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KACE Systems Deployment Appliance 9.1 Common Documents - Administrator Guide

About the KACE Systems Deployment Appliance Getting started Using the Dashboard Configuring the appliance Setting up user accounts and user authentication Configuring security settings Preparing for deployment Managing device inventory Using labels Creating a Windows or Linux Boot Environment Managing drivers Capturing images Capturing user states Creating scripted installations Creating a task sequence Automating deployments Performing manual deployments Managing custom deployments Managing offline deployments About the Remote Site Appliance Importing and exporting appliance components Managing disk space Troubleshooting appliance issues Updating appliance software Glossary About us Legal notices

Migrating appliances

Migrating appliances

Migrate appliance data

If you want to migrate settings and images from one appliance to another, you can easily do that using the Appliance Migration Wizard. This is useful, for example, when you want to quickly move the data between virtual appliances.

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NOTE: You must enable linking on both the source and destination appliance, however you do not need to configure the appliance connections. The Appliance Migration Wizard connects the appliances and disconnects them after the migration. For more information about appliance linking, see Enable appliance linking.

Migrate appliance data

Migrate appliance data

The Appliance Migration Wizard allows you to easily move settings and images from one appliance to another. The migration does not work on the associated Remote Site Appliances (RSA). However, any links to the RSAs associated with the source appliance are migrated to the destination appliance. The source and destination appliances must be on the same version. The migration process overwrites all data on the destination appliance and replaces it with those from the source appliance. The host name, IP address and license key of the destination appliance are not affected by the migration.

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IMPORTANT: Quest Software highly recommends that you perform the migration with both the source and destination appliances on the same network and same subnet. If required, the destination appliance can be moved to its appropriate subnet after the migration has completed.
1.
Open two tabs in your web browser. On each tab, log in to the Administrator Console for the source and destination appliance.
2.
Ensure that appliance linking is enabled on each appliance. You can enable appliance linking on the KACE Linking page, or by using the link in the Appliance Migration Wizard. For complete information about appliance linking, see Linking Quest KACE appliances.
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NOTE: While it is mandatory to enable appliance linking before you start the migration process, you do not need to actually link the source and destination appliances. The Appliance Migration Wizard connects the appliances and disconnects them after the migration.
3.
On each appliance, in the Administrator Console, on the left navigation pane, click Settings > Control Panel to display the Control Panel, then click Appliance Migration to display the Appliance Migration Wizard.
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NOTE: As you go through the wizard, you will need to switch between the source and destination appliances in your web browser. To easily distinguish between the two appliances, you can apply different themes to each of them. For example, you can apply the Dark theme to the source appliance, and the Light theme to the destination appliance. For more information about choosing different themes, see Change a default theme for the appliance.
4.
If appliance linking is not enabled on each appliance, this is indicated in the wizard. Click KACE Linking in the Appliance Migration Wizard, and enable appliance linking using the KACE Linking page. When done, return to the Appliance Migration Wizard to complete the migration.
5.
Specify the source and destination appliances.
a.
On the source appliance, in the Appliance Migration Wizard, on the Select Appliance Type page, select Migration Source, and click Next.
b.
On the destination appliance, in the Appliance Migration Wizard, on the Select Appliance Type page, select Migration Destination, and click Next.
6.
Link the source and destination appliances.
You do not need to link the appliances using the standard process. Instead, you copy custom linking keys from one appliance to another. The appliance key specifies the appliance version, host name or IP address, and the linking key. The keys appears in encrypted form in the wizard. The custom link is only available during the migration process.
For complete information about linking appliances using the standard process, see Linking Quest KACE appliances.
a.
On the source appliance, in the Appliance Migration Wizard, on the Copy Source Key page, left-click the field to copy the key.
b.
On the destination appliance, in the Appliance Migration Wizard, on the Apply Source Key page, paste the key into the field, and click Next.
c.
On the source appliance, in the Appliance Migration Wizard, on the Copy Source Key page, click Next.
d.
On the destination appliance, on the Copy Destination Key page, left-click the field to copy the key.
e.
On the source appliance, on the Apply Destination Key page, paste the key into the field, and click Next.
f.
On the destination appliance, on the Copy Destination Key page, click Next.
7.
On the destination appliance, in the Appliance Migration Wizard, on the Approve Migration page, click Approve Migration.
8.
Approve the appliance migration.
a.
On the destination appliance, in the Appliance Migration Wizard, on the Approve Migration page, click Approve Migration.
b.
In the Confirm dialog box that appears, click Yes.
The destination appliance goes into migration mode. The SDA Migrating page appears in your browser window.
9.
Start the appliance migration.
a.
On the source appliance, in the Appliance Migration Wizard, on the Begin Migration page, indicate which action you want the source appliance to take after the migration process completes. To do that, on the page, select one of the following options:
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Return to Dashboard: The Dashboard page is displayed.
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Shutdown: The appliance shuts down.
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Reboot: The appliance reboots.
b.
Click Begin Migration.
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NOTE: You must approve the migration on the destination appliance in order to start the migration process, as described in the previous step. If the migration is not approved on the destination appliance, the Waiting for Approval button appears instead of Begin Migration.
c.
In the Confirm dialog box that appears, click Yes.
The source appliance goes into migration mode. The SDA Migrating page appears in your browser window. The log of the migration process appears for each appliance. The log contents are different for each appliance as they reflect what happens on each end of the process. When the migration process finishes, the destination appliance restarts, and the login page appears.

Setting up user accounts and user authentication

Add or edit local administrator accounts
Configure an LDAP server for user authentication
Test the LDAP server
Delete user accounts
Reviewing user sessions

You can add user accounts to the appliance and set up the accounts using local authentication. If you require external user authentication, such as an LDAP or an Active Directory® server, you can configure an external server to enable users to log in to the Administrator Console using their domain credentials.

Local Authentication
Use the default local authentication when an LDAP service, such as Active Directory, is not available in the environment.
External LDAP Server Authentication
Use your domain credentials to log in to the Administrator Console. See Use an LDAP server for authentication.
Two-Factor Authentication (2FA)
Provide stronger security for users logging into the appliance by adding 2FA to the login process . See Use an LDAP server for authentication.
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NOTE: If you have linked appliances, you can use single sign-on if you use the same login and password on all linked appliances.

Add or edit local administrator accounts

Add or edit local administrator accounts

You can create and edit local administrator user accounts. Adding users to the appliance database stores the user information locally and requires only the user name, email address, password, and permissions.

1.
On the left navigation pane, click Settings > Control Panelto display the Control Panel, then click Users to display the Users page.
2.
Select Choose Action > New to display the User Detail page.
3.
Complete the user account form:

Option

Description

User Name

Required: Enter a login ID.

Full Name

Required: Enter the first and last name of the user.

Email

Required: Enter the email address of the user.

Domain

Enter the domain that the user is using.

Budget Code

Optional: Enter the budget code of the department where the user is located.

Location

Optional: Enter the site or location of the user.

Password

Required: Enter the default password for the user. The password is required to activate the user. If the Password field is blank, the user cannot log in to the Administrator Console.

Confirm Password

Re-enter the password.

Permissions

Role of the user on this appliance. Administrators have full read/write access. Read-only administrators can log in and view settings and run reports; they cannot access the Administrator Console.

Select the permissions:

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Admin: Read/write access to the Administrator Console.
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ReadOnly Admin: View all pages; no change access.

Two Factor Authentication Required

Select this option if you want this user to log in with a 2FA verification code. For more information, see Enable Two-Factor Authentication.

Reset Token

Click if you want to re-authenticate this user with a new 2FA verification code.

4.
Optional: Click Cancel to close the page.
5.
Click Save.

The user appears in the local account list and can now log in to the Administrator Console.

You can apply a label to a group of users.
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