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 configurations and upgrades. This section includes these topics:
Flexible licensing overview
Installing a license
Upgrading an appliance feature tier
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, feature capabilities, and upgrades. Depending on the model of SteelHead, you follow one of these flexible licensing approaches:
Feature-tier licensing, available on SteelHead CX models 580, 780, and 3080 and SteelHead-v VCX30 through VCX110 models, provides license tiers that define the available features. For details, see Feature-tier licensing.
Specification licensing, for all other SteelHead appliances, provides a license to define the appliance specifications, such as bandwidth capacity and number of optimized connections. For details, see Specification licensing.
Feature-tier licensing
Feature-tier licensing is available on SteelHead CX models 580, 780, and 3080 and SteelHead-v models VCX30 through VCX110. Feature-tier licensing is not available for models VCX10 and VCX20.
Feature-tier licensing determines SteelHead appliance capabilities by feature categories. This licensing model provides three licensing tiers: Essentials, Standard, and Enterprise. The following table lists the features in each license tier.
Essentials
Standard
Enterprise
Scalable Data Referencing (SDR) optimization
Full LZ compression
Basic TCP optimization—transport optimizations (dual and single-ended, buffer settings, standard, HS-TCP, and bandwidth estimation)
MX-TCP and rate pacing
Hybrid networking (QoS, path-selection, secure transport)
IPsec peering
All network integration features (autodiscovery, network transparency, virtual in-path, WCCP/PBR, serial failover, parallel SteelHead with connection forwarding, host/port/domain labels)
Packet mode optimization (UDP)
IPv6
DNS caching
HTTP prepopulation
All features in the Essentials tier plus:
Windows file server (SMB/CIFS) optimization
CIFS prepopulation
HTTP optimization (including SharePoint, WTA, UID, video caching, video stream splitting)
HTTPS
SSL/enhanced cryptography optimization
Web proxy (file caching, video caching, video stream splitting)
Microsoft Exchange (MAPI) optimization
SaaS Accelerator support
Legacy Cloud Accelerator (SCA) support
NetFlow export
All features in the Standard tier plus:
NFS optimization
Data replication (FCIP, SRDF, SnapMirror)
SCPS optimization
Federal Information Processing Standard (FIPS)
Lotus Notes protocol optimization
Citrix protocol optimization
Oracle Forms protocol optimization
 
With feature-tier licensing, all license categories get the same specified number of connections and bandwidth capacity. The amount doesn’t change between licenses. (See the SteelHead Family Specification Sheet for these limits for your appliance.)
Although none of the feature tiers has differing bandwidth limits, service providers can continue to purchase a license to limit bandwidth.
You can upgrade from Essentials to Standard and from Standard to Enterprise. For details, see Upgrading an appliance feature tier.
With feature-tier licensing, you can configure some functionality even if it is not licensed, but you cannot use that functionality until it is both licensed and enabled. Features and protocols that are not licensed display an alert on their configuration page in the user interface.
Any connections configured to use unlicensed capabilities will be passed through.
Licensing interoperability
Feature-tier licensing only ships with SteelHead CX models 580, 780, and 3080. All other appliances maintain their existing licensing when communicating with feature-tier licensed appliances.
Dual-ended capabilities require a valid license at both peers and when two systems pair from different feature tiers or from different licensing models, only the smaller subset of features is allowed. For example, an Essentials client cannot optimize SMB/CIFS traffic, even if the server-side appliance has an Enterprise license. The opposite is true as well: If an Enterprise client communicates with an Essentials tier, only features in the Essentials tier will work.
SteelHead models that have specification licensing include the features in the Enterprise feature-license tier except SCPS and FIPS that each require a separate license on x70 and xx70 appliances. For details, see Feature-tier licensing and the SCPS and FIPS documentation.
SaaS Accelerator and Legacy Cloud Accelerator require additional licenses, but the licenses are not installed on the SteelHead; they are installed on the SaaS Accelerator Manager for SaaS Accelerator and Cloud Portal for Legacy Cloud Accelerator. In addition, SteelHead CX models 580, 780, and 3080 require the Standard license tier or higher to accelerate SaaS traffic.
Specification licensing
RiOS provides specification licenses that configure specific performance characteristics of an appliance, such as bandwidth capacity and number of optimized connections. A specification license points to a specific, validated model and includes the required license and the hardware specification.
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.
If a model upgrade requires additional hardware, the specification license determines which hardware is necessary to complete the upgrade. To upgrade, order a hardware kit that contains the additional hardware from Riverbed Support or Sales. For more information, see the Upgrade and Maintenance Guide.
SteelHead models that have specification licensing include the features in the Enterprise feature-license tier except SCPS and FIPS that each require a separate license on x70 and xx70 appliances. For details, see Feature-tier licensing and the SCPS and FIPS documentation.
This table shows the appliances with specification licensing and their upgrade possibilities.
Source CX model
Destination CX model
Upgrade requirements
Minimum software version
Impact on data store
Impact on configuration
Reboot required
255-U
255-L
License only
RiOS 8.0.3a,
8.5.0
None
None
No
255-U
255-M
License only
RiOS 8.0.3a,
8.5.0
None
None
No
255-U
255-H
License only
RiOS 8.0.3a,
8.5.0
None
None
No
255-L
255-M
License only
RiOS 8.0.3a,
8.5.0
None
None
No
255-L
255-H
License only
RiOS 8.0.3a,
8.5.0
None
None
No
255-M
255-H
License only
RiOS 8.0.3a,
8.5.0
None
None
No
570-L
570-M
License only
RiOS 8.0.6,
8.5.3, 8.6.1
None
None
No
570-L
570-H
License only
RiOS 8.0.6,
8.5.3, 8.6.1
None
None
No
570-M
570-H
License only
RiOS 8.0.6,
8.5.3, 8.6.1
None
None
No
770-L
770-M
License only
RiOS 8.0.6,
8.5.3, 8.6.1
None
None
No
770-L
770-H
License only
RiOS 8.0.6,
8.5.3, 8.6.1
None
None
No
770-M
770-H
License only
RiOS 8.0.6,
8.5.3, 8.6.1
None
None
No
3070-L
3070-M
License only
RiOS 8.6.2,
9.0.0a
None
None
No
3070-M
3070-H
License only
RiOS 8.6.2,
9.0.0a
None
None
No
5070-M
5070-H
License only
RiOS 8.6.2,
9.0.0a
None
None
No
5080-M
5080-H
License only
9.9.0
None
None
No
The CX 7070 and 7080 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 feature tier.
Upgrade an appliance model.
Although the types of flexible licenses differ between models, you follow the same steps to install, update, and remove licenses.
Installing a license
This section describes how to request a license from the Riverbed license portal or install a license manually after receiving it from Riverbed Support or Sales.
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.
After installing most new licenses, you must restart the optimization service. Consult the feature description for details.
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.
If you are upgrading licenses between feature tiers, for example moving from the Standard to the Enterprise tier, you need to stop the optimization service, refresh the license, and then restart the optimization service. For details, see Upgrading an appliance feature tier.
The Licensing page displays a success message or the alarm Status page reports an actionable error message.
To manually obtain a license
1. Go to the License Activation page in the Riverbed Licensing Portal at https://licensing.riverbed.com/index.htm
2. Enter your appliance serial number or your unique product identifier.
The licensing portal requires a unique product identifier to retrieve a license. Depending on the product, the identifier can be a serial number, a license request key (activation code), Support ID or a token.
The serial number is on a label located on your appliance and it also appears in the Support tab of the Management Console.
3. Click Next.
4. Provide the contact information for the license, including your name and email.
5. Click Submit.
The Licensing Portal displays license information for all the products purchased with the serial number you specified.
6. Click a serial number to see license details.
7. Optionally, if you are behind a firewall, type the email address in the Email address text box and click Email Keys to have the license keys emailed to you.
8. Optionally, if you are behind a firewall, click Download XML to download an XML file. The XML file can be imported by the SteelCentral Controller for SteelHead.
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 names and positions of the buttons differ slightly on the Licenses page between x80/xx80 models and xx70/x70/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 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.
Upgrading an appliance feature tier
For appliances with feature-tier licensing, you can upgrade from Essentials to Standard and from Standard to Enterprise. This section describes how to upgrade an appliance feature tier.
To upgrade an appliance feature tier
1. Stop the optimization service.
For details, see Starting and stopping the optimization service.
2. Choose Administration > Maintenance: Licenses to display the Licenses page.
3. Install the new feature-tier license.
Or click Refresh to retrieve the license from the Riverbed license server. For details, see Installing a license.
4. Optionally, delete the previous feature-tier license.
For details, see Removing a license. You can keep both licenses on the appliance without any problems: the interface simply lists both licenses and uses the higher license.
5. Restart the optimization service.
When the upgrade is installed, the new feature set is available.
Upgrading an appliance model
You can use a hardware specification license to upgrade some SteelHead models. 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.
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.
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.
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.