Introduction

This guide describes the essential steps and notable notes for a smooth transition from previous ProCall Enterprise versions to ProCall DataCenter.

This guide basically describes the recommended procedure for migrating an existing installation.

Notes before installation

Licenses required

Please note that when upgrading from ProCall Enterprise to ProCall DataCenter, DataCenter licenses (for both users and servers) are required. You will need to enter these after installation.

Synchronize client and UCServer versions

UCServer and clients are usually only compatible with each other in the same product. However, for migration purposes, a ProCall Enterprise client can also be operated with ProCall DataCenter for a short time until the clients are rolled out after the UCServer update. The clients are compatible as follows:

Migrate databases

Plan sufficient time for the migration of large databases for the transfer of e.g. previous chats. 

Match estos product combinations

Please note that when using several estos products in combination, the respective product versions (major releases) must be compatible and may have to be upgraded as well. New licenses may also be required here. 

Please note the respective ProCall DataCenter system requirements. The current Release Notes show the current status of the product combinations or changes to combinations.

Recommended sequence

You should upgrade the server installation first, and then promptly upgrade the client versions and apps.

Backup data 

Backup of the existing environment

Before you start migrating the installation, please be sure to perform a data export of all data in the UCServer under File >> Data export and, if possible, create a backup of the existing installation. If you are operating the UCServer with a Microsoft SQL Server database connection, it is recommended that you create a backup of the database beforehand.

Prepare configuration data

Make sure that you have selected "Configuration data" and "Databases" when exporting data in the UCServer under File >> Data export. The export is not only intended as a backup, but is also used for migration purposes. 

Prepare user management

Internal user management (UC-Server user administration sql-supported/file-based)

Make sure that you have selected "Users", "Groups" and "Computers" when exporting data in UCServer under File >> Data export (inactive). The export is not only intended as a backup, but is also used for migration purposes. 

A migration of the user administration must be done manually in this case. 

Active Directory/Schema extension

If Active Directory is to continue to be used as a data source for users, groups and computers, no special preparations are required for the update. This also applies if a schema extension has been made.

Migration of server software

Uninstalling ProCall Enterprise

Uninstall ProCall Enterprise using the setup wizard. During the deinstallation process you will be asked if you want to remove the settings and configuration files:

Please answer "Yes" to this question, otherwise problems may occur during the further course of the installation.

Installation of the first ProCall DataCenter server

Install the first ProCall DataCenter UCServer. To do this, follow the instructions in the Installation instructions. On the "Installation mode" page, select the option "Create new multi-server environment ... Create" and the subitem "Import exported configuration". Import the file created during the data export in ProCall Enterprise UCServer (see "Backup of the existing environment").

Installation of additional ProCall DataCenter servers

Now install the additional ProCall DataCenter UCServers. To do this, follow the instructions in the installation guide. On the "Installation Mode" page, select the option "Join an existing multi-server environment ... Join an existing multi-server environment" and follow the further steps of the wizard. 

Set the server list

If you propagate the information of the UCServers to be used via DNS-ServiceLocationRecord in your network, update and extend the entries so that all servers of the multi-server environment appear there. However, you can also distribute the server list via ProCall DataCenter installation, configuration and settings. 

Setup and distribution of users and lines

After all servers have been installed and are part of the network, you define which users are "at home" on which server. To do this, define the "home server" of the respective user in the administration interface under the menu item "Users". This is the server to which the client connects. Also check whether the desired users are set to active. 

Please make sure in the line management that the line assigned to the user is available on the respective server. 

Client software update

ProCall Enterprise for the Windows workstation

The clients can be updated either manually at each workstation by calling the installation program, by an external packaging software. It must be ensured that the existing ProCall Enterprise client is completely uninstalled before the ProCall DataCenter client is installed. A distribution of the software on the part of ProCall's own software distribution can only take place again once the ProCall DataCenter client has been installed. If a distribution of the software via the software distribution service is not desired, please make sure that you have deactivated the automatic client update service.

The favorites and lines are obtained directly from the server and were already modified when the server was updated.

ProCall Mobile – native apps for iOS and Android

For the ProCall mobile apps, you must initiate the update to each mobile device from the App Store ("ProCall Mobile") or send the app users a notification email using the Configure and Invite Users... in the UCServer Administration in the item "Online Services" to send a notification by e-mail in which the information about the commissioning of the new mobile app version is made available.

ProCall Enterprise for the Mac workstation

Older versions are no longer compatible with ProCall 7 Enterprise and must also be updated to the current version.

Completing the migration

Please refer to the general measures for completing the migration.