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OES2 SP1 Migration Utility



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October 2, 2009 12:44 pm

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Migration Scenario:

Transfer all data and services from NetWare server to OES2 SP1 server. This includes the Identity transfer.

Pre-requisites:

OES2 SP1 server must be installed with a temporary name into the same eDirectory context as the source server. It must also be installed with the pattern option of: Pre-Migration Server. Lastly, you must install the services on the OES2 SP1 server that you wish to transfer. In other words, if the source NetWare server has iManager, NSS, iPrint, and DHCP on it, you must install iManager, NSS, iPrint, and DHCP onto the OES2 SP1 server as well. Failure to do this will mean that you cannot migrate those services over. Please note that services only refers to what ships with NetWare/OES2 itself. It does not mean services such as ZENworks, GroupWise, McAfee, IDM, etc. Those are items that are installed independently and AFTER you finish the migration.

Once the OES2 SP1 server is installed and up and running (this includes patching), we must do some more preparation work.

  1. Ensure that time is in sync
  2. You must install and partially configure the services on OES2 SP1. Each service will be documented. iManager is configured by the very fact that it was installed. Only additional items to configure would be DHCP and NSS.

Configure NSS

To configure NSS, you must add devices to the physical server first. This means carving out LUNs. On a standalone server, we currently have one LUN for all volumes (NetWare). On the Cluster servers, each volume is a LUN. On the Xiotech SAN, one LUN should be made for each volume because we can easily expand the LUN.

Just make sure on the standalone servers to create a boot LUN, and one or more LUNs for NSS.

Use the appropriate utility for creating the LUN. It is strongly recommended that you do not create multiple LUNs of the same size because it makes it difficult to figure out which LUN is to be used for what. If you do need identical LUNs, create the LUN one at a time, then create the NSS volume/pool on it, and then create the second LUN, etc. That way there’s no confusion.

Do not partition the LUN. Ensure that the OES2 server sees the LUN. You can verify by running the Yast -> Partitioner.

Once you’ve verified that the system can see the LUN (may require a reboot), you can then use iManager to create the NSS pools/partitions in preparation for migration.

We are going to create pools with the SAME NAME and equal or greater size for migration.

Login to iManager for the OES2 SP1 server you are going to migrate to.

Access the Storage menu on the left-hand side

Select Devices, and then use the magnifying glass to select the OES2 server you are working on and wait for it to retrieve the system information.

Select the appropriate device from the list (in this case, I am selecting “sdb”). You’ll notice that the Initialize button is now selectable. Double-check the Capacity to make sure you have selected the proper LUN. Please use this with caution. If you initialize the wrong disk, you will permanently erase all the data on it.

Now click Initialize Disk.

Heed the warning and click OK if you’re sure it’s the right one.

After a few seconds you should see that other items have changed:

Now, access the Volumes menu on the left-hand side.

Click New

Enter the name. Remember to make the name EXACTLY the same as the old volume.

Click New Pool.

Name the pool the same name as the volume and click Next.

Now you can check the box to assign the volume to the pool you just created. Note, that in this case, we are letting the volume grow to the size of the pool. The Pool, by default, will be the same size as the LUN itself. Check the box.

Notice that it automatically fills in the space to equal the free space. This is ok. Now click Finish

Check the box for the pool and click Next (this is assigning the volume to the pool) A quota of zero means that it can use all the space.

This is important. The rule for attributes is as follows:

For regular non-SYS volumes, we choose Backup, Compression, Directory Quotas, Salvage. Make sure to check the box “Allow Mount Point to be Renamed”.

Change: We are not going to enable Compression on any volumes. NetBackup doesn’t work with it (it will decompress them anyway)

For GroupWise volumes, choose: Backup only. Do NOT choose Salvage or Compression. Also make sure to check the “Allow Mount Point to be Renamed” box.

Then click Finish.

And wait.

Voila, the volume is created and mounted.

Proceed for each volume you need to migrate.

We do NOT migrate SYS Volumes!!!!!!

Configure iPrint

According to the product documentation, iPrint must be installed and setup on the Target server, and a Driver Store configured. (Page 198 of the OES2 SP1 Migration Tool Admin Guide).

Login to iManager and create a driver store. The name should not be a TEMPORARY name, but a new permanent one.

Click OK.

Click OK again.

Now we need to create a new Manager.

Use iManager to create a print manager. Again, the name is a new, permanent name. MUST USE DNS NAME!!!!

Click OK.

Click OK.

Check the box “Allow the hostname . . .” and then click OK.

You will be taken back to the original Create Print Manager screen as shown:

Click OK once more.

Migration Phase

  • If you do not have your DNS entries ahead of time, then edit the /etc/hosts files on both NetWare and OES2 SP1 to include the entries for each other. In other words, the NetWare server needs to have an entry pointing to the OES2 server and the OES2 server needs to have an entry pointing to the NetWare server.
  • Ensure that time is in sync and that directory synchronization is current with no errors.
  • Run a pkidiag and ensure the SSL certs are all working on the SOURCE.
  • Lastly, stop/unload all services on NetWare (ie, stop GroupWise if you’re migrating a groupwise volume, etc.) DO NOT UNLOAD iPrint! DO NOT UNLOAD TSAFS.
  • Make sure to stop/unload any and all AV scanners as well as Backup software!!!!—but not the TSAFS.NLM
  • Make sure you have a valid backup image or disrepair –RC that’s been safely copied somewhere.
  • Verify smdr and tsafs loaded okay. /opt/novell/sms/bin/smsconfig –t (to list if tsa is running) and /etc/init.d/novell-smdrd status (to see if sms is running)

Start the Migration Utility:

Computer -> More Applications -> Novell Migration Tools.

Click New Project. I change the name to match the server (ie: test01). And click OK.

Click Yes (note the location of the file as I think the logs are put there too).

Click the Source server icon:

Fill in the information. You should really use the IP address of the source server. Make sure you use cn=admin,o=abc. The root password is the root password of the OES2 server you’re migrating the data to. You can uncheck the “use SSL” box if you so desire. Click OK.

Click the Target Server icon and fill out the information. Again, make sure you use: cn=admin,o=dec Enter the appropriate passwords and click OK. You can optionally disable the “Use SSL” checkbox.

Notice how both servers are green. Click the Migration Type pulldown and select Transfer ID.

Click the Add button

The list of services that displays varies depending upon what was installed on the SOURCE server and what’s installed on the TARGET server. For example, if you forgot to install iPrint on the Target server, then you would not see that as a service. Further, there may be services on the NetWare side that you don’t wish to migrate, such as Novell FTP or Novell NTP.

In this case, we’re going to migrate File System and Novell iPrint. There’s really no need to migrate Novell NTP because the server should already be setup for NTP. For regional servers, my guess is that we would migrate DHCP as well.

Click ONE service (in this case, File System) and click OK.

Click Add again and select the next service and click OK. Keep repeating until all the services you wish to migrate are selected.

We have two services selected now, but they are Not Configured. Click One (File System) and then you can click the Configure button. Each service MUST be configured in order to migrate it.

File System Migration

You’re presented with a screen similar to the SCMT. Left-hand side shows the NetWare volumes available. Right-hand side shows where you can transfer the data to. Remember, we are NOT migrating SYS volumes. In this case, I will transfer the APPS1 to APPS1 and GW to GW.

I dragged the APPS1 from the left-hand side to the NSS volumes -> Apps1 on the right-hand side. The menu comes up and asks what I wish to do. I wish to use the first option. Click OK.

I do the same thing for each volume I wish to migrate (GW in this case). Click OK.

On an initial migration, I don’t bother to change the File Options.

Click OK again.

Notice that File System has gone to the Ready State.

Now we configure iPrint.

iPrint Migration (Standalone server only)

Novell suggests that you use name resolution for your printers BEFORE you migrate.

Assuming you have done this ahead of time, you must then temporarily point the DNS name to the primary IP of the NetWare server.

Then edit the sys:\etc\hosts file and add a line so that the name of the manager resolves to the PRIMARY IP of the NetWare server.

Restart the server

Failure to do these steps, will result in an error message from the migration utility that “An Active Manager is not found”.

Select the Source and Target Print Managers.

Click the “browse” icon next to the Source Printer Manager:

Browse to where the SOURCE print manager is, and select it and click OK.

You can now click the browse button for the Target Print Manager.

Now click Get Printers

By default, it will show all the printers that are on the SOURCE Manager.

Now check the Select All (if you wish to migrate all the printers). Otherwise, check the ones you want to migrate.

We are leaving the context the same. Click the Options tab.

Select the TARGET Driver Store (this is what it’s called now, instead of the Broker).

We will overwrite the drivers and profiles on the TARGET (there shouldn’t be any profiles on the target anyway).

Click OK.

Notice that the services show Ready now.

We can now click the Start button on the top of the screen.

You will be prompted to save the project. Click Yes.

Click Yes.

For iPrint, you’ll get a “Precheck” status that may take a few minutes. Then it will progress to a “psminfo.xml build phase”.

If you wait long enough and then click the line that says: File System,– then you’ll get more feedback:

Notce that it will show it’s actually migrating. But you still don’t get info as to what file it’s on, etc. This may take a while.

The file system migration uses the TSAFS to migrate from server to server.

After a while you’ll get some sort of idea where the progress is:

For iPrint only, you would hopefully see this:

After completion we had some errors. For the FILE SYSTEM, the errors were due to the NDPSM.DAT files being open (this is normal). However, it’s strongly suggested to review the logs to see which files exactly did not migrate over.

You can click the View Logs button to see the log files.

You can see the lines that say “ERROR” and see which files/items failed to migrate and why.

If you need to re-migrate files you can select the File System line and then click the Sync button). If it’s just a few files, you can also manually copy them over (remember you may lose trustees if you do so). Unload the NDPSM and BROKER from the SOURCE NetWare Server.

In our case, everything went over okay (that we needed/wanted). So we will proceed with the Identity Transfer

Identity Transfer

This is the most crucial and critical phase. It is very important that you follow the steps correctly.

  1. Ensure that time is in sync. From the DS Master server, (if it’s NetWare), do a DSREPAIR –A and run a timesync check. You should get all “Yes” responses. Do not proceed if you do not get all “Yes”.
  2. Ensure that eDirectory is synchronized. From the same DSREPAIR screen (again, if NetWare), run a Check Synchronization status. You should get ZERO errors. Do not proceed if you get errors
  3. On the SOURCE NetWare Server, ensure that the SSL Certificates are correct and good. Load PKIDIAG and login as .admin.abc
  4. Choose option 4 (press the “4” key, so that it toggles the setting). Then choose (press) the “0” key to run the repair. Ensure you get 0 problems found:
  5. Ensure you have a valid backup of the DS file (DSREPAIR –RC). Copy it to your PC.
  6. Ensure that the hosts file on both SOURCE and TARGET servers point to each other.
  7. Start the Identity Transfer:
  8. Heed the warning and click Yes.

    Click Next (the dots on the left-hand side will turn colors depending on what stage it’s at and whether it’s successful or not ).

    The Log Messages window will populate. Notice the checkbox on the left-hand side. DO NOT proceed unless you have a GREEN checkbox.

    Click Next.

    The Preparation can take a few minutes. It will have a blinking light until it’s finished.

    We have success, so click Next.

    This informs you that yet another backup of the DS Database is taken and WHERE it’s located at. Remember this. Click OK.

    WAIT. It can take a little while to transfer the DS Databases over. Usually less than 5 minutes.

    The scrollbar for the Log Messages can be scrolled to see where the process is at. When it’s finished, it will auto-scroll to the end.

    We finished successfully with the DIB Copy, so click Next.

    You must DOWN the SOURCE NetWare server (it has to be at the DOS Prompt or shut off entirely). DO NOT CLICK OK until you have done that.

    At this point, you will NOT be able to boot the SOURCE Server and have it reachable. DS has been transferred and locked on the SOURCE Server.

    Once the server is shutdown and/or powered off, click OK.

    The Migration Utility will now ping the SOURCE Server IP address and if it gets no response, you will be allowed to continue. If you forgot to shut it down, it will give you an error.

    Now click Next. This will restore the transferred DS Database to the TARGET OES2 server.

    Wait. It can take some time (again, usually less than 5 minutes).

    Finished successfully. Click Next.

    No, we are NOT doing any of the upgrades via SSH. We will either physically be at the server, or via ILO. Neither of which are SSH. So you can click OK.

    The sub-checkboxes will slowly all be checked green, at which point, the “master” item will become a green checkbox. (hopefully).

    All done. Click Next.

    The hostname changes goes really fast. Now click Next.

    The next step can take a few minutes as well. (less than 5 minutes).

    Click Next.

    The next step can take a few minutes again.

    Wait for it to go through and finish all the sub-services.

    Each step may take several minutes (usually eDir and Certificate take the longest).

    When finished, the last item – Restart Server will not be green. The Cancel button will change to “Close”. You must click Close and save the project. Exit the Migration Utility.

    For iPrint, modify the: /etc/opt/novell/iprint/conf/ipsmd.conf file

    Change the PSMHostAddress line so that it is the DNS name of the OES2 iPrint Manager.

    Example:

    Then you must MANUALLY restart the OES2 server.

    At this point the Migration Utility and ID Transfer are complete, but you may have more work to do depending on what you migrated.

Post-Migration Steps

For iPrint, there’s some post-migration steps.

  1. Printers not coming up after Transfer ID migration

    Explanation: You migrate printers by using Transfer ID option, but printers are not coming up.

    Possible Cause: Printers are not being asociated with the Drivers after an ID swap (Transfer ID).

    Action: Use the following procedure:

    1. Run the /opt/novell/bin/iprintman psm –xml-import /tmp/psmimport_idswap.xml -s <Server IP Address> -u admin -f –accept-cert command on the OES 2 Linux console.
    2. Enter the admin password.

      Where the <Server IP Address> is equal to what the OES2 SP1 Linux server CURRENTLY has, after the migration.

  2. Edit the /etc/opt/novell/iprint/conf/ipsmd.conf file again (the script changes it to be the old NetWare name). Change the PSMHostAddress line so that it’s the DNS name of the OES2 SP1 iPrint Manager entry.
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