Upgrading/Migrating to IMF Tune v8

This article discusses various upgrade/migration scenarios you may encounter when deploying IMF Tune v8. In both Upgrades and Migrations our primary goal is to retain the configuration settings of the old IMF Tune installation.

Upgrade - Installing the latest IMF Tune version on a machine that is currently running an earlier IMF Tune version.

Migration - Transferring an IMF Tune installation to new hardware.

IMF Tune v8 is made up of two components:

1. IMF Tune Server for Exchange
2. IMF Tune Moderator/Reporting Web Interface

The Web interface component is optional. In fact, IMF Tune can be run without it ever being installed, but of course we would be missing all the functionality this interface delivers.

More importantly, when upgrading/migrating we are able to first focus exclusively on the IMF Tune server component. Completing the IMF Tune server upgrade, the core filtering functionality is immediately available. The Web component installation may then be completed without causing any disruption.

General Considerations

The Moderator/Reporting Web Component was first introduced in IMF Tune v5.5. If currently running IMF Tune v5.0 or earlier, or running any other IMF Tune version without the Web Component, a complete upgrade involves:

1. Upgrade/Migrate the IMF Tune Server
2. Fresh installation of the Web Component

On the other hand, if currently running IMF Tune v5.5 or later together with the Web Component, upgrading involves:

1. Upgrade/Migrate the IMF Tune Server
2. Upgrade/Migrate the Web Component

In this document we only discuss upgrading/migrating. If installing the Web component for the first time please also refer to the IMF Tune Moderator/Reporting Manual.

Upgrade/Migrate the IMF Tune Server

Upgrading to IMF Tune server v8 may involve an in-place upgrade or a move to new server hardware. This is especially true because IMF Tune supports all of Exchange 2007, 2010, 2013, 2016 and 2019. Since Exchange version upgrades require migration to new hardware, IMF Tune needs to move along whenever Exchange is upgraded.

1. In-Place Upgrade from IMF Tune v2.x/v3.x

When installing IMF Tune v8 on a machine where IMF Tune v2.x/v3.x is currently installed, follow these steps in order to retain your current configuration settings:

1. From the Control Panel Add/Remove Programs applet, uninstall the current IMF Tune build.
2. Restart the IIS Admin service.
3. Install the latest build to the same disk location where the previous build was installed. IMF Tune will automatically adopt the configuration of the previous installation.

2. In-Place Upgrade from IMF Tune v4 or Later

When upgrading from IMF Tune v4 or later, start by downloading the latest IMF Tune v8 build from the WinDeveloper Software site. Run the installation on the machine where IMF Tune is currently installed. The setup will automatically detect the installed build and guide you through the upgrade procedure.

3. Moving any IMF Tune version to IMF Tune v8 on a New Machine

When moving IMF Tune to a new machine we perform a Backup-Restore Cycle using the IMF Tune Backup/Restore Wizard. This tool supports replicating settings across servers. We will need this functionality to make sure all settings are migrated correctly.

In the sections that follow we consider two scenarios:

• The old IMF Tune machine is still up and running.
• The old IMF Tune machine is no longer running but we still have the Hard Disk where IMF Tune was installed.

3.1 Moving Settings - Old IMF Tune Machine Still Running

This method can be employed if the old IMF Tune machine is still up and running. Even if the old IMF Tune itself was uninstalled, this will still work. What we need is the machine and the configuration files of the old IMF Tune.

1. Start from the server where the old IMF Tune is/was running.

   If the old IMF Tune is still running, upgrade this to version 8. Here, depending on your old IMF Tune version, follow the relevant procedure: In-Place Upgrade from IMF Tune v2.x/v3.x or In-Place Upgrade from IMF Tune v4 or Later.

   If the old IMF Tune was uninstalled, install IMF Tune v8. Here make sure that IMF Tune v8 is installed at the application directory where the old IMF Tune was installed.

   If it is no longer possible to install/upgrade IMF Tune at the old server, abort this procedure and check the next section Moving Settings - Old IMF Tune Machine Not Running.

   Note: This is just a temporary install. We won't need this IMF Tune installation after migrating the settings.

   Note: A license is not required for this IMF Tune installation.

2. At the old IMF Tune server machine, run the IMF Tune Backup/Restore wizard. Start this from the IMF Tune application program group. Select the Backup option and follow the wizard steps to create a configuration backup (*.ibak) file.

3. If you didn't do so already, install IMF Tune v8 on the new server machine.

4. Transfer the configuration backup file created in step 2 to the new server.

5. On the new server run the Backup/Restore Wizard. This time select Restore making sure to:

   • Select the *.ibak backup file at the Restore Source step
   • Select 'Restore all settings' at the Restore Items step
   • Select 'Automatically adjust file paths if replicating settings across servers' at the Restore Options step

6. Uninstall IMF Tune v8 from the old server machine.

Note: The Backup/Restore Wizard can only be used when moving configurations across IMF Tune installations running the same version.

3.2 Moving Settings - Old IMF Tune Machine Not Running

This method only requires the availability of the IMF Tune configuration files from the old IMF Tune server machine. In case of disaster recovery, all we need is access to the Hard Disk of the machine being replaced.

Note: The IMF Tune uninstallation does not delete the configuration settings. Thus, we can follow this procedure as long as we did not manually delete the IMF Tune application directory.

1. If IMF Tune v8 is already installed at the new destination machine, uninstall this and delete the IMF Tune application directory.

2. At the new destination machine create the following directory:
   <Program Files>\WinDeveloper IMF Tune

3. From the Hard Disk where the old IMF Tune server was installed, locate the following directories:
   <Old IMF Tune dir.>\config
   <Old IMF Tune dir.>\configv3
   <Old IMF Tune dir.>\configv4
   <Old IMF Tune dir.>\configv5
   <Old IMF Tune dir.>\configv6
   <Old IMF Tune dir.>\configv7
   <Old IMF Tune dir.>\configv8

   NOTE: Depending on your IMF Tune installation history some of these directories may not be present.

4. Copy these directories and all files within them to the destination machine under:
   <Program Files>\WinDeveloper IMF Tune

5. On the destination machine install IMF Tune v8. Make sure the IMF Tune installation destination directory is:
   <Program Files>\WinDeveloper IMF Tune

6. Run the IMF Tune Backup/Restore wizard. Start this from the IMF Tune application program group. Select the Backup option and follow the wizard steps to create a configuration backup (*.ibak) file.

   Note: IMPORTANT - Do not save the backup file under the IMF Tune application directory.

7. Uninstall IMF Tune v8 from the destination server. We have to do this because at this point the IMF Tune configuration is not 100% correct.

8. At the destination machine delete the IMF Tune application directory, including all files and sub-directories:
   <Program Files>\WinDeveloper IMF Tune

   Note: IMPORTANT - Make sure not to delete the backup created in Step 6.

9. Re-install IMF Tune version 8 on the destination machine.

10. Run the Backup/Restore Wizard again. This time select Restore making sure to:

    • Select the *.ibak backup file from Step 6 at the Restore Source step
    • Select 'Restore all settings' at the Restore Items step
    • Select 'Automatically adjust file paths if replicating settings across servers' at the Restore Options step

Upgrade/Migrate the Web Component

Since the Moderator/Reporting Web Component was first introduced in IMF Tune v5.5, this section is not relevant to those running earlier IMF Tune versions. Likewise it is not relevant to users running IMF Tune without the Web Component. In these cases to start using the Web Component check the IMF Tune Moderator/Reporting Manual.

Upgrading the Web Component simply involves updating the IIS ASP.NET application interface. To do that, just run the v8 Web Component installation on the same machine where it is currently running.

If you would like to move the Web Component to new hardware, simply uninstall the Web Component from its current machine and install it on the new machine. When at the end of the installation the database connection wizard is launched, make sure to connect to the SQL Database that was in use by the previous installation.