EMC Symmetrix VMAX Cloud Edition VERSION 2.2 Pre-installation Customer Questionnaire REV 02
Copyright 2013-2013 EMC Corporation. All rights reserved. Published in the USA. Published November, 2013 EMC believes the information in this publication is accurate as of its publication date. The information is subject to change without notice. The information in this publication is provided as is. EMC Corporation makes no representations or warranties of any kind with respect to the information in this publication, and specifically disclaims implied warranties of merchantability or fitness for a particular purpose. Use, copying, and distribution of any EMC software described in this publication requires an applicable software license. All other trademarks used herein are the property of their respective owners. For the most up-to-date regulatory document for your product line, go to EMC Online Support (https://support.emc.com). 2 EMC Symmetrix VMAX Cloud Edition Pre-installation Customer Questionnaire
CONTENTS Chapter 1: Introduction 5 Document purpose 5 Document components 5 Chapter 2: Cloud Edition order information 6 Order information 6 Automation Engine configuration ID 6 Cloud Services IP 6 Customer service levels 6 VMAX serial number 7 Chapter 3: Questionnaire for customer site requirements 8 VPN (Virtual Private Network) information 9 VPN questions 9 VPN parameters 10 Storage area network information 12 SAN questions 12 Switch Fibre Channel information 13 Switch configuration 13 Local Area Network information 15 LAN connections 15 Network addresses 15 Customer-provided host 16 Host information 16 IP addresses 16 EMC Secure Remote Support (ESRS) 17 ESRS architecture environment 18 Miscellaneous information 20 Pre-installation company training for EMC personnel 20 Customer site information 20 Customer logo for portal banner 20 Customer contact information 21 EMC Symmetrix VMAX Cloud Edition Pre-installation Customer Questionnaire 3
FIGURES and TABLES Figure Page Figure 1: VMAX Cloud Edition network diagram 10 Figure 2: Ethernet and Fibre Channel map of VMAX, appliances and switches 14 Figure 3: ESRS architecture 19 Table Page Table 1: VPN Phase 1 set-up parameters (IKE) 10 Table 2: VPN Phase 2 set-up parameters (IPsec) 11 Table 3: Switch 1 configuration information 13 Table 4: Switch 2 configuration information 13 Table 5: Network address configuration 15 Table 6: Test host information 16 Table 7: IP addresses 16 Table 8: Ports required to be open on customer network for ESRS dial-home and connect-in capability 18 EMC Symmetrix VMAX Cloud Edition Pre-installation Customer Questionnaire 4
CHAPTER 1 Introduction Document purpose This document is used to gather and qualify pre-installation site requirements for the EMC Symmetrix VMAX Cloud Edition solution. The questionnaire should be filled out by the customer with assistance from the EMC project lead. Once completed, this document serves as a reference for the customer, Corporate Systems Engineer, Advanced Customer Testing Manager, Product Manager, EMC Engineering, EMC Marketing Program Manager, and EMC Customer Service Program Manager. This document must be completed to ensure that the appropriate hardware and software environment is available in order to successfully install and configure VMAX Cloud Edition. Document components The following sections allow for electronic input by clicking to the right of the text or below the text, or by clicking in the table cells directly. The Cloud Edition order information Completed by the EMC project lead or designated EMC personnel. The Questionnaire for customer site requirements Completed by the customer and submitted electronically to the project lead. See Cloud Edition order information for the project lead name and contact information. The activated form components are not supported in a Mac OS X environment. Chapter 1: Introduction 5
CHAPTER 2 Cloud Edition order information Order information The following order and EMC information is completed by the EMC project lead: EMC Sales Order #: Project Lead: Customer address: Client ID: Site ID: Automation Engine configuration ID In order for the Automation Engine to communicate with the Coordinator at the EMC Data Center, the Implementation Specialist requires the following information during the on-site installation and implementation. SEE ID: Coordinator URL: Cloud Services IP IP: Customer service levels Service levels: Chapter 2: Cloud Edition order information 6
Chapter 2: Cloud Edition order information VMAX serial number Serial number: 7 EMC Symmetrix VMAX Cloud Edition Pre-installation Customer Questionnaire
CHAPTER 3 Questionnaire for customer site requirements The questionnaire provided in this section is used to gather information required by EMC to successfully install and implement EMC Symmetrix VMAX Cloud Edition. Answer all questions and provide the information in the tables that follow. Once completed, email the questionnaire to the project lead. See Cloud Edition order information for project lead name and contact information. This chapter contains the following: VPN (Virtual Private Network) information 9 Storage area network information 12 Switch Fibre Channel information 13 Local Area Network information 15 Customer-provided host 16 EMC Secure Remote Support (ESRS) 17 Miscellaneous information 20 Customer contact information 21 Chapter 3: Questionnaire for customer site requirements 8
VPN (Virtual Private Network) information VPN questions VMAX Cloud Edition requires a VPN connection between EMC and the customer data center. Provide the following information: Does the customer have existing IPSEC VPN connectivity with EMC Managed Services data centers? If No: See "VPN parameters" on page 10. Y N (Add any relevant details.) What is the physical location (City/Country) of the VPN endpoint you will be using to terminate your end of the VPN tunnel? Will the customer be willing to configure a secondary VPN peer with EMC to support EMC disaster recovery (DR) operations? Y N (Add any relevant details.) If VPN DR is not in place, in the event of a DR scenario, provisioning will be unavailable until service at the primary site is restored and functional. Will disaster recovery VPN failover be automatic or manual? Automatic Manual (Add any relevant details.) Is there any additional information that would be helpful for EMC to know? 9 EMC Symmetrix VMAX Cloud Edition Pre-installation Customer Questionnaire
VPN parameters Figure 1: VMAX Cloud Edition network diagram Provide the customer VPN configuration parameters listed in Table 1 and Table 2. The VPN primary and disaster recovery peer IP addresses (indicated below) are determined based on the location of the client data center. If VPN disaster recovery is not in place, in the event of a VPN failover, provisioning will be unavailable until the primary site is restored and functional. Table 1: VPN Phase 1 set-up parameters (IKE) Parameter EMC RMS Customer VPN configuration VPN Type IPSEC / IKE Site-to-Site Tunnel VPN Device Cisco ISR 3925E VPN (Virtual Private Network) information 10
Table 1: VPN Phase 1 set-up parameters (IKE) Parameter EMC RMS Customer VPN configuration VPN Peer IP Address Primary: 204.75.145.14 DR: 204.75.144.14 Primary and Disaster Recovery VPN tunnels peer IP addresses will be determined during VPN kick-off call. Encryption Domain (Remote LAN range) Host: Host: Provide non-rfc1918 addresses. A small subset is preferable. Pre-shared Key To be confirmed verbally IKE Encryption Policy 3DES IKE Authentication Policy SHA1 IKE Diffie Hellman Group Group 2 (1024 bit) IKE Lifetime: 3600 86400 seconds 86400 seconds Table 2: VPN Phase 2 set-up parameters (IPsec) Parameter EMC RMS Customer VPN configuration IPSEC SA Lifetime 3600 seconds IPSEC Encryption Policy 3DES IPSEC Authentication Policy DH Group (NOPFS, DH1, DH2) SHA1 N/A Perfect Forward Secrecy Disabled 11 EMC Symmetrix VMAX Cloud Edition Pre-installation Customer Questionnaire
Storage area network information SAN questions A Fibre Channel SAN is required to physically connect the Cloud Edition Appliance servers to the EMC Symmetrix VMAX Cloud Edition array; therefore, EMC will need a dual fabric. The customer is responsible for all Fibre Channel cables. Provide the following information. How many fabrics and ports are available for the VMAX Cloud Edition solution? Be aware that 16 ports are required per VMAX engine. What types of switches do you currently use (vendor/model/firmware)? Who is the SAN administrator (in-house or third party)? Are dedicated free ports available for the customer s hosts? See "Switch Fibre Channel information" on page 13. Yes No (Add any relevant details.) Storage area network information 12
Switch Fibre Channel information Switch configuration Complete as much information as possible in the tables below. For automated collection purposes on Brocade switches, the login provided to EMC Symmetrix VMAX Cloud Edition must have the "chassis role" allocated to it. EMC Symmetrix VMAX Cloud Edition requires independent logins with administrator access to all Fiber Channel switches in the configuration. This allows VMAX Cloud Edition to perform automated zoning using its own unique username. Provide the following information for Switch 1 and Switch 2. Table 3: Switch 1 configuration information Switch 1 name/serial number Switch 1 IP address Switch 1 login (username/password) Switch 1 WWN Switch 1 active zoneset name Table 4: Switch 2 configuration information Switch 2 name/serial number Switch 2 IP address Switch 2 login (username/password) Switch 2 WWN Switch 2 active zoneset Enter any additional information that may be helpful for EMC to know below. 13 EMC Symmetrix VMAX Cloud Edition Pre-installation Customer Questionnaire
Figure 2: Ethernet and Fibre Channel map of VMAX, appliances and switches Figure 2 depicts the Fiber Channel and Ethernet connections required for VMAX Cloud Edition. The connections provide redundant paths for High Availability. The Cloud Edition Appliance requires network access to the SAN switches to perform automated zoning operations. In addition to the Fibre Channel connections shown, which are for control paths, additional Fibre Channel connections (16 per VMAX engine) are required between the array and SAN switch for data path connectivity. The Automation Engine VM and the Collector VM also require SSH access to the SAN switches. Switch Fibre Channel information 14
Local Area Network information LAN connections Network addresses EMC requires Ethernet connectivity to the EMC Symmetrix VMAX Cloud Edition array through the ESRS gateway. The VMAX Cloud Edition Automation Appliance requires VPN connectivity to the EMC Data Center, and connectivity to the Ethernet management ports of the SAN fabric. A total of five ports (two for each appliance server and one for the array) are required; the customer must supply the five Ethernet cables. In addition, eight IP addresses within the same VLAN are required. At this time, it is required that the Appliance servers Host 1 and Host 2 Ethernet connections are on the same subnet. Provide the switch port numbers for the following connections. Provide the following network information. Table 5: Network address configuration IP Range Netmask Gateway DNS Enter any additional information that may be helpful for EMC to know below. 15 EMC Symmetrix VMAX Cloud Edition Pre-installation Customer Questionnaire
Customer-provided host Host information The customer must supply one host that can be used to test and validate the storage provisioning through the portal. All other customer hosts can be added by the customer to the configuration, at a later date, through the portal. Provide the following information for the test host. Table 6: Test host information Friendly name WWNs Operating system IP addresses Provide the following IP addresses. Table 7: IP addresses Component/use IP address VMAX array Host 1 Host 2 Virtualization Manager Solutions Enabler Collector Automation Engine connectemc Customer-provided host 16
EMC Secure Remote Support (ESRS) ESRS questions ESRS connectivity is required for EMC Symmetrix VMAX Cloud Edition dial home and monitoring. Refer to https://support.emc.com/products/5571 for more information on the ESRS feature. You may also refer to the ESRS Deployment Guide found in the Symmetrix VMAX Cloud Edition Customer Service Procedure Generator. Tech Note 300-014-290 has full customer-viewable information on ESRS. You may also contact your local EMC representative for additional information. Customers are required to supply a Windows or Red Hat Linux server or virtual machine for Gateway software. Existing ESRS Gateway customers must upgrade to 2.22.0.xx, which is required for deployment and service of EMC Symmetrix VMAX Cloud Edition. Provide the following information. Is ESRS service set up within the customer data center? Yes No (Add any relevant details.) Are there any restrictions on implementing an ESRS connection? Provide the current ESRS serial number and IP addresses. Is the ESRS Gateway in a cluster? If yes, provide the cluster serial number and IP address. Is there an ESRS policy manager configured? If yes, provide the IP address. Is there any additional information that would be helpful for EMC to know? 17 EMC Symmetrix VMAX Cloud Edition Pre-installation Customer Questionnaire
From To Port(s) Chapter 3: Questionnaire for customer site requirements Table 8: Ports required to be open on customer network for ESRS dial-home and connect-in capability ESRS Gateway ESRS Gateway connectemc Automation Engine SolutionsEnabler Collector Virtualization Manager Host 1 Host 2 TCP (22, 5480) TCP (443, 8443, 22, 80, 903, 8080, 10080, 10443) TCP/UDP (902) connectemc ESRS Gateway HTTPS (443, 8443) Passive FTP (21, 5400-5413) SMTP (25) Virtualization Manager connectemc UDP (162) ESRS architecture environment The ESRS application architecture consists of a secure, asynchronous messaging system designed to support the functions of secure encrypted file transfer, monitoring of device status, and remote execution of diagnostic activities. This distributed solution is designed to provide a scalable, faulttolerant, and minimally intrusive extension to the customer s system support environment. Figure 3 illustrates the major processing components and their interconnections. EMC Secure Remote Support (ESRS) 18
Figure 3: ESRS architecture 19 EMC Symmetrix VMAX Cloud Edition Pre-installation Customer Questionnaire
Miscellaneous information Provide the following additional information. Pre-installation company training for EMC personnel Will there be any training required for the implementation team, including safety, security, or company practices that need to be conducted before the on-site visit? Yes No If Yes, describe below. Customer site information By default, the site name appears in the portal dashboard as the street address of the installation. If there is a specific site name that should be used, enter it below. Customer logo for portal banner Provide a customer logo in JPEG format for the portal banner. This can be emailed to the project lead. See Cloud Edition order information for project lead name and contact information. Miscellaneous information 20
Customer contact information Complete the following contact information. Role Name Primary phone Email Project Manager Ship to contact Data center contact Network Administrator Network Engineer Server contact System Administrator SAN Administrator LAN Administrator Security Engineer Change Management contact Primary contact during testing phase 21 EMC Symmetrix VMAX Cloud Edition Pre-installation Customer Questionnaire