EMC DiskXtender File System Manager for UNIX/Linux Release 3.5 SP1 Linux/Novell OES 2 Version

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1 EMC DiskXtender File System Manager for UNIX/Linux Release 3.5 SP1 Linux/Novell OES 2 Version Installation Guide P/N REV A02 EMC Corporation Corporate Headquarters: Hopkinton, MA

2 Copyright EMC Corporation. All rights reserved. Published July, 2011 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. For the most up-to-date regulatory document for your product line, go to the Technical Documentation and Advisories section on EMC Powerlink. For the most up-to-date listing of EMC product names, see EMC Corporation Trademarks on EMC.com. All other trademarks used herein are the property of their respective owners. 2 EMC DiskXtender File System Manager for UNIX/Linux Release Version 3.5 SP1 Installation Guide

3 Contents Preface...5 Chapter 1 Chapter 2 Introduction Product description Set up roadmap Management domain...11 Setting up management domain on single computer...12 Setting up management domain on multiple computers...12 Licensing Installation requirements Hardware...15 Operating system...16 Software...17 File system type...18 Back-end system...18 NFS client requirement Installation Preinstallation task Setting the DISPLAY...22 Installing the FSM host software Installation overview...23 Installing the FSM host software...23 Installing FSM Console Client Installing Console Client...27 Console Client Starting the Console Client...29 Uninstalling Uninstalling the software from UNIX and Linux...30 Uninstalling the Console Client from UNIX and Linux...30 EMC DiskXtender File System Manager for UNIX/Linux Release 3.5 SP1 Installation Guide 3

4 Contents Chapter 3 Appendix A Appendix B Appendix C UTDM File System Preparation Setting up the FSM environment Setting the FSM environment File system formatting and initialization Formatting and initializing a file system File system formatting before initialization Initializing a newly formatted file system The mkattrf utility Initializing a file system for use with DMAPI Initializing an existing file system Initializing an existing file system Mounting UTDM file systems Using the host s file system table Using the mount command Permanent Licensing Permanent product licensing File System Initialization Error Messages DMAPI attributes filename Confirmation of more than 8 million inodes Alternate Mount Options for NFS Overview of NFS with UTDM file systems The retejukebox mount option The dropejukebox mount option EMC DiskXtender File System Manager for UNIX/Linux Release 3.5 SP1 Installation Guide

5 Preface As part of an effort to improve and enhance the performance and capabilities of its product line, EMC periodically releases revisions of its hardware and software. Therefore, some functions described in this guide may not be supported by all revisions of the software or hardware currently in use. For the most up-to-date information on product features, refer to your product release notes. If a product does not function properly or does not function as described in this guide, please contact your EMC representative. Audience This guide is part of the EMC DiskXtender File System Manager for UNIX/Linux (FSM), release 3.5. SP1 documentation set, and is intended for use by system administrators. Readers of this guide are expected to be familiar with the following topics: Organization s data archiving strategy: Average archived file size. Anticipated total number of files and total bytes to be archived. File access norms: frequency of access during creation, edit, and archive phases. Special file requirements, such as for shorter access times, multiple fail-safe copies, and optimal file stub size. Backup strategies for data in the file systems. EMC DiskXtender File System Manager for UNIX/Linux Release Version 3.5 SP1 Installation Guide 5

6 Preface Network details of all computer systems and hardware devices to be used, including the following: IP addresses. TCP/IP routing information. Switch, router, firewall, and network-attached device configurations. Administration details of all involved storage targets. Related documentation Conventions used in this guide Related documents include: The EMC DiskXtender File System Manager for UNIX/Linux Release 3.5 SP1 HP-UX Version Installation Guide The EMC DiskXtender File System Manager for UNIX/Linux Release 3.5 SP1 Solaris Version Installation Guide The EMC DiskXtender File System Manager for UNIX/Linux Release 3.5 SP1 AIX Version Installation Guide The EMC DiskXtender File System Manager for UNIX/Linux Release 3.5 SP1 Console Client for Microsoft Windows Installation Guide The EMC DiskXtender File System Manager for UNIX/Linux Release 3.5 SP1 Administrator s Guide The EMC DiskXtender File System Manager for UNIX/Linux Release 3.5 SP1 Release Notes EMC uses the following conventions for notes and cautions. Note: A note presents information that is important, but not hazard-related.! IMPORTANT An important notice contains information essential to operation of the software. 6 EMC DiskXtender File System Manager for UNIX/Linux Release Version 3.5 SP1 Installation Guide

7 Preface Typographical conventions EMC uses the following type style conventions in this document: Normal Used in running (nonprocedural) text for: Names of interface elements (such as names of windows, dialog boxes, buttons, fields, and menus) Names of resources, attributes, pools, Boolean expressions, buttons, DQL statements, keywords, clauses, environment variables, functions, utilities URLs, pathnames, filenames, directory names, computer names, filenames, links, groups, service keys, file systems, notifications Bold Used in running (nonprocedural) text for: Names of commands, daemons, options, programs, processes, services, applications, utilities, kernels, notifications, system calls, man pages Used in procedures for: Names of interface elements (such as names of windows, dialog boxes, buttons, fields, and menus) What user specifically selects, clicks, presses, or types Italic Used in all text (including procedures) for: Full titles of publications referenced in text Emphasis (for example a new term) Variables Courier Courier bold Used for: System output, such as an error message or script URLs, complete paths, filenames, prompts, and syntax when shown outside of running text Used for: Specific user input (such as commands) Courier italic Used in procedures for: Variables on command line User input variables < > Angle brackets enclose parameter or variable values supplied by the user [ ] Square brackets enclose optional values Vertical bar indicates alternate selections - the bar means or { } Braces indicate content that you must specify (that is, x or y or z)... Ellipses indicate nonessential information omitted from the example EMC DiskXtender File System Manager for UNIX/Linux Release Version 3.5 SP1 Installation Guide 7

8 Preface Where to get help EMC support, product, and licensing information can be obtained as follows. Product information For documentation, release notes, software updates, or for information about EMC products, licensing, and service, go to the EMC Powerlink website (registration required) at: Technical support For technical support, go to EMC Customer Service on Powerlink. To open a service request through Powerlink, you must have a valid support agreement. Please contact your EMC sales representative for details about obtaining a valid support agreement or to answer any questions about your account. Your comments Your suggestions will help us continue to improve the accuracy, organization, and overall quality of the user publications. Please send your opinion of this document to: techpubcomments@emc.com 8 EMC DiskXtender File System Manager for UNIX/Linux Release Version 3.5 SP1 Installation Guide

9 1 Introduction This chapter includes the following topics: Product description Set up roadmap Licensing Installation requirements NFS client requirement Introduction 9

10 Introduction Product description The EMC DiskXtender File System Manager (FSM) for UNIX/Linux, release 3.5 SP1 is a data management solution that uses DMAPI-enabled (Data Management API) file systems (UTDM file systems) to transparently archive data on the following back-end storage systems: The EMC Centera Content Addressed Storage System (Centera system) Locally accessible disk resource FSM transparently manages multiple local UTDM file systems. When necessary, it migrates and purges data from the file systems based on user-defined rules. FSM frees up space by transferring the actual data associated with a file system object to a back-end system, while retaining the object s metadata in the file system. This means that a migrated and purged file is fully available through the file system, but uses very little of the file system s space. It combines the ease-of-use of locally mounted file systems with automatic data migration and purging. FSM s transparent migration and purging operations include the following benefits: Reduce file system space requirements. Maintain file system-level availability of data for all operations. Utilize scalable, reliable, and secure back-end systems for data storage. 10 EMC DiskXtender File System Manager for UNIX/Linux Release Version 3.5 SP1 Installation Guide

11 Introduction Set up roadmap To enable UTDM file systems: 1. Evaluate and prepare the computers that host the UTDM file systems and FSM processes. 2. Install the software. 3. Initialize the file systems. 4. Configure the file systems. 5. Configure the storage target. The file system is ready to use after these tasks are complete. This guide provides information on the following: Procuring the product license Preinstallation requirements Overview of installation and post-installation tasks Installation information. After successfully completing the tasks explained in this guide, the FSM software is installed, and at least one file system is set up and ready to be configured. The final steps are to configure the UTDM file system and the storage target. The EMC DiskXtender File System Manager for UNIX/Linux Release 3.5 SP1 Administrator s Guide and the Console Client online help provide information on the configuration. Management domain A management domain is a logical grouping of computers that host UTDM file systems (FSM hosts). In a management domain, all FSM hosts are controlled by the same FSM Console Server (Console Server). Set up roadmap 11

12 Introduction A management domain consists of the following essential components: Console Server FSM Console Client (Console Client) FSM host, with the following: FSM core processes (core processes) FSM Console Agent (Console Agent) UTDM file system Back-end system Note: You can add multiple FSM hosts. However, you must install a permanent license on each FSM host. You can set up a management domain entirely on one computer or on multiple computers. Setting up management domain on single computer To set up a management domain on a single computer: 1. Ensure that the computer meets the installation requirements. 2. Install the core processes, Console Server, and Console Agent. 3. Install the Console Client. 4. Prepare the UTDM file systems. 5. Configure the UTDM file systems. 6. Perform any necessary back-end system configuration. Setting up management domain on multiple computers A management domain can consist of many computers. All the computers must have TCP/IP communication with the Console Server host and the Console Client host. Console Server Console Server is a Java application that provides authentication services to the management domain. It is installed on a single computer that has TCP/IP access to all computers in the management domain. 12 EMC DiskXtender File System Manager for UNIX/Linux Release Version 3.5 SP1 Installation Guide

13 Introduction Console Server is installed with the core processes and the Console Agent software on one of the FSM hosts. Console Client can be installed on the computer on which Console Server is installed. Console Client FSM host Console Client is a Java application installed on computers with TCP/IP access to the management domain. Console Client simplifies the administrative tasks for the domain, including creation, configuration, management, and monitoring of the domain s UTDM file systems. Install Console Client on every computer that is used to administer UTDM file systems. It can be active on several computers at the same time. The Console Client may run on an FSM host computer or on a separate computer. A computer acting as an FSM host must have TCP/IP communication with the Console Server host and the Console Client host. FSM hosts need not have TCP/IP communication with other FSM hosts. Each FSM host must have the following management domain components: Console Agent The Console Agent is a Java application that interacts with the processes and file systems on an FSM host computer (FSM host). Core processes At least one UTDM file system Set up roadmap 13

14 Introduction Licensing FSM can be installed on each FSM host without a valid license. A temporary evaluation license valid for 30 days is available. After the expiry of the evaluation license, a permanent license is required on each FSM host if you intend to continue to use the product. If available, you can provide the permanent license. Appendix A, Permanent Licensing provides instructions on how to apply your permanent license after installation. When you install Console Server on a computer that is not an FSM host, it does not require a separate permanent license. Normally, Console Server is installed on one of the FSM hosts in a management domain. 14 EMC DiskXtender File System Manager for UNIX/Linux Release Version 3.5 SP1 Installation Guide

15 Introduction Installation requirements The following sections specify the mandatory requirements required for a successful installation and functioning of FSM: Hardware on page 15 Operating system on page 16 Software on page 17 File system type on page 18 Back-end system on page 18 Hardware The role of a computer determines its hardware requirements. The potential roles are: Console Agent/UTDM file system host Console Server/Console Agent/UTDM file system host Console Client host Note: The roles can be performed by a single or several computers. Before installing the software, ensure that the host computer meets or exceeds the hardware requirements listed in Table 1 on page 15. Table 1 Hardware requirements (page 1 of 2) Hardware Console Server/Console Agent/UTDM file system host Console Client Processor 500 MHz Note: A minimum of one 500 MHz processor for every 10 million managed files is recommended. 500 MHz RAM 512 MB Note: A minimum of 2 GB of RAM for every 10 million managed files is recommended. 512 MB Swap space 1. 5 times the RAM 1. 5 times the RAM Installation requirements 15

16 Introduction Table 1 Hardware requirements (page 2 of 2) Hardware Console Server/Console Agent/UTDM file system host Console Client Hard drive space 500 MB Note: 500 MB accommodates retention of the log files for a reasonable period. To provide additional room, 1 GB of hard drive space is recommended. 50 MB Network interface 100 Mb/s Note: 1 Gb/s is recommended. 100 Mb/s Note: 1 Gb/s is recommended. Monitor resolution 1024 x 768; 24 BPP 1024 x 768; 24 BPP Operating system The following Linux operating system releases without the bigsmp kernel is supported: Redhat Enterprise Linux 5.1 for EM64T SMP Redhat Enterprise Linux 5.4 for EM64T SMP Redhat Enterprise Linux 5.5 for EM64T SMP Redhat Enterprise Linux 6.0 for EM64T SMP SUSE Linux Enterprise Server (SLES)10 with Service pack2 for EM64T SMP SUSE Linux Enterprise Server10 with Service pack3 for EM64T SMP SUSE Linux Enterprise Server11 with Service pack1 for EM64T SMP Novell Open Enterprise Server 2 (OES2) with Service pack1 for EM64T SMP Novell Open Enterprise Server 2 (OES2) with Service pack2 for EM64T SMP 16 EMC DiskXtender File System Manager for UNIX/Linux Release Version 3.5 SP1 Installation Guide

17 Introduction Library for hosts using Centera system back end Linux hosts that use the Centera system as a back end must have the following library installed: libstdc++.so.5 This library is installed as part of a standard Linux installation, but can be overlooked when an installation is customized. It is delivered in the following RPM: compat-libstdc i386.rpm In a multiple computer management domain, the software can be installed on several different operating systems. Related documentation on page 6 provides information on other operating systems. Note: The Console Client can be installed on Microsoft Windows. The EMC DiskXtender File System Manager for UNIX/Linux Release 3.5 SP1 Console Client for Microsoft Windows Installation Guide describes how to install Console Client on Windows. Library for installing 32-bit Console Client on Redhat Enterprise Linux 6.0 On Redhat Enterprise Linux (RHEL) 64-bit operating system, the 32-bit compatible libraries are not installed by default. Therefore, to use the 32-bit Console Client on RHEL 6.0, you must install the following library manually: glibc el6.i686.rpm This RPM is available in the installation package. Software The following softwares must be installed on each computer to install FSM: Bourne shell (sh) Korn shell (ksh) Bourne Again shell (bash) Installation requirements 17

18 Introduction File system type UTDM file systems work with the following native file system types: EXT2 EXT3 Back-end system Centera system FSM integrates with the back-end system configurations described in the following sections. You can configure a UTDM file system to use an Centera system as a back-end system on all FSM hosts. The Centera system must meet the following requirements: CentraStar 2.3 (or later) firmware Read, write, and exist permissions to anonymous applications (the default setting) or authentication information for the FSM file systems to use The EMC DiskXtender File System Manager for UNIX/Linux Release 3.5 SP1 Administrator s Guide provides more information about the Centera system permissions and authentication. Centera system licensing models The licensing model for Centera system affects how it applies retention periods for data migrated from a UTDM file system. Table 2 on page 19 describes the impact of the licensing models available for Centera system. 18 EMC DiskXtender File System Manager for UNIX/Linux Release Version 3.5 SP1 Installation Guide

19 Introduction Table 2 Centera system retention periods Licensing model Retention settings Impact Basic Retention Time is 0. Retention period settings of file systems are not enforced. Data on the Centera system can be deleted and purged at any time. Governance Edition (GE) Compliance Edition Plus (CE+) Retention Time is 0. Retention period settings of file systems are enforced. Retention Time is infinite. Retention period settings of file systems are enforced. Data on the Centera system cannot be deleted until its retention period has expired. After being deleted, the data can be purged. Data on the Centera system cannot be deleted until its retention period has expired. Data can never be purged from the Centera system. Note: To provide enforcement of retention periods, the Centera system must use either the Governance Edition or the Compliance Edition Plus licensing model. Locally accessible disk resource An FTP/SSL connection Configure a UTDM file system to use the NFS module with a locally accessible disk resource back end, such as any of the following: Local secondary disk Network-attached storage (NAS) disk Storage area network (SAN) disk Configure a UTDM file system to use the FTP module with any back-end target that provides a standards-compliant FTP server that accepts an FTP connection or an FTP/SSL (either Auth TLS or Implicit FTPS) connection. The connection method must be in active mode. Installation requirements 19

20 Introduction NFS client requirement Export UTDM file systems and mount them on remote clients by using the NFS protocol. This permits remote users to access a UTDM file system without additional connection requirements. The remote clients must have NFS client software installed to utilize this protocol. The NFS client software must conform to NFS version 3 standards. When an NFS client request cannot be satisfied in 1 second or less, the UTDM file system sends an NFS3ERR_JUKEBOX message to the NFS client. This normally occurs when the data to satisfy the request must be retrieved from the file system s storage target. NFS version 3 (and later) clients understand the NFS3ERR_JUKEBOX message and transparently repeat the request until it is satisfied. NFS clients prior to version 3 do not understand the NFS3ERR_JUKEBOX message. The clients treat the message as an NFS server input/output (I/O) error. So, they, abandon the request and display an I/O error message. Appendix C, Alternate Mount Options for NFS, provides more information about alternatives for older NFS clients. 20 EMC DiskXtender File System Manager for UNIX/Linux Release Version 3.5 SP1 Installation Guide

21 2 Installation This chapter describes the installation of the FSM software. It consists of the following topics: Preinstallation task Installing the FSM host software Installing FSM Console Client Console Client Uninstalling Installation 21

22 Installation Preinstallation task Before running the FSM installation programs, you set the DISPLAY environment variable. The DISPLAY environment variable sets the host, display number, and screen number to which the system sends bitmapped output. You can skip this task if you do not want a bitmapped output to another system. Setting the DISPLAY The command to set the DISPLAY variable depends on your current shell: C shell (csh) and Turbo C shell (tcsh): setenv DISPLAY hostname:x.y Bourne Again shell (bash): export DISPLAY=hostname:x.y Korn shell (ksh) and Bourne shell (sh): DISPLAY=hostname:x.y export DISPLAY where: hostname is the name or IP address of the computer to which the output is sent. x is the display number to which the output is sent. y is the screen number to which the output is sent. 22 EMC DiskXtender File System Manager for UNIX/Linux Release Version 3.5 SP1 Installation Guide

23 Installation Installing the FSM host software Install the FSM host software by using the installation program. The installation program can be used to install the software required on each FSM host, including the Console Server host. Only one FSM host may have Console Server installed. Installation overview Displays the end-user license and service agreement (EULA) and requests that you agree with its terms and conditions Sets the installation directory Sets the temporary directory to use during installation Determines if installation is new or an upgrade Determines if you have a software license key Offers to install Console Server and Console Agent, Console Server-only, or Console Agent-only Installs the software Installing the FSM host software 1. Obtain the installation archive file. 2. Log in as root on the host system. 3. Set the DISPLAY environment variable. Setting the DISPLAY on page 22 provides more details. 4. Move the installation archive file into a temporary directory on the host. 5. Change your current working directory to the temporary directory. 6. Use the tar command to extract the installation files from the archive: tar -xvf fsm.tar where fsm.tar represents the name of the archive. The command extracts the installation files into the temporary directory. Installing the FSM host software 23

24 Installation 7. Set the installation program as executable: chmod +x Install.fsm 8. Run the installation program:./install.fsm The Setup screen appears. Note: The Setup screen appears only if you have set the DISPLAY variable. The procedures assume that you have set the DISPLAY variable. 9. On the Setup screen, click Forward. The License Agreement screen appears with the End User License Agreement (EULA) displayed. Read the EULA. 10. To continue the installation, on the License Agreement screen select I accept the agreement, and click Forward. The Installation Directory screen appears. 11. On the Installation Directory screen, click Browse to open the Select File dialog box, select a directory, and click OK. Note: If the path typed in the directory path in the text area does not exist, it is automatically created by the installer. 12. On the Installation Directory screen, click Forward. The Temporary Directory screen appears. 13. On the Temporary Directory screen, click Browse to open the Select File dialog box, select a directory, and click OK. Note: The temporary directory is used by the installation program to stage files during installation. It can be safely deleted after the installation is complete. 14. On the Temporary Directory screen, click Forward. The Install/Upgrade screen appears. On the Install/Upgrade screen, select Yes, and click Forward. 24 EMC DiskXtender File System Manager for UNIX/Linux Release Version 3.5 SP1 Installation Guide

25 Installation 15. Selecting Yes causes the installation program to perform a new installation. The EMC DiskXtender File System Manager for UNIX/Linux Release 3.5 SP1 Release Notes provide information on performing an upgrade of an existing FSM installation. The License screen appears. 16. The License screen appears. On the License screen, select Yes if you have a valid license key, or select No if you do not, and click Forward: If you select No, a 30-day temporary license is installed. If you select Yes, a second License screen appears. Type the license key and click Forward. The GUI Component Selection screen appears. 17. On the GUI Component Selection screen, select one of the following choices, and click Forward: Complete This choice installs both Console Server and Console Agent. Console Server Console Agent Note: Configuration after Console Agent-only installation on page 26 provides information about the modifications required when Console Agent is installed without Console Server. If you did not type a valid license key, the 30 Day Evaluation License screen appears, click Forward. The Ready to Install screen appears. 18. On the Ready to Install screen, click Forward. The installation program installs the software. When the installation completes, the Installation Successful message appears. 19. On the Installation Successful message, click OK. The Installation Successful text summary of the installation appears. 20. At the bottom of the Installation Successful text summary, click OK. Installing the FSM host software 25

26 Installation The Installation Successful text summary screen closes and the installation is complete. Note: Depending on the resolution settings of your monitor, the OK button on the Installation Successful text summary screen may or may not be visible. If you cannot see it, use your mouse to grab (click and hold) the corner of the Installation Successful text summary screen and drag the corner in to resize it. 21. Restart the computer to load the DMAPI component of FSM. Configuration after Console Agent-only installation After you install the software on several hosts in a management domain, only one of the hosts has Console Server installed. The other hosts determine the location of the Console Server host by using the FSMConsoleAgent.properties file. Before using a FSM host that does not have Console Server installed, add the location of the Console Server host to its FSMConsoleAgent.properties file. To add the location of Console Server on a host: 1. Log in as root on the host. 2. Open the FSMConsoleAgent.properties file in a plain text editor, such as vi: vi /opt/fsm/etc/fsmconsoleagent.properties 3. Modify the fsm.server.alias attribute: fsm.server.alias=consoleserverhost where ConsoleServerHost is the IP address of the Console Server host, or its resolvable hostname. 4. Save and close the file. The configuration is complete. 5. Restart the computer to enable the change. 26 EMC DiskXtender File System Manager for UNIX/Linux Release Version 3.5 SP1 Installation Guide

27 Installation Installing FSM Console Client This section describes how to install and start Console Client. Console Client is FSM s graphical administrative tool. You can install and run Console Client on several computers. Console Client is provided as a 32-bit binary and as a 64-bit binary. For best performance on 64-bit platforms, install the 64-bit version using FSMClient_IA64.bin. The 32-bit version is provided for remote 32-bit systems being used to monitor FSM hosts. To install the 32-bit version use FSMClient.bin. Note: This section covers installing Console Client on a Linux computer.the EMC DiskXtender File System Manager for UNIX/Linux Release 3.5 SP1 Console Client for Microsoft Windows Installation Guide provides information on installing Console Client on a Windows computer. Installing Console Client 1. Log in as root on the host computer. 2. Set the DISPLAY environment variable. Setting the DISPLAY on page 22 provides more details. 3. Change the current working directory to the location of the Console Client installation file. This file may be copied to the host computer by itself or as part of the installation directory structure. When the installation directory structure is available on the computer, the file is located at: /install-dir/installers/os/ where: install-dir is the top-level of the installation directory structure. OS represents the operating system of the host computer. Use the correct installation file for the host computer:fsmclient_ia64.bin for 64-bit computers FSMClient.bin for 32-bit computers 4. Start the Console Client Setup Wizard:./CC_installer Installing FSM Console Client 27

28 Installation where CC_installer iseither FSMClient_IA64.bin or FSMClient.bin. The wizard starts. The Setup screen appears. 5. On the Setup screen, click Forward. The License Agreement screen appears with the EULA displayed. Read the EULA. 6. To continue the installation, on the License Agreement screen select I accept the agreement, and click Forward. The Installation Directory screen appears. 7. On the Installation Directory screen, click Browse to open the Select File dialog box, select a directory, and click OK. Note: Any directory path typed in the text area is created by the installer, if it does not already exist. 8. On the Installation Directory screen, click Forward. The Ready to Install screen appears. 9. On the Ready to Install screen, click Forward. The wizard installs the software. 10. When the installation completes, click Forward. The wizard closes. 28 EMC DiskXtender File System Manager for UNIX/Linux Release Version 3.5 SP1 Installation Guide

29 Installation Console Client Console Client uses an encrypted username/password combination (account) to authenticate Console Client users and determine permissions. A default administrative account is provided with Console Client. This default account has the username "system" and the password "system". To increase the security of the management domain, the password for this account should be changed immediately. EMC DiskXtender File System Manager for UNIX/Linux Release 3.5 SP1 Administrator s Guide provides information on changing the password. An administrator may install Console Client on several supported operating systems. The release notes provide a complete list of the operating systems supported by Console Client. Starting the Console Client 1. Allow X Window connections: xhost + 2. Set the DISPLAY environment variable. Setting the DISPLAY on page 22 provides more details. 3. Run the Console Client application: /opt/fsm/client/file_system_manager_console_client & The Login to DiskXtender File System Manager screen appears. 4. Type a username. The preconfigured administrative username is system. 5. Type a password. The preconfigured administrative password for username system is system. Note: You should change the default password for the system account as soon as possible. The EMC DiskXtender File System Manager for UNIX/Linux Release 3.5 SP1 Administrator s Guide provides information on how to do this. Console Client 29

30 Installation 6. Type the hostname or IP address of the management domain s Console Server host. 7. Click OK. The main Console Client window appears. The EMC DiskXtender File System Manager for UNIX/Linux Release 3.5 SP1 Administrator s Guide provides information on using Console Client to configure file systems. Uninstalling There are two separate uninstallers. One of the installers removes the following product entirely: The core processes Console Agent Console Server Console Client The other removes only the Console Client software. Uninstalling the software from UNIX and Linux To uninstall the entire product: 1. Log in to the FSM host as root. 2. Copy the uninstaller file to /tmp: cp /opt/fsm/etc/uninstall.fsm /tmp 3. Change the current working directory to /tmp: cd /tmp 4. Run the uninstaller:./uninstall.fsm The entire product is uninstalled. Uninstalling the Console Client from UNIX and Linux To uninstall the Console Client software from UNIX and Linux hosts: 1. Log in to the Console Client host as root. 30 EMC DiskXtender File System Manager for UNIX/Linux Release Version 3.5 SP1 Installation Guide

31 Installation 2. Run the uninstall script: /opt/fsm/client/uninstall The following prompt appears: Do you want to uninstall File System Mnager Console Client and all of it's modules? 3. Click Yes. Uninstalling 31

32 Installation 32 EMC DiskXtender File System Manager for UNIX/Linux Release Version 3.5 SP1 Installation Guide

33 3 UTDM File System Preparation This chapter describes how to use the FSM command line tools to prepare file systems for configuration. File system preparation consists of the following tasks: Formatting Initializing Mounting Completely prepared UTDM file systems have the DMAPI component enabled. The DMAPI component implements an advanced set of file management extensions. These extensions include interfaces for data management and maintenance and capabilities perform the following: Monitor file events. Store extended attribute information with a file. Manage regions within a file. Control access to a file. The file system preparation process is described in the following sections: Setting up the FSM environment File system formatting and initialization File system formatting before initialization Initializing a newly formatted file system Initializing an existing file system Mounting UTDM file systems UTDM File System Preparation 33

34 UTDM File System Preparation Setting up the FSM environment Setting the FSM environment does the following: Provides path information that is required by the FSM utilities. Permits the FSM man pages to be read by using the standard man command. When you install FSM, two files are created that contain the information that is required to set the environment. The files, fsm.login and fsm.profile, are placed in the etc directory at the top level of the FSM installation directory. For a default installation, this directory path is as follows: /opt/fsm/etc The FSM environment is set by sourcing one of these files. The file depends upon your current command interpreter (shell): C shell (csh) and Turbo C shell (tcsh): Use the fsm.login file. Bourne Again shell (bash), Korn shell (ksh), and Bourne shell (sh): Use the fsm.profile file. Setting the FSM environment 1. Log in as root on the FSM host system. 2. Use the correct source command and file for the current shell: C shell (csh) and Turbo C shell (tcsh): source /opt/fsm/etc/fsm.login Bourne Again shell (bash), Korn shell (ksh), and Bourne shell (sh):. /opt/fsm/etc/fsm.profile 34 EMC DiskXtender File System Manager for UNIX/Linux Release Version 3.5 SP1 Installation Guide

35 UTDM File System Preparation File system formatting and initialization The utdm_mkfs utility performs the formatting and initializing tasks in one operation. The file system is then ready for mounting. Note: Mounting UTDM file systems on page 43 provides information on mounting the formatted and initialized file system. This procedure involves the following tasks: Format the file system as a native file system type. Initialize the file system. Initialization prepares a UTDM file system. This must be done before the file system may be configured for FSM. The initialization process creates a DMAPI attributes file such as.dmattr and.dmattr_stat file in the root directory of the file system. FSM stores DMAPI metadata for the file system in the.dmattr file and stores FSM statistics for the file system in the.dmattr_stat file. Formatting and initializing a file system 1. Log in as root on the host that controls the new file system s block device. 2. Create a partition on the block device for the new file system. Set up the FSM environment. Setting up the FSM environment on page 34 provides more information. 3. Run utdm_mkfs: utdm_mkfs -t fs -n files [-o opts] blkdev mntpnt where: fs is the file system type, either ext2 or ext3. files is the number of files the DMAPI attributes file must manage. The size of the block device divided by the expected average file size provides a rough estimate of this number. opts are any file system-specific options. blkdev is the full path to the partition on the block device. mntpnt is the full path to the file system s mount point. File system formatting and initialization 35

36 UTDM File System Preparation The mount point specified must not exist when you run utdm_mkfs. The utdm_mkfs command is designed to protect existing file systems. It stops, without performing any changes, if any one of the following conditions is true: Mount point specified already exists. Mount point specified is listed in the file system table file. Referenced device is listed in the file system table file. 4. Create the file system s mount point: mkdir /mntpnt Note: This mount point must be the same as the one that you specified when utdm_mkfs was run. The UTDM file system is formatted and initialized. The next task is to mount the file system, as described in Mounting UTDM file systems on page EMC DiskXtender File System Manager for UNIX/Linux Release Version 3.5 SP1 Installation Guide

37 UTDM File System Preparation File system formatting before initialization This section describes how to format a UTDM file system without using the utdm_mkfs utility. Use the utility as described in File system formatting and initialization on page 35 and skip this section. If you follow the procedure described here, you must also complete the steps described in Initializing a newly formatted file system on page 38. A UTDM file system is initially formatted as an ext2 or ext3 file system. The ext2 and ext3 file systems must be formatted with an appropriate number of inodes. The number of inodes has a significant impact on the file system s migration and purging performance. Formatting a file system 1. Log in as root on the system that controls the new file system s block device. 2. Run mkfs: mkfs -t fs -N inodes /blkdev where: fs is the file system type, either ext2 or ext3. inodes is the appropriate number of inodes. blkdev is the full path to the block device. File system formatting before initialization 37

38 UTDM File System Preparation Initializing a newly formatted file system This section describes how to initialize a UTDM file system without using the utdm_mkfs utility. Normally you should use the utility as described in File system formatting and initialization on page 35 and skip this section. After the UTDM file system is formatted, it must be initialized. Initialization prepares it to be configured for FSM. The initialization process creates a DMAPI attributes file such as.dmattr and.dmattr_stat file in the root directory of the file system. FSM stores DMAPI metadata for the file system in the.dmattr file and stores FSM statistics for the file system in the.dmattr_stat file. The basic procedure to initialize a UTDM file system is the following: 1. Create a temporary directory. 2. Mount the file system s block device on the temporary directory. 3. Write the file system s.dmattr file and.dmattr_stat file to the block device by using the FSM utility mkattrf. 4. Unmount the block device from the temporary directory. 5. Remove the temporary directory. The.DMATTR file and.dmattr_stat file is written on the formatted file system by using a temporary mount point. The.DMATTR file and.dmattr_stat file still exists after the file system is unmounted from this temporary mount point. Note: When the file system is mounted as type UTDM, any attempt to change or remove the.dmattr file and.dmattr_stat file is prevented at the kernel level. Attempts to work around or defeat this kernel-level protection may result in data corruption and loss. The mkattrf utility The mkattrf utility is the UTDM file system initialization tool. You use it to create the.dmattr file and and.dmattr_stat file. This file is an integral part of an FSM file system. For each UTDM file system, use mkattrf to create the.dmattr file and.dmattr_stat file. The file must be named as.dmattr and 38 EMC DiskXtender File System Manager for UNIX/Linux Release Version 3.5 SP1 Installation Guide

39 UTDM File System Preparation.DMATTR_STAT and must be created at the top level of the file system s block device. The command line format for mkattrf is as follows: mkattrf -t fs /tmp-mnt/.dmattr mkattrf -S /tmp-mnt/.dmattr_stat where: fs is the native file system type, either ext2 or ext3. tmp-mnt is the full path to the temporary mount point of the file system. Initializing a file system for use with DMAPI 1. Log in as root on the host that controls the block device that you are using to create the new file system. 2. Create a temporary directory to use as a mount point for the initialization: mkdir /temp-mnt where temp-mnt is the full path to the temporary directory. Set up the FSM environment. Setting up the FSM environment on page 34 provides more information. 3. Type the mount command: mount -t fs /blkdev /temp-mnt where: fs is the native file system type, either ext2 or ext3. blkdev is the full path to the block device partition on which the file system resides. temp-mnt is the full path to the temporary directory. 4. Use the mkattrf utility to create the.dmattr file and.dmattr_stat file: mkattrf -t fs /temp-mnt/.dmattr mkattrf -S /temp-mnt/.dmattr_stat where: fs is the native file system type, either ext2 or ext3. temp-mnt is the full path to the temporary directory. Initializing a newly formatted file system 39

40 UTDM File System Preparation 5. Type the umount command: umount /temp-mnt 6. Delete the temporary directory: rmdir /temp-mnt 40 EMC DiskXtender File System Manager for UNIX/Linux Release Version 3.5 SP1 Installation Guide

41 UTDM File System Preparation Initializing an existing file system You can migrate an existing file system to a UTDM file system. To do this, the file system must be initialized by using utdm_initexistingfs. The utdm_initexistingfs command creates a.dmattr file and.dmattr_stat file. The.DMATTR file is created for the file system and is populated with the entries for the existing data in the file system. The.DMATTR_STAT file stores the FSM file system statistics. The utdm_initexistingfs command is designed to protect the existing file system and data. It stops without performing any changes if either of the following is true: The mount point specified is listed in the file system table file. The referenced device is listed in the file system table file. You must comment out the file system s listing from the file system table file in order to permit utdm_initexistingfs to migrate the file system.! IMPORTANT Donot migrate an existing file system that contains more than 8,388,608 inodes. This inode figure represents a nominal upper limit beyond which a system administrator should carefully consider the effect of the number of inodes being supported. Surpassing this limit can eventually lead to exceeding the number of inodes that a UTDM file system can manage without performance degradation. Initializing an existing file system 1. Log in as root on the host that controls the file system s block device. 2. Unmount the file system. 3. Comment out the file system s listing from the file system table (/etc/fstab). Set up the FSM environment. Setting up the FSM environment on page 34 provides more information. Initializing an existing file system 41

42 UTDM File System Preparation 4. Run utdm_initexistingfs: utdm_initexistingfs -t fs -n files blkdev mntpnt where: fs is the native file system type, either ext2 or ext3. files is the number of files the DMAPI attributes file must manage. Note: The size of the block device divided by the expected average file size provides a rough estimate of this number. blkdev is the full path to the block device partition on which the file system resides. mntpnt is the full path to the mount point. The file system is initialized. The next task is to mount it. Mounting UTDM file systems on page 43 provides information. 42 EMC DiskXtender File System Manager for UNIX/Linux Release Version 3.5 SP1 Installation Guide

43 UTDM File System Preparation Mounting UTDM file systems Mount a UTDM file system through the host s file systems table or from the command line. Both methods use the mount command to perform the actual mount. To mount a UTDM file system, the mount command is passed with a file system-type argument of utdm and an option that specifies the underlying native file system type. Note: Mounting a file system by using the utdm argument ensures that the UTDM kernel module monitors the file system. The UTDM kernel module intercepts file system activity and implements interfaces that allow FSM to manage the file system. The EMC DiskXtender File System Manager for UNIX/Linux Release 3.5 SP1 Administrator s Guide provides information on advanced mount options. Consider the following when deciding whether to mount a file system by using the host s file systems table, or by issuing a mount command from the command line: Creating an entry in the host s file systems table ensures that the file system is mounted every time you restart the system. Mounting the file system from the command line is a shorter procedure, but must be repeated each time you restart the system. Note: In limited instances, the default mount settings must be overridden by passing an NFS mount option to mount. This should only be done to solve a problem caused by older NFS clients on remote hosts. Appendix C, Alternate Mount Options for NFS, provides more information. To use file retention with a file system, you must enable fileretention when the file system is mounted. The EMC DiskXtender File System Manager for UNIX/Linux Release 3.5 SP1 Administrator s Guide provides information about setting up file retention. Using the host s file system table To mount an FSM file system by using the /etc/fstab file: 1. Log in as root on the host that controls the file system s block device. Mounting UTDM file systems 43

44 UTDM File System Preparation 2. Open the /etc/fstab file in a plain text editing application, such as vi. 3. Add a new entry to the /etc/fstab file: 4. /blkdev /mntpnt utdm fstype=fs 0 2 where: blkdev is the full path to the block device partition on which the file system resides. mntpnt is the full path to the file system s mount point. fs is the native file system type, either ext2 or ext3. Save and close the file. 5. Run the mount command: mount /mntpnt Note: This step is not required when the system is restarted. The UTDM file system is automatically mounted when you restart the system. Using the mount command 1. Log in as root on the host that controls the file system s block device. 2. Run the mount command: mount -t utdm -o fstype= /blkdev /mntpnt where: fs is the native file system type, either ext2 or ext3. blkdev is the full path to the block device partition on which the file system resides. mntpnt is the full path to the file system s mount point. Example 1 on page 44 describes how to mount a file system from the command line. Example 1 Mounting a UTDM file system from the command line For this example, assume that a UTDM file system is formatted as follows: Native file system type is ext3. 44 EMC DiskXtender File System Manager for UNIX/Linux Release Version 3.5 SP1 Installation Guide

45 UTDM File System Preparation Full path to the partition on the block device is /dev/dsk/c0t0d0s1. Full path to the file system mount point is /mnt/fsmfs01. The mount command is: mount -t utdm -o fstype=ext3 /dev/dsk/c0t0d0s1 /mnt/fsmfs01 Note: In RHEL 6.0, Security Enhanced Linux (SELinux) is enabled by default. Because of this, you need to include extra parameters when mounting the file system. The mount command is, mount -t utdm -o fstype=ext3,context=unconfined_u:object_r:file_t:s0 /dev/sde1 /mnt/utdm_ext3/ Mounting UTDM file systems 45

46 UTDM File System Preparation 46 EMC DiskXtender File System Manager for UNIX/Linux Release Version 3.5 SP1 Installation Guide

47 Invisible Body Tag A Permanent Licensing If you have installed FSM with a 30-day evaluation license, you must procure a permanent license after the evaluation or trial period is over. This appendix describes the steps to perform to procure a permanent license for FSM: Permanent product licensing Permanent Licensing 47

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