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Enterprise User Manual

Appendix C

Upgrading to PC-Duo Enterprise Version 2.0

This chapter describes how to upgrade from previous versions of Enterprise and LANutil to PC-Duo Enterprise 2.0. We recommend that you evaluate the new software using a test Site before updating your existing installation using this procedure.

Upgrading from PC-Duo Enterprise 1.2

This section describes how to upgrade the software for an installation where PC-Duo Enterprise 1.2 has been used previously. For information on upgrading a LANutil installation, see "Upgrading from LANutil 5.x".

1 Shutdown PC-Duo Enterprise

In your existing Console, right-click the Operations View to open the Jobs Database and select Show Jobs/Hosts. Right-click on all active Scheduler Hosts, and choose the Shutdown option from the shortcut menu. Close your Consoles.

2 Update your system software

You must install the following software before you can install the Enterprise 2.0 Console:

The MDAC kit is available from the Enterprise 2.0 CD or from www.vector-networks.com. The latest versions of MMC and Internet Explorer are available from the Microsoft Website. The Enterprise Console installer automatically checks and informs you if you need to upgrade your system.

3 Install the new Console

To upgrade to the new Console, insert the PC-Duo Enterprise 2.0 CD and follow the instructions for installing the Console. We recommend you install the Console in the same directory as your previous version of Enterprise.

During installation of Enterprise, you can apply your Enterprise 1.2 License Key, or accept the default Evaluation Key. (To change your License Key, use Rekey in the PC-Duo Enterprise programs folder.) Note that the Remote Control, and HelpDesk modules require separate Keys.

4 Upgrade your Site Databases

In Enterprise 2.0, Sites are listed in the Tree View on the left of the Console. When you first click a Site to open it, the system asks if you want to update the Site Database to the new Schema. Click Yes to upgrade Database. The system expands the Database Schema to the Enterprise 2.0 standard without affecting your data.

In addition to new package definitions and inventory rules, the Enterprise 2.0 Console contains enhanced usability features, such as updated Operations and a more streamlined and accessible interface design. To enable you to migrate to these new features at your own pace, you can update all the Site Database features at once, or you can choose to update different features at different times. For each Site Database you want to update:

  1. In each existing Site, open the Site Management folder and click Upgrade Database Settings. The Enterprise Database Upgrade dialog is displayed.
  2. In the Enterprise Database Upgrade dialog, choose the features you want to update. Select:
Operations To add new Operations to the Site, and to update existing Operations to the new Enterprise 2.0 standard. For more information, see "Operation Names".
Groups To add new Dynamic Groups to the Site. Existing Groups are unchanged.
Distribution Package Definitions To add new software package definitions for use in software distributions.
Software Inventory Rules To add package 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.
  1. Click Upgrade to apply the new features to the Site Database.

5 Update Scheduled Jobs

If you have existing scheduled Operations when you update to the new Enterprise 2.0 Console, they will continue to run because the Upgrade Database Settings Operation leaves versions of the previous schedulable Operations in the Site Database. If you want to switch your Jobs over to the new Operation names so that you can delete the previous Operations, follow this procedure for each Site:

  1. Select Scheduled Jobs in the Site's Jobs & Schedulers folder to list your current Jobs.
  2. For each Job you want to modify, right click on its entry in the Scheduled Jobs View, and choose Modify from the shortcut menu. The Modify Job dialog is displayed.
  3. The Operation details section of the Job tab displays the name of the Operation on which the Job was based and the Operation's Type. In the Name list, select the new Operation you want to use. For example, to switch a Job from using the Software Inventory (Publish) Operation to the new Operation name, select Update Software Inventory in the Name list.
  4. Click OK to save your changes. The Job will continue with the new Operation when it is next scheduled to run.

6 Upgrade the Client Software

PC-Duo Enterprise 2.0 contains several improvements. To take advantage of these improvements, we recommend you upgrade the Client software on all Client PCs.

To update Clients with the Enterprise Client software manually, insert the PC-Duo Enterprise 2.0 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 existing Client directory.

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

  1. Copy the ClientKit directory from a PC where the PC-Duo Enterprise 2 Console is installed to a server which 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 2.00.pd. For more information on using the Operation, refer to Chapter 13, "Software Distribution".
    Do not use the Client Kit in the Site's Offline Area to upgrade existing Clients. This is preconfigured with various settings, such as the Offline Area, which will overwrite your existing Client settings.

You must also create a new configured Client Kit for installing Enterprise 2.0 Client software to new Clients.

To create the new Client kit:
  1. Click Offline Paths in the Console's Site Management Folder.
  2. In the Site Offline Areas dialog, select the Offline Area in which you want to place the new kit, and click Edit.
  3. In the Offline Path, Share and Client Kit dialog, select the Copy client kit check box and click OK.
  4. Click OK to close the Site Offline Areas dialog.

Upgrading from LANutil 5.x

This section describes how to upgrade the software for an installation that has been running LANutil 5.0, 5.1 or 5.2. For information on upgrading a PC-Duo Enterprise 1.2 installation, see "Upgrading from PC-Duo Enterprise 1.2".

1 Shutdown LANutil

In your existing Console, right-click the Operations View to open the Jobs Database and select Show Jobs/Hosts. Right-click on all active Scheduler Hosts, and choose the Shutdown option from the shortcut menu.

2 Update your system software

You must install the following software before you can install the Enterprise 2.0 Console:

The MDAC kit is available from the Enterprise 2.0 CD or from www.vector-networks.com. The latest versions of MMC and Internet Explorer are available from the Microsoft Website. The Enterprise Console installer automatically checks and informs you if you need to upgrade your system.

3 Install the new Console

To upgrade the LANutil 5.x Console to an Enterprise 2.0 Console:

  1. Uninstall the LANutil Console software using the Uninstall utility in the LANutil32 Suite Programs folder. Close your Consoles. Because this utility removes only those elements installed with LANutil, anything subsequently added to the folder, including any Site Databases, are not affected.
    In some circumstances, you may be asked to reboot the PC to complete the uninstall process.
  2. Insert the PC-Duo Enterprise 2.0 CD and follow the instructions for installing the Console. We recommend you install the Console in a different directory to LANutil.

During installation of Enterprise, you must apply your Enterprise 2.0 License Key, or accept the default Evaluation Key. (To change your License Key, use the Rekey utility in the PC-Duo Enterprise programs folder.) Note that the Remote Control, and HelpDesk modules require separate Keys.

4 Link to your LANutil Site Databases

If you want to preserve the data from your existing LANutil Databases, you must now make them available for use in the Enterprise 2.0 Console.

To add LANutil Databases to the Console:
  1. Open the Enterprise Console. The Console automatically opens the New Site Wizard.
  2. In the Wizard's Welcome dialog, click Next.
  3. In the Site Creation Mode dialog, select the Create a custom Site option, enter a name for the new Site Database and click Next.
  4. In the Database Type dialog, select the type of database you want to link to, and click Next.
  5. In the Site Creation Options dialog, select the Link the Console to an existing Site database option, and click Next.
  6. In the Database Configuration dialog, enter the Database Path for your Site Database and any necessary logon information, and click Next.
  7. In the Settings Complete dialog, click Finish to link to the Site.
When you first open an existing Site in the Console, the system displays a message informing you that the tables in your Site are out of date. Click Yes to upgrade the database. The system expands the Database Schema to the Enterprise 2.0 standard without affecting your data.

If you want to use any other LANutil Site Databases with the Enterprise Console, open the New Site Wizard from the Enterprise Management folder and repeat steps 2 through 7.

5 Upgrade your Site Databases

In addition to new package definitions and inventory rules, the Enterprise 2.0 Console contains enhanced usability features, such as updated Operations and a more streamlined and accessible interface design. To enable you to migrate to these new features at your own pace, you can update all the Site Database features at once, or you can choose to update different features at different times. For each Site Database you want to update:

  1. In each existing Site, open the Site Management folder and click Upgrade Database Settings. The Enterprise Database Upgrade dialog is displayed.
  2. In the Enterprise Database Upgrade dialog, choose the features you want to update. Select:
Operations To add new Operations to the Site, and to update existing Operations to the new Enterprise 2.0 standard. For more information, see "Operation Names".
Groups To add new Dynamic Groups to the Site. Existing Groups are unchanged.
Distribution Package Definitions To add new software package definitions for use in software distributions.
Software Inventory Rules To add package 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.
  1. Click Upgrade to apply the new features to the Site Database.

6 Update Scheduled Jobs

If you have existing scheduled Operations when you update to the new Enterprise 2.0 Console, they will continue to run because the Upgrade Database Settings Operation leaves versions of the old schedulable Operations in the Site Database. This enables you to update to Enterprise 2.0 quickly without the need to immediately recreate your regular Jobs. When you are ready to update your existing Jobs to the Enterprise 2.0 standard, use the following procedure:

  1. Select Scheduled Jobs in the Site's Jobs & Schedulers folder to list your current Jobs.
  2. For each Job you want to modify, right click on its entry in the Scheduled Jobs View, and choose Modify from the shortcut menu. The Modify Job dialog is displayed.
  3. The Operation details section of the Job tab displays the name of the Operation on which the Job was based and the Operation's Type. In the Name list, select the new Operation you want to use. For example, to switch a Job from using the Software Inventory (Publish) Operation to the new software inventory Operation, select Update Software Inventory in the Name list.
  4. Click OK to save your changes. The Job will continue with the new Operation when it is next scheduled to run.

7 Upgrade the Client Software

PC-Duo Enterprise 2.0 contains several improvements. To take advantage of these improvements, we recommend you upgrade the Client software on all Client PCs.

To update Clients with the Enterprise Client software manually, insert the PC-Duo Enterprise 2.0 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 existing Client directory.

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

  1. Copy the ClientKit directory from a PC where the PC-Duo Enterprise 2 Console is installed to a server which 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 PC-Duo Enterprise Client 2.00.pd. For more information on using the Operation, refer to Chapter 13: Software Distribution in the User Manual.
    Do not use the Client Kit in the Site's Offline Area to upgrade existing Clients. This is preconfigured with various settings, such as the Offline Area, which will overwrite your existing settings.

You must also create a new configured Client Kit for installing Enterprise 2.0 Client software to new Clients.

To create the new Client kit:
  1. Click Offline Paths in the Console's Site Management Folder.
  2. In the Site Offline Areas dialog, select the Offline Area in which you want to place the new kit, and click Edit.
  3. In the Offline Path, Share and Client Kit dialog, select the Copy client kit check box and click OK.
  4. Click OK to close the Site Offline Areas dialog.

Operation Names

To improve usability, Operation names have been changed in Enterprise 2.0. This table lists the previous names and their new equivalents.

Old Name
New Name
Assets Database
Maintain Asset Data
Assets View
Assets View
Audit Loader
Load Audit Data
Browser
Browse Clients
Client Configuration
Configure Clients
Client Deployment
Distribute Client
Software
Diagnose a PC
No longer required
Diagnostics Console
Diagnostics
Enterprise HelpDesk
HelpDesk
External (Notepad)
Notepad
Free Space
Create manually if required
Hardware (Publish)
Update Hardware
Inventory
Hardware Inventory
Update Hardware
Inventory Interactively
Offline Auto-populate
Find Offline Clients
OnLine Auto-populate
Create manually if required
Package Defn Editor
Edit Distribution Definitions
Package Defn Update
Update Distribution
Definitions
Package Policy Manager
Specify Package Policies
Packages DB Editor
Edit Packages Database
PPM Analysis
Schedule Policy Analysis
Purge Old Change
History Data
Delete Change History Data
Purge Old Job Logs
Delete Job Logs
Purge Old Metering Data
Delete Metering Data
S/W Dist Monitor
Monitor Software
Distribution
S/W Distribution
Distribute Software
Software (Publish)
Update Software
Inventory
Software Inventory
Update Software
Inventory Interactively
User Prompt Refresh
Get User Data
Wake on WAN
Wake Clients
WinScheduler
Configure Scheduler

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