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StoneFly OptiSAN

Setup Guide
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Release 6.1 StoneFly OptiSAN Setup Guide

Table of Contents
Section 1 Preface................................................................................................................ 1
Introduction .................................................................................................................... 1
Other Resources ............................................................................................................. 1
Conventions .................................................................................................................... 1
Icons ............................................................................................................................ 2
Text Conventions ........................................................................................................ 2
Section 2 Overview ............................................................................................................ 2
IP SAN Configuration Overview ................................................................................... 2
Storage Concentrator.................................................................................................. 3
iSCSI Host Initiator Components .............................................................................. 4
Attached Storage Components................................................................................... 4
Safety Information ......................................................................................................... 5
Environmental ............................................................................................................ 5
Compliance.................................................................................................................. 5
Product Registration ...................................................................................................... 6
Contacting StoneFly for Help ........................................................................................ 6
Section 3 Installation Details............................................................................................ 6
Steps for Setting Up the OptiSAN Components ........................................................... 6
Step 1 - Getting Started ............................................................................................. 6
Step 2 - Unpacking ..................................................................................................... 7
Step 3 - Mounting Equipment.................................................................................... 7
Step 4 - Cabling the Equipment................................................................................. 7
Configuring the Storage Arrays .................................................................................. 11
Steps for Configuring the Storage Concentrators....................................................... 11
Step 1 - Configuring the Network Settings on the Storage Concentrator .............. 11
Step 2 - Setting Up Routing ..................................................................................... 18
Step 3 - Confirming Setup ........................................................................................ 19
Step 4 – Configuring Email Notifications................................................................ 20
Step 5 – Configuring the Database AutoSave Feature ........................................... 20
Section 4 Setting Up FailOver ........................................................................................ 20
Planning & Preparation............................................................................................... 21
Changing the Windows Timeout Value ................................................................... 22
Setting Up FailOver ..................................................................................................... 23
Step 1 - Setting up the Primary Storage Concentrator ........................................... 23
Step 2 - Applying the Secondary Storage Concentrator to the Cluster .................. 25
Step 3 - Assigning Hosts to the Cluster................................................................... 28
Step 4 - Checking the Status of the FailOver Cluster ............................................ 28
Section 5 Troubleshooting ............................................................................................... 29
Section 6 Definition of Terms .......................................................................................... 31
Commonly Used Terms ................................................................................................ 31

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Section 1 Preface

Introduction
This guide provides the information to successfully install and configure the StoneFly
OptiSAN product. Each component is described for physical connections and intended
use in an IP-SAN. Information for using the features of the StoneFusion software is
found in the User Guide for that component.

The StoneFly OptiSAN (“OptiSAN”) includes a pair of StoneFly Storage Concentrator


(SC) appliances and one or more StoneFly Storage Arrays. These Storage Arrays may
include one or more controller units and one or more expansion units. This guide gives
details about the basic connections between the appliances and the storage devices.
Multiple storage devices may be connected by following the basic patterns described
here.

After completing the steps in this guide, proceed to the Storage Concentrator User’s
Guide. Refer to “Section 2 – Using the Administrative Interface” for information on
how to efficiently and effectively manage data storage, data protection, and data
delivery on your network.

This setup guide is used by network or storage administrators and assumes a basic
understanding of:
Local area networks (LAN)
Ethernet and Ethernet-switching concepts
Storage area networking (SAN)

Other Resources
Other useful information regarding the set up and use of your OptiSAN can be found
in the following places:
The Storage Concentrator User’s Guide
The StoneFly Web site: www.stonefly.com
The Storage Concentrator Online Help in the administrative interface (following initial
setup)

Conventions
The tables that follow list the conventions used throughout this guide.

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Icons

Icon Type Description

Note Special instructions or information

Warning Risk of system damage or a loss of data

Text Conventions

Convention Description
Boldface word An action is required.
Type or Enter Input the requested information

Section 2 Overview

The StoneFly OptiSAN product includes several different types of components. The
IP-SAN target is built from StoneFly Storage Concentrators and StoneFly Storage
Arrays. The following information describes how to create a functioning OptiSAN
failover cluster with dual, Active-Active RAID controller arrays. Each component is
described separately before the detailed installation is described in Section 3.

IP SAN Configuration Overview


The basic OptiSAN configuration includes hosts, IP-SAN appliances, and storage
devices as shown in the following diagram:

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Building an IP SAN using a StoneFly OptiSAN

This diagram is typical of the configuration with one 10 GbE NIC, 1 dual-port Fibre
Channel HBA and a single storage device.

Storage Concentrator
The StoneFly i5000 Storage Concentrator is a 1U-sized iSCSI appliance that delivers
iSCSI target volumes to hosts over TCP connections in an Ethernet network.
Configuring and managing these iSCSI target volumes is accomplished using a
browser-based graphical user interface (GUI) resident in the Storage Concentrator.
Storage resources are connected to the Storage Concentrator through Fibre Channel
connections. The system administrator uses the graphical user interface to allocate
blocks of storage to create the iSCSI target volumes and authorizes their use by
individual host systems.

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StoneFly Storage Concentrator

The Storage Concentrator features a management port, a dual-port Gigabit Ethernet


(GbE) or a single port 10GbE card for data I/O, and a host bus adapter (HBA) for
Storage connectivity. The Storage Concentrator can be customized with different PCI
cards at the factory, selected from these options:
A dual-port Fibre Channel card (maximum of two cards)
A dual-port Gigabit Ethernet (GbE) card that provides load balancing across the two
ports (maximum of one card). Installing this card disables the on-board iSCSI
GbE port.
An optional, single-port 10GbE NIC in the place of the dual-port 1GbE NIC

The Storage Concentrator processes and virtualizes IO requests from multiple host
servers for storage resources. Management of the Storage Concentrator is
accomplished through the LAN that exists in the datacenter. Therefore, it is prudent
to set up the Storage Concentrators’ Storage Area network (SAN) on a dedicated
Gigabit Ethernet storage network that is operating independently of the LAN.

You must set up a dedicated subnet running on a 10/100/1000 Mb/s network to prevent
management of the IP SAN from interfering with data I/O traffic.

iSCSI Host Initiator Components


An iSCSI host initiator is the component of a server that “initiates” or originates
storage commands. There are three ways to set up iSCSI host initiators to work with
the Storage Concentrator:
1. Using software-based iSCSI initiators that are connected to the OS storage
stack and present disk drives in the same way as an iSCSI HBA. This
configuration requires a NIC (Network Interface Card) to connect to the Gigabit
Ethernet SAN network.
2. Using an iSCSI adapter that interfaces with the host operating system (OS) in
the same way as a storage device's Host Bus Adapter (HBA).
3. Using a TCP Offload Engine (TOE) adapter card to offload the computing-
intensive processing associated with maintaining a TCP/IP connection. The TOE
card is used with a software-based iSCSI initiator described above.

Attached Storage Components


A major consideration in installing an OptiSAN is the attached storage. Attached
storage uses Fibre Channel RAID (Redundant Array of Independent Disks) devices
with or without additional Expansion Units. These Storage Arrays connect directly to
the Fibre channel HBA ports on the Storage Concentrator. The maximum number of
direct connections is four. A diagram of the maximum storage configuration is below.

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Safety Information
Please review the following safety information completely before installing your
Storage Concentrator.

Environmental
Requirements for power and network availability must be taken into consideration
when planning where to place your Storage Concentrator. The space should have well
regulated temperature and humidity and should be relatively free of dust and other
contaminants. The list below provides specifics on the environmental requirements:

Operating temperature: +50 F to +95 F (10 C to 35 C)


Power consumption: maximum 217 Watts (743 BTU/hour), minimum 200 Watts (687
BTU/hour)
Altitude: -50 to 10,000 feet (-16 to 3048 meters)
Relative humidity: 8% to 80% (non-condensing)

Compliance
FCC 47 CFR Part 15, Class A
CSA C1088, Class A
UL 60950; CUL 60950

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CE Mark (EN 455022, Class A/EN 455024)

Product Registration
To initiate StoneFly customer service for your product, you must first register the
Storage Concentrators. Go to the StoneFly web site at:
www.stonefly.com/support/register.asp or mail in the registration card that was
included with your Storage Concentrators.

Please have the following information available when registering your Storage
Concentrators:

Model Number:________________________ ________________________________


Serial Number:________________________ ________________________________

Contacting StoneFly for Help


Please have the following information available when contacting StoneFly technical
support for assistance:

Model Number:________________________ ________________________________


Serial Number:________________________ ________________________________
Software Version:______________________ ________________________________
Initiators:_____________________________ ________________________________
Storage:_______________________________ ________________________________
Storage Serial Number(s)_______________ ________________________________

To contact StoneFly call 888-786-6335 (Select Support form the menu), 24 hours a day,
7 days a week, or go to the StoneFly web site at: www.stonefly.com.

Section 3 Installation Details

Steps for Setting Up the OptiSAN Components


This section will provide step-by-step instructions for initial system configuration and
hardware setup of the StoneFly OptiSAN.

Step 1 - Getting Started


Before beginning the setup process, make sure you have received or gathered the
following equipment and information:
Two Storage Concentrator appliances
One or more StoneFly Storage Arrays with two FC cables for each array
A Windows PC or Linux computer or laptop using Internet Explorer 5.0 or later
(Windows PC only) or Netscape 4.7 or later (Windows PC or Linux)

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The computer above must be configured to communicate with IP address 192.168.0.254.


In preparation for using this PC to configure the Management Port IP Address,
you may enter the following:
1 For Windows: At a DOS prompt, type: route add 192.168.0.254 mask
255.255.255.255 < IP address of this computer>
2 For Linux: At a Shell prompt type: /sbin/route add 192.168.0.254 gw < IP
address of this computer>
3 It is also possible to use a serial cable and a console login. See the
Service Menu section of the User’s Guide for complete details.
A network cable between the PC and the local switch. The PC and the SC must be
plugged into the same switch.
Network settings specific to your network for the Storage Concentrator Management
port:
1 IP address
2 Network setting
3 Broadcast IP setting
4 Netmask setting
5 Gateway setting

Step 2 - Unpacking
Unpack the hardware from the boxes. You will find:
A pair of StoneFly Storage Concentrators (a 1U-sized appliance), with the front bezel
attached
Power cords
A product registration card for the Storage Concentrators
A documentation CD-ROM with the Storage Concentrator User’s Guide, and all other
documentation
A CD-ROM for system recovery
This setup guide
The OptiSAN Storage Arrays ready for rack-mounting

Step 3 - Mounting Equipment


Mounting rails should be installed on any units requiring them. The Storage Array
User Guide includes specific instructions on how to make the attachments. Place all
the equipment in its operational environment.

A simple OptiSAN is 5U high comprising two SC’s and one Storage Array. Note that
the SAS cables connecting the Storage Arrays and the Expansion Units are short. The
length of the cables dictates these units must be rack mounted very close to each
other. If more Expansion Units will be added later it is best to allow room for them at
the initial installation of the OptiSAN.

Step 4 - Cabling the Equipment


The cabling plan is straightforward to describe and must be followed to make the
OptiSAN completely functional. The following description shows the steps for two

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Storage Concentrator components, two storage arrays, and one expansion unit.
Additional storage components are connected in a similar manner.

Storage Concentrator Ethernet connections are made between one or more switches
and the Ethernet ports on each Storage Concentrator in the cluster. In a configuration
with dual-gigabit Ethernet connections in each Storage Concentrator both connectors
in the PCI slot must be filled with standard Cat5 or Cat6 cable. A clustered pair of
Storage Concentrators presents several configurations of Ethernet ports: (maximum
per cluster)

1 Six 1 GbE ports


2 Ten 1 GbE ports
3 Two 10 GbE ports (four ports later)

In each case half the Ethernet ports are available on each member of the cluster.
These ports may be connected to a single switch or two redundant switches. The
cables may be cross-connected or ganged so that both cables from a Storage
Concentrator connect to the same switch. All configurations are based on the
interconnect link that must be used with redundant switches as seen in the diagram
below.

The back of the i5000 Storage Concentrator cluster with dual-port 1 GbE NICs is:

The back of the i5000 Storage Concentrator cluster with quad-port 1 GbE NICs is:

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The Quad-port configuration has up to 5 Ethernet ports for the IP-SAN in each
Storage Concentrator. Ports can be selected for use later through the GUI. Not all
ports must be used. Any grouping of ports is allowed. The ports may be connected to
the switches in any convenient placement. The recommended configuration is to have
the connections equally divided between the two switches.

Use the two gigabit Ethernet ports at the right side of each picture above for the SAN
connections. One circled Management Port from each Storage Concentrator should be
connected to a convenient LAN switch.

Cabling the Storage Arrays to the Storage Concentrator requires two Fibre Channel
cables for each array. Each array is connected to each Storage Concentrator with one
cable. The connections to the storage arrays must be configured exactly as described.
The GBIC modules must be placed in the proper slot. The correct slots are diagonal
from each other on the two controllers as show in the following picture:

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Each of these Fibre Channel connections is connected to one of the Fibre Channel
ports on the back of each Storage Concentrator. The connections to the Storage
Concentrator may be to either of the two ports in each SC. No other Fibre Channel
connections are allowed for a StoneFly Storage Array. Additionally, an Ethernet LAN
connection should be made to each controller. The Ethernet connections allow access
to the Storage Array’s user interface. If the Storage Array controller GBICs are
packed separately please install them according to picture above.

The following picture is a suggestion for connecting two StoneFly Storage Arrays to an
OptiSAN i5000 cluster:

Connect to the First Array Connect to the Second Array

The last stage of cabling for OptiSAN components is for Storage Array expansion
units. The expansion units use a SAS cable to connect both controllers in the Storage
Array to the input connectors of the expansion unit. In the picture below a single
Storage Array is connected to a single expansion unit. If more expansion units are
being used, connect another set of two SAS cables between the output connectors on
the first expansion unit and the input connectors on the second expansion unit.

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SAS cables between Array and Expansion

Configuring the Storage Arrays


The StoneFly OptiSAN components are configured before being shipped. This includes
the configuration of the Storage Array. The desired RAID configuration should
already exist on the Storage Array and need no further adjustments. Please refer to
the user Manual for the Storage Array to set a unique IP Address in the controllers.
The management screens for the Storage Array may be accessed after installation to
reconfigure the array or to check the status of drives. Refer to the Storage Array User
Guide for instructions on enabling email notifications in the RAID controllers.

Steps for Configuring the Storage Concentrators

Step 1 - Configuring the Network Settings on the Storage Concentrator


The iSCSI Host Gigabit Ethernet (GbE) port, the Management GbE port, and the
default gateway must be configured for the Storage Concentrator to communicate on
your network. The following process must be completed on each of the i5000 Storage
Concentrators before the cluster can be established. Refer to Section 4 for information
on forming the Storage Concentrator cluster.

Additionally, if there are hosts on other networks that need access to the Storage
Concentrator, routing information for those hosts must also be configured.

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Do not connect your SCSI storage resources until after initial configuration is completed. For
more information, see “Connecting to Storage Resources” on page 24.

Configuring the PC to communicate with the SC management Port

The PC must be configured to communicate with IP address 192.168.0.254. In


preparation for using this PC to configure the Management Port IP Address, you may
enter the following:
1 For Windows: At a DOS prompt, type:
route add 192.168.0.254 mask 255.255.255.255 < IP address of the PC>
2 For Linux: At a Shell prompt type: /sbin/route add 192.168.0.254 gw < IP
address of the PC>
3 The PC and the Management Port cables must be connected to the same switch
for these instructions to work Ping the address 192.168.0.254 to confirm that
your setup is correct. It is also possible to use a laptop PC that is directly
connected to the Management Port.
4 It is also possible to use a serial cable and a console login. See the Service Menu
section of the User’s Guide for complete details.

To configure the network settings for the Local iSCSI Data port and the
Management Port, perform the steps that follow: (Use the picture above as a
guide)
1 Connect the pre-configured PC to an SC in one of the manners above.
2 Connect the power cord to the power cord connection on the back panel.
3 With the front bezel removed power on the selected Storage Concentrator. It will
take several minutes for the Storage Concentrator to boot. Only power up one of
the SC’s at first. Once the IP Address is set for the first SC the second SC may
be powered up. They both have the same IP Address when taken out of the box.

CD Drive Power

Boot Drive

Front panel of the Storage Concentrator i5000

4 Launch your web browser. In the URL address field, type:


https://192.168.0.254

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A security alert screen appears. The screen will be different depending on which
browser you are using.
5 Follow the screen prompts to accept the security certificate. The number of
screens will vary depending on which browser you are using. When the security
certificate is accepted, the Storage Concentrator administrative interface login
screen appears.

Storage Concentrator login screen

6 In the User ID field, type: stonefly


7 In the Password field, type: stonefly
8 Click Submit. The Home screen appears.

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Storage Concentrator Home screen

9 Click System. The System Management screen appears.

10 Click Admin. The System Admin screen appears.

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Storage Concentrator System Admin screen

11 Enter a system name for the Storage Concentrator.

The default number of log records is 2000, which is sufficient for most
installations.

12 Click Submit.
13 Click Network. The network Local iSCSI Data Port Settings screen appears with
a blank setting for the IP Address.

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Storage Concentrator Local iSCSI Data Port Settings Screen with Quad-port NIC

14 Enter the IP Address for the Local iSCSI Data port.


15 Enter the Netmask setting for the Local iSCSI Data port.

Insure that the iSCSI Data Port IP Address and the Management Port IP
Address are in different subnets.

16 Click Submit.
17 Click OK to continue when the confirmation dialog box appears. The Storage
Concentrator automatically configures the Network and Broadcast settings
based on the IP address and Netmask settings. Click on the Advanced: Network/
Broadcast link to view or modify the Network and Broadcast settings. For more
information, see “Using the Administrative Interface” in the Storage
Concentrator User’s Guide.
18 Review the status of all SAN Network Interfaces to select which ports will be
used. It is not necessary to select all available ports. All ports selected must
have cables attached to them to maintain the proper cluster configuration and
operation. The Id button is used to flash the link light on a specific port. Select
a port by clicking on the box in the Bond column. Changes are not enforced
until the next reboot. At first power up a default configuration is presented.
Changing the default settings requires a reboot of the Storage Concentrator.
Navigate to the System->Admin screen and click on Reboot. If no changes are
desired continue to the next step to configure the Management Port.
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19 Click on Management Port. The Management Port Settings screen appears.

Storage Concentrator Management Port Settings Screen

20 Enter the Default Gateway setting.


21 Enter the IP Address for the Management port.
22 Enter the Netmask setting for the Management port.

The Storage Concentrator automatically configures the Network and Broadcast


settings based on the IP address and Netmask settings. Click on the Advanced:
Network/ Broadcast link to view or modify the Network and Broadcast settings.
For more information see, “Using the Administrative Interface” in the Storage
Concentrator User’s Guide

.
Changing the IP address of the Management port will cause your browser to lose its
connection to the Storage Concentrator. To access the Storage Concentrator, set your
browser’s URL to point to the new IP address

23 Click Submit. The following screen should appear.

.
Depending on the speed of your browser connection, you may not see this screen. Your
changes will still take effect, however you will need to manually set your browser’s URL to
point to the new IP address

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System Management GbE Port Change screen

24 Click on the new IP address to confirm the change to the Management Port
setting.

Step 2 - Setting Up Routing


To access a host on other networks, routing information to those networks must be
configured in the System Management Network Routing screen. A route must be
added if the host has a network setting that is different from the one listed in the
iSCSI Host GbE Port Settings screen.

For example, if the Storage Concentrator network setting is 26.34.128.0 and the host
network setting is 106.39.212.0, a route to the host must be configured on the Storage
Concentrator.

To configure the routing information, use the steps that follow:


1 On the System Management Network screen, click Routing. The Routing
screen appears.

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Storage Concentrator System Management Network Routing screen

2 In the Add New Route fields, enter the Network, Netmask, and Gateway settings
for the new route.
3 Click the Add check box.
4 Click Submit.

Step 3 - Confirming Setup


It is important to confirm that the Storage Concentrator is configured properly to
communicate on your network before completing the configuration process covered in
the “Using the Administrative Interface” chapter of the Storage Concentrator User’s
Guide.

Preparing for the Confirmation Process

1 Shutdown both of the Storage Concentrators.


2 Make sure all Storage Arrays and Expansion Units are properly cabled to the
Storage Concentrators.
3 Power up all Storage Arrays and Expansion Units. Confirm the LCD screens on
the Storage Arrays say “Ready”.
4 Power up both Storage Concentrators.

To confirm that the Storage Concentrator is configured properly, do the


following:
1 Launch your web browser. In the URL address field, type the IP address you set
up for the Management GbE port during the configuration process. Be sure to
include https:// in the address.

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.
The browser will display an alert regarding the security certificate for the site. This occurs
because the IP address for the Storage Concentrator was changed from the factory default to
one appropriate for your network.

2 Follow the screen prompts to accept the certificate. The number of screens will
vary depending on which browser you are using.

When the security certificate is accepted, the Storage Concentrator


administrative interface login screen appears.

If the administrative interface login screen does not appear, repeat the steps
listed in “Configuring the Network Settings” on page 14.
.

3 Click System and then Network to confirm the network settings.


4 Click iSCSI Host GbE Port and confirm the settings.
5 Click Management Port and confirm the settings.
6 Click Routing and confirm the settings.
7 Click Resources and confirm that the desired RAID LUNs appear in the table.
This is a good time to click on the “Managed” box for each LUN and then
Submit.

Step 4 – Configuring Email Notifications

Once the network address is applied to the Management Port it is possible to configure
email notifications for the Storage Concentrators. It is also possible to configure email
notifications on the Storage Arrays now that these units are powered up and
recognized by the SC.

The SC User Guide and the Storage Array User Guide both contain information on
using the user interface to specify email addresses and SMTP addresses to send
emails.

Step 5 – Configuring the Database AutoSave Feature

The Storage Concentrator uses a database to hold information about the volumes and
resources in the SAN. This database should be saved on an external media using the
AutoSave feature of the Storage Concentrator. Please consult the SC User Guide for
instructions on how to enable the AutoSave feature now.

Section 4 Setting Up FailOver

This section will provide step-by-step instructions for setting up Storage Concentrators
for FailOver.
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Before setting up a FailOver cluster, each Storage Concentrator must be set up using the
procedures in Section 4, “Initial Installation”. Failure to do so can result in damage to the
Storage Concentrator and/or interruption of network services.

When setting up a FailOver Cluster, the following storage considerations must be


followed:

The storage must be configured such that both Storage Concentrators can each view all
LUNs. The storage device must have two host ports or controllers. All LUNs or
volumes created must be accessible through both controllers. Any modifications
to the factory-supplied configuration must observe this requirement.
Fibre Channel connections configured through a switch must be zoned correctly to
make the LUNS visible to both units in the FailOver configuration.
Users can employ two Gigabit Ethernet switches and two Fibre Channel switches for
full redundancy, but this is not required for FailOver Clusters to operate
properly.

For more information on setting up a FailOver Cluster, see the Storage Concentrator
User’s Guide.

Planning & Preparation


Determine the IP Addressing Scheme for the FailOver Cluster Configuration. See the
diagram below.

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Typical FailOver Storage Concentrator configuration.

One SC must be designated as the Primary unit and the other as the Secondary unit.
A sample addressing scheme is as follows:

Table 1: Sample Cluster Addressing Scheme

Cluster IP Settings Example Record the Site IP Settings Below


Shared iSCSI GB Port IP Address 10.10.80.80

Primary iSCSI GB Port IP Address 10.10.80.81

Secondary iSCSI GB Port IP Address 10.10.80.82

Primary Management Port IP Address 10.10.250.5


Secondary Management Port IP
10.10.250.6
Address
Storage Array Management IP Address 10.10.250.7

Steps to Complete Before Setting Up the System:


a. Read the Release Notes thoroughly. These can be found either with your
systems or on the StoneFly support website (www.stonefly.com under the
support tab.).
b. Verify your Host Initiators are at the most current revision levels. For example,
if you are using the Microsoft Windows iSCSI Initiator, obtain the latest version
from Microsoft.
c. If you are using Windows, the disk driver "TimeOutValue" must be changed to a
value of 300 seconds. Please refer to the section below for instructions on how to
make this change.
d. Cable the Primary Storage Concentrator to the first Port on your Storage Array
and the Secondary Storage Concentrator to a second Port on your Storage Array.
e. For existing StoneFly IP SAN configurations, shutdown all Hosts on the IP SAN
before setting up the Failover configuration.
f. Verify that you can see the storage resources from both the Primary and
Secondary Storage Concentrators. This can be accomplished by viewing the
Resources page in the Administrative Interface of both Storage Concentrators.

Changing the Windows Timeout Value


When a Storage Concentrator in a Cluster is evaluating whether to perform a FailOver
operation, it must allow enough time for the underlying storage subsystems to perform
its request. When the Storage Concentrator determines that a failure has occurred,
the FailOver process begins.

To allow sufficient time for the FailOver, the disk timeout value that Windows uses
must be changed. The default value is 10 seconds. The value is not large enough to
allow a full FailOver. The Operating System by default would think that an error has
occurred and potentially return an error to the application. By extending the timeout

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value, the Storage Concentrator has the appropriate time needed to perform the error
analysis, and then perform the FailOver. To achieve this, manually adjust the
number to 300 seconds.

Warning: Altering the Windows registry incorrectly can render your system
Inoperable. Perform the following steps with caution.

a. Download the file DiskTimeOutValue.reg from the StoneFly Support site.


Search on "TimeOutValue" at http://www.stonefly.com under the support tab
b. Copy the file to your Windows Host.
c. Double click on the file. This will modify your W2K Disk driver TimeOutValue
to 12C. 12C is the HEX value for 300 seconds.
d. Reboot your Host for the change to take effect.
e. Run Regedit and verify the following setting:
HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Services\Disk
"TimeOutValue"=12C

Setting Up FailOver
Setting up FailOver is a four-step process: First, at the Primary Storage Concentrator,
you must enter the Management Port IP address of the Storage Concentrator that is
applying to become the Secondary Storage Concentrator in this cluster. Additionally,
setup a cluster iSCSI IP address to which the hosts will point. Second, at the Storage
Concentrator that is applying to become the Secondary Storage Concentrator, you
must enter the Management Port IP address of the Primary Storage Concentrator in
this cluster. Third, the hosts must be configured to use the cluster iSCSI IP Address.
Finally, the fourth step is confirming a correct cluster configuration.

Step 1 - Setting up the Primary Storage Concentrator


To set up the Primary Storage Concentrator, use the steps that follow:
1 Launch the administrative interface using the Management GbE port IP
address of the Storage Concentrator that is the Primary Storage Concentrator
in the cluster.
2 Log into the administrative interface with your user ID and password.
3 Click System.
4 Click Admin and then FailOver. The FailOver Setup Cluster screen appears.

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System Management FailOver Setup Cluster screen

The information on the screen includes:


Allowed Cluster Member Management IP Address: The Management port
IP address for the Secondary Storage Concentrator in the cluster is entered here.
Cluster iSCSI IP Address: The IP address that allows hosts to connect to the
storage volumes that are part of the cluster will be entered here.

The Cluster iSCSI IP Address must be different from the iSCSI Host GbE IP address. If you
need to use the IP address of the Local Host GbE for the Cluster iSCSI IP address, change
the IP address of the Local Host GbE before submitting the settings.

If the cluster iSCSI IP address is changed at the Primary Storage Concentrator, all hosts
initiators must be reconfigured with the new cluster iSCSI IP address.

Local Host GbE IP Address: By default, the IP address for the iSCSI Host
GbE port appears here. Change this field only if this IP address is used for the
Cluster iSCSI IP address.

5 In the Allowed Cluster Member GbE IP Address field, enter the


Management GbE port IP address for the Storage Concentrator that is applying
to be the Secondary Storage Concentrator in this cluster.
6 In the Cluster iSCSI IP Address field, enter the IP address that allows hosts
to connect to the storage volumes that are part of the cluster.
7 The IP address that was entered for the iSCSI Host GbE port during initial
setup appears in the Local Host GbE IP Address field.
8 Click Submit. The following screen appears.

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System Management Cluster Setup screen - after submitting

This screen displays until the Storage Concentrator that is applying to be the
Secondary Storage Concentrator in this cluster has applied and is accepted.

If the Allowed Cluster Member GbE IP Address of the Storage Concentrator that is applying
to be the Secondary Storage Concentrator is changed before the Storage Concentrator has
applied and been accepted, the Storage Concentrator will not be allowed to join the cluster.
For more information on applying to the cluster, see “Applying the Secondary Storage
Concentrator to the Cluster” on page 31.

The Delete Cluster button allows you to remove the Storage Concentrator from
the cluster. For more information, see “Making a Storage Concentrator a Stand-
Alone System” on page 35.

Step 2 - Applying the Secondary Storage Concentrator to the Cluster

To apply from the Secondary Storage Concentrator to the cluster, use the
steps that follow:

1 Launch the administrative interface using the Management GbE port IP


address of the Storage Concentrator that will be the Secondary Storage
Concentrator in the cluster.
2 Log into the administrative interface with your user ID and password.
3 Click System.
4 Click Admin and then FailOver
5 Click Apply to Cluster. The following screen appears.

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System Management FailOver Apply to Cluster screen

6 In the Apply to Cluster field enter the Management port IP address of the
Primary Storage Concentrator in the cluster.
7 Click Submit. The following message appears.

8 Click OK to continue.

The message indicates that this Secondary Storage Concentrator is applying to


join the cluster. The following screen appears and remains displayed until the
Secondary Storage Concentrator is accepted as a member of the cluster.

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Set Up FailOver - Applying to Cluster screen

When the Secondary Storage Concentrator is accepted as a member of the


cluster, the following screen appears.

To see the following screen, you must refresh your browser. The Secondary unit will join the
cluster, but the screen will remain unchanged until the browser is refreshed.

System Management Apply to Cluster - accepted to cluster

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The information at the top of the screen confirms that this Secondary Storage
Concentrator has joined the cluster that is being controlled by the Primary
Storage Concentrator named on the screen.

When a Storage Concentrator has applied to or been accepted to a cluster as the


Secondary Storage Concentrator, only the following functions are available from
that Storage Concentrator.
Initiating a FailOver event.
Making the Secondary Storage Concentrator a stand-alone system
Rebooting the Storage Concentrator
Shutting down the Storage Concentrator

Step 3 - Assigning Hosts to the Cluster


In order for a host to be protected by the Secondary Storage Concentrator in a
FailOver event, the host initiator must be configured to point to the cluster iSCSI IP
address that is designated at the Primary Storage Concentrator Cluster Setup screen.

If the cluster iSCSI IP address is changed at the Primary Storage Concentrator, all hosts in
the cluster must be reconfigured with the new cluster iSCSI IP address.

To configure the host initiator to point to the cluster iSCSI IP address, do one of the
following:
1 At the host initiator, configure the host to point to the target at the cluster
iSCSI IP address designated on the Primary Storage Concentrator Cluster Setup
screen. For more information on configuring the host initiator, see the
documentation that is provided with the iSCSI initiator installed on the host
system.
2 The current Local Host GbE IP address may be entered in the Cluster iSCSI IP
Address field. If you use the IP address of the Local Host GbE for the Cluster
iSCSI IP address, change the IP address of the Local Host GbE before
submitting the settings.

The Cluster iSCSI IP address must be different from the iSCSI Host GbE IP address. If you
use the IP address of the Local Host GbE for the Cluster iSCSI IP address, change the IP
address of the Local Host GbE before submitting the settings.

The Cluster IP address and the Local Host GbE IP address must be on the same subnet

Step 4 - Checking the Status of the FailOver Cluster

To check the status of the FailOver Cluster members at any time, use the diagnostics
screen.

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From the main menu:


1 Click System.
2 Click Diagnostics. The Diagnostics Screen appears:

Upper Portion of the System Diagnostics Monitors Screen.

The upper portion of the Monitors Screen displays the status of all the services
for both members of the FailOver Cluster. The default System Name is “SC(IP
Address of the Unit)”. For the cluster to function properly all Monitors for both
the Primary and Secondary Storage Concentrators must be Healthy. Any
monitors with a status of Unknown, Failed or Critical should be investigated
at the earliest opportunity. No failovers will occur if the monitors are not
Healthy on the Secondary Storage Concentrator.

Refer to the User Guide for complete details on the Diagnostics screen.

Section 5 Troubleshooting

Refer to the following table for helpful hints on solving some of the most common
problems. If you cannot find a resolution to your problem here, contact StoneFly Call
858-678-2430, 24 hours a day, 7 days a week.

For FAQ's and Videos go to the support section of the StoneFly web site at:
www.stonefly.com

Problem Possible cause Solution

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The Storage Concentrator The computer is not on Ensure that the computer is running a
administrative interface the same network. supported browser and is on the same
is not accessible from the network or subnet as the Storage
computer. Concentrator.
An incorrect IP address Try the following:
was typed in the • Verify and retype the IP address in the
address line of the browser.
browser. • Make sure the IP address begins with
https. The IP address does not begin
with http.
Incorrect network For the correct settings, see “Configuring
settings were entered the Network Settings” on page 14.
during installation.
The network cable is Try the following:
not properly connected • Check all network cable connections.
to the computer or the For the correct cable connections, see
Storage Concentrator. “Connecting to the Network” on page 18.
• Make sure the network cable is not
damaged.

The Storage Concentrator The cable is not a Use a network crossover cable.
cannot be configured network crossover
using the factory- cable.
supplied IP address.
The network crossover Plug the network crossover cable into
cable is plugged into the Management Gigabit Ethernet (GbE)
the incorrect port on port on the back of the Storage
the back of the Storage Concentrator. See, “Configuring the
Concentrator. Network Settings” on page 13.
The computer is not Configure the computer to communicate
configured to in the 192.168.0.0 network.
communicate in the
192.168.0.0 network.
Receive Disk Timeout The Windows Disk Change the Windows Disk Timeout
Errors on the Hosts Timeout Registry Value to 300 seconds.
During Failovers needs to be increased.

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Section 6 Definition of Terms

Commonly Used Terms


The following list of commonly used terms relate to the tasks involved with setup. For
a comprehensive glossary of terms, see Appendix 1 in the Storage Concentrator User’s
Guide.

Access Control List (ACL)


A list that controls which hosts have access to which volumes. When a host attempts
to log in, the Storage Concentrator authorizes and allows access based on the list.

Adaptive Load Balancing


In Ethernet networking, a feature that allows for more than one path to the storage.
With dual, teamed gigabit Ethernet ports and Adaptive Load Balancing, the multiple
adapters provide emergency backup protection, as well as increased bandwidth. If one
port goes down, the other port automatically accepts the additional load. There is no
interruption in server operation because the two ports appear as one IP address to the
server.

Asynchronous Mirroring
Primarily used for replication to a remote site, asynchronous mirroring operates by
keeping track of block-level changes in volumes and then transmitting only changes to
the remote copy, continuously replicating data to a local or remote site to preserve
data integrity.

Campus Remote Storage Concentrator


The Storage Concentrator in a campus configuration that presents mirror images to
the local Storage Concentrator(s) for use as Campus Mirror Images. This Storage
Concentrator is close enough that a very high-speed, low-latency link (such as Gigabit
Ethernet) is used to connect the Local and Campus Remote locations.

Clusters
A cluster consists of two Storage Concentrators. In a clustered system there will be one
Primary and one Secondary Storage Concentrator.

A cluster appears as a single entity to hosts on the network.

FailOver
Failover is the automatic substitution of a functionally equivalent system component
for a failed one. FailOver automatically redirects user requests from the failed or down
system to the backup system that takes over the operations of the primary system.

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Host
A computer connected to storage. Typically, a host is a server that accesses and
consumes storage through its applications and services.

iSCSI
iSCSI is a protocol that enables the transmission of block-level SCSI data between
storage resources and computers over a standard IP network. iSCSI combines
Ethernet-based IP networking with the SCSI command set, which is the local
management system (LMS).

StoneFly Storage Concentrator


A Storage Concentrator is one component of an IP SAN installation. The typical
configuration is a 1U appliance to manage the IO flow in the IP SAN. The Storage
Concentrator does not contain disk drives for the IP SAN as is the case with Integrated
or High Availability Storage Concentrators. Storage devices are connected to the
Storage Concentrator to complete the IP SAN installation. Two Storage Concentrators
frequently act together in an Active-Active Failover Cluster Pair.

Primary Storage Concentrator


The Primary Storage Concentrator is the Storage Concentrator in a cluster that
displays the User Interface. The Primary Storage Concentrator configures the volumes
and backend sessions on both Storage Concentrators in the cluster.

Secondary Storage Concentrator


The other Storage Concentrator in a FailOver cluster. The Secondary Storage
Concentrator does not present the user Interface for the cluster. It is managed
through the user interface being controlled by the Primary Storage Concentrator.
TM
StoneFly Reflection
StoneFly Reflection synchronous mirroring provides high speed Storage Concentrator-
based mirroring to a local or campus site.

StoneFly Snapshot
StoneFly Snapshot creates virtual, temporary, and perishable point-in-time images of
an active live volume. Snapshot volumes appear to the host as if they were regular
volumes and can even be written to while preserving the original. Snapshots can be
created nearly instantaneously requiring less time to suspend applications and far less
server overhead for backups. The primary benefits of Snapshots are their smaller
storage requirements and their low system overhead. Snapshots persist across reboots
and can be mounted and accessed just like any other volume. See the User’s Guide for
specifics about scheduling and retention limitations on snapshots.

Storage Concentrator
The Storage Concentrator delivers iSCSI target volumes to hosts over TCP connections
in an Ethernet network. Configuring and managing these iSCSI target volumes is
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accomplished using a browser-based graphical user interface (GUI) resident in the


Storage Concentrator. Storage resources are connected to the Storage Concentrator
through a parallel SCSI connection or other connections. The system administrator
uses the graphical user interface to allocate blocks of storage to create the iSCSI target
volumes and authorizes their use by individual host systems.

Storage Configuration Data


The Storage Concentrator compiles its configuration data in files and databases that
are resident on the Storage Concentrator. This configuration data describes how each
block of storage is allocated to a specific SCSI volume. The Storage Concentrator
provides several ways to save and restore this configuration data, to ensure the
consistency and continuity of customer data files.

Storage Resource (Device)


A disk drive or RAID (Redundant Array of Independent Disks) subsystem and the
data-storing media it contains. It is sometimes referred to as a physical volume or a
storage volume.

Synchronous Mirroring
Mirroring prevents critical volumes from being a single point of failure and is a
powerful tool for a wide variety of data protection and disaster recovery
implementations. Synchronous mirroring provides continuous access to a volume
without interruption to data availability by substituting an exact mirror image,
simplifying disaster recovery and reducing system downtime.

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Copyright 2008 StoneFly, Inc.


All rights are reserved. No part of this document may be photocopied or reproduced
without the prior written consent of StoneFly.

The information contained in this document is subject to change without notice.


StoneFly shall not be liable for errors contained herein or for consequential damages
in connection with the furnishing, performance, or use of this material.

StoneFly, the StoneFly logo, Storage Concentrator, ISC, StoneFly Replicator CDP,
StoneFly Reflection, and StoneFly Backup Advantage are property of StoneFly, Inc., a
wholly owned subsidiary of Dynamic Network Factory.

Other brands and their products are trademarks or registered trademarks of their
respective holders.

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Copyright StoneFly, Inc. 2008
StoneFly, Inc.
21353 Cabot Blvd.
Hayward, CA 94545
(858) 678-2444
(888)StoneFly
www.stonefly.com
www.iscsi.com

Doc. 100341 Rev. C


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