TerraBlock Users Guide
Transcription
TerraBlock Users Guide
Version 6.5.5 Setup & User Guide PRODUCTS: TERRABLOCK 24D/HA TERRABLOCK 24D TERRABLOCK 24EX/16/12/8 TERRABLOCK 8D TERRABLOCK 8XS TX16 EXPANSION CHASSIS ACCESSORIES: QLOGIC SANBOX, ATTO FIBRE CHANNEL SWITCHES EDGE-CORE, HP ProCurve, NETGEAR ETHERNET SWITCHES ATTO FIBRE HOST BUS ADAPTERS SOFTWARE: FACILIS FACILIS FACILIS FACILIS SHARED FILE SYSTEM TERRABLOCK MANAGER FILE MIGRATION TOOL PROJECT MANAGER / VIEWER TO THE EXTENT ALLOWED BY LOCAL LAW, NEITHER FACILIS TECHNOLOGY NOR ITS THIRD PARTYSUPPLIERS MAKE ANY OTHER WARRANTY OR CONDITION OF ANY KIND, WHETHER EXPRESS OR IMPLIED, WITH RESPECT TO THE FACILIS TECHNOLOGY PRODUCTS, AND SPECIFICALLY DISCLAIM THE IMPLIED WARRANTIES OR CONDITIONS OF MERCHANTABILITY, SATISFACTORY QUALITY, AND FITNESS FOR A PARTICULAR PURPOSE. Limitations of Liability To the extent allowed by local law, the remedies provided in this Warranty Statement are the customer's sole and exclusive remedies. TO THE EXTENT ALLOWED BY LOCAL LAW, EXCEPT FOR THE OBLIGATIONS SPECIFICALLY SET FORTH IN THIS WARRANTY STATEMENT, IN NO EVENT SHALL FACILIS TECHNOLOGY OR ITS THIRD PARTY SUPPLIERS BE LIABLE FOR DIRECT, INDIRECT, SPECIAL, INCIDENTAL, OR CONSEQUENTIAL DAMAGES, WHETHER BASED ON CONTRACT, TORT, OR ANY OTHER LEGAL THEORY AND WHETHER ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. Local Law This Warranty Statement gives the customer specific legal rights. The customer may also have other rights that vary from state to state in the United States, from province to province in Canada, and from country to country elsewhere in the world. To the extent that this Warranty Statement is inconsistent with local law, this Warranty Statement shall be deemed modified to be consistent with such local law. Under such local law, certain disclaimers and limitations of this Warranty Statement may not apply to the customer. For example, some states in the United States, as well as some governments outside the United States (including provinces in Canada), may: Preclude the disclaimers and limitations in this Warranty Statement from limiting the statutory rights of a consumer (e.g., the United Kingdom); Otherwise restrict the ability of a manufacturer to enforce such disclaimers or limitations; or Grant the customer additional warranty rights, specify the duration of implied warranties which the manufacturer cannot disclaim, or not allow limitations on the duration of implied warranties. FOR CONSUMER TRANSACTIONS IN AUSTRALIA AND NEW ZEALAND, THE TERMS IN THIS WARRANTY STATEMENT, EXCEPT TO THE EXTENT LAWFULLY PERMITTED, DO NOT EXCLUDE, RESTRICT, OR MODIFY, AND ARE IN ADDITION TO, THE MANDATORY STATUTORY RIGHTS APPLICABLE TO THE SALE OF FACILIS TECHNOLOGY PRODUCTS TO SUCH CUSTOMERS. © Facilis Technology Inc. TERRABLOCK Version 6.5.5 Setup & Users Guide, January 2016 2 Contents Page Number Using This Guide Who Should Use This Guide What This Guide Contains Symbols and Conventions Documentation Comments How to Download this Manual Overview 7 8 Chapter 1 – Hardware Server Protection Features TerraBlock Enclosure Front Panel 10 24D Front Panel LED Indicators 24D Front Panel Buttons 8XS Front Panel Buttons 8XS Front Panel LED Indicators Enclosure Front Panel Cover Rear Panel 11 12 Power Supplies Fans VGA Ethernet Mouse/Keyboard SAS Controller Slots Fibre Channel / Ethernet Slots PSU Alert Mute Button (24D, 24EX) Chapter 2 – Hardware Installation Before You Begin Rack Mounting the 24D/24EX Enclosure Installing the Drives Mouse/Keyboard Monitor Power Cords Client Hardware Installation Cabling the TerraBlock Server Fibre Channel Cabling Cabling the Fibre Switch Ethernet Cabling Cabling the Ethernet Switch Turning on the TerraBlock Server 3 14 16 17 18 20 Chapter 3 – Setup and Administration System Setup 21 Management Tools Troubleshooting/Service Tools Tools Volume TerraBlock Manager TerraBlock Manager User Mode Menus Volumes Tab Volumes Tab – Button Functions Mount Un-mount Update Read-Only Add Users Mount Properties Show & Hide Permissions Create Volume Delete Volume Change Volume User Access Permissions Refresh 23 25 26 30 29 31 32 34 38 Users Tab Users Tab – Button Functions 39 Create User Delete User Change Access Copy User Add Volumes Refresh Volume Access Permissions 40 41 System Tab TerraBlock Manager on the Server 41 43 Additional Button Functions Mount and Un-mount by Index Add Attached Volumes Synchronize Users System Tab: Locate 44 45 Admin Settings Tab LDAP Tab LDAP Tab – Button Functions 46 48 49 50 Configure LDAP Refresh Sync Selected Sync All TerraBlock Client Setup 51 Mac and Windows Clients Linux Clients 4 Ethernet Shared File System Setup Single Ethernet Connection Enabling the Ethernet Option on the Server Enabling the Ethernet Option on the Clients Teamed Ethernet Connection Teaming the NIC Connections 10Gbit Ethernet Connection Creating and Managing Users Username and Password Feature Logging in to the TerraBlock System Changing Passwords LDAP/Active Directory User Feature Creating Volumes Single-user Write Volumes Multi-user Write Volumes DynaRAID Raid Descriptions Creating Tandem Volumes Formatting Options Creating Volumes Larger Than 8TB Single-user Write Volumes Multi-user Write Volumes Tandem Volumes 59 60 61 62 63 66 68 69 70 71 73 74 75 77 80 81 82 Chapter 4 – Working with the Shared File System Launching TerraBlock Manager and Creating Volumes Changing Single-user Write Volumes to Multi-user Write Mounting Multi-user Write Volumes Working with Multi-user Write Volumes 83 84 85 Chapter 5 – Volume Permissions and Workflows User Permissions to Volumes Volume Workflows – Single-user Write Volume Workflows – Multi-user Write 87 Chapter 6 – Facilis File Migration Tool Setup and Usage 89 Chapter 7 – Facilis Project Manager / Viewer Facilis Project Manager Overview Facilis Project Manager Usage Facilis Project Viewer 92 93 95 5 Chapter 8 – Using the CommandApp Running the CommandApp as an Application Running the CommandApp from a Command Line 96 98 Appendix A – Additional Setup Tools Tools Volume Configuration OSX Icon Installation Additional Client Software TerraBlock Manager Keyboard Shortcuts 100 101 102 Appendix B – Manually Formatting Larger than 8TB Formatting Steps 103 Appendix C – Working with External Tandem Volumes External Tandem RAID5 using ATTO Power Center Formatting Multi-server External Tandem Volumes - Mac Formatting Multi-server External Tandem Volumes – Windows 105 106 106 Appendix D – Server Hardware Specifications Dimensions and Weight Environment Electrical Load Connectivity 110 6 Using This Guide Who Should Use This Guide This guide is intended for any user or administrator of the Facilis TerraBlock system. What This Guide Contains This guide covers the information you will need to: Install the enclosure and drives Administer the volumes and configure user access Understand the workflow of the TerraBlock Symbols and Conventions Important Caution or Instruction Related Information or Tip Checklist Description or Definition Documentation Comments If you have comments relating to the documentation, please E-mail [email protected], and specify the page and error or omission in the guide. How to Download This Manual We offer a download location on our main web site. Go to http://facilis.com/support/. 7 Overview The Facilis TerraBlock Server is a turnkey system that will enable collaboration between different editorial and/or content creation workstations within the same facility. The following TerraBlock User Guide explains server and accessory installation, and contains connectivity and configuration instructions for end users and installation technicians. Chapter 1 - Hardware The TerraBlock protection features and physical attributes of your server are discussed in this section. Server Protection Features The TerraBlock comes standard with 8, 12, 16 or 24 physical hard drives, depending on your TerraBlock model. Through the TerraBlock software, virtual volumes are created utilizing all the drives to provide full bandwidth. Any of the hard drives are hot swappable. Automatic recovery will take place for a replaced failed drive when DynaRAID protection is enabled. DynaRAID protection allows for one physical hard drive failure at any given time per TerraBlock chassis. DynaRAID and other software features will be described later is this guide. The TerraBlock Server chassis used for the 24D and 24EX models contain redundant field replaceable power supplies. It is recommended that each power supply be connected to a separate circuit to maintain proper grounding. The TerraBlock 8D and 8XS contain a single power supply. An uninterruptable power supply (UPS) is also highly recommended. All TerraBlock Servers ship with field replaceable internal fans. Never leave the TerraBlock cover off for more than 2 minutes as the hard drives may overheat 8 TerraBlock Enclosure Front Panel The front panel of the TerraBlock system is used to start up and shut down the unit and to monitor hard drive activity through LED indicators. The drive carriers are inserted in the front of the unit during initial installation, or in the event of drive replacement. Software updates can be loaded via USB drive in the front or rear of the unit or by downloading from www.facilis.com/media. The 24D and 24EX front panel is shown below. LED indicators from left to right: 1. Internal System Disk Activity Blinks amber when active, typically only LED 1 is used 2. Ethernet Activity Blinks green when active, only LED’s 2 & 3 are used 3. Temperature Indicator Green when OK Flashing green on error with audible alarm 4. Fan speed Indicator Green when OK Flashing green on error with audible alarm 5. Power Indicator Green when powered on Flashing green when a power supply fails with audible alarm Front panel buttons from left to right 1. Server Reset Only use when instructed. Do not use to power cycle the unit 2. Alarm Mute Silences the fan and temperature audible alarms 3. Power On/Off Use to power on the unit or to initiate Windows shutdown 9 The 8XS unit is shown below ! Front panel buttons from left to right 1. Power On/Off Use to power on the unit or to initiate Windows shutdown 2. Server Reset Only use when instructed Do not use to power cycle the unit LED indicators from left to right: 1. Power Indicator Green when powered on 2. Internal System Disk Activity Blinks green on activity 3. Ethernet Activity Blinks green on activity 4. Ethernet Activity Blinks green on activity 5. Temperature Indicator Off when OK Flashing amber on error 6. Power Warning Off when OK Flashing amber on error The 8D unit is shown below 10 Enclosure Front Panel Cover The 24D and 24EX TerraBlock enclosures have a front cover that can be kept in place to prevent access to the physical hard drives. If access to the drives is necessary, the cover is attached via two thumb screws at the top left and right. The cover is hinged at the bottom. A lock spring must be disengaged to remove the cover. The front panel cover must be removed to install or remove the bottom row of drives when fully populated (24D models). The 8XS model has a lockable hinged cover that swings to the right or top to bottom if the 8XS is rack mounted. 24D & 24EX 8XS Front cover thumbscrews Front cover lock Front cover hinge Front cover hinges 8D Front cover thumbscrews Front cover hinges 11 Rear Panel The rear panel (back of the server) is the location for direct connect client connectivity, switch hardware connectivity, control and monitor ports. Power supply cabling and cooling fans are also located in this area. The diagram below shows the 24D and 24EX enclosure rear panel (earlier models will differ). PSU Alert Mute Button Keyboard & Mouse USB Ports Optional ATTO FC or Ethernet NIC Controllers Ethernet Ports Monitor Port B L A N K 1 0 G A T T O S A S S A S A T T O S A S SAS disk controllers with blank bulkhead AC Power Input The 8D and 8XS rear panel is very similar to this diagram when rack mounted, but a single power supply. Power Supplies – One power supply in the TerraBlock 24D and 24EX chassis is replaceable while the unit is running. The unit will run as long as at least 2 power supplies are active. The 8D and 8XS do not have a redundant power supply, and require a power supply or chassis replacement through your reseller if failure occurs. Fans – The high-speed internal fans maintain an ideal operating temperature within the enclosure. Fan units can be removed while the TerraBlock is running if a replacement is necessary. VGA – The VGA port is available for monitoring the server locally; attaching a monitor (not supplied) to the server is necessary for software installation and troubleshooting. A standard 15-pin VGA monitor cable is supported. Ethernet – The Ethernet ports are supplied for network access to the unit, communication to the optional Fibre Channel switch, and when used in conjunction with the Facilis Shared File system, access from Ethernet clients to the TerraBlock virtual volumes. Direct Ethernet connectivity can be configured using a single Gigabit Ethernet port on the server. A combination of 2 or more 12 Gigabit Ethernet ports (additional Ethernet hardware may be added) can be (Teamed) for additional bandwidth and performance. See Fibre Channel/Ethernet Slots below. Running windows network software on the TerraBlock for the purpose of sharing volumes is not supported. Any Ethernet connectivity must be supplied through the Facilis Shared File System (SFS). Keyboard/Mouse – The keyboard/mouse ports are available for direct control of the server. Standard PS2 or USB keyboard and mouse are supported but not included. SAS Controller Slots – The SAS controller cards for the server media hard drives use slot 1, 3 and 4 on the 24D and 24EX and slot 1 on the 8XS (with latest TerraBlock models). Slots are numbered starting from the right if standing at the rear of the unit. These slots are unavailable for any other use. Fibre Channel/Ethernet Slots – The number and type of Fibre Channel and Ethernet host bus adapters (HBA’s) may vary depending on your configuration. There is a maximum of 4 additional HBA’s that can be added. This can be all Fibre Channel HBA’s (up to 8 direct connect FC ports), all 10Gbit Ethernet (up to 8 direct connect 10Gbit Ethernet ports) or a combination of both. This may also include 1G Ethernet hardware. Some HBA’s may need to be removed to free a slot if the server is fully populated. PSU Alert Mute Button (24D, 24EX) – The enclosure sounds an alarm beep whenever it detects a power supply or fan failure. The Mute button stops the alarm until the next error occurs. Pressing the Mute button only silences the alarm—it does not correct the condition that caused it. 13 Chapter 2 – Hardware Installation This chapter describes how to install your TerraBlock shared storage system and additional hardware peripherals. Before You Begin The location of the unit should be cool, clean and vibration-free. Make sure you have all the components that shipped with the system available at the time of installation. If you are missing any of the components listed below, do not attempt installation until contacting Facilis Technology customer service at +1 978-562-7022. After unpacking the TerraBlock kit, check the contents of the kit against the following list to be sure you have received all the components. The kit contains: One TerraBlock Server enclosure or chassis One or three power cords USB stick containing the TerraBlock Software and Documentation 8, 12, 16 or 24 numerically labeled SATA drives in carriers (boxed separately) One SATA drive labeled “Spare” A rack-mount kit (optional on 8XS and 8D) An enclosure front cover or bezel (located on chassis) QLOGIC 8Gbit or ATTO 16Gbit Fibre Channel switch (optional) QLOGIC or ATTO switch rack mount kit or rack hardware (optional) Edge-Core (formerly LG-Ericsson/SMC) 24 or 48 port managed 1Gbit, HP ProCurve 1Gbit/10Gbit, or NetGear RJ45 10Gbit Ethernet Switch (optional) ATTO 8Gbit or 16Gbit Fibre Channel client cards (optional) Myricom or ATTO 10GBit Ethernet client cards (optional) Rack Mounting the 24D/24EX Enclosure The base configuration of the TerraBlock system includes rack rails for mounting the server in a standard 19” rack containing rear rails. If you are installing the TerraBlock enclosure in a rack (recommended), follow the instructions supplied in the rail kit to install the rack-mount rails. Be sure that: The rails attach as far forward on the TerraBlock enclosure as possible. The rails do not interfere with the power strips, power cords, or other cables at the rear of the rack. The rails allow the unit to slide completely into the rack. Power supply vents and other airflow are not restricted when installing the unit in a rack. A reliable grounding path is maintained within the rack system. This unit must be connected to earthen ground. Mounting the TerraBlock enclosure on rack-mount rails is a twoperson job! The enclosure is heavy, and both sides need to be in alignment to fit properly. The server should be installed or rack mounted without drives installed. If you try to mount the enclosure alone, you may damage the server or injure yourself. 14 Installing the Drives The TerraBlock SATA drives ship boxed separately from the enclosure. If the SATA drives have been left at or below 45F (7C) for several hours (on a delivery truck or loading dock), allow the drives to return to room temperature before inserting and powering on the unit. Drive failure may occur if cold drives are powered up before warming. 24D Drive Locations 24EX Drive Locations (8 Drives) 24EX Drive Locations (12 Drives) 24EX Drive Locations (16 Drives) 8XS Drive Locations 8D Drive Locations 1. Slide the drive carrier assembly into the appropriate slot until the latch makes contact with the enclosure. 2. Push the latch toward the enclosure to finish sliding the drive and carrier into the enclosure. You will hear the latch click when the drive and carrier are seated in the slot. If you encounter resistance do not force the latch closed. Remove the drive and check the connector and slot for foreign objects. 3. Repeat steps 1 through 5 for all remaining drives. The front bezel of the 24D chassis will need to be removed to insert all 24 drives. Disengage the latch spring on the left side of the cover back to free the left pin, and move the bezel left. To replace, hold the latch spring back and line up the two pins and slide into position. 15 Keyboard/Mouse A keyboard and mouse (not supplied) should be installed prior to powering on the TerraBlock Server. If possible, use a USB keyboard and mouse, as these will remain enabled after boot and can also be connected after the server is on. PS2 devices may require a reboot after they are connected. 1. Locate an available keyboard and mouse. 2. Locate the proper USB or PS2 ports using the symbols on the rear of the unit. 3. Plug the connectors into the proper ports securely. Monitor A monitor (not supplied) is required for initial setup and software updates, and is recommended for daily usage or in the event of troubleshooting. To install a monitor: 1. Locate the VGA port on the rear of the unit. The VGA port is a blue female 15pin DIN connector. 2. Plug the monitor into the VGA port. 3. Supply power to the monitor and turn it on. Power Cords Connect the power cords (supplied) into the AC ports on the rear of the enclosure. Do not start the unit until all power cords are connected. Client Hardware Installation Client hardware will depend on your TerraBlock Server configuration. Configurations may consist of all Fibre Channel, all Ethernet, or a combination of both. All Fibre Channel based configurations require hardware installation in your Mac, Windows or Linux client. ATTO Technology is the supported Fibre Channel HBA to be used with your TerraBlock Server. Please follow the manufacturer’s instructions for installing hardware in your client workstation (Mac Pro, HP Workstation, etc.). It is recommended to use the fastest PCIe slot available. ATTO ThunderLink devices are also supported for Mac specific workstations that do not have an available PCIe slot and are Thunderbolt capable (MacBook Pro, iMac). After the hardware is installed, power on the client and install the proper drivers and firmware (see the TerraBlock Release Notes for supported driver and firmware versions and more in depth ATTO Fibre Channel HBA configuration). The ATTO Configuration Tool must be installed on each client workstation to verify and adjust the HBA settings. Ethernet client configurations may or may not require hardware installation. The 1G Ethernet onboard adapters can be used with any Mac, Windows or Linux client for connectivity to the TerraBlock Server. 10G Ethernet configuration will require hardware be installed in your client. Myricom and ATTO 10G HBA’s are supported. Please follow the manufacturer’s instructions for installing hardware in your client workstation (Mac Pro, HP Workstation, etc.). It is recommended to use the fastest PCIe slot available. ATTO ThunderLink devices are also supported for Mac specific workstations that do not have an available PCIe slot and are Thunderbolt capable (MacBook Pro, iMac). After the hardware is installed, power on the client and install the proper drivers and firmware (see the TerraBlock Release Notes for supported driver and firmware versions). 16 Cabling the TerraBlock Server The following explains how to cable the TerraBlock system to clients directly or any switches in your configuration. Keep the location of the edit rooms in mind when installing the TerraBlock. There is a 380 meter limitation in 4Gbit, 150 meter limitation in 8Gbit, and a 100 meter limitation in 16Gbit using OM3 50 micron rated cabling. Ethernet connectivity for CAT 5E, CAT 6 or CAT 7 cabling has a limitation on length of 100 meters (328ft) in 1Gbit. Ethernet connectivity for 10Gbit optical cabling has a length limitation of 300 meters (984ft) using OM3 rated cabling. (See Appendix D or call Facilis customer support for additional information on cabling options). Fibre Channel Cabling Up to 6 users may connect directly to the TerraBlock Server with optical Fibre Channel. Direct client connections are based on the number of Fibre Channel cards that are installed in your server. The TerraBlock may also be connected to a switch via single or multiple 4/8/16Gbit connections. The client workstations would also connect to the switch. All connectors are “LC” type, and the supported cable type is duplex (send/receive) multimode fibre. The LC connector will plug into an SFP module. The SFP is inserted in the fibre channel card on the server and client. SFP’s are also used in the fibre switch for connectivity between the server and clients. All SFP’s are removable and replaceable. This image represents an 8Gbit dual-channel fibre card. Only one port is used per-client. If using a switch, a single or dual connection (shown here) can be run to the switch for connectivity. Additional free ports on the server may be used for more direct-connect clients an additional switch. If a 4Gbit client or switch is connected, a single LED will be illuminated; if an 8Gbit client or switch is connected, both LEDs will be illuminated. At least one LED will be active when linked. If the TerraBlock server is attached to a switch through a single connection, an additional connection to the switch will provide more balanced performance (recommended). See Cabling the Fibre Switch in this chapter for more details. A Fibre Channel cable is comprised of send and receive strands, these must be mated properly to the send and receive ports on the SFP. If your cable was built as an LC-to-LC patch cable, the connector should be built to achieve this. If you’re patching through another cable via a union or patch field, you may have to determine the send and receive sides. Try each combination of port connection and connector ends (reversing if necessary) until a link light appears. ATTO Fibre Channel host bus adapters contain class 1 laser emitting devices. Keep the transmit port covered whenever a cable is not connected. It is good practice to keep open ports covered. Avoid staring into open ports or aperture 17 Cabling the Fibre Switch Several QLOGIC switches are supported ranging from 8-16 port 4Gbit models to 820 port 8Gbit models. ATTO 16Gbit switch models are also supported. The diagram below shows a standard single-server, dual-zone (0-7; 8-15) configuration, with two channels from the server fibre channel card connecting to the first (0) and last (15) switch ports. The clients should be balanced across the remainder of the ports. The lights above the switch ports show activity and link, regardless of the connection speed (4Gbit or 8Gbit). Activity Link Server Ch.1 Server Ch.2 Single Server with dual connection (switch must be zoned) In a multi-server workgroup, there will be additional ports dedicated to server connectivity. A configuration sheet that ships with each switch from Facilis Technology describes the recommended zoning in detail. Ethernet Cabling There are two methods of connecting the TerraBlock Server to an Ethernet switch via 1Gbit Ethernet diagrammed below. Alternatively, you can install a 10Gbit Ethernet card to connect either directly to a client with the model card or to connect to the Ethernet switch with the 10Gbit uplink option (servers shipped after 8/1/2010). 1Gbit Clients 18 1Gbit Clients Cabling the Ethernet Switch There are multiple switch options that are supported for the Facilis Shared File System (SFS) over Ethernet configurations (Facilis Shared File system is required for all Ethernet connections). In addition to 1Gbit connectivity, some switch models support connecting via the 10Gbit uplink option (10Gbit/1Gbit), all 10Gbit Optical, and all 10Gbit RJ45 (copper). There are no specific cabling locations for the switch itself. The Facilis Shared File System cabling will consist of either one or four cables (teaming option) from the TerraBlock Server to the switch. Cabling may be connected to any port on the Ethernet switch. For the 10Gbit option Facilis supports the optical (LC) version of the 10Gbit Ethernet card as well as a copper (Cat 5E, 6, 7) RJ45 version. Cabling will vary based on which model TerraBlock Server is used and/or the purchased Shared File System Ethernet Option. The 10Gbit optical uplink connection in the rear of the switch requires an SFP+ module. For troubleshooting purposes, cabling should be done in an organized fashion so cables can be easily identified. Not shown here: Established link LED’s When a link has been established with the TerraBlock Server or a client system, an LED light will illuminate on the switch where the port number is listed. Additional configuration on the TerraBlock Server and clients will be required (see Ethernet Shared File System Setup for more information). 19 Turning on the TerraBlock Server Before turning on the TerraBlock Server, make sure that you have all the drive carriers installed in the server enclosure per the diagram(s) above. Once all of the drive carriers are properly installed in the TerraBlock Server enclosure, you can then turn on the TerraBlock. The Power button is on the front indicator panel. Press it once. After a delay of 3-4 seconds, the system will power on. The system has been configured from the factory to login to the operating system automatically with user account “Facilis” and no password. It is the responsibility of the site administrator to maintain any desired software security options, including passwords, for the TerraBlock Server. Upon reaching the Windows Explorer (desktop), launch the SMDriveMonitor tool shortcut (yellow Facilis icon) on the desktop. The text on screen should state that the Facilis storage service has started, list the version of the service, and display the date and time. If your TerraBlock Server was ordered with 16Gbit Fibre Channel hardware, a password “facilis” (without quotes) will be set to log into the operating system. REFER TO THE TERRABLOCK RELEASE NOTES FOR CLIENT SOFTWARE INSTALLATION INSTRUCTIONS. 20 Chapter 3 – Setup and Administration The TerraBlock system has software management tools pre-installed on the server. The following covers these tools that are installed prior to shipping. The most important and most commonly used is the TerraBlock Manager. It allows for user and volume management. The default user that launches the TerraBlock Manager on the server will have the ability to add, change and remove volumes; add, change and remove users and assign permissions to users. A TerraBlock user given Admin permissions can also perform these functions from any client workstation. With the TerraBlock Manager you can be quickly off and running with your Server. System Setup After the server is installed and powered on, no additional configuration is required. The disk set was created prior to shipping and is presented to the TerraBlock Manager application. You can begin allocating the storage into virtual volumes. When the TerraBlock is shipped from the factory, there are no volumes and no users; these will need to be created. Administrator access is given when the TerraBlock Manager is launched on the TerraBlock Server itself, and volume/user creation can occur here. Alternately, the first user to launch the TerraBlock Manager from a client connected to a new TerraBlock Server is given Administrative access, and all administrative functions can be accessed from that client. There are several applications that can be launched on the TerraBlock Server itself: Management: Facilis TerraBlock Manager SMDriveMonitor SMManager Web-based Switch Management Facilis TerraBlock Manager Looking at the TerraBlock Server’s desktop, you’ll find the main tool for both client and administrator control of the system. The TerraBlock Manager will display different information and functionality, depending on the access setting of the TerraBlock client (Admin or Normal user permission). This is the tool that the administrator will use to create volumes, users, and assign access and permissions. Troubleshooting/Servicing: Drive Checker Data Verifier ATTO Configuration Tool The Facilis TerraBlock Manager is launched from “Program Files\Facilis \TerraBlock\Manager\Windows Manager” or the blue desktop shortcut. The program name is TerraBlockManager.exe. SMDriveMonitor This tool is used to monitor the output of the service during operation. The SMDriveMonitor will display the version, and time/date of the service startup, any special features licensed on the system, as well as the drives found in the disk set. The SMDriveMonitor also displays any drive errors and any recovery or DynaRAID protection activity, including the percentage of recovery while in progress. The SMDriveMonitor is launched from “Program Files\Facilis \TerraBlock” or the yellow desktop shortcut. The program name is SMDriveMonitor.exe 21 SMManager The SMManager tool is a command-line interface for the administration and management of TerraBlock volumes and users. It is suggested that SMManager only be used at the recommendation of, and with assistance from, Facilis Technical Support. The SMManager is launched from “Program Files\Facilis\TerraBlock\Utilities” or the red desktop shortcut. The name of the program is SMManager.exe QLOGIC Switch Management When a Fibre Channel switch is included with a TerraBlock order, managing the QLOGIC switch may be necessary. This can be performed from the TerraBlock Server. One of the Server’s Ethernet ports can be configured to connect to the switch. The QLOGIC switch management software allows the administrator to zone and monitor the performance of the switch. Web-based Switch Manager software using a default browser is used to establish connection to the Switch. The IP address of the Server’s network interface card (NIC) should be verified and may need to be changed to connect. The NIC of the server should be set to a subnet matching the Switch (10.0.0.x). The Switch has a default IP address of 10.0.0.1. After connecting using the web based Switch manager, you may need to ‘Add Fabric’ and type the IP address (default is 10.0.0.1), user name and password (default is “admin”/”password”). Facilis DriveChecker DriveChecker is a performance diagnostic tool for SATA and SAS based chassis’ to exercise drives in the server. When a certain drive or controller is suspected to be underperforming, this utility can determine if the drive is in need of replacement. See “Appendix A: Additional Setup Tools” for more information. A resulting log file will be generated by DriveChecker in the same directory where the utility is run. The log file should be sent to [email protected] for analysis when requested. ATTO Configuration Tool TerraBlock servers configured with Fibre Channel interface cards to connect to client stations or a Fibre Channel switch will have the ATTO Configuration Tool pre-installed. ATTO Celerity 42XS, 42ES, 82EN or 162E model cards can be viewed and configured using this tool. In some legacy configurations, an ATTO Celerity 22XH may be used. The ATTO Configuration Tool will allow a system administrator to set the Connection Mode, update firmware, and check ATTO driver versions. See the Facilis TerraBlock 6.5 Release Notes for more information. This tool should be installed on all client stations with fibre channel hardware. 22 NOTE: Version 3.38 (or higher) of the ATTO Configuration Tool is required in order to configure an ATTO 8Gbit Fibre Channel interface card. Config Tool version 4.08 (or higher) is required for 16Gbit cards. Both are provided with this release. Tools Volume The Tools volume allows communication between the TerraBlock Server and the TerraBlock Manager software on the clients. The Tools volume is a 1GB default Read Only volume in each TerraBlock system and cannot be removed or deleted. It is mounted by default on every fibre connected client workstation. The Tools volume will contain a single file called “Control” as part of the factory preconfiguration. This file must reside on the Tools volume for proper communication with the server by Mac Fibre Channel clients and all Ethernet clients (Mac, Windows and Linux). If there is more than one server being installed into the same facility, there should be a separately named Tools volume for each server. The name of each Tools volume must be different, and follow the convention: Tools; Tools1; Tools2; Tools3; etc. The Tools volume may require renaming for a multiple server environment due to an incremental storage upgrade or if an additional server is added. The Site Administrator must configure or verify all Tools volumes have unique names within the TerraBlock Manager for certain features to work properly. Renaming a Tools volume with all caps (TOOLS) within the TerraBlock Manager is not supported. Only a numerical value can be added (1-8). Mac OS 10.10 or higher requires that the Tools drive be excluded from Spotlight indexing in order for proper functionality. See Tech note TN049 for more details. The Tools volume name may be changed within the TerraBlock Manager through the Change Volume dialog. The Tools volume label in the OS as well as the contents of the Tools volume and/or its filesystem may be changed by obtaining Write access to the Tools volume. See Appendix A: Additional Setup Tools for more information. 23 TerraBlock Manager The TerraBlock Manager is used to create and change volumes and users, assign volumes to users, mount, un-mount and update volumes. The TerraBlock Manager can be launched from the blue shortcut icon after the server is powered on. These examples show the Mac OSX client TerraBlock Manager. The Windows clients or the Server itself, and Linux versions are identical in look and functionality. Areas of the TerraBlock Manager can be customized to suit each user. Mac TerraBlock Manager Volumes Tab– Administration Mode The columns in the Volumes tab are selectable/de-selectable by right-mouse click on the headings bar. Right clicking will display a list of all columns which are selected by default. When selecting a listed column, it will become “unchecked” removing the column from the Volumes Tab display. For example, a facility with a single server can deselect the server column as the name of the server is not needed. Volume tab column selector The “Autosize All Columns” feature will adjust the column widths to allow for the widest line item in the column. Column positions can also be moved further customizing the Volumes tab. The column position changes are saved on a per client machine basis, not by individual user. 24 TerraBlock Manager User Mode Menus Mount Read Only volumes as local drives (Windows) – When selected, Singleuser Write volumes mounted Read Only will appear as local disks rather than removable disks in Windows Explorer. They may appear writeable to some applications, even though the volume is locked for write access at the TerraBlock Server. This setting should only be used with software applications that will not allow use of removable volumes. Avid DS is an example of software that requires this setting. All other Avid products, as well as most other software applications will not require this, so it is recommended to leave this setting disabled. Auto update Read Only Volumes (Windows and Mac OSX) – When mounting a Single-user Write volume as Read Only, updates will not occur to the volume contents until the ‘Update Read Only’ button is selected in the Manager, or the ‘Auto update Read Only volumes’ option is selected in the User Mode menu. A dialog box will appear after selecting this menu option, and a time should be entered for the update cycle. 30 minutes is the default and recommended interval. After setting the ‘Auto update Read Only volumes’ option, the TerraBlock Manager must remain open in the background in order to update volumes at the given interval. For OSX, this feature supports only HFS+ volumes (Mac OS Extended file system). For Windows, NTFS volumes are supported. File System Emulation Mode (Windows and Mac OSX) – When mounting a Multiuser Write volume, this setting changes the appearance of the volume’s filesystem. Multi-user Write volumes mounted using File System Emulation Mode will appear as ‘avidfs’ in the client OS. If this setting is disabled, the Multi-user Write volume will appear as ‘factbfs’ in the client OS. This setting is enabled by default and should be enabled whenever using Multi-user Write volumes with Avid editorial clients. Un-mount all volumes on exit (Windows, Mac OSX, Linux) – When this setting is enabled, all volumes will be un-mounted upon close of the TerraBlock Manager application. Because of this, it is necessary to have the TerraBlock Manager open in the background while the workstation requires use of the TerraBlock volumes. DAW Mode (Mac OSX) – This setting changes the internal appearance of mounted Single-user Write volumes from Removable to Fixed in the OS. Applications that do not support removable volumes for media locations will require this setting. Examples of these applications are Pro Tools and Adobe CS4. After changing the setting, volumes must be un-mounted and the client should be rebooted before re-mounting volumes. Read Only support for legacy applications (Mac OSX) – This setting changes the appearance of Single-user Write mounted volumes from hardware-locked to software-locked Read Only. Software locked Read-only volumes will use the volume attribute in the “Get Info” window to designate the volumes are Read Only. Some older applications on OSX will not work with hardware-locked Read Only volumes. It is recommended that this setting remain off. 25 Export to .csv Users may export the contents of the TerraBlock Manager’s current window display to a .csv file by using the ‘Export to .CSV’ command under the File Menu rather than the User Mode menu. This .csv file can be then imported into any application that supports comma-separated value files. If the user wishes to view all the members of a multi-server External Tandem volume in the .csv document, they must first expand the External Tandem volume display in the Volumes Tab prior to exporting the .csv file. To expand the display of an External Tandem Volume, double-click the External Tandem Volume name. The arrow icon next to the volume name will turn down and the names of individual tandem pieces that make up the volume will be displayed (~1, ~2, etc.). Volumes Tab The following describes each column listed displayed in the Volumes tab: Name – The name of the volume as given by the administrator at time of creation. If AutoFormat is used, the formatted volume label in the client OS will match the TerraBlock name column. If AutoFormat is not used when creating volumes, the volume must be formatted and labeled manually in the client OS. It is highly recommended to use AutoFormat at all times. For proper identification of volumes and the successful mounting and un-mounting of volumes on client workstations, the formatted disk label name must exactly match the TerraBlock volume name. Again, AutoFormat is highly recommended when creating volumes. Current User (“Editor” above) – This column shows the current mounted state of a volume for the logged in user. W - This indicates the volume in the Name column is mounted on the local workstation with write access. This row will be highlighted GREEN or ORANGE depending on whether the volume is mounted Multi-user Write or Single-user Write. R - This indicates the volume in the Name column is mounted on the local client workstation with Read-Only access. This row will be highlighted BLUE. - (dash) - This indicates the volume in the Name column has not been mounted by the local workstation. This row will not be highlighted. Sys (System) – The current mounted state of a volume across the entire network. W - This indicates the volume in the Name column is mounted on another client workstation or the TerraBlock Server with write access. 26 R - This indicates the volume in the Name column is mounted on another client workstation with Read-Only access. - (dash) - This indicates the volume in the Name column has not been mounted by any workstation or the TerraBlock Server on the network. State – The state of a volume is related to the physical drives that comprise the volume. The possible states are “OK”; “DEGRADED”; “DAMAGED”; “RECOVERING”. OK - The physical drives installed in the TerraBlock Server that comprise the volume are all present and working. This state will exist under normal operation, or after a drive recovery is complete. DEGRADED - A physical drive in the group that comprises the volume has failed or incurred an error, and data has been written to the volume since the drive failure occurred. If the volume is protected, the state will return to ‘OK’ once the volume recovery is complete. DAMAGED – Multiple physical drive failures have occurred affecting individual volumes (this will occur on a volume by volume basis). This state can also occur if a volume is using the DynaRAID setting ‘Unprotected’ (no raid) and an individual physical drive is replaced. This condition is very rare, and drives may be re-activated and data salvaged, only in cases where a drive replacement has not occurred. Contact Facilis Customer Support if a volume shows ‘Damaged.’ RECOVERING - A physical drive in the group had failed and was reactivated or replaced. A protected volume will show ‘Recovering’ while the recovery process is active and the drive set is being repaired. Use the SMDriveMonitor application (yellow icon), located on the TerraBlock Server, for real-time updates on the recovery process. Size – The size of the volume given at the time of creation by the administrator. When using Auto-format, the volume size will match the partition size in the client OS. If formatting volumes manually, the volume must be formatted the same size set in the TerraBlock Manager, and not partitioned into smaller sections at the client station. The size of a volume can be increased after creation. Group – The group column is related to the group of physical drives used to create the volume on the server. The graphic below lists some common drive group number examples: 1 (group 1 only) 2 (group 2 only) 1,2 (group 1 and 2 (tandem)) The numbers apply to either each group of 12 drives in a 24D unit (24 drives total), or one group of 12 drives in a 24EX (12 drives total) or 8 drives on the 8XS (8 drives total). 27 Facilis TX16 EXPANSION CHASSIS – After connecting and adding a Facilis TX16 Expansion Chassis to the TerraBlock Server, you will see additional groups (3, 4, etc), depending on the number of TX16 Expansion Chassis you have added. Refer to the Facilis TX16 Expansion Chassis Setup Guide for more information on the Facilis TX16 Expansion Chassis DynaRAID – The designations of “Mirror”, “RAID5”, “RAID50”, “RAID51”, or “----“ (unprotected) are listed for each volume, according to the state of protection on the specific volume. This represents the current state of protection selected when first creating the volume. Mirrored, RAID5 and unprotected volume protection can be changed at any time without losing data. RAID50 and RAID51 cannot be changed. In the case of an individual physical drive failure, RAID5, RAID50, RAID51 and Mirrored DynaRAID settings will maintain the data integrity of virtual volumes. Mirror indicates that the data on the volume is being mirrored. Every file written to a disk drive is written again to another drive and in the case of an individual physical drive failure the necessary mirror data takes over. A volume may be mirrored when created, and the protection removed or changed to RAID5 at any time. RAID5 indicates that the volume is being protected by RAID5 parity data. Information about the primary data stored on the virtual volume is calculated, compressed and saved back onto the physical drive set. If an individual physical drive failure occurs, the necessary RAID5 data is decompressed and used in place of the missing primary data. A volume may be protected with RAID5 when created, and have the protection removed or changed to Mirrored at any time. ---- indicates that the volume is not protected. A volume may be unprotected when created utilizing a Single group of drives (Group 1). RAID5 or Mirror protection can be added at any time. If an individual physical drive failure occurs, all data on an unprotected virtual volume will be lost. RAID50 indicates that the virtual volume spans multiple Facilis devices and is being protected with RAID50 parity. The data and DynaRAID RAID5 parity data is striped across multiple Facilis devices. The Facilis device can be an additional TerraBlock Server or a Facilis TX16 Expansion Chassis. If an individual physical drive failure occurs, the necessary RAID5 data is decompressed and used in place of the missing primary data. If one of the individual Facilis devices (TerraBlock Server or TX16 Expansion Chassis) containing the RAID50 data becomes unavailable, the RAID50 volume will also become unavailable for use on all clients. RAID50 volumes require a Windows 7 TerraBlock Server and must be created on the TerraBlock Server itself. RAID50 DynaRAID protection is set at volume creation time and cannot be changed. 28 RAID51 indicates that the virtual volume resides on a primary server and the volume is mirrored to another Facilis device (TerraBlock Server or TX16 Expansion Chassis). The primary server is the TerraBlock Server where the RAID51 volume was created, formatted and is mounted. For RAID51 volumes, the RAID5 parity data is independent on each on each Facilis device. Because the RAID5 data is independent on each Facilis device, an individual physical drive failure on one device will not affect any additional devices. In other words, you can have an individual failed drive on server A and it will not affect server B. If an individual physical drive failure occurs on one of the Facilis devices, the necessary RAID5 data is decompressed and used in place of the missing primary data. If the individual Facilis device (TerraBlock Server or TX16 Expansion Chassis) containing the RAID51 mirrored data becomes unavailable, the RAID51 volume will still be accessible by the primary TerraBlock Server; however, the volume will only be available as Read-only. RAID51 volumes require a Windows 7 TerraBlock Server and must be created on the TerraBlock Server itself. RAID51 DynaRAID protection is set at volume creation time and cannot be changed. If working with a RAID51 volume and one of the individual Facilis devices where the RAID51 volume was created becomes unavailable, do not attempt to write additional data to the RAID51 volume. Any data written to a RAID51 volume while an individual Facilis device (TerraBlock Server or TX16 Expansion Chassis) is unavailable is written to disk cache only. Data may appear to write successfully to the volume, but it is not saved to disk and this data WILL NOT be accessible when the individual Facilis device becomes available again. Server – Multiple servers can be employed to increase capacity and bandwidth in a Facilis network. The names of the servers will be displayed in this column for ease of volume location. If a volume is spanned across multiple Facilis devices, (RAID50, RAID51, ATTO Power Center) “Tandem” will be displayed. Creation Date – This column reports the date and time of volume creation. If updating from a TerraBlock version prior to version 3.0, the creation date will be the date of upgrade. Mount Type – This column displays the volume sharing attribute. Volumes may be created as either Single-user Write or Multi-user Write. Note: Multi-user Write volumes require a Shared File System license. Persistent Mount – This column displays the setting as chosen in the Mount properties under “Use Persistent Mount”. The choices are ‘R’ and ‘W’. If the column is empty, the user will be asked to specify how the volume will be mounted at the time of volume mount. Otherwise it will mount without prompt based on the setting. 29 Mount Point (Windows Only) – This column displays the setting as chosen in the Mount properties under “Use Drive Letter”. There are three possible displays: C:/Volumes – If no mount point is chosen, the volume will only appear in a directory on the C: drive (usually the system drive) called “Volumes”. <drive letter> - If a specific drive letter (such as H:) is chosen, that drive letter is displayed. The mounted volume will then have this letter in Windows Explorer. Z to A – If “Highest Available Letter” is chosen, the display will show that the volume will be mounted with a letter starting at Z and descending until an available letter is found. Volumes Tab - Button Functions Mount When the Mount button is clicked, the TerraBlock Manager will attempt to mount any volume highlighted according to that volume’s settings in the Mount Properties and according to the Mount Type; Multi-user or Single-user Write (see Change Volume for more information on changing Mount Type). If mounting a Single-user Write volume, TerraBlock Manager will initiate a rescan cycle that may last for up to 40 seconds. A progress dialog will appear while the rescan is occurring. Please allow extra time for volumes to appear if performing multiple operations during the same rescan cycle. The mount process for Multi-user Write volumes should only take a few seconds. Mount Dialog Mac, Windows and Linux clients – After selecting the mount button for a volume with Write Access permissions, a Mount Dialog box will appear. This will give the user the option to mount the volume with Write or Read Only Access. Volumes with Read Only permissions will not present a dialog. Volumes with the Persistent Mount setting enable also will not present a dialog to the user. The volume will mount based on the setting previously specified. Windows clients only – After selecting the mount button for a volume with Write Access permissions, an expanded dialog may appear. This will appear if “Use Drive Letter” has been deselected under “Mount Properties” (for additional details, see Mount Properties later is this guide). A Drive letter can be chosen for a specific volume at this time. Un-mount The Un-mount button will remove the volume selected in the Manager from the user’s client workstation. 30 Mac OS X: The formatted volume label in the client OS must be exactly the same as the volume name in TerraBlock Manager. Client machines may mount up to 30 volumes per Terrablock server. Update Read-Only This button is used to refresh the data or contents for workstations that have a Single-user Write volume mounted with Read Only Access. This action will refresh the files and directories on the Read-Only volumes, and present the latest version of the data. Mac OS 10.6.8 through 10.10.x: The Update Read Only function will update HFS+ (Mac OS Extended) volumes without ejecting from the Mac desktop. Applications do not need to be closed to update HFS+ volumes. Other file systems, such as NTFS will be ejected from the desktop when Update Read-Only is selected. The user mode menu item “Auto update Read Only Volumes” is an automated and timed instance of the Update Read-Only button function, but only updates HFS+ volumes. NTFS volumes must be updated manually. Add Users This button allows an administrator to add users to a volume. Once a user has been added to a volume, the user will then be able to mount and work with that volume. Users are added with Read-Only permissions by default. Write permission can be selected at the bottom the of the Add Users dialog box. A User’s permission can be changed at anytime afterwards. Multiple users can be selected and added to a volume at the same time. This action may take longer to process if adding a high number of users. When using Single-user Write volumes, multiple users may be given write permission to a volume, but only one user can mount the volume with write access at a time. Mount Properties This button will allow a user to adjust the mount settings or properties for a specific volume. The “Persistent Mount” settings will be set within. For Windows clients, “Use Drive Letter” settings will be set. Double click the volume in the volumes list will also produce this dialog box. Show & Hide Permissions A new feature in version 6.0 is the Show/Hide Permissions button. By default the User Permissions area on the right is hidden. Selecting the button with expand this area. The User Permissions area is only viewable by a user with Admin access. User with Normal access will no longer see this area displayed. See “User Access Permissions” later is this section for additional information for this area. 31 Create Volume This button is used to create new virtual volumes. The creation of new virtual volumes does not affect volumes or clients already active on the system. The size of a volume can range from 1GB to 8TB. It is not recommended to exceed 8TB for a single volume. On the TerraBlock 24D Server (24 drives), the volumes can be created on either of the 2 drive groups (the emptiest is chosen by default), or both groups if choosing ‘Tandem’. The ‘Tandem’ setting is recommended for the best possible performance. See “Group” above in TerraBlock Manager Columns – Volume Tab. Create Volume Window Volume Name – Any name can be given when creating the volume, up to 16 characters. Some characters cannot be used when naming, the user will be notified if the character is illegal. Size (GB) – The size of the volume. Auto Formatted volume sizes can range from 1GB to 8TB. A default size of 2 TB is set for new volumes, this can be changed to the desired size. Create Volume Dialog Volumes over 8TB in size are supported but not recommended. If volumes will be designated as Multi-user Write on a 64bit Windows 7 TerraBlock, there is no hard limitation on volume size, however Facilis recommends against creating extremely large volumes as it may impact the volume recovery time. Multi-User Write Volumes over 8TB should be performance tested on the server before use. This can be done using AJA system test or Atto Disk Benchmark. MUW Volumes that are created over 8TB in size must be created from the server. See page 81 – Creating Volumes: Creating Volumes larger than 8TB. If working with 32Bit Windows clients, in order to maintain compatibility with 32Bit Windows, only create volumes up to 8TB (8000GB) in size. Volumes over 2TB (2000GB) in size HFS+ volumes up to 8TB (8000GB) in size are compatible with Windows 7 based TerraBlock servers or clients with MediaFour MacDrive 8 (or higher) installed. 32 NTFS volumes up to 8TB in size are compatible with Windows 32 bit and 64 bit platforms. HFS+ volumes over 2TB in size and created on a Mac OSX client are NOT compatible with Windows 32 bit (XP) platforms. Any volume over 2TB in size created using Mac OSX TerraBlock Manager and formatted as HFS+ will not be compatible with Windows 32bit operating systems. For full compatibility when working with HFS+ volumes and Windows 32bit operating systems, create an unformatted volume over 2TB (up to 8TB) on a Windows 32bit workstation (or server) and then format the volume using a Mac OSX client. Remember when specifying a size for a DynaRAID protected volume on a TerraBlock 24D Server, Mirroring requires 100% of the primary space be available on the alternate group, while RAID5 requires 9% be available on the group where the volume is being created. Tandem – This selection allows the administrator to specify multiple drive groups during the creation of a volume to work together. The resulting volume may require additional software to be used when creating ATTO Power Center External Tandem volumes in a multi-server workgroup. This will apply with a fully populated 24D or an attached TX16 expansion chassis. For additional information on the Tandem feature see Appendix B: Working with External Tandem Volumes. Facilis recommends creating Tandem volumes for TerraBlock 24D systems. This will ensure the server operates with optimal performance. Tandem is optional for multi-server configurations. DynaRAID – This section allows the administrator to choose a protection level for the virtual volume: Mirror, RAID5, RAID50, RAID51 or Unprotected. When selecting a Single drive group or utilizing the Tandem feature, different raid options are available. The Mirror option is for use creating Single group volumes with single server configurations or for multi-server External Tandem volumes that will be formatted using ATTO Power Center. The RAID5 option is for use with single server configurations or for multiserver External Tandem volumes that will be formatted using ATTO Power Center. The Unprotected option is intended for use on a single server creating single group volumes, or for multi-server External Tandem volumes that will be formatted using ATTO Power Center. The RAID50 and RAID51 options are intended for use with External Tandem volumes in a multi-server environment or with Facilis TX16 Expansion Chassis. See TerraBlock Manager Columns – DynaRAID for more information. 33 Add All Users with write access - This option automatically adds all known users to the volume with write permissions. Mount Type - This option allows the user to create either a Single-user or Multi-user Write Volume. When selecting Single-user Write on Windows and Macintosh clients, the Auto Format option is available (see Auto Format Volume, below). Auto Format for Single-user Write volumes is not available on Linux clients. When selecting Multi-user Write, the Auto Format option is not available. Multi-user Write volumes are created and automatically formatted as NTFS on the TerraBlock Server. They are then automatically set to Multi-user volumes after the server format is complete. Multi-user Write volumes are formatted as NTFS when created. If these volumes are switched to Single-user write, they will be mountable only as Read-only volumes on Mac clients. If your workflow requires mounting Single-user Writable volumes on a Mac client, create the volume as Single-user Write and choose Auto Format from a Mac client in order to create the drives with HFS+ formatting. In order to mount Multi-user Write volumes that are formatted as HFS+, additional 3rd party software, MacDrive 8 (or higher), must be installed on the TerraBlock Server (see Change Volume, below). Auto Format Volume NTFS (Windows) or HFS+ (Mac OSX) – When creating Single-user Write volumes on Mac or Windows, the client requires a fibre channel connection. When ‘Auto Format’ is chosen, the volume will be created and mounted with Single-user Write access. After a drive rescan the TerraBlock Manager will initiate formatting the volume as NTFS or HFS+ using the same name given in the TerraBlock Manager ‘Create Volume’ dialog. See “Create Volume” (above) for more information. Note: When creating Single-user Write volumes on Linux clients, Auto Format is not an available option in the TerraBlock Manager ‘Create Volume’ dialog. Single-user Write volumes created on Linux clients must be manually partitioned and formatted using Linux disk management tools. Add Cascade Volume. . . This button allows you to expand the selected volume by appending another volume. The original volume can be single group or internal Tandem, and the cascade volume can be added on the same group(s), separate group(s) or separate server. In order to cascade across two or more servers, the servers must be linked through fibre channel via switch zoning or direct connection (direct connection recommended). A volume must be formatted NTFS in order to cascade. 34 Delete Volumes This button will delete a selected volume(s). The contents or data is permanently deleted as well. The size of the volume is then reallocated to the server and available for use to create new volumes immediately. Only Administrative users can delete volumes and the user will be issued a warning before the delete is executed. Change Volume After the virtual volume is created, protected and formatted, there is the option to change the Name, Size (GB), DynaRAID (non-Tandem), and Mount Type of the volume. Selecting this button will give the user access to make changes. Change Volume Window Volume Name – An existing volume name can be highlighted and changed in the same fashion as when it was created. After changing the name of a Single-user Write (SUW) volume, the TerraBlock Manager name will no longer match the formatted volume label or name in the OS. Because of this, it is necessary to change the volume label or name at the OS level to match the name given in TerraBlock Manager “Volume name”. The volume must be mounted with Write Access in order to change it. The TerraBlock volume name and OS label must be exactly the same in order to prevent issues with mounting and unmounting the volume. Multi-user Write (MUW) volumes will reflect the change after un-mounting and remounting the volume on the clients. The OS label change will need to be done on the TerraBlock server. Change Size (SUW) – When changing the size of a volume, the volume must be mounted with Write Access on the client where the change is applied. After changing the volume size in the TerraBlock Manager ‘Change Volume’ window select the OK button to submit changes. Depending on the OS, different rules will be applicable. See below for specific resize behavior on each operating system. Windows Change Volume Size – Single-user Write volumes on Windows (Windows 7 64bit) can be increased or decreased (size reduction of volumes is supported in version 6.0 and above). The resizing of a volume will be completed automatically. It is not necessary to un-mount the volume, it should remain mounted. After the changes have been submitted, check “My Computer” to see the new volume size. This action may take up to one minute. The resize option is only available with NTFS formatted volumes. 35 Note: When you increase the size of an NTFS volume it can take up to 1 minute after you have changed the capacity to appear in My Computer. If you have waited more than that amount of time and the size still has not increased, un-mount and re-mount the volume. If the un-mount/remount process does not result in the size increasing see Tech Note TN-032 Decreasing the size of a NTFS volume may take a long period of time if contents or data must me moved and reallocated on the virtual volume. Facilis recommends performing this action when the server is not under heavy use, possibly end of day. The progress can be monitored via Windows Disk Defragmenter. Mac OSX Change Volume Size – Single-user Write volumes can only be increased on Mac OSX. In order to increase the volume size on a Mac, a 3rd party utility from Coriolis Systems Inc. called iPartition is required (http://www.coriolis-systems.com). Prior to making the change to the SUW volume, the volume must be un-mounted. After the change is applied, remount the volume in order for the Mac OS and iPartition to acknowledge the additional space. The resize option is only available with Mac OS Extended (HFS+) volumes. See the TerraBlock Manager Release Notes for the latest supported iPartition version. To complete the volume resize, do the following: 1. 2. 3. 4. 5. 6. 7. Mount a SUW volume with write access Enter iPartition and select the volume on the left hand side list of drives. Enter the “Partitions” tab bellow. Select the volume, right click on it and select the “Expand Partition Map” Select “Show Pending Operations” from the “View” menu Click on the current partition size to enable the resize handle Move the resize handle to adjust the Volume into the new additional space. Notice there may be some space left over, this is normal. 8. Check the “Show Pending Operations” box to be sure “Move” is not an operation that needs to be performed. If Move is listed, reduce the resize handle slightly until Move is not listed. 9. Select the “Commit” (or “Go”) button at the top of the window, then OK. Linux Change Volume Size – Consult the documentation for your specific Linux Distribution. Change Size (MUW) – To change the size of a Multi-user Write volume, open the TerraBlock Manager on a client system or the TerraBlock Server itself. From the Change Volume window enter a new size for the Multi-user Write volume and click OK. The size change can be increased or decreased (size reduction of volumes is supported in version 6.x and above). The MUW volume size will change without unmounting at the server or clients. It is not necessary to assign a drive letter to the MUW volume to resize. When resizing a Multi-user Write volume, the volume must be formatted NTFS. HFS+ formatted volumes must be resized on a Mac client with iPartion while mounted Single-user Write. Decreasing the size of Mac HFS+ volumes is not supported. 36 Decreasing the size of a Multi-user Write Volume must be performed at the TerraBlock server. There are limitations increasing the size of NTFS volumes. o A volume created 8000GB or less can only be expanded up to 8000GB. o A volume created 16000GB or less can only be expanded up to 16000GB. o These limitations can be bypassed by using Cascade Volume. Decreasing the size of a Multi-user Write volume may take a long period of time if contents or data must me moved and reallocated on the virtual volume. Facilis recommends performing this action when the server is not under heavy use, possibly end of day. Progress can be monitored via Windows Disk Defragmenter. An NTFS volume may not be decreased below half of the original volume size. This is because of the location of the volumes bitmap. Change DynaRAID - When changing DynaRAID protection level, the volume must be un-mounted from all client workstations. Depending on the type of change, the volume may only be available for Read-Only use for the duration of the action. The DynaRAID protection process could take several hours for very large volumes. Internal Tandem volumes (utilizing groups 1&2 on the same 24D server) must remain RAID5 protected. Change Mount Type – This selection determines whether a volume will be designated as a Single-user Write (exclusive write access) or Multi-user Write (full read/write access by all users). In order to use the Multi-user Write feature for a volume, the following must be configured properly: 1. The server must be licensed for Facilis Shared File System (SFS). To determine if your system is licensed for Shared FS, look at the SMDriveMonitor output (see System Setup – SMDriveMonitor). If the SMDriveMonitor displays “Shared File System support enabled”, you have the proper license for Shared FS. 2. A volume must be formatted using either NTFS or HFS+ in order to be used as a Multi-user Write volume. NTFS is supported natively on the TerraBlock Shared File System (SFS) without any additional software required. For HFS+ Multi-user Write support, MacDrive 8 (or higher) must be installed on the TerraBlock Server. While HFS+ is supported for Multi-user Write volumes, it is preferred to have Multi-User Write volumes formatted as NTFS in all environments, Mac, Linux or Windows, for optimal performance. 3. Changing an NTFS or HFS+ formatted Single-User Write volume to a Multi-user Write volume is supported on Windows, Mac or Linux Fibre Channel and Ethernet clients. Volumes formatted as XFS, UFS, Fat32, etc. are not supported for use as Multi-user Write Volumes. TerraBlock Volumes must be formatted as either NTFS or HFS+ for use as Multi-user Write Volumes. 37 To change an HFS+ volume to Multi-user Write, it is required to have MacDrive 8 or higher from MediaFour (third party utility, purchased separately) installed on the TerraBlock Server. Installation of this software is not required on TerraBlock clients. When changing a volume from Single-user Write to Multi-user Write, the volume is mounted on the TerraBlock Server itself. The TerraBlock Server then becomes the “Single-user Write” owner of the volume. Every volume designated as Multi-user Write will have a “W” in the TerraBlock Manager Sys (System) column, and “Multiuser Write” in the Mount Type column. When working with Multi-user Write volumes, the recommended volume creation method is to create the volume as a Multi-user Write volume from fibre or Ethernet clients. Volumes created as Multi-User Write are automatically formatted as NTFS on the TerraBlock Server and automatically set as Multi-User Write. In an all Ethernet environment, volumes can be only created as Multi-user Write. Mount Type can only be changed after the volume is un-mounted from all client workstations; the volume may remain mounted on the server prior to changing. User Access Permissions Within the Volumes Tab, the User Access Permissions pane is hidden by default for Administrative Users. Selecting “Show Permissions” will expand the display. TerraBlock Users with Normal access will not see this area displayed. This lists users and their permissions. It allows an Admin to change user access permissions for the selected volume(s). Change Permission – This feature allows an Administrator to change a selected volume’s read/write permissions for one or multiple users. Remove From Volume – User permissions can be removed from a Volume. Once permissions have been removed, the user(s) will no longer have the ability to mount the selected volume. A user that has Normal access with no longer see this volume displayed in the Volumes Tab when logged in. If a volume is mounted with write access in the Sys (System) column of the Volumes Tab, there should be a corresponding entry of a user displaying write access in the User Access Permissions pane (see example user ‘Editor’ in the image above). If The Sys displays a selected volume mounted read or write but the is no user displayed in User Access Permissions as having this volume mounted, the user may have been removed from the volume while that user had the volume mounted (with read or write access). 38 Refresh The Refresh button is used to manually update the display of the TerraBlock Manager. If the user interface (UI) does not update automatically the information displayed in the TerraBlock Manager may become outdated. Use the Refresh button to force a TerraBlock Manager UI update. Using the Refresh button at regular intervals will ensure that accurate data is displayed. If for some reason, the information displayed in the TerraBlock Manager is inaccurate after manually refreshing the UI, close and re-launch the TerraBlock Manager. Users Tab On TerraBlock client systems, the ‘Users’ tab on the TerraBlock Manager will only be visible if the TerraBlock User has “Admin” access. These are the columns in the TerraBlock Manager Users Tab: Name – This is the name of the user as given by the administrator at the time of creation. The name here matches the exact user name as reported by the operating system on the client station. Hostname – The name given to the computer on which the user is logged in. Hostnames must be unique to avoid incorrect information being viewed on the TerraBlock Manager Volume tab. WWN – The World-Wide-Name is one of the ways Facilis protects the users from mounting the same volumes with Write access in several places. Every Fibre Channel card has a unique WWN. The WWN Index is also used to mount volumes remotely from the TerraBlock Server version of TerraBlock Manager. Port – The Port designation specifies the location of the system on the rear of the TerraBlock Server. If using a switch, several users may share the same port. Access – User access is determined by the administrator, and will have 2 states: Admin – A user may be granted Administrator access to create and remove volumes, and create and remove users. Only an Admin will see the User tab in the TerraBlock Manager. An admin will see all volumes, but will not automatically have permissions to mount all volumes. Normal – A new user is defaulted to Normal. A Normal user will see only the volumes to which they were given read or write permissions, and will have the option to mount, un-mount, or Update Read-Only. User Tab - Button Functions Create User - This function is used to create a user account for a TerraBlock client. The window appears as seen here: User Name – The OS login name of the TerraBlock client. This must be exactly the same as the user “long” name. This only applies if the User and Password feature is disabled on the TerraBlock Server. See “User and Password” feature later in this guide. 39 Admin – The Administrator check box allows any user to be given the right to see a display of every volume, create and remove volumes and users as well as add and remove permissions to those volumes. It is not recommended that large numbers of users have Administrator access level. To quickly add the correct user name of a client system without using the “Create User” button and dialog, simply launch the TerraBlock Manager on the client. If communication is successful, the user will be automatically created based on the name of the OS local user account. See “User and Password” feature later in this guide for additional user login information. Delete Users – Users can be removed from the system by highlighting the user and selecting the Delete Users button. All volumes should be un-mounted from all workstations under that user account prior to deleting. It is not necessary to delete users to gain permissions to a volume, change access of a volume, or delete a volume. Change Access Users can be assigned Admin or Normal access after being created. It is recommended to have as few Admin accounts as possible to avoid unauthorized volume creation, change and deletion. After a user is created, an Administrator can change the access level of that user at any time. Copy User Copy User will duplicate the volumes and permissions of the user highlighted in the User pane, and will prompt for a new user name. If the name given already exists, the existing user account will be appended with the new permissions. Regardless of the original user’s privileges (Admin or Normal), copied users are given “Normal” access. Add Volumes Volumes can be added to users, just as users can be added to volumes in the Volumes Tab. The window appears as seen here: When a volume is added, the selected user will have either Read-Only (Default) or Write permissions to the volume (if the Write Permission box is checked). Several volumes can be added simultaneously, but they will all be given the same permissions. Volume Access permissions can be changed after volumes are added by using the “Change Permission…” button under the Volume Access Permissions pane in the User tab. 40 Refresh The Refresh button is used to update the display of the TerraBlock Manager. Upon completing a task in the User Tab, if the display does not refresh automatically, click the Refresh button. If the TerraBlock Manager display still had not updated, quit and re-launch the TerraBlock Manager. Volume Access Permissions The Volume Access Permissions pane in the Users Tab allows an Administrator to remove volumes from users and change users’ permissions to volumes. When a user is selected, the following information appears: Name – Volumes with permissions for the selected user. Status – The current volume mount status for the selected user. Permission – Write ‘W’ or Read Only ‘R’ permissions for the selected volume. Change Permission – Change a user’s read/write permissions for the selected volume(s). Remove from User – After removal, the selected user will no longer have the ability to mount the selected volume(s). If the user is set to “Normal”, the volume will not be displayed in the Volumes Tab. System Tab These are the columns displayed in the System tab: Unit# – This lists the drive label number given when the TerraBlock drive set was created. The number should correspond to the position of the physical drive in the server if the physical drives were installed correctly. The drive Unit number will increment after a drive replacement has completed (replaced drive will list as 25). Status – The Status column will list the current state of the physical drives. The status will list as GOOD under normal operation. Status will changed to FAILED if a physical drive has failed, RECOVERING if a failed drive has been replace and recovery is in progress, and REPLACED once the recovery has completed. 41 Model – This lists the model of the physical drives in the TerraBlock Server. Serial# – This lists the serial number of the physical drives in the TerraBlock Server. This can be useful to verify the correct drive is being replaced during a drive replacement. Size – This lists the size of the physical drives in the TerraBlock Server. Errors – In the case where a drive encounters and error, it will change in this column. SATA# – This column corresponds to the internal SAS or SATA cards within the TerraBlock server. There are three cards; each controlling eight drives in a TerraBlock 24D chassis. Port – This lists the connection of the physical drive to the SAS or SATA card (the numbers in this column may not list in order i.e. 1,2,3). Server – This column will list the name of the TerraBlock server. Normally the server name is the model, but this can be changed if desired. Select Properties in My Computer and changing the Computer Name. 42 TerraBlock Manager on the Server Additional Function Buttons When launching the TerraBlock Manager on the TerraBlock Server itself, there are several additional features that the Server administrator may use. These additional features are available only when running TerraBlock Manager from the Server and will not appear on a TerraBlock client, regardless of the user’s permissions. Volumes Tab Mount and Un-mount by Index In the example above, the Volumes tab shows the features of Mount and Un-mount by Index. Select a volume to enable these buttons. The Server Administrator has the ability to remove Volumes from client workstations (indexes) that may be currently shut down, or have been removed from the TerraBlock workgroup 43 without un-mounting their volumes. The Server Administrator may also mount Single-user Write volumes to client workstations that are inactive or active, to be mounted after a startup or reboot, respectively. In this way, the administrator may remove all management duties from a particular user, and only remotely mount (SUW only) or un-mount Volumes when needed. If a user has never launched the TerraBlock Manager on the local workstation, the username will show up as “Unknown (xx)”, with no hostname. When remotely mounting or un-mounting for this user, the Administrator must know the WWN number of the Fibre Channel card. This can be found in the ATTO Configuration Tool, by highlighting the channel and viewing “Node Name”. See the TerraBlock Release Notes for more information and installation of the ATTO Config Tool. When mounting a volume remotely while the client is active, the volume will not appear immediately on the client workstation. The user must reboot if using a Mac, or rescan in Windows Disk Management for Windows clients. Upon selection of Un-mount by Index, the following confirmation will appear: Only continue if it has been confirmed that the workstation is shut down or disconnected from the TerraBlock Server. Never un-mount a volume from an active workstation using Unmount by Index. Even if that volume is not currently in use, the unsafe removal will cause damage to the TerraBlock virtual volume and potentially lead to data loss. Add Attached Volumes This feature is used when attaching an external Facilis T8 or TX16 to the TerraBlock Server. If a T8 or TX16 Storage Array is not attached, this button will have no functionality, but still appear. Refer to the documentation provided with the Facilis T8 or TX16 Storage Array for detailed instructions on attaching these devices to the TerraBlock Server and working with the attached storage volumes. 44 Add Cascade Volume. . . This button allows you to expand the selected volume by cascading it to another Terrablock storage location. This feature allows you to cascade across drive groups for single group volumes, as well as across servers and expansion chassis. In order to cascade across two or more server the servers must see each other over fibre channel via switch zoning or direct connection. A volume must be formatted NTFS in order to cascade. Users Tab Synchronize Users In a multi-server configuration, the Synchronize User button will appear when selecting the Users Tab. The Administrator may synchronize users to make other servers aware of changes to user accounts (permissions, etc.). Any new servers added to the current TerraBlock network will have no knowledge of current TerraBlock users until Synchronize Users is used. System Tab Locate When running the TerraBlock Manager on the TerraBlock Server itself, the Locate feature is available on the ‘System’ tab. 45 The Locate feature allows the Server Administrator to locate an individual physical drive installed in the TerraBlock Server that the TerraBlock Manager is currently running on. Pressing the Locate button causes the selected physical drive’s disk activity light to blink, making it easier to locate the physical drive in the TerraBlock Server Enclosure. Under the ‘System’ tab, select a drive from the list and press the ‘Locate’ button, which is displayed in the lower right corner of the System tab window. Pressing ‘Locate’ will cause the selected physical drive’s disk activity light to flash for 15 seconds, allowing the user to easily locate the physical drive within the TerraBlock Server Enclosure. It is recommended to stop all client activity on the TerraBlock server. The Locate function only locates drives on the specific server that the TerraBlock Manager is currently running on. In a multi-server TerraBlock workgroup, the ‘Locate’ button will remain grayed out and unavailable if drives from a different server are selected. In order to easily identify the drive you are attempting to locate, use the Locate feature while the TerraBlock Server is idle. Admin Settings Tab Launching the TerraBlock Manager on the TerraBlock Server itself will display an additional ‘Admin Settings’ tab containing a group enhanced features. The Admin Settings tab will not appear on client workstations, regardless of the user permissions. 46 Enable E-mail Notification of TerraBlock errors The server is able to report any Disk error, SMDrive (TerraBlock Server’s service) or MVSATA/SAS to an e-mail address specified in the Admin Settings tab of the TerraBlock Manager. Enter the e-mail information and select ‘Test E-mail’ to verify your e-mail information is valid. Remember mounted volumes after a server reboot This option in the Admin tab will store the mounted volume list for each client and restore each mount after the server is rebooted. Enable username and password login This option enables the username and password functionality for all TerraBlock Users. When enabled, TerraBlock users will be prompted to enter their TerraBlock username and password when launching the TerraBlock Manager on a TerraBlock Client. In a multi-server environment, users will be prompted for their username and password once the setting has been enabled on any one of the TerraBlock servers. Disable automatic user creation This option is used in conjunction with the ‘Enable username and password login’ feature. When enabled, this option prevents the automatic creation of TerraBlock Users from a client workstation. The user must be an existing TerraBlock user to login and launch the TerraBlock Manager from a client workstation. When this option is enabled, new TerraBlock Users must be manually created by a TerraBlock User with ‘Admin’ access or by using the TerraBlock Manager on the server. As the user logs in at the client workstation for the first time, the user will be prompted to create a password. Refer to page 39 “TerraBlock Manager – User Tab” section, for more information on TerraBlock User creation. Reset disk error count This feature allows the Administrator to reset active disk error reports. This will cause the error column in the system tab to return to zero, and the warning message on launch of the TerraBlock Manager to cease. Number of TerraBlock Servers This feature takes the number entered and checks for a matching number of servers each time the Manager is launched on the TerraBlock Server itself. If all of the servers are not seen, a rescan of disk management will occur, and all servers should then be available after re-launch. If you see this message, the server count may be incorrect, or a server is missing. To initiate a rescan, select 'Yes'. To continue on without rescanning, select 'No' (selecting ‘No” will allow the TerraBlock Manager to launch on the server if all servers are still not present). 47 Rebuild Priority In the event of a physical drive failure and replacement, the Rebuild Priority feature allows users to control the priority of the volume recovery (rebuild) process. Normal: This is the default setting for volume recovery. The recovery process will automatically reduce the speed of the process in order to accommodate client bandwidth needs. High: This setting causes the recovery process to maintain high priority regardless of client bandwidth needs. Note: This setting can cause dropped frames during playback and other bandwidth related issues for clients. Do not enable the ‘High’ setting during periods of high client usage. Paused: This setting stops the recovery process for 2 hours. Recovery can be manually resumed by selecting ‘Normal’ or ‘High’. After the 2 hour pause, recovery will begin under the default ‘Normal’ mode. Enable LDAP administration This feature enables the TerraBlock Server to connect with an LDAP or Active Directory server. Once this option is enabled, an additional tab will be displayed in the TerraBlock Manager on the server itself, as well as any client with Admin privileges. Users from the LDAP or Active Directory server can then be synced or pulled to the TerraBlock server to become a TerraBlock user. LDAP Tab The LDAP tab will only be displayed once the feature is enabled from the Admin Settings tab. Launching the TerraBlock Manager on the TerraBlock Server itself or from a client that has logged in with a user with Admin privileges, will now display this additional tab. 48 The LDAP tab is separated into three areas, Groups, Users and Settings. Each column and function of each is as follows: Show Connection to specific groups that exist on the LDAP or Active Directory (AD) server can be configured. Once a connection with an LDAP/AD server has been established, these groups will be displayed under Groups. If multiple groups are listed from the LDAP/AD server, selecting the box under the Show column will only display that group of users to the right under the Users area. Group The Group column displays the existing group name that located on the LDAP/AD server. Permission This column lists the permissions of an existing TerraBlock user to be applied to an LDAP/AD user when “Sync” is performed. Name This lists the display name of the user provided by the LDAP/AD server. This most commonly will match the Common Name. Login Name The lists the LDAP/AD Users login for the domain provided by the LDAP/AD server. The Login Name is what is used to create the TerraBlock user when Sync is performed. If the User Login Name contains spaces, an “_” will be added automatically when Synced and will be displayed for the new TerraBlock User.re Status This will list the current status of users displayed. If the user exists on the LDAP/AD server but not the TerraBlock, it will show as ‘Missing in TerraBlock’, visa versa with show ‘Missing in LDAP’. If the user exists in both areas but volume permissions have been changed, ‘Changes: +0 -1’ will be displayed. Synchronized displays after successful sync between servers. Please see ‘Creating and Managing Users’ later in this guide. LDAP Tab - Button Functions Show users in TerraBlock Server Selecting this in the Settings area will display existing TerraBlock users in the Users area. Show users in LDAP Selecting this in the Settings area will display existing LDAP users in the Users area. Only show unsynced users Users that have not been synced between the TerraBlock and LDAP servers will be the only users display when this is selected. Name This lists the display name of the user provided by the LDAP/AD server. This most commonly will match the Common Name. 49 Configure LDAP To connect to an LDAP/AD server, configurations settings must first be defined. Click the ‘Configure LDAP’ button to open the Setup LDAP Connection window. A system Administrator must provide the parameters for the LDAP server. LDAP URL: String specifying the location of an LDAP resource. An LDAP URL consists of server host and port, search scope, base DN, filter, attributes and extensions. Base User DN: Base distinguished name. A search operation is performed on the base DN, the DN of the entry and all entries below it in the directory tree. DomainComponent (DC), organizationalUnitName (OU), etc. are defined here. Base Group DN: Group distinguished name. A search operation is performed on the Group DN, the DN of the entry and all entries below it in the directory tree. DomainComponent (DC), organizationalUnitName (OU), etc. are defined here. User DN: User distinguished name. This is required for the directory connections setup. This is the account that is used to log on to your Active Directory environment. Password: This is the password for the user specified in User DN. Use the ‘Test Connection’ button to test the connection to the LDAP server. If a valid connection is established, a ‘Connected Successfully’ dialog will be displayed. Refresh The Refresh button is used to manually update the display of the TerraBlock Manager. If the user interface (UI) does not update automatically the information displayed in the TerraBlock Manager may become outdated. Use the Refresh button to force a TerraBlock Manager UI update. Using the Refresh button at regular intervals will ensure that accurate data is displayed. If for some reason, the information displayed in the TerraBlock Manager is inaccurate after manually refreshing the UI, close and re-launch the TerraBlock Manager. Sync selected This will synchronize only the selected user from the LDAP/AD server to the TerraBlock. 50 Sync all This will synchronize all users from the LDAP/AD server to the TerraBlock. If Sync all is selected while both TerraBlock and LDAP users are shown, existing TerraBlock users that do not exist on the LDAP server will be deleted. TerraBlock users will then match only what the LDAP server has provided. It is recommend to user this at initial setup when there are no existing TerraBlock users. TerraBlock Client Setup Mac and Windows Clients Once the necessary hardware and drivers are installed for connectivity to the TerraBlock Server, the TerraBlock Manager will need to be installed. The TerraBlock Manager can be found on the supplied USB key or downloaded at www.facilis.com. When installing on the Mac, the Manager should be unzipped at each client workstation. For Windows workstations, copy the Manger folder to a desired location. All client installations require the Mac or Windows local user account to have Administrative access. Please see the TerraBlock release notes for more in depth installation instructions. Note: All client workstation hostnames should be set to unique names. Client workstation hostnames should not contain any spaces or special characters. Windows workstation hostnames can be determined by typing the ‘hostname’ command in a Windows command window. Mac and Linux workstation hostnames can be determined by typing the ‘hostname’ command in a Terminal shell. Consult your workstation’s operating system documentation for instructions on permanently changing the hostname. Linux Clients Linux clients consist of a more in depth installation process. In addition to existing Single-user Write functionality, the TerraBlock 5.5 Release and greater, adds support for Multi-user Write volumes over both Fibre Channel and Ethernet for Linux Clients. Linux clients require the use of shell commands in the Linux terminal. Basic familiarity with the Linux terminal and shell commands is recommended. Fibre / Ethernet card installation Refer to your fibre or Ethernet card manufacturer’s instructions for proper installation of the fibre / Ethernet card hardware and its accompanying software drivers in your Linux client. 51 Hardware installation notes Installation of software drivers requires root access. Installation of software drivers may require a permissions change to the software driver package in order to run the installer application or access installation files. After extracting the installation files, use the command ‘chmod –R 777 <installer folder>’ to set the permissions of the driver installation folders and files. Installation of the ATTO Configuration Tool requires the Sun/Oracle version of JAVA. The Sun/Oracle version of JAVA is not installed on all Linux distributions. ATTO provides instructions for configuring the proper version of JAVA in order to install the ATTO Configuration Tool here: http://www.attotech.com/support/trouble/linux.html#configtool After the Fibre Channel card has been installed and configured properly, attach the fibre cable to the ATTO fibre card. In a single TerraBlock Server environment, there must be only one fibre cable connected to the Linux Client. Once the Linux client’s Fibre Channel connection is active, the TerraBlock Server’s TOOLS volume will appear as a device on the Linux client. The TOOLS volume can be viewed using Logical Volume Management (LVM) or Disk Utility (depending on your distribution) or by using the shell command: fdisk –l. This command will list the volumes that are available on the Linux client. If running as a normal Linux user, the fdisk command requires root access. Depending on your path setting the fdisk command may require an absolute path in order to run. Fdisk is usually located in the /sbin/ directory. The TOOLS volume will appear as 1.03GB device under /dev/. The TOOLS volume will have a single partition formatted as FAT32. The TOOLS volume will not have a mount point. Launching the Linux TerraBlock Manager Fibre Attached In order to function properly, the Facilis TerraBlock Manager on fibre attached machines requires that the software be launched by the ROOT user. Contact your site administrator to obtain the ROOT user password for your Linux client. In a shell window, navigate to the ‘Linux TerraBlock Manager’ directory 52 Switch to the ROOT user using the ‘su’ command and supply the ROOT user password when prompted. As the ROOT user, run the following command: “./TerraBlock\ Manager”. Once the TerraBlock Manager has started, the user ‘root’ will be created as a Facilis user. At this point the user ‘root’ may be granted access to Facilis volumes from a TerraBlock admin user. See “TerraBlock Manager Functions: Adding Users” for more information. Ethernet Attached Simply navigate to the Linux Terrablock Manager directory and double click the TerraBlock Manager application. Working with Facilis Volumes Multi-User Write Volumes As of the TerraBlock 5.5 release, Linux clients may now access Multi-user Write volumes via fibre or Ethernet connections. Multi-user Write volumes may be created from a Linux client and mounted with read or write permissions. See “Chapter 5: Getting Started with Shared File System” for more information. Single-User Write Volumes In order to use Single-user Write (SUW) Volumes with Linux clients, the volumes must be created from the TerraBlock Manager as raw, unformatted volumes, then manually partitioned and formatted using Linux disk management tools. Once the SUW volume has been formatted it can then be mounted to a mount-point in the Linux filesystem. Different utilities are available for partitioning and formatting volumes on various distributions of Linux. We will cover only the shell operations that are common to most distributions. If GUI is preferred, please consult the documentation for your specific distribution. To create a Single-user Write volume for use with Linux Clients, in the TerraBlock Manager ‘Volumes’ tab, select the ‘Create Volume’ button. In the ‘Create Volume’ dialog, enter the desired volume name, size, drive group, DynaRAID and user permissions options. Select the Single-user Write option and press the ‘Ok’ button. When creating Single-user Write volumes from Linux clients, the Auto Format function is not available. The XFS file system supports a maximum of 12 characters for volume labels. If creating a Single-user Write volume that will be formatted using XFS, do not create a volume with a name containing more than 12 characters. When creating Multi-user Write volumes, the volumes are created and formatted as NTFS on the TerraBlock Server. The volumes are then automatically set to Multi-user Write. 53 Once the Single-user Write volume has successfully been created and is listed in the TerraBlock Manager ‘Volumes’ tab, select the volume in TerraBlock Manager and mount with write access. After the Single-user Write volume has been mounted by the TerraBlock Manager, the volume is now available to the Linux client as an un-partitioned and unformatted device. In order to work with the volume, it must be partitioned and formatted. Next, a mount-point in the filesystem must be created and finally, the volume must be mounted to the mount-point. The remainder of the Single-user Write volume creation and mounting process can be done using either the GUI method or the UNIX Shell method described below: 1. Redhat GUI Method: Enter System Settings - Logical Volume Management (or Disk Utility depending on your distribution) and look for an unallocated volume of the proper size and filesystem (no filesystem). In the sample picture below, the unformatted volume is /dev/sdh. It is 50GB in size and has no filesystem. You will use the device label (example: /dev/sdh) to create a partition on the volume. Note the device label of the volume, enter a shell window and go to step 3. 2. Shell Method 1: Open terminal shell and type /sbin/fdisk –l This will list the mounted disk devices. Look for an un-partitioned disk of the expected size. Example: Disk /dev/sdd: 4294.9 GB, 4294967296000 bytes 255 heads, 63 sectors/track, 522166 cylinders Units = cylinders of 16065 * 512 = 8225280 bytes 54 Disk /dev/sdd doesn't contain a valid partition table In the example above the disk is /dev/sdd and it is 4294.9 GB (4TB). Shell Method 2: Open terminal shell and type “dmesg”. This command will print the recent device activity, including the discovery of new devices. Look for the volume name that was mounted with TerraBlock Manager. It should look something like this: Vendor: Facilis Model: (volume name) Rev: 1.0 Type: Direct-Access Ansi SCSI revision: 05 SCSI Device sd~: (block count) SCSI Device sd~: drive cache: write through SCSI Device sdc: (block count) SCSI Device sd~: drive cache: write through sd~: sd~1 Note: ~ denotes the letter, b through z (a is the system drive), in the order the devices were recognized by the Linux OS Record the label of the device you mounted with the TerraBlock Manager (example: sdh) and go to step 3. 3. Once you have determined the device label of the Volume, it can then be partitioned. To create a partition on the volume follow the steps below: Note: the volume must be mounted writable. PARTED Method (recommended): Note: This is the required method when creating Single-user Write volumes greater than 2TB in size. a. As ROOT, run the following command: /sbin/parted /dev/sd~ (Replace the ‘~’ with the device label you obtained in the previous steps). b. In PARTED enter the following commands (parted) unit TB – set the unit value to terabytes. c. (parted) mklabel gpt – applies a GUID partition label d. (parted) mkpart primary 0 -0 – create a primary partition using all available space. e. (parted) print – Prints the partition information. Verify the partition information is as expected for the disk device. f. (parted) q – quit parted FDISK Method: Note: This method works with volumes 2TB or less in size. For volumes greater than 2TB, use the PARTED method. a. As ROOT, run fdisk /dev/sd~. Replace the ‘~’ with the device label you obtained in the previous steps. 55 Note: depending on your path setting you might need to use an absolute path to run fdisk. The fdisk utility is generally located in /sbin/. b. Enter: “n” for new <enter> - This creates a new partition on the disk. c. Enter: “p” for primary partition <enter> - This sets the new partition as the primary partition. d. Enter: “1” for partition 1 <enter> - This sets the partition number to partition 1. e. When asked which cylinders to use, take the default selections. f. Enter: “w” <enter> to save your changes. g. You may be prompted that a reboot is necessary. If so, reboot the Linux Client. 4. To apply an XFS filesystem, as ROOT, run the command mkfs.xfs –L <volume name> /dev/sd~1. a. Replace the ‘~’ with the device label you obtained earlier. If the system had been rebooted, re-verify the device label is correct. Note: depending on your path setting you might need to use and absolute path to run mkfs.xfs. The mkfs.xfs command is generally located in /sbin/. The –L switch in the mkfs.xfs command sets the volume label in the Linux OS. Be sure the volume name inserted into the xfs formatting command is EXACTLY the same as the name listed in TerraBlock Manager. Be aware that volume names are case sensitive. 5. Once the volume has been formatted, it can then be mounted in the Linux filesystem. To mount the volume to a mount point, first create a mount point directory, then mount the formatted device: a. mkdir /media/<volume name> Volume mount points are generally located in the ‘media’ directory or the ‘mnt’ directory. Consult your Linux distribution documentation for the proper mount point directory. b. Once the mount point has been created, mount the volume with the following command: mount /dev/sd~1 /media/<volume name> i. Replace the ‘~’ with the device label you obtained earlier 6. Type either of the following commands to verify the volume is mounted properly: a. ‘mount’ – lists mounted volumes b. ‘df -h’ – lists mounted volumes and will show available space. Maintaining Single-user Write Mount Points On Linux clients, Single-user Write volume mount points are not maintained after a client reboot. In order to maintain your volume mount points after a client reboot, an entry for the volume must be made in the /etc/fstab file. 56 Entries can be made in the /etc/fstab for mounting volumes automatically at startup. The easiest way to do this is through the volume label. If you formatted the volume using mkfs.xfs –L, the volume label should be the name of the TerraBlock volume. In order to view the fstab file use the following command: cat /etc/fstab. The fstab file can also be viewed using a graphical text tool, such as Gedit. The fstab file will look something like this: # This file is edited by fstab-sync - see 'man fstab-sync' for details /dev/sda1 LABEL=Video LABEL=Graphics /dev/hdc /dev/fd0 /dev/hdd / /mnt/Video /mnt/Graphics /media/cdrecorder1 /media/floppy /media/cdrecorder ext3 auto auto auto auto auto defaults 11 defaults 00 defaults 00 pamconsole,exec,noauto,managed pamconsole,exec,noauto,managed pamconsole,exec,noauto,managed 00 00 00 The above example shows two volumes mounted by label – “Video” and “Graphics”. Be aware that there are two tab stops between the label description and the mount point, and also between the mount point and the File System (‘auto’ in the example above). The remainder of the file is single tabs. As ROOT, using a text editor such as VI (shell) or Gedit (graphical UI), add an entry in the /etc/fstab file for the volume you wish to automatically mount at start up. Use the above Video and Graphics entries as an example. Configuring Autodesk Stone & Wire for Standard FS Once the volume has a mount point, a Specific directory will be created on the volume (Managed Media Cache Directory) and that directory will be declared to the Stone&Wire software as a Standard FS Partition in the stone+wire.cfg file. It is recommended that the root level not be used as the designated standard FS target, rather a descriptive hierarchy, such as /mnt/Video1/Smoke/p7. The “p7” directory may designate the volume as [Partition7] in the stone+wire.cfg file. Multiple standard FS volumes may be added to the stone+wire.cfg file by duplicating the configuration listing (from [Partition7] on) and appending to the bottom of the file with proper changes. For more information, see the Autodesk Stone and Wire 2008 - Filesystem and Networking Guide, page 47 “Setting up a Standard Filesystem”. A sample of a stone+wire.cfg file is shown below with paths as described above. # # S+W configuration file # # Each S+W partition can be independently configured. # [Partition7] # Name of the partition. # # Default: Name=stonefs# # Name=Video 57 # If specified, the path denotes that media should be stored in the file path # specified, as opposed to the Stone. Typical standard fs path will be # /mnt/<device>/fs<id>/part<id>/ where <device> is the device name, fs<id> is # the framestore identifier and part<id> is the partition identifier. # # Default: Path= # Path=/mnt/Video/Smoke/p7 BREAK – KEEP ALL DEFAULTS FROM THIS POINT UNTIL THE END OF THE FILE FOR ADDITIONAL PARTITIONS COPY ALL TEXT AND ADD BELOW FINAL LINE, THEN MODIFY VALUES [Partition6] # Name of the partition. # # Default: Name=stonefs# # Name=Video2 # If specified, the path denotes that media should be stored in the file path # specified, as opposed to the Stone. Typical standard fs path will be # /mnt/<device>/fs<id>/part<id>/ where <device> is the device name, fs<id> is # the framestore identifier and part<id> is the partition identifier. # # Default: Path= # Path=/mnt/Video2/Smoke/p6 BREAK – KEEP ALL DEFAULTS FROM THIS POINT UNTIL THE END OF THE FILE Un-mounting Single-user Write Volumes Un-mounting a Single-user Write volume is a two step process. 1. In the TerraBlock Manager, select the Single-user Write volume and press the ‘Unmount’ button. This will remove the device from the Linux client. 2. In the Terminal, as ROOT, un-mount the volume from the Linux filesystem by running the ‘umount’ command. Example: umount /mountpoint/volume-name 3. Verify the volume has been unmounted from the mount point by opening the mount point directory or by using the ‘ls’ shell command to list the contents of the mount point directory. The directory should be empty. You can also verify the volume is no longer mounted by running the ‘mount’ command, which will list the currently mounted devices. If you intend to re-mount the Single-user Write volume at a later date, the mount point can remain in the filesystem. It will reside as an empty directory. Unlike Multi-user Write volume mount points, Single-user Write volume mount points are not automatically removed when the Singleuser Write volume is un-mounted. The SUW volume mount point will remain in the file system. If desired, the SUW mount point directory can be deleted once the SUW volume has been un-mounted. However, if you intend to re-mount the Single-user Write volume at a later 58 date, it is suggested the mount point be left in the file system, otherwise it will need to be re-created. 59 Ethernet Shared File System Setup Your TerraBlock Server may have initially shipped standard with Fibre Channel only connectivity. Ethernet connectivity can be enabled at any time provided the server has a Shared File System (SFS) license. New TerraBlock Servers have the Ethernet option enabled by default. This is achieved with either a single Ethernet connection from the TerraBlock NIC card to an Ethernet switch, four teamed Ethernet links from the TerraBlock to an Ethernet switch, or, with servers shipped after 8/1/2010, a 10Gbit uplink to a 10Gbit enabled switch. The following section describes how to install and configure a single and four way teamed Ethernet configuration. Since the Shared File System (SFS) is a pre-requisite to using the Ethernet option it is assumed in this section that all requirements for Shared File System have been met. Single Ethernet Connection A lower bandwidth configuration can be achieved by utilizing the onboard Ethernet adapter of any model TerraBlock Server. The server Ethernet port should be cabled to the switch (switch models may vary). The Ethernet port from the server will then have to be configured. It can be configured with a static IP address or set to DHCP if your network supports this function. Keep in mind, for best performance an isolated network is optimal. It is also recommended that you disable the Windows Firewall Service for best performance. The Windows Firewall Service can be disabled via the Computer Management console under Services and Applications > Services. To configure the TerraBlock Server’s Ethernet port, right-click on ‘My Network Places’ and choose: ‘Properties’. Right-click the active network interface card (NIC) that has been cabled to the Ethernet switch and choose ‘Properties’. Select ‘Internet Protocol’ in the list and then press the ‘Properties’ button. Here an IP address can be specified or DHCP can be selected if your network supports this functionality. Once the Ethernet configuration is complete, the IP address can be confirmed by going to the Start Menu and choosing ‘Run’. In the ‘Run’ window, type “cmd” and hit enter. At the cursor prompt (>) in the command prompt window, type “ipconfig” or type “ipconfig /all”, for extended information. Your server’s IP address will be listed along with additional information about your network configuration such as Subnet Mask and Default 60 Gateway. The TerraBlock Server’s hostname can be found by typing the command ‘hostname’ in the command window, or by right clicking ‘My Computer’ and choosing ‘Properties’. Either the TerraBlock Server’s IP address or hostname (Example: TerraBlock24D) will be needed to complete the network setup from the client stations that will be connecting to the TerraBlock Server via Ethernet. Make note of both the TerraBlock Server’s IP address and the TerraBlock Server’s hostname. Enabling the Ethernet Option on the Server Once the TerraBlock Server is cabled to the Ethernet switch and the IP address is set, the Ethernet option can be enabled (the Ethernet option should be enable for all new TerraBlock servers). To do this, open the TerraBlock Manager on the TerraBlock Server. At the top of the TerraBlock Manager select the “File” menu and choose “Network Configuration”. The Ethernet option should be enable for all new TerraBlock servers. Select the “Enable Network Configuration” check box within the Configure TerraBlock Network dialog box. This will enable the Ethernet option on the TerraBlock Server. A reboot is required after this feature is enabled. After reboot the SMDriveMonitor will verify that the service is listening on port 859. The default network port number is (859). If a different port number for your network is desired, make this change prior to rebooting. Warning: In the TerraBlock Manager running on the TerraBlock Server, leave all IP address fields blank in the Network Configuration setting. Entering an IP address in these fields when running the TerraBlock Manager on the Server itself will cause incorrect behaviors when mounting volumes and result in an extended delay when launching the TerraBlock Manager. For optimal performance the Windows Firewall Service should be disabled in Computer Management 61 Enabling the Ethernet Option on the Clients Any Windows, Mac or Linux Client system that will be connecting to the Ethernet enabled TerraBlock Server should be cabled to an open port of the switch. This will provide optimal performance. The client(s) must be on the same network or subnet as the TerraBlock Server. The client(s) can be configured with either DHCP or a static IP address. When using static IP addresses, if the Server IP address has been set up to be 192.168.1.128 for example, the client will need an IP address of 192.168.1.x (x being any available number on the subnet). To verify the client(s) can communicate with the TerraBlock Server over the network, Ping the TerraBlock Server by IP address and/or Host Name. To Ping the TerraBlock Server from a Windows client system go to the Start Menu of the client and choose Run. Type “cmd” and hit enter. At the > prompt type “ping <server IP address>”. From a Mac client, go to Applications/Utilities/Terminal. At the $ prompt type “ping <server IP address>”. From a Linux client open a terminal window. At the $ prompt type “ping <server IP address>”. If your network is configured properly, you should receive a response from the server (Hit ‘control-c’ to stop pinging from a Mac or Linux Client). You can also ping by the server’s Host Name (example: TerraBlock24D). If the name can be resolved over your network, you should receive a response. After network communication with the server has been confirmed, the Network Configuration feature can be enabled on the client(s). If you ping the TerraBlock Server and do not receive a response using the ping command, confirm the server’s Firewall is disabled and try again. If the server’s Firewall is disabled and you do not receive a response using the ping command, verify your client IP address is using the same network as your server. To determine your client’s IP address: on Windows, open a command prompt and type the command ‘ipconfig’. For Mac and Linux clients, open a terminal window and type the command ‘ifconfig’. Launch the TerraBlock Manager from the client system. Select the “File” menu and choose “Network Configuration”. Select the “Enable Network Configuration” within the Configure TerraBlock Network dialog box. This will enable the Ethernet option on the client system. In the Port Number field, enter the same Port Number that is configured on the TerraBlock Server’s Network Configuration setting. The Port Number has to match that of the TerraBlock Server. The default port number is (859). If the port number on the server has been changed, set the port number on the client to match the same port number that was set on the TerraBlock Server. 62 In the Server Name or IP Address field, enter the server IP address or hostname that was previously obtained when configuring the server’s network configuration. Click OK to exit the Configure TerraBlock Network window. Quit and re-launch the TerraBlock Manager. You should now be connected to the TerraBlock Server. If a Tools Volume is listed but no other volumes are displayed in the TerraBlock Manager Volumes Tab, it may be necessary to change User Access for the volumes. This can be done from the TerraBlock Manager running on TerraBlock Server or any client with Admin access. Teamed Ethernet Connection Included in the Ethernet Connectivity Kit is a dual channel Ethernet Network Interface Card (NIC). You must install the Ethernet NIC into an available slot in the TerraBlock Server. The driver for that card is also included with the kit on a USB thumb drive. At this time Facilis only supports the use of X7 (or newer) based TerraBlock 24EX and 24D units for the 4X teamed Ethernet option. Under certain rare circumstances the process of creating a NIC team for the Ethernet based Shared File System may prevent the TerraBlock Server software (smdrive.exe) from starting successfully. Contact Facilis Support if this should occur. Configuring the TerraBlock Server for 4 x 1 Gbit Ethernet option Installing the add-in Ethernet card 1. Shutdown and UNPLUG the TerraBlock Server. The server MUST BE UNPLUGGED in order to prevent potential damage to the server motherboard. 2. Remove the top cover to gain access to the PCI slots. 3. Install the Ethernet card into PCIe slot number four. Slot four is the first PCIe slot if you are facing the back of the unit and looking from right to left. It is also the slot closest to the last SATA controller. 4. Close the TerraBlock Server and power it on. Installing the add-in Ethernet driver 1. Once the system has booted you may receive the New Hardware Installation Wizard for each new NIC port found. Please hit “Cancel” to the Wizard if presented. New TerraBlock Servers have the Ethernet drivers pre-installed so the New Hardware Wizard may not appear. If 63 presented with the new hardware dialog, proceed with the following steps after hitting Cancel. 2. The Intel driver package should be found in the following path on the TerraBlock Server: C:\Program Files\Facilis\TerraBlock\Drivers\Windows\Intel (Drivers can also be found on the provided USB key or downloaded at www.facilis.com). 3. Double click the PROWinx64.exe. Click Next when presented with the Intel Welcome screen: 4. Click the “I accept the terms of the license agreement” radio button then click Next to proceed: 5. Click Install when presented with the “Ready to Install the Program screen: 6. Click Finish when presented with the Intel Wizard Completed screen. Teaming the NIC Connections 1. Right click on My Computer and choose Manage. 2. In the Computer Management window click on Device Manager. 3. Click the “+” symbol next to the Network Adapter category. 64 4. Double click on the first Network Adapter listed (see above). You will be presented with the Network Connection Properties Window. Click on the Teaming tab in that window. 5. In the Teaming tab select the “Team this adapter with other adapters” option and click the New Team button (see above). The New Team Wizard will appear. Give the team a name and click the Next button. 6. In the next New Team Wizard window select all four Network adapters in the list then click 'Next'. 65 7. In the next New Team Wizard window select Adaptive Load Balancing and click 'Next'. If you are using a switch other than that supplied by Facilis and it supports the IEEE 802.3ad Dynamic Link Aggregation option you may want to consider using that option. However, you will have to configure your switch appropriately for this option. 8. At the last New Team Wizard window click Finish. This may take a few minutes. 9. Once the team is created it will default to using DHCP. If you are not using DHCP you will have to assign a static IP address to the Team adapter. You can access the Team adapter by right clicking My Network Places on the Desktop. The team adapter is usually the highest number adapter and will have the name Team: <the team name you gave in step 5> in the Device name column. You should see something like the following: 66 10. Right click that adapter to change your TCP/IP settings as you would in a single connection configuration (see pg. 59 “Single Ethernet Connection”). 10 GB Ethernet Connection The 10Gbit option requires a TerraBlock Server that is running the Windows 7 x64 operating system. The card installation requires an available PCIe slot in the TerraBlock Server. If all the PCIe slots are occupied with Fibre Channel cards you will have to remove one card and consider adding a Fibre Channel switch to accommodate those clients connected to the card(s) you remove. Installing the add-in 10Gbit Ethernet Card Driver 1. Once the card is installed and the system is rebooted you must install the driver. The driver is provided with the 6.5 release. 2. Double click the Myricom driver installer (myrige-1.1.10_64) and choose “Run”. 3. Click “Next” at the Myricom introduction splash screen. 4. At the “Welcome to the Myri-10GE_x64 Setup Wizard”, click “Next”. 5. At the “Allow TCP Adjustments” screen, select “Please keep Default (Windows 2008 and later). Click “Next”. 6. At the “Network Values” screen, leave all values at default. Click “Next”. 67 7. At the “Select Installation Folder” screen, leave the default directory and click “Next”. 8. Click “Finish” at the next screen to complete the driver installation. 9. Once the 10Gbit adapter driver is installed the new NIC will default to using DHCP. If you are not using DHCP you will have to assign a static IP address to the Team adapter. You can access the adapter by right clicking My Network Places on the Desktop. 10. Right click that adapter to change your TCP/IP settings as you would in a single connection configuration (see pg. 59 “Single Ethernet Connection”). When installing a dual channel Myricom 10GBit Ethernet card in the TerraBlock server it is recommended to have an independent subnet or network for each channel. For example, when configuring an IP address, channel 1 can be set to 10.0.0.1 and channel 2 to 20.0.0.1. This will create two separate networks to avoid any conflicts with the Windows operating system. 68 Creating and Managing Users From the Users tab, TerraBlock Administrators can create users, manage the users’ access to volumes and determine which users can be given access to administrative functions. The administrator may also determine which volumes a user currently has mounted, and with what type of access, read or write. TerraBlock Manager Users Tab– Server Administration Mode In the example above, you see user Name (Editor); user’s computer Hostname (FacilisMacBook); World-Wide Name of the fibre card in the host; Port designation on the TerraBlock Server, and user Access privilege. In the Users Tab, users may show up with the name “Unknown (xx)” - you may disregard these users. The most efficient method of creating users on the TerraBlock manager if not using User and Password Authentication is to allow client stations to send their user information to the server. Login with the local user account (Mac or Window OS user) and launch the TerraBlock Manger. When the connection is successful, the local user account name will be sent to the server automatically. The User tab will reflect the new Facilis User account, and a TerraBlock Administrator may assign volumes and access level to that user. With User and Password Authentication enabled the TerraBlock user can be created from a client system or from the TerraBlock server. 69 Mac User Login The TerraBlock Manager must first be installed while logged in with a local Mac Admin user. The Admin user should install the TerraBlock Manager in the Mac Applications folder. After installation (see release notes for installation instructions) a Standard Mac user account can be used. Run the TerraBlock Manger from the Applications folder. Windows User Login The TerraBlock Manager must first be installed while logged in with a local Windows Administrator user. After installation (see release note for installation instructions) a Windows Normal user account can be used. TerraBlock Username and Password Feature The TerraBlock Username and Password feature allows TerraBlock users to login to any TerraBlock Server from a client workstation as any specific TerraBlock User. The user is independent, rather than utilizing the existing local machine’s user account. The specific user’s access level (admin, normal), volume access list and volume mount permissions (read, write) will follow the user on the client machine where the user is logging in. The Username and Password feature is enabled on the TerraBlock server. The setting is located under the ‘Admin Settings’ tab of the TerraBlock Manager. Refer to the “TerraBlock Manager on the Server” section, for more information on the ‘Enable username and password login’ setting. Logging in to the TerraBlock System Once the Username and Password feature has been enabled, all TerraBlock users will be prompted for their TerraBlock username and password when launching the TerraBlock Manager from any client workstation. New User Login If the user does not currently exist on the TerraBlock server, the user logging in will be asked to create a new user. Selecting “Yes” will allow the server to automatically create the new user. Importing users is not supported, so allowing the server to automatically create users is helpful in environments with a high number of TerraBlock users. Once the new TerraBlock user has been created on the server, a password must be 70 created. The user logging in will be asked to create and verify their password. Existing User Login If a user is logging in for the first time using an existing TerraBlock user (a user that existed prior to version 5.6) the user will be asked to create and verify their password. Once a TerraBlock user has successfully logged in to the TerraBlock system, the user’s name will be displayed in the Username column of the TerraBlock Manager’s ‘Volume’ tab. Disable Automatic User Creation Automatic user creation is the default setting on the TerraBlock server when the username and password login feature is enabled. This feature can be disabled from the ‘Admin Settings’ tab in the TerraBlock Manager at the server. After all users have been created, this can be selected to prevent additional users from being created in the event of misspelling, etc. New TerraBlock users must then be created from a client with Admin access or from the TerraBlock server. Changing User Passwords TerraBlock Users may change their passwords using the ‘Change Password’ option via the ‘File Menu’ in the client TerraBlock Manager. Note: in a multi-server environment, users will be prompted for username and password once the setting has been enabled on any one of the TerraBlock servers. Volumes that are left mounted when logging out of the local machine will be accessible to other local machine users after logging in to the local machine. In order to prevent other local users from accessing volumes, always un-mount all volumes prior to switching TerraBlock users or logging out of your local machine. 71 LDAP/Active Directory User Feature Once connection to an LDAP or Active Directory (AD) server has been established, the User Groups will be listed in the TerraBlock Manager. A specific user or multiple users can then be selected and synced or pulled from the LDAP/AD server and will become a new TerraBlock user. It is recommended to disable the TerraBlock User/Password feature if logging into clients using an LDAP/AD user. Groups Once a connection has successfully been established to the domain component or organizational unit groups of the Active Directory (AD) server, the user groups will be displayed. There can be multiple user groups listed depending on how the AD server is configured. Please consult your Systems (IT) Administrator for LDAP/AD setup and groups. In the case where multiple groups are displayed, you can show specific groups, filtering out all others, by selecting the box to the left of the group. Multiple groups can be displayed as well, simply check which groups to display. Groups displayed can or may be within multiple nested Organizational Units. Right clicking directly to the right of the displayed group under the Permission column will produce an interactive list box. This lists all of the TerraBlock users currently active on the TerraBlock server. The user selected from this list will then be displayed under the Permission column. The volumes and permissions for the TerraBlock user (“Editor” in the example above) will be applied to any LDAP/AD user that is synced. This applies to any LDAP/AD user in the selected group (all users in the Class105 group in the example above). 72 Users The list of Users corresponds to the LDAP/AD Group that is selected as well as what filter settings are set in the Settings area (Show TerraBlock or LDAP users). After a group(s) has been selected, a Users list will populate (the only list of LDAP users is group Class105 in the example above). The user’s status may be reviewed. Any new LDAP/AD user will be missing from the TerraBlock. The same User(s) may be located on both servers. Changes may have to be applied to the TerraBlock user if volumes and or permissions have changed for the user (see above). A single click of the user in the User list will generate a “pop up” dialog box that will list the changes to be applied. Sync Selected A User can be selected in the User list and depending on the status the action performed will differ upon selecting the ‘Sync Selected’ button. Sync is intended to match the TerraBlock and LDAP/AD users exactly. Existing TerraBlock users may be deleted. Expected action: 1. Missing in TerraBlock Status – The highlighted user(s) will be created on the TerraBlock server, pulling from the LDAP/AD server. Sync Selected will perform this action only for the highlighted user(s). 2. Missing in LDAP Status – The highlighted user(s) will be deleted from the TerraBlock server when using Sync Selected. 3. Changes: +1 -3 Status – This indicates the user(s) exists on both the TerraBlock and LDAP server, but the volume assignment or permissions have changed. Single click the user to obtain Change action. Only users displayed in the User list will be synchronized. TerraBlock and LDAP users can be filtered under Settings. User passwords for the LDAP/AD user that has been synchronized are not applied to the newly created TerraBlock user. The user will be prompted to set a password when logging in with the TerraBlock Manager for the first time if using the TerraBlock User/Password feature. Sync All Selecting the ‘Sync all’ button will synchronize all users between the TerraBlock and LDAP/AD servers at one time. This option is recommended during initial setup of the TerraBlock to move or pull current LDAP/AD users to the TerraBlock server. User passwords will need to be created when logging in to the TerraBlock Manager for the first time if using the TerraBlock User/Password feature. Volumes and permission can be added or changed afterwards. Choose to display only LDAP Users under Settings and selecting ‘Sync all’ will add all LDAP/AD users to the TerraBlock leaving any existing TerraBlock user untouched. If a TerraBlock user is displayed and ‘Missing in LDAP’, that user will be deleted with ‘Sync all’. 73 Creating Volumes Volumes must be formatted prior to use by client workstations. If the volume will be used with the Facilis Shared File System (Multi-user Write), it is recommended that all volumes be formatted as NTFS. While HFS+ is supported for use with the Facilis Shared File System, it is strongly recommended that Multi-user Write volumes are formatted with an NTFS filesystem. Single-user Write Volumes When creating Single-user Write volumes from a fibre channel connected client workstation, the Auto Format feature within the ‘Create Volume’ window should be used. This will ensure that Windows and Mac client workstations have properly formatted volumes. For Linux clients, Single-user Write volumes must be manually formatted. The client workstation must be Fibre Channel attached in order to format Single-user volumes. Multi-user Write Volumes Multi-user Write volumes can be created from any client workstation or the TerraBlock server itself. Selecting Multi-user Write as the volume type within the ‘Create Volume’ window will automatically create, format, and set the volume to Multi-user Write. When completed, the volume will be NTFS formatted. Once this process is completed by the server, the volume will is ready to mount on any client workstation. Please allow up to one minute or more for the server to create Multi-user write volumes. If the TerraBlock Server has not completed creating a Multi-user Write volume or the automatic format has failed for some reason, users will be presented with the following when mounting: (Contact Facilis Support if this message proceeds after several minutes). Any virtual volume formatted NTFS and set to Multi-user Write can now be mounted 74 with write access by Mac OS 10.6.8 or higher, Windows XP 32bit and Windows 7 64bit and Linux kernel 2.6.18 or higher. While you can change SUW HFS+ (MAC OS EXTENDED) formatted volumes as Multi-user Write, NTFS is recommended. Setting an HFS+ (MAC OS EXTENDED) volume to Multi-user Write requires that you install the latest version of the MediaFour MacDrive software on the TerraBlock Server. Logical Volumes When creating a volume the Terrablock server creates the volume in logical pieces. A logical volume may be no more than 1000GB. Thus larger volumes are constructed with more logical pieces. Each logical volume has a second RAID or Mirror piece unless the volume is unprotected. Expanding a volume creates new logical volumes. The logical volume limit on a server is 475 per drive group. The logical volume count can be seen by launching SMDriveMonitor or Dataverifier. Exceeding the logical volume limit may prevent you from creating new volumes. DynaRAID The DynaRAID option within the ‘Create Volume’ window allows the system Administrator to determine which protection scheme will be used on a per virtual volume basis. DynaRAID: Single TerraBlock Server In a mirrored volume, data on one drive is protected by another drive or set of drives. If an individual physical drive fails, there is a backup copy of the information contained on the mirrored volume which is read from the remaining drives. Mirrored volumes require available storage space that is equal to the size of the volume. Mirrored data is self-contained on a single TerraBlock Server. In a RAID5 Parity volume, data is compressed and saved as parity information. The RAID5 compression algorithm reduces the space required for protection of data to about 9% of the total volume size. In the event of an individual physical drive failure, the data is read in real-time from the parity information contained on the remaining drives. RAID5 data is self-contained on a single TerraBlock Server. In an unprotected volume, there is no RAID5 or mirroring protection to back up the data contained on the volume. Unprotected volumes are not recoverable in the case of an individual physical drive failure. If an individual physical drive failure occurs, all data residing on unprotected volumes will be lost. This data will need to be re-ingested. Because unprotected volumes contain no DynaRAID protection, no additional storage space is required. DynaRAID: Multiple TerraBlock Servers or Facilis TX16 Expansion Chassis DynaRAID volume protection scheme also allows RAID5 Parity data to be striped or mirrored across multiple TerraBlock Servers or Facilis TX16 Expansion Chassis’. 75 A RAID50 volume is a single volume which is striped across multiple TerraBlock Servers or TX16 Expansion Chassis’. This multi-device striping provides increased performance when accessing the RAID50 volume. RAID50 volumes are also referred to as ‘external tandem’ volumes due to their being striped across multiple physical Facilis devices. RAID50 uses the same storage-saving compression algorithm as RAID5 and like RAID5, in the event of an individual physical drive failure, the RAID50 parity data is read in real-time from the parity information contained on the remaining drives. If a volume is created with RAID50 protection and one of the individual Facilis devices becomes unavailable, the RAID50 volume will be unavailable to users until the individual Facilis device (TerraBlock Server or TX16 Expansion Chassis) is restored to operation. A RAID51 volume is a single volume which is then mirrored across multiple TerraBlock Servers or Facilis TX16 Expansion Chassis’. RAID51 volumes have additional protection on top of the existing RAID5 Parity protection. If the physical device (TerraBlock Server or TX16 Expansion Chassis) containing the mirrored data becomes unavailable, the RAID51 volume will still be mountable as ‘Read-only’ on the primary TerraBlock Server and the data contained on the RAID51 volume will still be accessible. RAID51 volumes are also referred to as ‘external tandem’ volumes, due to their being mirrored across multiple Facilis devices. RAID51 uses the same storage-saving compression algorithm as RAID5 and like RAID5, in the event of an individual physical drive failure, the RAID51 parity data is read in real-time from the parity information contained on the remaining drives. RAID Descriptions Mirrored Volumes: In a 24D (24 drive) unit, a mirrored volume uses 2 groups even when a single group is selected during creation. A Mirrored volume created on group 1 will use group 2 for its mirror; a Mirrored volume created on group 2 will use group 1 for its mirror. To create a Mirrored volume on a given group, the alternate group must have enough free space available as well. On the 24EX (12 drive) and 8D / 8XS (8 drive) units, the mirror occurs within the same 8 or 12 drive group, so remaining space must be 2 x the intended capacity of the volume. RAID5 Volumes: A RAID5 volume may be created on a single group, with parity (RAID5) data written on the same group the volume is created on. To create a RAID5 volume on a singlegroup system (8D, 8XS, 24EX), that group must have enough remaining space for the capacity of the volume, plus 9% of the capacity of the volume for parity information. On a 24D, 9% of the volume capacity must be available on the group where the volume is being created. 76 Tandem Volumes: In Tandem mode, both drive groups in a 24D are used for primary data, as well as parity (RAID5) data. Only RAID5 DynaRAID protection is available when creating a volume in Tandem mode between two groups on the same server. Tandem volumes created on a single server are also referred to as ‘Internal Tandem’ volumes as they are self contained on a single server. Facilis recommends creating all volumes Tandem for optimal performance. RAID50 / RAID51 RAID50 and RAID51 volumes are created across multiple Facilis devices (TerraBlock Servers or TX16 Expansion Chassis’) and are referred to as Multi-Server or ‘External Tandem’ volumes. In a RAID50 external tandem volume, the RAID5 data is spread across multiple Facilis devices. In a RAID51 external tandem volume, the RAID5 data is mirrored across multiple Facilis devices. External Tandem Volumes: External Tandem (RAID50, RAID51,) volumes appear under a single heading in the TerraBlock Manager ‘Volumes’ Tab for mount, un-mount and administration purposes. External Tandem volumes are displayed with an arrow icon next to the Volume Name in order to indicate that the volume is an External Tandem. The individual server pieces that are used to comprise the combined External Tandem volume may be viewed by double-clicking on the volume name. Individual server pieces will appear with a ‘~’ symbol next to the volume name with a number indicating the number of the individual piece (~1, ~2, etc). RAID50: RAID50 volumes are created on the TerraBlock Server and are intended for use as Multi-user Write volumes. If the RAID50 volume has not yet been set to Multiuser Write, this can be done using the ‘Change Volume’ feature in the TerraBlock Manager. Changing RAID50 volumes to Multi-user Write can only be done from the TerraBlock Manager running on the TerraBlock Server. Changing a volume from Single-user to Multi-user Write does not require the volume to be un-mounted on the TerraBlock Server. When working with RAID50 volumes, verify they are set to Multi-user Write prior to mounting on a client workstation. RAID51: RAID51 volumes are created on the TerraBlock Server and are intended for use as Multi-user Write volumes. If the RAID51 volume has not yet been set to Multiuser Write, this can be done using the ‘Change Volume’ feature in the TerraBlock Manager. Changing RAID51 volumes to Multi-user Write can only be done from the TerraBlock Manager running on the TerraBlock Server. Changing a volume from Single-user to Multi-user Write does not require the volume to be un-mounted on the TerraBlock Server. When working with RAID51 volumes, verify they are set to Multi-user Write prior to mounting on a client workstation. 77 In order to mount a RAID50 or RAID51 volume as Single-user Write on a TerraBlock client workstation, there are specific conditions that must be met: The client must be a Windows 7 64 bit system. The client must have specific Facilis drivers installed in order to properly mount the RAID50 or RAID51 volume as Single-user Write. Contact Facilis Customer Support to obtain the required drivers and additional details for mounting RAID50 or RAID51 volumes as Single-user Write on TerraBlock clients. ATTO Power Center (Windows / Macintosh): Unlike RAID50 or RAID51 volumes, ATTO Power Center External Tandem volumes are intended for use as Single-user Write only. When mounting an ATTO Power Center External Tandem volume for the first time, all Tandem members will appear as raw devices until the ATTO Power Center software is launched and the Tandem span is created. ATTO Power Center External Tandem volumes are not crossplatform when mounted as Single-user Write. See pg. 102 Appendix B – Working with External Tandem Volumes for more information. Creating Tandem Volumes In the ‘Create Volume’ dialog, the Tandem button allows selection of multiple drive groups. Drive groups may be on the same TerraBlock Server, (if working with a TerraBlock 24D (24 drives)), different servers (in a multi-server workgroup) or TX16 Expansion Chassis’. The resulting volume or set of volumes will depend on how many groups were selected when creating of the volume. Internal Tandem Internal Tandem volumes use both groups from the same server (24 drives). Here, groups 1 and 2 from the “TERRABLOCK24D” server are automatically selected when choosing the ‘Tandem’ option. The TerraBlock Manager will create a single volume spanning the two drive groups selected, and give the resulting volume a designation of “1,2” in the ‘Group’ column of the Volumes Tab. Volumes are managed the same way, whether they are a single group or Tandem volume. There is no external software necessary to use Internal Tandem volumes, and this is the highest-performance volume that can be created on a 24D server. RAID5 is the only option when creating an Internal Tandem volume. 78 Facilis recommends creating all volumes Tandem when applicable for optimal performance. External Tandem When creating External Tandem Volumes, there are four options available: RAID50, RAID51, and, when using ATTO Power Center, RAID5 or Unprotected. External Tandems can be created across multiple TerraBlock Servers or individual TerraBlock servers with an attached TX16 Expansion Chassis. RAID50 RAID50 is supported on Windows 7 TerraBlock Servers only. When creating a RAID50 volume, the volume must be created on the Windows 7 TerraBlock Server or a Windows 7 client. Creating the RAID50 Volume: On the TerraBlock Server or Windows client, open the TerraBlock Manager and select the ‘Create Volume’ button. After entering the Volume Name and Size, select the ‘Tandem’ check box. Select the desired drive groups from your TerraBlock Servers or TX16 Expansion Chassis. In this example, four drive groups are selected, consisting of the multiple servers, “TERRABLOCK24D” and “TERRABLOCK24D2” in the server column. Select the ‘RAID50’ DynaRAID button. Multi-user Write can also be selected. With Multi-user Write chosen, after the ‘Ok’ button is selected a message will appear allowing the Administrator to choose which will be the primary server to present the Multi-user Write volume. The TerraBlock Server will then create, format and mount the RAID50 volume. The volume will be mounted on the TerraBlock Server as a Single-user Write volume, but set to 79 Multi-user. The RAID50 volume creation and formatting process could take several minutes, depending on the size of the volume. Do not interrupt the RAID50 volume creation process by performing other actions on the server during this process. Once the RAID50 volume has been created and formatted, it will appear in the TerraBlock Manager ‘Volumes’ tab and will have the designation of ‘Tandem’ in the ‘Server’ column. The ‘DynaRAID’ column will display the volume as ‘RAID50’. The RAID50 volume will have an arrow icon (Mac) or “+” icon (Windows) next to the volume name. Double-clicking on the Volume name will cause the icon to turn down and the individual pieces that comprise the External Tandem volume will be revealed. The individual pieces will be displayed as <volume name>~1, ~2, ~3 etc. When working with External Tandem Volumes, is not necessary to select the individual External Tandem pieces (~1, ~2, etc). Any action performed on the External Tandem Volume, such as switching to Multi-user Write, should be performed on the ‘combined’ volume (arrow up, no ~ pieces displayed). RAID50 volumes are intended for use as Multi-user Write volumes. Choosing Multiuser Write when creating the volume is recommended. The RAID50 Volume will be set to Multi-user Write after the create volume process is complete, and is now available to be mounted on any fibre or Ethernet TerraBlock client. RAID51 RAID51 is supported on Windows 7 TerraBlock Servers only. When creating a RAID51 volume, the volume must be created on the Windows 7 TerraBlock Server itself. Creating the RAID51 Volume: On the TerraBlock Server or Windows client, open the TerraBlock Manager and select the ‘Create Volume’ button. After entering the Volume Name and Size, select the ‘Tandem’ check box. Select the desired drive groups from your TerraBlock Servers or TX16 Expansion Chassis. In this example, four drive groups are selected, consisting of the multiple servers, “TERRABLOCK24D” and “TERRABLOCK24D2” in the server column. Select the ‘RAID51’ button. Multi-user Write can also be selected. With Multi-user Write chosen, after the ‘Ok’ button is selected a message will appear allowing the Administrator to choose which will be the primary server to present the Multi-user Write volume. The TerraBlock Server will then create, format and mount the RAID50 volume. The volume will be mounted on the TerraBlock Server as a Single-user Write volume, but set to Multiuser. The RAID51 volume creation and formatting process could take several minutes, depending on the size of the volume. Do not interrupt the RAID51 80 volume creation process by performing other actions on the server during this process. Once the RAID51 volume has been created and formatted, it will appear in the TerraBlock Manager ‘Volumes’ tab and will have the designation of ‘Tandem’ in the ‘Server’ column. The ‘DynaRAID’ column will display the volume as ‘RAID51’. The RAID51 volume will have an arrow icon (Mac) or “+” icon (Windows) next to the volume name. Double-clicking on the Volume name will cause the icon to turn down and the individual server pieces that comprise the External Tandem volume will be revealed. The individual pieces will be displayed as <volume name>~1, ~2, ~3, etc. When working with External Tandem Volumes, is not necessary to select the individual External Tandem pieces (~1, ~2, etc). Any action performed on the External Tandem Volume, such as switching to Multi-user Write, should be performed on the ‘combined’ volume (arrow up, no ~ pieces displayed). RAID51 volumes are intended for use as Multi-user Write volumes. Choosing Multiuser Write when creating the volume is recommended. The RAID50 Volume will be set to Multi-user Write after the create volume process is complete, and is now available to be mounted on any fibre or Ethernet TerraBlock client. Formatting Options When formatting volumes directly on a Windows 7 64bit, or Windows XP 32bit, TerraBlock Server, volumes may be created up to 8 terabytes (8000 GB) in size. Any HFS+ (MAC OS EXTENDED) volume larger than 2 TB created and formatted on a Mac OSX client is not supported with Windows 32 bit operating systems (TerraBlock Server or client). Any HFS+ (MAC OS EXTENDED) volume created as a raw volume using the TerraBlock Server or Windows client and then formatted as HFS+ using a Mac OSX client is supported up to 8 TB. When formatting volumes with a filesystem other than NTFS (Windows), or HFS+ (Apple), formatting of the volume must be done manually. In order to format a volume on a client station, the user account must be given Write permission to the volume and the volume must be mounted in Single-user Write mode. The Virtual Volume can be formatted using the following applications: Windows Macintosh OS X Linux Disk Management Disk Utility Logical Volume Management (LVM)/Shell* Parted * See Linux Setup To prevent issues un-mounting volumes on Mac OSX clients, when naming the volume on the client system when manually formatting, you must use a volume label or name that EXACTLY matches the TerraBlock volume name. Never upgrade a volume to a “Dynamic disk” on Windows. TerraBlock does not support Dynamic disks on any system. 81 Creating volumes greater than 2TB in size on Windows XP x64 or Windows Server 2003 x64 is not supported. Create and format volumes over 2TB in size on the TerraBlock Server or a fibre attached Windows XP (32bit) or Windows 7 client. Never format a TerraBlock volume on a Mac as “Mac OS Extended Journaled”. Journaled volumes are not supported. When manually formatting a volume with Mac OS 10.7.2 or greater (Lion), journaling should be disabled after the volume format is complete. Journaling can be disabled using the Mac OS ‘Disk Utility’ application. Never format a TerraBlock volume on a Mac using “GUID” partition table. Be sure the volume is formatted using “Apple Partition Map” as the partition scheme. Creating Volumes larger than 8TB With TerraBlock version 6.0 and greater, Auto Format is now supported for creating volumes over 8TB in size. This applies to Single-user and Multi-user Write volumes. Volumes greater than 8TB in size are only supported using a Windows 7 64bit based TerraBlock Server. Windows XP servers do not support volumes greater than 8TB in size. Single-user Write Volumes Single-user Write Volumes (SUW) are supported but have limited use. When creating a SUW volume on a Windows 7 64bit or Mac OSX fibre channel connected client, Auto Format should be used. The volume will be formatted using GUID partition table which will prevent additional users from mounting the volume with Read Only access on other client workstations. Single-user Write volumes larger than 8TB (8000) that have been created on a Windows 7 64bit client can be changed through the ‘Change Volume’ window to a Multi-user Write Volume (MUW). It is best if the volume is intended to be MUW, to create the volume at the TerraBlock Server. Single-user Write mounted volumes that are larger than 8TB are only supported for single client workstations. Volumes will not mount Read Only on other client workstations. Single-user Write volume larger than 8TB created on a Mac OSX workstation may also be changed to Multi-user Write. This requires Media Four’s MacDrive be installed on the Windows 7 based TerraBlock Server. HFS+ Multi-user Write volumes require the installation of MediaFour MacDrive version 8 or higher on the TerraBlock Server. 82 Multi-user Write Volumes Multi-user Write Volumes (MUW) larger than 8TB (8000) must be created from the TerraBlock Server itself. Creating a volume larger than 8TB from client workstation and selecting Multi-user Write as the volume type will display the following warning: The volume will automatically create, format, and be set to Multi-user Write when created from the TerraBlock Server itself. Choose Multiuser Write as the volume type from the ‘Create Volume’ window and allow the server up to two minutes or more to complete the process. Once the process is complete, the volume will be mountable from all client workstations (Mac, Windows and Linux). Volumes larger than 8TB in size require a TerraBlock Server running Windows 7. Multi-User Write Volumes over 8TB should be performance tested on the server before use. This can be done using AJA system test or Atto Disk Benchmark. Tandem Volumes If working with External Tandem volumes, please read Appendix B: Working with External Tandem Volumes. 83 Chapter 4 – Working with Shared File System To use the Shared File System, there first must be a properly formatted volume on the TerraBlock Server. All the following steps are described in Chapter 4 – Setup and Administration. The following steps assume version 5.5 has been installed properly and all prerequisites for hardware have been met. See the “TerraBlock 5.5 Release Notes: Hardware and Software Requirements” for more information. Launching the TerraBlock Manager and Creating Volumes The easiest way to create volumes for use with the Facilis Shared File System (SFS) is by launching the TerraBlock Manager on a Fibre Channel or Ethernet attached workstation, opening the ‘Create Volume…’ dialog and selecting Mount Type: ‘Multiuser Write’ in the ‘Create Volume’ dialog. After the appropriate volume name, size, and drive group have been selected, Multiuser Write volumes will then be created, formatted using NTFS and set to Multi-user Write automatically on the TerraBlock Server. Single-user Write volumes can be switched to Multi-user Write after they have been created and formatted. Single-user Write volumes created using the Auto Format feature will be formatted automatically on Windows (NTFS) and Macintosh (HFS+) clients. Single-user Write volumes can only be created on a fibre attached client. While it is possible to use an HFS+ formatted volume as Multi-user Write by installing MediaFour MacDrive software (purchased separately) on the TerraBlock Server, NTFS format is recommended. Note: Single-user Write volumes created on Linux clients must be manually formatted with a file system (i.e. XFS) using Logical Volume Management (LVM) and/or shell commands. Single-user Write volumes formatted with XFS are not supported for use as Multi-user Write volumes. Note: When installing the Mac OSX or Linux TerraBlock Manager on a fibre client, to ensure the Multi-user Write driver is properly installed, mount a Multi-user Write volume and then reboot the client. This reboot procedure only needs to occur once, after the first initial mount of a Multi-user Write Volume. Subsequent reboots when mounting Multi-user Write volumes are not necessary. When creating and formatting a volume, be sure to choose a large enough size to accommodate the project. If necessary, volume expansion is supported. Refer to the section Change Volume: Change Size. Whenever possible, the TerraBlock Server drive rescan process should be avoided during heavy client workstation use. 84 Changing a Single-user volume to Multi-user After the format of a Single-user volume completes, the Single-user volume will be accessible to the local client system. The TerraBlock Manager will show the volume mounted for Single-user Write. On Windows clients, verify the volume appears on the client with the drive letter specified, (or in C:\volumes, if specified) in the TerraBlock Manager’s ‘Mount Point’ column. On Mac OSX clients, the volume should appear on the Mac Desktop. In order to change the attribute of the volume from Single-user to Multi-user, the volume must be un-mounted from all client workstations. When the volume is clear of all client mounts, highlight the volume in the TerraBlock Manager Volume tab and select ‘Change Volume’. In the Change Volume dialog, move the selected Mount Type from Single-user Write to Multi-user Write. Click OK to leave the dialog. . If the volume has been created as Single-user Write using ‘Auto Format’ on the TerraBlock Server itself, the change to Multi-user Write can be performed after format has completed. The volume does not need to be un-mounted from the TerraBlock Server. At this point the server will attempt to start the Shared File System software. If an error occurs, record the error message and reference the TerraBlock 5.5 Release Notes ‘known issues’ section. Only NTFS and HFS+ formatted volumes may be set to Multi-user Write Once the volume has successfully switched from Single-user to Multi-user Write, the volume will display in the TerraBlock Manager with a ‘W’ in the Sys column, and ‘Facilis’ will appear in the Volume Access Permissions pane as Mounted Writable in orange (Single-user Write). Switching a Single-user Write volume to Multi-user Write will initiate a Rescan Disks operation on the TerraBlock Server. TerraBlock Server disk rescan operations should be avoided during heavy client use if possible. Verify the TerraBlock Manager application is not running on the TerraBlock Server when using a client workstation to change volume mount type. 85 Mounting Multi-user Write volumes Once the volume has been automatically created or changed to Multi-user Write, and displays a ‘W’ in the Sys column, the user is free to mount the volume with Write or Read-Only access. If desired, on Windows clients prior to mounting the volume, use the volume ‘Mount Properties’ setting in TerraBlock Manager to set up a mount location (drive letter or C:\Volumes). For Windows, Mac and Linux clients, Persistent Mount, a mount attribute that will persist (Read/Write), can also be set. On Windows and Mac clients, the TerraBlock Manager “File System Emulation” setting is set to “ON” by default. “File System Emulation” is required whenever an Avid application is accessing a Multi-user Write volume. Once the Mount Properties are set, select the volume from the list and then press the ‘Mount’ button. The volume should turn bold green and display a ‘W’ in the local user column. In Windows Explorer, Mac OS Finder and Linux Filesystem, the volume will appear as a network drive. Verify that the contents of the volume are consistent with the previous known contents. Working with Multi-user Write volumes Windows After a Multi-user Write volume has been mounted on a Fibre Channel or Ethernet client, a Facilis Technology blue icon will appear in the Windows system tray. Holding the mouse over the Facilis icon will display the number of mounted files. Mounted files is the number of volumes that are mounted. Depending on its Mount Properties, after the mount completes, the volume will be seen in Windows Explorer as a Network Drive if it is mapped to a drive letter. Mapped in C:\Volumes, the volume will be seen as a subdirectory. The proceeding network information after the volume name will not be visible in applications using the volume. The network information cannot be removed. Macintosh After a Multi-write volume is mounted on a client and the Finder Preferences are set to view Connected Servers, the volume will mount on the Desktop as a Network Drive. To set the Mac OS Finder display preferences, select Preferences from the Finder menu or click on the Mac OS Finder icon in the Doc and press the ‘Command + ,’ keys on the keyboard. To choose this Multi-user Write Drive as a usable drive in an application, select the Computer Name to list connected drives. 86 In this example, ‘Render’ is the Facilis Multi-user Write (Shared File System) volume to be chosen for use in the Apple Final Cut Pro application. Linux When a Multi-user Write volume is mounted on a Linux client, the volume will automatically mount to a mount-point in the Linux Filesystem. When working with Multi-user Write volumes, no additional manual steps are needed to mount volumes. To un-mount Multi-user Write volumes, use the Unmount button in the TerraBlock Manager ‘Volumes’ tab. Unlike Single-user Write volumes, Multi-user Write volumes do not require you to manually un-mount them from the filesystem prior to unmounting them with the TerraBlock Manager. Because the TerraBlock Manager runs under the ROOT user, the Multi-user Write volume mount-points may need to have their permissions set in order for users and applications to access them. To set the permissions of the Multi-user Write drive mount-point, open a Terminal and as ROOT use the ‘chmod’ command in the Linux shell. Example: chmod –R 777 /<mount-point>/<volume name> 87 Chapter 5 –Volume Permissions and Workflows Users Permissions to Volumes Up to 200 users may be given permissions to over 250 volumes per server. User permissions are based on the OS login user that was created or the user created after the User and Password feature has been enabled. If multiple users require different permissions, but use the same workstation, the User and Password feature is recommended. Enabling the “Unmount Volumes on Exit” feature from the User Mode menu should be used for this type of workflow. Multiple user accounts can be created on the local machine, or users may login to the local machine through Active Directory. If logging in with Active Directory, the LDAP user feature can be used to sync and create new TerraBlock users. The login name sent to the TerraBlock server after login at a client workstation will be the basis for permissions when displaying and mounting new volumes. If the Administrator wishes the permissions to remain the same on a per client basis, the same user should be used when logging in with the TerraBlock Manager. Permissions to volumes can be granted to allow Write, Read Only or no access. Multiple users may have write permissions to a single volume. Keep in mind, while in Single-user Write mode, only the first user to mount the volume with write access will have the ability to write to the volume. All others must mount with Read Only access. Multi-user Write gives all users the ability to mount the same volume with write access. Volume Workflows for Single User Write Virtual volumes benefit from the ability to be managed on a per-project basis. The media management that project-based workflow allows will simplify the clean-up, consolidation, archive and eventual deletion of project data. A volume created for a particular project can be resized as the project grows. After the project is completed or archived, the volume can be deleted to make room for additional projects entering the facility. This flexibility offers the administrator the opportunity to be very particular about the location of media and create unique permissions to small writable volumes, or use the high-capacity volume option to create very few multi-terabyte volumes and simplify the user workflow with an open access approach. There is never a need to partition all the space immediately. The administrator may choose to create volumes only as needed for a particular week or month. Even if some static space is needed for users that create content for all projects, or require dedicated capacity for media ingest or archive operations, some of the TerraBlock storage can always be left unallocated for future needs. Volume Workflows for Multi-user Write The Facilis Shared File System (SFS) allows users to create volumes that are larger and have Multi-user Write access for multiple clients to write data. However, the media management of very large volumes can become cumbersome unless an asset management system is put in place for search ability. When moving from a Single-user Write access model to Multi-user Write, the security 88 in effect through volume-level locking will no longer apply. When using Single-user volumes, even if multiple users had write permissions, only one user could add or delete data at a time. If a volume was consistently used for write on a single workstation, all other workstations were blocked from affecting that data. In Multi-user Write, this changes so that all users have the ability to change data on any volume to which they are given write permissions. Keep this in mind when moving volumes to Multi-user write, so that writable data is not exposed to the wrong users. 89 Chapter 6 – Facilis File Migration Tool The Facilis File Migration Tool enables the user to quickly copy data between local storage or network storage and TerraBlock volumes. Facilis File Migration Tool The Facilis File Migration Tool is a cross-platform Mac and Windows copy file utility. The tool is designed to reduce the bandwidth load on the Terrablock Server. The standard drag and drop file copy in Mac OS X and Windows will copy files as fast as possible. This is often not desirable since it impacts the performance of the Terrablock Server, potentially resulting in performance issues for other clients. The Facilis File Migration Tool governs the copy speed and prevents valuable bandwidth from being used when copying and archiving. In addition, the tool copies files to TerraBlock volumes in sequential order. This ensures optimal performance for file based workflows. The File Migration Tool should always be used when copying files for file based workflows (DPX, RED, ARRI, etc.). Setup and Usage Using the Facilis File Migration Tool On the left pane of the Facilis File Migration Tool, you can select directories and files to be copied. In the right pane, choose the destination volume or directory. Facilis File Migration Tool UI 90 Click the “Add” button to add/create a ‘Job’ to be run. The job will be added to the lower pane. Files and/or directories can be selected from multiple volumes and added as separate jobs to be run at once. A job added will display a “Pending” status. Once the jobs have completed, the status will change to “Done”. A job can be removed by highlighting it in the lower pain and clicking the ‘Remove Job’ button. Multiple jobs can be added and all will be run after selecting the ‘Start Copy’ button. Set the copy speed by entering the desired number of mega-bytes per second (MB/s). Setting the MB/s is useful if you want to keep the traffic and/or load on the TerraBlock server low. Compare File Dates Checkbox This checkbox is deselected by default. In the default case, files are copied only if they do not exist in the destination. If a file has the same name and size, it will not be copied. Selecting “Compare File Dates” instructs the tool to inspect modification times of files, so if a file exists in the destination, it will be copied if it is newer. If the checkbox is off, file modification times are ignored. The checkbox is useful in cases where a file has the same name and size in the destination, but you want to copy if it is newer. Be sure the destination volume has enough space for the data being copied. After the jobs have completed, the Log tab can be selected above the lower pane to view the status of each job that has been done. If any errors are generated during the copy, check the Log for more details. 91 Chapter 7 – Facilis Project Manager / Viewer Facilis Project Manager Overview The Facilis Project Manager application allows Administrators to manage Final Cut Pro and Adobe Premiere Pro project ownership. Once a user has taken ownership of a project, that user alone will have write access to the project. All other users will have read-only access to the project. Because Facilis Project Manager can be used to manipulate Final Cut Pro and Adobe Premiere Pro Project ownership, it is recommended that the Facilis Project Manager application be used by site Administrators only. Upon launching the Facilis Project Manager, the user will be presented with the Facilis Project Manager Window. The Facilis Project Manager window is split into two panes, the Volume Name Pane and the Project List Pane. The Volume Name Pane will list any volumes that were mounted at the time the application was launched. If a volume is mounted after the Facilis Project Manager has been opened, quit and re-launch the Facilis Project Manager to see the recently mounted volume in the list. The Project List Pane will list any shared Final Cut Pro or Adobe Premiere Pro projects located on the volume selected in the Volume Name Pane. The Project List Pane contains three columns: ‘Shared Project Name’, ‘User Name’ and ‘Host Name’. The Shared Project Name column lists any shared Final Cut Pro or Adobe Premiere Pro projects that reside on the selected volume. The User Name column lists Facilis users that currently have ownership of 92 Final Cut Pro or Adobe Premiere Pro projects. The Host Name column lists the client machine that currently has ownership of Final Cut Pro or Adobe Premiere Pro projects. Facilis Project Manager Usage: Enabling Sharing In order to share a Final Cut Pro and Adobe Premiere Pro project on a Facilis volume, the volume must first have sharing enabled. 1. Select the Facilis Volume you wish to use for Final Cut Pro or Adobe Premiere Pro project sharing in the Volume Name Pane 2. Press the ‘Enable Sharing’ button. 3. The Volume will become highlighted in green in the Volume Name Pane to indicate that Facilis project sharing has been enabled on the volume. 4. A new folder called “_Facilis Project Share” will be created on the selected volume. Volumes are required to be mounted in C:\Volumes for the Windows Project Manager to function properly. The Windows Project Manager is for use with Windows Adobe Premiere only. In order for the Facilis Project Manager to manage project ownership, the Final Cut Pro or Adobe Premiere Pro project (.FCP file or .PRPROJ file) must reside within the “_Facilis Project Share” folder located on the Facilis volume. Once a volume has had Facilis project sharing enabled, copy any Final Cut Pro or Adobe Premiere Pro projects you wish to share into the “_Facilis Project Share” on the TerraBlock volume. Alternatively, Final Cut Pro and Adobe Premiere Pro projects can be saved directly into the “_Facilis Project Share” folder directly from the Final Cut Pro and Adobe Premiere Pro Application using “Save” or “Save As”. For organizational purposes, users can create sub-directories within the “_Facilis Project Share” directory. The Facilis Project Manager will see any Final Cut Pro project file (.FCP) or Adobe Premiere Pro Project File (.PRPROJ) located in sub-directories within the “_Facilis Project Share” directory. Taking or Removing Ownership It is recommended that only site administrators access Facilis Project Manager to manage project ownership. To take ownership of a Final Cut Pro or Adobe Premiere Pro project: 1. Open the Facilis Project Manager. 2. Select the volume in the Volume Name Pane where your shared project resides. Your shared project will be listed in the Project List Pane. 3. If the project does not have an owner listed in the User Name / Host Name columns, then the project is ‘unlocked’ and any user can take ownership by simply opening the project from within the “_Facilis Project Share” and saving the project. 93 Users can also take ownership by selecting the ‘Take Ownership’ button in the Facilis Project Manager. Users cannot take ownership of a project if they have received an “Access Denied” error when trying to save the project. The user must choose “Save Project As” to ensure the original project owner’s changes are not overwritten. When receiving the access denied message, attempting to save a project, a tmp.xxxxx file is produced in the projects directory. It is safe to delete these files. 4. If the project has an owner listed in the User Name / Host Name columns, then the project is currently ‘locked’ for write access by the user listed in the User / Host name columns. TAKING OWNERSHIP AWAY FROM THE CURRENT PROJECT OWNER WHILE THE PROJECT IS OPEN BY OTHER USER(S) WILL RESULT IN DATA LOSS! THE PROJECT MUST BE CLOSED FROM ALL WORKSTATIONS BEFORE TAKING OWNERSHIP. SAVE “PROJECT AS” IF NECESSARY. 5. Select the ‘Take Ownership’ button to take ownership of the project. 6. The owner that was listed as the project owner will now have read-only access to the Project. That user will no longer be able to save any changes to the project. If changes to the project had been made but had not yet been saved prior to taking ownership, in order to retain the changes, do a “Save As” from within Final Cut Pro or Adobe Premier and save as a new project. 7. The current user will now have sole write-access to the project. All other users will have read-only access to the project. To remove ownership of a project: 1. Open the Facilis Project Manager. 2. Select the volume in the Volume Name Pane where your shared project resides. Your shared project will be listed in the Project List Pane. 3. If the project does not have an owner listed in the User Name / Host Name columns, then the project is ‘unlocked’ and any user can take ownership by simply opening the project from within the “_Facilis PROJECT Share” and saving the project. 4. If the project has an owner listed in the User Name / Host Name columns, then the project is currently ‘locked’ for write access by the user listed in the User / Host name columns. REMOVING OWNERSHIP FROM THE CURRENT PROJECT OWNER WHILE THE PROJECT IS OPEN BY OTHER USER(S) WILL RESULT IN DATA LOSS! THE PROJECT MUST BE CLOSED FROM ALL WORKSTATIONS BEFORE REMOVING OWNERSHIP. SAVE “PROJECT AS” IF NECESSARY. 5. Select the ‘Remove Ownership’ button to remove ownership of the 94 Project. 6. The project will now be ‘unlocked’ and available for any user to take ownership of the project. It is recommended that site administrators install the Facilis Project Manager on a single Final Cut Pro or Adobe Premiere Pro client designated for Admin purposes and use the ‘remove ownership’ feature where possible to manage project ownership. Once work is complete on a project segment, administrators can then remove project ownership to make it available for different users to then take ownership and continue working on the project. Facilis Project Viewer The Facilis Project Viewer is intended for use by non-admin users on Final Cut Pro or Adobe Premiere Pro client machines. Its sole purpose is to allow non-admin users to see which Final Cut Pro or Adobe Premiere Pro projects are currently being shared and the current ownership status of the projects. Facilis Project Viewer is a viewer application only and has no administrative capabilities. The Enable Sharing, Take Ownership and Remove Ownership buttons are grayed out and non-functional. The Project Viewer and Project Manager should not be run from the same location. For example, if the two applications are both located on the Mac desktop, the Manager will run as the Viewer application. 95 Chapter 8 – Using the CommandApp The Facilis CommandApp provides access to functionality of the Terrablock Manager through a Command Line Interface (CLI). The CommandApp can be launched as an application or through a CLI on Mac, Windows, and Linux. Running the CommandApp as an application The CommandApp can be found in the Manager folder within the CommandApp folder on windows or at the root of the Manager folder on both Mac and Linux OS’s. It must remain there in order to run. On windows, the application should be renamed to TerraBlockManager if you want to preserve mount points set in the TerraBlockManager. To Launch 1. Double Click CommandApp or TerraBlockManager within the CommandApp folder. 2. The Application will ask if you want to enter an address for a TB server. a. If you are connecting via fibre enter “n” b. If you are connecting via Ethernet enter the IP address of the Terrablock server 3. If you have the username and password feature enabled on the server it will then prompt for the username. a. Enter the username and hit enter b. Then enter the password and hit enter (Enter ~ for no password). 4. The CommandApp will then display the list of available commands Available Commands l – List volumes: Lists the TerraBlock Manager volumes tab. Example output: s – List System: Lists the Terrablock Manager system tab. 96 Example output: r – Remount MultiWrite volumes: Remounts Multi User Write volumes after a system reboot. The volumes will mount and return to the command prompt. m – Mount volume: Begins the mount volume dialogue. 1. Enter the volume name to mount then hit enter. 2. The application will then ask if to Mount read-only a. Enter Y (uppercase Y) for yes – mount read-only b. Enter n for no – mount writable u – Unmount volume: Begins the unmount volume dialogue. 1. Enter the volume name to unmount then hit enter. c – Create volume: Begins the create volume dialogue. 1. Enter the volume name to create then hit enter. 2. Enter volumes size in GB then hit enter. 3. Enter group number then hit enter. a. The dialogue will display the groups with and the available space. 4. Create as multi user write? a. Enter Y (uppercase Y) to create as multi user write. b. Enter n to create as Single user write. q – Quit: Quits the application. 97 Running the CommandApp from a Command Line The Facilis CommandApp can be run from the CLI on Windows, Mac, and Linux. This gives users the ability to script and automate TerraBlock Manager commands. The CommandApp must remain in the manager folder in order to run. The application allows for certain variables to be set when running. CommandApp.exe -i ipaddr -u username -p password -command -i – Specify the IP address of the TerraBlock server if connecting via Ethernet. -u – Specify the username you wish to log into the Terrablock server with. -p – Specify the password if username and password login is enabled on the Terrablock server. Enter “” for no password. -h – Displays the CommandApp help menu. - command – where command is one of the following: -l -f -s -r -m -mr -e - list volumes list users list system remount multiwrite volumes mount volume mount read only unmount volume Windows On windows you will use the command prompt to run the CommandApp. You can launch the Command Prompt by going to the Start Menu and choosing ‘Run’. In the ‘Run’ window, type “cmd” and hit enter. In the command prompt “cd” to the directory containing the CommandApp. This should be the Windows Manager/CommandApp directory. From here you can launch the CommandApp with any of the variables above. The example below would cd to the Windows Manger directory in Program Files then remounts Multi User Write volumes via Ethernet from the server at IP address 192.168.1.1. The CommandApp connects to the server using user CommandAppUser with no password. cd \Program Files\Windows Manager\CommandApp TerraBlockManager.exe -i 192.168.1.1 -u CommandAppUser -p "" –r Windows 8 will require you set the application to run as an administrator in the application properties. 98 Mac/Linux On Mac and Linux you can use Terminal to run the CommandApp. After launching the Terminal you will need to first “cd” to the Mac Manager or Linux_Manager directory. Then from the prompt type ./CommanApp and the appropriate variables to launch the application. The example below would cd to the Mac Manger directory in Applications on the Mac then remounts Multi User Write volumes via Ethernet from the server at IP address 192.168.1.1. The CommandApp connects to the server using user CommandAppUser with no password. cd /Applications/Mac\ Manager ./CommandApp.exe -i 192.168.1.1 -u CommandAppUser -p "" –r For help creating automated scripts with the CommandApp contact Facilis support. 99 Appendix A – Additional Setup Tools Tools Volume Configuration The Tools volume (named “Tools” by default in the system software), is the first 1GB volume on the first group of drives in the TerraBlock system. Tools (or Tools1, Tools2, etc.) is presented as a Read-Only volume to every client that connects over Fibre Channel. Because the Tools volume is Read-Only, it cannot be formatted or changed. In order to change or reformat the Tools volume, access can be reassigned on the fly through the TerraBlock Manager or mounted remotely using the ‘Mount by Index’ feature on the TerraBlock Server. Windows: 1. Launch the TerraBlock Manager Application. 2. In the ‘Volumes’ tab, select the Tools volume. 3. Add User – select your local user with Write Permissions (you must be an Admin user to do this). 4. Select the Tools volume again, choose “Mount” with Write Access. 5. Make your changes to the Tools volume (rename, reformat, etc). Note: When reformatting, the Tools volume should be formatted using FAT32 only. 6. Reboot the client to change the Tools volume back to Read-Only. Mac OSX 1. Close any applications including TerraBlock Manager, and do not launch TerraBlock Manager on the Mac client at all during this process until instructed to do so. 2. Eject the Tools volume (apple-E) and verify it returns to the desktop. 3. Move to the TerraBlock Server, launch the TerraBlock Manager on the TerraBlock Server and in the ‘Volumes’ tab, highlight the Tools volume. 4. Select “Mount By Index” and choose the ATTO WWN index of the client workstation you’re using to change the Tools volume (see Chapter 4 – Setup and Administration, Server TerraBlock Manager). 5. Mount with ‘write’ access. In the TerraBlock Manager, ‘Volumes’ tab, verify the Tools volume now has a “W” in the ‘sys’ column. 6. Move to the Mac workstation and change or format the Tools volume. Note: When reformatting, the Tools volume should be formatted using FAT32 only. 7. If renaming the Tools Drive, after renaming the Tools Drive on the Macintosh 100 Client using the Mac OS Finder, open the TerraBlock Manager, select the Tools Drive and press the ‘Change Volume’ button. Update the Tools Drive name to exactly match the name you set when using the Mac OS Finder. Note: After renaming the Tools Drive, verify that the Tools Drive name has also been updated on the TerraBlock Server using the Disk Management utility. 8. If formatting the Tools volume, once the format process is complete, immediately launch the TerraBlock Manager on the Mac workstation. This will create the Control file (the Control file should be 3.8MB in size after creation). The Control file allows the Mac clients to communicate with the TerraBlock Server. 9. Verify that the Control file has been created and is the correct size (3.8MB). 10. Reboot the Mac client when finished renaming or reformatting in order to change the Tools volume back to ‘Read-only’. For more information on Tools drive formatting, see Tech Note 035 – Snow Leopard Tools Reformat. Mac OSX Icon Installation The Facilis TerraBlock Icon Installer is intended for use on Macintosh clients using the ATTO Fibre Channel cards only. The Facilis TerraBlock Icon Installer does not install custom icons for Multi-user write volumes. The TerraBlock System comes with custom volume icons to distinguish Facilis TerraBlock Single-user and Multi-user write volumes from others on the Mac desktop. The Facilis TerraBlock Icon Installer can be used for Fibre Channel connected Mac clients using the ATTO 4G, 8G, 16G and ATTO ThunderLink Fibre Channel devices. The TerraBlock Icon Installer is optional software and is not required for TerraBlock Server / Client functionality. To install the TerraBlock Volume OSX Icons, launch the Facilis TerraBlock Icon Installer package on the Mac client, and follow installer application instructions. The Icon Installer can be found in the Utilities folder on the TerraBlock Server or the Facilis Download Center. The Multi-user Write (MUW) Mac icon installer will change all connected server icons to the Facilis icon. The MUW Mac icon uninstaller will revert this back to defaults. 101 Additional Client Software TerraBlock clients can benefit from additional software to aid in the setup of Windows clients. This software is available from the Downloads area of the Facilis web site. Scrubber In Windows XP, the mounting and un-mounting of numerous volumes, especially Multi-server External Tandem volumes, can cause the Windows registry to become too large. Error messages may occur referencing the size of the registry, or the lack of resources to complete an operation. When this happens, volumes may appear mounted, but fail to be visible in My Computer or Disk Management. Scrubber is a Microsoft application that was designed to eliminate all entries for devices that are unused and taking up memory. Please contact Facilis support for more information on this utility. TerraBlock Manager Keyboard Shortcuts Command + ‘Letter’ for Mac OSX Alt + ‘Letter’ for Windows Volumes Tab User Tab A Add User Add Volume C Create Volume Create User D Delete Volume Delete User E Show Permissions Pane No Function F Refresh Volume list Opens File Menu G Change Permission (Within User Access pane) Change Permission (Within Volume Access pane) H Hide Application (Mac only) Change User Access (User highlighted) M Mount No Function N Change Volume for selected volume No Function O Update Read Only Copy User P Mount Properties selected volume R Remove User (Within User Access pane) No Function Remove Volume (Within Volume Access pane) U Unmount No Function 102 Appendix B – Manually Formatting Volumes Larger than 8TB When creating a volume larger that 8TB, the volume can be manually formatted if Multi-user Write is not selected when creating. From the Create Volume window, after hitting the ‘OK’ button, use the following procedure to complete the creation of a volume that is larger than 8TB. Steps: 1. Wait for the volume creation to complete. The TerraBlock Manager should display the volume with the correct size when finished. 2. Select the volume you just created and select ‘Change Volume’. 3. Change the volume Mount Type to ‘Multi-user Write’ and press OK. 4. Right-click on ‘My Computer’ and select “Manage”. 5. Select Disk Management. 6. In the lower portion of the middle pane, locate the drive you just created. 7. Right-click on the disk name (Disk number) and select properties. 8. Check the volume name and verify you are working with the correct volume. Once you have verified you are working with the correct volume, cancel out of the properties dialog. 9. Right-click on the disk name and select ‘Convert to GPT Disk’ Single-user Write NTFS volumes that have been converted to GPT will not be mountable for Read Only access on additional clients. 10. Select the unformatted space and right-click. 11. Select ‘Create New Simple Volume’ 12. Follow the prompts and select the defaults until you reach the ‘Format Partition’ window. 13. In the ‘Format Partition’ window, select the ‘Volume Label’ text entry field and enter the volume name exactly as it was created in the TerraBlock Manager. 103 The Volume Label must exactly match the Volume Name in the TerraBlock Manager in order for the TerraBlock Manager to properly mount and un-mount the volume. 14. Select ‘Perform a quick format’ and complete the drive formatting procedure. 15. Once the drive has been successfully formatted, the volume is ready for use 104 Appendix C – Working with External Tandem Volumes External Tandem RAID5 using ATTO Power Center ATTO Power Center External Tandem Volumes require the use of 3rd party software: ATTO Power Center. When creating an ATTO Power Center External Tandem Volume, the individual tandem pieces are created on the Facilis device (TerraBlock Servers or TX16 Expansion Chassis). The ATTO Power Center software is then used to complete the volume creation process. ATTO Power Center External Tandem Volumes are supported for use as Single-user Write ONLY and are platform specific, depending on the platform they are created on, Mac or Windows. Creating the External Tandem RAID5 ATTO Power Center Volume Here, the volume “HDSpan” is given a size of 500GB. Four groups are selected, consisting of the multiple servers, “TERRABLOCK24D” and “TERRABLOCK24D_2” in the server column. The TerraBlock Manager will create four volumes, one on each group selected. The resulting volume will have the designation of “Tandem” in the Group column. Third party software is required to use RAID5 External Tandem volumes. ATTO Power Center is required for Windows or Macintosh, respectively. RAID5 External Tandem volumes are not Cross Platform between Mac and Windows. Do not attempt to mount a RAID5 External Tandem volume on a platform that is different from the platform used to create the volume. If a user needs to access data on a RAID5 External Tandem volume from a platform that is different from the platform that the volume was created with, use a network re-share of the RAID5 External Tandem volume to access the volume. NTFS based RAID5 External Tandem volumes that are greater than 2TB must be created from a Windows 7 or XP 32 bit fibre connected client that has ATTO Power Center installed. 64 bit based Windows OS will force GUID Partition Table which does not support read-only functionality. When a RAID5 External Tandem volume is created and both groups from a particular TerraBlock Server or TX16 Expansion Chassis are used, those two groups will appear as one piece when viewing the individual tandem pieces in TerraBlock Manager. You will be able to see that groups 1 and 2 will be listed under the Groups column next to that individual piece. 105 Formatting the External Tandem RAID5 ATTO Power Center Volume After creation, RAID5 External Tandem volumes will exist on a single line of the TerraBlock Manager ‘Volumes’ tab. An arrow to the left of the volume name designates it as an External Tandem. When the volume name is double-clicked, the members of the RAID5 External Tandem volume are exposed. The entire volume set is mounted and un-mounted by selecting the single line-item. Before formatting, the RAID5 External Tandem volume will be seen as many separate volumes to the client station. Formatting RAID5 External Tandem Volumes – Mac The ATTO Power Center version 4.3.0 or later must be used to format RAID5 External Tandem volumes. The volumes will first appear normally as un-initialized raw devices. Do not use the OSX disk utility with these volumes, and select “Ignore” if prompted to initialize the volumes after mounting on the Mac client. Quit all applications at this time, including TerraBlock Manager. The final format step will fail if any volumes are being accessed during the process. ATTO Power Center is a licensed utility. Contact Facilis Technology to purchase a license for Power Center in order to use the RAID5 External Tandem Feature. The ATTO Power Center utility will open with the option to Create, Delete or open Utilities. Select Create. This will be followed by an option to create a Standard or RAID0 Volume. Select RAID 0. Once in the Create RAID 0 dialog, select the volumes mounted as part of the Tandem set. The names given to the volumes in TerraBlock Manager will be displayed under the Model column. Select 'Next' and proceed through the next window as well with no changes. On the third window you’re asked to provide a Name, and an Interleave. Name the volume exactly the same as the name you first gave the volume in TerraBlock Manager. 106 The Interleave should always be set to 1MB. Performance problems will occur if any other setting is used. Finish on this step and information will be given to verify before the spanned volume is created. When the rescan of the mounted volumes is complete, a successful completion dialog will appear. At this point you may choose Continue to format additional RAID5 External Tandem volumes, or quit and start using your RAID5 External Tandem volume. Formatting RAID5 External Tandem Volumes – Windows ATTO Power Center version 1.33 and later must be used to format RAID5 External Tandem volumes. The volumes will first appear normally as un-initialized raw devices. Do not use the Disk Manager with these volumes until the span is created. ATTO Express Power Center is a licensed utility, contact Facilis Technology to purchase a license for ATTO Express Power Center in order to use the RAID5 External Tandem Feature. When the Express Power Center first opens, it has no Stripe Groups or Members. Choose the “Add” button at the top of the window to show a location to enter the name of the Stripe Group. The name of the Stripe Group should be the same as the name given the RAID5 External Tandem Volume. 107 Select the Members portion of the window and click the “Add” button again. The “Add Drives” Selection window appears. Select the volumes one at a time to add into the Tandem Span. The Product ID is the name of the volume from TerraBlock Manager Click the “Add” button once for every Tandem volume to be added to the span. Once all volumes have been added to the Members area, the Interleave should be set. The Interleave should always be set to 1024KB. Performance problems will occur if any other setting is used. Set the Interleave and Save the configuration. 108 In Disk Management, initialize and create partition on the new unallocated space. NTFS based RAID5 External Tandem volumes that are greater than 2 TB must be created from a XP 32 bit fibre connected client that has Atto Power Center installed. 64 bit based Windows OS will force GUID Partition Table which does not support read-only functionality. See TerraBlock Manager Function: Volume Tab - Mount for more information on mounting External Tandem volumes as Multi-user Write for use with Facilis Shared File System. 109 Appendix D – Server Hardware Specifications Warning: Be sure to remove all power before servicing the unit. See label affixed on the TerraBlock unit for power ratings. Power Supplies Power supplies are hot-swappable while the server is in operation. Please read the following procedure for swapping a power supply unit. 1. 2. 3. 4. 5. Locate the failed power supply by the flashing amber light on the unit. Remove the AC power cord from that power supply unit. Press the green tab to the right to free the power supply from the chassis. Pull on the handle to remove the power supply. Slide the new power supply into the slot, and lock into place. 6. Attach AC power cord to the replacement power supply in the chassis. Dimensions and Weight Product TerraBlock 24D/24EX Weight with Drives 150/120Lbs 63.5/54.4 Kg Depth 28in 71.1cm Width 19 in 48.26cm Height 8 ¾ (5u) 22.2cm TerraBlock 8D 38lbs 17.23Kg 22 in 55.88 cm 19 in 48.26 cm 3.5 in (2u) 8.89 cm TerraBlock 8XS 95lbs 43Kg 25.5 in 64.77 cm 7 in 17.78 cm 18 in 46.02 TX-16 63 Lbs 28.6 Kg 25.6 in 65 cm 19 in 48.26 cm 5.2 in (3u) 13.2 cm T8 33 Lbs 14.97 Kg 11 1/8 in 28.25 cm 6 5/8 in 16.83 cm 12 in 30.48 cm Environment Max Ambient Temp: 30C / 86F Min Ambient Temp: 5C / 41F Non-Condensing Electrical Input 100-240 Vac, 3-1.5 A per power cord 50-60Hz Auto switching Multiple power sources. Disconnect all three power cords before servicing. See user guide for additional Warnings. 24D/24EX Startup: ~600W Idle: ~290W Active: ~415W 8XS / 8D (single PSU) Startup: ~250W Idle: ~120W Active: ~160W 110 Connectivity Fibre Channel Cable Fibre Channel Terminations Fibre Channel Tolerance Ethernet Cable Ethernet Connector - Multimode 50 or 62.5/125 Full Duplex LC (square small form factor) .5 DB/jump, Max 6DB/run P2P Cat5e rated for Gbit Multimode 50/125 RJ45 for Gbit LC for 10 Gb Fibre Channel Cable Specifications and Length Micron 9 µm (OS1) Single mode 50 µm (OM4) Multi mode 4700 MHz 50 µm (OM3) Multi mode 2000 MHz 50 µm (OM2) Multi mode 500 MHz 62.5 µm (OM1) Multi mode 200 MHz Max Distance by optical cable 4Gbit/8Gbit/16Gbit 10km/10km/NA 400m/190m/125m 380m/150m/100m 150m/50m/35m 70m/21m/15m Ethernet Cable Specifications and Length UTP CAT 5E, CAT 6 or CAT 7 Length Max 1Gbit 100m UTP CAT 6 or CAT 7 Length Max 10Gbit 100m Optical Fiber 50 µm (OM3) Length Max 10Gbit 300m 111