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How to carry out a Cortado Server migration

If you want to move from an old version of Windows Server (e. g. Windows Server 2008) to a new version of Windows Server, then it’s necessary to migrate Cortado Server. For Cortado Server you need at least Windows Server 2016.

Aim

This How To explains the steps that must be undertaken to carry out a step-by-step migration of Cortado Server to a new server in parallel operation. If, as well as devices, you also have to migrate project spaces and the contents of user storage, then please discuss it with your sales contact partner, as such migrations demand a different approach.

Implementation

The migration scenario recommended by Cortado is migration in parallel operation. In this scenario, two Cortado servers are operating in parallel. The legacy system remains in place until all the user’s devices have been moved to the new system. This migration scenario holds few risks, nonetheless, we do ask you to work through these steps in sequence. It is recommended to do a test run of the entire process with some test devices, to ensure that nothing is forgotten during the transfer.

1. Licensing
  • In preparation for the move, please speak to your service contact partner to get information about transfer licences for a parallel operation for the purpose of migration. Like the demo licences that are provided with each installation of Cortado Server, these licenses are limited to 30 days and 5 users. In discussion with your service contact partner, work out an adequate timeframe for the migration.
2. Building the new system
  • Install the latest version of Cortado Server and, if required, Cortado Proxy Extension and enter the transfer licenses you received. If you have to activate these (you are migrating for longer than 30 days), then do it now.
3. Migrating APNs
  • Migrating the Apple Push Notification services is not necessary. You can simply generate a certificate request on the new server and download the Apple Push Certificate. For further information please click here.
4. Migrating the VPP
  • If you use licenses from the Apple Volume Purchase Program, copy the sToken in the VPP account on your old Cortado server and use it to configure the VPP account on the new Cortado server. For further information please click here.
5. Migrating Android Enterprise
  • If you use Google Accounts to manage Android devices, you can use the server migration to switch across to Managed Google Play Accounts, the more modern and simpler configuration method. Enter the information you receive into the new server. If you are already using Managed Google Play Accounts, then you can transfer the information from your old server to the new one. For further information please click here.
6. Migrating users/groups
  • In this step of the migration all the groups and users are imported to the AD in the usual way.
7. Migrating settings
  • Now transfer all the settings under Control Panel→App&Docs, Profiles and Policies and assign the contents to the corresponding users/groups.
8. Migrating iOS devices (DEP devices with VPP apps)
  • If you use the Apple Device Enrollment Program, you now store the new Cortado server as an MDM Server in the Apple Business ManagerFor further information please click here.Uncouple the devices that you want to move from the old MDM Server and assign them to the new MDM Server.
  • Delete the assignment of VPP apps on the old server. Do this by selecting the apps in question in the left side column under Apps&Docs and then click on Unassign→ Unassign Users or Unassign Groups. This step is critical, otherwise it can result in license conflicts in the VPP if the device is to have VPP applications assigned through the new server. Back up all files saved locally on the device. After deleting the apps and backing up any local files, you can remove the MDM profile from the device and reset the device to default factors settings. Then put the device in service on the new server.
9. Migrating iOS devices (VPP apps)
  • Delete the assignment of the VPP apps from the old server. To do so, select the required apps in the left column under Apps&Docs and then click on Unassign→ Unassign Users or Unassign Groups. This step is critical, otherwise it can result in license conflicts in the VPP if the device is to have VPP applications assigned through the new server. After the apps have been deleted, you can remove the MDM profile and connect the device to the new server.
10. Migrating iOS devices
  • If you want to migrate iOS devices that are not using applications from the VPP and are not DEP registered, then it suffices to remove these devices from the management console with Remove and then register them on the new server.
11. Migrating Android devices (Work Profile)
  • If you want to migrate Android devices operating in Work Profile mode, then it suffices to remove these devices from the management console with Remove and then register them on the new server.
12. Migrating Android devices (Fully Managed/Work Managed Device)
  • If you want to move fully-managed Android devices, then restore them to default factory settings. Make certain that you also back up any files that may be stored locally on the device. Then you can likewise click on Remove to remove the devices from the old server and then connect to the new server.

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