=========================================================== = ARKEIA V5.2 TO V5.3 MIGRATION PROCEDURE READ ME = = = = This file is the READ ME for the migration = = procedure from Arkeia v5.2.x to Arkeia v5.3.x = = = = Version 1.0 released on 2004-12-02 = = = = Copyright (c) 2004 by Arkeia Corporation, = = All Rights Reserved. = = = =========================================================== =========================================================== = WARNING!! = =========================================================== = PLEASE NOTE: = = = = While Arkeia Corporation has tried to provide a = = complete and fairly "safe" migration procedure for its = = products, your should be aware that this = = procedure can have potentially destructive effects = = on existing Arkeia v5.2.x servers. = = = = ARKEIA CORPORATION RECOMMENDS THAT YOU READ AND = = UNDERSTAND THIS FILE BEFORE ATTEMPTING THE MIGRATION = = PROCEDURE. = = = = FURTHERMORE, ARKEIA CORPORATION DISCLAIMS ANY LIABILITY = = FOR THE LOSS OF DATA RESULTING FROM THE USE OF THIS = = PROCEDURE. EXCEPT WHEN OTHERWISE STATED IN WRITING = = ARKEIA CORP AND/OR OTHER PARTIES PROVIDE THE PROGRAM "AS= = IS" WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESSED OR = = IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED = = WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A = = PARTICULAR PURPOSE. THE ENTIRE RISK AS TO THE QUALITY = = AND PERFORMANCE OF THE PROGRAM IS WITH YOU. = =========================================================== = WARNING!! = =========================================================== TABLE OF CONTENTS ================= 1. What is the migration procedure? 2. Obtaining the migration procedure. 3. Running the migration procedure on a server. 3.0 Keep a copy of the v5.2.x configuration. 3.1 Required operations before migration. 3.2 Upgrade the arkeia server backup to v5.3.x 3.3 Running the migration procedure 3.4 Tasks to be performed after the migration. 3.5 Test the migrated new version. 4. Running the migration procedure on a client. 5. How to obtain help on the migration procedure. 1. What is the migration procedure? =================================== The Arkeia migration procedure is designed to ease the transition from Arkeia 5.2 to Arkeia 5.3 This migration procedure can be run manually or by script. It is designed to preserve the maximum amount of user information and configuration parameters, so that the existing v5.2.x configuration will be carried over to the new 5.3.x version of Arkeia, with minimal adjustment by the system administrator. The Arkeia backup protocol has been changed to improve performance. The performance gain depends on your directory structure, the number of files you are backing up, the file size, and many other more minor characteristics. To get benefits of the new protocol, you must upgrade the Arkeia client package residing on computers whose performance you want to improve. However, if you do not upgrade the client part, Arkeia will continue to use the old protocol, and your backup will continue to work normally. Applying the migration procedure to an existing Arkeia v5.2.x server allows the administrator to transfer the following information to the Arkeia 5.3.x server: -- FILE Tape configuration. -- Journal file name format. -- New GUI skin. -- New client/server backup protocol. 2. Obtaining the migration procedure. ===================================== The Arkeia migration procedure from the following sources: - the Arkeia Corporation web site, at the following URL: http://www.arkeia.com - the 5.3 arkeia backup server packages, where it can be found in the following directory: /opt/arkeia/bin/migration The procedure is installed by default at the same time as the Arkeia server. PLEASE NOTE: The Arkeia v5.2 license must be upgraded to an Arkeia v5.3 license or the migration procedure will not be able to work properly. Please contact the Arkeia Sales Team for more information. 3. Running the migration procedure on an Arkeia server. ======================================================= The migration procedure requires these steps: - Make a copy of the v5.2 configuration, for safety. - Close down Arkeia processes. - Run the migration, either manually or by script. - Delete the GUI preferences file. - Test the new version. 3.0 Keep a copy of the Arkeia v5.2 configuration ------------------------------------------------ The automatic procedure makes a copy of the arkeia parts that will be migrated. We suggest you to make a copy yourself before starting modifications. * Make your own copy of the following directory (a) The Arkeia tape cartridge directory: /opt/arkeia/server/dbase/f3tape (b) The arkeia journal files in the server directory /opt/arkeia/server/server* PLEASE NOTE: Although the automatic procedure will make these copies, it is absolutely ESSENTIAL to make them BEFORE the migration procedure itself is launched IF THE MIGRATION FAILS, AND YOU HAVE NOT MADE THESE COPIES, YOU MAY LOSE ALL YOUR BACKED UP DATA!! 3.1 Required operations before the migration -------------------------------------------- The following operations must be performed BEFORE attempting the migration of an Arkeia v5.2.x server to an Arkeia v5.3.x: * Stop all the Arkeia v5.2.x processes: (a) Stop all jobs and backup, restore or verification operations. (b) Stop all library processes (Library management + stop library) (all arkvlib, arklib processes must be stopped). (c) Quit the Arkeia v5.2.x GUI. (No "arktrans" processes should be left running). 3.2 Upgrade the arkeia server backup to v5.3.x ---------------------------------------------- For the moment, upgrade only the Arkeia backup server v5.2 using rpm package or .tar.gz * Stop Arkeia v5: Arkeia version 5 must be stopped BEFORE the migration procedure can be started. To do this, enter this command as root: /opt/arkeia/bin/arkboot stop Check that all the Arkeia processes have been stopped by entering this command as root: ps -faxuw | grep ark 3.3 Starting the migration -------------------------- The migration can be run as a script, or manually. 3.3.1 Running the migration procedure script -------------------------------------------- To run the migration procedure, simply enter the following command as root: /opt/arkeia/bin/migration/arkmigrate-52-53 The following options must be supplied on the command line: --path [VALUE] Arkeia v5.2.x root directory. (Default is : /opt/arkeia). For example, the following command, entered as root, would perform a valid migration from the Arkeia v5.2.x to the new Arkeia v5.3.x, located in the directory /usr/local/arkeia /opt/arkeia/bin/migration/arkmigrate --path /usr/local/arkeia Follow the instructions printed on the screen to complete the migration. 3.3.2 Manual migration procedure -------------------------------- The steps needed to manually migrate from v5.2 to v5.3 are: - Rename the log files. - Modify the tape file definitions. I) Changing the journal filename format --------------------------------------- To have a log which spans more than one year, the names of the journal files must be modified. a) cat /etc/opt/arkeia/ARKEIA_DIR => /opt/arkeia (This is the standard RPM installation). b) cd /opt/arkeia/server/ c) head server_10.jl2 A 2004/10/08 16:44:53 I02900005 B1097246693 Start of total backup: ... d) So you must rename server_10.jl2 to server_2004_10.jl2 mv server_10.jl2 server_2004_10.jl2 This operation allows you to see the full log by month. II) Modification of the "Tape File" ----------------------------------- You can simulate a tape with "TapeFile", which allows you to write to a disk instead of a real tape. Now, in 5.3, you can easily define the size of the tape and the path of the tape. In order to write TapeFiles, you have to modify the definition of the TapeFile. a) cd /opt/arkeia/server/dbase ; tar cvf f3tape52.tar f3tape b) cd /opt/arkeia/server/dbase/f3tape c) grep FILE tp*/*lst tpdir20/tp41a3888b.lst:TP_TYPE "FILE 1GB" tpdird/tp41a3880e.lst:TP_TYPE "FILE 20MB" This tells you that the first TapeFile is 1GB, and the second TapeFile is 20MB. The file size values may be different in your installation. d) To make your TapeFiles compatible with 5.2, you must open tpdir20/tp41a3888b.lst with a simple text editor (vi for instance). Then : - change TP_TYPE "FILE 1GB" to TP_TYPE "FILE" - add a line CAPACITY "1000". The capacity is in MB. - add a line SIZESEG "100000". SIZESEG is CAPACITY * 100 For the second TapeFile, the size is 20 MB, so CAPACITY must be set to 2000 and SIZESEG to 20000. The TapeFiles from 5.2 are now compatible with 5.3. 3.4 Tasks to be performed after the migration --------------------------------------------- Do not forget to install the v5.3 license using the Arkeia GUI (Graphical User Interface). Graphical user interface preference file: The file $HOME/.xarkeia/xarkeia.prf is the preference file of the xarkeia user interface. It allows you to choose the language, the skin, and so on of the interface. The formats of xarkeia.prf in 5.2.x and 5.3 are not fully compatible. In order to avoid strange behavior of the GUI, you have to remove the preference file. a) Save $HOME/.xarkeia/xarkeia.prf to $HOME/.xarkeia/xarkeia.prf52 b) Launch the xarkeiad (check that you are using a 5.3.x version), and configure the language and the skin. These modifications are saved in the new $HOME/.xarkeia/xarkeia.prf file. 3.5 Testing the migrated information ------------------------------------ We recommend that you test the Arkeia v5 server using the migrated information. To do this, follow the steps below: -- File library inventory: -- Start a small backup using file tape. -- Check that you can still view the old month journal. 4. Running the migration procedure on a client machine. ======================================================= There is no need to immediately migrate the client to Arkeia version 5.3: an Arkeia version 5.3 server is backward-compatible and can backup and restore data to v5.2.x clients. However, If you want to achieve the performance improvements of the new backup protocol, you should migrate the clients to version 5.3. Simply install the version 5.3 client over the existing version 5.2 client. 5. Obtaining help on the migration procedure. ============================================= For any problems or issues regarding the migration procedure from Arkeia v5.2.x to Arkeia v5.3.x, please contact the Arkeia Technical Support Team. The web page for the Technical Support Team is: http://www.arkeia.com/support.html Thank you for using Arkeia version 5. We hope this migration procedure will be useful to you! Arkeia Corp.