Installing or Upgrading EFT in a Cluster

1. Set up a load balancer according to the vendor’s documentation.

3. Run the EFT installer on the node that has access to the clustered (shared resource) disk. Follow the prompts and refer to "Installing the Server, Interface, and Modules" in the EFT help documentation, if necessary.

6. A prompt appears asking "Is this the first node in the cluster?" Do one of the following:

• Click Yes if this is the first node in the cluster.

• Click No if you already installed EFT on the first node and you are now installing EFT on a subsequent node.

8. On the Choose Shared Settings Location page, specify the shared resource disk, and then click Next.

Note: If you cannot browse to the shared resource disk, then the clustered disk is offline or assigned to the other node. CANCEL the installation and verify that the clustered disk can be accessed on the node you are installing on, and then restart the installation process.

10. On the final page of the installer, Start the EFT Enterprise service, and then click Finish.

11. Configure the first node of the cluster, license EFT and any add-on modules.

12. Repeat steps 3– 10 on subsequent nodes. (Be sure to click No in step 5.) "Silent" command-line options are available in the online help at http://help.globalscape.com/help/eft7/mergedProjects/eft/Silent_Installation.htm. Subsequent nodes pick up all configuration done to the first node, because all nodes share the same configuration file.

1. Stop EFT service on both (all) nodes

3. Execute installer on node 1
1. Choose Upgrade option
2. Verify installation directory
3. On the first node upgrade choose “Upgrade ARM Database”
4. Verify the database settings (if there are no schema changes, it will not run a database upgrade)
5. Follow the prompts to complete the upgrade.

(Note:Installer will create a backup of the existing configuration and store it in the config path)

4. Execute the installer on node 2
1. Choose Upgrade option
2. Verify installation directory
3. Verify shared configuration path
4. On the second node upgrade, you can skip the “Upgrade ARM Database” option
5. Follow the prompts to complete the upgrade.

(Note:Installer will create a backup of the existing configuration and store it in the config path)

!!!DO NOT START THE EFT SERVICE ON THE SECOND NODE!!!

6. Start service on second node – verify service starts successfully

1. Setup Microsoft Failover Clustering, Symantec’s Veritas Cluster Server, or other third-party cluster manager according to your cluster manager vendor’s documentation.

3. Run the EFT installer on the node that has access to the clustered (shared resource) disk. Follow the prompts and refer to Installing the Server, Interface, and Modules, if necessary.

5. A prompt appears asking "Is this the first node in the cluster?" Do one of the following:

• Click Yes if this is the first node in the cluster.

• Click No if you already installed EFT on the first node and you are now installing EFT on the second node.

7. On the Choose EFT Enterprise configuration data location page, specify the shared resource disk, and then click Next.

Note: If you cannot browse to the shared resource disk, then the clustered disk is offline or assigned to the other node. CANCEL the installation and verify that the clustered disk can be accessed on the node you are installing on, and then restart the installation process.

9. On the final page of the installer, ensure that the Start the EFT Enterprise service check box is NOT selected, and then click Finish.

11. Repeat steps 3– 9 on the second node. (Be sure to click No in step 5.)

13. Once the role is created, the EFT service on the second node will be started by the cluster. Launch the EFT administration interface, connect to the EFT on the second node, configure EFT, and license the product and any add-on modules.

Note: Make sure you specify a Site root folder on the shared resource drive when creating your first Site. (For example: Site Root = H:\Data.)

1. Gather your credentials: EFT administrator and SQL or Oracle database owner (unless using Windows authentication).

3. Open the third-party cluster administrator tool and take the cluster offline. Also take the EFT Enterprise clustered role (formerly called "clustered applications and services") offline.

Note: Microsoft’s failover cluster will bring down the disk resource when the role is stopped. You may need to detach the clustered disk from the role and bring the clustered disk resource back online so that the installer can write files to the clustered (shared resource) disk.

5. On the Prior version detected page, click Upgrade cluster, and then click Next. When the confirmation prompt appears, click Yes to confirm that you have read the cluster documentation.

7. On the Choose Install Location page, verify that the DestinationFolder matches the current program install directory, typically C:\Program Files\Globalscape\EFT Enterprise, and then click Next.

9. Click Use existing SQL Server or Use existing Oracle database, as appropriate, and then click Next.

11. Provide your database credentials if using SQL or Oracle authentication, otherwise click Windows authentication. Click Test to verify your database connection. After the database credentials have been verified, click Next.

Note: Do not proceed with the installation if you are unable to validate your database connection. Contact Globalscape support or your database administrator for further assistance.

13. On the final page of the installer, ensure that the Start the EFT Enterprise service check box is NOT selected, and then click Finish.

15. Repeat step 4-14 above on the second node, making sure to click No in step 6 when the prompt asks "Is this the first node in the cluster?" You will not be prompted to upgrade the database for the second node.

17. If applicable you can start routing traffic back from the DR site to the primary. Repeat the cluster upgrade procedure on the DR site once you feel confident with the new version.