IBM TotalStorage NAS 300, TotalStorage NAS Gateway 300, G27 User Reference
TotalStorage™NAS Gateway 300
Model G27
User’s Reference
GA27-4321-00
Note
Before using this information and the product it supports, be sure to read the general information in Appendix A, “Notices” on
page 115.
First Edition (October 2002)
This edition applies the IBM 5196 TotalStorage NAS Gateway 300, (Model G27, product number 5196-G27) and to
all subsequent releases and modifications until otherwise indicated in new editions.
Order publications through your IBM representative or the IBM branch office servicing your locality. Publications are
not stocked at the address below.
IBM welcomes your comments. A form for reader’s comments is provided at the back of this publication. If the form
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© Copyright International Business Machines Corporation 2002. All rights reserved.
US Government Users Restricted Rights – Use, duplication or disclosure restricted by GSA ADP Schedule Contract
with IBM Corp.
Contents
Figures ...........................vii
Tables ............................ix
About this book ........................xi
Who should read this book .....................xi
Frequently used terms ......................xi
Publications ..........................xi
Descriptions of the NAS Gateway 300 publications ...........xi
Hardcopy publications shipped with the NAS Gateway 300 ........xii
Related publications ......................xii
Accessibility ..........................xii
Web sites ...........................xii
Chapter 1. Introduction ......................1
Roadmap for setting up and configuring the NAS Gateway 300 .......3
Cluster setup requirements .....................6
Chapter 2. Getting started.....................9
Methods for setting up the NAS Gateway 300 ..............9
Accessing Universal Manageability Services .............9
Initial setup and configuration ...................10
Setting the date and time ....................10
Setting up the network .....................11
Chapter 3. Configuration and administration tools...........13
Using a keyboard, monitor, and mouse for setup and configuration ......13
Summary of configuration and administration tools ............13
Terminal Services and the IBM NAS Administration console ........15
Installing Terminal Services ...................15
Connecting to the desktop through Terminal Services..........15
IBM NAS Administration console .................16
Determining who is using the network-attached storage .........16
IBM Advanced Appliance Configuration Utility..............16
Installing the IBM Advanced Appliance Configuration Utility........17
Initial network adapter selection and connection to the IAACU ......18
IAACU agent ........................18
IAACU console ........................18
Universal Manageability Services ..................20
System requirements .....................20
Starting UM Services .....................21
Windows 2000 for Network Attached Storage..............23
Determining the tool to use ....................24
Telnet Server support ......................25
SNMP support .........................25
Chapter 4. Setting up storage ...................27
Configuring arrays and logical drives on the fibre-attached storage ......27
Expanding the LUN .......................28
Using DiskPart with clustering ..................29
Formatting the logical drives ....................30
Chapter 5. Completing networking, clustering, and storage access setup 33
© Copyright IBM Corp. 2002 iii
Networking setup ........................33
Configuring the interconnect (private) network adapter .........33
Configuring the public local area connection .............34
Verifying network connectivity and names resolution ..........35
Checking or changing the network binding order ...........36
Joining a node to a domain ....................36
Creating an Active Directory Domain .................37
Cluster setup .........................39
Configuring clusters .......................41
Configuring cluster state and properties ...............41
Setting up cluster resource balancing ...............41
Setting up failover .......................42
Creating users ........................42
Creating shares .......................49
Creating clustered file shares (CIFS and NFS) ............50
Recovering from a corrupted Quorum drive .............52
Before you add software .....................53
Chapter 6. Managing and protecting the network and storage ......55
IBM Director ..........................55
Dependencies ........................56
Hardware requirements .....................56
Director extensions ......................57
Naming conventions ......................57
Web-based access ......................57
Disaster recovery .......................58
Software distribution ......................58
Rack Manager and inventory enhancements .............59
Dynamic NAS groups .....................59
NAS Web UI task .......................60
Predictive Failure Analysis ....................60
For more information......................60
NAS Backup Assistant ......................60
Restoring using the NT Backup panel ...............61
Persistent Images ........................62
Global Settings ........................63
Volume Settings .......................63
Persistent Images .......................64
Schedules .........................65
Restore Persistent Images ...................65
Disaster Recovery.......................66
Granting user access to persistent image files ............69
PSM notes .........................69
Storage Manager for SAK .....................74
Uninterruptible power supply support .................74
Tivoli SANergy .........................75
Antivirus protection .......................76
Chapter 7. Managing adapters and controllers ............77
Managing Fibre Channel host bus adapters ..............77
Enabling communication between system management adapters ......78
Enabling ISMP to RSA communication on a single machine .......79
Using the RSA ........................80
Enabling Ethernet adapter teaming .................80
Alacritech Ethernet adapter teaming ................80
Intel Ethernet adapter teaming ..................83
iv NAS Gateway 300 User’s Reference
RAID-1 mirroring ........................85
Memory notes .........................86
Adding more engine memory to increase performance .........86
Using the Recovery CD-ROM if you have added more processor memory 86
Chapter 8. Troubleshooting....................87
Shutting down and powering on the NAS Gateway 300 ..........87
Shutting down the NAS Gateway 300 when clustering is active ......87
Powering on the NAS Gateway 300 when clustering is active .......88
Diagnostic tools overview .....................88
Identifying problems using LEDs .................89
POST ...........................91
SCSI messages .......................92
Diagnostic programs ......................93
Troubleshooting the Ethernet controller ................95
Network connection problems ..................95
Gigabit Ethernet controller troubleshooting chart............96
Troubleshooting adapters .....................97
Ethernet adapters .......................97
Running adapter diagnostics..................103
Testing the connection between two NAS Gateway 300s .........105
Power checkout ........................105
Replacing the battery ......................106
Temperature checkout ......................109
Recovering BIOS .......................109
Chapter 9. Using the Recovery and Supplementary CD-ROMs ......111
Using the Recovery Enablement Diskette and Recovery CD-ROM......111
Using the Supplementary CD-ROM .................114
Appendix A. Notices ......................115
Trademarks..........................116
Appendix B. Getting help, service, and information ..........117
Service support ........................117
Before you call for service ....................118
Getting customer support and service ................118
Getting help online: www.ibm.com/storage/support ..........118
Getting help by telephone ...................119
Appendix C. Purchasing additional services ............121
Warranty and repair services ...................121
Appendix D. Symptom-to-part index ................123
Beep symptoms ........................123
No beep symptoms .......................126
Information-panel system error LED .................126
Diagnostic error codes .....................131
Error symptoms ........................135
POST error codes .......................140
Fan error messages ......................146
Power-supply LED errors.....................146
Power error messages .....................148
SCSI error codes .......................148
Bus fault messages.......................149
DASD checkout ........................149
Contents v
Engine shutdown .......................149
Voltage-related appliance engine shutdown .............149
Temperature-related appliance engine shutdown ...........150
Temperature error messages ...................150
Host Built-In Self Test ......................151
Undetermined problems .....................151
Problem determination tips ....................152
Appendix E. Fast!UTIL options ..................155
Configuration settings ......................155
Host adapter settings .....................155
Selectable boot settings ....................156
Restore default settings ....................156
Raw NVRAM data ......................156
Advanced adapter settings ...................156
Extended Firmware Settings ..................158
Scan Fibre Channel Devices ...................159
Fibre Disk Utility ........................159
Loopback Data Test ......................160
Select Host Adapter ......................160
Appendix F. Communication adapters ...............161
PCI adapter placement .....................161
Adapter placement rules ....................161
Adapter placement charts ...................162
No options .........................164
RSA only options ......................164
Tape only options ......................164
Network only options .....................165
Tape and network options ...................166
Appendix G. Fibre Channel adapter event logs ...........169
Glossary of terms and abbreviations ...............173
Index ............................181
vi NAS Gateway 300 User’s Reference
Figures
1. Opening screen of the NAS Setup Navigator .....................3
2. UM Services default page ...........................22
3. Advanced Settings for binding order ........................36
4. Cluster Information panel ............................40
5. File share dependencies ............................50
6. Operator information panel ...........................89
7. Location of the power-supply LEDs ........................90
8. LED diagnostics panel .............................91
9. Replacing the battery .............................107
10. Releasing the battery .............................108
11. Inserting the new battery ...........................108
12. System-board LED locations ..........................129
13. Diagnostics panel LEDs (viewed with the cover off)..................130
14. System-board switches and jumpers .......................147
15. PRO/1000 XT Server Adapter by Intel ......................163
16. Alacritech 1000x1 Single-Port Server and Storage Accelerated adapter ..........163
17. IBM PCI Ultra160 SCSI adapter (LVD/SE) .....................163
18. Qlogic 2340 1-port Fibre Channel adapter .....................163
19. Qlogic 2342 2-port Fibre Channel adapter .....................164
20. Alacritech 100x4 Quad-Port Server Accelerated Adapter ................164
21. Remote Supervisor Adapter ..........................164
22. IBM Gigabit Ethernet SX Server Adapter .....................164
© Copyright IBM Corp. 2002 vii
viii NAS Gateway 300 User’s Reference
Tables
1. Networking information worksheet for the public connection ...............8
2. Summary of configuration and administration tools for the NAS Gateway 300 ........24
3. Example of local area connection names and network adapter IP addresses .........35
4. Persistent image global settings .........................63
5. Persistent image volume settings .........................63
6. ISMP compared to the RSA ...........................78
7. Troubleshooting index .............................87
8. Power supply LED errors ............................90
9. Ethernet controller troubleshooting chart ......................96
10. IBM Gigabit Ethernet SX Server Adapter troubleshooting chart ..............97
11. PRO/1000 XT Server Adapter by Intel troubleshooting chart ...............98
12. Alacritech 1000x1 Single-Port Server and Storage Accelerated adapter troubleshooting chart 100
13. Alacritech 100x4 Quad-Port Server Accelerated Adapter LED definitions ..........103
14. Supplementary CD-ROM 1 directories ......................114
15. Supplementary CD-ROM 2 directories ......................114
16. IBM Web sites for help, services, and information ..................117
17. Error symptoms index ............................123
18. Examples of beep symptoms ..........................124
19. Beep symptoms ...............................124
20. No beep symptoms .............................126
21. Errors diagnosed by the diagnostic panel LEDs ...................127
22. Diagnostics-panel LED descriptions .......................130
23. Diagnostic error codes ............................131
24. Error symptoms and suggested actions ......................136
25. POST error codes ..............................140
26. Fan error messages .............................146
27. Power-supply LED errors ...........................146
28. Power error messages ............................148
29. SCSI error codes and actions..........................148
30. Bus fault messages .............................149
31. DASD checkout messages...........................149
32. Voltage-related shutdown ...........................149
33. Temperature related shutdown .........................150
34. Temperature error messages ..........................150
35. Host built-in self test messages .........................151
36. Host adapter settings .............................155
37. Advanced adapter settings ...........................156
38. Extended firmware settings ..........................158
39. RIO operation modes.............................158
40. Connection options .............................158
41. Adapter installation rules ...........................161
42. No options.................................164
43. RSA only options ..............................164
44. Tape only options ..............................164
45. Ethernet network options ...........................165
46. Tape backup with Ethernet network option .....................166
47. Fibre Channel adapter error codes ........................169
© Copyright IBM Corp. 2002 ix
x NAS Gateway 300 User’s Reference
About this book
This book provides information necessary to configure and administer the IBM 5195
TotalStorage NAS Gateway 300, hereafter referred to as the NAS Gateway 300.
Who should read this book
This book is for NAS Gateway 300 administrators.
The NAS Gateway 300 administrator should have experience in at least the
following skills, or have access to personnel with experience in these skills:
v Microsoft
v Networking and network management
v Disk management
v SAN management
v General technologies of the product (such as Microsoft Cluster Service, Services
for UNIX
v Critical business issues (such as backup, disaster recovery, security)
Frequently used terms
This document contains certain notices that relate to a specific topic. The caution
and danger notices also appear in the multilingual Safety Information on the
Documentation CD-ROM that came with the appliance. Each notice is numbered for
easy reference to the corresponding notices in the Safety Information.
®
Windows®and Windows Advanced Server
®
, storage, RAID, and so on)
The following terms, used within this document or within the Safety Information,
have these specific meanings:
Term Definition in this document
Notes These notices provide important tips, guidance, or advice.
Attention These notices indicate possible damage to programs, devices, or
data. An attention notice is placed just before the instruction or
situation in which damage could occur.
Caution These notices indicate situations that can be potentially hazardous
to you. A caution notice is placed just before descriptions of
potentially hazardous procedure steps or situations.
Danger These notices indicate situations that can be potentially lethal or
extremely hazardous to you. A danger notice is placed just before
descriptions of potentially lethal or extremely hazardous procedure
steps or situations.
Publications
The latest versions of the following product publications are available in softcopy at:
www.ibm.com/storage/support/nas
Descriptions of the NAS Gateway 300 publications
The NAS Gateway 300 library consists of the following publications:
v Hardware Installation Guide GA27-4320
© Copyright IBM Corp. 2002 xi
This book describes hardware physical specifications, electrical specifications,
cabling, environmental specifications, and networking specifications for installing
the NAS Gateway 300.
v User’s Reference GA27-4321
This book describes such operational and administrative activities as:
– Using the configuration utilities
– Administering the NAS Gateway 300
– Troubleshooting
– Using the Recovery and Supplementary CD-ROMs
Hardcopy publications shipped with the NAS Gateway 300
The following publications are shipped in hardcopy and are also provided in
softcopy (PDF) form at:
www.ibm.com/storage/support/nas
v NAS Gateway 300 Hardware Installation Guide GA27-4320
v Release Notes
This document provides any changes that were not available at the time this
book was produced.
Note that the User’s Reference is provided in softcopy only.
Related publications
The following publications contain additional information about the NAS Gateway
300:
v NAS Gateway 300 Hardware Installation Guide GA27–4320
v NAS Gateway 300 Service Guide GY27–0414
v NAS Gateway 300, NAS 200, and NAS 100 Planning Guide GA27–4319
v UM Services User’s Guide (on the Documentation CD-ROM that came with the
appliance)
Additional information on Universal Manageability Services, IBM Director, and
Advanced System Management is located on the Documentation CD-ROM that
came with the appliance.
Accessibility
The softcopy version of this manual and other related publications are
accessibility-enabled for the IBM Home Page Reader.
Web sites
The following Web site has additional and up-to-date information about the NAS
Gateway 300:
www.ibm.com/storage/nas/
A highly recommended Web site: for the latest troubleshooting guidance and
symptom-fix tip information, go to the IBM support Web site at:
www.ibm.com/storage/support/nas
xii NAS Gateway 300 User’s Reference
This site contains additional information, gathered from field experience, not
available when this document was developed.
About this book xiii
xiv NAS Gateway 300 User’s Reference
Chapter 1. Introduction
The NAS Gateway 300 connects clients and servers on an IP network to Fibre
Channel storage, efficiently bridging the gap between LAN storage needs and SAN
storage capacities.
This appliance offers a storage solution for both Windows, UNIX
environments, including mixed Windows-UNIX environments that enable Windows
and UNIX clients and servers to share the same Fibre Channel storage.
Model G27 replaces Models G01 and G26. Enhancements provided by the new
model include:
v More options in configuring Ethernet connections
v More options in configuring Fibre Channel connections
v More options for tape backup
v Faster processor
v Gigabit Ethernet connection
v Faster adapters
The dual-node Model G27 features:
v Two engines (IBM 5187 NAS Model 7RY), each with:
– Dual 2.4-GHz processors
– 512 MB of ECC memory standard (plus one upgrade); up to 4.5 GB available
– Two redundant hot-swap 270 watt power supplies
– Qlogic 2340 1-port Fibre Channel adapter for storage area network (SAN)
connection
– Four PCI adapter slots for plugging in optional adapters, including three
high-performance slots. (Communication between the two engines takes place
through an integrated 10/100/1000 Mbps Ethernet port on each engine’s
planar board.)
v Optional adapters:
– Alacritech 1000x1 Single-Port Server and Storage Accelerated adapter
– IBM Gigabit Ethernet SX Server Adapter
– IBM PCI Ultra160 SCSI adapter (LVD/SE)
– Alacritech 1000x1 Single-Port Server and Storage Accelerated adapter
– PRO/1000 XT Server Adapter by Intel
– Qlogic 2340 1-port or Qlogic 2342 2-port Fibre Channel adapter (to replace
single-port Fibre Channel SAN adapter)
– Qlogic 2340 1-port Fibre Channel adapter for tape backup
– Remote Supervisor Adapter
®
, and UNIX-like
In addition, the Model G27 provides clustering and failover protection. This
high-availability design helps protect against appliance failure to provide continuous
access to data.
Note: Throughout this book, information about the Model G27 node and engine
applies to both its nodes and engines.
© Copyright IBM Corp. 2002 1
The preloaded software stack is based on the Windows Powered OS operating
system, which is very similar to Microsoft®Windows®2000 Advanced Server.
Preloaded software includes:
Microsoft Windows 2000 for Network Attached Storage
Enables remote administration of the appliance using a Web-based
graphical user interface (GUI).
Microsoft Windows Terminal Services
Enables remote administration of the appliance using its Windows desktop.
Microsoft Cluster Service
Provides clustering support and failover protection.
Microsoft Services for UNIX
Provides file access to UNIX and UNIX-based clients and servers through
the Network File System (NFS) protocol. Note that the NAS Gateway 300
supports Linux and other platforms that employ NFS.
IBM Director Agent and Universal Manageability Server Extensions
Provides system management support based on industry standards (in
conjunction with the IBM Director console application as well as other
management software).
IBM Advanced Appliance Configuration Utility agent
Supports management through the IBM Advanced Appliance Configuration
Utility console application (supports aggregate Web-based management of
all of your IBM appliances).
IBM FAStT Management Suite Java (MSJ)
Provides diagnostics for the Fibre Channel adapters.
®
PROSet II
Intel
Provides diagnostics for the Intel Ethernet adapters.
®
Alacritech
SLICuser
Provides diagnostics for the quad-port and accelerated Ethernet adapters.
®
Columbia Data Products
Persistent Storage Manager (PSM)
Provides 250 persistent images of customer data and enables full online
backup of system with Microsoft backup applications.
®
Tivoli
Storage Manager Client
Provides data backup and archive support (in conjunction with Tivoli
Storage Manager Server).
Tivoli SANergy
Provides shared data access to the SAN storage at Fibre Channel speed.
Services for NetWare
Provides interoperability within the Novell environment and a complete set
of new interoperability services and tools for integrating the NAS Gateway
300 into existing NetWare environments. Only Netware V5.0 Print and File
services are included in the preloaded code and is required for supporting
Netware File system protocol. Clustering is not supported by the SFN5.
Storage Manager for SAK
A storage management tool that includes storage reports, directory quotas,
and file screening functions.
2 NAS Gateway 300 User’s Reference
Roadmap for setting up and configuring the NAS Gateway 300
A suggestion for first-time users...
Your understanding of the NAS Gateway 300 and your ability to use it will be
greatly enhanced if you first proceed to the NAS Setup Navigator tutorial.
The NAS Setup Navigator maps out the initial configuration tasks and leads
you through the tasks in the proper order. The tool detects which NAS
appliance it is running on and adjusts the menu and content appropriately. You
can follow links to more in-depth information and to the configuration panels
used to perform the steps. You can also tailor the instructions to fit your needs
by selecting optional topics. The Navigator not only presents information on
functions and features–such as clustering–but also allows you to enable the
functions and features. To start the NAS Setup Navigator, click on the NAS
Setup Navigator icon on the desktop.
After you have become familiar with the NAS Gateway 300, you can refer to
this book for more details.
Figure 1. Opening screen of the NAS Setup Navigator
The following roadmap presents the requirements and instructions for setting up
and configuring the NAS Gateway 300. Following these directions and referring to
the appropriate sections of this book will help you in this task.
Prerequisites
v A domain controller must exist on the network and a login ID must be
defined for each node to log on. Each node must join the same domain.
Chapter 1. Introduction 3
v All Windows shared disks must be defined as basic. Windows 2000
dynamic disks are not supported.
v A Quorum drive must be available to both nodes and have the same
drive letter on each node.
v All disks shared between the two cluster nodes must have the same
drive letter.
v All shared storage must be defined as NTFS and be on primary
partitions.
v Compression cannot be enabled on any disk partition.
v Each node must have one private and one public adapter.
Cluster setup requirements
See “Cluster setup requirements” on page 6.
Configuration and administration tools
The NAS Gateway 300 is a network-attached storage appliance that has
several different methods of configuration depending on your environment.
First, determine how you will manage the device. You can manage the NAS
Gateway 300 in “headless” mode or with a keyboard, display, and mouse
directly attached to each node. See “Using a keyboard, monitor, and mouse
for setup and configuration” on page 13 for information on managing this
device using a keyboard, display, and mouse. For “headless” management
of the NAS Gateway 300, you can use one of the following tools:
v Terminal Services, for remote configuration and management from
another device on the network
v Universal Manageability Services (UMS) for management through a Web
browser
v Windows 2000 for NAS, a Web-based GUI for those not familiar with the
Windows desktop
v IBM Advanced Appliance Configuration Utility (IAACU) for setup and
configuring multiple devices or other appliances on a single network
After you determine how you will manage the NAS Gateway 300, you can
begin setup and configuration of the device.
For more information on configuration and administration tools, see
Chapter 3, “Configuration and administration tools” on page 13.
Step 1 - Initial network setup
Configure both nodes to enable access over the network. The general steps
to do this are given below. More details are given in Chapter 2, “Getting
started” on page 9.
1. Use Dynamic Host Configuration Protocol (DHCP) or static addressing
4 NAS Gateway 300 User’s Reference
to set up one public network connection in each node.
a. If you are operating with a keyboard, display, and mouse, set up a
public network connection to access the device.
b. If you are operating in a headless environment, use one of the
following methods:
v If DHCP is installed and the IP address requested can be
determined, you can use DHCP for initial setup, but you should
change this address to static later in the configuration.
v If you have multiple appliances or cannot determine the DHCP
address, you can install the IAACU utility to identify appliances
and define IP addresses. The tool will also allow you to set static
addresses.
2. Complete the steps in “Setting the date and time” on page 10 and
“Setting up the network” on page 11.
Step 2 - Define storage and setup partitions
The NAS Gateway 300 attaches to your SAN-attached storage device,
through the Fibre Channel, and provides your Ethernet LAN-attached clients
access to that storage. You must define storage arrays and logical drives on
the SAN-attached storage device and set up Windows partitions on the
logical drives as defined in Chapter 4, “Setting up storage” on page 27.
For more information on defining storage and setting up partitions, see
Chapter 4, “Setting up storage” on page 27.
Step 3 - Complete network setup and cluster installation
1. Power on either node. (This becomes the first node.)
2. Set up the first node:
a. Networking setup
See “Networking setup” on page 33. Note the cautionary statement
at the beginning of that section.
b. Domain setup
See “Joining a node to a domain” on page 36.
3. Shut down the first node (see “Shutting down and powering on the NAS
Gateway 300” on page 87 for more information on shutting down the
NAS Gateway 300).
4. Power on the other node (the joining node).
5. Set up the joining node:
a. Networking setup
See “Networking setup” on page 33.
b. Shared storage setup
For the joining node, the only part of this step that you must
complete is assigning drive letters on the shared storage; make sure
that the drive letters are the same as those on the first node.
Also, if you have trouble with the Fibre Channel connection, you can
use the steps in “Fibre Channel adapter” on page 104 to diagnose
the problem.
c. Domain setup
See “Joining a node to a domain” on page 36.
d. Shut down the joining node (see “Shutting down and powering on
the NAS Gateway 300” on page 87 for more information on shutting
down the NAS Gateway 300).
6. Power on the first node and complete “Cluster setup” on page 39.
7. Power on the joining node and complete “Cluster setup” on page 39.
For more information on network setup and cluster installation, see
Chapter 5, “Completing networking, clustering, and storage access setup”
on page 33.
Chapter 1. Introduction 5
Step 4 - Cluster administration
At this point you can add users, file shares, and complete other
configuration tasks to improve operations of the NAS Gateway 300 in a
cluster environment.
1. Add users (see “Creating users” on page 42).
2. Add file shares (see “Creating clustered file shares (CIFS and NFS)” on
page 50). Note that you must configure Server for NFS before NFS file
sharing can be used.
For more information on cluster administration, see “Configuring clusters” on
page 41.
Step 5 - Additional functions
Additional functions are available for backup, persistent images, and adding
more storage areas. It is recommended that after you complete the setup
and configuration procedures, you use the Persistent Storage Manager
Disaster Recovery option (“Disaster Recovery” on page 66) or other method
to back up the system configuration in the event of a failure.
Also, it is imperative to use the system shutdown procedure described
in “Shutting down and powering on the NAS Gateway 300” on page 87 to
ensure system integrity.
For more information, see Chapter 6, “Managing and protecting the network
and storage” on page 55.
Cluster setup requirements
Before you configure the NAS Gateway 300 nodes for clustering, ensure that the
following requirements are met:
Network requirements
v A unique NetBIOS cluster name.
v You will need at least seven static IP addresses: five for the node and
cluster setup, and two for each file share served by the cluster. A formula
for the number of static IP addresses is:5+(2xnumber_of_file shares).
The IP addresses required for node and cluster setup are:
– At least three unique, static IP addresses for the public network: one
for each node (for client access through the PCI NIC adapter) and
one for the cluster itself (the administration IP address).
Table 1 on page 8 shows a summary of the networking information
necessary for the public connection.
– Two static IP addresses for the cluster interconnect on a private
network or crossover, through the onboard Ethernet adapter. The
default IP addresses for the private network adapters are 10.1.1.1 for
the first node in the cluster, and 10.1.1.2 for the node that joins the
cluster. (The top node in the NAS Gateway 300 is considered the first
node, and the bottom node is considered the joining node.)
Notes:
1. If you are not the system administrator, contact that person for the
applicable IP addresses.
2. Each node in a cluster must join the same domain and be able to
access a Primary Domain Controller (PDC) and DNS server, but it is not
required that the nodes log into the domain.
6 NAS Gateway 300 User’s Reference
3. Each node in the cluster must have at least two network adapters: at
least one for the public network and the other for the private
interconnect.
Shared disk requirements
v All shared disk arrays and devices, including the quorum disk, must be
physically attached to a shared storage bus.
v All shared disks must be configured as basic (not dynamic) disks.
v All shared disks must have the same drive letter on each node.
v All partitions on these disks must be formatted with NTFS.
v All partitions on these disks must also be Primary Partitions.
v Compression must not be enabled.
Shutting down and powering on the NAS Gateway 300
The clustering function requires special considerations when you need to
shut down and power on the NAS Gateway 300. See “Shutting down and
powering on the NAS Gateway 300” on page 87 for details.
Chapter 1. Introduction 7
Table 1. Networking information worksheet for the public connection
Cluster component Information needed
Cluster
Cluster name:
IP address:
Subnet mask:
First node
Joining node
Computer name (example: IBM5196–23H1234):
IP address:
Subnet mask:
Gateway:
Preferred DNS:
WINS server (optional):
Computer name:
IP address:
Subnet mask:
Domain to join
8 NAS Gateway 300 User’s Reference
Gateway:
Preferred DNS:
WINS server (optional):
Domain name:
Chapter 2. Getting started
This chapter gives details to set up the initial communication to the NAS Gateway
300 to enable setup and configuration. These instructions refer specifically to a
base configuration as shipped and do not cover the setup of additional storage
units, which can be purchased separately.
Note: You must follow these procedures for both nodes.
Methods for setting up the NAS Gateway 300
The following sections detail how to set up the NAS Gateway 300. You must first
ensure that the network recognizes the new appliance. Which method you should
use depends on several conditions:
v In “headless” mode (without a keyboard, monitor, and mouse directly attached to
the unit), use one of the following methods:
– IBM Advanced Appliance Configuration Utility
If you have multiple appliances or cannot determine the DHCP address, install
the IAACU to identify appliances and define IP addresses. The tool also
allows you to set static addresses.
If you are using this method, proceed with “Installing the IBM Advanced
Appliance Configuration Utility” on page 17.
– Windows Terminal Services
If DHCP is installed and the IP address requested can be determined, use this
method for initial setup, but you should change the address to static later in
the configuration. This condition is most appropriate when using Windows
Terminal Services for operation of the NAS Gateway 300.
If you are using this method, proceed with “Initial setup and configuration” on
page 10.
v The use of a keyboard, display, and mouse is most appropriate when there is a
single or few appliances in the network and you use static setup and definition.
If you are using this method, proceed with “Initial setup and configuration” on
page 10.
Accessing Universal Manageability Services
1. You will be prompted to authenticate with the administrative user name
(“Administrator”) and password (initially “password,” but you can change it later;
note that the password is case-sensitive, but the user name is not).
If this is the first time you have accessed the UM Services browser (on any
appliance) from this workstation, you will also be prompted to install the Swing
and XML Java libraries in your Web browser. You can download these libraries
from the NAS Gateway 300 through the network link.
2. The UM Services browser starts. In the left pane, Microsoft Windows 2000 for
Network Attached Storage is automatically selected on the Appliance tab. In the
right pane, Windows 2000 for Network Attached Storage starts.
3. Again, you are prompted to authenticate with the administrative user name and
password.
4. Click Administer this server appliance to bring up the Microsoft Windows
2000 for Network Attached Storage GUI.
© Copyright IBM Corp. 2002 9
You are now ready to begin administering the appliance. Details for this task are
described in “Initial setup and configuration”.
Initial setup and configuration
This section provides details on the initial setup and configuration of the NAS
Gateway 300.
Note that if you are administering the NAS Gateway 300 without a keyboard,
monitor, and mouse (“headless” mode), you can use one of two methods:
v Terminal Services, which provides full administrative function. (See “Terminal
Services and the IBM NAS Administration console” on page 15.)
v Windows 2000 for Network Attached Storage, which provides a subset of the full
administrative function in Terminal Services. (See “Windows 2000 for Network
Attached Storage” on page 23.)
In general, you administer the appliance by adjusting information contained in the
following task groups:
Note: In this example, you access the task groups through the Windows 2000 for
Network Attached Storage Web-based GUI.
v “Setting the date and time”
v “Setting up the network” on page 11
Although you can modify multiple appliance and network attributes in each task
group, the information given here is the minimum you need to know to administer
the appliance and network.
You can find more information on administration elsewhere in this book and in the
online help.
You can access these task groups in one of three ways:
1. Click the Home tab and then select the task group link.
2. Click the top tab associated with that task group.
3. Click the Back button on the browser until you arrive Home and then select the
task group link.
Setting the date and time
To change the date and time, click Date and Time. (Remember that you can also
access all of these task groups by clicking the titled tabs at the top of the page.)
The Set Date and Time page appears, allowing you to adjust information as
necessary.
10 NAS Gateway 300 User’s Reference
Setting up the network
Note: All appliances have an initial default user name of “Administrator” and
password of “password.”
As part of the Network task group, you can change the administrator password and
(optionally) you can configure the properties of each network interface that resides
on the appliance.
To change the administrator password, click Change Administrator Password.
The Change Administrator Password page appears, allowing you to change the
password. Note the warning on the page that any information that you enter can be
viewed by others on the network. To prevent others from seeing your information,
set up a secure administration Web site as described in the online help.
To change IP addresses, click Interfaces. The Network Adapters on Server
Appliance page appears. Use this page primarily to change IP addresses from
dynamic (DHCP, which is the system default) to static.
Note: During the initial setup, you should configure the nonplanar Ethernet adapter
only. The NAS Gateway 300 engine uses the Ethernet adapter that is
integrated on the planar board as the interconnect private network for
clustering.
If you want to use an Ethernet adapter other than the default Ethernet
adapter (in slot 2) as the network interface to be attached to the subnet, then
you can change the order of precedence later with the Windows Networking
Properties option. The order of precedence for the initial configuration is: PCI
slot 2, then PCI slot 3.
Note that you might need to enable some of the NAS Gateway 300 NIC
connections, because the NICs in slots 1, 3, and 4 are not enabled. During
initial setup, the IAACU first looks for a 10/100 adapter in slot 2, which is
enabled by default. If there is no adapter in slot 2, the IAACU looks for a
Gigabit adapter card in slot 3 and it should be enabled. If the Gigabit adapter
card is not enabled, right-click the adapter icon to enable it. After the initial
setup, you can then enable all other NIC interfaces installed.
You must modify the adapter by completing the IP task (to modify IP configurations)
and then choosing one or more of the following tasks, as appropriate:
v DNS (to modify DNS configurations)
v WINS (to modify WINS configurations)
v HOSTS (to modify host configurations)
Chapter 2. Getting started 11
12 NAS Gateway 300 User’s Reference
Chapter 3. Configuration and administration tools
Attention
Changing the preloaded software configuration of this product, including
applying or installing unauthorized service packs or updates to preinstalled
software, or installing additional software products that are not included in
either the preloaded image or on the Supplementary CD-ROM, might not be
supported and could cause unpredictable results. For updated compatibility
information, refer to the IBM Web site:
www.ibm.com/storage/nas
To correct problems with a preloaded software component, back up your user
and system data. Then, use the Recovery CD-ROM to restore the preloaded
software image.
The NAS Gateway 300 appliance comes with the following configuration programs
that you can use to configure and administer the appliance:
v Terminal Services Client (page 15)
This tool enables you to remotely administer the appliance.
v IBM Advanced Appliance Configuration Utility (IAACU, page 16)
You can use the IAACU to set up and configure the network configuration on the
appliance.
v Universal Manageability Services (page 20)
This tool allows you to remotely manage your appliance using a Web browser.
v Windows 2000 for Network Attached Storage (page 23)
This is a Web-based GUI for administrators who are not familiar with Windows.
This chapter describes these tools in general and then in detail.
Using a keyboard, monitor, and mouse for setup and configuration
It is recommended that you directly attach a keyboard, monitor, and mouse to the
NAS Gateway 300 when:
v Initially setting up and configuring the device
v Changing or adding to RAID arrays defined on the fibre-attached storage
v Troubleshooting the device
Summary of configuration and administration tools
There are several ways to set up and administer the NAS Gateway 300.
Terminal Services Client
The Terminal Services Client, when installed on a workstation that is
attached to the same network as the NAS Gateway 300 desktop. If you are
familiar with administrative tasks using a Windows desktop, you can use
Terminal Services.
See “Terminal Services and the IBM NAS Administration console” on
page 15 for more information.
© Copyright IBM Corp. 2002 13
IBM Advanced Appliance Configuration Utility (IAACU)
The IBM Advanced Appliance Configuration Utility (IAACU) aids in setting
up and reconfiguring the network configuration on your appliances. The
IAACU agent works with the IAACU console to automatically detect the
presence of appliances on the network.
After the appliance is detected by the IAACU console, you can use the
IAACU to:
v Set up and manage the network configuration for the appliance, including
assigning the IP address, default gateway, network mask, and DNS
server to be used by the appliance. (See the note in “Setting up the
network” on page 11, regarding the Ethernet adapter that is integrated on
the planar board.)
v Start Universal Manageability Services on the appliance, enabling you to
perform advanced systems-management tasks.
See “IBM Advanced Appliance Configuration Utility” on page 16 for more
information.
Universal Manageability Services
Universal Manageability Services (UM Services) provides point-to-point
remote management of client systems using a Web browser. Use UM
Services to:
v Learn detailed inventory information about your computers, including
operating system, memory, network cards, and hardware.
v Track your computers with features such as power management, event
log, and system monitor capabilities.
v Integrate with Tivoli Enterprise, Tivoli NetView
®
Unicenter, Microsoft SMS, and Intel®LANDesk Management Suite.
, Computer Associates
In addition, you can link to Windows 2000 for Network Attached Storage
and Terminal Services from UM Services.
See “Universal Manageability Services” on page 20 for more information.
Windows 2000 for Network Attached Storage
The NAS Gateway 300 provides a Web-based GUI, Microsoft Windows
2000 for Network Attached Storage (Windows 2000 for NAS). Using
Windows 2000 for NAS, you navigate through administrative task categories
by clicking the appropriate tabs and then selecting a task from that
category.
See “Windows 2000 for Network Attached Storage” on page 23 for more
information.
14 NAS Gateway 300 User’s Reference
Terminal Services and the IBM NAS Administration console
If you are familiar with Windows operating systems, you can use Terminal Services.
In some cases, you must use Terminal Services to complete administrative tasks.
You can access Terminal Services in two ways:
1. Through the UM Services browser, as described in “Starting UM Services” on
page 21.
2. By using the Terminal Services Client software.
Installing Terminal Services
To use the Terminal Services Client, complete the following steps to install it on the
remote workstation and connect to the NAS Gateway 300 appliance:
1. Insert the Supplementary CD-ROM into the workstation CD-ROM drive.
2. Select Start → Run.
3. In the Open field, type (with quotation marks)
"x:\Terminal Services Client\Disk 1\setup.exe"
where x is the drive letter assigned to the CD-ROM drive.
4. Click OK to begin the Terminal Services Client Setup program.
5. Accept the defaults in each window that opens or refer to the Microsoft
Windows documentation for more instructions.
6. When the Terminal Services Client Setup program completes, ensure that the
workstation has network-connectivity to the NAS appliance so that you can
administer the appliance.
Connecting to the desktop through Terminal Services
To connect to Terminal Services from your workstation, do the following:
1. Click Start → Programs → Terminal Services → Terminal Services Client.
2. In the Server field, select the computer name of the appropriate NAS Gateway
300. If that NAS Gateway 300 is not listed, type the IP address or the computer
name of the NAS Gateway 300. The computer name is predefined as
IBM5196-xxxxxxx, where xxxxxxx is the serial number located in the lower right
corner of the bezel on the front of the appliance. If you have changed the
computer name from the predefined value, use that name instead.
Note: Although you can do so, it is recommended that you not change the
default computer name to avoid the chance of propagating
misidentification through the system. And, if you are using IBM Director
to manage your appliance, and you change the default name, the default
name continues to appear in IBM Director.
3. For Size, select a screen size in which the NAS Gateway 300 desktop will
appear. It is recommended that you choose a size other than full screen.
4. Click Connect to start the Terminal Services Client session. A user login window
opens.
5. Log in. Type Administrator in the Username field, type password in the
Password field, and then click OK to log in. After you log in, you can begin
using Terminal Services Client to configure and manage the NAS Gateway 300,
as if a keyboard, mouse, and monitor were directly attached to it. The NAS
Gateway 300 desktop contains a shortcut, titled IBM NAS Admin, to a special
console, the IBM NAS Administration console.
Chapter 3. Configuration and administration tools 15
IBM NAS Administration console
The IBM NAS Administration console includes all the standard functions provided by
the standard Computer Management console available on any Windows 2000
desktop, plus the following functions specific to the NAS Gateway 300:
v Cluster Administration (see “Configuring clusters” on page 41)
v These advanced functions (see Chapter 6, “Managing and protecting the network
and storage” on page 55):
– FAStT MSJ
– NAS Backup Assistant
– Persistent Storage Manager
– Tivoli SANergy
Determining who is using the network-attached storage
Occasionally, you might want to know who is using the network-attached storage.
To determine this information:
1. Start a Windows Terminal Services session from the administrator’s console to
the NAS Gateway 300.
2. Click the IBM NAS Admin icon on the desktop.
3. In the left pane, click File Systems → Shared Folders → Sessions.
4. The users currently using the storage are displayed. To close those sessions,
use a right-click. Before you close a session, notify the user that you are going
to close the session by clicking Start → Programs → Accessories → Command
Prompt, and then issuing the net send hostname messagetext command.
IBM Advanced Appliance Configuration Utility
Note: Although you can do so, it is recommended that you not change the default
computer name of your NAS appliance to avoid the chance of propagating
misidentification through the system. Also, The IBM Advanced Appliance
Configuration Utility (IACCU) depends on the original name to function.
The IBM Advanced Appliance Configuration Utility helps you to set up and
reconfigure the network configuration on the NAS Gateway 300 appliance, as well
as other IBM appliances.
The IAACU agent, preinstalled on the NAS Gateway 300 appliance, works with the
IAACU console, a Java-based application that is installed on a network-attached
system. You can use the IAACU as a systems-management console to
automatically detect the presence of NAS Gateway 300 appliances on the network.
After the NAS Gateway 300 appliance is detected by the IAACU console, use the
IAACU to set up and manage the appliance’s network configuration, including
assigning the IP address, default gateway, network mask, and DNS server to be
used by the appliance. You can also use the IAACU to start Universal Manageability
Services (UM Services) on the appliance, enabling you to perform more advanced
systems-management tasks.
For networks that are not currently running DHCP servers, the IAACU is useful for
automatically configuring network settings for newly added appliances, such as the
NAS Gateway 300.
However, networks with DHCP servers will also benefit from using the IAACU
because it enables you to reserve and assign the appliance IP address in an
orderly, automated fashion. Even when you use DHCP and do not reserve an IP
16 NAS Gateway 300 User’s Reference
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