Novell OPEN ENTERPRISE SERVER 2.0 SP2 - UPGRADING TO OES-PLANNING AND IMPLEMENTATION GUIDE... User manual

Novell®
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novdocx (en) 7 January 2010
AUTHORIZED DOCUMENTATION
OES 2 SP2: Upgrading to OES—Planning and Implementation Guide
Open Enterprise Server
2.0 SP2
December, 2009
Upgrading to OES—Planning and Implementation Guide

novdocx (en) 7 January 2010
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4OES 2 SP2: Upgrading to OES—Planning and Implementation Guide
novdocx (en) 7 January 2010

Contents 5
Contents
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About This Guide 11
1 Frequently Asked Questions 13
1.1 Why Not Stay on NetWare? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
1.2 Can I Move My NetWare Disks to an OES 2 Server? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
1.3 What About My Older NetWare Servers? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
1.4 What’s New in OES 2?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
1.5 What Do Novell Customers Recommend?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
1.6 What Are the Differences Between NetWare and OES 2? . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
1.6.1 System and Administrative User and Group Differences . . . . . . . . . . . . . . . . . . . . . 17
1.6.2 Comparing Services Between NetWare and OES 2 SP2 . . . . . . . . . . . . . . . . . . . . . 17
1.6.3 Services Not Included in OES 2 SP2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
1.7 How Much Training Is Needed? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
1.7.1 What Our Customers Tell Us. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
1.7.2 Conduct a Training Assessment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
1.8 What Training Is Available? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
1.8.1 Novell Training Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
1.8.2 Complimentary Free Training . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
1.8.3 Product Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
1.9 Does Novell Have Community Support to Help Me with My Migration? . . . . . . . . . . . . . . . . . 27
2 Getting Started 29
2.1 Assessing Your Current Network . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
2.1.1 Running Novell Support Advisor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
2.1.2 Recording Your Current Network Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
2.2 Identifying Needed Improvements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
2.2.1 Server Hardware Considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
2.2.2 Consolidation Considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
2.2.3 Virtualization Considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
2.2.4 File System Considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
2.2.5 Method Considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
2.2.6 Network Considerations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
2.2.7 eDirectory/LDAP Considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
2.2.8 Time Synchronization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
2.2.9 Cluster Considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
2.2.10 Application Compatibility Considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
2.2.11 LAN/WAN Connection Considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
3 Upgrading eDirectory to OES 37
3.1 About eDirectory in OES 2 SP2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
3.1.1 The Role of eDirectory in OES 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
3.1.2 eDirectory Version Considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
3.1.3 About eDirectory Management Tools in OES 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
3.2 Planning Your eDirectory Upgrade . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
3.2.1 Deciding Whether to Redesign Your Tree . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
3.2.2 Checking eDirectory Health . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
3.2.3 For More Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
3.3 Upgrading eDirectory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

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3.3.1 Do Not Install or Upgrade to eDirectory 8.8 Separately from OES 2 SP2 . . . . . . . . . 44
3.3.2 Choosing an Upgrade Strategy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
3.3.3 Moving, Creating, or Importing eDirectory Users . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
3.4 Post-Upgrade Checks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
3.5 About Domain Services for Windows. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
3.6 Additional eDirectory Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
4 Upgrading NSS and Data Storage to OES 51
4.1 About NSS in OES 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
4.1.1 NSS Is Designed for the Enterprise. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
4.1.2 More Reasons to Consider NSS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
4.2 Platform Differences in NSS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
4.3 Moving Data from NetWare to OES 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
4.3.1 Moving Devices from NetWare to OES 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
4.3.2 Moving Data from NSS on NetWare to NSS on OES 2 SP2 . . . . . . . . . . . . . . . . . . . 53
4.3.3 Moving Data from NSS to Other Volume Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
4.4 Planning to Upgrade NSS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
4.4.1 Identify NSS Coexistence and Migration Issues . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
4.4.2 Limitations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
4.5 Post-Upgrade Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
4.6 Upgrading Distributed File Services (DFS) to OES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
5 Upgrading File Services to OES 57
5.1 Upgrading AFP File Services to OES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
5.1.1 About AFP File Services in OES 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
5.1.2 Platform Differences in AFP File Services. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
5.1.3 Planning to Transfer AFP Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
5.1.4 Upgrading AFP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
5.1.5 Post-Upgrade Checks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
5.2 Upgrading CIFS File Services to OES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
5.2.1 About CIFS File Services in OES 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
5.2.2 Platform Differences in CIFS File Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
5.2.3 Planning to Upgrade CIFS Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
5.2.4 Upgrading CIFS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
5.2.5 Post-Upgrade Checks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
5.3 Upgrading Novell FTP to OES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
5.3.1 About FTP File Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
5.3.2 Platform Differences in FTP File Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
5.3.3 Planning. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
5.3.4 Transferring FTP Services to OES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
5.3.5 Post-Upgrade Checks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
5.4 Upgrading iFolder to OES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
5.4.1 About iFolder on OES 2 SP2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
5.4.2 Platform Differences in iFolder File Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
5.4.3 Planning. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
5.4.4 Upgrading iFolder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
5.4.5 Post-Upgrade Checks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
5.5 Upgrading NetWare Core Protocol (NCP) File Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
5.5.1 About NCP File Services in OES 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
5.5.2 Planning to Upgrade NCP File Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
5.5.3 Only Data Transfers Are Required . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
5.6 Upgrading NetStorage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
5.6.1 About NetStorage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
5.6.2 Platform Differences in NetStorage File Services . . . . . . . . . . . . . . . . . . . . . . . . . . . 74

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5.6.3 NetStorage Is Not Transferred . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
6 Upgrading Print Services to OES 77
6.1 About iPrint. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
6.2 Platform Differences in iPrint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
6.3 Planning to Upgrade iPrint to OES. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
6.3.1 Requirements and Recommendations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
6.3.2 Limitations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
6.4 Upgrading iPrint to OES. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
6.5 Additional Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
7 Upgrading QuickFinder to OES 81
7.1 About QuickFinder in OES 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
7.2 Platform Differences in QuickFinder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
7.3 Planning to Upgrade QuickFinder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
7.4 Upgrading QuickFinder to OES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
7.5 Post-Upgrade Considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
8 Upgrading Backup Services to OES 83
8.1 Upgrading Novell Archive and Versioning Services to OES . . . . . . . . . . . . . . . . . . . . . . . . . . 83
8.1.1 About Archive and Versioning Services in OES 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
8.1.2 Platform Differences in Archive and Versioning Services . . . . . . . . . . . . . . . . . . . . . 83
8.1.3 Planning to Upgrade Archive and Versioning Services . . . . . . . . . . . . . . . . . . . . . . . 83
8.1.4 Upgrading Archive and Versioning Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84
8.1.5 Post-Upgrade Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84
8.2 About Upgrading Storage Management Services (SMS) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84
9 Upgrading Network Services to OES 85
9.1 Upgrading DNS Services to OES. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
9.1.1 About Novell DNS in OES 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
9.1.2 Platform Differences in Novell DNS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
9.1.3 Planning to Upgrade Novell DNS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
9.1.4 Upgrading DNS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86
9.2 Upgrading DHCP Services to OES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86
9.2.1 About Novell DHCP in OES 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86
9.2.2 Platform Differences in Novell DHCP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
9.2.3 Planning to Upgrade Novell DHCP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
9.2.4 Upgrading DHCP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
9.3 Time Synchronization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
9.3.1 About Time Synchronization in OES 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
9.3.2 Planning to Upgrade Time Synchronization Services . . . . . . . . . . . . . . . . . . . . . . . . 88
9.3.3 Transferring Time Synchronization Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
9.4 Service Location Protocol (SLP) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
9.4.1 About SLP in OES 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
9.4.2 Platform Differences in SLP Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
9.4.3 Setting Up SLP on OES 2 SP2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
10 Upgrading Novell Cluster Services to OES 93
10.1 Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
10.2 Planning to Upgrade Novell Cluster Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94

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10.2.1 Reviewing the Current Cluster . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
10.2.2 Upgrading Novell Cluster Services to OES 2 SP2 . . . . . . . . . . . . . . . . . . . . . . . . . . 94
10.2.3 Additional Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
10.3 Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
10.4 Caveats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
10.5 Rolling Cluster Conversions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
11 Upgrading Other Novell Products to OES 97
11.1 GroupWise 7 and GroupWise 8 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97
11.1.1 Source Platform Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97
11.1.2 Target Platform Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97
11.1.3 Preparing to Migrate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
11.1.4 Caveats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
11.1.5 Tool Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
11.1.6 Migration Instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
11.1.7 Migrating GroupWise as Part of a Transfer ID Migration. . . . . . . . . . . . . . . . . . . . . . 99
11.1.8 Additional Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
11.2 Identity Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
11.3 ZENworks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
11.3.1 Upgrading to ZENworks 10 Configuration Manager . . . . . . . . . . . . . . . . . . . . . . . . 101
11.3.2 Migrating ZENworks 7 from NetWare to Linux . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
12 About Third-Party Applications 103
A Tools for Upgrading to OES 2 SP2 105
A.1 OES 2 SP2 Migration Tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
A.1.1 Consolidating Selected Data or Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
A.1.2 Transferring an Entire NetWare Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106
A.1.3 More About Using the Migration Tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106
A.2 Server Consolidation and Migration Tool (SCMT) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
A.3 NetWare Migration Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
A.4 Additional Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
B About the Management Tools in OES 2 SP2 109
B.1 Novell iManager 2.7 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109
B.1.1 What's New in Version 2.7 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109
B.1.2 Supported Web Browsers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110
B.1.3 Caveats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110
B.1.4 Upgrading to iManager 2.7 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110
B.2 Novell Remote Manager (NRM) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110
B.2.1 Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110
B.2.2 About Novell Remote Manager and OES 2 SP2 . . . . . . . . . . . . . . . . . . . . . . . . . . 111
B.3 About Other Management Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111
C Workstation Considerations 113
D Server Consolidation 115
E Examples 117
E.1 Replica and CA Server Migration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117

Contents 9
novdocx (en) 7 January 2010
E.1.1 Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117
E.1.2 FAQs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117
E.1.3 Preparing and Transferring Your Replica Server. . . . . . . . . . . . . . . . . . . . . . . . . . . 118
E.1.4 Post-Migration Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118
E.2 Cluster Migration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119
E.2.1 Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119
E.2.2 General Notes and Tips. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120
E.2.3 Preparing to Migrate the Cluster . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120
E.2.4 Transferring DHCP in the Cluster . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121
E.2.5 Transferring DNS in a Cluster . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122
E.2.6 iPrint Migration in a Cluster . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123
E.2.7 Transferring AFP in a Cluster . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126
E.2.8 Transferring CIFS in a Cluster . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126
E.3 Server Identity Migration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126
E.3.1 Preparing and Transferring Your Replica Server. . . . . . . . . . . . . . . . . . . . . . . . . . . 127
E.3.2 Post-Migration Steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128
F Documentation Updates 131

10 OES 2 SP2: Upgrading to OES—Planning and Implementation Guide
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About This Guide 11
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About This Guide
Open Enterprise Server (OES) 2 SP2 is the next generation of the Novell®services that have long
been valued by a wide variety of businesses and other organizations, ranging from small businesses
to multi-national enterprises.
When you install OES 2 SP2, you install SUSE®Linux Enterprise Server (SLES) 10 SP3 as the core
OS and the OES 2 SP2 components as an “add-on product.”
What This Guide Provides
This guide provides an overview of the planning and implementation processes involved in
upgrading from NetWare®to OES 2 SP2. It provides overview and planning information along with
links to specific implementation instructions.
What This Guide Does Not Replace
This guide does not replace the specific upgrading and planning instructions found in the regular
installation and migration guides that you should follow carefully to ensure a successful upgrade to
OES.
Audience
This guide is intended for network administrators.
is
running
running
onon
OES 2 SP1
• AFP
• Backup (SMS)
• Clustering (High Availability)
• DNS/DHCP
• eDirectory
• CIFS
• FTP
• iFolder 3.x
• NetStorage
• Novell Client Access
• Management Tools
• iPrint
• QuickFinder
• Novell Storage Services (NSS)
SUSE Linux Enterprise Server 10 SP2SUSE Linux Enterprise Server 10 SP2
Novell ServicesNovell Services

12 OES 2 SP2: Upgrading to OES—Planning and Implementation Guide
novdocx (en) 7 January 2010
Feedback
We want to hear your comments and suggestions about this manual and the other documentation
included with this product. Please use the User Comments feature at the bottom of each page of the
online documentation to enter your comments.
Documentation Updates
For the most recent version of this guide, see the OES 2 Documentation Web site (http://
www.novell.com/documentation/oes2/upgrade_to_oes_lx/data/front.html).
Documentation Conventions
In Novell documentation, a greater-than symbol (>) is used to separate actions within a step and
items in a cross-reference path.
A trademark symbol (®, TM, etc.) denotes a Novell trademark. An asterisk (*) denotes a third-party
trademark.
When a single pathname can be written with a backslash for some platforms or a forward slash for
other platforms, the pathname is presented with a backslash. Users of platforms that require a
forward slash, such as Linux* or UNIX*, should use forward slashes as required by your software.

Frequently Asked Questions
1
13
novdocx (en) 7 January 2010
1
Frequently Asked Questions
You probably have a few questions up front. Here are some answers.
Section 1.1, “Why Not Stay on NetWare?,” on page 13
Section 1.2, “Can I Move My NetWare Disks to an OES 2 Server?,” on page 14
Section 1.3, “What About My Older NetWare Servers?,” on page 14
Section 1.4, “What’s New in OES 2?,” on page 15
Section 1.5, “What Do Novell Customers Recommend?,” on page 15
Section 1.6, “What Are the Differences Between NetWare and OES 2?,” on page 16
Section 1.7, “How Much Training Is Needed?,” on page 24
Section 1.8, “What Training Is Available?,” on page 26
Section 1.9, “Does Novell Have Community Support to Help Me with My Migration?,” on
page 27
1.1 Why Not Stay on NetWare?
There are distinct advantages to moving to OES 2 SP2 over staying on NetWare®. Gartner has
issued report (http://mediaproducts.gartner.com/reprints/novell/vol2/article4/article4.html) which
you should find enlightening. Novell has also published a technical white paper (http://
www.novell.com/rc/docrepository/public/37/basedocument.2009-03-19.8740935430/
OES%20v%20WIN%20FINAL_en.pdf) on this subject.
Here are a few of the benefits of upgrading to OES 2 SP2.
NetWare Enters Extended Support in 2010: As Novell®has stated for a number of years
now, NetWare enters its extended support phase in 2010.
Continued Hardware Support: When NetWare enters extended support, hardware vendors
will cease to certify it on new server hardware.
Continued Third-party Solutions Support: As hardware vendors cease certification support,
third-party software solutions providers, such as anti-virus and backup software vendors, will
stop developing for the NetWare platform.
Dynamic Storage Technology: This breakthrough Novell technology drastically reduces
storage costs and runs only on OES 2, not on NetWare.
iFolder 3.8: NetWare supports only Novell iFolder®2.x, which lacks important features found
in the latest version, such as automatic server provisioning, multiple iFolders per user, iFolder
sharing between users, reassigning iFolder ownership, provisioning for LDAP groups, and
numerous administrative enhancements.
Open Source Solutions: Open source initiatives such as Apache* and Tomcat* have been
supported on NetWare only as Novell or others have ported them to the platform, but they are
automatically available on OES.
Xen virtualization technology: This no-cost virtualization solution runs on OES 2 SP2 and
lets you create NetWare virtual machines for those services that you want to keep on NetWare
for the time being.

14 OES 2 SP2: Upgrading to OES—Planning and Implementation Guide
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Domain Services for Windows: This OES 2 SP2 technology integrates eDirectoryTM and
Active Directory* users as well as Windows* and Novell file services.
File Systems: OES 2 SP2 not only supports the Novell Storage ServicesTM (NSS) file system,
but also traditional Linux file systems, such as Ext3, XFS, and Reiser FS.
OES Services enhancements: As Novell OES services continue to evolve, the new features
and technologies are almost always only available on OES 2 SP2.
1.2 Can I Move My NetWare Disks to an OES 2
Server?
Yes, you can.
“Moving Non-Clustered Devices From NetWare Servers to OES 2 Linux Servers” in the OES 2
SP2: NSS File System Administration Guide includes information on moving NSS volumes cross-
platform between servers in the same Novell eDirectory tree. See also “Cross-Platform Issues for
NSS.”
1.3 What About My Older NetWare Servers?
Earlier versions of NetWare should be upgraded to OES 2 SP2 as outlined in Table 1-1.
Table 1-1 Upgrade Paths from Earlier Versions of NetWare
NetWare Version Minimum DS Version Tool to Use Other Information
NetWare 4.11 SP9 NDS®6.21 n/a You must perform a down-server
upgrade to NetWare 5.1 SP8 as an
interim step.
NetWare 4.2 NDS 6.21 n/a You must perform a down-server
upgrade to NetWare 5.1 SP8 as an
interim step.
NetWare 5.0 SP6a NDS 7.62c of 8.85c n/a You must perform a down-server
upgrade to NetWare 5.1 SP8 as an
interim step.
NetWare 5.1 SP8 eDirectory 8.7.3.7 or
later
OES 2 SP2 Migration
Too l
For more information, see “Transfer
ID Migration” in the OES 2 SP2:
Migration Tool Administration
Guide.
NetWare 6.0 SP5 eDirectory 8.7.3.7 or
later
OES 2 SP2 Migration
Too l
For more information, see “Transfer
ID Migration” in the OES 2 SP2:
Migration Tool Administration
Guide.

Frequently Asked Questions 15
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1.4 What’s New in OES 2?
The “What’s New or Changed” section in the OES 2 SP2: Planning and Implementation Guide
includes brief summaries of the new features and services in OES 2 plus a list of links to the What’s
New sections in each OES 2 guide. We recommend you take a few minutes to look at the section.
The list is quite impressive.
1.5 What Do Novell Customers Recommend?
Periodically, Novell polls customers to get a reality check. The table below summarizes customer
advice from a survey of OES 2 SP2 customers.
Table 1-2 From a Recent Novell Customer Survey
Customer Tip
Learn basic Linux skills first (before starting) or have someone handy. Make sure you:
Understand the Linux file system and rights.
For help, see “Understanding Directory Structures in Linux POSIX File Systems” in the OES 2 SP2:
File Systems Management Guide and “Aligning NCP and POSIX File Access Rights” in the OES 2
SP2: Planning and Implementation Guide
Know Linux command line tools for the equivalent NetWare commands (DSTrace, DSRepair, etc.).
Learn the commands by setting up a test server and playing out the scenario you want to see on
your production server.
For help, see the OES2 SP2: Linux Tips for NetWare Administrators guide.
Understand that in-house Linux expertise is a necessary prerequisite. (The good news is that fully
89% of survey respondents who have deployed OES 2 SP2 discovered that they already had Linux
expertise on their deployment teams.)
For help, see Section 1.7, “How Much Training Is Needed?,” on page 24 and Section 1.8, “What
Training Is Available?,” on page 26.
Plan ahead and know your NetWare, OES, and eDirectory environments very well:
Make sure eDirectory is clean and that you are current on all patches.
Plan the deployment scenario and find the holes and gotchas.
Plan data locations, file systems, and LUM configuration objects.
Perform a complete inventory of all applications (and their dependencies) before you get too far into
planning in case they or their dependencies can't be moved to OES/SLES.
Upgrade slowly and cautiously, but start now
Start in small scale (a couple of servers) or just move DHCP for a couple of weeks, then DNS for a
couple of weeks, then GroupWise®, WebAccess, etc.
Be careful; you can harm your OES production environment if you don't understand what you are
doing; don't start with your most important servers.
Test, test, test.

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1.6 What Are the Differences Between NetWare
and OES 2?
Section 1.6.1, “System and Administrative User and Group Differences,” on page 17
Section 1.6.2, “Comparing Services Between NetWare and OES 2 SP2,” on page 17
Section 1.6.3, “Services Not Included in OES 2 SP2,” on page 24
Test everything multiple times, including third-party products like backup solutions, before full
deployment.
Create an initial test box if you don't have previous Linux experience.
For help, see the OES 2 SP2: Lab Guide for Linux and Virtualized NetWare.
Use VMware* (or other virtualization products) and install many times to get the feel for it, then test,
test, test.
Give it a try.
Moving to OES 2 SP2 is easy and relatively painless.
Start your upgrade in a lab environment first and play with the product.
Try installing Linux at home and use it as your primary OS.
Make sure you have a test environment that mimics your production installation.
It works the same as NetWare.
The Novell management Interfaces look the same. iPrint, iManager, etc.—all of the benefits of
NetWare are available on OES 2 SP2.
Don't freak out about service and management differences
Learn the iMonitor and iManager Web tools for service and server management.
Become familiar with the basic management commands, such as ndsconfig for eDirectory
management.
Do your homework and read everything you can find.
Scour the discussion forums and see what problems others are having and how they solved them,
ask questions, and make notes.
Avoid mixing OES 2 and NetWare, if possible.
Create separate servers providing other services such as DNS, DHCP, etc., on OES first to gain
familiarity with Linux as a whole.
YaST is your friend.
It's not always the answer, though. Learn which things are best configured in the configuration files
and which things you really should use YaST for.
Find out how well your hardware vendor supports Linux.
Make sure your hardware vendor not only “supports Linux,” but also provides regular driver updates
for the version of SLES you are planning to deploy.
Customer Tip

Frequently Asked Questions 17
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1.6.1 System and Administrative User and Group Differences
Because OES 2 services run on Linux rather than on NetWare, there are noticable differences
between the system and administrative users and groups on OES 2 servers. For example, many OES
2 services, such as Novell AFP and Novell CIFS require proxy users to retrieve service-related
information, such as user passwords and service attributes, and in some cases to write service
information in eDirectory.
For more information, see “System User and Group Management in OES 2 SP2” and
“Administrative Users in OES 2 SP2” in the OES 2 SP2: Planning and Implementation Guide.
1.6.2 Comparing Services Between NetWare and OES 2 SP2
Table 1-3 Service Comparison Between NetWare 6.5 SP8 and OES 2 SP2 Linux
Service NetWare 6.5 SP8 OES 2 Platform Differences / Migration Issues
Access Control Lists Yes Yes In combination with NCPTM Server, Linux
supports the Novell®trustee model for file
access on NSS volumes and NCP volumes
on Linux.
AFP (Apple* File
Protocol)
Yes - NFAP Yes - Novell
AFP
AFP services on NetWare and OES are
proprietary and tightly integrated with
eDirectoryTM and Novell Storage Services
(NSS).
Apache Web Server Yes - NetWare®
port of open
source product
Yes - Standard
Linux
Administration Instance vs. Public Instance
on NetWare (http://www.novell.com/
documentation/oes2/web_apache_nw/data/
aipcu6x.html#aipcu6x).
What’s Different about Apache on NetWare
(http://www.novell.com/documentation/
oes2/web_apache_nw/data/ail8hvj.html) .
Archive and Version
Services (Novell)
Yes Yes Setup varies slightly, but there are no
functional differences.
Backup (SMS)
SMS
NSS-Xattr
Yes Yes SMS provides backup applications with a
framework to develop complete backup and
restore solutions. For information, see the
OES 2 SP2: Storage Management Services
Administration Guide.
NSS provides extended attribute handling
options for NSS on Linux. For information,
see “Using Extended Attributes (xAttr)
Commands (Linux)” in the OES 2 SP2: NSS
File System Administration Guide.

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CIFS (Windows File
Services)
Yes - NFAP Yes - Novell
CIFS
and
Novell Samba
Both NFAP and Novell CIFS are Novell
proprietary and tightly integrated with
eDirectory and Novell Storage Services
(NSS).
Samba is an open source product
distributed with SUSE®Linux Enterprise
Server (SLES).
Novell Samba is enhanced by Novell with
configuration settings for eDirectory LDAP
authentication via Linux User Management
(LUM). Novell Samba is not tightly
integrated with NSS on Linux and works
with any of the “File Systems Available on
OES 2 Servers.” (See the OES 2 SP2:
Planning and Implementation Guide.)
Clustering Yes Yes “Product Features” in the OES 2 SP2:
Novell Cluster Services 1.8.7 for Linux
Administration Guide.
“Product Features” in the NW6.5 SP8:
Novell Cluster Services 1.8.5 Administration
Guide.
DFS (Novell Distributed
File Services)
Yes Yes In combination with NCP Server, DFS
supports junctions and junction targets for
NSS volumes on Linux and NetWare. DFS
also supports junction targets for NCP
volumes on non-NSS file systems such as
Reiser and Ext3. The VLDB command
offers additional options to manage entries
in the VLDB for NCP volumes.
DHCP Yes Yes For a comparison between what is available
on OES 2 and NetWare, see “DHCP
Differences Between NetWare and OES 2”
in the OES 2 SP2: Planning and
Implementation Guide.
To plan your DHCP implementations, see
“Planning a DHCP Strategy” in the OES 2
SP2: Novell DNS/DHCP Administration
Guide for Linux and “Planning a DHCP
Strategy” in the NW 6.5 SP8: Novell DNS/
DHCP Services Administration Guide.
Service NetWare 6.5 SP8 OES 2 Platform Differences / Migration Issues

Frequently Asked Questions 19
novdocx (en) 7 January 2010
DNS Yes Yes For a comparison between what is available
on OES 2 and NetWare, see “DNS
Differences Between NetWare and OES 2”
in the OES 2 SP2: Planning and
Implementation Guide.
See “Planning a DNS Strategy” in the OES
2 SP2: Novell DNS/DHCP Administration
Guide for Linux and “Planning a DNS
Strategy” in the NW 6.5 SP8: Novell DNS/
DHCP Services Administration Guide.
Dynamic Storage
Technology
No Yes DST runs on OES 2. An NSS volume on
NetWare is supported only as the
secondary volume in a shadow pair. When
using DST in a cluster, each of the NSS
volumes in a shadow pair must reside on
OES 2. DST also supports NCP volumes as
shadow pairs and Linux POSIX* volumes as
shadow pairs.
eDirectory 8.8 Yes Yes No functional differences.
eDirectory Certificate
Server
Yes Yes No functional differences.
eGuide (White Pages) Yes No This functionality is now part of the Identity
Manager 3.6 User Application. For more
information, see the Identity Manager 3.6
Documentation Web Site. (http://
www.novell.com/documentation/idm36/
index.html).
FTP Server Yes Yes Support for eDirectory LDAP authentication
has been added to PureFTP on OES 2. The
FTP/SFTP gateway available on NetWare is
not currently available on Linux. See “FTP
Services”.
See “Features of the NetWare FTP Server”
in the NW 6.5 SP8: Novell FTP
Administration Guide.
Health Monitoring
Services
Yes Yes The Health Monitoring Server, which was
included in OES 1, has been removed in
OES 2.
This is now available in various Novell
Remote Manager dialog boxes on both
platforms.
For more information, see “Health
Monitoring Services” in the OES 2 SP2:
Planning and Implementation Guide.
Identity Manager 3.6.1
Bundle Edition
No Yes IDM 3.6.1 is not available on NetWare.
Service NetWare 6.5 SP8 OES 2 Platform Differences / Migration Issues

20 OES 2 SP2: Upgrading to OES—Planning and Implementation Guide
novdocx (en) 7 January 2010
iPrint Yes Yes See “Overview” in the OES 2 SP2: iPrint for
Linux Administration Guide, and “Overview”
in the NW 6.5 SP8: iPrint Administration
Guide.
IPXTM (Internetwork
Packet ExchangeTM)
from Novell
Yes No Novell has no plans to port IPX to OES.
iSCSI Yes Yes The iSCSI target for Linux does not support
eDirectory access controls like the NetWare
target does. Nor is the iSCSI initiator or
target in OES 2 integrated with NetWare
Remote Manager management. You use
YaST management tools instead.
On the other hand, the iSCSI
implementation for Linux is newer and
performs better.
See Linux-iSCSI Project on the Web (http://
linux-iscsi.sourceforge.net).
See “Overview” in the NW 6.5 SP8: iSCSI
1.1.3 Administration Guide.
LDAP Server for
eDirectory
Yes Yes No functional differences.
Multipath Device
Management
Yes Yes NetWare uses NSS multipath I/O. Linux
uses Device Mapper - Multipath that runs
underneath other device management
services.
MySQL* Yes - NetWare
port of open
source product
Yes - Standard
Linux
See MySQL.com on the Web (http://
www.mysql.com).
See “Overview: MySQL” in the NW 6.5 SP8:
Novell MySQL Administration Guide.
NCP Volumes No Yes NCP Server on Linux supports creating
NCP volumes on Linux POSIX file systems
such as Reiser and Ext3.
For information, see “Managing NCP
Volumes” in the OES 2 SP2: NCP Server
for Linux Administration Guide.
NCP Server Yes Yes NCP services are native to NetWare 6.5
and NSS volumes; to have NCP services on
OES, the NCP Server must be installed.
See “Benefits of NCP Server” in the OES 2
SP2: NCP Server for Linux Administration
Guide.
Service NetWare 6.5 SP8 OES 2 Platform Differences / Migration Issues