Apple XSAN 2 Administrators Guide

Xsan 2
Administrator’s Guide
K
Apple Inc.
© 2008 Apple Inc. All rights reserved.
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019-0964-A/2008-01-16
1

Contents

Preface 9 About This Book
10
What’s New in Xsan 2
10
Version Compatibility
10
Upgrading from an Earlier Version of Xsan
11
Getting Additional Information
11
Notation Conventions
Chapter 1 13 Overview of Xsan
13
Xsan Storage Area Networks
14 15 15 15 16 16 17 17 18 19 19 19
19 20 20
21
Shared SAN Volumes Metadata Controllers Clients Network Connections
How Xsan Storage Is Organized
LUNs Storage Pools Affinities Volumes Folders with Affinities
How Xsan Uses Available Storage
Metadata and Journal Data
Striping at a Higher Level Security Expanding Storage Xsan Capacities
Chapter 2 23 Planning a Storage Area Network
23
Hardware and Software Requirements
23 24 24 25 26
Supported Computers
Supported Storage Devices
Fibre Channel Fabric
Ethernet TCP/IP Network
Directory Services
3
27 27 28 34 35 35 35 35 36 36 36 37 37 37
Outgoing Mail Service Planning Your SAN
Planning Considerations and Guidelines Planning the Ethernet TCP/IP Network
Using a Private Metadata Network
Using Switches Instead of Hubs Planning the Fibre Channel Network
Verifying Base Fibre Channel Performance
If Your Fibre Channel Fabric Is Running Slower Than Expected Configuring RAID Systems
Installing the Latest Firmware
Connecting RAID Systems to an Ethernet Network
Choosing RAID Levels for LUNs
Adjusting RAID System Performance Settings
Chapter 3 39 Setting Up a Storage Area Network
39
Connecting Computers and Storage Devices
39
Preparing LUNs
40
Using Server Assistant to Configure Controllers
40 40 40
41 41 41 41 41 41
42
51
51 52 52 52
Managing Users and Groups with Xsan Admin Using an Existing Open Directory Server Using Another Directory Server
Using Xsan Admin
Installing Just the Xsan Admin Application Connecting Through a Firewall Xsan Admin Preferences
Getting Help SAN and Volume Setup Summary Setting Up an Xsan Volume on a Storage Area Network Setting Up an Xsan Administrator Computer Renaming a SAN Removing a SAN Managing Multiple SANs Setting Up Additional SANs
Chapter 4 53 Managing SAN Storage
53
Adding Storage
54 54 55 56 57 58
4
Preparing LUNs
Finding the Drive Modules That Belong to a LUN
Adding LUNs to a Storage Pool
Rearranging Fibre Channel Connections
Adding a Storage Pool to a Volume
Adding a Volume to a SAN
Contents
59
Setting Up a Folder Affinity
60
Changing a Folder’s Storage Pool Affinity
60
Removing an Affinity
61
Changing Advanced Volume Settings
62 63 63 63 64 64 65 65 65 66 67 67 68 68 69
Setting the Block Allocation Size
Changing the Volume Allocation Strategy
Enabling or Disabling Spotlight on a Volume
Enabling or Disabling Access Control Lists
Changing the Windows ID Mapping
Changing Advanced Allocation and Cache Settings Renaming a Volume Changing Storage Pool Settings
Choosing the Data Type for an Affinity Tag
Setting the Storage Pool Stripe Breadth Checking Volume Fragmentation Defragmenting a Volume Checking the Integrity of a Volume Repairing a Volume Destroying a Volume
Chapter 5 71 Managing Clients and Users
72
Adding a Client
73
Adding an Xsan Serial Number
74
Moving a Client to a Different SAN
75
Mounting a Volume on a Client
76 77 78 79 79 79 80 80 80 80
81 82 83 84 85 86 87 89
Changing Mount Options
Managing Users and Groups
Adding SAN Users Deleting SAN Users Creating Groups Deleting Groups Changing Group Membership
Controlling Client and User Access
Controlling File and Folder Access Using the Finder Controlling File and Folder Access Using Xsan Admin Unmounting a Volume on a Client Restricting a Client to Read-Only Access Removing a Client from a SAN Mapping Windows User and Group IDs
Setting SAN User and Group Quotas
About Xsan Quotas Checking User Quota Status Helping Clients Check Their Own Quotas
Contents
5
89 Creating Local Home Folders for Network Accounts 90 Accessing Client Computers Remotely 90 Controlling a Client Using Screen Sharing
91 Connecting to a Client Using SSH in Terminal 91 Managing a Client Server Using Server Admin
Chapter 6 93 Managing Metadata Controllers
94 Adding a Metadata Controller 95 Setting Controller Failover Priority 95 Switching to a Standby Controller 96 Finding Out Which Controller Is Hosting a Volume 97 Listing the Volumes Hosted by a Controller 97 Changing a Controller’s IP Address 98 Accessing Controller Computers Remotely 98 Controlling a Controller Using Screen Sharing 99 Connecting to a Controller Using SSH in Terminal 99 Managing a Controller Using Server Admin 99 Monitoring Controller Status
Chapter 7 101 Monitoring SAN Status
101 Checking SAN Status 10 2 Checking Volume Status 10 3 Checking Free Space on a Volume 10 4 Checking Free Space on a Storage Pool 10 4 Graphing SAN Resource Usage 10 5 Setting Up Status Notifications 10 6 Viewing Xsan Logs 10 7 Checking Volume Clients 10 8 Checking for Fibre Channel Connection Failures
Chapter 8 109 Solving SAN Problems
10 9 If You’re Unable to Connect to a Computer Using Xsan Admin 10 9 If You’re Unable to Install the Xsan Software 10 9 If Some Computers Aren’t Listed in Xsan Admin
11 0 If You’re Unable to Mount a Volume on a Client 11 0 If RAID LUNs Aren’t Accessible over Fibre Channel 11 0 If Files and Folders Created by Mac OS 9 Computers Show the Wrong Creation Date 11 0 If You Have Problems Using Command-Line Tools 11 0 If a LUN Doesn’t Have as Much Space as Expected 11 0 If You’re Unable to Rename an Xsan Volume in the Finder
111 If You’re Unable to Add a Storage Pool 111 If Fibre Channel Performance Is Poorer Than Expected
112 If a Client is Unable to Use a Volume After a Fibre Channel Interruption
6
Contents
112 If You’re Unable to Add LUNs to a Storage Pool 113 If the Capacity of a Larger LUN is Listed as 2 Terabytes 113 If File Copying Doesn’t Finish
Appendix A 115 Combining Xsan Controllers and StorNext Clients
11 5 Terminology 11 6 Compatible Software Versions 11 6 Licensing 117 Using Xsan Controllers with StorNext Clients
Appendix B 119 Using the Command Line
11 9 Using the Shell Commands
11 9 Sending Commands to Remote Computers 12 0 Viewing the Man Pages 12 0 Notation Conventions 12 0 Installing Xsan from the Command Line
121 Xsan Commands
121 Viewing or Changing Volume and Storage Pool Settings (cvadmin) 12 4 Manipulating Affinity Tags (cvaffinity) 12 4 Copying Files or Folders (cvcp) 12 5 Checking or Repairing a Volume (cvfsck)
12 6 Labeling, Listing, and Unlabeling LUNs (cvlabel)
12 7 Creating a Folder and Assigning an Affinity (cvmkdir)
12 7 Creating and Preallocating a File (cvmkfile) 12 8 Initializing a Volume (cvmkfs) 12 8 Applying Volume Configuration Changes (cvupdatefs) 12 8 Defragmenting a File, Folder, or Volume (snfsdefrag) 13 0 Controlling the Xsan File System (xsanctl) 13 0 Mounting an Xsan Volume 13 0 Unmounting an Xsan Volume
131 Viewing Logs
131 Xsan Configuration Files
131 Examples
Glossary 13 3
Index 13 7
Contents 7
8 Contents

About This Book

Use this guide to learn how to use Xsan 2 set up and manage volumes on a storage area network.
This guide shows how to use Xsan 2 to combine RAID arrays into large, easy-to-expand volumes of storage that clients use like local disks but are actually shared over a high­speed Fibre Channel fabric.
Chapter 1 provides an overview of Xsan and how you can use it to organize RAID arrays into shared volumes of storage.
Chapter 2 describes hardware and software requirements, and offers SAN planning guidelines.
Chapter 3 shows the basic steps for setting up a SAN.
Preface
Chapter 4 contains instructions for expanding storage, creating folders with affinities, changing volume and storage pool settings, and checking, defragmenting, and repairing SAN volumes.
Chapter 5 shows how to add client computers to a SAN, mount volumes on clients, control client and user access to SAN files, and control user space through quotas.
Chapter 6 contains information about managing volume metadata controllers.
Chapter 7 shows how to monitor and automatically report the condition of a SAN.
Chapter 8 lists solutions to common problems you might encounter.
Appendix A contains information to help you combine Xsan metadata controllers with Quantum StorNext clients on the same SAN.
Appendix B describes command-line utilities and configuration files you can use to manage an Xsan SAN using the Terminal application.
9

What’s New in Xsan 2

Xsan 2 offers these new features and capabilities:
 The Xsan Admin application has been redesigned to simplify SAN management.
 You can use Xsan Admin to turn on drive activity lights to identify LUNs.
 A volume setup assistant guides you through the process of creating volumes for
common purposes such as video editing and file services.
 The volume setup assistant also organizes available storage into storage pools for
you, based on the way you plan to use the volume.
 More than one storage pool can have the same affinity tag.
 Each volume has a separate failover priority.

Version Compatibility

The following table shows the compatibility of Xsan 2 metadata controllers and clients with earlier Xsan versions and with StorNext controllers and clients.
Controller Client Compatible
Xsan 2 Xsan 2 (Mac OS X v10.5) Yes
Xsan 1.4.2 (Mac OS X V10.4 or v10.5)
Xsan 1.4–1.4.1 No
Xsan 1.3 or earlier No
StorNext FX 1.4 or 2.0 Yes
StorNext FS 2.4–3.1 No
Xsan 1.4 or earlier Xsan 2 No
StorNext FS 3.1 Xsan 2 Yes
StorNext FS 2.4–3.0 Xsan 2 No
Yes

Upgrading from an Earlier Version of Xsan

For information about upgrading your SAN storage to Xsan 2 from an earlier version of Xsan, including precautions to take before upgrading and tips for upgrading with the least impact on existing storage, see the Xsan 2 Migration Guide at www.apple.com/ server/documentation.
10 Preface About This Book

Getting Additional Information

For more information about Xsan, consult these resources:
Read Me documents (on the Xsan Install Disc)
Read important updates and special information
Server documentation website (www.apple.com/server/documentation)
Get the latest Xsan documentation available in PDF format
Xsan website (www.apple.com/xsan)
Visit the gateway to extensive product and technology information
Xsan Support website (www.apple.com/support/xsan)
Find articles about Xsan from Apple’s support organization
Apple Discussions website (discussions.apple.com)
Join a discussion group to share questions, knowledge, and advice with other Xsan administrators
Apple Mailing Lists website (www.lists.apple.com)
Subscribe to mailing lists so you can communicate with other Xsan administrators using email

Notation Conventions

The following conventions are used in this book wherever shell commands or other command-line items are described.
Notation Indicates
fixed-width font A command or other text typed in a Terminal window
$ A shell prompt
[text_in_brackets] An optional parameter
(one|other) Alternative parameters (type one or the other)
italicized
[...] A parameter that may be repeated
<angle_brackets> A displayed value that depends on your SAN configuration
A parameter you must replace with a value
Preface About This Book 11
12 Preface About This Book

1 Overview of Xsan

1
This chapter gives you an overview of Xsan and storage area networks.
Read this chapter for an overview of Xsan and how you can use it to set up a storage area network (SAN) to provide fast, shared storage.
Mac OS X
San Volume
Storage
pools
Xsan lets you combine RAID arrays into volumes clients use like local disks.
RAID
arrays (LUNs)
File data moves
over Fibre Channel

Xsan Storage Area Networks

A storage area network is a way of connecting computers and storage devices so that the computers have fast, shared access to files while making it easy for administrators to expand storage capacity.
13
An Xsan SAN consists of:
 Shared data volumes
 RAID systems that provide storage space that is protected against disk failure
 At least one computer acting as a metadata controller that combines the RAID arrays
and presents their storage to clients as one or more volumes that behave like local disks
 Client computers that access storage in accordance with established permissions and
quotas
 Underlying Fibre Channel and Ethernet networks
The following illustration shows the hardware components of an Xsan SAN.
Standby controller
Intranet/ Internet
Ethernet (public)
Ethernet (private)
RAID arrays
(LUNs)
Clients
Ethernet switches
Metadata controller
Fibre Channel switch
Metadata RAID array (LUN)

Shared SAN Volumes

A user or application on a client computer accesses shared SAN storage just like they would a local volume. Xsan volumes are logical disks made up of pools of RAID arrays. The elements you combine to create an Xsan volume are described under “How Xsan Storage Is Organized” on page 16.
14 Chapter 1 Overview of Xsan

Metadata Controllers

When you set up an Xsan SAN, you assign at least one computer to act as the metadata controller. The controller manages volume metadata, maintains a file system journal, and controls concurrent access to files. Metadata includes such information as where files are actually stored and what portions of available storage are allocated to new files.
To guarantee volume availability, a SAN should include more than one metadata controller, as shown in the illustration on page 14. If the primary controller fails, the standby controller takes over. Though not recommended for best performance, metadata controllers can also act as clients, so you can use a standby controller as a working client while the primary controller is operational.

Clients

The computers that users or applications use to access SAN volumes are called clients. Clients exchange metadata with controllers over the Ethernet network but use Fibre Channel to send and retrieve file data to and from the RAID systems that provide storage for the volumes.

Network Connections

Xsan uses independent networks to connect storage devices, metadata controllers, and client computers: a Fibre Channel network and one or two Ethernet networks.
Fibre Channel
Xsan moves data between clients and SAN volumes over high-speed Fibre Channel connections. Controllers also use a Fibre Channel connection to move metadata to and from the volume.
Xsan can take advantage of multiple Fibre Channel connections between clients and storage. Xsan can alternate between connections for each read and write, or assign each RAID array in a volume to one of the connections when the volume is mounted.
Ethernet
To prevent metadata traffic from interfering with data on the Fibre Channel network, Xsan controllers and clients exchange file system metadata over a separate Ethernet network. (Controllers do use Fibre Channel to read and write metadata on a volume.) The Xsan Admin application also uses this Ethernet network to let you manage the SAN.
To prevent Internet or intranet traffic from interfering with metadata communications, you should set up separate public (Internet) and private (metadata) Ethernet networks as shown in the illustration on page 14.
Chapter 1 Overview of Xsan 15

How Xsan Storage Is Organized

Although an Xsan volume mounted on a client computer looks like a single disk, it actually consists of multiple physical disks combined on several levels using RAID techniques.
The following illustration shows an example of how disk space provided by the individual drive modules in several RAID systems is combined into a volume that users see as a large local disk.
adata
et
M
and journal
Video
Video Other
Audio
Video
Audio
Other
RAID 0RAID 5RAID 5RAID 5RAID 5RAID 5RAID 5RAID 1
SAN volume
Folder affinities
Affinity tags
Storage pools
Data striping across LUNs
RAID arrays (LUNs)
The following paragraphs describe these elements and how you combine them to create shared Xsan volumes.

LUNs

The smallest storage element you work with in Xsan is a logical storage device called a LUN (a SCSI logical unit number). A LUN represents a group of drives combined into a RAID array.
You create a LUN whenever you create a RAID array on a RAID storage device. The RAID system combines individual drive modules into an array based on the RAID scheme you choose. Each array appears on the Fiber Channel network as a LUN.
Most RAID systems ship already configured as RAID arrays. The corresponding LUNs are ready to use with Xsan.
16 Chapter 1 Overview of Xsan
If the standard RAID arrays on your RAID systems are not right for your application, you can use the RAID system management software to recreate arrays based on other RAID schemes or different numbers of drive modules. For information about other RAID schemes, see “Choosing RAID Schemes for LUNs” on page 30.
The illustration on page 16 shows eight RAID array LUNs. The LUN that stores metadata and journal information uses RAID level 1 (mirrored) to ensure against metadata loss. One LUN stores users’ data on a RAID 0 array (striping only) for best speed and storage efficiency but no data protection. The other data LUNs use RAID 5 (distributed parity) for high performance and storage efficiency with data protection. Xsan sees the RAID arrays as LUNs that can be combined to create a volume.
Your RAID LUNs are labeled and initialized for use with the Xsan file system when you use Xsan Admin to set up a volume.

Storage Pools

LUNs are combined to form storage pools. A storage pool in a small volume might consist of a single RAID array, but a larger volume might consist of several storage pools each of which includes several arrays.
Xsan distributes file data in parallel across the LUNs in a storage pool using a RAID 0 (striping) scheme. So, you can improve a client’s access speed by distributing available storage over several LUNs in a storage pool.
You can set up storage pools that have different performance or recoverability characteristics based on the RAID level of their LUNs, and assign folders to them using affinities. Users can then select where to store files based on their need for speed or safety. See “Folders with Affinities” on page 19.
The illustration on page 16 shows seven LUNs combined into four storage pools for users’ data. One pool uses a single RAID 0 array (fast, but not recoverable). Three other pools use multiple RAID 5 arrays (not as fast, but recoverable), and Xsan stripes data across the LUNs in each of these storage pools.
You use Xsan Admin to add available LUNs to storage pools.

Affinities

Each storage pool is assigned an affinity tag according to the pool’s performance and recoverability characteristics. You can associate a folder with an affinity tag to guarantee that Xsan stores the contents of the folder on a storage pool with the desired characteristics.
Chapter 1 Overview of Xsan 17
More than one storage pool may have the same affinity tag. Xsan distributes the contents of a folder with a particular affinity tag among the storage pools that have that same affinity tag. This strategy improves performance when multiple users simultaneously read and write files in the same folder, because the read and write operations are distributed among the storage pools and their component LUNs.
You use Xsan Admin to assign affinity tags to storage pools and associate folders with those affinity tags.

Volumes

Storage pools are combined to create the volumes that users see. From the user’s perspective, the SAN volume looks and behaves just like a large local disk, except that:
 The size of the volume can grow as you add underlying arrays or new storage pools
 Multiple users on the SAN can access files on the volume at the same time
In the illustration on page 16, five storage pools are combined to create a single shared volume. You use Xsan Admin to create volumes and mount them on client computers.
The following screen shot shows how LUNs, storage pools, and volumes look as you organize them in Xsan Admin. This example shows a SAN with a single shared volume named “SanVol.” Storage for the volume is provided by three storage pools, “Meta,” “Data1,” and “Data2,” the first based on a single LUN and the others on two LUNs each.
18 Chapter 1 Overview of Xsan
Volume
Storage pool
LUN

Folders with Affinities

To control which storage pools are used to store specific files (for example, to provide different levels of service for different users or applications), you can associate a folder on an Xsan volume with an affinity that is assigned to one or more of the storage pools that make up the volume.
For example, you can associate some folders with an affinity whose storage pools have faster LUNs, and associate other folders with an affinity whose storage pools have safer LUNs. Then users can choose between faster and safer storage by putting files in the appropriate folder.
In the illustration on page 16, the Other folder has an affinity for the faster storage pool that is based on a RAID 0 array. Any file that a user copies into the Other folder is automatically stored on the faster array. The Video and Audio folders are associated with the more secure RAID 5 storage.

How Xsan Uses Available Storage

Xsan stores both user files and file system data on SAN volumes, and stripes data across the LUNs in a volume for better performance.

Metadata and Journal Data

Xsan records information about the files in an Xsan volume using metadata files and file system journals. File system metadata includes information such as which specific parts of which disks are used to store a particular file and whether the file is being accessed. The journal data includes a record of file system transactions that can help ensure the integrity of files in the event of a failure.
These files are managed by the Xsan metadata controller, but are stored on SAN volumes, not on the controller itself. By default, metadata and journal data are stored on the first storage pool you add to a volume. You can use Xsan Admin to choose where these files are stored when you add storage pools to a new volume.

Striping at a Higher Level

When a RAID system writes a file using a RAID 0 (striping) scheme, it breaks the file into segments and spreads them across the individual disk drives in the RAID array. This improves performance by writing parts of the file in parallel (instead of one part at a time) to the individual disks in the array. Xsan applies this same technique at a second, higher level in the storage hierarchy. Within each storage pool in a volume, Xsan stripes file data across the individual LUNs that make up the storage pool. Once again, performance is improved because data is written in parallel.
You can tune SAN performance by adjusting the amount of data written to each LUN in a storage pool (the “stripe breadth”) to suit a critical application.
Chapter 1 Overview of Xsan 19

Security

There are several ways you can control access to a SAN volume:
 Unmount a volume on client computers that shouldn’t have access to it. Users
cannot browse or mount SAN volumes; only a SAN administrator can mount SAN volumes on clients.
 Mount a volume on a client for read-only access to prevent users on a particular
client computer from modifying data on the volume.
 Specify owner, group, and general access permissions in Xsan Admin.
 Specify owner, group, and general access permissions in the Finder.
 Control user access to files and folders on a volume by setting up access control lists
(ACLs) in Xsan Admin.
 Set up zones in the underlying Fibre Channel network to segregate users and
volumes.

Expanding Storage

There are two ways you can add free space to an existing Xsan volume:
 Add RAID systems (new LUNs) to existing storage pools
 Add entire new storage pools to the volume
Both methods automatically unmount and remount the volume on clients.
You can also add new volumes to a SAN at any time.
For information about expanding Xsan storage, see “Adding Storage” on page 53.
20 Chapter 1 Overview of Xsan

Xsan Capacities

The following table lists limits and capacities for Xsan volumes.
Parameter Maximum
Number of computers on a SAN (metadata controllers and clients) 64
Number of volumes on a SAN 16
Number of storage pools in a volume 512
Number of LUNs in a storage pool 32
Number of LUNs in a volume 512
Number of files in a volume 4,294,967,296
LUN size Limited only by the size of the
RAID array
Volume size Limited only by the number and
size of LUNs
File size Approximately 2
Volume name length 70 characters (A–Z, a–z, 0–9,
and _ )
File or folder name length 251 ASCII characters
SAN name length 255 Unicode characters
Storage pool name length 255 ASCII characters
Affinity name length 8 ASCII characters
LUN name (label or disk name) 242 ASCII characters
63
bytes
Chapter 1 Overview of Xsan 21
22 Chapter 1 Overview of Xsan

2 Planning a Storage Area Network

2
This chapter lists Xsan hardware and software requirements and offers planning guidelines and performance tips that can help you design a SAN that meets your needs.
This chapter contains:
 Xsan hardware and software requirements (page 23)
 SAN planning guidelines (page 27)

Hardware and Software Requirements

Your SAN environment needs to satisfy requirements in these areas:
 Supported computers
 Supported storage devices
 Fibre Channel fabric, adapters, and switches
 Ethernet network
 Directory services (optional)
 Outgoing mail service (optional)

Supported Computers

You can use Xsan 2 on computers that meet these minimum requirements:
Base Systems
 Macintosh computers with an Intel or PowerPC G5 processor
Memory
 Client computers need at least 2 GB of RAM (clients with Xsan 1.4.2 and Mac OS X
v10.4 Tiger or Mac OS X Server v10.4 Tiger need at least at least 1 GB).
 Computers used as metadata controllers need at least 2 GB of RAM for a single
volume plus an additional 2 GB of RAM for each additional SAN volume hosted by the controller.
23
Supported Operating Systems
You can install Xsan 2 only on computers with Mac OS X v10.5 Leopard or Mac OS X Server v10.5 Leopard.
Mac client computers that have Xsan 1.4.2 can join an Xsan 2 SAN. These clients can have Leopard or Tiger.
To join an Xsan 2 SAN, Windows, AIX, IRIX, Linux, and Solaris clients must be running Quantum’s StorNext File System version 2.6 or 2.7. For complete compatibility information, see “Version Compatibility” on page 10.

Supported Storage Devices

Although you can use any standard SCSI LUN storage device, this guide assumes you are using Apple-approved RAID systems for your storage devices. For the latest information about qualified RAID systems, see the Xsan webpage at:
www.apple.com/xsan
Important: Be sure to install the latest firmware update on your RAID systems before
you use them with Xsan.

Fibre Channel Fabric

Unlike file system metadata, which controllers and clients exchange over Ethernet, actual file content in an Xsan SAN is transferred over Fibre Channel connections (as is metadata that controllers access on a volume). To set up the connections, you need:
 An Apple Fibre Channel PCI, PCI-X, or PCI-E card for each client and controller
computer
 A supported Fibre Channel switch
 Fibre Channel cables connecting computers and storage devices to the switches to
form a Fibre Channel fabric
Fibre Channel PCI Cards
Install Apple Fibre Channel PCI, PCI-X, or PCI-E cards in all Macintosh computers that will connect to the SAN.
Fibre Channel Switches
Fibre Channel switches from Brocade, Cisco, and QLogic have been tested with Xsan and the Apple Fibre Channel PCI, PCI-X, and PCI-E cards. For the latest information about qualified switches, see the Xsan webpage at:
www.apple.com/xsan
24 Chapter 2 Planning a Storage Area Network
Fabric Configuration
You must connect the computers, storage devices, and switches in your Fibre Channel network to form a Fibre Channel “fabric.” All Apple-approved switches create a fabric by default as soon as you plug in the Fibre Channel cables. In a fabric, Fibre Channel cables connect node ports (F or N_Port). See the documentation that came with your Fibre Channel switches for more information.

Ethernet TCP/IP Network

Computers on the SAN must also be connected to an Ethernet network. Xsan controllers and clients use this network instead of the Fibre Channel network to exchange file system metadata.
If the computers on your SAN need to communicate with directory servers, a corporate or campus intranet, or the Internet, you should connect each SAN client and metadata controller to two separate Ethernet networks: one private subnet for the SAN metadata and a separate connection for directory service, intranet, and Internet traffic. This is especially important if you plan to use the SAN for high-performance applications such as video editing.
IP Addresses
The client and metadata controller computers need static (fixed) IP addresses for their Ethernet network connections. For the public intranet and Internet connection, you can enter each computer’s static IP address, subnet mask, router address, and DNS server address manually or configure a DHCP server to provide some or all of this information. If you want the DHCP server to provide IP addresses, it must always assign the same static IP address to each SAN computer. Don’t use DHCP to assign dynamic IP addresses to SAN devices.
For the SAN metadata network, the SAN computers should have static private (non­routable) IP addresses (unless you’re unable to set up a separate, private Ethernet network for SAN metadata). If you’re setting up new computers or computers on which you have just performed a clean installation of Leopard or Leopard Server, you can have Xsan Admin assign and manage addresses for your private metadata network. If you choose to assign addresses yourself, you can use one of the following ranges of IP addresses on your private (non-routed) metadata network:
Private address range Associated subnet mask Comments
10.0.0.0 – 10.255.255.255 255.0.0.0 10/8
172.16.0.0 – 172.31.255.255 255.240.0.0 172.16/12
192.168.0.0 – 192.168.255.255 255.255.0.0 192.168/16
Chapter 2 Planning a Storage Area Network 25

Directory Services

If you plan to use user and group privileges to control access to files and folders on the SAN, you should set up or join a central directory of users and groups. A central directory service lets you manage all SAN users and groups from one computer instead of having to visit and painstakingly configure each SAN client and metadata controller.
If you already have directory service provided by an Open Directory server, you can have the setup assistant configure each metadata controller and client computer with Xsan 2 to use existing user and group accounts from the Open Directory server. If you have another type of directory service, such as Active Directory, you configure each controller and client to connect to it for user and group accounts by using the Directory Utility application after initial setup. If you have client computers with Tiger, you use the Directory Access application on each one to connect it to a directory server.
If your SAN doesn’t have access to an existing directory service, you can specify during initial setup of your Xsan primary metadata controller that you want to use Xsan Admin to manage your users and groups. The setup assistant creates an Open Directory master server on your primary metadata controller and sets up Open Directory replica servers on your standby metadata controllers. The Open Directory master provides an LDAP directory, single sign-on user authentication using Kerberos, and password validation using common authentication methods. The replicas improve responsiveness and provide automatic failover of Open Directory services.
The setup assistant also configures client computers that have Xsan 2 installed to connect to your Xsan primary metadata controller for Open Directory user and group accounts. If you have client computers with Tiger, you need to use the Directory Access application on each one to connect it to your Xsan primary metadata controller’s Open Directory service.
If you need to set up an Open Directory server yourself, you can use Mac OS X Server’s Server Admin application. Then you use the Workgroup Manager application to manage users and groups. For information, see Open Directory Administration and User Management at www.apple.com/server/documentation.
Note: Some applications running on SAN client computers, such as Final Cut Pro, work better when users have local home folders, not network home folders. User accounts that you manage with Xsan Admin are automatically set up with local home folders. For help setting up local home folders for user accounts that you don’t manage with Xsan Admin, see “Creating Local Home Folders for Network Accounts” on page 89.
If you decide not to use a central directory service, you need to set up the same users and groups in the Accounts pane of System Preferences on each SAN computer.
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Important: If you create users and groups on each SAN computer, be sure that:
 Each user or group has a numeric user ID (UID) or group ID (GID) that is unique
throughout the SAN
 Each user or group defined on more than one computer has the same UID or GID on
each computer

Outgoing Mail Service

Xsan can send SAN status notifications via email on your local network (IP subnet) without using a separate mail server. However, to send notifications outside your local network, you need an SMTP server to act as a mail gateway. If you don’t have access to an outgoing mail server, you can use the mail service in Mac OS X Server to set one up. For information, see Mail Service Administration at www.apple.com/server/ documentation.

Planning Your SAN

It’s easy to add storage to an existing Xsan SAN, but reorganizing a SAN after you set it up is not so simple. So, it’s important to plan the layout and organization of your SAN and its storage before you set it up.
An Xsan SAN is made up of:
 Storage devices (RAID systems)
 LUNs (SCSI logical unit numbers, usually RAID arrays)
 Storage pools (groups of LUNs)
 Affinity tags, which identify storage pools with similar performance and data
protection
 Volumes (groups of storage pools visible to users)
 Clients (computers that use volumes)
 Controllers (computers that manage volume metadata)
 An Ethernet network used to exchange volume metadata
 A Fibre Channel network used to transfer data to and from volumes
Before you try to set up a SAN, you need to decide how you want to organize these components. Take the time to create a diagram or a table that organizes available hardware into RAID arrays, volumes, client computers, and metadata controllers in a way that meets SAN users’ needs and your needs as the SAN administrator. You don’t need to plan your storage pools or affinity tags if you set up each volume using a preset volume type based on the kind of work the volume will support.
Preliminary Planning Questions
As you plan, consider the following questions:
 How much storage do you need?
Chapter 2 Planning a Storage Area Network 27
 How do you want to present available storage to users?
 What storage organization makes the most sense for user workflow?
 What levels of performance do your users require?
 How important is high availability?
 What are your requirements for security?
Your answers to the above questions will help you decide the following:
 What RAID schemes should you use for your RAID arrays?
 How many SAN volumes do you need?
 How should individual volumes be organized?
 Which preset volume type can you choose for each volume?
 Which LUNs should be assigned to each affinity tag?
 Which clients, users, and groups should have access to each volume?
 Which computers will act as metadata controllers?
 Do you need standby metadata controllers?
 Do you want to use metadata controllers as clients also?
 Do you need to customize the storage location of file system metadata and journal
data?
 Do you need to adjust a volume’s allocation strategy?
 How should you configure your Ethernet network?
Review the considerations and guidelines on the following pages for help translating your answers into a suitable SAN design.

Planning Considerations and Guidelines

The following paragraphs might help you make some of your SAN design decisions.
How Much Storage?
Because it’s easy to add storage for user data to an Xsan SAN, you only need to decide on an adequate starting point. You can add storage later as needed.
However, you can’t expand a storage pool that can only store volume metadata and journal data, so you should try to allocate enough space for metadata right from the start. (You can add an entire storage pool for metadata and journal storage.) For help estimating your metadata and journal data storage requirements, see “Estimating Metadata and Journal Data Storage Needs” on page 34.
Note that the number of RAID systems you use affects not only available space but also SAN performance. See “Performance Considerations,” below.
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How Should Users See Available Storage?
If you want the users working on a particular project to see a volume dedicated to their work, create a separate volume for each project. If it’s acceptable for a user to see a folder for his or her work on a volume with other peoples’ folders, you can create a single volume and organize it into project folders.
Workflow Considerations
How much file sharing is required by your users’ workflow? If, for example, different users or groups work on the same files, either simultaneously or in sequence, it makes sense to store those files on a single volume to avoid having to maintain or hand off copies. Xsan uses file locking to manage shared access to a single copy of the files.
Performance Considerations
If your SAN supports an application (such as high resolution video capture and playback) that requires the fastest possible sustained data transfers, design your SAN with these performance considerations in mind:
 Set up the LUNs (RAID arrays) using a RAID scheme that offers high performance. See
“Choosing RAID Schemes for LUNs” on page 30.
 Assign your fastest LUNs to an affinity tag for the application. Assign slower LUNs to
an affinity tag for less demanding applications.
 To increase parallelism, spread LUNs across different RAID controllers. Xsan then
stripes data across the LUNs and benefits from simultaneous transfers through two RAID controllers.
 To increase parallelism for an affinity tag assigned to relatively small LUNs (the size of
one or a few drive modules), create a slice of similar size across all the drives on a RAID controller instead of creating the LUNs from just one or two drive modules.
 Spread file transfers across as many drives and RAID controllers as possible.
Try creating slices across the drives in RAID systems, and then assign these slices to the same affinity tag.
 To increase throughput, connect both ports on client Fibre Channel cards to the
fabric.
 Store file system metadata and journal data on a separate storage pool from user
data, and make sure the metadata LUNs are not on the same RAID controller as any user data LUNs.
 Use a second Ethernet network (including a second Ethernet port in each SAN
computer) for the SAN metadata, or at least use a router to isolate the Ethernet network used by the SAN from a company intranet or the Internet.
 If your SAN uses directory services, mail services, or other services on a separate
server, connect SAN computers to that server on an Ethernet network separate from the SAN metadata network.
Chapter 2 Planning a Storage Area Network 29
 Choose a different primary metadata controller for each volume, and set up volume
failover priorities to minimize the possibility of more than one volume failing over to the same metadata controller.
Availability Considerations
If high availability is important for your data, set up at least one standby metadata controller in addition to your primary metadata controller. Also, consider setting up dual Fibre Channel connections between each client, metadata controller, and storage device using redundant Fibre Channel switches.
WARNING: Losing a metadata controller without a standby can result in the loss of all
data on a volume. A standby controller is recommended.
Security Considerations
If your SAN will support projects that need to be completely secure and isolated from each other, you can create separate volumes for each project to eliminate any possibility of the wrong client or user accessing files stored on a volume.
As the SAN administrator, you control which client computers can use a volume. Clients can’t browse for or mount SAN volumes on their own. You use Xsan Admin to unmount a volume on clients that shouldn’t have access to it.
You can also set up access control lists (ACLs) in Xsan Admin or assign user and group permissions to folders using standard file access permissions in the Finder.
Choosing RAID Schemes for LUNs
Much of the reliability and recoverability of data on a SAN is not provided by Xsan itself but by the RAID arrays you combine to create your storage pools and volumes. Before you set up a SAN, you use the RAID system configuration or administration application to prepare LUNs based on specific RAID schemes.
WARNING: If a LUN belonging to an Xsan volume fails and can’t be recovered, all data
on the volume is lost. It is strongly recommended that you use only redundant LUNs (LUNs based on RAID schemes other than RAID 0) to create your Xsan volumes.
LUNs configured as RAID 0 arrays (striping only) or LUNs based on single drives are difficult or impossible to recover if they fail. Unprotected LUNs such as these should only be used for volumes that contain scratch files or other data that you can afford to lose.
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