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Migrating iScan Server: Step‑by‑Step Checklist

Migrating iScan Server requires careful planning to avoid downtime, data loss, and configuration drift. This checklist guides you through preparation, execution, validation, and rollback planning so your migration is predictable and secure.

1. Pre-migration planning

  • Inventory: Catalog existing servers, OS versions, iScan Server versions, installed plugins, certificates, IP addresses, storage locations, and dependent services (LDAP, databases, SIEM, backup).
  • Requirements: Define target environment specs (CPU, RAM, disk, network), supported OS and iScan versions, and any licensing needs.
  • Stakeholders & Schedule: Notify users, owners of dependent systems, and schedule a maintenance window with estimated downtime.
  • Backup: Perform full backups of configuration, databases, and stored scan artifacts. Verify backup integrity and retention.
  • Compliance & Security: Confirm encryption, access controls, and data residency requirements for migrated data.

2. Prepare target environment

  • Provisioning: Deploy new servers or VMs with required OS and patches. Apply hardened baseline configurations and network settings.
  • Networking: Configure IPs, hostnames, DNS, firewall rules, and load balancer entries if applicable.
  • Dependencies: Install and configure required services (database, directory services, NTP, monitoring agents) and test connectivity.
  • Storage & Performance: Attach and format storage, set permissions, and tune filesystem and I/O settings to match workload needs.

3. Install and configure iScan Server

  • Install: Install the supported iScan Server version on the target host per vendor instructions.
  • Licensing & Certificates: Apply licenses and import TLS certificates; ensure certificate chains are trusted by clients.
  • Plugins & Integrations: Install any required plugins and configure integrations (LDAP, SMTP, SIEM).
  • Configuration Parity: Recreate or import configuration settings from the source; use exported config files where possible to avoid drift.

4. Data migration

  • Data export: Export databases, user accounts, scan histories, and artifacts from the source server using supported export tools.
  • Data transfer: Securely transfer exported data to the target (SFTP, rsync over SSH, or vendor tools); preserve permissions and timestamps.
  • Data import: Import data into target services. For databases, use validated restore procedures and run integrity checks.
  • Large datasets: For very large scan repositories, consider cutover during low-traffic periods or use incremental syncing to minimize downtime.

5. Testing & validation

  • Smoke tests: Verify service startup, UI access, API endpoints, login, and basic scans.
  • Functional tests: Run representative scans, check reporting, user management, scheduling, and alerting.
  • Performance tests: Validate throughput and resource usage under expected load; adjust tuning if needed.
  • Security tests: Verify TLS, authentication, authorization, and that sensitive data is inaccessible to unauthorized users.
  • Integration tests: Confirm external integrations (LDAP, SIEM, ticketing, backups) function as expected.

6. Cutover plan

  • Freeze changes: Put source server in read-only mode or pause scheduled scans to prevent new data during cutover.
  • Final sync: Perform a final incremental sync of data and re-run integrity checks.
  • DNS & routing: Update DNS records, load balancer configurations, or firewall NAT to point clients to the new server.
  • Monitoring: Closely monitor logs, metrics, and user reports for anomalies during and after cutover.

7. Rollback plan

  • Revert steps: Document exact steps to revert DNS, restore data from backups, and bring the old server back to full service.
  • Validation: Ensure backup and restore procedures were tested before cutover so rollback is reliable.
  • Decision points: Define clear criteria (errors, failed tests, unacceptable performance) that trigger rollback.

8. Post-migration tasks

  • Cleanup: Decommission or repurpose old servers after a retention period; securely erase sensitive data if decommissioning.
  • Documentation: Update runbooks, architecture diagrams, IP inventories, and operational procedures with new environment details.
  • User communication: Announce completion, any new access instructions, and known limitations or next steps.
  • Review: Conduct a post‑mortem to capture lessons learned and update migration playbooks.

Quick checklist (summary)

  1. Inventory & backups complete
  2. Target environment provisioned
  3. iScan installed and licensed
  4. Data exported, transferred, imported
  5. Smoke, functional, performance tests passed
  6. DNS/load balancer switched
  7. Monitoring and rollback ready
  8. Decommission & document

Follow this checklist to reduce risk and ensure a smooth migration of your iScan Server with minimal disruption.

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