Migrating from PCoIP Management Console 1¶

Follow the steps outlined here to migrate your PCoIP Management Console 1 to PCoIP Management Console version 2 or later. This section only applies to PCoIP endpoints.

Step 1: Install and configure this version of PCoIP Management Console¶

To install and configure the current OVA version of PCoIP Management Console:

1. To install PCoIP Management Console using vSphere Client:
2. To log in to virtual machine console from vSphere Client:
3. Changing the PCoIP Management Console Virtual Machine Default User Password
4. Changing the Default Network Configuration.
5. Managing Licenses Online (optional).

6. If you are using an auto discovery method, update your DHCP or DNS server with the new PCoIP Management Console information:

   • Configuring DHCP Options (for DHCP discovery)
   • Adding the DNS SRV Record (for DNS discovery)
   • Adding a DNS TXT Record (for DNS discovery)

7. Using the Web Interface for the First Time.

8. Changing the PCoIP Management Console Web Interface Default Password.
   Teradici recommends that you disable the web UI admin user and create a new PCoIP Management Console administrative user.
9. From the PCoIP Management Console web UI, upload the desired 5.0 or later firmware file for your endpoints.
   At least one 5.0 or later firmware image must be uploaded before a profile can be created.

Step 2: Import profiles, create groups, and assign profiles to the groups¶

To import profiles, create and assign profiles to groups:

1. Log in to your PCoIP Management Console 1 web UI and make a note of the names of the profiles you want to import.

   Note

   Profile names are case- and white space sensitive.

2. Ensure that you can connect to your PCoIP Management Console 1 SSH server from your PCoIP Management Console virtual machine. To test:

   1. From the newly installed PCoIP Management Console virtual machine command line, type ssh teradici@<MC 1 IP address>.
   2. Enter your PCoIP Management Console 1 virtual machine password.
   3. Type exit to close the session and return to PCoIP Management Console.

3. Import profiles into this PCoIP Management Console.

4. From the PCoIP Management Console web UI, refresh the PROFILE page and check that your profiles have been moved over.

   Note: Importing process creates tab for endpoints

   The profile import process will create a tab for Tera2 Dual and Quad Zero Clients and Remote Workstation Cards. If you are only migrating one type of enpoint (quad or dual), it is recommended that you delete the tab for the other type to avoid accidentally configuring the wrong profile type. For example, if you are only migrating dual zero clients and you set properties in the QUAD tab, the profile will not be applied.

5. Select each profile and click EDIT to check that the profile settings are correct. For example, if your PCoIP Management Console 1 profile contained a certificate file, this file should also be present in your new PCoIP Management Console profile.

   Note: OSD logo is never imported

   The OSD logo is never imported. While you are in edit mode, you can manually add this logo to your PCoIP Management Console profile or modify the profile as desired. For details about other profile properties that are not migrated or that have been renamed by the profile import process, see PCoIP Management Console 1 Profile Properties Renamed or Not Migrated.

6. From the PCoIP Management Console 1 web UI, make a note of the groups that contain the endpoints you want to migrate and then create the groups from the new ENDPOINTS page on the new PCoIP Management Console using the same group names.

7. Associate the correct profile with each group in turn.

Step 3: Migrate each group of PCoIP Management Console 1 endpoints to this version of PCoIP Management Console¶

If you have a large deployment, Teradici recommends that you migrate your endpoints on a group-by-group basis, checking that the endpoints in each group have successfully migrated to the new PCoIP Management Console, before proceeding with the next group.

To migrate each group of endpoints:

1. Create and enable an auto configuration rule.
2. From PCoIP Management Console 1, upgrade Tera2 PCoIP endpoints to firmware 5.0 or later.
3. If you are not using DHCP options or DNS service record discovery, perform a manual discovery from the new PCoIP Management Console to discover the endpoints.
4. Refresh the new PCoIP Management Console ENDPOINTS page and check that the endpoints have been discovered and placed in the correct group with the correct associated profile.