Enterprise User Manual

Appendix C

Upgrading to PC-Duo Enterprise Version 3.0

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This chapter describes how to upgrade from Enterprise 2.x to PC-Duo Enterprise 3.0. We recommend that you evaluate the new software using a test Site before updating your installation using this procedure.

1 Install the new Console

To upgrade to the new Console, insert the PC-Duo Enterprise 3.0 CD and follow the instructions for installing the Console.

During installation of Enterprise, you can apply your existing Enterprise License Key, or accept the default Evaluation Key. (To change your License Key, click Rekey in the PC-Duo Enterprise programs folder.) Note that the Remote Control, and HelpDesk modules require separate Keys.

2 Upgrade your Sites

Enterprise 3.0 databases include new binary links between tables to improve software identification and search times. They also contain changes to reflect the addition of the Offline Area Manager, Macintosh support and improved Active Directory integration.

If you are upgrading from Enterprise 2.x, the new database also includes extensions to support Patch Management and the identification of applications from the version information encoded in files properties.

To update a Site database:

1. When you first open a Site after you have installed the new version of the Console, Enterprise asks if you want to update the Site. Click the Yes button to continue. Click the No button to update the Site later.

   You can update a Site at any time using the Upgrade Database Settings operation in the Site Management folder.

   The Enterprise Database Upgrade dialog is displayed.

2. In the Enterprise Database Upgrade dialog, choose the features you want to update. Select:

   Operations To update the operations to the Enterprise 3.0 standard.

   Groups To update Dynamic Groups to maintain natural language queries in addition to SQL queries.

   Distribution Package Definitions To add new software package definitions for use in software distributions.

   Software Inventory Rules To add new application identification rules for use with software inventory operations. You are prompted each time Enterprise finds a modified rule so you can choose whether you want to update your definitions. We recommend you accept the updates unless you have customized the rules for use within your organization.

3. Click the Upgrade button to apply the new features to the Site database.

   The system updates the Database Schema to the Enterprise 3.0 standard without affecting your data.

4. When the schema upgrade is complete, run hardware and software inventories for all Clients in the database to update the database tables.

3 Upgrade the Client

The PC-Duo Enterprise 3.0 Client contains new features. If you are updating from Enterprise 2.0, the new Client also includes:

• Features that enable software inventory operations to identify installed applications from the version information encoded in application files.
• Support for Patch Management
• Improved data collection that no longer uses the DOS checker to collect inventory information.

To take advantage of these improvements, we recommend you upgrade the Client application on all Client PCs.

To update the Enterprise Client application manually, insert the PC-Duo Enterprise 3.0 CD in the Client PC, select the Client install options and follow the installation instructions. Select the Typical Installation option to preserve your current Client settings and install the software into the directory of the previous Enterprise Client.

To install the new Client application across the network and preserve your Client settings:

1. Copy the ClientKit directory from a PC where the PC-Duo Enterprise 3.0 Console is installed to a server that can be accessed from all Client PCs you want to update.
2. Install the Client Kit from the Console using the Distribute Software operation (in the Software Distributions folder of the Console) with the Enterprise Client 3.00.pd. For more information on using the operation, refer to Chapter 14, "Software Distribution".

   Do not use the Client Kit in the Site's Offline Area to upgrade Clients. This is preconfigured with settings, such as the Offline Area location, which will overwrite your Client settings.

You must also create a new configured Client Kit for installing Enterprise 3.0 Client application to new Clients.

To create the new Client kit:

1. Right-click the Offline Areas folder in the Console Tree and choose Modify Offline Areas from the shortcut menu.
2. In the Offline Paths dialog, select the Offline Area in which you want to place the new kit, and click the Edit button.
3. In the Offline Path, Share and Client Kit dialog, select the Copy client kit check box and click the OK button.
4. Click the OK button to close the Site Offline Areas dialog.

Operation Changes

To improve the layout and usability of the Console, some operations have been moved to context-specific menus in the Console Tree. This table lists the operations that have changed together with their menu equivalents:

Operation Name	Menu Location
Delete Clients	All Clients folder Clients folder Custom Groups folder
Export Groups	Custom Groups folder
Export Operations	Sites folder
Import Groups	Custom Groups folder
Import Operations	Sites folder
Offline Paths	Offline Area folder

Adding Macintosh Clients to an Existing Site

Macintosh Clients behave in the same way as Windows Clients and can be added to an existing Site with no additional preparation. However, the Offline Area used to collect data from Macintosh Clients must be located on a Windows 2000 Server or Windows 2003 Server on which Apple Sharing is enabled. The easiest method of adding Macintosh Clients to an existing Site is to create a Macintosh-specific Offline Area located on an appropriate Windows system. For more information on creating Offline Areas, see "Creating Offline Areas for Macintosh Clients".

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