56412: BackupAgent: Using Migration Portal to Upgrade to Acronis Backup Cloud

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Migration Portal

Migration Portal is a tool to help facilitate transfer of install base from BackupAgent to Acronis Backup Cloud. The tool is designed to be used by Partner and allows planning and performing automated transfer of groups, users, and backup plans for majority of end user configurations. Non-supported end user configurations are explicitly reported by Migration Portal. Groups and users for such accounts are transferred automatically, however backup plans need to be manually configured as a post-migration step. Acronis provides instructions to perform manual steps for each of such configurations.

End user backup data conversion is not supported for security considerations. Once groups, users, and backup plans are transferred to Acronis Backup Cloud, initial and further incremental backups are scheduled through Acronis Backup Cloud. Historical backup data remains available to end user through BackupAgent for restoration purposes. Once retention period for the data runs out, BackupAgent subscription for the Customer can be decommissioned and the user continues using Acronis Backup Cloud for backup and restore operations. If your Customers have lengthy retention periods for the data which cannot be reconsidered for legal or other reasons, contact your Acronis representative for guidance. 

You can download migration workflow and Migration Portal usage training materials here:

  • PDF presentation
  • Video tutorial
    Changes since the video tutorial was created:
    9:10 and 10:50 - Agents can be automatically installed on an SQL or Exchange server, however, require manual registration
    9:50 - Migration of backup tasks containing inclusion filters is supported in the current client version
    9:50 - Backup plans with one-time schedule are supported in the current client version and will be migrated
    10:25 - Verbose logging includes only data passed during the import process and does not contain client logs

Supported OS and backup plan configurations

Current version of Migration Portal supports end user OS versions and backup plan configurations listed in this section. If you are unable to locate an OS or configuration reported in the Pre-Check report in the list of supported ones, reach your contact at Acronis or Acronis Support for information on when (if) the support will be added.

Supported OS:

  • Windows Vista, all editions, 32-bit & 64-bit
  • Windows 7, all editions, 32-bit & 64-bit
  • Windows 8.x, all editions, 32-bit & 64-bit
  • Windows 10
  • Windows Server 2008, all editions, 32-bit & 64-bit
  • Windows Server 2008 R2, all editions, 64-bit
  • Windows SB 2011 R2, all editions, 64-bit
  • Windows Server 2012, all editions, 64-bit
  • Windows Server 2012 R2, all editions, 64-bit
  • Linux Distributions (except for Solaris)
  • OS X

Supported backup plans configurations:

  • Local files / folders
  • Map drive with custom credentials (Network files)
  • System state
  • Whole Hyper-V instance
  • Specific VM

Supported backup plan schedules:

Schedule type Configured in Backupagent Migrated to Acronis Backup Cloud
Daily Single time Daily with start time
Multiple times Hourly with custom repeat interval (in minutes or hours) between first and last scheduled time
Weekly With selected days of week and time Weekly with selected days of week and time
Monthly With selected week number and day Monthly with selected week number and day
Once With specific date and time Without active schedule and has to be runned manually after migration is finished

Prerequisites

We recommend that you discontinue sales of BackupAgent prior to migration, otherwise migration process would be difficult to manage.

Before you may proceed with migration, new BackupAgent server and client versions need to be deployed. Follow steps below to fulfil prerequisites and verify necessary settings before migration. 

Upgrade BackupAgent server and publish client software:

  • BackupAgent SPLA partners:
    1. Download the updated server version and deploy it by following deployment guide:
    2. Migration process involves unattended deployment of updated BackupAgent and Acronis Backup Cloud client software to end user environment. Corresponding software packages need to be put at BackupAgent server before migration starts:
      • BackupAgent Client 5.5.0 (build 15825 or above for Windows, build 15828 or above for Mac/Linux): BackupAgent.zip
      • Please note that the above BackupAgent Client applications are not branded. Branded Client versions should be built and downloaded on BackupAgent Private Label Portal according to the standard procedure.
      • Click here to view the release notes.
  • BackupAgent Cloud partners:
    1. Verify with your Acronis representative (Sales Engineer) or Acronis Support if the required BackupAgent server and client software is deployed in your region.
    2. Verify with your Acronis representative or Acronis Support if client software of required versions is published at your regional server. If you are using branded BackupAgent Client, request your Acronis representative or Acronis Support to build the branded agent upgrade.

Verify settings in Acronis Backup Cloud:

  1. Log in to Acronis Backup Cloud with credentials you were provided by Acronis. If the account is of any other type, reach your contact at Acronis to create new account of Provider or Reseller type or to change the type of the existing account.
  2. Validate UPGRADE BACKUPAGENT button is enabled at the left top above GROUPS section as depicted at screenshot below. If the button is not there, reach your Acronis representative to have it enabled.

Accessing Migration Portal

If you have provisioned any resellers and/or Customers before migration starts, there will be sub-groups present under your top level group in GROUPS section. Select the group intended for the migration in the hierarchy and then click UPGRADE BACKUPAGENT. Do not select any of underlying reseller groups at this stage - there will be an option to selectively transfer resellers or end users later through Migration Portal interface. 

If you have started on-boarding new or existing Customers via Acronis Backup Cloud before proceeding with migration, create separate group of Reseller type under your top level group. Groups and users from BackupAgent will be migrated to this group during the transfer and will be thus separated from newly on-boarded. This will simplify tracking and troubleshooting during migration process, Acronis will assist with merging the structure in one as post-migration step.

Migration Portal login prompt opens in separate window. The link opens using Acronis Backup Cloud access token which will later be used by Migration Portal to transfer group structure and other settings to Acronis Backup CloudSubmit your BackupAgent server address and login and password of top level group and log in. Outcome of this operation is there is a match b/w top level groups in BackupAgent (A) and Acronis Backup Cloud (B), all objects and settings during transfer process will be moved from A to B.

Using the Migration Portal

Migration Portal interface has 2 primary sections:

  • Group hierarchy in BackupAgent at the left. This section lists groups and users and is used to select which part of the hierarchy the pre-check report will be generated for and which part is transferred at a specific point of time. You may select specific end users, end user groups, reseller level groups or whole hierarchy here.
  • Statistics pane at the right. This section displays migration progress once you execute the migration for selected groups in a form of operations log with status per item.

Select groups or users you would like to build report for / migrate. At initial stage it is recommended to execute report for the whole hierarchy to get an overview of pre-migration state. Executing pre-check report does not start migration and you may revisit this step any time.

Click Pre-Check Migration report at the bottom.

Pre-Check Migration report gives you an overview of your BackupAgent install base, including end user configurations, number of end user companies and entities, as well as target structure of groups, and users in Acronis Backup Cloud after migration. The purpose of the report is to help you prepare to the migration by amending BackupAgent groups as necessary, preparing end user and partner communication, and planning the process as a whole. The report is divided into sections that can be navigated using buttons on top.

  • Migration planning
     
    This section contains general information about your BackupAgent environment and is to help you track how your end users progress with new BackupAgent client software deployment, as well as to plan the migration process A to Z based on number of users, size of their backup data, etc. After upgrading BackupAgent server and publishing renewed BackupAgent client application, you may need to generate the report several times till all end users deploy the latest agent version.
    The first and a very important preparation step is to assure that all end users have BackupAgent clients on their machines upgraded to the latest version that supports migration (5.5+). In order to get client software upgraded, client should get online and have “auto-update” option on. Some end users (10-15% based on Acronis estimate) have auto update feature set off in their clients. You will need to reach such users for them to upgrade client software manually or have the feature set on as the newest client software is a pre-requisite for unattended migration. Also some of the end users may not get online for some time, in this case they will either have an old version even if “Auto-update” option is enabled, or no information about their version will be available (depending on the presence of backup/restore reports in BackupAgent Server database). Such users should also be communicated and asked to get online. Contacts of such users are provided in further report sections. Alternatively, you may transfer such users manually - steps are again provided within the report.
  • Machines for which additional actions should be taken

    Automated transfer of some of end user configuration is not supported. This section provides info on such configurations and steps to get them transferred manually. 
  • Hierarchy review
     
    This section outlines current group structure in BackupAgent (on the left) and target Acronis Backup Cloud group structure (on the right). BackupAgent does not distinct provider, reseller, and end user group types as Acronis Backup Cloud does, therefore there is a need to convert initial structure following several criteria. The purpose of this section is to provide an overview of target group structure and to let you modify the initial structure to influence the resulting hierarchy in Acronis Backup Cloud. If any changes to group names are made as part of transfer process, they are highlighted as follows: red - a part of group will be removed on transfer; orange - a part of group name will be substituted with the highlighted text; green - highlighted text will be added to the group name. If you need to influence target group structure, modify the structure in BackupAgent and re-run the report.
  • Groups mapping
     
    Structure of these sections is identical to groups mapping – administrators and users in BackupAgent on the left, corresponding entities in Acronis Backup Cloud after migration at the right. During the transfer process admin logins are modified in most cases - BackupAgent uses group name as login, which in most cases cannot be used as is in Acronis Backup Cloud. Outcome of migration for admin users is all of them will need to activate their new accounts in Acronis Backup Cloud. Backup user logins and passwords are transferred as is in most cases. The only scenarios where end user login would be modified are either when it is already taken in the Acronis Backup Cloud or it includes prohibited symbols (such as $, # and some others; while “@” symbol is allowed). Any changes that will be made are highlighted same fashion as in group structure, you are also provided with contacts of admins and end users to prepare information emails to be distributed before transfer starts to your direct Customers and partners. Use this section to prepare Customer and partner communication, reach you representative at Acronis for sample communication templates if necessary.

Once all requirements are met and the pre-check report is utilized to prepare to the process and necessary communication to Customers and partners is performed, click Start Migration to proceed with migration of earlier selected users:

Mechanics of migration process are as follows:

  • Once migration is initiated, selected groups and users get transferred from BackupAgent to Acronis Backup Cloud following the groups, admins, and users mapping section of Pre-check report.
  • Updated BackupAgent client at Customer box checks once in 30 minutes for updates at BackupAgent server. On the next check it identifies the transfer is initiated and starts downloading Acronis Backup Cloud client. At this moment machine is switched to “Migrating” status on the Migration Portal.
  • Acronis Backup Cloud installs on the box in silent mode using msiexec command, backup user credentials get specified in it. Once installation completes the client connects to Acronis Backup Cloud and registers itself transferring backup plans configuration.
  • The status of client migration can be checked in the Logs section on Migration Portal and in ‘Client logs’ section on BackupAgent ManagementConsole.
  • Once backup plans are transferred, BackupAgent client switches to Restore-only mode (and corresponding message appears in its interface on Home page). That means that it can be used only for restoring backups that were already created, and all new backups can be created in Acronis Backup Cloud only. Access to the existing BackupAgent backups is required during the longest retention period your Customers have, once it is over BackupAgent server can be decommissioned and BackupAgent clients can be removed (this is a manual action)
  • When all these actions are completed, the machine is reflected as Migrated in Migration Portal UI and Successfully completed in BackupAgent:

  • Migration may fail due to an error or in case some manual actions are required. If migration fails, Failed status is shown in the Migration Portal. Please review migration logs by clicking on the faulty machine and press Retry migration button after fixing the issue or performing necessary manual operations. If the issue cause is not clear and you need assistance, please address the issue to Acronis Customer Central.
  • Acronis Backup Cloud client performs the initial backup according to the transferred backup schedule. During the initial backup the full data volume needs to be transferred to the Acronis Backup Cloud environment. If the amount of data is significant and/or network channels bandwidth is limited, you may consider using the Physical Data Shipping feature (when the initial backup is transferred on a portable hard drive via snail mail). 

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