InfoScale™ 9.0 Storage Foundation and High Availability Configuration and Upgrade Guide - Solaris

Last Published:
Product(s): InfoScale & Storage Foundation (9.0)
Platform: Solaris
  1. Section I. Introduction to SFHA
    1. Introducing Storage Foundation and High Availability
      1. About Storage Foundation High Availability
        1.  
          About Veritas Replicator Option
      2.  
        About InfoScale Operations Manager
      3. About Storage Foundation and High Availability features
        1.  
          About LLT and GAB
        2.  
          About I/O fencing
        3.  
          About global clusters
      4.  
        About Services and Operations Readiness Tools (SORT)
      5. About configuring SFHA clusters for data integrity
        1.  
          About I/O fencing for SFHA in virtual machines that do not support SCSI-3 PR
        2. About I/O fencing components
          1.  
            About data disks
          2.  
            About coordination points
          3.  
            About preferred fencing
  2. Section II. Configuration of SFHA
    1. Preparing to configure
      1. I/O fencing requirements
        1.  
          Coordinator disk requirements for I/O fencing
        2.  
          CP server requirements
        3.  
          Non-SCSI-3 I/O fencing requirements
    2. Preparing to configure SFHA clusters for data integrity
      1. About planning to configure I/O fencing
        1.  
          Typical SFHA cluster configuration with server-based I/O fencing
        2.  
          Recommended CP server configurations
      2. Setting up the CP server
        1.  
          Planning your CP server setup
        2.  
          Installing the CP server using the installer
        3.  
          Configuring the CP server cluster in secure mode
        4.  
          Setting up shared storage for the CP server database
        5.  
          Configuring the CP server using the installer program
        6. Configuring the CP server manually
          1.  
            Configuring the CP server manually for HTTPS-based communication
          2.  
            Generating the key and certificates manually for the CP server
          3.  
            Completing the CP server configuration
        7. Configuring CP server using response files
          1.  
            Response file variables to configure CP server
          2.  
            Sample response file for configuring the CP server on single node VCS cluster
          3.  
            Sample response file for configuring the CP server on SFHA cluster
        8.  
          Verifying the CP server configuration
    3. Configuring SFHA
      1. Configuring Storage Foundation High Availability using the installer
        1.  
          Overview of tasks to configure SFHA using the product installer
        2.  
          Required information for configuring Storage Foundation and High Availability Solutions
        3.  
          Starting the software configuration
        4.  
          Specifying systems for configuration
        5.  
          Configuring the cluster name
        6.  
          Configuring private heartbeat links
        7.  
          Configuring the virtual IP of the cluster
        8.  
          Configuring SFHA in secure mode
        9. Configuring a secure cluster node by node
          1.  
            Configuring the first node
          2.  
            Configuring the remaining nodes
          3.  
            Completing the secure cluster configuration
        10.  
          Adding VCS users
        11.  
          Configuring SMTP email notification
        12.  
          Configuring SNMP trap notification
        13.  
          Configuring global clusters
        14.  
          Completing the SFHA configuration
        15.  
          About the License Audit Tool
        16. Verifying and updating licenses on the system
          1.  
            Checking licensing information on the system
          2.  
            Replacing a SFHA keyless license with another keyless license
          3.  
            Replacing a SFHA keyless license with a permanent license
      2.  
        Configuring SFDB
    4. Configuring SFHA clusters for data integrity
      1. Setting up disk-based I/O fencing using installer
        1.  
          Initializing disks as VxVM disks
        2. Checking shared disks for I/O fencing
          1.  
            Verifying Array Support Library (ASL)
          2.  
            Verifying that the nodes have access to the same disk
          3.  
            Testing the disks using vxfentsthdw utility
        3.  
          Configuring disk-based I/O fencing using installer
        4.  
          Refreshing keys or registrations on the existing coordination points for disk-based fencing using the installer
      2. Setting up server-based I/O fencing using installer
        1.  
          Refreshing keys or registrations on the existing coordination points for server-based fencing using the installer
        2. Setting the order of existing coordination points for server-based fencing using the installer
          1.  
            About deciding the order of existing coordination points
          2.  
            Setting the order of existing coordination points using the installer
      3.  
        Setting up non-SCSI-3 I/O fencing in virtual environments using installer
      4.  
        Setting up majority-based I/O fencing using installer
      5.  
        Enabling or disabling the preferred fencing policy
    5. Manually configuring SFHA clusters for data integrity
      1. Setting up disk-based I/O fencing manually
        1.  
          Removing permissions for communication
        2.  
          Identifying disks to use as coordinator disks
        3.  
          Setting up coordinator disk groups
        4.  
          Creating I/O fencing configuration files
        5.  
          Modifying VCS configuration to use I/O fencing
        6.  
          Verifying I/O fencing configuration
      2. Setting up server-based I/O fencing manually
        1.  
          Preparing the CP servers manually for use by the SFHA cluster
        2.  
          Generating the client key and certificates manually on the client nodes
        3. Configuring server-based fencing on the SFHA cluster manually
          1.  
            Sample vxfenmode file output for server-based fencing
        4.  
          Configuring CoordPoint agent to monitor coordination points
        5.  
          Verifying server-based I/O fencing configuration
      3. Setting up non-SCSI-3 fencing in virtual environments manually
        1.  
          Sample /etc/vxfenmode file for non-SCSI-3 fencing
      4. Setting up majority-based I/O fencing manually
        1.  
          Creating I/O fencing configuration files
        2.  
          Modifying VCS configuration to use I/O fencing
        3.  
          Verifying I/O fencing configuration
    6. Performing an automated SFHA configuration using response files
      1.  
        Configuring SFHA using response files
      2.  
        Response file variables to configure SFHA
      3.  
        Sample response file for SFHA configuration
    7. Performing an automated I/O fencing configuration using response files
      1.  
        Configuring I/O fencing using response files
      2.  
        Response file variables to configure disk-based I/O fencing
      3.  
        Sample response file for configuring disk-based I/O fencing
      4.  
        Response file variables to configure server-based I/O fencing
      5.  
        Sample response file for configuring server-based I/O fencing
      6.  
        Response file variables to configure non-SCSI-3 I/O fencing
      7.  
        Sample response file for configuring non-SCSI-3 I/O fencing
      8.  
        Response file variables to configure majority-based I/O fencing
      9.  
        Sample response file for configuring majority-based I/O fencing
  3. Section III. Upgrade of SFHA
    1. Planning to upgrade SFHA
      1.  
        About the upgrade
      2.  
        Supported upgrade paths
      3.  
        Considerations for upgrading SFHA to 9.0 on systems configured with an Oracle resource
      4. Preparing to upgrade SFHA
        1.  
          Getting ready for the upgrade
        2.  
          Creating backups
        3. Pre-upgrade planning when VVR is configured
          1.  
            Considerations for upgrading SFHA to 7.4 or later on systems with an ongoing or a paused replication
          2. Planning an upgrade from the previous VVR version
            1.  
              Planning and upgrading VVR to use IPv6 as connection protocol
          3.  
            Additional settings for using VVR in a localized environment
        4. Preparing to upgrade VVR when VCS agents are configured
          1. Freezing the service groups and stopping all the applications
            1.  
              Determining the nodes on which disk groups are online
          2.  
            Preparing for the upgrade when VCS agents are configured
        5.  
          Verifying that the file systems are clean
        6.  
          Upgrading the array support
      5.  
        Considerations for upgrading REST server
      6.  
        Using Install Bundles to simultaneously install or upgrade full releases (base, maintenance, rolling patch), and individual patches
    2. Upgrading Storage Foundation and High Availability
      1. Upgrading Storage Foundation and High Availability to 9.0 using the product installer
        1.  
          Upgrading the operating system
        2.  
          Upgrading Storage Foundation and High Availability with the product installer
      2. Upgrading Volume Replicator
        1. Upgrading VVR without disrupting replication
          1.  
            Upgrading VVR sites for InfoScale 7.3.1
          2.  
            Upgrading VVR sites with InfoScale 7.4 or later
          3.  
            Upgrading VVR sites in VCS control for InfoScale 7.3.1
          4.  
            Upgrading VVR sites in VCS control for InfoScale 7.4 or later
          5.  
            Post-upgrade tasks for VVR sites
      3.  
        Upgrading language packages
      4.  
        Upgrading SFDB
    3. Performing a rolling upgrade of SFHA
      1.  
        About rolling upgrade
      2.  
        About rolling upgrade with local zone on Solaris 11
      3.  
        Performing a rolling upgrade of SFHA using the product installer
    4. Performing a phased upgrade of SFHA
      1. About phased upgrade
        1.  
          Prerequisites for a phased upgrade
        2.  
          Planning for a phased upgrade
        3.  
          Phased upgrade limitations
        4.  
          Phased upgrade example
        5.  
          Phased upgrade example overview
      2. Performing a phased upgrade using the product installer
        1.  
          Moving the service groups to the second subcluster
        2.  
          Upgrading the operating system on the first subcluster
        3.  
          Upgrading the first subcluster
        4.  
          Preparing the second subcluster
        5.  
          Activating the first subcluster
        6.  
          Upgrading the operating system on the second subcluster
        7.  
          Upgrading the second subcluster
        8.  
          Finishing the phased upgrade
    5. Performing an automated SFHA upgrade using response files
      1.  
        Upgrading SFHA using response files
      2.  
        Response file variables to upgrade SFHA
      3.  
        Sample response file for full upgrade of SFHA
      4.  
        Sample response file for rolling upgrade of SFHA
    6. Upgrading SFHA using Boot Environment upgrade
      1.  
        About ZFS Boot Environment (BE) upgrade
      2.  
        Supported upgrade paths for Boot Environment upgrade
      3. Performing Boot Environment upgrade on Solaris 11 systems
        1.  
          Creating a new Solaris 11 BE on the primary boot disk
        2.  
          Upgrading SFHA using the installer for upgrading BE on Solaris 11
        3.  
          Completing the SFHA upgrade on BE on Solaris 11
        4.  
          Verifying Solaris 11 BE upgrade
        5. Administering BEs on Solaris 11 systems
          1.  
            Reverting to the primary BE on a Solaris 11 system
      4.  
        About Live Upgrade in a Volume Replicator (VVR) environment
    7. Performing post-upgrade tasks
      1.  
        Optional configuration steps
      2.  
        Recovering VVR if automatic upgrade fails
      3. Post-upgrade tasks when VCS agents for VVR are configured
        1.  
          Unfreezing the service groups
        2.  
          Restoring the original configuration when VCS agents are configured
        3.  
          CVM master node needs to assume the logowner role for VCS managed VVR resources
      4.  
        Resetting DAS disk names to include host name in FSS environments
      5.  
        Upgrading disk layout versions
      6.  
        Upgrading VxVM disk group versions
      7.  
        Updating variables
      8.  
        Setting the default disk group
      9. Upgrading the Array Support Library
        1.  
          Adding JBOD support for storage arrays for which there is not an ASL available
        2. Unsuppressing DMP for EMC PowerPath disks
          1.  
            Converting a foreign disk to auto:simple
          2.  
            Converting a defined disk to auto:simple
          3.  
            Converting a powervxvm disk to auto:simple
      10.  
        Converting from QuickLog to Multi-Volume support
      11. About enabling LDAP authentication for clusters that run in secure mode
        1.  
          Enabling LDAP authentication for clusters that run in secure mode
      12.  
        Verifying the Storage Foundation and High Availability upgrade
  4. Section IV. Post-installation tasks
    1. Performing post-installation tasks
      1.  
        Changing root user into root role
      2.  
        Switching on Quotas
      3. About configuring authentication for SFDB tools
        1.  
          Configuring vxdbd for SFDB tools authentication
  5. Section V. Adding and removing nodes
    1. Adding a node to SFHA clusters
      1.  
        About adding a node to a cluster
      2.  
        Before adding a node to a cluster
      3.  
        Adding a node to a cluster using the Veritas InfoScale installer
      4. Adding the node to a cluster manually
        1.  
          Starting Veritas Volume Manager (VxVM) on the new node
        2.  
          Configuring cluster processes on the new node
        3. Setting up the node to run in secure mode
          1.  
            Setting up SFHA related security configuration
        4.  
          Starting fencing on the new node
        5.  
          Configuring the ClusterService group for the new node
      5. Adding a node using response files
        1.  
          Response file variables to add a node to a SFHA cluster
        2.  
          Sample response file for adding a node to a SFHA cluster
      6. Configuring server-based fencing on the new node
        1.  
          Adding the new node to the vxfen service group
      7.  
        After adding the new node
      8.  
        Adding nodes to a cluster that is using authentication for SFDB tools
      9.  
        Updating the Storage Foundation for Databases (SFDB) repository after adding a node
    2. Removing a node from SFHA clusters
      1. Removing a node from a SFHA cluster
        1.  
          Verifying the status of nodes and service groups
        2.  
          Deleting the departing node from SFHA configuration
        3.  
          Modifying configuration files on each remaining node
        4.  
          Removing the node configuration from the CP server
        5.  
          Removing security credentials from the leaving node
        6.  
          Unloading LLT and GAB and removing InfoScale Availability or Enterprise on the departing node
        7.  
          Updating the Storage Foundation for Databases (SFDB) repository after removing a node
  6. Section VI. Configuration and upgrade reference
    1. Appendix A. Installation scripts
      1.  
        Installation script options
      2.  
        About using the postcheck option
    2. Appendix B. SFHA services and ports
      1.  
        About InfoScale Enterprise services and ports
    3. Appendix C. Configuration files
      1.  
        About the LLT and GAB configuration files
      2.  
        About the AMF configuration files
      3. About the VCS configuration files
        1.  
          Sample main.cf file for VCS clusters
        2.  
          Sample main.cf file for global clusters
      4.  
        About I/O fencing configuration files
      5. Sample configuration files for CP server
        1.  
          Sample main.cf file for CP server hosted on a single node that runs VCS
        2.  
          Sample main.cf file for CP server hosted on a two-node SFHA cluster
        3.  
          Sample CP server configuration (/etc/vxcps.conf) file output
      6.  
        Packaging related SMF services on Solaris 11
    4. Appendix D. Configuring the secure shell or the remote shell for communications
      1.  
        About configuring secure shell or remote shell communication modes before installing products
      2.  
        Manually configuring passwordless ssh
      3.  
        Setting up ssh and rsh connection using the installer -comsetup command
      4.  
        Setting up ssh and rsh connection using the pwdutil.pl utility
      5.  
        Restarting the ssh session
      6.  
        Enabling and disabling rsh for Solaris
    5. Appendix E. Sample SFHA cluster setup diagrams for CP server-based I/O fencing
      1. Configuration diagrams for setting up server-based I/O fencing
        1.  
          Two unique client clusters served by 3 CP servers
        2.  
          Client cluster served by highly available CPS and 2 SCSI-3 disks
        3.  
          Two node campus cluster served by remote CP server and 2 SCSI-3 disks
        4.  
          Multiple client clusters served by highly available CP server and 2 SCSI-3 disks
    6. Appendix F. Reconciling major/minor numbers for NFS shared disks
      1. Reconciling major/minor numbers for NFS shared disks
        1.  
          Checking major and minor numbers for disk partitions
        2.  
          Checking the major and minor number for VxVM volumes
    7. Appendix G. Configuring LLT over UDP
      1. Using the UDP layer for LLT
        1.  
          When to use LLT over UDP
      2. Manually configuring LLT over UDP using IPv4
        1.  
          Broadcast address in the /etc/llttab file
        2.  
          The link command in the /etc/llttab file
        3.  
          The set-addr command in the /etc/llttab file
        4.  
          Selecting UDP ports
        5.  
          Configuring the netmask for LLT
        6.  
          Configuring the broadcast address for LLT
        7.  
          Sample configuration: direct-attached links
        8.  
          Sample configuration: links crossing IP routers
      3. Using the UDP layer of IPv6 for LLT
        1.  
          When to use LLT over UDP
      4. Manually configuring LLT over UDP using IPv6
        1.  
          Sample configuration: direct-attached links
        2.  
          Sample configuration: links crossing IP routers

Getting ready for the upgrade

Complete the following tasks before you perform the upgrade:

  • Review the Veritas InfoScale 9.0 Release Notes for any late-breaking information on upgrading your system.

  • Review the Veritas Technical Support website for additional information:

    https://www.veritas.com/support/en_US.html

  • You can configure the Veritas Telemetry Collector while upgrading, if you have do not already have it configured. For more information, refer to the About telemetry data collection in InfoScale section in the Veritas Installation guide.

  • Perform the following system-level settings:

    • Set diag-level to min to perform the minimum number of diagnostics when the system boots. Depending on the configuration of your systems you may want to turn it on after you perform the upgrade.

      {1} ok setenv diag-level min
       diag-level=min
    • Set auto-boot? to false. For tight control when systems restart, set this variable to false. Re-enable this variable after the upgrade.

      {1} ok setenv auto-boot? false
      auto-boot?=false
    • Deactivate cron to make sure that extraneous jobs are not performed while you upgrade the systems.

      Solaris 11:

      # ps -ef | grep cron
      # kill cron pid
      # svcadm disable svc:/system/cron:default
  • If zones are present, make sure that all non-global zones are booted and are in the running state before you use the Veritas InfoScale product installer to upgrade the Storage Foundation products in the global zone so that any packages present inside non-global zones also gets updated automatically.

    If the non-global zone has previous version of VCS packages (VRTSperl, VRTSvlic, VRTSvcs, VRTSvcsag, VRTSvcsea) already installed, then during upgrade of the VCS packages in global zone, packages inside non-global zone are automatically upgraded if the zone is in running state. If non-global zones are not in running state, you must set the Veritas publisher inside the global zone. You also must attach the zone with - u option to upgrade the SFHA packages inside non-global zone. If previous version of VRTSvxfs, and VRTSodm packages are installed inside non- global zone, they must be uninstalled manually prior to the upgrade. Once the packages in global zone are upgraded, VRTSvxfs and VRTSodm must be installed manaully inside non-global zone.

  • Make sure that the administrator who performs the upgrade has root access and a good knowledge of the operating system's administration.

  • Make sure that all users are logged off and that all major user applications are properly shut down.

  • Make sure that you have created a valid backup.

  • Ensure that you have enough file system space to upgrade. Identify where you want to copy the packages, for example /packages/Veritas when the root file system has enough space or /var/tmp/packages if the /var file system has enough space.

    Do not put the files under /tmp, which is erased during a system restart.

    Do not put the files on a file system that is inaccessible before running the upgrade script.

    You can use a Veritas-supplied disc for the upgrade as long as modifications to the upgrade script are not required.

    If /usr/local was originally created as a slice, modifications are required.

  • Unmount all the file systems not on the root disk. Comment out their entries in /etc/vfstab. Stop the associated volumes and deport the associated disk groups. Any file systems that the Solaris operating system or Storage Foundation assumes should be in rootdg but are not, must be unmounted, and the associated entry in /etc/vfstab commented out.

  • For any startup scripts in /usr/sbin/svcadm disable, comment out any application commands or processes that are known to hang if their file systems are not present.

  • Make sure that the current operating system supports version 9.0 of the product. If the operating system does not support it, plan for a staged upgrade.

  • Schedule sufficient outage time and downtime for the upgrade and any applications that use the Veritas InfoScale products. Depending on the configuration, the outage can take several hours.

  • Any swap partitions not in rootdg must be commented out of /etc/vfstab. If possible, swap partitions other than those on the root disk should be commented out of /etc/vfstab and not mounted during the upgrade. The active swap partitions that are not in rootdg cause upgrade_start to fail.

  • Make sure that the file systems are clean before upgrading.

  • Arctera recommends that you upgrade VxFS disk layouts to a supported version before installing VxFS 9.0. Unsupported disk layout versions can be mounted for the purpose of online upgrading in VxFS 9.0. You can upgrade unsupported layout versions online before installing VxFS 9.0.

    See Upgrading disk layout versions.

  • Upgrade arrays (if required).

    See Upgrading the array support.

  • To reliably save information on a mirrored disk, shut down the system and physically remove the mirrored disk. Removing the disk in this manner offers a failback point.

  • Determine if the root disk is encapsulated.

  • Make sure that DMP support for native stack is disabled (dmp_native_support=off). If DMP support for native stack is enabled (dmp_native_support=on), the installer may detect it and ask you to restart the system.

  • If you want to upgrade the application clusters that use CP server based fencing to version 7.3.1 and later, make sure that you first upgrade VCS or SFHA on the CP server systems to version 7.3.1 and later. And then, from 7.3.1 onwards, CP server supports only HTTPS based communication with its clients and IPM-based communication is no longer supported. CP server needs to be reconfigured if you upgrade the CP server with IPM-based CP server configured.

    For instructions to upgrade VCS or SFHA on the CP server systems, refer to the relevant Configuration and Upgrade Guides.