Applies to:
Concurrent Network software 6.x and Up

Solutions:

1. Activatable Licenses – Transfer with Transitional Period
   1. This method affords zero downtime
      1. Log into the Lumivero Community Home Page and click on the Submit a Case button to fill out a form for assistance from the Support Team.
      2. Include your serial number and request the Server Manager installer, the client installer, and a temporary license.
      3. On the new server, install Server Manager, activate the temporary license, and post the client installer and the Palisade_NetworkClient.ini file.
      4. Redirect the existing clients (end user computers) to the new server for licensing.
         1. Exception: If you’re upgrading the DTS software version at this time, skip the redirection step and install the new software right over the old, using the Palisade_NetworkClient.ini file from the new server; see Client Setup Procedure. You can use the same installer on new clients as well.
      5. On the old server
         1.  Run Server Manager
         2. Write down the Activation ID and number of concurrencies
         3. Deactivate the license
         4. Uninstall Server Manager (if appropriate)
      6. On the new server
         1. Run Server Manager
         2. Activate the license from the old server.
         3. Deactivate the temporary license
2. Activatable Licenses, Transfer without a Transitional Period
   1. This method offers a faster transfer
      1. Log into the Lumivero Community Home Page and click on the Submit a Case button to fill out a form for assistance from the Support Team.
      2. Include your serial number and request the Server Manager and client installers
         1. On the old server
            1. Run Server Manager
            2. Write down the Activation ID and number of concurrencies
            3. Deactivate the license
            4. Uninstall Server Manager (if appropriate)
         2. On the new server
            1. Install Server Manager
            2. Activate the permanent license that you just deactivated
            3. Post the client installer and the Palisade_NetworkClient.ini file.
            4. Redirect the existing clients to the new server for licensing.
               1. Exception: If you’re upgrading the DTS software version at this time, skip the redirection step and install the new software right over the old, using the Palisade_NetworkClient.ini file from the new server.
3. Certificate Licenses – Transfer Procedure
   1. Log into the Lumivero Community Home Page and click on the Submit a Case button to fill out a form for assistance from the Support Team.
   2. Include your serial number and request the Server Manager and client installers
   3. Also send the needed host information about the new server
      1. Tech Support will respond with a 30-day temporary certificate license file.
         1. NOTE: Your old certificate license will not work on a different server.
   4. On the new server, install Server Manager.
      1. Install the certificate and post the client installer and the Palisade_NetworkClient.ini file.
      2. Redirect one existing client to the new server for licensing/install the client on a new device.
         1. Exception: If you’re upgrading the DTS software version at this time:
            1.  Install the new software.
            2. You can use the same installer on new clients as well.
      3. When you have verified that a client is able to get a license from the new server, send the Server.lic file from the new server to Technical Support and request a production license file.
      4. Install the production license, following the instructions you’ll receive by email.
      5. Redirect the other existing clients or install the software upgrade.