Migrating from Cleo LexiCom to Cleo Harmony

Overview

Use this procedure to migrate an existing Cleo LexiCom installation to Cleo Harmony while preserving hosts, mailboxes, certificates, and actions.

This procedure applies to on-premises (Private Cloud) migrations from LexiCom to Harmony. Migration to Cleo Integration Cloud (CIC) follows a different process because hosts and mailboxes are reconfigured as endpoints and data flows.

Before You Begin

• Obtain a valid Cleo Harmony license key.
• Ensure you have administrator access to the LexiCom and Harmony servers.
• Have the export passphrase and any certificate private-key passwords available.
• Schedule a maintenance window if partner communications will be interrupted.

Migrate the Configuration

1. Install Harmony on the target server and apply the Harmony license key.
2. In LexiCom, export the configuration:
   • Web UI: Administration > System > Export
   • Native UI: File > Export
3. Include hosts, mailboxes, certificates, and actions in the export, and specify an export passphrase.
4. Transfer the exported .zip file to the Harmony server.
5. Import the configuration into Harmony:
   • Web UI:
     1. Go to Administration > System > Import.
     2. Click Select file to import, navigate to the exported .zip, and click Open. The page repopulates with the file's contents.
     3. Select the hosts, mailboxes, certificates, and actions you want to import. For any certificate with a private key, enter its password in the field next to that certificate.
     4. If a host being imported is disabled, select Enable host if disabled to activate it on import.
     5. If an export passphrase was set, enter it to decrypt the import (leave blank if none was set).
     6. Click Import. If any selected item already exists, you'll be prompted to confirm. For a partial import (e.g., mailboxes only), the parent host must already exist in Harmony.
   • Native UI:
     1. Go to File > Import to open the Import User Files dialog box.
     2. Choose the source: select Local File and navigate to the exported .zip, then click Open; or select Deployment URL and supply the URL and connection type, then click Download. The dialog repopulates with the file's contents.
     3. Select the hosts, mailboxes, certificates, and actions you want to import. For any certificate with a private key, enter its password in the field next to that certificate.
     4. If a host being imported is disabled, select Enable host if disabled to activate it on import.
     5. If an export passphrase was set, enter it to decrypt the import (leave blank if none was set).
     6. Click Import. If any selected item already exists, you'll be prompted to confirm. For a partial import, the parent host must already exist in Harmony.
   • Command line: 
     • Supply the passphrase and any certificate private-key passwords inline with the -i option:
       Harmonyc -i <export-file>.zip -pp <export-passphrase> -cp <cert-password-1> -cp <cert-password-2> ...
     • Repeat -cp once per certificate password. Harmony tries them in rotation until one matches. 
     • Note: there's no command-line equivalent to "Enable host if disabled." To enable or run imported actions afterward, follow with -e "<host>" (enable) or -r "<host>\<mailbox>\<action>" (run).
6. Resolve any import conflicts. If performing a partial import, ensure any required parent hosts already exist in Harmony.
7. Verify that hosts, mailboxes, certificates, and actions were imported successfully.
8. Test trading partner connections and validate send and receive operations.
9. Route production traffic to Harmony and monitor initial partner transactions.
10. After verifying stable operation, decommission the LexiCom installation.

Verify the Migration

Confirm that:

• All expected hosts and mailboxes are present and enabled.
• Certificates were imported successfully and have the expected trust and expiration status.
• Test transactions complete successfully for all trading partners.
• No migration-related errors appear in the Harmony logs.

Roll Back the Migration

If issues occur, continue operating the LexiCom instance until Harmony has been fully validated. Do not decommission LexiCom until all trading partner connections have been verified in Harmony.