Migrate Sites and Licenses to a New BeyondTrust RS Virtual Appliance

 

This video will guide you through the most common steps when migrating your sites and licenses to a new BeyondTrust RS Virtual Appliance. Because of the different environments and individual case preferences and setup conditions, your migration process may vary slightly from the one shown here.

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Migrating Sites and Licenses to a New BeyondTrust RS Virtual Appliance

Introduction

This video will guide you through the most common steps for migrating your sites and licenses to a new BeyondTrust RS Virtual Appliance. Because of the different environments, individual case preferences, and setup conditions, your migration process may vary slightly from the one shown here.

If you would like to review the installation process, the various installation scenarios, and firewall port requirements, please check these guides:

BeyondTrust offers a variety of implementation service packages that provide customized migration planning and upgrade assistance. For more details, please contact your account manager.

Please be aware that if your existing B Series Appliance is not running a recent software version, you may be directed to install a series of intermediate updates on your existing B Series Appliance before migrating to your new RS Virtual Appliance.

Back up your current B Series Appliance configuration

First you need to make a backup of your current B Series Appliance configuration. To back up your portal settings, log in to the /login interface of your current B Series Appliance, click on the Management tab, and in the Software sub-tab click Download Backup. If you do not enter a backup password, you are prompted to confirm you want to proceed without one.

Save the backup file to a secure location. You will need it later.

Export your existing SSL certificate chain from your current B Series Appliance

Next, you need to export your existing SSL certificate chain from your current B Series Appliance.

Log in to the /appliance interface of your current B Series Appliance and browse to the Security tab, the Certificates sub-tab, and then the Certificates section.

Check the box next to your correct BeyondTrust site certificate, select Export from the Select Action dropdown box, and click Apply. On the next screen, choose ALL options -- Include Certificate, Include Private Key, and Include Certificate Chain (if available).

Finally, click the Export button. Save this file to a secure location. It will be used in a step below.

Install the new software version

Use the directions in the BeyondTrust RS Virtual Appliance Installation Kit to install the software in your virtual environment. You will find instructions on how to access the /appliance web interface via an IP address.

Please note that you must allocate storage space before booting your BeyondTrust RS Virtual Appliance, not afterward.

You will need to install Base software update(s) on the new RS Virtual Appliance. You may have to install one or more updates at this time. There will be a separate email containing instructions on how to install and update the Base software for the new RS Virtual Appliance. The Base software is tied to the new B Series Appliance serial number.

You will need to locate the SSL chain you exported earlier, and import it into the RS Virtual Appliance.

To do this, log in to the /appliance interface of your new RS Virtual Appliance. Click on the Security tab and then the Certificates sub-tab. Choose Import.

Browse to the certificate file that you previously exported, and click Upload.

Finally, be sure to mark it as the default certificate by clicking the radio button in the right hand column of the Certificate description.

Install a License Package

After the previous steps are completed, install the Remote Support software using one of the following methods:

You now should have a functioning support portal and should be able to access the /login interface to create user accounts and so forth.

For your first login, use admin and password for your credentials.

As a side note, please remember that if you are trying to reach /login by using the IP address and not the hostname, you need to mark the new site as the default site. As shown in the video, this setting is located at /appliance > Status > Basics > Default Site.

Once logged in, click Management, then Software Management.

Click Choose File and find the backup file you created at the beginning of the process. A warning appears to remind you that you also need to provide a Vault key backup if you are restoring a configuration containing Vault credentials onto a new B Series Appliance. Click Yes if you wish to continue and then click Upload Backup.

You will now need to update your DNS record and confirm login.

First, update your DNS A-record to route BeyondTrust site traffic to the IP address of the new B Series Appliance. Please note that DNS changes can take a little while to propagate.

Next, log in to your rep console and allow it to update (if applicable for your situation). Test by starting a remote support session.

To migrate currently deployed Jump Clients over to the new B Series Appliance, you will need to power down the old B Series Appliance.

If you need immediate technical assistance, please visit www.beyondtrust.com/support to start a live support session with the next available representative.