Migrating OrchestrateIT to a new server

Migrating your database

Note: The following steps could be disruptive so notify all OrchestrateIT users about the migration and inform them that they should stop using OrchestrateIT until this process is complete.

  1. On the new VM, install SQL Server 2016 express (or greater) using mixed mode authentication and configure as ‘Default Instance’.
    1. Set a secure sa password. It is your responsibility to secure the database server, however best practice is to disable this account after installation and use a different account with a non-default username.
    2. Assign the administrators group for your IT team (e.g. OC holder group for Queensland public schools) as SQL admins when prompted as only your personal account will be added by default.
  2. On the new VM, install SQL Server Management Studio.
  3. Enable the TCP/IP protocol in SQL Server Configuration Manager.
  4. Go to ‘Advanced Firewall’ on the new VM and add a rule to allow inbound connections via Port 1433 (TCP).
  5. Restart the server after the installation is completed. This will ensure that all services successfully start automatically upon system launch.
  6. Open SQL Server Management Studio on the new VM and connect to the database engine on the old VM. Try connecting to the database engine on the new VM as well to make sure that all of the services are running successfully.
  7. Right-click the existing database and go to ‘Tasks’ -> ‘Export Data Tier Application’. Follow the prompts to generate a bacpac file.
  8. Right-click the SQL Server instance on the new VM and choose ‘Import Data Tier Application’ Follow the prompts to import the bacpac file.
  9. Right-click the old database and choose ‘Tasks’ -> ‘Take Offline’ so that the database is not accidentally used prior to server decommissioning.

 

Installing OrchestrateIT for Revenue Collection

Note: If your school does not use OrchestrateIT for Revenue Collection this section is not applicable and can be skipped.

  • Download the latest version of ‘OrchestrateIT for Revenue Collection’ from the Download Portal – https://download.orchestrateit.com.au
  • Run ‘OrchestrateIT Online Setup.exe’ and enter your proxy credentials to download prerequisites (if prompted).
  • Review the ‘Terms and Conditions’ and accept if you agree. Choose the ‘App Only’ installation option and enter your school name and license key, ensuring it is an exact match of the details on your invoice.
  • Enter your database information when prompted and commence the installation process.
  • When the installation is completed, open Internet Information Services (IIS) Manager, go to the newly created site, ‘Authentication’, enable Windows Authentication and disable Anonymous Authentication. Optionally add a HTTPS binding (requires a certificate) and disable the HTTP (Port 80) binding (recommended).
  • On the file system, grant ‘IIS AppPool\NET Core’ access to the following folders:
    • C:\Program Files\dotnet (Read & Execute)
    • C:\Program Files (x86)\dotnet (Read & Execute)
    • C:\Program Files (x86)\OrchestrateIT\OrchestrateIT for Revenue Collection (Modify)
  • Open command prompt as an administrator, type ‘iisreset’ and press ‘Enter’.
  • Open a web browser and navigate to the hostname of the server. Enter your Windows credentials (if prompted) and ensure the OrchestrateIT sign-in page is displayed successfully. Try to sign in with valid OrchestrateIT credentials to ensure the database and Active Directory connection is working as intended. If you can’t sign in, contact the OrchestrateIT team for assistance.
  • Update the directory for student photos (if applicable).

 

Installing OrchestrateIT Connect

  • Download the latest version of ‘OrchestrateIT Connect’ from the Download Portal – https://download.orchestrateit.com.au
  • Run ‘OrchestrateIT Connect.exe’ and follow the prompts to install the application and any required prerequisites. Make note of the API key as this is required later.
  • Grant ‘Modify’ privileges for the account you specified during the installation process to the following directory: C:\Program Files (x86)\OrchestrateIT\OrchestrateIT Connect
  • In IIS Manager, change the binding for OrchestrateIT Connect to Port 8080 and restart OrchestrateIT (for Revenue Collection) on Port 80.
  • If your school does not use the OrchestrateIT Client (for Student ICT Management): in IIS Manager, go to ‘IP Address and Domain Restrictions’ for the OrchestrateIT Connect site. Edit ‘Feature Settings’ and deny access to all unspecified clients. Add a single allow entry for ‘127.0.0.1’. If your school uses the OrchestrateIT Client, do not perform this step.
  • Open the web browser from on the server and navigate to http://localhost:8080 to ensure you get a green ‘Database Connected’ message.
  • Run ‘OrchestrateIT Connect Scheduler’ in C:\Program Files (x86)\OrchestrateIT\OrchestrateIT Connect\Scheduler and make sure it finishes successfully. If not, contact the OrchestrateIT team for assistance.
  • Open ‘Task Scheduler’ and try running the OITC Scheduler task to make sure the associated user account has the necessary privileges. Make any required changes so that the scheduled task executes successfully.
  • In the database, update the source_folder values in the ‘ImportProfiles_Master’ table if the filepath for data imports will be different.

 

Updating configuration for the OrchestrateIT Desktop Client

Note: If your school does not use OrchestrateIT for Student ICT Management this section is not applicable and can be skipped.

  • On any workstation that has the OrchestrateIT Client installed, go to ‘SITE’ -> ‘Close Site’, then navigate to ‘SITE’ -> ‘Open Site’ -> ‘Specify Connection Details’. Enter your database connection details and click ‘Connect’.
  • Sign-in using your OrchestrateIT credentials, go to ‘Site Settings’ and generate a new site file. Distribute the new site file to all users.
  • Each user needs to launch the newly generated site file on their workstation to update their database connection details to the new server.
  • In ‘Site Settings’ update the OrchestrateIT Connect URL and API key to match details of the new server.