HPE 3PAR File Persona on HPE 3PAR StoreServ Storage with Veritas Enterprise Vault
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1 HPE 3PAR File Persona on HPE 3PAR StoreServ Storage with Veritas Enterprise Vault Solution overview and best practices for data preservation with Veritas Enterprise Vault Technical white paper
2 Technical white paper Contents Executive summary... 3 Introduction... 3 Solution overview... 3 Solution components... 4 HPE 3PAR StoreServ Storage... 4 HPE 3PAR File Persona... 5 Veritas Enterprise Vault... 6 Configuration guidance for the solution... 6 HPE 3PAR File Persona configuration... 6 Veritas Enterprise Vault configuration... 8 Best practices and recommendations Veritas partner certification Summary Resources and additional links... 13
3 Technical white paper Page 3 Executive summary As unstructured data continues to grow, organizations need to find ways to effectively manage their content to make meaningful use of their data and to satisfy important legal and regulatory requirements. In addition, protecting increasing amounts of data while keeping costs under control is critical. Businesses today are concerned about the costs of archiving important data from multiple data sources, especially missioncritical servers. Together with Veritas, Hewlett Packard Enterprise delivers an enterprise data preservation and retention solution on HPE 3PAR StoreServ Storage with its scalability, high availability, and versatility. Capacity-enhanced file shares configured for HPE 3PAR File Lock are used to securely preserve data generated by primary workloads. These file shares provide consistent data preservation and retention with automatic migration of data to an archive, and simplify information governance and management. Capacity-enhanced file shares and performance-enhanced block volumes can reside side by side on the same HPE 3PAR StoreServ array, leading to storage cost savings and simpler management. Target audience This white paper is intended for solution architects, engineers, sales representatives and others interested in understanding the features and components of an HPE 3PAR StoreServ Storage and Veritas Enterprise Vault solution. Introduction Enterprises are experiencing rapid growth in unstructured and semi-structured data. With the increase in the volume of application data comes an increase in the need for policy-based archiving and retention of that data. HPE 3PAR StoreServ together with Veritas Enterprise Vault provides a simplified approach to data preservation and file retention. Veritas Enterprise Vault software is an industry-leading solution for content archiving. The software enables users to maintain business records from multiple file servers with a single solution. It also allows users to block unwanted or inappropriate content, free up space on the file servers, reduce overall storage requirements, and keep all content fully searchable and instantly accessible to the end user or the wider organization. With an option to retain multiple versions of the same file or document, user-driven recovery of specific content can help significantly reduce administrative overhead. The combination of HPE 3PAR StoreServ and Veritas Enterprise Vault is ideal for a variety of archive scenarios, including mailbox management, archiving, consolidation of PST and NSF personal files, and archiving content from file shares, collaboration, and social media applications. Veritas Enterprise Vault applies retention and expiration policies for content archiving, so information is securely retained on HPE 3PAR StoreServ with File Persona. This solution provides virtually unlimited scalability, enabling customers to archive content from new information sources as business needs change. Solution overview Using Veritas Enterprise Vault for archiving with HPE 3PAR StoreServ helps utilize storage more efficiently and lower the total cost of storage. The key benefits of using Veritas Enterprise Vault and HPE 3PAR StoreServ together for data protection and file retention are: Reduce complexity while delivering consistent data protection and retention across any system, device, or data type Protect critical data from accidental deletion or malicious alteration Provide data retention for any period of time Figure 1 shows the architecture for using File Persona on HPE 3PAR StoreServ Storage with Veritas Enterprise Vault.
4 Technical white paper Page 4 Figure 1. Enterprise information archive architecture with HPE 3PAR StoreServ File Persona and Veritas Enterprise Vault Solution components HPE 3PAR StoreServ Storage HPE 3PAR StoreServ offers a scalable and efficient primary storage platform that reduces energy use, equipment needs, and overhead costs. By consolidating hundreds or thousands of virtual machines on a single storage system, HPE 3PAR is designed to be extremely efficient in every way. Receive all the benefits of flash storage without the compromises with HPE 3PAR StoreServ. Whether you are a midsize enterprise experiencing rapid growth in your virtualized environment, a large enterprise looking to support ITaaS, or a global service provider building a hybrid or private cloud, HPE 3PAR StoreServ Storage enables you to meet business needs with at least 50% less capacity. Figure 2 shows the HPE 3PAR StoreServ Storage family. See HPE 3PAR StoreServ Storage for more details.
5 Technical white paper Page 5 Figure 2. HPE 3PAR StoreServ Storage Family HPE 3PAR File Persona HPE 3PAR File Persona provides a rich set of file protocols and core file data services on HPE 3PAR StoreServ systems. HPE 3PAR File Persona inherits one of the industry-leading architecture and Block Persona benefits of HPE 3PAR StoreServ. It extends the spectrum of primary storage workloads natively addressed by HPE 3PAR StoreServ from virtualization, databases, and applications via the Block Persona to the following workloads via the File Persona all with truly Converged Controllers, truly agile capacity, and truly unified management. Home directory consolidation for physical desktops and VMware Horizon virtual desktops Group and department shares Corporate shares Content management and collaboration Data preservation and governance (structured data optimization with HPE Structured Data Manager, unstructured data governance with HPE Storage Optimizer and HPE ControlPoint) Retention of business records with HPE Content Manager Video surveillance (see the SPOCK support matrix at for further details on vendor support) Real-time business analytics for scale-out SAP HANA shared infrastructure Select custom cloud applications via the Object Access API HPE 3PAR StoreServ File Lock Protecting critical data from accidental deletion or malicious alteration is a key requirement for most organizations today. To support this, HPE 3PAR File Persona provides File Lock for data immutability and provides data retention for any period of time as required by legal statute or internal governance. File Lock can be enabled on either a Virtual File Server (VFS) or file store level. For a full explanation of the File Lock feature, see the Technical overview of HPE 3PAR File Persona Software at The HPE 3PAR File Lock feature is managed via the Data Retention settings in the HPE 3PAR StoreServ Management Console (SSMC), or from the CLI using the following commands: setfsarchive showfsarchive startfsarchive
6 Technical white paper Page 6 stopfsarchive removefsarchive For more details on these commands, see the HPE 3PAR OS Command Line Interface Reference at Veritas Enterprise Vault As an industry-leading solution in information archiving, Veritas Enterprise Vault enables organizations to easily and effectively store and manage unstructured information from key business platforms such as Microsoft Exchange, Microsoft SharePoint, and file servers. Users can then discover and retrieve this information efficiently through the use of robust search capabilities. Veritas Enterprise Vault can deduplicate information at the source, as well as allow users to move infrequently accessed information into a centralized archive. This reduces the need for primary storage capacity and streamlines backup and recovery by reducing the volume of application data to be backed up. Veritas Enterprise Vault writes archive content to an SMB share provided by HPE 3PAR File Persona and configured for File Lock data retention. After Veritas Enterprise Vault verifies that the data has been successfully written to the archive, the original files in the source location can be replaced with shortcuts pointing to the archived copy if the Vault Stores are configured to remove original items. Replacing archived files with shortcuts frees up primary storage on user computers and target application servers, minimizing primary storage costs but still keeping archived files accessible. To provide fast and efficient searching of archived data, Veritas Enterprise Vault creates an index for each item as it is archived. Veritas recommends these index entries are stored locally on a dedicated drive of the Veritas Enterprise Vault server for best performance. As items are added to or deleted from the archive, associated index entries are added to or deleted from the index. When a user performs a search for an item in an archive, Veritas Enterprise Vault searches the index, not the actual archive. A Microsoft SQL Server database is used to store information necessary to configure and manage the services and processes running on the Veritas Enterprise Vault servers. For best results, this database should be located on a separate server. Multiple Veritas Enterprise Vault servers can use the configuration information from the same database; there is no need for each Veritas Enterprise Vault server to have its own SQL Server database. Veritas Enterprise Vault allows users to define granular retention and expiration policies on a per-file basis from one day to forever. Retention periods greater than 100 years require an additional operation in HPE 3PAR File Persona to activate Legal Hold. These policies are then enforced by HPE 3PAR File Persona file shares that are configured for File Lock data retention. As Veritas Enterprise Vault monitors the archives, it allows items to be deleted when the retention period expires. Any premature deletions from the application will be denied and a corresponding entry added to the Enterprise Vault event log. This combined solution provides data immutability, which is required for organizations to meet data retention and ediscovery requirements. Configuration guidance for the solution To configure this solution, HPE 3PAR File Persona must be configured first. After the file share is in place and configured for File Lock data retention, Veritas Enterprise Vault can be configured. HPE 3PAR File Persona configuration Create an SMB File Share in HPE 3PAR File Persona, and configure it for Data Retention. This share is used to create a new partition in the Vault Store of Veritas Enterprise Vault. Data written to this partition, which maps to the destination file share in HPE 3PAR File Persona, is sent over an IP network. It is essential to set the parameters of the Data Retention Policy in HPE 3PAR File Persona correctly to prevent conflicts with the desired retention settings in the Veritas Enterprise Vault retention policies. Set the default, minimum, and maximum retention periods as follows: File Lock mode: Enterprise Default retention period: 0 (meaning there is no default value) A default retention period of zero (no default) is required so that Veritas Enterprise Vault can manage the retention periods based solely on the values specified in the Enterprise Vault retention policies
7 Technical white paper Page 7 Min retention period: <as desired> for example, one day Typically something much smaller than the retention period specified in Veritas Enterprise Vault s retention policies If the retention period requested in the retention category of Veritas Enterprise Vault is less than the minimum specified in the Data Retention Policy on HPE 3PAR File Persona, the minimum retention specified in the HPE 3PAR File Persona Data Retention Policy will override the value requested by Enterprise Vault. Max retention period: <as desired> for example, 100 years Typically something larger than the retention period specified in Veritas Enterprise Vault s retention policies If the retention period requested in the retention category of Veritas Enterprise Vault is greater than the maximum specified in the Data Retention Policy on HPE 3PAR File Persona, the maximum retention specified in the HPE 3PAR File Persona Data Retention Policy will override the value requested by Enterprise Vault. 100 years is the maximum period supported for normal retention in HPE 3PAR File Persona. If an infinite retention period is needed, it requires a separate operation in SSMC to set Legal Hold. Autocommit period: 0 (Autocommit is turned off) Autocommit is not needed, because the retention policies in Veritas Enterprise Vault specify the retention period for all content written to the file share. To set the parameters for Data Retention as described above, select Advanced Options when creating a Virtual File Server (VFS) or File Store, and expand Data Retention Policy under Additional Settings as shown in Figure 3.
8 Technical white paper Page 8 Figure 3. Configuring data retention settings in SSMC Veritas Enterprise Vault configuration When creating a new Vault Store Partition, select HPE 3PAR File Persona from the drop-down menu for storage type in the New Partition wizard as show in Figure 4. For more information about the options on each tab, see the online help.
9 Technical white paper Page 9 Figure 4. Select HPE 3PAR File Persona in the New Partition wizard After specifying the network path to the folder to be used, check the checkboxes for Device stores data in 3PAR File Shares in File Lock mode and Device allows retention periods to be updated as shown in Figure 5. This establishes the path to the HPE 3PAR File Persona file share and its characteristics in Veritas Enterprise Vault. Figure 5. Specify the storage settings for HPE 3PAR File Persona in the New Partition wizard When prompted in the New Partition wizard for how to check whether items have been secured, you must select the option to Check for a trigger file as shown in Figure 6. HPE 3PAR File Lock does not allow modification of any metadata after a file has been protected, including setting or clearing the archive attribute on a file. Therefore, checking for the presence of a trigger file is the only supported means for Veritas
10 Technical white paper Page 10 Enterprise Vault to determine that items have been secured. The trigger file is created by the archive application or post-archive script, not by Enterprise Vault. For details on how to use a trigger file, see TECH35610 on the Veritas website. Figure 6. Specify Check for a trigger file in the New Partition wizard To reclaim disk space on primary storage, the Vault Store in Veritas Enterprise Vault should be configured to Remove original items as shown in Figure 7. The behavior of safety copies can be set as desired based on the needs of the user or organization. Figure 7. Specify Remove original items when creating the Vault Store
11 Technical white paper Page 11 Restoring preserved data from the archive Content can easily be accessed from the archive location using the browser-based Enterprise Vault Search function, or directly in the file system of the content s source location. To restore a file via Enterprise Vault Search: 1. Enter into the address bar of a browser window. 2. Select the appropriate archive destination from the File menu on the left, then select the file to be restored from the pane on the right. 3. Right-click the file to be restored, and select Copy to File System Original Location as shown in Figure 8. Figure 8. Restoring preserved files with Enterprise Vault Search To restore a file via the file system after it has been archived and converted to an Internet Shortcut, simply double click the Internet Shortcut for the file in the source location. Select Open or Save in the dialog box, and the original file will be retrieved. Optionally, archived files can be replaced with a placeholder shortcut. A placeholder shortcut has the same file extension as the file to which it is a shortcut, and behaves exactly as the original file. To restore a file that has been archived and replaced with a placeholder shortcut, simply open the placeholder, and the original file is retrieved automatically. Best practices and recommendations Veritas strongly recommends using a two-server Veritas Enterprise Vault configuration for high availability and for improving the performance of archiving tasks. Veritas Enterprise Vault requires a Microsoft SQL Server database for configuration information. Install the database on a separate server to avoid resource conflicts. Run the archiving task on a regular schedule that conforms to the needs of the organization and places network activity related to data preservation during periods of lower system and network utilization. To maximize performance, it is important to use the fastest available IP connections. If possible, the IP network between the Veritas Enterprise Vault servers and the file shares on HPE 3PAR File Persona should be a dedicated network, separate from the management network. The connections to HPE 3PAR File Persona should be on the same physical LAN segment as the client servers to reduce network latency and maintain optimum performance of the data preservation operations. Veritas Enterprise Vault archives files individually to the archive destination file share, and sets the Read-Only attribute and retention period of the file at the time it is written to the file share on HPE 3PAR File Persona. To set the retention period of a file, Veritas Enterprise Vault sets the Date Accessed file attribute when the archived file is written to the file share. It is required to use both the Data Retention Policy in HPE 3PAR File Persona and the Veritas Enterprise Vault retention policy settings to properly manage data preservation. The default retention period in the HPE 3PAR File Persona Data Retention Policy must be set to zero, because Veritas Enterprise Vault will set the retention period of files between the minimum and maximum retention periods defined in HPE 3PAR File Persona s Data Retention Policy.
12 Technical white paper Page 12 If the retention period requested by the Veritas Enterprise Vault retention policy is outside the range defined by the minimum and maximum periods defined in the HPE 3PAR Data Retention Policy, the value requested by Veritas Enterprise Vault will always be overridden by the minimum or maximum value defined in the HPE 3PAR Data Retention Policy. To reclaim disk space on primary storage, the Vault Store in Veritas Enterprise Vault should be configured to Remove original items. This will replace the original file in the source location with a shortcut that points to the newly archived file, which is now preserved in the HPE 3PAR File Persona File Share with File Lock enabled. Veritas partner certification Veritas provides a complete test kit for partners to certify their storage devices with Veritas Enterprise Vault. This test kit includes data sets and test cases required to validate both functionality and performance. Upon successful completion of the full test suite, the appropriate test results and log files are sent from Hewlett Packard Enterprise to Veritas for review and approval. Veritas has certified Veritas Enterprise Vault with HPE 3PAR File Persona with File Lock. Summary Rapid data growth is a key challenge for every organization, especially when it comes to unstructured data generated from s, collaboration farms, and social media. To make matters worse, much of this data is retained for regulatory and compliance purposes. The ability to have these applications deployed and their data preserved side-by-side leads to storage cost savings and simpler management. HPE 3PAR StoreServ with File Persona is the ideal solution where applications such as Microsoft Exchange or Microsoft SharePoint can take advantage of performance-enhanced block volumes while data generated from those applications can be preserved on cost-effective and capacity-enhanced file shares. Together with a leading enterprise information archive solution from Veritas, content retention, governance and enterprise search and ediscovery are made much simpler and efficient, leading to consistent data preservation and huge storage cost savings.
13 Technical white paper Page 13 Resources and additional links HPE 3PAR StoreServ Storage best practices guide Technical overview of HPE 3PAR File Persona Software HPE 3PAR OS Command Line Interface Reference HPE 3PAR Command Line Interface Administrator Guide For identifying storage system configuration specifications and compatibility information, go to the SPOCK website at For complete details on using a trigger file, go to the article on the Veritas website at Veritas Enterprise Vault Compatibility List To help us improve our documents, please provide feedback at hpe.com/contact/feedback. Learn more at hpe.com/storage/3parfilepersona Sign up for updates Copyright 2017 Hewlett Packard Enterprise Development LP. The information contained herein is subject to change without notice. The only warranties for Hewlett Packard Enterprise products and services are set forth in the express warranty statements accompanying such products and services. Nothing herein should be construed as constituting an additional warranty. Hewlett Packard Enterprise shall not be liable for technical or editorial errors or omissions contained herein. Microsoft is a registered trademark of Microsoft Corporation in the United States and/or other countries. a en_us, August 2017, Rev. 1
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