Overland Storage REO 1000 Setup Manual

Overland
Storage

REO 1000™ with

Protection OS™ Software

Disk-Based Backup-and-

Recovery Appliance

REO SERIES™ Setup Guide

26 July 2005

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REO SERIES™

Setup Guide

Chapter 1 Reviewing REO 1000 Concepts and Requirements . . . . . . . . . . . 11

Contents

Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Important Concepts to Understand . . . . . . . . . . . . . . . . 11

Internet SCSI (iSCSI) Protocol . . . . . . . . . . . . . . . . . . 11

Disk-to-Disk-to-Tape (D2D2T) Backup Capabilities . . . . . . . . . 12

Redundant Array of Independent Disks (RAID). . . . . . . . . . . 13

Tape Emulation . . . . . . . . . . . . . . . . . . . . . . . . 14

Logical Volume Management (LVM). . . . . . . . . . . . . . . 14

Virtual Tape-Libraries (VTLs) . . . . . . . . . . . . . . . . . . . 14

Reviewing Pre-Installation Requirements . . . . . . . . . . . . . . 15

Network . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

iSCSI Initiators . . . . . . . . . . . . . . . . . . . . . . . . . 15

Browser . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Setting the SCSI Time-Out Value in Windows Environments . . . . . . . 19

Chapter 2 Setting Up the REO 1000 . . . . . . . . . . . . . . . . . . . . . . . 21

Preparing the REO Appliance . . . . . . . . . . . . . . . . . . . 21

Positioning the REO Appliance in a Rack . . . . . . . . . . . . . . 22

Installing the Disk Carriers and Disk Drives . . . . . . . . . . . . . . 26

Connecting the REO Appliance to the Management LAN. . . . . . . 27

Chapter 3 Using the REO SoftKey to Start the REO 1000 . . . . . . . . . . . . . . 29

Understanding What the REO SoftKey Is. . . . . . . . . . . . . . . 29

Backing Up Your REO SoftKey (Pre-Configuration) . . . . . . . . . . 29

Deciding Whether to Configure the Ports via the Key or the GUI . . . . 30

Editing the Configuration Files Manually . . . . . . . . . . . . . 30

Attaching the REO SoftKey to the Appliance . . . . . . . . . . . . 34

Chapter 4 Attaching the Power Cord and Enabling Power . . . . . . . . . . . . . 35

Verifying Insertion of Disks and Key . . . . . . . . . . . . . . . . . 35

Attaching the Power Cord to the Appliance . . . . . . . . . . . . 35

Enabling Power to a New Appliance . . . . . . . . . . . . . . . . 36

Shutting Down the REO Appliance. . . . . . . . . . . . . . . . 37

Chapter 5 Configuring the Software Environment . . . . . . . . . . . . . . . . . 39

Tracking Configuration Information . . . . . . . . . . . . . . . . 40

Entering or Verifying the Gateway Address and

Management Port Information . . . . . . . . . . . . . . . . . . 49

Checking the New Connection to the Management Port . . . . . . 51

Configuring the GbE Data Port . . . . . . . . . . . . . . . . . . 52

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Overland Storage REO 1000™ with Protection OS™ Software

Entering the System Information . . . . . . . . . . . . . . . . . . 53

Configuring Logon Information . . . . . . . . . . . . . . . . . . 54

Configuring E-mail Alerts . . . . . . . . . . . . . . . . . . . . . 54

Setting the Time and Date Information . . . . . . . . . . . . . . . 56

Connecting the Data Port . . . . . . . . . . . . . . . . . . . . 56

Establishing Communication Between the Systems

Involved in the Backup Process and the Appliance. . . . . . . . . . 57

Chapter 6 Changing the Volume Setup or Creating Logical Volumes . . . . . . . . 59

Using the Default Volume Setup . . . . . . . . . . . . . . . . . . 59

Changing the Volume Configuration. . . . . . . . . . . . . . . . 59

Selecting JBOD . . . . . . . . . . . . . . . . . . . . . . . . 60

Selecting a RAID Configuration . . . . . . . . . . . . . . . . . 61

Creating Logical Volumes . . . . . . . . . . . . . . . . . . . . 65

Chapter 7 Configuring REO Devices as Disk or Tape Devices . . . . . . . . . . . . 67

Using Devices as Disk Devices . . . . . . . . . . . . . . . . . . . 67

Creating Tape Devices. . . . . . . . . . . . . . . . . . . . . . 67

Changing a Device from Disk to Tape (Standard) . . . . . . . . . 68

Changing a Device from Disk to Dynamic Tape . . . . . . . . . . 71

Chapter 8 Associating Targets (Devices) and Initiators . . . . . . . . . . . . . . 77

Understanding How Initiators and Targets (Devices) are Connected . . 77

Reviewing iSCSI Naming Conventions . . . . . . . . . . . . . . 77

Reviewing How Targets (REO Devices) and

Initiators are Associated . . . . . . . . . . . . . . . . . . . . 79

Configuring Targets (REO Devices) and Initiators . . . . . . . . . . . 81

Configuring REO Devices (Targets) and Initiators . . . . . . . . . . 82

Configuring the iSCSI Initiator with

Target (REO Device) and Initiator Assignments. . . . . . . . . . . 84

Backing Up Your REO SoftKey (Post-Configuration) . . . . . . . . . . 84

Chapter 9 Creating a Virtual Tape-Library (VTL) . . . . . . . . . . . . . . . . . 85

Verifying that a RAID Configuration with Logical Volumes is Selected . . 85

Adding a VTL . . . . . . . . . . . . . . . . . . . . . . . . . . 87

Setting Target Information . . . . . . . . . . . . . . . . . . . . 89

Specifying Initiators . . . . . . . . . . . . . . . . . . . . . . . 90

Backing Up Your REO SoftKey (Post-Configuration) . . . . . . . . . . 93

Chapter 10 Working with the REO 1000 . . . . . . . . . . . . . . . . . . . . . . 95

Logging On from Any System with Network Access . . . . . . . . . . 95

Logging Off the REO GUI . . . . . . . . . . . . . . . . . . . . 96

Understanding the Summary Pages . . . . . . . . . . . . . . . . 96

Reviewing the Device Summary Page . . . . . . . . . . . . . . 97

Reviewing the Initiator Summary Page . . . . . . . . . . . . . . 98

Understanding the VTL Manager Page . . . . . . . . . . . . . . . 99

Understanding How Dynamic Tape Devices Work . . . . . . . . . . 100

Checking Communication with Other Appliances or Systems . . . . . 101

Refreshing the REO GUI Display . . . . . . . . . . . . . . . . . . 102

Reviewing How the Disk Drives are Numbered . . . . . . . . . . . . 102

Understanding What the LEDs Represent . . . . . . . . . . . . . . 103

Relocating (Moving) an Appliance . . . . . . . . . . . . . . . . 103

Chapter 11 Expanding Storage Capacity (Scalability) . . . . . . . . . . . . . . . 107

Setting Up Additional Appliances in an iSCSI Configuration . . . . . . 107

6 X Contents

REO SERIES™ Setup Guide

Appendix A Basic Troubleshooting. . . . . . . . . . . . . . . . . . . . . . . 109

List of E-Mail Alerts . . . . . . . . . . . . . . . . . . . . . . . . 109

Using the Log Files . . . . . . . . . . . . . . . . . . . . . . . . 111

Viewing the Files via the REO GUI . . . . . . . . . . . . . . . . 111

Sending the Files to Technical Support . . . . . . . . . . . . . . 113

Unable to Access the REO Appliance . . . . . . . . . . . . . . . 115

REO Appliance Does Not Start . . . . . . . . . . . . . . . . . . 115

Unable to Log On to the GUI . . . . . . . . . . . . . . . . . . . 115

Internet Explorer Does Not Redirect

from IP Address on Windows Server 2003 . . . . . . . . . . . . . 116

Clicking Submit Invokes a Refresh Error Message

or Receives No Response. . . . . . . . . . . . . . . . . . . . . 118

Page Not Found Message (HTTP 500 Internal Server

Error) Appears in the GUI . . . . . . . . . . . . . . . . . . . . . 120

Why Do I Get a Message that Indicates the REO

is Out of Resources When I Try to Create a VTL? . . . . . . . . . . . 120

Unexpectedly Logged Off . . . . . . . . . . . . . . . . . . . . 120

Unable to Connect to the Disks via Windows Explorer . . . . . . . . . 121

Perpetual Loop of Audio Alerts . . . . . . . . . . . . . . . . . . 123

I Forgot the New Password or Logon Name . . . . . . . . . . . . . 123

Lost or Damaged REO SoftKey or

Files Accidentally Deleted from the Key . . . . . . . . . . . . . . 124

Determining Whether a Disk Drive is Faulty

or There is a Problem with the REO Appliance . . . . . . . . . . . . 124

Forcing an Add (JBOD) . . . . . . . . . . . . . . . . . . . . 124

Re-creating a RAID 0 Volume . . . . . . . . . . . . . . . . . . 126

Rebuilding a Volume (RAID 5) . . . . . . . . . . . . . . . . . . 129

Purchasing a Spare Disk Drive . . . . . . . . . . . . . . . . . . . 132

Does the Appliance Automatically Start After a Power Outage? . . . . 132

Appendix B Specifications . . . . . . . . . . . . . . . . . . . . . . . . . . 133

Electromagnetic Emission. . . . . . . . . . . . . . . . . . . . . 134

Notice. . . . . . . . . . . . . . . . . . . . . . . . . . . . 134

Industry Canada . . . . . . . . . . . . . . . . . . . . . . . 134

Industrie Canada . . . . . . . . . . . . . . . . . . . . . . . 134

FCC Notice . . . . . . . . . . . . . . . . . . . . . . . . . 134

Japan Voluntary Control Council for Interference (VCCI) . . . . . . 135

Taiwan BSMI Class A Warning . . . . . . . . . . . . . . . . . . 135

Declaration of Conformity . . . . . . . . . . . . . . . . . . . 136

Appendix C Customer Support . . . . . . . . . . . . . . . . . . . . . . . . 137

Registering Your Product . . . . . . . . . . . . . . . . . . . . . 137

Locating Additional Information for Your Product . . . . . . . . . . 138

Updating the Appliance . . . . . . . . . . . . . . . . . . . . . 140

Determining the Version of the Protection OS . . . . . . . . . . . 140

Checking For and Downloading Updates. . . . . . . . . . . . . 141

Glossary and Acronym List. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147

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Overland Storage REO 1000™ with Protection OS™ Software

8 X Contents

Preface

The Overland Storage REO 1000 Disk-Based Backup-and-Recovery
Appliance takes the lag time, expense, and burden out of backing up
critical data and works seamlessly within current storage environments.
The REO Appliance performs faster than traditional disk-based storage
methods and serves as a shared network resource by utilizing high­capacity disks, high-speed Ethernet and Internet SCSI (iSCSI)
connectivity, and unique software intelligence capability from Overland
Storage.

The REO Appliance comes with a standard software package called the
Protection OS. The Protection OS software contains all the basic features
that you need to configure your REO Appliance to work within your
network environment.

This document includes information that helps you set up the REO
Appliance, including system requirements, questions that you need to
answer before installing the product, and installation procedures.

Important: If you purchased multiple units, be aware that the keys are

not interchangeable and Overland strongly recommends that you
make a backup copy of the files on the keys before and after you
configure them.

Preface W 9

Overland Storage REO 1000™ with Protection OS™ Software

10 X Preface

1

Reviewing REO 1000 Concepts

CHAPTER

and Requirements

The main steps involved in preparing to set up the REO Appliance
include:

Step 1 Understanding the concepts of iSCSI, disk-to-disk-to-tape (D2D2T)

backup, redundant array of independent disks (RAID), tape emulation,
logical volume management (LVM), and how the REO Appliance fits into
the picture.

Step 2 Reviewing the requirements that your servers and network must meet to

ensure successful installation and operation of the REO Appliance.

Important Concepts to Understand

To understand the configuration of the backup network and how it fits
into the local-area network (LAN), review the following sections.

Internet SCSI (iSCSI) Protocol

Internet SCSI (iSCSI) is a standard protocol for universal access to
shared storage devices over standard, Ethernet-based transmission
control protocol/Internet protocol (TCP/IP) networks. The connection­oriented protocol transports SCSI commands, data, and status across an
IP network. For more information, see Glossary and Acronym List on
page 143.

iSCSI Architecture

The iSCSI architecture is based on a client-server model. The client is a
host system that issues requests to read or write data. iSCSI refers to a
client as an initiator. The server is a resource that receives and executes
client requests. iSCSI refers to a server as a target.

File servers, which store the programs and data files shared by users,
normally play the role of server. With the REO Appliance, the application
and backup servers within your network act as clients or initiators and
the REO Appliance acts as a server or target. The initiators can either be
software drivers or iSCSI host bus adapters (HBAs) on the server that is
being backed up.

Reviewing REO 1000 Concepts and Requirements W 11

Overland Storage REO 1000™ with Protection OS™ Software

Disk-to-Disk-to-Tape (D2D2T) Backup Capabilities

The REO Appliance is a storage resource used by a single backup server
or shared by multiple backup servers using an Ethernet network. By
using standard backup software, you can copy backup data that resides
on the REO Appliance to tape for long-term data retention.

The following illustration shows application servers sending backup data
over a Gigabit Ethernet (GbE) LAN to backup servers sharing REO
Appliance D2D storage over GbE.

Application servers

Storage-Area Network (GbE)

Ethernet

REO

Backup Network, 10/100/1000 BaseT
Ethernet

Backup Server

Ethernet

Tape

12 X Reviewing REO 1000 Concepts and Requirements

REO SERIES™ Setup Guide

In addition to being part of the LAN, the backup servers, and the REO
Appliance are part of the GbE backup SAN.

Management

browser

interface (console)

LAN

Server 4

GbE or 10/100

GbE or 10/100

Tape sub-system

GbE Switch

GbE or 10/100

GbE or 10/100

GbE or 10/100

GbE or 10/100

Management

Server 3Server 2Server 1

GbE or 10/100

GbE or 10/100

Backup server

SCSI

REO

Redundant Array of Independent Disks (RAID)

RAID provides convenient, low-cost, reliable storage by saving data on
more than one disk drive simultaneously. If one disk drive in a RAID 5
configuration becomes unavailable, the others continue to work in a
degraded state, thus avoiding downtime for users.

Server 8Server 7Server 6Server 5

GbE or 10/100

Backup server

SCSI

Tape sub-system

Note: Because RAID 5 is designed for data protection, you might see

performance degradation when compared to JBOD operations.

RAID allows you to group the individual disk drives on the REO
Appliance into logical disk drives of different sizes. You can configure
your REO Appliance to create a physical RAID volume by selecting either
of the following RAID options:

 RAID 0. This configuration uses striping, which provides enhanced

performance and volume-level capacity. It divides the data into blocks
and writes each block to a separate disk drive, which improves
performance by dispersing the input and output load. RAID 0 does not
provide data redundancy.

 RAID 5. This configuration uses striping and distributed parity,

which provides a balance between performance and availability. In
addition to dividing the data into blocks as described for RAID 0, the
parity information is also striped across the disks. If one of the disk
drives fails, you can use the parity information to rebuild the lost data.

Important Concepts to Understand W 13

Overland Storage REO 1000™ with Protection OS™ Software

In addition to using either of the preceding RAID configurations, you can
also take advantage of logical volume management (LVM) and create
logical volumes from the data pool.

Tape Emulation

The Protection OS software includes two tape emulation features, which
you can use to create virtual linear tape-open (LTO-2) tape devices that
provide 2-to-1 compression ratios with typical data sets (actual
performance might vary with application). When you use tape emulation,
the disk drives on the REO Appliance appear to your backup software as
LTO-2 tape drives, which simplifies the setup process while
simultaneously providing data compression and the attributes of backing
up data to disk. The REO Appliance uses an InstantSearch feature that
ensures you can recover any file in any directory in less than one second.

Depending on the configuration that you use, you get a different number
of virtual LTO-2 devices. In the just-a-bunch-of-disks (JBOD)
configuration, you can have up to four. If you use RAID 0 or 5 without
logical volumes, you can have one. If you use logical volumes with RAID 0
or 5, you can create up to 64 virtual LTO-2 devices.

If you decide to use tape emulation, you also have the option of using
fixed-length (Tape) or dynamic-length (Dynamic Tape) devices. To take
advantage of the Dynamic Tape option, you must use logical volumes,
which is described in the next section. Using Dynamic Tape lets you
create devices that adjust to the size of individual backup jobs.

Logical Volume Management (LVM)

With LVM, you can create multiple logical volumes (partitions) of
different sizes and assign logical unit numbers (LUNs) to represent the
different volumes, or REO devices. This feature lets you set up and assign
devices to different systems according to your needs and the
configuration and type of storage network that you use.

Using this feature in the Protection OS software, you can create up to 64
LUNs, and you can reassign space allocation for disk or standard (not
dynamic) virtual tape-devices, in 1 gigabyte (GB) increments, on the fly.

Virtual Tape-Libraries (VTLs)

The VTL feature lets you create up to four virtual libraries on your REO
Appliance that emulate a NEO SERIES tape library (NEO 2000, 4100, or

4200). The VTL appears as a standard physical library to your backup
software. (If you already use a physical library in your backup process,
this feature helps you integrate a disk-based backup solution into your
existing environment.) It includes virtual versions of the storage
elements (storage slots, also known as bins) and data-transfer elements
(tape drives) that make up a physical library or changer.

To take advantage of the VTL feature, you must use a RAID
configuration with logical volumes. Each virtual tape-cartridge is
automatically defined for you by the REO GUI as a device of type
Dynamic Tape, which means that it adjusts to the size of an individual
backup job. (For more information, refer back to Tape Emulation.) You
can create up to 180 virtual cartridges and 32 virtual drives.

14 X Reviewing REO 1000 Concepts and Requirements

Reviewing Pre-Installation Requirements

Before attempting to operate the REO Appliance with your backup
servers, verify that your network meets the minimum requirements
specified in the following sections.

Important: If you purchased multiple units, be aware that the keys are

not interchangeable and Overland strongly recommends that you
make a backup copy of the files on the keys before and after you
configure them.

Network

For best results, Overland Storage strongly recommends that you use a
dedicated GbE network to share the storage resources on the REO
Appliance among multiple backup servers.

To ensure optimum performance, always use the appropriate patch
cables to connect the REO Appliance to the backup-server storage
network. To select the appropriate cables, use the following guidelines:

 You must use Category 5e (or better) cables for GbE connections. You

can use either straight-through or cross-over cables.

 If you intend to connect the REO Appliance to a 100 BaseT network,

use Category 5 (or better) shielded (screened) or unshielded 100-ohm
twisted-pair RJ-45 network cables.

 The maximum length of cable for any Ethernet-based network

connection is 328 feet (100 meters).

Note: For smaller environments, you can attach the REO Appliance

directly to a single application or backup server by using standard
Category 5e cables without the use of a switch.

REO SERIES™ Setup Guide

iSCSI Initiators

iSCSI initiators are required to communicate with the iSCSI targets
(REO Devices) on the REO Appliance. Each backup server that will
interface with the REO Appliance must be equipped with a software- or
hardware-based initiator. The REO Appliance supports any computing
platform with an available iSCSI initiator, either in software or using an
iSCSI HBA (it must be iSCSI draft 20/version 1.0).

Reviewing Pre-Installation Requirements W 15

Overland Storage REO 1000™ with Protection OS™ Software

Browser

The REO GUI is a Web-enabled program that requires the use of cookies,
Java applets, and Java scripts. Make sure that the Web browser you use
is configured to allow these items.

Verifying the Settings in Internet Explorer

1 Launch Microsoft Internet Explorer.

2 In the Tools menu, click Internet Options.

3 On the Security tab, click Custom Level.

Click here.

4 In the Scripting section, verify tha t Enable is selected for Scripting of

Java applets.

Verify that this
option is selected.

16 X Reviewing REO 1000 Concepts and Requirements

REO SERIES™ Setup Guide

5 On the Privacy tab, verify that the setting is Medium (or lower).

Verify that the slider is
set to Medium (or lower).

6 If you made any changes, click OK to save them.

Verifying the Settings in Firefox

1 Launch Mozilla Firefox.

2 In the Tools menu, click Options.

3 Click the Privacy icon, and expand the Cookies option.

4 Select the Allow sites to set cookies check box.

Verify that this check
box is selected.

Tip: If you want to limit what sites can set cookies, use the Exception

feature to specify that www.overlandstorage.com is allowed to create
cookies.

5 Click the Web Features icon.

Reviewing Pre-Installation Requirements W 17

Overland Storage REO 1000™ with Protection OS™ Software

6 Verify that the Enable Java and Enable JavaScript check boxes are

selected.

Verify that these check
boxes are selected.

7 If you made any changes, click OK to save them.

18 X Reviewing REO 1000 Concepts and Requirements

Setting the SCSI Time-Out Value in Windows Environments

If you intend to use your REO Appliance in a Windows environment, be
aware that there are certain operating conditions in which time-out
errors might occur. These errors usually result in the system reporting a
disk failure for the associated REO Appliance disk drive or drives. (These
errors might be reported as iSCSIPrt errors in the System Log of the
Event Viewer. Examples include an Event ID 9 [Target did not respond
in time for a SCSI request…] and Event ID 39 [Initiator sent a task
management command to reset the target…]. Other symptoms might
include “Lost Delayed Write Data” system error messages or similar
error messages related to the REO Appliance disk drives.)

The reason that these disk time-out errors can occur is because the
default I/O time-out value for Windows is 20 seconds, which is not
sufficient to support the default iSCSI protocol time-out value of 60
seconds. When you install and set up your REO Appliance, Overland

strongly recommends that you set this value to 60 seconds.

To set the time-out value to 60 seconds

1 On the Windows system, run regedit.

REO SERIES™ Setup Guide

Warning: If you edit the registry incorrectly, you might cause serious

problems that require you to reinstall your operating system. Edit the
registry at your own risk. Prior to making any changes, refer to the

following Microsoft Knowledge Base article:
http://support.microsoft.com/default.aspx?scid=kb;en-us;322755

2 In HKEY_LOCAL_MACHINE\System\CurrentControlSet\

Services\Disk, edit or add the TimeOutValue entry to set it to 60

seconds in decimal format ((0000003c in hexadecimal).

 To edit the value for the TimeOutValue entry if it already exists,

double-click the entry, enter the new value, and click OK.

 To add the TimeOutValue entry if it does not yet exist, right-click

anywhere in the list of values, and then click New > DWORD value.
Name the new value TimeOutValue, and then double-click it to edit
the setting.

Setting the SCSI Time-Out Value in Windows Environments W 19

Overland Storage REO 1000™ with Protection OS™ Software

20 X Reviewing REO 1000 Concepts and Requirements

2

Setting Up the REO 1000

CHAPTER

The main steps involved in setting up the REO Appliance include:

Step 1 Unpacking the appliance, and reviewing safety guidelines.

Step 2 If you intend to position the appliance in a rack, attaching the required

components.

Step 3 Connecting the appliance to the management LAN.

Preparing the REO Appliance

Caution: Due to the weight of each rack-mounted unit when it is fully

extended, you should install units from the bottom up. Extending a
unit that has empty spaces beneath it might cause the rack to tip
forward or might cause personal injury. Overland Storage
recommends that two people support and slide the unit in the rack.

Vorsicht: Aufgrund des Gewichtes eines Gerätes, welches für den

Einbau in ein Rack gedacht ist, empfehlen wir Ihnen, dieses von unten
nach oben in das Rack zu installieren. Wenn Sie ein Gerät aus dem
Rack heraus ziehen, könnte es Ihnen entgleiten und so zu
Verletzungen führen. Wir empfehlen den Ein- und Ausbau des
Gerätes durch zwei Personen.

1 Unpack the REO Appliance.

The shipping container contains the following:

 Overland Storage appliance chassis

 Four disk carriers and disk drives

 Power cord (U.S.) (Approved cord shall be used in countries outside

North America.)

 REO SoftKey

 Rack-mount hardware

 Documentation CD-ROM and poster

2 Review the following guidelines prior to positioning the appliance

physically within your network.

 Make sure that the appliance is accessible.

Setting Up the REO 1000 W 21

Overland Storage REO 1000™ with Protection OS™ Software



Make sure there is unrestricted air flow around the unit and through
the vents in the sides and rear of the case.

 Route external cables so that they can be connected easily without

blocking air vents or impeding air flow.

 Protect the appliance from extreme temperature and humidity.

Overland Storage recommends that you install the unit in a clean, air­conditioned environment where water and moisture cannot enter the
case of the appliance. Keep the air as free from dust as possible.

 Protect the appliance from physical shock and vibration.

 Make sure that the inlet air temperature within the rack remains

below the specified limit of 95°F (35°C).

 Keep the appliance and cabling away from sources of electrical noise

such as elevator shafts, stereo speakers, microwave ovens, air
conditioning units, and even telephones. Electromagnetic fields can
interfere with the signals on copper cabling and introduce errors,
therefore slowing down the network.

Positioning the REO Appliance in a Rack

The appliance comes with slides already mounted.

Caution: Due to the weight of each rack-mounted unit when it is fully

extended, you should install units from the bottom up. Extending a
unit that has empty spaces beneath it might cause the rack to tip
forward or might cause personal injury. Overland Storage
recommends that two people support and slide the unit in the rack.

Vorsicht: Aufgrund des Gewichtes eines Gerätes, welches für den

Einbau in ein Rack gedacht ist, empfehlen wir Ihnen, dieses von unten
nach oben in das Rack zu installieren. Wenn Sie ein Gerät aus dem
Rack heraus ziehen, könnte es Ihnen entgleiten und so zu
Verletzungen führen. Wir empfehlen den Ein- und Ausbau des
Gerätes durch zwei Personen.

To install the unit in a rack

1 Separate each set of slides as follows:

a Pull the outer slide toward the rear, along with the intermediate slide,

until the inner slide-lock engages the intermediate slide.

DATA

MGT

REO10002

b Continue to pull the outer slide towards the rear until the outer slide-

lock engages the intermediate slide.

c To permit the intermediate slide to continue to move toward the rear,

press the inner slide-lock button.

22 X Setting Up the REO 1000

REO SERIES™ Setup Guide

d Continue to move the outer and intermediate slides toward the rear

until they are separated from the inner slide.

DATA

M

GT

REO10005

2 Identify the screw holes in the front and rear rails of the rack where the

slides will be installed.

The unit uses 1U of rack space.

Location of rails and
mounting hardware

Nut plates,

Slide rails, and
mounting screws

REO10007

REO0051

3 Select slots in the mounting brackets so that the length of the assembly

equals the distance between the front and rear rails of the rack.

4 Fasten each outer slide behind the front rail of the rack by using 10-32

screws (with washers, if needed) and one nut plate.

Positioning the REO Appliance in a Rack W 23

Overland Storage REO 1000™ with Protection OS™ Software

Note: For racks with square holes, use square clip nuts to secure the

slides.

Nut plate

REO10063

5 Fasten each of the mounting brackets to the front of the rear rail of the

rack by using 10-32 screws and a nut plate.

Note: When fastening the adjustable bracket, allow room for the slide to

pass by the inside of the rack.

6 Tighten all the screws.

7 If they are not already locked in the extended position, pull the

intermediate slides toward the front (out of the rack) so that they lock in
the extended position.

Caution: The next step should be performed by at least two people, or

by using a mechanical lift. Make certain that when the REO Appliance
is fully extended that a force of 20% of the rack’s weight, but not more
than 28 lb. (12.7 Kg), applied in any direction other than upwards,
does not cause the rack to overbalance.

24 X Setting Up the REO 1000

REO0065

REO SERIES™ Setup Guide

8 At the front of the rack, lift the appliance to its installed height, engage

the inner slides mounted on the appliance with the intermediate slides
protruding from the rack, and slide the appliance toward the rack until
the inner slide-lock engages the intermediate slide.

This leaves the entire appliance protruding from the rack, locked in
position, supported by the slide rails.

Caution: With one unit installed in the rack and in the extended

position, support might be required (to prevent the rack from tipping)
until the unit is pushed completely into the rack. (The unit is shown in
the middle of the rack for clarity.)

REO10067

9 Press inward (toward the chassis) on each of the inner slide-locks to

permit the intermediate slides to move toward the rack.

10 Slide the

outer slide locks engage, and that the

appliance in and out several times, ensuring that the inner and

chassis does not bind against the

slides.

REO10068

11 If binding occurs, loosen the screws that secure the slides to the front

rails and the rear rails.

12 If necessary, repeat step 10 and step 11 until the

chassis does not bind

against the slides.

Positioning the REO Appliance in a Rack W 25

Overland Storage REO 1000™ with Protection OS™ Software

13 Slide the appliance into the rack, and attach the captive screw on each

panel extension (left and right sides) to the rack and nut plate.

REO10069

Installing the Disk Carriers and Disk Drives

The disk carriers, which contain the disk drives, are packaged
separately, which allows you to insert them into the appliance after you
have installed the chassis in the rack.

1 Remove the package of desiccant from each disk carrier.

2 Insert the first disk carrier in to the applicable slot in the chassis.

3 Close the disk carrier by doing the following:

a Make sure that the lever is in its fully extended, open position.

b Press the right side of the carrier into the slot.

c Press the lever in. Pressing the lever in draws the carrier fully into the

slot and locks it in place.

00 01

4 Repeat these steps for each disk carrier.

02 03

26 X Setting Up the REO 1000

REO SERIES™ Setup Guide

Connecting the REO Appliance to the Management LAN

1 Choose one of the following:

 If you want to use the REO GUI to configure the ports, use a Category

5e (or better) cable to connect Data Port 1 on the appliance to a
system that is temporarily configured to use a 10.0.0.<n> IP address
and a subnet mask of 255.255.255.0.

DATA MGT

Data Port 1

 If you want to edit the files on the REO SoftKey to configure the ports,

connect the Management Port on the appliance to your LAN via a
twisted-pair network cable.

DATA MGT

Management Port

2 Complete the steps outlined in the next chapter, Using the REO SoftKey

to Start the REO 1000 on page 29.

Connecting the REO Appliance to the Management LAN W 27

Overland Storage REO 1000™ with Protection OS™ Software

28 X Setting Up the REO 1000

3

Using the REO SoftKey to Start

CHAPTER

the REO 1000

The main steps involved in using the key to start the REO Appliance
include:

Step 1 Making a backup copy of the key.

Step 2 Choosing whether to change the settings via the REO GUI or to edit the

configuration and network files on the key.

Step 3 Connecting the key to the REO Appliance.

Understanding What the REO SoftKey Is

The REO SoftKey is a removable USB disk drive. It contains the software
and settings required for configuring the REO Appliance and must be
inserted in the REO Appliance whenever you restart it or access the REO
GUI. (Because the REO Appliance uses a Linux-based OS, the key is
formatted using the virtual file-allocation table [VFAT].) You can also
use the REO SoftKey to download and install updates when they become
available.

Important: If you purchased multiple units, note that the keys are not

interchangeable.

Backing Up Your REO SoftKey (Pre-Configuration)

Always make a backup copy of all the files on the REO SoftKey before
and after you configure it.

1 Remove the cap from the REO SoftKey, and insert it into a USB port on

a Windows 2000, 2003, or XP system that contains active virus­protection software.

Note: If you have not previously installed a USB mass-storage device,

Windows displays a dialog box that indicates it has found new
hardware and will automatically install the necessary drivers on your
system.

2 Double-click My Computer on your desktop (or use Windows Explorer),

and browse to the software-key disk drive.

Using the REO SoftKey to Start the REO 1000 W 29

Overland Storage REO 1000™ with Protection OS™ Software

The name of this disk drive varies based on your system configuration,
but it will be called something like Removable Disk (G:).

Make a backup copy of all the folders and files contained on the REO SoftKey.

3 Make a backup copy of all the data on the REO SoftKey, and store the

copy in a secure location.

4 Complete the steps outlined in the next section, Deciding Whether to

Configure the Ports via the Key or the GUI.

Deciding Whether to Configure the Ports via the Key or the GUI

The REO Appliance is preconfigured to use Data Port 1 as the initial
communication mechanism for your management system. It uses IP
address 10.0.0.1 and subnet mask 255.255.255.0. You can manually edit
the files on the REO SoftKey to enter the applicable gateway address and
the different address for each port, or you can connect your management
system to Data Port 1 and then configure all the port information via the
REO GUI. (If you use the GUI to enter the information, you will need to
move the connection to the management system from Data Port 1 to the
Management Port after you have completed the configuration process.)

X Choose one of the following:

 If you want to use the REO GUI to configure the ports, continue from

step 1 under Attaching the REO SoftKey to the Appliance on page 34.

 If you want to edit the files on the REO SoftKey to configure the ports,

complete the steps outlined in the next section, Editing the

Configuration Files Manually, before continuing.

Editing the Configuration Files Manually

Because the appliance is preconfigured to use Data Port 1 for the initial
connection to the management system, you must remove the default
information from the corresponding file and enter the applicable
information for your environment in the file for the Management Port.
You can also enter any addition information for the other ports, as well
as the gateway information.

Important: The Management Port and Data Port must be on separate

subnets.

30 X Using the REO SoftKey to Start the REO 1000