10.2 Upgrading an All-in-One (Small) Deployment

Before upgrading a Filr deployment, you must ensure certain requirements are met. See Before You Upgrade! and then complete the instructions in the following sections in order:

Before You Upgrade!

NOTE:As an additional resource to the information in this section, TID 7017288 has a “Pre-Flight Checklist” that can help you ensure a successful upgrade.

Failure to comply with the following critical points could result in a non-functional Filr system.

Review the Release Notes: Check Upgrade Notes and Upgrade known issues in the Filr 3 Release Notes before you start the upgrade process.
Ensure that the VM host has enough unformatted disk space:
- System Disk (/): A 20 GB disk is created automatically.
- Disk 2 (/vastorage): You make a copy of the appliance’s Disk 2.
- Each Disk 3 (/var): You create this disk. The recommended size is 4 GB plus 3 times the appliance’s RAM allocation.
Check the version: Make sure that the existing appliance is running version 2.0 with the latest patches applied (see Managing Field Test Patches in the Filr 2.0: Administration Guide)
Remove VMware Snapshots: Before copying Disk 2, make sure to remove all VMware snapshots so that the /vastorage disk has the correct disk file and latest configuration settings.
If the appliance has two network adapters: Do the following:
1. Download the networkprep.zip file from the Filr software downloads page.
2. Enable SSH on the appliance, as described in Managing System Services in the Filr 3.4.1: Administrative UI Reference.
3. Using an SSH client (such as WinSCP), log in to the appliance as the root user.
4. Copy the networkprep.zip file that you downloaded to the /root/ directory on the appliance.
5. Unzip the networkprep.zip file:
  
  unzip networkprep.zip
  
  The networkprep folder is created.
6. Change to the network prep folder:
  
  cd /root/networkprep
7. Run the script:
  
  sh run-networkprep.sh
8. Close the remote SSH connection to the appliance.

After ensuring that you have met the prerequisites and cautions above, complete the instructions in the following sections in order.

10.2.1 Small Filr Upgrade Process Overview

If you have upgraded a small Filr deployment before, the following reminder might be all you need.

Figure 10-2 Overview of the Small Filr Appliance Upgrade Process

10.2.2 Downloading and Preparing Software

Download and prepare the software for your virtualization platform as described in the following sections:

VMWare

Download the Filr appliance software to your management workstation.

IMPORTANT:Registration with Micro Focus is required to receive an email with a software-download link.
Extract the .ovf.zip file on your management workstation until a Filr-version folder appears.
Launch the vSphere Client and navigate to the datastore where you plan to host the upgraded VM.
Create a folder for the new appliance with a name that is easily associated with (but not the same as) the VM name of the appliance being upgraded.
Continue with Copying Each Appliance’s /vastorage Disk (Disk 2).

Hyper-V

Log in to the Hyper-V host server either locally or from a remote workstation using Remote Desktop.
Download the Filr appliance software to the location where you plan to host your upgraded VMs.

IMPORTANT:Registration with Micro Focus is required to receive an email with a software-download link.
Extract the .vhd.zip file in the directory where you downloaded it until an Filr-version.vhd archive file appears.
Create a directory for the new appliance with a name that is easily associated with, but not the same as the VM name of the appliance being upgraded.
Move the Filr-version.vhd archive file to the folder you just created.
Continue with Copying Each Appliance’s /vastorage Disk (Disk 2).

Xen

Log in to the Xen VM host server either locally or from a remote workstation.

If you are connecting from a remote Linux workstation, use the following command:

ssh -X root@host_ip_address

The -X in the command in required for the GUI installation program upon which the steps in this section are based.
Download the Filr appliance software to the Xen VM host server in the location where you plan to host your upgraded VM.

IMPORTANT:Registration with Micro Focus is required to receive an email with a download link.
Untar the *.gz file in the directory where you downloaded it.

You can use the following command to untar the file:

tar -Sxvzf Filr.x86_64-version.xen.tar.gz

A Filr-version directory is created.
Continue with Copying Each Appliance’s /vastorage Disk (Disk 2).

Citrix Xen

On a workstation with Citrix XenCenter installed, download the Filr appliance software.

IMPORTANT:Registration with Micro Focus is required to receive an email with a download link.
Using a program such as 7-Zip, extract each .xva.tar.gz file on your management workstation until a Filr-version folder appears.
Continue with Copying Each Appliance’s /vastorage Disk (Disk 2).

10.2.3 Copying Each Appliance’s /vastorage Disk (Disk 2)

IMPORTANT:

VMware requires shutting down an appliance before copying a disk.

This means that Filr services will be down while disk copying takes place.
On Citrix Xen you export rather than copying Disk 2.

Using the tools provided by your hypervisor, copy the /vastorage (second disk) to its associated folder or directory that you created for your upgraded appliances in Downloading and Preparing Software.

10.2.4 Upgrading the VMs

Shutting Down the Appliance

Shut down the Filr appliance using the Port 9443 Appliance Console.
Continue with the instructions for your VM platform:

Upgrading a Filr VMware VM

Complete the steps in Table 10-5.

Table 10-5 Upgrading the Filr VMware VM

Page, Dialog, or Option	Do This
	1 - Launching the vSphere Client. On your management workstation, start the vSphere Client.
vSphere Client	2 - Deploying the OVF Template and naming the VM. Click File > Deploy OVF Template.
Deploy OVF Template	Click Browse.
Open	Navigate to the contents of the folder that you downloaded and extracted in Step 4. Select and open the.ovf file.
Deploy OVF Template	Name the appliance with the same name of the folder that you created for this upgraded appliance in Step 4. Click Next. Choose the datastore and folder were you copied the appliance’s Disk 2. Click Next to accept the default for the disk format. Do not select Power on after deployment. Click Finish. The boot disk is created and the appliance is deployed as specified to this point.
	3 - Editing the VM settings.
vSphere Client	In the vSphere Client, right-click the VM and select Edit Settings. The Virtual Machine Properties dialog displays.
Virtual Machine Properties	Set the Memory and CPU settings to match the appliance you are replacing, or increase them as planned.
	4 - Configuring disk 2 (/vastorage)
Virtual Machine Properties	Click Add.
Add Hardware	Select Hard Disk, click Next and select Use an existing Virtual disk. Click Next > Browse, then navigate to and select the copy of disk 2 that you made for this appliance. Click Next > Next > Finish.
	5 - Adding and Configuring disk 3 (/var)
Virtual Machine Properties	Click Add.
Add Hardware	Select Hard Disk. Click Next > Next. Adjust the Disk Size to the same size as disk 3 (/var) on the appliance you are replacing. Under Disk Provisioning, select either: Thick Provision Eager Zeroed or Support clustering features such as Fault Tolerance Depending on the VMware version that you are running. Under Location, select Specify a datastore or Datastore cluster Click Browse. Select the datastore and folder for this appliance. Click OK. Click Next. Under the Virtual Device Node section, select SCSI (2:0). Click Next. Click Finish. If you need to add network adapters, continue with 6 - (Optional) Adding a Network Adapter. Otherwise, click OK and skip to continue with Deploying the Upgraded Filr VM.
	6 - (Optional) Adding a Network Adapter You can add a network adapter if your Filr deployment accesses a separate network for one or more of the following reasons: Appliance administration. Security of Memcached. IMPORTANT:Bonding or teaming NICs is not supported with Filr.
Virtual Machine Properties	Click Add.
Add Hardware	Select Ethernet Adapter. Click Next. Under Network Connection, select the secondary network associated with the Filr installation. Click Next > Finish > OK.
vSphere Client	Continue with Deploying the Upgraded Filr VM.

Upgrading a Filr Hyper-V VM

Complete the steps in Table 10-6.

Table 10-6 Upgrading a Filr Hyper-V VM

Page, Dialog, or Option	Do This
	1 - Open Hyper-V Manager.
Hyper-V Host Server	Open the Hyper-V Manager.
	2 - Create a new VM.
Hyper-V Manager	In the left pane, right-click the server where you have planned to create the new virtual machine, then click New > Virtual Machine. The New Virtual Machine Wizard displays. Click Next.
Specify Name and Location	Name the appliance with the name of the directory that you created for it in Step 4. Click Next.
Specify Generation	Make sure that Generation 1 is selected. Click Next.
	3 - Specify memory
Assign Memory	In the Startup RAM field, specify the same amount of memory (in MB) of the appliance that you are replacing, or increase the memory as planned. Click Next.
	4 - Assign network adapter
Configure Networking	On the Configure Networking page, select the networking card for this VM. Click Next.
	6 - Identify the system disk
Connect Virtual Hard Disk	Select Use an existing virtual hard disk. Browse to and select the .vhd file in the folder you created for this appliance. Click Open. Click Next.
Summary	Click Finish. The VM is created and appears in the list of Virtual Machines.
	7 - Specify processors
Hyper-V Manager	In Hyper-V Manager, right-click the VM that you just created. Click Settings.
Processor	Click Processor. In the Number of virtual processors field, specify the number of processors for the VM. Click Next.
	8 - Use existing copy of hard disk 2 (/vastorage).
Settings for VM on Host Server	Add the copy you made of disk 2 to this VM. When you have added the disk, review the VM summary information and click Finish.
	9 - Add hard disk 3 (/var).
Hyper-V Manager	In Hyper-V Manager, right-click the VM that you just created. Click Settings. Create a new blank virtual disk the same size as disk 3 on the appliance you are upgrading.
Summary	Review the summary information. Click Finish > OK
	10 - (Optional) Add a Network Adapter If the appliance you are upgrading has a secondary network adapter, add that now.
Hyper-V Manager	11 - Deploy the upgraded appliance Continue with Deploying the Upgraded Filr VM.

Upgrading and Deploying a Filr Xen VM

Complete the steps in Table 10-7.

Table 10-7 Upgrading and Deploying a Filr Xen VM

Page, Dialog, or Option	Do This
	1 - Launch the installer.
Terminal prompt on Xen VM Host Server	Run the following command to launch the GUI configuration menu: vm-install The Create a Virtual Machine wizard is displayed.
Create a Virtual Machine	Click Forward.
Install an Operating System?	Select I have a disk or disk image with an installed operating system. Click Forward.
Type of Operating System	Select SUSE Linux Enterprise Server 11. Click Forward.
	2 - Name the VM.
Summary	Click Name of Virtual Machine.
Name of Virtual Machine	In the Name field, type the name of the appliance. Use the name of the corresponding directory that you prepared for the appliance in Step 2. (Optional) In the Description field, type additional information about the appliance. Click Apply.
	3 - Specify the RAM and Virtual Processors.
Summary	Click Hardware.
Hardware	Change the Initial Memory and Maximum Memory set the amount of memory (in MB) to match that of the VM you are upgrading. Change the Virtual Processors setting to match the number of the VM you are upgrading. Click Apply.
	4 - Configure the boot disk
Summary	Click Disks.
Disks	Click the Harddisk button.
Virtual Disk	Click the Browse button.
Locate Disk or Disk Image.	Navigate to the contents of the folder for the appliance you are creating. Select the .raw file. Click Open.
Virtual Disk	Click OK.
	5 - Configure disk 2 (/vastorage)
Disks	Click the Harddisk button.
Virtual Disk	Click the Browse button.
Locate Disk or Disk Image.	Select the .raw file for Disk 2. Click Open.
Virtual Disk	Click in the Source field. Press the End key. Use the Backspace key to erase the filename so that the path ends with the forward slash (/) that follows the appliance’s folder name. Type a name of the copy of disk 2 for this appliance. When you finish linking to the disk, click OK.
	6 - Configure disk 3 (/var)
Disks	Click the Harddisk button.
Virtual Disk	Click the Browse button.
Locate Disk or Disk Image.	Select the .raw file. Click Open.
Virtual Disk	Click in the Source field. Press the End key. Use the Backspace key to erase the filename so that the path ends with the forward slash (/) that follows the appliance’s folder name. Type a disk name that reflects the appliance name and that this is disk 3. For example, Filr-192.168.1.61-disk-3. Do not change the Storage Format. Change the Size field value to match the size of disk 3 in the appliance you are upgrading. Click OK.
Disks	Click Apply. If you need to add network adapters, continue with 7 - (Optional) Add a Network Adapter. Otherwise, click OK and continue with 8 - Deploy the Appliance.
	7 - (Optional) Add a Network Adapter You can add a network adapter if your Filr deployment accesses a separate network for one or more of the following reasons: Appliance administration. Security of Memcached. IMPORTANT:Bonding or teaming NICs is not supported with Filr.
Summary	Click Network Adapters.
Network Adapters	Click New.
Virtual Network Adapter	Specify the settings for the adapter. Click Apply.
Network Adapters	Click Apply.
Summary	Click OK. The virtual machine is created, the appliance starts, and the configuration process begins.
Console	8 - Deploy the Appliance Access the appliance’s console. When prompted, enter the root and vaadmin passwords for the appliance. The upgrade process proceeds automatically. When the appliance displays the final screen in the console window, open your management browser and log in to the appliance on port 9443 as the vaadmin user.
Port 9443 Admin Console	Check the following: MySQL (optional) : Click the phpMyAdmin icon. Verify that the database is populated as expected. Filr: Click the Filr configuration icon. Ensure that all of the settings are in place as expected. If the configuration wizard displays, there was a problem with the configuration. Resolve the configuration issues, then click Finish to reconfigure the system. Common configuration issues include: If your system is not using DNS, the most likely problem is unresolvable DNS names and missing /etc/hosts entries. If the appliance doesn’t have access to the database, ensure that all of the settings are as expected. When the appliance is running, continue with Performing Filr Post-Upgrade Tasks.

Upgrading Citrix Xen VMs

Complete the steps in Table 10-8.

Table 10-8 Upgrading a Citrix Xen VM

Page, Dialog, or Option	Do This
	1 - Launch XenCenter.
Management Workstation	Start XenCenter.
XenCenter	Connect to the Citrix XenServer where you planned to deploy Filr. Right-click the server and select Import.
	2 - Import the system disk
Locate the File you want to import	Browse to and select the .xva file on your management workstation. Click Open. Click Next.
Select the location where the imported VM will be placed	Select the XenServer. Click Next.
Select target storage	Select the storage repository for the VM that you used in Step 2. Click Import.
	3 - Select the network adapter
Select network to connect VM	Select the virtual network adapter. Click Next.
Review the import settings	Deselect Start VM(s) after import. Click Finish. IMPORTANT:Depending on network latency and other factors, it can take a while to import the system disk.
	4 - Specify Memory
	If you need to adjust the memory to the amount of memory, select the newly created VM in the left pane. Click the Memory tab. Click Edit, change the setting, and click OK.
	5 - Specify Processors
	If you need to adjust the CPUs, right-click the newly created VM in the left pane. Select Properties. Click CPU, change the setting, and click OK.
	6 - Link to Disk 2 (/vastorage)
	With the newly created VM selected in the left pane, add the copy of disk 2 for this appliance.
	8 - Add Disk 3 (/var)
Virtual Disks	Click Add....
Add Virtual Disk	Type a disk name that reflects the appliance name and that this is disk 3. For example, Filr-1-disk-3. Change the Size field value to match that of the appliance you are replacing. Click Add.
	9 - (Optional) Add a Network Adapter You can add a network adapter if your Filr deployment accesses a separate network for one or more of the following reasons: Appliance administration. Security of Memcached. IMPORTANT:Bonding or teaming NICs is not supported with Filr.
	With the newly created VM selected in the left pane, click the Networking tab. Select the secondary network associated with the Filr installation..
XenCenter	Continue with Deploying the Upgraded Filr VM.

10.2.5 Deploying the Upgraded Filr VM

Power on the appliance.
Access the appliance’s console.
When prompted, enter the root and vaadmin passwords for the appliance.

The upgrade process proceeds automatically.
When the appliance displays the final screen in the console window, open your management browser and log in to the appliance on port 9443 as the vaadmin user.
Check the following:
- MySQL :
  - Click the phpMyAdmin icon.
  - Verify that the database is populated as expected.
- Filr:
  - Click the Filr configuration icon.
  - Ensure that all of the settings are in place as expected.
  - If the configuration wizard displays, there was a problem with the configuration.
  - Resolve the configuration issues, then click Finish to reconfigure the system.
    
    Common configuration issues include:
    
    If your system is not using DNS, the most likely problem is unresolvable DNS names and missing /etc/hosts entries.
    
    If the appliance doesn’t have access to the database, ensure that all of the settings are as expected.
When the appliance is running, continue with Performing Post-Upgrade Tasks.

10.2.6 Performing Filr Post-Upgrade Tasks

After upgrading to a new version of Filr, you should perform the following tasks to ensure a fully functional Filr system:

(Optional) Enable Net Folder Sharing

Folder sharing is a new feature in Filr 3.0 with an Advanced-Edition license installed.

If you have Net Folders where you want users to be able to share folders as well as files, you must grant folder sharing rights using the Recipient can share folders in this Net Folder with: option as documented in Grant Rights dialog in the Filr 3.4.1: Administrative UI Reference.

Install Your New Filr License

Upgraded Filr appliances have a 60-day evaluation license installed.

To prevent a service interruption, you must install your new license by following the instructions in Installing/Updating the Filr License in the Filr 3.4.1: Administrative UI Reference.