1. Upgrading NetWare® 5 Clusters to NetWare 6
Novell BrainShare 2002
Upgrading NetWare® 5 Clusters to NetWare 6
Jason Rivard
Senior Consultant
Novell, Inc.
Eric Wing
Partner
Tenacious Integration Services
TUT203—Upgrading NetWare 5 Clusters to NetWare 6

2. 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

4. 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

5. 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

6. 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

7. 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

8. 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)

9. 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

10. 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

13. 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
resolve to IP address
Pick unique IP address during installation
Edit via NetWare Remote Manager or ConsoleOne

14. 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”

15. 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

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

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

18. 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

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

21. 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

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

23. 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

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

25. 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

26. Part II:
The Upgrade

27. 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

28. 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)

29. 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

30. 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

31. 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

32. Safe Method—Detailed View Two-Node Example

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

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

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

36. 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

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

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

39. 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

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

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

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

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

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

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

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

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

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

49. 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

50. 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

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

52. 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

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

54. 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

55. 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

56. 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

57. 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

58. 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

59. 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