SANsymphony-V Storage Virtualization Software Installation and Getting Started Guide. February 5, 2015

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1 SANsymphny-V Strage Virtualizatin Sftware Installatin and Getting Started Guide February 5, 2015

2 This dcument is the prperty f DataCre Sftware. It is intended slely as an aid fr installing and cnfiguring Strage Virtualizatin slutins with DataCre sftware prducts. This dcument des nt prvide a warranty t any DataCre sftware, equipment, r service, nr des it imply prduct availability. DataCre Sftware is nt respnsible fr the use f this dcument and des nt guarantee the results f its use. DataCre Sftware des nt warrant r guarantee that anyne will be able t recreate r achieve the results described in this dcument. This dcument des nt supersede technical knwledge taught in DataCre training curses nr prfessinal skills in wrking with SAN and strage envirnments. The installatin and cnfiguratin described in this dcument may mentin the use f third party sftware and hardware. DataCre Sftware des nt make any warranties r guarantees cncerning such third party sftware and hardware. COPYRIGHT Cpyright DataCre Sftware Crpratin. All rights reserved. DataCre, the DataCre lg, SANsymphny and SANmeldy are trademarks f DataCre Sftware Crpratin. Other DataCre prduct r service names r lgs referenced herein are trademarks f DataCre Sftware Crpratin. All ther prducts, services and cmpany names mentined herein may be trademarks f their respective wners. N part f this dcument may be cpied, reprduced, translated r reduced t any electrnic medium r machine-readable frm withut the prir written cnsent f DataCre Sftware Crpratin. DataCre Sftware Crpratin 6300 NW 5th Way Frt Lauderdale, Flrida PHONE: FAX:

3 Table f Cntents Pre-Installatin Ntes... 1 Prepare Servers Running SANsymphny-V Sftware... 2 Prepare Hsts... 3 Windws Security Settings Disclsure... 4 TCP and UDP Prts... 4 Name Reslutin... 5 Functining Name Reslutin... 5 Partnering Within a Server Grup... 6 Remte Management via the SANsymphny-V Management Cnsle r frm a Different Server Grup... 6 Replicatin... 6 Remte SQL Recrding Servers... 7 Installing SANsymphny-V Sftware... 8 Installatin Ntes... 9 Installing Using the Wizard Pst-Installatin Virtual SAN Server Deplyment Add a New Virtual Disk New Virtual SAN Nde Added t Existing Server Grup High Availability Pairs Deplyment NAS/SAN Unified Strage Slutin New Clustered Virtual Machine Strage Slutin Adding Additinal Shares Adding Additinal Virtual Machines Self-guided Single Server Deplyment Starting SANsymphny-V Sftware Cnnecting t a Server Grup Credentials Cnnecting t a Server Grup Cnnectin Status Technical Supprt Supprt Plans Licensing Appendix A: Manual Installatin Appendix B: Manual Driver Installatin iii

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5 SANsymphny-V Installatin and Getting Started Guide Pre-Installatin Ntes T ensure a smth installatin, please read thrugh this tpic t prepare the servers that will run SANsymphny -V strage virtualizatin sftware and the hsts that will utilize the virtual strage resurces. Read the Release Ntes prvided with ur sftware fr imprtant infrmatin. SANsymphny-V sftware may als be installed n hsts t bring advanced SAN features clser t running applicatins. Hsts r virtual machines running n hst hypervisrs in a Virtual SAN cnfiguratin can take advantage f the same perfrmance enhancing features used by DataCre Servers; such as aut-tiering and caching. Hsts can als leverage the perfrmance f lcallyattached devices and avid netwrk latency issues. Prduct license keys are nt necessary t install and evaluate SANsymphny-V sftware. Hwever, sftware activatin with valid prduct license keys is required within 30 days. Failing t activate the sftware within the trial perid will prhibit all cnfiguratin peratins. Certain sftware features are disabled r limited in trial mde. D nt install SANsymphny-V server sftware n Dmain Cntrllers. 1

6 SANsymphny-V Installatin and Getting Started Guide Prepare Servers Running SANsymphny-V Sftware Ensure servers meet r exceed system requirements. Install any Micrsft Windws perating system sftware service packs and updates. D nt enable the fllwing Micrsft Windws Features r Rles n servers running Windws Server 2012 r Windws Server 2012 R2. These features adversely affect the fundamental strage peratins in SANsymphny-V sftware: Strage spaces pls with virtual vlumes iscsi Target vlumes A server name is limited t 15 ASCII characters. Fully qualified dmain names (FQDN) are limited t 64 characters. DataCre Servers "brker" all strage resurce allcatins and paths frm hsts (servers utilizing virtual strage) t physical disks. Cnnect DataCre Servers t hsts and physical strage t the netwrk via FC HBAs, NICs fr iscsi, r a hybrid f bth. IP t FC ruters that enable IP/iSCSI cnnectivity t the Fibre Channel and iscsi strage resurces are supprted. Ensure strage and hsts are accessible t DataCre Servers. Internet Prtcl Versin 4 is supprted fr NICs. NICs shuld be cnnected with a valid IPv4 address. This must be dne prir t sftware installatin r the DataCre iscsi drivers will nt install prperly. In rder t achieve high availability, tw DataCre Servers with tw FC HBAs r NICs are required. This will achieve autmatic failver if I/O directed t ne path fails when a virtual disk is served t a hst with multi-pathing capabilities. An Ethernet cnnectin is required between servers running SANsymphny-V sftware. This cnnectin is required fr cmmunicatins between the servers such as varius messaging, relaying cnfiguratin changes, and cllecting status infrmatin. Strage devices, frm JBOD enclsures t strage arrays, are supprted. Basic vendrspecific cnfiguratin and installatin f these strage devices shuld be perfrmed accrding t manufacturer instructins. After the physical devices are discvered by SANsymphny-V sftware, n further device-specific cnfiguratin is necessary ther than fr hardware maintenance r failure crrectin. Disks marked as "Remvable" in Windws Disk Management cannt be used as strage devices. Servers running SANsymphny-V sftware (including Replicatin partners) and management cnsles require functining name reslutin t reslve cmputer names t IP addresses, fr example hsts files r DNS (Dmain Name System). T ensure crrect cmmunicatin and data transfer, verify that name reslutin exists amng all management cnsles and servers used in lcal and remte server grups. See Name Reslutin fr mre infrmatin. SANsymphny-V sftware will manage any physical disks that are un-partitined. Physical disks with existing file systems and disk frmats (fr example NTFS, VMware VMFS, UFS, and JFS) can be migrated int the SANsymphny-V architecture withut mdifying the structure. Access t current disk cntents can be maintained during the migratin prcess. D nt alter these disks in any manner. See the SANsymphny-V Help tpic Pass-thrugh Disks fr details. 2

7 SANsymphny-V Installatin and Getting Started Guide If using iscsi: Ensure Micrsft iscsi Initiatr is enabled n the perating system. If using an isns server, attach the isns server t the iscsi SAN and install the isns sftware. Micrsft isns Server sftware can be dwnladed frm the Dwnlad Center n the Micrsft Web site. If planning t replicate virtual disks t a remte lcatin: TCP/IP cnnectins are required between lcal and remte servers. Use Internet Prtcl Versin 4 (IPv4) fr iscsi targets n DataCre Servers. The best practice when replicating between sites is t use a netwrk card that is dedicated t replicating virtual disks and nt used fr ther functins such as iscsi r LAN management. Sharing the netwrk card fr varius uses may impact replicatin perfrmance. If planning t recrd perfrmance data n a remte SQL Server: Micrsft SQL Server 2008 and 2012 (Standard, Enterprise, Develper, r Express editins) are supprted. The SQL Server instance must be created prir t cnfiguring the remte SQL Server in SANsymphny-V sftware. See the SANsymphny-V Help tpic Recrded Perfrmance fr mre infrmatin, including additinal remte SQL Server requirements. If installing a Virtual SAN nde: Ensure Virtual SAN servers meet r exceed the Virtual SAN system requirements. Install any Micrsft Windws perating system sftware service packs and updates. All DataCre Servers and hsts shuld be time-synchrnized. We recmmend cnfiguring the builtin Windws Internet Time Settings (NTP) t synchrnize the time. Prepare Hsts Hsts (servers which will utilize LUNs served frm DataCre Servers) shuld be cnnected t DataCre Servers as nted in the previus sectin. If using iscsi, install an iscsi initiatr n hsts. After SANsymphny-V installatin, discver the DataCre Server targets. All hsts shuld be time-synchrnized with DataCre Servers. We recmmend cnfiguring the built-in Windws Internet Time Settings (NTP) t synchrnize the time. See the Technical Bulletins page f the DataCre Technical Supprt Web site fr imprtant perating system cnfiguratin instructins fr hsts. If running DataCre MPIO sftware frm the Windws Integratin Kit (WIK), read the WIK release ntes fr imprtant cnfiguratin instructins. 3

8 SANsymphny-V Installatin and Getting Started Guide Windws Security Settings Disclsure In rder t allw SANsymphny-V sftware t functin prperly and DataCre Servers t cmmunicate, certain Windws perating system settings are autmatically changed during the SANsymphny-V sftware installatin. The installatin nly makes the minimum Windws security changes required. Althugh security settings are changed, they are never disabled. Belw are the specific changes perfrmed t the Windws security settings during the installatin: Operating system firewall rules are added t allw DataCre Executive Service, DataCre Supprt Service, SANsymphny-V Management Cnsle, and DataCre iscsi cmmunicatins. (Specific firewall rules can be viewed in Server Manager>Windws Firewall.) A lcal administratr accunt DataCre Executive Service with lgn as service privileges (user name DcsAdmin) is created exclusively fr services in SANsymphny-V sftware. D nt delete the accunt. TCP and UDP Prts In rder fr the sftware t functin prperly, sme prts must be pen: Prt 3793 is used by the DataCre Executive Service (Dcsx.exe) t cmmunicate and transfer data between DataCre Servers (lcally and in Remte Replicatins), and t cmmunicate between Management Cnsles and DataCre Servers. Ensure these machines can accmmdate traffic between them based n yur netwrk cnfiguratin and taking int cnsideratin any firewalls. Prt 3793 is used fr autmatic license activatin and t uplad supprt bundles t DataCre Custmer Supprt. If prt 3793 is unavailable, prt 80 can be used fr autmatic license activatin, but nt t uplad supprt bundles. T use these features, an utbund firewall rule may be required. Prt 3260 is used fr iscsi cmmunicatins. Ensure machines using iscsi can accmmdate traffic between them based n yur netwrk cnfiguratin. Prt 137 (Windws NetBIOS prt) is required t reslve hstnames. Windws perating system cannt reslve hstnames when the NetBIOS prt is blcked by a firewall; NetBIOS is disabled. This prt needs t be pen n any DataCre Server r cmputer running the SANsymphny-V Management Cnsle that uses hstnames (nt FQDN) t cnnect t the server grup. Open the prt in any necessary firewalls. Prts 161 and 162 are used fr SNMP supprt. Prts will be handled by Windws perating system as part f the Windws SNMP package. 4

9 SANsymphny-V Installatin and Getting Started Guide Name Reslutin IP addresses are used t cmmunicate and transfer data between DataCre Servers (including Replicatin partners), as well as t cmmunicate and transfer infrmatin between DataCre Servers and remte SQL Servers recrding perfrmance data and cmputers running the SANsymphny-V Management Cnsle. In rder t make a netwrk cnnectin using hst names, all machines must be able t reslve the hst names f DataCre Servers t their IP address. We strngly recmmend using hst names instead f IP addresses. Hst names can be reslved t IP addresses regardless f changes t the IP addresses. This tpic addresses name reslutin and hw it pertains t cnnecting t a server grup, and facilitating cmmunicatins within a lcal server grup, between lcal and remte server grups replicating virtual disks, using remte SQL Servers fr perfrmance recrding, and when using a remte SANsymphny-V Management Cnsle. Als see Cnnecting t a Server Grup and the SANsymphny-V Help tpic Establishing Server Grups fr mre infrmatin. Numerus name reslutin mechanisms and implementatins exist. The crrect name reslutin implementatin shuld be based n yur netwrk cnfiguratin. Befre making any changes based n the infrmatin in this tpic, cnsult yur IT department fr guidance and t ensure cmpliance with the name reslutin implementatin fr yur netwrk cnfiguratin. Functining Name Reslutin A name reslutin mechanism must exist t reslve hstnames t IP addresses. Fr instance, sme examples f name reslutin mechanisms are Dmain Name System (DNS) r Windws HOSTS file. A fully qualified dmain name (FQDN) specifies an exact netwrk lcatin f a netwrk device. Fr example, given a cmputer with a lcal cmputer name "mycmputer" and a parent dmain name "dmain.cm", the fully qualified dmain name is "mycmputer.dmain.cm". A hst name can be either a cmputer name r a FQDN. Imprtant Ntes: If a hst name (nt an FQDN) is used t cnnect t a server grup, then the Windws NetBIOS prt 137 used t reslve hst names must be pen. If a hst name (nt an FQDN) is used in the HOSTS file, then the Windws NetBIOS prt 137 used t reslve hst names must be pen. See Windws Security Settings Disclsure fr mre infrmatin abut prts used in SANsymphny-V sftware. A HOSTS file will verride DNS and culd give incrrect results if IP addresses are changed n the DNS. The cmputer name in a HOSTS file is case sensitive. The cmputer name used in a HOSTS file, shuld be the same cmputer name used t cnnect t a server grup. See Cnnecting t a Server Grup fr mre infrmatin. 5

10 SANsymphny-V Installatin and Getting Started Guide Partnering Within a Server Grup Each server running SANsymphny-V sftware must be able t reslve the hst names f each DataCre Server in the server grup t which it belngs. Fr instance, t partner DataCre Servers A1 and A2 int the same Server Grup A: DataCre Server A1 must be able t reslve the hst name "A2" t an IP address that A1 can cnnect t. DataCre Server A2 must be able t reslve the hst name "A1" t an IP address that A2 can cnnect t. Ensure that the DataCre Servers can reach each ther. Frm a cmmand line n the cmputer running the cnsle, ping each server using the hst name and ensure there is a successful reply. Fr instance, "ping A1" and "ping A2". If the ping times ut withut a reply, check firewall settings t ensure the reply is nt being blcked. Remte Management via the SANsymphny-V Management Cnsle r frm a Different Server Grup The cmputer running the cnsle must be able t reslve the hst names f each DataCre Server in the server grup t which it is cnnecting. Fr instance, t cnnect frm a SANsymphny-V Management Cnsle running n Machine X t Server Grup A cnsisting f DataCre Servers A1 and A2: The cnsle n Machine X must be able t reslve the hst name "A1" t an IP address that Machine X can cnnect t. The cnsle n Machine X must be able t reslve the hst name "A2" t an IP address that Machine X can cnnect t. If the cmputer running the SANsymphny-V Management Cnsle is "utside" the netwrk f the server grup that it is cnnecting t, then public IP addresses may be required fr the cmputer running the cnsle and each DataCre Server in the server grup. In this case, hst names must be reslved t the public IP addresses using the apprpriate name reslutin mechanism. (Editing the HOSTS file might be a pssible slutin.) Ensure that the cnsle can reach each DataCre Server. Frm a cmmand line n the cmputer running the cnsle, ping each server using the hst name and ensure there is a successful reply. Fr instance, "ping A1" and "ping A2". If the ping times ut withut a reply, check firewall settings t ensure the reply is nt being blcked. Replicatin All servers running SANsymphny-V sftware in the lcal and remte server grups invlved in virtual disk replicatin must be able t reslve the hst names f all ther DataCre Servers in thse grups. Fr instance, Server Grup A cnsisting f DataCre Servers A1 and A2 which are replicating virtual disks t Server Grup B cnsisting f DataCre Servers B1 and B2 must be able t reslve the fllwing: DataCre Server A1 must be able t reslve hst names "B1" and "B2" t IP addresses that A1 can cnnect t. DataCre Server A2 must be able t reslve hst names "B1" and "B2" t IP addresses that A2 can cnnect t. 6

11 SANsymphny-V Installatin and Getting Started Guide DataCre Server B1 must be able t reslve hst names "A1" and "A2" t IP addresses that B1 can cnnect t. DataCre Server B2 must be able t reslve hst names "A1" and "A2" t IP addresses that B2 can cnnect t. If Server Grups A and B are n different netwrks, then public IP addresses may be required fr all DataCre Servers in bth server grups. In this case, hst names must be reslved t the public IP addresses using the apprpriate name reslutin mechanism. (Editing the HOSTS file might be a pssible slutin.) Ensure that DataCre Servers in bth server grups can reach each ther. Frm a cmmand line n each DataCre Server ping each server in the ther server grup and ensure there is a successful reply. Fr instance, frm a cmmand line n DataCre Server A1, "ping B1" and "ping B2". Repeat fr each server. If the ping times ut withut a reply, check firewall settings t ensure the reply is nt being blcked. Remte SQL Recrding Servers Each DataCre Server in the lcal server grup must be able t reslve the hst name f the remte SQL Server t which it is cnnecting. Fr instance, Server Grup A cnsisting f DataCre Servers A1 and A2 which are recrding perfrmance data and sending the data t Remte Recrding Server B must be able t reslve the fllwing: DataCre Server A1 must be able t reslve hst name "Remte Recrding Server B" t an IP address that A1 can cnnect t. DataCre Server A2 must be able t reslve hst name "Remte Recrding Server B" t an IP address that A2 can cnnect t. If the remte SQL recrding server is "utside" the netwrk f the server grup that it is cnnecting t, then public IP addresses may be required fr the remte SQL recrding server and each DataCre Server in the server grup. In this case, hst names must be reslved t the public IP addresses using the apprpriate name reslutin mechanism. (Editing the HOSTS file might be a pssible slutin.) Ensure that each DataCre Server in the server grup can reach the remte SQL recrding server. Frm a cmmand line n each DataCre Server ping the remte SQL recrding server and ensure there is a successful reply. Fr instance, frm a cmmand line n DataCre Server A1, "ping Remte Recrding Server B". Repeat fr each server in the server grup. If the ping times ut withut a reply, check firewall settings t ensure the reply is nt being blcked. 7

12 SANsymphny-V Installatin and Getting Started Guide Installing SANsymphny-V Sftware An installatin tl (the Smart Deplyment Wizard) assists and guides administratrs thrugh the prcess f cnfiguring and deplying DataCre Servers in varius SAN cnfiguratins. The wizard perfrms prerequisite hardware and sftware checks and additinal autmatic server and server grup cnfiguratin that are nt included with the standard sftware installer. Read the pre-installatin steps in this tpic. The SANsymphny-V sftware package cnsists f the fllwing cmpnents: The Server Cmpnents cnsists f the prgram files used t run the SANsymphny-V virtualizatin functins. These cmpnents are required t be installed n all DataCre Servers. The SANsymphny-V Management Cnsle cmpnent cnsists f the prgram files used t run the user interface. The SANsymphny-V Management Cnsle is used t cnfigure, cntrl, and mnitr DataCre Servers. This cmpnent can be installed n any cmputer running a supprted perating system. (Nt available fr installatin n servers running the Windws Server Cre Installatin Optin.) The SANsymphny-V Cmdlets fr Windws PwerShell cmpnent prvides the ability t perfrm SANsymphny-V strage management activities thrugh the Windws PwerShell cmmand line interface. The Self-guided Optin allws custm installatins where individual cmpnents may be selected. The Server cmpnent can be installed n a DataCre Server withut installing the SANsymphny-V Management Cnsle cmpnent. The SANsymphny-V Management Cnsle cmpnent can be installed n any cmputer t remtely cnfigure, manage, and mnitr DataCre Servers that have the Server cmpnent installed. Befre beginning the installatin: A prduct license key is nt necessary t install and evaluate SANsymphny-V sftware. Hwever, sftware activatin with a valid prduct license key is required within 30 days. Failing t activate the sftware within the trial perid will prhibit cnfiguratin peratins when the trial perid expires. Certain sftware features are disabled r limited in trial mde. Verify that strage servers meet r exceed the system requirements. Read the Release Ntes. Review and perfrm the Pre-installatin Steps in this guide. Review Windws Security Settings Disclsure in this guide. Prt 3793 and prt 3260 must be pen fr the sftware t functin prperly. If using firewalls, please ensure these prts are pen. 8

13 SANsymphny-V Installatin and Getting Started Guide Installatin Ntes A new installer tl (the Smart Deplyment Wizard) assists and guides Administratrs thrugh the prcess f cnfiguring and deplying DataCre Servers in a variety f envirnments: Single self-guided installatin f a DataCre Server, Basic installatin f a pair f highly available DataCre Servers Virtual SAN installatin Clustered envirnment slutins, including a Highly Available NAS/SAN slutin and Virtual Machines slutin using the Windws Hyper-V feature. Upgrades t existing SANsymphny-V installatins The wizard requires Windws Server 2012 r Windws 2012 R2 be installed fr these cnfiguratins. The "Self-guided" cnfiguratin ptin is a single server installatin using the standard installer, and can be used with ther supprted perating systems such as Windws Server 2008 R2. Fr new installatins ONLY, the wizard verifies that the servers meet the sftware, hardware, and perating system requirements necessary befre installatin. System requirements are nt checked when selecting the upgrade template. T bypass the Smart Deplyment Wizard, exit the wizard by clicking the Exit buttn, and duble-click the SANsymphny-V executable in the installatin flder previusly designated. See Appendix A: Manual Installatin. Servers must be able t cnnect t each ther ver Netwrk Interface Cards (NICs). NICs shuld be cnnected with a valid IPv4 address. Disable firewalls between servers while using the wizard t assure the cnnectin. Servers must be a member f the same dmain r wrkgrup. Lgin with a lcal administratr accunt t deply a single server using the self-guided installatin r High Availability pair r Virtual SAN server. Lgin with a dmain administratr accunt when running the wizard t cnfigure a cluster slutin. SANsymphny-V sftware cannt have previusly been installed n the servers. Uninstall the sftware if necessary and remve the DataCre flder in Prgram Files. If the wizard is exited befre it has cmpleted r the server is restarted during the installatin r upgrade prcess, the wizard will cntinue at the pint where it left ff when it is restarted. Warnings and errrs received while the wizard is running will be lgged in a file named lg.txt in the Smart Deplyment Wizard installatin flder, as well as the perating system Event Viewer>Windws Lgs>Applicatin Lgs. Althugh steps may cntinue when warnings have been flagged, care shuld be taken that a valid cnfiguratin is created. Steps with errrs may nt be cntinued. The errr shuld be crrected and the wizard resumed. After the wizard is finished, pen the SANsymphny-V cnsle and cnnect t the server grup. Cnsult the Help fr instructins n using the SANsymphny-V sftware. Activate yur permanent licenses. In the wizard, tw DataCre Servers will be referred t as Server One and Server Tw. The installatin f Server Tw will be perfrmed remtely frm Server One. Fr a single server installatin, fllw the instructins fr Server One. 9

14 SANsymphny-V Installatin and Getting Started Guide Installing Using the Wizard On the initial panel, the installatin template categries are displayed: Self-Guided template fr single servers. High Availability Pair template NAS/SAN Unified Strage Slutin template fr use in a clustered envirnment Highly Available Virtual Machines template t create clustered virtual machines Virtual SAN template. Upgrade template fr updating existing cnfiguratins Additinal templates are available t add Servers r Virtual Machines t the cnfiguratin, r t create additinal virtual disks in a Virtual SAN cnfiguratin. Fr mre infrmatin abut each template, see the apprpriate sectin in this dcument. Once a template has been selected, the tp left panel will prvide a high-level verview f the steps the wizard will fllw, while the bttm panel will give a detailed list f the steps, the status f the installatin, and the start and end times fr each step. The main panel prvides a descriptin f the current peratin and allws input fr sme cnfiguratin infrmatin when required. Release Ntes and this Installatin Guide can be accessed by clicking the links in the upper right crner f each panel. Click the Next buttn t prceed thrugh each majr cmpnent f the wizard. If there are errrs r a step fails, the wizard will pause, and can be resumed where it left ff when the issue has been reslved. Once a step has been cmpleted, changes cannt be made. 1 Lgin with the lcal administratr ( Administratr ) accunt when deplying in a wrkgrup envirnment (a Selfguided single server, a Highly Available Pair f servers r a Virtual SAN server). Lgin with a dmain administratr accunt when running the wizard t deply a NAS/SAN Unified Strage Slutin r Highly Available Virtual Machine slutin. 2 Enable firewall rules n all servers: In Server Manager->Cnfiguratin->Windws Firewall with Advanced Security, select Inbund Rules and enable the fllwing: Windws Management Instrumentatin (WMI-In) Windws Management Instrumentatin (ASync-In) Windws Management Instrumentatin (DCOM-In) Remte Vlume Management (RPC-EPMAP) Remte Vlume Management - Virtual Disk Service (RPC) Remte Vlume Management - Virtual Disk Service Lader (RPC) File and Printer Sharing (Ech Request - ICMPv4-In) Next, select Outbund Rules and enable the fllwing: Windws Management Instrumentatin (WMI-Out) 3 Save and clse all files, prgrams, and windws. At the end f the installatin, it will be necessary t restart the server t finalize the installatin prcess. 4 Cpy r dwnlad the self-extracting executable t the first server t be installed and click the executable. 10

15 SANsymphny-V Installatin and Getting Started Guide 5 Accept the EULA and enter a lcatin where the SANsymphny-V files are t be extracted. 11

16 SANsymphny-V Installatin and Getting Started Guide 6 The installer will extract all required files and dcumentatin t the selected flder and launch the installatin wizard. The initial panel displays the installatin categries that are available. Select a categry t begin the installatin. See individual tpics fr each categry fr detailed instructins. Pst-Installatin Once the new installatin has been cmpleted, uplad the mini Supprt Bundles that have been generated by the wizard r manually created after a manual installatin, fr all DataCre Servers in the Server Grup. Open a new incident by sending an t and include <Yur Custmer name> - Mini Bundle in the Subject line. This data may be used as a baseline fr future trubleshting, if needed. 12

17 SANsymphny-V Installatin and Getting Started Guide Virtual SAN Server Deplyment Use the Virtual SAN template t deply a new Virtual SAN nde r t add a Virtual SAN nde t an existing SANsymphny-V Server Grup. The first step will check that the server has met all f the prerequisite hardware and sftware requirements. These include Micrsft Windws Operating System and Micrsft.Net versins, crrect privileges, and hardware requirements, including the number f prts and the availability f at least ne physical disk. 13

18 SANsymphny-V Installatin and Getting Started Guide If all requirements have been met, the next step cnfigures netwrk adapters present n the server. Enter the apprpriate IP addresses r check the DHCP checkbx if cnfigured. Enter r brwse fr the lcatin f the SANsymphny-V executable. During this step, the server will be restarted, and the wizard will be autmatically resumed when the server is back nline. T install nly the Server Cmpnents, check the Install Virtualizatin Cmpnents nly checkbx. D nt check this bx if the SANsymphny-V Management Cnsle is required. 14

19 SANsymphny-V Installatin and Getting Started Guide Enter and cnfirm a DataCre Administratr passwrd. Enter a cache size fr use by SANsymphny-V sftware (in Gigabytes), being mindful f RAM cnsumptin by ther applicatins running n this server. Nte: a minimum size f ne GB is required. Fr mre infrmatin n selecting an apprpriate cache size, see Virtual SAN Cnfiguratins in the nline Help. 15

20 SANsymphny-V Installatin and Getting Started Guide Define rles fr each f the netwrk prts. The Cnfigure SANsymphny-V Sftware step will create a single disk pl using all available disks, and cnfigure prts. 16

21 SANsymphny-V Installatin and Getting Started Guide Next, t create a Virtual Disk, enter a name fr the virtual disk and a size in GB. Nte: the name shuld be unique and may nt include spaces. T take advantage f the Micrsft Windws Deduplicatin feature fr this disk, check the Enable Windws Data Deduplicatin fr this virtual disk checkbx. Fr mre infrmatin n this feature, see the Windws Data Deduplicatin Overview. Installatin is cmplete. T create additinal virtual disks, use the Add a New Virtual Disk template. 17

22 SANsymphny-V Installatin and Getting Started Guide Add a New Virtual Disk Create additinal Virtual Disks, entering a unique name and disk size. 18

23 SANsymphny-V Installatin and Getting Started Guide New Virtual SAN Nde Added t Existing Server Grup Use the New Virtual SAN Nde added t existing Server Grup template t add a new Virtual SAN nde t an existing SANsymphny-V Server Grup. The first step will check that the Virtual SAN server has met all f the prerequisite hardware and sftware requirements. These include Micrsft Windws Operating System and Micrsft.Net versins, crrect privileges, and hardware requirements, including the number f prts and the availability f at least ne physical disk. 19

24 SANsymphny-V Installatin and Getting Started Guide If all requirements have been met, the next step cnfigures netwrk adapters present n the server. Enter the apprpriate IP addresses r check the DHCP checkbx if cnfigured. Enter r brwse fr the lcatin f the SANsymphny-V executable. During this step, the server will be restarted, and the wizard will be autmatically resumed when the server is back nline. T install nly the Server Cmpnents, check the Install Virtualizatin Cmpnents nly checkbx. D nt check this bx if the SANsymphny-V Management Cnsle is required. 20

25 SANsymphny-V Installatin and Getting Started Guide T add this Virtual SAN nde t an existing Server Grup, enter the name f ne f the servers and DataCre Admin passwrd. This passwrd shuld be identical n all servers in a Server Grup. Fr best perfrmance in Server Grups with a large number f servers, check the Disable iscsi aut-lgin checkbx. Enter a cache size fr use by SANsymphny-V sftware (in Gigabytes), being mindful f RAM cnsumptin by ther applicatins running n this server. Nte: a minimum size f ne GB is required. Fr mre infrmatin n selecting an apprpriate cache size, see Virtual SAN Cnfiguratins in the nline Help. 21

26 SANsymphny-V Installatin and Getting Started Guide Define rles fr each f the netwrk prts. The Cnfigure SANsymphny-V Sftware step will create a single disk pl using all available disks, and cnfigure prts. 22

27 SANsymphny-V Installatin and Getting Started Guide Next, t create a Virtual Disk, enter a name fr the virtual disk and a size in GB. Nte: the name shuld be unique and may nt include spaces. T take advantage f the Micrsft Windws Deduplicatin feature fr this disk, check the Enable Windws Data Deduplicatin fr this virtual disk checkbx. Fr mre infrmatin n this feature, see the Windws Data Deduplicatin Overview. Installatin is cmplete. T create additinal virtual disks, use the Add a New Virtual Disk template. 23

28 SANsymphny-V Installatin and Getting Started Guide High Availability Pairs Deplyment Selecting the High-Availability Pairs template will install SANsymphny-V sftware n tw DataCre Servers and cnfigure them fr basic highly available peratin. The first step will check that the DataCre Server One has met all f the prerequisite hardware and sftware requirements. These include Micrsft Windws Operating System and Micrsft.Net versins, crrect privileges, and hardware requirements, including the number f prts and the availability f at least ne physical disk. If all requirements have been met, the next step cnfigures netwrk adapters. 24

29 SANsymphny-V Installatin and Getting Started Guide Enter r brwse fr the lcatin f the SANsymphny-V installatin. During this step, Server One will be restarted, and the wizard will be autmatically resumed when the server is back nline. Enter and cnfirm a DataCre Administratr passwrd. This infrmatin will be retained and used n Server Tw as well. Enter and cnfirm a DataCre Administratr passwrd. This infrmatin will be retained and used n Server Tw as well. 25

30 SANsymphny-V Installatin and Getting Started Guide Check the apprpriate rles fr each f the netwrk prts t be used fr Frnt End, Mirrr r Back End cnnectivity n Server One. Next, an identical series f steps will be run remtely n Server Tw. Enter the actual hstname f the secnd server (d nt use the fully qualified dmain extensin). Once this step has been started, Server Tw s hst name may nt be changed. 26

31 SANsymphny-V Installatin and Getting Started Guide The wizard will install the SANsymphny-V sftware n Server Tw. The path will default t the lcatin specified fr Server One. The DataCre Administratr s passwrd will default t the same passwrd entered fr Server One and shuld nt be changed. 27

32 SANsymphny-V Installatin and Getting Started Guide 28

33 SANsymphny-V Installatin and Getting Started Guide Check the apprpriate rles fr each f the netwrk prts t be used fr Frnt End, Mirrr r Back End cnnectivity n Server Tw. The wizard will next make several SANsymphny-V cnfiguratin changes, including creating a server grup cntaining Server One and Server Tw, as well a disk pl n Server Tw. 29

34 SANsymphny-V Installatin and Getting Started Guide Installatin is nw cmplete. 30

35 SANsymphny-V Installatin and Getting Started Guide NAS/SAN Unified Strage Slutin Selecting the Clustered NAS/SAN template will install SANsymphny-V sftware n tw DataCre Servers and cnfigure them fr use in a clustered envirnment. The first step will check that the DataCre Server One has met all f the prerequisite hardware and sftware requirements. These include Micrsft Windws Operating System and Micrsft.Net versins, crrect privileges, and hardware requirements, including the number f prts and the availability f at least ne physical disk. 31

36 SANsymphny-V Installatin and Getting Started Guide Once the prerequisite check has successfully cmpleted, the wizard will then cnfigure the netwrk adapters n Server One. Check the apprpriate rles fr each f the netwrk prts t be used fr Frnt End, Mirrr r Back End cnnectivity. Enter r brwse fr the lcatin f the SANsymphny-V installatin executable. During this step, Server One will be restarted, and the wizard will autmatically resume when the server is back nline. 32

37 SANsymphny-V Installatin and Getting Started Guide Enter and cnfirm a DataCre Administratr passwrd. This infrmatin will be retained and used n Server Tw as well. Next, an identical series f steps will be run remtely n Server Tw. Enter the actual hstname f the secnd server (d nt use the fully qualified dmain extensin). Once this step has been started, Server Tw s hst name may nt be changed. 33

38 SANsymphny-V Installatin and Getting Started Guide Cnfigure the netwrk adapters fr Server Tw. Check the apprpriate rles fr each f the netwrk prts n Server Tw t be used fr Frnt End, Mirrr r Back End cnnectivity. 34

39 SANsymphny-V Installatin and Getting Started Guide Next, the wizard will install the SANsymphny-V sftware n Server Tw. The path will default t the same lcatin specified fr Server One. The DataCre Administratrs passwrd will default t the same passwrd entered fr Server One and shuld nt be changed. 35

40 SANsymphny-V Installatin and Getting Started Guide The wizard will next make several SANsymphny-V cnfiguratin changes, including creating a server grup cntaining Server One and Server Tw, as well a disk pl n Server Tw. Next the cluster creatin and cnfiguratin begins. The first step is fr the cluster validatin tests t be run. 36

41 SANsymphny-V Installatin and Getting Started Guide Enter a cluster name after the validatin tests have cmpleted. Either an SMB r NFS share may be created. Select the share type, specify a size in GBs and a share name. Use a unique name that des nt exist in the dmain. 37

42 SANsymphny-V Installatin and Getting Started Guide Enter a name fr a scale-ut file server in the case f an SMB share, r a general use file server if NFS is selected. Use a unique name that des nt exist in the dmain. 38

43 SANsymphny-V Installatin and Getting Started Guide A witness disk and the share will be created and will be displayed in the SANsymphny-V cnfiguratin in the Management Cnsle. 39

44 SANsymphny-V Installatin and Getting Started Guide Installatin is nw cmplete. 40

45 SANsymphny-V Installatin and Getting Started Guide New Clustered Virtual Machine Strage Slutin Use the Clustered Virtual Machines template t create virtual machines in the clustered envirnment. After Windws Hyper-V has been cnfigured n bth DataCre Servers and ne r mre restarts have been cmpleted if needed, enter the new virtual machine name and size. 41

46 SANsymphny-V Installatin and Getting Started Guide A scale-ut fileserver has already been cnfigured. Next, a series f steps will be made, including cnfiguring and deplying strage, n-lining cluster resurces, creating a share and finally creating the virtual machine. Nte that several steps may take sme time, mst ntably the Ping File Server step. Running ipcnfig /flushdns frm a cmmand prmpt may speed up this prcess. The virtual machine has been created. An perating system may nw be installed and NICs cnfigured. 42

47 SANsymphny-V Installatin and Getting Started Guide Adding Additinal Shares T add additinal shares after the initial installatin and cnfiguratin f the clustered envirnment, use the Add a New Share template. 43

48 SANsymphny-V Installatin and Getting Started Guide Adding Additinal Virtual Machines T add additinal virtual machines after the initial installatin and cnfiguratin f the clustered envirnment, use the Add a New Virtual Machine template. 44

49 SANsymphny-V Installatin and Getting Started Guide Self-guided Single Server Deplyment Selecting the Self-Guided template will install SANsymphny-V sftware n a single DataCre Server using the traditinal SANsymphny-V installer. The first step will check that the DataCre Server has met basic prerequisite hardware and sftware requirements. Next, the path t the SANsymphny-V installatin executable can be entered r brwsed fr. The SANsymphny-V sftware installer begins. A cmplete r custm cnfiguratin can be selected. Once the installatin is cmplete, the server will autmatically be restarted. 45

50 SANsymphny-V Installatin and Getting Started Guide Starting SANsymphny-V Sftware Perfrm these steps frm a server running the SANsymphny-V Management Cnsle cmpnent. 1 Click the SANsymphny-V desktp shrtcut. 2 Refer t Cnnecting t a Server Grup in this guide t cnnect t a DataCre Server thrugh the SANsymphny-V Management Cnsle using the lcal Administratr accunt r the DcsAdmin accunt that was created during the installatin. Use the same accunt and passwrd fr all servers in the server grup. 3 After cnnecting t the management cnsle, pen the SANsymphny-V Help frm the Ribbn>Hme tab. The Help pens t the Welcme t SANsymphny -V Sftware tpic. (If the server has n Internet access, pen the Lcal Help frm Start>All Prgrams>DataCre SANsymphny-V>Lcal Help r Apps Menu.) 4 In the right pane f the Help, click the link t the Getting Started tpic which will assist yu in perfrming the initial set-up. 46

51 SANsymphny-V Installatin and Getting Started Guide 47

52 SANsymphny-V Installatin and Getting Started Guide Cnnecting t a Server Grup The SANsymphny-V Management Cnsle allws users t establish a TCP sessin frm any cmputer running the SANsymphny-V Management Cnsle cmpnent, which is used t cnfigure and manage servers running SANsymphny-V sftware. Once cnnected t a server in the server grup, strage cnfiguratin and management can be perfrmed fr all servers in the server grup frm a single cnsle. Multiple server grups can als be managed frm the same management cnsle by allwing cnnectins t servers in remte server grups. Multiple cnnectins made frm the same cnsle can be easily managed and recalled by saving cnnectin infrmatin. DataCre Servers (including Replicatin partners) require functining name reslutin t reslve cmputer names t IP addresses. T ensure prper cmmunicatin and data transfer, verify that crrect name reslutin exists. If using a HOSTS file, the name in the file shuld be identical t the cmputer name, including case. See Name Reslutin fr imprtant infrmatin abut cnnecting t a lcal r remte server grup and facilitating cmmunicatins between the servers in the lcal server grup, as well as between lcal and remte server grups. Credentials Windws perating system credentials are used t cnnect t DataCre Servers: Credentials can be dmain-wide r lcal (wrkgrup). When cnnecting t a server which is part f a grup, user credentials will be authenticated n each server in the grup. The same user accunts and passwrds (dmain r lcal) must exist n all servers running SANsymphny-V sftware in a server grup. If using the lcal Administratr accunt, passwrds must als match n all servers in the grup. This als applies when cnnecting between lcal and remte server grups; t ensure prper functining f the sftware, the same user accunts must exist n all servers in bth lcal and remte grups. Users must als be registered in the SANsymphny-V Management Cnsle with user names that are identical t Windws perating system user accunts. This als applies when cnnecting between lcal and remte server grups; users shuld be registered in bth lcal and remte grups. See the SANsymphny-V Help tpic Registering Users and Assigning Rles fr details. Special ntes abut cnnecting after installatin fr the first time: After installatin and befre users are registered in SANsymphny -V strage virtualizatin sftware, the nly user accunts that can be used t cnnect t a server grup and gain access t the SANsymphny-V Management Cnsle is The Administratr accunt r the DcsAdmin accunt that was created during installatin. Use the same accunt and passwrd fr all servers in the server grup. This is because users must be registered in the sftware in rder t gain access t it. See the SANsymphny-V Help tpic Registering Users and Assigning Rles fr mre infrmatin.) During installatin, a lcal server grup is autmatically created and the server that yu cnnect t is the sle member f that server grup. (After cnnecting t the server grup, additinal cnfiguratin can be perfrmed, such as adding mre DataCre Servers t the same server grup. See the SANsymphny-V Help tpic Establishing Server Grups fr mre infrmatin.) 48

53 SANsymphny-V Installatin and Getting Started Guide Cnnecting t a Server Grup Cnnecting t a server grup establishes a TCP sessin t cmmunicate with the DataCre Executive Service (Dcsx.exe), which prvides cre management and cnfiguratin services fr servers running SANsymphny-V sftware. When cnnected, all servers in the server grup can be accessed frm the same cnsle. Cnnectin infrmatin entered in the dialg bx belw is saved fr each cnnectin. The last user name that is assciated with each server name r IP address used t cnnect is saved by default. Passwrds can als be remembered if indicated in the dialg bx. Saved cnnectin infrmatin can be recalled by selecting the cnnectin frm a pull-dwn menu in the dialg bx and eliminates the need t re-enter the infrmatin. Saved cnnectin infrmatin may be deleted by selecting the cnnectin frm the pull-dwn menu and clicking the red X, which appears when there is a saved cnnectin that can be deleted. (The cnnectin t lcalhst cannt be deleted.) T cnnect t a server grup: 1 When the SANsymphny-V Management Cnsle is pened, the Cnnect t Server Grup dialg bx pens. 2 In the dialg bx, enter the name r IP address f the DataCre Server t cnnect t r select it frm the pull-dwn menu. This entry defines hw cmmunicatins will ccur between servers, thrugh server name r specific IP address. If the server name r IP address is nt prvided, a lcalhst cnnectin is assumed. S if cnnecting t the same server yu are currently using, the name r IP address is nt necessary. We highly recmmend using hst names instead f IP addresses. IP addresses can be determined frm hst names regardless f changes t the IP addresses. Fr new installatins and befre users are registered, use the lcal Administratr accunt r the DcsAdmin accunt that was created during the installatin. Use the same accunt fr all servers in the server grup. 3 T lgin t the server using the same credentials that were used when lgging int Windws, select the Use default credentials check bx. Otherwise, clear the check bx and enter the required authrized credentials. (If credentials are dmain-wide, include the dmain with the name fr example: DOMAIN\user name.) 49

54 SANsymphny-V Installatin and Getting Started Guide 4 Select the Remember passwrd check bx t remember the passwrd fr the user name. 5 Click Cnnect. A message will appear n the dialg bx that the management cnsle is attempting t cnnect t the server. When the cnnectin has been successfully cmpleted the dialg bx will clse. Cnnectin Status The cnnectin status between the management cnsle and the server is displayed n the left in the status bar at the bttm f the management cnsle. Status: Cnnected - Indicates that there is a cnnectin between the management cnsle and the server. Discnnected - Indicates that there is n cmmunicatin between the management cnsle and the server. Try recnnecting t the server again. (The Cnnect t Server Grup dialg bx can als be pened frm the Ribbn>Cmmn Actins tab in the management cnsle.) 50

55 SANsymphny-V Installatin and Getting Started Guide Technical Supprt Answers t technical questins regarding SANsymphny-V sftware can be fund n the DataCre Technical Supprt Web page. The DataCre Technical Supprt Web page at prvides FAQs, Technical Bulletins, Best Practices, and sftware PSPs/updates. Supprt Plans DataCre Sftware ffers supprt plans and persnal assistance fr its sftware prducts fr a nminal fee. T learn abut supprt plicies and plans and purchase a supprt plan, visit the DataCre Technical Supprt Web page r cntact yur DataCre Sales representative fr mre infrmatin. Registered custmers with a valid supprt plan may use ur Web supprt, phne, , r chat fr persnal assistance. If yu have a supprt plan, yu must register befre requesting persnal assistance. Technical supprt shall be limited t sftware prducts manufactured by DataCre Sftware Crpratin. Technical supprt f prducts ther than thse manufactured by DataCre Sftware Crpratin shall be the sle respnsibility f the end-user r installer. Installatin f nnqualified sftware r hardware is at the sle risk f the end-user r installer. See the current list f qualified prducts 51

56 SANsymphny-V Installatin and Getting Started Guide Licensing Current licensing capacity and features fr a server grup and individual DataCre Servers can be viewed in the Server Grup Details page>license tab. T purchase a permanent license r purchase additinal strage capacity r nde supprt, licensed sftware features r prducts, cntact DataCre Sftware r yur DataCre Slutin Prvider. Als see: See the SANsymphny-V Help tpic Activating the License t activate new licenses r activate new license capacity r features. 52

57 SANsymphny-V Installatin and Getting Started Guide Appendix A: Manual Installatin T install SANsymphny-V sftware manually: 1 Lg n t Windws using the lcal Administratr accunt r a lcal accunt with installatin and administratr privileges and passwrd. 2 Save and clse all files, prgrams, and windws. At the end f the installatin, it will be necessary t restart the server t finalize the installatin prcess. 3 Select the apprpriate step: a b i Fr servers running the Cre Server Installatin Optin: ii iii i Open a cmmand line. Navigate t the flder cntaining the installatin package. Run.\SANsymphnyV.exe t start the installatin wizard. Fr all ther servers: Run the SANsymphnyV.exe file in the installatin package t start the installatin wizard. 4 The License Agreement will appear. T prceed, accept the terms f the license agreement and click Next. 5 In the Setup Type dialg bx, chse Cmplete t install all cmpnents r Custm t select the cmpnents and click Next. 6 In the Ready t Install the Prgram windw, click Install t start installing the prgram files. 7 The installatin begins. When yu receive the Windws Security Alerts t install DataCre device drivers; select the Always trust sftware frm DataCre Sftware Crpratin check bx t install the remaining drivers withut prmpts and click Install t cntinue. If yu receive a warning that the installatin was unable t cnfigure all f the iscsi prts, click OK t cntinue. This is due t the NIC nt being prperly cnnected with a valid IP address. After installatin is cmplete, the DataCre iscsi Driver can be manually installed. See Manual Driver Installatin fr guidance. 8 When the files have been installed, the Set DcsAdmin Passwrd dialg bx will appear. A lcal administratr accunt DataCre Executive Service with lgn as service privileges (user name DcsAdmin) will be created exclusively fr SANsymphny-V services. D nt delete the accunt. a b Enter a passwrd and cnfirm it. Remember the passwrd, the same passwrd must be used when installing the sftware n each server running DataCre sftware in the lcal SANsymphny-V server grup cnfiguratin. This passwrd must be identical fr all servers in the server grup. Click Next t cntinue. 8 T cmplete the installatin, chse t restart the system and click Finish. 9 When the server restarts, lg n Windws perating system using the lcal Administratr accunt. Please be patient, as it may take sme time fr yur system settings t update with the new infrmatin. 53

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