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1. Lessons Learned: Novell ® Open Enterprise Server Upgrades Made Easy Martin Weiss Senior Technical Specialist [email_address] Dr. Frieder Schmidt Senior Technical Specialist [email_address]

2. Agenda Before Starting the Migration

3. Novell ® Open Enterprise Server Implementation Guidelines

4. Migration Processes

5. The Novell ® Open Enterprise Server 2 Migration Toolkit

6. Before Starting the Migration

7. Reasons for Migrating End of NetWare ® General Support 3 rd party support has waned

8. March 7, 2010 – Start extended support New Features Dynamic Storage Technology

9. Domain Services for Windows

10. Virtualization

11. Enhanced scalability – 64-bit support Linux and Open Source New possibilities

12. Linux certifications

13. Building Your Knowledge Novell ® Open Enterprise Server 2 Upgrade Resources Training Courses Migration and upgrade

14. Free Training Best Practices Guide Live document

15. User comments

16. Quick response time

17. Real migration scenarios Novell Community Upgrade/migration articles

18. Novell CoolSolutions

19. Wiki

20. Migration forums Social Media Twitter: twitter.com/novelloes

21. Linkedin Groups

22. Facebook

23. YouTube Learning Resources

24. Pre-Upgrade/Migration - Analyze and Review the Environment Know your Environment Analyze using Novell ® Support Advisor

25. Verify and document the source environment Review, Fix and Stabilize Solve existing issues

26. Apply latest patches before upgrading Analyze the Services File, print, DNS, DHCP, access protocols

27. Check that the OES2 services fulfill your requirements

28. Plan the New Environment New Environment Create a written concept Design your target platform OES2 SP2 Services

29. 32 or 64 bit

30. RAM replacement Other Applications Anti-Virus and Backup

31. GroupWise ®

32. ZENworks ®

33. Identity Manager

34. Prepare Your Existing Environment (1) C:serslenocumentsresentation-templatecon-bublelueardwareerver.png AutoYaST + ZENworks Linux Management Server Source for Install and Update Easy Post-installation Frozen Patch Levels Faster than CD/DV D Based on Templates eDirectory ™ Server Cluster Node Remote / Special Purpose

35. Prepare Your Existing Environment (2) Name Resolution DNS

36. SLP

37. HOSTS (Old, new and temp servers) Timesync Migrate from Timesync to NTP eDirectory ™ Security Verify SDI + PKI

38. Can the CA Private Key be exported?

39. Use SDIDIAG and iManager PKI Plugin eDirectory ™ Core Review structure, partitioning, replication

40. Versions, patch level, and schema (at 8.8?)

41. Unique naming, ID, and Posix Attributes

42. Novell ® Open Enterprise Server Things to Think About

43. Novell ® Open Enterprise Server Things to Think About Define and Follow your “new” standards Standards Linux is case sensitive (User, Groups and other objects)

44. Uniqueness Naming system device

45. Local ext3 and LVM

46. /boot / (root) /tmp /var /home File System Layout Install only what is really required and used

47. 1. Install, 2. Patch, 3. Configure Packet / Pattern Detection Use Bonding for fault tolerance (active-backup) LAN Connectivity Use DM-MPIO if possible

48. know if it is cluster or stand-alone

49. Verify certification of storage infrastructure for SLES SAN Connectivity

50. Novell ® Open Enterprise Server Things to Think About DNS (same as on NetWare ® )

51. Changes in SLP (move to OpenSLP)

52. HOSTS Name Resolution Move from Timesync to NTPD Timesync NMAS ™ + Universal Password + Password Policies

53. Implement Universal Password for AFP and CIFS? eDirectory ™ For what do we need LUM?

54. Convert lower, persistent search, cache only, alternate servers Linux User Mgmt Where to put them in eDirectory ™ ?

55. Install user vs. LDAP proxy users

56. One proxy user per service / per location / per server

57. Security LDAP Proxy Users LDAP integrated “Linux” DHCP DHCP

58. Novell ® Open Enterprise Server Things to Think About Same as on NetWare ® DNS Novell Storage Services ™

59. Distributed File System

60. Dynamic Storage Technology File Services NCP ™ / CIFS / AFP / NFS / NetStorage

61. CPFL & DFS / DST Support

62. Pure-FTP + Gateway File Access Protocols One driver store only

63. Use DNS for Print Manager name resolution

64. Use DSServer2/DSServer3 for LDAP fault tolerance iPrint Install only where required

65. Keep plugins current iManager See Novell Cluster Services ™ Session Cluster Services

66. Migration Processes: Step-by-Step

67. Migration Step-by-Step eDirectory ™ Server To Rollback – just reverse the process Install New Server Add Replicas Change Replica Type Move CA and Verify SDI Move IDM Driversets Change Login Process Verify and Monitor Uninstall Old Server

68. Migration Step-by-Step Cluster (Rolling Upgrade) Remove NetWare ® Node Re-add Server as a Linux Node Migrate Resources to Linux Node Repeat steps 1-3 for all Nodes Do Final Conversion after all nodes are Linux Advantages No new hardware

69. Less effort Disadvantage High risk

70. Migration Step-by-Step Cluster (Build a New Cluster) Build New Linux Cluster Move Data using Migration Toolkit or SAN Replication Change Login Script, DNS Entries, UNC paths Remove old Servers from the tree and clean up eDirectory ™ Congratulate yourself on a successful Migration! Advantages Lowest Risk

71. Chance for re-design, consolidation & Test Disadvantage More Effort

72. Migration Step-by-Step Remote Server / Special Purpose Install New Server Move / Migrate each service Uninstall Old Server Assign the zones to the new DNS server

73. Reconfigure clients and servers DNS Migration Use Migration Toolkit

74. Clean up before migrating DHCP Migration Use Migration Toolkit

75. Disable Login and clear connections for final delta-sync

76. Modify Login Scripts File Migration Use Migration Toolkit

77. Copy/consolidate and change DNS

78. Remove old queues and gateways iPrint Migration Move users per user / department User Migration Find and remove existing dependencies

79. Use DNS (CNAME) where possible

80. Use login scripts Dependency Cleanup

81. Migration Processes: Transfer-ID

82. Migration “Transfer-ID” eDirectory ™ Server Post-Migration and Cleanup Clean Up eDirectory Check eDirectory Use Migration Tools Transfer eDirectory and Identity Verify Log Files Install New Server Install Pre-Migration pattern Install into the same context as the source server

83. Migration “Transfer-ID” Cluster Node Not needed!

84. Migration “Transfer-ID” Remote Server / Special Purpose Post-Migration and Cleanup Clean up eDirectory Configure and Check Services Install New Server Install Services that will Migrate (NSS, iPrint) Install Pre-Migration pattern Install into same context as source server Use Migration Tools Transfer eDirectory ™ and Identitity Transfer Services File, Print, iFolder, DHCP Verify Log Files

85. Transfer-ID vs. Step-by-Step Transfer-ID Comparison Advantages No new name or IP address required

86. No changes to login scripts required

87. No changes to eDirectory ™ attributes required

88. Fast Disadvantages High risk

89. No easy rollback

90. No chance to test

91. No chance to increase the load

92. No chance to re-design

93. Transfer-ID vs. Step-by-Step Recommendation and Best Practice Review your environment and re-design

94. Find and remove your dependencies

95. Remove forgotten “old, inherited stuff”

96. Separate services logically from server names Use DNS name resolution where possible

97. Use secondary IP addresses Start with Step-by-Step and use Transfer-ID later Note : Transfer-ID only migrates some applications

98. The Novell ® Open Enterprise Server 2 Migration Toolkit

99. Screenshot of the GUI

100. Supported Platforms Note – Only OES2 is supported as a destination OS, for NetWare destinations, use the older SCMT. Migration Tools Support Matrix Source OS Support 5.1 SP8

101. 6.0 SP5a

102. 6.5SP6 or later

103. OES1 Linux

104. OES2 Linux

105. Windows NT/2K/2k2 eDirectory ™ 8.6.2 or later

106. 8.7.X

107. 8.8.X File Systems Source NetWare ® NSS and Traditional

108. Source Linux NSS, NCP ™ and POSIX

109. Target OES2 NSS, NCP and POSIX

110. Migration Tools Features Service Migrations Non-destructive migration and consolidation File System iPrint CIFS AFP DHCP FTP iFolder NTP Archive and Versioning Migration Tools Migrates Several OES Services Transfer-ID Migration Scheduling E-mail Notification CLI Tools

111. File System: Migration Procedure Many Command Line parameters (see migfiles)

112. The GUI uses a SCMT like approach Drag/drop directories or volumes to the target

113. Select date/time or pattern based filters Uses SMS and nbackup to move data System meta data preservation = SMS Backup

114. File System: Tips and Tricks Load TSAFS with /cluster and /showclustervolumesonnode on the source server Use NSS /NOQUOTACHECKING on the target server

115. iPrint: Migration Procedure iPrint data migrated Printer objects, printer drivers, driver profiles, print managers, ACL's, banners and printer pools Using the GUI Select the active print managers on both the source and the target

116. Select all or required printers to migrate Printer Migration Naming Printers can keep the same name and context in eDirectory ™ . The original eDirectory print objects are renamed

117. iPrint: Migration Key Points TID 7004455 is the official iPrint migration best practices guide

118. The Migration tool for iPrint Requires successful iprintman authentication

119. Creates duplicate printer objects (NetWare ® to Linux)

120. Option to “migrate” objects to same container (rename _NW)

121. Is a non-risk procedure if choosing 'Consolidate'

122. Creates /opt/novell/iprint/bin/psmimport.xml

123. Does not configure workstations to point to new print manager

124. iPrint: Workstation Migration iPrint printers installed to workstation consist of the following: Printer agent name (without eDirectory ™ context)

125. Address to which Print Manager is bound Two strategies to point installed printers to a new server: Address binding ( TID 7005255 ) PSMHostAddress value within etc/opt/novell/iprint/conf/ipsmd.conf iPrint printer agent redirection ( TID 3006726 )

126. DHCP: Migration Procedure NetWare ® DHCP configuration is mapped to Linux DHCP The NetWare schema and Linux schema in eDirectory ™ are different

127. All the subnets get migrated inside a single DHCP service (dhcpService object) including leases The GUI and the CLI support three levels of migration Server Level: Migrates NetWare server with all the associated subnets

128. Subnet Level: Migrates the selected NetWare subnets only

129. Tree Level: Migrates all the servers in the tree with the associated data

130. After the Migration to Novell ® Open Enterprise Server

131. Activation / Implementation of NEW Features Wait some time before new features are activated Make sure the migration was successful Monitor the system Fix any problems Implement any additional features (DST, DFS, DSfW, iFolder)

132. Reference Customer Witzenmann GmbH

133. Who is Witzenmann? ...for flexible metal elements Competent solver of engineering problems The Pioneer Company Leader in Technology Germany  1900 employees Europe  950 employees America  175 employees Asia  175 employees Witzenmann-Group  HQ Pforzheim Germany Business Objectives Profitable Growth Global Supplier Technology and Innovation Leadership Quality Leader www.witzenmann.com Product Range From miniature hose to power station expansion joint HYDRA® metal hoses, expansion joints, metal bellows, motor vehicle components and pipe supports are employed worldwide in numerous branches of industry. With more than 120 years' market experience, Witzenmann has the most extensive range of products in the branch and offers its customers tailored system solutions to meet a very wide range of demands. Witzenmann is certified in accordance with internationally recognised standards in the automotive industry and other industries.

134. The Source Environment ~3000 Employees / ~1400 IT-User

135. 23 Locations in 17 countries worldwide, Headquarter in Germany Products being used NetWare ® 6.5 Novell Cluster Services ™ Novell Storage Services ™ iPrint

136. NetStorage, FTP, DNS, DHCP, SLP Novell ® ZENWorks ® Desktop Management 7 on NetWare

137. Novell GroupWise ® 7 on NetWare

138. The Target Environment Novell ® Open Enterprise Server 2

139. Migrated Cluster to Open Enterprise Server 2

140. Server Consolidation into Cluster Nodes

141. Storage Migrated to new SAN Storage Hardware

142. Implemented SAN based Backup Solution

143. New Antivirusprotection

144. ZENWorks ® Desktop Management 7 on Linux Servers

145. Updated to GroupWise ® 8 and migrated to Linux Servers

146. The Migration Project Analysis

147. Concept

148. Implementation

149. Pilot

150. Testing

151. Migration central office

152. Migration remote offices Partners: Dell, EMC, Quantum, Commvault, McAfee

153. Questions and Answers

154. References Upgrade Community - http://www.novell.com/communities/coolsolutions/upgradetooes

155. Upgrading to Open Enterprise Server Guide - http://www.novell.com/documentation/oes2/upgrade_to_oes_lx/ page=/documentation/oes2/upgrade_to_oes_lx/data/front.html

156. iPrint Migration Best Practices – TID 7004455

157. Other iPrint Resources – TIDS 7004109 , 7005255 , 7004910

159. Unpublished Work of Novell, Inc. All Rights Reserved. This work is an unpublished work and contains confidential, proprietary, and trade secret information of Novell, Inc. Access to this work is restricted to Novell employees who have a need to know to perform tasks within the scope of their assignments. No part of this work may be practiced, performed, copied, distributed, revised, modified, translated, abridged, condensed, expanded, collected, or adapted without the prior written consent of Novell, Inc. Any use or exploitation of this work without authorization could subject the perpetrator to criminal and civil liability. General Disclaimer This document is not to be construed as a promise by any participating company to develop, deliver, or market a product. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. Novell, Inc. makes no representations or warranties with respect to the contents of this document, and specifically disclaims any express or implied warranties of merchantability or fitness for any particular purpose. The development, release, and timing of features or functionality described for Novell products remains at the sole discretion of Novell. Further, Novell, Inc. reserves the right to revise this document and to make changes to its content, at any time, without obligation to notify any person or entity of such revisions or changes. All Novell marks referenced in this presentation are trademarks or registered trademarks of Novell, Inc. in the United States and other countries. All third-party trademarks are the property of their respective owners.

160. Supporting Slides

161. Migration Tools Features (Continued) Disable login during data migration User logins are disabled during data migration for better data integrity and to minimize open file errors Sync enhancements Files skipped due to open file errors are migrated during sync, meta data changes like trustee addition etc. Multiple path selection Drag and Drop multiple paths during consolidation Non-English character directories Non-English character support using Novell Client ™ Support for cluster data migration

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Editor's Notes