IBM Tivoli. Storage Resource Manager NAS Component. Supplement. Version 1 Release 1 TSOS-RG

Transcription

1 IBM Tivoli Storage Resource Manager NAS Component Supplement Version 1 Release 1 TSOS-RG

2 Tivoli Storage Resource Manager NAS Supplement Printed Date: September, 2002 Publication Number: TSNS-UG This edition applies to version 1, release 1, of IBM Tivoli Storage Resource Manager and to all subsequent releases and modifications until otherwise indicated in new editions. Copyright Information Copyright International Business Machines All rights reserved. US Government Users Restricted Rights Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp. Names marked or and other company and product names may be trademarks or registered trademarks of their respective vendors or organizations. Oracle is a registered trademark and Oracle8i is a trademark or registered trademark of Oracle Corporation. Microsoft is a registered trademark and SQL Server is a trademark of Microsoft Corporation. Sybase and Adapative Server are trademarks of Sybase, Inc. JCLASS - JChart, JTable, PageLayout are trademarks of SITRAKA INC. SPRINTA - JDBC driver for MS SQL is a trademark of i-net software GmbH, Berlin, Germany. REGEX - Regular Expression interpreter is a trademark of Henry Spencer. JMGMT - Free Java SNMP Stack is a trademark of Sven Dörr, Rheinstetten, Germany. ZLIB - Library Compression is a trademark of Jean-loup Gailly and Mark Adler.

3 Preface What s New 0 The following describes the new feature that is available in this version of the IBM Tivoli Storage Resource Manager NAS Component: Work with Quotas defined on Network Appliance filers. Tivoli Storage Resource Manager NAS Component now enables you to import, view, and report on the Quotas defined on Network Appliance filers. Tivoli Storage Resource Manager NAS Component automatically imports certain Quotas from NetApp filers when you schedule and run a special Tivoli Storage Resource Manager Quota checking job. You can then use the Network Appliance Quotas node under Policy Management to: view the definition for each imported Quota determine when and how you will be alerted when the hard limit defined with a NetApp Quota is close to being violated. For example, you can define to be alerted when: a user or user group is close to reaching the hard limit defined within the corresponding NetApp Quota the space consumed on a Qtree is approaching the hard limit defined within the corresponding NetApp Quota You can use Tivoli Storage Resource Manager NAS Component to work with specific NetApp Quotas that are defined to limit the space: used on Qtrees consumed by specific users consumed by specific user groups See the Policy Management chapter in this user guide for more information on how to work with NetApp Quotas on NAS filers. IBM Tivoli Storage Resource Manager NAS Component Supplement 3

4 Preface About This Guide About This Guide 0 This guide provides: an overview of the IBM Tivoli Storage Resource Manager NAS Component instructions how to install and configure the IBM Tivoli Storage Resource Manager NAS Component for use in your environment instructions on how to use the IBM Tivoli Storage Resource Manager NAS Component Conventions 0 Some or all of the following conventions appear in this guide: Symbol or Type Style Represents Example Bold a new term...called a source object. Alternate color (online only) hotlinked cross-references to other sections in this guide; if you are viewing this guide online in PDF format, you can click the cross-reference to jump directly to its location...see Chapter 3, Monitoring. Italic words that are emphasized...the entry after the current entry... Monospace the titles of other documents syntax variables directories, file names, command names, computer code computer screen text, system responses, command line commands IBM Tivoli Storage Resource Manager Reference Guide COPY filename &HIGHLVL.SRCLIB Copy file? Y/N Monospace bold what a user types...enter RUN APP.EXE in the Application field! choosing a command from a cascading menu File! Import! Object Highlighted Screen Text used to callout screen text on characterbased screen captures. (When viewed online, the screen text will be blue.) Dataset... Product... Parmlib... 4 IBM Tivoli Storage Resource Manager NAS Component Supplement

5 Preface Command Syntax Conventions Command Syntax Conventions 0 Use syntax command statements for UNIX commands as follows: name [option...] [command argument...] Options consist of one character and are always preceded by a hyphen (-). Options with no arguments can be grouped after a single hyphen. [] Brackets surround an option or command argument that is not required. {} Curly brackets enclose options or arguments that are interdependent; everything enclosed must be treated as a unit. Related Publications 0 As you use this guide, you might find it helpful to have these additional books available for reference: IBM Tivoli Storage Resource Manager Installation Guide IBM Tivoli Storage Resource Manager Configuration and Getting Started Guide IBM Tivoli Storage Resource Manager Reference Guide IBM Tivoli Storage Resource Manager Quick Reference Guide IBM Tivoli Storage Resource Manager NAS Component Supplement 5

6 Preface Related Publications 6 IBM Tivoli Storage Resource Manager NAS Component Supplement

7 IBM Tivoli Storage Resource Manager NAS Component Overview What is IBM Tivoli Storage Resource Manager? Purpose Architecture Installing and Configuring Tivoli Storage Resource Manager NAS Component 6 Understanding Your Environment Install the IBM Tivoli Storage Resource Manager NAS Component Configure the IBM Tivoli Storage Resource Manager NAS Component Change the Default Logon ID and Password (Optional) Add SNMP Communities (Optional) For More Information Upgrading to the IBM Tivoli Storage Resource Manager NAS Component.. 16 Run the Upgrade Program Enter a NAS License Key and Restart the Tivoli Storage Resource Manager Server 17 Discover NAS Filers License Agents and NAS Filers Assign Agents to Filesystems IBM Tivoli Storage Resource Manager NAS Component Supplement 1-1

8 IBM Tivoli Storage Resource Manager NAS Component Quick Steps for the IBM Tivoli Storage Resource Manager NAS Component IBM Tivoli Storage Resource Manager NAS Component Basics Monitoring Alerting Policy Management Working with Scripts Reporting IBM Tivoli Storage Resource Manager NAS Component Supplement

9 IBM Tivoli Storage Resource Manager NAS Component Overview Overview 0 What is IBM Tivoli Storage Resource Manager? 0 IBM's Tivoli Storage Resource Manager is the industry's first and best Java- and web-based Storage Resource Management (SRM) solution designed for the open enterprise. Providing unparalleled flexibility in monitoring, alerting, and reporting on the storage assets of your enterprise, Tivoli Storage Resource Manager helps you: Reduce storage costs Ensure application availability Forecast future storage needs Make data owners accountable for storage usage Tivoli Storage Resource Manager's user interface (UI) uses a familiar tree-based navigation system similar to the scheme used in Microsoft Windows Explorer. This system allows you to see a hierarchical organization of the product and its features in the left pane of the interface while viewing detailed reports and charts in the right pane. The following graphic shows the Tivoli Storage Resource Manager s main window: function tree content pane Figure 1 Tivoli Storage Resource Manager Main Window IBM Tivoli Storage Resource Manager NAS Component Supplement 1-3

10 IBM Tivoli Storage Resource Manager NAS Component Overview Purpose 0 Tivoli Storage Resource Manager NAS Component enables storage administrators to monitor, report on, and manage networked attached storage (NAS) resources. Tivoli Storage Resource Manager NAS Component is seamlessly integrated with the Tivoli Storage Resource Manager suite to provide organizations with a universal view of direct attached and network attached storage, from a filesystem or application perspective. Tivoli Storage Resource Manager NAS Component helps organizations manage network attached storage as an integrated part of the enterprise storage environment, reducing storage costs, better managing enterprise storage resources, preventing storage problems, and ensuring data and application availability. Architecture 0 Tivoli Storage Resource Manager is based upon a three-tier architecture: a UI component, a Server component, and an Agent component. Tivoli Storage Resource Manager Agents collect statistics about your storage and send that information to the centralized Tivoli Storage Resource Manager Server. Install Agent(s) on Windows or Unix machines from which the NAS filers you want to scan are visible. You do not install Agents to the NAS filers themselves rather, you install them to Windows and/or Unix machines that have access to those NAS filers (for example, install Agents to Windows machines that can access your NAS filers; install Agents to Unix machines that have imports for the filesystems within your NAS filers). The Tivoli Storage Resource Manager Server: Receives information from the Tivoli Storage Resource Manager Agent(s) and saves that information in the Tivoli Storage Resource Manager Enterprise Repository. The Enterprise Repository is where all of your storage information and usage statistics are stored. All Agent and UI access to the central repository is done via a series of calls and requests made to the Tivoli Storage Resource Manager Server. Receives user requests made in the Tivoli Storage Resource Manager UI and retrieves the requested statistical information from the central repository. Users can then use this information construct and view reports. The Tivoli Storage Resource Manager UI enables users to make requests for information and then generate/display reports based on that information. Note All database access is done via the Tivoli Storage Resource Manager Server component to maximize performance and to eliminate the need to install database connectivity software on your Agent and UI machines. See the Tivoli Storage Resource Manager Installation Guide for more detailed information about installing these components. 1-4 IBM Tivoli Storage Resource Manager NAS Component Supplement

11 IBM Tivoli Storage Resource Manager NAS Component Overview The following figure illustrates a sample configuration of Tivoli Storage Resource Manager NAS Component within an environment containing NAS filers. A systems or storage administrator can run the Tivoli Storage Resource Manager UI component from a local direct connect client, a mobile web client, or a local web client machine. The Server component acts as a central traffic cop, directing all aspects of the operation of Tivoli Storage Resource Manager. All user requests made in the UI are sent to the Tivoli Storage Resource Manager Server. The Server retrieves the appropriate data from the central repository and returns it to the UI, allowing the user to construct and display reports. It also directs Agent activity via its embedded job-scheduling component. The Agents for scanning NAS filers can be installed on Windows or Unix machines that have access to those NAS filers. Tivoli Storage Resource Manager NAS Component can monitor the filesystems on the NAS filers that were discovered The NAS filers within your environment are automatically discovered by Tivoli Storage Resource Manager. Figure 2 Tivoli Storage Resource Manager NAS Component - Sample Configuration For More Information See the following guides for more detailed information about how to use Tivoli Storage Resource Manager with Tivoli Storage Resource Manager NAS Component to monitor your storage environment: Tivoli Storage Resource Manager Reference Guide Tivoli Storage Resource Manager Quick Reference Guide IBM Tivoli Storage Resource Manager NAS Component Supplement 1-5

12 IBM Tivoli Storage Resource Manager NAS Component Installing and Configuring Tivoli Storage Resource Manager NAS Component Installing and Configuring Tivoli Storage Resource Manager NAS Component 0 This section describes how to install and configure Tivoli Storage Resource Manager NAS Component in a new environment (i.e., Tivoli Storage Resource Manager is not currently installed in that environment). If you are upgrading an existing installation of Tivoli Storage Resource Manager, see the Upgrading to the IBM Tivoli Storage Resource Manager NAS Component section. Understanding Your Environment 0 Before installing and configuring Tivoli Storage Resource Manager NAS Component, you must be aware of the domains for: the user whose ID/password Tivoli Storage Resource Manager will use to log into the discovering/scanning Agent and NAS filers the Agents that will perform the discovery and scan of NAS filers the NAS filers you want to discover and scan Keep the following in mind: NAS filers that you want monitor have to be configured to be a member of a Windows domain. Tivoli Storage Resource Manager uses the login/password you enter during the installation process or on the Filer Logins window to perform a: local login on the Agent that will perform a discovery/scan of NAS filers a remote login on the NAS filers The login/password must be valid for both the Agent and the NAS filer. See the 1. Specify Logins for NAS Filers (Windows only) section for more information about the Remote Server Logins window. The user whose account information is being used by Tivoli Storage Resource Manager to log into a NAS filer is in the same domain as that NAS filer. The Agent that is logging into and scanning the NAS filer is not required to be in the same domain as the user or the NAS filer. The domain of the Agent machine must trust the domain of the NAS filer (which is the same domain as the user). 1-6 IBM Tivoli Storage Resource Manager NAS Component Supplement

13 IBM Tivoli Storage Resource Manager NAS Component Installing and Configuring Tivoli Storage Resource Manager NAS Component Install the IBM Tivoli Storage Resource Manager NAS Component 0 Perform the following steps to install Tivoli Storage Resource Manager NAS: 1 Run the Tivoli Storage Resource Manager setup program. Insert the IBM Tivoli Storage Resource Manager CD into the machine where you want to install the Tivoli Storage Resource Manager NAS Component, access the appropriate OS folder, and run the setup program. 2 Enter the license key for Tivoli Storage Resource Manager NAS Component and Tivoli Storage Resource Manager. After you start the installation process and choose the components you want to install, the License Key Entry window appears. Enter the license key for Tivoli Storage Resource Manager NAS Component that was provided to you by an IBM representative. 3 Specify configuration information for Tivoli Storage Resource Manager NAS Component. Enter configuration information for your NAS filers on the NAS Discovery Parameters window that appears during the installation process. For Windows: Enter information in this window if you are using Tivoli Storage Resource Manager agents on Windows machines to discover and scan the NAS filers within your environment. CIFS (Common Internet File System) requires Tivoli Storage Resource Manager Agents on Windows machines to have a valid user ID and password to log into NAS filers. For Unix: You are only required to enter information in the SNMP Communities field on this window if you are using Tivoli Storage Resource Manager agents installed on Unix machines to discover and scan your NAS filers. Tivoli Storage Resource Manager will automatically (without a user name/password) discover the NAS filers for which it has an import on the Unix machines where Agents are installed. This NAS Discovery Parameters window contains the following fields: User Name, Password (Windows only) Enter the default user name and password that Tivoli Storage Resource Manager Agents on Windows machines will use when logging into NAS filers. When attempting to perform an initial discovery of NAS filers after the installation process is complete, Tivoli Storage Resource Manager will use the name and password in these fields to log in to the NAS Filers. Keep in mind that the user must be in the same domain as the NAS filers you want to discover. If a NAS filer requires a different user name and password than the default user name and password entered on this window, an error will occur when Tivoli Storage Resource Manager attempts to discover the filesystems on that NAS filer. For the NAS filers that require a user name and password other than the default, you must access the Login Administration window within the Client UI to assign the correct user name and password to those filers. IBM Tivoli Storage Resource Manager NAS Component Supplement 1-7

14 IBM Tivoli Storage Resource Manager NAS Component Installing and Configuring Tivoli Storage Resource Manager NAS Component SNMP Communities (Windows and Unix) Enter the name of the SNMP communities Tivoli Storage Resource Manager should use when communicating with machines in your environment. If you do not enter the name of an SNMP community, the default community public is used. Tivoli Storage Resource Manager uses the SNMP protocol to contact and identify NAS filers. 4 Install and license Tivoli Storage Resource Manager Agents. Install and license Tivoli Storage Resource Manager Agent(s) on Windows or Unix machines from which the NAS filers you want to scan are visible. You do not install Agents to the NAS filers themselves rather, you install them to Windows and/or Unix machines that have access to those NAS filers (for example, install Agents to Windows machines within the same domain as NAS filers; install Agents to Unix machines that have imports for the filesystems within the NAS filers). 5 Complete the installation and discover NAS Filers. 6 After you complete the installation process, Tivoli Storage Resource Manager Agents perform an initial discovery of the NAS filers in the domain (Windows) or the filers for which they have an import (Unix). A Discovery job is sent to every Unix Agent and to one Windows machine in each Windows domain (one Windows machine in each domain is responsible for finding all the NAS filers that are accessible from within its domain). For Windows: If NAS filers within the environment require a user name and password other than the default you entered on the NAS Discovery Parameters window, the discovery of filesystems on those NAS filers will fail. You must access the Filer Logins window within the Client UI to assign the correct user name and password to those filers. For Unix: Tivoli Storage Resource Manager will discover filers using the Agents on machines that contain imports for NAS filer filesystems. A Discovery job will: log in to NAS filers. gather information about the filesystems visible on those filers to the Agent. For Unix, it gathers information about file systems that it can actually see (i.e. filesystems that are mounted to the Unix boxes). For Windows, it finds all the NAS filers that are visible through CIFS. determines which filesystems are visible to which Agents. 7 If all your NAS filers use the default login ID and password provided on the NAS Discovery window, or your NAS filers are accessible to Unix Agents, continue to the 3. License Agents and NAS Filers section. If some of your NAS filers require login IDs and passwords other than the default, continue to the next section, Configure the IBM Tivoli Storage Resource Manager NAS Component. 1-8 IBM Tivoli Storage Resource Manager NAS Component Supplement

15 IBM Tivoli Storage Resource Manager NAS Component Installing and Configuring Tivoli Storage Resource Manager NAS Component Configure the IBM Tivoli Storage Resource Manager NAS Component 0 Perform the steps in this section only if your NAS filer(s) require a different login ID and password than the default one you provided during the installation process. If all your NAS filers use the default login ID and password, or your NAS filers are accessible to Unix Agents, you can skip this section and continue to the next section, 4. Assign Agents to Filesystems. Note CIFS (Common Internet File System) requires users to log in to gain access to shares. Unix Agents do not use CIFS to communicate with NAS filers, and therefore do not require a user ID and password. After you install Tivoli Storage Resource Manager NAS Component, it automatically performs a discovery of your NAS filers using the default login information you provided. If a NAS filer uses an ID and password other than the default you provided, the discovery of that NAS filer s filesystems will fail. Before you can use Tivoli Storage Resource Manager NAS Component to monitor and scan the storage on those NAS filers, you must reconfigure and rerun Discovery jobs on them. This section describes how to install configure NAS filers that do not use the default logon ID/ password and run Discovery jobs on those filers. Configuring Tivoli Storage Resource Manager NAS Component consists of the following steps: 1. Specify Logins for NAS Filers (Windows only). Perform this step for Windows Agents that were unable to discover the filesystems on NAS filers using the default user name and password entered during the installation process. 2. Discover NAS Filers.After you set the logon ID and password for NAS filers that do not use the default settings, you must run a Discovery job against those filers. 3. License Agents and NAS Filers. Before you can assign Agents to NAS filers and monitor their storage, you must assign Tivoli Storage Resource Manager licenses to the Agents that will monitor NAS filers, and assign Tivoli Storage Resource Manager NAS Component licenses to the NAS filers that you want to monitor 4. Assign Agents to Filesystems. Assign an Agent to each of the filesystems in your NAS filers. You must perform this step before you can monitor and scan the storage on your NAS filers. 1. Specify Logins for NAS Filers (Windows only) 1 Start a Tivoli Storage Resource Manager NAS Component Client UI session. 2 Expand the Configuration! General node in the function tree. 3 Click the License Keys node. The License Key Editor window appears. 4 Click next to Tivoli Storage Resource Manager NAS Component. The Tivoli Storage Resource Manager NAS Component License Editor window appears and displays all the NAS filers discovered by Tivoli Storage Resource Manager. IBM Tivoli Storage Resource Manager NAS Component Supplement 1-9

16 IBM Tivoli Storage Resource Manager NAS Component Installing and Configuring Tivoli Storage Resource Manager NAS Component 5 Click the Filer Logins tab. The Filer Logins window appears and displays a list of licensed NAS filers. Because Unix Agents do not require password administration to access NAS Filer filesystems, any NAS filers accessible by Unix Agents within your environment will not appear in this window. 6 Highlight the row containing the NAS filer whose login ID and password you want to set and click Set login per row. If you want to set the same login ID and password for multiple NAS filers, highlight the rows containing the entries for the filers using Shift+click or Ctrl+click and click Set login for all selected rows. The File Login Editor window appears. 7 Enter a valid, fully-qualified user login ID and password for each of the listed NAS filers that do not accept the default login ID and password. The user logins must have permission to enumerate the filesystems in every NAS filer against which you want to run discovery. Tivoli Storage Resource Manager uses the login/password you enter during the installation process or on the Remote Server Logins window to perform a: local login on the Agent that will perform a discovery/scan of NAS filers a remote login on the NAS filers The login/password must be valid for both the Agent and the NAS filer. If the user is not in the same domain as the NAS Filer, you must qualify the domain name in the user ID (for example, \tivoli\tsrm\jsmith, \COMPANYABC\jdoe, etc). 8 Click Save. The Filer Logins window reappears and the new login ID(s) for the NAS filer(s) is displayed. 2. Discover NAS Filers After you set the logon ID and password for NAS filers that do not use the default settings, you must run a Discovery job against those filers. A Discovery job will: log in to those NAS filers IBM Tivoli Storage Resource Manager NAS Component Supplement

17 IBM Tivoli Storage Resource Manager NAS Component Installing and Configuring Tivoli Storage Resource Manager NAS Component gather information about the filesystems visible on those filers to the Agent. For Unix, it gathers information about file systems that it can actually see (i.e. filesystems that are mounted to the Unix boxes). For Windows, it finds all the NAS filers that are visible through CIFS. determines which filesystems are visible to which Agents. To run a Discovery job: 1 Expand the Monitoring node in the function tree. 2 Right click the Discovery node. A pop-up menu appears. 3 Select Run Now. A Discovery job will run and the appropriate Agents will use the login ID and password you specified to discover the filesystems on the NAS filers that were not discovered during installation. 4 Continue to the 3. License Agents and NAS Filers section after Tivoli Storage Resource Manager has discovered the filesystems on your NAS filers. 3. License Agents and NAS Filers Before you can assign Agents to NAS filers and monitor their storage, you must: 1 assign Tivoli Storage Resource Manager licenses to the Agents that will monitor NAS filers 2 assign Tivoli Storage Resource Manager NAS Component licenses to the NAS filers you want to monitor See the Tivoli Storage Resource Manager Installation Guide and Configuration and Getting Started Guide for more detailed information about how to license Tivoli Storage Resource Manager NAS Component in your environment. 4. Assign Agents to Filesystems Tivoli Storage Resource Manager NAS Component Scan jobs enable you to gather detailed information about the NAS filesystems within your environment. To do this, you must assign an Agent to each of the filesystems discovered by Tivoli Storage Resource Manager during the Discovery process. If Tivoli Storage Resource Manager Agents were unable to log into a NAS filer, you will not be able to assign Agents to the filesystems on those filers. You can assign an Agent to scan one or more filesystems. However, keep in mind that the size of a filesystem affects the speed at which that filesystem is scanned. Distributing filesystem scanning responsibilities among different Agents can greatly increase the speed at which Scan information is gathered. For example, if you have three small filesystems and one large one, you might want to assign one Agent to each of the three smaller filesystems, and a different Agent to the large filesystem. To assign Agents to the filesystems on NAS filers 1 Access the Scan/Probe Agent Administration window in the Configuration! General node of the function tree to assign Agents to each of the filesystems discovered in your NAS filers. You can assign any licensed Agent to a filesystem that has the ability to access that filesystem. IBM Tivoli Storage Resource Manager NAS Component Supplement 1-11

18 IBM Tivoli Storage Resource Manager NAS Component Installing and Configuring Tivoli Storage Resource Manager NAS Component Note If you do not assign an Agent to a filesystem, Tivoli Storage Resource Manager will not scan and gather information about that filesystem. The NAS filers discovered Windows Agents The Windows domains where the NAS filers are located The filesystems discovered in the NAS filers The Windows/Unix Agents assigned to the filesystems in the NAS filers 2 Highlight the row containing the filesystem to which you want to assign an Agent and click Set agent per row. If you want to assign the same Agent to multiple filesystems, highlight the rows containing the entries for the filesystems using Shift+click or Ctrl+click and click Set agent for all selected rows. The Filesystem Agent Editor window appears. 3 Select the Agent you want to assign to the filesystem(s) from the Scan/Probe Agent dropdown list IBM Tivoli Storage Resource Manager NAS Component Supplement

19 IBM Tivoli Storage Resource Manager NAS Component Installing and Configuring Tivoli Storage Resource Manager NAS Component Note You can only select Agents to which Tivoli Storage Resource Manager licenses are associated. Agents that do not have a Tivoli Storage Resource Manager license will not appear in this drop-down list. For more information about Tivoli Storage Resource Manager licensing, see the Tivoli Storage Resource Manager Installation Guide and the Configuration and Getting Started Guide. 4 Click Ok. The Scan/Probe Agent Administration window appears and shows the Agent assigned to the filesystem in the Scan/Probe Agent column. 5 Run the default Scan job (tivoli.default Scan) to gather detailed storage information about your NAS filesystems. Change the Default Logon ID and Password (Optional) 0 You can change the default logon ID and password that Tivoli Storage Resource Manager NAS Component Agents will use to log in to NAS filers at any time. To change the default ID and password, perform the following steps: 1 Expand the Configuration! General node in the function tree. 2 Click the License Keys node. The License Key Editor window appears. 3 Click next to Tivoli Storage Resource Manager NAS Component. The Tivoli Storage Resource Manager NAS Component License Editor window appears. 4 Click the Filer Logins tab. 5 Click Update default login and password at the bottom of the window. The Default Login Editor window appears. Note Keep in mind that if a NAS filer does not accept the default logon ID and password from a Windows Agent, Tivoli Storage Resource Manager will be unable to discover its filesystems. To set the logon ID and password for a NAS filer that does not accept the default, see the 1. Specify Logins for NAS Filers (Windows only) section. IBM Tivoli Storage Resource Manager NAS Component Supplement 1-13

20 IBM Tivoli Storage Resource Manager NAS Component Installing and Configuring Tivoli Storage Resource Manager NAS Component 6 Enter the default logon ID and password in the Logonid and Password fields. Tivoli Storage Resource Manager Agents will use this ID and password to log into NAS filers for which you have not specifically defined login information. 7 Click Save. If you want to specify an ID and password other than the default for a NAS filer(s), see the 1. Specify Logins for NAS Filers (Windows only) section IBM Tivoli Storage Resource Manager NAS Component Supplement

21 IBM Tivoli Storage Resource Manager NAS Component Installing and Configuring Tivoli Storage Resource Manager NAS Component Add SNMP Communities (Optional) 0 You can change the SNMP communities that Tivoli Storage Resource Manager will use to communicate with NAS filers at any time. To add or delete SNMP communities, perform the following steps: 1 Expand the Monitoring node in the function tree. 2 Click the Discovery node. The Edit Discovery window appears. 3 Click the Options tab. The Options window appears. 4 Enter the name of the community you want to add in the text entry box. 5 Click Add to add the community to the list box. The name of the community appears in the display area below the text entry box. For More Information 0 See the Tivoli Storage Resource Manager Installation Guide and the Configuration and Getting Started Guide for more detailed information about how to install Tivoli Storage Resource Manager and Tivoli Storage Resource Manager NAS Component in your environment. IBM Tivoli Storage Resource Manager NAS Component Supplement 1-15

22 IBM Tivoli Storage Resource Manager NAS Component Upgrading to the IBM Tivoli Storage Resource Manager NAS Component Upgrading to the IBM Tivoli Storage Resource Manager NAS Component 0 This section describes how to upgrade an existing installation of Tivoli Storage Resource Manager to include Tivoli Storage Resource Manager NAS Component. Note To upgrade an existing installation of Tivoli Storage Resource Manager to include Tivoli Storage Resource Manager NAS Component, the Tivoli Storage Resource Manager Server must be shut down and manually restarted. Any jobs scheduled to run during the time the Server is down will not run. Because of this, we recommend performing this upgrade process during off-peak hours or at a time when no Tivoli Storage Resource Manager jobs are scheduled to run. This section describes how to add Tivoli Storage Resource Manager NAS Component to an existing Tivoli Storage Resource Manager installation. If you want to install Tivoli Storage Resource Manager NAS Component to a new environment, see the Installing and Configuring Tivoli Storage Resource Manager NAS Component section. Adding Tivoli Storage Resource Manager NAS Component to an existing Tivoli Storage Resource Manager installation consists of the following steps: Run the Upgrade Program. Run the setup program to upgrade Tivoli Storage Resource Manager to the latest version. Enter a NAS License Key and Restart the Tivoli Storage Resource Manager Server. Enter a license key for Tivoli Storage Resource Manager NAS Component and restart the Tivoli Storage Resource Manager server to activate Tivoli Storage Resource Manager NAS Component. Discover NAS Filers. Discover the filesystems on your NAS filers. License Agents and NAS Filers.Ensure that the appropriate licenses are assigned to Agents and NAS filers. Assign Agents to Filesystems.Assign an Agent to each of the filesystems in your NAS filers. You must perform this step before you can monitor and scan the storage on your NAS filers Run the Upgrade Program 0 1 Insert the new IBM Tivoli Storage Resource Manager CD (i.e., the one containing the latest version Tivoli Storage Resource Manager NAS Component) into the machine where your Tivoli Storage Resource Manager Server is located. 2 Access the appropriate OS folder on the CD and run the setup program. 3 Select the Apply maintenance to IBM Tivoli Storage Resource Manager option and click Next. The setup program will update your installation of Tivoli Storage Resource Manager to the latest version. 4 Exit the setup program IBM Tivoli Storage Resource Manager NAS Component Supplement

23 IBM Tivoli Storage Resource Manager NAS Component Upgrading to the IBM Tivoli Storage Resource Manager NAS Component Enter a NAS License Key and Restart the Tivoli Storage Resource Manager Server 0 1 Start the Tivoli Storage Resource Manager Client UI. 2 Expand the Administration Services! Configuration! General node in the function tree. 3 Click the License Keys node. The content pane displays the license for the Tivoli Storage Resource Manager products you have already installed. 4 Enter the license key for Tivoli Storage Resource Manager NAS Component. The license key for Tivoli Storage Resource Manager NAS Component was provided to you by an IBM representative. 5 Click to save your changes. A message appears that notifies you that the Tivoli Storage Resource Manager Server will be shut down. Click Ok to shut down the server and install Tivoli Storage Resource Manager NAS Component. The following will occur: the Tivoli Storage Resource Manager Server is shut down when all the current running jobs are completed any jobs scheduled to run during the time the Server is down will not run Note If you select to not shut down the Server at this time, Tivoli Storage Resource Manager NAS Component will not be made available and you will need to reenter your license key information at another time. 6 End the Tivoli Storage Resource Manager Client UI session. 7 Restart the Tivoli Storage Resource Manager Server. Starting the Server under Unix. See the Starting and Stopping the Server section in the Tivoli Storage Resource Manager Configuration and Getting Started Guide for instructions on how to start the Tivoli Storage Resource Manager Server under Unix. Starting the Server under Windows. Perform the following steps: a b Access the Services window. For example, to access the Services window under Windows 2000, select Control Panel > Services. Right click the entry for the Tivoli Storage Resource Manager Server service and select Start. Discover NAS Filers 0 1 Start the Tivoli Storage Resource Manager Client UI. If your NAS filers are accessible to Agents installed on Unix boxes, skip to step 5; if your NAS filers will be accessed by Agents installed on Windows machines, continue to the next step. IBM Tivoli Storage Resource Manager NAS Component Supplement 1-17

24 IBM Tivoli Storage Resource Manager NAS Component Upgrading to the IBM Tivoli Storage Resource Manager NAS Component Note CIFS (Common Internet File System) requires users to log in to gain access to shares. Unix Agents do not use CIFS to communicate with NAS filers, and therefore do not require a user ID and password. 2 Expand the Configuration! General! License Keys node in the function tree and click the Filer Logins tab. 3 Click the Update default login and password button. The Default Login Editor window appears. 4 Enter the default logon ID and password that Tivoli Storage Resource Manager Agents on Windows machines will use when logging into NAS filers. When attempting to perform an initial discovery of NAS filers, Tivoli Storage Resource Manager will use the ID and password in these fields to log in to the NAS Filers. If a NAS filer requires a different user name and password than the default user name and password entered on this window, an error will occur when Tivoli Storage Resource Manager attempts to discover the filesystems on that NAS filer. 5 Use the Monitoring! Discovery node in the function tree to set up and run a Tivoli Storage Resource Manager NAS Component Discovery job. Make sure to enter the name of the SNMP communities Tivoli Storage Resource Manager should use when communicating with machines in your environment. If you do not enter the name of an SNMP community, the default community public is used. Tivoli Storage Resource Manager uses the SNMP protocol to contact and identify NAS filers. A Discovery job will: log in to NAS filers. gather information about the filesystems visible on those filers to the Agent. For Unix, it gathers information about file systems that it can actually see (i.e. filesystems that are mounted to the Unix boxes). For Windows, it finds all the NAS filers that are visible through CIFS. Note If the savenonroot parameter in the Tivoli Storage Resource Manager.config file is set to 1, y, or Y, Tivoli Storage Resource Manager will discover exports from NAS filers that are not root. If the savenonroot parameter in the Tivoli Storage Resource Manager.config file is not set to 1, y, or Y, Tivoli Storage Resource Manager will reject exports from NAS filers that are not root. determines which filesystems are visible to which Agents. Note A Discovery job is sent to every Unix Agent and to one Windows machine in each Windows domain (one Windows machine in each domain is responsible for finding all the NAS filers that are accessible from within its domain). If you all your NAS filers were discovered, skip to the next section, Assign Agents to Filesystems; if Tivoli Storage Resource Manager could not discover the filesystems on some of your NAS filers using the default login ID, continue to the next step IBM Tivoli Storage Resource Manager NAS Component Supplement

25 IBM Tivoli Storage Resource Manager NAS Component Upgrading to the IBM Tivoli Storage Resource Manager NAS Component 6 Expand the Configuration! General! License Keys node in the function tree and click the Filer Logins tab. The Filer Logins window appears and displays a list of the NAS filers discovered by Agents installed on Windows machines. Because Unix Agents do not require password administration to access NAS Filer filesystems, any NAS filers accessible by Unix Agents within your environment will not appear in this window. 7 Enter a valid, fully-qualified user login ID and password for each of the listed NAS filers that do not accept the default login ID and password. The user logins must have permission to enumerate the filesystems in every NAS filer against which you want to run discovery. If the user is not in the same domain as the NAS Filer, you must qualify the domain name in the user ID (for example, \tivoli\tsrm\jsmith, \COMPANYABC\jdoe, etc). 8 Use the Monitoring! Discovery node in the function tree to run another Tivoli Storage Resource Manager NAS Component Discovery job to discover the filesystems in the NAS filers that do not use the default login ID and password. IBM Tivoli Storage Resource Manager NAS Component Supplement 1-19

26 IBM Tivoli Storage Resource Manager NAS Component Upgrading to the IBM Tivoli Storage Resource Manager NAS Component License Agents and NAS Filers 0 Before you can assign Agents to NAS filers and monitor their storage, you must: 1 assign Tivoli Storage Resource Manager licenses to the Agents that will monitor NAS filers 2 assign Tivoli Storage Resource Manager NAS Component licenses to the NAS filers you want to monitor See the Tivoli Storage Resource Manager Installation Guide and the Configuration and Getting Started Guide for more detailed information about how to license Tivoli Storage Resource Manager NAS Component in your environment. Assign Agents to Filesystems 0 Tivoli Storage Resource Manager NAS Component Scan jobs enable you to gather detailed information about the NAS filesystems within your environment. To do this, you must assign an Agent to each of the filesystems discovered by Tivoli Storage Resource Manager during the Discovery process. If Tivoli Storage Resource Manager Agents were unable to log into a NAS filer, you will not be able to assign Agents to the filesystems on those filers. You can assign an Agent to scan one or more filesystems. However, keep in mind that the size of a filesystem affects the speed at which that filesystem is scanned. Distributing filesystem scanning responsibilities among different Agents can greatly increase the speed at which Scan information is gathered. For example, if you have three small filesystems and one large one, you might want to assign one Agent to each of the three smaller filesystems, and a different Agent to the large filesystem. To assign Agents to the filesystems on NAS filers 1 Access the Scan/Probe Agent Administration window in the Configuration! General node of the function tree to assign Agents to each of the filesystems discovered in your NAS filers. You can assign any Agent to a filesystem that has the ability to access that filesystem IBM Tivoli Storage Resource Manager NAS Component Supplement

27 IBM Tivoli Storage Resource Manager NAS Component Upgrading to the IBM Tivoli Storage Resource Manager NAS Component Note If you do not assign an Agent to a filesystem, Tivoli Storage Resource Manager will not scan and gather information about that filesystem. The NAS filers discovered Windows Agents The Windows domains where the NAS filers are located The filesystems discovered in the NAS filers The Windows/Unix Agents assigned to the filesystems in the NAS filers 2 Highlight the row containing the filesystem to which you want to assign an Agent and click Set agent per row. If you want to assign the same Agent to multiple filesystems, highlight the rows containing the entries for the filesystems using Shift+click or Ctrl+click and click Set agent for all selected rows. The Filesystem Agent Editor window appears. 3 Select the Agent you want to assign to the filesystem(s) from the Scan/Probe Agent dropdown list. Note You can only select Agents to which Tivoli Storage Resource Manager licenses are associated. Agents that do not have a Tivoli Storage Resource Manager license will not appear in this drop-down list. For more information about Tivoli Storage Resource Manager licensing, see the Tivoli Storage Resource Manager Installation Guide and the Configuration and Getting Started Guide. IBM Tivoli Storage Resource Manager NAS Component Supplement 1-21

28 IBM Tivoli Storage Resource Manager NAS Component Upgrading to the IBM Tivoli Storage Resource Manager NAS Component 4 Click Ok. The Scan/Probe Agent Administration window appears and shows the Agent assigned to the filesystem in the Scan/Probe Agent column. 5 Run the default Scan job (tivoli.default Scan) to gather detailed storage information about your NAS filesystems IBM Tivoli Storage Resource Manager NAS Component Supplement

29 IBM Tivoli Storage Resource Manager NAS Component 0 Tivoli Storage Resource Manager NAS Component is designed to seamlessly integrate with the interface and functionality of Tivoli Storage Resource Manager. You can perform the same operations against NAS filesystems as you would against other OS filesystems, including Scans, Probes, Quotas, Constraints, etc. This section describes the main tasks you can perform using Tivoli Storage Resource Manager NAS Component. See the Tivoli Storage Resource Manager Reference Guide for detailed information about how to use all the features provided by Tivoli Storage Resource Manager. Quick Steps for the IBM Tivoli Storage Resource Manager NAS Component 0 The following steps provide an overview of how to get started using Tivoli Storage Resource Manager NAS Component. Step 1. Install Tivoli Storage Resource Manager and Tivoli Storage Resource Manager NAS Component. 1a. Upgrade to Tivoli Storage Resource Manager NAS Component. Why do this? Perform this step to install Tivoli Storage Resource Manager and Tivoli Storage Resource Manager NAS Component to a new environment: enter the Tivoli Storage Resource Manager and Tivoli Storage Resource Manager NAS Component license keys enter general installation information required for Tivoli Storage Resource Manager For Tivoli Storage Resource Manager NAS Component: (Windows only) enter the default user name and password Windows Agents should use when discovering the filesystems on NAS filers enter the name of the SNMP community Tivoli Storage Resource Manager should use when communicating with NAS filers Perform this step to add Tivoli Storage Resource Manager NAS Component to an existing Tivoli Storage Resource Manager installation: run the upgrade program enter a NAS license key and restart Server discover NAS filers assign agents to filesystems When and how often should I do this? Perform this step to install Tivoli Storage Resource Manager and Tivoli Storage Resource Manager NAS Component in an environment where they have not previously been installed. See the Tivoli Storage Resource Manager Installation Guide for more detailed information about how to install Tivoli Storage Resource Manager. Perform this step to upgrade an existing installation of Tivoli Storage Resource Manager to include Tivoli Storage Resource Manager NAS Component. IBM Tivoli Storage Resource Manager NAS Component Supplement 1-23

30 IBM Tivoli Storage Resource Manager NAS Component Step 2. Configure Tivoli Storage Resource Manager NAS Component. 3. Define Groups to represent the entities within your organization. 4. Determine what information you want to gather about NAS filers and define the appropriate Monitoring jobs. Why do this? Perform this step to enable Tivoli Storage Resource Manager to scan and discover NAS filers: (Windows only) define the IDs and passwords that Tivoli Storage Resource Manager will use to log into NAS filers that do not accept the default login information (Windows only) run a Discovery job assign the appropriate licenses to Agents and NAS filers assign a licensed Agent to each of the filesystems discovered by Tivoli Storage Resource Manager (optional) change the default login (optional) add SNMP communities Organizing the users, NAS filers, filesystems, and directories within your organization into Groups enables you to quickly target specific entities against which to collect information, set quotas and constraints, and view reports. Determining what information you want to gather about your NAS filers is critical to helping you implement an SRM strategy. Probes and Scans are the Monitoring jobs you can define to collect information about NAS filers. The information gathered by these jobs is: used to determine if alerts are triggered reflected on the reports available in the Reporting facility When and how often should I do this? Typically, you perform this step immediately after installing Tivoli Storage Resource Manager. Once Tivoli Storage Resource Manager is configured, you do not have to perform this step again unless changes within your organization require it (such as changing the default login information, adding a new SNMP community, adding a NAS filer, etc). Create Groups before you define the: Monitoring jobs that will collect information about your NAS filers Quotas and Constraints that will enforce your storage policies Define Monitoring jobs after you have: assigned an Agent to each of the filesystems on the NAS filers discovered by Tivoli Storage Resource Manager determined the types of information you want to collect about your NAS filers Once you define a job to collect specific information about your storage, you do not need to redefine that job in the future (unless you want to make changes to it such as adding new computers or groups) defining a Monitoring job is a one-time only task. Once defined, the job will run according the schedule that you define IBM Tivoli Storage Resource Manager NAS Component Supplement

31 IBM Tivoli Storage Resource Manager NAS Component Step 5. Determine what conditions must occur before you are alerted to a problem within a NAS filer. 6. Determine the storage policies you want to enforce. 7. Use the Reporting Facility to view information gathered by Monitoring jobs and violations of thresholds defined in Quotas and Constraints. Why do this? Determining when and how you will be alerted to conditions within a NAS filer is important to helping you maintain and administer your resources. Define Computer, Filesystem, and Directory Alerts that will notify you when certain conditions are detected in a NAS filer, filesystem, and directory. When a condition is met and alert is triggered, you can choose to be notified through a SNMP trap, login notification, event log (Windows), syslog (Unix), or . If you need a way to find and fix problems or potential problems as alerts are triggered, you can use the Tivoli Storage Resource Manager Triggered Action facility to automatically address these problems. Enforcing storage policies within your organization can be critical to ensuring the proper and most cost-effective use of your storage devices. Use: Quotas to define limits on the amount of storage that a user or a group of users can consume Constraints to define the acceptable and unacceptable file types, file sizes, and file owners for a computer or a set of computers in your environment Scheduled Actions to run scripts against storage devices on a schedule that you define When a condition within a Quota or Constraint is met, you can choose to be notified through a SNMP trap, login notification, event log (Windows), syslog (Unix), or . The Reporting facility enables you to have a detailed or summary view of all your NAS filers, enterprise-wide or by age, operating system, computer, file system, and/or user. All the information available through the Reporting facility is gathered by Monitoring, Alerting, or Quota jobs. When and how often should I do this? You should define alerts: after defining Monitoring jobs based on the information gathered by Monitoring jobs Once you define an Alert, you do not need to redefine it in the future (unless you want to make changes to it) defining an Alert is a one-time only task. Computer, Filesystem, and Directory Alerts are checked whenever a Probe or Scan job is run. Computer Alerts are triggered by Probes. Filesystem and Directory Alerts are triggered by Scans. Define Quotas and Constraints: after defining Scan jobs based on the information gathered by Scan jobs Quotas: Once defined, a Quota will run according to the schedule that you specified. Because Quotas look at the information gathered by Scans to determine if a quota is violated, you should schedule Quotas to run after the appropriate Scan job(s). Constraints: Constraints are automatically checked whenever an appropriate Scan is run. Scheduled Actions: You can run Scheduled Actions: immediately, once at a specified time/date, or repeatedly according to a schedule you specify. You should view reports through the Reporting facility whenever you want to view information about the NAS filers within your enterprise. IBM Tivoli Storage Resource Manager NAS Component Supplement 1-25

32 IBM Tivoli Storage Resource Manager NAS Component IBM Tivoli Storage Resource Manager NAS Component Basics 0 Tivoli Storage Resource Manager NAS Component uses the same user interface and conventions as Tivoli Storage Resource Manager. The interface is designed to include a number of repeating elements and consistent themes to help you better perform the critical storage management tasks related your NAS filers. By understanding how these elements and themes form a logical pattern with the interface, you can learn to quickly navigate and use the Monitoring, Alerting, Policy Management, and Reporting facilities within Tivoli Storage Resource Manager. Creatable Objects You can create a number objects when working in Tivoli Storage Resource Manager to help simplify the Monitoring, Alerting, and Reporting process. Objects represent reusable definitions you can execute to perform specific tasks. Each object you can create belongs to a specific object type. The main Tivoli Storage Resource Manager object types appear in the product function tree and are defined in the following table: Object Type Groups (Monitoring, Policy Management) Discovery (Monitoring) Probes (Monitoring) Scans (Monitoring) Profiles (Monitoring) Quotas (Policy Management) Function and Use Create named groups of computers, file systems, directories, users, and OS user groups within Tivoli Storage Resource Manager. This allows you to more easily refer to those entities when you are defining things like monitoring jobs. A Discovery job allows you to define when you want to run the Discovery job and what alerts to trigger. The Discovery job will search for NAS filers and their associated filesystems that are not yet being monitored by Tivoli Storage Resource Manager. Create Probe objects to itemize and create and inventory of your storage assets, such as NAS filers, controllers, disk drives, file systems, logical units, etc. Create Scan objects to monitor the usage and consumption of your storage. Create Profile objects to define what files you want to scan and what statistical information you want to gather. Create Quota objects to control how much space a user, or group of users, can consume. This consumption can be controlled at three levels: the filesystem level, the computer level, or the entire network level IBM Tivoli Storage Resource Manager NAS Component Supplement

33 IBM Tivoli Storage Resource Manager NAS Component Object Type Constraints (Policy Management) Alerts (Alerts) Function and Use Create Constraint objects to define what are acceptable and unacceptable file types, file sizes, and file owners on a computer or a set of computers in your environment. This allows you to do things like restrict users from storing files such as MP3 files on servers. Create Alert objects to define events that you want Tivoli Storage Resource Manager to watch for. By defining the events that you want to be alerted about, you will be notified by the product in the manner you specify when one of those events occurs. Exporting User-Defined Objects You can migrate user-defined objects from one Tivoli Server to another by using an export utility run from a command line. Exporting an objects enables you to define that object once and re-use it with the jobs on another Server. You can migrate the following objects between Tivoli servers: Groups Profiles Constraints Batch Reports To export user-defined objects, export the objects to a file and then import the data in that file into the new Server. The export utility is found in the Tivoli directory, home/server/tools. The valid command line arguments are: To export user defined objects to a file, type: export -e <target-file-name> where target-file-name represents a fully qualified file name. To import previously exported data, type: export -i <target-file-name> where target-file-name represents a fully qualified file name. IBM Tivoli Storage Resource Manager NAS Component Supplement 1-27

34 IBM Tivoli Storage Resource Manager NAS Component Schedulable Jobs Another type of creatable object are Schedulable Jobs. When you expand the tree under a named object (for example, Probes), the actual job runs for that object are displayed. For example, the monitoring jobs that you create will run according to the schedule that you specify when you define the object. The schedulable job objects are defined in the following table: Job Type Discovery (Monitoring) Probe Job (Monitoring Scan Job (Monitoring Quota Checking Job (Policy Management) Aggregator Job Function and Use A Discovery job allows you to define when you want to run discovery and what alerts to trigger. The Discovery job will search for NAS filers and their associated filesystems that are not yet being monitored by Tivoli Storage Resource Manager. Probe jobs itemize and create and inventory of your storage assets, such as NAS filers, controllers, disk drives, file systems, logical units, etc. You can create many Probe jobs to run on any computer or subset of computers. Scan jobs monitor the usage and consumption of your storage. Constraints are also checked during Scan Jobs. You can create many Scan jobs to monitor the file systems of NAS filers or subset of NAS filers. Quota Checking jobs control how much space a user, or group of users, can consume. This consumption can be controlled at three levels: the filesystem level, the computer level, or at the whole network level. Aggregator Jobs run on a periodic basis and sum up storage usage across computers to allow for enforcement of quotas that span multiple machines IBM Tivoli Storage Resource Manager NAS Component Supplement

35 IBM Tivoli Storage Resource Manager NAS Component Job Runs When you create a schedulable job object, you can define when you want a job to run. You can choose to run the job: Immediately At a specified time Repeatedly on a specified schedule The term job run refers to whenever a job executes. Each job run is recorded as an entry in the product function tree and is displayed under the corresponding Schedule Job Definition (for example, Scan Definition). If you expand a job definition node (for example, the Scan node) to display its sub nodes, you will see one sub node for each job that has run. The number of jobs that are displayed is definable in the configuration facility. The job nodes that appear in the function tree are color-coded to help you quickly determine the status of a job: Job Type Job Run Node is Green Job Run Node is Red Job Run Node is Blue Function and Use The job ran successfully on all the machines on which it was deployed. The job failed. If an alert was defined for the job, you will be notified by the alert. You can also view the job log to view the error. To do this, click the job to view the run detail for the job that shows each computer on which the job ran. The status column in the detail window indicates if the job ran successfully. Click the magnifying glass icon for the computer that experienced an error to then view the log. The job is currently running on one or more machines. IBM Tivoli Storage Resource Manager NAS Component Supplement 1-29

36 IBM Tivoli Storage Resource Manager NAS Component Groups A Group represents a set of user-defined objects against which you can run Monitoring jobs, run Quota checking jobs, and view reports. Group Why use this group? Examples Computer Groups (Monitoring jobs, Constraints) Include Computer Groups in a Scan or Probe to monitor NAS filers that are related to each other or belong to a common group such as a department, a location, a territory, etc. A NAS filer can belong to one Computer Group only. Examples of Computer Groups: Sales, Accounting, Development, IT Note: the Computer Groups you define in Tivoli Storage Resource Manager NAS Component will also available in Tivoli Storage Resource Manager and Tivoli Storage Resource Manager/Apps. Filesystem Groups (Monitoring jobs, Constraints) Directory Groups (Monitoring jobs) User Groups (Quotas) OS User Groups (Quotas) Include Filesystem Groups in a Scan job to monitor entire filesystems across multiple NAS filers. A filesystem can belong to one Filesystem Group only. Include Directory Groups in a Scan job to monitor a directory across a number of NAS filers. You can include a directory in multiple Directory Groups. Include User Groups in a Quota to monitor users that are related to each other or belong to a common group such as a department, a location, a territory, etc. A user can belong to one User Group only. Include OS User Groups in a Quota to monitor users that are grouped together within the operating system. Example of a Filesystem Group: C:\, D:\, /boot, /home, /usr Example 2 Group Name - adminusers NAS filer:directory - nasfiler1:\user\*, nasfiler2:\user\*, nasfiler3:\user\* Example 1 Group Name - applications NAS filer:directory - nasfiler1:\programs, nasfiler2:\programs, nasfiler3:\programs Examples of User Groups: Administrators, Developers, Marketing staff, HR staff Note: the User Groups you define in Tivoli Storage Resource Manager NAS Component will also available in Tivoli Storage Resource Manager and Tivoli Storage Resource Manager/Apps IBM Tivoli Storage Resource Manager NAS Component Supplement

37 IBM Tivoli Storage Resource Manager NAS Component To create a Group 1 Expand the Monitoring node of the function tree. The function tree expands to display the objects within the Groups node. 2 Expand the Groups node of the function tree. The function tree expands to display group types within the Groups node. 3 Right click the type of group you want to create. A pop-up menu appears. 4 Select New Group from the pop-up menu. The content pane displays a window for defining the group. 5 Define information about the group. 6 Save the group definition. The group is saved to the repository. You will now be able to run Monitoring and Quota jobs against this group, and view reports on it. Monitoring 0 Use this section to learn how to use Monitoring jobs to gather information about NAS filers. Job Name What does this job do? Where can you can view the information collected by this job? What can you run these jobs against? Discovery Discovers the filesystems on the NAS filers within your environment. Asset Reporting NAS filers Probe Collect detailed statistics about the NAS filers in your enterprise, such as computers, disk controllers, hard disks, file systems, and exports/shares. Asset Reporting NAS filers groups of NAS filers Scan Collect statistics about the usage and trending of your actual storage consumption on NAS filers. Capacity Reporting Usage Reporting Usage Violation Reporting Backup Reporting NAS filers groups of NAS filers filesystems filesystems groups directory groups Important You can Scan and Probe NAS filers that were discovered by Tivoli Storage Resource Manager, are licensed, and have licensed Agents assigned to their filesystems only. Tivoli Storage Resource Manager will not gather information about NAS filers that were not discovered, not licensed, or do not have Agents assigned to their filesystems. See the Installing and Configuring Tivoli Storage Resource Manager NAS Component section for information on how to discover NAS filers. IBM Tivoli Storage Resource Manager NAS Component Supplement 1-31

38 IBM Tivoli Storage Resource Manager NAS Component To define a Probe 1 Expand the Monitoring node of the function tree. The function tree expands to display the schedulable jobs within the Monitoring node. 2 Right click Probe node. A pop-up menu appears. 3 Select New Probe. The content pane displays a window for defining a Probe. 4 Define information about the Probe in the content pane. The window for defining or editing the job contains the following tabs: Use the Computers tab to select the NAS filers against which to run a Probe job. You can select individual NAS filers as well as groups of NAS filers that you have previously defined using the Group facility. Tivoli Storage Resource Manager will only probe the filesystems on NAS filers to which Agents are assigned. Use the When to Probe tab to specify when and how often to run the Probe job. Use the Alert tab to define an alert that will be triggered if the probe failed. 5 Save the job definition. The job is saved to the repository and will run as scheduled. To define a Scan 1 Expand the Monitoring node of the function tree. The function tree expands to display the schedulable jobs within the Monitoring node. 2 Right click Scans node. A pop-up menu appears. 3 Select New Scan. The content pane displays a window for defining a Scan. 4 Define information about the Scan in the content pane. The window for defining or editing the job contains the following tabs: The Alert tab is available for each alert and enables you to define the condition under which an alert will be triggered and the actions that will occur based on that alert. Use the Filesystems tab to select the filesystems and NAS filers whose storage usage and consumption you want to monitor. You can include individual file systems/nas filers or groups of filesystems/nas filers against which to run the Scan job. Note An Agent must be assigned to a filesystem on a NAS filer before that filesystem will appear in this tab. Use the Computers tab to select the NAS filers whose storage usage and consumption you want to monitor. You can select individual NAS filers as well as groups of NAS filers that you have previously defined using the Group facility. Tivoli Storage Resource Manager will only scan the filesystems on NAS filers to which Agents are assigned. Use the Directory Groups tab to select the Directory Groups you want to scan. Use the Profiles tab to select which Profiles to use during the scan of the selected NAS filers and filesystems. Profiles control what files are scanned and what statistics are gathered by a Scan job IBM Tivoli Storage Resource Manager NAS Component Supplement

39 IBM Tivoli Storage Resource Manager NAS Component Use the When to SCAN tab to specify when and how often to run the Scan job. Use the Alert tab to define an alert that will be triggered if the scan failed. 5 Save the job definition. The job is saved to the repository and will run as scheduled. What are Profiles and what can you do with them? Use Profiles to specify exactly what statistical information is gathered during a Scan and finetune and control what files are examined during a Scan. Default Profiles are provided for your use with Tivoli Storage Resource Manager. Each default Profile represents a specific statistic that you can gather (which is included in the name of the Profile for convenient identification): Default Profile Name By Access By Creation By Mod Not Backed Up By Modification Size Distribution Largest Directories Largest Files Largest Orphans Most At Risk Oldest Orphans Most Obsolete Files Summary By Filesystem/ Directory Summary By Group Description Gathers statistics by length of time since last access of files. Gathers statistics by length of time since creation of files. Gathers statistics by length of time since last modification (only for files not backed up since modification). (Windows only) Gathers statistics by length of time since last modification of files. Gathers information on the size distribution of files. Gathers statistics on the n largest directories. (20 is the default amount) Gathers statistics on the n largest files. (20 is the default amount) Gathers statistics on the n largest orphan files. (20 is the default amount) Gathers statistics on the n files that have been modified the longest time ago and have not yet been backed up since they were modified. Gathers statistics on the n oldest orphan files. (20 is the default amount) Gathers statistics on the n "most obsolete" files (i.e., files that have not been accessed or modified for the longest period of time). Summarizes space usage by filesystem or directory. Summarizes space usage by OS Group. IBM Tivoli Storage Resource Manager NAS Component Supplement 1-33

40 IBM Tivoli Storage Resource Manager NAS Component Default Profile Name Summary By Owner Wasted Space Description Summarizes space usage by Owner. Gathers statistics on the non-os files not accessed in the last year and orphan files. To create a profile 1 Expand the Monitoring node of the function tree. The function tree expands. 2 Right-click the Profiles node. A pop-up menu appears 3 Select New Profile from the pop-up menu. The content pane displays a window for defining the Profile. 4 Define information about the Profile. On the Statistics tab, select statistics you want an associated Scan job to collect. On the File Filters tab, build where clauses to filter what files are analyzed. 5 Save the Profile definition. You will now be able to associate this Profile with a Scan. To migrate a Profile to a different Tivoli Server You can migrate user-defined profile definitions from one Tivoli Server to another by using an export utility run from a command line. Exporting Profiles enables you to define Profiles once and re-use them with the jobs on another Server. To do this, simply export the user-defined objects to a file, then import the exported data into the Server. The export utility is found in the Tivoli directory, home/server/tools. The valid command line arguments are: To export user defined objects to a file, type: export -e <target-file-name> where target-file-name represents a fully qualified file name. To import previously exported data, type: export -i <target-file-name> where target-file-name represents a fully qualified file name IBM Tivoli Storage Resource Manager NAS Component Supplement

41 IBM Tivoli Storage Resource Manager NAS Component What are File Filters and what can you do with them? Use file filters to build complex where clauses that will be used to filter what files are analyzed in the collection of data during a Scan. You define file filters when you create a Profile. The following file filters are available: File Filter Last Accessed Created Name Group Last Modified Attributes Size Type Owner Length Include or exclude files based on the date/time when they were last accessed date/time when they were created names (file extension) of the files OS group to which they belong date/time when they were last modified attributes of the file (such as read only, hidden, system, etc) size of the files (in bytes, KB, MB, GB, or TB) type of the files (such as regular, link directory, FIFO, etc.) owner of the files length of files (in bytes, KB, MB, GB, or TB) Example The group All of has been created with three conditions: The first condition controls what type of files to collect information on (MP3, GIF, AVI, and JPG files). The second condition specifies that the files must have been created within the last year The third condition limits this Profile to analyzing files greater than 500 kilobytes only To create a File Filter 1 Right-click the (All file conditions) on the File Filters tab in the Profile window. A pop-up menu appears. 2 Select the New Condition option from the pop-up menu. The Create Condition window appears. Use this window to select the condition (and its associated value) for a file filter. 3 Select the conditions for a file filter and their associated values. For example, you might choose to include all files last accessed between May 1 and June 1, or all files larger than five megabytes in size. Depending on the condition you choose to define, the fields on the window automatically change to reflect the required values for that condition. 4 Click Ok. The file filter is saved to the Profile. IBM Tivoli Storage Resource Manager NAS Component Supplement 1-35

42 IBM Tivoli Storage Resource Manager NAS Component 5 To create more file filters for a Profile, right click the existing file filter and repeat steps 1-4. You can create multiple file filters for a Profile. If you create multiple file filters, you must associate the conditions with each other in a group or groups. File Filter groups enable you to further define your file filter to include or exclude certain files based on specific criteria. For More Information See the Monitoring sections in following guides for more detailed information about how to use Tivoli Storage Resource Manager to monitor your storage assets: Tivoli Storage Resource Manager Reference Guide Tivoli Storage Resource Manager Quick Reference Guide Alerting 0 After defining Monitoring jobs to collect storage information about NAS filers, you can define Computer, Filesystem, and Directory Alerts that automatically notify you when storage-related events occur: Alert Type Computer Alerts Filesystem Alerts Directory Alerts What can I do with this alert? Define Computer Alerts to be notified when conditions that you specify are detected on a NAS filer. Associated Monitoring Job: Probe Define Filesystem Alerts to be notified when conditions that you specify are detected on a filesystem. Associated Monitoring Job: Scan Define Directory Alerts to be notified when conditions that you specify are detected on a directory. Associated Monitoring Job: Scan What conditions can trigger this alert? New Disk Detected Disk Not Found New Filesystem Detected Filesystem Not Found Filesystem Reconfigured Filesystem Freespace Less Than Free Unix FS Inodes less Than Directory Not Found Directory Consumes More Than To create a Computer, Filesystem, or Directory Alert 1 Expand the Alerting node of the function tree. The function tree expands to display the different alerts you can define 2 Right click the Computer Alerts, Filesystem Alerts, or Directory Alerts node. A pop-up menu appears. 3 Select New Alert from the pop-up menu. The content pane displays a window for defining an Alert. 4 Define information about the Alert in the content pane. The window for defining or editing the job contains different tabs depending on the type of the alert IBM Tivoli Storage Resource Manager NAS Component Supplement

43 IBM Tivoli Storage Resource Manager NAS Component The Alert tab is available for each alert and enables you to define the condition under which an alert will be triggered and the actions that will occur based on that alert. Use the Filesystems tab to select the filesystems for which you would like to monitor for the alerting condition you defined in the Alert tab. You can select individual filesystems as well as groups of filesystems that you have previously defined using the Group facility. Note An Agent must be assigned to a filesystem on a NAS filer before that filesystem will appear in this tab. Use the Computers tab to select the NAS filers for which you would like to monitor for the alerting condition defined in the Alert tab. You can select individual NAS filers as well as groups of NAS filers that you have previously defined using the Group facility. The Directory Group tab appears for Directory Alerts and enables you to select the directories and directory groups that you would like to monitor for the alerting condition you defined in the Alert tab. 5 Save the job definition. The job is saved to the repository and will run as scheduled. Alert Notification Mechanisms Tivoli Storage Resource Manager provides you with a number options for defining who gets notified when an alert occurs and how that notification is delivered. The choice of which alert mechanism to use will most likely depend upon the severity of the event that triggers the alert. The available alert mechanisms are described below: Alert Mechanism SNMP Trap Upon Log In to Tivoli Storage Resource Manager GUI Windows or Unix Event log Run Script or Pager Allows you to: Interface with the frameworks that might already be in use within your environment. Receive a list of alerts that are targeted for you every time you log in to Tivoli Storage Resource Manager. Write out alert messages to the OS log. If you already have an administrator monitoring OS logs, this is an easy way to have all of your priority messages centralized for quick notification and viewing. Run a script in response to an alert. See the Working with Scripts section for more information about running scripts. Receive and or page when a specific type of alert is triggered. Tivoli Storage Resource Manager can send this type of notification to you, the storage administrator, and/or the violating user. This is very useful for high priority events such as running out of free space or imminent disk failure. IBM Tivoli Storage Resource Manager NAS Component Supplement 1-37

44 IBM Tivoli Storage Resource Manager NAS Component Alert Log Use the Alert Log to view alerts and operate upon those alerts. You can view: Alerts by type (such as by Computer, Disk, Filesystem, Directory, User, OS User Group) All alerts Alerts directed to you (the user currently logged into the Tivoli Storage Resource Manager UI component) The following figure shows the Alert Log window. Figure 3 Alert Log Window All The following table describes the buttons at the top of the Alert Log window: Button Clear Delete Clear ALL Description Clear the selected alerts. Delete the selected alerts from the alert log. Clear all of the alerts in the report IBM Tivoli Storage Resource Manager NAS Component Supplement

45 IBM Tivoli Storage Resource Manager NAS Component Button Delete ALL Refresh Description Delete all of the alerts in the current report from the alert log. Regenerate the report you are viewing to pick up any newly generated alerts that have been triggered since you last generated the report. For More Information See the Alerting sections in following guides for more detailed information about how to use Tivoli Storage Resource Manager to trigger alerts based on storage conditions: Tivoli Storage Resource Manager Reference Guide Tivoli Storage Resource Manager Quick Reference Guide Policy Management 0 After defining Monitoring jobs, use Quotas, Constraints, and scheduled actions to enforce storage policies within your organization: Policy Type What can I do with this job? What conditions can trigger an alert? What can you run these jobs against? Quotas Schedule Quotas to define limits on and monitor the amount of storage that a user or a group of users can consume. Associated Monitoring Job: Scan User consumers for than n, where n represents a number measured in kilobytes, megabytes, or gigabytes NAS filers groups of NAS filers filesystems filesystems groups users user groups Network Appliance Quotas Use this node to import, view, and report on the NetApp Quotas defined on NAS filers. Associated Monitoring Job: Scan % of hard limit, where % represents the percentage of the hard limit that is currently being consumed. For example, if a NetApp Quota hard limit for a user is 100MB, and the % defined in the Tivoli Storage Resource Manager NAS Component quota is 90%, an alert is trigged when that user consumes 90MB or more. Qtrees users user groups IBM Tivoli Storage Resource Manager NAS Component Supplement 1-39

46 IBM Tivoli Storage Resource Manager NAS Component Policy Type What can I do with this job? What conditions can trigger an alert? What can you run these jobs against? Constraints Use Constraints to define the acceptable and unacceptable file types, file sizes, and file owners for computer(s) in your environment. Associated Monitoring Job: Scan Violating files consume more than n, where n represents a number measured in kilobytes, megabytes, or gigabytes NAS filers groups of NAS filers filesystems filesystems groups Scheduled Actions Use scheduled actions to schedule scripts to run against computers and computer groups Associated Monitoring Job: n/a Not applicable. The Scheduled Action facility enables you to run scripts according to the schedule that you define you do not have to associate the script with an alert. NAS filers groups of NAS filers Quotas Quotas allow you to specify limits at three different levels for individual users or group of users: at the Filesystem level define a Quota for a user or OS user at the filesystem level. at the Computer level define a Quota that places limits on a specific NAS filer for a user or OS user. This means that the Quota you set for a user or group of users will be monitored on each NAS filer included in the Quota. at the Network level define a Quota that place limits over multiple machines. You can place network level limits on users or OS users for all the computers (or a chosen subset) or filesystems in your environment. To Set a Quota 1 Expand the Policy Management! Quotas nodes of the function tree. The function tree expands to display the quotas you can define, which includes User and OS User Group. 2 Expand the User or OS User Group node depending on the type of quota you want to create. The function tree expands to display the levels at which you can define the quota, which includes Network, Computer, and Filesystem. 3 Right click the Network, Computer, or Filesystem node. A pop-up menu appears. 4 Select New Quota from the pop-up menu. The content pane displays a window for defining the Quota. 5 Define information about the Quota in the content pane. The window for defining or editing the job contains the following tabs depending on the type of Quota. Use the Users or Groups tab to select the users/user groups or OS users/os user groups to which you want to apply the Quota IBM Tivoli Storage Resource Manager NAS Component Supplement

47 IBM Tivoli Storage Resource Manager NAS Component Use the Filesystems tab to select the filesystems against which the Quota will apply. You can select individual filesystems, as well as filesystem groups that you have previously defined using the Group facility. Note An Agent must be assigned to a filesystem on a NAS filer before that filesystem will appear in this tab. Use the Computers tab to select the NAS filers against which the Quota will apply. You can select individual NAS filers as well as groups of NAS filers that you have previously defined using the Group facility. Use the When to CHECK tab to schedule how often you want the Quota to be checked. Use the Alert tab to define an alert that will be triggered if a user or user group violates the Quota. 6 Save the Quota definition. The Quota is saved to the repository and will checked as scheduled. How Quotas Work 1 A Scan gathers extensive information about the NAS filers, filesystems, and directories within an enterprise. This information is stored in the Enterprise Repository. 2 When a Quota job runs, it checks the information in the Enterprise Repository to determine if any Quota violations exist. 3 If there are any violations, an alert is triggered and the appropriate action is taken. Tip Because the information analyzed by Quotas is provided by Scans, you should schedule a Quota to run after all the corresponding Scans. This ensures that Quotas are using the latest information to determine violations. Network Appliance Quotas You can use Tivoli Storage Resource Manager NAS Component to work with Quotas defined using the software provided with Network Appliance Filers. Using the Network Appliance node under Policy Management, you can: import certain Quotas from NetApp filers when you schedule and run a Quota checking job view the definition for each imported Quota determine when and how you will be alerted when the hard limit defined with a NetApp Quota is close to being violated. For example, you can define to be alerted when: a user or user group is close to reaching the hard limit defined within the corresponding NetApp Quota IBM Tivoli Storage Resource Manager NAS Component Supplement 1-41

48 IBM Tivoli Storage Resource Manager NAS Component the space consumed on a QTree is approaching the hard limit defined within the corresponding NetApp Quota Specifically, Tivoli Storage Resource Manager NAS Component enables you to work with the following types of Network Appliance Quotas: Quotas that limit the space that QTree directories can consume on a volume Quotas that limit the space consumed by specific users on a volume Quotas that limit the space consumed by specific user groups on a volume Quick Steps for Working with NetApp Quotas The following describes the general steps you must perform when using Tivoli Storage Resource Manager NAS Component to work with Network Appliance Quotas: 1 Run a Scan job against the Network Appliance filers whose Quotas you want to check. This ensures that Tivoli Storage Resource Manager is using the latest statistics when determining Quota violations. 2 Expand the Policy Management! Network Appliance Quotas nodes. 3 Right click the Schedules node and select New NetApp Quota Job to define a Quota job. The NetApp Quota window appears. 4 Use the tabs in the NetApp Quota window to specify: the NetApp filers whose Quotas you want to import when and how often to run the Quota the condition (% of hard limit) that will trigger an alert for the NetApp Quotas and how you will be notified of that alert. For example, if you enter 90% for the alert condition, Tivoli Storage Resource Manager NAS Component will notify you whenever any of the Quotas you are importing are within 10% of being violated. 5 Run the Quota job from the Schedules node to import the NetApp Quota definitions from the target NAS filer. When Quotas are imported, the following occurs: any User or OS User Group Quotas violations are shown in the Quota Violation reports any directory Quota (Qtree) violations and definitions are displayed in the Alert Log! Directory node all the imported User Quotas from the selected NAS filers are displayed in the Imported User Quotas node all the imported OS User Group Quotas from the selected NAS filers are displayed in the Imported OS User Group Quotas node Schedules Node Use this node to define a Tivoli Storage Resource Manager Quota that will: import NetApp Quotas so you can view their definitions through the Imported User Quotas, Imported OS User Group, and Alert Log! Directory nodes IBM Tivoli Storage Resource Manager NAS Component Supplement

49 IBM Tivoli Storage Resource Manager NAS Component alert you to violations of NetApp Quotas defined on NetApp filers. Specifically, you can define Tivoli Storage Resource Manager NAS Component Quotas to alert you to when any of the NetApp Quotas on certain filers are close to exceeding their hard limits. For example, you can create a Tivoli Storage Resource Manager NAS Component Quota that will alert you when users are within 10% of exceeding the hard limit defined in NetApp Quotas on a selected filers. How Quotas Work Use the following steps to: define the NetApp filers whose Quotas you want to import determine when and how often to run the Tivoli Storage Resource Manager NAS Component Quota that checks for user-defined violations (% of hard limit) of NetApp Quotas specify the condition (% of hard limit) that will trigger an alert violation for a Quota and how you will be notified of that alert IBM Tivoli Storage Resource Manager NAS Component Supplement 1-43

50 IBM Tivoli Storage Resource Manager NAS Component 1 Expand the Policy Management! Network Appliance Quotas node of the function tree. The function tree expands to display the following nodes: Schedules. Use this node to define a Tivoli Storage Resource Manager NAS Component Quota that will import NetApp Quotas and alert you to when those Quotas are close to being exceeded. Imported User Quotas. Use this node to view the definitions of User Quotas stored on the NetApp filers against which you ran a Tivoli Storage Resource Manager Quota (defined in the Schedules node). Imported OS User Group Quotas. Use this node to view the definitions of OS User Group Quotas stored on the NetApp filers against which you ran a Tivoli Storage Resource Manager Quota (defined in the Schedules node). 2 Right click the Schedules node. A pop-up menu appears. 3 Select New NetApp Quota Job from the pop-up menu. The content pane displays a window for defining the Quota. 4 Select the NetApp filers against which you want to run the Quota job on the Computers tab. To do this: a b Expand the Computers or Computer Groups nodes in the Available list box. Highlight the NetApp filers or NetApp filer groups you want to include in the Quota. c Click. The filers or filer groups appear in the Current Selections list box IBM Tivoli Storage Resource Manager NAS Component Supplement

51 IBM Tivoli Storage Resource Manager NAS Component 5 Click the When to CHECK tab to define when and how often to run the Quota checking job. You have the following options for determining when to run the Quota checking Job: Run the job immediately Run the job once at a specified time and date Run the job repeatedly according to a schedule you specify You can also select how to handle time zones. You can choose to run a Quota checking job at the same local time in each time zone, or you can choose to run the job at the same global time across all time zones. IBM Tivoli Storage Resource Manager NAS Component Supplement 1-45

52 IBM Tivoli Storage Resource Manager NAS Component 6 Click the Alert tab to define under what condition you will be notified when NetApp Quota is close to being exceeded and the method by which you will be notified. The following describes what you can define within the main sections of the Alert tab: Section Name Description Triggering Condition Condition Value Value Units The only triggering condition is when the Consumer Uses More Than an amount of space you define in the Value field. Enter the value that represents the percentage of a NetApp s hard limit at which the alert will be triggered. The hard limit represents the most amount of space a user or directory (Qtree) can consume on a NAS filer. For example, if the hard limit defined within a NetApp Quota for a user group is 150MB, and you enter 90 in the Value field, the Tivoli Storage Resource Manager Quota will report a violation when that user group consumes 135 or more megabytes. The only value units available is the % of Hard Limit IBM Tivoli Storage Resource Manager NAS Component Supplement

53 IBM Tivoli Storage Resource Manager NAS Component Section Name Triggered-Actions SNMP Trap Login Notification Login ID Windows Event Log, Unix Syslog Run Script Description Choose to be notified when an alert occurs via an SNMP Trap, Login Notification, Windows Event Log message, Unix Syslog message, or an . Check this box to generate an SNMP trap message to any NMS, console or terminal to indicate the occurrence of an alert. Check this box to indicate that alert should appear to the specified user upon logging in to the system. Indicate the ID of the user who will receive alert notification upon logging in to the system. Check this box to indicate that alerts will be recorded to the Windows Event Log or Unix Syslog. Check this box to run a script in response to this Alert. Press. The Specify Script dialog box appears, enabling you to specify a script to run and the computer on which to run. See Alerting for more information on running scripts. Use this section to view, add, and delete addresses for the alert notification. Recipients: Enter the addresses you want to include for the alert notification in the top box in the list box. The bottom box displays the addresses already associated with the alert notification. Click this button to add an address you enter in the Recipients field. Click this button to delete the address you highlight in the Recipients list box. Click this button to edit the text of the alert notification on the Edit Text of the Message dialog box. 7 Save the Quota definition. The Quota is saved to the repository and will checked as scheduled. IBM Tivoli Storage Resource Manager NAS Component Supplement 1-47

54 IBM Tivoli Storage Resource Manager NAS Component Imported User Quotas Node Use this node to view the definitions of NetApp User Quotas imported from NAS filers by Tivoli Storage Resource Manager. Note You cannot edit a Network Appliance Quota using Tivoli Storage Resource Manager. To edit a NetApp User, you must use the software provided with your Network Appliance filer. Before you can import Network Appliance User Quotes and view them through this node, you must: 1 Run a Scan job against the Network Appliance filers whose Quotas you want to import. 2 Use the Policy Management! Network Appliance Quotas! Schedules node to define and run a Quota checking job against the NetApp filers. 3 Expand the Imported User Quotas node to view a list of the NetApp User Quotas. 4 Click the NetApp Quota whose definition you want to view. The Edit quota_name window is displayed. The following describes the Edit quota_name window. Section Name Description Users tab Hard Limit Current Selections Displays the hard limit for used space defined within the NetApp Quota. Displays the users against which the NetApp Quota applies. Filesystems Current Selections Displays the filesystems to which the NetApp Quota applies. Imported OS User Group Quotas Node Use this node to view the definitions of NetApp OS User Group Quotas imported from NAS filers by Tivoli Storage Resource Manager. Note You cannot edit a Network Appliance Quota using Tivoli Storage Resource Manager. To edit a NetApp Quota, you must use the software provided with your Network Appliance filer. Before you can import NetApp OS User Group Quotes and view them through this node, you must: 1 Run a Scan job against the Network Appliance filers whose Quotas you want to import 1-48 IBM Tivoli Storage Resource Manager NAS Component Supplement

55 IBM Tivoli Storage Resource Manager NAS Component 2 Use the Policy Management! Network Appliance Quotas! Schedules node to define and run a Quota checking job against the NetApp. 3 Expand the Imported OS User Group Quotas node to view a list of the NetApp OS USer Group Quotas. 4 Click the NetApp Quota whose definition you want to view. The Edit quota_name window is displayed. Note You cannot edit a OS User Group Quota definition using Tivoli Storage Resource Manager. To edit a OS User Group Quota definition you must use the software provided with your Network Appliance filer. Viewing User and OS User Group Quota Violations To view the % of hard limit violations of NetApp User and OS User Group Quotas perform the following steps: 1 Expand the Reporting! Usage Violations! Quota Violations nodes. 2 Depending on how you want to view the violations, expand one of the sub nodes under the Quota Violations node and click the desired By clause. Note See the Imported User Quotas Node and Imported OS User Group Quotas Node sections for information about how to view the definitions of Network Appliance User and OS User Group Quota violations. Viewing Directory (QTree) Quotas and Violations Before you can view QTree Quotas and violations, perform the following steps: 1 Use the Policy Management! Network Appliance Quotas! Schedules node to define and run a Quota checking job against the Network Appliance filers containing the QTree Quotas you want to import. 2 Create and run a Scan job that includes the following objects: the NetApp filers containing the QTrees whose Quotas you want to import the Directory Group named Tivoli.NetApp QTree Group 3 Use the Policy Management! Network Appliance Quotas! Schedules node to rerun the Quota checking job you defined in step 1. To view a QTree Quota violation and definition 1 Expand the Alerting! Alert Log nodes. 2 Click the Directory node. The Alert History All Directories window appears. This window lists all the alerts triggered by directory and QTree Quota violations. 3 Double click the entry representing the QTree violation to view details about that violation and the QTree Quota definition. IBM Tivoli Storage Resource Manager NAS Component Supplement 1-49

56 IBM Tivoli Storage Resource Manager NAS Component Or Right click the entry representing the QTree violation and select Edit Definition from the pop-up menu to view the QTree Quota definition. Note You cannot edit a QTree Quota definition using Tivoli Storage Resource Manager. To edit a QTree Quota definition you must use the software provided with your Network Appliance filer. Constraints Use Constraints to define the acceptable and unacceptable file types, file sizes, and file owners for a NAS filer or a set of NAS filers in your environment. Constraints enable you to do such things as restrict users from putting certain files (for example,.mp3s,.wavs,.avis, etc.) on monitored servers. What can you do with Constraints? Allow or disallow files on the following locations: Filesystems, Groups of Filesystems, Computers, Groups of Computers. Allow or disallow files based on their type, such as.avi,.dll,.exe, etc. Allow or disallow users and groups of users from storing certain file types. Alert you or perform an action when a constraint violation is detected. Where can you do this? Constraints window! Filesystems tab Constraints window! File Types tab Constraints window! Users tab Constraints window! Alert tab To define a Constraint 1 Expand the Policy Management node of the function tree. The function tree expands to display the different alerts you can define 2 Right click the Constraints node. A pop-up menu appears. 3 Select New Constraint from the pop-up menu. The content pane displays a window for defining a Constraint. 4 Define information about the Constraint in the content pane. The window for defining or editing a Constraint contains the following tabs: Use the Filesystems tab to select the filesystems and computers against which you want to apply the Constraint. You can select individual filesystems and computers, as well as filesystem and computer groups that you have previously defined using the Group facility. Note An Agent must be assigned to a filesystem on a NAS filer before that filesystem will appear in this tab IBM Tivoli Storage Resource Manager NAS Component Supplement

57 IBM Tivoli Storage Resource Manager NAS Component Use the File Types tab to select the file types that you want to allow or forbid. Use the Users tab to allow or forbid files owned by specific users. Use the Options tab to define the file characteristics that will trigger the alert. Use the Alert tab to define the alerting criteria for a Constraint. 5 Save the job definition. The job is saved to the repository and will run as scheduled. Migrating Constraint Definitions You can migrate user-defined constraint definitions from one Tivoli Server to another by using an export utility run from a command line. Exporting Constraints enables you to define Constraints once and re-use them with the jobs on another Server. To do this, simply export the user-defined objects to a file, then import the exported data into the new Server. The export utility is found in the Tivoli directory, home/server/tools. The valid command line arguments are: To export user defined objects to a file, type: export -e <target-file-name> where target-file-name represents a fully qualified file name. To import previously exported data, type: export -i <target-file-name> where target-file-name represents a fully qualified file name. Scheduled Actions Tivoli Storage Resource Manager's Scheduled Action facility enables you to schedule scripts to run against selected NAS filers and NAS filer groups. The Scheduled Actions facility is script-based, allowing you to use any third-party tools for actions, such as archiving, back-up and recovery, or provisioning. You can schedule scripts to run: immediately once at a specified time and date repeatedly according to a schedule you specify Select the option you want and then edit the time and date information accordingly. You can also select the time zone for the schedule you specify. You can either select the time zone that the Tivoli Storage Resource Manager server is in or any other time zone. Note The Scheduled Actions facility should not be confused with the Triggered Action facility. The Triggered Action facility enables you to run scripts based upon conditions/alerts that are detected within your storage environment. The Scheduled Action facility enables you to run scripts according to the schedule that you define, without having to associate the script with an alert. IBM Tivoli Storage Resource Manager NAS Component Supplement 1-51

58 IBM Tivoli Storage Resource Manager NAS Component To create a Scheduled Action 1 Expand the Policy Management node of the function tree. The function tree expands to display the objects within the Policy Management node. 2 Expand the Scheduled Actions node of the function tree. The function tree expands to display the Scripts node. 3 Right click the Script node. A pop-up menu appears. 4 Select New Script from the pop-up menu. The content pane displays a window for defining the group. 5 Define information about the scheduled action in the content pane. The window for defining or editing a Scheduled Action contains the following tabs: Use the Computers tab to select the computers that contain the Agents assigned to the filesystems on your NAS filers. To run a scheduled action against the filesystems on NAS filers, you must select the computers that contain the Agents assigned to those filesystems. Because Tivoli Storage Resource Manager Agents do not run on NAS filers, the names of NAS filers will not appear in this tab. Use the Script Options tab to select the script you want to run against the selected NAS filers and groups of NAS filers. The script must be stored on the Server or on the machine where the Agent assigned to the filesystem is located. Use the When to Run tab to schedule how often to run the action/script. You can schedule the action to run: immediately once at a specified time and date repeatedly according to a schedule you specify Use the Alert tab to define an alert that will be triggered if the script fails. 6 Save the scheduled action definition. The scheduled action is saved to the repository and will run at the time(s) you specified. For More Information See the Policy Management sections in following guides for more detailed information about how to use Quotas, Constraints, and Scheduled Actions to enforce storage policies within your environment: Tivoli Storage Resource Manager Reference Guide Tivoli Storage Resource Manager Quick Reference Guide 1-52 IBM Tivoli Storage Resource Manager NAS Component Supplement

59 IBM Tivoli Storage Resource Manager NAS Component Working with Scripts 0 Tivoli Storage Resource Manager's has two facilities that enable you to execute scripts against your storage devices: The Triggered Action facility enables you to define thresholds and constraints that result in notification or action. The Scheduled Action facility enables you to schedule scripts to run against selected NAS filers and NAS filer groups. Both facilities are script-based, allowing you to use any third-party tools for actions, such as archiving, back-up and recovery, or provisioning. How Tivoli Storage Resource Manager Runs Scripts During installation, Tivoli Storage Resource Manager creates a directory on every Server and Agent machine called: \<install_directory>\scripts, where <install_directory> represents to the directory where the Agent or Server is installed. The default installation directory for Tivoli Storage Resource Manager components is: (Windows) \Program Files\Tivoli\TSRM (Unix) /opt/tivoli/tsrm or /usr/tivoli/tsrm When a script is run: 1 The Server looks in its local \scripts directory. 2 If the Server can resolve that script name, it loads that script and sends it to the Agent where you designated the script to be run. When running a script against a NAS filer, the script is run from the Agent assigned to the filesystem where the triggering condition occurred. 3 The Agent receives the script, names it as a temporary file, and runs it. 4 After the Agent has finished running the script, the temporary file is deleted. IBM Tivoli Storage Resource Manager NAS Component Supplement 1-53

60 IBM Tivoli Storage Resource Manager NAS Component Running scripts in response to an Alert When you define an Alert, you can define a script to be run when the triggered condition is met. 1 On the Alert tab, check Run Script. 2 Press. The Specify Script dialog box displays IBM Tivoli Storage Resource Manager NAS Component Supplement

61 IBM Tivoli Storage Resource Manager NAS Component 3 Enter the name of the script in the Script Name field. Note This script name is used to tell the Server what script to send to the Agent. If the script sent by the Server is run by the Agent, the name of the script will not be the name you specify in the Script Name field. Instead, the Agent names the script as temporary file, runs it, then deletes it after the script has run. Because of this, you should not have code in your script that depends on this script name. 4 Specify where you want the script to run in the Where to Run field. You can select a specific Agent, or the triggering computer. For example, if a constraint is violated on a filesystem on a specific machine, you would typically want the script to run the machine that triggered the constraint violation. (For some types of Alerts such as Job Failed, you will not have the option to run the script on the triggering computer. Here you can run the script on any agent you choose.) Note If you want to run script against a filesystem on a NAS filer, you must select the Agent that is assigned to the filesystem from this field. 5 The Script Parameters section displays what parameters will be passed to the script when it is run. Each triggering condition passes different parameters. The parameters will be passed in the order specified on the dialog box. See Reporting for information on all available script parameters. 6 When you are finished, press. IBM Tivoli Storage Resource Manager NAS Component Supplement 1-55

62 IBM Tivoli Storage Resource Manager NAS Component Reporting 0 The Reporting component of Tivoli Storage Resource Manager allows you to view both overview and detailed information about your storage. The over 300 reports available in Tivoli Storage Resource Manager are constructed from the statistical information accumulated in the Enterprise Repository. The reporting features are very powerful, allowing you to select exactly the computers, disks, file systems, and even users upon which you want to report. You can view reports as tables of data or as graphical charts, which provides you with the flexibility to get a very detailed look at your information or a very high level overview. Reporting Categories There are many types of reporting available. The major reporting categories are: Reporting Category My Reports Asset Reporting Use these reports to... generate, use, and reuse reports easily and efficiently: System Reports. contains a number of pre-defined reports that are provided by IBM Tivoli. User ID Reports. contains custom report definitions that you create. You can generate these reports repeatedly without having to select your report criteria again. Batch Reports. enables you to run any report on a regularly scheduled basis. Use this feature to conveniently run reports and gather data on a set schedule. view the information gathered by Probes. While running Probes, it itemizes the information about your NAS filers, disks, controllers, and file systems, and builds a hardware inventory of your storage assets. You can then navigate through a hierarchical view of your assets by drilling down through NAS filers, controllers, disks, file systems, directories, and exports/ shares. These reports can be viewed hierarchically: based upon NAS filer/computer based upon operating system type throughout the system, allowing you to investigate all of your disks, file systems, controllers, and other assets for your entire system 1-56 IBM Tivoli Storage Resource Manager NAS Component Supplement

63 IBM Tivoli Storage Resource Manager NAS Component Reporting Category Capacity Reporting Use these reports to... view storage capacity at a file system, NAS filer, or entire network level. For a specific NAS filer, group of NAS filers, or all the NAS filers in your enterprise, you can view: how much storage you have how much storage is being used what percentage of storage is free for expansion The Capacity reporting function provides you with the ability to view your entire enterprise in a single view. Usage Reporting monitor and report on the usage and growth of the consumption of your storage. You can view these reports based on specific file systems and NAS filers, groups of file systems and NAS filers, or throughout your entire enterprise. Use these reports to: view which servers and file systems are experiencing the heaviest (or lightest) load of data and storage access identify wasted space by pinpointing files that are no longer needed or have not been accessed for the longest time associate users with the amount of storage they are consuming on specific file systems, groups of file systems, specific NAS filers, groups of NAS filers, and throughout the entire network These reports help you project storage consumption for the future and maximize the current storage assets that you have in place by eliminating wasted space and making the most of the space you have. IBM Tivoli Storage Resource Manager NAS Component Supplement 1-57

64 IBM Tivoli Storage Resource Manager NAS Component Reporting Category Usage Violation Reporting Use these reports to... create and enforce corporate storage usage policies. You can report on both Quota Violations and Constraint Violations. With Quotas, you can control how much storage a user, or a group of users, can consume on: a file system or group of file systems a NAS filer or group of NAS filers throughout the entire network With Constraints you can set policies about which types of files, owners, and file sizes are allowed on: a file system or group of file systems a NAS filer or group of NAS filers throughout the entire network Backup Reporting identify the most at risk files in your enterprise that are not backed up properly. Critical data that is not backed up might expose you to costly losses of information. The Backup reporting function also allows you: to investigate the sizes of data that would be required to backup to achieve full backups of any subset of your enterprise (including the whole enterprise) determine the amount of space required to perform an incremental backup of any or all of your data at any given point in time 1-58 IBM Tivoli Storage Resource Manager NAS Component Supplement

65 IBM Tivoli Storage Resource Manager NAS Component What can you find out using Tivoli Storage Resource Manager reports? What do you want to know? What user or business unit is consuming the most storage resources? Which reports answer this question? What job should I run for this report? Scans Of the space that is being used, how much is wasted space? (orphaned, obsolete, or forbidden files) and Scans How much storage space are we using? Scans How much unused/ unallocated storage space do we have? How can I determine how close a user is to exceeding a quota? What hardware is currently being used within our organization? Scans Scans Probes Do we have enough space to do a backup of our data? (incremental or full) What files in the environment are at risk if a disaster hits? What forbidden files are currently taking up storage space on our network? What user or group of users is using space on machines they shouldn t? Scans Scans Scans Scans IBM Tivoli Storage Resource Manager NAS Component Supplement 1-59

66 IBM Tivoli Storage Resource Manager NAS Component What do you want to know? How fast are our storage resources being consumed? Which reports answer this question? What job should I run for this report? Scans Where is disk space reaching a critical shortage? Based on historical consumption, how much storage space should be added and when should it be added? Scans Scans What machines have been experiencing the most use/traffic? What machines have been experiencing the least use/traffic? What files have not been used within a certain period of time? Scans Scans Scans What are the largest files or directories within the environment? Scans What are the most modified files within the environment? Scans What computers are up or down within my environment? Pings 1-60 IBM Tivoli Storage Resource Manager NAS Component Supplement

67 IBM Tivoli Storage Resource Manager NAS Component What do you want to know? What hardware is most prone to error? (i.e., disk defects) Which reports answer this question? What job should I run for this report? Probes What file owners no longer exist in the environment? Scans Working with Reports This section includes information on how to: View Reports Sort Columns in Reports Drill Down a Report Row Generate a Report Chart View Different Chart Types Navigate Report Tabs Trend with Historical Data Print Reports or Charts View Reports To view a report, click the tab in the content pane that contains the report. Note that reports are tabular in format and are comprised of rows and columns. You can scroll the report up and down and to the right and left to view the entire report. Sort Columns in Reports You can sort the columns or change the order of the columns according to your needs. Re-sorting columns. To re-sort a column, click on the column header. The column will resort in ascending or descending order. Moving columns. To change a column order, press <Alt>, and then click and drag the column you want to move. Use the View menu to hide/show the function tree to increase the viewable area of the report. You can also drag the divider bar in the middle of the screen back and forth to reallocate the amount of space that is given each pane. IBM Tivoli Storage Resource Manager NAS Component Supplement 1-61

68 IBM Tivoli Storage Resource Manager NAS Component Drill Down a Report Row Many of the rows that are presented in the generated reports allow you to drill down and get more reports of more detailed information. When detailed drill down is allowed within a report, there is a icon at the left of that row. To drill down, simply click on and a new tab with the drill down report will be generated and added to the tab dialog. You will then be positioned on that tab viewing the new detail report that you have generated. Generate a Report Chart There are a large number of chart reports and chart types that can be generated within the Reporting facility. If you wish to view a chart of all of the rows in the table, click. All reports that support charting will have this multi-colored pie chart icon at the top of the report. After you click, a new tab containing the chart is added to the window. Any row in a report that supports charting on that individual row will have a beside it. To generate a chart for just the element in that row, click contained in the left of that report row. If you would like to generate a chart for multiple rows in the current report, then you can select those rows by clicking on them. Multiple rows can be selected by holding down the control key (Ctrl key) on the keyboard while clicking on the desired rows. To select a range of rows in a report, simply click on the first row desired and then hold down the Shift and Ctrl while clicking on the end row of the range. After you have selected the rows you want to chart, then click and select the type of chart you would like to generate. A new tab is added to the window that contains the chart. Note that many charts can be generated simultaneously from the same report. Simply return to the Report tab and choose another chart or another set of objects to generate a chart upon. In that case, a second or subsequent Chart tab will be generated to the right of the already existing tabs and you will be positioned to the new chart tab IBM Tivoli Storage Resource Manager NAS Component Supplement

69 IBM Tivoli Storage Resource Manager NAS Component View Different Chart Types While viewing a chart, you can change the type of chart (for example, from a Pie chart to a Bar chart) by right clicking on the chart and choosing another chart type from the pop-up menu that appears. Figure 4 Chart Types The following is a list of the various types of charts from which you can choose. Pie Chart Bar Chart Stacked Bar Chart 100% Stacked Bar Stacked Area 100% Stacked Area Advanced Chart Options. This option launches a window that provides you with complete and advanced control over every aspect of the chart generation, including axes orientation, borders, legends, colors, etc. Navigate Report Tabs As you generate reports and drill down on rows to generate detailed sub reports, the number of tabs in the Reporting window will grow. You can move about from tab to tab simply by clicking on the tab name. You can also return to the Selection tab and change your selection criteria to start all over again with a newly generated report at any time. If you change your selection criteria and generate a new report, all subsequent or dependent tabs (i.e., drill down and chart tabs) are closed. To close a tab, right click on the tab folder top and select Close from the pop-up menu. Trend with Historical Data Tivoli Storage Resource Manager s History Aggregator enables you to define and run jobs to sum data in the enterprise repository for historical reporting purposes. For example, you can view the sum of usage across multiple resources, by filesystem. Trending enables you to see patterns of your historical data across your entire network. IBM Tivoli Storage Resource Manager NAS Component Supplement 1-63

70 IBM Tivoli Storage Resource Manager NAS Component To view a historical data, simply right-click on the row or row(s) for which you want to view the data. A pop-up menu is displayed, enabling you to view historical charts. Print Reports or Charts You can print any Tivoli Storage Resource Manager report or chart displayed in the content pane, or save it as a PDF file. To print a report or chart or save it as a PDF file: 1 Generate the report you want to print. 2 Click File! Print or click on the tool bar. A print dialog box displays. 3 Select Printer to send the output directly to a printer, or: select PDF file to save the output as a PDF file select HTML file to save the output as an HTML file 4 Click Continue. If you selected Printer, the report or chart is printed to your default printer. If you selected PDF file or HTML file, a dialog box displays prompting you to enter a filename and select the location where you want to save the file. 5 Select the location where you want to store the PDF or HTML file and enter a name for the file in the File Name field. 6 Click Save. Depending on the file type you selected, the report or chart is saved as a PDF or HTML file IBM Tivoli Storage Resource Manager NAS Component Supplement