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Upgrade Instructions
Upgrading Policy Manager from v1.2 to v1.30
When you install the Policy Manager server, the following message appears:
Do you want the installation to reset your existing SiteMap settings? This will also delete all
existing instrument settings and default security template.
• If you select Yes, your settings are deleted and you start a new install.
• If you select No, your existing settings are retained and your default security template is
converted to the Policy Manager 1.30 format.
• When an Intellex registers or connects to the Policy Manager server, it automatically sends the
correct format information based upon the version of Policy Manager drivers that are installed on
the Intellex.
Caution
Before starting the upgrade install of the Policy Manager server, make sure that it is not running using
Component Services and that all clients are closed.
Caution
If Archive Manager is already installed, and you want to install Policy Manager, you must first uninstall
Archive Manager. After installing Policy Manager, reinstall Archive Manager.
Installation Instructions
Policy Manager can only be installed on a networked computer registered on a network domain.
The Intellex systems are also required to be registered on the same network domain and all users
of Policy Manager and those managed by Policy Manager will need to be registered domain users.
If you are unsure of any of the above information please contact your network administrator or
your IT department to confirm that the individuals intending to use Policy Manager and the system
on which you intend to install Policy Manager meets these requirements.
Before starting to install Policy Manager, it is important to identify those users that you wish to act
as Site Administrators and Security Administrators. During installation you will need to select these
users and assign them the appropriate roles. These users will need to be registered users on the
network domain.
You will need to contact your IT department or network administrator to add two new user accounts
to the network domain that Policy Manager will be connected to. These accounts are:
• An account for the Policy Manager Server itself – this can be set up with a relevant user
name such as pmsrvacc. Ensure that you are given the password since you will need to enter
both details during the installation procedure.
• An instrument account – this is used by all Intellex systems to log on to the network domain.
Again, ensure that you are given the password since you will need to enter both details
during the installation procedure. Once the Intellexes are set up after the installation of Policy
Manager they will automatically log on to the network and enter advanced security mode.
Installation and Configuration
Installation and Configuration Guide
7
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