Wally Mead presents a plan for migrating from Configuration Manager 2007 to Configuration Manager 2012 R2. The plan includes verifying the existing 2007 environment is ready, preparing the new 2012 environment, mapping the 2007 hierarchy, sharing distribution points, migrating objects, clients, and distribution points, and finally cleaning up migration data. The migration process will take time but involves mapping the hierarchies, migrating collections and associated objects, upgrading clients, and converting distribution points before removing references to the 2007 site. Cireson can assist with Configuration Manager migrations, upgrades, and health checks.
1. Date: July 16th, 2014
Name: Wally Mead
Leaving the Dark Ages: Migrating from
Configuration Manager 2007 to Configuration
Manager 2012 R2
2. Agenda
CiresonValue Proposition
Verifying that the existing environment is ready for migration
Preparing the new environment
Mapping the source hierarchy
Sharing distribution points
Migrating objects
Migrating clients
Migrating distribution points
Cleaning up
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4. VerifyingThat the Existing Environment is Ready
Verify that the Configuration Manager 2007 is a supported version for migration
Must be service pack 2 (build 6487.2000)
The R2 or R3 add-ons do not matter for migration
Understanding what can, and can’t, be migrated
Most of your objects can be migrated
The migration process won’t migrate reports, queries, security configuration
However there are manual processes to migrate custom reports and queries
You don’t want the security stuff – role-based administration is way cooler and easier to use
Remote distribution points with no other site roles can be migrated
Distribution points with any other roles on them cannot be migrated
The one exception is a secondary site can be migrated to a Configuration Manager 2012 DP
Clients supported by Configuration Manager 2012 can be migrated
Windows XP SP2/3 and newer
Of course, you should be offWindows XP by now
5. Preparing the New Environment
Must stand up a new Configuration Manager 2012 environment as no in-place upgrade is available
Preferably Configuration Manager 2012 R2 however migration works from Configuration Manager 2007
to Configuration Manager 2012 RTM, SP1 or R2
Try to collapse the number of sites
The preference is to be running in a stand-alone primary site environment with no child sites
That’s not always possible, however a very strong recommendation
As a general rule, map site systems one-to-one
Whatever site roles you have installed in Configuration Manager 2007, you will likely need in Configuration
Manager 2012
Roles that no longer exist in Configuration Manager 2012:
Server locator point – functionality added to the management point
PXE service point – functionality added to the distribution point
Reporting point – replaced by the reporting services point
Ensure software update point metadata is synced the same as previously
If not, won’t be able to migrate software update objects
6. Mapping theSource Hierarchy
This establishes a connection between the old and new infrastructures
Map from the Configuration Manager 2007 central site to theConfiguration Manager 2012 primary
site (or CAS if applicable)
Need to configure two accounts:
One to connect to the source SMS Provider
One to connect to the source Configuration Manager site database
This will ‘discover’ all objects from Configuration Manager 2007 that can be migrated to Configuration
Manager 2012
It does not migrate any objects
The Migration Dashboard will display available objects and clients
7. Sharing Distribution Points
As part of the mapping process, you can configure to share distribution points
A shared distribution point allows Configuration Manager 2007 clients, as well as Configuration
Manager 2012 clients, to access content on the same distribution point
This is still a Configuration Manager 2007 site system, which means you cannot add new Configuration
Manager 2012 content to it
This also implies that Configuration Manager 2012 clients can only use a shared distribution point to access
migrated content
All distribution points can be shared – branch DP, shared DP, standard DP
Caveats:
Sharing distribution points shares “all” distribution points
You can’t pick and choose which ones to share
Sharing creates boundaries and boundary groups in Configuration Manager 2012 automatically
These are required to allow Configuration Manager 2012 clients to find the shared distribution points
8. MigratingObjects
After data gathering has completed, you can start object migration
Two primary types of migration jobs:
Collection migration
This migrates collection definitions and objects associated with/assigned to the collection(s)
Likely will be the majority of migration jobs created
Object migration
This is the manual selection method of objects you want to migrate
Can migrate all OSD objects, all of “John’s” objects, etc.
In either job type, many configuration settings to configure
A few are unique to the job type
Migration is not a one-time task
It will take time to migrate everything desired to be migrated
May need to ‘re-migrate’ some objects after modification in Configuration Manager 2007
9. MigratingClients
You can start migrating clients at any time, however usually will be after object migration has completed, at
least for the collection that the client is a member of
Migrating clients essentially uninstalls the Configuration Manager 2007 client and reinstalls the
Configuration Manager 2012 client
Maintains client information so that it does not re-run previously run advertisements
You can use any client deployment methods you want to migrate clients
Software distribution is a very popular client upgrade/migration method
Point to Configuration Manager 2012 client installation binaries
This process will take time to complete, as you may have hundreds, or thousands, of clients
Likely not a single weekend task
Recommendation – pre-install .NET Framework 3.5 or later prior to client migration
Configuration Manager 2012 clients require it, and it takes ~20 minutes to install and reboot
10. Migrating Distribution Points
Once you have the clients migrated, you can migrate any desired distribution points
Migrating a distribution point maintains the content, and converts it to the content library
Must have enough disk space (roughly twice the shared content size)
The old SMSPKGx$ share is cleaned up after migration
Must be a stand-alone distribution point
Can’t have any other site system roles installed, not even a PXE Service Point
The one exception is a secondary site which can have all of its normal roles installed
Once migrated, the distribution point is removed from the Configuration Manager 2007 site
That means it is no longer accessible by Configuration Manager 2007 admins or clients
Now new Configuration Manager content can be distributed to the migrated distribution point
11. CleaningUp Migration Data
Now that you have successfully migrated all appropriate:
Collections
Objects
Clients
Distribution points
You can clean up the migration data
Stop data gathering
Clean up migration data
This removes all references to the Configuration Manager 2007 site from Configuration Manager 2012
This does NOT remove any migrated objects, collections, clients or distribution points
Start the process over for any Configuration Manager 2007 child primary sites that contain objects owned by
the child site that you want to migrate
Repurpose the old Configuration Manager 2007 hardware
12. Summary
Migration is not a hard process to complete, just time consuming
Verify that the existing environment is ready to migrate
Prepare the new environment
Map the source hierarchy
Share distribution points
Migrate objects
Migrate clients
Migrate distribution points
Clean up
Pretty simple – now go do it! Leave the dark ages and join us in the here and now
13. Cireson can help withConfiguration Manager!
Cireson can help yourConfiguration Manager needs by aligning with the
following initiatives:
Configuration Manager 2007 or 2012 health checks
Configuration Manager 2007 to 2012 migrations
Configuration Manager 2012 R2 upgrades
Configuration Manager 2012 full implementation deployments
System Center full upgrades or full implementation deployments
We’re here to help, contact Cireson at team@cireson.com