Installing or Upgrading NetWare Cluster Services

It is necessary to run the NetWare Cluster Services installation program when you

• Create a new cluster.
• Add new nodes to an existing cluster.
• Upgrade NetWare Cluster Services software in an existing cluster.

If you are running the NetWare Cluster Services installation program to create a new cluster, the program automatically

• Creates a new Cluster object in NDS.
• Installs NetWare Cluster Services software on the servers you specify to be part of your cluster.
• Updates the AUTOEXEC.NCF file on each of the servers in your cluster. Note changes to AUTOEXEC.NCF:

  NSS is replaced with NSS/AUTODEACTIVATE VOLUME=ALL

  NetWare Cluster Services automatically mounts cluster volumes on specified servers in the cluster. This command ensures that cluster volumes don't accidently get mounted on multiple servers in the cluster, which would cause data corruption.

After running the NetWare Cluster Services installation the first time to create a new cluster, you will need to run the NetWare Cluster Services installation again each time you want to add new servers to your cluster or upgrade NetWare Cluster Services software on an existing cluster.

NetWare Cluster Services Licensing

NetWare Cluster Services changes the licensing scheme currently provided with NetWare 5. The license changes performed by the NetWare Cluster Services installation depend on whether you have a Master License Agreement (MLA). Changes to NetWare 5 non-MLA licensing include:

• The server base licenses for each cluster server are deleted and are replaced with a server base license upgrade. This server base license upgrade works specifically with NetWare Cluster Services.

  The server base license upgrade is installed when you install NetWare Cluster Services and is placed in the same context as its Server object.

• All server connection licenses for each cluster server are deleted, and are all replaced with one or more Cluster User Access Licenses (CUAL). You need one or more CUALs to equal the number of connections for the server connection licenses that are deleted. The CUAL is an object in the NDS database and acts as a holding container for connections. This means that clients connecting to any cluster server can draw connections from the CUAL as needed, as long as there are still connections available.

  The CUAL is installed when you install NetWare Cluster Services and is by default placed in the same context as the Cluster object. In order for users to get connections to servers in the cluster, CUALs need to be accessible to User objects. This means individual CUALs need to be placed at or above the users context in the NDS tree so they are accessible.

• The Cluster Server License is a new license type and is required on every server you have in your cluster. The Cluster Server License allows a server to join a cluster.

  The Cluster Server License is installed on a server when you install NetWare Cluster Services on that server. The Cluster Server License object is created in the same context as the Cluster object.

In most cases, the Cluster Server License is the only license required by NetWare Cluster Services if an MLA license is present in the Directory tree. The NetWare Cluster Services installation will automatically detect whether an MLA exists in the Directory tree and if so, install only the Cluster Server License.

For more information on Novell Licensing Services go to Novell's documentation Web site.

Run the Installation Program

To launch the installation program, download the product from Novell's Web site or insert the NetWare Cluster Services CD and complete the following steps:

1. From the root of the NetWare Cluster Services CD or product download, launch Install.exe.

   Continue through the installation screens until you get to the screen that prompts you to create a new cluster, add new nodes to an existing cluster, or upgrade software in an existing cluster.

2. Select Create a New Cluster, Add New Nodes to Existing Cluster, or Upgrade Software in Existing Cluster, then click Next.

3. Do one of the following:

   • (If creating) Enter the name for the new Cluster object you are creating and specify the Directory tree and context where you want it created. Then click Next.
   • (If adding new nodes) Specify the Directory tree, context, and name of the cluster you will add servers to. If you don't know a cluster name, browse and select one from the list. Then click Next.
   • (If upgrading software) Specify the Directory tree, context, and name of the cluster in which software is to be upgraded. Then click Next and go to Step 6.

4. Enter the name of the server you want to add to the cluster, or browse and select one from the list, and then click Add to Cluster. Repeat this step for every server you want to add to the cluster. Then click Next.

   You can also remove servers you just added to the cluster by selecting them from the NetWare Servers in Cluster list and clicking Remove.

   When you add a server to a cluster, NetWare Cluster Services automatically detects the server's IP address. If the server you are adding has more than one IP address, you will be prompted to select the IP address you want NetWare Cluster Services to use.

5. (Conditional) If you are creating a new cluster, specify whether your cluster has a shared disk system and if so, select the drive where you want the small cluster partition created. Then click Next.

   NetWare Cluster Services requires a small cluster partition on the shared disk system. You are also given the option of mirroring the partition for greater fault tolerance.

   IMPORTANT:  You must have at least 10 MB of free space that is not part of an NSS partition on one of the shared disk drives to create the cluster partition. If no free space is available, the shared disk drives can't be used by NetWare Cluster Services.

6. Choose whether or not you want the servers you are upgrading or adding to your cluster to reboot after installation, then click Next.

   The installation program installs or upgrades NetWare Cluster Services software on the servers in your cluster. It does not automatically load the software on the servers in your cluster. Unless you have an immediate need to keep your cluster servers running, you should choose to have your servers reboot after the installation is complete. This will ensure that NetWare Cluster Services software properly loads on new or upgraded servers in your cluster.

   If you are upgrading software on an existing cluster, go to Step 8.

7. Specify the location of the license files and click Add, then click Next.

   License files are located on the license diskettes included in the NetWare Cluster Services product box. The Cluster Server License diskette contains two Cluster Server Licenses, two Server Base License Upgrades and one 10-user CUAL. Cluster Server licenses are the only licenses required for most MLA customers. Additional CUALs, Server Base License Upgrades, and Cluster Server Licenses can be obtained from your Novell Authorized Reseller.

   If you do not have a Master License Agreement, you will be prompted for an activation key for each node you add to a cluster. Obtaining activation keys will require you to provide the serial numbers for the licenses you are upgrading. Activation keys can be obtained at Novell's Web site.

   You are given the option of installing with or without licenses. If you choose to install without licenses, you will need to manually install the necessary licenses at a later date using NetWare Administrator. NetWare Cluster Services will not function without the proper licenses in place.

8. Continue through the final installation screen.

   • If you are creating a new cluster, the installation program will create a new cluster object in NDS and install NetWare Cluster Services software on the servers you specified to be part of your cluster.
   • If you are adding new nodes to an existing cluster, the installation program will install NetWare Cluster Services software on the servers you are adding to your cluster.
   • If you are upgrading NetWare Cluster Services software on an existing cluster, the installation program will upgrade cluster software on all servers in the cluster.