To create and edit the Group report, follow these steps:

1. From the Generate Upgrade Reports screen, select the Create button next to Group report.
2. Select the Edit button next to Group report as shown in the following figure.

   Figure 5-10 Generate Group Report Screen

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   The system displays the Select a Text Editor screen as shown in Figure 5-8. The editor you chose previously is the default editor.
3. Select the OK button. The Group report is displayed, with a list of the PATHWORKS LAN Manager groups to be upgraded as shown in the following figure.

Figure 5-11 Group Report Screen

The Group report shows the PATHWORKS LAN Manager groups that will be upgraded to PATHWORKS Advanced Server groups. Below each group is a list of its members. If there are groups in the report that you do not want upgraded, add a backslash (\) in front of the group name and all group members, or delete the names from the report. To delete a member from a group, add a backslash (\) in front of the member name, or delete the member name. Refer to Appendix B, Resolving Log File Error Messages, in this guide for more information about how to edit the Group reports.

After you finish editing the report, exit the editor and the system returns you to the Generate Upgrade Reports screen. Now you can create and edit the Shares upgrade report.

5.5.6.3 Create and Edit the Share Report

To create and edit the Share report, follow these steps:

1. From the Generate Upgrade Reports screen, select the Create button next to Share report.
2. Select the Edit button next to Share report, as shown in the following figure.

   Figure 5-12 Generate Share Report Screen

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   The system displays the Select a Text Editor screen as shown in Figure 5-8. The editor you chose previously is the default editor selected.
3. Select the OK button. The Shares report is displayed with a list of the PATHWORKS LAN Manager shares to be upgraded, shown in the following figure.

Figure 5-13 Share Report Screen

The Share report lists the PATHWORKS LAN Manager shares in the LAN Manager share file. The upgrade converts all PATHWORKS LAN Manager shares to PATHWORKS Advanced Server shares. If there are shares in the report that you do not want to upgrade, add a backslash (\) in front of the share name, or delete the name from the report. Refer to Appendix B, Resolving Log File Error Messages, in this guide, for more information about how to edit the Share report.

After you finish editing the Share report, exit the editor. The system returns you to the Generate Upgrade Reports screen. Now you can create and edit the Security report.

5.5.6.4 Create and Edit the Security Report

To create and edit the Security report, follow these steps:

1. From the Generate Upgrade Reports screen, select the Create button next to the Security report.
2. Select the Edit button next to the Security report, as shown in the following figure.

   Figure 5-14 Generate Security Report Screen

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   The system displays the Select a Text Editor screen as shown in Figure 5-8. The editor you chose previously is the default editor selected.
3. Select the OK button. The Security report is displayed with a list of the PATHWORKS LAN Manager share paths for each share that needs its security upgraded to PATHWORKS Advanced Server as shown in the following figure.

Figure 5-15 Security Report Screen

The Security report lists the root directory of each share contained in the share report. The security upgrade checks all shares from each directory in the Security report, converting LAN Manager security to Advanced Server security. If there are directories in the report that you do not want to upgrade, then add a backslash (\) in front of the directory name, or delete the name from the report.

5.5.6.4.1 Security Upgrade Restrictions

Note the following security upgrade restrictions:

• If a file is open during the security upgrade, the security access information on the file will be upgraded. You have the option of editing the Security report and upgrading these files later, after the files are closed. Or, you can enable the dynamic security upgrade when running the PATHWORKS Advanced Server. For information about how to enable dynamic security, refer to Section 5.3.1, About Upgrading Security, in this guide.
• If you have a group deny security ACE, the directory will not upgrade.

After you finish editing the security report, exit the editor. The system returns you to the Generate Upgrade Reports screen. Refer to Appendix B, Resolving Log File Error Messages, in this guide, for information about how to edit the Security report.

5.5.6.4.2 Upgrading Miscellaneous Components (Security Policy Parameters)

Security policy parameters are system-wide settings, such as password length or password expiration. These settings are upgraded when you start the upgrade if you selected the Miscellaneous option in the Select V5 Objects to Upgrade screen. If you did not select the Miscellaneous option, follow these steps:

1. From the Generate Upgrade Reports screen, select Back to return to the Select Objects to Upgrade screen.
2. From the Select Objects to Upgrade screen, select the Miscellaneous option. There is no upgrade report for the Miscellaneous option.
3. When all of the Upgrade reports are accurate, and you are ready to start the Upgrade, make sure the Miscellaneous option is selected on the Start and Track the Upgrade screen.

The security parameters will be upgraded automatically when you start the upgrade.

5.5.7 Step 6: Start and Track the Upgrade

When the upgrade reports are accurate, you can start and track the upgrade from the Start and Track the Upgrade screen as shown in the following figure.

Figure 5-16 Start and Track the Upgrade Screen

All the objects you selected in the Select V5 Objects to Upgrade screen for the upgrade should be listed 'Selected' on the Start and Track the Upgrade screen.

Follow these steps to upgrade any objects not marked "Selected" in the Start and Track the Upgrade Screen:

1. Select the Back button to return to the Select Objects to Upgrade screen.
2. From the Select Objects to Upgrade screen, select the missing object.
3. Create and edit the upgrade report if necessary.

Figure 5-17 Security Warning Screen

When you have accurate reports that accurately reflect your desired V6 environment, you can start the upgrade as follows:

1. On the Start and Track the Upgrade screen, select the Start button to activate the upgrade. The Start Options dialog box displays, as shown in the following figure.

Figure 5-18 Start Options Dialog Box

The Start Options Dialog Box allows you to choose the start options shown in the following table.

Table 5-3 Start Options

To...	Select the...
Display a running status of the upgrade	Display detailed running status option.
Start the upgrade	Start button.
Cancel the upgrade and return to the previous screen, where you can edit the upgrade report	Cancel button or enter Ctrl/Z.

When the upgrade is complete, the system displays a message that the upgrade completed successfully, and displays the status of the upgrade for each object. Upgrade status messages displayed are shown in the following table:

Table 5-4 Upgrade Status Messages

Upgrade Status	Meaning
Passed	Upgrade completed without warnings
Warnings	Upgrade encountered warnings or errors

If there are no warnings and the upgrade was successful, you can exit the Upgrade utility. Warnings may be informational, but you should review them before you exit the Upgrade utility.

If the upgrade partially or completely fails, see Section 5.7, Troubleshooting, in this guide.

5.6 Upgrading a Backup Domain Controller, Member Server, or Standalone Server

This section lists and describes the steps you use to upgrade a Backup Domain Controller (BDC), member server, or standalone server.

The sections following this table describe each step in detail

Table 5-5 Steps to Upgrading a Backup Domain Controller, Member Server, or Standalone Server

Step	Section
1.	Step 1: Enter Domain Information (Optional).
2.	Step 2: Enter PDC Information.
3.	Step 3: Log on to the PDC and Create SAM Database Files.
4.	Step 4: Select Objects to Upgrade.
5.	Step 5: Create and Edit Upgrade Reports for Selected Objects , including: Users and groups Shares Security
6.	Step 6: Start and Track the Upgrade.

5.6.1 Upgrading in a Wide Network Environment

When upgrading a PATHWORKS LAN Manager server as a backup domain controller in a domain where the primary domain controller is in a different TCP/IP subnet, you must ensure that the primary domain controller's address is in the LMHOST file on the PATHWORKS LAN Manager server. If this is the first time you activate the use of LMHOST, you must restart the file server.

If your domain configuration spans a wide area network, you must configure your servers running TCP/IP.

Start the Upgrade utility, as follows:

1. From the OpenVMS account, change the default directory to SYS$UPDATE:

   $ SET DEFAULT SYS$UPDATE

2. At the system prompt, enter:

   $ @PWRK$V6UPGRADE

   
   The system then displays transport messages and prompts you for the role of the server you are upgrading. For example:

   Will this server be upgraded as a BDC? [no]

3. Enter Yes if you are upgrading a BDC, member server, or standalone server.
   The system displays the Program Initialization Dialog Box and displays the Main screen as shown in the following figure.

   Figure 5-19 Main Screen

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4. Select the Continue button to go to the Domain Information screen.

If you are not changing domains, select the Continue button to advance to the Primary Domain Controller Information screen.

The Domain Information Screen allows you to change domains.

To change domain information, follow these steps:

1. From the Main screen, select the Continue button. The Upgrade utility displays the Domain Information screen, as shown in the following figure.

   Figure 5-20 Domain Information Screen

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2. Enter the domain name for the PATHWORKS LAN Manager server after the PATHWORKS Advanced Server Domain Name.
3. Enter the Domain name for the PATHWORKS Advanced Server.
4. If you are changing domains, select the Domain button or select Continue to advance to the next screen. The system prompts you to confirm the domain name change.
5. Select OK to confirm the name change.
6. Select the Continue button to advance to the next screen.

When you upgrade a BDC, the Upgrade utility requires that you make a connection to the PDC. This step lets you enter PDC information as follows:

1. From the Domain Information screen, select the Continue button. The Upgrade utility displays the Primary Domain Controller Information screen, as shown in the following figure.

   Figure 5-21 Primary Domain Controller Information Screen

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2. Enter the PDC node name. If your PDC is an OpenVMS cluster, use the cluster alias.
3. Enter the Password for the privileged account.
4. Re-enter the Password to verify it.
5. Select the Continue button to advance to the next screen.

After you enter PDC information, follow these steps to log on to the PDC, as follows:

1. From the Primary Domain Controller Information screen, select the Continue button. The system displays the Log on to PDC and Create SAM Database files screen as shown in the following figure.

   Figure 5-22 Log On to PDC and Create Database Files Screen

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2. Select the Logon button to log on to the PDC.
3. Select the Create button to create the SAM database files. The system displays the Program Initialization dialog box and creates and initializes the database files.

Now you are ready to upgrade users, groups, and other server upgrade objects.

5.6.6 Step 4: Select Objects to Upgrade

To select objects to upgrade, follow these steps:

1. From the Log On to PDC and Create SAM Database Files screen, select the Continue button. The Upgrade utility displays the Select V5 Objects to Upgrade to V6 screen as shown in the following figure.

   Figure 5-23 Select V5 Objects to Upgrade Screen

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2. Select the check boxes next to the objects that you want to upgrade. You can upgrade them one at a time or all at once.
3. Select the Continue button to advance to the next screen.

This section describes how to create and edit upgrade reports for selected objects including:

• Users and groups
• Shares
• Security

To create and edit the User report, follow these steps:

1. Select Users and Groups on the Select V5 Objects to Upgrade screen.
2. Select the Continue button. The Upgrade utility displays the Generate Upgrade Report screen as shown in the following figure.

   Figure 5-24 Generate Upgrade Reports Screen

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3. Select the Create button next to User report. The Upgrade utility creates the User report.
4. Select the Edit button next to User report.
   The system prompts you to select an editor to edit the report as shown in the following figure.

   Figure 5-25 Select a Text Editor Dialog Box

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   The Select a Text Editor dialog box shows a list of the text editors available on the system.
5. Select the editor you wish to use.
6. Select the OK button. The User report is displayed as shown in the following figure.

Figure 5-26 User Report Screen

The User report lists the PATHWORKS LAN Manager users that will be upgraded to PATHWORKS Advanced Server users. If there are users in the report that you do not want upgraded, type a backslash (\) in front of the user name or delete the name. Refer to Appendix B, Resolving Log File Error Messages, in this guide, for more information about how to edit User reports.

If you are upgrading a BDC into an existing domain that already has a PDC, or if you are upgrading a standalone server to a BDC, all users in the User report and groups in the Group report will be merged into the PDCs user/group database. If there are users or groups you do not want to merge into the PDC, comment them out of the Upgrade report.

After you finish editing the User report, exit the editor and the system returns you to the Generating Upgrade Reports screen. Now you can create and edit the Group report.

5.6.7.2 Create and Edit the Group Report

To create and edit the Group report, follow these steps:

1. From the Generate Upgrade Reports screen, select the Create button next to Group report.
2. Select the Edit button next to Group report as shown in the following figure.

   Figure 5-27 Generate Group Report Screen

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   The system displays the Select a Text Editor screen as shown in Figure 5-25. The editor you chose previously is the default editor.
3. Select the OK button. The Group report is displayed, with a list of the PATHWORKS LAN Manager groups to be upgraded as shown in the following figure.

Figure 5-28 Group Report Screen

The Group report shows the PATHWORKS LAN Manager groups that will be upgraded to PATHWORKS Advanced Server groups. Below each group is a list of its members. If there are groups in the report that you do not want to upgrade, add a backslash (\) in front of the group name and all group members, or delete the names from the report. To delete a member from a group, add a backslash (\) in front of the member name or the member name. Refer to Appendix B, Resolving Log File Error Messages, in this guide, for more information about how to edit the Group report.

After you finish editing the report, exit the editor and the system returns you to the Generate Upgrade Reports screen. Now you can create and edit the Share report.

5.6.7.3 Create and Edit the Share Report

To create and edit the Share report, follow these steps:

1. From the Generate Upgrade Reports screen, select the Create button next to Share report.
2. Select the Edit button next to Shares report, as shown in the following figure.

   Figure 5-29 Generate Share Report Screen

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   The system displays the Select a Text Editor screen as shown in Figure 5-25. The editor you chose previously is the default editor selected.
3. Select the OK button. The Share report is displayed with a list of the PATHWORKS LAN Manager shares to be upgraded, shown in the following figure.

Figure 5-30 Share Report Screen

The Share report lists the PATHWORKS LAN Manager shares in the LAN Manager share file. If there are shares in the report that you do not want to upgrade, add a backslash (\) in front of the share name, or delete the name from the report. Refer to Appendix B, Resolving Log File Error Messages, in this guide, for more information about how to edit the Share report.

After you finish editing the report, exit the editor. The system returns you to the Generate Upgrade Reports screen. Now you can create and edit the Security report.