Goanywhere Services User Guide

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Goanywhere Services User Guide GoAnywhere Services to GoAnywhere MFT Upgrade Guide Version: 5.0.1 Publication Date: 07/09/2015 Copyright © 2015 Linoma Software. All rights reserved. Information in this document is subject to change without notice. The software described in this document is furnished under a license agreement and may be used only in accordance with the terms of that agreement. No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or any means electronic or mechanical, including photocopying and recording for any purpose other than the purchaser's personal use without the written permission of Linoma Software. GoAnywhere and the GoAnywhere logo are trademarks of Linoma Software, Inc. Other trademarks shown are the property of their respective owners. Linoma Software 103 South 14th Street Ashland, NE 68003 United States This document was published on 7/9/2015. GoAnywhere Services Upgrade Guide www.GoAnywhere.com 2 Contents Welcome 4 Menu Enhancement 4 License Prerequisite 4 Upgrade Process 5 Secure Mail Plugin for Outlook 6 GoDrive Desktop Sync Client 6 Browser Compatibility 6 System Requirements 7 Windows Requirements 7 Linux/Unix Requirements 7 IBM i (iSeries) Requirements 7 Download the Upgrade File 9 Upgrading the Java Virtual Machine (JRE) 10 Windows Upgrade Instructions 12 Linux/UNIX Upgrade Instructions 13 IBM i Upgrade Instructions 14 Upgrading a Cluster Environment 15 Upgrading with LDAP from Version 3.5.0 16 Downgrading GoAnywhere Services 17 About Linoma Software 18 Contacting Linoma Software 18 GoAnywhere Services Upgrade Guide www.GoAnywhere.com 3 Welcome Welcome This guide outlines the steps required for upgrading GoAnywhere Services to GoAnywhere Managed File Transfer (MFT) on your server. GoAnywhere MFT is the next evolution in Managed File Transfer, which merges workflow automation capabilities (adapted from GoAnywhere Director) with secure FTP server and collaboration features (adapted from GoAnywhere Services). Both GoAnywhere Director and GoAnywhere Services products have been superseded by the GoAnywhere MFT solution. Menu Enhancement The menu structure in GoAnywhere Services has been reorganized in GoAnywhere MFT. Notable changes include: l Admin User management, Web User management, and Login Methods are now found in the Users menu. l The Service Manager, GoDrive Settings, and Secure Mail Settings are now found in the Services menu. l The SSL Certificate Manager, SSH Key Manager, FIPS 140-2 Compliance, and Encrypted Folders Manager are now found in the Encryption menu. l System configuration settings, such as Global Settings, Database Configuration, Cluster Manager, and IP Filter are now found in the System menu. l The GoAnywhere MFT license is now managed in the Help menu. View the GoAnywhere Managed File Transfer User Guide for more information. License Prerequisite GoAnywhere MFT requires a new license key which is issued through the GoAnywhere Customer Portal. During the upgrade, you will be presented with a base 64 encoded license bundle (example below) that will be used to upgrade your existing license. Follow the instructions on the screen to activate your license. GoAnywhere Services Upgrade Guide www.GoAnywhere.com 4 Upgrade Process Once your license is activated on the Customer Portal, download the license to your workstation by clicking the Download button. You can also download the license at any time by expanding the Active license row and clicking the Download button under the license key. Once the gamft.lic file is downloaded, copy the file to the installation directory on the GoAnywhere server that produced the license activation request. Windows Example l Installation Directory: C:\Program Files\Linoma Software\GoAnywhere Services l License File Location: C:\Program Files\Linoma Software\GoAnywhere Services\gamft.lic Linux/Unix Example l Installation Directory: /usr/local/Linoma_Software/GoAnywhere_Services l License File Location: /usr/local/Linoma_Software/GoAnywhere_Services/gamft.lic IBM i Example l Installation Directory: /local/gaservices l License File Location: /local/gaservices/gamft.lic The activated license exclusively belongs to the GoAnywhere installation that produced the activation request. It cannot be used to upgrade or run any other install of GoAnywhere. Upgrade Process Typically the upgrade process will only take a few minutes to run. It is important that you perform the upgrade process when no active users are connected to GoAnywhere Services since it must be shut down during the upgrade process. An upgrade script (program) is available which will perform all the necessary steps to migrate GoAnywhere Services to GoAnywhere MFT. Download the latest upgrade script by visiting the GoAnywhere Customer Portal at my.goanywhere.com. 1. Verify you meet the minimum system requirements. 2. Obtain the correct upgrade file. 3. Follow the steps for the installed platform: l Windows l Linux/UNIX l IBM i 4. If Secure Mail is enabled in GoAnywhere Services, an upgrade to the Secure Mail Plugin for Outlook may be required. 5. If GoDrive is enabled in GoAnywhere Services, an upgrade to the GoDrive Sync Client for Windows or Mac OS X may be required. GoAnywhere MFT 5.0.0 and higher requires Java Virtual Machine (JRE) version 1.6 or later. Follow the instructions here to upgrade the JRE version for GoAnywhere MFT. GoAnywhere Services Upgrade Guide www.GoAnywhere.com 5 Secure Mail Plugin for Outlook Secure Mail Plugin for Outlook The GoAnywhere Outlook Plugin allows you to send secure messages and attachments via GoAnywhere MFT using Microsoft Outlook®. The GoAnywhere Outlook Plugin must be upgraded when new Secure Mail features are released in GoAnywhere MFT. For more information on upgrading the GoAnywhere Outlook Plugin, see the GoAnywhere Outlook Plugin User's Guide. GoDrive Desktop Sync Client The GoDrive desktop sync client allows you to synchronize files from your Windows or Mac OS X PC to the GoAnywhere MFT Web Client. The GoDrive desktop sync client may need to be upgraded in order to take advantage of any new GoDrive features that are released in GoAnywhere MFT. For more information on upgrading GoDrive, see the GoDrive for Windows or GoDrive for Mac OSX User Guide. Browser Compatibility The GoAnywhere MFT Administrator and Web Client interface's require modern internet browsers that support HTML 5. Popular browsers are supported including Internet Explorer, Chrome, Firefox and Safari. Please note that some HTML 5 advanced features, such as drag and drop, will not work in older versions of browsers. GoAnywhere Services Upgrade Guide www.GoAnywhere.com 6 System Requirements System Requirements You must meet the minimum system requirements before upgrading GoAnywhere Services on your server. Windows Requirements Operating Systems supported Windows Server 2003® Windows Server 2008 R2® Windows Server 2012® Windows Server 2012 R2® Windows XP® Windows Vista® Windows 7® Windows 8® Disk space 300 MB for product (does not include user data) Memory 512 MB minimum Linux/Unix Requirements Disk space 300 MB for product (does not include user data) Memory 512 MB minimum IBM i (iSeries) Requirements Operating System IBM i V6R1 or higher Disk Space 250 MB for product (does not include user data) Memory 512 MB minimum Required Licensed Programs The following IBM i licensed programs are prerequisites to the installation of GoAnywhere Services, which are dependent on the IBM i release. IBM i Release Licensed Program Product Option Description V6R1 5761JV1 11 Java SE 6 32 bit 5761SS1 30 QShell 5761SS1 33 Portable App Solutions Environment GoAnywhere Services Upgrade Guide www.GoAnywhere.com 7 IBM i (iSeries) Requirements V7R1 5761JV1 11 Java SE 6 32 bit 5770SS1 30 QShell 5770SS1 33 Portable App Solutions Environment V7R2 5770JV1 11 Java SE 6 32 bit 5770SS1 30 QShell 5770SS1 33 Portable App Solutions Environment GoAnywhere Services Upgrade Guide www.GoAnywhere.com 8 Download the Upgrade File Download the Upgrade File The GoAnywhere Customer Portal is where you can create support requests, check the status of a support case, download software updates and documentation, and manage your GoAnywhere MFT license. You must create an account in order to use the portal. The portal can be accessed by using your internet browser and navigating to my.goanywhere.com To check if there are any updates available for GoAnywhere Services, login to its browser interface as a user with the Product Administrator role. From the main menu bar, point to Administration and then click Check for Updates. The system checks for updates and provides you with further upgrade options. The Check for Update process provides guidance to upgrade GoAnywhere Services to the latest version. GoAnywhere Services 3.1.0 and higher require Java Virtual Machine (JRE) version 1.6 or later. Follow the instructions here to upgrade the JRE version for GoAnywhere Services. Depending how old your current GoAnywhere Services version is, you may need to repeat the upgrade process until you are upgraded to the current version of GoAnywhere MFT 5.0.1. The versions must be upgraded in the order listed below to maintain database integrity. Installed Version Upgrade Version 2.0.0 - 2.0.6 Upgrade to 2.5.0 2.5.0 - 2.5.6 Upgrade to 2.6.0 2.6.0 - 2.6.1 Upgrade to 2.7.1 2.7.1 - 2.7.3 Upgrade to 2.8.0 2.8.0 - 2.8.1 Upgrade to 3.0.0 3.0.0 - 3.0.2 Upgrade to 3.1.1 3.1.0 - 3.4.1 Upgrade to 3.4.2* 3.1.0 - 3.5.0 Upgrade to 3.5.1 3.5.0 - 3.8.1 Upgrade to 4.0.0 4.0.0 - 4.0.2 Upgrade to GoAnywhere MFT 5.0.1 Your current installed version can be found by pointing to the Help menu and then clicking About. * If upgrading from a version prior to 3.2.0, this upgrade changes the 'anonymous' user option for the FTP and FTPS server and creates an 'anonymous' Web User account.
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