DSI Optimized Backup & Deduplication for VTL Installation & User Guide Restore Virtualized Appliance Version 4 Dynamic Solutions International, LLC 373 Inverness Parkway Suite 110 Englewood, CO 80112 Phone: 303-754-2000 Technical Support: 1-800-332-9200 Fax: 303-754-2066 Website: dynamicsolutions.com Support Website: support.dynamicsolutions.com Optimized Backup & Deduplication for Restore - User Guide 1 P age
Copyright 2015-2018 Dynamic Solutions International, LLC. All Rights Reserved. Dynamic Solutions International, LLC is a registered trademark of Dynamic Solutions International, LLC in the United States and other countries. Linux is a registered trademark of Linus Torvalds. Windows is a registered trademark of Microsoft Corporation. All other brand and product names are trademarks or registered trademarks of their respective owners. Dynamic Solutions International, LLC. (DSI) reserves the right to make changes in the information contained in this publication without prior notice. The reader should in all cases consult Dynamic Solutions International, LLC. to determine whether any such changes have been made. This product is protected by United States Patents Nos. 7,093,127 B2; 6,715,098; 7,058,788 B2; 7,330,960 B2; 7,055,008 B2; 7,469,337 and additional patents pending. 102016.9310 Optimized Backup & Deduplication for Restore - User Guide 2 P age
Contents Restore Configuration... 4 Before you Install... 6 Installation and Configuration... 7 Import Restore from the VMware Infrastructure Client... 7 Check Restore Resource Reservations... Error! Bookmark not defined. Check the Virtual Network Adapter Setting... 8 Configure the ESXi server to use Fibre Channel with a Restore Virtual Appliance... 9 Start the Virtual Appliance... 11 Configure the Virtual Appliance using the Setup Utility... 11 Configure Restore to use Fibre Channel... 11 Expand Repository Capacity... 12 Add License Keycode(s) for the expansion capacity... 12 Increase Memory allocated to the VTL virtual appliance... 13 Adding disks to the VTL server (Optional)... 14 Getting Started... 16 Run the DSI Management Console... 17 Install and Launch the Console on a computer with Administrative privileges... 17 Connect to your Server... 17 Configure Servers... 18 Deduplication Configuration... Error! Bookmark not defined. Prepare a Deduplication Server via the Configuration Wizard... 19 Enter License Keys... 19 Set up Network... 20 Set Hostname... 22 Enable FC Target Mode... 22 Switch FC port(s) to Target Mode... 22 Prepare Storage Devices for each Deduplication Server... 23 Enable the Configuration Repository... 24 Instructions for creating Virtual library, tape drives and tapes... 26 Fibre and iscsi configuration... 26 SAN Client Configuration for MCP hosts... 26 Optimized Backup & Deduplication for Restore - User Guide 3 P age
Restore Configuration Restore virtual appliance software will be made available to download from the DSI FTP site upon purchase. This chapter explains how to install Restore on a VMware ESXi server. Minimum ESXi Server Hardware Requirements The Restore virtual appliance with a 2TB repository (base system) requires the following: Component CPU Memory Disk Storage Configuration ESXi 5.0 or higher compatible (Dual Core) 16GB memory At least 3.54TB free space Thick Provision Lazy Zeroed The pre-defined OVF file for Restore provides the following virtual machine configuration: Component Virtual Machine Configuration CPU Memory Disk Network 2 CPU s 1 core per socket 16GB Configuration repository and DB: 1 x 20GB Backup cache: 2 x 600GB Deduplication repository: 2 x 1TB Deduplication index: 2 x 100GB Boot LUN: 1 x 120GB One 1GbE port Optimized Backup & Deduplication for Restore - User Guide 4 P age
The Restore virtual appliance base system includes 2TB of repository capacity and is expandable, in 2TB increments, with additional capacity license key(s). Refer to Expand Repository Capacity. SKU VTLSE-2TB VTLSE-4TB VTLSE-6TB VTLSE-8TB VTLSE-10TB VTLSE-12TB CPU s 2 CPU s 1 core per socket 2 CPU s 1 core per socket 2 CPU s 1 core per socket 2 CPU s 1 core per socket 2 CPU s 1 core per socket 2 CPU s 1 core per socket Memory 16GB 16GB 16GB 32GB 32GB 32GB Minimum available Storage 3.55TB 5.5TB 8.25TB 11TB 13.5TB 16TB Usable space 2 Terabytes of Deduplicated Storage 4 Terabytes of Deduplicated Storage 6 Terabytes of Deduplicated Storage 8 Terabytes of Deduplicated Storage 10 Terabytes of Deduplicated Storage 12 Terabytes of Deduplicated Storage Operating System Oracle Enterprise Linux 6 Oracle Enterprise Linux 6 Oracle Enterprise Linux 6 Oracle Enterprise Linux 6 Oracle Enterprise Linux 6 Oracle Enterprise Linux 6 Fibre Cards (optional) Qlogic Dual Port FC HBA Qlogic Dual Port FC HBA Qlogic Dual Port FC HBA Qlogic Dual Port FC HBA Qlogic Dual Port FC HBA Qlogic Dual Port FC HBA We recommend 4 hour minimum remote installation with any of our Restore appliances. During this time an engineer will assist in creating tape libraries, tape emulation, host to VTL connectivity, and answer any questions you may have. If this is your first operation of the DSI VTL product we also recommend additional training and operator functionality. Optimized Backup & Deduplication for Restore - User Guide 5 P age
Before you Install Verify Requirements Verify ESXi Server Time Run the VMware CPU identification utility to verify the processor capabilities, Virtual Technology (VT) support, and BIOS settings, and ensure that the following requirements have been met: System memory on the ESXi server is at least 18GB. The CPU and BIOS of the ESXi server supports 64-bit operating systems. Virtual Technology (VT) is enabled in the system BIOS. To set it, go to the motherboard s BIOS configuration, go to the CPU s advanced settings, and select Enable VT. After enabling VT, you must power off (not reset) the ESXi server completely, power it on, and reboot to ESXi. Install the appropriate version of VMware vsphere Client. The version of VMware ESXi installed on the server requires the corresponding VMware vsphere Client version. Use the VMware vsphere Client to verify the VMware tools are up to date; update if needed. Use the VMware vsphere Client to verify that the ESXi server time is correct. 1. On the VMware vsphere Client, select the ESXi server. 2. Select the Configuration tab, select Software --> Time Configuration menu. 3. Check that the date and time of the ESXi server is correct or click Properties to change it. Optimized Backup & Deduplication for Restore - User Guide 6 P age
Installation and Configuration Import Restore from the VMware Infrastructure Client 1. Launch the VMware vsphere Client and connect to the ESXi server with root privileges. 2. Navigate to the directory containing the zip file DSI-RESTORE-82-2T-OEL.zip 3. Unzip the file: unzip DSI-RESTORE-82-2T-OEL.zip The files will be automatically extracted to the following directory:../dsi-restore-82-2t-oel/ 4. Select File --> Deploy OVF Template to run the deployment wizard. 5. For Deploy from a file Location, click Browse and browse to the folder into which the zip file was extracted. Expand the folder and select all files within the folder. 6. Click Next to continue. 7. Review the Template details and click Next 8. Review the License Agreement, Click Accept and Click Next 9. If desired, change the default appliance name, Restore, which is displayed in the Name and Location fields. This is the virtual machine name displayed on the vsphere client. This change will not be applied to the actual appliance name (the host name of VTLVA that is displayed by the operating system when using the Linux hostname command). 7. Choose a Datastore to indicate where to store the files for the virtual appliance being imported. Note: The Datastore must contain at least 3.55TB of space for the Restore OVF to import. 8. Select Thick Provision Lazy Zeroed for the Disk Format and Click Next 9. For each network specified on the Network Mapping screen, right-click and set up network mapping for the Restore virtual Ethernet adapter. The Destination Networks column lists all destination networks in the vsphere inventory that can be used for virtual machines in the OVF template. 10. On the Ready to Complete screen, review all settings and click Finish to start the virtual appliance import process. The import status window displays the completion percentage; import will complete in several minutes. Optimized Backup & Deduplication for Restore - User Guide 7 P age
Check the Virtual Network Adapter Setting The DSI VTL virtual appliance is pre-configured with one virtual network adapter. Do the following to verify the network connection setting: 1. In the VMware vsphere Client, right-click the installed Restore and then click Edit Settings. 2. On the Restore Virtual Machine Properties screen, select the Hardware tab and then select the Network Adapter in the Hardware list. The default Network Label for the Network Connection setting is VM Network. If this is not correct for your environment, select another network from the drop-down list, which lists all networks configured for virtual machine use on the host. Add additional network adapters to the virtual machine by clicking Add Then select Add Virtual Network Adapters The DSI VTL virtual appliance is pre-configured with one virtual network adapter. Do the following to add additional network adapters for replication or dedicated iscsi communication: 1. In the VMware vsphere Client, right-click the installed Restore and then click Edit Settings. 2. On the Restore Virtual Machine Properties screen, select the Hardware tab and then select Add 3. Optimized Backup & Deduplication for Restore - User Guide 8 P age
Configure the ESXi server to use Fibre Channel with a Restore Virtual Appliance Note: This section is only applicable if fibre is to be used to access the virtual library or drives otherwise skip to the next section. Do the following on the ESXi server to configure Fibre Channel connectivity to VTL clients: 1. Configure pass-through devices on an ESXi host: Select an ESXi host from the Inventory of VMware vsphere Client. On the Configuration tab, click Advanced Settings. The pass-through Configuration page lists all available pass-through devices. Click Edit. Select the Fibre Channel devices and click OK. When the devices are selected, they are marked with an orange icon. Reboot the ESXi server for the change to take effect. After rebooting, the devices marked with a green icon are enabled. For more information, refer to Configuring VMDirectPath I/O pass-through devices on a VMware ESX or VMware ESXi host (1010789). (Click to open) 2. Configure a PCI device on a virtual machine: From the Inventory in vsphere Client, right-click the virtual machine and click Edit Settings. Click the Hardware tab. Click Add. Select PCI Device and click Next. Select the Fibre Channel devices and click Next. Optimized Backup & Deduplication for Restore - User Guide 9 P age
Follow the wizard to finish the configuration. Optimized Backup & Deduplication for Restore - User Guide 10 P age
Start the Virtual Appliance Set the Initial IP address Do the following to start the virtual appliance for the first time: 1. Launch the VMware Infrastructure Client and connect to the ESXi server with an account that has root privileges. 2. Power on the virtual machine: select VM --> Power On. (Alternatively, you can right-click the virtual machine and select Power On or click the Power On button). 3. Click the Console tab and log into the VTL server with user name root and password (case-sensitive) DSI400. Do the following to set the management IP: 4. Launch the VMware Infrastructure Client and connect to the ESXi server with an account that has root privileges. 5. Power on the virtual machine: select VM --> Power On. (Alternatively, you can right-click the virtual machine and select Power On or click the Power On button). 6. Click the Console tab and log into the VTL server with user name root and password (case-sensitive) DSI400. Configure Restore to use Fibre Channel Note: This section is only applicable if fibre has been enabled on the VMware ESXi Server, otherwise skip to the next section. Do the following to configure Fibre Channel connectivity to VTL clients: 1. If your HBA was added after the first time the virtual appliance was started, type the following at the command line and select the type of HBA you are using: # vtl configtgt You do not need this step if the HBA was installed before the virtual appliance was started. 2. From the DSI Management Console, enable FC Target Mode, create an FC client, and assign a tape library to the client. These steps are performed in the configuration wizard and are described in the VTL Tape Configuration chapter in the VTL v8.2 User Guide. Optimized Backup & Deduplication for Restore - User Guide 11 P age
Expand Repository Capacity This section describes how to expand the repository for the VTL virtual appliance. When you are done, additional resources will be configured and are available for use. The VTL virtual appliance includes 2TB of repository capacity and is expandable by purchasing a license for additional VTL index cache/deduplication repository capacity in 2TB increments. Each 2TB increase in capacity requires an additional 50GB x2 Index and Folder disks (2000GB Max) and 300GB x2 Tape Cache disks. Expanding the Restore system requires the following steps: Add RAM to the ESXi server. Add license keycodes for the expansion capacity. If necessary, increase memory allocated for the virtual machine in the VMware vsphere Client. Add disks to the VTL server in the VMware vsphere Client. Adding disks to VTL via the DSI Management Console. Refer to Add data disks in the VTL v8.2 User Guide for more information. Add License Keycode(s) for the expansion capacity Add the keycode(s) for the additional capacity via the DSI Management Console. Whether your expansion capacity license includes one or several keycodes, you can add all keycodes at this time. Optimized Backup & Deduplication for Restore - User Guide 12 P age
Increase Memory allocated to the VTL virtual appliance Depending upon your expansion, you may need to increase the memory allocated to the VTL virtual appliance. To increase allocated memory: 1. Power off the VTL virtual appliance. 2. Launch the VMware vsphere Client and connect to the ESXi server as a user with root privileges. 3. Right-click the VTL virtual appliance and select Edit Settings. 4. Select the appropriate amount of memory. Make sure that the Restore has enough memory resource reservations. Refer to Check Restore Resource Reservations for more information. Next, add disks to the ESXi server. Optimized Backup & Deduplication for Restore - User Guide 13 P age
Adding disks to the VTL server (Optional) Each 2TB increase in capacity requires: Deduplication repository - 2 x 1TB virtual disk for deduplicated data Deduplication index - 2 x 50GB virtual disk (2000GB Max) Optionally, backup cache - 2 x 300GB virtual disk Add the disks needed for 2TB of licensed expansion. Remember that the amount of disk resources you create must be consistent with the capacity key codes you have added. 1. Select the Add button to launch the Add Hardware wizard. 2. For Device Type, select Hard Disk. Optimized Backup & Deduplication for Restore - User Guide 14 P age
3. On the Select a Disk screen, select Create a new virtual disk. 4. On the Create a Disk screen, enter the capacity as defined in the expansion table for Disk Size. For Location, select Store with the virtual machine; click Next. 5. On the last screen, review the options you selected and click Finish. Optimized Backup & Deduplication for Restore - User Guide 15 P age
A new disk with the specified capacity will be displayed in the Hardware tab. 6. Click OK when you are done. All new hard disks will be listed. Optimized Backup & Deduplication for Restore - User Guide 16 P age
Getting Started Each VTL server can have one of the following roles: VTL - Backup server with VTL (tape) interface SIR - Deduplication repository VTL-S - Backup server with VTL (tape) interface, combined with a deduplication repository Once you configure your virtual appliance or connect your physical appliance(s) to your storage network (as described in the Hardware QuickStart Guide), you should launch the console and configure each of them using the configuration wizard. Run the DSI Management Console The DSI Management Console is the graphical administration tool that enables you to manage your VTL, SIR, and VTL-S servers. The computer that runs the console needs connectivity to the network segment where VTL is running, because it communicates directly with the server and backup application servers. Install and Launch the Console on a computer with Administrative privileges Connect to your Server To install the DSI Management Console software, go to the DSI Customer Support Portal at support.dynamicsolutions.com (account required) and download it from the Software Tools Page. You can install the DSI Management Console onto any machine, as long as that machine has a Graphical User Interface. Note that if you are installing the console on a Windows machine, you must be a Power User or Administrator. To launch the console after installation, select Start --> Programs --> DSI. Select the version of the VTL console that corresponds to your installation and then click VTL Console. If your server already appears in the tree, right-click it and select Connect. For a multi-node group, right-click the group and select Connect to connect to all of the servers in the group. If your server does not appear in the tree, do the following to add it: 1. Right-click the Servers object and select Add. If you are running on a Windows machine, you can right-click the Servers object and select Discover to detect VTL servers in a range of IP addresses. You should then specify the subnet range of your VTL server and wait for the server hostname to appear in the navigation tree. For DSI appliances, the default hostname has the format DSI-xxxxx, where xxxxx is a unique number for your appliance, which is displayed on a label on your appliance. When the hostname appears in the navigation tree, right-click it and select Connect. Optimized Backup & Deduplication for Restore - User Guide 17 P age
2. Type the server name or address and enter a valid user name and password (both are case sensitive) to log in. If you purchased an appliance from DSI, you can log in with root as the User Name and IPStor101 as the password. Note that the user name and password are case sensitive. Once you are connected to a server, the server icon will change to show that you are connected. Configure Servers After connecting to the server, the configuration wizard launches. Servers should be configured in the following order: SIR deduplication server - Refer to Deduplication Configuration for more information. VTL/VTL-S server - Refer to VTL Tape Configuration in the VTL v8.2 User Guide for more information. After you have configured your server using the configuration wizard, you can do the following: Configure NIC Port Bonding - A load balancing/path redundancy feature that enables you to load balance network traffic across two or more network connections. Refer to NIC Port Bonding in the VTL v8.2 User Guide for more information. Optimized Backup & Deduplication for Restore - User Guide 18 P age
Deduplication Configuration This section describes how to configure a deduplication server. Prepare a Deduplication Server via the Configuration Wizard If your deduplication server has not been configured yet, the configuration wizard will be launched when you connect to it. Select Configure to begin the steps in the wizard. Note: The actual wizard you see will depend upon the options you have licensed and activated. Enter License Keys Be sure to enter keycodes for any options you have purchased. Each option requires that a keycode be entered before the option can be configured and used. Refer to Add and register licenses in the VTL v8.2 User Guide for more information. Configuration Note: After completing the configuration wizard, if you need to add license keys, you can right-click your server and select License. Optimized Backup & Deduplication for Restore - User Guide 19 P age
Set up Network (Optional for all servers) This step allows you to set/change your network configuration. 1. Enter information about your network configuration. Domain name - Internal domain name. Append suffix to DNS lookup - If a domain name is entered, it will be appended to the machine name for name resolution. DNS - IP address of your Domain Name Server. Default gateway - IP address of your default gateway. NIC - List of Ethernet cards in the server. Enable SSH - Enable/disable the ability to use the SSH protocol. The VTL server must have openssh installed in order to use SSH. Enable SFTP - Enable/disable the ability to securely FTP into the server. SFTP can be used to save the server configuration. Optimized Backup & Deduplication for Restore - User Guide 20 P age
2. Click Config NIC to configure each network interface card (NIC). If you select Static, you must click the Add button to add IP addresses and subnet masks. MTU - Set the maximum transfer unit of each IP packet. If your card supports it, set this value to 9000 for jumbo frames. Configuration note: After completing the configuration wizard, if you need to change these settings, you can right-click your server and select System Maintenance --> Network Configuration Optimized Backup & Deduplication for Restore - User Guide 21 P age
Set Hostname (Optional for all servers) Enter a valid name for your deduplication appliance. Valid characters are letters, numbers, underscore, or dash. The server will automatically reboot when the hostname is changed. Enable FC Target Mode NOTE: Only applicable if fibre is to be used in your environment. Otherwise skip to Preparing Storage Devices. To use Fibre Channel, click Configure. This step takes just a few seconds and there are no additional screens to go through. Switch FC port(s) to Target Mode Configuration note: After completing the configuration wizard, if you need to change the name again, you can right-click your server and select System Maintenance --> Set Hostname. Configuration note: Before you enable FC Target Mode, verify that your Fibre Channel configuration is set properly. Refer to the Fibre Channel Configuration section for information. This is necessary to allow the server to access the repository in order to restore data. In a multi-node deduplication cluster, the target port is also used by each deduplication server to access the data repository of the other deduplication servers. You will get a Loop Up message on your server if a QLogic port has successfully been placed in target mode. In order to identify your ports, you need to know the WWPN of each. One way to find the WWPN is through the SNS table at your Fibre Channel switch. Alternatively, for QLogic HBAs, you can find the WWPN in the BIOS (press Ctrl+Q during boot up). (Single-ID HBAs) Select which ports should be in target mode (Multi-ID HBAs) Click Ok. Optimized Backup & Deduplication for Restore - User Guide 22 P age
Note that the adapter mode changes from initiator to target or dual (for multi-id HBAs). Configuration Note: After completing the configuration wizard, if you need to switch a port s mode, you can right-click the adapter and select Enable/Disable Target Mode. Prepare Storage Devices for each Deduplication Server You must prepare your storage devices to define how each will be used. Disk is used for the configuration repository (configuration information for each server) and deduplication repository (index, folder, and data disks). Memory is used for the deduplication index cache. The following are some considerations you should be aware of before preparing your storage devices from the console: Each LUN / Disk used for the deduplication repository cannot be larger than 2TB if using virtual disks (vmdk) or 4TB if using external storage. Each LUN / Disk used for index or folder resources cannot be larger than 2TB. The minimum size disk recommended for index or folder resources is at least 4.8% of the total size of the deduplication data disks per deduplication server. If you will be configuring the deduplication data disks in Classic mode (which requires organizing your disks into columns/rows), all data LUNS in the same row should be the same size. Refer to Classic configuration for more information about this mode. Optimized Backup & Deduplication for Restore - User Guide 23 P age
To prepare storage devices from the console: 1. Expand Physical Resources --> Storage Devices --> Fibre Channel Devices so that you can see the available physical disks. 2. Right-click the Storage Devices object (or Fibre Channel Devices) and select Prepare Devices. The Physical Devices Preparation Wizard launches. 3. In the Select Preparation Operation dialog, select Virtual Device. 4. In the Select Physical Devices dialog, select and reserve the unassigned disks to be virtualized. The reservation type determines what kind of resources can be created on this device. On a deduplication server, devices can be reserved for: Configuration repository - The configuration repository contains configuration information for each server. A maximum of two devices can be reserved for a deduplication server (including mirror devices). Deduplication repository - includes deduplication index, folder, and data disks, as well as the associated mirror devices. None - the device will not be allocated. If there are existing resources on this device, they can still be accessed; however, new resources will not be created on this device. 5. Click Next once your selections are made 6. When prompted, type Yes to acknowledge the warning and then click OK. Enable the Configuration Repository The configuration repository contains configuration information for each server and it must be enabled on each deduplication server. 1. Right-click on the deduplication server and select Options --> Enable Configuration Repository. Optimized Backup & Deduplication for Restore - User Guide 24 P age
2. Select the device to be used for the configuration repository. Devices must have been reserved for this purpose. One device will be used for the primary configuration repository. If a second device was reserved, it can be used as the mirror. Refer to Mirror repository disks to protect your configuration in the VTL v8.2 User Guide for more information. The wizard is now complete. If you need to restart the wizard, right-click the server and select Configuration Wizard. Optimized Backup & Deduplication for Restore - User Guide 25 P age
Instructions for Creating Virtual Libraries, Tape Drives and Tapes Creating and Configuring in the VTL 8.2 User Guide (pg. 156 202) Fibre and iscsi Configuration Instructions are found in the VTL 8.2 User Guide (pg. 363 382) SAN Client Configuration for MCP hosts Refer to Addendum - VTL 8.2 User Guide Addendum MCP SAN Clients Optimized Backup & Deduplication for Restore - User Guide 26 P age