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IBM SONAS Implementation Guide

Book Description

IBM® Scale Out Network Attached Storage (SONAS) is a scale out network-attached storage offering that is designed to manage vast repositories of information in enterprise environments that require large capacities, high levels of performance, and high availability.

SONAS provides a range of reliable, scalable storage solutions for various storage requirements. These capabilities are achieved by using network access protocols such as Network File System (NFS), Common Internet File System (CIFS), Hypertext Transfer Protocol Secure (HTTPS), File Transfer Protocol (FTP), and Secure Copy Protocol (SCP). Using built-in RAID technologies, all data is well-protected with options to add more protection through mirroring, replication, snapshots, and backup. These storage systems are also characterized by simple management interfaces that make installation, administration, and troubleshooting uncomplicated and straightforward.

This IBM Redbooks® publication is the companion to IBM SONAS Best Practices, SG24-8051. It is intended for storage administrators who have ordered their SONAS solution and are ready to install, customize, and use it. It provides backup and availability scenarios information about configuration and troubleshooting. This book applies to IBM SONAS Version 1.5.5. It is useful for earlier releases of IBM SONAS as well.

Table of Contents

  1. Front cover
  2. Notices
    1. Trademarks
  3. IBM Redbooks promotions
  4. Preface
    1. Authors
    2. Now you can become a published author, too!
    3. Comments welcome
    4. Stay connected to IBM Redbooks
  5. Chapter 1. Installation planning
    1. 1.1 Pre-installation planning review
    2. 1.2 Gathering SONAS requirements
      1. 1.2.1 Information that is needed to complete the basic installation and configuration
      2. 1.2.2 Information that is needed to complete the integration and implementation
      3. 1.2.3 Collecting requirements from the questionnaires
    3. 1.3 Physical planning
      1. 1.3.1 Rack types
      2. 1.3.2 Environment
    4. 1.4 Installation plan
      1. 1.4.1 Installation workflow
      2. 1.4.2 Installation checklist questions
    5. 1.5 Configuration plan
      1. 1.5.1 Basic and advanced configurations
      2. 1.5.2 SONAS internal file system
      3. 1.5.3 SONAS appliance (internal DDN storage)
      4. 1.5.4 Integrating SONAS into your network
    6. 1.6 Data protection considerations
      1. 1.6.1 Async replication considerations
      2. 1.6.2 Backup considerations
    7. 1.7 Summary
  6. Chapter 2. Installation and configuration for a SONAS appliance with DDN
    1. 2.1 Pre-installation
    2. 2.2 Installation
      1. 2.2.1 Hardware installation
      2. 2.2.2 Software installation
      3. 2.2.3 Checking the health of the node hardware
    3. 2.3 Post software installation
    4. 2.4 Software configuration
    5. 2.5 Sample environment
      1. 2.5.1 Initial hardware installation
      2. 2.5.2 Understanding the IP addresses for internal networking
      3. 2.5.3 Accessing the GUI for the initial software installation
      4. 2.5.4 Configuring the Cluster Manager
      5. 2.5.5 Listing all available disks
      6. 2.5.6 Adding a second failure group
      7. 2.5.7 Creating the GPFS file system
      8. 2.5.8 Configuring the Data Path IP address group
      9. 2.5.9 Configuring Data Path IP addresses
      10. 2.5.10 Configuring the DNS Server IP addresses and domains
      11. 2.5.11 Configuring the Network Address Translation Gateway
      12. 2.5.12 Configuring authentication: Active Directory and Lightweight Directory Access Protocol
    6. 2.6 Creating exports for data access
    7. 2.7 Modifying access control lists to the shared export
  7. Chapter 3. Installation and configuration for SONAS Gateway solutions
    1. 3.1 SONAS Gateway overview
      1. 3.1.1 File system overview
    2. 3.2 Pre-installation tasks
      1. 3.2.1 SONAS rack
      2. 3.2.2 Validating SONAS server PCI card installations
    3. 3.3 Installation overview
    4. 3.4 SONAS Gateway configuration with XIV storage
      1. 3.4.1 Overview of XIV storage
      2. 3.4.2 SONAS with XIV: Maximum optimal capacity solution
      3. 3.4.3 Detailed configuration and installation information for SONAS with XIV
      4. 3.4.4 Adding XIV LUNs to an existing SONAS configuration
    5. 3.5 SONAS Gateway configuration with Storwize V7000 storage
      1. 3.5.1 Storwize V7000 software considerations
      2. 3.5.2 Storwize V7000 hardware considerations
      3. 3.5.3 SONAS with Storwize V7000 in the maximum optimal configuration (34-node example)
      4. 3.5.4 CIFS on Storwize V7000
      5. 3.5.5 Detailed installation and configuration instructions for SONAS with Storwize V7000 storage
      6. 3.5.6 Adding Storwize V7000 LUNs to an existing SONAS configuration
    6. 3.6 SONAS Gateway configuration with DCS3700 storage
      1. 3.6.1 Overview of DCS3700 storage
      2. 3.6.2 Maximum DCS3700 configuration
      3. 3.6.3 Installation and configuration information for SONAS with DCS3700 storage
      4. 3.6.4 Adding DCS3700 LUNs to an existing SONAS configuration
    7. 3.7 Other considerations
      1. 3.7.1 Split-brain and quorum devices
      2. 3.7.2 File system overhead and characteristics
      3. 3.7.3 SONAS failure groups
      4. 3.7.4 Setting up SONAS storage pools
      5. 3.7.5 Integrated Management Module
    8. 3.8 SONAS integration into your network
      1. 3.8.1 Planning IP addresses
      2. 3.8.2 Data access and IP address balancing
      3. 3.8.3 Authentication with Active Directory or Lightweight Directory Access Protocol
    9. 3.9 Attaching SONAS to customer applications
      1. 3.9.1 Redundancy
      2. 3.9.2 Access to shares
      3. 3.9.3 Migration considerations
      4. 3.9.4 Backup considerations
  8. Chapter 4. Authentication
    1. 4.1 Basic authentication concepts
      1. 4.1.1 Overview of authentication
      2. 4.1.2 Mapping of user IDs, group IDs, and security identifiers
    2. 4.2 Basic authorization concepts
      1. 4.2.1 GPFS NFSv4 ACLs
      2. 4.2.2 POSIX bits
      3. 4.2.3 ACL mapping
    3. 4.3 Configuring SONAS authentication
      1. 4.3.1 Configuring SONAS authentication with the SONAS GUI
      2. 4.3.2 SONAS configuration with multiple instances of the same directory service
      3. 4.3.3 Authentication server location
      4. 4.3.4 Supported data access protocols
      5. 4.3.5 Nodes that are configured for SONAS authentication
    4. 4.4 Configuring SONAS with Active Directory
      1. 4.4.1 Choosing SONAS with Active Directory
      2. 4.4.2 ID mapping methods that are available for SONAS with AD
      3. 4.4.3 Prerequisites for configuring SONAS with Active Directory
      4. 4.4.4 Understanding ID mapping and range for Active Directory
      5. 4.4.5 Configuring Active Directory with the GUI
      6. 4.4.6 Configuring Active Directory with the CLI
    5. 4.5 Configuring SONAS with Active Directory + SFU
      1. 4.5.1 Prerequisites for configuring SONAS with AD + SFU
      2. 4.5.2 Limitations of SONAS with AD + SFU
      3. 4.5.3 Understanding range and schema for AD + SFU
      4. 4.5.4 Configuring AD + SFU with the GUI
      5. 4.5.5 Configuring AD + SFU with the CLI
    6. 4.6 Configuring Active Directory with NT4 and PDC
      1. 4.6.1 Configuring SONAS with Samba PDC/NT4 by using the GUI
      2. 4.6.2 Configuring SONAS with Samba PDC/NT4 by using the CLI
      3. 4.6.3 Deterministic ID mapping support in SONAS V1.5.1
    7. 4.7 Configuring SONAS with LDAP
      1. 4.7.1 ID mapping methods that are available for SONAS with LDAP
      2. 4.7.2 When to choose SONAS with LDAP
      3. 4.7.3 Limitations for Storwize V7000 Unified with LDAP
      4. 4.7.4 Configuring SONAS with multiple LDAP servers
      5. 4.7.5 Prerequisites for configuring the IBM SONAS system with LDAP
      6. 4.7.6 Configuring LDAP by using the GUI
      7. 4.7.7 Configuring SONAS with plain LDAP by using the CLI
      8. 4.7.8 Configuring SONAS to use LDAP with Kerberos by using the CLI
    8. 4.8 Configuring SONAS with Network Information Service
      1. 4.8.1 When to use SONAS with AD and NIS
      2. 4.8.2 Understanding key parameters of the cfgnis command
      3. 4.8.3 Active Directory with NIS
      4. 4.8.4 Samba PDC/NT4 with NIS
      5. 4.8.5 Plain NIS without authentication (only for netgroup support)
    9. 4.9 Configuring SONAS with local authentication
      1. 4.9.1 Choosing SONAS with local authentication
      2. 4.9.2 Limitations of SONAS with local authentication
      3. 4.9.3 Configuring local authentication by using the GUI
      4. 4.9.4 Configuring local authentication by using the CLI
      5. 4.9.5 Managing local NAS users and groups by using the GUI
      6. 4.9.6 Managing local NAS users and groups with the CLI
    10. 4.10 Listing the authentication method that is configured on SONAS
    11. 4.11 Checking the authentication setting for the cluster
    12. 4.12 Cleaning up authentication
    13. 4.13 Working with the ID map cache
    14. 4.14 Working with SONAS authorization
      1. 4.14.1 SONAS administrative users
      2. 4.14.2 SONAS client users
  9. Chapter 5. IBM Active Cloud Engine
    1. 5.1 Active Cloud Engine: Overview
      1. 5.1.1 Active Cloud Engine: Global in more detail
      2. 5.1.2 Global Active Cloud Engine: Summary
    2. 5.2 Setting up remote caching
      1. 5.2.1 Remote caching setup requirements
      2. 5.2.2 Setting up remote caching by using the GUI
      3. 5.2.3 Setting up remote caching by using the CLI
      4. 5.2.4 Setting up Independent Writers with the CLI
    3. 5.3 Remote caching administration tasks
      1. 5.3.1 Managing caching gateway nodes
      2. 5.3.2 Managing caching source shares and exports on the home file set
      3. 5.3.3 Managing cache file sets
      4. 5.3.4 Managing cache prepopulation
      5. 5.3.5 Managing partial file caching
      6. 5.3.6 Managing cache file set peer snapshots
      7. 5.3.7 Using Active Cloud Engine for migration
    4. 5.4 SONAS policy management
      1. 5.4.1 Policies
      2. 5.4.2 Policy rules
    5. 5.5 Creating and managing policies
      1. 5.5.1 Setting up policies with the GUI
      2. 5.5.2 Setting up policies by using the CLI
      3. 5.5.3 Managing policies
  10. Chapter 6. Backup and recovery, availability, and resiliency functions
    1. 6.1 High availability and data protection in base SONAS configurations
      1. 6.1.1 Cluster Trivial Database
      2. 6.1.2 DNS performs IP address resolution and load balancing
      3. 6.1.3 Network Time Protocol setup
    2. 6.2 Backing up and restoring file data
      1. 6.2.1 How IBM SONAS works with Tivoli Storage Manager
      2. 6.2.2 Methods to back up a SONAS cluster
      3. 6.2.3 Tivoli Storage Manager Client and server concepts and considerations
      4. 6.2.4 Configuring Interface nodes and file systems for Tivoli Storage Manager
      5. 6.2.5 Performing GUI-based Tivoli Storage Manager backups and restores
      6. 6.2.6 Tivoli Storage Manager CLI options for SONAS V1.3
      7. 6.2.7 Common routines for managing Tivoli Storage Manager backup and restore
    3. 6.3 Tivoli Storage Manager server-side data deduplication
    4. 6.4 Tivoli Storage Manager server-side common operations guide
      1. 6.4.1 Data mobility and validation
      2. 6.4.2 Tape operations
    5. 6.5 Using the Tivoli Storage Manager HSM client
      1. 6.5.1 SONAS HSM concepts
      2. 6.5.2 Configuring SONAS HSM
      3. 6.5.3 HSM diagnostic tests
      4. 6.5.4 HSM sample policies
      5. 6.5.5 File cloning in SONAS V1.3
    6. 6.6 Snapshots
      1. 6.6.1 Snapshot rules
      2. 6.6.2 Listing the snapshot notification option configuration
      3. 6.6.3 Disabling snapshot notification options
      4. 6.6.4 Creating snapshot rules
      5. 6.6.5 Changing snapshot rules
      6. 6.6.6 Removing snapshot rules
      7. 6.6.7 Displaying snapshot rules
      8. 6.6.8 Snapshot considerations
      9. 6.6.9 VSS snapshot integration
      10. 6.6.10 Snapshot creation and management
    7. 6.7 Local and remote replication
      1. 6.7.1 Synchronous versus asynchronous replication
      2. 6.7.2 Block-level versus file-level replication
      3. 6.7.3 SONAS cluster replication
      4. 6.7.4 Local synchronous replication
      5. 6.7.5 Remote asynchronous replication
      6. 6.7.6 Async replication topologies
    8. 6.8 Managing asynchronous replication
      1. 6.8.1 Introduction
      2. 6.8.2 Configuring asynchronous replication
      3. 6.8.3 GUI replication configuration
      4. 6.8.4 CLI usage
      5. 6.8.5 Starting and stopping asynchronous replication
      6. 6.8.6 Listing asynchronous replication
      7. 6.8.7 Removing and changing the asynchronous replication configuration
      8. 6.8.8 Asynchronous replication disaster recovery
      9. 6.8.9 Cleaning up asynchronous replication results
      10. 6.8.10 Scheduling an established asynchronous replication task
    9. 6.9 Asynchronous replication limitations
      1. 6.9.1 Limitations for disaster recovery
      2. 6.9.2 Considerations for disaster recovery
      3. 6.9.3 Async replication process
    10. 6.10 Disaster recovery methods
      1. 6.10.1 Backing up SONAS configuration information
      2. 6.10.2 Restoring data from a traditional backup
      3. 6.10.3 Restoring data from a remote replica
      4. 6.10.4 Restoring cluster configuration data from a Management node backup
    11. 6.11 NDMP
      1. 6.11.1 SONAS NDMP supported physical configuration
      2. 6.11.2 Fundamentals of the SONAS NDMP feature
      3. 6.11.3 Configuring NDMP for the SONAS system
      4. 6.11.4 Viewing an NDMP session
      5. 6.11.5 Stopping an NDMP session
      6. 6.11.6 Viewing NDMP log information
      7. 6.11.7 Configuring NDMP backup prefetch
    12. 6.12 Immutability support
  11. Chapter 7. SONAS administration
    1. 7.1 Using the management interface
      1. 7.1.1 GUI tasks
      2. 7.1.2 Context-sensitive help
      3. 7.1.3 Navigational pane
      4. 7.1.4 Accessing the CLI
    2. 7.2 SONAS administrator tasks list
    3. 7.3 Cluster management
      1. 7.3.1 Adding a cluster to the Management node
      2. 7.3.2 Viewing the cluster status
      3. 7.3.3 Viewing the Interface node and Storage node status
      4. 7.3.4 Modifying the status of Interface nodes and Storage nodes
    4. 7.4 File system management
      1. 7.4.1 Creating a file system
      2. 7.4.2 Listing the file system status
      3. 7.4.3 Mounting the file system
      4. 7.4.4 Unmounting the file system
      5. 7.4.5 Modifying the file system configuration
      6. 7.4.6 Deleting a file system
      7. 7.4.7 Quota management for file systems
      8. 7.4.8 File set management
    5. 7.5 Creating and managing shares
      1. 7.5.1 Creating shares
      2. 7.5.2 Listing and viewing the status of the created exports
      3. 7.5.3 Modifying exports
      4. 7.5.4 Deactivating exports
      5. 7.5.5 Removing exports
      6. 7.5.6 Managing access control lists
      7. 7.5.7 Testing access to the exports
    6. 7.6 Disk management
      1. 7.6.1 Listing disks and viewing status
      2. 7.6.2 Suspending disks
      3. 7.6.3 Changing the properties of disks
      4. 7.6.4 Starting disks
      5. 7.6.5 Removing disks
    7. 7.7 User management
      1. 7.7.1 User groups
      2. 7.7.2 Creating a user group
      3. 7.7.3 Creating a user
      4. 7.7.4 User password and session policy
      5. 7.7.5 Enabling remote users as SONAS CLI and GUI administrators
      6. 7.7.6 SONAS users
    8. 7.8 Services management
      1. 7.8.1 Overview
      2. 7.8.2 Managing services on the cluster
      3. 7.8.3 Managing the NFS service
    9. 7.9 Scheduling tasks in SONAS
      1. 7.9.1 Listing tasks
      2. 7.9.2 Removing tasks
      3. 7.9.3 Modifying the schedule tasks
    10. 7.10 Health Center
      1. 7.10.1 Topology
      2. 7.10.2 Event logs
    11. 7.11 Call Home
    12. 7.12 Assist On-site
    13. 7.13 Logs: Uploading and downloading
      1. 7.13.1 Collecting logs with the CLI
      2. 7.13.2 Collecting logs with the GUI
    14. 7.14 Network settings
      1. 7.14.1 Network groups
      2. 7.14.2 Public networks
    15. 7.15 Event notifications
      1. 7.15.1 Configuring event notifications settings
  12. Chapter 8. Monitoring
    1. 8.1 Introduction to monitoring
    2. 8.2 Monitoring the SONAS system
    3. 8.3 Performance
      1. 8.3.1 GUI interface for the SONAS Performance Center
      2. 8.3.2 Command-line interface for SONAS Performance Center
      3. 8.3.3 Importing a saved data text file into MS Excel
    4. 8.4 Capacity
      1. 8.4.1 Monitoring quotas with the GUI
      2. 8.4.2 Monitoring quotas with the CLI
    5. 8.5 Other important cluster monitoring considerations
      1. 8.5.1 Number of concurrent user connections
      2. 8.5.2 Interface node CPU and network utilization
      3. 8.5.3 Storage workloads
      4. 8.5.4 Replication success
      5. 8.5.5 Snapshots and space usage
      6. 8.5.6 Number of inodes available per file system and file set
  13. Chapter 9. Troubleshooting, hints, and tips
    1. 9.1 Introduction to troubleshooting
    2. 9.2 A detailed description of monitoring SONAS systems
      1. 9.2.1 Event logs
      2. 9.2.2 Audit logs
    3. 9.3 Troubleshooting: System details
      1. 9.3.1 System details in the GUI
      2. 9.3.2 Details for Interface nodes and Management nodes
    4. 9.4 Assist On-site
      1. 9.4.1 Creating a session
      2. 9.4.2 Assist On-site session modes
    5. 9.5 Call Home
      1. 9.5.1 Call Home caveats
      2. 9.5.2 Enabling and disabling Call Home
    6. 9.6 Collecting logs
      1. 9.6.1 Collecting logs with the CLI
      2. 9.6.2 Collecting logs by using the GUI
    7. 9.7 Overview of logs
      1. 9.7.1 Node-specific logs
      2. 9.7.2 Cluster-wide logs
    8. 9.8 Uploading logs to IBM Support
  14. Related publications
    1. IBM Redbooks
    2. Other publications
    3. Online resources
    4. Help from IBM
  15. Back cover