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  • Admin Alert: Four Ways To Move An IBM i Partition, Part 1

    December 4, 2013 Joe Hertvik

    I’m currently working with a client to migrate three IBM i partitions to new Power 7+ machines located in two data centers in different states. While there are several ways to approach migration, over the next two issues I’ll discuss four specific techniques for moving an IBM i partition to a new location and the different tasks you have to perform for each technique.

    Four Ways To Move An IBM i

    In general, there are four techniques for moving an IBM i partition to a different machine:

    1. Restore the partition in place or to a new location using the same system name. This is a traditional restore where you take the old system down one night and bring it up on another system the next day.
    2. Restore to a new location using a different system name. This technique allows you to run both old and new systems at the same time and to test one installation against the other before cutting over. This move still requires a cut-over period and it requires additional configuration.
    3. Replicate to a different location using high availability (HA) software. Working with your HA vendor to replicate your machine to a different partition and then switch over to that partition to complete the migration.
    4. Using flash copy or another SAN technology to move a machine between connected networks. Many SANs including the IBM Storwize V7000, have flash-copy capabilities where you can flash a copy of an existing partition to another SAN. IBM‘s live partition mobility might be another example of this type of cloud-related migration.

    This issue, I’ll look at the first two techniques. I’ll finish covering the third and fourth moves next issue. If you know of any other techniques, please feel free to email me.

    There are pluses and minuses to all of these techniques. Let’s first look at the things you’ll need to do for all four move types.

    What Every Move Needs

    When moving any box to a different machine in another location, you’ll generally need to account for the following items.

    1. Telecom lines that allow your current users and companion servers to reach your moved partition with the same ease and with the same line speed as your existing partition. Stable network configuration is the bedrock of moving any system. Your lines must be in place well in advance of the move and they must be well-tested to avoid response time delays and other issues.
    2. Decisions on whether you can keep the same IP address scheme or whether you need to change IPs. Will you be able to keep your servers same IP addresses and extend your network to the new location or will you have to change IP addresses? Network extension can be done through a virtual LAN (VLAN), if the source and target networks are configured correctly. If you can’t extend your IP network to a secondary location, you’ll have to change your system’s IP addresses, which can bring its own headaches. If you change the IP address, you will also have to update your DNS entries, host tables on companion servers, and other internal and external references to your machine’s IP addresses.
    3. Most migrations start with a restore of some sort. All the options I’ll discuss here start with a system restore onto an empty partition and build on that restore. This is a traditional system restore and migration that you may have done in the past when you’re swapping out machine hardware.
    4. Getting new license keys to run IBM and third-party software on the new machine. You’ll need to work with IBM and all your third-party software providers to get new license keys so you can run your software on the new machines.

    Here are the first two ways you can move an IBM i partition to another Power i machine.

    Technique #1: Restore the partition in place or to a new location using the same system name.

    This is the traditional way of migrating to a new box. You take down the old box for the last time, perform a full system backup to media (usually tape), and then restore your old system to a new system using the backup media.

    The only changes you need to make to get the partition up and running are to change what resources it uses, such as disk, network connections, media, IP addresses, etc.

    If you have a HA solution for the partition you’re moving, you may opt to cut over to your backup system while restoring the main system so that you can keep processing running as usual.

    The biggest down side of this technique is that you can’t bring up the new partition live alongside the old partition. This is particularly true if you’re using pieces from the old hardware to build the new machine, such as during an upgrade.

    There’s nothing unusual about this technique. It’s what IBM i and older AS/400, System i, and iSeries shops have been doing for years. But the thing to notice about this technique is that it usually serves as the bedrock configuration for some of the other techniques. Nothing happens in many of the other techniques without first performing a restore from the old system.

    Technique #2: Restore to a new location using a different system name.

    This technique comes into play when you’re consolidating two different IBM i machines onto a single machine. If you’re simply moving the box to a new location with the same system name, IP address, etc., you’ll probably use the first technique described above.

    But an IBM i partition move gets much more complicated if you decide to change your system name while you’re performing the move. One of my clients did this recently when they were eliminating an old System i machine and moving their partitions to a Power 7+ box in another city. They had decided to change the system name so that the old and new partitions could be active at the same time and they could test the new partition before switching over. In merger or acquisition situations, partition name changes are sometimes asked for in order to bring the system name in line with the acquiring company’s standards.

    This technique starts the same way as scenario #1. You restore the old system to new hardware. Then you perform the traditional changes for new resource names, Ethernet lines, tape drives, etc.

    The difference comes when you have to change all the unique IBM i, companion server, and network items that reference either your IP address or your IBM i system name. This is necessary to get your restored system functional again on the network.

    To do that, here’s a partial list of all the system specific items that need to be changed and the green-screen commands to change them, when you rename an existing IBM i machine to a new system name.

    • System name–Use the Change Net Attributes (CHGNETA) command to change the IBM i system name. You may also need to change the partition’s Local control point name and Default local location network attributes using CHGNETA. These changes will require you to IPL the partition to take effect.
    • TCP/IP Domain name–Use the Change TCP/IP Domain (CHGTCPDMN) command to change the host and domain name to the proper values for your new partition.
    • DDM specifications–Use the Work with DDM Files (WRKDDMF) command on your companion IBM i systems to identify any DDM files that will need to be changed to point to the new system name. Use the Change DDM File (CHGDDMF) command to change the path to the new system name, if needed.
    • Digital Certificates–Your existing IBM i default store certificates may be keyed to the old domain name, causing applications that rely on those certificates to fail. When renaming your box, make sure to go into the IBM i Digital Certificate Manager and reconfigure any digital certificates that rely on your old domain name.
    • Distribution attributes for IBM i message services–Prompt the Change Distribution Attributes (CHGDSTA) command to see if you need to change the address on the Route to SMTP gateway parameter to specify your new system name. If it is pointing to your old system name, you may not be able to send emails using the IBM i send distribution feature. This can also affect third-party programs that use the send distribution feature to send out email alerts.
    • DNS entries–Add DNS entries to your external and internal DNS servers so users can reach the newly renamed system.
    • Host table names on the moved system and on companion servers–Make sure to change these items as needed, or you may not be able to connect from outside systems.
    • IBM i Access for Windows PC5250 configuration changes on user desktops–Either change the system name in your current PC5250 configurations to the new name or drop new PC5250 session files on to the user’s desktops. This could be the most time-consuming change as it can affect all your user systems.
    • NetServer server name–Double-check your NetServer name to see if it needs to be changed to reflect the new system name.
    • QFileSrv.400 links to your system–Some IBM i systems transfer data between systems by setting up direct QFileSrv.400 links between the servers. If a companion system uses a QFileSrv.400 link for your old system, you may have to create a new link to send data to the new system.
    • Relational Database Directory Entries (RDB)–Per IBM, RDB entries “. . . define the relational database names that can be accessed by system applications and to associate these relational database names with their corresponding network parameters. The system also uses the directory to specify if the connection uses Systems Network Architecture (SNA) or IP.” Use the Work with Relational Database Directory Entries (WRKRDBDIRE) command to see if you need to add new RDB entries for your new system name.
    • System Distribution Directory entries–Most systems have distribution directory entries for each user, and these entries are keyed to the old system name. Use the Work with Directory Entries command (WRKDIRE) to change individual entries. If you have too many entries to change by hand, research or work with IBM or a business partner to create a program for changing all entries to the new system name en masse.
    • Work with names for SMTP–There is an older separate SMTP distribution directory in IBM i that is sometimes used for email distribution. Use the Work with Names for SMTP command (WRKNAMSMTP) to change any entries that point to your old IBM i partition name. Make sure to look at the *ANY SMTP directory entry, as that is sometimes used as a default if no other SMTP distribution directory entry exists.

    The plus side of this technique is that you can set up and test your moved partition before it goes live, since it will be running at the same time as the partition it is replacing. You can more or less migrate at your leisure.

    The downsides to this technique are the following:

    1. It entails a large amount of custom configuration to ensure that the new machine and its clients, companion servers, and network components function correctly after go live. Many of the configuration changes listed above are mini-projects in themselves that will entail a good amount of time.
    2. Because you are running the new machine side-by-side with the existing box, you will have to refresh the configuration immediately before going live. You will either have to port changed application data over to the new partition or in some cases, you may need to rebuild and configure the new partition two to three times before going live.

    So while you may get the benefit of carefully moving and evaluating your new partition before going live, it will entail a lot of redundant work and a fair amount of time to move and rename a system on another machine. Unless it’s a business requirement, I don’t normally recommend renaming a partition when you move it to a new machine.

    Next issue: More techniques for moving an IBM i partition.

    Follow Me On My Blog, On Twitter, And On LinkedIn

    Check out my blog at joehertvik.com, where I focus on computer administration and news (especially IBM i); vendor, marketing, and tech writing news and materials; and whatever else I come across.

    You can also follow me on Twitter @JoeHertvik and on LinkedIn.

    Joe Hertvik is the owner of Hertvik Business Services, a service company that provides written marketing content and presentation services for the computer industry, including white papers, case studies, and other marketing material. Email Joe for a free quote for any upcoming projects. He also runs a data center for two companies outside Chicago. Joe is a contributing editor for IT Jungle and has written the Admin Alert column since 2002.



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Volume 13, Number 23 -- December 4, 2013
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