OS X Server: Upgrade and migration
Summary
Learn how to upgrade or migrate to OS X Server on Mountain Lion from Lion Server or Mac OS X Server v10.6 Snow Leopard.
Products Affected
Lion Server, OS X Server (Mountain Lion)
You can upgrade to OS X Server on Mountain Lion from Lion Server or Mac OS X Server v10.6 by installing Mountain Lion first, then installing the OS X Server app.
You can migrate to OS X Server on Mountain Lion from Lion Server or Mac OS X Server v10.6 by using the Mountain Lion Setup Assistant or Migration Assistant application to migrate server data from one of the following sources:
- a server connected in Target Disk Mode
- a local hard drive or partition with Lion Server or Mac OS X Server v10.6 installed
- a local Time Machine backup of Lion Server or Mac OS X Server v10.6
Important: Migrating via a network connection, either from an existing server or a Time Machine backup, will not work for OS X Server.
To upgrade or migrate a remote server, you must be able to control the server using Screen Sharing or Apple Remote Desktop.
Note: If you are upgrading to earlier version of OS X Server, refer to the Upgrade and Migration Guide for the proper version of Server, available from Apple Support Manuals.
Service Data
In most cases, your service data and settings will be preserved completely when upgrading or migrating. See below for exceptions or special instructions before you upgrade or migrate your server.
Service data that is stored in the default location in Lion Server or Snow Leopard Server will be moved to the new default service data location inside /Library/Server/. Service data stored in a alternate location will remain in the alternate location.
Note: If you selected an alternate data storage location in Lion Server, only those services that used the alternate location in Lion will use it in Mountain Lion. Other services will use the default location and you cannot relocate them to the alternate location.
Planning your upgrade or migration
Important: Before starting any upgrade or migration, make sure that you have a complete and tested backup or clone of your working server installation and data.
Make sure that your target server meets the system requirements for both Mountain Lion and OS X Server. Be sure to install the latest version of OS X Server on the destination server. The following instructions are up-to-date as of OS X Server v2.1 for Mountain Lion. If the destination server is a new Mac mini or Mac Pro, you may need to use the Mac App Store to update your copy of OS X Server before migrating.
Run Software Update on your source server to update to the latest version of Lion Server or Mac OS X Server v10.6 Snow Leopard.
Read the section below which applies to your upgrade or migration path completely before starting the process. Export or make note of any settings which will not be upgraded or migrated.
Make sure that any DNS or DHCP servers on which your server depends remain running during the upgrade or migration process.
If you have Open Directory replicas, upgrade or migrate the Open Directory master first and make sure it is up and running before migrating the replicas. While you’re upgrading the master, client computers can’t connect to it for Open Directory services. Clients may experience a delay finding an Open Directory replica server. You can avoid this delay by temporarily pointing the clients to a replica.
Note: Server app and the Server Admin Tools will be removed when upgrading, since the Lion and Snow Leopard versions are not supported with Mountain Lion.
Upgrading from Lion Server or Mac OS X Server v10.6 Snow Leopard
To upgrade, first download and install Mountain Lion from the Mac App Store. Follow the instructions in the installer and in the Setup Assistant after installation. When Mountain Lion installation and setup is complete, download and install Server from the Mac App Store. Launch the Server app and follow the onscreen instructions to complete the upgrade.
Calendar
The iCal service is now called the Calendar service.
Contacts
The Address Book service is now called the Contacts service.
DHCP
If you enabled DHCP (only) in Lion Server, or you enabled DHCP in Mac OS X Server v10.6, your configuration will be preserved and remain active when you upgrade to OS X Server v2.1 or later (Mountain Lion).
If you enabled both NAT and DHCP in Server Admin in Lion Server, your configuration will not be preserved when you upgrade to OS X Server (Mountain Lion). For more information, see this article.
File Services
After upgrading, AFP clients may no longer be able to authenticate via Kerberos. The AFP service may be referencing the LKDC, as described in this article.
Firewall
The Firewall service is no longer managed by OS X Server. Existing Firewall rules remain active after upgrade, but any further firewall configuration must be performed on the command line. For more information, see this article.
FTP
FTP settings are not preserved when upgrading from Mac OS X Server v10.6 Snow Leopard (only) because Lion and Mountain Lion use different FTP software than Snow Leopard. You can configure FTP in the Server app in Mountain Lion.
Webmail is no longer a feature of the Mail service in OS X Server (Mountain Lion).
Server-side Mail rules cannot be enabled or disabled in Server app. When upgrading from Lion Server, server-side rules will be preserved, but will not be active. Rules created in Lion will be moved to /Library/Server/Migrated/Library/Server/Mail/Data/rules/ and can be activated by moving the contents of that directory to /Library/Server/Mail/Data/rules/ and restarting the Mail service.
Messages
The iChat service is called the Messages service in OS X Server (Mountain Lion).
NAT
The NAT service was provided by the natpmpd binary in Lion Server and the natd binary in Snow Leopard Server. In Mountain Lion, natd is deprecated and natpmpd is used by Internet Sharing in the Sharing pane of System Preferences.
If you enabled NAT in Server Admin in Lion Server, your configuration will not be preserved when you upgrade to OS X Server (Mountain Lion). You can restore the default NAT configuration by disabling then enabling Internet Sharing in System Preferences. This will provide NAT services using the default IP address range of 192.168.2.2 to 192.168.2.254. Important: you cannot use both Internet Sharing and the DHCP service in OS X Server. For more information, see this article.
If you created NAT rules with pfctl in Lion Server, they will be preserved and remain active when you upgrade.
If you enabled NAT in Snow Leopard Server, your natd configuration will be deactivated when you upgrade. Your configuration files will be preserved in /Library/Server/Migrated/private/etc/nat/.
NetInstall
The NetBoot service is now called the NetInstall service.
Open Directory
When upgrading an Open Directory master, follow the instructions in this article.
Podcast
The Podcast service has been removed from OS X Server. Existing Podcast content will be preserved during upgrade, as described in this article.
RADIUS
The RADIUS service is no longer managed as a separate service in Server app. Existing RADIUS configurations will remain active after upgrade, although it may appear inactive in Server app until you Refresh the service (from the View menu). For more information, see this article.
Websites
The Web service is now called the Websites service. Different configuration options are available in OS X Server on Mountain Lion than in Lion Server or Mac OS X Server v10.6 Snow Leopard. For more information about how existing settings will be affected during upgrade, see this article.
Wiki
Mac OS X Server v10.6 Snow Leopard Wiki themes are not preserved during upgrade. You must select a new theme for each wiki after upgrading.
Other Mac OS X Server v10.6 Snow Leopard services
The following services in Snow Leopard Server were removed in Lion Server are no longer part of OS X Server: Mobile Access, MySQL, Print, Tomcat, Axis, QuickTime Streaming Server (QTSS) and Wiki-based mailing lists and archives.
Migrating from Lion Server or Mac OS X Server v10.6 Snow Leopard
To migrate, start by installing Mountain Lion on a new Mac or on a new volume on an existing server, or start with a new Mac preinstalled with Mountain Lion.
Use the Mountain Lion Setup Assistant or the Migration Assistant application to select the migration source:
- a server connected in Target Disk Mode
- a local hard drive or partition with Lion Server or Snow Leopard Server installed
- a local Time Machine backup of Lion Server or Snow Leopard Server
When migration is complete, download and install Server from the Mac App Store (if it is not preinstalled). Open the Server app and follow the onscreen instructions to complete the server setup.
Note: If you open Server app before migrating server data, you will need to remove Server app before migrating and reinstall it afterward.
Alerts
The recipient list for alert emails may not be migrated. After migrating select Alerts, click the Delivery tab, and edit the recipients list if necessary.
Calendar
The iCal service is now called the Calendar service.
Contacts
The Address Book service is now called the Contacts service.
DHCP
If you enabled DHCP (only) in Lion Server, or you enabled DHCP in Mac OS X Server v10.6, your configuration will be preserved and remain active when you migrate to OS X Server v2.1 or later (Mountain Lion).
If you enabled both NAT and DHCP in Server Admin in Lion Server, your configuration will not be preserved when you migrate to OS X Server (Mountain Lion). For more information, see this article.
File Services
Share points are not preserved when migrating to Mountain Lion. See this article for instructions about recording share point information before migrating.
Firewall
The Firewall service is no longer managed by OS X Server. Existing Firewall rules remain active after migration, but any further firewall configuration must be performed on the command line. For more information, see this article.
FTP
FTP settings are not preserved when migrating from Mac OS X Server v10.6 Snow Leopard (only) because Lion and Mountain Lion use different FTP software than Snow Leopard. You can configure FTP in the Server app in Mountain Lion.
Mail
Webmail is no longer a feature of the Mail service in OS X Server (Mountain Lion).
Server-side Mail rules cannot be enabled or disabled in Server app. When upgrading from Lion Server, server-side rules will be preserved, but will not be active. Rules created in Lion will be moved to /Library/Server/Migrated/Library/Server/Mail/Data/rules/ and can be activated by moving the contents of that directory to /Library/Server/Mail/Data/rules/ and restarting the Mail service.
Messages
The iChat service is called the Messages service in OS X Server (Mountain Lion).
After migrating from a Snow Leopard Server configured as part of a "magic triangle", Active Directory users may not be able to connect to the Messages service. Stop the Messages service and enter the following Terminal command, replacing server.domain.com with the fully qualified domain name of your server (in quotation marks).
sudo serveradmin settings jabber:hostsCommaDelimitedString="server.domain.com"
Then restart the Messages service.
NAT
The NAT service was provided by the natpmpd binary in Lion Server and the natd binary in Snow Leopard Server. In Mountain Lion, natd is deprecated and natpmpd is used by Internet Sharing in the Sharing pane of System Preferences.
If you enabled NAT in Server Admin in Lion Server, your configuration will not be preserved when you migrate to OS X Server (Mountain Lion). You can restore the default NAT configuration by disabling then enabling Internet Sharing in System Preferences. This will provide NAT services using the default IP address range of 192.168.2.2 to 192.168.2.254. Important: you cannot use both Internet Sharing and the DHCP service in OS X Server. For more information, see this article.
If you created NAT rules with pfctl in Lion Server, they will be preserved and remain active when you migrate.
If you enabled NAT in Snow Leopard Server, your natd configuration will be deactivated when you migrate. Your configuration files will be preserved in /Library/Server/Migrated/private/etc/nat/.
NetInstall
The NetBoot service is now called the NetInstall service.
Open Directory
When migrating an Open Directory master, follow the instructions in this article.
If SSL-bound clients experience problems after migrating the server, restart the server.
Podcast
The Podcast service has been removed from OS X Server. Existing Podcast content will be preserved during migration, as described in this article.
Profile Manager
If you are unable to add a new device after migrating, restart the server.
RADIUS
The RADIUS service is no longer managed as a separate service in Server app. Existing RADIUS configurations will remain active after migration, although it may appear inactive in Server app until you Refresh the service (from the View menu.) For more information, see this article.
Websites
The Web service is now called the Websites service. Different configuration options are available in OS X Server on Mountain Lion than in Lion Server or Snow Leopard Server. For more information about how existing settings will be affected during migration, see this article.
Wiki
Mac OS X Server v10.6 Snow Leopard Wiki themes are not preserved during migration. You must select a new theme for each wiki after upgrading.
Other Snow Leopard Services
The following services in Snow Leopard Server were removed in Lion Server; they are no longer part of OS X Server: Mobile Access, MySQL, Print, Tomcat, Axis, QuickTime Streaming Server (QTSS) and Wiki-based mailing lists and archives.
Twitter
Facebook