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Enterprise User Manual

Appendix C

Upgrading to PC-Duo Enterprise Version 3.1

This chapter describes how to upgrade to PC-Duo Enterprise 3.1 from previous versions of Enterprise. We recommend that you evaluate the new software using a test Site before updating your installation using this procedure.

Upgrading from PC-Duo Enterprise 3.0

This section describes how to upgrade to PC-Duo Enterprise 3.1 from an Enterprise 3.0 installation. To upgrade from previous versions of Enterprise, see "Upgrading from PC-Duo Enterprise 2.x".

1 Install the new Console

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

When you have finished installing the Console, you can change the License Key by clicking Rekey in the PC-Duo Enterprise programs folder. Note that the Remote Control, and HelpDesk modules require separate Keys.

2 Upgrade your Sites

To aid interpretation of software metering results, the Software Metering Collator and Summarizer now amalgamate the metering data from concurrent instances of the same application for each Client. Because this reformatting cannot be applied to Site databases retrospectively, and because mixing data collected by Enterprise 3.1 with data from previous versions may produce inconsistent Software Metering reports, the Site upgrade process for Enterprise 3.1 includes a one-time option to automatically delete existing metering data from the database.

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.
  2. If you chose to update the Site and it contains Software Metering data, a message is displayed asking if you want to delete all software metering data from the Site. Click the Yes button to delete the data.

    Alternatively, you can delete the metering data later by creating a new operation. To do this:

    1. Right-click an operation and choose Create Operation from the shortcut menu.
    2. In the Add New Operation dialog, select Command Launch and click the OK button.
    3. In the Customize Command Launch dialog, enter an Operation name.
    4. Select the Command Launch tab.
    5. In the Program field, type: DBUTIL.EXE.
    6. Enter the Command Line. For Access and Oracle, type:

      $DSNACCESS "PROMPT=Delete Metering Data?" /SQLUPDATE "SQL=Delete * from SWMDETAIL Where FINISHTIME #$MM/DD/YY$#"

      For SQL Server type:

      $DSNACCESS "PROMPT=Delete Metering Data?" /SQLUPDATE "SQL=Delete from SWMDETAIL Where FINISHTIME < '$DD-MMM-YYYY$'"
    7. Click the OK button to save the operation.
    8. Run the operation. When completed, delete the operation.
      This upgrade option affects only the processed metering data in the Site database. All raw metering data remaining in the Offline Area will be reprocessed, and saved to the Site database as normal when the new Summarizer and Collater next run.
  3. In the Enterprise Database Upgrade dialog, choose the features you want to update. Select:

    Operations To update the operations to the Enterprise 3.1 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.

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

    The system updates the database to the Enterprise 3.1 standard.

    You can run the Database Upgrade at any time by clicking the Upgrade Database Settings operation in the Site Management folder.

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

The Client application has not been changed for Enterprise 3.1. You do not need to reinstall the Client to use the new features.

Upgrading from PC-Duo Enterprise 2.x

This section describes how to upgrade to PC-Duo Enterprise 3.1 from an Enterprise 2.x installation.

1 Install the new Console

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

When you have finished installing the Console, you can change the License Key by clicking Rekey in the PC-Duo Enterprise programs folder. Note that the Remote Control, and HelpDesk modules require separate Keys.

2 Upgrade your Sites

Enterprise 3.1 databases include new 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 file 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.
  2. If you chose to update the Site and it contains Software Metering data, a message is displayed asking if you want to delete all software metering data from the Site. Click the Yes button to delete the data.
    For information on deleting metering data using an operation, see "Upgrading from PC-Duo Enterprise 3.0".
  3. In the Enterprise Database Upgrade dialog, choose the features you want to update. Select:

    Operations To update the operations to the Enterprise 3.1 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.

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

    The system updates the Database Schema to the Enterprise 3 standard without affecting your data.

    You can update a Site at any time using the Upgrade Database Settings operation in the Site Management folder.
  5. When the schema upgrade is complete, run hardware and software inventories for all Clients in the database to update the database tables.

3 Upgrade installed Clients

The PC-Duo Enterprise 3 Client contains new features. If you are updating from Enterprise 2.x, the new Client also includes:

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 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.x 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.

Upgrading the Offline Area Client Kit

If you intend to create new Clients for your installation, you must also update the using the Client kit in your Site's Offline Areas so that they install the new Enterprise 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 Create 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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