Installation Guide for Microsoft Hyper-V Egnyte Inc. 1890 N. Shoreline Blvd. Mountain View, CA 94043, USA Phone: 877-7EGNYTE (877-734-6983) www.egnyte.com 2013 by Egnyte Inc. All rights reserved. Revised January, 2014
Table of Contents Introduction... 3 Summary... 3 Using this Document... 3 How does Storage Sync Work?... 3 High Speed LAN Access to Files... 4 Access Permissions... 4 Work Locally, Access Globally... 4 Bi-directional Sync... 4 Policy-based Sync... 4 Redundancy... 5 Storage Sync Installation... 5 System Requirements... 5 Installation Steps... 6 Deploying the Storage Sync for Hyper-V... 7 Starting Storage Sync for Hyper-V... 16 Configure Storage Sync for Hyper-V... 17 Active Directory Integration... 20 Configure Storage Sync for Hyper-V... 22 Connecting to Storage Sync Appliance... 24 Best Practices for Daily Usage... 25 Best Practices for Deploying Storage Sync with Data Migration... 28 2
Introduction This document is a guide describing technical details and best practices for installing and deploying Egnyte Storage Sync on Microsoft s Hyper-V server. Storage Sync is Egnyte s hybrid file-sharing and collaboration technology. With Egnyte Storage Sync, files on any local storage device (direct attached, NAS or SAN) can be synced with Egnyte Cloud, thereby enabling users to store, share and access from anywhere and with any device. Storage Sync bi-directionally syncs files and folders between the local storage device and Egnyte Cloud. Egnyte Storage Sync for Hyper-V is deployed as a virtual machine on your Windows Hypervisor manager. Business files can be stored either locally inside the virtual machine or can be mounted inside the virtual machine if there is an existing SAN disk. Storage Sync exports a network share (CIFS share) that local users can connect to through a mapped drive on their local end-points. Remote users can work on shared files and folders in this share by accessing the Egnyte Cloud. Summary The best practices implementation guide details steps providing best practices to deploying the Egnyte Storage Sync solution for Hyper-V. Using the Egnyte Storage Sync product allows for IT to deploy a local file server, providing fast access to files for users with the benefit of having all files synchronized to your Egnyte cloud. Using this Document This document has been created to apply to the widest possible audience. Where appropriate, for instructional purposes, prescriptive examples have been included. The infrastructure guidelines provided in this document are suggestions and might not align exactly with the customer s infrastructure and requirements. The aim of the document is to simplify the common configuration steps where possible. How does Storage Sync Work? Storage Sync for Hyper-V is a virtual appliance and runs on a range of supported host machines on the Microsoft Hyper-V platform. For companies looking to run Egnyte on desktop/office server class products, Storage Sync can operate on Windows 2008 and Windows 2012 with Hyper-V installed. For companies looking to run Egnyte on data center/enterprise class server products, Egnyte can run on VMware ESX/ESXI/Server class products. For more details on VMware products, please check their website. 3
High Speed LAN Access to Files Storage Sync allows users to access the files directly from the local device. Users simply connect to the device using a familiar mapped drive interface. Access Permissions With Storage Sync, all access permissions are synchronized from the Egnyte Cloud to the local device. This ensures that user access files locally with the same level of security as they would on Egnyte Cloud. For example, a user who has Read-Only permissions on a folder in the local storage device would not be able to modify or delete files in that folder in Egnyte Cloud. No additional directory service will be required to establish this access security. Work Locally, Access Globally When users are in the office, they can access files on the local device. However, when users are out of the office, they can access files from the Egnyte Cloud. Similarly, users who work from remote locations can also access the files directly from the Egnyte Cloud. Bi-directional Sync Storage Sync will also keep the data on the local device and the data on the Egnyte Cloud synchronized. Administrators can choose to setup an appropriate synchronization schedule based on their business needs. This ensures that data from the local device is made accessible to remote users accessing the Egnyte Cloud and vice versa. Policy-based Sync 4
Storage Sync 10.0 introduces a rich set of features that allows IT to configure and prioritize large business data that gets synced. Administrators can configure their sync to prioritize specific types of files over other files. Files can be prioritized either by their MIME type (e.g..doc,.ppt) or by their last modified time. Additionally certain files based on MIME type can be excluded from sync. Policy-based sync enables IT to configure sync in a way that best suits their business needs. Redundancy Since the data from the local device is automatically synchronized to the Egnyte Cloud, the Egnyte Cloud serves as a redundant data store in case the local device fails. It alleviates the need for RAID configuration or other backup procedures for the local data. Should Storage Sync device become corrupted, a new virtual instance can be deployed, and the data from the Egnyte Cloud can be resynchronized. Storage Sync Installation Download the Storage Sync Template and Install Guide that applies to your Hyper-V version. To learn more about Microsoft Hyper-V offerings, click here. To download the latest version of the Storage Sync, please contact Egnyte Support. System Requirements Operating Systems: Storage Sync for Hyper-V has been certified to work on the following host operating systems. Windows Server 2008 Windows Server 2008 R2 Windows Server 2012 Windows Server 2012 R2 Note: Hyper-V role on Windows is supported only on x86-64 variants of Windows. If your Windows machine hosts a Windows Server 2008 or Windows Server 2008 R2 operating system, please download Storage Sync for Hyper-V 2008. If your server hosts Windows Server 2012 or Windows Server 2012 R2, please download Storage Sync for Hyper-V 2012. Memory and CPU: We have tested and certified Storage Sync for Hyper-V on systems with Intel processor cores. For more information about optimizing performance of your host platform for Hyper-V, please click here. We recommend that you allocate 4 GB RAM and 2 processor cores for optimal functioning of Storage Sync for Hyper-V. Network Settings: 5
Microsoft recommends multiple Network Interface Cards (NIC) to be installed on the Hyper-V host machine. It is also recommended that your Hyper-V gets associated with a dedicated physical NIC card. We have seen a few recommendations and blog posts from Microsoft Hyper-V to disable TCP offloading for the Hyper-V VM s associated NIC card to enhance Hyper-V network performance. We recommend that you consult with Microsoft Support before making such changes. Disk Allocation: There is a maximum storage of 6 TB per each instance of Storage Sync. Storage can be allocated in increments of 2 TB up to the 6 TB limit. We recommend deploying multiple Storage Sync VMs if you need to access more than 6 TB of storage at a specific office location. 4GB RAM, 2 Processor Storage Sync System Limits Cores 8GB RAM, 4 Processor Cores Maximum Number of Mapped Users Up to 500 Up to 2000 Maximum Number of Files on Local Disk Up to 2,000,000 Up to 5,000,000 Concurrent Users Accessing the Local Share Up to 25 Up to 50 Please note that these figures are approximations; sync times can vary greatly depending on factors like file size. For assistance with configuration of the Storage Sync device, please contact a Professional Services representative. Update Anti-virus Exclusion List Some anti-virus software applications such as TrendMicro AV and Forefront prevent deployment of virtual machines as part of its default security settings. Please configure your anti-virus software on your Windows host to exclude VHD and XML file types. Please click here to learn more about the effects of anti-virus software on Hyper-V configuration. Best Practices for Physical Servers Hosting Hyper-V Please take a look at this Microsoft s technical article for best practices for enabling Microsoft Hyper-V role on Windows Server. Installation Steps 6
Deploying the Storage Sync for Hyper-V 1. Extract the ZIP file for the Storage Sync for Hyper-V 2. Copy the system.vhd file into the path of the Virtual Machine Hard Drive 3. Launch Hyper-V Manager 4. Click on the Hyper-V Host Machine you will be deploying Storage Sync and click on New and select Virtual Machine i. 5. Click on Next 7
6. Type in a name for the Storage Sync Instance and select a path for the configuration folder or leave it as default and click Next 7. Select Generation 1 and click on Next 8
8. Input startup memory and click Next. Please refer to Memory Requirements section in link. 9. Select an externally routable connect in the Network Connection and click Next 9
10. Select Use an existing virtual hard disk and Browse to the path where you saved the system.vhd and click Next 11. Click Finish to start creation of the Virtual Machine 10
12. After creation of a new Virtual Machine and click on Settings for the Virtual Machine 13. Highlight Memory increase Memory allocation in accordance to the Storage Consideration 11
14. Once the virtual machine (VM) has been successfully deployed, you must attach at least one extra Hard Drive to the VM. This hard disk will act as the storage volume for your Storage Sync. The hard disk type must be SCSI, and the recommended size of the disk is the amount of data that will be stored on this Storage Sync. Highlight SCSI Controller and click Add 12
15. Click on New and click Next Depending on if you re running Hyper-V 2012 or 2008 this option may not appear as a selection Select VHD and click Next 16. Select Disk Type and click Next (Note: Please refer to Microsoft TechNet article for more information about Planning for Disks and Storage) 13
17. Type in name for Disk and the location you wish to put the VHD and click Next 18. Select the Size of the VHD. a. There is a total storage maximum of 6 TB per instance of Storage Sync that you deploy; storage can be allocated in increments of 2 TB up to this 6 TB limit. We recommend deploying multiple Storage Sync VMs if you need to access more than 6 TB of storage at a specific office location. 14
When deploying multiple virtual hard drives, please consider hardware performance of each virtual hard drive. Please take into consideration of your current LUN/RAID structure or your current infrastructure. It might be prudent to segment the Virtual Disks to maximize I/O performance on your current LUN/RAID stacks. 19. Click Finish to create the VHD 20. Click Finish to bring you back to Hyper-V Manager 15
Starting Storage Sync for Hyper-V 1. As the VM starts up, it should recognize your newly added storage, and create a file system on it. You can observe the progress of the VM on the console. 2. If your host network does not have DHCP enabled, the VM may fail to get an IP address dynamically. In this case, you will need to assign it a static IP address as detailed in step 3. 3. Once Storage Sync has started up, click Connect. You will be presented with a console, from where you can log in to Storage Sync. 4. In the Console tab, you will be presented with IP address to launch Storage Sync. 16
Configure Storage Sync for Hyper-V 1. Once an IP address is obtained for the Storage Sync Virtual Appliance, log into any browser using http://ipaddress:8806 We recommend using Chrome, Firefox, Safari or Internet Explorer in compatibility mode. You will be presented with a login page to enter the default credentials below. username: root password: egnyteelc 2. If you are an existing Egnyte user, click on Yes, I have an account and skip to step 4. If you do not have an Egnyte account, click on No, I don t have an account to sign up. 3. New Users can sign up using the Egnyte trial registration 17
4. You will be presented with the Virtual Appliance Configuration screen. Read the instructions and click Configure Storage Sync. You will receive a notification for an untrusted connection. Depending on which browser you are running, you may be asked to Proceed Anyway, Continue to this website, or I understand the Risks to continue 5. You will be presented with a login page to enter the credentials below. username: root password: egnyteelc 18
6. Verify the System Information settings and adjust the appropriate Time Zone of the Storage Sync location. a. Please ensure you have setup the proper timezone setup, to ensure time synchronization of Storage Sync and your Active Directory 7. Configure Network by clicking on Network, then Address. From the drop down select Static. Input the appropriate IP settings into the fields. a. If you will be installing AD Integrations Kit, you will require Static IP configurations. To learn more about AD Integrations Kit, you can click here. b. For ease of access to end users, you may want to create an A record in DNS so users can easily connect to the Storage Sync device without needing to remember the IP address. 8. If you are not integrating with AD, you need to create local users that correspond to your Egnyte users by clicking on Users > Add Users. We recommend using identical usernames as the usernames on Egnyte s Egnyte Cloud (CFS). Users will use these credentials to connect to the local share and the CFS. Clicking on List Users will show you the list of local users on the VM, and allow you to make changes to them. 19
Active Directory Integration This section provides directions of connecting the Storage Sync for Hyper-V to connect to your current Active Directory. If you don t have an Active Directory configured in your environment, you may skip to Local User settings. To configure the VM to perform user authentication against an existing Active Directory (AD) domain, please perform the following actions. 1. Click on Users, and then click on Security Mode. Select AD and click on Save Settings. Note: Once you save the settings, you may notice the User sub-tab will disappear from view. 2. Click on Configure Storage Sync tab and click on the button under Actions to Continue Configuring Storage Sync. If prompted to leave the page, click on Leave this page 20
3. Provide Login Credentials to log into Egnyte Cloud. 4. In order to join the Storage Sync device onto your Active Directory, you are required to complete the NetBIOS Domain Name, Domain Name (FQDN), Domain Controller, LDAP Port, and Domain Admin credentials. 21
Configure Storage Sync for Hyper-V 1. Enter the Egnyte Cloud username, password, and domain. You will need to enter the Egnyte administrator credentials here. If your browser pops up an alert to authenticate as the VM administrator, enter Username: root and Password: egnyteelc. This is to ensure that only the administrator may access the sync settings page. After entering your Egnyte account information, follow the next three steps to sync files from CFS to Storage Sync. a. Select the Folders and click on Configure Folders. Select the folder(s) that you wish to synchronize from the Egnyte Cloud. You must select at least one folder to continue. 22
b. Start the initial synchronization by selecting Home and click on Synchronize Now. The initial synchronization pulls down folders and files from your Egnyte Cloud, and sets permissions on them accordingly. If Storage Sync VM already contains a copy of the cloud data, this process is completed much faster. After the synchronization starts, the progress of the sync will be displayed on the Home page. Once the initial synchronization has completed, your users can now access the network share from the VM. 23
Connecting to Storage Sync Appliance 1. For PC users, open My Computer, and click on menu item Tools > Map Network Drive. The folder name to be used is: \\VM.IP.ADDRESS\ELC 2. For Mac users, open Finder, and click on menu item Go > Connect To Server. The location to be used is: smb://vm.ip.address/elc 3. You will be presented with an authentication window to access the share. Enter either your AD credentials or Egnyte username and password and click OK. 24
Best Practices for Daily Usage Egnyte Storage Sync can be deployed on a number of different storage platforms; this guide is specifically focused on the use of Hyper-V deployments. Best Practices Per Device recommendations Shared Folders Using Storage Sync management page, select only folders within /Shared that are required on Storage Sync based on sizing. Private Folders Select based on user s request. Keep Private folders that are not required locally unchecked. Permissions Grant RO (Read Only) permissions at parent level folders. Grant RWD (Read, Write & Delete) on folders within parent folders. Example: /Shared/Creative folder all creative users have RO permissions. In /Shared/Creative/Customer1 all creative users have RWD permissions. Moves Schedule Large moves of folders within a maintenance window. Folders that contain more than 40k will cause system performance degradation. Schedule these types of actions after business hours Deletes Schedule Large deletes of folders within a maintenance window. Files and folders larger than 40k will cause system performance degradation. Schedule these types of actions after business hours Sync Sync should be configured for real time allowing files and folder changes to be moved into the cloud at the quickest rate. Exception is when in a data migration situation. 25
Rescan Sync The following action(s) may cause a Rescan Sync process to initiate on the Storage Sync Device: 1. CFS folder merge 2. CFS restore from trash 3. CFS more than 40k events 4. CFS folder copy operations 5. Any folder operations that would fail during sync 6. Any operation that causes the DM to miss events (seen in dm.log) 7. Any dm crash or time out (120 minutes) 8. Any rename folder events or folder delete events when there are more than 250k events in the system 9. Local Disk space is critically low (0%) How to reduce System Rescans A rescan is an event that requires the Storage Sync product to scan the local file system reading into a flat file list all files and folders that exist locally. To reduce the rescan of the system please refer to the best practices on Moves and Deletes section. Large files Users who need to create new large files (1GB-5GB) need to be separated from users who work on small files. Separation can be done a number of ways. Option1: Create ELC just for the users with large files Option2: Teach users to use FTP to Egnyte for these large files In either option make sure that the folder that users are pushing large files into Egnyte is not checked for Sync on other ELC devices. Restart and shutdown To Shutdown or restart your Storage Sync device, navigate to the URL https://<storagesyncip>:5480/#system.info enter in your login details. On the right hand side of this page you will see a button to restart and shutdown 26
Networking In any production environment a Static IP is recommended. For initial setup DHCP is required for initial configuration of the Storage Sync device Upgrading Egnyte will occasionally publish updates to the Storage Sync appliance. When performing any upgrade it is recommended to only upgrade the device during a maintenance window. Usually this entire upgrade process takes less than 30 minutes User Mapping Best practices In most cases it is recommended to filter users by OU or Security group at the Storage Sync device when using AD to reduce the number of possible users. This will improve the overall time to map new users and when performing auto mapping functionality 27
Best Practices for Deploying Storage Sync with Data Migration Note: Please follow these steps in order until completion for each site and migration. Skipping, changing the order or method is not recommended without consulting with Egnyte First. Task Day Details for sites Install Storage Sync/Integrate Storage Sync to Active Directory/ Map all users. 1.1 0 Set sync schedule to No scheduled synchronizations Select single /Shared/Officename folder in Shared and Sync manually 1.2 1 Using Sync Back Pro (Windows) or Carbon Copy Cloner (MAC) copy exact data onto Storage Sync /Shared/Officename folder path 1.3 2 Start copy to External Hard Drive using Sync Back Pro/Carbon Copy Cloner Follow Data Migration Guide for the current migration process 1.4 3-4 Monitor the data copied to Storage Cloud 1.5 3-4 Monitor the data copied to USB 1.6 5 Mail portable drive to Egnyte Follow Data Migration Guide for the current migration process 1.7 5 Users continue to access files from original (Windows) file server (Not ELC) 1.8 15 Egnyte Data Migration is complete 1.9 16 Run an FFS Force Full Sync on ELC (http://ipaddress:8806/do_force_full_sync) 28
1.10 18 Enable Real Time Sync on Storage Sync 1.11 18 Disable share on old file server (Windows) 1.12 18 Copy from Source (Windows) to Storage Sync using Sync Back Pro for the changes and differentials 1.13 19 Ensure initial synchronization has completed with all captured changes 1.14 19 Map Users to Storage Sync device on their Windows/Mac computers 1.15 20 Go Live On Storage Sync & Cloud i 29