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Release Note: Installing BIG-IP version 9.4 from a USB Mass Storage Device
Release Note

Updated Date: 09/21/2010

Summary:

This technical note documents the process of upgrading to BIG-IP software version 9.4 from BIG-IP software versions 9.2.x, using the USB mass storage device. For information about installing the software, please refer to the instructions below.

Contents:

- Minimum system requirements and supported browsers
- Supported platforms
- Supported USB mass storage devices
- About the BIG-IP version 9.4 USB mass storage device installation
- Installing the upgrade

Minimum system requirements and supported browsers

The minimum system requirements for this release are:

  • Intel® Pentium® III 933Mhz processor
  • 512 MB disk drive or CompactFlash® card
  • 768 MB 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 installation method is supported only on the following platforms:

  • BIG-IP 1500 (C36)
  • BIG-IP 3400 (C62)
  • BIG-IP 6400 (D63)
  • BIG-IP 6800 (D68)
  • BIG-IP 8400 (D84)
  • BIG-IP 8800 (D88)

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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Supported USB mass storage devices

This section describes the requirements for the USB mass storage devices supported by this installation method. In order to use a USB mass storage device for this method of installation, the device must meet the following requirements:

  • USB Consortium as a Mass Storage Device certified
  • USB version 2.0 or later
  • 512 MB minimum capacity, recommended 1 GB capacity

The device capacity and capabilities are described in the following table.

Note:  While smaller capacity devices are supported, we recommend using a device with at least 1 GB capacity.

Device Capacity Device Capability
512 MB to 1 GB Minimum space for BIG-IP product installation
1 GB or more Recommended size for BIG-IP product installation

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About the BIG-IP version 9.4 USB mass storage device installation

This technical note describes how to remotely upgrade the BIG-IP software to version 9.4. You need to perform a remote upgrade if you do not have direct access to the system. The remote upgrade provides the ability to serve the installation files from a different network using HTTP. We recommend using the local upgrade if you have a direct connection to the unit you want to upgrade.

Important:  You can only apply this upgrade to BIG-IP version 9.2.x systems.

Warning: Version 4.5.x or 4.6.x installation. You cannot upgrade directly from BIG-IP version 4.x to 9.4. You must first upgrade to a 9.2.x version. For details about this installation method, refer to the release notes for one of the 9.2.x releases.

Warning: A valid service contract is required to complete this upgrade.

Warning: You must reactivate the license on the BIG-IP system you intend to upgrade before you begin the upgrade.

Important: You should perform the installation on the standby system in a redundant system. If you are satisfied with the results, failover and apply the upgrade to the other unit in the redundant system.

Important: Each unit in a redundant system must be running the same version of the software.

Important: If you are upgrading from 9.2.x, and you have a Global Traffic Manager unit that belongs to a sync group, you must remove the unit from the sync group before you install the software or apply the upgrade. Failure to do so may cause irrevocable damage to the units in the sync group that are running older versions of the software. Once you have upgraded all units to the same version, you can then re-create the sync group. For details on removing a unit from a sync group, see the product documentation. Once you have removed the unit from the sync group, you can proceed with the installation or upgrade. Note that this is for upgrades from 9.2.x only.


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Installing the upgrade

If the BIG-IP system is currently running version 9.2.x, you can upgrade directly to version 9.4, using the following procedure.

The process of upgrading to BIG-IP version 9.4 requires that you:

 

The following sections describe how to perform these tasks.


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Saving and backing up existing 9.2.x BIG-IP configuration data

Before you upgrade to BIG-IP version 9.4, you need to save your version 9.2.x configuration data. Backing up your configuration prevents loss of data if, for any reason, the version 9.4 upgrade is not successful.

Collect and archive the version 9.2.x configuration files, by typing the following command.

bigpipe config save /config.ucs

Important: 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 9.4 system. There is a new location on the 9.2.x system for these files: /var/named/config/namedb.

Important:  It is critical that you back up the archived configuration files to a remote location. In the event this process fails, you may need to use the remotely-stored file in order to restore your 9.2.x configuration data.


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Downloading the installation CD-ROM ISO image or local installation IM from F5 Networks

Before you begin the installation process, you need to download the installation CD-ROM ISO image or local installation IM file from https://downloads.f5.com. For details about downloading the installation software, see SOL167: Downloading software from F5 Networks.

If you download the CD-ROM ISO image, burn the image onto a CD-ROM before you continue to the next task.


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Loading the installation image onto the USB mass storage device

After you save the existing 9.2.x configuration and downloading the installation CD ROM or the local installation IM package, you need to load the installation image onto the USB mass storage device from the CD ROM. You can do this from a Windows-based system or a BIG-IP system.
 

Windows-based system

The Windows-based system must be Windows 2000 or later.

  1. Insert the USB mass storage device into a USB port on the Window-based system.
  2. Place the CD in the drive of the Windows host.
  3. Click Start to open the Start menu.
  4. Click Run and then click the Browse button.

    Navigate to the BIGIP940 CD mounted in the CD drive.
  5. In the /windows directory of the CD, double-click umdinstall.exe.

    This Umdinstall utility opens.
  6. In the Product to Install list, click the product you want to install, for example, BIGIP940.
  7. In the Drive list, click the USB mass storage device on which you want to load the installation image.
  8. Click Continue to load the installation image onto the USB mass storage device.
  9. When the loading process is complete, the Umdinstall utility closes.

BIG-IP system

With BIG-IP systems, you can use the umdinstall command to transfer the installation image to the USB mass storage device. You can use either the CD ROM ISO image or local installation IM package copied to the hard drive of the BIG-IP system.

Using a CD on a BIG-IP system to load the installation files onto a USB mass storage device

  1. Insert the USB mass storage device into a USB port on the BIG-IP system after it has booted and you are logged in.
  2. Copy the local installation file or CD ROM ISO image to /var/tmp drive of the BIG-IP host.


    scp <local_install>.im root@<bigip_system>:/var/tmp .
  3. Type the following command to start the Umdinstall utility, where <local_install>.im is the name of the local installation IM package. This utility takes you through the process of transferring the installation files onto the USB mass storage device.



    umdinstall -i <local_install>.im
  4. The utility finds the USB mass storage device and presents the following prompt:


    WARNING: The next step will destroy all data on this device!

    Are you sure you want to continue (y|[n])?



    Type y to begin formatting the USB mass storage device.
  5. After the device is formatted, the boot loader is copied to the device and mounted. After the boot loader is loaded, the utility presents the following prompt:


    This device can hold 2 products

    Copy BIGIP940 (y|[n])?



    Type y to select the product you want to load.
  6. After you select the product you want to load, the utility presents the following prompt. Choose i for interactive installation. Do not choose silent install:


    Installation mode interactive or silent ([i]|s)?



    Type i to run the installation in interactive mode. Do not use the silent option.
  7. After you choose the installation mode, the utility presents the following prompt:


    Ready to begin copying.

    This can take a long time.

    Begin (y|[n])?


    Type y to begin loading files onto the USB mass storage device.
  8. When the loading process is complete, the Umdinstall utility closes.

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Installing the software on the BIG-IP system

After you have loaded the installation image onto the USB mass storage device, you are ready to install the software. Use the following procedure.

Note:  This type of installation requires a serial console connected to the BIG-IP system. You must use the serial console to respond to the prompts presented by the installation script and to monitor the progress of the installation.

To install the new software

  1. Insert the USB mass storage device into the USB port on the BIG-IP system. From the BIG-IP console, type the following command:

    reboot
  2. The system boots from the USB mass storage device.

    After the system boots into the installation script, you see the following prompts on the serial console connected to the BIG-IP system:

    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 installation starts. Once the installation 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 installer prompts you for the following information.

    • You are prompted for the installation location on which you want to install the software. An installation location is a portion of a drive with adequate space required for an installation. If the hardware supports multiple installation locations, you can create more than one installation by installing the software on each installation location. At boot time, you can select the installation that you want to boot. To install on multiple installation locations, 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 9.2.x version of BIG-IP software, you should have already saved a UCS in with the procedure Saving and backing up existing 9.2.x BIG-IP configuration data.
    • After you have completed the prompts for the installer, review the installation options you have selected. Select Yes on the final BIG-IP installation screen to begin the installation. After the installation is complete, the BIG-IP system reboots and you lose connectivity to the BIG-IP system.

Warning: You must license the version 9.4 software before you can configure the system. If the entitlement check was successful, you can log in to the system. If it was not successful, you can log in to the Configuration utility and license the system as soon as the installation process is complete.


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Licensing the traffic management software using the Configuration utility

Before you can configure the system, you must reactivate the license for the version 9.4 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.

To reactivate 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.
  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 Reactivate button.
    Follow the on-screen prompts to license the system. For additional information, click the Help tab.
  5. Once you have reactivated the license, you can configure the BIG-IP system.

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