Novell Consulting

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Novell Consultings Processes and Practices for
Novell NetWare 5.1 Accelerated Upgrades
Stuart Proffitt Novell Consultant sproffitt_at_novell
.com
Nancy Hawkins Novell Consultant nhawkins_at_novell.co
m
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Net Services Software Model
Solutions Applications
Traditional
Web Services
Management
Security
Collaboration
Others
Storage
Access
Net Services
CoreServices
eDirectory
Platform
OperatingSystems
NetWare
Windows
Solaris
Linux
Tru64
New
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NetWare 5.1 Accelerated Upgrades

• What is an Accelerated Upgrade?
• History behind Accelerated Upgrades
• Incentive for using Accelerated Upgrade
• Benefits

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Accelerated Upgrade Benefits

• Speed
• Can be performed remotely
• Low overhead
• Customizable

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Accelerated Upgrade Limitations

• Not supported during a 4.x to 5.1 Accelerated
  Upgrade
• Server Fault Tolerance III (SFT III)
• High Capacity Storage System (HCSS)
• NetWare 4.10 with no long namespace andgt1million
  directory entries
• Adding drivers for new NIC or disk
• Adding IP protocol
• Not supported during a 5.0 to 5.1 Accelerated
  Upgrade
• Adding drivers for new NIC or disk
• Adding IP protocol

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NetWare 5.1 Minimum Requirements

• Pentium II or higher processor
• DOS partition50 MB available
• SYS Volume1.3 GB available
• RAM128 MB
• CD-ROM drive

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NetWare 5.1 Recommendations

• Pentium II or higher processor
• DOS partitionRAM 500 MB/1 GB minimum
• SYS Volume4.0GB/DIB set
• RAM256 MB apps
• CD-ROM drive
• PS/2 mouse

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Types of Accelerated Upgrades

• Accelerated Upgrade Utility
• Response File
• Installation Scripts

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Accelerated Upgrade Utility
NetWare 4 or 5 targeted server
File copy

• Windows client workstation
  running NetWare 5 Accelerated Upgrade

Staging server
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The Accelerated Upgrade Utility

• Similar to an across-the-wire migration
• Run from a client workstation
• NetWare 5.1 CD required
• Can be copied to a staging server
• Comes with NetWare 5.1at root of CD

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Limitations

• Only installs basic services
• Does not install licensing
• Requires a workstation, a staging server, and
  file copy across the network

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Response File

• Text file read as input to install process
• Similar to UNATTEND.TXT
• Covered in BrainShare 2001 session RW123

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Installation Scripts

• Used in NetWare installation
• Formerly known as CDWare Scripts
• Highly customizable
• Allow installation of additional products

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Making the Choice of Upgrade Method

• Accelerated Upgrade Utility
• Response File
• Installation Scripts

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Our Selection Is
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Recognizing Installation Scripts

• Text files with these extensions
• .IPSindividual product installation
• .ICScommon functionality between scripts
• .ILSlanguage-specific scripts

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Launching Scripts

• Launched by INSTALL.NLM (NetWare 4x)
• Requires INSTALL.NLM from the NetWare 5.1 CD
• Launched by NWCONFIG.NLM (NetWare 5x)
• Looks for first .IPS unless specified

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Command Line Options

• S (source path)
• D (DOS path for SERVER.EXE)
• B (batch file spec)
• E (error file spec)
• NOSTATUS (suppress status bar) 

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Command Line Example

• Example syntax (all on one line)
• LOAD NW51\INSTALL\ACCUPG\INSTALL.NLM
  snw51\install\accupg dc\NWSERVER
  bNW51\INSTALL\ACCUPG\UPGRADE.IPS
  eC\NW5UPG.LOG

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Customizing the Scripts

• Default scripts are interactive
• Must modify for an unattended upgrade
• Add commands to perform functions
• Examples
• Back up Novell Directory Services (NDS)
• Purge SYS
• Copy Foundation Key file
• Install additional products
• Be creative

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Scripting Language

• Included in NetWare 5.1 documentation
• www.novell.com/documentation
• Look in Other Installation Options

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Scripts Included in NetWare 5.1

• UPGRADE.IPS
• HWDETECT.ICS
• ACCUPG.ICS
• BACKBOOT.ICS
• REMARK.ICS

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Setting Custom Environment Variables

• SetVar SRC, "NW51"
• SetVar NEWDST, "C\\NWSERVER"
• SetVar CUSTSRC , 'SRC\\Install\\ACCUPG'
• SetVar DN, .Admin.ACME
• SetVar Pass, password
• SetVar RCONJPWD, password

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Setting Path Variables

• GetPath autoexecDir, 1, 'SYS\\SYSTEM', ''
• GetPath sys, 1, 'SYS\\', ''
• GetPath logpath, 1, 'SYS\\SYSTEM', ''
• GetPath SCRSRC, 1, 'SYS\\SYSTEM\\RU', ''
• GetPath SRC, 1, 'NWSRC..\\..\\..\\', ''
• GetPath ProdTCP, 1, 'SRC\\products\\tcpip', ''

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Executing Custom Commands

• NLMExec 1, 'load DSREPAIR -RC'
• Delay 20
• Display 2, "Making copy of the NDS dib and
  copying it to c\nwserver..."
• CopyFile 0,0,1,2,0,sys,system\dsrepair.dib,'','',N
  EWDST,'','','
• PI_EditNCF_KEYSTRINGS "SERVER",''
• EditNCF CDRIVE,'autoexec.bat','.NC1', ccode
• APPENDFile CUSTSRC,'autoexec.BAT','','',
  CDRIVE,'Autoexec.bat','',''
• Display 2, "Modified C\Autoexec.bat to Load
  Server w/o NWLogo. /n Added Server -NL"

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Lets See What All the Talk Is About
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Upgrade Stages

• 1. Copy file
• Reboot
• 2. Hardware detection
• Reboot
• 3. Upgrade DS
• Reboot
• 4. Post upgrade cleanup

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In Theory

• "In theory, there is no difference between
  theory and practicebut in practice, there is."
• Jan L.A. van de Snepscheut,
• Computer scientist

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Keys to a Successful Upgrade

• Communication
• Planning
• Testing

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Overlaying Support Packs

• Basically a file copy
• Overlay the older files with the newer files
• See TID 1006084
• Note In step 11, the file name should be
  NWOVLY1.EXE

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Deployment Steps

• Requirements assessment
• Build test lab
• Select first NetWare 5.1 server in the tree
• Perform pilot
• Deploy Accelerated Upgrade source media
• Perform the upgrades
• Post upgrade cleanup

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Requirements Assessment

• Identify potential problems
• Server configurations
• Identify applications
• Develop a plan

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Identify Potential Problems

• NDS Health Check
• Stuck obituaries
• DS version
• NDS partition/replica design
• Time synchronization
• Determine DIB size
• IP infrastructure design

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Server Configuration

• Create a server configuration spreadsheet
• Available space on SYS and DOS partition
• LAN and disk drivers
• Location of specialized services
• On Compaq servers, check OS setting in BIOS

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Identify Applications

• Server-based NLMs
• Virus scanners
• Messaging systems (GroupWise, NIMS, etc.)
• Backup software
• Databases (SQL, Oracle, Sybase, etc.)
• Btrieve-based applications

NetWare Loadable Module Novell Internet
Messaging System
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Develop a Plan

• Correct any NDS issues
• Select first NetWare 5.1 server
• Install/upgrade LAN and disk drivers
• Select personnel to perform upgrades
• Determine media distribution method
• Upgrade schedule
• Create checklists

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Test Lab

• Duplicate the production environment
• Isolate from the production network
• Deploy standard client workstations

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Test Lab Equipment

• At least three serversmore is better
• One administrative workstation
• Two client workstations
• Tape drive, FAX cards, serial boards, etc.
• Hub or switch
• Cables

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Test Lab Server Setup Process

• Install server into test lab NDS tree
• Patch server to match production server
• Install applications on server
• Verify client connection to server
• Remove NDS from server
• Image the server
• Reinstall NDS on server

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Test LabTasks

• Build accelerated upgrade scripts
• Build checklist
• Test upgrade process using checklist
• Verify that the upgrade worked
• Modify and repeat as necessary

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Select the First NetWare 5.1 Server

• Must hold a replica of RootR/W or Master
• Will be the Certificate Authority
• Must not be a temporary server

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Starting the Upgrades

• Install the first NetWare 5.1 server
• Follow steps in NWDEPLOY.EXE
• Allow NDS to synchronize for a day

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Upgrade Pilot

• Choose low-profile servers
• Perform upgrades using scripts from lab
• Review results of pilot
• Revise process if necessary
• Finalize upgrade scripts

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Deploy Accelerated Upgrade Source Media

• Create and deploy CD-ROMs to remote sites
• Review upgrade process with upgrade staff
• Review personnel schedule
• Review upgrade schedule

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Post Upgrade Cleanup

• Install additional products with NWDEPLOY.EXE
• Certificate Server
• Storage Management Services (SMS)
• LDAP
• Portal
• Resolve any leftover problems
• Remove old DS files

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Review the Demo
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Common Pitfalls

• IP infrastructure not in place
• Failure to allow DS to synchronize
• Not cleaning up NDS problems
• Not enough free space on SYS volume
• Running RCONSOLE from the server you are
  upgrading
• Having applications that hold NDS open
• Failure to communicate plan to team members
• Have a human onsite at remote locations

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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 NDS
• Change server IP address

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Cool Tools

• Toolboxwww.support.novell.com
• JCMD.NLMwww.jrbsoftware.com
• MOUNTDOS.NLMwww.midnighttech.com
• CPQFMwww.novellshareware.com
• UltraEditwww.ultraedit.com
• Server Magicwww.powerquest.com
• Server Imageincluded with Server Magic

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References

• Success stories
• www.novell.com/consulting/
• NDS Health CheckTID 10012858
• In-place Upgrade Health CheckTID 10021958
• NetWare 5.1
• www.novell.com/documentation
• Other Installation Options

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