EMC DiskXtender for Windows and EMC RecoverPoint Interoperability

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1 Applied Technology Abstract This white paper explains how the combination of EMC DiskXtender for Windows and EMC RecoverPoint can be used to implement a solution that offers efficient storage management, data protection, and disaster recovery. August 2009

2 Copyright 2009 EMC Corporation. All rights reserved. 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 listing of EMC product names, see EMC Corporation Trademarks on EMC.com All other trademarks used herein are the property of their respective owners. Part Number h Applied Technology 2

3 Table of Contents Executive summary...4 Introduction...4 Audience... 4 Terminology... 4 Introduction to DiskXtender for Windows...6 Introduction to RecoverPoint...7 Installation, configuration, and default behavior...7 Installation prerequisites... 7 Configuration diagram... 8 Test setup... 8 Steps to configure RecoverPoint... 9 Steps to configure DiskXtender for Windows... 9 Steps to simulate a failure through RecoverPoint Features and scenarios...10 Scenario: Replication of the extended drive Scenario: Replication of NAS media Scenario: Replication of both the extended drive and NAS media Scenario: Replication of the extended drive with EMC Centera as media Scenario: Replication of the extended drive with MediaStor as media Scenario: EMC Centera and DXW retention testing Disaster recovery test cases...13 Disaster recovery of the extended drive Disaster recovery of the NAS pointed physical location Disaster recovery of the extended drive and NAS media Disaster recovery of the extended drive with EMC Centera as media Disaster recovery of the extended drive with MediaStor as media DXW functional verification...14 DXW setup MOVE operation FETCH operation DELETE operation PURGE operation DATA validation operation Conclusion...16 References...16 Applied Technology 3

4 Executive summary EMC DiskXtender for Windows (DXW) and EMC RecoverPoint are complementary products that can be used together to help achieve efficient storage management, data protection, and disaster recovery. EMC DiskXtender for Windows is an automated file archiving solution. It delivers a policy-based, file system-centric solution for migrating inactive data from a high-cost storage to low-cost disk, tape, or optical devices. With DiskXtender for Windows, it is possible to implement a tiered storage solution, mapping data to the appropriate storage tier according to its value to the business. DiskXtender for Windows enables organizations to achieve data retention and compliance goals while maintaining service level agreements (SLAs). It also helps reduce primary storage acquisition costs, management overhead, and backup and recovery times. RecoverPoint supports replication of data over Fibre Channel to local SAN-attached storage and over WAN or Fibre Channel to remote sites. RecoverPoint allows failover to a local or remote replica enabling the user to continue operations from the replica in the event of a loss or disaster of the production data at the primary site. When transferring data from the local site to the remote site, the RecoverPoint system can use synchronous or asynchronous replication or it can dynamically switch between replication modes based on the user s replication policy. Some user scenarios where this white paper is applicable are: Replication of primary file system data where archival is also required Replication of archived data (NAS media) Replication of primary data that has been archived to EMC Centera Replication of primary data that has been archived to MediaStor Replication of both primary file system data and archived data Introduction This white paper documents the results of interoperability testing of DiskXtender for Windows and RecoverPoint that was carried out at the EMC IIS Lab. It outlines the configuration, setup, and best practices involved in creating a formidable combination of the two products. This white paper deals only with topics relating to the co-existence of DiskXtender for Windows and RecoverPoint. It also focuses on the procedure for disaster recovery in each of the outlined scenarios. This white paper provides an overview of both DiskXtender for Windows and RecoverPoint software and discusses the interoperability scenarios and issues arising out of environmental constraints, their impact on the interoperability, solutions, and best practices. The References section of this white paper provides detailed information about the individual products. The scope of this white paper is limited to the interoperability of the two products. It does not deal with extensive functionality testing of either product. Audience This white paper is intended for the EMC Support team, system integrators, system administrators, customers, and members of the EMC and partner professional services community. Terminology CLARiiON EMC Navisphere Management Suite: Simplifies and automates the management of CLARiiON through a simple-to-use, browser-based GUI, or through the command line interface (CLI). Navisphere is common across the CX series and previous generations of CLARiiON arrays. Applied Technology 4

5 Logical Unit (LUN): Hosts access storage using logical unit numbers, which are exported by a SCSI target. The actual storage object is a logical unit (LU); however, LU is also referred to as LUN. Navisphere Manager (or Manager): This software is packaged in the EMC Navisphere Management Suite. This software allows you to manage multiple storage systems on multiple servers at the same time. With Navisphere Manager, you can create RAID groups, LUNs, and storage groups; manipulate caches; examine storage-system status and logged events; transfer control from one storage processor (SP) to another; and examine events recorded in storage-system event logs. DiskXtender for Windows Background Scan: This operation evaluates the files on the extended drive against configured rules. This operation also performs any necessary system activity resulting from that evaluation, such as writing files to the move or purge list and deleting files. This is a background activity and does not disrupt the system configuration. Delete Rules: Defines rules to delete or not to delete the files automatically from the extended drive and from media, if the media allows. Direct Read: Method that marks files that have been migrated to the media so that they are opened directly from the media when requested, rather than being copied back to the extended drive. Extended Drive: This is an NTFS volume such as a hard drive or a partitioned part of the hard drive. File System Manager provides file migration services to the extended drive by moving files to media and fetching files from media based on the defined parameters. Media Folder: Defines a point in the directory tree from the root of the extended drive where the files on a piece of media are located. This folder is created as a physical folder or as a subfolder on the extended drive. This folder is visible in Windows Explorer. Move Rules: Defines the rules to move or not to move the files to the media. Purge Rules: Defines the rules to purge the files from the extended drive. Purging: This is a process of removing file data from the extended drives after the files are moved to the media, while leaving a file tag behind. However, the file appears to be residing locally on the drive. Storage Media: This is the media external to the extended drive, to which DXW moves files. RecoverPoint Synchronous replication: In continuous synchronous replication, the host application that initiates the write waits for an acknowledgment from the replica before continuing. Replication in synchronous mode produces a replica that is 100 percent up to date with the production source. Asynchronous replication: The primary advantage of continuous asynchronous replication is its ability to provide synchronous-like replication without degrading the performance of host applications. Snapshot: The selected points-in-time images of the production data that is available for recovery using image access (see below). Replication set: A production source and the local or remote replica or both to which it replicates. Journal: A journal receives changes to data. Each replica has its own journal. From the journal, the changes are distributed to the SAN-attached storage replica. The journal also retains rollback data for its replica. Bookmark: A bookmark is a named snapshot. The bookmark uniquely identifies an image. Bookmarks can be set and named manually; the system can create bookmarks automatically at regular intervals or in response to a system event. Image access: When replicating normally, writes to the production source are also written to the journal of the replica or replicas. The state of the storage at the copy site is No access; that is, a host cannot access the storage. To test a replica to verify that it is a reliable and consistent replica of the production storage image, it is necessary to access the image of the replica. Image access is also required to restore production storage from the replica, to roll back to a previous state of the data, to Applied Technology 5

6 operate the system temporarily from a replica while maintenance work on the production storage is in progress, and to fail over to the replica. Introduction to DiskXtender for Windows EMC DiskXtender for Windows is a robust storage management solution, which extends the amount of space available on a computer s local NTFS volume. DXW does this by migrating files from the local drive to an external media, while making it appear that the files still reside on the local volume. DXW provides support to multiple hardware types, multiple media types, flexible data organization, and rule-based file migration. It extends the storage capabilities of NTFS volumes by using the file migration services of the DXW File System Manager (FSM) component. The storage media is available through communication with media services like EMC Centera, which provides access to an EMC Centera device, or DXW MediaStor, which provides access to a variety of library devices and media types. Figure 1 shows a graphical representation of the DiskXtender solution. Figure 1. The DiskXtender solution DXW supports several media services, media types, and file systems, allowing the user to select the storage configuration best suited to available resources and storage needs of the organization. DXW moves files to media by using a rule-based system that details criteria such as the age, size, type, and attributes of files for migration. Applied Technology 6

7 DXW has two main software components: File System Manager and MediaStor. The FSM is a data mover and manages files saved to the extended drives to provide a complete storage solution. DXW uses media services like MediaStor to manage the external media to which DXW writes the files and to connect to various storage device types. However, FSM is itself capable of handling media such as EMC Centera, NAS, TSM, or ACSLS. Hence, although MediaStor is shipped along with the FSM, it is only used for media other than those handled by the FSM. File migration services include moving files to media and fetching files from media, based on a set of defined parameters. While retrieving files from the extended drive, all files, whether on the extended NTFS volume, or on the storage media, appear to be present locally on the NTFS volume. FSM automates the migration of files to storage media using a rule-based system. You can create various rules like move rule, purge rule, and delete rule to define the criteria for moving files from the extended drive to one or more pieces of storage media. Introduction to RecoverPoint EMC RecoverPoint replicates data over any distance: Data can be replicated locally within the same site using RecoverPoint continuous data protection (CDP). Data can be replicated remotely, such as to another site halfway around the globe using RecoverPoint continuous remote replication (CRR). Data can be replicated both locally and remotely using RecoverPoint concurrent local and remote (CLR) data protection. RecoverPoint supports replication of data over Fibre Channel to local SANattached storage and over WAN or Fibre Channel to remote sites. RecoverPoint allows you to fail over to a secondary site and continue operations in the event of a disaster at the primary site. The RecoverPoint Management Application allows you to manage the RecoverPoint system. Site management provides access to all boxes in the local RPA cluster, as well as to the RPA cluster at the other site, to which the local cluster is connected. You can manage activities by using any standard web browser to access the RecoverPoint Management Application. RecoverPoint supports consistency groups. A consistency group is a dataset consisting of the production source and its replicas. A consistency group comprises the production source volumes and either a local replica, remote replica, or both. Installation, configuration, and default behavior Installation prerequisites The installation prerequisites for the interoperability of DXW-RecoverPoint are as follows: EMC Navisphere Manager is enabled on the storage processor (SP) in at least one storage system in the Navisphere domain. The EMC Navisphere Security Administrator s Guide provides information on Navisphere domains. The production server is connected to the primary storage system. Connecting a second server to the second storage system is optional. Both storage systems must be in the same Navisphere domain. The connection between the two storage systems may be direct or through a switched fabric. Applied Technology 7

8 Configuration diagram Figure 2. Schematic RecoverPoint interoperability test setup Test setup The test setup used for DXW and RecoverPoint is as follows. This is the recommended configuration. Figure 3 shows the test setup. DX setup Server DX version 6.40 Build CentraStar version RecoverPoint setup Number of appliances 2 Version 3.1 Windows 2003 x64 MSCS Active\Passive Cluster 077 GA Release Applied Technology 8

9 * Files managed by DXW are a collection of.pdf, MS Office,.txt, and.mp3 files ** EMC Centera replication is set up between the two EMC Centeras. Figure 3. Test setup Steps to configure RecoverPoint The following procedure describes the steps to configure RecoverPoint 3.1: 1. In the Add new group wizard, create a consistency group. 2. Configure the compression, optimization, resource allocation, and advanced setting and policies. 3. Configure the copies: production source and local replica or remote replica (or both). 4. Specify the replication sets and add volumes to each replica. 5. Add journal volumes to each replica. 6. To enable the configuration group, add splitters, attach splitters to volumes, enable configuration group, and start transfer. Steps to configure DiskXtender for Windows The following procedure describes the steps to configure DXW: 1. Connect the host to both CLARiiONs. 2. Assign the primary images (that is, LUN A and LUN B of CLARiiON-1) to the host. 3. Configure DXW with the primary image(s) as extended drive / NAS share, as related. 4. Allocate media (NAS share) to the extended drive. Applied Technology 9

10 Steps to simulate a failure through RecoverPoint The following procedure describes the steps to simulate a failure through RecoverPoint: 1. Enable the latest image access from the DR site. 2. Make the required changes on the extended drive. 3. Do a restore production from the DR site. Features and scenarios Scenario: Replication of the extended drive Configuration To test the mirroring of the extended drive: 1. Set up an extended drive using DXW on CLARiiON with NAS as the media service. 2. Configure replication of the LUN containing the DXW extended drive using RecoverPoint. 3. Run the identified DXW test cases. Functionality testing When the DXW extended drive is being replicated to a DR location using RecoverPoint, DXW functionality remains unaffected. All DXW operations including file move, file purge, file fetch, delete, and direct read work as expected. One aspect to note is that the DXW attributes prevalent at the time of the selected RecoverPoint snapshot are retained after a failback is done, that is, all changes made after taking the snapshot are discarded. Scenario: Replication of NAS media Configuration To test the replication of a NAS pointed physical location: 1. Set up an extended drive using DXW on CLARiiON with NAS as the media service. 2. Configure replication of the LUN containing the DXW media folder using RecoverPoint. 3. Run the identified DXW test cases. Functionality testing When the DXW NAS media drive is being replicated to a DR location using RecoverPoint, DXW functionality remains unaffected. All DXW operations including file move, file purge, file fetch, delete, and direct read work as expected. Also, failback/failover with RecoverPoint has no effect on DXW-managed files as the extended drive remains untouched. Scenario: Replication of both the extended drive and NAS media Configuration To test the replication of both the extended drive and the NAS media: 1. Configure an extended drive using DXW on CLARiiON with NAS as the media service. 2. Configure replication of the LUN containing the DXW extended drive using RecoverPoint. Applied Technology 10

11 3. Configure replication of the LUN containing the DXW media folder using RecoverPoint. 4. Run the identified DXW test cases. Functionality testing When both the DXW extended drive and NAS media drive are being replicated to a DR location using RecoverPoint, DXW functionality remains unaffected. All DXW operations including file move, file purge, file fetch, delete, and direct read work as expected. DXW attributes prevalent at the time of the selected RecoverPoint snapshot are retained after a failback is done, that is, all changes made after taking the snapshot are discarded. Scenario: Replication of the extended drive with EMC Centera as media Configuration To test the replication of the extended drive with EMC Centera as media: 1. Configure an extended drive using DXW on CLARiiON with EMC Centera as the media service. 2. Configure replication of the LUN containing the DXW extended drive using RecoverPoint. 3. Configure replication of the EMC Centera. 4. Run the identified DXW test cases. Functionality testing When the DXW extended drive is being replicated to a DR location using RecoverPoint, DXW functionality remains unaffected even with EMC Centera as media. All DXW operations including file move, file purge, file fetch, delete, and direct read work as expected. One aspect to note is that the DXW attributes prevalent at the time of the selected RecoverPoint snapshot are retained after a failback is done, that is, all changes made after taking the snapshot are discarded. Scenario: Replication of the extended drive with MediaStor as media Configuration Configure an extended drive using DXW on CLARiiON with MediaStor as the media service: 1. Configure replication of the LUN containing the DXW extended drive using RecoverPoint. 2. Run the identified DXW test cases. Applied Technology 11

12 Functionality testing When the DXW extended drive is being replicated to a DR location using RecoverPoint, DXW functionality remains unaffected (see the Observations section next). All DXW operations including file move, file purge, file fetch, delete, and direct read work as expected. One aspect to note is that the DXW attributes prevalent at the time of the selected RecoverPoint snapshot are retained after a failback is done, that is, all changes made after taking the snapshot are discarded. Observations Direct read functionality is not working for MS Office files (.doc and.xls fail;.pdf and.txt work fine) with MediaStor. Files are fetched even though direct read is enabled. If there are multiple paths for the library in MediaStor, the same library is shown multiple times in the GUI even if only a single library is connected. Once a particular drive is labeled, multiple drives are visible with the specified label. There is a delay in the media to come online after a volume restore. Scenario: EMC Centera and DXW retention testing DXW retention testing The test case stands as passed. The test execution results and steps were as follows: 1. Configured the Retained NAS for DXW files. 2. Data was replicated to the DR site through RecoverPoint. Stopped the replication. 3. Changed the system date such that it exceeded the retention period. 4. Ran the background scan on DXW and verified that the files were retained as they were. 5. Restored the replica to the production site. 6. Ran the background scan and verified that DXW functionality was intact. EMC Centera retention testing The test case stands as passed. The test execution results and steps were as follows: 1. Configured the EMC Centera retention for DXW files. 2. Data was replicated to the DR site through RecoverPoint. Stopped the replication. 3. Changed the system date such that it exceeded the retention period. 4. Ran the background scan on DXW and verified that the files were retained as they were. 5. Restored the replica to the production site. 6. Ran the background scan and verified that the DXW functionality was intact. Applied Technology 12

13 Disaster recovery test cases Disaster recovery of the extended drive After failback/failover of the DXW extended drive using RecoverPoint, DXW functionality remains unaffected. The file attributes of DXW managed files are those prevalent at the time when the RecoverPoint snapshot is taken. Also, during the failback/failover procedure, the cluster fails over to the other node. To avoid this, it is recommended that the cluster is taken offline before doing the DR operations. Disaster recovery of the NAS pointed physical location After failback/failover of the DXW NAS media drive using RecoverPoint, DXW functionality remains unaffected. The file attributes of DXW managed files remain unchanged as the extended drive is never touched. Also, during the failback/failover procedure, the cluster fails over to the other node. To avoid this, it is recommended that the cluster is taken offline before doing the DR operations. Disaster recovery of the extended drive and NAS media After failback/failover of both the DXW extended drive and NAS media drive using RecoverPoint, DXW functionality remains unaffected. The file attributes of DXW managed files are those prevalent at the time when the RecoverPoint snapshot is taken. Also, during the failback/failover procedure, the cluster fails over to the other node. To avoid this, it is recommended that the cluster is taken offline before doing the DR operations. Disaster recovery of the extended drive with EMC Centera as media After failback/failover of the DXW extended drive (with EMC Centera as media) using RecoverPoint, DXW functionality remains unaffected. The file attributes of DXW managed files are those prevalent at the time when the RecoverPoint snapshot is taken. Also, during the failback/failover procedure, the cluster fails over to the other node. To avoid this, it is recommended that the cluster is taken offline before doing the DR operations. Note: EMC Centera media takes a little time to come online after a failback. Disaster recovery of the extended drive with MediaStor as media After failback/failover of the DXW extended drive (with MediaStor as media) using RecoverPoint, DXW functionality remains unaffected. The file attributes of DXW managed files are those prevalent at the time when the RecoverPoint snapshot is taken. Also, during the failback/failover procedure, the cluster fails over to the other node. To avoid this, it is recommended that the cluster is taken offline before doing the DR operations. Note: MediaStor media takes a little time to come online after a failback. Applied Technology 13

14 DXW functional verification This section describes the procedures to verify specific DXW functions. DXW setup 1. Install DiskXtender for Windows. 2. Add the NAS media service. 3. Create NAS media. 4. Create an extended drive. 5. Use the DXW scheduler to set up active times for the operations. 6. Allocate NAS media to the extended drive. 7. Create a media folder. 8. Create a media group. 9. Add the NAS media to the media group. 10. Create a move rule. 11. Write files to media. Note: When DXW is first installed, the 9 A.M. 5 P.M. time slot is not enabled for any DXW activity, that is, all DXW operations like migration, purging, and so on will be scheduled after the working hours. MOVE operation Follow the steps below and verify the outcome of the MOVE operation of DXW. Step Result Create a move rule and force background scan. All files are pending move under the move rule (Move rule statistics page). Select the Move file for direct read after move File is marked for direct read after move. checkbox; move one file. Select the Purge file immediately after move File is purged after move. checkbox; move one file. FETCH operation Follow the steps below and verify the outcome of the FETCH operation of DXW. Step Result In Windows Explorer, open the folder on the The entire file is displayed. extended drive. Double-click on each purged file. Applied Technology 14

15 DELETE operation Follow the steps below and verify the outcome of the DELETE operation of DXW. Step Result Right-click the Delete Rules node under the root DXW warning is displayed. folder. Select New. Select Yes. Delete Rule wizard, File Name option is displayed. Folder should be root (\).(media folder) Size page is displayed. Type *.* in the File Name text box. Select Next. Select Next. Attributes page is displayed. Select Next. Age page is displayed. Select Next. Summary page displays default options. Select Finish. Delete Rule is created and is displayed under the Delete Rules node. Under the Delete Rules node, highlight the delete Delete rule information in text view displays the default rule and verify that the text view displays the options. correct options. Force a Background Scan. All files were deleted from the extended drive and from the media (already mounted). Run a Restore task on the media. No files are restored. PURGE operation Follow the steps below and verify the outcome of the PURGE operation of DXW. Step Purge After Move Change the move rule by checking the Purge After Move checkbox. Write one file to the media folder. Activate the move schedule. Watch for the file move to take place. Verify that the file is purged by checking the Migration status through DXWShell Extensions. Purge by DXWShell Extensions Fetch one file written to the media folder during preceding test. Verify that the file is now fetched by checking the Migration status through DXWShell. Right-click on the file through Explorer, and select DiskXtender. Click View File Properties > File Settings > Purge File button. Purge During Scan Set a default Move Rule, set a Purge Rule with the setting Purge files during Background Scans ; all other settings are default. Set a 24-hour move schedule. Write one small file to the extended drive. Let those files migrate. Force Background Scan. Result The file is in the media folder. The Pending Move statistic increases from 0 to 1. The Pending Purge statistic does not change. Pending Move will decrease from 1 to 0. Pending purge should not change, Purged should increase by 1 and Moved should increase by 1. Migration status should be Purged. Migration status should be Fetched. The Migration status changes from Fetched to Purged. Move statistics show that files are moved and purge statistics show that no files are purged. Purge statistics show that files are purged. Applied Technology 15

16 DATA validation operation Follow the steps below and verify the outcome of the DATA validation operation of DXW. Step Remove the media from the media folder. Add media to the media folder and schedule the media for File Restore ASAP. Set Direct read. After restore: compare the contents of the media folder with the original files. Result Operation completes successfully. File restore will start immediately. The comparison is successful. All files are identical. Conclusion Using DiskXtender for Windows in conjunction with RecoverPoint offers efficient storage management, leveraging the capabilities of DiskXtender for Windows. A DXW-RecoverPoint solution also ensures quick recovery and availability of data in case of a disaster by exploiting the capabilities of RecoverPoint. The two products function independently but offer a better solution when used together. References EMC DiskXtender Release 6.4 Microsoft Windows Version Installation Guide EMC DiskXtender Release 6.4 Microsoft Windows Version Best Practices Guide EMC DiskXtender Release 6.4 Microsoft Windows Version Administration Guide EMC RecoverPoint Installation Guide EMC RecoverPoint Quick-Start Guide EMC RecoverPoint Security Configuration Guide EMC RecoverPoint Administration Guide Applied Technology 16

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