KACE Systems Management Appliance (SMA) is a virtual appliance designed to automate device management, application deployment, patching, asset management, and service desk ticket management. Due to its highly customizable nature, it becomes necessary to test custom implementations as well as test infrastructure and appliance upgrades before applying them to the production environment. The best way to ensure that the testing (development) environment most accurately mimics the production environment, is to build the development appliance using the production backups.
Following these steps require planning, downtime, and careful consideration of the environment. Creating a testing (development) environment requires downtime for the production environment.
The majority of KACE Systems Management Appliance (SMA) licenses allow for ONE production appliance and TWO development appliances. In certain rare cases, the license may allow for more than ONE production appliance and TWO development appliances. Check with your sales team or licensing if there are questions on the exact number of allowed instances of the KACE SMA.
If the license only allows the three mentioned instances, a FOURTH appliance or recognition of TWO production appliances may cause a License Exceeded message. Creating multiple boxes, shutting them down and spinning up new ones can also cause this situation.
Old SMA matches the new SMA version: Please ensure the old (Production PROD) SMA version matches the exact version of the new (Development DEV) SMA server. Failure to do so will cause the migration to fail. Also, please ensure that Single Sign On disabled before making the backup that will be used for the migration.
Note: Prior to taking the full backup in the next step (that will be used to restore to the new DEV box), ensure that SSO is disabled and the box is unjoined from the domain. Then complete full backup, offboard backups, rejoin domain, re-enable SSO.
Note: The next step is going to cause a reboot of the DEV box
CRITICAL: Restoring backups from the PROD box into the DEV box will cause the IP and Hostname of the PROD environment to be duplicated in the DEV environment. Please check with your networking team to ensure the NIC is disabled or that the network is segmented properly prior to restoring the backups (to prevent agents from contacting the DEV box after restore).
Failure to do so may cause IP/Hostname conflicts in the environment. In the event that information meant for the PROD environment (inbound email, agent communication, etc) is sent to the DEV environment due to not having the network segmented properly, that data will be lost.
Note: Due to possible database changes with every upgrade, KACE strongly recommends that a development box is created and tested prior to each upgrade of the KACE SMA.
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