Lessons Learned: Novell Open Enterprise Server Upgrades Made Easy


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You've read the documentation, played in the lab, and now you're ready to jump in and upgrade your NetWare environment to Novell Open Enterprise Server 2 on Linux. Attend this session to glean a final few best practices and to learn how to make the most of the migration tools included in the product. You'll also learn about the various pitfalls encountered during real-world upgrades, as well as the solutions used to resolve them.

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Lessons Learned: Novell Open Enterprise Server Upgrades Made Easy

  1. 1. Lessons Learned: Novell Open Enterprise ® Server Upgrades Made Easy
  2. 2. Martin Weiss Technical Specialist mw@novell.com Glen Davis Technical Project Manager gldavis@novell.com Kyle Bradford Technical Support Engineer kwbradford@novell.com 2 © Novell, Inc. All rights reserved.
  3. 3. Agenda • Before starting the migration • OES implementation guidelines • Migration processes • The OES 2 migration toolkit 3 © Novell, Inc. All rights reserved.
  4. 4. Before Starting the Migration
  5. 5. Reasons for Migrating End of NetWare General Support ® 3rd party support has waned March 7, 2010 – Start extended support New Features Dynamic storage technology, Domain Services for Windows Virtualization Enhanced scalability – 64-bit support Linux and Open Source New possibilities Linux certifications 5 © Novell, Inc. All rights reserved.
  6. 6. Building Your Knowledge Novell Open Enterprise Server 2 Upgrade Resources ® • Best Practices Guide • Training Courses – Live document – Migration and upgrade – User comments – Free Training – Quick response time – Real migration scenarios Learning Resources • Novell Community • Social Media – Upgrade/migration articles – Twitter: twitter.com/novelloes – Novell CoolSolutions – Linkedin Groups – Wiki – Facebook – Migration forums – YouTube 6 © Novell, Inc. All rights reserved.
  7. 7. Pre-Upgrade/Migration - Analyze and Review the Environment • Analyze using Novell Support Advisor • Verify and document the Source Know your Environment Environment • Solve existing issues Review, Fix • Apply latest patches before upgrading & Stabilize • File, Print, DNS, DHCP, Access Protocols • Check that the OES2 services fulfill your Analyze the Services requirements 7 © Novell, Inc. All rights reserved.
  8. 8. Plan the New Environment Design your target platform • OES2 SP2 Services • 32 or 64 bit • RAM replacement Other Applications • Anti-Virus & Backup Create a written • GroupWise concept • ZENworks • Identity Manager New Environment 8 © Novell, Inc. All rights reserved.
  9. 9. Prepare Your Existing Environment (1) Source for Install and Update eDirectory ™ Server Based on Easy Post- Templates installation AutoYaST + Cluster Node ZLM Server Remote / Faster than Frozen Patch Special CD/DVD Levels Purpose 9 © Novell, Inc. All rights reserved.
  10. 10. Prepare Your Existing Environment (2) Name Resolution Timesync • DNS • Migrate from • SLP Timesync to NTP • HOSTS (Old, new, & temp servers) Edirectory Security ™ eDirectory Core • Verify SDI + PKI • Review structure, • Can the CA Keys be partitioning, exported? replication • Use SDIDIAG and • Versions, Patchlevel, iManager PKI Plugin and Schema (at 8.8?) • Unique naming, ID, and Posix Attributes 10 © Novell, Inc. All rights reserved.
  11. 11. Novell Open Enterprise Server ® Things to Think About
  12. 12. Novell Open Enterprise Server ® Things to Think About Standards • Define and Follow your “new” standards • Linux is case sensitive (User, Groups and other objects) Naming • Uniqueness • Local EXT3 and LVM File System Layout • /boot / (root) /tmp /var /home Packet / Pattern • Install only what is really required and used Detection • 1. Install, 2. Patch, 3. Configure LAN Connectivity • Use Bonding for fault tolerance (active-backup) SAN and Storage • Use DM-MPIO if possible,know if it is cluster or stand- alone Connectivity • Verify certification of storage infrastructure for SLES 12 © Novell, Inc. All rights reserved.
  13. 13. Novell Open Enterprise Server ® Things to Think About Name •DNS (same as on NetWare) •Changes in SLP (move to OpenSLP) Resolution •HOSTS Timesync •Move from Timesync to NTPD eDirectory ™ •NMAS + Universal Password + Password Policies •Implement Universal Password for AFP and CIFS? Linux User •For what do we need LUM? •Convert lower, persistent search, cache only, alternate Mgmt servers LDAP Proxy •Where to put them in eDirectory? •Install user vs. LDAP proxy users •One proxy user per service per location / server Users •Security DHCP •LDAP integrated “Linux” DHCP 13 © Novell, Inc. All rights reserved.
  14. 14. Novell Open Enterprise Server ® Things to Think About DNS •Same as on NetWare ® •Novell Storage Services File Services ™ •Distributed File System •Dynamic Storage Technology File Access •NCP / CIFS / AFP / NFS / NetStorage ™ •CPFL & DFS / DST Support Protocols •Pure-FTP + Gateway •One driver store only iPrint •Use DNS for Print Manager name resolution •Use DSServer2/DSServer3 for LDAP fault tolerance iManager •Install only where required •Keep plugins current Cluster Services •See Novell Cluster Services Session ® 14 © Novell, Inc. All rights reserved.
  15. 15. Migration Processes: Step-by-Step
  16. 16. Migration Step-by-Step eDirectory Server ™ Install New Server Uninstall Add Replicas Old Server Verify and Change Monitor Replica Type Change Login Move CA and Process Verify SDI Move IDM Driversets To Rollback – just reverse the process 16 © Novell, Inc. All rights reserved.
  17. 17. Migration Step-by-Step Cluster (Rolling Upgrade) Remove Advantages NetWare Node •No new hardware •Less effort Do Final Conversion after Re-add Server all nodes as a Linux Node are Linux Disadvantage •High risk Migrate Repeat steps 1-3 Resources to for all Nodes Linux Node 17 © Novell, Inc. All rights reserved.
  18. 18. Migration Step-by-Step Cluster (Build a New Cluster) Advantages Build New Linux Cluster •Lowest Risk •Chance for re- design, consolidation & Test Congratulate yourself on Move Data using Migration a successful Migration! Toolkit or SAN Replication Disadvantage •More Effort Remove old Servers Change Login Script/ from the tree and clean DNS Entries, UNC paths up eDirectory ™ 18 © Novell, Inc. All rights reserved.
  19. 19. Migration Step-by-Step Remote Server / Special Purpose •Assign the zones to the new DNS server DNS Migration •Reconfigure clients & servers DHCP •Use Migration Toolkit Install New Server •Clean up before migrating Migration •Use Migration Toolkit •Disable Login & Clear connections for final delta- File Migration sync •Modify Login Scripts Uninstall Move / Migrate iPrint •Use Migration Toolkit Old Server each Service •Copy/Consolidate and change DNS Migration •Remove old queues and gateways User Migration •Move User per user /department based •Find and Remove existing dependencies Dependency •use DNS (CNAME) where possible Cleanup •use loginscript 19 © Novell, Inc. All rights reserved.
  20. 20. Migration Processes: Transfer-ID
  21. 21. Migration “Transfer-ID” eDirectory Server ™ Install New Server Install into the same context as Install Pre-Migration Pattern the Source Use Migration Tools Transfer eDirectory and Identity Verify Log Files Post-Migration and Cleanup Clean Up eDirectory Check eDirectory 21 © Novell, Inc. All rights reserved.
  22. 22. Migration “Transfer-ID” Cluster Node Not needed! 22 © Novell, Inc. All rights reserved.
  23. 23. Migration “Transfer-ID” Remote Server / Special Purpose Install New Server Install Services that will Install Pre-Migration Install into same context Migrate (NSS, iPrint) Pattern as Source Use Migration Tools Transfer eDirectory ™ Transfer Services - File, Verify Log Files and Identitity Print, iFolder, DHCP Post-Migration & Cleanup Clean Up eDirectory Configure and Check Services 23 © Novell, Inc. All rights reserved.
  24. 24. Transfer-ID vs. Step-by-Step Transfer-ID Comparison Advantages Disadvantages • No new name or IP • High Risk Address required • No easy rollback • No change in login scripts • No chance to test required • No chance to increase the • No change in eDirectory ™ load attributes required • No chance to re-design • Fast 24 © Novell, Inc. All rights reserved.
  25. 25. Transfer-ID vs. Step-by-Step Recommendation and Best Practice • Start with Step-by-Step and use Transfer-ID later • Find and remove your dependencies • Remove forgotten “old, inherited stuff” • Split services logical from server names • Review your design and re-design • Use DNS Name resolution where possible • Use secondary IP-addresses • Note: Transfer-ID only migrates some applications 25 © Novell, Inc. All rights reserved.
  26. 26. The Novell Open Enterprise Server 2 ® Migration Toolkit
  27. 27. Screenshot of the GUI 27 © Novell, Inc. All rights reserved.
  28. 28. Supported Platforms Migration Tools Support Matrix Source OS eDirectory ™ File Systems Support • 8.6.2 or later • Source NetWare ® • 5.1 SP8 • 8.7.X NSS and • 6.0 SP5a • 8.8.X Traditional • 6.5SP6 or later • Source Linux NSS, NCP and ™ • OES1 Linux POSIX • OES2 Linux • Target OES2 • Windows NSS, NCP and NT/2K/2k2 POSIX Note – Only OES2 is supported as a destination OS, for NetWare destinations, use the older SCMT. 28 © Novell, Inc. All rights reserved.
  29. 29. Migration Tools Features Migrates Service Migrations Several OES File System Services iPrint CLI Tools Transfer-ID Migration CIFS AFP Migration DHCP Tools FTP Non- iFolder destructive migration and consolidation Scheduling NTP Archive & Versioning E-mail Notification 29 © Novell, Inc. All rights reserved.
  30. 30. File System: Migration Procedure •Many Command Line parameters (see migfiles) •The GUI uses a SCMT like approach –Drag/drop directories or volumes to the target –Select date/time or pattern based filters •Uses SMS and nbackup to move data –System meta data preservation = SMS Backup 30 © Novell, Inc. All rights reserved.
  31. 31. File System: Tips and Tricks Load TSAFS with /cluster and /showclustervolumesonnode on the source server Use NSS /NOQUOTACHECKING on the target server 31 © Novell, Inc. All rights reserved.
  32. 32. iPrint: Migration Procedure iPrint data migrated • Printer objects, printer drivers, driver profiles, print managers, ACL's, banners and printer pools Using the GUI • Select the active print managers on both the source and the target • Select all or required printers to migrate Printer Migration Naming • Printers can keep the same name and context in eDirectory . The original eDirectory print objects are ™ renamed 32 © Novell, Inc. All rights reserved.
  33. 33. iPrint: Migration Key Points • TID 7004455 is the official iPrint migration best practices guide • The Migration tool for iPrint – Requires successful iprntman authentication – Creates duplicate printer objects (NetWare to Linux) ® – Option to “migrate” objects to same container (rename _NW) – Is a non-risk procedure if choosing 'Consolidate' – Creates /opt/novell/iprint/bin/psmimport.xml – Does not configure workstations to point new print manager 33 © Novell, Inc. All rights reserved.
  34. 34. iPrint: Workstation Migration iPrint printers installed to workstation consist of the following: • Printer agent name (without eDirectory™ context) • Address to which Print Manager is bound Two strategies to point installed printers to a new server: ● Address binding (TID 7005255) – PSMHostAddress value within etc/opt/novell/iprint/conf/ipsmd.conf ●iPrint printer agent redirection (TID 3006726) 34 © Novell, Inc. All rights reserved.
  35. 35. DHCP: Migration Procedure • NetWare DHCP configuration is mapped to ® Linux DHCP – The NetWare schema and Linux schema in eDirectory are ™ different – All the subnets get migrated inside a single DHCP service (dhcpService object) including leases • The GUI and the CLI support three levels of migration – Server Level: Migrates NetWare server with all the associated subnets – Subnet Level: Migrates the selected NetWare subnets only – Tree Level: Migrates all the servers in the tree with the associated data 35 © Novell, Inc. All rights reserved.
  36. 36. After the Migration to Novell Open Enterprise Server ®
  37. 37. Activation / Implementation of NEW Features Wait some time before new features are activated Implement any Make sure the additional features migration was (DST, DFS, DsfW, successful ifolder) Fix any problems Monitor the system 37 © Novell, Inc. All rights reserved.
  38. 38. References Upgrade Community - http://www.novell.com/communities/coolsolutions/upgradetooes Upgrading to OES Guide - http://www.novell.com/documentation/oes2/upgrade_to_oes_lx/ page=/documentation/oes2/upgrade_to_oes_lx/data/front.html iPrint Migration Best Practices – TID 7004455 Other iPrint Resources – TIDS 7004109 , 7005255, 7004910 38 © Novell, Inc. All rights reserved.
  39. 39. Questions and Answers
  40. 40. Unpublished Work of Novell, Inc. All Rights Reserved. This work is an unpublished work and contains confidential, proprietary, and trade secret information of Novell, Inc. Access to this work is restricted to Novell employees who have a need to know to perform tasks within the scope of their assignments. No part of this work may be practiced, performed, copied, distributed, revised, modified, translated, abridged, condensed, expanded, collected, or adapted without the prior written consent of Novell, Inc. Any use or exploitation of this work without authorization could subject the perpetrator to criminal and civil liability. General Disclaimer This document is not to be construed as a promise by any participating company to develop, deliver, or market a product. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. Novell, Inc. makes no representations or warranties with respect to the contents of this document, and specifically disclaims any express or implied warranties of merchantability or fitness for any particular purpose. The development, release, and timing of features or functionality described for Novell products remains at the sole discretion of Novell. Further, Novell, Inc. reserves the right to revise this document and to make changes to its content, at any time, without obligation to notify any person or entity of such revisions or changes. All Novell marks referenced in this presentation are trademarks or registered trademarks of Novell, Inc. in the United States and other countries. All third-party trademarks are the property of their respective owners.
  41. 41. Supporting Slides
  42. 42. Migration Tools Features (Continued) • Disable login during data migration – User logins are disabled during data migration for better data integrity and to minimize open file errors • Sync enhancements – Files skipped due to open file errors are migrated during sync, meta data changes like trustee addition etc. • Multiple path selection – Drag and Drop multiple paths during consolidation • Non-English character directories – Non-English character support using Novell® Client • Support for cluster data migration 43 © Novell, Inc. All rights reserved.