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QoreStor 7.1.0 - Installation Guide

Upgrade overview

The in-place upgrade process utilizes a bootable image that can be used with either a USB key or as iDRAC virtual media. The image includes:

  • Oracle Linux 7.3
  • QoreStor 7.1.0.245
  • Upgrade and migration scripts.

The migration requires that you boot the DR Series system to the migration image. At that point, the installer will capture your DR Series settings and configuration, install the operating system and QoreStor application, and import your storage and configuration details. After the installation, QoreStor will be in maintenance mode for some time while consistency checks are performed.

After migration, the QoreStor server will contain two default accounts, with the default credentials as listed below. You must change the default credentials upon logging in.

  • root - the default password is generated in the format of "qorestor-<SERVICE TAG>". As an example, a machine with a service tag of 2ZQYBX1 would have a default root password of qorestor-2ZQYBX1. Root logins over SSH are disabled. Only console logins are allowed.
  • qsservice - the default password is "changeme", and must be changed after logging in.

IMPORTANT: You must have a valid QoreStor license sufficient for the converted capacity before beginning the conversion process.

Prerequisites for migration

Before migrating your DR Series appliance to QoreStor, ensure that the following prerequisites are met:

  • You must have a valid QoreStor license for the desired capacity prior to migration. The converted QoreStor server must be licensed before operations can resume. Contact Quest Sales to ensure that you have the appropriate licensing.
  • Your DR Series appliance must be one of the versions below supported for migration:
    • DR4100 (with WAM-2)
    • DR4300
    • DR4300e
    • DR6000 (with WAM-2)
    • DR6300
  • Your DR Series software version must be updated with build 4.0.4. This build includes preparation scripts necessary for the migration.
  • The configurations below are not supported by the migration process, and will cause the migration pre-checks to fail.

    • Storage groups containing more than 63 containers
    • Cascaded replications
    • Fibre channel connections.
    • Rapid Air Gap

      NOTE: This list is not exhaustive. Any configuration that causes the migration pre-checks to fail must be corrected before migration can continue.

  • Your DR Series is recommended to be connected to the internet.
  • All data ingests must be completed.

Preparing your DR Series for migration

Before migrating your DR Series system to QoreStor 7.1.0.245, install the DR Series upgrade file 4.0.4 using the following steps.

Upgrading your DR Series software

You can obtain the latest DR Series system software binary package from the Quest website. You would then upload this file in the DR Series system GUI for the system software upgrade.

NOTE: The DR Series system only supports the copying of upgrade images and diagnostics files to and from the system using WinSCP. The DR Series system does not support the copying or deleting of any other file types using WinSCP. To use WinSCP to copy DR Series software upgrade and diagnostics log files, ensure that the File Protocol mode is set to SCP (Secure Copy) mode.

NOTE: You can use other SCP tools with the DR Series system, but you cannot use these other SCP tools to copy other types of files to or from the DR Series system.

To upgrade the DR Series system software, complete the following steps.

  1. Using your browser, go to support.quest.com/dr-series, select your specific DR model and then navigate to Download Softwareand click See All Downloads.
  2. Under Upgrade File, locate the version you want to download, and click the Download button. If you are not logged in, you may be prompted to log in with your registered Quest account.
  3. Save the latest system software upgrade file to a network location accessible by the DR Series system that is running the browser session started by the DR Series administrator.
  4. In the DR Series system GUI, in the left navigation menu, click Support > Software Upgrade.

    The Software Upgrade page is displayed.

  5. Click the button, Select DR Binary Package.
  6. Browse to the location of the of the file you downloaded , select the file, and click Open. The system verifies that the file is the proper format.
  7. Once the file has been uploaded, on the Software Upgrade page, click Start Upgrade.

Preparing for migration

After updating the DR Series software to patch 4.0.4, follow the steps below to prepare your DR Series for migration.

  1. [Optional] From the DR command line interface, run the command below. This command evaluates the system to ensure that migration requirements are met. These pre-checks are also performed by the --prepareMigration command during the preparation process. 
    maintenance --hardware --migrationPreChecks
  2. From the DR command line interface, run the command below. 
    maintenance --hardware --prepareMigration

    The prompt below will be displayed

    This operation will make the filesystem read-only until migrated to QS and pause all active replications.
    Do you want to continue (yes/no) [n]?
  3. Type "y" to continue, "n" to exit. The preparation process will continue, and the DR Series will shutdown when complete.

Performing the DR Series Migration

Follow the steps in the sections below to migrate your DR Series appliance. You may boot the image using either a USB key or as virtual media using iDRAC.

Creating the DR Series Migration USB

To create a DR Series Migration Image USB key, you must first contact Quest Sales to ensure proper licensing and obtain the DR Series Migration Image (.iso file). You may then transfer the image to a USB key. The USB key must be a minimum of 8 GB (Gigabytes) in size or larger.

Windows USB image tools can be used to transfer the DR Series Migration Image when they meet the following conditions:

  • Support using the .iso file format
  • Support using a direct block-to-block device copy to ensure that the USB key is bootable

NOTE: There are no system-provided Windows® utilities for creating a bootable USB drive from an IMG file. Follow the instructions for your third-party application.

To transfer the DR Series Migration Image to the USB key on a Linux or Unix system, perform the following:

  1. Copy the downloaded DR Series Migration Image iso file to a Linux or Unix system.
  2. Insert the USB key into an available USB port on the Linux or Unix system. Make note of the device name that is reported by the operating system (for example, /dev/sdc4).
  3. Do not locally mount the USB device to a file system at this time.
  4. Copy the DR Series Migration Image to the USB key using the dd command, where sdX is the device name for the USB key:
    dd if=QoreStor_Migration_7.1.0.245.iso of=/dev/sdX bs=1M

    For example:

    dd if=/root/QoreStor_Migration_7.1.0.245.iso of=/dev/sdc4 bs=4096

Migrating your DR Series Appliance using a USB key.

  1. Insert the DR Series Migration Image USB key into an available USB port on the system.
  2. Boot the DR Series system using the DR Series Migration Image USB key.
  3. During the time when the Power-On Self-Test (POST) screen displays, press F11 to load the Boot Manager.
  4. Within the Boot Manager, navigate to the system hard drive (C:), select the USB key as the boot device, and press <Enter>.
  5. The DR Series Migration Image loads and immediately begins the migration.
  6. After multiple reboots, QoreStor will initially be maintenance mode to fix refcounts, after which the server will move to operational mode.
  7. Refer to the section Initial login and changing your password for information on accessing QoreStor for the first time. Refer to Configuring QoreStor with the Configuration Menu for information on making any required configuration changes.
  8. After migration, the QoreStor server will contain two default accounts, with the default credentials as listed below. You must change the default credentials upon logging in.

    • root - the default password is generated in the format of "qorestor-<SERVICE TAG>". As an example, a machine with a service tag of 2ZQYBX1 would have a default root password of qorestor-2ZQYBX1. Root logins over SSH are disabled. Only console logins are allowed.
    • qsservice - the default password is "changeme", and must be changed after logging in.

Migrating your DR Series Appliance using iDRAC virtual media.

The iDRAC connection requires a network connection between the integrated Dell Remote Access Control (iDRAC) management port on the DR Series system and another computer running the iDRAC remote console session in a supported browser. Refer to the section iDRAC connection in the DR Series System Administrator's Guide.

  1. Using the iDRAC web interface, open the Virtual Console.
  2. Click on Virtual Media, then Launch Virtual Media.
  3. Click Add Image. Select the DR Series Migration Image iso file, then click Open.
  4. Select Mapped for connect the virtual image to the DR Series appliance.
  5. Restart the system. During the time when the Power-On Self-Test (POST) screen displays, press F11 to load the Boot Manager.
  6. Within the Boot Manager, navigate to the system hard drive (C:), select the USB key as the boot device, and press <Enter>.
  7. The DR Series Migration Image loads and immediately begins the migration.
  8. After multiple reboots, QoreStor will initially be maintenance mode to fix refcounts, after which the server will move to operational mode.
  9. Refer to the section Initial login and changing your password for information on accessing QoreStor for the first time. Refer to Configuring QoreStor with the Configuration Menu for information on making any required configuration changes.
  10. After migration, the QoreStor server will contain two default accounts, with the default credentials as listed below. You must change the default credentials upon logging in.

    • root - the default password is generated in the format of "qorestor-<SERVICE TAG>". As an example, a machine with a service tag of 2ZQYBX1 would have a default root password of qorestor-2ZQYBX1. Root logins over SSH are disabled. Only console logins are allowed.
    • qsservice - the default password is "changeme", and must be changed after logging in. .

Post-migration configurations and considerations

Some configuration data is not maintained during the migration. After the migration completes, some additional configurations may be required.

  • Domain membership is not maintained. Your new QoreStor system must be added to your domain after the migration. Refer to Configuring Active Directory Settings in the QoreStor User Guide.
  • Advanced network configurations, such as MTU configurations and NIC bonding must be reconfigured.
  • Any network changes made in the sysctl.conf filemust be reconfigured after migration.
  • In addition, QoreStor uses different data display conventions than the DR Series. Historical data for DR Series graphs not used in QoreStor is not maintained after migration.
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