How to copy the current configuration of Cayosoft Administrator from Production to Test server

Summary: This article contains step-by-step instructions on how to copy the current configuration of Cayosoft Administrator from Production to Test server.

NOTE: You can use the same license file for both production and test environment.

Applies to: Cayosoft Administrator 7.0.0 or later

NOTE: For the copied configuration works on the Test server you should connect to the same Active Directory and Micorosft 365 tenant that you use in your Production environment.

NOTE: If you want to move your production, please read this KB: Backing up and handling Cayosoft Administrator databases .

Configuration

1. On the Test server install the same version of Cayosoft Administrator as on Production server.

2. Stop the Cayosoft Administrator Service.

3. On the Production server:

   1. In the Cayosoft Administrator console, navigate to Configuration > Settings > Configuration Databases.

   2. Export the encryption key (Make note of the password).

   3. Stop the CayoAdminService service.

   4. Navigate to C:\Program Files\Cayo Software\AdminAssistant.

   5. Copy all files listed as Database in C:\Program Files\Cayo Software\AdminAssistant\ on the Production server to C:\Program Files\Cayo Software\AdminAssistant\ on the Test server.

      (Replace the files on the Test Server with the files from the Production server)

4. On the Test server:

   1. Run the script below to disable all extensions. You will specify different connection accounts and enable them later:

   Copy

   #Script to disable Office 365 extension
   Add-Type -Path "C:\Program Files\Cayo Software\AdminAssistant\System.Data.SQLite.dll"
   $con = New-Object -TypeName System.Data.SQLite.SQLiteConnection
   $con.ConnectionString = "Data Source=C:\Program Files\Cayo Software\AdminAssistant\Cayo.PolicyManager.db"
   $con.Open()
   $sql = $con.CreateCommand()
   $sql.CommandText = "UPDATE 'extStatusesDb' SET 'enabled'=0 WHERE extId in ('Office365Ext', 'PM.Ext.AD', 'PM.Ext.ADLDS', 'PM.Ext.ExchangeOnPrem', 'PM.Ext.LyncOnPerm')"
   $sql.ExecuteNonQuery()
   ##

5. Start the Cayosoft Administrator Service.

6. In the Cayosoft Administrator console, navigate to Configuration > Settings > Configuration Databases.

7. Import the encryption key (Use the password you made note of the in step 2.3).

8. Navigate to Configuration > Connected Systems Extensions

9. Check the Extension is enabled checkbox for each extension that you need to use.

10. For each extension specify connection account that is different from the account used for the same extension on the Production server.

    IMPORTANT: During installation, each Standalone Server must be configured to connect to the platforms to be managed by service accounts specific to that server. For example, if you have two different servers each of which will be used to manage Office 365, two separate service accounts must be used. In other words, each Cayosoft Server should have its own set of service accounts for all managed platforms: Active Directory, Microsoft 365, and Exchange Server.

11. Grant consent for Microsoft 365 connection account.

12. Save changes.

13. Navigate to Configuration > Web Portal > Web Portal Settings.

14. In the Server URL, specify the new server URL.

15. If the Self-Service Password Reset solution was enabled, provide an encryption password used to protect data stored in Active Directory. For that:

    1. Navigate to Configuration > Web Portal > Web Actions > Common.

    2. Select the Self-Service - Password Self-Service Enrollment Details rule.

    3. Enter the encryption password, configured on the initial Service, to the Password to encrypt data in AD setting.

16. Close the console and restart the CayoAdminService.