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This document provides a case study of Sun's internal project to upgrade its servers to the Solaris 9 OS. It also serves as a best practices guide to organizations that want to capitalize on the benefits of the Solaris 9 OS, but have lacked a methodology to quickly and effectively upgrade their existing application workload to the new operating system. Sun's methodology is explained in detail, including Sun's assumptions, the strategies used to minimize risk, and classification of defects found. The document also provides links to the scripts used by Sun to automate its process. The intent of this paper is to empower businesses to leverage Sun's upgrade process to implement their own smooth and trouble-free upgrade to the Solaris 9 OS.

• Download the Best Practices Whitepaper (PDF - 560K)

• Download ITSMs9mig_source.tar.gz (517.4K)
  Includes the following scripts from the Whitepaper:

  Run_S9_migration_process.sh

  This script is wrapper for three steps of s9 upgrade process.
  It will make basic checks and log the output of step being called, as well as stdout. It will also send log output as an email for the purposes of any central logging. You must edit email address in this script appropriately before using.

  s9_premigration.sh

  This program performs or calls pre-upgrade steps for S9 upgrade.
  It verifies minimum requirements as configured, patches, required packages (lu), etc. Calls install patches, pkgs, from known location. It also makes a call to validate availability of OS disk mirror and an option to automatically break and partition the OS disk.

  s9_migration.sh

  This program performs or calls upgrade tasks for S9 upgrade.
  It verifies OS disk requirements and partition table for S9. It creates Alternate Boot Environment for S9 and initializes. Program will install selected Solaris Flash Image from known location to ABE. It also performs or calls steps to complete the upgrade and certain OS file/dir synchronization.

  s9_postmigration.sh

  This script should be run after the S9 upgrade and will do OS validation and report the difference between current booting environment and alternate booting environment (s9).

  Directory structure of tar file

  bin/Run_S9_migration_process.sh
  bin/s9_migration.sh
  bin/s9_osdisk.sh
  bin/s9_postmigration.sh
  bin/s9_premigration.sh
  bin/s9_premigration_install.sh
  bin/s9_premigration_prepare.sh
  bin/cleanup_to_restart.sh
  bin/s9_parfacts.sh
  bin/s9_mvpkg.sh
  
  docs/s9_mig_process.sxw
  docs/s9_mig_process.pdf
  docs/master_build_info.txt
  docs/master_build_components.txt
  docs/Flash_Creation/1.Jumpstart
  docs/Flash_Creation/2.AddPKGs
  docs/Flash_Creation/3.Install_SunMC
  docs/Flash_Creation/4.Install_Patches
  docs/Flash_Creation/5.Install_failed_patches
  docs/Flash_Creation/6.ReRunPatchdiag
  docs/Flash_Creation/7.PostInstallCleanup
  docs/Flash_Creation/8.Create_Flash
  docs/s9_mig_concepts.pdf
  
  etc/s9_break_mirror.kl
  etc/s9_chk_partitions.kl
  etc/set_migration_env
  etc/set_prepare_env
  etc/s9_system_params
  etc/s9_sysidcfg
  etc/s9_adminfile
  etc/exclude_dir/etc_aliases.exclude
  etc/exclude_dir/etc_services.exclude
  etc/exclude_dir/etc_inetd.conf.exclude
  etc/s6_os_pkg_list.dat
  etc/s7_os_pkg_list.dat
  etc/s8_os_pkg_list.dat
  etc/s9_os_pkg_list.dat
  etc/s9_pkg_map.dat
  etc/s9_excluded_dir.dat
  etc/s9_postmig_file_copy.dat
  etc/2.6_asia_lang_pack.txt
  
  README
  
  tools/create_package.sh
  tools/pkginfo
  tools/prototype
  		

THIS S9 UPGRADE TOOLKIT SOFTWARE AND ANY ACCOMPANYING PROCESSES OR DOCUMENTATION IS BEING PROVIDED AS IS WITH NO WARRANTIES OR SUPPORT FROM SUN.

Sun's IT Services group is in the process of rolling out services to assist customers in upgrading to the Solaris 9 Operating System.

The types of services planned include:

• Upgrade Assessment (feasibility and cost analysis)
• Solaris 9 OS Upgrade (doing the upgrade)
• Upgrade Mentoring (Guiding the upgrade)