26.1 Novell iFolder Upgrade, Migration, and Coexistence

This section familiarizes you with the migration and upgrade capabilities of iFolder 3.9. It also discusses using the Novell Migration Tool to introduce the iFolder 3.9 services into an existing network environment without disrupting existing Novell iFolder 2.x and iFolder 3.x services.

One of the top priorities in designing Novell iFolder 3.7 and later was to ensure that new iFolder services running on Micro Focus Open Enterprise Server (OES) 2 or later can bridge the gap between the Novell iFolder 2.x services and the iFolder 3.2 services that are currently running on OES.

Migration: In this section, migration means the process of moving Novell iFolder 3.2 data running on OES and iFolder 2.x on OES or on Netware to Novell iFolder 3.9.1 running on the OES 2015 SP1 platform.

Upgrade: Upgrade means the process of changing to a new version of iFolder on the same platform, such as from iFolder 3.6 on OES 2 to Novell iFolder 3.9.1 running on OES 2015 SP1.

26.1.1 Migrating iFolder 2.x

You can move iFolders and user data from an iFolder 2.x domain to iFolder 3.9. In the following sections, the iFolder 2.x server is referred to as the source server and the iFolder 3.9 server as the target server.

IMPORTANT:You cannot migrate encrypted iFolders. Use the client-side migration wizard to migrate the encrypted iFolders. For more information on the client-side migration, see Novell iFolder Migration And Upgrade in the Novell iFolder 3.9 Cross-Platform User Guide.

Server Migration

This section helps you understand the server migration, its prerequisites, and the migration process.

Prerequisites

Before proceeding to migrate, meet the following prerequisites:

  • You must perform the File System Migration for the source data path.

    For more information, see Section 17.4, Migrating File System Using GUI.

  • Ensure that the iFolder 3.9 servers, the iFolder 3.9 Web Access server, and the eDirectory services are up and running.

    The iFolder 3.9 Web Access server and the Web Admin server should be running on the target server.

  • Ensure that the user objects are available in eDirectory and are accessible from the target server.

Planning

  • Novell iFolder Server: Novell iFolder 3.9 has the capacity to manage 1000 connected users simultaneously on a single server. This can vary based on the server hardware and network capabilities. If there are more than 1000 users, you can use a multi-server setup. For details, see Deploying iFolder Server in the Novell iFolder 3.9 Administration Guide.

  • Web Access Server: The Novell iFolder 3.9 Web Access console for end users must run on the target server.

  • Web Admin Server: The Novell iFolder 3.9 Web Admin console for end users must run on the target server. You must ensure that the policies for disk quota, iFolder limit, and file filter are set at the system level, because these policies affect the storage availability on the server. For details on policies, see Configuring System Policies in the Novell iFolder 3.9 Administration Guide.

  • Multi-Server Setup: If you have a predefined choice of servers for a set of users or LDAP Groups, you must provision them, and set the policies by using the iFolder 3.9 Web Admin console. If the users are not provisioned and no policies are set, the iFolder 3.9 server uses the round-robin provisioning method to provision the users. Novell iFolder 3.9 has its own LDAP attribute for provisioning users and it does not use the iFolder 2.x LDAP attribute for provisioning. You can use the iFolder 3.9 LDAP attribute for selective provisioning and use the Web Admin console for manual provisioning of users/groups.

Migration Scenarios

The following scenarios are supported for migrating Novell iFolder Services:

For general explanation of the scenarios supported in OES, see Migration Scenarios.

  • Transfer ID: In this scenario, the target server is installed into the same eDirectory tree as the source server, with a temporary hostname and IP address.The iFolder 2.x data is copied to the target machine to perform the basic operations, while the original copy is operational in the source machine until the move completes. When the move completes, the source and target servers swap and all the iFolder 2.x data on the source server is available on the target server. The target server functions with the same credentials (such as IP address and hostname) as the source server and the source server node is no longer available in the eDirectory tree.

    IMPORTANT:In a Netware to OES 2015 SP1 Transfer ID scenario, ensure that the target server is installed in the same context as the source server.

  • Migrate: In this scenario, you can copy the iFolder data from any number of existing source servers to a target server. The source server must be running a supported NetWare or OES version. The target server must be running on OES 2015 SP1 on 64-bit hardware.

In the Transfer ID scenario, only the Same Tree migration is applicable. In the Migrate scenario, both Same Tree and Different Tree migration are possible.

  • Same Tree: In the Same Tree migration, the source and target server are on the same eDirectory tree. The source server must be running a supported NetWare or OES version. The target server must be running on OES 2015 SP1 on 64-bit hardware.

  • Different Tree: In the Different Tree migration, the source server and the target server are on different eDirectory trees. The source server must be running a supported NetWare or OES version. The target server must be running OES 2015 SP1 on 64-bit hardware.

iFolder Migration Procedure

This section helps you understand the server migration processes.

Using the Migration Tool GUI

  1. Install, configure, and run iFolder 3.9 on the target server.

  2. Open the Migration Tool GUI.

    Desktop: Select Computer > More Applications > System > Novell Migration Tools.

    Terminal: Log in as the root user and at a terminal prompt, enter miggui

  3. Authenticate to the source and target servers. All the associated services are listed in the Services panel.

  4. Select Novell iFolder, then click Configure. The iFolder configuration window displays as follows.

    IMPORTANT:Ensure that you migrate the iFolder 2.x file system data by using the file system migration tools. For more information, refer to Section 17.4, Migrating File System Using GUI.

    The default data path for iFolder 2.x is /var/opt/novell/<ifolderdata> for OES. For NetWare, the data path is configurable.

  5. Fill in the following fields:

    Parameter

    Description

    2.x Migration

    Select this option if you want to migrate the iFolder 2.x application to iFolder 3.9 on OES 2015 SP1.

    iFolder Data Path: Specify the path where the iFolder 2.x system data is migrated to on the target server. This is the location on the iFolder target server where iFolder application files and the users' iFolders and files are migrated to. The path is case-sensitive.

    iFolder 3.9 Admin Name

    Specify the username of the iFolder 3.9 administrator.

    iFolder 3.9 Admin Password

    Specify the iFolder 3.9 admin password.

    Partial Migration

    Select this option if you want to perform a partial migration that allows you to migrate a selected set of users to an iFolder 3.9 domain. You can perform partial migration either by using a user list file or by browsing and selecting users from an eDirectory tree.

    User List File: Specify the location of the user list file. This file is a text file that contains the list of user DNs for all the users selected for migration. Ensure that each user DN starts in a new line.

    Select LDAP Users: Browse the eDirectory tree and select the users for migration.

  6. Click OK to configure iFolder for migration.

  7. In the main window, you can either configure other services, or click Migrate to start the migration process.

The Migration Tool takes care of the order in which each service migrates. Therefore, iFolder migration initiates only after file system migration completes.

Using Command Line Utilities

To run the Novell iFolder migration utility through the command line, run /opt/novell/migration/sbin/migif2 --option value with the following details:

Table 26-1 Command Line Options

Option

Description

--precheck

(Optional) Checks whether migration is possible with the given parameters.

--2xdatapath

Specifies the path where the iFolder system data is stored. This is the location where the iFolder source server stores iFolder application files and the users' iFolders and files. The path is case sensitive.

--serveripaddress

Specifies the IP address of the iFolder 3.9 server.

--adminname

Specifies the username of the iFolder 3.9 administrator.

--password

Specifies the password for the iFolder 3.9 administrator.

--workarea

(Optional) Specifies the location for the temporary migration files.

--userlist

(Optional) Specifies a text file that contains the list of users for migration. If you don’t specify this, a complete migration is performed.

--sync

(Optional) Performs the sync operation during migration for any changes made on the source server.

Multi-Server Migration

To migrate user data to the master server, all the iFolder 3.9 servers must be up and running. The master server automatically provisions the home servers for each migrated user. Depending upon the user provisioning priority you have set, each user is provisioned in the appropriate iFolder 3.9 server. If you want to move each user from a single iFolder 2.x server to different iFolder 3.9 servers or from many iFolder 2.x servers to a single iFolder 3.9 server, you must set the provisioning with the iFolder 3.9 Web Admin console. By default, the round-robin provisioning method is used. For more information on using the Web Admin console, refer to the following sections in the Novell iFolder 3.9 Administration Guide.

  • Managing iFolder Services via Web Admin

  • Managing iFolders

  • Managing iFolder Users

What to Expect

  • The iFolder 2.x user data format is converted to that of iFolder 3.9. The flat directory structure of the 2.x data is changed to the hierarchical structure of iFolder 3.9 client.

    NOTE:The 2.x configuration is not migrated.

  • The 2.x encrypted iFolders are not migrated. This is because the passphrase for each user is not known to the administrator. Each user is expected to do a client-side migration.

  • If the user list is provided, only those users specified in the user list are migrated.

  • In the Transfer ID scenario, iFolder 3.9 updates the configuration files with the new server IP address after the migration is completed.

Verifying the Migration

You can find the migration logs at /var/opt/novell/log/ifolder/checkpoint.log. The checkpoint.log contains the status of the iFolder 2.x migration.

Post-Migration Procedures

Post-migration configuration: No additional configuration is required because only data is migrated and no policies are migrated from iFolder 2.x to iFolder 3.9. You must set the policies again for each user by using the Web Admin console, because the iFolder 2.x policies are not compatible with iFolder 3.9.

For more information on using the Web Admin console, refer to the following chapters in the Novell iFolder 3.9 Administration Guide.

  • Managing iFolder Services via Web Admin

  • Managing iFolders

  • Managing iFolder Users

Merge: Users can have a local copy of the 2.x iFolders that are already migrated to the server. When they connect the iFolder 3.9 client to the iFolder 3.9 server, the migrated iFolders are also available for download. Instead of downloading them and having a different copy on the same machine, they can simply merge the iFolders on the local machine to the migrated iFolders on the server. This also reduces the data transfer traffic and effort. For details on the merge functionality provided in the client, see Merging iFolders in the Novell iFolder 3.9 Administration Guide.

Client Migration

There is an automatic client-side migration from Novell iFolder 2.x to iFolder 3.9. The Migration Wizard provided for the user in the iFolder 3.9 client migrates the existing 2.x iFolder data to the iFolder 3.9 domain. The Migration Wizard appears soon after the installation of iFolder 3.9 client, and displays a message about the existence of previous version data and a request for a migration. This Wizard is also available on the Preferences menu so that it can be invoked at any time after installation.

IMPORTANT:The Novell iFolder 2.x client and the iFolder 3.9 client can run independently and concurrently on the same user machine. They are separate applications and should not be installed in the same directory. However, if you migrate the 2.x data to 3.9, you must remove the 2.x client when the client-side migration is complete.

Preparing for Migration

  • The user must have both an iFolder 2.x account and a corresponding iFolder 3.9 account.

  • The user must use only the Migration Wizard available in the iFolder client to migrate an existing 2.x iFolder to a 3.9 iFolder. The user should not perform iFolder 2.x to 3.9 conversion by any other means, such as using iFolder shell integration (Windows Explorer or Nautilus) or the iFolder 3.9 client upload mechanism from the thick client.

  • If the user selects to make a copy of the iFolder 2.x data and move it to the iFolder 3.9 domain, ensure that you allocate sufficient space (at least 10 MB larger than the size of the iFolder 2.x data) on the hard disk (user’s Home directory for Linux and user’s Application Data directory for Windows) before performing migration. The additional space is used to store the iFolder database.

    In this case, the user must log out of the 2.x client before performing the migration to avoid synchronization issues and related possible data corruption.

  • If the user selects to migrate the iFolder and disconnect it from 2.x domain, the folder is not accessible through the 2.x account after the migration, because it is completely moved to the 3.9 domain and 2.x registry entries are removed in the client. It is possible that the same 2.x iFolder is available on another user desktop. If so, make sure that it is manually removed to avoid data inconsistency, because it is not under the control of iFolder 3.9 domain.

26.1.2 Migrating iFolder 3.2

You can move iFolders and the user data from an iFolder 3.2 domain to an iFolder 3.9 domain. In the following sections, the iFolder 3.2 server is referred to as the source server and the iFolder 3.9 server as the target server.

Prerequisites

Before proceeding to migrate, see Prerequisites.

Planning

  • Novell iFolder Server: Novell iFolder 3.9 has the capacity to manage 1000 connected users simultaneously in a single server. This can vary based on the server hardware and network capabilities. If there are more than 1000 users, you can use a multi-server setup. For details, see Deploying iFolder Server in the Novell iFolder 3.9 Administration Guide.

  • Web Access Server: The Novell iFolder 3.9 Web Access console for end users is running on the target server.

  • Web Admin Server: The Novell iFolder 3.9 Web Admin console is running on the target server. You must ensure that the policies for disk quota, iFolder limit, and file filter are set at system level, because these policies affect the storage availability in the server. For details on policies, see Configuring System Policies in the Novell iFolder 3.9 Administration Guide.

  • Multi-Server Setup: If you have a predefined choice of servers for a set of users or LDAP Groups, you must provision them, and set the policies by using the iFolder 3.9 Web Admin console. If the users are not provisioned and no policies are set, the iFolder 3.9 server uses the round-robin provisioning method to provision the users. Novell iFolder 3.9 has its own LDAP attribute for provisioning users and it does not use the iFolder 3.x LDAP attribute for provisioning. You can use iFolder 3.9 LDAP attribute for selective provisioning and use the Web Admin console for manual provisioning of users and groups.

Migration Scenarios

The following scenarios are supported for migrating Novell iFolder Services:

For a general explanation of the scenarios supported in OES 2015 SP1, see Migration Scenarios.

  • Transfer ID: In this scenario, the target server is installed into the same eDirectory tree as the Source server, with a temporary hostname and IP address.The iFolder 3.2 data is copied to the target machine to perform the basic operations, while the original copy is operational in the source machine until the move completes and all of the iFolder 3.2 data on the source server is available on the target server. The target server functions with the same credentials (such as IP address and hostname) as the source server and the source server node is no longer available in the eDirectory tree.

  • Migrate: In this scenario, you can copy the iFolder data from any number of existing source servers to a target server. The source server must be running supported OES versions. The target server must be running on OES 2015 SP1 on 64-bit hardware.

In the Transfer ID scenario, only the Same Tree migration is applicable. In the Migrate scenario, both the Same Tree and Different Tree migration are possible.

  • Same Tree: In this scenario, the source server and target server are on the same eDirectory tree. The source server must be running supported OES versions. The target server must be running on OES 2015 SP1.

  • Different Tree: In this scenario, the source server and the target server are on different eDirectory trees. The source server must be running supported OES versions. The target server must be running on OES 2015 SP1.

iFolder Migration Process

You can perform the migration through either the Migration Tool GUI or through the command line.

Using the Migration Tool GUI

  1. Install, configure, and run iFolder 3.9 on the target server.

  2. Copy the simias.config file from the source server to the location /var/lib/wwwrun/.local/share/simias in the target server.

  3. Open the Migration Tool GUI.

    Desktop: Select Computer > More Applications > System > Novell Migration Tools.

    Terminal: Log in as the root user and at a terminal prompt, enter miggui

  4. Authenticate to the source and target servers. All the associated services are listed in the Services panel.

  5. You must configure the file system before configuring the iFolder 3.2 service. To configure NSS or NCP volumes, select File System, then click Configure. For any other file system, perform migration using Command Line Utilities. For more information on configuring file system, refer to Migrating File System Using Command Line Utilities

  6. Select Novell iFolder, then click Configure. The iFolder configuration window displays as follows.

    IMPORTANT:Ensure that you migrate the iFolder 3.2 file system data by using the file system migration tools. For more information, refer to Section 17.4, Migrating File System Using GUI.

    The default data path for iFolder is /var/lib/wwwrun/simias for Linux.

  7. Fill in the following fields:

    Parameter

    Description

    3.2 Migration

    Select this option if you want to migrate the iFolder 3.2 application to iFolder 3.9 on OES.

    iFolder 3.2 Data Path: Specify the path where the iFolder 3.2 system data is migrated to on the target server. This is the location on the iFolder target server to which iFolder application files and the users' iFolders and files are migrated. The path is case-sensitive.

    iFolder 3.2 Admin Name

    Specify the username of the iFolder 3.2 administrator. This is the fully distinguished name of the iFolder admin user. For example: cn=admin,o=acme.

    iFolder 3.2 Admin Password

    Specify the iFolder 3.2 admin password.

    iFolder 3.9 Admin Name

    Specify the username of the iFolder 3.9 administrator. For example: admin.

    iFolder 3.9 Admin Password

    Specify the iFolder 3.9 admin password.

    Partial Migration

    Select this option if you want to perform a partial migration, which allows you to select a set of users and migrate them to an iFolder 3.9 domain.

    User List File: Specify the location of the user list file. This file is a text file that contains the list of user DNs for all the users selected for migration. Ensure that each user DN starts in a new line.

    Select LDAP Users: Browse the eDirectory tree and select the users for migration.

  8. Click OK to configure iFolder for migration.

  9. In the main window, you can either configure other services, or click Migrate to start the migration process.

The Migration Tool takes care of the order in which each service migrates. Therefore, the iFolder migration initiates only after file system migration is completed.

Using Command Line Utilities

To run the Novell iFolder migration utility through command line, run /opt/novell/migration/sbin/migif3 --option=value with the following details:

Option

Description

--precheck

(Optional) Checks whether migration is possible with the given parameters.

--oldadminname

Specifies the username of the iFolder 3.2 administrator.

--newadminname

Specifies the username of the iFolder 3.9 administrator.

--oldadminpassword

Specifies the iFolder 3.2 admin password.

--previousserverurl

Specifies the IP address of the iFolder 3.2 server.

--newserverurl

Specifies the IP address of the iFolder 3.9 server.

--workarea

(Optional) Specifies the location for the temporary migration files.

--userlist

(Optional) Specifies a text file that contains the list of users for migration. If you don’t specify this, a complete migration is performed.

--sync

(Optional) Performs the sync operation during migration for any changes made on the source server.

What to Expect

  • The user data (iFolders) is migrated.

  • If the user list is provided, only those users specified in the user list are migrated.

  • In the Transfer ID scenario, the iFolder 3.9 updates the configuration files with the new server IP address after the migration is completed.

26.1.3 Upgrading iFolder 3.x

You can upgrade iFolder 3.x on supported OES version to iFolder 3.9 on OES 2015 SP1. This is a single-server scenario, where the source and target servers reside on the same machine.

Server Upgrade

Ensure that the server-side data is backed up before you perform the upgrade.

You must use the YaST-based Novell iFolder configuration for the in-place upgrade. A YaST upgrade of OES to OES 2015 SP1 upgrades the configuration values of the iFolder enterprise server from the 3.x iFolder server to the 3.9 iFolder server.

For details on YaST-based configuration, see Deploying iFolder Server in the Novell iFolder 3.9.2 Administration Guide.

  1. Install OES by using YaST.

  2. Select Use Following Configuration and click Novell iFolder to change the default configuration settings for iFolder.

    or

    If you decide to use default settings, click Next to start Novell iFolder 3 configuration.

    For security reasons, it is recommended that you always change the default iFolder configuration settings.

  3. Follow the YaST on-screen instructions to proceed through the Novell iFolder 3.9 configuration.

    The table in the Configuring the iFolder Enterprise Server in the Novell iFolder 3.9.2 Administration Guide summarizes the decisions you make.

    NOTE:In an upgrade scenario, the following fields in the YaST UI for iFolder are disabled so you don't need to specify them.

    • Path to the Server Data files

    • Install into Existing iFolder Domain

    • Private URL of Master server

    • Directory Server Address

    • iFolder Admin Password

    • Verify iFolder Admin password

    • LDAP Search Contexts

    • LDAP Naming Attribute

    • Require a secure connection between the LDAP server and the iFolder server

If you have upgraded an iFolder server to supported OES version in a cluster setup, move to common proxy using the move_to_common_proxy.sh script fails. This is because during upgrade, the cluster volumes are not mounted. After upgrade is successful, you must use the following command on the node where iFolder cluster is running:

/opt/novell/ifolder3/bin/ifolder_mono_setup

This will update the Simias.config file with the necessary configuration information required for common proxy framework. In non-cluster setups, this runs automatically as part of post install script.

Client Upgrade

Understanding the Upgrade Process

With the client upgrade, binaries are upgraded with the new version of binaries and the client data is auto-upgraded.

Preparing for the Upgrade

Make sure that you perform the following server-side operations so that the user is notified of the new version of the iFolder client and prompted to accept the client upgrade.

IMPORTANT:You must ensure that the user backs up the Simias store before upgrading the client.

  1. Enter http:\\ IP address of iFolder serverin the browser to go to the OES home page.

  2. Download the client RPMs or executables from the OES home page.

  3. Place the RPMs under the respective platform directories in the path ifolder_installDirectory/lib/simias/web/update/unix

    The latest client RPMs are installed only if they are present in the given path. The automatic installation happens when the user attempts to connect the 3.x or 3.4.1 client to the iFolder 3.9 server. The names of the platform-specific directories are in the version.config file in the same path. A script file named install-ifolder.sh in the unix directory contains the commands for upgrading the RPMs to the latest version.

    Examples for install-ifolder3.sh are as follows:

    • rpm -Uvh <absolute path of simias rpm>
    • rpm -Uvh <absolute path of ifolder rpm>
    • rpm -Uvh <absolute path of nautilus-ifolder3 rpm>
  4. Modify version.config to include entries for the directory where in the RPMs or the executables are placed.

Upgrade Procedure for the User

  1. Connect the existing client to the server.

    The client automatically prompts the user to accept the client upgrade when he or she attempts to connect an iFolder 3.x or 3.4 1 client to a 3.9 server. For details, refer to Automatically Upgrading to iFolder 3.9 client on Linux in the Novell iFolder 3.9 Cross-Platform User Guide.

    For instructions on performing a manual upgrade, refer to Manually Upgrading to iFolder 3.9 client on Linux in the Novell iFolder 3.9 Cross-Platform User Guide.

26.1.4 Upgrading iFolder 3.6

  1. On the OES client Downloads page, click the iFolder client for Linux link to download the RPMs as desired.

    For details, see Deploying iFolder Server in the Novell iFolder 3.9 Administration Guide.

  2. Follow the on-screen prompts to download the files to a directory on your machine.

  3. Enter cd <location where you have downloaded the files> .

  4. Run rpm -Uvh *.rpm to upgrade to iFolder 3.9.

26.1.5 Coexistence of iFolder 3.9 and 2.x Servers

If you use both iFolder 2.x and Novell iFolder 3.9 services, we recommend that you install each version on its own dedicated server. OES 11do not support iFolder 2.x service.

26.1.6 Coexistence of the iFolder 3.9 Client with Novell iFolder 1.x and 2.x Clients

Do not install the iFolder 3.9 client in the same application folder as a Novell iFolder 1.x or 2.x client.

The iFolder 3.9 client can coexist on the same workstation as the Novell iFolder 1.x client or 2.x client, with the following caveats:

  • The iFolder 3.9 client and its iFolders work only with the Novell iFolder 3.9 enterprise server.

  • The Novell iFolder 1.x or 2.x client and its iFolder on the workstation continue to work only with the assigned Novell iFolder server of the same release.

  • The single iFolder created with the iFolder 1.x or 2.x client can coexist with the multiple iFolders created with the iFolder 3.9 client. The iFolders function independently on the workstation; they do not exchange information or data. However, you can manually transfer local data between old and new iFolder folders.

  • You should not attempt to convert the Novell iFolder 1.x or 2.x folder to an iFolder to be managed by Novell iFolder 3.9 by any other means other than using the migration tool. Similarly, you should not convert parent folders of that iFolder to a next-generation iFolder.

    For example, if abc is the parent directory of the xyz directory, you should not attempt to migrate abc to iFolder 3.9 while xyz still remains an iFolder of type 2.x or 1.x. In addition, you should not attempt to migrate xyz to iFolder 3.9 while abc still belongs to a 2.x or 1.x domain.

    If the folder is no longer used by a prior version of the Novell iFolder client, such as after you uninstall the old client from the workstation, you can convert the folder or its parent folders to a next-generation iFolder.