3.6 Upgrading Novell Cluster Services

This section covers three upgrade scenarios:

3.6.1 Upgrading Novell Cluster Services from NetWare 5.1 to NetWare 6.5

To upgrade NetWare 5.1 servers running Cluster Services to NetWare 6.5 servers running Cluster Services, you need to

  1. Run the Prepare Cluster for Upgrade program in the NetWare Deployment Manager on your NetWare 5.1 cluster servers.
  2. Upgrade your NetWare 5.1 servers to NetWare 6.5.
  3. Upgrade Cluster Services software on each server.
  4. Complete the cluster upgrade for each server by using the Cluster State View option in ConsoleOne®.

Preparing Cluster Servers for an Upgrade

If you are upgrading Novell Cluster Services from NetWare 5.1 to NetWare 6.5 and your cluster has shared storage, you must prepare your cluster servers before upgrading them to NetWare 6.5 and before upgrading Novell Cluster Services. This preparation is necessary to ensure existing shared-volume trustee assignments can be used after the upgrade.

NOTE:This is not necessary if you are upgrading from NetWare 6 to NetWare 6.5.

To prepare cluster servers for an upgrade, from a NetWare client run nwdeploy.exe from the root of the NetWare 6.5 Operating System CD to launch the NetWare Deployment Manager, then complete the following steps:

  1. In the NetWare Deployment Manager, open the Network Preparation Folder and then click Prepare Cluster for Upgrade>Prepare a Cluster.

  2. Continue through the screens until you get to the screen that prompts you to select an existing cluster to prepare for upgrade.

  3. Specify the cluster name, eDirectory tree, and context for the cluster you are preparing for upgrade.

  4. Choose whether you want the servers you are going to upgrade to go down after completing the preparation for upgrading cluster servers, then click Next to run the program for preparing cluster servers for upgrade.

    Bringing down all cluster servers before an upgrade ensures NSS volumes on shared storage (your SAN) are deactivated prior to upgrading to NetWare 6.5.

After you have completed the process for preparing cluster servers for an upgrade, continue with Upgrading NetWare 5.1 Servers to NetWare 6.5.

Upgrading NetWare 5.1 Servers to NetWare 6.5

To upgrade your NetWare 5.1 servers to NetWare 6.5, follow the instructions in Upgrading to OES NetWare in the NetWare 6.5 Overview and Installation Guide.

After upgrading your servers to NetWare 6.5 and rebooting them, continue with Upgrading Novell Cluster Services Software.

Upgrading Novell Cluster Services Software

The same installation program used to install Novell Cluster Services software is also used to upgrade it. To upgrade Novell Cluster Services software, follow the instructions in Running the Installation Program.

After upgrading cluster software, continue with Completing the Cluster Upgrade.

Completing the Cluster Upgrade

Complete the cluster upgrade by using the Cluster View option in ConsoleOne. This automatically edits cluster load and unload scripts to remove upgrade-specific commands that were added during the cluster upgrade. It also automatically renames NSS Pool objects that were created during the upgrade and modifies them to reference virtual server objects intead of physical server objects.

  1. Start ConsoleOne and authenticate to the eDirectory tree where the Cluster object resides.

  2. Browse and select the Cluster object for the cluster you just upgraded.

  3. Go to the Cluster State View by clicking View > Cluster State from the menu at the top of the screen.

    The cluster upgrade process will automatically complete when you open the Cluster State View.

3.6.2 Upgrading Novell Cluster Services from NetWare 6 to NetWare 6.5

To upgrade NetWare 6 servers running Cluster Services to NetWare 6.5 servers running Cluster Services you need to

  1. Install NetWare 6.5 Cluster Server Licenses on your NetWare 6 cluster servers using iManager prior to upgrading them to NetWare 6.5.

    Since licenses for a two-node cluster are included with NetWare 6 and with NetWare 6.5, this is only necessary if you are upgrading a three-node or larger cluster. Additional Cluster Server Licenses can be obtained from Novell or from your Novell Authorized Reseller.

  2. Upgrade your NetWare 6 servers to NetWare 6.5. To do this, follow the instructions in Upgrading to OES NetWare in the NetWare 6.5 Overview and Installation Guide.

    The latest Cluster Services files are automatically copied to each server during the server upgrade process. When each server reboots after being upgraded, new Cluster Services software will automatically load.

3.6.3 Performing a Rolling Cluster Upgrade from NetWare 6 to NetWare 6.5

Performing a rolling upgrade from NetWare 6 to NetWare 6.5 lets you keep your cluster up and running and lets your users continue to access the network while the upgrade is being performed.

During a rolling cluster upgrade, one server is upgraded to NetWare 6.5 while the other servers in the cluster continue running NetWare 6. Then another server is upgraded to NetWare 6.5, and then another, until all servers in the cluster have been upgraded to NetWare 6.5.

When the last server in the cluster has been upgraded (all the servers in the cluster are running NetWare 6.5) each cluster-enabled pool resource (or any resource on shared storage) is temporarily put into a new resource state called upgrade, and the following process occurs automatically:

  1. All cluster resources on shared pools are temporarily brought offline.
  2. Media Manager software is called to upgrade disk media on one server. Disk media is then refreshed on all remaining servers in the cluster.
  3. All cluster resources on shared storage are moved back to their original nodes.
  4. The load scripts for each cluster resource run and each cluster resource is brought online.

The amount of time users lose access to cluster resources is minimal because the process described above happens very quickly.

To perform a rolling cluster upgrade from NetWare 6 to NetWare 6.5

  1. Install NetWare 6.5 Cluster Server Licenses on your NetWare 6 cluster servers using iManager prior to upgrading them to NetWare 6.5.

    Since licenses for a two-node cluster are included with NetWare 6 and with NetWare 6.5, this is only necessary if you are upgrading a three-node or larger cluster. Additional Cluster Server Licenses can be obtained from Novell or from your Novell Authorized Reseller.

  2. Upgrade one NetWare 6 server in the cluster to NetWare 6.5 by following the instructions in Upgrading to OES NetWare in the NetWare 6.5 Overview and Installation Guide.

    The latest Cluster Services files are automatically copied to the server during the upgrade process. When the server reboots after being upgraded, new Cluster Services software will automatically load.

    Cluster pools, volumes, and resources fail over from the server being upgraded to other servers in the cluster. After a cluster server is upgraded and brought back online, the pools, volumes, and resources that failed over to other servers during the upgrade process fail back to the upgraded server.

  3. Upgrade another server in the cluster to NetWare 6.5, and continue this process until all servers in the cluster have been upgraded to NetWare 6.5

    After a cluster server has been upgraded, you do not need to immediately upgrade another cluster server. The rolling upgrade process allows both NetWare 6 and NetWare 6.5 cluster servers to coexist in the same cluster.