VERITAS StorageCentral 5.2 Installation Instructions Windows
Introduction to the Installation Process The steps below summarize what you must do to install StorageCentral on your system. Step To do this Refer to this section 1 Verify you have the hardware and software needed Requirements (below) to install StorageCentral on your system 2 Gather the information you will need during the installation process Installation Worksheet (page 4) 3 Install StorageCentral Installation Checklist (page 8) You will find these instructions presented in greater detail in the StorageCentral User Guide. The user guide also contains reference material, a list of best practices, and troubleshooting advice. Important: The installation must be performed by a member of the Domain Admins group. Requirements This section lists what you need to run StorageCentral on your system. Agents One of the following operating systems: o Windows XP Professional o Windows NT 4, service pack 6a o Windows 2000 Professional Server, Advanced Server, or Datacenter Server o Windows Server 2003 Standard, Enterprise, or Datacenter Edition 128 MB RAM for Windows Professional or 256 MB for others 6 MB of disk space are required to install an agent, plus additional space to run StorageCentral StorageCentral 5.2 Installation Instructions 1
Collector One of the following operating systems: o Windows XP Professional o Windows NT 4, service pack 6a o Windows 2000 Professional Server, Advanced Server, or Datacenter Server o Windows Server 2003 Standard, Enterprise, or Datacenter Edition Internet Explorer 5.5 or later 256 MB RAM for Windows Professional or 512 MB for others 33 MB of disk space are required to install a collector, plus additional space to run StorageCentral Console One of the following operating systems: o Windows XP Professional o Windows 2000 Professional Server, Advanced Server, or Datacenter Server o Windows Server 2003 Standard, Enterprise, or Datacenter Edition Internet Explorer 5.5 or later 256 MB RAM for Windows Professional or 512 MB for others 50 MB of disk space are required to install the MMC console, plus additional space to run StorageCentral Network Appliance Filer This section applies only if you are installing a Network Appliance edition of StorageCentral. Data ONTAP version 6.4 (or later) from Network Appliance must be installed on the Filer to provide support for third-party products (such as StorageCentral). The CIFS protocol must be enabled on the Filer you want to manage. SNMP must be configured on both the Filer and remote agent to generate traps for your remote agent. You will configure SNMP to do this when you install StorageCentral. StorageCentral 5.2 Installation Instructions 2
The StorageCentral remote agent and MMC must be installed and executed within the same domain as the Network Appliance Filer(s) that they are intended to manage. Remote Agent This section applies only if you are installing a Network Appliance edition of StorageCentral. One of the following operating systems: o Windows XP Professional o Windows 2000 Professional Server, Advanced Server, or Datacenter Server o Windows Server 2003 Standard, Enterprise, or Datacenter Edition Internet Explorer 5.5 or later 128 MB RAM for Windows Professional or 256 MB for others 6 MB of disk space are required to install a remote agent, plus additional space to run StorageCentral Simple Network Management Protocol (SNMP) support must be operational on the remote agent so that StorageCentral can report on space allocation violations on the Filer. The StorageCentral remote agent and MMC must be installed and executed within the same domain as the Network Appliance Filer(s) that they are intended to manage. Note: Installing the remote agent on a Windows 2000 (or above) cluster is not supported. StorageCentral 5.2 Installation Instructions 3
Installation Worksheet The installation wizard that StorageCentral uses will prompt you for a variety of information. The installation process will go more smoothly if you have this information available in one place before you start. Option and Description License Agreements Before installing StorageCentral you will be asked to accept the terms of a VERITAS Software Corporation license agreement. You can find a copy of this agreement on the CD in the \docs folder. Customer Information The product asks for a user name, the organization, and serial number. Only the serial number is required to continue the installation process. You can find the serial number in the VIP Product License Certificate provided by VERITAS. We recommend you save the key in a file and use copy/paste when required during the install. Active Directory Support If you are installing or upgrading to an Active Directory (AD) edition of StorageCentral, you will perform two important tasks during installation. Your Answer Yes/No: User: Organization: Serial Number: Yes/No: 1. You must extend the AD schema using a program called ExtSche; you can find this program on the installation CD. StorageCentral makes use of its own data types and values and therefore requires the extension. You must have write access to the root of the AD to perform the extension, which implies Schema Admin and Domain Admin privileges. The installation checklist tells you how to use ExtSche. 2. You must populate the AD. The process that populates the AD executes during the installation and takes data from the registry and places it into the AD. However, this process executes only if two conditions are true: You instruct it to execute, and the AD does not already contain StorageCentral data. During installation you will be given the opportunity to populate the AD. o If you are performing a clean installation (that StorageCentral 5.2 Installation Instructions 4
is, not an upgrade), then on at least one machine you must select all components to be installed and answer Yes to the question Populate Active Directory? that the installation wizard presents on the Active Directory Support dialog box. Until the AD is populated, an AD edition of StorageCentral will not work properly. VERITAS recommends you install all components on the first machine and then populate the AD. o If this is an upgrade, then you must determine which machine in your enterprise contains the set of data that you want loaded to the AD. Then, when upgrading StorageCentral on that machine, you will answer Yes to the question Populate the Active Directory? that the installation wizard presents on the Active Directory Support dialog box. Until the AD is populated, an AD edition of StorageCentral will not work properly. VERITAS recommends you work with the machine that contains the appropriate set of data first and then populate the AD. Computer Policies If you are installing an AD edition of StorageCentral and there are computer policies stored in the AD, the installation wizard gives you the opportunity to apply an existing computer policy to the computer you are installing. Computer policy you want to apply: If you select a policy: You must choose, on the Custom Setup dialog box, to install the agent in order for StorageCentral to apply the policy. StorageCentral 5.2 Installation Instructions 5
Destination Folders These are the folders in which the product files will be installed and where the audit and trend databases will be placed. During an upgrade the process uses the same directories that the older release used. The audit and trend databases are used through the ODBC data source. By default, the User Interface (UI) looks only at the local Microsoft Access database even if the UI focus is on another server or another domain. Use a centralized database to see the records for all computers in the domain which the UI is connected to. Restore Entities If you are upgrading or performing a re-installation, the installation wizard asks if you want to carry forward any existing entities it finds. Entities are: managed objects, file groups, report sets and report definitions, preferred machines, audit and trend databases, and reports and quarantine directories. Install: Databases: Managed Objects (Yes/No): File groups (Yes/No): Report sets/definitions (Yes/No): Preferred machines (Yes/No): Audit and trend db (Yes/No): Reports directory (Yes/No): Quarantine directory (Yes/No): Custom Setup The installation process allows you to choose features to be installed. The default is to install everything. Agent (Yes/No): Agent/Command Line (Yes/No): Collector (Yes/No): User Interface/MMC (Yes/No): StorageCentral 5.2 Installation Instructions 6
Administrator Password An account with domain administrator privileges is required for the services to run. Do not use System account. User Name: Domain: Password: Mail Information For alarms and reports to be mailed, you will have to provide the details of the mail server. You can choose to use Microsoft s Exchange server or an SMTP mail server. If you are installing an Active Directory edition of StorageCentral, you can also choose to use the AD mail facility as a source of e-mail addresses. Exchange Profile: Exchange Password: SMTP Server: SMTP Sender (login ID or e- mail address): SMTP Password: Use AD (Yes/No): * * * * * The following items apply only to Network Appliance support * * * * * Veritas Share on the Filer StorageCentral needs to store data on all Filers. A share called "Veritas" must exist before the Filers can be added to a remote agent s management list. Administrator Access to the Filer StorageCentral requires administrator access to the Filer. This access is required to get and set quotas, and to register itself for file blocking requests. Enable File Screening The Filer needs to be configured to have file screening turned on. SNMP The Filer generates SNMP traps for all quota violations. You will have to use the Network Appliance FilerView application to set the appropriate destination. (You will do this as part of the installation process.) Administrator: Password: (You will do this as part of the installation process.) (You will do this as part of the installation process.) StorageCentral 5.2 Installation Instructions 7
Installation Checklist The chart below summarizes the installation instructions and to which StorageCentral edition a step applies. STD NetApp STD AD NetApp AD 1. Extend schema No No Maybe Maybe 2. Configure for NetApp Editions No Yes No Yes 3. Install StorageCentral Yes Yes Yes Yes 4. Reboot the machine Yes Yes Yes Yes 5. Create a share No Yes No Yes 6. Configure remote agent No Yes No Yes 7. Add Filer to a preferred group No Yes No Yes 8. Enable file blocking on the No Yes No Yes Filer 9. Set SNMP on the Filer No Yes No Yes Key to columns in the chart above: STD = StorageCentral Standard Edition NetApp STD = StorageCentral for Network Appliance Standard Edition AD = StorageCentral Active Directory Edition NetApp AD = StorageCentral for Network Appliance Active Directory Edition You may print this section and check off the steps as you complete them. The installation process will go more smoothly if you complete the installation worksheet (page 4) before proceeding with the installation checklist. StorageCentral 5.2 Installation Instructions 8
STEP COMMENTS DONE 1. Extend schema. If you are installing or upgrading to a StorageCentral Active Directory edition and have never previously installed the Active Directory edition anywhere in your entire enterprise, you must extend the Active Directory schema. The account executing the schema extension program must have Schema Admin and Domain Admin privileges. Follow these steps: 1. Start a command prompt. 2. Locate a program called ExtSche in the \Utilities\Active Directory folder on the CD and execute it by typing this: ExtSche /x The program will indicate success or failure. If the program fails, try setting the correct permissions and rerun the program. If problems persist, contact VERITAS technical support. 2. Configure for NetApp Editions. Perform this step only if you are installing one of the StorageCentral for Network Appliance editions. SNMP support is required on the remote agent machine. Do the following on the remote agent: 1. Click Start Settings Control Panel Add/Remove Programs. 2. Click Add/Remove Windows Components, select Management and Monitoring Tools, and click Details. 3. If Simple Network Management Protocol is not selected, then select it and proceed with its installation. 3. Install StorageCentral. Locate and run the "setup.exe" that applies to the StorageCentral edition you are installing. Allow the wizard to proceed to a normal finish. Update each panel in the wizard according to the answers you have laid out in the installation worksheet. 4. Reboot the machine. StorageCentral 5.2 Installation Instructions 9
STEP COMMENTS DONE The following steps apply only if the product installed is one of the StorageCentral for Network Appliance editions. 5. Create a share. Using a Network Appliance tool, create a share named "Veritas" on each Network Appliance Filer that StorageCentral will manage. Note: Creating a folder on the Filer is not the same as creating a share. 6. Configure remote agent. Configure the remote agent by doing the following: 1. Start the MMC. Do this by clicking Start Programs VERITAS StorageCentral. 2. Select the properties of the machine that has StorageCentral for Network Appliance installed. 3. On the Network Appliance tab, click Add and proceed to add the Network Appliance Filers to the list of managed machines. 7. Add Filer to a preferred group. The Network Appliance Filers added to the remote agent in the previous step must now be added to a preferred group. 8. Enable file blocking on the Filer. 9. Set SNMP on the Filer. StorageCentral 5.2 Installation Instructions 10
Disclaimer The information contained in this publication is subject to change without notice. VERITAS Software Corporation makes no warranty of any kind with regard to this manual, including, but not limited to, the implied warranties of merchantability and fitness for a particular purpose. VERITAS Software Corporation shall not be liable for errors contained herein or for incidental or consequential damages in connection with the furnishing, performance, or use of this manual. VERITAS Legal Notice Copyright 2003 VERITAS Software Corporation. All rights reserved. VERITAS, the VERITAS Logo, and all VERITAS product names and slogans are trademarks or registered trademarks of VERITAS Software Corporation. VERITAS and the VERITAS logo, Reg. U.S. Pat. & Tm. Off. Other product names and/or slogans mentioned herein may be trademarks or registered trademarks of their respective companies. VERITAS Software Corporation 350 Ellis Street Mountain View, CA 94043 USA Phone 650-527-8000 Fax 650-527-2908 www.veritas.com StorageCentral 5.2 Installation Instructions 11