Upgrading the OS of an Existing Computer

App Portal 2021 R1

In an upgrade or “in-place migration” scenario, an existing computer, which includes a corporate operating system, is upgraded. The existing user data and applications are captured prior to the OS upgrade, and then later restored to the machine after the OS upgrade has been completed.

To perform an in-place migration, perform the following steps.

To upgrade the OS of an existing computer:

1. On the Browse Catalog tab, locate an OS deployment task sequence catalog item, and click Add to add it to your cart. The Choose Target panel of the Checkout Wizard opens.

2. Select Reimage my computer (COMPUTER_NAME) with a new Operating System and click Next. If roles were associated with this catalog item, the Choose Roles panel opens.

Whether or not the requester is permitted to select roles on this panel depends upon whether the Allow user role selection option is selected on the Deployment > Roles subtab of this catalog item’s Catalog Item Properties dialog box:

Selected—The requester is able to select roles that will determine which applications will be installed on the target computer.
Not selected—The roles will be listed on this panel, but they will automatically be selected and the requester will be unable to clear the selection.

Note:If a questionnaire template was associated with this catalog item, the Respond to Questionnaire Panel would be displayed prior to the Import New Computer panel.

3. Click Next. If the Enable application migration and installation of additional applications option is selected on the Site Management > Settings > Deployment > OS Deployment tab, the Choose Existing Applications to Migrate panel opens, listing the applications currently installed on the requester’s computer.

Note:If the Enable requester to specify which existing applications to migrate option is also selected on the Site Management > Settings > Deployment > OS Deployment tab, then the requester will be able to specify which of the existing applications to migrate. If this option is not selected, all applications are automatically selected and cannot be unselected.

4. Select the applications that you want to migrate and click Next. If the Prompt requester to select additional applications to install option is selected on the Site Management > Settings > Deployment > OS Deployment tab, the Choose Additional Applications to Install During OS Deployment panel opens.

Note:Applications that were selected on the previous panel are already selected on this panel and cannot be unselected.

5. Select any additional applications that you want to install during OS deployment, and then click Add Applications to add them to the selection list.

6. Click Next. If the Enable user defined scheduling? option is selected on the General > Global tab of the Catalog Item Properties dialog box for this catalog item, the Choose Scheduling Options panel is displayed during checkout, which prompts the requester to choose when the request should be fulfilled.
7. Specify scheduling options, as described in Choose Scheduling Options Panel and click Next. The Submit Request panel opens.

8. Click Submit to submit the request.