Backup/restore upgrade procedure

This section covers:

• Upgrade procedure

• Deploying the PAM Server

• Upgrading the PAM Server

• Upgrading the PAM UI

• Post upgrade tasks

Upgrade procedure

The diagram provides a high-level overview of the process for upgrading your PAM Server.

Backup/restore upgrade procedure flowchart

Warning

Before starting your upgrade make sure that all prerequisites have been met.

Deploying the PAM Server

Deployment into the different supported infrastructures may vary, therefore click on a link below to be navigated to the correct deployment steps.

• Deploy using VMWare vSphere
• Deploy using Microsoft Azure
• Deploy using Microsoft Hyper-V
• Deploy using Amazon Web Services

Upgrading the PAM Server

Once the PAM Server has been successfully deployed into your infrastructure you will need to run through the setup and configuration.

1. Open the console window of the new PAM Server.

2. Within the Console window, press ENTER when prompted to start the setup and configuration.

   

3. Read and accept the EULA to continue.

   

4. Within the Configure Networking screen, configure the following virtual appliance settings. Press TAB to navigate between the fields.

   • IP Address: Enter the IP Address which will be used to connect to the virtual appliance.
   • Netmask: Enter the network mask.
   • Gateway: Enter the network default gateway IP address.
   • Primary DNS: Enter the network primary DNS IP address.
   • (Secondary DNS): Enter the secondary DNS IP address if relevant, else leave blank.

   

5. Once completed TAB down to the OK button and press ENTER.

6. When you get to the PAM Server Restore screen, SFTP onto the virtual appliance using the IP Address, username and password shown on the screen.

   

7. Copy the backup file of the PAM Server you want to restore onto this new PAM Server. Once successfully copied, the screen will update and the copied backup file will appear in the list.

   

8. Select the backup file and press ENTER. When prompted TAB to the OK button and press ENTER.

   

9. Enter the Master Encryption Key (including dashes) of the PAM Server that the backup was taken from. Select OK and press ENTER.

   

10. Within the Enter a hostname window, enter a name to identify the new PAM Server.

    

11. TAB down to the OK button and press ENTER.

12. Enter the FQDN (all in lowercase) or IP Address which will be assigned to the node. The configuration entered here is used to communicate between nodes.

    If the following error occurs then make sure that the hostname can be resolved and check if it has been included in the DNS A records - see Prerequisites.

    

13. TAB down to the OK button and press ENTER.

14. Set a password for the Primary SuperAdmin account. The username (SuperAdmin) and the password will be used later to log into the PAM UI.

15. TAB down to the OK button and press TAB.

16. Confirm the primary SuperAdmin account password.

17. TAB down to the OK button and press TAB. Wait while the system is configured.

    

    From release v7.2 the PAM Server and PAM UI have been integrated to provide a single unified installation.

    Make a note of the https address which will be required to connect to the server via the unified UI.

    If you wish to install and configure a separate PAM UI Server click here for instructions.

Upgrading the PAM UI

This step is only required if you have an existing PAM UI Server. The PAM UI must be on the same version as the PAM Server to benefit from all the enhancements.

Upgrading using different supported infrastructures may vary, therefore click on a link below to be navigated to the correct upgrade steps.

• Upgrade using VMWare vSphere
• Upgrade using Microsoft Azure

System configuration

Uploading an Osirium product licence

Once the configuration has completed and your virtual appliance has rebooted, you will need to log on using the PAM UI and upload a valid Osirium product licence to get started.

1. Click here for instructions on how to log on to the PAM Server via the PAM UI.

2. Once successfully logged on, open up the Admin Interface. You will be prompted to upload a valid Osirium licence before you can start using the PAM Server.

   Click Choose File and select the licence file.

   

3. Click Upload.

4. Click Acknowledge within the Action notifications window. Your browser will be refreshed.

5. Your PAM Server is now ready.

   

6. To confirm the cluster status, on the Admin Interface navigate to the System configuration > Clustering tab. Information on this page will update if additional nodes (followers) are joined to the cluster.

   If there is only one node the Local role will be displayed as Standalone.

   

   Once a second node has been created and joined to the cluster the Local role will be updated to Leader and the Node status will be displayed as Clustered.

   

Post upgrade tasks

Before opening any device connections that use an Active Directory account, an audit needs to be manually triggered on all provisioned Active Directories. You can do this by right clicking the named Active Directory from the Manage Active Directory page, and select Trigger audit from the menu. This will allow additional fields on the Active Directory account page to be populated.

Once the backup has successfully installed, log onto the PAM Server using the PAM UI.

Before allowing users to connect back onto the PAM Server:

• Ensure the devices are running successfully.

• Ensure the devices are still accessible through the PAM UI.

• Within the Admin Interface, re-enable scheduled Regenerate Account Credentials for all devices tasks.

• Take a backup of the new PAM Server.