How to Upgrade to Neverfail Heartbeat V5.1.1-x64 When Neverfail for Exchange is Installed

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Summary

This Knowledgebase article explains how to upgrade to Neverfail Heartbeat V5.1.1-x64 when Neverfail for Exchange is installed on the server pair. The upgrade to V5.1.1-x64 can only be applied to Neverfail Heartbeat V5.1.0-x64.

More information

The article consists of two sections, one for server pairs running any combination of the “Hub Transport”, “Mailbox”, “Unified Messaging” and “Client Access” roles of Exchange 2007, and one for servers running the “Edge Transport” role of Exchange 2007.

If you want to upgrade Client Tools Only installations, please follow advice in the section titled section ‘Upgrading Client Tools Only installations on client PCs’ of Knowledgebase article #1204 - ‘How to Upgrade to Neverfail Heartbeat V5.1.1’,.

The section 'Upgrading server pairs running the “Hub Transport”, “Mailbox”, “Unified Messaging” or “Client Access” roles of Exchange 2007' describes the additional steps required to successfully upgrade Neverfail Heartbeat on the server pair, when Neverfail for Exchange is installed.


Procedure

To upgrade Heartbeat, follow the instructions in Knowledgebase article #1204 - ‘How to Upgrade to Neverfail Heartbeat v5.1.1’, then perform the following additional steps:

  1. Go to https://extranet.neverfailgroup.com/solutions/utilities.asp and download the Exchange (2007) Filter Discovery Utility.
  2. Extract the contents to a temporary location on the active server.
  3. Shutdown Neverfail Heartbeat (you may leave protected applications running).
  4. On the active server, copy the files extracted at step 2 to the %install_dir%\Neverfail\R2\bin folder, overwriting the existing file(s).
  5. Start Neverfail Heartbeat on both servers.
  6. On the active server ONLY:
    1. Open a Command window.
    2. Change to the %install_dir%\R2\bin directory.
    3. Run the following from the command prompt:
    4. nfappendregfilters.exe HKEY_LOCAL_MACHINE\Software\Microsoft\Exchange\**

      nfappendregfilters.exe HKEY_LOCAL_MACHINE\System\*ControlSet*\Services\*Exchange**

      nfappendregfilters.exe HKEY_LOCAL_MACHINE\System\*ControlSet*\Services\MSSpeechService\**

      nfappendregfilters.exe HKEY_LOCAL_MACHINE\System\*ControlSet*\Services\w3svc\**

    5. Close the Command window.

Upgrading server pairs running the “Edge Transport” role of Exchange 2007

This section describes the steps required to successfully upgrade Neverfail Heartbeat and Neverfail for Exchange on the server pair. This replaces the steps described in Knowledgebase article #1204 - ‘How to Upgrade to Neverfail Heartbeat v5.1.1'.

IMPORTANT:

  • If your Neverfail Heartbeat deployment includes one or more of the Application Module eXtensions (AMXs) supported by the Exchange Application Module, please uninstall these AMXs before using the procedure described below. The AMXs can be reinstalled once the procedure is complete.
  • If your Neverfail Heartbeat deployment includes the Exchange Application Module along with other Application Modules (for example, Neverfail for SQL Server or Neverfail for File Server), please contact Neverfail Support. Otherwise, use the procedure described below.

NOTE: The installation of the Exchange Application Module by this method requires a license for the AM(X) Enabler Module. This license is free – please contact your Neverfail Channel Partner to obtain one.

The upgrade process requires the un-installation and re-installation of the Exchange AM and takes place in 5 distinct phases:

  1. Saving user-configurable settings
  2. Uninstalling the existing Exchange Application Module
  3. Upgrading Neverfail Heartbeat
  4. Installing the new version of the Exchange Application Module
  5. Loading the user-configurable settings

It is necessary to complete all five phases in the order given above.

During some parts of the procedure, the active server will become passive and will need to be isolated from the network, by either disabling or physically disconnecting the principal (Public) NIC(s). For this reason, the procedure described below should not be attempted unless:

  • You have access to the active server via a local console (i.e. via a dedicated keyboard and mouse attached to the server, or via a KVM switch or similar device attached to the server); OR
  • You can obtain Terminal Services / Remote Desktop access to the passive server via one of its channel NICs. This may be possible if the channel connection is via a LAN rather than via crossover cables.

During the upgrade process, you may receive Windows warnings that the software being installed has not passed Windows Logo Testing. Please ignore these warnings and press Continue Anyway .

Installation steps:

  1. On a remote client PC or the active server, as appropriate, perform the following:
    1. Go to the 'Products / Downloads' area of the Neverfail Partner Extranet and download Z-Sw-H-V5.1.1-X64.zip. Extract the contents to a temporary folder and copy this folder (referred to below as the 'update kit' folder) to both of the servers in your Neverfail pair. The Service Pack is contained in this zip file and is called "ServicePack.nfs"
    2. On the Neverfail partner Extranet, go to Products /Downloads -> Utilities etc . -> SQL Server Preserve Settings Utility and download 'U-PreserveSettingsUtilities-2007-02-27.zip'. Extract the contents on the active server, in the %install_dir%\Neverfail\R2\Bin folder. The zip file contains 4 utilities:
      • getpAllSettings.bat – used to save all Neverfail Heartbeat settings to a text file (default file: C:\NFConfigDump.txt).
      • getsFileFilters.bat – used to save Neverfail Heartbeat filters set to a text file (default file: C:\NFFileFilters.txt).
      • doSaveSettings.bat – used to save Neverfail Heartbeat user-configurable settings to a text file (default file C:\NFSettings.xml).
      • doLoadSettings.bat – used to load Neverfail Heartbeat user-configurable settings from a text file (default file C:\NFSettings.xml).
  2. Note: doSaveSettings.bat / doLoadSettings.bat utilities will not save/load the Neverfail Heartbeat File Filters or Neverfail Heartbeat Shadow History. After the upgrade process is completed, manually add back any missing custom file filters, by consulting the NFFileFilters.txt file.

  3. On the active server (usually the Primary):
    1. From %install_dir%\R2\Bin, run getpAllSettings.bat. Wait for the utility to finish executing, and then open C:\NFConfigDump.txt with a text editor and check that the file is not corrupted or empty. Rename C:\NFConfigDump.txt to C:\NFConfigDump_Before.txt.
    2. From %install_dir%\R2\Bin, run getsFileFilters.bat. Wait for the utility to finish executing, and then open C:\NFFileFilters.txt with a text editor and check that the file is not corrupted or empty. Verify that all of your current Neverfail Heartbeat File Filters are listed in the file.
    3. From %install_dir%\R2\Bin, run doSaveSettings.bat. Wait for the utility to finish executing, and then open C:\NFSettings.xml using Internet Explorer, which should be able to render this file in human-readable format, in order to check that the file is not corrupted or empty. If your version of Explorer will not render the file, open it in notepad instead, taking care not to alter the file content in any way. Close the file when you have checked it.
  4. Shutdown Neverfail Heartbeat, selecting the option to 'Exit Neverfail Heartbeat but leave protected applications running'.
  5. Close all remaining instances of the 'Neverfail Server Pairs Overview' windows, and any other Neverfail Management Client interfaces.
  6. On the active server:
    1. Run 'Uninstall' from Start -> Programs -> Neverfail .
    2. Select the option 'Uninstall Selected Components'.
    3. Select Exchange and follow the on-screen instructions to complete the process.
    4. Locate the update kit folder on the disk and run "Setup.exe" to start the install wizard.
    5. Select the option 'Install Service Pack'.
    6. If prompted, enter a corresponding license.
    7. Enter the path to the "ServicePack.nfs" file in the update kit folder.
    8. Follow the on-screen instructions to complete the update.
    9. Once complete you will be prompted to restart the server.
    10. Open the TCP/IP properties for the channel NIC(s) and check that the Neverfail Packet Filter Driver is not installed on any of them (i.e. it must be unchecked). The Neverfail Packet Filter Driver must not operate on the Neverfail Channel NIC(s) but must be installed (checked) on any principal (public) network connections.
    11. Shutdown Neverfail Heartbeat, selecting the option to 'Exit Neverfail Heartbeat but leave protected applications running'.
    12. Open the Windows SCM, and check that all Exchange services with Startup Type set to ‘Automatic’ are running.
    13. Locate the update kit folder on the disk and run "Setup.exe" to start the install wizard.
    14. Select the option 'Install AM'.
    15. On the "License Configuration" dialog click Next , or add a corresponding license if necessary.
    16. Enter the path to the "Exchange.vbs" file in the update kit folder.
    17. Follow the on screen instructions to complete the update.
    18. Start Neverfail Heartbeat
    19. From %install_dir%\R2\Bin, run doLoadSettings.bat. Wait for the utility to finish executing.
    20. On the active server, or a remote client, open the Neverfail Heartbeat Management Client. Navigate to Data -> Configuration , and manually check the list of File Filters. Add back any missing custom file filters, making reference to NFFileFilters.txt. The new Application Module may set additional filters automatically; so you should not delete any filters.
    21. From %install_dir%\R2\Bin, run getpAllSettings.bat. Wait for the utility to finish executing, and then open C:\NFConfigDump.txt with a text editor and check that the file is not corrupted or empty. Rename C:\NFConfigDump.txt to C:\NFConfigDump_After.txt
    22. Copy the NFConfigDump_Before.txt and C:\NFConfigDump_After.txt files to %install_dir%\Support.
    23. Shutdown Neverfail Heartbeat, selecting ‘Exit Neverfail Heartbeat and stop all protected applications’.
    24. You must now isolate this server, by either unplugging network cables from all principal (public) NICs or disabling all principal (public) NICs.
  7. On the passive Server:
    1. Run 'Uninstall' from Start -> Programs -> Neverfail .
    2. Select the option 'Uninstall Selected Components'.
    3. Select Exchange and follow the on-screen instructions to complete the process.
    4. NOTE: Uninstalling an Application Module will usually make your Secondary (passive) server Primary and active. This is normal behavior.

    5. Use the ‘Configure Server Wizard’ to configure the server as Secondary, active and to check the correct settings for the channel and principal (public) IP addresses. Click Finish to apply the changes and close the wizard.
    6. Locate the update kit folder on the disk and run "Setup.exe" to start the install wizard.
    7. Select the option 'Install Service Pack'.
    8. If prompted, enter a corresponding license.
    9. Enter the path to the "ServicePack.nfs" file in the update kit folder.
    10. Follow the on screen instructions to complete the update.
    11. Once complete you will be prompted to restart the server.
    12. Open the TCP/IP properties for the channel NIC(s) and check that the Neverfail Packet Filter Driver is not installed on any of them (i.e. it must be unchecked). The Neverfail Packet Filter Driver must not operate on the Neverfail Channel NIC(s) but must be installed (checked) on any principal (public) network connections.
    13. Open the Windows SCM, and check that all Exchange services with Startup Type set to ‘Automatic’ are running.
    14. Locate the update kit folder on the disk and run "Setup.exe" to start the install wizard.
    15. Select the option 'Install AM'.
    16. On the "License Configuration" dialog click Next , or add a corresponding license if necessary.
    17. Enter the path to the "Exchange.vbs" file in the update kit folder.
    18. Follow the on screen instructions to complete the update.
    19. Start Neverfail Heartbeat
    20. Shutdown Neverfail Heartbeat, selecting ‘Exit Neverfail Heartbeat and stop all protected applications’.
    21. Use the ‘Configure Server Wizard’ to change the role of this server to passive. This will restore the server pair to the initial configuration (i.e. at step 2).
  8. On the active server:
    1. Reconnect all principal (public) network cables or enable all principal (public) NICs (depending on the disconnection method selected at step 5 (x).
    2. Start Neverfail Heartbeat.
  9. Start Neverfail Heartbeat on the passive server and allow the servers to synchronize. Heartbeat will automatically copy any configuration changes from the active server to the passive server, so you may see some warnings / errors in the Neverfail Logs.
  10. On a remote client PC, or the active server, as appropriate, use the Neverfail Heartbeat Management Client to check that the Neverfail Channel is connected and that the pair is either in synch or that a Full System Check is in progress.

Note: The Management Client version must be the same as the version running on the Neverfail Heartbeat pair you wish to connect to.


Applies To

Neverfail Heartbeat V5.1.1-x64


Related Information

None

KBID-1212

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