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Release Note: Upgrading from BIG-IP software versions 4.5 PTF-04 through 4.5.10 to BIG-IP software version 9.0.2
Release Note

Updated Date: 11/03/2004

Summary:

This technical note documents upgrading to BIG-IP software version 9.0.2 from BIG-IP software versions 4.5 PTF-04 through 4.5.10. For information about installing the software, please refer to the instructions below.

Contents:

- Minimum system requirements and supported browsers
- Supported platforms
- About the BIG-IP version 9.0.2 upgrade
- Obtaining a version 9.0x registration key
- Installing the upgrade
- Running the profile consolidater and config renamer


Minimum system requirements and supported browsers

The minimum system requirements for this release are:

  • Intel® Pentium® III 933Mhz processor
  • 512MB disk drive or CompactFlash® card
  • 512MB RAM

The supported browsers for the Configuration utility are:

  • Microsoft® Internet Explorer TM, version 6.x and later
  • Netscape® Navigator TM, version 7.1, and other browsers built on the same engine, such as Mozilla TM, Firefox TM, and Camino TM.
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Supported platforms

This upgrade is supported only on the following platforms:

  • D39 (BIG-IP 1000)
  • D44 (BIG-IP 2400)
  • D51 (BIG-IP 5100 and 5110)

If you are unsure which platform you have, look at the sticker on the back of the chassis to find the platform number.

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About the BIG-IP version 9.0.2 upgrade

This technical note describes how to upgrade the BIG-IP software to version 9.0.2.  If the system is currently running BIG-IP software versions 4.5 PTF-04 through 4.5.10, you can perform the upgrade using the BIG-IP version 9.0.2 Upgrade CD.

Warning:  The BIG-IP system does not support upgrading from version 4.5 PTF-03 or earlier. If you are running BIG-IP software version 4.5 PTF-03 or earlier, you must upgrade to version 4.5 PTF-04, before you can upgrade to version 9.0.2.

Warning:  You can only apply this upgrade to BIG-IP HA systems. The following software is not supported by this upgrade: BIG-IP versions 4.6 and later, the Link Controller, the eCommerce Controller, the Blade Controller, and the 3-DNS Controller.

Note:  If you are running BIG-IP version 4.6 or later software, you must revert to version 4.5.10 or earlier software before you apply the version 9.0.2 upgrade. However, you can perform a clean install on a version 4.6 system without upgrading the configuration or moving the license forward. (The minimum supported version is version 4.5.4.) Once you have installed a 4.5.X version of the BIG-IP software, you can proceed with the version 9.0.2 upgrade. When you revert to the 4.5.X software, you lose any features introduced in the 4.6 software.

The BIG-IP version 9.0.2 Upgrade CD ROM contains a special One-Time Conversion Utility (OTCU) for converting your current configuration during the upgrade. The OTCU parses pre-9.0.2 configuration files and uses the data to create a 9.0.2 configuration database. This conversion is necessary because the configuration files, file locations, and file formats in 4.5 versions are different in version 9.0.2.

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Obtaining a version 9.0x registration key

Before you begin the upgrade process, you should obtain a version 9.0 registration key using the dossier on the 4.5x system you want to upgrade.

To obtain a version 9.0x registration key

  1. Open the Configuration utility on the unit you want to upgrade.

  2. In the navigation pane, click System Admin.
    The System Admin screen opens.

  3. In the System Admin screen, click the License Administration tab.
    The License Administration screen opens.

  4. In the License Administration screen, click Manual Authorization
    A screen containing the dossier displays.

  5. Copy the dossier to a safe place.

  6. In a browser window, open http://license.f5.com
    The F5 Licensing Tools web site opens.

  7. In the F5 Licensing Tools site, click Upgrade License to V9.0.
    Follow the instructions to get a version 9.0 registration key.
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Installing the upgrade

If the BIG-IP system is currently running version 4.5 PTF-04 through 4.5.10, you can upgrade directly to version 9.0.2, using the following procedure.

If you are running a pre-4.5 PTF-04 version of the BIG-IP software, you must first upgrade to version 4.5 PTF-04, and then upgrade to version 9.0.2. 

The process of upgrading to BIG-IP version 9.0.2 requires:

The following sections describe how to perform these tasks.

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Saving and backing up existing 4.5.x BIG-IP configuration data

Before you upgrade to BIG-IP version 9.0.2, you need to save your version 4.5x configuration data. This file is used by the OTCU to convert your 4.5 configuration files to the 9.0.2 configuration file format. In addition, this prevents loss of data if, for any reason, the version 9.0.2 upgrade is not successful.

Collect and archive the version 4.5 configuration files, by typing the following command. Note that config.ucs is the name you must use for the UCS file, and the file must be saved at the / partition.
bigpipe config save /config.ucs

Note: If you are upgrading a system that is using zone files with named, you must manually back up all necessary zone files and save them to a remote location. After the upgrade is complete, you can place them on the 9.0 system. There is a new location on the 9.0 system for these files: /var/named/config/namedb.

Important:  It is critical that you back up the archived configuration files to a remote location. If the upgrade process fails for any reason, you may need to use the remotely-stored file in order to restore your 4.5x configuration data.

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Designating and configuring a remote host to be a Pre-boot Execution Environment (PXE) server

Before you perform a network boot from a CD, you must designate and configure a remote host to be a Pre-boot Execution Environment (PXE) server. This remote host must meet all the following criteria:

  • Contain a CD-ROM drive.
  • Support a CD-ROM boot.
  • Reside on the same network as the BIG-IP client.

Note:  You must connect the installation server to the MGMT (3.1) port on the BIG-IP unit.

Note:  If you are upgrading a BIG-IP 1000 (D39), BIG-IP 2400 (D44), BIG-IP 5100 or 5110 (D51), you can use a standard Ethernet cable to connect to the management interface.

Once you have designated a host, complete the following steps:

  1. Insert the CD into the drive on the installation server and reboot the host system from the CD-ROM drive.
    The following message displays:
    Select terminal type? [vt100]

    Press Enter to use vt100 emulation, or type the name of the terminal emulator you are using.

  2. After you select the terminal type, the following screen opens:
    Maintenance OS Options
    Serve   Provide network installation services
    Install Install software onto hard disk
    Reboot  Reboot to your current system
    Exit    Exit to maintenance shell
  3. Select the default, Serve.
    A list of available network interfaces displays.
    Select one for the installation server interface.

  4. After you select the interface you want to use as the installation server interface, the following prompt displays:
    Use existing DHCP server on subnet [no]? 
  5. Indicate your DHCP choice:
    • If there is an existing DHCP server on your subnet that you want to use, type yes.
      The server configuration automatically completes.

      If you choose this option, skip the rest of this procedure and go directly to Boot the target hardware from the remote installation server.

    • If you want to set up this server as the DHCP server, type no.
      The following series of prompts displays:
      IP network [10.1.10]?
      IP address of server 10.1.10[n] [199]?
      Lower range for clients 10.1.10.[n] [199]?
      Upper range for clients 10.1.10.[n] [200]?
      • If your subnet consists only of the server and the target BIG-IP unit, or is otherwise a private subnet, use the default IP addresses provided.

        If other machines share the subnet and there is a possibility of conflict, substitute the appropriate unique IP addresses and ranges. When you have finished entering the addresses, they are displayed and you are prompted to accept or reject them.

        Note: When you enter the IP address of the server, you need to enter only the last octet. When completing the lower and upper ranges for the clients, enter the network number(s) where the clients are situated.

      • If the settings displayed are correct, type yes. If they are not, type no and you are prompted to re-enter the addresses.
  6. Finally, you are prompted to specify the protocol you want to use to transfer the installation files. The default protocol is HTTP; however, you can also transfer the files using NFS.

    Once you accept the settings, the server configuration is complete.
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Booting the target hardware from the remote installation server

After you designate and configure a remote host to be a installation server, you are ready to perform the network boot from the console of the platform on which you wish to install the software.

Note:  You must connect the installation server to the MGMT (3.1) port on the BIG-IP unit.

  1. First, select the method you want to use to net boot the unit:
    • If the machine is powered down, power it up, and within the first ten seconds use a paperclip to push the NETboot button on the front panel of the IP Application Switch.

    • If the machine is booted and running, type the following two commands:

      bigpipe global net_reboot enable
      reboot

      If you receive the following message after you type the reboot command, use a paperclip to push the RESET button on the front panel of the IP Application Switch. Then, within ten seconds, use a paperclip to push the NETboot button.

      The requested operation is not supported by the hardware.
  2. After the system reboots, it attempts to discover the installation server.

    Once the installation server is found, the system presents the following prompt:
    Press M or Control-SPACE to view menu.
    Let the timer count down to auto-select the installation options. After the timer counts down, the installer presents the terminal type.
    Terminal type? [vt100]

    Press Enter to continue, or type the terminal type you are using. We recommend that you use vt100.

  3. A number of messages scroll by and then the install script starts. Once the install script starts, you can use the arrow and Tab keys to navigate the options. You can use the Enter key or highlighted letter key to select an option from a menu, or the Spacebar to toggle select boxes on or off.

  4. The install script prompts you for the following information.

    • You can specify a syslog server if you want a log of the install process. Type the IP address of the syslog server you want to use, or continue without typing an IP address if you do not want to specify a syslog server.

    • After the syslog screen, you are prompted for an installation server URL or path.
      The installation script provides the information about the installation server you created. We recommend you choose the installation server found by the installation script. The format for the URL is: http://<installserver>/cdserver or nfs://<installserver>/cdserver

    • After you choose the installation server found by the installation script, you are then prompted for the slot on which you want to install the software. A slot is a portion of a drive with adequate space required for an installation. If the hardware supports multiple slots, you can create more than one installation by installing the software on each slot. At boot time, you can select the installation that you want to boot. To install on multiple slots, follow the on-screen instructions.

    • You then have the option to roll forward the supported configurations (config.ucs files) found on the system. If you are installing this software on a system that contains a 4.5.x version of BIG-IP software, you should have already saved a UCS in with the procedure Saving and backing up existing 4.5.x BIG-IP configuration data.

    • After you have completed the prompts for the installer, review the install options you have selected.

  5. To transfer the files and begin the installation, press Enter.

    The software takes only a few minutes to install. Once the installation is complete, the unit reboots to the installation in slot 0 or CF (compact flash). You can use the switchboot utility to specify which installation you want to boot by default. For more information about the switchboot utility, see the BIG-IP version 9.0.2 release notes.

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Adding an IP address to the management interface using the config command

After you complete the installation of the software, and before you license the software, run the config command to configure an IP address, net mask, and gateway on the management port (MGMT). The config command is a command line utility created for this purpose. You can run the config command from the serial console you used during installation.

To run the config command, type the following command:

config

After you run this utility and add an IP address, net mask, and gateway to your management port, you can log in to the Configuration utility (graphical user interface), and license the unit.

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Licensing the traffic management software using the Configuration utility

Before you can convert your configuration files or configure the system, you must license the version 9.0.2 software. To activate the license for the system, you must have a base registration key. The registration key is a 27-character string that lets the license server know which F5 products you are entitled to license. If you do not already have a registration key, you can obtain one using the dossier from a licensed 4.5x system (http://license.f5.com). For details, see Obtaining a version 9.0x registration key.

To activate the license using the Configuration utility

  1. Open a web browser on a work station attached to the network on which you configured the management port. If you have not configured this IP address, see Adding an IP address to the management interface using the config command.

  2. Type the following URL in the browser, where <IP address> is the address you configured for the management port (MGMT):
    https://<IP address>/

  3. At the password prompt, type the default user name admin and the default password admin, and click OK.
    The Licensing screen of the Configuration utility opens.

  4. To begin the licensing process, click the Activate button. Follow the on-screen prompts to license the system. For additional information, click the Help tab.

  5. Once you have activated the license, STOP.
    DO NOT continue with the Setup utility if you want to use the One Time Conversion Utility (OTCU) to convert your 4.5x configuration files. For more information see Converting the configuration data using the OTCU.
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Converting the configuration data using the OTCU

After you install and license the 9.0.2 software, you can configure the 9.0.2 system from scratch, or you can convert the existing configuration you rolled forward on the system. If you want to configure the new software from scratch, you can skip converting the configuration using the OTCU. This section describes how the OTCU works.

To convert your existing 4.5 configuration files to 9.0 configuration files, you use the One Time Conversion Utility (OTCU). The OTCU parses 4.5x configuration files and uses the data to create a 9.0.2 configuration database. Due to the complexity of the 9.0.2 release, and differences in the 4.5x and 9.0.2 feature sets (which depend on your configuration), the OTCU may produce some unexpected results. We ask that you use the OTCU as a starting point for converting your 4.5x configuration files. Keep in mind that, in most cases, you will need to examine the resulting configuration files, troubleshoot the contents, and make adjustments where necessary. To view an example of a converted file, see conversion example . The following notes are to help you understand the conversion process and interpret the output of the OTCU.

When you run the OTCU, the files in /otcu.ucs are untarred and placed in /var/tmp/otcu_4.5. These files remain in their original state. They are not altered during the conversion process. Selected files used for the upgrade are moved into /var/tmp/otcu_9.0. For example, /etc/hosts is moved to /var/tmp/otcu_9.0/etc/hosts . After the files are moved, they are converted as much as possible into the version 9.0 format and then placed in the version 9.0 system. After the conversion is complete, the /otcu.ucs is renamed to /renamed_otcu.ucs. Renaming the file prevents you from being prompted to run the OTCU every time you start the system.

During this process a log file is created and saved as /var/tmp/otcu.log. This file contains everything printed on screen during the installation. This information is useful for understanding what files are converted, and for reviewing or troubleshooting the resulting configuration. The files in /var/tmp/otcu_9.0 remain in the state they were in before being moved to the version 9.0 system. If you want to refer to your 4.5x configuration files, these files are saved in /var/tmp/otcu_4.5. The /var/tmp/otcu_4.5_miscellaneous directory may contain some 4.5x files that are not carried forward during the conversion that may be of interest to you. This could include the 4.5x license file, inetd.conf file, openssl.conf file, or monitor files that were not converted. You can also find these with the rest of the files located in /var/tmp/otcu_4.5, however they are moved here for convenience.

Warning:  You should run the OTCU only one time. If you need to run the OTCU again, we recommend that you reinstall version 9.0.2 and then run the OTCU.

The following 4.5x files are removed during the conversion:

/config/default_base.conf (no user alert)
/config/bigconfig/openldap.conf
/etc/master.passwd
/etc/ssh_host_key (no user alert)
/etc/ssh_host_key.pub (no user alert)
/etc/ssh_config (no user alert)
/etc/sshd_config (no user alert)
/etc/ssh2/hostkey (no user alert)
/etc/ssh2/hostkey.pub (no user alert)
/etc/ssh2/ssh2_config (no user alert)
/etc/ssh2/sshd2_config (no user alert)
/etc/ipfw.conf
/etc/ipfw.filt
/etc/ipfwrate.conf
/etc/ipfwrate.filt
/etc/rateclass.conf
/etc/snmptrap.conf (no user alert)
/etc/rc.local (no user alert)
/etc/syslog.conf (no user alert)
/root/.bash_profile.local
/root/.bashrc.local
/root/.cshrc.local
/root/.profile.local
/etc/login.conf (no user alert)
/usr/local/www/bigipgui/.users (no user alert)
/config/bigconfig/slapd.txt (no user alert)
/etc/rc.sysctl
/etc/irs.conf, /etc/irs.conf.dns, /etc/irs.conf.nodns (no user alert)

The following 4.5x files are moved forward with no conversion:

/etc/ntpd.conf
/etc/resolv.conf
/etc/hosts
/etc/hosts.allow
/etc/hosts.deny
/etc/ntp.conf
/config/ssh/ssh_host_key
/config/ssh/ssh_host_key.pub
/config/ssh/ssh_host_dsa_key
/config/ssh/ssh_host_dsa_key.pub
/root/.ssh/id_dsa.pub (no user alert)
/root/.ssh/id_dsa (no user alert)
/root/.ssh/identify.pub (no user alert)
/root/.ssh/identify (no user alert)
/root/.ssh/authorized_keys (no user alert)
/root/.ssh/authorized_keys2 (no user alert)
/root/.ssh/known_hosts (no user alert)


The following table lists the files that are moved and converted during the OTCU process.

4.5x config files 9.0.2 conversion notes
/config/bigip.conf  
/config/bigip_base.conf  
/config/user.txt  
/config/routes Routes commands are converted to 9.0 bigpipe commands.
/config/bigconf/httpd.conf The ServerName line from this file is inserted into the new httpd.conf located at /config/httpd/conf/httpd.conf.
/config/bigconfig/ssl.crl/ is moved to /config/httpd/conf/ssl.crl.
/config/bigconfig/ssl.crt/ is moved to /config/httpd/conf/ssl.crt.
/config/bigconfig/ssl.key is moved to /config/httpd/conf/ssl.key.
etc/named.conf is converted to BIND version 9, and references to 3-DNS are removed.
/etc/snmpd.conf sysip is deleted and com2sec is changed to com2sec6.
/etc/snmpd.conf.disabled sysip is deleted and com2sec is changed to com2sec6.

Using the command line utility to run the OTCU

Use the following procedure to convert your existing 4.5x configuration data to version 9.0.2:

  1. From the command line, type the following command:

    otcu

    This command starts the utility that converts the version 4.5 configuration files.

  2. Follow the on-screen instructions to complete the conversion.

    The utility prompts you for the following information:

    • The time zone

    • The root password

    • Consolidate profiles

    • Rename virtual servers, profiles, pools, and snatpools

    Once the 9.0 conversion is complete, the files are moved to their correct locations and loaded.

    Note:  If at any point you want to go back to version 4.5x, you must re-install the 4.5x software. For information on how to install the 4.5x software, please refer to the 4.5x release notes. For instructions on how to reinstall your previous 4.5x configuration files, see SOL1493.

  3. After you you have reviewed the log files and are completely satisfied with the resulting configuration, you can remove all conversion files from the system by typing the following command:

    otcu_cleanup

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Running the profile consolidater and config renamer

If you skipped the step to consolidate profiles and rename virtual servers, profiles, pools, and snatpools, you can run the consolidation utility by typing the following command:

     profile_consolidator /config/bigip.conf

You can run the renaming utility by typing the following command:

     config_renamer /config/bigip.conf

Note:  In order for the renaming to take effect, you must reload the configuration file.

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