In-Field Upgrade Workflow
This chapter describes the workflow for performing an in-field upgrade from a SteelHead CX570, CX770, or CX3070 appliance to a SteelHead SD 570-SD, 770-SD, or 3070-SD appliance.
Workflow for performing an in-field upgrade
Task
Reference
1. Download the software image. (The SteelHead SD software is contained within the SteelConnect 2.12 image.)
The first email that you receive contains the link to download the software image. The software reimages the appliance and includes the RiOS 9.8.1 virtual SteelHead (vSH) software image. The vSH image is contained within the SteelConnect 2.12 image. For details, see SteelConnect SD-WAN service licensing.
If you didn’t receive this email, contact your sales representative or Riverbed Support at https://support.riverbed.com.
2. Write down the SteelConnect serial number beginning with XN.
The first email that you receive contains the SteelConnect serial number beginning with XN. You will need this serial number later in the installation process. For details, see SteelConnect SD-WAN service licensing.
3. Redeem your license token.
The second email that you receive contains the token to redeem your license. For details, see SteelConnect SD-WAN service licensing.
If you didn’t receive this email, contact your sales representative or Riverbed Support at https://support.riverbed.com.
4. Log in to SteelConnect Manager (SCM) portal and choose Organizations > Licenses to redeem the token.
The final email contains the URL to connect to SteelConnect Manager, default login and password, and the instructions for redeeming your token. For details, see SteelConnect SD-WAN service licensing.
If you don’t receive these emails, contact your sales representative or Riverbed Support at https://support.riverbed.com.
5. Back up or save your SteelHead configuration to an external machine before you begin the in-field upgrade.
For details on how to back up or save your SteelHead configuration, see Backing up your SteelHead configuration.
6. Add dual in-line memory modules (DIMMs) to upgrade your SteelHead appliance to a SteelHead SD appliance.
7. Add and register the appliances in SteelConnect Manager (SCM).
8. If necessary, recable your appliance.
 
Before proceeding with the software upgrade, make sure WAN port on the appliance have internet connectivity so that the system can reach SCM after the software upgrade is complete. For details, see Recabling the appliance.
9. Install the SteelHead SD software image.
For prerequisites and requirements, see Requirements and prerequisite tasks prior to upgrading.
10. These settings are required for the SteelHead SD to contact SCM for the first time and for WAN optimization to function properly:
–Configuring the primary and LAN ports.
–Configuring the in-path interface.
–Identifying the in-path gateway IP address.
–Identifying the primary IP address of the SteelHead.
–Configuring SteelConnect to act as the DHCP server.
–Enabling WAN optimization in SCM.
–Configuring WAN optimization on the virtual SteelHead.
For details, see the SteelHead SD Installation Guide.
For details on configuring SD-WAN, see the SteelHead SD User Guide and the SteelConnect Manager User Guide.