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Reconfigure Director Server as Secondary in a Switchover Pair

Use the Interaction Director Server Setup wizard to reconfigure a stand-alone Director server to a secondary (backup) server in a switchover pair. Before configuring the secondary server, complete the steps to Reconfigure Director Server as Primary in a Switchover Pair.

To reconfigure Director Server as secondary in a switchover pair

  1. Copy ServerGroupCertificate.cer and ServerGroupPrivateKey.bin from the \i3\Director\Certificates\ServerGroup directory to a USB drive, CD, or other media that this computer can access. Do not copy files to a network path as it can cause issues when importing files.

  2. On the secondary Director server in the switchover pair, click Start > Control Panel > Add/Remove Programs.

  1. Click Interaction Director Server and then click Change. The Welcome page of the Interaction Director Server Setup wizard appears.

  1. Click Next. The Change, repair or remove installation page appears.

  1. Click Change. The Domain User Validation page appears.

  1. Click Next. The Switchover Information page appears.

  2. Do the following:

    1. Select This server is part of a Switchover Pair.

    2. Click Backup Switchover Server.

    3. In the Enter the hostname of the other Director Server in the pair box, type the host name (Windows machine or Netbios name) of the primary server. 

Note:

Before completing the next step, ensure that you copied the "ServerGroupCertificate.cer" and "ServerGroupPrivateKey.bin" files from the "\i3\Director\Certificates\ServerGroup" directory to a USB drive, CD, or other media that this computer can access.

  1. Do the following:

    1. Click Import Certificates. The Import Certificates page appears.

    1. In the Certificate section, click the ellipsis (…) next to the Path box. The Open dialog box appears.

    2. Click the ServerGroupCertificate.cer file and then click Open. Don't change the values in the Type and Format list boxes.

    1. In the Private Key section, click the ellipsis (…) next to the Path box.  

    2. In the Open dialog box, click the ServerGroupPrivateKey.bin file and then click Open.

    3. To establish a password for the private key, select This private key is password protected and in the Password box, type a numeric password.

Note:

Verify that the paths to the .cer and .bin files are not network paths. If network paths display, copy the files to a local folder and reselect the paths.

    1. Click Next. The Ready to change Interaction Director Server page appears.   

  1. Click Change. During installation, the system updates certificates, private keys, and registry settings so that Switchover can identify the primary server.

  1. When installation completes, click Finish. The Interaction Director Server Setup dialog box appears.

  1. Click Yes. The switchover settings aren't in effect until after the Director server restarts.

  2. After the server restarts, log on using the same domain credentials. 

  3. Click Start > All Programs > Interactive Intelligence > Switchover Control Panel.

  4. The Switchover Control Panel appears. If the names of the primary (active) and secondary (backup) Director servers appear, the Switchover Server implemented correctly.

  5. Click Exit.