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Manual Chapter: Upgrading Version 10.x BIG-IP Active-Standby Systems
Manual Chapter
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Overview: Upgrading BIG-IP active-standby systems

A BIG-IP system active-standby pair for version 10.x includes one BIG-IP system operating in active mode (Device A) and one BIG-IP system operating in standby mode (Device B).
Important: In order to upgrade version 10.0.0 or 10.0.1 to the new version software, you must first upgrade to version 10.1.0 or 10.2.x, and then upgrade version 10.1.0 or 10.2.x to the new version software.
version 10.x active-standby pair A version 10.x active-standby pair

After preparing the devices for an upgrade to the new version software, you force Device B to offline mode, and then install the new version software onto Device B (the offline device). When you finish the installation of the new version software onto Device B, it creates a traffic group called traffic-group-1. The new version software traffic group is in standby state on Device B, and Device A (the version 10.x device) is in active mode. Note that the Unit ID that was used in version 10.x becomes obsolete in the new version software.

Important: Once Device B reboots, if the BIG-IP system is configured to use a network hardware security module (HSM), you must reinstall network HSM client software on Device B before upgrading Device A, to ensure that traffic groups using the network HSM function properly.
10.x device in standby mode and the new version software traffic group in active     state A version 10.x device in active mode and a new software version traffic group in standby state
With the new version software installed on Device B and traffic-group-1 in standby state, you can force Device A to offline mode, changing Device B to active state so that it can pass traffic, and then install the new software version onto Device A. When installation of the new version software onto Device A completes, you can reboot Device A to the location of the new version software image.
Important: Once Device A reboots, if the BIG-IP system is configured to use a network HSM, you must reinstall network HSM client software on Device A to ensure that traffic groups using the network HSM function properly.

When you complete upgrading both devices to the new version software, the BIG-IP configuration includes a traffic group in active state on Device B, a traffic group in standby state on Device A, and a device group that includes both devices.

The new version software traffic group in active and standby states A new version software traffic group in active and standby states

An upgrade of BIG-IP active-standby systems to the new version software involves the following tasks.

Task Description
Preparing Device A (the active mode BIG-IP 1 system) and Device B (the standby mode BIG-IP 2 system) In preparing to upgrade the active-standby BIG-IP systems to the new version software, you need to understand any specific configuration or functional changes from the previous version, and prepare the systems. You also download the new version of software from the AskF5 web site (http://support.f5.com/kb/en-us.html) and import the files onto each device.
Forcing Device B to offline mode When you complete preparation of Device B, you can force Device B to offline mode.
Upgrading Device B (the offline mode BIG-IP 2 system) Once Device B is in offline mode, you can upgrade the software on that device, and then reboot Device B to the location of the new version software image. Device B completes rebooting with traffic-group-1 in standby state.
Important: Once Device B reboots, if the BIG-IP system is configured to use a network hardware security module (HSM), you must reinstall network HSM client software on Device B before upgrading Device A, to ensure that traffic groups using the network HSM function properly.
Forcing Device A to offline mode When Device B completes rebooting to the location of the new version software image, you can force Device A to offline mode, changing traffic-group-1 on Device B to active state.
Upgrading Device A (the offline mode BIG-IP 1 system) Once Device A is in offline mode, you can upgrade the software on Device A, and then reboot Device A to the location of the new version software image. When Device A completes rebooting, traffic-group-1 is in standby state on Device A and in active state on Device B.
Important: Once Device A reboots, if the BIG-IP system is configured to use a network HSM, you must reinstall network HSM client software on Device A to ensure that traffic groups using the network HSM function properly.
Verifying the upgrade Finally, you should verify that your active and standby BIG-IP systems are functioning properly.
Configuring module-specific settings According to your understanding of the configuration and functional changes from the previous version, you can reconfigure any customized module settings.

DSC components

Device service clustering (DSC) is based on a few key components.

Devices
A device is a physical or virtual BIG-IP system, as well as a member of a local trust domain and a device group. Each device member has a set of unique identification properties that the BIG-IP system generates.
Device groups
A device group is a collection of BIG-IP devices that trust each other and can synchronize, and sometimes fail over, their BIG-IP configuration data. You can create two types of devices groups: A Sync-Failover device group contains devices that synchronize configuration data and support traffic groups for failover purposes when a device becomes unavailable. A Sync-Only device group contains devices that synchronize configuration data, such as policy data, but do not synchronize failover objects.
Traffic groups
A traffic group is a collection of related configuration objects (such as a virtual IP address and a self IP address) that run on a BIG-IP device and process a particular type of application traffic. When a BIG-IP device becomes unavailable, a traffic group can float to another device in a device group to ensure that application traffic continues to be processed with little to no interruption in service.
Device trust and trust domains
Underlying the success of device groups and traffic groups is a feature known as device trust. Device trust establishes trust relationships between BIG-IP devices on the network, through mutual certificate-based authentication. A trust domain is a collection of BIG-IP devices that trust one another and can therefore synchronize and fail over their BIG-IP configuration data, as well as exchange status and failover messages on a regular basis. A local trust domain is a trust domain that includes the local device, that is, the device you are currently logged in to.
Folders
Folders are containers for the configuration objects on a BIG-IP device. For every administrative partition on the BIG-IP system, there is a high-level folder. At the highest level of the folder hierarchy is a folder named root. The BIG-IP system uses folders to affect the level of granularity to which it synchronizes configuration data to other devices in the device group.

About traffic groups

A traffic group is a collection of related configuration objects, such as a floating self IP address, a virtual IP address, and a SNAT translation address, that run on a BIG-IP device. Together, these objects process a particular type of application traffic on that device. When a BIG-IP device becomes unavailable, a traffic group floats (that is, fails over) to another device in a device group to ensure that application traffic continues to be processed with little to no interruption in service. In general, a traffic group ensures that when a device becomes unavailable, all of the failover objects in the traffic group fail over to any one of the available devices in the device group.

A traffic group is initially active on the device on which you create it, until the traffic group fails over to another device. For example, if you initially create three traffic groups on Device A, these traffic groups remain active on Device A until one or more traffic groups fail over to another device. If you want an active traffic group to become active on a different device in the device group when failover has not occurred, you can intentionally force the traffic group to switch to a standby state, thereby causing failover to another device.

Only objects with floating IP addresses can be members of a traffic group.

An example of a set of objects in a traffic group is an iApps application service. If a device with this traffic group is a member of a device group, and the device becomes unavailable, the traffic group floats to another member of the device group, and that member becomes the device that processes the application traffic.

Note: A Sync-Failover device group can support a maximum of 15 floating traffic groups.

Task summary

The upgrade process involves preparation of the two BIG-IP devices (Device A and Device B) configured in an active-standby implementation, followed by the installation and verification of the new version software on each device. When you upgrade each device, you perform several tasks. Completing these tasks results in a successful upgrade to the new version software on both BIG-IP devices, with a traffic group configured properly for an active-standby implementation.
Important: In order to upgrade version 10.0.0 or 10.0.1 to the new version software, you must first upgrade to version 10.1.0 or 10.2.x, and then upgrade version 10.1.0 or 10.2.x to the new version software.

Preparing BIG-IP modules for an upgrade from version 10.x to the new version software

Before you upgrade the BIG-IP system from version 10.x to the new version software, you might need to manually prepare settings or configurations for specific modules.

Access Policy Manager system preparation

The Access Policy Manager system does not require specific preparation when upgrading from version 10.x to the new version software. However, additional configuration might be required after completing the upgrade to the new software version.

Supported high availability configuration for Access Policy Manager

Access Policy Manager is supported in an Active-Standby configuration with two BIG-IP systems only.

Important: Access Policy Manager is not supported in an Active-Active configuration.
Post-upgrade activities

When you complete upgrading to the new version software, you should consider the following feature or functionality changes that occur for the Access Policy Manager systems. Depending on your configuration, you might need to perform these changes after you upgrade your systems.

Feature or Functionality Description
Sessions All users currently logged in while the upgrade occurs will need to log in again.
Authentication agents and SSO methods If you have deployments using ActiveSync or Outlook Anywhere, where the domain name is part of the user name, you should enable the Split domain from username option in the login page agent if the authentication method used in the access policy requires only the user name for authentication. In the BIG-IP APM new version software, authentication agents and SSO methods no longer separates the domain name from the user name internally.
iRule for processing URI If you have deployments where an iRule is used to perform processing on internal access control URI, for example, /my.policy, /myvpn or other URIs suc as APM system's login page request, you need to enable the iRule events for internal access control URIs because by default, BIG-IP APM new version software does not raise iRule events for internal access control URIs. However, this can be achieved by adding the following code to the iRule: when CLIENT_ACCEPTED { ACCESS::restrict_irule_events disable }
OAM support Manually remove all the OAM server-related configurations and reconfigure OAM on BIG-IP APM new version software. OAM configuration is modified to support various OAM 11G related use cases.
Citrix support functionality The Citrix iRule is no longer visible to the administrator because it is integrated natively in BIG-IP APM new version software. If you have not modified the iRule, then you must enable the Citrix Support setting on the virtual server to use Citrix. If you modified the F5-provided Citrix support iRule and want to use the modified iRule, you need to contact F5 support and work with them to replace natively integrated iRules with your own version of Citrix-supported iRules.
Reporting functionality If you used the adminreports.pl script for your logging or reporting purposes, this script is no longer available in BIG-IP APM new version software. You need to migrate to the new and enhanced reporting and logging functionality available as a built-in functionality on the new software version.

Application Security Manager system preparation

The BIG-IP Application Security Manager (ASM) system does not require specific preparation when upgrading from version 10.x to the new version software. No additional configuration is required after completing the upgrade to the new software version.

What to expect after upgrading a redundant system

If you update two redundant systems that are running as an active-standby pair with BIG-IP Application Security Manager (ASM) and BIG-IP Local Traffic Manager (LTM) provisioned, the system maintains the active-standby status and automatically creates a Sync-Failover device group and a traffic group containing both systems. The device group is enabled for BIG-IP ASM (because both systems have ASM provisioned).

You can manually push or pull the updates (including BIG-IP LTM and ASM configurations and policies) from one system to the other (Device Management > Device Groups, then click Config Sync and choose Synchronize TO/FROM Group).

Global Traffic Manager system preparation and configuration

BIG-IP Global Traffic Manager systems require specific preparation tasks and changes to upgrade from version 10.x to the new version software.

Preparation Activities

Before you upgrade Global Traffic Manager systems that are in a synchronization group, from any software version to the new version software, you must install the software on an inactive volume on each device using Live Install. After you upgrade each device, you then switch all devices to the new volume at the same time. This is required because devices in a synchronization group that includes the new version software device, cannot effectively probe each other.

Post-upgrade changes

The following feature or functionality changes occur after you complete the upgrade process to the new version software:

Feature or Functionality Description
Assigning a BIG-IP system to probe a server to gather health and performance data Assigning a single BIG-IP system to probe a server to gather health and performance data, in version 10.x, is replaced by a Prober pool in the new software version.

Link Controller system preparation

The BIG-IP Link Controller (LC) system does not require specific preparation when upgrading from version 10.x to the new version software. No additional configuration is required after completing the upgrade to the new version software.

Local Traffic Manager system preparation

The BIG-IP Local Traffic Manager (LTM) system does not require specific preparation when upgrading from version 10.x to the new version software. No additional configuration is required after completing the upgrade to the new version software.

MAC masquerade addresses for VLANs
Note: If you configured MAC Masquerade addresses for VLANs on the version 10.x devices, one of the addresses will be included automatically in the MAC Masquerade Address field for traffic-group-1 during the upgrade.
HTTP Class profiles
F5 Networks replaced the HTTP Class profile in BIG-IP version 11.4.0, and later, with the introduction of the Local Traffic Policies feature. During an upgrade to BIG-IP version 11.4.0, if your configuration contains an HTTP Class profile, the BIG-IP system attempts to migrate the HTTP Class profile to an equivalent local traffic policy. For additional support information regarding the change of HTTP Class profiles to Local Traffic Policies, refer to SOL14409 on www.askf5.com.

Protocol Security Manager preparation

The BIG-IP Protocol Security Manager (PSM) does not require specific preparation when upgrading from version 10.x to the new version software. No additional configuration is required after completing the upgrade to the new version software.

Upgrading the standby BIG-IP 2 system

The following prerequisites apply for this task.
  • Device A (the active BIG-IP 1 system) and Device B (the standby BIG-IP 2 system) must be prepared to upgrade Device B with the new software version software.
  • Either the latest hotfix image file, if available, or the new version software image file is downloaded and accessible.
After you prepare Device A (the active BIG-IP 1 system) and Device B (the standby BIG-IP 2 system) for upgrading the software, you force Device B offline, reactivate the software license, and install the new version software onto Device B.
  1. Force Device B to offline mode.
    1. On the Main menu, click System > High Availability > Redundancy.
    2. Click Force Offline. The BIG-IP device (Device B) changes to offline mode.
  2. Reactivate the software license.
    1. On the Main menu, click System > License.
    2. Click Re-activate.
    3. For the Activation Method setting, select the Automatic (requires outbound connectivity) option.
    4. Click Next. The BIG-IP software license renews automatically.
    5. Click Continue.
  3. Install either the latest hotfix image, if available, or the new software version.
    Option Description
    Install the latest hotfix image
    1. On the Main menu, click System > Software Management > Hotfix List.
    2. In the Available Images area, select the check box for the hotfix image, and click Install. The Install Software Hotfix popup screen opens.
    3. From the Volume set name list, select the location of the new version software volume to install the hotfix image, and click Install.
      Important: In the Install Status list for the specified location, a progress bar indicates the status of the installation. Ensure that installation successfully completes, as indicated by the progress bar, before proceeding.
    Install the new version software
    1. On the Main menu, click System > Software Management > Image List.
    2. In the Available Images area, select the check box for the new software version image, and click Install. The Install Software Image popup screen opens.
    3. From the Volume set name list, select a location to install the image, and click Install.
      Important: In the Install Status list for the specified location, a progress bar indicates the status of the installation. Ensure that installation successfully completes, as indicated by the progress bar, before proceeding.
  4. Reboot the device to the location of the installed new version software software image.
    Important: Once Device B reboots, if the BIG-IP system is configured to use a network hardware security module (HSM), you must reinstall network HSM client software on Device B before upgrading Device A, to ensure that traffic groups using the network HSM function properly.
    1. On the Main menu, click System > Software Management > Boot Locations.
    2. In the Boot Location list, click the boot location of the installed new version software software image.
    3. Click Activate. The BIG-IP device reboots to the new version software boot location with traffic-group-1 in standby state.
      Note: If the device appears to be taking a long time to reboot, do not cycle the power off and on. Instead, verify the status of the device by connecting to its serial console port. The device might be performing firmware upgrades.
The new version software is installed on Device B, with traffic-group-1 in standby state.

Upgrading the active BIG-IP 1 system

The following prerequisites apply in upgrading Device A (the BIG-IP 1 system).
  • Device A (the version 10.x BIG-IP 1 system) must be prepared to upgrade to the new version software.
  • Device A is in active mode.
  • Device B (the the new version software BIG-IP device with traffic-group-1) is in standby state.
  • The new version software image file is downloaded and available.
  • If available, the latest hotfix image file is downloaded and available.
After you prepare Device A (the standby BIG-IP 1 system) for upgrading the software, you can perform these steps to upgrade to the new version software.
  1. Force Device A to offline mode.
    1. On the Main menu, click System > High Availability > Redundancy.
    2. Click Force Offline. The BIG-IP device (Device A) changes to offline mode and the peer BIG-IP device (Device B) changes to active state.
      Important: Once the peer BIG-IP device (Device B) changes to active state, ensure that it passes traffic normally.
  2. Reactivate the software license.
    1. On the Main menu, click System > License.
    2. Click Re-activate.
    3. For the Activation Method setting, select the Automatic (requires outbound connectivity) option.
    4. Click Next. The BIG-IP software license renews automatically.
    5. Click Continue.
  3. Install either the latest hotfix image, if available, or the new version software.
    Option Description
    Install the latest hotfix image
    1. On the Main menu, click System > Software Management > Hotfix List.
    2. In the Available Images area, select the check box for the hotfix image, and click Install. The Install Software Hotfix popup screen opens.
    3. From the Volume set name list, select the location of the new version software volume to install the hotfix image, and click Install.
      Important: In the Install Status list for the specified location, a progress bar indicates the status of the installation. Ensure that installation successfully completes, as indicated by the progress bar, before proceeding.
    Install the new version software
    1. On the Main menu, click System > Software Management > Image List.
    2. In the Available Images area, select the check box for the new version software image, and click Install. The Install Software Image popup screen opens.
    3. From the Volume set name list, select a location to install the image, and click Install.
      Important: In the Install Status list for the specified location, a progress bar indicates the status of the installation. Ensure that installation successfully completes, as indicated by the progress bar, before proceeding.
  4. Reboot the BIG-IP device (Device A) to the location of the installed new version software image.
    1. On the Main menu, click System > Software Management > Boot Locations.
    2. In the Boot Location list, click the boot location of the installed the new version software image.
    3. Click Activate. The BIG-IP device (Device A) reboots to the new version software boot location with traffic-group-1 in standby state.
      Note: If the device appears to be taking a long time to reboot, do not cycle the power off and on. Instead, verify the status of the device by connecting to its serial console port. The device might be performing firmware upgrades.
  5. On the Main tab, click Device Management > Overview.
  6. In the Devices area of the screen, in the Sync Status column, select the device that shows a sync status of Changes Pending.
  7. In the Sync Options area of the screen, select Sync Device to Group.
  8. Click Sync.
The new version software is installed on Device A (the BIG-IP system with traffic-group-1 in standby state).

Verifying a BIG-IP active-standby upgrade

When you have completed upgrading the BIG-IP active-standby pair from version 10.x to the new version software, you should verify that the upgraded configuration is working properly. Perform the following steps to verify the new version software upgrade.
  1. Verify the Platform configuration for each device.
    1. On the Main menu, click System > Platform.
    2. For the Root Folder Device Group setting, verify that the device group is identical on the pair of devices.
    3. From the Root Folder Group list, verify that the correct traffic group (traffic-group-1) is selected.
  2. Verify the configuration for each device.
    1. On the Main menu, click Device Management > Devices.
    2. Verify the following information for the device and the peer device.
      • active-standby status
      • device name
      • management IP address
      • hostname
      • TMOS version
    3. On the Main menu, click Device Management > Device Trust > Peer List.
    4. Verify that the peer device is specified as a Peer Authority Device.
      Note: Ensure that all information for the peer device appears correctly and complete.
  3. Verify the traffic groups for each device.
    1. On the Main menu, click Device Management > Traffic Groups.
    2. Click traffic-group-1.
    3. If you configured MAC Masquerade addresses for VLANs on the version 10.x devices, verify that the traffic-group-1 includes an address in the MAC Masquerade Address field.
    4. Verify that the floating traffic group is correct.
    5. Verify that the failover objects are correct.
  4. Verify the Current ConfigSync State for each device.
    1. On the Main menu, click Device Management > Overview.
    2. In the Devices area of the screen, in the Sync Status column, verify that each device shows a sync status of green.

Implementation result

Your upgrade of the BIG-IP active-standby pair from version 10.x to the new version software is now complete. The new version software configuration includes a device group with two devices (Device A and Device B) and a traffic group (traffic-group-1), with the traffic group on one device (Device B) in active state and the traffic group on the other device (Device A) in standby state.

The new version software device group and traffic group A new version software device group and traffic group
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