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How to completely upgrade your NAS from QTS 3.8 to QTS 4.0?

Introduction

QTS 4.0 is a new system provided by QNAP that offers more powerful features and a more user-friendly interface., If the system is updated directly from QTS 3.8.3 to QTS4.0, the system will become a legacy volume coexisting with the LVM structure, such as the desired complete upgrade QTS4.0, so that you can do a complete data backup, and upgrade the system to QTS4.0.

1. Thin-provisioning volume

QTS4.0’s Logical Volume Manager-LVM (logical volume manager), will integrate a group of physical disk storage pool, and then deploy the volume, providing a more flexible space management.. Unlike traditional hard drive usage that creates a volume with fixed space, volumes created with Thin-provisioning allocate space only when the system needs it, reducing the idle storage usage and increasing space utilization.

2. Data Backup

If you are updating from QTS3.8 to QTS4.0, the existing system will become a legacy volume, and the new drive will be running LVM structure. If you want to use the full functionality of QTS4.0, you need to do a complete system update.

Before updating, you need to make a backup of system data. You can use external storage space (USB hard drives, network backup space, etc.) to backup the files.

(1) Data

  1. Via File Station
    Go to “QTS” > “Web File Manager”, and download the file to local PC.

  2. Via SAMBA(My Network Places)
    Enter your NAS IP (EX: 192.168.1.1), and copy the folder to another storage space for backup

  3. Via FTP
    Open the NAS FTP function and download via FTP. For setting up your FTP connection, please refer to the following document: “Set up Your Own FTP Server in an Easy Way

(2) Time Machine

Using a command line, you can back up data to a specified path. Use SSH connect login to system.

(http://chiark.greened.org.uk/~sgtatham/putty/)

  1. First, to find the TimeMachine backup data, please refer to the following instructions.
    cd ..
    cd /share/TMBackup
    ls
    
    Find the TimeMachine backup data from the list.

  2. Please refer to the following instructions to move the files to another folder, and then through FileStation, FTP, SAMBA, etc. to the backup destination.
    cp -a /share/TMBackup/”kelvinlee的MacBook Pro” /share/Public/
    
    (The highlighted text is the name of your data; please fill in the folder name that you want to move)

    You can find the needed backup TimeMachine data in the Public folder.
  3. Once the system upgrade is completed, you can move the data back to the "TMBackup".
      cp -a /share/Public/”kelvinlee的MacBook Pro” /share/TMBackup/
    
    (The highlighted text is the name of your data; please fill in the folder name that you want to move)

(3) iSCSI initiator

To learn more about configuring iSCSI please refer to the relevant instruction “How to create and use the iSCSI target service on the QNAP NAS

3. Firmware upgrade

When the backup tasks are complete, you need to do a complete hard drive removal and system reset. Please refer to the following steps.

(1) First, update firmware to QTS4.0
“Control Panel” > “Firmware Update”.

(2) Reset System
“Control Panel” > ”Backup/Restore” > ”Restore to Factory Default” > “Reset and Clear”.

※Note: The firmware cannot be downgraded and this process completely erases all data on the NAS. Please ensure you have backed up all your data before proceeding.

4. Limitation

When performing a full hard drive removal and reinstall, there are many system services that cannot be transferred and need to be re-installed and configured. Make sure you have confirmed that any relevant information has been backed up.

Please refer to the following services that cannot be transferred:

  • Apps - need to be re-installed and setup
  • User Settings - need to re-create users
  • User groups - need to re-configure LDAP or AD groups
  • QSync - need to re-setup the working groups
  • Web server -need to be re-setup
  • iSCSI Target- need to be re-setup
Release date: 2014-01-03
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