IMF Tune - Bringing Back the Exchange Connection Filter
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:
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.
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:
On the other hand, if currently running IMF Tune v5.5 or later together with the Web Component, upgrading involves:
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:
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:
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.
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.
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.