Intergraph InterServe Start Guide

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InterServe WebScale

Quick-Start Guide

April 1998 DSA086800

Copyright



1998 Intergraph Computer Systems. All rights reserved. This document contains information protected by copyright, trade secret, and trademark law. This document may not, in whole or in part, be reproduced in any form or by any means, or be used to make any derivative work, without written consent from Intergraph Computer Systems.

Use, duplication, or disclosure by the United States Government is subject to restrictions as set forth in subdivision (c)(1)(ii) of the rights in technical data and computer software clause at DFARS 252.227-7013. Unpublished rights are reserved under the copyright laws of the United States.

Intergraph Computer Systems, Huntsville AL 35894-0001

Notice

Information in this document is subject to change without notice and should not be considered a commitment by Intergraph Computer Systems. Intergraph Computer Systems shall not be liable for technical or editorial errors in, or omissions from, this document. Intergraph Computer Systems shall not be liable for incidental or consequential damages resulting from the furnishing or use of this document.

All warranties given by Intergraph Computer Systems about equipment or software are set forth in your purchase contract. Nothing stated in, or implied by, this document or its contents shall be considered or deemed a modification or amendment of such warranties.

Trademarks

Intergraph Computer Systems and the Intergraph Computer Systems logo are registered trademarks of Intergraph Computer Systems. Other brands and product names are trademarks of their respective owners.

Getting Started

Welcome

Welcome to InterServe WebScale! InterServe WebScale is an integrated software set that enhances the availability and scalability of Internet server applications such as Web servers, File Transfer Protocol (FTP) servers, and other mission-critical Web applications. WebScale provides scaleable, fault-tolerant clustering to two or more servers. Intergraph Computer

Systems’ servers include InterServe Web, InterServe Firewall, and InterServe 80/800/8000 series. The WebScale software set includes:

Intergraph Computer Systems’ WebScale software, based in part on technology from Valence Research, Inc.

Intergraph Computer Systems’ InterSite WebScale Management Console, an interactive interface for managing clusters and nodes.

Use this Quick-Start Guide for instructions about installing and configuring your WebScale software. Along with this document, you received the following documentation:

The WebScale User’s Guide and WebScale online Help, delivered online with the WebScale software.

Online Help for the InterSite WebScale Management Console, delivered with the InterSite WebScale software.

NOTE If you purchased a new InterServe server with your WebScale software, use the

Setup

and other documentation provided with your system to unpack, set up, and complete system configuration on your server. Then return to this document for instructions about installing and configuring your WebScale software.

System

WebScale

Getting a License Key

Before you can install and run the WebScale software, you must get a license key to enable the software. The key identifies the machine on which the software can run, as well as the expiration date of demonstration software.

To get a license key, complete the following form and fax it to Intergraph Computer Systems, Software Delivery Customer Services, at 1-888-797-5435 or call Intergraph at 1800-760-5666. If you are located outside the United States, please contact your local Intergraph Computer Systems office. When the form is received, a license key will be generated and returned to you by the response method you specify (email, fax, or telephone).

First name: Street address: Last name: Company: City: Title: Zip/postal code: Email: Country: Phone: Fax: Preferred response method: WA number or Intergraph order number1: LAN ID /Service Address Number1: Serial number of server2: Select product to be licensed:



WebScale Pro Starter Kit (SH**560)



WebScale Starter Kit (SH**554)



WebScale Run-Time License (SH**555) Cluster size: Medium (up to 8 nodes) Full Internet name of cluster:

The WA number, order number, and LAN ID can be found on the customer packing list found in the Software Delivery Customer Information folder, included in your software delivery. A sample of the packing list is shown below, with the required information for the InterSite WebScale License Key Request form in bold. Call Intergraph Computer Systems Software Delivery at 1-800-760-5666 if you have difficulty locating this information.

Sample Packing List

Order Number 33084792950815 001 12-Apr-1997 CUSTOMER NAME LAN-ID WA NUMBER

------------- ------ --------Main Street Industries 0319563 33084792 QTY PRODUCT NUMBER STATUS PRODUCT NAME STOCK_NBR DOCUMENT MENU

----- ------------- ------------ ------------ ---------- ------

1 SSBY534AC-0200A NFS-CLIENT SS0N534AC-0202A NFS-CLIENT KSA00570C 1 SSBY534AC-0200A NFS-CLIENT SS0N534AC-0202A NFS-CLIENT KSA00570C

The serial number of the server can be found as described in the system documentation delivered with the server.

Installing WebScale Software

The following instructions provide information for installing WebScale software on a system with single or dual installed network interface cards (NICs).

A WebScale server configured with a single installed NIC is the most common configuration and will provide good overall performance for most types of cluster configurations and network traffic patterns. However, if you have a large amount of dedicated traffic, you may improve performance by using a second NIC to segregate the cluster traffic from the dedicated traffic. For example, you may have high-volume replication between the WebScale cluster servers for which there may be no low usage hours in which to schedule the replication, or you may have routine transfers of large amounts of data to and from your servers.

Gathering Pre-Installation Information

Determine the following information before setting up WebScale. Record the information in the space provided:

Primary Internet Protocol (IP) Address: The cluster-wide virtual IP address to be used for all hosts in the cluster.

Subnet mask: The subnet mask for the cluster’s primary IP address.

Full Internet Name: The cluster’s full Internet name (for example, cluster.mycompany.com) which resolves to the Primary IP Address. Refer to your license key form for this information, and ensure that the Internet name you specify matches the name listed on the license key form.

Existing IP information: The IP addresses and subnet masks for any existing NICs on the system. If using multiple NICs of the same model, take note of the instance number of each NIC to differentiate between these interfaces during configuration.

Verify that the NIC, interface driver, and Domain Name Service (DNS) configurations are correct on your server:

You can verify the NIC functionality by pinging or connecting to a remote system.

Verify with your DNS administrator that an entry has been made into your DNS database to resolve the Full Internet Name of the cluster to the Primary IP Address. If the fully-qualified name for the cluster is not resolvable to the Cluster IP Address, then use of the Final License Key will not be possible.

NOTE The Primary IP address is

This address may also be referred to as the cluster IP address or virtual address.

specific to the cluster

, and does not address any individual server.

Determine if your router supports proxy Address Resolution Protocol (ARP) for multicast Media Access Control (MAC) addresses. If not, you will need to create a static ARP entry in

your router to resolve the Primary IP Address to the Cluster’s MAC address (as displayed in the WebScale Setup Dialog, once Setup is complete).

NOTE Cisco routers must have a static ARP entry because they do not support proxy ARP for

multicast MAC addresses.

Installing the Software (Single and Dual NIC)

The instructions below provide a step-by-step list for installing your Intergraph Computer Systems WebScale software.

NOTE For more complete information about installing and using the WebScale product, refer to the

online

WebScale User’s Guide

WebScale diskette.

To install WebScale:

1. Insert the diskette containing the WebScale software into the system’s floppy disk drive.

2. From the Windows NT Start menu, select Settings, and then click Control Panel, and

then double-click the Network icon.

and WebScale product Help, available on the Intergraph

3. Click on the Adapter tab. Click Add, and then click Have Disk. The Insert Disk

dialog displays.

4. Ensure that the path name to the WebScale diskette is correct, and click OK.

5. Click OK to install the WebScale driver.

6. After the driver is installed, a notice displays prompting you to ensure that network

bindings are set properly. Click OK.

7. Setup displays the WebScale license agreement. Read the agreement, and click Agree

to accept it. The WebScale Setup dialog displays.

8. The WebScale Setup dialog is divided into sections, with each section applying to a

different aspect of the cluster configuration. Each section is described below:

−

Cluster Parameters. These parameters are cluster-wide, and must be the same for all host computers in the cluster. Unless otherwise noted, these fields are required:

Primary IP Address

Subnet Mask Full Internet

Name

The cluster IP address you recorded earlier in “Gathering Pre-Installation Information.”

The subnet mask for the Primary IP Address. The fully-qualified DNS node name of the cluster, as

recorded earlier in “Gathering Pre-Installation Information.”

Network Address

The Cluster’s machine address (MAC). This information is determined by the software; an entry for this field is not required.

Multicast Support

Intergraph Computer Systems recommends you leave this parameter checked (the default setting is enabled) unless instructed otherwise by our support staff. Using this option may require a static ARP entry depending on the capability of your router (see the section “Gathering Pre-Installation Information” above for more detail).

Remote Password

Remote Control

If you enable Remote Control, you should create a password for security.

Leave this option enabled (checked) if you want to administer this cluster host from a remote system.

−

Host Parameters. These parameters are unique for each cluster node, or host. Unless otherwise noted, these fields are required:

Priority (ID)

The Host priority is a value unique to each server in the cluster. It specifies the host’s traffic handling priority for Transmission Control Protocol (TCP) and User Datagram Protocol (UDP) ports not managed by the Port Rules section of the WebScale Setup dialog. This priority is used when a host within the cluster fails.

Initial State

Indicates whether the host should immediately join the cluster when Windows NT is started. The default is enabled, or checked.

Dedicated IP Address

The host’s unique, or real, IP address. The address is used for network traffic not associated with the cluster (for example, replication traffic between cluster hosts). In a single NIC configuration, this will be the physical adapter’s original IP address. For dual NIC configurations, this entry is not necessary.

Subnet Mask

−

Licensing. These required parameters control the licensing information for the

The subnet mask for the dedicated IP address.

cluster:

License Key

The final license key, obtained earlier as described in “Getting a License Key.” If the Domain Name Service (DNS) nodename for the cluster is not yet resolvable, enter the supplied trial key.

NOTE The port rules entered on each host in the cluster must have matching Port Ranges,

Protocol Types, and Filtering Modes set up for them. If WebScale detects an inconsistent

rule among the hosts in the cluster, it will enter a message in the Windows NT Event Log and the host will not be accepted as part of the cluster.

−

Port Rules. These parameters control how cluster traffic is handled for groups of TCP and UDP ports:

Port Range

The range of TCP or UDP port numbers which are controlled by the rule you are currently defining or modifying. For example, if you wanted to specify a rule for HTTP traffic (port 80), the range would be 80 to 80.

Protocols

The protocols allowed on the ports you have defined for the current rule. Select TCP, UDP or BOTH.

Filtering Mode

The method of distributing incoming network traffic to the cluster. Select one of the following:

Multiple Hosts

Allows WebScale to automatically distribute the port’s network traffic to multiple hosts within the cluster, according to a load percentage that you specify.Page Break

Single Host

Directs all of the port’s network traffic to the host with the highest handling priority.

In this mode, you specify a set of priorities for handling the port’s network traffic in the event of a host failure. This lets you assign the network traffic for different host ports to different servers in the cluster, and customize the failover policy for each port.

Disabled

NOTE Refer to the online Help for a more detailed explanation of the Loading and Affinity options.

9. Click Add to add the new rule, and then click OK to exit the configuration.

10. Continue to the section titled “Configuring Bindings” appropriate to your configuration

(single or dual NICs).

Blocks all traffic to the port. This option is useful for providing a firewall against unwanted network access to your cluster.

Configuring Bindings (Single NIC)

This section provides instructions for configuring the network bindings if your cluster has a single NIC configuration. If your cluster has a dual NIC configuration, refer to the following Dual NIC section.

To configure bindings for a single NIC cluster configuration:

1. Click the Bindings tab under the Network Settings Dialog, and select All Protocols

from the Show Bindings pulldown.

2. Click on each protocol to expand it.

3. For each protocol, select the WebScale Virtual NIC, and then select Move Up to move

the WebScale protocol above the dedicated adapter (this adapter is the physical NIC).

4. Select the dedicated adapter under the TCP/IP and WINS Client protocols, and click

Disable so only the WebScale Virtual NIC adapter is enabled.

NOTE Both adapters (virtual and dedicated) should still be enabled, or bound, under the WebScale

Driver Protocol.

5. Click the Protocols tab, and click Yes to save the changes. The Microsoft TCP/IP

Properties dialog displays.

6. Click Adapter. The WebScale Virtual NIC adapter should be the only adapter visible.

7. Configure the TCP/IP settings for this adapter as if it were the dedicated network

adapter (with the node’s real IP address information, not the cluster’s virtual IP address information), and then click Advanced.

8. Under IP Addresses, click Add to add the cluster’s IP address. After entering the IP

address, you should see two IP addresses in the list: the node’s real IP address and the cluster’s virtual IP address. Click OK.

9. Click OK again to confirm the network bindings, and then close the Network Settings

dialog.

10. Restart the system as prompted to allow the changes to take effect.

Configuring Bindings (Dual NIC)

This section provides instructions for configuring the network bindings if your cluster has a dual NIC configuration. If your cluster has a single NIC configuration, refer to the previous Single NIC section.

1. Click the Bindings tab under the Network Settings Dialog, and select All Protocols

from the Show Bindings pulldown.

2. Click on each protocol to expand it.

3. For each protocol, select the WebScale Virtual NIC, and the select Move Up to move

the WebScale protocol to the top of binding order for each protocol.

4. Select the WebScale Driver protocol, and enable both the WebScale Virtual NIC and

the cluster adapter (the physical adapter which WebScale will use for cluster traffic) by selecting each adapter and clicking Enable. Select all other adapters (such as the dedicated adapter for the node), and click Disable to disable them.

5. Under both the WINS Client and TCP/IP protocols, select both the WebScale Virtual

NIC and the dedicated adapter (the physical NIC for the node), and select Enable to enable them. Select the cluster adapter, and select Disable to disable it.

6. Click the Protocols tab, and click Yes to save the changes. The Microsoft TCP/IP

Properties dialog displays.

7. Click Adapter and select the WebScale Virtual NIC. Type the cluster IP address in

the IP Address field. Enter the Subnet Mask and Default Gateway for the cluster IP address.

8. Click OK to complete the network bindings, and then close the Network dialog.

9. Restart the system as prompted to allow the changes to take effect.

Testing the Configuration

When the system is restarted, you can test the validity of the WebScale configuration by using the following commands from the MS-DOS command prompt:

Command webscale query

webscale display

Action

Shows that the system is working and confirms the system configuration by displaying the current settings.

Displays the current details about the cluster.

InterSite WebScale Management Console

The InterSite WebScale Management Console provides a graphical interface for WebScale management tasks. Based in part on technology from Valence Research, Inc., WebScale provides features that allow you to:

Configure and manage remote and local clusters.

Configure and schedule remote and local nodes.

Launch replication services interactively.

For more information on the InterSite WebScale Management Console, refer to the online Help delivered with the product.

Intergraph Customer Support

Intergraph Computer Systems offers an assortment of customer support options, described later in this section. If you encounter problems setting up and configuring WebScale, consult the online WebScale User’s Guide and product Help first. If you cannot solve the problem, you can contact Intergraph Computer Systems for help.

Before You Contact Intergraph

To get the answers you need quickly, have the following information available before you call:

Type of router(s) used, if any.

Computer’s serial number.

Cluster name.

Final license key.

Internet Protocol (IP) address for the cluster.

Number of nodes in cluster.

Dedicated IP addresses for each node in the cluster.

Hardware and Software Support Services

Intergraph Computer Systems provides a variety of hardware services for Intergraph and third-party equipment. Services include warranty upgrades, repair depot service, on-site hardware maintenance, system administration, and network consulting. Hardware purchased from Intergraph Computer Systems includes a factory warranty ranging from 30 days to three years. A detailed warranty description is available on the World Wide Web; see the Support pages at http://www.intergraph.com/ics.

Intergraph Computer Systems provides complimentary software support for 30 or 90 days following shipment of a hardware or software product. This includes World Wide Web access, Intergraph Bulletin Board Service access, FAXLink service, and telephone (Help Desk) support. At the end of the complimentary support period, you can purchase other levels of software support.

World Wide Web

You can visit Intergraph Computer Systems on the World Wide Web at http://www.intergraph.com/ics. On these pages, you can get news and product information, technical support information, software updates and fixes, and more.

Intergraph Bulletin Board Service

On the Intergraph Bulletin Board Service (IBBS), you can get technical support information, software updates and fixes, and more.

To connect to the IBBS:

1. Set your system’s communications protocol for eight (8) data bits, no parity, one (1) stop

bit, and any baud rate up to 14,400.

2. Using a modem, call 1-256-730-8786. Outside the United States, call one of the mirror

sites listed on World Wide Web; see the Software Support pages at http://www.intergraph.com.

3. At the login prompt, key in your user ID. If you have not connected before, key in new

to create a user ID.

4. Follow the menus to find what you need. The IBBS provides clear choices and online

help.

If you have trouble connecting to or using the IBBS, call the Customer Response Center at 1-800-633-7248 (product entry IBBS) or leave a message for the IBBS System Operator at 1-256-730-1413.

FAXLink

To use the FAXLink:

Call 1-800-240-4300 for information on how to get technical support information using the FAXLink.

Call 1-256-730-9000 to get documents (up to five per call).

Telephone

To get customer support by telephone:

In the United States, call 1-800-633-7248 between the hours of 7:00 a.m. and 7:00 p.m. Central Time, Monday through Friday (except holidays).

Outside the United States, contact your local Intergraph Computer Systems subsidiary or distributor.

Have the following information available when you call:

Your service number, which identifies your site to Intergraph Computer Systems. You use your service number for warranty or maintenance calls.

Your Customer Personal Identification Number (CPIN). You get a CPIN the first time you call the Customer Response Center; it is associated with your service number for future call logging.

The product’s name or model number.

The product’s serial number. Software product serial numbers are included in the product packaging. Hardware product serial numbers are on a sticker affixed to the hardware product.

Your name and telephone number, and a brief description of the question or problem.

More Support Options

To get information on more customer support options:

Visit the Support pages on the World Wide Web at http://www.intergraph.com/ics.

For hardware support questions in the United States, call 1-800-763-0242.

For software support questions in the United States, call 1-800-345-4856.