Professional Documents
Culture Documents
SANmelody Upgrade Guide Cumulative Change Summary Republished and reformatted with new steps to include moving to PSP4 Update 1 during the PSP3 upgrade process. Minor changes to copyright notice. Made some minor typographical corrections, added procedure to section called Considerations for Partnered SANmelody configurations for customers using 4GB, direct-connected Emulex HBAs, also included Important Notes throughout the procedure referencing this section. Minor revisions for clarification. Added note requesting support bundles prior to upgrade Note added that support bundles only needed for partnered SANmelody servers Added note requesting time differences of SANmelody servers if support bundles submitted Updated the guide to include upgrading to SANmelody 2.0 PSP4 Update 2 Removed contradicting reference in Pre-Installation Notes section about not manually stop/starting services when the procedure itself states it. Removed page 12 entirely as this was unnecessary to check the application servers until PSP4 Update 2 had been installed. Also added note about what DcsLeaveregion.exe does. Re-applied the changes that occurred on April 30, 2009, but were removed by mistake. Corrected the name of executable files that should have been updated when the last update was released. Updated the guide to include upgrading to SANmelody 2.0 PSP4 Update 3 Updated the guide to include upgrading to SANmelody 2.0 PSP4 Update 4 Revised the guide to include upgrading to SANmelody 2.0 PSP4 (no update) first before upgrading to the latest version of SANmelody 2.0.4.x. Revised the guide to emphasize the differences in the upgrade procedure for partnered configurations.
Date
February 4, 2009
March 19, 2009 March 20, 2009 March 26, 2009 April 21, 2009 April 30, 2009
June 2, 2009
November 2, 2009
COPYRIGHT
Copyright 2008 - 2009 by DataCore Software Corporation. All rights reserved. DataCore, the DataCore logo, SANsymphony, and SANmelody are trademarks of DataCore Software Corporation. Other DataCore product or service names or logos referenced herein are trademarks of DataCore Software Corporation. All other products, services and company names mentioned herein may be trademarks of their respective owners. ALTHOUGH THE MATERIAL PRESENTED IN THIS DOCUMENT IS BELIEVED TO BE ACCURATE, IT IS PROVIDED AS IS AND USERS MUST TAKE ALL RESPONSIBILITY FOR THE USE OR APPLICATION OF THE PRODUCTS DESCRIBED AND THE INFORMATION CONTAINED IN THIS DOCUMENT. NEITHER DATACORE NOR ITS SUPPLIERS MAKE ANY EXPRESS OR IMPLIED REPRESENTATION, WARRANTY OR ENDORSEMENT REGARDING, AND SHALL HAVE NO LIABILITY FOR, THE USE OR APPLICATION OF ANY DATACORE OR THIRD PARTY PRODUCTS OR THE OTHER INFORMATION REFERRED TO IN THIS DOCUMENT. ALL SUCH WARRANTIES (INCLUDING ANY IMPLIED WARRANTIES OF MERCHANTABILITY, NON-INFRINGEMENT, FITNESS FOR A PARTICULAR PURPOSE AND AGAINST HIDDEN DEFECTS) AND LIABILITY ARE HEREBY DISCLAIMED TO THE FULLEST EXTENT PERMITTED BY LAW.
No part of this document may be copied, reproduced, translated or reduced to any electronic medium or machinereadable form without the prior written consent of DataCore Software Corporation
Table of Contents
Notes on Technical Support and System Requirements ............................................................. 1 Pre-Installation Notes ............................................................................................................... 2 Before Beginning your Upgrade:.......................................................................................... 2 Considerations for Standalone SANmelody Configurations................................................... 2 Considerations for Partnered SANmelody Configurations ..................................................... 3 Considerations for Snapshot ............................................................................................... 4 Considerations for AIM ....................................................................................................... 4 Overview of the Upgrade Procedure.......................................................................................... 5 Obtaining Executable Files for the Upgrade .............................................................................. 5 The Upgrade Procedure ........................................................................................................... 6 Upgrading Server1 .............................................................................................................. 6 After Upgrading Server1 in a Partnered Configuration.......................................................... 8 Verifying Application Server Access after Upgrade to PSP4 (no update) .............................. 9 Continuing the Upgrade on Server2................................................................................... 10 Re-establishing the Partnership ........................................................................................ 11 Completing the Upgrade on Server2 to PSP4 (no update) .................................................. 12 Verifying Application Server Access after Server2 Upgrade to PSP4 (no update)................ 13
Registered customers with a valid premium support plan may use our Web support, phone or email for personal assistance. If you have a support plan, you must register at http://www.datacore.com/index_frame.asp?frame_subnav_content=2 before requesting personal assistance. DataCore Software offers support plans and personal assistance for its products for a nominal fee. To learn about support policies and plans and purchase a support plan, visit our Web site or contact your DataCore Sales representative for more information. DataCore Technical Support shall be limited to products manufactured by DataCore Software. Technical support of products other than those manufactured by DataCore shall be the sole responsibility of the end-user or installer. Installation of non-qualified software or hardware (please reference our Technical Support Web site referenced above for the most current list) is at the sole risk of the end-user or installer. For the current system requirements for SANmelody storage servers, please visit our Web site, http://www.datacore.com/products/prod_SANmel_prerequisites.asp.
Pre-Installation Notes
This section provides information about upgrading SANmelody software to PSP3 or greater. Read the following upgrade. You cannot directly upgrade to SANmelody 2.0 PSP4 Update 4, but the following procedure details at what point you should install the latest version on each storage server so that you can finish the upgrade with your storage servers the latest PSP4 update.
Before scheduling any upgrades for partnered SANmelody configurations only, customers must open an incident with the subject of SANmelody Upgrade Check Request and provide support bundles from both storage servers. NOTE: This does not affect standalone SANmelody servers (single node installations). Please indicate time difference of the SANmelody servers if the times are not in synchronization. If you do not know how to make a support bundle please see: How to: Collect information to send to Customer Support http://sanmelody.custhelp.com/cgi-bin/sanmelody.cfg/php/enduser/std_adp.php?p_faqid=699 The specific issue is: A failed mirrored virtual volume could be marked healthy without the expected recovery, if the storage server was stopped or the server rebooted and then while the mirrored virtual volume had been waiting to recover (but not yet started), the storage server was stopped or rebooted again. While we will do our best to check your configuration as quickly as we can, we recommend that you do not schedule any dates until we have done our analysis. Important Note: If you do not submit the support bundles before you upgrade and wait for the approval of DataCore Support to proceed then DataCore Software takes no responsibility for any problems with your data caused by the above issue.
The upgrade is only for the existing license. If you have been given a new license (because you have added features), you have to upgrade the license first in SANmelody 2.0 PSP2. SANmelody licenses must be activated before upgrading. No configuration changes can be made during the entire upgrade process and ensure that all virtual volumes are healthy and up. This procedure is only supported on storage servers that have SANmelody 2.0 PSP2, 2.0 PSP2 Update 1 or PSP2 Update 2. Earlier versions of SANmelody must be upgraded to at least 2.0 PSP2 before you begin. If any DataCore services have been set to Manual previously, they should be reset to Automatic before the upgrade begins to ensure that the procedure below is followed correctly. For partnered configurations, both partners must be upgraded during this procedure. You cannot safely run on partnered configurations running on a mix of storage servers at PSP2 and PSP3 (or later) for any period of time without risking access to your data. Standalone configurations that are part of an Asynchronous IP Mirroring (AIM) source and destination pair may be upgraded at different times (see the Considerations for AIM section on page 4 for more details). Create an Emergency Repair Disk refer to the SANmelody Help on how to do this.
DataCore SANmelody Upgrade Guide (from 2.0.2 to 2.0.4.x) restarted. Also note that after the upgrade, all NMV pools will no longer be recognized on storage servers with earlier versions of SANmelody.
2. 3.
4. 5. 6.
7.
Very Important Note: If you are using 4GB, Emulex HBAs in a direct-connection configuration for mirror paths between storage server partners, then please do not continue the procedure until you have read the Considerations for Partnered SANmelody Configurations section on page 3 relating to this. 3. 4. Double-click on the SANmelody2.0PSP3.exe. The SANmelody splash will be displayed followed by the DataCore Installshield Wizard dialog boxes. Click Next to continue with the installation. You will see a message that all DataCore windows will be closed that DataCore Software services will be stopped and that disks presented by this disk server will be disabled before continuing with the installation. Please ensure that all DataCore windows in all sessions are closed and all other applications are closed. Click Yes to continue with the installation. Wait for the services to be stopped and then click then at the Welcome window, click Next. On the License Agreement window, click Yes to accept the terms of the agreement. The SANmelody installation and upgrade begins. During this time, you may have to respond to different messages or wizards to successfully complete the installation process, including: Microsoft Security Alert messages for DataCore driver installations; select Yes to install. The Found New Hardware Wizard may appear during the loading of the DataCore iSCSI Target Driver. Click Next, Yes, or Finish as appropriate to configure your hardware during this part of the upgrade.
5. 6.
Important Note: If you see any other Microsoft Windows message asking you if you want to restart your system for settings to take effect, choose No. 7. When the installation has completed you will see the SANmelody Maintenance Complete window informing you to restart your computer. Ensure that the Yes radio button is selected and click Finish to restart the storage server. Wait for Server1 to restart and log on to the storage server with the same account used to run the upgrade (in step 1) above. This will complete the installation of the upgraded drivers for PSP3 on the storage server. Please be patient, as it may take some time for your system settings to update with the new information. Once this process has completed and you are able to access the desktop of Server1, do not open any SANmelody GUIs at this point. Double-click on the SANmelody2.0PSP4.exe to continue the upgrade of Server1 from PSP3 to PSP4 (no update).
8.
9.
10. The SANmelody splash will be displayed followed by the DataCore Installshield Wizard dialog boxes. Click Next to continue with the installation. Then click Next again to begin. 11. You will receive a message informing you that DataCore Software Services will be stopped and asking if you wish you to continue. Click Yes. The DataCore services will be stopped and the upgrade will start. 12. The SANmelody installation and upgrade begins. During this time, you may have to respond to different messages or wizards to successfully complete the installation process, including: Microsoft Security Alert messages for DataCore driver installations; select Yes to install. The Found New Hardware Wizard may appear during the loading of the DataCore iSCSI Target Driver. Click Next, Yes, or Finish as appropriate to configure your hardware during this part of the upgrade.
Important Note: If you see any other Microsoft Windows message asking you if you want to restart your system for settings to take effect, choose No. 13. When the installation has completed, you will see the SANmelody Maintenance Complete window informing you to restart your computer. Ensure that the Yes radio button is selected and click Finish to restart the storage server.
DataCore SANmelody Upgrade Guide (from 2.0.2 to 2.0.4.x) 14. Wait for Server1 to restart and log on to the storage server with the same account used to run the upgrade (in step 1) above. This will complete the installation of the upgraded drivers for PSP4 (no update) on the storage server. Please be patient, as it may take some time for your system settings to update with the new information. 15. Still on Server1, do not open any SANmelody GUIs at this point, but from the Start>Run menu, open Services.msc. Find the DataCore Start Service and reset this service from Manual (as was configured in step 2 above) to Automatic. Click OK and close the Services snap-in. Very Important Note: This is the point where all 4GB, direct-connected Emulex mirror connections should be reconnected. Please read the Considerations for Partnered SANmelody Configurations section on page 3. 16. Restart Server1 again. This extra restart is required to prevent known issues in certain cases during the PSP3 to PSP4 (no update), where some DataCore drivers may not be correctly unloaded and the new updated drivers may not be correctly reloaded during the first restart. 17. Wait for Server1 to restart and log on to Server1 using the same account as before. Do not open the SANmelody snap-in at this point. From the Start>Run menu, open Services.msc. Find the DataCore Start Service and ensure this service is Started. Note: If this service has not started, manually start it from the Windows Services snap-in do not use any SANmelody GUIs at this point. Wait for the service to have the status Started, then click OK and close the Services snap-in. 18. The software upgrade of Server1 is now complete. Very Important Note: For partnered configurations, do not open any SANmelody GUIs, until specifically instructed to do so. Continue to the next section After Upgrading Server1 in a Partnered Configuration. For standalone SANmelody configurations, the upgrade process for the storage server is almost complete. Open the SANmelody GUI and re-apply the configuration in the normal manner to finish the upgrade. Restart all application servers to access the virtual volumes.
2.
Very Important Note: This is the point where all 4GB, direct-connected Emulex mirror connections previously removed and reconnected on Server1, should be checked on Server2, do not open any GUIs on Server1 at this point. Please read the Considerations for Partnered SANmelody Configurations section on page 3.
. Very Important Note: Server1 is shown as Unreachable in the Partner field on Server2 at this time (see the screenshot above). This is expected and should be ignored. Do not proceed to the next step until all mirrored volumes have a status of Up on the Server2 GUI, do not open any GUIs on Server1 at this point. Please be patient at this point. Recoveries will only be logged, not full recoveries, but they may still require time to complete. 3. When all volumes on Server2 have the status of Up, log on to Server1 with the same account as before. Open the SANmelody snap-in and select Storage Server.
Very Important Note: Server2 is missing from the Partner field (see the screenshot below). This is expected and should be ignored. (Unlike the screenshot though, at this point, volumes will have a status of N/A. This too is expected.)
4.
On Server1, perform an Apply and wait for the GUI to confirm the Apply has completed and click OK. The volume status for all volumes on Server1 will now have a status of Up (see screenshot above). The configuration upgrade for Server1 is now complete. Close all SANmelody GUIs on Server1 and continue to the next section.
For Application Servers running DataCore Alternate Pathing for Windows software:
1. 2. On the application server, open Computer Management and select Device Manager. In the right pane, select Disk Drives, and select Scan for Hardware Changes from the context menu.
Respond to any prompts related to new hardware. If you see a message asking you to restart, click No. Do not restart at this time. 3. In Computer Management, expand the DataCore SANmelody folder, select DataCore Alternate Pathing Monitor, and choose Refresh from the context menu to view updated volume and channel status. Check that all volume and channel status indicators are green. Refresh as needed. If necessary, refer to the DataCore AP Help for more information.
4.
Respond to any prompts related to new hardware. If you see a message asking you to restart, click No. Do not restart at this time. 3. 4. In Computer Management, expand the DataCore SANmelody folder, select MPIO Management, and choose Refresh from the context menu to view updated volume and path status. Check that your disks show up under Volumes and that all paths and storage servers are displayed and are either active or passive. Refresh the MPIO GUI if needed. Refer to the DataCore MPIO Help for more information.
2. 3.
4. 5.
Important Note: If you see any other Microsoft Window message asking you if you want to restart your system for settings to take effect, choose No. 6. When the installation has completed you will see the SANmelody Maintenance Complete window informing you must restart your computer. Ensure that the Yes radio button is selected and click Finish to restart the storage server. Wait for Server2 to restart and log on to the storage server with the same account used to run the upgrade above. This will complete the installation of the upgraded drivers for PSP3 on the storage server. Please be patient, as it may take some time for your system settings to update with the new information. Once the Server2 desktop appears, do not open any SANmelody snap-ins, but from the Start>Run menu open Services.msc. Find the DataCore Start Service and reset this service from Manual (as was configured in step 1 above) to Automatic. Click OK and close the Services snap-in. Restart Server2 again. This extra restart is required to prevent known issues in certain cases during the PSP3 to PSP4 (no update), where some DataCore drivers may not be correctly unloaded and the new updated drivers may not be correctly reloaded during the first restart.
7.
8.
9.
10. Wait for Server2 to restart and log on to Server1 using the same account as before. Do not open any SANmelody snap-ins at this point, but again, from the Start>Run menu, open Services.msc. Find the DataCore Start Service and ensure that this service is Started. Note: If this service has not started, manually start it from within this Services snap-in do not use any SANmelody GUIs. Wait for service to have the status of Started, then click OK and close the Services snap-in.
10
Very Important Note: You must not open any SANmelody GUIs on Server2 until you have completed the partnership process on Server1 (see next steps) otherwise the upgrade procedure may fail. 3. 4. On Server1, open the SANmelody Storage Server snap-in. From the top right pane, right-click on the Server1 icon and choose Partner from the context menu. In the dialog box, select Add Partner, type the machine name of Server2 in the text field and click OK. You will see a message, reminding you about the DataCore Storage Domain Service logon and password settings, while this message can be ignored, you must still click Continue. The Establishing Partnership progress bar will appear and when the partnership has been completed successfully, click OK. The Partnership window will close automatically. On Server1, perform an Apply. You will see a message asking if you want to re-apply the current configuration, click OK. When you receive the message that the configuration has been applied, click OK.
5. 6.
After the storage server partnership has been re-established Server2 will shown as Online in the Partner field. See screenshot below.
7.
This completes the process to re-establish the partnership for two SANmelody storage servers. Continue to the following section to verify your application server volumes. There is no need to wait for mirrors to be healthy at this point. Please continue on to the next section.
11
Important Note: If you see any other Microsoft Window message asking you if you want to restart your system for settings to take effect, choose No. 5. When the installation has completed you will see the SANmelody Maintenance Complete window informing you must restart your computer. Ensure that the Yes radio button is selected and click Finish to restart the storage server. Wait for Server2 to restart and log on to the storage server with the same account used to run the upgrade above. This will complete the installation of the upgraded drivers for PSP4 (no update) on the storage server. Please be patient, as it may take some time for your system settings to update with the new information. Do not open any SANmelody snap-ins at this point, but again, from the Start>Run menu, open Services.msc. Find the DataCore Start Service and ensure that this service is Started.
6.
Note: If this service has not started, manually start it from the Services snap-in do not use any SANmelody snap-ins at this point. Wait for service to have the status of Started, then click OK and close the Services snap-in. 7. Once Server2 has restarted and the DataCore Start Service has started, wait for any mirrors to recover for a final time and when healthy verify your application server volumes for a final time.
12
Verifying Application Server Access after Server2 Upgrade to PSP4 (no update)
After the upgrade of Server2, it is important to check each application server to ensure full access to any HA virtual volumes. During the upgrade of Server1, access to any virtual volumes on this storage server would have been lost. Only when the Apply was completed in step 6 of Re-establishing the Partnership, would the access to the virtual volumes have been re-established from Server1.
For Application Servers running DataCores Alternate Pathing for Windows software:
1. 2. On the application server, open Computer Management and select Device Manager. In the right pane, select Disk Drives, and select Scan for Hardware Changes from the context menu.
Respond to any prompts related to new hardware. If you see a message asking you to restart, click No. Do not restart at this time. 3. In Computer Management, expand the DataCore SANmelody folder, select DataCore Alternate Pathing Monitor, and choose Refresh from the context menu to view updated volume and channel status. Check that all volume and channel status indicators are green. Refresh as needed. If necessary, refer to the DataCore AP Help for more information.
4.
Respond to any prompts related to new hardware. If you see a message asking you to restart, click No. Do not restart at this time. 3. 4. In Computer Management, expand the DataCore SANmelody folder, select MPIO Management, and choose Refresh from the context menu to view updated volume and path status. Check that your disks show up under Volumes and that all paths and storage servers are displayed and are either active or passive. Refresh the MPIO GUI if needed. Refer to the DataCore MPIO Help for more information.
The upgrade of your storage servers is now complete. You can now upgrade them to the latest version of SANmelody 2.0.4.x. Please refer to the installation instructions that come with the latest PSP/update.
13