Upgrade the BeyondTrust Hardware

When you upgrade your B Series Appliance from either one physical B Series Appliance to another or between a physical and a PRA Virtual Appliance, you must both install the new B Series Appliance and transfer data from the original B Series Appliance.

  1. Install the new B Series Appliance per the appropriate setup guide.
  2. Back up your current B Series Appliance's software settings.
    1. On your current B Series Appliance, go to /login > Management > Software.
    2. In the Software :: Backup Settings section, click the Download Backup button.
    3. Save the backup file to a secure location.
  3. Import your existing SSL certificate chain into the new B Series Appliance.
    1. On your current B Series Appliance, go to /appliance > Security > Certificates.
    2. In the Security :: Certificates section, check the box beside the certificate that is assigned to the active IP address. Then, from the dropdown menu at the top of this section, select Export.

      Exporting certificates does not remove them from the B Series Appliance.

    3. On the Security :: Certificates :: Export page, check the options to include the certificate, the private key, and the certificate chain. It is strongly recommended that you set a passphrase for the private key.
    4. On your new B Series Appliance, go to /appliance > Security > Certificates.
    5. In the Security :: Certificate Installation section, click the Import button.
    6. Browse to the certificate file that you exported previously and then click Upload.
  4. Choose a default certificate to serve your clients.
    1. On your new B Series Appliance, go to /appliance > Security > Certificates.
    2. In the Security :: Certificates section, locate the entry for your SSL certificate. This usually has an Issued To field containing the fully qualified domain name of your B Series Appliance (e.g., access.example.com).
    3. Confirm there are no warnings listed for the new certificate. If there is a warning, please go to the Support Portal for assistance.
    4. Once all warnings are resolved, click the radio button in the Default column for the certificate you wish to serve your clients.
  5. Install the new software package.
    1. On your new B Series Appliance, go to /appliance > Updates.
    2. Either click Check for Updates or use the Appliance Download Key per the on-screen instructions.
    3. Click Install This Update. A EULA will need to be signed prior to installation.
  6. Import your software configuration settings from the old B Series Appliance.
    1. Log into your new B Series Appliance's /login interface. The first-time login credentials are admin and password.
    2. Go to /login > Management > Software.
    3. In the Software :: Restore Settings section, browse to the backup file you downloaded earlier and then click Upload Backup to restore the backup to the new B Series Appliance.

At this point, you can update your DNS server to direct traffic to the IP address of the new B Series Appliance, and you can start testing access sessions on your new B Series Appliance. Once you have confirmed that it is functioning properly, you can return the old B Series Appliance, if physical, or delete it, if virtual. To return a physical B Series Appliance, take these steps:

  1. Log into the /appliance web interface of the old B Series Appliance.
  2. Browse to the Status > Basics page, and click Reset Appliance to Factory Defaults.
  3. Wait for the reset to complete, and then click Shut Down This Appliance.
  4. Package the B Series Appliance for shipping.
  5. Affix the BeyondTrust return shipping label to the outside of the box and contact your shipper for a pickup. If you do not have a label for shipment, contact BeyondTrust Technical Support.