Upgrade the Hybrid Connector: Migration steps

• Navigate to the CoreView Portal and access:: “Settings” > “My organization” > “On premises” > “On-premises configuration”.
• Click the “Edit” button and note down your API key:

You will need this API key later when setting up the Hybrid Connector 2019.

• Deploy the Hybrid Connector on your new server following the instructions in the Hybrid Connector deployment official documentation. This procedure works to upgrade to both 2019 and 2022 versions. 
• When prompted to enter your API key, pause and proceed to the next step.

Return to the CoreView portal to close your management session. It is advisable to disable the “Auto-enable management session” option during the migration. Toggle it off and save your changes.
 

After this, disable CoreView Management by clicking “Turn off management”.

• Stop the CoreView Connector Windows Service on your server to be decommissioned.
• To prevent an automatic restart, change the service status to disabled.

• On your server, navigate to C:\Program Files (x86)\CoreView Agent 
• Open Forward365.Service.PowershellService.Agent.exe.config with Notepad.
• Copy all custom key settings from the appSettings section to the corresponding file on your Windows target Server.

Example of custom settings to copy:

<add key="gMSAEnabled" value="true" /> 
<add key="gMSAName" value="CoreViewHybrid" /> 
<add key="gMSAImporterEnabled" value="true" /> 
<add key="gMSAImporterName" value="CoreViewImporter! />

Also, check for a config.json file in the C:\Temp directory. If it exists, copy it to the same location on the new server.

Here is an example of what the file content might look like:

{
"BackwardCompatibility.SingleForest.ActiveDirectory": "domaincontroller.yourdomain.local",    
"BackwardCompatibility.SingleForest.Exchange": "http://exchangesrv.yourdomain.local/powershell"
}

• Migrating from 2016 to 2019: only remove the SKU FT:HYBRIDOS2016
• Migrating from 2016 to 2022: remove the  SKU FT:HYBRIDOS2016 and add the SKU FT:HYBRIDOS2022
• Migrating from 2019 to 2022: only add the SKU FT:HYBRIDOS2022

 These steps are necessary for the new CoreView Hybrid Connector service to fetch the right docker image.

• Once the SKU is managed, apply the previously noted API key on your new CoreView Hybrid Connector server's configuration page.

You should get the following confirmation message:

• In the CoreView portal, go to “My organization” > “On premises”.
• Re-verify your configuration by clicking the blue verify button. 

To monitor progress, check the log files in the C:\Temp directory on your destination server.

Once you get the following message, your configuration is complete.

Optionally, uninstall the CoreView Hybrid Connector from your Windows Server to be decommissioned where the service was previously disabled.

• Reactivate your CoreView Management session.
• If you have pending tasks, they will be processed once the session is active again.

Re-enable the “Auto-enable management session” feature you had disabled earlier.