Upgrading NetWare® 5 Clusters to NetWare 6 Novell BrainShare 2002 Upgrading NetWare® 5 Clusters to NetWare 6 Jason Rivard Senior Consultant Novell, Inc. jrivard@novell.com Eric Wing Partner Tenacious Integration Services ewing@tenacious.ws TUT203—Upgrading NetWare 5 Clusters to NetWare 6

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NetWare® 6 and NCS Bundled with NetWare 6 Two-node cluster No additional charge Incremental charge for more nodes Maximum 32 nodes per cluster Clustering is the killer SAN application Enterprise storage management Mixed NetWare 5 and NetWare 6 clusters not supported

New NetWare Loadable Modules™ (NLMs™) Cluster Volume Broker (CVB) Single-system image storage manager Dynamically updates Novell Storage Services™ (NSS) configuration changes across all cluster nodes Portal Cluster (PCLUSTER) NetWare Remote Manager snap-in Cluster System Services (CSS) An API to allow cluster aware apps to share memory and distributed thread locking

Cluster configuration New NLM Architecture PCLUSTER Web browser Bus CVB CMA ConsoleOne® Event CSS CRM Novell eDirectory™ Cluster configuration objects VIPX Novell Storage Services VLL GIPC SBD CLSTRLIB

New Monitoring and Management Features NetWare Remote Manager Cluster commands Simple Network Management Protocol (SNMP) Simple Mail Transfer Protocol (SMTP) notifications Heartbeat statistics Persistent cluster event log

SNMP Compaq cluster MIB Node traps Cluster discovery Join, leave, or fail Cluster discovery Cluster name Node names and IP addresses Supports third-party cluster management tools Compaq Insight Manager (CIM/XE)

SMTP E-mailbased event notification Supplements cluster MIB traps Plain text XML formatted Supplements cluster MIB traps Node events Join, leave, or fail Resource events Cluster resource state changes

NetWare Remote Manager Web browser interface Cluster config Cluster management Full-function alternative to Novell ConsoleOne® ConsoleOne snap-ins also provided NetWare 5 and NetWare 6 clusters in the same tree Manage NetWare 5 and NetWare 6 clusters from ConsoleOne Manage NetWare 6 clusters from ConsoleOne or NetWare Remote Manager

Cluster IP Address Single management address for cluster Cluster IP address always available Doesn’t matter what servers are running Point web browser at cluster IP address Single system image management www.cluster.com resolve to IP address Pick unique IP address during installation Edit via NetWare Remote Manager or ConsoleOne

Master IP Address Resource Special cluster resource Always runs on cluster master node Automatically generated during installation Cannot be controlled or edited Bind cluster IP address Bind NetWare Remote Manager HTTPBIND address /KEYFILE:”SSL CertificateIP”

Resource Priorities Comparative resource prioritization Each resource has a priority value Ensure deterministic load order Resources loaded in priority order Priorities applied separately per node Priorities compared on node event Failover—node left Failback—node joined

Cluster Commands DOWN LEAVE JOIN VIEW DHCP {context} STATS {display, clear} CVSBIND {add, del} {resource} {IP address}

Cluster Commands (cont.) RESOURCES STATUS {resource} ONLINE {resource} {node} ALERT {resource} {yes, no} OFFLINE {resource} MIGRATE {resource} {node} POOLS

Heartbeat Statistics Diagnostic tool LAN and SAN heartbeat statistics Tune heartbeat settings Identify poison pill problems LAN and SAN heartbeat statistics Minimum measured interval Maximum measured interval Recent distribution history

Persistent Event Log Persistent log of significant cluster events Viewable from NetWare Remote Manager or ConsoleOne

New Cluster-Enabled Volume Features Same as NetWare 5.x behavior Customizable virtual server name Eliminate underscores for DNS Available in NCS v1.02 w/ NCS v1.6 snap-ins Customizable cluster volume name Default virtual server name derived from shared pool name SLP registering of virtual server name by default

Volume Failover Differences Pool re-activated Logical volumes mounted File system trustees Globally unique identifiers No more TRUSTMIG Faster cluster volume failover

NSS Flush on Close Helps guarantee data integrity Logical volume attribute Selectively enable Cache flushed on file close Protect grey data Performance penalty Server-side “true commit” Set on the server, not each client Pay the performance price only when it matters Sensitive data on flush-on-close logical volumes

Storage Services Hierarchy Logical volumes Storage pools Aggregation function() Partition segments NetWare disks Storage Area Network (SAN) Devices (JBOD Disks or RAID sets)

Other New NetWare 6 Cluster Topics Cluster NetWare 6 services Native File Access Novell iFolder™ iPrint/Novell Distributed Print Services™ (NDPS®) Apache New NSS features Compression Data shredding

Part II: The Upgrade

Upgrade Prerequisites Application prerequisites Verify all applications are supported on NetWare 6 Netware 6 hardware prerequisites Pentium II or AMD K7 256MB RAM 200MB DOS partition available space

Planning Cluster Upgrades Plan for… Downtime Redistribute resources to take advantage of NetWare 6 SMP capabilities Configuring resource priorities Cluster (master) IP address Take advantage of SNMP NSS tuning (cache balance, data shredding, compression, flush on close)

Licensing Changes NetWare 6 includes a two-node license Cannot be combined for more than two nodes Ensure you have licenses for all nodes prior to starting the upgrade

Upgrade Procedural Options Safe method Bring down entire cluster Upgrade all servers Bring cluster back online Minimize downtime method Bring down half the cluster Upgrade half the servers Bring cluster online on upgraded servers Upgrade remaining servers

Safe Method—High Level Overview Preparation Run Deployment Manager against entire cluster Down the cluster NetWare upgrade This is the normal NetWare 5.x to NetWare 6 upgrade process Upgrade cannot be performed unless Deployment Manager has prepared the cluster for upgrade Post-upgrade Use Deployment Manager to upgrade NCS code on all nodes NSS volumes upgraded, trustees are restored, shared disk pools are brought online Start the cluster

Safe Method—Detailed View Two-Node Example

Safe Method—Detailed View Preparation Use Deployment Manager to prepare the cluster to be upgraded

Safe Method—Detailed View Preparation (cont.)

Safe Method—Detailed View Preparation (cont.) Select the Cluster Object to be upgraded

Safe Method—Detailed View Preparation (cont.) Deployment Manager performs the following tasks Verify the current Novell eDirectory™ version, NetWare version and patch levels eDirectory NetWare 5.0 Support Pack 4 NetWare 5.1 Support Pack 2a Backup and remove trustee assignments from cluster-enabled volumes Remarks out the LDNCS.NCF from AUTOEXEC.NCF Detects and marks all shared disks Changes the NSS Partition ID of all shared disks to the legacy ID Sets a flag on each server indicating the pre-upgrade tasks succeed

Safe Method—Detailed View Preparation (cont.) Down all servers Forces a cluster shutdown Assures all shared volumes are dismounted

Safe Method—Detailed View Preparation (cont.) Preparation completed

Safe Method—Detailed View NetWare Upgrade Perform standard NetWare 6 upgrade on each cluster node Upgrade will check to see if server is part of a cluster Verify that Deployment Manager has been run Perform standard NetWare 6 upgrade

Safe Method—Detailed View Post-Upgrade Run Deployment Manager post-installation tasks Select Install or Upgrade a Novell Cluster

Safe Method—Detailed View Post-Upgrade (cont.)

Safe Method—Detailed View Post-Upgrade (cont.) Select upgrade software in existing cluster

Safe Method—Detailed View Post-Upgrade (cont.) Select Cluster Object being upgraded

Safe Method—Detailed View Post-Upgrade (cont.) Enter cluster IP address

Safe Method—Detailed View Post-Upgrade (cont.) Select if the cluster will automatically start-up after upgrade completes

Safe Method—Detailed View Post-Upgrade (cont.) Verify installation

Safe Method—Detailed View Post-Upgrade (cont.) Upgrade is performed

Safe Method—Detailed View Post-Upgrade (cont.) Upgrade completed

Minimize Dowtime Method Overview Migrate resources so half the nodes are available for upgrade Server1 PDP01 WEBAGENT APPS Server2 P02 WEB PUB Server3 PO3 DHCPSRVR Server4 GWIA HOME

Minimize Dowtime Method Overview (cont.) Server1 and Server2 are now available for upgrade Server1 Server2 Server3 PO3 DHCPSRVR PDP01 WEBAGENT APPS Server4 GWIA HOME P02 WEB PUB

Minimize Dowtime Method Overview (cont.) Run Deployment Manager against entire cluster

Minimize Dowtime Method Overview (cont.) Perform NetWare 5.x to NetWare 6 upgrade on server1 and server 2 Cluster remains running on Server3 and Server4 Server1 Server2 Server3 PO3 DHCPSRVR PDP01 WEBAGENT APPS Server4 GWIA HOME P02 WEB PUB

Minimize Dowtime Method Overview (cont.) Down remaining cluster and run Deployment Manager Post-Upgrade Server1 Server2 Server3 Server4

Minimize Dowtime Method Overview (cont.) Startup cluster on Server1 and Server2 Server1 PO3 DHCPSRVR PDP01 WEBAGENT APPS Server2 GWIA HOME P02 WEB PUB Server3 Server4

Minimize Dowtime Method Overview (cont.) Perform NetWare 5.x to NetWare 6 upgrade on Server3 and Server4 Server1 PO3 DHCPSRVR PDP01 WEBAGENT APPS Server2 GWIA HOME P02 WEB PUB Server3 Server4

Minimize Dowtime Method Overview (cont.) Bring Server3 and Server4 online and migrate resources back to their performed node Server 1 PDP01 WEBAGENT APPS Server 2 P02 WEB PUB Server3 PO3 DHCPSRVR Server4 GWIA HOME

What Happens During Upgrade NSS volumes upgraded to NSS v3 Trustees saved in TRUSTEES.XML at root of each volume Can be restored using TRUSTBAR.NLM tool Cluster scripts updated to NetWare 6 syntax First time ConsoleOne is run after upgrade, NSS upgrade command and trustbar commented out

Command Syntax Translation NetWare 5.x NetWare 6 CLUSTER_START CLUSTER NUDP ADD Unchanged NUDP DEL Unchanged ADD SECONDARY IPADDRESS Unchanged DEL SECONDARY IPADDRESS Unchanged CVSBIND ADD CLUSTER CVSBIND ADD CVSBIND DEL CLUSTER CVSBIND DEL

Command Syntax Translation (cont.) NetWare 5.x NetWare 6 NSS /ACTIVATE=* NSS /POOLACTIVATE=* NSS /FORCEDACTIVATE=* NSS /POOLDEACTIVATE=* /OVERRIDE=QUESTION MOUNT name Unchanged MOUNT name VOLID=n Unchanged DISMOUNT Removed TRUSTMIG Removed