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articles/active-directory/hybrid/connect/how-to-upgrade-previous-version.md

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@@ -28,25 +28,24 @@ This topic describes the different methods that you can use to upgrade your Azur
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> It's important that you keep your servers current with the latest releases of Azure AD Connect. We are constantly making upgrades to AADConnect, and these upgrades include fixes to security issues and bugs, as well as serviceability, performance, and scalability improvements.
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> To see what the latest version is, and to learn what changes have been made between versions, please refer to the [release version history](./reference-connect-version-history.md)
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Any versions older than Azure AD Connect 2.x are currently deprecated, see [Introduction to Azure AD Connect V2.0](whatis-azure-ad-connect-v2.md) for more information. It is currently supported to upgrade from any version of Azure AD Connect to the current version. In-place upgrades of DirSync or ADSync are not supported, and a swing migration is required. If you want to upgrade from DirSync, see [Upgrade from Azure AD sync tool (DirSync)](how-to-dirsync-upgrade-get-started.md) or the [Swing migration](#swing-migration) section.
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Any versions older than Azure AD Connect 2.x are currently deprecated, see [Introduction to Azure AD Connect V2.0](whatis-azure-ad-connect-v2.md) for more information. It's currently supported to upgrade from any version of Azure AD Connect to the current version. In-place upgrades of DirSync or ADSync aren't supported, and a swing migration is required. If you want to upgrade from DirSync, see [Upgrade from Azure AD sync tool (DirSync)](how-to-dirsync-upgrade-get-started.md) or the [Swing migration](#swing-migration) section.
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In practice, customers on old versions may encounter problems not directly related to Azure AD Connect. Servers that have been in production for several years typically have had several patches applied to them and not all of these can be accounted for. Customers who have not upgraded in 12-18 months (about 1 and a half years) should consider a swing upgrade instead as this is the most conservative and least risky option.
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In practice, customers on old versions may encounter problems not directly related to Azure AD Connect. Servers that have been in production for several years typically have had several patches applied to them and not all of these can be accounted for. Customers who haven't upgraded in 12-18 months (about 1 and a half years) should consider a swing upgrade instead as this is the most conservative and least risky option.
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There are a few different strategies that you can use to upgrade Azure AD Connect.
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| Method | Description | Pros | Cons |
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| --- | --- | --- | --- |
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| [Automatic upgrade](how-to-connect-install-automatic-upgrade.md) |This is the easiest method for customers with an express installation |No manual intervention |Auto-upgrade version might not include the latest features |
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| [In-place upgrade](#in-place-upgrade) |If you have a single server, you can upgrade the installation in-place on the same server |Does not require another server |If there is an issue while in-place upgrading, you cannot roll-back, and sync will be interrupted |
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| [Swing migration](#swing-migration) |With two servers, you can prepare one of the servers with the new release or configuration and change the active server when you are ready |Safest approach and smoother transition to a newer version. Supports Windows OS (Operating Systems) upgrade. Sync is not interrupted and does not impose a risk to production |Requires another server|
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| [In-place upgrade](#in-place-upgrade) |If you have a single server, you can upgrade the installation in-place on the same server |Doesn't require another server |If there's an issue while in-place upgrading, you can't roll back the new release or configuration and change the active server when you are ready |Safest approach and smoother transition to a newer version. Supports Windows OS (Operating Systems) upgrade. Sync is not interrupted and doesn't impose a risk to production |Requires another server|
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For permissions information, see the [permissions required for an upgrade](reference-connect-accounts-permissions.md#upgrade).
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> [!NOTE]
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> After you've enabled your new Azure AD Connect server to start synchronizing changes to Azure AD, you must not roll back to using DirSync or Azure AD Sync. Downgrading from Azure AD Connect to legacy clients, including DirSync and Azure AD Sync, is not supported and can lead to issues such as data loss in Azure AD.
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## In-place upgrade
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An in-place upgrade works for moving from Azure AD Sync or Azure AD Connect. It does not work for moving from DirSync or for a solution with Forefront Identity Manager (FIM) + Azure AD Connector.
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An in-place upgrade works for moving from Azure AD Sync or Azure AD Connect. It doesn't work for moving from DirSync or for a solution with Forefront Identity Manager (FIM) + Azure AD Connector.
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This method is preferred when you have a single server and less than about 100,000 objects. If there are any changes to the out-of-box sync rules, a full import and full synchronization will occur after the upgrade. This method ensures that the new configuration is applied to all existing objects in the system. This run might take a few hours, depending on the number of objects that are in scope of the sync engine. The normal delta synchronization scheduler (which synchronizes every 30 minutes by default) is suspended, but password synchronization continues. You might consider doing the in-place upgrade during the weekend. If there are no changes to the out-of-box configuration with the new Azure AD Connect release, then a normal delta import/sync starts instead.
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## Swing migration
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For some customers, an in-place upgrade can impose a considerable risk to production in case there is an issue while upgrading and the server cannot be rolled back. A single production server might also be impractical as the initial sync cycle might take multiple days, and during this time, no delta changes are processed.
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For some customers, an in-place upgrade can impose a considerable risk to production in case there's an issue while upgrading and the server can't be rolled back. A single production server might also be impractical as the initial sync cycle might take multiple days, and during this time, no delta changes are processed.
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The recommended method for these scenarios is to use a swing migration. You can also use this method when you need to upgrade the Windows Server operating system, or you plan to make substantial changes to your environment configuration, which need to be tested before they're pushed to production.
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You need (at least) two servers - one active server and one staging server. The active server (shown with solid blue lines in the following diagram) is responsible for the active production load. The staging server (shown with dashed purple lines) is prepared with the new release or configuration. When it is fully ready, this server is made active. The previous active server, which now has the outdated version or configuration installed, is made into the staging server and is upgraded.
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You need (at least) two servers - one active server and one staging server. The active server (shown with solid blue lines in the following diagram) is responsible for the active production load. The staging server (shown with dashed purple lines) is prepared with the new release or configuration. When it's fully ready, this server is made active. The previous active server, which now has the outdated version or configuration installed, is made into the staging server and is upgraded.
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The two servers can use different versions. For example, the active server that you plan to decommission can use Azure AD Sync, and the new staging server can use Azure AD Connect. If you use swing migration to develop a new configuration, it is a good idea to have the same versions on the two servers.
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The two servers can use different versions. For example, the active server that you plan to decommission can use Azure AD Sync, and the new staging server can use Azure AD Connect. If you use swing migration to develop a new configuration, it's a good idea to have the same versions on the two servers.
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![Diagram of the staging server.](./media/how-to-upgrade-previous-version/stagingserver1.png)
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These steps also work to move from Azure AD Sync or a solution with FIM + Azure AD Connector. These steps don't work for DirSync, but the same swing migration method (also called parallel deployment) with steps for DirSync is in [Upgrade Azure Active Directory sync (DirSync)](how-to-dirsync-upgrade-get-started.md).
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### Use a swing migration to upgrade
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1. If you only have one Azure AD Connect server, if you are upgrading from AD Sync, or upgrading from an old version, it is a good idea to install the new version on a new Windows Server. If you already have two Azure AD Connect servers, upgrade the staging server first. and promote the staging to active. It is recommended to always keep a pair of active/staging server running the same version, but it is not required.
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2. If you have made a custom configuration and your staging server does not have it, follow the steps under [Move a custom configuration from the active server to the staging server](#move-a-custom-configuration-from-the-active-server-to-the-staging-server).
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1. If you only have one Azure AD Connect server, if you are upgrading from AD Sync, or upgrading from an old version, it's a good idea to install the new version on a new Windows Server. If you already have two Azure AD Connect servers, upgrade the staging server first. and promote the staging to active. It's recommended to always keep a pair of active/staging server running the same version, but it's not required.
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2. If you have made a custom configuration and your staging server doesn't have it, follow the steps under [Move a custom configuration from the active server to the staging server](#move-a-custom-configuration-from-the-active-server-to-the-staging-server).
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3. Let the sync engine run full import and full synchronization on your staging server.
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4. Verify that the new configuration did not cause any unexpected changes by using the steps under "Verify" in [Verify the configuration of a server](how-to-connect-sync-staging-server.md#verify-the-configuration-of-a-server). If something is not as expected, correct it, run a sync cycle, and verify the data until it looks good.
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5. Before upgrading the other server, switch it to staging mode and promote the staging server to be the active server. This is the last step "Switch active server" in the process to [Verify the configuration of a server](how-to-connect-sync-staging-server.md#verify-the-configuration-of-a-server).
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6. Upgrade the server that is now in staging mode to the latest release. Follow the same steps as before to get the data and configuration upgraded. If you upgrade from Azure AD Sync, you can now turn off and decommission your old server.
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> [!NOTE]
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> It's important to fully decommission old Azure AD Connect servers as these may cause synchronization issues, difficult to troubleshoot, when an old sync server is left on the network or is powered up again later by mistake. Such “rogue” servers tend to overwrite Azure AD data with its old information because, they may no longer be able to access on-premises Active Directory (for example, when the computer account is expired, the connector account password has changed, etcetera), but can still connect to Azure AD and cause attribute values to continually revert in every sync cycle (for example, every 30 minutes). To fully decommission an Azure AD Connect server, make sure you completely uninstall the product and its components or permanently delete the server if it is a virtual machine.
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> It's important to fully decommission old Azure AD Connect servers as these may cause synchronization issues, difficult to troubleshoot, when an old sync server is left on the network or is powered up again later by mistake. Such “rogue” servers tend to overwrite Azure AD data with its old information because, they may no longer be able to access on-premises Active Directory (for example, when the computer account is expired, the connector account password has changed, etcetera), but can still connect to Azure AD and cause attribute values to continually revert in every sync cycle (for example, every 30 minutes). To fully decommission an Azure AD Connect server, make sure you completely uninstall the product and its components or permanently delete the server if it's a virtual machine.
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### Move a custom configuration from the active server to the staging server
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If you have made configuration changes to the active server, you need to make sure that the same changes are applied to the new staging server. To help with this move, you can use the feature for [exporting and importing synchronization settings](./how-to-connect-import-export-config.md). With this feature you can deploy a new staging server in a few steps, with the exact same settings as another Azure AD Connect server in your network.
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For individual custom sync rules that you have created, you can move them by using PowerShell. If you must apply other changes the same way on both systems, and you cannot migrate the changes, then you might have to manually do the following configurations on both servers:
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### Moving individual custom sync rules
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For individual custom sync rules that you have created, you can move them by using PowerShell. If you must apply other changes the same way on both systems, and you can't migrate the changes, then you might have to manually do the following configurations on both servers:
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* Connection to the same forests
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* Any domain and OU filtering
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![Screenshot showing the synchronization rules editor export window.](./media/how-to-upgrade-previous-version/exportrule.png)
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3. The Connector GUID (globally-unique identifier) is different on the staging server, and you must change it. To get the GUID, start **Synchronization Rules Editor**, select one of the out-of-box rules that represent the same connected system, and click **Export**. Replace the GUID in your PS1 file with the GUID from the staging server.
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3. The Connector GUID (globally unique identifier) is different on the staging server, and you must change it. To get the GUID, start **Synchronization Rules Editor**, select one of the out-of-box rules that represent the same connected system, and click **Export**. Replace the GUID in your PS1 file with the GUID from the staging server.
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4. In a PowerShell prompt, run the PS1 file. This creates the custom synchronization rule on the staging server.
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5. Repeat this for all your custom rules.
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## How to defer full synchronization after upgrade
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During in-place upgrade, there may be changes introduced that require specific synchronization activities (including Full Import step and Full Synchronization step) to be executed. For example, connector schema changes require **full import** step and out-of-box synchronization rule changes require **full synchronization** step to be executed on affected connectors. During upgrade, Azure AD Connect determines what synchronization activities are required and records them as *overrides*. In the following synchronization cycle, the synchronization scheduler picks up these overrides and executes them. Once an override is successfully executed, it is removed.
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During in-place upgrade, there may be changes introduced that require specific synchronization activities (including Full Import step and Full Synchronization step) to be executed. For example, connector schema changes require **full import** step and out-of-box synchronization rule changes require **full synchronization** step to be executed on affected connectors. During upgrade, Azure AD Connect determines what synchronization activities are required and records them as *overrides*. In the following synchronization cycle, the synchronization scheduler picks up these overrides and executes them. Once an override is successfully executed, it's removed.
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There may be situations where you do not want these overrides to take place immediately after upgrade. For example, you have numerous synchronized objects, and you would like these synchronization steps to occur after business hours. To remove these overrides:
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![Error](./media/how-to-upgrade-previous-version/error1.png)
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This error happens because the Azure Active Directory connector with identifier, b891884f-051e-4a83-95af-2544101c9083, does not exist in the current Azure AD Connect configuration. To verify this is the case, open a PowerShell window, run Cmdlet `Get-ADSyncConnector -Identifier b891884f-051e-4a83-95af-2544101c9083`
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This error happens because the Azure Active Directory connector with identifier, b891884f-051e-4a83-95af-2544101c9083, doesn't exist in the current Azure AD Connect configuration. To verify this is the case, open a PowerShell window, run Cmdlet `Get-ADSyncConnector -Identifier b891884f-051e-4a83-95af-2544101c9083`
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```
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PS C:\> Get-ADSyncConnector -Identifier b891884f-051e-4a83-95af-2544101c9083

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