Managing SteelHeads : Managing licenses and model upgrades
  
Managing licenses and model upgrades
This section describes how to install, update, and remove a license. It also describes how to use flexible licensing to manage model configurations and upgrades. It includes these topics:
•  Flexible licensing overview
•  Installing a license
•  Upgrading an appliance model
•  Removing a license
You perform all license management and SteelHead model upgrades in the Appliance > Licenses page.
SteelHead licenses can be permanent or temporary. Permanent licenses don’t display an expiration date in their Status column on the Licenses page; temporary licenses display an expiration date in their Status column. For example, evaluation licenses typically expire in 60 days and display a date within that range.
The system warns you two weeks before a license expires with the Expiring License alarm. After a license expires, the system warns with an Expired License alarm. You can add a license to extend the functionality of an expiring licenses. If multiple licenses exist for a feature, the system uses the license with the latest expiration date.
Flexible licensing overview
RiOS provides a flexible way to manage SteelHead licenses, model configurations, and upgrades. Rather than a performing an incremental model upgrade or replacing an appliance, RiOS provides specification licenses that configure specific performance characteristics of an appliance. A specification license points to a specific, validated model and includes the required license and the hardware specification. If a model upgrade requires additional hardware, the specification license determines which hardware is necessary to complete the upgrade.
By activating a specification license on an appliance you can transform the capabilities of the appliance to meet performance characteristics for any model within a platform family.
Some model upgrades require new hardware components. To accomplish this, order a hardware kit that contains the additional hardware from Riverbed Support or Sales. For more information, see the Upgrade and Maintenance Guide.
After adding the required license to the SteelHead, activate the hardware specification and add the extra hardware instead of replacing the appliance.
This table shows the flexible licensing and upgrade possibilities, listed by appliance model.
Source model
Destination model
Upgrade requirements
Minimum software version
Impact on data store
Impact on configuration
Reboot required
CX255U
CX255L
License only
RiOS 8.0.3a,
8.5.0
None
None
No
CX255U
CX255M
License only
RiOS 8.0.3a,
8.5.0
None
None
No
CX255U
CX255H
License only
RiOS 8.0.3a,
8.5.0
None
None
No
CX255L
CX255M
License only
RiOS 8.0.3a,
8.5.0
None
None
No
CX255L
CX255H
License only
RiOS 8.0.3a,
8.5.0
None
None
No
CX255M
CX255H
License only
RiOS 8.0.3a,
8.5.0
None
None
No
CX570L
CX570M
License only
RiOS 8.0.6,
8.5.3, 8.6.1
None
None
No
CX570L
CX570H
License only
RiOS 8.0.6,
8.5.3, 8.6.1
None
None
No
CX570M
CX570H
License only
RiOS 8.0.6,
8.5.3, 8.6.1
None
None
No
CX770L
CX770M
License only
RiOS 8.0.6,
8.5.3, 8.6.1
None
None
No
CX770L
CX770H
License only
RiOS 8.0.6,
8.5.3, 8.6.1
None
None
No
CX770M
CX770H
License only
RiOS 8.0.6,
8.5.3, 8.6.1
None
None
No
CX3070L
CX3070M
License only
RiOS 8.6.2,
9.0.0a
None
None
No
CX3070M
CX3070H
License only
RiOS 8.6.2,
9.0.0a
None
None
No
CX5070M
CX5070H
License only
RiOS 8.6.2,
9.0.0a
None
None
No
CX5080M
CX5080H
License only
9.9.0
None
None
No
Note: The CX7070 and CX7080 appliances don’t provide a model upgrade through a license. To upgrade these appliances, you need to exchange the appliance. During this upgrade, there is no data store migration. For more information about this upgrade, contact the Riverbed Sales Operations team.
For details about hardware specifications that require hardware upgrades, see the Upgrade and Maintenance Guide.
For more information
This table describes where to find more information on flexible licensing tasks.
Task
See
Get a license and hardware kit.
Riverbed Support or Sales
Install a license.
Update an expired license.
Remove a license.
Upgrade an appliance model.
Installing a license
This section describes how to request and fetch a license manually from the Riverbed license portal or install a license manually after receiving it from Riverbed Support or Sales.
RiOS simplifies license management by providing an automated way to fetch and activate licenses for Riverbed products. You no longer have to manually activate individual appliances and install the licenses.
Fetching a license is restricted for read-only users such as monitor and role-based management (RBM) users with read-only access for General Settings (permissions are granted on the Administration > Security: User Permissions page).
SteelHead-v appliances use either a customer key or a token, which is associated with the appliance license. You enter this information into either the Customer Key field or the License Request Token field. The field differs based on the SteelHead (virtual edition) appliance model. For details, see the SteelHead (Virtual Edition) Installation Guide.
To install a license on a new SteelHead
•  Connect a new SteelHead to the network.
The SteelHead automatically contacts the Riverbed license portal and downloads the licenses. The Licensing page displays a success message or the Alarm Status page reports an actionable error message.
To replace expired licenses
•  Purchase new downloadable licenses to replace the expired license.
At the time of the next scheduled automatic license fetch, the SteelHead automatically contacts the Riverbed license portal and downloads the new licenses. The Licensing page displays a success message or the alarm Status page reports an actionable error message.
To fetch a license on demand
1. Choose Administration > Maintenance: Licenses to display the Licenses page.
2. Click Refresh Licenses.
On older appliances, the button is named Fetch Updates Now.
The Licensing page displays a success message or the alarm Status page reports an actionable error message.
To install a license
1. Choose Administration > Maintenance: Licenses to display the Licenses page.
The Licenses page includes a table of licenses with a column showing the date and time the license was installed and the approximate relative time it was installed. The next column shows whether the installation was done manually or automatically.
The Licenses page differs slightly between xx80 models and xx70/x70/x55 models: the names and positions of the buttons differ slightly.
Figure: Licenses page—xx80 models
 
Figure: Licenses page—xx70, x70, and x55 models
2. Complete the configuration as described in this table.
Control
Description
Add License
Displays the controls to add a new license.
Licenses Text Box
Copy and paste the license key provided by Riverbed Support or Sales into the text box.
Separate multiple license keys with a space, Tab, or Enter.
Add
Adds the license.
Refresh Licenses/Fetch Updates Now
Contacts the Riverbed license portal and downloads all applicable licenses for the SteelHead.
3. Click Save to Disk to save your settings permanently.
If the Customer Key field displays on this page, you have a SteelHead-v model that uses a customer key. To register these models, enter your customer key and click Set Customer Key. For details, see the SteelHead (Virtual Edition) Installation Guide.
Figure: Customer Key field in Licenses page
Upgrading an appliance model
You can use a hardware specification license to upgrade a model. Some model upgrades require additional hardware. When the appliance has the required hardware, activating the hardware specification upgrades the appliance to the new model number. When the existing hardware isn’t adequate, a hardware required message appears after the hardware specification description.
This section describes how to upgrade an appliance model.
To upgrade an appliance model
1. Install the upgrade license.
For details, see Installing a license.
2. Stop the optimization service.
For details, see Starting and stopping the optimization service.
3. Choose Administration > Maintenance: Licenses to display the Licenses page.
The hardware model specifications appear at the bottom of the page. The current specification appears in bold.
Figure: Hardware Model Specifications Appear on the Licenses page of the Management Console
4. Select the model specification you want to activate.
If a model specification requires an appliance reboot after activation, the message activation reboots appliance appears.
5. Click Apply.
Note: Upgrades that require additional hardware automatically shut down the appliance after you activate the model upgrade specification. Install the new hardware and power on the system. The system reformats the drives and completes the upgrade.
6. If your model upgrade doesn’t require the installation of additional hardware, click the Restart icon to restart the optimization service.
For details, see Starting and stopping the optimization service.
When the upgrade is complete, the appliance is transformed into the new model. The model number appears on the appliance banner in the upper-right corner of the page. The appliance retains its original serial number.
Note: Model downgrades based on the performance tier are not supported through the web interface; you need to use the CLI to downgrade the performance tier.
For more details, see the Upgrade and Maintenance Guide.
Removing a license
We recommend that you keep old licenses in case you want to downgrade to an earlier software version; however, in some situations you might want to remove a license.
To remove a license
1. Choose Administration > Maintenance: Licenses to display the Licenses page.
2. Select the license you want to delete.
3. Click Remove Licenses.
4. Click Save to Disk to save your settings permanently.