Windows Vista Upgrade Procedure

Steps to complete BEFORE the Vista upgrade is applied:

1.Backup

Backup your TPM Keys, TPM Key Passwords, and Certificates.

If your PC has multiple users of the TPM, each user must archive his/her keys.

  1. Click Start > All Programs > Wave Systems Corp > EMBASSY Security Center
    When the EMBASSY Security Center window appears, select Archive and Restore (left navigation pane), then click on Archive.
  2. This will start the Archive process by prompting you to select a location (and name) to store the archive.   Select the location (we strongly recommend using external media, i.e. USB Flash Drive, CD-R, etc.) and click OK to continue.
  3. You will now be prompted to create a password for the archive.   Do not lose this password; you will not be able to restore the keys without it.
  4. Next, enter the TPM owner password and press OK to continue.
  5. When the archive procedure is completed, you will see a message stating so.

Backup your PIM Data

If your PC has multiple users of PIM, each user must archive his/her data.

  1. Click Start > All Programs > Wave Systems Corp > Private Information Manager
    Log in to PIM if you are prompted to do so.   If the PIM icon is red instead of black, then double click the icon to log in.   Once you are logged in to PIM then Right click on the System Tray icon   and click ‘ Settings’ .
  2. Select the Backup Tab and then select Backup.
  3. The PIM backup wizard will start, select OK to continue.
  4. Select a target location (and name) for the backup and select Save . (We strongly recommend using external media, i.e. USB Flash Drive, CD-R, etc.)
  5. You will now be prompted to create a password for the archive.   Do not lose this password; you will not be able to restore the backup without it.
  6. Next, enter the TPM owner password and press OK to continue.
  7. PIM will backup the data and the TPM keys to the target location.

Backup your Vault Data

If your PC has multiple users of PIM, each user must archive his/her data.

If the full version of DM is installed and you have created multiple Vaults, then each Vault must be backed up separately by following the process below.

  1. Click Start > All Programs > Wave Systems Corp > Document Manager and Document Manager will open the default Vault upon start up or you can navigate to the desired Vault in Windows Explorer.
  2. You can backup in two ways:

    1. When using Document Manager, select Archive > Backup from the menu.
    2. When using Windows Explorer you can back up from the context menu (right click and select ‘Vault Backup‘ ).
  3. Now the Wizard will prompt you to select a location (and name) to store the archive.   Select the location (we strongly recommend using external media, i.e. USB Flash Drive, CD-R, etc.) and click OK to continue.
  4. Create the password that is used to protect the archive file. Users should ensure that the archive password is not lost.
  5. Enter the TPM owner password.
  6. Document Manager will backup the data and the TPM keys to the target location.
  7. If you have multiple Vaults then you need to repeat this process for each vault.   If you are using the DM Vault Interface, select Vault > Open from the menu and then select the next vault to backup.   If you are using Windows Explorer, select the Vault/Drive to login.   Go to step 3.   Repeat for all DM Vaults.

NOTE:   Backup of Vaults containing a large amount of data may require several minutes to complete. This is also dependent upon the network traffic when backing up to a device on a network.

2.) Uninstall

Uninstallation Steps

  1. Make sure you have backed up all data before removing the applications.
  2. Go to Start > Control Panel > Add or Remove Programs
  3. Scroll through the list and select the Embassy Trust Suite Application, and click on the Change/Remove button.
  4. The Wave Installer screen is shown.   Select Next to continue.
  5. You are prompted to select an uninstall method, select as appropriate for your situation.   To remove the application you must select Remove all applications (do not select Remove Limited) and press Next.
  6. The uninstall process will be displayed, when the process has completed the Next button will be available, select it to continue.

You are now prompted to restart the computer now or at a later time, make your selection and press Finish.

3.) Upgrade to Vista

After steps 1-2 are complete above, apply the Windows Vista upgrade.

 

Steps to complete AFTER the Vista upgrade is applied:

4.) Install Embassy Trust Suite by Wave

  1. To install the EMBASSY Trust Suite (ETS) software, insert the CD and wait for the Welcome screen to pop up.
    Alternately, you can manually go to the location where the software is located (Click Start > Run > "location of Wave software" [generally D:/setup.exe, where ‘D’ is the letter of your CD-ROM drive.])   Double-click setup.exe or installer.exe in Windows Explorer. The Welcome screen appears.
  2. Press Next , this will start the installation wizard.
  3. You may now choose to either do an Express Installation or a Customized Configuration.   Select as appropriate for your situation, then press Next .
  4. You may now choose to either have the shortcuts displayed on the desktop or not.   Make your selection, then press Next to continue with the installation process.
  5. If you are running various applications at the time of this installation, please close them.   When done closing the applications, click " OK ".
  6. Press Next to continue with the installation process.
  7. Now the Wave Installer will check the system for previous versions of the ETS software.
  8. The Wave Installer will now install Wave Support Software and the Wave Infrastructure Software.
  9. The Wave Installer will now install the various applications within the EMBASSY Trust Suite.
  10. When the Wave Installer has completed installing all the applications, you will see the "Operations Complete" screen.   Press Next . Now you will be prompted to Restart your computer, click Yes.

The EMBASSY Trust Suite software has installed successfully.

5.) Restore Your Data

Check to make sure that all data from XP is still available (i.e. run DM & PIM and login with Wave GINA / SSO).

If the data is not available then you need follow the instructions below to restore your data.   This should only be necessary if you re-formatted your hard drive during the upgrade procedure.

If your PC has multiple users of the TPM, each user must restore his/her keys.

Restore your TPM Keys

  1. Click Start > All Programs > Security by Wave Systems > EMBASSY Security Center
    When the EMBASSY Security Center window appears, select Archive and Restore (left navigation pane), then click on Archive.
  2. This will start the Restore process by prompting you to enter the location where your keys are stored.   Select the location and click OK to continue.
  3. You will now be prompted to enter the archive password.   This is the password you created when you archived the keys.

When the restore procedure is completed you will see a message stating so.


Restore your Vault Data

  1. Using the Document Manager Vault Interface, open the Vault to restore to or navigate to the desired Vault in Windows Explorer.
  2. Select Archive > Restore to New Vault or Restore to Current Vault , whichever is your preference, from the menu.   You can also Right-click on the Vault and select ‘Vault Restore’ from the context menu.
  3. Select the Vault archive to be restored.
  4. Enter the name of the new Vault and its location, and then select OK.
  5. Repeat for all vaults.

Document Manager will restore the Vault data and the TPM keys, the password for the new Vault will be the same password as the Vault that was the source of the archive file.


Restore your PIM Data

  1. Launch PIM by clicking Start > All Programs > Security by Wave Systems > Private Information Manager
  2. The First Time Setup Wizard will run, do not cancel this procedure.
  3. The Wizard will ask about restoring from a backup. Select Yes and follow the remaining instructions.
  4. The user must enter the password for the archive before the restore will complete.

NOTE : The Restore operation will overwrite any previously existing data in Private Information Manager with the data from the backup file.

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About Wave Systems Corp.

Wave Systems solves the most critical security problems for enterprises and government with software solutions that are trustworthy, reliable, easy to use and offer a speedy return on investment. Wave’s trusted computing software solutions include strong authentication, data protection, advanced password management and enterprise-wide trust management services.