PSA Migration Guide

How to migrate an Invarosoft instance from one PSA to another using a controlled, client-by-client cutover.

Create the replacement Invarosoft trial using an email address that is not already listed anywhere in the Invarosoft system. This becomes the target instance that will connect to the new PSA.

Complete the new PSA integration and initial client sync before migrating Azure connections. Confirm that every client selected for the first batch exists as the correct client record in the target instance.

Recreate the required content and settings in the target instance before beginning the client cutover. The Invarosoft team will be happy to assist.

As an Invarosoft Master Admin, open the client you are ready to migrate and remove its existing Azure AD connection.

1. Find the client in the list.
2. Click the blue Azure AD button.
3. Open the Sync tab.
4. Click the red Unlink Azure AD button in the bottom-right corner.
5. Confirm that the connection has been removed before continuing.

Open the matching client in the new instance and download its customized PowerShell script.

1. If prompted for a connection method, select Direct Tenancy.
2. Click the blue Download PowerShell Script button in the top-right corner.
3. Save the script in a simple directory that is easy to call, such as C:\temp.

1. Open PowerShell 7 with administrator privileges.
2. Run the downloaded script, replacing the example filename with the actual downloaded filename.

pwsh.exe -File "C:\temp\<downloaded-script>.ps1"

3. If asked to change the execution policy, review and accept the change required for the script to run.
4. When prompted, sign in with an authorized account for the customer tenancy. The credentials establish the Azure application and are not stored by the script.
5. Allow the script to finish and confirm that it reports no errors.
6. If the script returns connection values, copy them into the client’s Azure AD page in the target Invarosoft instance and click Save.
7. Open the Sync tab and verify that the tenancy tests successfully.

Review PSA contact creation before enabling it

Invarosoft can create and update PSA contacts from the Azure directory. Review the options under:

• Confirm whether Invarosoft should create missing PSA contacts.
• Review synchronization of first name, last name and email address.
• Run the sync on demand and review User Intervention Records / Pending Decision items for close or duplicate matches.

Once a client’s target configuration and Azure connection are ready, use your RMM or deployment tool to run a deactivation job against that client’s installed Invarosoft agents/apps. After confirming the deactivation has completed, activate them against the new client record in the target instance.

1. Deactivate the existing agent

itsp.windows.service.exe deactivate

2. Reactivate with the new client code

itsp.windows.service.exe activate <NEW_ACTIVATION_CODE>

RMM / batch variable example

itsp.windows.service.exe activate %activation_code%

PowerShell variable example

$ActivationCode = "ABCDEFGHIJ"
itsp.windows.service.exe deactivate
itsp.windows.service.exe activate $ActivationCode

The Invarosoft agent binary directory is registered in the Windows PATH, so these commands can be issued from any working directory.

Complete an end-to-end check in the target environment before adding the next client or batch.

Need help with the migration?

Invarosoft can assist with content recreation, migration planning and troubleshooting. Include the source instance, target login email, affected clients and planned cutover date.

Log a support ticket Book a meeting with Manuel

Azure AD Integration Guide  ·  Invarosoft Deployment Guide