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Checklist: Preparing to migrate or upgrade RMS

Updated: October 28, 2013

Applies To: Windows Server 2003, Windows Server 2003 R2, Windows Server 2003 with SP1, Windows Server 2003 with SP2, Windows Server 2008, Windows Server 2008 R2, Windows Server 2012 R2

Before starting a migration or upgrade, complete all the tasks in this checklist in the order in which they are presented to prepare your infrastructure for AD RMS. To ensure that your hardware meets the minimum requirements for AD RMS, see Pre-installation Information for Active Directory Rights Management Services (http://go.microsoft.com/fwlink/?LinkId=84733)

Checklist Checklist: Preparing to Migrate or Upgrade Windows Rights Management Services

 

  Task Reference
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If you are upgrading your RMS cluster to AD RMS running on Windows Server 2008, ensure that all Windows Server 2003 servers in the RMS cluster are running RMS with Service Pack 1 (SP1) or RMS with Service Pack 2 (SP2). If you are upgrading your RMS cluster to AD RMS on Windows Server 2008 R2, ensure that all servers in the RMS cluster are running RMS with SP2.

Conceptual topic Check installed RMS service pack version

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Ensure that the RMS cluster to be migrated or upgraded has been provisioned.

Conceptual topic Ensure provisioning level

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Ensure that the RMS cluster has been enrolled with the Microsoft Enrollment Service.

Conceptual topic Check enrollment status

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To prevent loss of RMS data if you should need to roll back the migration or upgrade, be sure to back up the RMS configuration database.

Conceptual topic Back up RMS configuration database

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Before migrating or upgrading an RMS cluster, export the server licensor certificate (SLC). The SLC can be stored in either the RMS configuration database or a hardware security module.

Conceptual topic Export server licensor certificate

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If you are using a software-based CSP to protect your RMS private key, you must export the key container and install it on the new computer.

Conceptual topic Export and install a software-based CSP key

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For a list of known issues when migrating from RMS to AD RMS

Conceptual topic Known issues with RMS to AD RMS migration

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For a list of known issues when upgrading from RMS to AD RMS

Conceptual topic Known issues with RMS to AD RMS upgrade

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