Spectra BlackPearl - T50e Archive Solution

Transcription

1 Spectra BlackPearl - T50e Archive Solution Installation SpectraLogic.com

2 Copyright Notices Trademarks Part Number Revision History Copyright 2016 Spectra Logic Corporation. All rights reserved. This item and the information contained herein are the property of Spectra Logic Corporation. Except as expressly stated herein, Spectra Logic Corporation makes its products and associated documentation on an AS IS BASIS, WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESSED OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE, BOTH OF WHICH ARE EXPRESSLY DISCLAIMED. In no event shall Spectra Logic be liable for any loss of profits, loss of business, loss of use or data, interruption of business, or for indirect, special, incidental or consequential damages of any kind, even if Spectra Logic has been advised of the possibility of such damages arising from any defect or error. Information furnished in this manual is believed to be accurate and reliable. However, no responsibility is assumed by Spectra Logic for its use. Due to continuing research and development, Spectra Logic may revise this publication from time to time without notice, and reserves the right to change any product specification at any time without notice. BlackPearl, BlueScale, CC, Spectra, SpectraGuard, Spectra Logic, TeraPack, TFinity, TranScale, and Verde are registered trademarks of Spectra Logic Corporation. ArchiveGrade, ArcticBlue, Verde DP, and Verde DPE are trademarks of Spectra Logic Corporation. All rights reserved worldwide. All other trademarks and registered trademarks are the property of their respective owners Revision B Revision Date Description A March 2016 Initial release. B Added additional configuration steps. Contacting Spectra Logic To Obtain General Information Spectra Logic Website: United States Headquarters Spectra Logic Corporation Phone: or International: Fax: Spectra Logic Technical Support Technical Support Portal: support.spectralogic.com United States and Canada Phone: Toll free US and Canada: International: European Office Spectra Logic Europe Ltd. Phone: 44 (0) Fax: 44 (0) Mexico, Central and South America, Asia, Australia, and New Zealand Phone: To Obtain Documentation Spectra Logic Website: support.spectralogic.com/documentation Europe, Middle East, Africa Phone: 44 (0) Deutsch Sprechende Kunden Phone: 49 (0) [email protected] Installation Spectra BlackPearl - T50e Archive Solution 2

3 Contents Contents Chapter 1 Prepare For Installation 5 RELATED INFORMATION CREATE A SUPPORT PORTAL ACCOUNT PREPARE AND PLACE THE RACK Chapter 2 Install and Configure the Spectra T50e Library 8 LIBRARY INSTALLATION Install the Library in a Rack Remove the Shipping Lock Install the Tape Drives Connect the Cables CONFIGURE THE LIBRARY AutoInstall the Option Activation Keys and Update the BlueScale Software Log In to the BlueScale User Interface Create a Partition Load Data and Cleaning Tape Cartridges CONFIGURE LIBRARY SETTINGS Configure Network Settings Configure Date and Time Create Additional Users Configure Mail Users NEXT STEPS

4 Contents Chapter 3 Install and Configure the Spectra BlackPearl Gateway 31 GATEWAY INSTALLATION Install HBAs in the Gateway Install the Gateway in a Rack Connect the Cables CONFIGURE THE BLACKPEARL GATEWAY Power on the Gateway Log In to the BlackPearl User Interface Enter Activation Keys BlackPearl User Interface Configure Network Settings Activate Hardware Systems Set the Default Data Policy for the Administrator Create Users View S3 Credentials Create a Bucket Configure SMTP Settings Configure Mail Recipients Configure Date and Time Check if Tapes are Ready to be Used NEXT STEPS Appendix A Installation Checklist 60 Appendix B Recommended Settings 62 Tape Library Typical Settings BlackPearl Gateway Typical Settings

5 CHAPTER 1 Prepare For Installation This chapter describes the steps to take before installing and configuring the Spectra T50e library and BlackPearl gateway. Topic Prepare and Place the Rack page 6 Create a Support Portal Account page 5 Prepare and Place the Rack page 6 RELATED INFORMATION For more detailed information about the components of the solution, see the following resources: For additional information about the Spectra BlackPearl Deep Storage gateway, see the Spectra BlackPearl Deep Storage Gateway User Guide at: Spectra%20BlackPearl%20User%20Guide.pdf. For additional information about the Spectra Logic T50e Library, see the Spectra T50e Library User Guide at: python/documents/t50e%20user%20guide.pdf. CREATE A SUPPORT PORTAL ACCOUNT The Spectra Logic Technical Support portal provides access to the Knowledge Base, the current version of Spectra library and BlackPearl software, and additional service and support tools. You can also use the support portal to open or update a support incident and upload log files. If you do not yet have a portal account, access the Technical Support portal login page at support.spectralogic.com. On the home page, click Sign up for one now!. Enter the requested information to create your account and click Sign Up. When the account is approved, you will receive an with a temporary password. Use your address and the password provided in the to log in to your account. 5

6 Prepare and Place the Rack PREPARE AND PLACE THE RACK Caution Ensure that an appropriate rack is assembled and placed near the AC power outlets, and network and data connections. The rack must be located on a level, hard-surfaced floor, such as cement or tile. Do not place the rack on a carpeted floor or anywhere else that poses risk for static discharge that could damage your gateway or its drives. The T50e library and BlackPearl gateway are designed to fit in a standard 19 inch (48.3 cm), 4 post rack. T50e Library Specifications BlackPearl Gateway Height 4U 7 in. (17.8 cm) 2U 3.5 in. (8.9 cm) Width 17.5 in. (44.4 cm) 19 in. (48.3 cm) Depth 31.6 in. (80.3 cm) 27.5 in. (69.9 cm) Maximum Weight a 108 lb (49.0 kg) b 55.9 lb (25.4 kg) c a. Weights are approximate. b. Includes the chassis, the LCM (library control module), four half-height tape drives, two power supplies, and 47 cartridges. c. Includes the chassis, and ten SAS HDDs (hard-disk drives). Keep the following in mind when selecting a rack: Check your rack s specifications to make sure it will accommodate the weight and depth of the T50e and BlackPearl chassis. Notes: The use of a two post rack is not supported. An enclosed 19 inch (48.3 cm), four post rack is available for purchase from Spectra Logic. The rack has two doors and removable side panels. Contact Spectra Logic Sales for more information (see Contacting Spectra Logic on page 2). In earthquake prone areas, provide restraints as necessary. The SAS cables between the BlackPearl gateway and the T50e library are 3 meters long. It is best if the library and the gateway are installed in the same rack. Using a 4 post rack that is at least 36 inches (91 cm) deep is recommended. Make sure that the distance between the mounting surfaces on the front and rear posts is at least 30 inches (76 cm). Allow approximately 3 inches (8 cm) of additional depth at the back of the rack for cable clearance. 6

7 Prepare and Place the Rack If you are using an enclosed rack with a front door, identify the front of the rack and make sure that there is at least 2 inches (5 cm) of clearance between the front door frame and the front mounting posts, as shown in Figure 1. This clearance is needed to allow the front door to close over the front bezel of the BlackPearl gateway. If necessary, move the front mounting posts toward the back of the rack to provide the clearance. 2 in. (5 cm), minimum Front mounting post Door frame Door Figure 1 Ensure clearance between the rack s front door and the front posts. See the Spectra BlackPearl Site Preparation Guide if you have questions on preparing your site. 7

8 CHAPTER 2 Install and Configure the Spectra T50e Library This chapter describes the steps for installing and configuring the Spectra T50e library for use with a BlackPearl gateway. For additional information about the Spectra Logic T50e Library, see the Spectra T50e Library User Guide. Spectra Logic Professional Services installs larger tape libraries and creates partitions. If the tape library is already installed and configured with at least one storage partition, then skip to Chapter 3 Install and Configure the Spectra BlackPearl Gateway on page 31. Topic Library Installation page 9 Install the Library in a Rack. page 9 Remove the Shipping Lock page 12 Install the Tape Drives page 13 Connect the Cables page 14 Configure the Library page 14 AutoInstall the Option Activation Keys and Update the BlueScale Software page 14 Log In to the BlueScale User Interface page 15 Create a Partition page 19 Load Data and Cleaning Tape Cartridges page 20 Configure Library Settings page 21 Configure Network Settings page 21 Configure Date and Time page 23 Create Additional Users page 24 Configure Mail Users page 27 Next Steps page 29 8

9 Library Installation Install the Library in a Rack. LIBRARY INSTALLATION Warning Use these instructions to install the T50e library. The library is heavy (see product specifications for details). Use extreme caution and proper equipment when moving the library. Do not install components in the library until it is secured in the rack. WARNUNG Die Bibliothek ist schwer (siehe Produkt-Spezifikationen für Details). Seien Sie besonders vorsichtig und richtige Ausrüstung beim Bewegen der Bibliothek. Komponenten in der Bibliothek nicht installieren, bis er im Rack befestigt ist. Important Lift the library only by the sides not by the front and back. Note: For ease of use, install the library near the center of the rack so you can easily access the front panel, the access port, and the magazines. Install the Library in a Rack. Warning Warning The rails provided with the library are designed for a standard 4-post 19-inch (48 cm) rack. A 2-post rack will not support the weight of the library. WARNUNG Die mit der Bibliothek vorgesehen Schienen sind für ein Standard- 4- Säulen- 19 inch (48 cm) Rack konzipiert. A 2- Pfosten-Rack wird nicht das Gewicht der Bibliothek. To reduce the risk of personal injury or damage to equipment: Extend leveling feet to the floor. Ensure that the full weight of the rack rests on the leveling jacks. Install stabilizing feet on the rack. Extend only one rack component at a time. Racks may become unstable if more than one component is extended. WARNUNG Um das Risiko von Verletzungen oder Beschädigungen der Geräte zu vermeiden: Extend Nivellierfüße auf den Boden. Stellen Sie sicher, dass das gesamte Gewicht des Racks muss auf den Nivellierungsfüßen lasten. Installieren Stabilisierungsfüße am Rack. Verlängern Sie nur eine Rack-Komponente zu einem Zeitpunkt. Racks können instabil werden, wenn mehr als eine Komponente erweitert wird. 9

10 Library Installation Install the Library in a Rack. The T50e rack mount kit contains the following components: Component Use Rail assemblies Qty = 2 Adjustable slider Back Support the chassis in the rack. Each rail is pre assembled and consists of the following components: Adjustable slider Rails (2) Rail Front M6 screws Qty = 16 (8 each) M5 x 12 screws Qty = 2 Shoulder Attach the rail assemblies to the rack. Size used depends on rack type. M6 x 8 mm (small shoulder) M6 x 8 mm (large shoulder) Use the screws with the larger shoulder for racks with square holes. Secure the library mounting brackets to the rack. To perform the installation, you need the following tools: #2 Phillips screwdriver, magnetic if available Level (recommended) Install the Rails in the Rack 1. Position the left side rail assembly in the rack so that the front flange is behind the front screw holes in the rack. 2. Adjust the length of the rail assembly as necessary to fit the depth of the rack. 10

11 Library Installation Install the Library in a Rack. 3. Using a #2 Phillips screwdriver, install four M6 screws two in the front and two in the rear to secure the rail to the rack. Make sure that the front and back of the rail are attached to the rack at the same height on the front and back posts. Using a level simplifies the leveling procedure. Tighten the screws securely. Notes: Two sets of M6 screws are provided. The type you use depends on the type of rack you have. Use the screws with the larger shoulder for racks with square holes. To simplify the installation, have a second person support the rail while you install the screws. Leave the middle hole in each rail empty. You will use them when attaching the library s mounting brackets to the rack. Back of Rack 2 Adjust to fit depth of rack 1 Position rail behind front flange Front of Rack Front Simplified rack rail Rear Install rails with flat edge in the front and the angled edge in the rear of the rack. 3 Secure with screws Figure 2 Install the rails in the rack. 4. Repeat Step 1 through Step 3 to install the right side rail. Make sure you install the right side rail at the same level as the left side rail. 5. Verify that the rail is level from front to back and the shelf formed by the rails is level from left to right. Using a level is recommended. 11

12 Library Installation Remove the Shipping Lock Warning Mount the Library in the Rack The library is heavy (see product specifications for details). Use extreme caution and proper equipment when moving the library. Do not install components in the library until it is secured in the rack. WARNUNG Die Bibliothek ist schwer (siehe Produkt-Spezifikationen für Details). Seien Sie besonders vorsichtig und richtige Ausrüstung beim Bewegen der Bibliothek. Komponenten in der Bibliothek nicht installieren, bis er im Rack befestigt ist. Important Do not install the rubber feet if you are installing the library in a rack. They are meant for a tabletop installation only. 1. Lift the library onto the shelf formed by the rails. 2. Slide the library completely into the rack so that the mounting brackets are against the posts. 3. Using a #2 Phillips screwdriver, install one M5 screw in each mounting bracket to secure the library to the rack, as shown in Figure 3. Post Mounting bracket screw Figure 3 Secure the library to the rack (right side shown). Remove the Shipping Lock Caution Caution Follow these steps to remove the shipping lock: Failure to remove the shipping lock before powering on the library can cause damage to the library. Moving the library after removing the shipping lock can cause damage to the internal components. 1. Remove the label securing the shipping lock. 2. Pull the lock straight up and out of the library. 3. Place the label back over the opening in the top of the library. 12

13 Library Installation Install the Tape Drives 4. Store the lock in the tab at the back of the library. 1. Remove the label. 2. Remove the lock. 3. Replace the label. 4. Store the lock. Figure 4 The shipping lock must be removed before powering on the library. Install the Tape Drives Install the tape drives in the back of the library, from bottom to top. 1. The library ships with the bottom drive bay uncovered, ready for a halfheight drive to be installed. Loosen the finger screws securing the cover plate (or plates) for each additional half height drive. Important Cover plates must remain installed over any empty drive bays. 2. Remove the plate and set it aside. 3. Remove the tape drive and sled from its protective packaging. 4. While supporting the bottom of the drive sled, slide it into the empty drive bay. Push the drive sled in until it fits flush against the chassis. 5. Tighten the finger screws to secure the drive to the library. 1 2 Loosen screws Remove plate Remove tape drive 3 from packaging 4 Install tape drive 5 Tighten screws Figure 5 Install the tape drives. 6. Repeat for any additional drives. 13

14 Configure the Library Connect the Cables Connect the Cables Use Figure 6 to help you connect the cables. Power Connect the power cord to the library and to an outlet. If the library shipped with the optional redundant power supply, connect a second power cord to the redundant supply and to an outlet. Ethernet Connect an Ethernet cable into the Ethernet connector on the back of the library and connect the other end to the network. Note: SAS cables are installed after installing the BlackPearl gateway. Power SAS Ethernet Figure 6 Install power and network cables. CONFIGURE THE LIBRARY AutoInstall the Option Activation Keys and Update the BlueScale Software The USB device that came in your document kit contains the activation keys for the options that you purchased, as well as the current release of the BlueScale software. Follow these steps to load the keys and update the library. 1. Insert the USB device into either USB port on the back of the library. 14

15 Configure the Library Log In to the BlueScale User Interface 2. Press the front panel power button for two to three seconds. USB device 1 Insert USB device 2 Press power button Figure 7 Insert the USB device and press the power button. 3. Wait while the library performs its initial power on sequence, which takes approximately eight minutes. 4. Wait while the AutoInstall process automatically updates the library BlueScale software and installs the option activation keys. This takes approximately ten minutes. Note: The library reboots during the AutoInstall process. No action is required until the Login screen displays. 5. When the Login screen displays, remove the USB device from the library. Important Do not remove the USB device until after the Login screen displays. Do not leave the USB device connected to the library after the AutoInstall process is complete. Log In to the BlueScale User Interface After the power on sequence completes, the Login screen displays. The BlueScale Interface allows you to configure all aspects of the T50e library s functionality. It can be accessed at the front panel or through the Remote Library Control (RLC) interface. To access the RLC interface enter the libraryʹs IP address in a browser on a computer connected to the same network as the library. The IP address of the library displays in the upper right corner of the touch screen operator panel. If the library does not have an IP address configured (see Configure Network Settings on page 21) or if it is not connected to an Ethernet network, displays in this location. 15

16 Configure the Library Log In to the BlueScale User Interface For a full description of the BlueScale interface, see Introducing the BlueScale User Interface in the Spectra T50e Library User Guide. 1. Using the stylus located in the document kit, touch the keyboard icon to expand the soft keyboard. Note: When not in use, store the stylus in the stylus holder to the right of the screen (see Figure 7 on page 15). 2. Touch (to select) the User box and type su (the default superuser). 3. Leave the password field blank and click Login. Note: If you are prompted to calibrate the touch screen, follow the instructions on the screen. You must use the stylus for the calibration procedure to complete successfully. su 2 Type su Figure 8 Log into the BlueScale interface Click Login Wait for General Status screen Touch to open keyboard 4. When the General Status screen displays, close the keyboard by touching its icon with the stylus. Figure 9 The General Status screen after login. 16

17 Configure the Library Log In to the BlueScale User Interface The General Status Screen When you first log into the library, the General Status screen displays. Icons on this screen indicate the current status for the major library components. Moving the cursor over the name of the component highlights the component in the system graphic. From the General Status screen, click the MENU to display the General menu screen. Menus The options in the BlueScale user interface are divided into four menus. When you click the icon for one of the menus, its associated options display below it. When you are viewing a screen for one of the BlueScale options, clicking MENU displays the last menu screen you viewed. From there you can navigate to other menus to select additional options. General menu Configuration menu Maintenance menu Security menu Options on the General menu screen Figure 10 Options on the General menu screen. The following menu screens are available: The General menu provides access to the most frequently used library screens including General Status, Inventory, Metrics, Import/Export, MLM (Media Lifecycle Management), and Robot Usage. The Configuration menu provides controls for configuring all aspects of the library s operation including Partitions, DLM (Drive Lifecycle Management) or Drives, MLM, Settings, Option Keys, Mail Users, Network, and Date & Time. The Maintenance menu provides access to maintenance and troubleshooting options for the library and drives including AutoSupport, Utilities, Traces, MLM, and Package Update. 17

18 Configure the Library Log In to the BlueScale User Interface The Security menu provides access to options for managing users and for configuring and using the encryption feature for your library. It also indicates the user currently logged into the library and that user s group. Map of Options Available from the BlueScale Menu MENU General Configuration Maintenance Security S, A, O General Status Drives Status > Drives screen Inventory Status > Inventory screen Import/Export Status > Import/Export screen S, A, O Inventory Inventory for (select partition) Source list (for a move) Process Queued Ejects Destination Destination list (for a move) Move Queue Move queue list Start Moves S, A, O Metrics Power Consumption Storage Density Import/Export S, A, O Open Door Bulk Load Bulk Unload Recycle (Encrypted Media) S, A, O MLM (Media Lifecycle Management) MLM Reports Partitions (select partition or total library) Reports Media Health Remaining Capacity Load Count Write Errors Cleans Remaining Born On Date Exported Media Last Write Time Last Read Time MLM Details Save MLM Report Report All Media Lifecycle Data Report Selected Data Robot Usage Robot Utilization S, A, O Partitions (Cleaning or Storage) S or A C & S: Name & Media Type S: Exporter Exporter Emulation S: Spare Drives (assign to partition) C & S: Chambers and Drives C & S: Storage (number of slots) S: Entry/Exit Port Mode S: Drives S: Clean Partition (only if one exists) S: MLM Media Verification Enable PreScan FullScan QuickScan QuickScan using Global Spare S: Encryption (if logged in) BlueScale Spectra SKLM S: Partition Users S: Drive IDs C & S: Save Library Configuration DLM (Drive Lifecycle Management) S or A Details Drive Details Drive Traces Remove Replace Clean Test Reset S or A Settings Library Name Refresh Rate Web Server Port Enable SSL Online Access to Spectra Logic Auto-Configuration Save S or A Option Keys New (add an option key) Hardware ID S or A Mail Users New (To, From, SMTP IP Address, Message Types) Edit (To, From, SMTP IP Address, Message Types) Delete S or A MLM Enable MLM Enable Alerts (Non-Certified Media) Enable Alerts (Load Count Discrepancies) Minimum Cleaning Passes Maximum Tape Loads Enable Media AutoDiscovery Minimum Idle Minutes PostScan Blackout Periods S or A Network Setting (DHCP * or Static) (Static IP) Address, Subnet, Gateway Date & Time Date Time S or A S or A AutoSupport Send Log Set Manage Profiles Configure Alarms Log Forwarding S or A Utilities Basic Utilities Calibrate Touch Screen Display Controller Environment Display EC Information Display Firmware Versions Force Log Flush Save Library Configuration Advanced Utilities Restore Library Configuration S or A Traces LCM Traces Can Log Error Log Action Log Connection Log GPIO Log Event Log Lock Log Web Server Log Message Log Inventory Log Kernel Log AutoSupport Log Encryption Log HHM Log MLM Log Component Traces Logical Library Trace Motion Trace Motion Geometry Motion Pools Motion Inventory Motion Options S or A MLM Discover Media Stop Discovery (only visible when Discover Media is running) Pause PostScan (only visible when PostScan is running) Manual PostScan Delete Records Download MLM Database (remote access only) Download DLM Database (remote access only) Package Update S or A Begin Library Update Begin Drive Update Manage Packages Manage Package Servers Switch Users Login Logout Edit Users New (Add a New User) Edit (Existing User) Delete (Existing User) Encryption S, A, O Encryption User Login Encryption Configuration Spectra SKLM Configure Single User Mode Multi-User Mode Check Key Files Import Key Add Key Moniker Export Key Delete Key Notes: 1) Available at the library s front panel touch screen only. 2) Do not use the Advanced Utilities unless instructed to by SpectraGuard Support. 3) Requires a current BlueScale Software Support Key. 4) Available with BlueScale Encryption Professional edition only. 5) Requires LTO-4 or later generation Fibre Channel drives. 6) Requires LTO-5 or later generation Fibre Channel drives. * = The factory default setting. Feature Availability: This feature is available to this user type: S) Superuser Controls all aspects of library use, configuration, and security, including all encryption activities. A) Administrator Performs same actions as Superuser except for creating or editing library users and accessing encryption. O) Operator Moves, imports, and exports cartridges. S S Note: The BlueScale user interface changes as features are added or modified between BlueScale revisions. The toolbar options shown here may differ from those Figure 11 Map of the options available from the BlueScale menu. 18

19 Configure the Library Create a Partition Create a Partition A tape partition is a data storage target cabled to the BlackPearl gateway. Follow these steps to let the partition wizard create a single partition using all available slots and drives. To use the BlackPearl gateway s Eject function, the library can only have one partition. To manually create a partition to not use all available slots or drives, or to use encryption or other advanced features, see Configuring and Managing Partitions in the Spectra T50e Library User Guide for instructions. 1. If you want to save the library configuration to a USB device after you create the partition (recommended), connect the device to a USB port on the LCM (library control module) and allow time for the device to mount before continuing (see Figure 7 on page 15). Important The option to save the file to USB is only available if you connect a USB device to the library s USB port before you access the utilities. 2. Using the stylus, select Menu > Configuration > Partitions. Select Automatically create a partition and then click New. Figure 12 Automatically create a partition. 3. Let the wizard create the partition and then choose one option: Save Library Configuration to USB (recommended) Save Library Configuration to a previously defined mail recipient Don t Save Library Configuration (not recommended) Note: Do not send the configuration to [email protected]. 4. Click Next and then click Save. 19

20 Configure the Library Load Data and Cleaning Tape Cartridges Load Data and Cleaning Tape Cartridges Use the Bulk Load option to load the tape cartridges including at least one cleaning tape. Notes: Only load the number of cartridges matching your capacity license. The BlackPearl gateway automatically handles periodic tape drive cleaning, but can only complete the task if cleaning tapes are present in the library 1. Using the stylus, select Menu > General > Import/Export, and then click Bulk Load. Both left side magazines release. 2. Load cartridges in the left side magazines. a. Remove the bottom left magazine and set it on a stable surface. b. In the bottom left side magazine, load the cartridges sequentially, with the barcode label facing out, starting at slot 1 and skipping the access port. Important! Load cartridges sequentially starting at slot 1. Access port slot Slot 1 Important! The barcode labels must face out. Left-side magazines Expansion slots Right-side magazines Top Bottom Top Bottom Slot 1 Access port slot Important! Replace the magazines in the same locations. Figure 13 Load tape cartridges. c. Reinsert the bottom left side magazine, and then, if the capacity license is greater than 11, repeat for the top left side magazine. 3. If your capacity license allows for more than 23 slots, do the following to install cartridges in the right side magazines. a. Click Continue. The left side magazines lock in place and the rightside magazines unlock. 20

21 Configure Library Settings Configure Network Settings b. Remove the bottom right magazine and set it on a stable surface. c. Load the cartridges sequentially with the barcode label facing out, starting at slot 24 in the bottom right side magazine. d. Reinsert the bottom right side magazine, and then, if necessary, repeat for the top right side magazine. 4. After you have loaded cartridges to fill all licensed slots, gently push each magazine into the library until it is fully seated and click Stop Importing. The library inventories the cartridges. CONFIGURE LIBRARY SETTINGS It is vital to configure the following library settings before using it with the BlackPearl gateway. See Configure Global Settings in the Spectra T50e Library User Guide for information on configuring other, optional, library settings. Configure Network Settings Spectra Logic highly recommends that you connect the library to an Ethernet network and configure it for network access as described in this section. Network access lets you perform the following operations: Access the BlueScale web interface for remote management of the library using a standard web browser. Open support incidents or send ASLs (AutoSupport Logs) to Spectra Logic Technical Support for troubleshooting directly from the library. Automatically system messages or reports to configured mail users. Automatically send a notification to a specified mail recipient when certain critical events occur. Download the latest BlueScale update package from Spectra Logic s Support portal directly to the library. These functions are not available if you do not connect the library to an Ethernet network. The IP address of the library displays in the upper right corner of the touch screen operator panel. If the library does not have an IP address configured or if it is not connected to an Ethernet network, displays in this location. Note: If you are accessing the library remotely through the BlueScale web interface, the library name, if configured, displays instead of the IP address. If the library name is not configured, the upper right corner of the screen is blank. 21

22 Configure Library Settings Configure Network Settings Using DHCP Addressing By default, the IP address for the Ethernet port on the LCM (Library Control Module) is set automatically using the Dynamic Host Configuration Protocol (DHCP). Notes: If you select DHCP addressing, the LCM must be connected to an Ethernet network that has a DHCP server to obtain an IP address. Do not select DHCP addressing if your network does not have a DHCP server. Using Static IP Addressing If your network does not use DHCP, or if you want the library to have a fixed IP address, you can configure a static (fixed) IP address as described in this section. Using a static IP address ensures that you always know the IP address for the library and is highly recommended, especially if you plan to manage the library remotely using the BlueScale web interface. Prepare the Library Important If you want to change the network settings of the library, make sure that the library is connected to the network before you power on the library. Before configuring the network settings, make sure that you address the following requirements: The library is connected to an active link on the Ethernet network. A unique IP address is available on the network if you plan to use a static IP address. This address cannot be in use by another device. The DHCP server is configured on the network if you plan to use DHCP addressing. Set the IP Addressing Use the following steps to configure the library for Ethernet network access. 1. If necessary, click MENU to display the Menu screen. 2. Click Configuration to display the Configuration menu. 3. On the Configuration menu, click More Options (down arrow) to display additional configuration options. 22

23 Configure Library Settings Configure Date and Time 4. Click Network. The Network screen displays. This screen changes depending on whether the library is configured to use DHCP or Static IP addressing. Figure 14 Use the Network screen to configure the IP addressing for the library. 5. Decide which type of addressing you want the library to use. DHCP (default setting) The library is issued an IP address by the DHCP server. Static (highly recommended) The library uses a fixed IP address. If you select static addressing, enter the following information: For this field... Address Subnet Gateway Enter... A valid IP address in the form nnn.nnn.nnn.nnn. The subnet mask. The subnet mask must be a valid IP address in the form nnn.nnn.nnn.nnn. A valid network gateway address in the form nnn.nnn.nnn.nnn. Enter for the Gateway if your network does not use a gateway. Configure Date and Time 6. Click Save to change the IP addressing. Note: The library s IP address changes as soon as you click Save. As a result, if you are connected to the library through the BlueScale web interface the connection to the library is lost. Reconnect to the library using the new IP address. Log into the library to continue using the BlueScale web interface. Use the following steps to configure the library s system clock. 1. If necessary, click MENU to display the Menu screen. 2. Click Configuration to display the Configuration menu. 3. On the Configuration menu, click More Options (down arrow) to display additional configuration options. 23

24 Configure Library Settings Create Additional Users 4. Click Date & Time. The Date & Time screen displays showing the method currently selected for setting the date and time. Note: The values in the Date & Time counters do not wrap. For example, to change the month from December to January, click and hold the button to decrement the month. 5. Use the + and buttons to set the month, day, year, hour, and minute to display. Note: Instead of clicking the + or button multiple times, you can click and hold the button to advance through the available values. 6. Click Save. Create Additional Users Figure 15 Set the date and time for the library. 7. Click MENU to return to the Configuration menu. There are three default users set up on the library: su (superuser), administrator, and operator. By default, passwords are not set for the three default users. Use the following steps to add a new library user and assign that user to a user group. 1. If necessary, click MENU to display the Menu screen. 24

25 Configure Library Settings Create Additional Users 2. Click Security > Edit Users. The Edit Users screen displays. Figure 16 Click New on the Edit Users screen to add a new user. 3. Click New to display the New User screen. Figure 17 Enter the information for the new user. 25

26 Configure Library Settings Create Additional Users 4. Complete the information on the New User screen. Note: User names and passwords can contain any combination of the numbers 0 9, lower and upper case alphabetic characters (a z and A Z), and the at symbol (@), dash ( ), underscore (_), period (.), forward slash (/), and space characters. There is no limit to the length but that we recommend lengths of less than 2048 characters. For this field... User Password Retype Password User Type Enter... The name for the user. A password for the user; retype the password to confirm. Notes: For security, the text in the Password and Retype Password fields is shown as asterisks (*). Though highly recommended, passwords are not required for any of the three user types. Select the group to which the user belongs. Superuser Controls all aspects of the library s configuration and operation, including defining other library users and assigning them to a user privilege group. Notes: The library requires a minimum of one superuser. You cannot delete the last member of the Superuser group. Only a user with superuser privileges can add, modify, or delete users. Only a user with superuser privileges can access and configure encryption features. Administrator Configures and uses the library. With the exception of creating or modifying library users and accessing the Encryption features, users in the Administrator group have the same privileges as users in the Superuser group. Operator Performs day to day operations. Users assigned to the Operator group can move, import, and export media, but cannot access the more sensitive library operations such as configuration, diagnostics, and security. 5. Click Save. The new user name and group assignment is added to the list of users on the Edit Users screen. 6. Repeat Step 3 on page 25 through Step 5 for each additional library user. 26

27 Configure Library Settings Configure Mail Users Configure Mail Users Mail users are the preconfigured recipients of notifications generated by the library. The library can automatically send notifications to selected mail users whenever a specified message type is generated. It is critical that administrators and superusers be set up to receive notifications from the tape library so that messages about library issues are delivered in a timely manner. Operators can also be set up to receive s, but without administrator or superuser login privileges they will not be able to correct problems with the archive system. The includes attachments containing any system messages, traces, or diagnostic results associated with the notification. Note: You must configure the library s IP address as described in Configure Network Settings on page 21 before you can configure mail recipients. 1. Log into the library as a user with superuser or administrator privileges. 2. If necessary, click MENU to display the Menu screen. 3. Click Configuration to display the Configuration menu. 4. Click Mail Users. The Mail Users screen displays. Note: If you have not configured any mail users, this screen only shows the default mail recipient for Spectra Logic autosupport. Figure 18 Use the Mail Users screen to configure mail recipients. 5. Click Edit below [email protected] to add SMTP information or click New to add a mail user. Important You must edit the [email protected] mail user to configure the SMTP server if you want to open an AutoSupport ticket directly from the library (see Configuring and Using AutoSupport in the in the Spectra T50e Library User Guide). This mail user is also used to send the ASL and HHM files that the library generates to Spectra Logic Technical Support when troubleshooting a problem. 27

28 Configure Library Settings Configure Mail Users 6. Enter or update the information for the mail user. For a new mail user, enter their information on the New Mail User screen. For an existing mail user, update their information on the Edit Mail User screen. Figure 19 Enter or modify the information for the mail user. For this field... To From SMTP IP Address Do the following... Enter the address of the recipient. Be sure to use the full address using the standard format, including symbol. Important: The address cannot contain spaces or other nonalphanumeric characters (for example, an ampersand, &). To include multiple addresses, leave a space between each address. Enter an alphanumeric string to uniquely identify the library (for example, the name or location of the library). Important: The string cannot contain spaces or most non-alphanumeric characters (for example, the & or the % symbols). Enter the IP address of your SMTP server in the SMTP IP Address field. Use the standard IP address format nnn.nnn.nnn.nnn. 28

29 Next Steps Configure Mail Users For this field... Message Types Do the following... Select the type(s) of messages that the mail user should receive by selecting one or more of the message types listed. Administrators and superusers should receive Fatal, Error, and Warning messages. Fatal An error occurred that prevents the library from continuing operation. Immediate attention is required. Error An error occurred that impacts the operation of the library. Determine the cause of the error and remedy as soon as possible. Warning The library detected conditions that may impact operation. Determine the cause of the problem and remedy as soon as possible. Informational Activities that generate system messages occurred. Notes: Selecting a message type automatically sends all messages of that type to the recipient as they are generated by the library. If no message type is selected, the library does not automatically send an to the mail user. However, messages can still be sent to the mail user on an individual basis when traces or diagnostics are run. Do not select message types for the [email protected] mail recipient. This mail recipient is only used to receive AutoSupport ticket requests or ASL and HHM files that are generated by the library. 7. Click Save. The Mail Users screen redisplays (see Figure 18 on page 27). 8. Repeat Step 5 on page 27 through Step 7 on this page to configure or modify additional recipients. 9. Click Test for each new user to send a test Click MENU to return to the Configuration menu. NEXT STEPS You are now ready to install the BlackPearl gateway (see Install and Configure the Spectra BlackPearl Gateway on page 31) or further configure the T50e library using one of the topics below. Configure MLM Media Lifecycle Management (MLM) is an exclusive feature of Spectra Logic libraries that allows users to track the health of the media in the library. When coupled with Spectra certified media, it gives users a powerful monitoring tool to avoid downtime or data loss caused by media reaching its end of life. See ʺConfiguring and Using Media Lifecycle Managementʺ in the Spectra T50e Library User Guide. 29

30 Next Steps Configure DLM Drive Lifecycle Management (DLM) is a powerful monitoring tool that allows users access to all aspects of the health of the drives in the library. Using the DLM screens, a user can find information about drive WWNs, drive health, error codes displayed on the drivesʹ single character display, and more. See ʺUsing Drive Lifecycle Managementʺ in the Spectra T50e Library User Guide. Import/Export Media Using the import/export screen, users have physical access to the media within the library. This screen allows users to import and export media to and from an active partition, or to and from the configured entry/exit port. See Using Cartridges in the Library in the Spectra T50e Library User Guide. Configure Library Settings Set a static IP address, set the date and time, configure mail users to receive alerts from the library, and configure library web server settings. See Configure Global Settings in the Spectra T50e Library User Guide. Collect Logs & Use AutoSupport AutoSupport is an important feature in monitoring the health of the library. AutoSupport Logs (ASL) can be gathered and sent automatically to a designated mail user or directly to Spectra Logic Technical Support. See Configuring and Using AutoSupport in the Spectra T50e Library User Guide. Use the Support Portal Spectra Logic Technical Support maintains a portal for all support related services, as well as a database of Knowledge Base articles at For more information on creating an account and using the Support Portal see Technical Support in the Spectra T50e Library User Guide. Backup the Library Configuration For recommendations and instructions for backing up and restoring the library configuration, see Backing up the Library Configuration in the Spectra T50e Library User Guide. 30

31 CHAPTER 3 Install and Configure the Spectra BlackPearl Gateway This chapter describes the steps for installing and configuring the Spectra BlackPearl Deep Storage Gateway for use with the T50e library. For additional information about the Spectra Logic BlackPearl gateway, see the Spectra BlackPearl User Guide. Topic Gateway Installation page 32 Install HBAs in the Gateway page 33 Install the Gateway in a Rack page 33 Connect the Cables page 36 Connect the Cables page 42 Configure the BlackPearl Gateway page 42 Power on the Gateway page 42 Log In to the BlackPearl User Interface page 43 Enter Activation Keys page 44 BlackPearl User Interface page 45 Configure Network Settings page 46 Activate Hardware Systems page 47 Set the Default Data Policy for the Administrator page 48 Create Users page 50 View S3 Credentials page 51 Create a Bucket page 52 Next Steps page 59 31

32 Gateway Installation GATEWAY INSTALLATION Warning Use these instructions to install the BlackPearl gateway. The Spectra BlackPearl 2U gateway weighs 55.9 lb (25.4 kg). Spectra Logic requires using two people, or using a lift to support the weight of the gateway while installing it into, or removing it from a rack. WARNUNG Die Spectra Black Pearl 2U Gateway wiegt 55,9 lb (25,4 kg). Spectra Logic Erfordert mit zwei Personen, oder mit einem Lift, um das Gewicht des Gateways zu unterstützen, während der Installation in oder aus einem Rack zu entfernen. The BlackPearl rack mount kit contains the following components: Component # Required Use 2 Attach to the sides of the BlackPearl chassis. Inner rack rails 2 Attach to the posts of the 19 inch rack. The chassis mounted inner rack rails will slide into the outer rack rails. Outer rack rails 4 Secure the inner rack rail to the chassis (4). Inner rail screws 8 Attach the rail assemblies to the rack (8). Outer rail screws 8 Used with the outer rail screws to attach the rail assemblies to the rack (8). Washers 32

33 Gateway Installation Install HBAs in the Gateway Component # Required Use 2 Secure the chassis to the rack (2). Chassis screws Circular cutout rack adaptors 4 (optional) Attach to the ends of the outer rack rails, allowing installation of the rack kit in a rack with circular mounting cutouts. If you are installing the rack kit in a circular cutout rack, see the Spectra BlackPearl Rack Mounting Instructions. To perform the installation, you need the following tools: Grounded anti static wristband #1 Phillips screwdriver #2 Phillips screwdriver, magnetic if available Level (recommended) Install HBAs in the Gateway Caution Use the following instructions to install Host Bus Adaptor (HBA) cards in the BlackPearl gateway. Ensure ESD Protection The installation environment must be free of conditions that could cause electrostatic discharge (ESD). To protect the unit from ESD, follow these procedures when repairing or testing the product: Place a static protection mat on the work surface used while removing and installing components. Use a 1 megohm resistor to ground the static protection mat. Wear a static protection wristband or grounding footstrap whenever you handle components that have been removed from their anti static bags. Connect the wristband to the static protection mat or to other suitable ESD grounding. Note: Keep all electronic components in anti static bags when not in use. Any damage to the unit caused by failure to protect it from electrostatic discharge (ESD) voids the product warranty. To protect the product from damage, wear an anti-static wristband, properly grounded, throughout the procedure. 33

34 Gateway Installation Install HBAs in the Gateway Install the HBAs Use the instructions in this section to install an HBA in the chassis. 1. Press down on the two release latches and slide the cover toward the rear of the chassis to remove it. Front of chassis Figure 20 Release latches on the 2U chassis. 2. Locate the slot where you want to install an HBA in the unit. Notes: Because the 2U chassis has a single CPU, only three of the six PCI slots are active. Make sure you install the HBA into one of the indicated slots, which are labeled on the motherboard as slots 1, 2, and 3. Some HBAs may already be installed. PCI blanking plates HBA locations Front of chassis Figure 21 HBA locations in the BlackPearl 2U chassis. 34

35 Gateway Installation Install HBAs in the Gateway 3. Using a #1 Phillips screwdriver, remove the single screw that secures the PCI blanking plate to the chassis. Figure 22 Remove the PCI blanking plate screw. 4. Remove the HBA from its packaging. 5. Orient the HBA so that the card bracket faces the rear of the chassis and the edge connector is oriented down. Bracket Edge connector Figure 23 The 10 GigE HBA. 35

36 Gateway Installation Install the Gateway in a Rack Caution 6. Guide the connectors on the HBA through the slot in the rear of the chassis. Be careful not to damage the connectors on the HBA as you guide them through the slot in the rear of the chassis. 7. Press down on the HBA to secure it in the socket on the motherboard. The card fits firmly in the socket. 8. Using a #1 Phillips screwdriver, install the bracket screw to secure the HBA to the chassis. 9. Repeat Step 2 on page 34 through Step 8 for any additional HBA(s) that need to be installed. 10. Install the chassis cover. a. Position the cover on top of the chassis with the hooks of the release latches facing toward the front of the chassis. b. While holding down the release latches (see Figure 20 on page 34), slide the cover toward the front of the chassis until it locks in place. Install the Gateway in a Rack Warning Install the BlackPearl gateway in a standard 4-post, 19-inch (48.3-cm) rack. A 2-post rack will not support the weight of the gateway. WARNUNG Installieren Sie den BlackPearl -Gateway in einem Standard- 4-Säulen, 19-Zoll ( 48,3 cm ) Rack. A 2- Pfosten-Rack wird nicht das Gewicht des Gateways. Separate the Rails If necessary, remove the inner rack rail section from the outer rack rail. 1. Orient the rack rail with the inner rail facing you. Push the end of the inner rail near the hard stop towards the open end of the outer rail until the self locking latch engages. Open end Hard stop end Figure 24 Location of the hard stop and open ends of the outer rack rail. 36

37 Gateway Installation Install the Gateway in a Rack 2. Flip the rail assembly over so the outer rail is on top and the selflocking latch is facing you. Press the self locking latch toward the closest edge of the inner rail and then fully extract the inner rail from the outer rail. Figure 25 Press the latch toward the closest outer edge. Install the Inner Rails 1. Place the gateway on a sturdy, flat surface. 2. Orient the inner rail with the self locking latch facing you and the black plastic tab on the end of the rail oriented toward the front of the chassis. 3. Position the inner rack rail over the hooks extending out from the side of the chassis. The rail is keyed to only fit one way. Hooks (12) Front of chassis Rear of chassis Plastic tab Self-locking latch Screws Figure 26 Install the inner rail. 4. While pressing the inner rail against the side of the chassis, slide the inner rail towards the front of the chassis to engage the mounting hooks. 37

38 Gateway Installation Install the Gateway in a Rack 5. Using a #2 Phillips screwdriver, secure the rail to the chassis using two screws. 6. Repeat Step 2 on page 37 through Step 5 for the other side. Install the Outer Rail If you are installing the rack kit in a circular cutout rack, see the Spectra BlackPearl Rack Mounting Instructions. 1. Determine the position of the rack mount kit in the rack. Figure 27 shows the relationship of the rack kit position in the rack and the resulting position of the chassis. Rack kit BlackPearl 2U gateway Figure 27 Relationship between the rack kit position and the BlackPearl 2U chassis. 2. Position the outer rack rail at the desired height in the rack with the open end facing the front of the rack. Make sure the mounting hooks are behind the cut outs in the posts and face down. 3. Insert the mounting hooks on the open end of the rail into the cut outs in the front of the rack. This action also depresses the black tabs used to lock the rail in the rack. Tab (depressed) Hooks Figure 28 Insert the mounting hooks through the cut-outs in the rack. 38

39 Gateway Installation Install the Gateway in a Rack 4. Press the outer rail down to lock the mounting hooks to the rack. The black tabs will pop through the holes in the front of the rack and lock in place with an audible click. Tab (locked) Hook Screw holes Figure 29 Press the rail down to lock it into place. 5. Repeat Step 2 on page 38 through Step 4 to attach the rear mounting hooks of the outer rack rail to the rear post of the rack. 6. Make sure that the outer rack rail is level. Using a level is recommended. 7. Using a #2 Phillips screwdriver, secure the outer rail to the rack. a. Install two outer rail screws and washers in the holes above and below the bottom mounting hook in the front mounting bracket to secure the rail to the front post (see Figure 29). b. Install two outer rail screws and washers in the upper and lower holes to secure the back of the outer rail to the rear post. 8. Repeat Step 2 on page 38 through Step 7 to attach the second outer rail to the other side of the rack. 9. Make sure the installed rails are level in relation to each other. Using a level is recommended. 39

40 Gateway Installation Install the Gateway in a Rack Warning Slide the Chassis into the Rack The Spectra BlackPearl 2U gateway weighs 55.9 lb (25.4 kg). Spectra Logic requires using two people, or using a lift to support the weight of the gateway while installing it into, or removing it from a rack. WARNUNG Die Spectra Black Pearl 2U Gateway wiegt 55,9 lb (25,4 kg). Spectra Logic Erfordert mit zwei Personen, oder mit einem Lift, um das Gewicht des Gateways zu unterstützen, während der Installation in oder aus einem Rack zu entfernen. 1. Pull the center section of the outer rails out of the rack until they are fully extended (see Figure 30). 2. Position the chassis in front of the rack rails and lift it so that the inner rails are at the same height as the extended sections of the outer rails attached to the rack. Extended outer rail Inner rail Figure 30 Extend the outer rails and slide the chassis into rack. 3. Slide the chassis into the rack until the self locking latches engage. 40

41 Gateway Installation Install the Gateway in a Rack 4. While supporting the front of the chassis with one hand or a lift, press the self locking latches on both inner rails downward. Push the chassis the rest of the way into the rack until the mounting brackets on the front of the chassis are flush with the front posts of the rack. Locking latch Figure 31 Press the self-locking latch downward. 5. Using a #2 Phillips screwdriver, install one chassis screw into the hole in the mounting bracket on each side of the chassis to secure the chassis to the rack. Do not over tighten the screw. Mounting bracket Screw Figure 32 Secure the chassis to the rack. 41

42 Configure the BlackPearl Gateway Connect the Cables Connect the Cables Connect the following cables. Power Connect two power cables to the gateway and to outlets. Ethernet Connect the included Ethernet cable from an active network over which a computer can access the gateway to the BlackPearl management port on the BlackPearl gateway. This port cannot be used for data transfer. Connect additional Ethernet cables from your network switch to one or all of the 10GBase T ports or the 10 GigE ports. Only one data connection is supported, but ports of the same type can be configured with link aggregation. SAS For each tape drive in the library, insert one end of a SAS cable into the BlackPearl host SAS HBA. Insert the other end into the tape drive (see Figure 6 on page 14). Power connectors (2) 1/10GBase-T Ethernet ports (2) SAS ports (4) 10 GigE ports (2) BlackPearl management port Rear panel of the BlackPearl 2U gateway Figure 33 Connect cables to the rear panel. CONFIGURE THE BLACKPEARL GATEWAY Power on the Gateway Gently press the power button on the front left side of the gateway. BlackPearl 2U gateway Power button Figure 34 Press the power button to power on the gateway. Wait while the BlackPearl gateway completes its power on sequence, which takes approximately 5 to 10 minutes. 42

43 Configure the BlackPearl Gateway Log In to the BlackPearl User Interface Log In to the BlackPearl User Interface 1. Open a web browser on a computer on an active network that has access to the gateway. 2. Enter the IP address of the BlackPearl management port in the browser address bar using the default IP address, Notes: If your data center already uses this address for another device, see Configure The BlackPearl Management Port in the Spectra BlackPearl User Guide. The BlackPearl user interface uses a secure connection. 3. Resolve the security certificate warning for the BlackPearl user interface. The warning displays because the BlackPearl gateway does not have a security certificate. Notes: This warning only appears if you did not resolve the security certificate warning. Consult your browser documentation for instructions on how to resolve the security certificate warning. If you choose not to resolve the warning, you receive the warning about the security certificate each time you access the BlackPearl user interface. The absence of the certificate does not affect functionality. 4. Enter the primary administrator username and password. The default username and password are both spectra, using all lowercase letters. Note: Only the primary administrator account can access the BlackPearl user interface. 5. Click > to log in. Figure 35 The BlackPearl Login screen. 43

44 Configure the BlackPearl Gateway Enter Activation Keys Enter Activation Keys Paper copies of the activation keys are included with new shipments. Use the instructions in this section to enter the activation keys in the BlackPearl user interface. 1. From the menu bar, select Support > Activation Keys. The Activation Keys window displays. Figure 36 The Activation Keys screen. 2. Select Action > New. The Enter Activation Key dialog box displays. Figure 37 The Enter Activation Key dialog box. 3. Enter a key, exactly as provided, in the Activation Key field and click Create to save the key on the gateway. The Activation Keys screen displays with the newly entered key listed. 4. If necessary, repeat Step 2 through Step 3 to add additional keys. 44

45 Configure the BlackPearl Gateway BlackPearl User Interface BlackPearl User Interface The BlackPearl web interface lets you set configuration options and monitor the status of the system components. A menu bar appears along the top edge of each screen. Drop down menus in the menu bar let you navigate through the available menus to select options. Selecting a menu header expands the menu to display the available options. Menu bar Status bar Alerts Figure 38 The BlackPearl dashboard. BlackPearl 3.0 dashboard Power The Dashboard navigation link returns you to the Dashboard screen from any other screen in the interface. The Dashboard screen displays the general status of the gateway, tape cache, and network connections. Clicking any of the panes on the Dashboard takes you to a details screen for that selection. The Dashboard screen also displays performance metrics for the gateway. The Configuration menu provides access to controls for configuring all aspects of the gateway s operation. The Status menu provides access to the tools for monitoring the BlackPearl gateway in your environment. The Support menu provides access for maintenance and troubleshooting options for the BlackPearl gateway. The Status Bar at the bottom of all screens provides information on hardware status, the most current system message, and tools for rebooting or powering off the gateway. 45

46 Configure the BlackPearl Gateway Configure Network Settings Configure Network Settings Use the following steps to configure network settings for the gateway. See the Network Setup Tips document, shipped with the gateway, for information on configuring your network connection for the best performance with the gateway. 1. Select Configuration > Network. The Network screen displays. 2. Double click the Data row in the Network Interfaces pane, or select the Data row and select Action > Edit from the menu bar. The Edit Data Ports dialog box displays. Note: Depending on your hardware configuration, the Edit Data Ports dialog box may look different than what is shown below Figure 39 The Edit Data Ports dialog box. 3. Click the option button that matches how you cabled the data path in Connect the Cables on page 42. The data path can be a single connection or an aggregate of the two 10 GigE ports. Link aggregation uses multiple Ethernet ports, configured with a single IP address, to improve data transfer speed. 4. Select DHCP; or select Static and enter the IP address, netmask, and gateway for the data connection. Note: If desired, you can enter Aliases, multiple IP and Netmask addresses assigned to the data port. Use the + button at the bottom of the Edit Data Ports dialog box to increase the number of IP and Netmask addresses. A maximum of 16 additional IP and Netmask addresses can be configured. See the Network Setup Tips document for more information about aliases. 5. (Optional) Change the MTU (Maximum Transmission Unit) value. The default setting is 1500 bytes. Higher settings allow for faster data transfer, but all hardware in the data path must support the higher MTU settings. The maximum MTU value for the BlackPearl gateway is 9000 bytes. 46

47 Configure the BlackPearl Gateway Activate Hardware Systems Activate Hardware Systems 1. From the menu bar, select Configuration > Services. The Services screen displays. Figure 40 The Services screen. 2. Double click the S3 service, or select the S3 service and select Action > Show Details. The S3 details screen displays. 3. On the S3 service details screen, select Action > Activate Data Path Backend. A confirmation window displays. Click Activate to activate the data path. 4. From the menu bar, select Configuration > Advanced Bucket Management to display the Advanced Bucket Management screen. Figure 41 The Advanced Bucket Management screen. 47

48 Configure the BlackPearl Gateway Set the Default Data Policy for the Administrator 5. Select the tape partition in the Tape Partitions pane, and select Action > Activate Tape Partition. The Activate Tape Partition confirmation window displays. Note: If the tape partition is not displayed in the Tape Partitions pane, the gateway has not yet auto detected the tape library. Wait up to 5 minutes and refresh the screen. Figure 42 The Activate Tape Partition confirmation window. 6. Click Activate. The tape partition is activated and is usable by the BlackPearl gateway. The BlackPearl gateway begins the process of inspecting the tapes in the library. Set the Default Data Policy for the Administrator 1. From the menu bar, select Configuration > Users. The Users screen displays. Figure 43 The Users screen. 48

49 Configure the BlackPearl Gateway Set the Default Data Policy for the Administrator Important You must set a default data policy for the primary administrator. Two default data policies are automatically available. Single Copy on Tape Creates one copy of data that always remains in the library not exported or delivered to an external source. Dual Copy on Tape Creates two copies of data, one copy of data that always remains in the library and one copy able to be exported or delivered to an external source. For more information about the default data policies, or if these data policies do not meet your needs, see Understanding Spectra Advanced Bucket Management Concepts in the Spectra BlackPearl User Guide and create a custom data policy before continuing. It is difficult and time consuming to change the data policy once data is written to a bucket using it. 2. Use the following steps to set a data policy for the Primary Administrator. a. Double click the Spectra account in the Primary Administrators pane, or select the Spectra account, and then select Action > Edit. The Edit User dialog box appears. Figure 44 The Edit User dialog box. 49

50 Configure the BlackPearl Gateway Create Users b. From the drop down list, select a Default Data Policy for the user. The gateway uses the selected data policy for all buckets created by the user, unless a different policy is specified during bucket creation. Note: Make sure the three Password entry fields are blank. If they are populated, delete any data in these fields. c. Leave the remaining fields as is, and click Save. Create Users Use the instructions in this section to create users. Each user has a unique S3 Access ID and Secret Key. Note: Users are not able to log into the BlackPearl user interface. Only the primary administrator account can log into the interface. You cannot create additional administrator accounts. 1. From the menu bar, select Configuration > Users. The Users screen displays. 2. Select Action > New from the menu bar. The New User dialog box displays. Figure 45 The New User dialog box. 3. Enter the user s Full Name. Note: You may want to use a generic name, such as Archive User, rather than an individuals name. 4. Enter the desired Username for the user. The Username cannot contain capital letters or spaces. 5. Enter an address for the user. Note: While a valid address is required, the gateway does not use this setting for any purpose at this time. 50

51 Configure the BlackPearl Gateway View S3 Credentials View S3 Credentials 6. From the drop down list, select a Role for the user. Note: You can only configure new users with a role of User at this time. 7. From the drop down list, select a Default Data Policy for the user. The gateway uses the selected data policy for all buckets created by the user, unless a different policy is specified during bucket creation. 8. It is highly recommended that you do not make any changes to the Global Bucket Access Control List section. Before you consider making any changes to the Global Bucket Access Control List, be sure that you review all of the related information in the Spectra BlackPearl User Guide. 9. If desired, under Global Data Policy Access Control List, select the check box to allow the user access to any data policy created on the gateway. Before you consider making any changes to the Global Data Policy Access Control List, be sure that you review all of the related information in the Spectra BlackPearl User Guide. 10. Click Create to create the new user. The gateway generates a unique S3 Access ID and Secret Key for the user. 11. If desired, repeat Step 2 on page 50 through Step 10 to create additional users. Use the instructions in this section to view the S3 credentials of a user. 1. From the menu bar, select Configuration > Users. The Users screen displays (see Figure 43 on page 48). 2. Select the user for which you want to view the S3 credentials from the User pane of the Users screen, and then select Action > Show S3 Credentials. The S3 Credentials dialog box displays. Figure 46 The S3 Credentials dialog box. 3. Use the S3 Access ID and S3 Secret Key to access the BlackPearl gateway. Caution Keep the S3 Access ID and S3 Secret Key secure to maintain data confidentiality. 51

52 Configure the BlackPearl Gateway Create a Bucket Create a Bucket Buckets are data transfer targets for read and write operations. The gateway stages data written to it on the cache and optimizes how it writes buckets to storage domains for best performance. Use the instructions in this section to configure a bucket. 1. From the menu bar, select Configuration > Buckets. The Buckets screen displays. 2. Select Action > New from the menu bar. The New Bucket dialog box displays. Figure 47 The New Bucket dialog box. 3. Enter a name for the bucket in the Bucket Name field. Notes: The bucket name cannot use the colon (:) or forward slash (/) characters. The bucket name cannot exceed 255 characters. 4. Using the drop down menu, select an Owner for the bucket from the list of users already created on the gateway. 5. Using the drop down menu, select a Data Policy for the bucket from the list of previously created data policies on the gateway. The bucket uses this data policy when transferring data. 6. Do not make changes to the Access Control Lists section. 7. Click Create. The Buckets screen displays with the newly created bucket listed. 52

53 Configure the BlackPearl Gateway Configure SMTP Settings Configure SMTP Settings Use the settings to associate the BlackPearl gateway with a mail server. The gateway uses this SMTP server to send s whenever ASLs or certain types of messages are generated. Use the following instructions to enter SMTP information on the gateway. 1. From the menu bar, select Configuration > Network, or select the Network pane from the Dashboard screen. The Network screen displays. Figure 48 The SMTP pane of the Network screen. 2. Double click the name of the SMTP server, or select the name of the SMTP server and then click Action > Edit. The dialog box displays. 3. Enter the SMTP Server and SMTP Port information. 4. If your SMTP server uses TLS (Transport Layer Security) authentication, select the Enable TLS Authentication check box and enter the required username and password information. 5. Enter an address in the From Address field. This is the address that displays as the sender whenever the gateway generates an . This address should uniquely identify the BlackPearl gateway to assist in troubleshooting and be recognized by the SMTP server as a valid domain address. 6. Click Save. Figure 49 The dialog box. 53

54 Configure the BlackPearl Gateway Configure Mail Recipients Configure Mail Recipients You can configure AutoSupport to system messages and log sets, as they are generated, to selected recipients. It is critical that people responsible for the operation of the archive solution be set up to receive notifications from the BlackPearl gateway so that messages about operational issues are delivered in a timely manner. Users of the archive solution can also be set up to receive s, but without access to the administrator login, they will not be able to correct problems with the archive system. All log sets and messages are sent to a previously configured mail recipient. You cannot send log sets or messages directly to an address. Use the Mail Recipient screen to add, edit, or delete mail recipient accounts. Figure 50 The Mail Recipients screen. Add a New Recipient 1. From the menu bar, select Configuration > Mail Recipients. The Mail Recipients screen displays. 2. Select Action > New. The New Mail Recipient dialog box displays. Figure 51 The New Mail Recipient dialog box. 54

55 Configure the BlackPearl Gateway Configure Mail Recipients 3. Enter the following information for the mail recipient: Field Name Address Select AutoSupport log sets to send to this mail recipient Choose the message severities you want to receive Description The name of the recipient. The address of the recipient. Be sure to use the full address using the standard format, including symbol. Important: The address cannot contain spaces or other non-alphanumeric characters (for example, an ampersand, &). Select Scheduled Log Sets, Error Log Sets, both options, or neither option for the mail recipient. Scheduled log sets are sent from the BlackPearl gateway on the first of each month. Error log sets are sent anytime an error occurs that causes the gateway to generate a log set. Select from the listed message types which severities of message this mail recipient should receive. The BlackPearl gateway automatically sends messages of the selected severity to the recipient when they are generated. Administrators of the BlackPearl gateway should receive Warning and Error messages. Note: For the mail recipient to receive all messages generated by the gateway, select all boxes. Info Activities that generate system messages occurred. Warning The gateway detected conditions that may impact operation. Determine the cause of the problem and remedy as soon as possible. Error An error occurred that impacts the operation of the gateway. Determine the cause of the error and remedy as soon as possible. 4. Click Create to save the information. The Mail Recipients screen redisplays with the new mail recipient added to the list of mail recipients. 5. Repeat Step 1 on page 54 through Step 4 to configure additional mail recipients. Send a Test Use the following steps to send a test to a mail recipient. 1. From the menu bar, select Configuration > Mail Recipients. The Mail Recipients screen displays with any already configured mail recipients listed (see Figure 50 on page 54). 55

56 Configure the BlackPearl Gateway Configure Date and Time 2. From the list of mail recipients, select the name of the recipient you want to receive a test , and then select Action > Send test . Configure Date and Time Figure 52 The Mail Recipients screen. The BlackPearl gateway immediately sends a test to the selected account. 3. Verify the user received the from the BlackPearl gateway. If the is not received, verify that you entered the SMTP server settings correctly (see Configure SMTP Settings on page 53). The date and time can be set manually or using NTP (Network Time Protocol). The NTP settings are used to accurately control the current time on the BlackPearl gateway. Use the following instructions to configure the date and time on the gateway. 1. From the menu bar, select Configuration > Network, or select the Network pane from the Dashboard screen. The Network screen displays. Figure 53 The Date and Time pane of the Network screen. 56

57 Configure the BlackPearl Gateway Configure Date and Time 2. Double click the System Time to edit the date and time, or select the System Time row and select Action > Edit. The Time Settings dialog box displays. 3. Select Manual or NTP. Figure 54 The Time Settings dialog box. a. If you select Manual, enter the current time in the Time field. Enter either 12 hour time values and include AM or PM, or use 24 hour time values. Click the empty Date field. A calendar appears. Select the current date. b. If you select NTP, enter the NTP server information for the Primary NTP Server. If desired, enter the NTP server information for the Secondary NTP Server. 57

58 Configure the BlackPearl Gateway Check if Tapes are Ready to be Used Check if Tapes are Ready to be Used Use the instructions in this section to determine if the tapes are ready to be used by the BlackPearl gateway. From the menu bar, select Status > Tape Management. The Tape Management screen displays. Figure 55 The Tape Management screen. Tapes with a status of Managed are ready for use. Tapes with a status of Managed Format in Progress are currently being formatted. Tapes with a status of Managed Format Pending are queued to be formatted but the format has not yet started. Tapes with a status of Pending Inspection are waiting to be inspected. If tapes have not been inspected automatically, use the instructions in this section to inspect a tape. 1. On the Tape management screen, select the tape you want to inspect, and then select Action > Inspect. The Inspect Tape dialog box displays. Figure 56 The Inspect Tape dialog box. 2. Click Inspect to begin inspecting the tape. 3. Repeat Step 1 and Step 2 to inspect any additional tapes. 58

59 Next Steps NEXT STEPS You are now ready to install and configure your host client or further configure the BlackPearl gateway. If you purchased a solution including a client or plugin from Spectra Logic, go to the Spectra Logic support portal at: support.spectralogic.com and log in to your portal account. If you do not yet have a portal account, click sign up for one now! and follow the instruction to request an account. Once you are logged into the support portal, select Support by Product > BlackPearl to access the client or plugin download files and documentation. To learn more about the BlackPearl gateway, see the Spectra BlackPearl User Guide, particularly the following topics: See Understanding Spectra Advanced Bucket Management Concepts in the Spectra BlackPearl User Guide for information about Spectra S3 and Advanced Bucket Management concepts you need to understand to customize the storage architecture of the BlackPearl gateway. See Operating the BlackPearl Gateway in the Spectra BlackPearl User Guide for information about day to day monitoring and operation of the gateway. See Additional Configuration Options in the Spectra BlackPearl User Guide for information about the additional options that can be configured on the BlackPearl gateway. 59

60 Appendix A Installation Checklist Use the checklist to track the completion of installation steps. Prepare For Installation on page 5 Create a Support Portal Account on page 5 Date Completed Prepare and Place the Rack on page 6 Install and Configure the Spectra T50e Library on page 8 Install the Library in a Rack. on page 9 Remove the Shipping Lock on page 12 Install the Tape Drives on page 13 Connect the Cables on page 14 AutoInstall the Option Activation Keys and Update the BlueScale Software on page 14 Log In to the BlueScale User Interface on page 15 Create a Partition on page 19 Load Data and Cleaning Tape Cartridges on page 20 Configure Network Settings on page 21 Configure Date and Time on page 23 Create Additional Users on page 24 Configure Mail Users on page 27 60

61 Install and Configure the Spectra BlackPearl Gateway on page 31 Install HBAs in the Gateway on page 33 Date Completed Install the Gateway in a Rack on page 36 Connect the Cables on page 42 Power on the Gateway on page 42 Log In to the BlackPearl User Interface on page 43 Enter Activation Keys on page 44 Configure Network Settings on page 46 Activate Hardware Systems on page 47 Set the Default Data Policy for the Administrator on page 48 Create Users on page 50 View S3 Credentials on page 51 Create a Bucket on page 52 Configure SMTP Settings on page 53 Configure Mail Recipients on page 54 Configure Date and Time on page 56 Check if Tapes are Ready to be Used on page 58 61

62 Appendix B Recommended Settings Use the tables below to see the typical settings for many options on both the BlackPearl gateway and associated tape library. Note: While specific settings, like IP addresses, are unique to each installation, following some simple naming and setting conventions make maintenance and troubleshooting simpler and allow for future data merges without the danger of data corruption through duplicate names. Tape Library Typical Settings Item Where to Find Recommended Setting Notes Tape Library Option Enablement Keys In the BlueScale user interface, select Configuration > System. None Option Enablement keys are installed automatically as part of the T50e installation process. See AutoInstall the Option Activation Keys and Update the BlueScale Software on page 14 for more information. Library Name In the BlueScale user interface, select Configuration > System. Consider naming with the format: Device_ Location for example: T50e#1_DC3 See Configure the Library Web Server Settings in the T50e User Guide for more information. Library IP Address In the BlueScale user interface, select Configuration > System > Network Settings. None See Configure Network Settings on page 21 for more information. Mail Users In the BlueScale user interface, select Configuration > System > Mail Users. None Configure for notifications and AutoSupport logs. SMTP address must be configured. See Configure Mail Users on page 27 for more information. Gateway 62

63 Item Where to Find Recommended Setting Notes Partitions Media Lifecycle Management (MLM) Date & Time User Accounts In the BlueScale user interface, select Configuration > Partitions > New. In the BlueScale user interface, select Configuration > Media Lifecycle Management. In the BlueScale user interface, select Configuration > System > Date and Time. In the BlueScale user interface, select Security > Edit Users. Consider naming with format: Function_Library_ Location for example Archive1A_T50e#1_DC3 Automatically create a partition. See Create a Partition on page 19 for more information. Enabled Enabled by default. See Configuring and Using Media Lifecycle Management in the T50e User Guide for more information. None None See Configure Date and Time on page 23 for more information. See Create Additional Users on page 24 for more information. BlackPearl Gateway Typical Settings Item Where to Find Recommended Setting Notes BlackPearl Activation Keys In the BlackPearl user interface, select Support > Activation Keys. S3 Enabled Software Support Enabled Number of S3 SAS drives Number of S3 SSDs Number of S3 SATA drives Number of S3 Tapes BlackPearl Activation Keys are provided based on the number of each type of storage purchased. Add the Activation Keys provided with your sales order as described in Initial Configuration in the BlackPearl User Guide. BlackPearl System Name In the BlackPearl user interface, select Status > Hardware > Edit. black_pearl See Edit the System Name in the BlackPearl User Guide for more information. Management Port IP Address In the BlackPearl user interface, select Configuration > Network. Default is See Configure the BlackPearl Management Port in the BlackPearl User Guide for more information. Data Port IP Address In the BlackPearl user interface, select Configuration > Network. None See Configure Network Settings on page 46 for more information. Gateway 63

64 Item Where to Find Recommended Setting Notes Date & Time In the BlackPearl user interface, select Configuration > Network. NTP Enabled 0.freebsd.pool.ntp.org 1.freebsd.pool.ntp.org NTP recommended. If you want to set this manually, see Configure Date and Time on page 56 for more information. SMTP In the BlackPearl user interface, select Configuration > Network. None Configure to use your local SMTP server, which must be capable of sending outgoing mail. Recommended that you send a test to confirm configuration. See Configure SMTP Settings on page 53 for more information. Online Storage Pool In the BlackPearl user interface, select Configuration > Advanced Bucket Management. Then select Action > New Online Disk Pool. None If your system contains a BlackPearl expansion node, configure the drives as a storage target. See Create Online Disk Pool in the BlackPearl User Guide for more information. BlackPearl Cache Management In the BlackPearl user interface, select Configuration > Advanced Bucket Management. Then select Action > Manage Cache and Online Disk. 10 or 20 drives in cache, configured in Performance mode. Making a change requires a reboot. See Configure the Cache in the BlackPearl User Guide for more information. Unused SAS drives are available for Online disk pools. Nearline Storage Pools In the BlackPearl user interface, select Configuration > Advanced Bucket Management. The gateway assigns a unique pool name when it creates the pool. If your system contains an ArcticBlue expansion node, the storage pool(s) display automatically. See Disk Partitions in the BlackPearl User Guide for more information. Disk Partitions In the BlackPearl user interface, select Configuration > Advanced Bucket Management. Consider naming with the format: Type_Usage, for example: Online1_Staging New disk partitions can be created from existing storage pools (see Online Storage Pools and Nearline Storage Pools, above). See Create a Disk Partition in the BlackPearl User Guide for more information. Tape Partitions In the BlackPearl user interface, select Configuration > Advanced Bucket Management. Consider naming with the name used in the library: Function_Library_ Location for example Archive1A_T50e#1_DC3 When the gateway detects a new tape partition in a tape library, it automatically configures a tape partition. See Tape Partitions in the BlackPearl User Guide for more information. Gateway 64

65 Item Where to Find Recommended Setting Notes Storage Domains In the BlackPearl user interface, select Configuration > Advanced Bucket Management. None At a minimum, there should be one storage domain for each partition, plus another if you want a second copy on tape, or an eject copy. First tape copy should use Performance mode unless you need bucket isolation to keep tape(s) exclusive to a bucket. If used for tape ejection, the second copy should be configured in Capacity mode. Disk storage pools should be configured in Capacity mode. See the BlackPearl User Guide for more information. Data Policy In the BlackPearl user interface, select Configuration > Advanced Bucket Management. Consider naming with details on the policy rules, for example: single tape plus eject copy Default data policies are automatically created depending on the types of storage present on the BlackPearl gateway. Special policies can be created for multiple copies on different types of media and configured for automatic expiration over time. For a basic single copy to tape, no modifications are required. See the BlackPearl User Guide for more information. Gateway 65

66 Item Where to Find Recommended Setting Notes Users In the BlackPearl user interface, select Configuration > Users. None User designates access to buckets, not BlackPearl user interface login. A default data policy must be set for a User. This can be changed when a bucket is created, but is used as the default data policy when a bucket is created outside of the BlackPearl user interface. After creating a User, select Action > Show S3 Credentials to display the S3 credentials of the user. These credentials are needed in the setup of an external client or plugin. See Create Users on page 50 and View S3 Credentials on page 51 for more information. Buckets In the BlackPearl user interface, select Configuration > Advanced Bucket Management. None At least one bucket must be created to use the BlackPearl gateway for data storage. Different buckets can have different data policies. See Create a Bucket on page 52 for more information. Tapes In the BlackPearl user interface, select Status > Tape Management. None After adding tapes to the tape library, make sure they are listed as Managed in the Tape Management screen. See Chapter 6 Working with Tape Libraries and Media in the BlackPearl User Guide for more information. Gateway 66