Brocade EFC Manager Software - PDF Free Download

Copyright 2003-2008 Brocade Communications Systems, Inc. All rights reserved. 3/7/08 Brocade EFC Manager Software Upgrade Instructions Release 9.7 P/N 53-1000665-03 This document provides instructions for upgrading the Enterprise Fabric Connectivity Manager (EFCM) products: NOTE To improve readability, this document refers to the release number of the application as 9.7 instead of the official release number 09.07.00. System Requirements.........................3 Upgrading the Application......................9 Reverting to a Previous Release............... 87 Uninstalling the Application................... 97 1

Copyright 2006-2008, Brocade Communications Systems, Incorporated. Brocade, the Brocade B weave logo, Fabric OS, File Lifecycle Manager, MyView, Secure Fabric OS, SilkWorm, and StorageX are registered trademarks and the Brocade B wing logo and Tapestry are trademarks of Brocade Communications Systems, Inc., in the United States and/or in other countries. FICON is a registered trademark of IBM Corporation in the U.S. and other countries. All other brands, products, or service names are or may be trademarks or service marks of, and are used to identify, products or services of their respective owners. Notice: This document is for informational purposes only and does not set forth any warranty, expressed or implied, concerning any equipment, equipment feature, or service offered or to be offered by Brocade. Brocade reserves the right to make changes to this document at any time, without notice, and assumes no responsibility for its use. This informational document describes features that may not be currently available. Contact a Brocade sales office for information on feature and product availability. Export of technical data contained in this document may require an export license from the United States government. The authors and Brocade Communications Systems, Inc. shall have no liability or responsibility to any person or entity with respect to any loss, cost, liability, or damages arising from the information contained in this book or the computer programs that accompany it. The product described by this document may contain open source software covered by the GNU General Public License or other open source license agreements. To find-out which open source software is included in Brocade products, view the licensing terms applicable to the open source software, and obtain a copy of the programming source code, please visit http://www.brocade.com/support/oscd. Brocade Communications Systems, Incorporated Corporate Headquarters Brocade Communications Systems, Inc. 1745 Technology Drive San Jose, CA 95110 Tel: 1-408-333-8000 Fax: 1-408-333-8101 Email: info@brocade.com European and Latin American Headquarters Brocade Communications Switzerland Sàrl Centre Swissair Tour A - 2ème étage 29, Route de l'aéroport Case Postale 105 CH-1215 Genève 15 Switzerland Tel: +41 22 799 56 40 Fax: +41 22 799 56 41 Email: emea-info@brocade.com Asia-Pacific Headquarters Brocade Communications Singapore Pte. Ltd. 9 Raffles Place #59-02 Republic Plaza 1 Singapore 048619 Tel: +65-6538-4700 Fax: +65-6538-0302 Email: apac-info@brocade.com 2

System Requirements System Requirements NOTE When managing large fabrics, we recommend that you use a platform meeting at least the recommended requirements for both server and client. The SAN Management application has the following client and server system requirements: For the latest device-compatibility information (including model number and firmware levels) please go to the http://www.brocade.com/support/resources website and follow the instructions to access the Compatibility Matrix. Enterprise Edition License A maximum of 25 Clients are allowed per Server. The Server supports unlimited discovered ports. Standard Edition License A maximum of 2 Clients are allowed per Server. The Server supports up to 140 discovered ports. Server Requirements NOTE When managing large fabrics, we recommend that you use a platform meeting at least the recommended requirements for both server and client. You have the choice of running the SAN Management application on a management server supplied by Brocade or IBM or providing your own management server. When using a management server supplied by Brocade or IBM, the recommended configuration is already set. However, when using your own management server, use following recommendations for your platform. 3

System Requirements TABLE 1 1 U Server Requirements Minimum Recommended Processor 2.0 GHz Intel Pentium 4 3.0 GHz Intel Pentium 4 Hardware CD-ROM CD-ROM Operating System Windows 2000 Professional with service pack 4 NOTE: IPv6 addresses are not supported in Windows 2000. Windows 2003 Server Standard Edition with service pack 1 Windows 2003 Server Standard Edition with service pack 1 Memory 1 GB 2 GB Graphics Card 8MB VGA-256 32 MB VGA-256 Hard Drive 40 GB 40 GB ATA-100 IDE (7200 rpm) Modem 56K, v.92 data/fax modem, PCI 56K, v.92 data/fax modem, PCI Ethernet NIC 10/100 Mbps Ethernet LAN card 10/100 Mbps Ethernet LAN card 4

System Requirements TABLE 2 Windows Server Requirements Processor 2.0 GHz Intel Pentium 4 Hardware Operating System CD-ROM Windows 2000 Professional with service pack 4 NOTE: IPv6 addresses are not supported in Windows 2000. Windows 2000 Server with service pack 4 Windows 2000 Advanced Server with service pack 4 Windows Server 2003 Enterprise Edition with service pack 1 Windows XP with service pack 2 Memory Disk Space 1 GB 2 GB Video Requirements 8MB VGA-256 Resolution 256 colors 5

System Requirements TABLE 3 Processor Hardware Solaris Server Requirements Solaris UltraSparc IIi and up CD-ROM Operating System Solaris 9 or 10 Memory Disk Space Video Requirements Resolution 1 GB 2 GB 8MB 8-bit color 256 colors NOTE Approximately 1.3 GB of space is necessary on the /tmp directory of Solaris systems to install the application. NOTE EFCM for Solaris, includes all of the features of EFCM except the Backup feature. TABLE 4 Linux Server Requirements Processor 2.0 GHz Intel Pentium 4 Hardware CD-ROM Operating System Red Hat Enterprise Linux ES 3.0 Red Hat Enterprise Linux ES 4.0 Redhat 9.0 kernel v. 2.4.20-8 SuSE Linux 9.2 SuSE Linux 9.3 Memory Disk Space Video Requirements Resolution 1 GB 2 GB 8MB 8-bit color 256 colors 6

System Requirements Client Requirements NOTE When managing large fabrics, we recommend that you use a platform meeting at least the recommended requirements for both server and client. The Client system running the SAN Management application must meet the following requirements. TABLE 5 Windows Client Requirements Processor 2.0 GHz Intel Pentium 4 Hardware Operating System CD-ROM Windows 2000 Professional with service pack 4 NOTE: IPv6 addresses are not supported in Windows 2000. Windows 2000 Server with service pack 4 Windows 2000 Advanced Server with service pack 4 Windows Server 2003 Enterprise Edition with service pack 1 Windows XP with service pack 2 Memory Disk Space 1 GB 2 GB Video Requirements 8MB VGA-256 Resolution 256 colors 7

System Requirements TABLE 6 Processor Hardware Solaris Client Requirements Solaris UltraSparc IIi and up CD-ROM Operating System Solaris 9 or 10 Memory Disk Space Video Requirements Resolution 1 GB 2 GB 8MB 8-bit color 256 colors TABLE 7 Linux Client Requirements Processor 2.0 GHz Intel Pentium 4 Hardware CD-ROM Operating System Red Hat Enterprise Linux ES 3.0 Red Hat Enterprise Linux ES 4.0 Redhat 9.0 kernel v. 2.4.20-8 SuSE Linux 9.2 SuSE Linux 9.3 Memory Disk Space Video Requirements Resolution 1 GB 2 GB 8MB 8-bit color 256 colors 8

Upgrading the Application Follow these instructions to upgrade the application on your system. NOTE SANavigator Software and EFCM Software cannot run on the same machine, even if one of the products is running as a service. ATTENTION! Be sure to keep the current version of your software. If you need to restore a previous version in the future, you will need to reinstall your previous version before installing the new version in order to ensure that the backup functionality functions correctly. For more information, refer to the Reverting to a Previous Release on page 87. Select from the following procedures to upgrade from your current version of the software: TABLE 8 Upgrade Paths Current Software Release EFCM 7.2 on Windows Systems EFCM 8.0, 8.1, 8.1.1, 8.1.2, 8.2, 8.3, 8.5, 8.6, or 8.6.1 on Windows Systems EFCM 8.7, 8.7.1, 8.8, 8.9, or 8.9.1 on Windows Systems EFCM 9.0, 9.1, 9.1.1, 9.5, or 9.6 on Windows Systems Upgrade Path Procedure(s) Note: If you have EFCM 6.X, 7.0, or 7.1 software, you must upgrade to EFCM 7.2, then upgrade to EFCM 9.1, before you can upgrade to EFCM 9.7. To upgrade from EFCM 7.2, complete the following procedures. 1. Upgrading from EFCM 7.2 to EFCM 9.1 on Windows Systems on page 13 2. Upgrading from EFCM 9.X to EFCM 9.7 on Windows Systems on page 25 To upgrade from EFCM 8.0, 8.1, 8.1.1, 8.1.2, 8.2, 8.3, 8.5, 8.6, or 8.6.1, complete the following procedures. 1. Upgrading from EFCM 8.0 through 8.6.1 to EFCM 9.1 on Windows Systems on page 17 2. Upgrading from EFCM 9.X to EFCM 9.7 on Windows Systems on page 25 To upgrade from EFCM 8.7, 8.7.1, 8.8, 8.9, or 8.9.1, complete the following procedure. Upgrading from EFCM 8.7 through 8.9.1 to EFCM 9.7 on Windows Systems on page 21 To upgrade from EFCM 9.0, 9.1, 9.1.1, 9.5, or 9.6, complete the following procedure. Upgrading from EFCM 9.X to EFCM 9.7 on Windows Systems on page 25 9

TABLE 8 Upgrade Paths Current Software Release Connectrix Manager 9.7 to EFCM 9.7 on Windows Systems EFCM 9.7 to Connectrix Manager 9.7 on Windows Systems HAFM 8.7.1 or 8.8 on Windows Systems HAFM 8.9.1 on Windows Systems SANavigator 4.0, 4.1, or 4.1.1 on Windows Systems SANavigator 4.2 or 4.2.1 on Windows Systems Upgrade Path Procedure(s) To upgrade from Connectrix Manager 9.7, complete the following procedure. Upgrading from Connectrix Manager 9.7 to EFCM 9.7 on Windows Systems on page 29 To upgrade from EFCM 9.7, complete the following procedure. Upgrading from Connectrix Manager 9.7 to EFCM 9.7 on Windows Systems on page 29 To upgrade from HAFM 8.7.1 or 8.8, complete the following procedures. 1. Upgrading from HAFM 8.7.1 to HAFM 8.9.1 on Windows Systems on page 48 2. Upgrading from HAFM 8.8 and 8.9.1 to EFCM 9.6 on Windows Systems on page 52 3. Upgrading from EFCM 9.X to EFCM 9.7 on Windows Systems on page 25 Note: If you have HAFM 8.6 or earlier software, you must upgrade to HAFM 8.9.1, then upgrade to EFCM 9.6, before you can upgrade to EFCM 9.7. To upgrade from HAFM 8.9.1, complete the following procedures. 1. Upgrading from HAFM 8.8 and 8.9.1 to EFCM 9.6 on Windows Systems on page 52 2. Upgrading from EFCM 9.X to EFCM 9.7 on Windows Systems on page 25 To upgrade from SANavigator 4.0, 4.1, or 4.1.1, complete the following procedures. 1. Upgrading from SANavigator 4.0, 4.1, or 4.1.1 to EFCM 9.1 on Windows Systems on page 37 2. Upgrading from EFCM 9.X to EFCM 9.7 on Windows Systems on page 25 Note: If you have SANavigator 3.5 software, you must upgrade to SANavigator 4.2.1 before you can upgrade to EFCM 9.7. To upgrade from SANavigator 4.2 or 4.2.1, complete the following procedure. 1. Upgrading from SANavigator 4.2 or 4.2.1 to EFCM 9.6 on Windows Systems on page 42 2. Upgrading from EFCM 9.X to EFCM 9.7 on Windows Systems on page 25 10

TABLE 8 Upgrade Paths Current Software Release SAN Manager 4.2.1 on Windows Systems EFCM 7.2 on UNIX Systems EFCM 8.0, 8.1, 8.1.1, 8.1.2, 8.2, 8.3, 8.5, 8.6, or 8.6.1 on UNIX Systems EFCM 8.7, 8.7.1, 8.8, 8.9, or 8.9.1 on UNIX Systems EFCM 9.0, 9.1, 9.5, or 9.6 on UNIX Systems Upgrade Path Procedure(s) To upgrade from SAN Manager 4.2.1, complete the following procedures. 1. Upgrading from SAN Manager 4.X to SANavigator 4.2.1 on Windows Systems on page 56 2. Upgrading from SANavigator 4.2 or 4.2.1 to EFCM 9.6 on Windows Systems on page 42 3. Upgrading from EFCM 9.X to EFCM 9.7 on Windows Systems on page 25 Note: If you have EFCM 6.X, 7.0, or 7.1 software, you must upgrade to EFCM 7.2, then upgrade to EFCM 9.1, before you can upgrade to EFCM 9.7. To upgrade from EFCM 7.2, complete the following procedures. 1. Upgrading from EFCM 7.2 to EFCM 9.1 on UNIX Systems on page 64 2. Upgrading from EFCM 9.X to EFCM 9.7 on UNIX Systems on page 72 To upgrade from EFCM 8.0, 8.1, 8.1.1, 8.1.2, 8.2, 8.3, 8.5, 8.6, or 8.6.1, complete the following procedures. 1. Upgrading from EFCM 8.0 Through 8.6.1 to EFCM 9.1 on UNIX Systems on page 67 2. Upgrading from EFCM 9.X to EFCM 9.7 on UNIX Systems on page 72 To upgrade from EFCM 8.7, 8.7.1, 8.8, 8.9, or 8.9.1, complete the following procedures. Upgrading from EFCM 8.7 through 8.9.1 to EFCM 9.7 on UNIX Systems on page 70 To upgrade from EFCM 9.0, 9.1, 9.5, or 9.6, complete the following procedure. Upgrading from EFCM 9.X to EFCM 9.7 on UNIX Systems on page 72 11

TABLE 8 Upgrade Paths Current Software Release SANavigator 4.0, 4.1, or 4.1.1 on UNIX Systems SANavigator 4.2 or 4.2.1 on UNIX Systems SAN Manager 4.2.1 on UNIX Systems Upgrade Path Procedure(s) To upgrade from SANavigator 4.0, 4.1, or 4.1.1, complete the following procedures. 1. Upgrading from SANavigator 4.0, 4.1, or 4.1.1 to EFCM 9.1 on UNIX Systems on page 75 2. Upgrading from EFCM 9.X to EFCM 9.7 on UNIX Systems on page 72 Note: If you have SANavigator 3.5 software, you must upgrade to SANavigator 4.2.1 before you can upgrade to EFCM 9.7. To upgrade from SANavigator 4.2 or 4.2.1, complete the following procedures. 1. Upgrading from SANavigator 4.2 or 4.2.1 to EFCM 9.6 on UNIX Systems on page 78 2. Upgrading from EFCM 9.X to EFCM 9.7 on UNIX Systems on page 72 To upgrade from SAN Manager 4.2.1, complete the following procedures. 1. Upgrading from SAN Manager 4.X to SANavigator 4.2.1 on UNIX Systems on page 82 2. Upgrading from SANavigator 4.2 or 4.2.1 to EFCM 9.6 on UNIX Systems on page 78 3. Upgrading from EFCM 9.X to EFCM 9.7 on UNIX Systems on page 72 12

Upgrading from EFCM 7.2 to EFCM 9.1 on Windows Systems Use the following procedures to upgrade from EFCM 7.2 software to EFCM 9.1 on a Windows management server. NOTE If you have EFCM 6.X, 7.0, or 7.1 software, you must upgrade to EFCM 7.2, then upgrade to EFCM 9.1, before you can upgrade to EFCM 9.7. Before Upgrading from 7.2 Before you upgrade EFCM, complete the following: Make sure that a version of EFCM is installed on your server that meets upgrade requirements. You may also need to upgrade E/OS versions on supported switches and directors. Make sure to obtain a new license key from the PFE Web site. Click Upgrade your Software on the main page and follow the steps to obtain a new license key. Make sure to copy phone numbers and other pertinent details from the Network and Dial-up Connections - CallHome.pbk dialog box Properties tab so that you can use them to configure the Advanced Call Home feature in the new release. Use Windows Explorer to navigate to the file <Install_Home>\CallHome\Config\McDATA-Domestic.pbk Make sure that you fully back up your current EFCM data on your management server. To do this, copy the D:\EfcData directory to the Zip disk (notebook server) or CD-RW drive (management server) where backups occur. Overwrite the existing files. Determine whether you are migrating data from another server, such as, from a notebook server to a 1U server. If so, refer to Migrating Data Between Windows Servers on page 62 and write down the IP address of the remote server. 13

Determine whether you are migrating EFCM data from a different machine. If so, you need to share the drive from the EFCM 7.2 machine and map it to the EFCM 9.1 machine. Refer to Migrating Data Between Windows Servers on page 62. Make sure that you leave the EFCM 7.2 software running; however, do not launch the EFCM 7.2 Client. Make sure that a user with username of Administrator, a password of password, and with system administrator privileges exists on the EFCM 7.2 machine. Installing EFCM 9.1 Use this procedure for installing EFCM 9.1 on a remote server. NOTE Virus protection software can interfere with installation. Make sure you disable any virus protection software such as Norton or McAfee before installation of server and/or clients. Instructions should be located in the manual for your particular virus protection software. 1. Insert the installation CD into the CD-ROM drive. If autorun is enabled, the installer will begin automatically. If autorun is not enabled, open the following file: <CD drive>\efcm91_win\install.exe The InstallAnywhere wizard will take you through the installation process. 2. On the Introduction screen, click Next. 3. On the Choose Install Set screen, select Server and Client or Client and click Next. NOTE: If you select Client, the installer will skip the steps that are not required. 4. On the Select Install Folder screen, select the usual location for your system s application files (for example, D:\Program Files) and click Next. NOTE: Do not select the installation folder for the previous version. NOTE: Do not install to the root directory (for example, C:\). 14

5. On the Pre-Installation Summary screen, review the your installation settings and click Install. 6. On the Installation Complete screen, make sure the Launch EFCM Configuration check box is selected (default), and click Done. The Configuration wizard displays the first time you launch the application. To continue with configuration go to Migrating EFCM 7.2 Data to EFCM 9.1 on page 15, step 2. Migrating EFCM 7.2 Data to EFCM 9.1 For information about what must be done before you start your upgrade, refer to Before Upgrading from 7.2 on page 13. 1. Start EFCM 9.1 from the Start menu or the desktop icon. The Configuration wizard displays the first time you launch the application. 2. On the Welcome screen, click Next. 3. On the License Agreement screen, read the agreement, select Yes and click Next. 4. On the Copy Data and Settings screen, browse to the install path of the previous version (for example, D:\Program Files\EFCM) and click Next. For information about the shared drive, refer to Migrating Data Between Windows Servers on page 62. NOTE: IP Addresses of unavailable switches and directors will not be fully migrated. 5. On the Copy Data and Settings (continued) screen, complete the following: a. In the EFCM 7.2 Data Directory field, enter or browse to the path of the previous version (for example, D:\EfcData). b. In the IP Address or Hostname field, enter the IP address or Hostname (default is Server IP Address) where 7.2 is running. c. In the System Administrator User ID field, type the user ID (must have Administrator privileges). 15

d. In the Password field, type the password associated with the Administrator user. e. Click Next. 6. On the EFCM 9.1 Server License screen, enter the license key (from the PFE website) and click Next. The License Key field is not case-sensitive. 7. On the EFCM 9.1 Server License Summary screen, verify the installation data, then click Finish. 8. On the start the server message, click OK. A progress message displays. When migration is complete, the EFCM 9.1 Log In dialog box displays. 9. Stop EFCM 7.2 services (Start > Programs > EFCM 7.2 > Stop Services). 10. On the EFCM 9.1 Log In dialog box, enter your login information and click Login. 11. After you confirm that the EFCM 9.1 install is working properly, uninstall EFCM 7.2. NOTE: Only one EFCM server can be running at a time; therefore, close and stop service of older versions of EFCM to prevent the older server version from starting and competing for switches managed by EFCM 9.1. a. Select Start > Programs > EFCM 7.2 > Uninstall EFCM. b. On the Uninstall Option screen, select one of the following options: Partial Uninstall Configuration and performance data is retained to be re-used by the new installation. Full Uninstall All data is removed. c. Click Uninstall. d. On the Uninstall Complete screen, click Done. 12. To upgrade from EFCM 9.1 to EFCM 9.7, go to Upgrading from EFCM 9.X to EFCM 9.7 on Windows Systems on page 25. 16

Upgrading from EFCM 8.0 through 8.6.1 to EFCM 9.1 on Windows Systems Use the following steps to upgrade EFCM 8.0, 8.1, 8.1.1, 8.1.2, 8.2, 8.3, 8.5, 8.6, or 8.6.1, to EFCM 9.1 on a rack-mount Management Server. Before Upgrading from 8.X Make sure to fully back up your EFCM data on your current management servers. Copy the following directories to your configured backup drive, where <Install_Home> is the directory where the application is installed: <Install_Home>\Client <Install_Home>\Server <Install_Home>\Backup <Install_Home>\Call Home Make sure to obtain a new license key from the PFE Web site. Click Upgrade your Software on the main page and follow the steps to obtain a new license key. Determine whether you are migrating data to another server, such as, from a notebook server to a 1U server. If so, refer to Migrating Data Between Windows Servers on page 62. Make sure to close all instances of the application before upgrading. Shut down EFCM on the management server, as well as on all remote workstations. Make sure to stop all EFCM Services for previous versions by completing the following steps: a. Select Start > Programs > EFCM 8.X > Stop Services. b. Press any key to close the window. 17

Installing EFCM 9.1 1. Insert the installation CD into the CD-ROM drive. If autorun is enabled, the installer will begin automatically. If autorun is not enabled, open the following file: <CD drive>\efcm91_win\install.exe The InstallAnywhere wizard will take you through the installation process. 2. On the Introduction screen, click Next. 3. On the Choose Install Set screen, select Server and Client or Client and click Next. NOTE: If you select Client, the installer will skip the steps that are not required. 4. On the Select Install Folder screen, select the usual location for your system s application files (for example, D:\Program Files) and click Next. NOTE: Do not select the installation folder for the previous version. NOTE: Do not install to the root directory (for example, C:\). 5. On the Pre-Installation Summary screen, review the your installation settings and click Install. 6. On the Installation Complete screen, make sure the Launch EFCM Configuration check box is selected (default), and click Done. The Configuration wizard displays the first time you launch the application. To continue with configuration go to Migrating EFCM 8.X Data to EFCM 9.1 on page 19. 18

Migrating EFCM 8.X Data to EFCM 9.1 NOTE When you upgrade from EFCM 8.X, the installation and configuration data is preserved on your system. If you choose to revert back to EFCM 8.X, you must change the installation directory or you will lose your installation and configuration data. 1. Start EFCM 9.1 from the Start menu or the desktop icon. The Configuration wizard will display the first time you launch the application. 2. On the Welcome screen, click Next. 3. On the License Agreement screen, read the agreement, select Yes and click Next. 4. On the Copy Data and Settings screen, browse to the install path of the previous version (for example, D:\Program Files\EFCM 8.X) and click Next. If you are migrating EFCM 8.X data from a different machine, then you need to share the drive from the EFCM 8.X machine and map it to the EFCM 9.1 machine. Refer to Migrating Data Between Windows Servers on page 62. 5. On the EFCM 9.1 Server License screen, enter the license key (from the PFE website) and click Next. The License Key field is not case-sensitive. 6. On the EFCM 9.1 Server License Summary screen, verify the installation data, then click Finish. A message displays that user settings are being applied and to please wait. For migrations from environments with large amounts of data, this may take some time. When migration is complete, the EFCM 9.1 Log In dialog box displays. 19

7. On the EFCM 9.1 Log In dialog box, enter your user ID and password and click Login. 8. After you confirm that the EFCM 9.1 install is working properly, uninstall EFCM 8.X. NOTE: Only one EFCM server can be running at a time; therefore, close and stop service of older versions of EFCM to prevent the older server version from starting and competing for switches managed by EFCM 9.1. a. Select Start > Programs > EFCM 8.X > Uninstall EFCM. b. On the Uninstall Option screen, select one of the following options: Partial Uninstall Configuration and performance data is retained to be re-used by the new installation. Full Uninstall All data is removed. c. Click Uninstall. d. On the Uninstall Complete screen, click Done. 9. To upgrade from EFCM 9.1 to EFCM 9.7, go to Upgrading from EFCM 9.X to EFCM 9.7 on Windows Systems on page 25. 20

Upgrading from EFCM 8.7 through 8.9.1 to EFCM 9.7 on Windows Systems Use the following steps to upgrade EFCM 8.7, 8.7.1 8.8, 8.9, or 8.9.1 to EFCM 9.7 on a rack-mount Management Server. Before Upgrading from 8.7, 8.7.1, 8.8, 8.9, or 8.9.1 Make sure to fully back up your EFCM data on your current management servers. Copy the following directories to your configured backup drive, where <Install_Home> is the directory where the application is installed: <Install_Home>\Client <Install_Home>\Server <Install_Home>\Backup <Install_Home>\Call Home Make sure to obtain a new license key from the PFE Web site. Click Upgrade your Software on the main page and follow the steps to obtain a new license key. Determine whether you are migrating data to another server, such as, from a notebook server to a 1U server. If so, refer to Migrating Data Between Windows Servers on page 62. Make sure to close all instances of the application before upgrading. Shut down EFCM on the management server, as well as on all remote workstations. Make sure to stop all EFCM Services for previous versions by completing the following steps: a. Select Start > Programs > EFCM 8.X > Stop Services. b. Press any key to close the window. 21

Installing EFCM 9.7 1. Insert the installation CD into the CD-ROM drive. If autorun is enabled, the installer will begin automatically. If autorun is not enabled, open the following file: <CD drive>\efcm97_win\install.exe The InstallAnywhere wizard will take you through the installation process. 2. On the Introduction screen, click Next. 3. On the Choose Install Set screen, select Server and Client or Client and click Next. NOTE: If you select Client, the installer will skip the steps that are not required. 4. On the Select Install Folder screen, select the usual location for your system s application files (for example, D:\Program Files) and click Next. NOTE: Do not select the installation folder for the previous version. NOTE: Do not install to the root directory (for example, C:\). 5. On the Pre-Installation Summary screen, review the your installation settings and click Install. 6. On the Installation Complete screen, make sure the Launch EFCM Configuration check box is selected (default), and click Done. The Configuration wizard displays the first time you launch the application. To continue with configuration go to Migrating EFCM 8.7, 8.7.1, 8.8, 8.9, or 8.9.1 Data to EFCM 9.7 on page 23. 22

Migrating EFCM 8.7, 8.7.1, 8.8, 8.9, or 8.9.1 Data to EFCM 9.7 NOTE When you upgrade from EFCM 8.X, the installation and configuration data is preserved on your system. If you choose to revert back to EFCM 8.X, you must change the installation directory or you will lose your installation and configuration data. 1. Start EFCM 9.7 from the Start menu or the desktop icon. The configuration wizard will display the first time you launch the application. 2. On the Welcome screen, click Next. 3. On the License Agreement screen, read the agreement, select Yes and click Next. 4. On the Copy Data and Settings screen, browse to the install path of the previous version (for example, D:\Program Files\EFCM 8.X) and click Next. If you are migrating EFCM 8.X data from a different machine, then you need to share the drive from the EFCM 8.X machine and map it to the EFCM 9.7 machine. Refer to Migrating Data Between Windows Servers on page 62. 5. On the EFCM 9.7 Server License screen, enter the license key (from the PFE website) and click Next. The License Key field is not case-sensitive. 6. On the EFCM 9.7 Server License Summary screen, verify the installation data, then click Finish. A message displays that user settings are being applied and to please wait. For migrations from environments with large amounts of data, this may take some time. When migration is complete, the EFCM 9.7 Log In dialog box displays. 23

7. On the EFCM 9.7 Log In dialog box, enter your user ID and password and click Login. 8. After you confirm that the EFCM 9.7 install is working properly, uninstall EFCM 8.X. NOTE: Only one EFCM server can be running at a time; therefore, close and stop service of older versions of EFCM to prevent the older server version from starting and competing for switches managed by EFCM 9.7. a. Select Start > Programs > EFCM 8.X > Uninstall EFCM. b. On the Uninstall Option screen, select one of the following options: Partial Uninstall Configuration and performance data is retained to be re-used by the new installation. Full Uninstall All data is removed. c. Click Uninstall. d. On the Uninstall Complete screen, click Done. 24

Upgrading from EFCM 9.X to EFCM 9.7 on Windows Systems Use the following steps to upgrade EFCM 9.X to EFCM 9.7 on a rack-mount Management Server. Before Upgrading from 9.X Make sure to fully back up your EFCM data on your current management servers. Copy the following directories to your configured backup drive, where <Install_Home> is the directory where the application is installed: <Install_Home>\Client <Install_Home>\Server <Install_Home>\Backup <Install_Home>\Call Home Determine whether you are migrating data to another server, such as, from a notebook server to a 1U server. If so, refer to Migrating Data Between Windows Servers on page 62. Make sure to close all instances of the application before upgrading. Shut down EFCM on the management server, as well as on all remote workstations. Make sure to stop all EFCM Services for previous versions by completing the following steps: a. Select Start > Programs > EFCM 9.X > Stop Services. b. Press any key to close the window. 25

Installing EFCM 9.7 1. Insert the installation CD into the CD-ROM drive. If autorun is enabled, the installer will begin automatically. If autorun is not enabled, open the following file: <CD drive>\efcm97_win\install.exe The InstallAnywhere wizard will take you through the installation process. 2. On the Introduction screen, click Next. 3. On the Choose Install Set screen, select Server and Client or Client and click Next. NOTE: If you select Client, the installer will skip the steps that are not required. 4. On the Select Install Folder screen, select the usual location for your system s application files (for example, D:\Program Files) and click Next. NOTE: Do not select the installation folder for the previous version. NOTE: Do not install to the root directory (for example, C:\). 5. On the Pre-Installation Summary screen, review the your installation settings and click Install. 6. On the Installation Complete screen, make sure the Launch EFCM Configuration check box is selected (default), and click Done. The configuration wizard displays the first time you launch the application. To continue with configuration go to Migrating EFCM 9.X Data to EFCM 9.7 on page 27. 26

Migrating EFCM 9.X Data to EFCM 9.7 1. Start EFCM 9.7 from the Start menu or the desktop icon. The configuration wizard will display the first time you launch the application. 2. On the Welcome screen, click Next. 3. On the License Agreement screen, read the agreement, select Yes and click Next. 4. On the Copy Data and Settings screen, browse to the install path of the previous version (for example, D:\Program Files\EFCM 9.X) and click Next. If you are migrating EFCM 9.X data from a different machine, then you need to share the drive from the EFCM 9.X machine and map it to the EFCM 9.7 machine. Refer to Migrating Data Between Windows Servers on page 62. 5. On the EFCM 9.7 Server License screen, enter the new license key and serial number (from the PFE website), if necessary, and click Next. NOTE: When upgrading from 9.X or later, the License Key and Serial Number fields contain the values from the source version. The License Key field is not case-sensitive. 6. On the EFCM 9.7 Server License Summary screen, verify the installation data, then click Finish. A message displays that user settings are being applied and to please wait. For migrations from environments with large amounts of data, this may take some time. When migration is complete, the EFCM 9.7 Log In dialog box displays. 27

7. On the EFCM 9.7 Log In dialog box, enter your user ID and password and click Login. 8. After you confirm that the EFCM 9.7 install is working properly, uninstall EFCM 9.X. NOTE: Only one EFCM server can be running at a time; therefore, close and stop service of older versions of EFCM to prevent the older server version from starting and competing for switches managed by EFCM 9.7. a. Select Start > Programs > EFCM 9.X > Uninstall EFCM. b. On the Uninstall Option screen, select one of the following options: Partial Uninstall Configuration and performance data is retained to be re-used by the new installation. Full Uninstall All data is removed. c. Click Uninstall. d. On the Uninstall Complete screen, click Done. 28

Upgrading from Connectrix Manager 9.7 to EFCM 9.7 on Windows Systems Use the following steps to upgrade Connectrix Manager 9.7 to EFCM 9.7 on a rack-mount Management Server. Before Upgrading from Connectrix Manager 9.7 Make sure to fully back up your Connectrix Manager data on your current management servers. Copy the following directories to your configured backup drive, where <Install_Home> is the directory where the application is installed: <Install_Home>\Client <Install_Home>\Server <Install_Home>\Backup <Install_Home>\Call Home Make sure to obtain a new license key from the PFE Web site. Click Upgrade your Software on the main page and follow the steps to obtain a new license key. NOTE: When upgrading from 9.X or later, the License Key and Serial Number fields contain the values from the source version. Determine whether you are migrating data to another server, such as, from a notebook server to a 1U server. If so, refer to Migrating Data Between Windows Servers on page 62. Make sure to close all instances of the application before upgrading. Shut down Connectrix Manager on the management server, as well as on all remote workstations. Make sure to stop all Connectrix Manager Services for previous versions by completing the following steps: a. Select Start > Programs > Connectrix Manager 9.7 > Stop Services. b. Press any key to close the window. c. Select Start > Settings > Control Panel > Administrative Tools > Services. d. Right-click Connectrix Manager FTP Server and select Stop. 29

Installing EFCM 9.7 1. Insert the installation CD into the CD-ROM drive. If autorun is enabled, the installer will begin automatically. If autorun is not enabled, open the following file: <CD drive>\efcm97_win\install.exe The InstallAnywhere wizard will take you through the installation process. 2. On the Introduction screen, click Next. 3. On the Choose Install Set screen, select Server and Client or Client and click Next. NOTE: If you select Client, the installer will skip the steps that are not required. 4. On the Select Install Folder screen, select the usual location for your system s application files (for example, D:\Program Files) and click Next. NOTE: Do not select the installation folder for the previous version. NOTE: Do not install to the root directory (for example, C:\). 5. On the Pre-Installation Summary screen, review the your installation settings and click Install. 6. On the Installation Complete screen, make sure the Launch EFCM Configuration check box is selected (default), and click Done. The configuration wizard displays the first time you launch the application. To continue with configuration go to Migrating Connectrix Manager 9.7 Data to EFCM 9.7 on page 31. 30

Migrating Connectrix Manager 9.7 Data to EFCM 9.7 1. Start EFCM 9.7 from the Start menu or the desktop icon. The configuration wizard will display the first time you launch the application. 2. On the Welcome screen, click Next. 3. On the License Agreement screen, read the agreement, select Yes and click Next. 4. On the Copy Data and Settings screen, browse to the install path of the previous version (for example, D:\Program Files\EFCM 9.7) and click Next. If you are migrating Connectrix Manager 9.7 data from a different machine, then you need to share the drive from the Connectrix Manager 9.7 machine and map it to the EFCM 9.7 machine. Refer to Migrating Data Between Windows Servers on page 62. 5. On the EFCM 9.7 Server License screen, enter the new license key and serial number (from the PFE website), if necessary, and click Next. NOTE: When upgrading from 9.X or later, the License Key and Serial Number fields contain the values from the source version. The License Key field is not case-sensitive. 6. On the EFCM 9.7 Server License Summary screen, verify the installation data, then click Finish. A message displays that user settings are being applied and to please wait. For migrations from environments with large amounts of data, this may take some time. When migration is complete, the EFCM 9.7 Log In dialog box displays. 31

7. On the EFCM 9.7 Log In dialog box, enter your user ID and password and click Login. 8. After you confirm that the EFCM 9.7 install is working properly, uninstall Connectrix Manager 9.7. NOTE: Only one EFCM or Connectrix Manager server can be running at a time; therefore, close and stop service of older versions of Connectrix Manager to prevent the older server version from starting and competing for switches managed by EFCM 9.7. a. Select Start > Programs > Connectrix Manager 9.7 > Uninstall Connectrix Manager. If any related services (such as Client.exe or ClientD.exe) are still running, the following Warning message displays: Uninstall will stop all the EFCM services and shut down the application if it is running. Do you want to proceed?. Click Yes to close all services and continue uninstall. b. On the Uninstall Option screen, select one of the following options: Partial Uninstall Configuration and performance data is retained to be re-used by the new installation. Full Uninstall All data is removed. c. Click Uninstall. d. On the Uninstall Complete screen, click Done. 32

Upgrading from EFCM 9.7 to Connectrix Manager 9.7 on Windows Systems Use the following steps to upgrade EFCM 9.7 to Connectrix Manager 9.7 on a rack-mount Management Server. Before Upgrading from EFCM 9.7 Make sure to fully back up your EFCM data on your current management servers. Copy the following directories to your configured backup drive, where <Install_Home> is the directory where the application is installed: <Install_Home>\Client <Install_Home>\Server <Install_Home>\Backup <Install_Home>\Call Home Make sure to obtain a new license key from the PFE Web site. Click Upgrade your Software on the main page and follow the steps to obtain a new license key. NOTE: When upgrading from 9.X or later, the License Key and Serial Number fields contain the values from the source version. Determine whether you are migrating data to another server, such as, from a notebook server to a 1U server. If so, refer to Migrating Data Between Windows Servers on page 62. Make sure to close all instances of the application before upgrading. Shut down EFCM on the management server, as well as on all remote workstations. Make sure to stop all EFCM Services for previous versions by completing the following steps: a. Select Start > Programs > EFCM 9.7 > Stop Services. b. Press any key to close the window. c. Select Start > Settings > Control Panel > Administrative Tools > Services. d. Right-click EFCM FTP Server and select Stop. 33

Installing Connectrix Manager 9.7 1. Insert the installation CD into the CD-ROM drive. If autorun is enabled, the installer will begin automatically. If autorun is not enabled, open the following file: <CD drive>\efcm97_win\install.exe The InstallAnywhere wizard will take you through the installation process. 2. On the Introduction screen, click Next. 3. On the Choose Install Set screen, select Server and Client or Client and click Next. NOTE: If you select Client, the installer will skip the steps that are not required. 4. On the Select Install Folder screen, select the usual location for your system s application files (for example, D:\Program Files) and click Next. NOTE: Do not select the installation folder for the previous version. NOTE: Do not install to the root directory (for example, C:\). 5. On the Pre-Installation Summary screen, review the your installation settings and click Install. 6. On the Installation Complete screen, make sure the Launch EFCM Configuration check box is selected (default), and click Done. The configuration wizard displays the first time you launch the application. To continue with configuration go to Migrating EFCM 9.7 Data to Connectrix Manager 9.7 on page 35. 34

Migrating EFCM 9.7 Data to Connectrix Manager 9.7 1. Start Connectrix Manager 9.7 from the Start menu or the desktop icon. The configuration wizard will display the first time you launch the application. 2. On the Welcome screen, click Next. 3. On the License Agreement screen, read the agreement, select Yes and click Next. 4. On the Copy Data and Settings screen, browse to the install path of the previous version (for example, D:\Program Files\EFCM 9.7) and click Next. If you are migrating EFCM 9.7 data from a different machine, then you need to share the drive from the EFCM 9.7 machine and map it to the Connectrix Manager 9.7 machine. Refer to Migrating Data Between Windows Servers on page 62. 5. On the Connectrix Manager 9.7 Server License screen, enter the new license key and serial number (from the PFE website), if necessary, and click Next. NOTE: When upgrading from 9.X or later, the License Key and Serial Number fields contain the values from the source version. The License Key field is not case-sensitive. 6. On the Connectrix Manager 9.7 Server License Summary screen, verify the installation data, then click Finish. A message displays that user settings are being applied and to please wait. For migrations from environments with large amounts of data, this may take some time. When migration is complete, the Connectrix Manager 9.7 Log In dialog box displays. 35

7. On the Connectrix Manager 9.7 Log In dialog box, enter your user ID and password and click Login. 8. After you confirm that the Connectrix Manager 9.7 install is working properly, uninstall EFCM 9.7. NOTE: Only one EFCM or Connectrix Manager server can be running at a time; therefore, close and stop service of older versions of EFCM to prevent the older server version from starting and competing for switches managed by Connectrix Manager 9.7. a. Select Start > Programs > Connectrix Manager 9.7 > Uninstall EFCM. If any related services (such as Client.exe or ClientD.exe) are still running, the following Warning message displays: Uninstall will stop all the EFCM services and shut down the application if it is running. Do you want to proceed?. Click Yes to close all services and continue uninstall. b. On the Uninstall Option screen, select one of the following options: Partial Uninstall Configuration and performance data is retained to be re-used by the new installation. Full Uninstall All data is removed. c. Click Uninstall. d. On the Uninstall Complete screen, click Done. 36

Upgrading from SANavigator 4.0, 4.1, or 4.1.1 to EFCM 9.1 on Windows Systems Use the following steps to upgrade SANavigator 4.0, 4.1, 4.1.1 to EFCM 9.1 on a rack-mount Management Server. NOTE If you are running SANavigator 3.5, you must upgrade to SANavigator 4.2.1 before you upgrade to EFCM 9.7. Before Upgrading from 4.X Make sure to fully back up your SANavigator data on your current management servers. Copy the following directories to your configured backup drive, where <Install_Home> is the directory where the application is installed: <Install_Home>\Client <Install_Home>\Server <Install_Home>\Backup <Install_Home>\Call Home Make sure to obtain a new license key from the PFE Web site. Click Upgrade your Software on the main page and follow the steps to obtain a new license key. Determine whether you are migrating data to another server, such as, from a notebook server to a 1U server. If so, refer to Migrating Data Between Windows Servers on page 62. Make sure to close all instances of the application before upgrading. Shut down SANavigator on the management server, as well as on all remote workstations. 37

Determine whether you are migrating Remote Discovery Connector (RDC) data. Changes made to the deployment.properties and peers.properties files are not migrated. Make sure to copy the peers.properties file to the EFCM directory (<Install_Home>\resources\Server\), where <Install_Home> is the directory where the server discovering the RDC is installed. The deployment.properties file has changed to deployment.xml file; therefore, you must manually edit the XML files to meet your requirements. The deployment.xml file is located in the EFCM directory (<Install_Home>\resources\Server\), and you configure the XML file the same way you did the properties file, except for the XML format. The XML format includes comments which explain how to configure the file for different scenarios. For example:  <property> <name>com.smp.plugsnpeers.plugs.icontainer</name>  <value-item target-id="default"> <value>com.smp.server.plugdiscovery.classicdiscoveryconta iner</value> </value-item>   Make sure to stop all SANavigator Services for previous versions by completing the following steps: a. Select Start > Programs > McDATA > SANavigator 4.X > Stop Services. b. Press any key to close the window. 38

Installing EFCM 9.1 1. Insert the installation CD into the CD-ROM drive. If autorun is enabled, the installer will begin automatically. If autorun is not enabled, open the following file: <CD drive>\efcm91_win\install.exe The InstallAnywhere wizard will take you through the installation process. 2. On the Introduction screen, click Next. 3. On the Choose Install Set screen, select Server and Client or Client and click Next. NOTE: If you select Client, the installer will skip the steps that are not required. 4. On the Select Install Folder screen, select the usual location for your system s application files (for example, D:\Program Files) and click Next. NOTE: Do not select the installation folder for the previous version. NOTE: Do not install to the root directory (for example, C:\). 5. On the Pre-Installation Summary screen, review the your installation settings and click Install. 6. On the Installation Complete screen, make sure the Launch EFCM Configuration check box is selected (default), and click Done. The configuration wizard displays the first time you launch the application. To continue with configuration go to Migrating SANavigator 4.0, 4.1, or 4.1.1 Data to EFCM 9.1 on page 40. 39

Migrating SANavigator 4.0, 4.1, or 4.1.1 Data to EFCM 9.1 NOTE Manual changes to the start up scripts are not migrated to the new version. You must make the changes manually. To migrate SANavigator 4.0, 4.1, or 4.1.1 data to EFCM 9.1, complete the following: 1. Start EFCM 9.1 from the Start menu or the desktop icon. The configuration wizard will display the first time you launch the application. 2. On the Welcome screen, click Next. 3. On the License Agreement screen, read the agreement, select Yes and click Next. 4. On the Copy Data and Settings screen, browse to the install path of the previous version (for example, D:\Program Files\McDATA\SANavigator 4.X) and click Next. If you are migrating SANavigator 4.X data from a different machine, then you need to share the drive from the SANavigator 4.X machine and map it to the EFCM 9.1 machine. Refer to Migrating Data Between Windows Servers on page 62. 5. On the EFCM 9.1 Server License screen, enter the license key (from the PFE website) and click Next. The License Key field is not case-sensitive. 6. On the EFCM 9.1 Server License Summary screen, verify the installation data, then click Finish. A message displays that user settings are being applied and to please wait. For migrations from environments with large amounts of data, this may take some time. When migration is complete, the EFCM 9.1 Log In dialog box displays. 40

7. On the EFCM 9.1 Log In dialog box, enter your user ID and password and click Login. 8. After you confirm that the EFCM 9.1 install is working properly, uninstall SANavigator 4.X. NOTE: Only one EFCM or SANavigator server can be running at a time; therefore, close and stop services of all versions of SANavigator to prevent the older server version from starting and competing for switches managed by EFCM 9.1. a. Select Start > Programs > McDATA > SANavigator 4.X > Uninstall SANavigator. b. On the Uninstall Option screen, select one of the following options: Partial Uninstall Configuration and performance data is retained to be re-used by the new installation. Full Uninstall All data is removed. c. Click Uninstall. d. On the Uninstall Complete screen, click Done. 9. To upgrade from EFCM 9.1 to EFCM 9.7 go to Upgrading from EFCM 9.X to EFCM 9.7 on Windows Systems on page 25. 41