There are a few unique items of note when using our hosted service as compared to using an on prem server. The vast majority of the functionality is the same.
New Customers
You will receive an email with the URL of your hosted server. This will be used for all connections including in browser, from our client, and when using the KeyConfigure admin tool.
We will also provide the name and password of the initial administrator account in your instance. This account will be used to set up other accounts and/or enable external authentication for other privileged users.
You will also receive information on going through our LMS system for self paced training, and unless it was waived information on engaging with an Implementation Consultant.
See also https://solutions.teamdynamix.com/TDClient/1965/Portal/KB/?CategoryID=27863
Migrating
If you are migrating from on prem to hosting, here are the basic steps:
- Shut down the on site KeyServer service - copying live data causes anomalies.
- Copy the KeyServer Data folder from the server install directory, leaving out the Backups and Log Files folders, and zip it for upload. After copying you can start the KeyServer service again.
- Upload the zip to us (info on this will be provided by email)
- You will be notified when the server is ready. You can then connect to it and verify everything looks in order before repointing clients to it.
Considerations
- If you use embedding, your links will need to be updated.
- If you use integrations like the Jamf, InTune, or Papercut imports, relevant firewall rules will need to be updated to allow the new server access.
- There will a data gap during the transition, between when you capture your data for migration, and when the clients are repointed.
- You can use your old server for several weeks to monitor for non-migrated clients, and potentially use the built in auto update feature to make repointing clients (that are not on the latest version) easier.
- KeyAccess 7.7.0.4 is required for https communication. Any computer running an older version of the client will not be able to connect to the cloud server.
- AD authentication is not available in the cloud, but you can use the LDAP module to talk to AD if you allow the relevant connections in your firewall.
- If you test clients before mass change over and use Bentley or other strict managed policies, be sure to take into account any possible overages you are opening up with two servers with all seats available.
Connecting
You will receive an email confirming the DNS name of your hosted server, which will have been previously agreed on when arranging for the service (something like myorg.sassafrascloud.com). This same address with full https:// syntax will be used for ALL connections. That is:
- Web Browser
- KeyAccess (client) configuration
- KeyConfigure (admin console) management
As an existing customer moving to the cloud hosting, you simply repoint all your clients to the new https address, and use that same address for connecting with KeyConfigure. Any local accounts including the Administrator password will be unchanged from the on prem implementation, so you can use those account for initial access.
Differences
There are a few items of note with hosted service:
- Database Export is disabled. You can not export to other systems like MSSQL.
- Mail server settings are not present because we use our hosted system to send email.
Additional References and Info