Novell PLATESPIN PORTABILITY SUITE 8.1 User manual

Novell®
www.novell.com
novdocx (en) 13 May 2009
AUTHORIZED DOCUMENTATION
PlateSpin Portability Suite 8.1 Installation Guide
PlateSpin ® Portability Suite
8.1
August 3, 2009
Installation Guide

novdocx (en) 13 May 2009
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Contents 5
Contents
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About This Guide 7
1 Installing Portability Suite Software 9
1.1 Installation Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
1.2 System Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
1.2.1 System Requirements for Portability Suite Server Hosts. . . . . . . . . . . . . . . . . . . . . . 10
1.2.2 System Requirements for Portability Suite Client Hosts . . . . . . . . . . . . . . . . . . . . . . 11
1.3 Installation Prerequisites for Portability Suite Server Hosts . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
1.3.1 Prerequisites for Windows Server 2003 Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
1.3.2 Prerequisites for Windows Server 2008 Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
1.3.3 Enabling Support for FIPS-Compliant Data Encryption Algorithms (Optional) . . . . . 13
1.4 Installing Portability Suite Software Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
1.4.1 Starting the Portability Suite Installation Launcher . . . . . . . . . . . . . . . . . . . . . . . . . . 14
1.4.2 Installing the Database Server. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
1.4.3 Installing the Portability Suite Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
1.4.4 Installing the Portability Suite Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
1.5 Checking for Software Updates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
2 Upgrading Portability Suite Software 19
2.1 Portability Suite Products Upgradable to 8.1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
2.2 Before Upgrading Portability Suite Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
2.2.1 Backing Up the Portability Suite Database Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
2.2.2 Minimizing the Disruption of Existing Workload Protection Contracts . . . . . . . . . . . . 20
2.3 Upgrade Procedure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
3 Troubleshooting Installation Problems 21
3.1 Common Installation Issues and Solutions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
3.2 Knowledge Base Articles about Installation Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . 22
3.3 Uninstalling Portability Suite Software Components and Performing a Cleanup . . . . . . . . . . . 22

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About This Guide 7
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About This Guide
This guide provides information to help you install or upgrade your PlateSpin®Portability Suite
version 8.1 product (PlateSpin®Migrate or PlateSpin®Protect).
Chapter 1, “Installing Portability Suite Software,” on page 9
Chapter 2, “Upgrading Portability Suite Software,” on page 19
Chapter 3, “Troubleshooting Installation Problems,” on page 21
Audience
This guide is intended for IT staff, such as data center administrators and operators, who use
Portability Suite in their ongoing workload migration and protection projects.
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, or submit your comments through the Novell Documentation Feedback Site
(http://www.novell.com/documentation/feedback.html).
Documentation Updates
For the most recent version of this text, visit the PlateSpin®Portability Suite version 8.1 Web site
(http://www.novell.com/documentation/platespin_portabilitysuite_810/).
Additional Documentation
This guide is part of the PlateSpin®Portability Suite documentation set. Below is a complete list of
the set:
Portability Suite 8.1 Release Notes Provides late-breaking information, as well as information
about known issues and suggested workarounds.
Portability Suite 8.1 Installation Guide Provides information about installing, upgrading, and
uninstalling the product.
Portability Suite 8.1 Configuration Guide Provides information about licensing your product and
managing license keys, setting up your network
environment, and configuring your product’s default settings.
Portability Suite 8.1 User Guide Provides information about using the product in your
workload migration and protection projects.
Portability Suite 8.1 Integrated Help All product documentation in compiled HTML help (CHM)
format, integrated with the product.
Portability Suite 8.1 Online
Documentation
All product documentation in WebHelp format for browser-
based access over the Internet. This distribution should
contain the latest updates at all times.

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Additional Resources
We encourage you to use the following additional resources on the Web:
PlateSpin User Forum (http://forum.platespin.com): A Web-based community with a variety of
discussion topics.
PlateSpin Knowledge Base (http://support.platespin.com/kb2/): A collection of in-depth
technical articles.
Technical Support
Telephone (North America): [phone] (1 87 PlateSpin)
Telephone (global): [phone]
E-mail: [e-mail]
You can also visit the PlateSpin Technical Support Web site (http://www.platespin.com/support/).
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.

Installing Portability Suite Software
1
9
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1
Installing Portability Suite
Software
Section 1.1, “Installation Overview,” on page 9
Section 1.2, “System Requirements,” on page 9
Section 1.3, “Installation Prerequisites for Portability Suite Server Hosts,” on page 11
Section 1.4, “Installing Portability Suite Software Components,” on page 14
Section 1.5, “Checking for Software Updates,” on page 17
1.1 Installation Overview
PlateSpin®Portability Suite provides a single installation program for both PlateSpin®Migrate and
PlateSpin®Protect products. The program checks your system for the necessary prerequisites and
interactively installs the required software components.
The production configuration of both PlateSpin®Migrate and PlateSpin®Protect products consists
of the same set of software components:
A database server: Portability Suite works with Microsoft* SQL Server* 2005. If you do not
have a Microsoft SQL Server 2005 database server, you can use a Microsoft SQL Server 2005
Express Edition database server included with your Portability Suite distribution.
Portability Suite Server: The runtime execution engine underlying both PlateSpin®Migrate
and PlateSpin®Protect products.
Portability Suite Client: Client software for user interaction with the Portability Suite Server.
These components can be either collocated on a single host or installed on separate hosts.
1.2 System Requirements
Section 1.2.1, “System Requirements for Portability Suite Server Hosts,” on page 10
Section 1.2.2, “System Requirements for Portability Suite Client Hosts,” on page 11

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1.2.1 System Requirements for Portability Suite Server Hosts
Portability Suite Server hosts must meet the following system requirements:
Table 1-1 Portability Suite Server Host Requirements
Requirement Details
Operating System Any of the following, running on dedicated hardware or in a virtual
machine:
Microsoft Windows Server* 2008 (Standard and Enterprise editions)
Microsoft Windows Server 2003 (SP0, SP1, SP2), English, French, or
German versions
Microsoft Windows Server 2003 R2
Processor 750 Mhz or higher Pentium* compatible CPU (1 GHz recommended)
Memory Minimum 512 MB RAM (2 GB recommended)
Disk Space Minimum 10 GB
Additional space might be necessary if you plan to use the same system as
a Flexible Image Server. The amount of additional space depends on the
number and size of workload images that you intend to store on a given
image server. See “Designating a Flexible Image Server” in your User
Guide.
Database Server One of the following:
Microsoft SQL Server* 2005 Express Edition, included in your
software distribution
Existing local or remote Microsoft SQL Server 2005 database server
Windows Software
Components
Windows Server 2003 systems (all editions):
Microsoft IIS 5.0/6.0 (with ASP.NET)
Microsoft .NET Framework 2.0 SP2 and later. Download a copy from
the Microsoft Download Center (http://www.microsoft.com/
downloads/details.aspx?familyid=5B2C0358-915B-4EB5-9B1D-
10E506DA9D0F).
For more details, see Prerequisites for Windows Server 2003
Systems (page 12).
Windows Server 2008 systems (all editions):
Microsoft .NET Framework 3.5 SP1. Download a copy from the
Microsoft Download Center (http://www.microsoft.com/downloads/
details.aspx?FamilyId=AB99342F-5D1A-413D-8319-
81DA479AB0D7).
Web Server (IIS 7.0)
For more details, see Prerequisites for Windows Server 2008
Systems (page 12)

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1.2.2 System Requirements for Portability Suite Client Hosts
You can install the Portability Suite Client on the Portability Suite Server host or on a separate
computer.
Standalone Portability Suite Client hosts must meet the following system requirements:
Table 1-2 Portability Suite Client Host Requirements
1.3 Installation Prerequisites for Portability Suite
Server Hosts
Portability Suite Server is the runtime execution engine underlying both PlateSpin®Migrate and
PlateSpin®Protect products. For trouble-free operation of the Portability Suite Server, it is
recommended that you install it on a dedicated physical or virtual machine. Specifically, do not
install the Portability Suite Server on a machine that is:
A potential source workload
Your domain controller host
The following topics provide additional information about installation prerequisites for Portability
Suite Server hosts.
Section 1.3.1, “Prerequisites for Windows Server 2003 Systems,” on page 12
Section 1.3.2, “Prerequisites for Windows Server 2008 Systems,” on page 12
Section 1.3.3, “Enabling Support for FIPS-Compliant Data Encryption Algorithms (Optional),”
on page 13
Requirement Details
Operating System Any of the following, running on dedicated hardware or in a virtual
machine:
Microsoft Windows Server 2008 (Standard and Enterprise editions)
Microsoft Windows Vista* (Business and Ultimate Editions)
Microsoft Windows Server 2003 (SP0, SP1, SP2), English, French,
German versions
Windows XP (SP1 and later)
Disk Space Minimum 3 GB
Windows Software
Components
Microsoft .NET Framework 2.0 SP2 and later. Download a copy from the
Microsoft Download Center (http://www.microsoft.com/downloads/
details.aspx?familyid=5B2C0358-915B-4EB5-9B1D-10E506DA9D0F).

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1.3.1 Prerequisites for Windows Server 2003 Systems
Before starting the installation of the Portability Suite Server on a Windows Server 2003 system,
ensure that the following prerequisite software components are installed on the intended Portability
Suite Server host, in the specified order:
1. Microsoft IIS 5.0/6.0 (with ASP.NET)
2. Microsoft .NET Framework 2.0, SP2 and later. Download a copy from the Microsoft
Download Center (http://www.microsoft.com/downloads/details.aspx?familyid=5B2C0358-
915B-4EB5-9B1D-10E506DA9D0F).
If you are installing the Portability Suite Server on a 64-bit Windows Server 2003 system, you must
configure IIS to run in 32-bit mode. For details, see Knowledge Base article 20915 (http://
support.platespin.com/kb2/Article.aspx?id=20915).
1.3.2 Prerequisites for Windows Server 2008 Systems
Before starting the installation of the Portability Suite Server on a Windows Server 2008 system,
ensure that the prerequisite .NET Framework and Web Server (IIS 7.0) features, roles, and services
are installed on the intended Portability Suite Server host.
Download Microsoft .NET Framework 3.5 SP1 from the Microsoft Download Center (http://
www.microsoft.com/downloads/details.aspx?FamilyId=AB99342F-5D1A-413D-8319-
81DA479AB0D7).
The following procedures assume that you are installing the required items for the first time
following the installation of the operating system. For detailed information, see your Windows
documentation.
“Installing Web Server (IIS 7.0) and the Required Role Services” on page 12
“Installing .NET 3.0 Features” on page 13
Installing Web Server (IIS 7.0) and the Required Role Services
1Log in to your intended Portability Suite Server host using the built-in Administrator account,
also known as Local User Administrator (LUA), and launch the Server Manager (Start >
Administrative Tools > Server Manager).
2Use the Server Manager’s Add Roles Wizard to install the Web Server (IIS 7.0) role (in the
Server Manager (hostname) tree in the left pane, right-click Roles and select Add Roles).
3At the wizard’s prompt, select to install also the required Web Server dependencies (Windows
Process Activation Service along with the Process Model and Configuration APIs items).
4On the wizard’s Role Services page, select to install the following services:
In the Web Server group:
Items under the Common HTTP Features node: Static Content, Default Document,
Directory Browsing, HTTP Errors, and HTTP Redirection.

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Items under the Application Development node: ASP.NET, .NET Extensibility, ISAPI
Extensions, and ISAPI Filters.
Items under the Security node: Basic Authentication, Windows Authentication, Digest
Authentication, Client Certificate Mapping Authentication, IIS Client Certificate
Mapping Authentication, URL Authorization, Request Filtering, and IP and Domain
Restrictions.
In the Management Tools group:
IIS Management Console
IIS Management Scripts and Tools
Management Service
Items under the IIS 6 Management Compatibility node: IIS 6 Metabase
Compatibility, IIS 6 WMI Compatibility, IIS 6 Scripting Tools, IIS 6 Management
Console
5Review your selections and complete the installation.
Installing .NET 3.0 Features
1Log in to your intended Portability Suite Server host using the built-in Administrator account,
also known as Local User Administrator (LUA), and launch the Server Manager (Start >
Administrative Tools > Server Manager).
2Use the Server Manager’s Add Features Wizard to install the required .NET Framework 3.0
features (in the Server Manager (hostname) tree in the left pane, right-click Features and select
Add Features).
3On the wizard’s Select Features page, select the .NET Framework 3.0 Features item.
This automatically selects all items in that group: .NET Framework 3.0, XPS Viewer, and WCF
Activation (along with the HTTP Activation and Non-HTTP Activation subitems).
4Review your selections and complete the installation.
1.3.3 Enabling Support for FIPS-Compliant Data Encryption
Algorithms (Optional)
Portability Suite supports data encryption algorithms that are compliant with FIPS (Federal
Information Processing Standards, Publication 140-2).
If compliance with FIPS is required, it must be enabled on the intended Portability Suite Server host
prior to the installation of the Portability Suite Server. This is because Portability Suite runs in FIPS-
compliant mode only if it detects that a workload’s operating system is running in FIPS-compliant
mode.
NOTE: FIPS-compliant mode has a performance impact and might slow down the data transfer rate
up to 30%.
To enable FIPS-compliant algorithms:
1On your Portability Suite Server host, install the Microsoft .NET Framework security update
KB928365 released on July 10 2007 (http://support.microsoft.com/kb/928365).

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2Enable FIPS-compliant algorithms in the security options of your Portability Suite host’s local
security policies:
2a Run
secpol.msc and browse to Local Policies > Security Options.
2b Enable the System cryptography: Use FIPS compliant algorithms for encryption security
option.
3Configure ASP.NET for FIPS support:
3a Access the
machine.config file located in the following directory of your Portability
Suite Server host:
..Windows\Microsoft.Net\Framework\vX.X.XXXXX\Config
3b Add the following under the <system.web> element:
<machineKey validationKey="AutoGenerate,IsolateApps"
decryptionKey="AutoGenerate,IsolateApps" validation="3DES"
decryption="3DES"/>
4Save the machine.config file.
1.4 Installing Portability Suite Software
Components
Section 1.4.1, “Starting the Portability Suite Installation Launcher,” on page 14
Section 1.4.2, “Installing the Database Server,” on page 15
Section 1.4.3, “Installing the Portability Suite Server,” on page 15
Section 1.4.4, “Installing the Portability Suite Client,” on page 16
1.4.1 Starting the Portability Suite Installation Launcher
1Download the PortabilitySuiteSetup-8.1.0.xxxx.exe installation program and save it
on your intended Portability Suite Server host.
2Run the installation program, specify a location for the temporary setup files, then click Next.
The installation program extracts the required files and opens the Installation Launcher
window:

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If you intend to use the Microsoft SQL Server 2005 Express Edition distributed with Portability
Suite, install it first. If you intend to use an existing SQL Server 2005 database, skip the
database installation and install the Portability Suite Server.
1.4.2 Installing the Database Server
If you do not have a Microsoft SQL Server 2005 database engine, you can install a copy of
Microsoft SQL Server 2005 Express Edition included in your Portability Suite software distribution.
To install Microsoft SQL Server 2005 Express Edition:
1On your intended database server host, start the Portability Suite Installation Launcher. See
“Starting the Portability Suite Installation Launcher” on page 14.
2Click Install SQL Server and follow the on-screen instructions.
The program installs the database server and the database instances required for the operation
of PlateSpin®Migrate or PlateSpin®Protect products.
1.4.3 Installing the Portability Suite Server
1Make sure that your intended Portability Suite Server host meets the minimum system
requirements. See “System Requirements for Portability Suite Server Hosts” on page 10.
2Make sure that your intended Portability Suite Server host has the necessary prerequisite
software installed. See “Installation Prerequisites for Portability Suite Server Hosts” on
page 11.
3On your intended Portability Suite Server host, start the Portability Suite Installation Launcher.
See “Starting the Portability Suite Installation Launcher” on page 14.
4Click Install Server and following the on-screen instructions.
The installation program starts the installation process and prompts you to specify a database
server and instance:

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5Do one of the following:
(Conditional) If you are using a local database server included in your Portability Suite
software distribution (default option), leave the default selection
(local)\PORTABILITYSUITE in the drop-down list and leave the default
sa credentials. If
you subsequently move your Portability Suite database instance or change your SQL
Server password, you must reset the Portability Suite database connection settings. See
Knowledge Base article Q21119 (http://support.platespin.com/kb2/
article.aspx?id=21119).
(Conditional) If you are using a remote database server, click Browse to select from a list
of available database servers in the network. Specify the database in the following format:
database_server\database_instance_name
6Click Validate Server to validate your database credentials for the selected database server.
7Click Next and follow the on-screen instructions.
The installation program installs and prepares the Portability Suite Server software to run.
NOTE: This process might take several minutes to complete.
1.4.4 Installing the Portability Suite Client
You have two installation options for the Portability Suite Client:
Installing the Client from within the Installation Launcher: Use this option to install the
Client on the same host with your Portability Suite Server immediately after the completion of
the Server installation.
or
Downloading the Client from your Portability Suite Server: Use this option to install the
Client on a remote host using a Web browser at any time after the completion of the Server
installation.
To install the Portability Suite Client from within the Installation Launcher:
1Complete the Server installation. See “Installing the Portability Suite Server” on page 15.
2In the Installation Launcher window, click Install Client and follow the on-screen instructions.
The installation program installs and configures the Portability Suite Client, preparing it to run.

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To install the Client by downloading it from your Portability Suite Server:
1Complete the Portability Suite Server installation. See “Installing the Portability Suite Server”
on page 15.
2Make sure your intended Portability Suite Client host meets the minimum system requirements.
See “System Requirements for Portability Suite Client Hosts” on page 11.
3On your intended Portability Suite Client host, open a Web browser and navigate to the
following URL:
http:// server_host /PortabilitySuite
Replace server_host with the actual name or IP address of your Portability Suite Server host. If
the Portability Suite Server is installed on the local computer, replace server_host with
localhost . If SSL is enabled, use the https protocol in the URL.
The browser loads the Portability Suite Server’s home page:
4Click the Portability Suite Client download link, download the Portability Suite Client
software, and install it by following the on-screen instructions.
To start the client, click Start > Programs > PlateSpin > Portability Suite. When you install and
launch the Portability Suite Client for the first time, the License Wizard opens and prompts you to
activate your copy of the software. For help with product licensing, see “Portability Suite Product
Licensing” in your Configuration Guide.
1.5 Checking for Software Updates
When the Portability Suite Client starts, it automatically checks the current version of the product
and displays any available updates in the Update Availability dialog box.
To prevent the system from automatically checking for updates every time:
1In the Update Availability dialog box, select the Do not check for update at startup option.
2Click OK.
To re-enable automatic software update checks:
1In the Portability Suite Client, click Tools > Options.
2In the General tab, select Restore Defaults.
3Click OK.

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To manually check for version updates:
1In the Portability Suite Client, click Help > Check for Update.
The system checks the current version of the product and shows updates if they are available.
To download a specific software update or hotfix, follow the provided URL.

Upgrading Portability Suite Software
2
19
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2
Upgrading Portability Suite
Software
Section 2.1, “Portability Suite Products Upgradable to 8.1,” on page 19
Section 2.2, “Before Upgrading Portability Suite Software,” on page 19
Section 2.3, “Upgrade Procedure,” on page 20
2.1 Portability Suite Products Upgradable to 8.1
You can use your PlateSpin®Portability Suite version 8.1 installation program to upgrade:
PlateSpin®Portability Suite products (PlateSpin®Migrate and PlateSpin®Protect), versions
8.0 and later
PlateSpin®PowerConvert®, versions 7.0 and later
2.2 Before Upgrading Portability Suite Software
Section 2.2.1, “Backing Up the Portability Suite Database Files,” on page 19
Section 2.2.2, “Minimizing the Disruption of Existing Workload Protection Contracts,” on
page 20
2.2.1 Backing Up the Portability Suite Database Files
During an upgrade, the Portability Suite installation program transparently exports data from the
existing Portability Suite database and reimports it into a new database instance as required.
However, as an additional measure of precaution, consider backing up your Portability Suite data
prior to the upgrade.
You can back up your data by either making copies of your SQL Server database files or by
exporting your data from the Portability Suite Server to a temporary location.
“Making Copies of your SQL Server Database Files” on page 19
“Exporting Data from the Portability Suite Server Database” on page 20
Making Copies of your SQL Server Database Files
1On your Portability Suite Server host, stop MS SQL services:
1a On the Start menu, click Run, type
services.msc , then click OK.
1b In the Services window, right-click the SQL Server items, then select Stop.
2Copy all
*.mdf and *.ldf files located in your ..\Program Files\PlateSpin
Portability Suite Server\Database
directory to a location outside the product
installation directory.
3Restart MS SQL services that you stopped in Step 1.
Proceed with the upgrade, as detailed in “Upgrade Procedure” on page 20.

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Exporting Data from the Portability Suite Server Database
1In your Portability Suite Server’s bin directory ( ..\PlateSpin Portability Suite
Server\bin
), execute the following command:
PortabilitySuite.ImportExport.exe /export /forceall /dir=c:\temp
Depending on the amount of data, this might take several minutes to complete.
2(Optional) If you have more than one Portability Suite Network to recover, run the command
for each Portability Suite Network. Use the following syntax:
PortabilitySuite.ImportExport.exe /export /forceall /network=network_name
/dir=c:\temp\network_name
2.2.2 Minimizing the Disruption of Existing Workload
Protection Contracts
The Block-based Transfer Component included in Portability Suite version 8.1 is incompatible with
the component’s earlier versions, which were distributed with Portability Suite version 8.0.0 and
earlier, including the former PowerConvert product.
During the Portability Suite Server upgrade process, existing workload protection contracts
(ongoing workload synchronizations of Protect jobs) that are configured to use the Block-based
Transfer Component are suspended until the component on your protected (source) workloads is
upgraded, too. After the upgrade, source workloads are rebooted.
To minimize the disruption of existing workload protection contracts that use the Block-based
Transfer Component, perform the product upgrade during a planned maintenance window. After the
product upgrade is complete, upgrade the Block-based Transfer Component and resume
synchronization schedules. See “Manually Installing and Uninstalling Block-Based Components” in
your User Guide.
2.3 Upgrade Procedure
1(Optional) Back up your database files. See “Before Upgrading Portability Suite Software” on
page 19.
2Use the Windows Control Panel to uninstall your Portability Suite Client. Do not uninstall your
Portability Suite Server.
3On your Portability Suite Server host, start the
PortabilitySuiteSetup-8.1.0.xxxx.exe
installation program.
4Click Install Server and follow the on-screen instructions. When you are prompted to specify a
database instance, point the installation program to your existing Portability Suite Server
database instance.
5Install the current version of the Portability Suite Client. See “Installing the Portability Suite
Client” on page 16.