Moving a SureSync 7 Communications Agent to a New Machine

There are times when it might be necessary to move a Communications Agent installation to a new machine with a different NetBIOS name. For instance, if the machine running the Communications Agent has a hardware failure or is replaced by a new piece of hardware. This is different from moving a full SureSync installation. Most of the configuration changes are made on the main SureSync machine.

To move the Communications Agent to a different machine you would do the following:

  1. Install the Communications Agent on the new machine.
  2. On the main SureSync machine, place any Schedules and Real-Time Monitors on hold that reference the old Communications Agent machine.
  3. On the main SureSync machine, click on the Home button, select Communications Agents, then Configure Communications Agents. In the Configure Communications Agent panel, configure the new Communications Agent.
  4. On the main SureSync machine, go through all of your Jobs that reference the old machine and modify those paths to reference the new machine. This is done by clicking on the Root Paths tab of the Job, highlighting the path to the old machine, and clicking Edit. You can then select the new agent from the drop-down and then browse to the correct location on the new machine.
  5. Once all references have been updated, click the "Licenses" button the ribbon bar and click the "Activations" button. Check "Deactivate" next to the name of the old Communications Agent machine and click the "Activate or Refresh via Internet" button. This will deactivate the old machine.
  6. Click on the Home button, select Communications Agents and then Configure Communications Agents. On the "Computers" tab, select the old machine. Click the "Delete Machine" button to completely free the license.
  7. Go back to Licenses by clicking on the "Licenses" button in the ribbon bar, click the "Activations" button, check Activate next to the new Communications Agent machine, and click the "Activate or Refresh via Internet" button to activate the new license.
  8. Please be aware that you might get licensing warnings as you work through this process. This happens because you’re technically exceeding your license until the old Communications Agent machine is removed completely. Just continue through the steps and the licensing issues will clear themselves by the time you’re done with the process.

Also, if you’re unsure of your configuration changes then it is a good idea to preview each Job before turning your Schedules and Real-Time Monitors back on.