Novell, Inc. makes no representations or warranties with respect to the contents or use of this documentation, and
specifically disclaims any express or implied warranties of merchantability or fitness for any particular purpose.
Further, Novell, Inc. reserves the right to revise this publication and to make changes to its content, at any time,
without obligation to notify any person or entity of such revisions or changes.
Further, Novell, Inc. makes no representations or warranties with respect to any software, and specifically disclaims
any express or implied warranties of merchantability or fitness for any particular purpose. Further, Novell, Inc.
reserves the right to make changes to any and all parts of Novell software, at any time, without any obligation to
notify any person or entity of such changes.
Any products or technical information provided under this Agreement may be subject to U.S. export controls and the
trade laws of other countries. You agree to comply with all export control regulations and to obtain any required
licenses or classification to export, re-export, or import deliverables. You agree not to export or re-export to entities
on the current U.S. export exclusion lists or to any embargoed or terrorist countries as specified in the U.S. export
laws. You agree to not use deliverables for prohibited nuclear, missile, or chemical biological weaponry end uses.
Please refer to www.novell.com/info/exports/ for more information on exporting Novell software. Novell assumes no
responsibility for your failure to obtain any necessary export approvals.
Novell, Inc. has intellectual property rights relating to technology embodied in the product that is described in this
document. In particular, and without limitation, these intellectual property rights may include one or more of the U.S.
patents listed at http://www.novell.com/company/legal/patents/ and one or more additional patents or pending patent
applications in the U.S. and in other countries.
Novell, Inc.
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Waltham, MA 02451
U.S.A.
www.novell.com
Online Documentation: To access the online documentation for this and other Novell products, and to get
updates, see www.novell.com/documentation.
Novell Trademarks
Client32 is a trademark of Novell, Inc.
eDirectory is a trademark of Novell, Inc.
NetWare is a registered trademark of Novell, Inc., in the United States and other countries.
NetWare Core Protocol and NCP are trademarks of Novell, Inc.
NMAS is a trademark of Novell, Inc.
Novell is a registered trademark of Novell, Inc., in the United States and other countries.
Novell Client is a trademark of Novell, Inc.
Novell Directory Services and NDS are registered trademarks of Novell, Inc., in the United States and other
countries.
Ximiam is a registerd trademark of Novell, Inc., in the United States and other countries.
ZENworks is a registered trademark of Novell, Inc., in the United States and other countries.
Third-Party Materials
All third-party trademarks are the property of their respective owners.
This product includes software developed by the OpenSSL Project for use in the OpenSSL Toolkit (http://
www.openssl.org).
novdocx (en) 6 April 2007
novdocx (en) 6 April 2007
Contents
About This Book9
1 Installing or Upgrading Novell eDirectory on NetWare11
This Installation Guide describes how to install Novell® eDirectoryTM 8.8. It is intended for network
administrators, and contains the following sections:
Chapter 1, “Installing or Upgrading Novell eDirectory on NetWare,” on page 11
Chapter 2, “Installing or Upgrading Novell eDirectory on Windows,” on page 23
Chapter 3, “Installing or Upgrading Novell eDirectory on Linux,” on page 35
Chapter 4, “Installing or Upgrading Novell eDirectory on Solaris,” on page 69
Chapter 5, “Installing or Upgrading Novell eDirectory on AIX,” on page 83
Chapter 6, “Installing or Upgrading Novell eDirectory on HP-UX,” on page 97
Chapter 7, “Relocating the DIB,” on page 113
Chapter 8, “Upgrade Requirements of eDirectory 8.8,” on page 115
Chapter 9, “Configuring Novell eDirectory on Linux, Solaris, AIX, or HP-UX Systems,” on
page 121
novdocx (en) 6 April 2007
Chapter 10, “Migrating to eDirectory 8.8 SP2,” on page 129
Chapter 11, “Uninstalling Novell eDirectory,” on page 133
Appendix A, “Linux, Solaris, AIX, and HP-UX Packages for Novell eDirectory,” on page 137
Appendix B, “Server Health Checks,” on page 141
Appendix C, “Configuring OpenSLP for eDirectory,” on page 147
Audience
The guide is intended for network administrators.
Feedback
We want to hear your comments and suggestions about this manual and the other documentation
included with this product. Please use the User Comments feature at the bottom of each page of the
online documentation, or go to www.novell.com/documentation/feedback.html and enter your
comments there.
Documentation Updates
For the most recent version of the Novell eDirectory 8.8 Installation Guide, see the Novell
eDirectory 8.8 Documentation (http://www.novell.com/documentation/edir88/index.html) Web s i t e.
Additional Documentation
For documentation on managing and administering eDirectory, see the Novell eDirectory 8.8
In this documentation, a greater-than symbol (>) is used to separate actions within a step and items
within a cross-reference path.
®
A trademark symbol (
, TM, etc.) denotes a Novell trademark. An asterisk (*) denotes a third-party
trademark.
When a single pathname can be written with a backslash for some platforms or a forward slash for
other platforms, the pathname is presented with a backslash. Users of platforms that require a
forward slash, such as Linux* and UNIX*, should use forward slashes as required by your software.
novdocx (en) 6 April 2007
10Novell eDirectory 8.8 Installation Guide
1
Installing or Upgrading Novell
novdocx (en) 6 April 2007
eDirectory on NetWare
Use the following information to install or upgrade Novell® eDirectoryTM 8.8 on a NetWare® server:
Section 1.1, “System Requirements,” on page 11
Section 1.2, “Prerequisites,” on page 11
Section 1.3, “Hardware Requirements,” on page 12
Section 1.4, “Forcing the Backlink Process to Run,” on page 13
Section 1.5, “Updating the eDirectory Schema for NetWare,” on page 13
Section 1.6, “Disk Space Check on Upgrading to eDirectory SP2 or later,” on page 15
Section 1.7, “Installing or Upgrading Novell eDirectory on NetWare,” on page 15
1.1 System Requirements
System requirements vary depending on the version to which eDirectory is upgraded. The following
sections contain the system requirements for upgrading to eDirectory 8.8 and eDirectory 8.8 SP2.
1.1.1 Upgrade to eDirectory 8.8
1
You can upgrade to eDirectory 8.8 on the following version of NetWare:
NetWare 6.5 with Support Pack 3 or later (http://support.novell.com/filefinder/18197/
index.html)
Administrative rights to the eDirectory tree so you can modify the schema.
1.1.2 Upgrade to eDirectory 8.8 SP2
You can upgrade to eDirectory 8.8 SP2 on the following version of NetWare:
NetWare 6.5 with Support Pack 4 or later (http://support.novell.com/filefinder/18197/
index.html)
Administrative rights to the eDirectory tree so you can modify the schema.
For information on hardware requirements, see Section 1.3, “Hardware Requirements,” on page 12.
1.2 Prerequisites
IMPORTANT: Check the currently installed Novell and Third Party applications to determine if
eDirectory 8.8 is supported before upgrading your existing eDirectory environment. You can find
out the current status for Novell products in the TID - What Novell products are supported with
Installing or Upgrading Novell eDirectory on NetWare
11
Novell eDirectory 8.8? (http://support.novell.com/cgi-bin/search/searchtid.cgi?10099872.htm) It is
also highly recommended to backup eDirectory prior to any upgrades.
If you are installing into an eDirectory tree that has NetWare and Windows servers, each
NetWare server must be running:
NetWare 5.1 with Support Pack 8 (http://support.novell.com/filefinder/9331/index.html)
or later
NetWare 6.0 with Support Pack 5 (http://support.novell.com/filefinder/13659/index.html)
or later
NetWare 6.5 with Support Pack 3 (http://support.novell.com/filefinder/18197/index.html)
or later
Each Windows server must be running eDirectory 8.7.3 or later.
(Conditional) NICI 2.7 and eDirectory 8.8 support key sizes up to 4096 bits. If you want to use
a 4 KB key size, every server must be upgraded to eDirectory 8.8. In addition, every
workstation using the management utilities, for example, iManager and ConsoleOne, must
have NICI 2.7 installed on it.
When you upgrade your Certificate Authority (CA) server to eDirectory 8.8, the key size will
not change; it will be 2 KB. The only way to create a 4 KB key size is recreate the CA on an
eDirectory 8.8 server. In addition, you would have to change the default from 2 KB to 4 KB for
the key size, during the CA creation.
novdocx (en) 6 April 2007
(Conditional) If you are upgrading a NetWare server as a nonadministrator user, ensure that you
have met the following prerequisites:
A NetWare server in the eDirectory 8.8 tree installed as the tree admin
Ensure that you have the following rights:
Supervisor rights to the container the server is being installed into.
All Attributes rights: read, compare, and write rights over the W0.KAP.Security object.
Entry rights: browse rights over Security container object.
All Attributes rights: read and compare rights over Security container object.
As a nonadministrator user, you can only upgrade a NetWare server.
(Conditional) If you are installing a secondary server into an existing tree as a nonadministrator
user, ensure that at least one of the servers in the tree has the same or higher eDirectory version
as that of the secondary being added as container admin. In case the secondary being added is
of later version, then the schema needs to be extended by the admin of the tree before adding
the secondary using container admin.
Configuring Static IP Address
Static IP address must be configured on the server for the eDirectory to perform efficiently.
Configuring eDirectory on the servers with DHCP address can lead to unpredictable results.
1.3 Hardware Requirements
Hardware requirements depend on the specific implementation of eDirectory.
For example, a base installation of eDirectory with the standard schema requires about 74 MB of
disk space for every 50,000 users. However, if you add a new set of attributes or completely fill in
12Novell eDirectory 8.8 Installation Guide
every existing attribute, the object size grows. These additions affect the disk space, processor, and
memory needed.
Two factors increase performance: more cache memory and faster processors.
For best results, cache as much of the DIB Set as the hardware allows.
eDirectory scales well on a single processor. However, Novell eDirectory 8.7 took advantage of
multiple processors. Adding processors improves performance in some areas—for example, logins
and having multiple threads active on multiple processors. eDirectory itself is not processor
intensive, but it is I/O intensive.
The following table illustrates typical system requirements for eDirectory for NetWare:
ObjectsProcessorMemoryHard Disk
100,000Pentium* III 450-700 MHz (single)384 MB144 MB
1 millionPentium III 450-700 MHz (dual)2 GB1.5 GB
10 millionPentium III 450-700 MHz (2 to 4)2+ GB15 GB
novdocx (en) 6 April 2007
Requirements for processors might be greater than the table indicates, depending upon additional
services available on the computer as well as the number of authentications, reads, and writes that
the computer is handling. Processes such as encryption and indexing can be processor intensive.
Of course, faster processors improve performance. Additional memory also improves performance
because eDirectory can then cache more of the directory into memory.
1.4 Forcing the Backlink Process to Run
Because the internal eDirectory identifiers change when upgrading to Novell eDirectory, the
backlink process must update backlinked objects for them to be consistent.
Backlinks keep track of external references to objects on other servers. For each external reference
on a server, the backlink process ensures that the real object exists in the correct location and verifies
all backlink attributes on the master of the replica. The backlink process occurs two hours after the
database is open and then every 780 minutes (13 hours). The interval is configurable from 2 minutes
to 10,080 minutes (7 days).
After migrating to eDirectory, we recommend that you force the backlink to run by issuing the
following commands from the server console. Running the backlink process is especially important
on servers that do not contain a replica.
1 At the server console, enter set dstrace=on.
2 Enter set dstrace=+blink.
3 Enter set dstrace=*b.
4 When the process is complete, enter set dstrace=off.
1.5 Updating the eDirectory Schema for NetWare
When upgrading a NetWare server to eDirectory 8.8, you might need to update the eDirectory
schema by running DSRepair on the server that has the master replica of the root partition.
Installing or Upgrading Novell eDirectory on NetWare13
IMPORTANT: If the master replica of the root partition resides on a Windows server, follow the
instructions in Section 2.5, “Updating the eDirectory Schema for Windows,” on page 26.
For an upgrade that needs a platform upgrate also, refer to Chapter 10, “Migrating to eDirectory 8.8
SP2,” on page 129.
To update the schema:
1 Copy the appropriate dsrepair.nlm file from the product CD (or downloaded and
expanded file) to the sys:\system directory of the server that contains the master replica of
the Tree partition.
2 At the server console of the master replica of the root partition, load dsrepair.nlm.
3 Select Advanced Options Menu > Global Schema Operations.
4 Enter the Administrator's name (for example, Admin.VMP) and password.
NOTE: In eDirectory 8.8 and later, you can have case sensitive passwords for all the utilities.
Refer to Novell eDirectory 8.8 What's New Guide (http://www.novell.com/documentation/
edir88/index.html) for more information.
novdocx (en) 6 April 2007
5 Select Post NetWare 5 Schema Update > Yes .
dsrepair.nlm updates the schema and posts the results to the dsrepair.log file.
Ignore errors associated with adding object classes. dsrepair.nlm is simply applying the
Post NetWare 5 Schema Update changes to each object.
6 Copy the appropriate patch version of dsrepair.nlm to each NetWare server in the
eDirectory tree.
Use the table in Step 1 as a reference. Having a correct version on each server ensures that the
schema needed for eDirectory is properly maintained when dsrepair.nlm is run in the
future.
If you use an earlier version of dsrepair.nlm and select Rebuild Operational Schema,
schema enhancements made by the Post NetWare 5 Schema Update will be lost. To resolve lost
schema enhancements, run dsrepair.nlm according to the following table.
If You Are Running dsrepair.nlm From
Here
A server that holds a writable replica of the
root partition
From any other serverSelect Advanced Options > Global Schema
Then
Reapply the Post NetWare 5 Schema Update to
your eDirectory tree.
Operations > Request Schema from Tree.
This action resynchronizes the schema from the root of the tree.
7 Close dsrepair.nlm before installing eDirectory on the server.
If dsrepair.nlm is loaded, the server might not restart.
14Novell eDirectory 8.8 Installation Guide
1.6 Disk Space Check on Upgrading to
eDirectory SP2 or later
When eDirectory server is upgraded from previous versions to eDirectory 8.8 SP2 or later, the disk
space check for the DIB upgrade would be performed. The free disk space necessary in the file
system, where the DIB resides would be equal to that of the DIB size. The messages of the disk
space check would be updated in the sys:\system\dscheck.log.
NOTE: The disk space check is required only during the DIB upgrade process. For more
information, refer to Chapter 8, “Upgrade Requirements of eDirectory 8.8,” on page 115.
1.7 Installing or Upgrading Novell eDirectory on
NetWare
This section contains the following information:
“Installing or Upgrading Novell eDirectory 8.8 on NetWare” on page 15
“Server Health Checks” on page 16
novdocx (en) 6 April 2007
“Installing NMAS Server Software” on page 16
“Installing NMAS Client Software” on page 17
“Installing into a Tree with Dotted Name Containers” on page 17
“Unattended Upgrade to eDirectory 8.8 SP2 on Netware” on page 18
“Remote Installation or Upgrade” on page 21
NOTE: Unattended Upgrade feature is supported only for SP2 release.
1.7.1 Installing or Upgrading Novell eDirectory 8.8 on NetWare
1 At the server console, enter nwconfig.nlm.
2 Select Product Options > Install a Product Not Listed.
3 Press F3 and specify the path to the NW directory where the installation program can find the
nds8.ips file.
If you downloaded eDirectory from the Web, enter the path to the NW directory you
extracted from the downloaded file (for example, sys:\edir\nw).
If you are installing from a CD, mount the CD as a volume and enter volume_name:NW
(for example, edir_88:NW).
For information on mounting a CD as a volume, see “CD-ROMs as Logical Volumes”
(http://www.novell.com/documentation/lg/nw6p/nss_enu/data/htxx7fd6.html) in the
Novell Storage Services Administration Guide.
4 Follow the on-screen prompts concerning license agreements, the Readme file, and tips.
5 Enter the administrator's login name (for example, Admin.VMP) and password.
Installing or Upgrading Novell eDirectory on NetWare15
IMPORTANT: This window might close before you enter this information. If it does, toggle
(Alt+Esc) to the screen and enter the information. Otherwise, the installation will not be
complete.
NOTE: In eDirectory 8.8 and later, you can have case sensitive passwords for all the utilities.
Refer to Novell eDirectory 8.8 What's New Guide (http://www.novell.com/documentation/
edir88/index.html) for more information.
6 In the LDAP Configuration screen, specify which LDAP ports to use, then click Next.
For more information, see “Communicating with eDirectory through LDAP” on page 29.
7 Select the NMAS
TM
login method you want to install, then click Next.
See “Installing NMAS Server Software” on page 16 and “Installing NMAS Client Software”
on page 17 for more information.
8 Click Finish to start the eDirectory installation.
9 To complete the installation, remove any diskettes or CDs when prompted, then click Yes to
restart the server.
novdocx (en) 6 April 2007
1.7.2 Server Health Checks
With eDirectory 8.8, when you upgrade eDirectory, a server health check is conducted by default to
ensure that the server is safe for the upgrade:
Section B.3.2, “Partitions and Replica Health,” on page 143
Based on the results obtained from the health checks, the upgrade will either continue or exit as
follows:
If all the health checks are successful, the upgrade will continue.
If there are minor errors, the upgrade will prompt you to continue or exit.
If there are critical errors, the upgrade will exit.
See Appendix B, “Server Health Checks,” on page 141 for a list of minor and critical error
conditions.
Skipping Server Health Checks
To skip server health checks, enter No when you are prompted to perform the health check.
For more information, see Appendix B, “Server Health Checks,” on page 141.
1.7.3 Installing NMAS Server Software
Novell Modular Authentication ServiceTM (NMAS) server components are installed automatically
when you run the eDirectory installation program. You will need to select the login methods you
want to install.
Select the login methods that you want to install into eDirectory by checking the appropriate check
boxes. When you select a login method, a description of the component appears in the Description
box. For more information on login methods, see “Managing Login and Post-Login Methods and
16Novell eDirectory 8.8 Installation Guide
Sequences” (http://www.novell.com/documentation/lg/nmas23/admin/data/a53vj9a.html) in the
Novell Modular Authentication Service Administration Guide.
Click Select All if you want to install all the login methods into eDirectory. Click Clear All if you
want to clear all selections.
The NDS login method is installed by default.
1.7.4 Installing NMAS Client Software
The NMAS client software must be installed on each client workstation where you want to use the
NMAS login methods.
1 At a Windows client workstation, insert the Novell eDirectory 8.8 CD.
2 From the NMAS directory, run nmasinstall.exe.
3 Select the NMAS Client Components checkbox.
Optionally, you can select the NICI checkbox if you want to install this component.
4 Click OK and follow the on-screen instructions.
5 Reboot the client workstation after the installation completes.
novdocx (en) 6 April 2007
1.7.5 Installing into a Tree with Dotted Name Containers
You can install a NetWare server into an eDirectory tree that has containers with dots in the names
(for example, O=novell.com or C=u.s.a). Using containers with dotted names requires that those
dots be escaped with the backslash character. To escape a dot, simply put a backslash in front of any
dot in a container name. For example:
O=novell\.com
You cannot start a name with a dot. For example, you cannot create a container named “.novell”
because it starts with a dot (‘.’).
IMPORTANT: If your tree has containers with dotted names, you must escape those names when
logging into utilities such as iMonitor, iManager, and DHost iConsole. For example, if your tree has
“novell.com” as the name of the O, enter username.novell\.com in the Username field when logging
in to iMonitor (see Figure 1-1).
Figure 1-1 iMonitor Login Screen
Installing or Upgrading Novell eDirectory on NetWare17
1.7.6 Unattended Upgrade to eDirectory 8.8 SP2 on Netware
The SPK for eDirectory 8.8 upgrade is provided with the Netware installation package. SPK has to
be inserted into the ConsoleOne “Server Software Packages” snap-in for customizing into local
environments. Once the Server Software Package ConsoleOne snap-in is installed, you can insert
this SPK in the ConsoleOne.
NOTE: Pre upgrade health check is not run during unattended upgrade, ensure you run dscheck.nlm
manually before starting the upgrade.
To perform this,
1 Import the applicable SPK into ConsoleOne.
2 To do this, right click on the Server Software Packages name space and select Insert New
Package (see Figure 1-2).
Figure 1-2 Adding the package into ConsoleOne
novdocx (en) 6 April 2007
An SPK has components and properties. To see the components, click on the SPK's expand
box. The properties include a description, requirements, and variables. The Support Pack SPKs
use variables, which is the only place where each site will need to make specific modifications.
18Novell eDirectory 8.8 Installation Guide
All of the SPK's components may use the SPK's variables. To see the variables, right click on
the SPK and select Properties (see Figure 1-3).
Figure 1-3 Editing the package properties
novdocx (en) 6 April 2007
3 Click on the Va ri ab le s tab to make the site-specific changes needed by the installation process
(see Figure 1-4).
Figure 1-4 Modifying the package variables
Edit and change the values of the two variables “user_id” and “pwd”.
user_id
administrator name that the install program will use to extend the tree.
pwd
password for the above username
These are the only two fields that need to be edited. Leave the values of rest of the variables as
defined.
WARNING: The installation source folders will be partially removed for security reasons. You
need to copy the installation source again in case you restart the installation on failures, e.g,
Disk Space unavailability errors.
Installing or Upgrading Novell eDirectory on NetWare19
Adding Upgrade Source to the SPK
The automated upgrade for eDirectory on Netware for ZFS environment is delivered as SPK along
with the source. The compiled CPK is not provided since the user is expected to provide values for
the variables containing administrator credentials. This SPK needs to be compiled to a CPK in the
customer site after providing values to these variables.
As mentioned earlier, the source is delivered along with the SPK and the source has to be attached to
the SPK before compiling the CPK. Steps for attaching the source to the SPK is given below:
1 Copy the source to the local machine and name the folder as “eDir88”. There are references to
this folder name inside the SPK and hence please use this suggested name.
2 Right click on the “Copying files” component and select Properties and browse to the Copy
File Tab.
3 Remove the file set (if given as a sample) by right clicking on the file group and choosing
Remove. Choose “Add File” by right clicking on the File Group as given below:
Figure 1-5 Adding the source to the SPK
novdocx (en) 6 April 2007
4 Then select the “eDir88” folder that contains the source files that are delivered along with the
SPK as given below:
Figure 1-6 Selecting the upgrade source
20Novell eDirectory 8.8 Installation Guide
Fully Automated Standalone Upgrade
Once the above changes are performed, compile the SPK to make a CPK using the right-click menu
option in the main component to compile (see Figure 1-7).
Figure 1-7 Compiling the SPK
novdocx (en) 6 April 2007
This CPK is ready to be imported into the Policy distributor to be used in the upgrade at all customer
sites.
IMPORTANT: This script contains the admin username and password in clear text in a temporary
file until the server is automatically restarted and used to start nwconfig again. Soon after the script
is called, this temporary file <NDS8.NCF> and the script files are deleted permanently from the
system.
1.7.7 Remote Installation or Upgrade
During Install or Upgrade, the Installer provides the following message and prompts for user input:
"Are you installing remotely through rconsole?"
"No-Local"
"Yes-Remote"
After prompting this message, the Installation typically continues in the XServer Console displaying
options to choose the NMAS methods to be installed, followed by configuration progress.
If you are performing the installation or upgrade from a remote terminal, you will not be able to
access the XServer Console to choose the NMAS methods to be installed. In this case, you could
choose "Yes-Remote", which by default installs all NMAS methods without any further indications
in the System Console.
NOTE: The Installer will restart the server once the installation is complete.
Installing or Upgrading Novell eDirectory on NetWare21
novdocx (en) 6 April 2007
22Novell eDirectory 8.8 Installation Guide
2
Installing or Upgrading Novell
novdocx (en) 6 April 2007
eDirectory on Windows
Use the following information to install or upgrade Novell® eDirectoryTM 8.8 on a Windows* 2000
or Windows Server 2003:
Section 2.1, “System Requirements,” on page 23
Section 2.2, “Prerequisites,” on page 23
Section 2.3, “Hardware Requirements,” on page 25
Section 2.4, “Forcing the Backlink Process to Run,” on page 25
Section 2.5, “Updating the eDirectory Schema for Windows,” on page 26
Section 2.6, “Disk Space Check on Upgrading to eDirectory SP2 or later,” on page 26
Section 2.7, “Installing Novell eDirectory on Windows,” on page 27
IMPORTANT: Novell eDirectory 8.8 lets you install eDirectory for Windows without the Novell
TM
Client
will use the existing Client. For more information, see “Installing or Updating Novell eDirectory 8.8
on Windows 2000 or Server 2003” on page 27.
2.1 System Requirements
. If you install eDirectory 8.8 on a machine already containing the Novell Client, eDirectory
2
One of the following:
Windows 2000 Server with Service Pack 4 or later, Windows 2000 Advanced Server with
Service Pack 4 or later
Windows Server 2003
IMPORTANT: Windows XP is not a supported Novell eDirectory 8.8 platform.
An assigned IP address.
A Pentium 200 with a minimum of 64 MB RAM (128 MB recommended) and a monitor color
palette set to a number higher than 16.
(Optional) One or more workstations running one of the following:
Novell Client for Windows 95/98 version 3.4
Novell Client for Windows 2000/XP version 4.9
Administrative rights to the Windows server and to all portions of the eDirectory tree that
contain domain-enabled User objects. For an installation into an existing tree, you need
administrative rights to the Tree object so that you can extend the schema and create objects.
2.2 Prerequisites
IMPORTANT: Check the currently installed Novell and Third Party applications to determine if
eDirectory 8.8 is supported before upgrading your existing eDirectory environment. You can find
Installing or Upgrading Novell eDirectory on Windows
23
out the current status for Novell products in the TID - What Novell products are supported with
Novell eDirectory 8.8? (http://support.novell.com/cgi-bin/search/searchtid.cgi?10099872.htm) It is
also highly recommended to backup eDirectory prior to any upgrades.
Because NTFS provides a safer transaction process than a FAT file system provides, you can
install eDirectory only on an NTFS partition. Therefore, if you have only FAT file systems, do
one of the following:
Create a new partition and format it as NTFS.
Use Disk Administrator. Refer to Windows Server User Guide for more information.
Convert an existing FAT file system to NTFS, using the CONVERT command.
Refer to Windows Server User Guide for more information.
If your server only has a FAT file system and you forget or overlook this process, the
installation program prompts you to provide an NTFS partition.
(Conditional) NICI 2.7 and eDirectory 8.8 support key sizes up to 4096 bits. If you want to use
a 4 KB key size, every server must be upgraded to eDirectory 8.8. In addition, every
workstation using the management utilities, for example, iManager and ConsoleOne, must
have NICI 2.7 installed on it.
novdocx (en) 6 April 2007
When you upgrade your Certificate Authority (CA) server to eDirectory 8.8, the key size will
not change; it will be 2 KB. The only way to create a 4 KB key size is recreate the CA on an
eDirectory 8.8 server. In addition, you would have to change the default from 2 KB to 4 KB for
the key size, during the CA creation.
If you are upgrading to eDirectory 8.8, make sure you have the latest NDS and eDirectory
patches installed on all non-eDirectory 8.8 servers in the tree. You can get NDS and eDirectory
patches from the Novell Support (http://support.novell.com) Web site.
Make sure you have the latest Windows 2000 or 2003 Server Service Packs installed. The latest
updated Windows Service Pack needs to be installed after the installation of the Windows
SNMP service.
If you are upgrading from a previous version of eDirectory, it must be eDirectory 8.7 or later.
(Conditional) If you are installing a secondary server into an existing tree as a nonadministrator
user, ensure that you have the following rights:
Supervisor rights to the container the server is being installed into.
Supervisor rights to the partition where you want to add the server.
NOTE: This is required for adding the replica when the replica count is less than 3.
All Attributes rights: read, compare, and write rights over the W0.KAP.Security object.
Entry rights: browse rights over Security container object.
All Attributes rights: read and compare rights over Security container object.
(Conditional) If you are installing a secondary server into an existing tree as a nonadministrator
user, ensure that at least one of the servers in the tree has the same or higher eDirectory version
as that of the secondary being added as container admin. In case the secondary being added is
of later version, then the schema needs to be extended by the admin of the tree before adding
the secondary using container admin.
24Novell eDirectory 8.8 Installation Guide
Configuring Static IP Address
Refer to “Configuring Static IP Address” on page 12 for more information on configuring static IP
addresses.
2.3 Hardware Requirements
Hardware requirements depend on the specific implementation of eDirectory.
For example, a base installation of eDirectory with the standard schema requires about 74 MB of
disk space for every 50,000 users. However, if you add a new set of attributes or completely fill in
every existing attribute, the object size grows. These additions affect the disk space, processor, and
memory needed.
Two factors increase performance: more cache memory and faster processors.
For best results, cache as much of the DIB Set as the hardware allows.
eDirectory scales well on a single processor. However, Novell eDirectory 8.8 takes advantage of
multiple processors. Adding processors improves performance in some areas—for example, logins
and having multiple threads active on multiple processors. eDirectory itself is not processor
intensive, but it is I/O intensive.
novdocx (en) 6 April 2007
The following table illustrates typical system requirements for Novell eDirectory for Windows
2000:
ObjectsProcessorMemoryHard Disk
10,000Pentium III 450-700 MHz (single)384 MB144 MB
1 millionPentium III 450-700 MHz (dual)2 GB1.5 GB
10 millionPentium III 450-700 MHz (2 to 4)2+ GB15 GB
Requirements for processors might be greater than the table indicates, depending upon additional
services available on the computer as well as the number of authentications, reads, and writes that
the computer is handling. Processes such as encryption and indexing can be processor intensive.
2.4 Forcing the Backlink Process to Run
Because the internal eDirectory identifiers change when upgrading to eDirectory, the backlink
process must update backlinked objects for them to be consistent.
Backlinks keep track of external references to objects on other servers. For each external reference
on a server, the backlink process ensures that the real object exists in the correct location and verifies
all backlink attributes on the master of the replica. The backlink process occurs two hours after the
database is open and then every 780 minutes (13 hours). The interval is configurable from 2 minutes
to 10,080 minutes (7 days).
After migrating to eDirectory, we recommend that you force the backlink to run by completing the
following procedure. Running the backlink process is especially important on servers that do not
contain a replica.
To install eDirectory 8.8 into an existing tree, you might need to update the eDirectory schema by
running DSRepair on the server that contains the master replica of the root partition.
IMPORTANT: If the master replica of the root partition resides on a NetWare server, follow the
instructions in Section 1.5, “Updating the eDirectory Schema for NetWare,” on page 13.
For an upgrade that needs a platform upgrate also, refer to Chapter 10, “Migrating to eDirectory 8.8
SP2,” on page 129.
novdocx (en) 6 April 2007
The eDirectory installation program checks the existing schema's version. If the schema has not
been upgraded, the installation program instructs you to run DSRepair and then discontinues.
1 Copy patches\dsrepair\ntnds8\dsrepair.dll from the product CD to the
directory where you installed eDirectory (for example, c:\novell\nds).
4 Enter -ins in the Startup Parameters field, then click Start.
After the schema has been updated, the Status field next to the dsrepair.dlm service will
be blank.
5 To see the results of the schema update, select dsrepair.dlm, then click Start.
6 Click File > Open Log File > Open.
The last entry in the log file will contain the results of the schema update.
2.6 Disk Space Check on Upgrading to
eDirectory SP2 or later
When eDirectory server is upgraded from previous versions to eDirectory 8.8 SP2 or later, the disk
space check for the DIB upgrade would be performed. The free disk space necessary in the file
system, where the DIB resides would be equal to that of the DIB size. The messages of the disk
space check would be updated in the ni.log and <Install Path>/novell/nds/ndscheck.log.
NOTE: The disk space check is required only during the DIB upgrade process. For more
information, refer to Chapter 8, “Upgrade Requirements of eDirectory 8.8,” on page 115.
26Novell eDirectory 8.8 Installation Guide
2.7 Installing Novell eDirectory on Windows
This section contains the following information:
“Installing or Updating Novell eDirectory 8.8 on Windows 2000 or Server 2003” on page 27
“Server Health Checks” on page 28
“Communicating with eDirectory through LDAP” on page 29
“Installing NMAS Server Software” on page 32
“Installing NMAS Client Software” on page 32
“Installing into a Tree with Dotted Name Containers” on page 32
2.7.1 Installing or Updating Novell eDirectory 8.8 on Windows
2000 or Server 2003
You can install eDirectory 8.8 for Windows without the Novell Client. If you install eDirectory 8.8
on a machine already containing the Novell Client, eDirectory will use the existing Client, or update
it if it is not the latest version.
novdocx (en) 6 April 2007
1 At the Windows server, log in as Administrator or as a user with administrative privileges.
2 To resolve tree names, make sure that SLP is correctly configured on your network and that
SLP DAs are stable.
For more information, see one of the following:
Appendix C, “Configuring OpenSLP for eDirectory,” on page 147
DHCP Options for Service Location Protocol (http://www.openslp.org/doc/rfc/
3 If you have Autorun turned off, run setup.bat from the Novell eDirectory 8.8 SP2 CD or
from the downloaded file.
The installation program checks for the following components before it installs eDirectory. If a
component is missing or is an incorrect version, the installation program automatically
launches an installation for that component.
NICI 2.7
For more information on the Novell International Cryptographic Infrastructure (NICI), see
the NICI 2.7 Administration Guide (http://www.novell.com/documentation/nici27x/
index.html).
You might have to reboot the server after the NICI installation. The eDirectory installation
will continue after the reboot.
Novell Client for Windows.
IMPORTANT: The Novell Client is updated automatically if you have an older version
of the Client already installed on the machine. For more information on the Client, see the
Novell Client for Windows (http://www.novell.com/documentation/lg/noclienu/
index.html) online documentation.
4 View the license agreement, then click I Accept.
5 Select a language for the installation, then click Next.
Installing or Upgrading Novell eDirectory on Windows27
6 Specify or confirm the installation path, then click Next.
7 Specify or confirm the DIB path, then click Next.
8 (New installations only) Select an eDirectory installation type, then click Next.
Install eDirectory into an Existing Tree incorporates this server into your eDirectory
network. The server can be installed into any level of your tree.
Create a New eDirectory Tree creates a new tree. Use this option if this is the first server
to go into the tree or if this server requires a separate tree. The resources available on the
new tree will not be available to users logged in to a different tree.
9 Provide information in the eDirectory Installation screen, then click Next.
If you are installing a new eDirectory server, specify a Tree name, Server object context,
and Admin name and password for the new tree.
If you are installing into an existing tree, specify the Tree name, Server object context, and
Admin name and password of the existing tree.
If you are upgrading an eDirectory server, specify the Admin password.
NOTE: In eDirectory 8.8 and later, you can have case sensitive passwords for all the
utilities. Refer to Novell eDirectory 8.8 What's New Guide (http://www.novell.com/
documentation/edir88/index.html) for more information.
novdocx (en) 6 April 2007
For information on using dots in container names, see “Installing into a Tree with Dotted Name
Containers” on page 32.
10 (New installations only) In the HTTP Server Port Configuration page, specify the ports to use
for the eDirectory administrative HTTP server, then click Next.
IMPORTANT: Make sure that the HTTP stack ports you set during the eDirectory installation
are different than the HTTP stack ports you have used or will use for Novell iManager. For
more information, see the Novell iManager 2.5 Administration Guide (http://www.novell.com/
documentation/imanager25/index.html).
11 (New installations only) In the LDAP Configuration page, specify which LDAP ports to use,
then click Next.
For more information, see “Communicating with eDirectory through LDAP” on page 29.
12 Select the NMAS
TM
login methods you want to install, then click Next.
See “Installing NMAS Server Software” on page 32 and “Installing NMAS Client Software”
on page 32 for more information.
13 Click Finish to complete the eDirectory installation.
2.7.2 Server Health Checks
With eDirectory 8.8, when you upgrade eDirectory, a server health check is conducted by default to
ensure that the server is safe for the upgrade.
Section B.3.2, “Partitions and Replica Health,” on page 143
Based on the results obtained from the health checks, the upgrade will either continue or exit as
follows:
If all the health checks are successful, the upgrade will continue.
28Novell eDirectory 8.8 Installation Guide
If there are minor errors, the upgrade will prompt you to continue or exit.
If there are critical errors, the upgrade will exit.
See Appendix B, “Server Health Checks,” on page 141 for a list of minor and critical error
conditions.
Skipping Server Health Checks
To skip server health checks, disable server health checks when prompted in the installation wizard
For more information, see Appendix B, “Server Health Checks,” on page 141.
2.7.3 Communicating with eDirectory through LDAP
When you install eDirectory, you must select a port that the LDAP server monitors so that it can
service LDAP requests. The following table lists options for various installations:
InstallationOptionResult
novdocx (en) 6 April 2007
eDirectory 8.8Clear text (port 389) Selects port 389.
eDirectory 8.8Encrypted (port 636)Selects port 636.
eDirectory 8.8Require TLS for simple bindKeeps (on the LDAP Group object) a
parameter asked about during
installation.
Port 389, the Industry-Standard LDAP Clear-Text Port
The connection through port 389 is not encrypted. All data sent on a connection made to this port is
clear. Therefore, a security risk exists. For example, LDAP passwords can be viewed on a simple
bind request.
An LDAP Simple Bind requires only a DN and a password. The password is in clear text. If you use
port 389, the entire packet is in clear text. By default, this option is disabled during the eDirectory
installation.
Because port 389 allows clear text, the LDAP server services Read and Write requests to the
Directory through this port. This openness is adequate for environments of trust, where spoofing
doesn't occur and no one inappropriately captures packets.
To disallow clear passwords and other data, select the Require TLS for Simple Bind with Password
option during installation.
As the following figure illustrates, the page gives defaults of 389, 636, and Require TLS for Simple Bind with Password.
Installing or Upgrading Novell eDirectory on Windows29
Figure 2-1 Defaults for the LDAP Configuration Screen
novdocx (en) 6 April 2007
Scenario: Require TLS for Simple Bind with Password Is Enabled: Olga is using a client that
asks for a password. After Olga enters a password, the client connects to the server. However, the
LDAP server does not allow the connection to bind to the server over the clear-text port. Everyone is
able to view Olga's password, but Olga is unable to get a bound connection.
The Require TLS for Simple Bind with Password discourages users from sending observable
passwords. If this setting is disabled (that is, not checked), users are unaware that others can observe
their passwords. This option, which does not allow the connection, only applies to the clear-text
port.
If you make a secure connection to port 636 and have a simple bind, the connection is already
encrypted. No one can view passwords, data packets, or bind requests.
Port 636, the Industry-Standard Secure Port
The connection through port 636 is encrypted. TLS (formerly SSL) manages the encryption. By
default, the eDirectory installation selects this port.
The following figure illustrates the selected port.
30Novell eDirectory 8.8 Installation Guide
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