Novell BrainShare 2002 Novell Consulting’s Best Practices for Planning Successful NetWare® Upgrades Stuart Proffitt Novell Consultant Novell, Inc. sproffitt@novell.com Nancy Hawkins nhawkins@novell.com TUT202—Novell Consulting's Best Practices for Planning Successful NetWare Upgrades

Vision…one Net Mission A world where networks of all types—corporate and public, intranets, extranets, and the Internet—work together as one Net and securely connect employees, customers, suppliers, and partners across organizational boundaries Mission To solve complex business and technical challenges with Net business solutions that enable people, processes, and systems to work together and our customers to profit from the opportunities of a networked world

Keys to a Successful Upgrade Novell BrainShare 2002 Keys to a Successful Upgrade TUT202—Novell Consulting's Best Practices for Planning Successful NetWare Upgrades

Communication Define your upgrade team Novell BrainShare 2002 Communication Define your upgrade team Define roles and responsibilities Schedule standing meetings Communicate, communicate, communicate TUT202—Novell Consulting's Best Practices for Planning Successful NetWare Upgrades

Develop a Plan Accommodate business and technical needs Novell BrainShare 2002 Develop a Plan Accommodate business and technical needs Accommodate required resources… Hardware People Sites Set realistic timelines TUT202—Novell Consulting's Best Practices for Planning Successful NetWare Upgrades

Plan for Business Needs Check with affected business units End of month/quarter/year Atypical working hours Special projects Check with other teams for potential conflicts Network upgrades Other NOS projects Desktop deployments

Plan for Technical Needs Correct any Novell eDirectory™ issues Select first NetWare® 5 or 6 server Install/upgrade LAN and disk drivers Select personnel to perform upgrades Determine media distribution method Upgrade schedule Create checklists

Research Identify potential problems Server configurations Novell BrainShare 2002 Research Identify potential problems Server configurations Identify applications TUT202—Novell Consulting's Best Practices for Planning Successful NetWare Upgrades

Identify Potential Problems Novell BrainShare 2002 Identify Potential Problems eDirectory health check Stuck obituaries DS version(s) eDirectory partition/replica design Time synchronization Determine DIB size IP infrastructure design TUT202—Novell Consulting's Best Practices for Planning Successful NetWare Upgrades

Server Configuration Create a server configuration spreadsheet Novell BrainShare 2002 Server Configuration Create a server configuration spreadsheet Available space on SYS and DOS partition LAN and disk drivers Location of specialized services On certain manufacturers’ servers, check OS setting in BIOS TUT202—Novell Consulting's Best Practices for Planning Successful NetWare Upgrades

Identify Applications Novell BrainShare 2002 Identify Applications Server-based *NLMs™ Virus scanners Messaging systems (GroupWise®, **NIMS™, etc.) Backup software Databases (SQL, Oracle, Sybase, etc.) Auditing software Btrieve-based applications *NetWare Loadable Module™ ** Novell Internet Messaging System™ TUT202—Novell Consulting's Best Practices for Planning Successful NetWare Upgrades

Deployment Steps Requirements assessment Build test lab Novell BrainShare 2002 Deployment Steps Requirements assessment Build test lab Select first NetWare 5 or 6 server in the tree Perform pilot Deploy upgrade source media Perform the upgrades Post upgrade cleanup TUT202—Novell Consulting's Best Practices for Planning Successful NetWare Upgrades

In Theory… “In theory, there is no difference between theory and practice—but in practice, there is.” Jan L.A. van de Snepscheut, computer scientist

Test Lab Duplicate the production environment Novell BrainShare 2002 Test Lab Duplicate the production environment Isolate from the production network (optional) Deploy typical client workstations TUT202—Novell Consulting's Best Practices for Planning Successful NetWare Upgrades

Test Lab—Equipment At least three servers—more is better Novell BrainShare 2002 Test Lab—Equipment At least three servers—more is better One administrative workstation Two or more client workstations Tape drives, FAX cards, serial boards, etc. Hub or switch TUT202—Novell Consulting's Best Practices for Planning Successful NetWare Upgrades

Test Lab—Server Setup Process Novell BrainShare 2002 Test Lab—Server Setup Process Install server into test lab eDirectory tree Patch server to match production server Install applications on server Verify client connection to server Backup file system trustee assignments Remove eDirectory from server Image the server Reinstall eDirectory on server Restore file system trustee assignments TUT202—Novell Consulting's Best Practices for Planning Successful NetWare Upgrades

Test Lab—Tasks Build any required upgrade scripts Build checklist Novell BrainShare 2002 Test Lab—Tasks Build any required upgrade scripts Build checklist Test upgrade process using checklist Verify that the upgrade worked Modify and repeat as necessary TUT202—Novell Consulting's Best Practices for Planning Successful NetWare Upgrades

Pre-Upgrade Tasks Check eDirectory health eDirectory health check Time synchronization Stop and remark out all applications on server to be upgraded Verify after server reboot Confirm all network connections working

The First NetWare 5 or 6 Server Novell BrainShare 2002 The First NetWare 5 or 6 Server Must hold a replica of [Root]—R/W or Master NetWare 5 to 6, the first server upgraded should be the current Certificate Authority If NetWare 3 or 4, the first server upgraded will become the Certificate Authority Must not be a temporary server TUT202—Novell Consulting's Best Practices for Planning Successful NetWare Upgrades

Starting the Upgrades Install the first NetWare 5.x or 6.x server Novell BrainShare 2002 Starting the Upgrades Install the first NetWare 5.x or 6.x server Follow steps in NWDEPLOY.EXE Allow eDirectory to synchronize for a day or more TUT202—Novell Consulting's Best Practices for Planning Successful NetWare Upgrades

Upgrade Pilot Choose low-profile servers Novell BrainShare 2002 Upgrade Pilot Choose low-profile servers Perform upgrades using procedures/scripts from lab Review results of pilot Revise process if necessary Finalize upgrade procedures/scripts TUT202—Novell Consulting's Best Practices for Planning Successful NetWare Upgrades

Deploy Upgrade Source Media Create and deploy CD-ROMs to remote sites Review upgrade process with upgrade staff Review personnel schedule Review project plan Review upgrade schedule

Post-Upgrade Cleanup Install any additional products with NWDEPLOY.EXE Novell BrainShare 2002 Post-Upgrade Cleanup Install any additional products with NWDEPLOY.EXE Resolve any leftover problems Remove old DS files TUT202—Novell Consulting's Best Practices for Planning Successful NetWare Upgrades

Common Pitfalls IP infrastructure not in place Novell BrainShare 2002 Common Pitfalls IP infrastructure not in place Failure to allow DS to synchronize Not cleaning up eDirectory problems Not enough free space on SYS volume Running RCONSOLE from the server you are upgrading Having applications that hold eDirectory open Failure to communicate plan to team members Have a human onsite at remote locations TUT202—Novell Consulting's Best Practices for Planning Successful NetWare Upgrades

Considerations If you are going to do any of these items, do them before you upgrade the server Change server names Change server context in eDirectory Change server IP address

Cool Tools Toolbox—support.novell.com JCMD.NLM—www.jrbsoftware.com Novell BrainShare 2002 Cool Tools Toolbox—support.novell.com JCMD.NLM—www.jrbsoftware.com MOUNTDOS.NLM—www.midnighttech.com CPQFM—www.novellshareware.com UltraEdit—www.ultraedit.com Server Magic—www.powerquest.com Server Image—included with Server Magic TUT202—Novell Consulting's Best Practices for Planning Successful NetWare Upgrades

References Success stories eDirectory Health Check—TID 10012858 www.novell.com/consulting/ eDirectory Health Check—TID 10012858 In-place Upgrade Health Check—TID 10021958 NetWare 5.x or 6.x www.novell.com/documentation “Overview and Installation Guide” “Other Installation Options”