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  1. Deploy the new instance that you will be migrating to from the marketplace:
    1. Deploy in the same VPC as the current SoftNAS.
    2. Deploy in the same subnet as the current SoftNAS.
    3. Assign the same security groups as the current SoftNAS.
    4. Assign the same IAM role as the current SoftNAS.
    5. Disable Source/Destination check on the new SoftNAS instance.
  2. Copy over the following config files from the current instance to the new instance.
    1. '/etc/exports'

    2. '/etc/samba/smb.conf'

      1. Only copy the shares sections of smb.conf if they exist, do not copy the '[global]' section.
    3. '/etc/target/saveconfig.json'

    4. '/var/www/softnas/config/snapshots.ini'

    5. If you are using tiered pools, copy the below files over:
      1. '/var/www/softnas/config/btier.json'

      2. '/var/www/softnas/config/btier_migrations_saved_sdtiera'
    6. Copy over any custom monitors you may have in '/etc/monit.d/' if they exist.
  3. Power off both instances to migrate the disk devices.
    1. Power off the current instance.
    2. Power off the instance you are migrating to.
  4. Migrate the disk devices from the current instance where they are attached to the new instance.
    1. Log into the AWS EC2 console.
    2. Make note of the device order of the current attached disk devices on the current instance.
    3. Detach them all.
    4. Re-attach the devices in the same order and device id to the new instance.
  5. Power on the new instance.
    1. At boot time the ZFS pools should be imported and mounted with no user interaction.
  6. If using Active Directory, join the new instance to Active Directory at this time.
    1. Follow First remove the old computer object of the previous SoftNAS from Active Directory.
      1. Active Directory > Users and Computers > Delete the old object
    2. Now follow the instructions in the AD Wizard.
      1. Active Directory Configuration


Step-by-step guide for manual migration of a HA Pair SoftNAS instances with block device pools.

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