Install or upgrade the NetApp Shift Toolkit for ONTAP storage
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Install or upgrade the NetApp Shift Toolkit after verifying that your environment meets the preparation and prerequisite requirements.
Install the Shift Toolkit
Download and run the installer to set up the Shift Toolkit on your Windows server.
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Download the Shift Toolkit package and unzip it.
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Double-click the downloaded .exe file to initiate the Shift Toolkit installation.
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All pre-checks are performed during installation. If minimum requirements are not met, appropriate error or warning messages are displayed. -
Select the installation location or use the default and click Next.
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Select the IP address that will be used to access the Shift Toolkit UI.
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If the VM has multiple NICs, the setup process allows you to select the appropriate IP address from a dropdown. -
Review the required components that will be automatically downloaded and installed, and then click Next.
These mandatory components are required for proper Shift Toolkit operation:
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Review the Java OpenJDK GNU licensing information and click Next.
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Keep the default setting for creating a desktop shortcut and click Next.
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Click Install to begin the installation.
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Wait for the installation to complete. The installer downloads and installs all required components. Click Finish when complete.
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The installation can take 10-15 minutes. -
Accept the self-signed certificate prompt and click Next.
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The self-signed certificate can be replaced with a third-party or CA-generated certificate. Replace the certificate in the certs folder located at <installation directory>\Storage\Certs.
The Shift Toolkit installation is complete.
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For VMs without internet access, the offline installer performs the same steps but installs components using packages included in the executable. |
Upgrade the Shift Toolkit
Upgrades are fully automated and can be completed with a single click.
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The Shift Toolkit updater service listens on port 3002 and performs the following steps:
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Downloads the upgrade package
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Stops the Shift Toolkit service
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Extracts files and overwrites required files
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Runs the update using the same IP address (retaining metadata)
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Redirects the UI to the Shift Toolkit UI listening on port 3001
Manually download the upgrade package (filename starts with "update") from NetApp Toolchest and place it in the designated folder C:\NetApp_Shift.
Create this folder path if it doesn't exist. All other steps remain the same as the online upgrade procedure.
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