Step 1: Collecting data from the source TKE workstation

This step is the first step in migrating customer data from a source TKE workstation to a target TKE workstation.

Create files that contain the data that is needed to load customer-defined roles and profiles from the source TKE workstation’s local adapter to the target TKE workstation.

1. If you already have files for loading customer-defined roles and profiles, skip to step 3
2. Use either the TKE Workstation Setup wizard or the Cryptographic Node Management (CNM) utility to create the files.
   • Option 1: If the source TKE workstation is at TKE level 7.3 or later, you can use the TKE Workstation Setup wizard. For instructions, see Option 1: Using the TKE Workstation Setup wizard to collect data about roles and profiles
   • Option 2: For any level of TKE, you can use the Cryptographic Node Management (CNM) utility to create the files. For instructions, see Option 2: Using the Cryptographic Node Management (CNM) utility to collect data about roles and profiles

Format the USB flash memory drive to hold save upgrade data.

3. If you already have a formatted USB flash memory drive, install it into your source TKE workstation and skip to step 15.
4. Install the USB flash memory drive into any open USB port and wait for the device to report in. The wait can take up to 30 seconds.
   Note: If the source workstation is a TKE 6.0 workstation, format the USB flash memory drive on the target TKE 7.0 or later system. Move the flash memory drive to the source TKE 6.0 workstation when the format operation is complete.
5. From the Trusted Key Entry Console select Service Management.
6. Open the Format Media application.
7. Click Upgrade data.
8. Click Format.
9. Select your USB flash memory device.
10. Click OK to start the format process.
11. Click Format. Do not change the file system format.
12. Click Yes to allow the media to be overwritten.
13. Click OK to close the completion message.
14. If the source workstation is a TKE 6.0 system, move the formatted USB flash memory drive from the target TKE 7.0 or later workstation to the source workstation.

15. Close all windows except the pre-login window. The pre-login window has the title Welcome to the Trusted Key Entry Console.
16. Select Privileged Mode Access.
17. Enter either admin or service for the user ID
18. Enter the password. The default password for the admin ID is password. The default password for the service ID is servmode.
19. From the Trusted Key Entry Console window, select Service Management.
20. Open the Save Upgrade Data application.
21. Select Save to USB Flash memory drive.
22. Click OK to start the save process. A message window opens with a completion message when the save process is complete.
23. Click OK to close the message window.