U-Series Appliance Migration

This guide walks you through migrating from Windows 2012 R2 or 2016 U-Series Appliance to 2022 virtual or marketplace U-Series Appliance.

Physical U-Series Appliances cannot be updated to Windows 2022. You must purchase a new U-Series Appliance.

Prerequisites and Assumptions

  • Source U-Series Appliance is Windows 2012 R2 or 2016.
  • Target U-Series Appliance is Windows 2022.
  • Only one U-Series Appliance is running at a time.
  • The target appliance is named the same as the source appliance when deployed.
  • U-Series Appliance Management software is 3.3.1 or later on the source and target appliances.
  • BeyondInsight is a supported version on the source and target appliances.
  • If BeyondInsight Analytics & Reporting is configured on the source appliance, this must be configured on the target appliance prior to restoring the data from the source to the target appliance.
  • The process documented in this guide applies only to new U-Series Appliances.
  • No data is kept on the target U-Series Appliance prior to migration.

The process documented in this guide applies only if the U-Series Appliance Management Software is version 3.3.1 or later. If your appliance does not have U-Series Appliance Management software 3.3.1 or later installed, please contact BeyondTrust Technical Support for assistance.

High Level Overview

The migration consists of the following general steps:

  • Back up and copy necessary data on the source U-Series Appliance.
  • Deploy the U-Series Appliance image to create the new machine.
  • Configure and prepare the target appliance to accept data from the source.
  • Restore and copy necessary data from the source to the target appliance.
  • Perform post migration configuration and verify the migration success.
  • Downtime is necessary, with the following exception:
    • For an active / active setup, the U-Series Appliance can be removed from the pool before migration and re-added after migration is complete. This prevents downtime for the end user.
  • Windows Server 2022 U-Series Appliances can be deployed side by side.
  • When deploying a new machine with the same name as the previous, if both are on at the same time, DNS issues can occur.
  • TLS 1.3 may be enabled on newer 2022 images. This is not supported by BeyondInsight and Password Safe 24.1 and earlier releases and may cause errors when initiating an RDP or SSH session using Password Safe.