Server Migration
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Server Migration

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Article ID: 171902

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Updated On:

Products

Information Centric Analytics Data Loss Prevention Core Package

Issue/Introduction

This document outlines the process for migrating an existing deployment of Symantec Information Centric Analytics (ICA) to new servers. This document is particularly appropriate for customized deployments of ICA.

Resolution

Table of Contents

Migration Overview

For any migration, it is important to ensure that the source and target versions (major, minor, and build; e.g., 6.5.40100) of ICA and its components are matched exactly. This will minimize the likelihood of incompatibilities once the source files are deployed to the target environment. If you wish to perform an upgrade in conjunction with a migration, either upgrade both the source and target environments prior to migrating, or upgrade the target environment post-migration.

Follow this procedure to determine the versions of ICA and its ancillary utilities in your source environment:

  1. Open SQL Server Management Studio (SSMS)
  2. Connect to the Database Engine hosting the RiskFabric database
  3. From the File menu, select New > Query with Current Connection

    A new query editor window will open

  4. Copy the following query and paste it into the new query editor window: 
    USE RiskFabric;
    GO
    SELECT * FROM dbo.Versions;
    Note that if you named the database something other than the default name ('RiskFabric'), you must modify line 1 of this query to use the database name you selected

  5. Execute the query by pressing the F5 key, clicking the Execute button in the SQL Editor toolbar, or selecting Execute from the Query menu
  6. If you have installed the Active Directory importer, repeat steps 3 through 5, replacing the query on step 4 with the following query: 
    SELECT * FROM ActiveDirectoryDW.dbo.BayDynamics_ADConnector_System;

Note the Database and Application versions with the most recent CreatedDate values returned by the first query. Download the installer matching the application version from Broadcom's support website.

Preparing the source application, database, and utilities for migration

Application (IIS) Server

No steps are required to prepare the source application server for migration.

Database (Microsoft SQL Server) Server

Follow each of these procedures to create a backup of the ICA database and data source linked server(s):

Database

  1. Open SQL Server Management Studio (SSMS)
  2. Connect to the Database Engine hosting the RiskFabric database
  3. In Object Explorer, navigate to the Database folder
  4. Right-click the RiskFabric database and select Tasks > Back Up...

    The Back Up Database window appears

  5. Click the OK button to start the backup creation process and close the Back Up Database window

Linked Servers

The linked servers RiskFabric_ASDB and RiskFabric_AD_RiskFabric_<hostname>_ACTIVEDIRECTORYDW do not need to be backed-up. For all other linked servers, follow this procedure:

  1. In Object Explorer, navigate to Server Objects > Linked Servers
  2. Right-click a linked server and select Script Linked Server as > CREATE To > File

    The Save As window appears

  3. Select a destination location to save the script and assign it a uniquely identifiable name
  4. Repeat steps 2 through 4 for all other RiskFabric linked servers, naming each per the data source it represents (e.g., 'RISKFABRIC_DLP.sql')

Preparing the target application, database, and cube servers

Application (IIS) Server

Follow this procedure to prepare the target application (IIS) server for migration:

  1. Install all prerequisite software components (refer to the Information Centric Analytics Administrator Guide)
  2. Run the Symantec ICA Installer that matches the version installed on the source server and select these options during the installation process:
    1. Create a new RiskFabric database on the server hosting Microsoft SQL Server (MSSQL)
    2. Create a new RiskFabric database on the server hosting Microsoft SQL Server Analysis Services (SSAS)
    3. Install the Database Utilities on the target SQL Server host server
  3. After installation has completed, open Internet Information Services (IIS) Manager
  4. Under Connections, navigate to <hostname> > Sites
  5. Select the RiskFabric site
  6. In the Actions pane under Manage Website, select Stop

Database (Microsoft SQL Server) Server

Database

Follow this procedure to prepare the target server hosting SQL Server:

  1. Install the latest Oracle Client if ICA has been or will be integrated with Symantec DLP (refer to the Information Centric Analytics Integration Guide)
  2. Open SQL Server Management Studio (SSMS)
  3. Connect to the Database Engine hosting the RiskFabric database
  4. In Object Explorer, navigate to the Databases folder
  5. Right-click the RiskFabric database and select Delete

    The Delete Object window appears

  6. Click the OK button to delete the database and close the Delete Object window

Database Utilities

  1. Copy the following folder from the source SQL Server host to the target location on the target SQL Server host, overwriting any existing files: 
    <path>\Bay Dynamics
    This folder is installed in the following path by default: 
    %SystemDrive%\Program Files
  2. Compare the permissions assigned to the folder and those inherited by its contents on the target server to those assigned on the source system

Cube (Analysis Services) Server

Follow these procedures to prepare the target server hosting SQL Server Analysis Services (SSAS):

Data Source

  1. Open SQL Server Management Studio (SSMS)
  2. Connect to the Analysis Services server hosting the RiskFabric cube
  3. In Object Explorer, navigate to Databases > RiskFabric > Data Sources
  4. Right-click RiskFabric and select Properties

    The Data Source Properties window appears

  5. Select the Connection String value and click the ellipsis to edit the string

    The Connection Manager window appears

  6. In the Server name field, enter the new (target) SSAS server hostname or IP address
  7. Select the RiskFabric database under the heading Connect to a database in the field under Select or enter a database name
  8. Click the OK button to save these changes and close the Connection Manager window
  9. Click the OK button to close the Data Source Properties window

Impersonation

  1. In Object Explorer, navigate to Databases
  2. Right-click RiskFabric and select Properties

    The Database Properties window appears

  3. Under Security Settings, click the ellipsis next to the Data Source Impersonation Info value

    The Impersonation Information window appears

  4. Select the option to Use a specific Windows user name and password and provide the ICA service account credentials
  5. Click the OK button to close the Impersonation Information window
  6. Click the OK button to close the Database Properties window

Security Context

  1. In Object Explorer, right-click the server name/IP address and select Properties

    The Analysis Server Properties window appears

  2. Select the Security page
  3. If the ICA service account is in the list of Server administrators, proceed to step 5
  4. If the ICA service account is not in the list of Server administrators, add the account to the list
  5. Close the OK button to close the Analysis Server Properties window

Migrating the source application, database, and utilities

Application (IIS) Server

Follow this procedure if the name of the server hosting the RiskFabric database will change as part of the migration:

  1. Open Windows Explorer
  2. Navigate to the following folder: 
    <path>\Risk Fabric Server Web
    The default installation path is: 
    %SystemDrive%\Program Files\Bay Dynamics
  3. Open the file following file using a text editor run as an administrator: 
    web.config
  4. Edit the Data Source in the connection string to point to the new database server and instance (if the default instance is not used): 
    <configuration>
      <configSections>
      </configSections>
      <connectionStrings>
        <add name="RiskFabric.Web.Properties.Settings.DatabaseConnectionString" connectionString="Data Source=<server[\][instance]>;Initial Catalog=RiskFabric;Integrated Security=SSPI;" />
      </connectionStrings>
  5. Save and close the file
  6. In IIS Manager, repeat steps 4 and 5
  7. In the Actions pane under Manage Website, select Start

Database (Microsoft SQL Server) Server

Database

  1. Open SQL Server Management Studio (SSMS)
  2. Connect to the Database Engine that will host the RiskFabric database
  3. In Object Explorer, navigate to the Databases folder
  4. Right-click Databases and select Restore Database...

    The Restore Database - Workbench window appears

  5. Select Source > Device and click the ellipsis button

    The Select backup devices window appears

  6. Click the Add button

    The Locate Backup File window appears

  7. Locate the database file copied from the source database server
  8. Click OK to close the Select backup devices window
  9. Click OK to close the Restore Database - Workbench window and restore the database

Database References

Follow this procedure only if the name of the server(s) hosting SQL Server and SQL Server Analysis Services are changing with the migration:

  1. Open SQL Server Management Studio (SSMS)
  2. Connect to the Database Engine hosting the RiskFabric database
  3. From the File menu, select New > Query with Current Connection

    A new query editor window appears

  4. Copy the following block of statements and paste it into the new query editor window: 
    /* Metrics Table */
    UPDATE RiskFabric.dbo.Metrics
    SET ServerName = '<target server>';

    /* DetailsGridQueries */
    UPDATE RiskFabric.dbo.DetailsGridQueries
    SET [Server] = '<target server>';

    /* PortalSettings */
    UPDATE RiskFabric.dbo.PortalSettings
    SET ASDBServer = '<target server>';
  5. Modify each statement by replacing '<target server>' with the target (new) server name
  6. Execute the block of statements by pressing the F5 key, clicking the Execute button in the SQL Editor toolbar, or selecting Execute from the Query menu

Linked Servers

  1. Open SQL Server Management Studio (SSMS)
  2. Connect to the Database Engine hosting the RiskFabric database
  3. From the File menu, select Open > File

    The Open File window appears

  4. Locate and open a linked server script saved previously
  5. Execute the script by pressing the F5 key, clicking the Execute button in the SQL Editor toolbar, or selecting Execute from the Query menu
  6. Repeat steps 3 through 5 for each of the linked server scripts saved previously
  7. For Oracle linked servers and other OLEDB data sources (e.g., Symantec DLP), the script will need to be updated to include the user password:
    1. Locate the following parameter:
      @rmtpassword=’########’
    2. Replace the hash (#) symbols with the password for the Oracle database user account
    3. Execute the script by pressing the F5 key, clicking the Execute button in the SQL Editor toolbar, or selecting Execute from the Query menu

Post-Migration Function Tests

  1. Run the RiskFabric Processing job and check the job status for errors
  2. Open the ICA console and check for authentication and navigation errors
  3. Create a test KPI and add it as a metric (refer to the Information Centric Analytics Dashboard Designer Guide)
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