CloudBoost. Installation Guide. Version REV 03

Transcription

1 CloudBoost Version 2.1 Installation Guide REV 03

2 Copyright 2016 EMC Corporation. All rights reserved. Published in the USA. Published July 2016 EMC believes the information in this publication is accurate as of its publication date. The information is subject to change without notice. The information in this publication is provided as is. EMC Corporation makes no representations or warranties of any kind with respect to the information in this publication, and specifically disclaims implied warranties of merchantability or fitness for a particular purpose. Use, copying, and distribution of any EMC software described in this publication requires an applicable software license. EMC², EMC, and the EMC logo are registered trademarks or trademarks of EMC Corporation in the United States and other countries. All other trademarks used herein are the property of their respective owners. For the most up-to-date regulatory document for your product line, go to EMC Online Support ( EMC Corporation Hopkinton, Massachusetts In North America CloudBoost 2.1 Installation Guide

3 CONTENTS Figures 5 Tables 7 Preface 9 Chapter 1 Introduction 13 Solution requirements...14 CloudBoost sizing and performance considerations CloudBoost appliance cache sizing Cloud providers supported by CloudBoost appliances...17 Prepare for installing the CloudBoost appliance Firewall port requirements...19 Chapter 2 Deploy the Virtual CloudBoost Appliance on ESX 21 Deploying the virtual CloudBoost appliance on ESX...22 Chapter 3 Deploy the CloudBoost appliance in Amazon EC2 23 Overview of deploying the CloudBoost appliance in Amazon EC Chapter 4 Installing the CloudBoost 100 Physical Appliance 25 Related documentation Viewing documents on the EMC Online Support site...26 Where to go for more information Tools and supplies needed Safety information...28 Description of the system...28 Site requirements...28 System specifications Storage capacity Front panel...30 Back panel...31 Port layout Power supply units...32 Onboard interfaces and LEDs Rear LED status summary I/O modules and slot assignments...34 Internal system components Unpack the system...35 Install the rack brackets Bracket hardware...35 Install the brackets onto the rack Install the system in the rack...39 Install the cable management arm (CMA) Install the bezel...42 CloudBoost 2.1 Installation Guide 3

4 CONTENTS Connecting data cables...42 Powering on the controller...42 Chapter 5 Configure network settings for a CloudBoost appliance 45 Configuring network settings for a CloudBoost appliance CloudBoost 2.1 Installation Guide

5 FIGURES Front panel components Disk and system LEDs...30 Features on rear of chassis Port numbers on back panel Power supply unit LEDs...32 Onboard interfaces and LEDs...33 Top view of SP module (CloudBoost 100 system shown)...34 Top view of SP module with air ducts removed...35 Bracket assembly Bracket assembly adapter screws and orientation marking...36 Gap filler...36 Rear screw caps (for threaded hole racks)...37 Remove front screw caps Rack bracket...38 Attach bracket to front of rack...39 Left captive screw Installing the CMA CMA bracket engaged with rear of rail...41 Adjusting the position of the CMA...41 Cables organized on CMA Front bezel...42 CLI for CloudBoost CloudBoost 2.1 Installation Guide 5

6 FIGURES 6 CloudBoost 2.1 Installation Guide

7 TABLES Minimum and recommended configuration...17 Supported private clouds...17 Supported public clouds...18 Firewall port requirements Additional resources...26 Fundamental features...29 CloudBoost 100 storage capacity Indicator states...31 Indicator status CloudBoost 100 slot assignments CloudBoost 2.1 Installation Guide 7

8 TABLES 8 CloudBoost 2.1 Installation Guide

9 Preface As part of an effort to improve its product lines, EMC periodically releases revisions of its software and hardware. Therefore, some functions described in this document might not be supported by all versions of the software or hardware currently in use. The product release notes provide the most up-to-date information on product features. Contact your EMC technical support professional if a product does not function properly or does not function as described in this document. Note This document was accurate at publication time. Go to EMC Online Support at support.emc.com to ensure that you are using the latest version of this document. Purpose The purpose of this publication is to provide information about installing both the virtual and physical CloudBoost appliance, and performing initial configuration at the command line interface. Audience This guide is part of the CloudBoost documentation set, and is intended for use by system administrators who are responsible for setting up and maintaining backups on a network. Operators who monitor daily backups will also find this guide useful. Revision history The following table provides the revision history for this document. Revision Date Description 03 August 19, July 25, June 30, 2016 Numerous small corrections made throughout the guide based on feedback. Correction to information for adding a route in Configuring network settings for a CloudBoost appliance on page 46. New for CloudBoost 2.1. Provides information about installing both the virtual and the physical CloudBoost appliance and performing initial configuration at the command line interface. CloudBoost integration guides for specific backup products no longer provide information about installing the appliance. Information related to using the EMC Cloud Portal to configure, monitor, manage, and support appliances is in the EMC CloudBoost Administration Guide. Information related to installing and using the clients is in the EMC CloudBoost Client Guide. Related documentation The following EMC publications provide information about CloudBoost. EMC CloudBoost Release Notes Contains information about new features and changes, fixed problems, known limitations, environment and system requirements for the latest release. Preface 9

10 Preface EMC CloudBoost Installation Guide Guide for installing both the virtual and the physical CloudBoost appliance, and initial configuration at command line interface. EMC CloudBoost Client Guide Guide for installing and using the CloudBoost client. EMC CloudBoost Administration Guide Guide for using the EMC Cloud Portal to configure and monitor the appliance. EMC CloudBoost Disk Array Expansion Shelf Installation Guide Guide for installing the disk array expansion shelf for use with the physical appliance. EMC CloudBoost Hardware Component Replacement Guide Guide for customers replacing hardware components for the CloudBoost physical appliance. You may find these publications helpful when integrating CloudBoost with different systems. EMC NetWorker with EMC CloudBoost Integration Guide Guide for integrating EMC NetWorker with EMC CloudBoost. EMC Avamar with EMC CloudBoost Integration Guide Guide for integrating EMC Avamar with EMC CloudBoost. Veritas NetBackup with EMC CloudBoost Guide for integrating Veritas NetBackup with EMC CloudBoost. Where to get help EMC support, product, and licensing information can be obtained as follows. Product information Technical support For product documentation, release notes, advisories, downloads, or troubleshooting information, go to EMC Online Support, at support.emc.com. This information may enable you to resolve an issue before you contact EMC Customer Support. CloudBoost product documentation is also available under Help within the EMC Cloud Portal. Go to EMC Online Support at and click Service Center. You will see several options for contacting EMC Technical Support. To open a service request, you must have a valid support agreement. Contact your EMC sales representative for details about obtaining a valid support agreement or with questions about your account. Online communities Visit the EMC Community Network at for peer contacts, conversations, and content on product support and solutions. Interactively engage online with customers, partners, and certified professionals for all EMC products. Your comments Your suggestions will help us continue to improve the accuracy, organization, and overall quality of the user publications. Send your opinions of this document to mailto:dpad.doc.feedback@emc.com. Please include the following information. Product name and version Document name, part number, and revision (for example, 01) 10 CloudBoost 2.1 Installation Guide

11 Preface Page numbers Topic titles Other details to help address documentation issues 11

12 Preface 12 CloudBoost 2.1 Installation Guide

13 CHAPTER 1 Introduction The CloudBoost appliance is a low cost tape replacement solution. Each appliance can support up to 6 PB of addressable back end storage. The CloudBoost appliance enables backups to public or private cloud storage. CloudBoost decouples metadata from data, which removes a bottleneck for cloud reads and writes. Encryption keys, metadata, and file system information are housed separately from the data. All advanced data services, such as chunking, encryption, inline deduplication, compression, and bulk data transfers are performed separately from storing the metadata. Individual CloudBoost deployments can support only one target object store. When a cloud object store is selected and the CloudBoost appliance is configured, the appliance is locked to that target. To change object storage targets, the appliance must be redeployed. CloudBoost is available as a physical appliance, a VMWare virtual appliance, and a virtual appliance resident in Amazon EC2. The optional local data cache enables faster backup and recovery for the objects that are most recently written to or read from the cloud, and should be used under these circumstances. Bandwidth is low with high latency. You do not have streaming workload or continuous backup. If the local data cache is enabled, data is transferred to the cache before being sent asynchronously to the cloud. If the cache is not enabled, data is written immediately and directly to the cloud. CloudBoost is integrated with EMC Secure Remote Services, which may be enabled to monitor the health of the appliances. Solution requirements...14 CloudBoost sizing and performance considerations CloudBoost appliance cache sizing Cloud providers supported by CloudBoost appliances...17 Prepare for installing the CloudBoost appliance Firewall port requirements...19 Introduction 13

14 Introduction Solution requirements Requirements for the CloudBoost appliance. Virtual machine requirements These are the requirements for the VMWare virtual CloudBoost appliance. ESX 5 or greater 40 GB OS 200 GB (SSD recommended for storage) 8 cores * 32GB of RAM * * Numbers must be doubled if a site cache is used. WAN requirements These are the minimum WAN requirements. >= 10MBits bandwidth <= 100ms RTT latency Installation workflow These are the order of steps you should take when integrating c with Networker, Avamar, or NetBackup. 1. If not already installed, install Networker, Avamar, or Netbackup. 2. Perform all the tasks listed in the Prepare for installing the CloudBoost appliance on page 18 before installing the CloudBoost appliance. 3. Open all the required ports listed in the Firewall port requirements on page 19 section. 4. Install the CloudBoost appliance. 5. Register the CloudBoost appliance in the EMC Cloud Portal. 6. Configure the CloudBoost appliance in the EMC Cloud Portal. For more information, see the EMC CloudBoost Administration Guide. 7. Configure Networker, Avamar, or NetBackup to work with the CloudBoost appliance. For more information, see the following guides EMC NetWorker with EMC CloudBoost Integration Guide Guide for integrating EMC NetWorker with EMC CloudBoost. EMC Avamar with EMC CloudBoost Integration Guide Guide for integrating EMC Avamar with EMC CloudBoost. Veritas NetBackup with EMC CloudBoost Integration Guide Guide for integrating Veritas NetBackup with EMC CloudBoost. 8. Install and configure the CloudBoost client when needed. For more information, see the EMC CloudBoost Client Guide EMC CloudBoost Solution compatibility For a complete list of compatible solutions and their requirements and limitations, see the appropriate Integration guide. EMC NetWorker with EMC CloudBoost Integration Guide Guide for integrating EMC NetWorker with EMC CloudBoost. 14 CloudBoost 2.1 Installation Guide

15 Introduction EMC Avamar with EMC CloudBoost Integration Guide Guide for integrating EMC Avamar with EMC CloudBoost. Veritas NetBackup with EMC CloudBoost Integration Guide Guide for integrating Veritas NetBackup with EMC CloudBoost. CloudBoost sizing and performance considerations You can find information about CloudBoost sizing, performance and requirements here. CloudBoost virtual appliance sizing SSDs are recommended for optimal performance. Sizing for the virtual CloudBoost appliance depends upon whether optional site caching is enabled. If site caching is not enabled, 8 cores with 32 GB of memory is recommended. If site caching is enabled, 16 cores and 64 GB of memory is recommended. The CloudBoost virtual appliance requires a minimum of 100 GB of internal capacity for storing CloudBoost metadata; however, the amount of space provisioned for metadata directly affects the logical capacity addressable by the CloudBoost virtual appliance. The ratio of metadata space to logical capacity is 2000:1. For example, 100 GB of metadata allows the appliance to address 200 TB of logical capacity. Therefore, to address the maximum logical capacity of 6 PB, 3 TB of metadata space is needed. The CloudBoost virtual appliance assumes that the underlying storage is protected. The CloudBoost virtual appliance does not provide protection against a failed virtual data disk. De-duplication and cloud capacity Both the physical and virtual CloudBoost appliances support up to 6 PB of logical capacity using 3TB of metadata disk space. This is the total amount of unique data prior to de-duplication. Based on preliminary test data, CloudBoost expects to achieve a 2x 4x range of de-duplication. Backups of file systems, applications, and databases where file sizes are typically small are expected to achieve close to 2x de-duplication on average. Backups of virtual machines where typical virtual disks sizes are larger could see up to 4x de-duplication. Based on this range of de-duplication, each CloudBoost appliance can support up to 6 PB of logical capacity. That said, proof of concept testing, or testing with up-to-date, real data is recommended. End-to-end bottlenecks WAN bandwidth is expected to be the most common bottleneck. A properly-resourced CloudBoost appliance can saturate a 1 GB/s link with 30 ms RTT latency without hitting any limits within the VM itself. Object store ingest limits are another potential bottleneck. In some cases we reach the objects/sec limit that can be sustained by a single logical container in the object store. Minimum WAN requirements We recommend a minimum bandwidth of at least 10 Mbit/s to the cloud with a maximum latency of less than 100 ms RTT for the CloudBoost solution. Extremely low bandwidth links may result in backup and restore timeouts. CloudBoost caching The optional site cache allows backups to complete quickly over the LAN while trickling more slowly over the WAN. This enables faster backup and recovery for the objects most recently written to or read from the cloud. This persistent cache is flushed and reused as needed during these processes. The ingestion rate for a CloudBoost appliance without site cache enabled has been measured at up to 100 MB/s. The site cache has a 50 MB/s ingestion rate for the 32 TB CloudBoost sizing and performance considerations 15

16 Introduction physical appliance and 25 MB/s ingestion rate for all other appliances, improved by deduplication and compression, depending on the workload. The size of the cache cannot be increased by growing the existing data disk size in vcenter, nor can the size of the cache be reduced. The minimum size of the cache is 200 GB, and it can be increased to up to 6 TB on the virtual appliance by adding additional disks that match the size of the existing site cache disks. The cache is firewall-friendly, in that multiple ports do not need to be opened. Use of the cache is advisable under these circumstances. Weak connection to the object store, where bandwidth is low with high latency, anything less than 200 Mbps (25 Mbit/s) to the cloud store. You do not have streaming workload or continuous backup. Do not use the cache if you get higher ingestion speed when connecting directly to the cloud store. If use a site cache with higher ingestion speeds, your backups will exceed the capacity of the cache. Metadata disk pool In addition to the operating system disk pool, there is a pool for metadata, and an optional pool for the cache. Before starting the appliance, you must ensure that the size of the metadata pool is the correct size. A 100 GB of metadata allows the appliance to address 200 TB of logical capacity. To address the maximum logical capacity of 6 PB, 3 TB of metadata space is needed. If at a later date you need to support a larger logical capacity, you may resize the metadata disk. You have to reboot the appliance in order for the appliance to see the added capacity. Multiple clone sessions For parallelism, we recommend creating multiple AFTD devices under the /mnt/magfs/ base mount point within CloudBoost, and using one clone session per device. One session per device is recommended for optimal performance and de-duplication. Multiple clone sessions to the same device can result in lower de-duplication ratios and longer clone times. CloudBoost appliance cache sizing If you intend to enable the site cache for a CloudBoost appliance, you should change the data disk size before you initially configure the CloudBoost appliance at the CLI. Note 16 CloudBoost 2.1 Installation Guide If you are deploying using the AWS AMI, the use of site cache is not supported. The AMI does not include a site cache hard disk. The CloudBoost appliance arrives with this configuration, which is appropriate when site cache is not enabled. 4-core virtual CPU 16 GB of RAM 41 GB of OS and storage node hard disk 40 GB of metadata store hard disk 10 GB of site cache hard disk However, you can change these parameters in vcenter virtual machine configurations before you begin initial CloudBoost configuration at the CLI. It is recommended that you change these numbers to the appropriate levels based upon the amount of data you plan to backup.

17 Introduction Table 1 Minimum and recommended configuration Minimum configuration 4-core virtual CPU Recommended configuration 16-core virtual CPU 16 GB of RAM 64 GB of RAM 10 GB with no site cache enabled at least 200 GB site cache data disk, can be increased up to 6 TB You can increase the cache size after deployment by adding additional virtual data disks in vcenter virtual machine configuration, but you must reboot the CloudBoost appliance after doing so. Any new data disk should be equal to the initial site cache data disk size during deployment. If a new data disk is less than the initial data disk size, CloudBoost generates a warning event and the disk is not added to the system. If a new data disk is bigger than the initial data disk size, CloudBoost generates a warning event, the disk is added to the system, but the excess space is not used. The supported number of caching disks are either 1, 2, 4, 8, 16, or the maximum of 32. If the number of available caching disks is not equal to the number of supported disks, site cache consumes the maximum supported disk count less than or equal to the available disks, and the remaining disks are not used. For example, if the number of available caching disks is 19, the caching server uses only 16; the rest are not used. If the number of caching disks is 45, the caching server uses 32, and the rest are not used. Additional data disks must be thick provisioned. Cloud providers supported by CloudBoost appliances CloudBoost appliances support these private and public clouds. Virtustream Storage Cloud is available for use only with specific EMC appliances, such as CloudBoost. It is a viable alternative to general-purpose public cloud storage with advantages of ease of use. When provisioned by EMC Sales, standard and premium cloud profiles are automatically available. Table 2 Supported private clouds Cloud provider EMC ATMOS EMC ECS Appliance Generic OpenStack Swift Information required by CloudBoost Access Point URL, Full Token ID, Shared Secret ECS Endpoint, ECS Access Key ID, ECS Secret Access Key Swift Provider Authentication Endpoint, Swift Authentication Type, Region (optional), Swift Credentials (as tenant name and username separate by a colon, then password), Swift Secret Key Cloud providers supported by CloudBoost appliances 17

18 Introduction Table 3 Supported public clouds Cloud provider Virtustream Storage Cloud Amazon Web Services (S3) AT&T Synaptic Storage Google Cloud Storage (Standard, DRA, Nearline) Microsoft Azure Storage (general purpose accounts, replication types LRS, GRS, RA-GRS) Information required by CloudBoost Pre-configured as a Cloud Profile when ordered. Provisioned by EMC Sales Storage Region, AWS Access Key ID, AWS Secret Access Key AT&T Synaptic Subtenant ID, AT&T Synaptic User ID, AT&T Synaptic Secret Key Access Key, Secret Note Integration with Google Cloud Storage relies on the XML v1.0 API, which is not enabled by default. To learn how to enable access to v.1.0 by setting a default project and generating S3- compatible credentials, see the Google developer documentation at migrating?hl=en#migration-simple. Azure Account Name, Azure API Key Note Object storage only accounts are not supported. Prepare for installing the CloudBoost appliance Perform these tasks before you install either the physical or the virtual CloudBoost appliance. You must ensure proper integration with the DHCP and DNS. Obtain the necessary credentials for your cloud storage profile, such as the endpoint URL, the token ID or access key, and the secret key. For more information, see Cloud providers supported by CloudBoost appliances on page 17. Determine the fully qualified domain name for your CloudBoost deployment and create forward and reverse DNS records. Obtain a static IP or reserved DHCP address for the CloudBoost appliance and determine the subnet mask, and the gateway. Register the CloudBoost hostname/ip address in DNS. The hostname/ip address must be statically registered in DNS regardless of any mappings created by DHCP. Failure to do this may result in indeterministic service unavailability and downtime. Open the necessary ports. For more information, see Firewall port requirements on page 19. By default, CloudBoost uses a self-signed SSL certificate. But if you intend to use a publicly signed certificate, you should plan and prepare your SSL Certificate usage for testing and production environments. For more information, see the EMC CloudBoost Administration Guide. Determine the sizes for the metadata disks and the site cache disks. For more information see, CloudBoost sizing and performance considerations on page CloudBoost 2.1 Installation Guide

19 Introduction Firewall port requirements As with all networked software solutions, adhering to best practices for security is encouraged to protect your deployment. If these ports are not configured before you configure the CloudBoost appliance, it will be necessary to reboot the CloudBoost appliance. Note It is not recommended to route outbound http traffic from the CloudBoost appliance through a proxy. This can create a performance bottleneck. In environments where outbound http traffic is restricted, it is recommended to create an exception for the appliance in the firewall after consultation with the IT security team. Table 4 Firewall port requirements From To TCP Port Description Administrator workstation CloudBoost appliance 22 SSH for maintenance and troubleshooting CloudBoost appliance Cloud storage (public or private) 443 HTTPS to access object store (if supported) CloudBoost appliance CloudBoost appliance EMC Cloud Portal 443 HTTPS to EMC Cloud Portal and Cloud Portal Services/APIs Ubuntu upgrade server This is required only for initial configuration. It is not used during normal operations. CloudBoost appliance CloudBoost upgrade server This is required when the CloudBoost appliance upgrades CloudBoost client Networker client CloudBoost client Administrator workstation CloudBoost appliance 443 When Veritas NetBackup is deployed with CloudBoost, this is necessary for the CloudBoost client is on the Windows media server. CloudBoost appliance 443 When a Networker client is connecting directly to CloudBoost CloudBoost appliance 443 When Networker external storage node is configured to use CloudBoost CloudBoost appliance 4444 HTTPS to local appliance administration page NetWorker server CloudBoost appliance CloudBoost appliance ECS storage When NetWorker is deployed with CloudBoost, this is necessary for various NetWorker services. Firewall port requirements 19

20 Introduction Table 4 Firewall port requirements (continued) From To TCP Port Description CloudBoost appliance ESRS gateway 9443 Communication from CloudBoost appliance to the EMC Secure Remote Services gateway For information about firewall ports for any system being deployed with CloudBoost, refer to the documentation for that system. For information about NetWorker, see Configuring TCP Networks and Network Firewalls for EMC NetWorker at 20 CloudBoost 2.1 Installation Guide

21 CHAPTER 2 Deploy the Virtual CloudBoost Appliance on ESX This chapter applies to deploying the virtual CloudBoost appliance in VMWare vcenter. Before you can deploy the appliance you must obtain the.ova for the virtual CloudBoost appliance from The Virtual CloudBoost Appliance is deployed with the following settings by default. 4 CPUs MB Memory 41 GB Hard disk 1 (OS) 40 GB Hard disk 2 (metadata store) 10 GB Hard disk 3 (site cache) Note Adjust the size of hard disks 2 and 3 after you deploy the.ova. Hard disks 2 and 3 are for the metadata store and the site cache. For more information on how to size these disks appropriately, see CloudBoost sizing and performance considerations on page 15. Deploying the virtual CloudBoost appliance on ESX...22 Deploy the Virtual CloudBoost Appliance on ESX 21

22 Deploy the Virtual CloudBoost Appliance on ESX Deploying the virtual CloudBoost appliance on ESX Deploy the virtual CloudBoost appliance in vsphere. This task is not necessary for a physical CloudBoost appliance. Before you begin Determine the location of the.ova file that must be downloaded. This could be a URL, or a location accessible from the computer, such as a local hard drive or a network share. For the target data store, identify an available drive, an SSD drive is recommended, with at least 100 GB of available space, plus what is required for the site cache if you choose to use a site cache. Procedure 1. In the vsphere client, click File > Deploy OVF Template, browse to the location of the OVA package, and then click Next. 2. Select the Inventory Location (the ESX cluster and host that will run the VM), and then enter the name of the VM. 3. Select the data store for the VMDK files, and then click Next. For optimal performance, select Thick Provisioned Eager Zeroed when selecting the target data store. However, for testing purposes, the default 50 GB thin or thick provisioned storage is sufficient. 4. On the Ready to Complete page of the wizard, review the deployment settings. 5. Deselect the Power on after deployment checkbox, and then click Finish. 6. Right-click on the virtual machine and click Edit Settings, then on the Resources tab, click Memory, ensure that Reservation is set to all, and then click OK. Note Memory must be reserved rather than shared for performance reasons. 7. Adjust the size of hard disk 2 (metadata store) and hard disk 3 (site cache) as needed. a. Right-click on the virtual machine and click Edit Settings, then on the Resources tab, type the sizes of hard disk 2 and 3 in the appropriate fields, and then click OK. Any other hard disks that are added are used for the site cache. For more information on how to size these disks appropriately, see CloudBoost sizing and performance considerations on page 15. Results The CloudBoost virtual appliance is installed. After you finish You must use the CLI for the virtual appliance to set its IP address and networking before you can finish deployment within the EMC Cloud Portal. For more information, see Configure network settings for a CloudBoost appliance on page CloudBoost 2.1 Installation Guide

23 CHAPTER 3 Deploy the CloudBoost appliance in Amazon EC2 This chapter applies to deploying the virtual CloudBoost appliance in Amazon EC2. Before you install the CloudBoost appliance in Amazon EC2, you must provide your account ID to EMC Sales so they can share the Amazon machine image (AMI) to your account. Note Site cache is not supported on Amazon EC2 because the network is too fast and disk space is to expensive. Overview of deploying the CloudBoost appliance in Amazon EC Deploy the CloudBoost appliance in Amazon EC2 23

24 Deploy the CloudBoost appliance in Amazon EC2 Overview of deploying the CloudBoost appliance in Amazon EC2 Learn about deploying the CloudBoost appliance in Amazon EC2. Before you begin Provide your account ID to EMC Sales so they can make the Amazon machine image (AMI) for the CloudBoost appliance available. Procedure 1. Log in to AWS console. 2. Click EC2. 3. Under Images, select AMIs, click the Owned by me drop-down and select Private images, and then find and launch the CloudBoost image. 4. Under Instance Type, we recommend that you choose 4 CPUs and 16 GB of memory at least. EMC recommends using the m4.xlarge. 5. Under Configure Instance Details, enter the number of instances to create, choose the appropriate network and submask, and then enable Auto-assign Public IP. 6. Under Add Storage for Root, set Size (GiB) to at least 41, then add an EBS volume for metadata. The default size for the added volume is 40 GB. This should be increased based on a 1:2000 ratio. This storage is used for the metadata store. 7. Under Tag Instance, define up to ten keys to assist with AMI management and identification. 8. Under Configure Security Group, create or select from an existing security group (set of firewall rules) to allow or deny public access, keeping in mind the port requirements for the CloudBoost appliance. 9. Review information about the instance, and if any changes are necessary click Previous. 10. Select an existing key pair or create a new key pair to use when connecting to the CloudBoost appliance, and then click Launch instances You must download the private key before you can connect. Note You need to save the private key in a secure and accessible location as you will not be able to download the private key again after it was created. Results The CloudBoost appliance is launched and running in Amazon EC2. After you finish You must use the CLI for the virtual appliance to set its IP address and networking before you can finish deployment within the EMC Cloud Portal. For more information, see Configure network settings for a CloudBoost appliance on page CloudBoost 2.1 Installation Guide

25 CHAPTER 4 Installing the CloudBoost 100 Physical Appliance This chapter applies to installing the physical CloudBoost 100 appliance. This chapter does not apply If you are installing the virtual appliance. The CloudBoost 100 appliance arrives with the operating system and all software installed and ready to deploy. Related documentation Tools and supplies needed...27 Safety information...28 Description of the system...28 Unpack the system...35 Install the rack brackets Install the system in the rack...39 Install the cable management arm (CMA) Install the bezel...42 Connecting data cables Powering on the controller...42 Installing the CloudBoost 100 Physical Appliance 25

26 Installing the CloudBoost 100 Physical Appliance Related documentation EMC provides a variety of document types to support our products. End-user documents include user guides, hardware installation guides, administrator guides, software guides, part replacement guides, release notes, and others. Integration documents describe how to integrate EMC systems with third party backup applications, and compatibility matrices show which components are compatible with each other. This document refers to other EMC documents by title. To locate a referenced document, go to the EMC Online Support website at enter the document title in the search box, and click the search button. Note Hard copies of a document may be out of date. Always check for the current version of a document before you start an upgrade or begin a significant configuration change. Viewing documents on the EMC Online Support site Where to go for more information Follow these steps to view EMC documents at the online portal. To view documentation, go to the EMC Online Support site at and click Support by Product below the Search box. Type a product name in the Find a Product box, wait for those words to appear in the list of matches below the box, and click the words. Then click». In the list of categories under the Search box, click Documentation. The Product choices let you filter results by system model name or number or by an associated software release. The Content Type choices let you filter results by category. Click More under Content Type to see all of the categories. The following categories contain end-user and compatibility documentation: Manuals and Guides, for the software and hardware manuals for your system and for integration guides that explain how to use your systems with backup software and other products. Release Notes, for specific versions of EMC operating system in use with your system. Compatibility Documents, for guides that show which EMC and third-party components are compatible. Table 5 Additional resources For information about: Go to How to configure and administer CloudBoost Integrating the CloudBoost appliance with your system EMC NetWorker with EMC CloudBoost Integration Guide EMC Avamar with EMC CloudBoost Integration Guide 26 CloudBoost 2.1 Installation Guide

27 Installing the CloudBoost 100 Physical Appliance Table 5 Additional resources (continued) For information about: Go to Veritas NetBackup with EMC CloudBoost Integration Guide How to use third-party applications New features, enhancements, known issues, and late-breaking news about your CloudBoost software release Integration documentation and compatibility matrices EMC CloudBoost Release Notes for your software release Tools and supplies needed These tools and supplies may be helpful for the installation and setup tasks for a CloudBoost 100 system. Null modem cable (DB-9 female to female), plus spare USB-to-DB-9 serial (male connector) converter cable if the laptop does not have a serial port, plus spare Power adapter, C13 to NEMA 5-15 (if based in North America), or a power cord for your laptop power adapter with a C13 plug, so that you can power your laptop from a rack PDU Antistatic wrist strap and conductive foam pad Screwdrivers: Phillips #2 with a 12 inch or longer blade Phillips #2 (standard-length blade) Phillips #1 Flat head 3/16 inch Flat head 1/4 inch Torx T10 Flashlight Needle nose pliers Diagonal wire cutters (for cutting tie wraps) 2 GB USB flash memory drive Tie wraps (4 inch and 8 inch) (recommended) Roll of 5/8 inch Velcro cable tie material (3M Scotchmate SJ-3401 or similar) Tools and supplies needed 27

28 Installing the CloudBoost 100 Physical Appliance Safety information CAUTION Description of the system If the system is used in a manner not specified by the manufacturer, the protection provided by the equipment may be impaired. The RJ-45 sockets on the motherboard, PCI cards, or I/O modules are for Ethernet connection only and must not be connected to a telecommunications network. Review this list of important safety recommendations. All plug-in modules and blank plates are part of the fire enclosure and must be removed only when a replacement can be added immediately. The system must not be run without all parts in place. A controller must be operated only from a power supply input voltage range of VAC, Hz. Each component is intended to operate with all working power supplies installed. Provide a suitable power source with electrical overload protection. A safe electrical earth connection must be provided to each power cord. Check the grounding of the power sources before applying power. The plug on each power supply cord is used as the main disconnect device. Ensure that the socket outlets are located near the equipment and are easily accessible. Permanently unplug the unit if you think it is damaged in any way and before moving it. If the unit is powered by multiple sources, disconnect all supplied power for complete isolation. The power connections must always be disconnected prior to removal or replacement of a power supply module from any of the components in the system. A faulty or failed fan module should be replaced as soon as possible. A faulty or failed power supply module must be replaced within 24 hours. EMC systems are heavy. Use two people or a mechanical lift to move any system. To comply with applicable safety, emission, and thermal requirements, covers must not be removed and all bays must be fitted with plug-in modules. Load the rack beginning at the bottom to prevent the rack from becoming top-heavy. For ESD protection, EMC recommends that you wear a suitable antistatic wrist or ankle strap. Observe all conventional ESD precautions when handling plug-in modules and components. Do not extend components on slide rails until you have loaded at least three or more similarly weighted items in the rack, or unless the rack is bolted to the floor or overhead structure to prevent tipping. This section includes site requirements, product specifications, and descriptions of front and rear panels. Site requirements The site requirements are: 28 CloudBoost 2.1 Installation Guide

29 Installing the CloudBoost 100 Physical Appliance System specifications The system requires 2U of vertical space in a standard 19, four-post rack. Do not use a two-post rack. Use air conditioning that can cope with the maximum BTU/hour thermal rating. Temperature control required with a gradient (change) not to exceed 30 C in an hour. In a closed or multi-unit rack, ensure that the unit has adequate airflow through the front bezel and back panel and that ambient temperature requirements are met. Ensure that the front bezel and back panel clearances are met. Ensure that cables at rear of unit do not obstruct exhaust airflow. If installing in a closed cabinet, ensure that the front and rear doors have at least 65% open area to ensure adequate airflow for cooling. Front bezel requires 1.56 inches (4.0 cm) of unobstructed clearance. Back panel requires 5 inches (12.7 cm) of unobstructed clearance. AC power outlets must be provided with an earth ground conductor (safety ground). A safe electrical earth connection must be provided to each power cord. Required voltage: V~ or V~. Frequency: 50 to 60 Hz. Table 6 Fundamental features Model Watts BTU/ hour Power (VA) (120V/230V) Size (U) Power connectors Weight Width Depth Height CloudBoost 100 with 12 drives (4.18A/ 2.18A) 2 2 x grounded, 120 VAC, NEMA 15P/R 73 lb. / 33.1 kg. 19 in. / 48.3 cm in. / 74.9 cm. 3.5 in. / 8.9 cm. Operating temperature: 50 to 95 F (10 to 35 C), derate 1.1 C per 1000 feet, above 7500 feet up to 10,000 feet. Operating humidity: 20% to 80%, non-condensing. Non-operating temperature: -40 to +149 F (-40 to +65 C). Operating acoustic noise: Sound power, LWAd, is 7.52 bels. Sound pressure, LpAm, is 56.4 db. (Declared noise emission per ISO 9296.) Storage capacity The table lists the capacities of the CloudBoost 100 system. EMC system internal indexes and other product components use variable amounts of storage, depending on the type of data and the sizes of files. If you send different data sets to otherwise identical systems, one system may, over time, have room for more or less actual backup data than another. Note EMC system commands compute and display amounts of disk space or data as decimal multiples of certain powers of two (2 10, 2 20, 2 30, and so forth). For example, 7 GiB of disk space = 7 x 2 30 bytes = 7 x 1,073,741,824 bytes. EMC refers to this process as Base 2 calculation. System specifications 29

30 Installing the CloudBoost 100 Physical Appliance Table 7 CloudBoost 100 storage capacity System/ Installed Memory Internal Disks Raw Storage (Base 10) Data Storage Space (Base 2 Calculation) Data Storage Space (Base 10 Calculation) External Storage CloudBoost x 8 GB DIMM Seven or twelve 3.5 in. 3 TB SAS HDDs 21 TB or 36 TB 7 drives: GiB 7+5 drives: GiB 12 drives: GiB 7 drives: GiB 7+5 drives: GiB 12 drives: GiB Up to a maximum of 4 x 30-TB SAS shelves or 3 x 45-TB SAS shelves; up to 135 TB of raw capacity. Note For information about EMC expansion shelves, see the separate document, EMC CloudBoost Disk Array Expansion Shelf Installation Guide. Front panel Figure 1 Front panel components Front LED indicators The front of the system contains 12 disk drive status LEDs that are normally blue and blink when there is activity on the disk. The LEDs are shaped like triangles, and the apex of the triangle points either left or right toward the disk whose status it represents. If the disk drive has a failure, the disk s status LED turns from blue to amber. There are two square-shaped system LEDs. A blue system power LED is on whenever the system has power. An amber system fault LED is normally off and is lit amber whenever the chassis or any other FRU in the system requires service. Figure 2 Disk and system LEDs 1. System fault LED (square shaped). 30 CloudBoost 2.1 Installation Guide

31 Installing the CloudBoost 100 Physical Appliance 2. System power LED (square shaped). 3. Disk drive LEDs (triangular shaped). Table 8 Indicator states Part System fault System power Disk drive status State Normally unlit. Amber indicates fault. Steady blue indicates normal power. Steady blue or blinking blue indicates normal operation. Amber indicates fault or failure. When the bezel is affixed, the blue system power LED can be seen through the bezel. Disk drives The system contains up to 12 hot-swappable 3.5" HDD SAS disk drives, located in the front of the chassis. Left to right, drives are numbered 0-3 in the top row, 4-7 in the middle row, and 8-11 in the bottom row. The base configuration contains 7 disk drives in locations 0 through 6. Drive bays 7-11 contain bay blanks. The expanded configuration contains 12 disk drives. Back panel Figure 3 Features on rear of chassis 1. Slot Slot Slot Slot Slot 4, NVRAM-BBU combination module. 6. Onboard interfaces. 7. Power supply, number Power supply, number 1. Back panel 31

32 Installing the CloudBoost 100 Physical Appliance Port layout Figure 4 Port numbers on back panel 1. Physical 4, logical ethme (10GBaseT) 2. Physical 2, do not use 3. Physical 0, do not use 4. Service network port 5. Physical 5, do not use 6. Physical 3, do not use 7. Physical 1, do not use 8. USB port 9. Serial port (DB-9, RS-232) Power supply units A system has two power supply units, numbered 0 and 1 from left to right. Each power unit has LEDs (shown in the photo) that indicates the following states: AC LED (top): Glows green when AC input is good. DC LED (middle): Glows green when DC output is good. Symbol! (lower): Glows solid amber for fault or attention. Figure 5 Power supply unit LEDs 32 CloudBoost 2.1 Installation Guide

33 Installing the CloudBoost 100 Physical Appliance Onboard interfaces and LEDs Figure 6 Onboard interfaces and LEDs Rear LED status summary 1. Serial number label. 2. SP power LED (top); SP service LED (bottom). 3. Dual-port 10GBaseT. 4. Quad-port Gigabit Ethernet. 5. Service network port (top); USB port (bottom). 6. Serial port. The onboard interfaces and LEDs are located at the far lower left side of the back of the system. The onboard interfaces enable you to check system status and connect to the system through a serial console or Ethernet connections. The dual-port 10GBaseT and quad-port Gigabit Ethernet interfaces allow connectivity to the data host. A USB port enables the system to boot from a USB flash device. Table 9 Indicator status Part SP service SP power I/O module Power supply AC Power supply DC Power supply symbol! State Blue indicates normal operation. Amber indicates fault. Steady green indicates normal power. Dark indicates no power. Steady green indicates normal operation. Amber indicates fault or failure. Glows green when AC input is operational. Glows green when DC output is operational. Glows solid amber for fault or attention. Onboard interfaces and LEDs 33

34 Installing the CloudBoost 100 Physical Appliance I/O modules and slot assignments Table 10 CloudBoost 100 slot assignments Slot Number CloudBoost 100 System 0 Empty 1 Empty 2 Empty 3 SAS or empty 4 NVRAM-BBU Internal system components When a system is upgraded, the newly inserted I/O module must go into slot position three. No other slot positions should be used. Existing modules should not be removed and reinserted into different slots. The photo shows the system with the storage processor (SP) module removed from the chassis. The top of the photo shows the rear of the system. Figure 7 Top view of SP module (CloudBoost 100 system shown) Cooling fans A system processor module contains seven cooling fans. The fans provide cooling for the processor, DIMMs, and I/O modules. A system can run with one fan module faulted. 34 CloudBoost 2.1 Installation Guide

35 Installing the CloudBoost 100 Physical Appliance Figure 8 Top view of SP module with air ducts removed DIMM modules CloudBoost 100 systems can contain either 4 x 8 GB or 8 x 8 GB memory DIMMs. Unpack the system Install the rack brackets Procedure 1. Open the Open Me First box. 2. Remove the accessories and rack-mount kit from the shipping packages. 3. Remove the controller and bezel from the shipping packages. EMC data Domain systems are installed into racks using the rail bracket hardware. Bracket hardware The rack-mounting kit is compatible with racks that have front-to-rear post spacing between 18 inches and 36 inches. The kit will fit the following types of mounting holes: 7.1 mm round holes.375 inch / 9.2 mm square holes M5, M6, 12-24, and threaded holes The kit includes the following items: Two bracket assemblies, one marked for the left (L) side and one marked for the right (R) side of the rack. Unpack the system 35

36 Installing the CloudBoost 100 Physical Appliance Figure 9 Bracket assembly 1. Front. 2. Back. Figure 10 Bracket assembly adapter screws and orientation marking 1. Adapter screws. 2. L for left side. Gap filler (2) Figure 11 Gap filler Assorted screws. One multipurpose screwdriver. 36 CloudBoost 2.1 Installation Guide

37 Installing the CloudBoost 100 Physical Appliance Install the brackets onto the rack Before you begin Note Do not hold the bracket assembly in a vertical position as the parts may separate. The CloudBoost 100 system is two rack units (RU) tall. Make sure the location in the rack fits the product. Procedure 1. If your rack contains round unthreaded or square holes, skip to the next step. If your rack contains threaded holes, unscrew and remove the screw caps at both ends of each bracket. Figure 12 Rear screw caps (for threaded hole racks) Note The rear guide pin is shown between the two screw caps. 1. Bracket screw caps. Install the brackets onto the rack 37

38 Installing the CloudBoost 100 Physical Appliance Figure 13 Remove front screw caps 2. As needed, select the bracket marked right or left. Orientation assumes you are facing the front of the rack. The rear of the bracket contains an adjustable piece. Figure 14 Rack bracket 1. Front. 2. Back. 3. From the rear of the system, hold the bracket against the inside of the rack posts. Align the rear guide pin and slide the bracket towards the front. CAUTION If the bracket is mounted in holes that are not vertically aligned from front to back, the bracket may be damaged and mounting will not be secure. 4. Pull the adjustable sliding part of the bracket towards the front until it is close to, but not touching, the front of the rack. The bracket adjusts to fit most racks. 5. Attach the bracket to the rear of the rack using the furnished screws. There are six holes. Add screws to the second and fifth holes. Note If more convenient, you may attach the second bracket while still at the rear of the rack. 6. If your rack contains threaded holes, add a gap filler to the front end of the bracket at the front of the system. Otherwise, skip to the next step. 7. Attach the bracket (along with the gap filler, if applicable) to the front of the rack. There are five holes in the front. Add a screw to the fourth hole. See the photo. 38 CloudBoost 2.1 Installation Guide

39 Installing the CloudBoost 100 Physical Appliance Figure 15 Attach bracket to front of rack 1. Hole for top register pin on the system. 2. Hole for captive screw on the system. 3. Add a second, optional screw to secure the system. 4. Attach the rail to the rack using a provided screw. 5. Hole for bottom register pin on the system. Note The optional screw is used to secure the system to the rack if it is necessary to move the rack. 8. Verify that the bracket is level. Install the system in the rack 9. Repeat the steps to attach the remaining bracket to the other side of the rack. 10. After installing both brackets, make sure that they are level with one another. CAUTION This procedure requires two people or a mechanical lift. Procedure 1. With the system in the front of the rack, orient the system correctly with the rack. Carefully lift the system to engage the rack at the required height. 2. Align the rear of the chassis with the lip of each installed rack bracket. 3. Carefully slide the chassis all the way into the rack. 4. At the front, attach the system to each installed bracket using the two captive screws on the front of the system. Install the system in the rack 39

40 Installing the CloudBoost 100 Physical Appliance Figure 16 Left captive screw Install the cable management arm (CMA) Procedure 1. Holding the CMA upright, slide the silver brackets on either side of the CMA over the extension on the rear of each rack rail. Figure 17 Installing the CMA 1. CMA bracket. 2. Blue plunger button. 3. Rear extension of the system rail. 40 CloudBoost 2.1 Installation Guide

41 Installing the CloudBoost 100 Physical Appliance Figure 18 CMA bracket engaged with rear of rail 2. The blue-colored plunger button should click into place, locking the CMA bracket to the rail. 3. To adjust the CMA position up or down, pull on the orange latches and pull up or down on the arm as needed. Figure 19 Adjusting the position of the CMA 4. Organize the cables as needed. Figure 20 Cables organized on CMA Install the cable management arm (CMA) 41

42 Installing the CloudBoost 100 Physical Appliance Install the bezel Procedure 1. Depress the two handhold positions. 2. Push the bezel into place on the front of the chassis, making sure the handhold locks click into place. Figure 21 Front bezel Note The bezel contains a lock and is shipped with a key. If desired, lock the bezel in place. Push on the two handhold positions to remove the bezel as needed. Connecting data cables Procedure 1. Enable data transfer Ethernet connectivity. Repeat for each connection. If using Action 1 Gb copper Ethernet Attach a Cat 5e or Cat 6 copper Ethernet cable to an RJ-45 Ethernet network port (start with ethma and go up). 1 Gb fiber Ethernet Use multimode fiber cables with LC connectors. 10 Gb copper Ethernet with an SFP+ connector Use a qualified SFP+ copper cable. 10 Gb fiber Ethernet Use MMF-850nm cables with LC duplex connectors. 10GBaseT connections Use Cat 6a S-STP Ethernet cables. Powering on the controller Procedure 1. Connect the power cables to each receptacle, and attach the retention clips. The system immediately powers on when plugged in. 2. Ensure that each power supply is connected to a different power source. Note that: 42 CloudBoost 2.1 Installation Guide A new BBU may take up to three hours to charge to a sufficient level before the file system is enabled.