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How to move RM Unify AD Sync to a new server in the same Active Directory
Published Date : 17 Aug 2017   Last Updated : 04 Oct 2024   Content Ref: TEC5831682  





Symptoms

You have an existing installation of RM Unify AD Sync that is provisioning users to RM Unify. You want to move RM Unify AD Sync to a new server in the same Active Directory. This article explains how to do this.

Very important note: The steps assume that the new server resides in the same Active Directory as the existing server. If the new server is in a different Active Directory or you have recently moved to a new Active Directory (new AD accounts) and are reinstalling RM Unify AD Sync, please refer to TEC4061769 in the Other Useful Articles section below.



Requirements

Summary of steps
  1. Note the configuration of the existing RM Unify AD Sync installation.
  2. Stop and disable the RM Unify AD Sync service.
  3. Install and configure RM Unify AD Sync on the new server.
  4. Test the new installation.
  5. Uninstall original RM Unify AD Sync installation.


Procedure

Note the configuration of the existing RM Unify AD Sync installation
  1. On your existing RM Unify AD Sync server, open RM Unify AD Sync Config Tool.
  2. Click each AD Filter and make a note of the container path and optional group used and whether a mail attribute and admin rights have been specified.
  3. Click each role mapping and make a note of the settings. If you have a CC4 network, there is no need to make a note of the role mappings as the new installation will use the default configuration.

Stop and disable the RM Unify AD Sync service
  1. On your existing RM Unify AD Sync server, click Start, Run and type services.msc.
  2. Right-click RM Unify AD Sync Service and select Properties.
  3. In the Startup type, select Disabled.
  4. Under the Service status, click Stop.

Install and configure RM Unify AD Sync on the new server
  1. Download the latest RM Unify AD Sync release notes and installer from DWN3182456 in the Other Useful Articles section below.
  2. Install AD Sync on the new server.
  3. Launch the RM Unify AD Sync Config Tool and register your RM Unify establishment as detailed in the release note.
  4. Recreate the AD filters and role mappings using the settings you noted earlier. If you used AD groups in your filters, these too must be recreated and populated with the desired users.

Test the new installation
  1. Change the AD password of a user that has already been provisioned to RM Unify and confirm you can successfully sign in to RM Unify with the new password.
  2. Confirm you can provision a new AD user to RM Unify and sign in to RM Unify as the new user.

Uninstall original RM Unify AD Sync installation
  1. On the original server hosting the disabled RM Unify AD Service, open 'Programs and Features'.
  2. Click to uninstall RM Unify AD Sync. There is no need to reboot the server.
  3. Once uninstallation is completed, you may delete the C:\Program Files(x86)\RM\RM Unify AD Sync folder.


Other Useful Articles

Migrating RM Unify AD Sync user provisioning to a new Active Directory (TEC4061769)

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Document Keywords: ad, sync, ad, ad sync, new server, rm unify, TEC5831682


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