Technical Report NetApp Data ONTAP Edge on SoftLayer Express Setup Guide Jarod Rodriguez, NetApp April 2016 TR-4502 Abstract This document provides instructions on how to quickly install NetApp Data ONTAP Edge storage system on a SoftLayer bare metal server. This document supplements the product documentation and associated technical reports for Data ONTAP Edge.
TABLE OF CONTENTS 1 About the Use of this Guide... 3 2 SoftLayer Bare Metal Server Configuration Workflow... 3 2.1 Provisioning SoftLayer Bare Metal VMware ESXi Server...3 2.2 Provision SoftLayer Virtual Machine for VMware vsphere Client... 10 2.3 Disable Server Power Management BIOS Settings... 10 3 Data ONTAP Edge Installation... 11 3.1 Prerequisites... 11 3.2 Installation Procedure... 12 2 NetApp Data ONTAP Edge on SoftLayer Express Setup Guide 2016 NetApp, Inc. All rights reserved.
1 About the Use of this Guide This guide assumes that you are familiar with: VMware vsphere virtualization software and have worked with virtual machines NetApp Data ONTAP software and its features IBM SoftLayer Cloud, SoftLayer Bare Metal Server services, and the SoftLayer Customer Portal 2 SoftLayer Bare Metal Server Configuration Workflow The workflow for deploying and configuring SoftLayer bare metal server for Data ONTAP Edge consists of the following steps: 1. Provisioning SoftLayer bare metal VMware ESXi Server 2. Provisioning SoftLayer virtual machine for VMware vsphere Client 3. Disabling server power management BIOS settings 2.1 Provisioning SoftLayer Bare Metal VMware ESXi Server Prerequisites Before beginning the provisioning process, make sure that the following prerequisites are met: Active SoftLayer account credentials Internet connected computer with web browser and Remote Desktop (RDP) client software installed SoftLayer data center location where the bare metal server will be deployed Bare metal server hard disk capacity and disk type for Data ONTAP Edge Provisioning Procedure To provision the SoftLayer bare metal VMware ESXi Server, complete the following steps: 1. Open the web browser and navigate to https://control.softayer.com. 2. Log in to the SoftLayer management portal with your SoftLayer account credentials. 3. In the SoftLayer Management console, click the Account menu and click Place an Order. 4. In the Order SoftLayer Products and Services dialog box, click Devices. 5. Select the billing rate of your server, whether hourly or monthly. 3 NetApp Data ONTAP Edge on SoftLayer Express Setup Guide 2016 NetApp, Inc. All rights reserved.
6. When ordering SoftLayer bare metal servers, it is possible to order bare metal servers with a VMware hypervisor; however, you can utilize your version of the VMware software and licenses. Note: Note: Refer to the NetApp Interoperability Matrix Tool (IMT) to find out which SoftLayer bare metal server platforms are certified for use with Data ONTAP Edge. If you want to deploy a SoftLayer bare metal server platform that is not listed in the IMT, contact your NetApp Account Team to request a NetApp Policy Variance Request (PVR). For more information about the minimum hardware requirements for Data ONTAP Edge, refer to the Data ONTAP Edge Installation and Administration Guide for Clustered Data ONTAP. SoftLayer Performance or Endurance storage is not supported with Data ONTAP Edge. 7. From the Bare Metal Server Order list, select the server (i.e., Intel Xeon E5-2650) and click the Starting Price Link. 4 NetApp Data ONTAP Edge on SoftLayer Express Setup Guide 2016 NetApp, Inc. All rights reserved.
8. Select the data center where you will be provisioning the bare metal server. 9. In the Operating System section, click VMware > VMware ESXi 5.5. Click OK, when prompted to change the networking configuration of the bare metal server. 10. Select the number and type of hard disks that you want to use with the bare metal server. Note: Refer to the VMware ESXi documentation and the Data ONTAP Edge Installation and Administration Guide for recommendations on disk layout and RAID level configuration. 5 NetApp Data ONTAP Edge on SoftLayer Express Setup Guide 2016 NetApp, Inc. All rights reserved.
Our example shows the provisioning of two 500GB SATA drives for the ESXi operating system in a RAID 1 configuration, and twelve 1.2GB SSD drives in a RAID 5 configuration, plus one hot spare SSD drive. 11. By default, SoftLayer deploys two 500GB SATA drives. Click these two drives and then click Create RAID storage group. 12. Under Advanced Storage Groups and Partitions, select the RAID level for the OS drives and click Done. In our example, we selected RAID 1 and used the entire partition. 13. Select the drives that will be used for the datastore that will contain the Data ONTAP Edge virtual storage appliance. Click Assign Disks. In our example, we selected 12 drives. 6 NetApp Data ONTAP Edge on SoftLayer Express Setup Guide 2016 NetApp, Inc. All rights reserved.
14. Click the last disk to remove it from the RAID configuration. For example, we selected to remove disk 13. 15. Click Create RAID storage group to configure the RAID level for the storage. Select RAID 5 and use the entire partition. Click Done. 7 NetApp Data ONTAP Edge on SoftLayer Express Setup Guide 2016 NetApp, Inc. All rights reserved.
16. Click the Edit Hotspares button corresponding to RAID 5 disk group. 17. Select the disk that was not assigned to the RAID 5 disk group. Click the Done button corresponding to RAID 5 disk group. 8 NetApp Data ONTAP Edge on SoftLayer Express Setup Guide 2016 NetApp, Inc. All rights reserved.
18. Under Network Options, select Public & Private > 1Gbps Dual Public & Private Network Uplinks (Unbonded). 9 NetApp Data ONTAP Edge on SoftLayer Express Setup Guide 2016 NetApp, Inc. All rights reserved.
19. Click Add to Order. 20. On the Order Summary and Billing Page, assign a host name and domain to the bare metal server. 21. Review and accept the third-party service agreement and click Finalize Your Order. 2.2 Provision SoftLayer Virtual Machine for VMware vsphere Client 1. Use the SoftLayer Customer Portal to order a VM for the VMware vsphere Client. The VM will also be used as an administrative host for Data ONTAP CLI and OnCommand System Manager access. The VM should have the following properties: Note: Be deployed on the same data center as the bare metal server Windows Server 2008 or higher 2GB of RAM or higher 1 x 2GHz core or higher 40GB of disk storage or larger 100Mbps public and private network or larger You do have the option of installing VMware vcenter software. If you do want to install vcenter, refer to the VMware vcenter product documentation for the system requirements. 2.3 Disable Server Power Management BIOS Settings Data ONTAP Edge requires that in the server BIOS CPU power management features be disabled. Note: SoftLayer uses Supermicro servers for their bare metal servers. The CPU power management features may vary with the chipset used. 1. In the SoftLayer Customer Portal, open a ticket with SoftLayer Support. Note: In the ticket, specify that you want SoftLayer support to disable the CPU power management features on the bare metal server used for the Data ONTAP Edge installation. (You do not have access to change the BIOS settings through the IPMI remote console.) You can add these instructions to the ticket you submit to SoftLayer: Under Advanced > CPU Configuration > Advanced Power Configuration, select Power Technology and set it to Disabled. 2. Remotely access the VM using an RDP client. Note: RDP clients from any operating system type can be used to remotely access the VM. 10 NetApp Data ONTAP Edge on SoftLayer Express Setup Guide 2016 NetApp, Inc. All rights reserved.
3. Launch the VMware vsphere Client on the SoftLayer VM instance. 4. Select the ESX server. Under the Configuration tab, select Power Management from the Hardware window. 5. Make sure that the Active Policy is listed as Not supported. If the value of the Active Policy is incorrect, contact SoftLayer support to make sure that the CPU power management features are disabled. 3 Data ONTAP Edge Installation 3.1 Prerequisites Before beginning the installation, make sure that the following prerequisites are in place: SoftLayer bare metal server with VMware ESXi are provisioned with proper storage configuration and ESXi login credentials SoftLayer Windows virtual machine with vsphere Client is deployed in the same data center as the bare metal server SoftLayer portable IPV4 private network are provisioned for use by Data ONTAP Edge Public IP address of the SoftLayer Windows VM and login credentials A computer with Internet access, and with the web browser software and an RDP client installed An active NetApp Support Site account with required access to download the NetApp Data ONTAP Edge software Data ONTAP Edge license 11 NetApp Data ONTAP Edge on SoftLayer Express Setup Guide 2016 NetApp, Inc. All rights reserved.
3.2 Installation Procedure 1. From the internet connected computer, launch the RDP client software and establish an RDP session to the SoftLayer Windows VM provisioned. 2. On the SoftLayer Windows VM, launch the web browser and open https://mysupport.netapp.com. Log in to the site using your NetApp Support site account credentials. 3. Click on Downloads > Software. In the Data ONTAP Edge product category, from the drop-down list select the version of Data ONTAP Edge and click Go. 4. Click View & Download. Review the download package details and click Continue. Accept the end user license agreement. 12 NetApp Data ONTAP Edge on SoftLayer Express Setup Guide 2016 NetApp, Inc. All rights reserved.
5. On the Download page under the Initial Installation Instructions, click the Software Image link to download the image. Document the location where the.ova image download was saved. 6. From the SoftLayer Windows virtual machine, launch VMware vsphere Client. Connect to the private IP address of the SoftLayer bare metal ESXi server and log in using the ESXi credentials. 7. Use vsphere Client to create a new VMFS datastore on the bare metal VMware ESXi server, which will be used to host the Data ONTAP Edge instance. Note: You can also create the datastore during the Data ONTAP Edge installation. 13 NetApp Data ONTAP Edge on SoftLayer Express Setup Guide 2016 NetApp, Inc. All rights reserved.
8. Select the VMFS-5 file system option for the datastore. 9. Name the datastore something that is easy to recognize such as NetApp Edge DS. 14 NetApp Data ONTAP Edge on SoftLayer Express Setup Guide 2016 NetApp, Inc. All rights reserved.
10. After the Add Storage wizard has completed, you should see the new datastore listed in the vsphere Client. 11. In the vsphere Client, click File > Deploy OVF Template. 15 NetApp Data ONTAP Edge on SoftLayer Express Setup Guide 2016 NetApp, Inc. All rights reserved.
12. In the Deploy OVF Template wizard, browse to the location of the Data ONTAP Edge software image. 13. Review the OVF template details and click Next. 16 NetApp Data ONTAP Edge on SoftLayer Express Setup Guide 2016 NetApp, Inc. All rights reserved.
14. In the Name and Location dialog box, provide a unique name for the deployed template, or you can keep the default name. 15. In the Storage dialog box, select the VMFS datastore that you provisioned previously. 16. In the Disk Format dialog box, select Thick Provisioned and Lazy Zeroed and click Next. 17 NetApp Data ONTAP Edge on SoftLayer Express Setup Guide 2016 NetApp, Inc. All rights reserved.
17. Review the OVF template deployment options and lick Finish. 18. Use the vsphere Client to start the Data ONTAP Edge installer. 18 NetApp Data ONTAP Edge on SoftLayer Express Setup Guide 2016 NetApp, Inc. All rights reserved.
19. After the VM has powered on, open the vsphere console and follow the on-screen instructions to perform a static configuration of the Data Edge instance. Use an IP address from the SoftLayer Portal IP network. 20. Use the NetApp Data ONTAP Edge Express Setup Guide, or the Data ONTAP Edge Installation and Administration Guide, to complete the installation and configuration of the Data ONTAP Edge instance. 19 NetApp Data ONTAP Edge on SoftLayer Express Setup Guide 2016 NetApp, Inc. All rights reserved.
Refer to the Interoperability Matrix Tool (IMT) on the NetApp Support site to validate that the exact product and feature versions described in this document are supported for your specific environment. The NetApp IMT defines the product components and versions that can be used to construct configurations that are supported by NetApp. Specific results depend on each customer's installation in accordance with published specifications. Copyright Information Copyright 1994 2016 NetApp, Inc. All rights reserved. Printed in the U.S. No part of this document covered by copyright may be reproduced in any form or by any means graphic, electronic, or mechanical, including photocopying, recording, taping, or storage in an electronic retrieval system without prior written permission of the copyright owner. Software derived from copyrighted NetApp material is subject to the following license and disclaimer: THIS SOFTWARE IS PROVIDED BY NETAPP "AS IS" AND WITHOUT ANY EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE, WHICH ARE HEREBY DISCLAIMED. IN NO EVENT SHALL NETAPP BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, OR CONSEQUENTIAL DAMAGES (INCLUDING, BUT NOT LIMITED TO, PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES; LOSS OF USE, DATA, OR PROFITS; OR BUSINESS INTERRUPTION) HOWEVER CAUSED AND ON ANY THEORY OF LIABILITY, WHETHER IN CONTRACT, STRICT LIABILITY, OR TORT (INCLUDING NEGLIGENCE OR OTHERWISE) ARISING IN ANY WAY OUT OF THE USE OF THIS SOFTWARE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGE. NetApp reserves the right to change any products described herein at any time, and without notice. NetApp assumes no responsibility or liability arising from the use of products described herein, except as expressly agreed to in writing by NetApp. The use or purchase of this product does not convey a license under any patent rights, trademark rights, or any other intellectual property rights of NetApp. The product described in this manual may be protected by one or more U.S. patents, foreign patents, or pending applications. RESTRICTED RIGHTS LEGEND: Use, duplication, or disclosure by the government is subject to restrictions as set forth in subparagraph (c)(1)(ii) of the Rights in Technical Data and Computer Software clause at DFARS 252.277-7103 (October 1988) and FAR 52-227-19 (June 1987). Trademark Information NetApp, the NetApp logo, Go Further, Faster, AltaVault, ASUP, AutoSupport, Campaign Express, Cloud ONTAP, Clustered Data ONTAP, Customer Fitness, Data ONTAP, DataMotion, Flash Accel, Flash Cache, Flash Pool, FlashRay, FlexArray, FlexCache, FlexClone, FlexPod, FlexScale, FlexShare, FlexVol, FPolicy, GetSuccessful, LockVault, Manage ONTAP, Mars, MetroCluster, MultiStore, NetApp Fitness, NetApp Insight, OnCommand, ONTAP, ONTAPI, RAID DP, RAID-TEC, SANshare, SANtricity, SecureShare, Simplicity, Simulate ONTAP, SnapCenter, SnapCopy, Snap Creator, SnapDrive, SnapIntegrator, SnapLock, SnapManager, SnapMirror, SnapMover, SnapProtect, SnapRestore, Snapshot, SnapValidator, SnapVault, SolidFire, StorageGRID, Tech OnTap, Unbound Cloud, WAFL, and other names are trademarks or registered trademarks of NetApp Inc., in the United States and/or other countries. All other brands or products are trademarks or registered trademarks of their respective holders and should be treated as such. A current list of NetApp trademarks is available on the web at http://www.netapp.com/us/legal/netapptmlist.aspx. TR-4502-0416 20 NetApp Data ONTAP Edge on SoftLayer Express Setup Guide 2016 NetApp, Inc. All rights reserved.