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Overland Storage, Inc.
4820 Overland Avenue
San Diego, CA 92123
U.S.A.
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.
0001
4 Repeat these steps for each disk carrier.
0203
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.
DATAMGT
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.
DATAMGT
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
REO SERIES™ Setup Guide
1 With the key inserted into a USB port on a Windows 2000, 2003, or XP
system that contains active virus-protection software, browse to the
software-key disk drive.
2 Open the cfg folder.
3 To configure the Management Port, complete the following:
a Right-click the ifcfg-eth1 file, and click Properties.
Open the cfg folder, right-click ifcfg-eth1, and click Properties.
b On the General tab, if the Read-only check box is selected, clear it,
and then click OK; otherwise, click Cancel.
c Right-click the ifcfg-eth1 file again, click Open With, and then select
WordPad (or a comparable text editor).
Tip: Overland Storage recommends that you use WordPad, because it
displays the configuration information in an easy-to-use format.
Deciding Whether to Configure the Ports via the Key or the GUI W 31
Overland Storage REO 1000™ with Protection OS™ Software
d In the IPADDR and NETMASK fields, enter the applicable addresses
for the management interface for the REO Appliance on your network,
and change the ONBOOT field to yes.
e Save the file; when asked if you want to replace the existing file, click
Yes.
4 To configure Data Port 1, complete the following:
a Right-click the ifcfg-eth0 file, and click Properties.
b On the General tab, if the Read-only check box is selected, clear it,
and then click OK; otherwise, click Cancel.
c Right-click the ifcfg-eth0 file again, click Open With, and then select
WordPad (or a comparable text editor).
d In the IPADDR and NETMASK fields, replace the existing addresses
with the applicable addresses for Data Port 1.
e Save the file; when asked if you want to replace the existing file, click
Yes.
5 In the cfg folder, locate the network file.
Locate and open the network file.
6 Right-click the network file, and click Properties.
7 On the General tab, if the Read-only check box is selected, clear it, and
then click OK; otherwise, click Cancel.
32 X Using the REO SoftKey to Start the REO 1000
REO SERIES™ Setup Guide
8 Right-click the network file again, click Open With, and then select
WordPad.
9 Change the contents of the GATEWAY field to the applicable IP address,
and save and exit the file.
Important: Do not change the name in the HOSTNAME field; if you
change this name, the REO GUI becomes inaccessible.
If you are using a direct connection (private network), leave the
GATEWAY address as 0.0.0.0.
Change GATEWAY to the
applicable IP address.
10 Remove the REO SoftKey from the system by doing the following:
a Double-click the Unplug or Eject Hardware icon, located in the
system tray (lower-right corner of the task bar).
b In the dialog box (Unplug or Eject Hardware or Safely Remove
Hardware), select the device you want to unplug (the key is identified as USB Mass Storage Device), and click Stop.
Select USB Mass Storage Device,
and then click Stop.
c In the Stop a Hardware device dialog box, select USB Mass
Storage Device, and then click OK.
Select USB Mass Storage Device
again, and then click OK.
d When the message appears that indicates it is safe to remove the
device, click OK, and remove the REO SoftKey.
Deciding Whether to Configure the Ports via the Key or the GUI W 33
Overland Storage REO 1000™ with Protection OS™ Software
11 Complete the steps outlined in the next section, Attaching the REO
SoftKey to the Appliance.
Attaching the REO SoftKey to the Appliance
1 Insert the REO SoftKey into one of the USB ports located on the front or
back of the REO Appliance.
Tip: To prevent the key from possibly protruding into your work area,
Overland Storage recommends that you insert the key into one of the
ports on the back of the REO Appliance.
Insert the key.
DATAMGT
2 Proceed to the steps outlined in the next chapter, Attaching the Power
Cord and Enabling Power on page 35.
34 X Using the REO SoftKey to Start the REO 1000
4
Attaching the Power Cord and
CHAPTER
Enabling Power
The main steps involved in enabling power to the REO Appliance include:
Step 1 Making sure that the disks and key are inserted in the appliance.
Step 2 Attaching the power cord to the rear of the appliance.
Step 3 Connecting the power cord to a power source.
Step 4 Enabling power.
Verifying Insertion of Disks and Key
Because your appliance is preconfigured to use RAID 5 with logical
volumes, it is important that the disks are inserted in the correct slots in
the appliance and that the REO SoftKey is inserted in a USB port.
X Make sure that the disks are seated correctly and the REO SoftKey is
inserted in a USB port.
For more information, see Installing the Disk Carriers and Disk Drives
on page 26 and Attaching the REO SoftKey to the Appliance on page 34.
Important: If you do not complete these steps in this order, the appliance
might start in an error state.
Attaching the Power Cord to the Appliance
1 Attach the power cord to the REO Appliance, but do not connect the
power cord to an AC power source.
Power problems can be the cause of serious failures and downtime in
your network. Ensure that the power input to your system is clean and
free from sags and surges to avoid unforeseen network outages. Overland
Storage strongly recommends that you install power conditioning and an
adequately rated uninterruptible power supply (UPS), especially in areas
prone to blackouts, power dips, and electrical storms.
The REO Appliance is intended to be grounded. Ensure it is connected to
earth ground during normal use. Installing proper grounding helps to
avoid damage from lightning and power surges.
2 Make sure that the power-supply switch (located next to the socket on the
back of the REO 1000) is in the On position.
Attaching the Power Cord and Enabling Power W 35
Overland Storage REO 1000™ with Protection OS™ Software
Tip: The line on the button indicates the On position; the circle indicates
the Off position.
Socket
Power switch for power supply
Enabling Power to a New Appliance
1 Plug the power cord in to an AC power source.
2 If you did not follow the steps in the preceding sections in the correct
order or if power is automatically enabled when you attach the cord to an
AC power source, shut down the appliance before continuing with the
setup process.
For details on shutting down an appliance, see the section at the end of
this chapter, Shutting Down the REO Appliance.
3 To turn the REO Appliance on, press and hold the power button for 1
second.
The power button is located on the front of the appliance. The power
button is a momentary contact device that needs to be pressed and held
for about 1 second to begin the power-up sequence.
DATAMGT
Press and hold the power button for 1 second.
After you turn the power on, the REO Appliance performs a self-test
process and loads the necessary information from the REO SoftKey.
Following successful completion of the self-test, which takes several
minutes, you should hear 3 beep tones.
4 Listen for the series of 3 beep tones spaced about 1 second apart.
Important: On startup, the REO Appliance might reach an error state
and begin an endless loop of alerts. The pattern (2 beeps separated by
a 1-second delay) repeats every 4 seconds. If this occurs, turn the
appliance off and then back on. For more information, see Perpetual
Loop of Audio Alerts on page 123.
5 After you hear the beep tones, proceed to the configuration steps outlined
in the next chapter, Configuring the Software Environment on page 39.
If you are unable to hear the tones in your physical environment, wait
approximately five minutes before continuing.
Note: You must leave the REO Appliance on and the REO SoftKey
inserted while completing the configuration process for your
application and backup servers.
36 X Attaching the Power Cord and Enabling Power
Shutting Down the REO Appliance
To ensure preservation of data on the REO Appliance, you should not
turn off the appliance using the power button; you should use the Shut
Down option in the REO GUI. If you are setting up a new appliance and
you did not complete the steps in the proper order or power was
automatically enabled, you might not have access to the Shut Down
option in the REO GUI.
To use the REO GUI to shut down the appliance
1 Make sure that none of the initiators (servers) have active connections
with the REO Appliance.
For example, in the iSCSI Initiator Properties dialog box for the
Microsoft initiator, you can check the Active Sessions tab to determine if
there is a connection that needs to be terminated.
REO SERIES™ Setup Guide
2 In the REO GUI, under System Menu, click Maintenance.
Click Maintenance.
Enabling Power to a New Appliance W 37
Overland Storage REO 1000™ with Protection OS™ Software
3 In the System Maintenance page, under Shut Down/Restart, click
the applicable button.
If you want to shut down the REO Appliance briefly and then
automatically turn it back on, click Restart. When the confirmation
message appears, click OK to continue. Wait several minutes before
you log back on to the GUI.
If you want to shut down the REO Appliance and leave the power off,
click Shut Down. When the confirmation message appears, click OK
to continue. Wait several minutes before you perform any
maintenance on the REO Appliance.
To shut down the appliance if you do not have access to the GUI
Warning: If you press and hold the power button more than 1 second
until the appliance shuts down, it invokes a BIOS-level shut down and
might cause damage to data that resides on the disks.
1 Press and release the power button on the front of the appliance quickly
(1 second) to initiate a graceful software-system shutdown process.
2 Wait up to 1 minute to see if the appliance responds.
The LED for power will turn off after the shutdown process is finished.
3 If the appliance does not shut down after the first attempt, try repeating
step 1 and step 2 a second time.
Warning: Pressing and holding the power button for 4 seconds, or more,
causes an immediate hardware-shutdown that might result in the loss
of data on the REO appliance if there are any active read-, write-, or
management-operations. Whenever possible, turn off the appliance
using the REO GUI or the graceful shutdown method described
earlier. If you must use the immediate hardware-shutdown method,
make sure that you first stop all host- and management-server-related
activity.
38 X Attaching the Power Cord and Enabling Power
5
Configuring the Software
CHAPTER
Environment
The main steps involved in configuring the management environment
include:
Step 1 Entering (or verifying) gateway and Management Port information.
Step 2 Entering the GbE Data Port information.
Step 3 Entering and system information.
Step 4 Setting up your logon information.
Step 5 Configuring e-mail alerts.
Step 6 Setting the applicable time zone information.
Step 7 Connecting the appliance to the application and backup servers or SAN
for the backup servers.
Step 8 Installing software client drivers or storage adapters for iSCSI access on
systems involved in the backup process.
The images shown in the following sections were captured on a Windows
system using the Mozilla Firefox browser. The screens might appear
slightly different if you are using a different browser or a UNIX-based
system.
Configuring the Software Environment W 39
Overland Storage REO 1000™ with Protection OS™ Software
Tracking Configuration Information
As you complete the configuration process by following the steps outlined
in this and subsequent chapters, use the following forms to note what
information you enter.
Important: This information will be useful if you have to reconfigure the
REO Appliance for any reason, such as a lost or damaged key.
Network Configuration Page
Default Gateway
IP Address:
Management Port
IP Address:
Subnet Mask:
System Configuration Page
System Information
REO Name:
Data Port 1
E-mail Notification
IP Address:
Subnet Mask:
SMTP Server IP Address:
From Address:
Address for All:
Address for Critical:
Alert Frequency:
40 X Configuring the Software Environment
REO Device ID 0
Device Type:
Tape Compression:
Dyn. Tape Max. Size:
iSCSI Target Name:
REO Device ID 1
Device Type:
Tape Compression:
Dyn. Tape Max. Size:
iSCSI Target Name:
REO Device ID 2
Device Type:
Tape Compression:
Dyn. Tape Max. Size:
iSCSI Target Name:
REO Device ID 3
Device Type:
Tape Compression:
Dyn. Tape Max. Size:
iSCSI Target Name:
Device Configuration Page
Disk, Tape, Dyn. Tape
Yes or No
Disk, Tape, Dyn. Tape
Yes or No
Disk, Tape, Dyn. Tape
Yes or No
Disk, Tape, Dyn. Tape
Yes or No
REO SERIES™ Setup Guide
iSCSI Initiator Name:
Initiator IP Address:
iSCSI Initiator Name:
Initiator IP Address:
iSCSI Initiator Name:
Initiator IP Address:
iSCSI Initiator Name:
Initiator IP Address:
REO Device ID 4
Device Type:
Tape Compression:
Dyn. Tape Max. Size:
iSCSI Target Name:
REO Device ID 5
Device Type:
Tape Compression:
Dyn. Tape Max. Size:
iSCSI Target Name:
REO Device ID 6
Device Type:
Tape Compression:
Dyn. Tape Max. Size:
iSCSI Target Name:
REO Device ID 7
Device Type:
Tape Compression:
Dyn. Tape Max. Size:
iSCSI Target Name:
Disk, Tape, Dyn. Tape
Yes or No
Disk, Tape, Dyn. Tape
Yes or No
Disk, Tape, Dyn. Tape
Yes or No
Disk, Tape, Dyn. Tape
Yes or No
iSCSI Initiator Name:
Initiator IP Address:
iSCSI Initiator Name:
Initiator IP Address:
iSCSI Initiator Name:
Initiator IP Address:
iSCSI Initiator Name:
Initiator IP Address:
Tracking Configuration Information W 41
Overland Storage REO 1000™ with Protection OS™ Software
Device Configuration Page (continued)
REO Device ID 8
Device Type:
Tape Compression:
Disk, Tape, Dyn. Tape
Yes or No
Dyn. Tape Max. Size:
iSCSI Target Name:
REO Device ID 9
Device Type:
Tape Compression:
Disk, Tape, Dyn. Tape
Yes or No
Dyn. Tape Max. Size:
iSCSI Target Name:
REO Device ID 10
Device Type:
Tape Compression:
Disk, Tape, Dyn. Tape
Yes or No
Dyn. Tape Max. Size:
iSCSI Target Name:
REO Device ID 11
Device Type:
Tape Compression:
Disk, Tape, Dyn. Tape
Yes or No
Dyn. Tape Max. Size:
iSCSI Target Name:
iSCSI Initiator Name:
Initiator IP Address:
iSCSI Initiator Name:
Initiator IP Address:
iSCSI Initiator Name:
Initiator IP Address:
iSCSI Initiator Name:
Initiator IP Address:
REO Device ID 12
Device Type:
Tape Compression:
Dyn. Tape Max. Size:
iSCSI Target Name:
REO Device ID 13
Device Type:
Tape Compression:
Dyn. Tape Max. Size:
iSCSI Target Name:
REO Device ID 14
Device Type:
Tape Compression:
Dyn. Tape Max. Size:
iSCSI Target Name:
REO Device ID 15
Device Type:
Tape Compression:
Dyn. Tape Max. Size:
iSCSI Target Name:
Disk, Tape, Dyn. Tape
Yes or No
Disk, Tape, Dyn. Tape
Yes or No
Disk, Tape, Dyn. Tape
Yes or No
Disk, Tape, Dyn. Tape
Yes or No
iSCSI Initiator Name:
Initiator IP Address:
iSCSI Initiator Name:
Initiator IP Address:
iSCSI Initiator Name:
Initiator IP Address:
iSCSI Initiator Name:
Initiator IP Address:
42 X Configuring the Software Environment
REO Device ID 16
Device Type:
Tape Compression:
Dyn. Tape Max. Size:
iSCSI Target Name:
REO Device ID 17
Device Type:
Tape Compression:
Dyn. Tape Max. Size:
iSCSI Target Name:
REO Device ID 18
Device Type:
Tape Compression:
Dyn. Tape Max. Size:
iSCSI Target Name:
REO Device ID 19
Device Type:
Tape Compression:
Dyn. Tape Max. Size:
iSCSI Target Name:
Device Configuration Page (continued)
Disk, Tape, Dyn. Tape
Yes or No
Disk, Tape, Dyn. Tape
Yes or No
Disk, Tape, Dyn. Tape
Yes or No
Disk, Tape, Dyn. Tape
Yes or No
REO SERIES™ Setup Guide
iSCSI Initiator Name:
Initiator IP Address:
iSCSI Initiator Name:
Initiator IP Address:
iSCSI Initiator Name:
Initiator IP Address:
iSCSI Initiator Name:
Initiator IP Address:
REO Device ID 20
Device Type:
Tape Compression:
Dyn. Tape Max. Size:
iSCSI Target Name:
REO Device ID 21
Device Type:
Tape Compression:
Dyn. Tape Max. Size:
iSCSI Target Name:
REO Device ID 22
Device Type:
Tape Compression:
Dyn. Tape Max. Size:
iSCSI Target Name:
REO Device ID 23
Device Type:
Tape Compression:
Dyn. Tape Max. Size:
iSCSI Target Name:
Disk, Tape, Dyn. Tape
Yes or No
Disk, Tape, Dyn. Tape
Yes or No
Disk, Tape, Dyn. Tape
Yes or No
Disk, Tape, Dyn. Tape
Yes or No
iSCSI Initiator Name:
Initiator IP Address:
iSCSI Initiator Name:
Initiator IP Address:
iSCSI Initiator Name:
Initiator IP Address:
iSCSI Initiator Name:
Initiator IP Address:
Tracking Configuration Information W 43
Overland Storage REO 1000™ with Protection OS™ Software
Device Configuration Page (continued)
REO Device ID 24
Device Type:
Tape Compression:
Disk, Tape, Dyn. Tape
Yes or No
Dyn. Tape Max. Size:
iSCSI Target Name:
REO Device ID 25
Device Type:
Tape Compression:
Disk, Tape, Dyn. Tape
Yes or No
Dyn. Tape Max. Size:
iSCSI Target Name:
REO Device ID 26
Device Type:
Tape Compression:
Disk, Tape, Dyn. Tape
Yes or No
Dyn. Tape Max. Size:
iSCSI Target Name:
REO Device ID 27
Device Type:
Tape Compression:
Disk, Tape, Dyn. Tape
Yes or No
Dyn. Tape Max. Size:
iSCSI Target Name:
iSCSI Initiator Name:
Initiator IP Address:
iSCSI Initiator Name:
Initiator IP Address:
iSCSI Initiator Name:
Initiator IP Address:
iSCSI Initiator Name:
Initiator IP Address:
REO Device ID 28
Device Type:
Tape Compression:
Dyn. Tape Max. Size:
iSCSI Target Name:
REO Device ID 29
Device Type:
Tape Compression:
Dyn. Tape Max. Size:
iSCSI Target Name:
REO Device ID 30
Device Type:
Tape Compression:
Dyn. Tape Max. Size:
iSCSI Target Name:
REO Device ID 31
Device Type:
Tape Compression:
Dyn. Tape Max. Size:
iSCSI Target Name:
Disk, Tape, Dyn. Tape
Yes or No
Disk, Tape, Dyn. Tape
Yes or No
Disk, Tape, Dyn. Tape
Yes or No
Disk, Tape, Dyn. Tape
Yes or No
iSCSI Initiator Name:
Initiator IP Address:
iSCSI Initiator Name:
Initiator IP Address:
iSCSI Initiator Name:
Initiator IP Address:
iSCSI Initiator Name:
Initiator IP Address:
44 X Configuring the Software Environment
REO Device ID 32
Device Type:
Tape Compression:
Dyn. Tape Max. Size:
iSCSI Target Name:
REO Device ID 33
Device Type:
Tape Compression:
Dyn. Tape Max. Size:
iSCSI Target Name:
REO Device ID 34
Device Type:
Tape Compression:
Dyn. Tape Max. Size:
iSCSI Target Name:
REO Device ID 35
Device Type:
Tape Compression:
Dyn. Tape Max. Size:
iSCSI Target Name:
Device Configuration Page (continued)
Disk, Tape, Dyn. Tape
Yes or No
Disk, Tape, Dyn. Tape
Yes or No
Disk, Tape, Dyn. Tape
Yes or No
Disk, Tape, Dyn. Tape
Yes or No
REO SERIES™ Setup Guide
iSCSI Initiator Name:
Initiator IP Address:
iSCSI Initiator Name:
Initiator IP Address:
iSCSI Initiator Name:
Initiator IP Address:
iSCSI Initiator Name:
Initiator IP Address:
REO Device ID 36
Device Type:
Tape Compression:
Dyn. Tape Max. Size:
iSCSI Target Name:
REO Device ID 37
Device Type:
Tape Compression:
Dyn. Tape Max. Size:
iSCSI Target Name:
REO Device ID 38
Device Type:
Tape Compression:
Dyn. Tape Max. Size:
iSCSI Target Name:
REO Device ID 39
Device Type:
Tape Compression:
Dyn. Tape Max. Size:
iSCSI Target Name:
Disk, Tape, Dyn. Tape
Yes or No
Disk, Tape, Dyn. Tape
Yes or No
Disk, Tape, Dyn. Tape
Yes or No
Disk, Tape, Dyn. Tape
Yes or No
iSCSI Initiator Name:
Initiator IP Address:
iSCSI Initiator Name:
Initiator IP Address:
iSCSI Initiator Name:
Initiator IP Address:
iSCSI Initiator Name:
Initiator IP Address:
Tracking Configuration Information W 45
Overland Storage REO 1000™ with Protection OS™ Software
Device Configuration Page (continued)
REO Device ID 40
Device Type:
Tape Compression:
Disk, Tape, Dyn. Tape
Yes or No
Dyn. Tape Max. Size:
iSCSI Target Name:
REO Device ID 41
Device Type:
Tape Compression:
Disk, Tape, Dyn. Tape
Yes or No
Dyn. Tape Max. Size:
iSCSI Target Name:
REO Device ID 42
Device Type:
Tape Compression:
Disk, Tape, Dyn. Tape
Yes or No
Dyn. Tape Max. Size:
iSCSI Target Name:
REO Device ID 43
Device Type:
Tape Compression:
Disk, Tape, Dyn. Tape
Yes or No
Dyn. Tape Max. Size:
iSCSI Target Name:
iSCSI Initiator Name:
Initiator IP Address:
iSCSI Initiator Name:
Initiator IP Address:
iSCSI Initiator Name:
Initiator IP Address:
iSCSI Initiator Name:
Initiator IP Address:
REO Device ID 44
Device Type:
Tape Compression:
Dyn. Tape Max. Size:
iSCSI Target Name:
REO Device ID 45
Device Type:
Tape Compression:
Dyn. Tape Max. Size:
iSCSI Target Name:
REO Device ID 46
Device Type:
Tape Compression:
Dyn. Tape Max. Size:
iSCSI Target Name:
REO Device ID 47
Device Type:
Tape Compression:
Dyn. Tape Max. Size:
iSCSI Target Name:
Disk, Tape, Dyn. Tape
Yes or No
Disk, Tape, Dyn. Tape
Yes or No
Disk, Tape, Dyn. Tape
Yes or No
Disk, Tape, Dyn. Tape
Yes or No
iSCSI Initiator Name:
Initiator IP Address:
iSCSI Initiator Name:
Initiator IP Address:
iSCSI Initiator Name:
Initiator IP Address:
iSCSI Initiator Name:
Initiator IP Address:
46 X Configuring the Software Environment
REO Device ID 48
Device Type:
Tape Compression:
Dyn. Tape Max. Size:
iSCSI Target Name:
REO Device ID 49
Device Type:
Tape Compression:
Dyn. Tape Max. Size:
iSCSI Target Name:
REO Device ID 50
Device Type:
Tape Compression:
Dyn. Tape Max. Size:
iSCSI Target Name:
REO Device ID 51
Device Type:
Tape Compression:
Dyn. Tape Max. Size:
iSCSI Target Name:
Device Configuration Page (continued)
Disk, Tape, Dyn. Tape
Yes or No
Disk, Tape, Dyn. Tape
Yes or No
Disk, Tape, Dyn. Tape
Yes or No
Disk, Tape, Dyn. Tape
Yes or No
REO SERIES™ Setup Guide
iSCSI Initiator Name:
Initiator IP Address:
iSCSI Initiator Name:
Initiator IP Address:
iSCSI Initiator Name:
Initiator IP Address:
iSCSI Initiator Name:
Initiator IP Address:
REO Device ID 52
Device Type:
Tape Compression:
Dyn. Tape Max. Size:
iSCSI Target Name:
REO Device ID 53
Device Type:
Tape Compression:
Dyn. Tape Max. Size:
iSCSI Target Name:
REO Device ID 54
Device Type:
Tape Compression:
Dyn. Tape Max. Size:
iSCSI Target Name:
REO Device ID 55
Device Type:
Tape Compression:
Dyn. Tape Max. Size:
iSCSI Target Name:
Disk, Tape, Dyn. Tape
Yes or No
Disk, Tape, Dyn. Tape
Yes or No
Disk, Tape, Dyn. Tape
Yes or No
Disk, Tape, Dyn. Tape
Yes or No
iSCSI Initiator Name:
Initiator IP Address:
iSCSI Initiator Name:
Initiator IP Address:
iSCSI Initiator Name:
Initiator IP Address:
iSCSI Initiator Name:
Initiator IP Address:
Tracking Configuration Information W 47
Overland Storage REO 1000™ with Protection OS™ Software
Device Configuration Page (continued)
REO Device ID 56
Device Type:
Tape Compression:
Disk, Tape, Dyn. Tape
Yes or No
Dyn. Tape Max. Size:
iSCSI Target Name:
REO Device ID 57
Device Type:
Tape Compression:
Disk, Tape, Dyn. Tape
Yes or No
Dyn. Tape Max. Size:
iSCSI Target Name:
REO Device ID 58
Device Type:
Tape Compression:
Disk, Tape, Dyn. Tape
Yes or No
Dyn. Tape Max. Size:
iSCSI Target Name:
REO Device ID 59
Device Type:
Tape Compression:
Disk, Tape, Dyn. Tape
Yes or No
Dyn. Tape Max. Size:
iSCSI Target Name:
iSCSI Initiator Name:
Initiator IP Address:
iSCSI Initiator Name:
Initiator IP Address:
iSCSI Initiator Name:
Initiator IP Address:
iSCSI Initiator Name:
Initiator IP Address:
REO Device ID 60
Device Type:
Tape Compression:
Dyn. Tape Max. Size:
iSCSI Target Name:
REO Device ID 61
Device Type:
Tape Compression:
Dyn. Tape Max. Size:
iSCSI Target Name:
REO Device ID 62
Device Type:
Tape Compression:
Dyn. Tape Max. Size:
iSCSI Target Name:
REO Device ID 63
Device Type:
Tape Compression:
Dyn. Tape Max. Size:
iSCSI Target Name:
Disk, Tape, Dyn. Tape
Yes or No
Disk, Tape, Dyn. Tape
Yes or No
Disk, Tape, Dyn. Tape
Yes or No
Disk, Tape, Dyn. Tape
Yes or No
iSCSI Initiator Name:
Initiator IP Address:
iSCSI Initiator Name:
Initiator IP Address:
iSCSI Initiator Name:
Initiator IP Address:
iSCSI Initiator Name:
Initiator IP Address:
48 X Configuring the Software Environment
REO SERIES™ Setup Guide
Entering or Verifying the Gateway Address and
Management Port Information
The Default Gateway is the IP address that provides entrance into the
network to which the REO Appliance is assigned. The Management Port
connects the REO Appliance to the management system, which you use
for network management on the LAN.
Important: The Management Port and Data Port must be on separate
subnets.
1 In your Web browser on the management system for the appliance, enter
the applicable IP address to access the REO GUI.
If you are using the default configuration and your system is connected
to Data Port 1, enter
If you manually edited the key to specify an address for the
Management Port, enter that address now.
2 Enter the following in case-sensitive format:
Logon Name: Administrator
Password: system
10.0.0.1.
Note: If a message similar to the following appears, click OK to
continue.
Entering or Verifying the Gateway Address and Management Port Information W 49
Overland Storage REO 1000™ with Protection OS™ Software
The REO GUI appears.
To access help at any time, click Help.
3 In the left pane, under System Menu, click Network Configuration.
Click Network Configuration.
50 X Configuring the Software Environment
REO SERIES™ Setup Guide
4 In the Default Gateway section of the right pane, either enter the
address that you want to use and click Apply or verify that the existing
address is the one you want to use.
5 In the Management Port section, either enter the addresses that you
want to use and click Apply or verify that the existing addresses are the
ones you want to use.
6 Choose one of the following:
If you used the REO GUI to configure the ports (that is, if you did not
edit the files on the key), complete the steps outlined in the next
section, Checking the New Connection to the Management Port.
If you edited the files on the key, continue the configuration process by
configuring the GbE data port as described in Configuring the GbE
Data Port.
Checking the New Connection to the Management Port
1 Close the browser.
2 Using a Category 5 (or better) cable, connect the Management Port
(10/100) on the appliance to a switch or hub on the management LAN.
3 In a Web browser on a system that is connected to the management LAN,
enter the IP address that you intend to use to access the REO GUI.
4 When prompted for your user name and password, enter the following in
case-sensitive format:
Logon Name: Administrator
Password: system
Tip: If the system attached to the Management Port is unable to access
the GUI, use the original system and the 10.0.0.1 address to reconnect
and double-check the information you specified for the Default
Gateway and Management Port.
5 Continue the configuration process by configuring the GbE data port as
described in the next section, Configuring the GbE Data Port.
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Overland Storage REO 1000™ with Protection OS™ Software
Configuring the GbE Data Port
The GbE data port is used for block-level data transport between your
backup servers and the REO Appliance.
If you have more than one backup server, connect them to the REO
Appliance through a GbE switch.
To configure the GbE ports
1 In the right pane, scroll down below the Management Port section to
locate the Data Port 1 section.
2 In the Data Port 1 section, enter the following:
IP Address. Using dotted decimal notation, enter an available static
IP address that falls within the Data Port 1 subnet. An example is:
192.168.1.4.
Subnet Mask. Using dotted decimal notation, enter the subnet
address. An example is: 255.255.0.0.
Tip: If you change one of these settings, such as the IP Address, you
might need to reconnect to the server via your Web browser. If your
management system is currently connected to Data Port 1 and access
is lost after you change this setting, switch the cable to the
Management Port, and then reconnect.
3 Click Apply.
Tip: Overland Storage recommends that you use a ping command to
ensure that the management system sees each port on the REO
Appliance.
4 Proceed to the next section, Entering the System Information.
52 X Configuring the Software Environment
Entering the System Information
1 In the left pane, under System Menu, click System Configuration.
REO SERIES™ Setup Guide
Click System Configuration.
2 In the System Information section of the right pane, enter the REO
Name.
Enter up to 16 characters to name the REO Appliance. You can use
letters or a mixture of letters and numbers, and you can also use hyphens
(-). Overland Storage recommends that you change this name (the
default is REO), especially if you use multiple REO Appliances in your
network.
3 If you want to make the VTL Manager page the first page that appears
when you launch the REO GUI, instead of the Device Summary page,
select the VTL Manager option.
4 Click Apply.
5 Continue the configuration process by entering the logon information
described in the next section.
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Overland Storage REO 1000™ with Protection OS™ Software
Configuring Logon Information
Using the Logon Information section, you can change your logon name
and password, which Overland Storage recommends that you do during
the initial configuration process. If you choose to keep Administrator as
your logon name, Overland Storage strongly recommends that you
change the password to protect your network from unauthorized users.
1 In the right pane, scroll down below the System Information section to
locate the Logon Information section, and enter the following in case-sensitive format:
User Name. (required) Enter a new logon name using up to 30
alphanumeric characters. You can use a combination of alphabetic and
numeric characters, or you can use only alphabetic characters.
Note: Although the GUI allows you to enter and apply a name that uses
only numbers, the change does not stick. When you log on to the GUI
using the new name, an error message appears; you must enter the
original name to log on.
Password. (optional) Enter a new password using up to 30
alphanumeric characters (do not use spaces or Ctrl-key characters).
Retype Password. Enter the password again.
2 Click Apply.
3 Continue the configuration process by entering the e-mail information
described in the next section.
Configuring E-mail Alerts
The REO Appliance continuously monitors its performance and routinely
checks for disk failures. If you use the messaging option, an e-mail is sent
whenever the Status of a volume on the Device Summary page becomes
anything other than Up (for example, changes to REBUILDING).
You can specify whether the REO Appliance should send an alert once or
repeat the message until the issue is resolved. Each alert that is sent
reports the status of all volumes on the REO Appliance. If you configure
the option to use an Alert Frequency of five minutes or more, the alerts
will be numbered.
Note: Messages regarding capacity levels (Warning and Critical) are
only sent once.
If your mail server is able to send e-mail messages outside the company,
you can also set up messaging to notify Overland Storage Technical
Support automatically whenever a critical error occurs.
54 X Configuring the Software Environment
REO SERIES™ Setup Guide
To configure messaging
1 In the right pane, scroll down below the Logon Information section to
locate the E-mail Notification section, and enter the following:
SMTP Server IP Address. Using dotted decimal notation, enter the
IP address of your incoming mail server.
From Address. Enter the e-mail address from which the alert will be
sent. This address must use the same domain as the mail server
specified for SMTP Server IP Address.
Address for all warnings & critical messages. Enter the e-mail
address to which alerts should be sent (for example, the e-mail address
for the network administrator or the e-mail-list address for a group of
backup administrators).
Address for critical messages only. To instruct the REO Appliance
to notify Overland automatically whenever a critical message is
presented, enter the following e-mail address:
techsupport@overlandstorage.com
Alert Frequency. Enter a value of 5 or higher to specify how often (in
minutes) the REO Appliance should send messages. To send only one
message per error, enter
0.
2 To verify that the messaging system is configured correctly, click Test.
If the test e-mail message is not successfully sent and received, correct
the applicable information, and repeat the test.
Tip: If the test is unsuccessful, make sure that you are using a valid
Gateway Address and that the address is working properly.
3 Click Apply.
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Overland Storage REO 1000™ with Protection OS™ Software
Setting the Time and Date Information
The REO Appliance is originally set to use the time that corresponds to
the Pacific time zone. If you are setting up the REO Appliance in a
different time zone, you need to update the time and date settings
accordingly. This ensures that any communication that occurs (for
example, if an e-mail is automatically generated) reflects the correct date
and time.
1 In the right pane, scroll down below the E-mail Notification section to
locate the Set Time section.
2 Select the applicable settings, and click Submit.
3 After you complete these configuration steps for the management
system, complete the steps outlined in the next section, Connecting the
Data Port.
Connecting the Data Port
Use the following instructions to connect the appliance to your backup
servers or SAN.
1 If you used the REO GUI to configure the gateway and Management
Port, disconnect the original system from Data Port 1.
2 Use Data Port 1 to connect the appliance to a backup server via a
twisted-pair network cable.
3 After you complete these steps, proceed to the steps outlined in the next
section, Establishing Communication Between the Systems Involved in
the Backup Process and the Appliance.
DATAMGT
Data Port 1
56 X Configuring the Software Environment
REO SERIES™ Setup Guide
Establishing Communication Between the Systems
Involved in the Backup Process and the Appliance
If you are using iSCSI connectivity, iSCSI initiators are required to
communicate with the iSCSI targets (REO Devices) on the REO
Appliance. Each backup server that uses the REO Appliance must be
equipped with a software initiator, such as the Microsoft iSCSI Software
Initiator, or an IP storage HBA, such as the Adaptec 7211C or Adaptec
7211F.
Note: You do not need TOE-equipped (Transmission Control Protocol
[TCP] Offload Engine) or special iSCSI-capable GbE HBAs to work
with software initiators. Any standard Network Interface Card (NIC)
can serve as an iSCSI network interface device; however, Overland
Storage strongly recommends that you use GbE for enhanced
performance.
To establish communication
1 Install the desired software initiator or storage adapter.
Note: For detailed information on various drivers and adapters, see the
manufacturer’s documentation for assistance on assigning targets
(REO Devices). You can also check the Overland Web site
(www.overlandstorage.com) for the applicable Application Notes.
2 Repeat this step for each system that will access storage on the REO
Appliance.
3 After you complete these configuration steps, choose one of the following:
If you want to use the default volume configuration of RAID 5 with
logical volumes, proceed to the steps outlined in Creating Logical
Volumes on page 65.
If you want to use a different configuration, proceed to the steps
outlined in Changing the Volume Configuration on page 59.
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Overland Storage REO 1000™ with Protection OS™ Software
58 X Configuring the Software Environment
6
Changing the Volume Setup or
CHAPTER
Creating Logical Volumes
The main steps involved in switching from one configuration to another
or creating logical volumes include:
Step 1 Selecting the applicable configuration.
Step 2 Creating the desired number of logical volumes, and setting their size.
Using the Default Volume Setup
The REO Appliance uses a default volume configuration of RAID 5 with
logical volumes. If you want to configure and use devices of type Disk,
Tape, or Dynamic Tape, you must first create the logical volumes. If you
want to create and use a virtual tape-library (VTL), the logical volumes
will be created for you based on the information you enter for the VTL.
(Even if you create a VTL, you can also create and use separate devices
outside the VTL environment.)
X Choose from the following:
To use the default configuration and create logical volumes, proceed to
Creating Logical Volumes on page 65.
To use the default configuration and create a VTL, proceed to Creating
a Virtual Tape-Library (VTL) on page 85.
Changing the Volume Configuration
You can use the Volume Setup feature in the GUI to select a different
RAID configuration or to select the JBOD configuration.
Important: Be aware that the process of changing the volume
configuration takes time for the RAID 5 configurations while the
arrays are initialized. After you select the new configuration and the
initialization process begins, you can use the REO Appliance, but
performance will be impacted. Overland Storage strongly recommends
that you wait until the Status on the Physical Volume Management
page is OK (not INITIALIZING) before using a volume. (Switching to
a RAID 0 or JBOD configuration usually requires less than 10
minutes.)
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Overland Storage REO 1000™ with Protection OS™ Software
Selecting JBOD
1 In the left pane, under System Menu, click Volume Setup.
Click Volume Setup.
2 In the Select Physical Configuration list, select JBOD only, and
click Submit.
60 X Changing the Volume Setup or Creating Logical Volumes
REO SERIES™ Setup Guide
3 When the warning message appears that indicates all data currently
residing on the REO Appliance will be deleted, click OK to continue.
4 When the message appears that indicates the REO Appliance must be
restarted, click OK to continue.
5 Wait several minutes, log on to the GUI, and then proceed to the steps
outlined in Configuring REO Devices as Disk or Tape Devices on page 67.
Selecting a RAID Configuration
The REO Appliance supports RAID 0 and RAID 5.
Important: Because the process of changing the volume configuration
takes time if you select a RAID 5 option, Overland Storage
recommends that you make your selection and let the process run
overnight. (Switching to a RAID 0 or JBOD configuration usually
requires less than 10 minutes.)
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Overland Storage REO 1000™ with Protection OS™ Software
To change the RAID configuration
1 In the left pane, under System Menu, click Volume Setup.
Click Volume Setup.
Select an option, and
then click Submit.
2 In the list of volume configurations on the right, select the desired RAID
configuration, and then click Submit.
62 X Changing the Volume Setup or Creating Logical Volumes
REO SERIES™ Setup Guide
3 When the warning message appears that indicates all data currently
residing on the REO Appliance will be deleted, click OK to continue.
4 When the message appears that indicates the REO Appliance must be
restarted, click OK to continue.
5 Wait several minutes, and then log on to the GUI.
6 To view the volumes created for the configuration and their status, under
System Menu in the left pane, click Physical Volume Management.
Click Physical Volume Management.
When you first create a new RAID 5 configuration, the Status for each
physical unit (PU) is INITIALIZING. After the initial build phase
completes (this can take a while, depending on the number of units and
the size of each; to display the current percentage complete, click the
Physical Volume Management option again), the Status changes to OK.
While the volume is in an initializing state, it is not redundant.
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Overland Storage REO 1000™ with Protection OS™ Software
Note: Although the volumes are available while they are in an
initializing state, performance is impacted. Overland Storage strongly
recommends that you wait until the Status is OK before using a
volume.
After the initial build completes, this status changes to OK.
7 If you chose to create logical volumes, complete the steps outlined in the
next section; otherwise, proceed to the steps outlined in Configuring REO
Devices as Disk or Tape Devices on page 67.
64 X Changing the Volume Setup or Creating Logical Volumes
Creating Logical Volumes
Using this feature, you can create up to 64 LUNs (volumes) of various
sizes in 1 GB increments.
Note: The size of a device reflects the space that is available on a disk;
one GB equals one billion bytes. (The REO Appliance uses the
calculation of 1000 ¯ 1000 ¯ 1000 instead of 1024 ¯ 1024 ¯ 1024.)
1 Under REO Standalone Devices in the left pane, click Logical
Volume Management.
REO SERIES™ Setup Guide
Click Logical Volume Management.
2 On the Logical Volume Management page, click Add Volume.
Click here.
3 In the Volume Size box on the Create New Logical Volume page,
enter the size (in GB) of the first volume that you want to create, and then
click Add.
Tip: If you intend to use the volume as a Dynamic Tape device, you can
enter a 1. The information you enter later when you create the
Dynamic Tape devices will override what you enter here.
Enter the size of the
first volume, and then
click Add.
Creating Logical Volumes W 65
Overland Storage REO 1000™ with Protection OS™ Software
The Logical Volume Management page reappears, with the new volume
listed.
After you have created a volume, you can also change its size (use the
Expand button) or remove it from the list.
4 To create additional volumes, repeat step 2 and step 3.
Note: The maximum number of volumes you can create is 64, and the
total amount of space you can use must be within the total amount of
space available on the physical volumes (disk drives).
5 After you complete these steps, proceed to the steps outlined in
Configuring REO Devices as Disk or Tape Devices on page 67.
66 X Changing the Volume Setup or Creating Logical Volumes
7
Configuring REO Devices as
CHAPTER
Disk or Tape Devices
You can configure each REO Device to function either as a disk device
(the default) or as a virtual LTO-2 tape device; that is, you can use each
device in its native disk format, virtual-tape format, or any combination
of the two.
As explained previously, the number of devices that you have depends on
the volume configuration that you use. For example, if you use logical
volumes with RAID 5, you can create up to 64 disk LUNs, 64 virtual
LTO-2 tape devices, or any combination of LUNs and virtual LTO-2
devices up to 64 in total.
Note: If you create devices of type Disk or Tape (or both) and allocate all
available space on the appliances to the devices, the system
automatically sends one critical-level alert regarding the storage pool.
If you restart the appliance, the system automatically sends the
message again.
Using Devices as Disk Devices
X If you want each REO Device to function as a disk device (the default),
proceed to the steps outlined in Associating Targets (Devices) and
Initiators on page 77.
Creating Tape Devices
If you intend to create devices of type Tape or Dynamic Tape, note the
following:
As with standard tape devices, a specific driver (on a Windows system)
or changes to a system configuration (on a UNIX system) might be
required to operate with your selected backup software. For more
information, check the Overland Web site (www.overlandstorage.com)
for Application Notes related to your specific backup software.
If you are using logical volumes, you can create dynamic tape devices,
which expand and contract to accommodate the size of a specific
backup job.
When you change the configuration of a device, all data currently
residing on the device is deleted. Also, if you change the device type
from Tape to Dynamic Tape, you must restart the appliance.
Configuring REO Devices as Disk or Tape Devices W 67
Overland Storage REO 1000™ with Protection OS™ Software
If you chose to use a RAID configuration with logical volumes
(required if you want to create devices of type Dynamic Tape), you
must create the volumes before you can change the device settings. For
more information, see Creating Logical Volumes on page 65.
If you choose to enable compression, be aware that various factors
(such as the speed of your backup server, source devices, or network)
can significantly affect performance. Additionally, the existing state of
the files you are backing up (for example, whether the files are already
compressed) can affect the level of compression that might be
achieved. Consider these factors when you determine the applicable
settings for your backup environment.
Changing a Device from Disk to Tape (Standard)
1 In the left pane, under REO Standalone Devices, click Device
Configuration.
Click Device Configuration.
68 X Configuring REO Devices as Disk or Tape Devices
REO SERIES™ Setup Guide
2 From the REO Device ID list, select the first device whose configuration
you want to change.
Select a device.
3 In the Device Type section, select Tape.
Select Tape.
4 If you want to maximize backup storage capacity, select the Enable
Tape Compression check box.
If your backup software supports a hardware-compression feature for use
with tape, you can use this option to emulate that feature. For optimal
backup performance, leave this check box cleared; to maximize the
backup storage capacity, select this check box.
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Overland Storage REO 1000™ with Protection OS™ Software
5 To change the default target name of a device, in the iSCSI Target
Name box, type the new name (for example, LTO7).
Important: The target names must be unique within a network.
Type a new name (if
desired), and then
click Submit.
6 To save your changes, click Submit (or click Reset to cancel).
7 When the warning message appears that indicates all data currently
residing on the device will be deleted, click OK to continue.
After the change is processed, the Device Configuration page reappears
and displays the serial number assigned to the device. You can use this
serial number to identify the device in your backup software.
Any changes you make are also reflected on the Device Summary page.
70 X Configuring REO Devices as Disk or Tape Devices
REO SERIES™ Setup Guide
Note: The size of a device reflects the space that is available on a disk;
one GB equals one billion bytes. (The REO Appliance uses the
calculation of 1000 ¯ 1000 ¯ 1000 instead of 1024 ¯ 1024 ¯ 1024.)
Changes are reflected on the summary.
8 If you want to create dynamic tape devices, continue to the next section;
otherwise, proceed to the steps outlined in Associating Targets (Devices)
and Initiators on page 77.
Changing a Device from Disk to Dynamic Tape
1 In the left pane, under REO Standalone Devices, click Device
Configuration.
Click Device Configuration.
The Device Configuration page displays the current settings for the first
device listed in the REO Device ID list.
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Overland Storage REO 1000™ with Protection OS™ Software
2 From the REO Device ID list, select the first device whose configuration
you want to change.
The number of device IDs listed depends on the number of volumes that
you created.
Select a device.
3 In the Device Type section, select Dynamic Tape.
Select Dynamic Tape.
4 If you want to maximize backup storage capacity, select the Enable
Tape Compression check box.
If your backup software supports a hardware-compression feature for use
with tape, you can use this option to emulate that feature. For optimal
backup performance, leave this check box cleared; to maximize the
backup storage capacity, select this check box.
72 X Configuring REO Devices as Disk or Tape Devices
REO SERIES™ Setup Guide
5 If you want to specify a maximum size for the tape, enter the size in the
Dynamic Tape Maximum Size box.
The default is 0, which allows the appliance to use the available space on
a volume, up to 2198 GB.
Note: If you decide to change the maximum size at a later date, you
must either delete this device and re-create it using the desired size,
or create an additional device that uses the desired size.
Although you can set the level as high as 2198 GB, the REO Appliance
does not verify that it currently contains the space to support it.
6 To change the default target name of a device, in the iSCSI Target
Name box, type the new name (for example, LTO7).
Important: The target names must be unique within a network.
Type a new name (if
desired), and then
click Submit.
7 To save your changes, click Submit.
Note: After you change a device to Dynamic Tape, you cannot change it
to a different Device Type. You must use the Logical Volume
Management page to delete the device (volume), and then create a new
volume to replace it.
8 When the warning message appears that indicates all data currently
residing on the device will be deleted, click OK to continue.
Creating Tape Devices W 73
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After the change is processed, the Device Configuration page reappears
and displays the serial number assigned to the device. You can use this
serial number to identify the device in your backup software.
This identifies the serial
number assigned to the device.
Any changes you make are also reflected on the Device Summary page.
Note: The size of a device reflects the space that is available on a disk;
one GB equals one billion bytes. (The REO Appliance uses the
calculation of 1000 ¯ 1000 ¯ 1000 instead of 1024 ¯ 1024 ¯ 1024.)
Changes are
reflected on
the summary.
74 X Configuring REO Devices as Disk or Tape Devices
REO SERIES™ Setup Guide
9 After you complete these steps, proceed to the steps outlined in
Associating Targets (Devices) and Initiators on page 77.
Creating Tape Devices W 75
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76 X Configuring REO Devices as Disk or Tape Devices
8
Associating Targets (Devices)
CHAPTER
and Initiators
The main steps involved in associating targets (REO Devices) and
initiators with each other include:
Step 1 Understanding how the targets and initiators must be identified so that
they can successfully communicate with each other.
Step 2 Making sure that IP addresses and names match on both the targets and
the initiators.
Step 3 Making another backup copy of the REO SoftKey so that your
configuration information is preserved.
Understanding How Initiators and Targets (Devices) are
Connected
To configure the REO Appliance as a backup-and-recovery appliance, you
must provide target and initiator information. Each volume on the
appliance is a target (REO Device); the servers are initiators.
An iSCSI name is required both at the targets and at the initiators. An
iSCSI initiator name is required because it helps identify an initiator for
the purpose of target resource allocation (that is, which initiator has
access to which target resource).
Reviewing iSCSI Naming Conventions
iSCSI names must be unique within the domain of the end user.
However, because user domains can potentially merge with other user
domains, the iSCSI naming mechanism is structured to ensure
worldwide uniqueness. To ensure both domain and worldwide name
uniqueness, iSCSI provides for the use of different types of naming
mechanisms, based on the naming authority. Each iSCSI name is
prefixed with a short designator string that indicates the type of naming
authority. The iqn prefix is used for iSCSI-qualified names and the eui
prefix is used for Institute of Electrical and Electronics Engineers (IEEE)
iSCSI names.
To ensure the free movement of network HBAs between hosts without
carrying over the SCSI state information, iSCSI initiator names are
associated with iSCSI nodes instead of with network adapter cards. A
Associating Targets (Devices) and Initiators W 77
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target name should not be tied to hardware interfaces, which can be
changed. A target name should identify the logical target and must be the
same for the target, regardless of the physical portion being addressed.
iSCSI-Qualified Names
iSCSI-qualified names are constructed in four parts, each separated by a
decimal. The first part of the name is the iqn prefix. The second part of
the name is a date code in yyyy-mm format. The third part is a reversed
domain name, and the fourth part is any string (within the character set
and length boundaries) that uniquely identifies the initiator or target.
For example, the iSCSI-qualified name iqn.2002-
07.com.mycompany.storage:drive1 can be broken down into four
parts as shown.
Type DateOrganization Naming Authority Subgroup Naming Authority
iqn2002-07 com.mycompanystorage:drive1
Note: To enhance ease-of-use, the REO Appliance uses simplified iSCSI
target names.
IEEE iSCSI Names
IEEE iSCSI names are used when a manufacturer is already basing
unique identifiers on worldwide names, as defined in the SCSI SPC-2
specification (ANSI [American National Standards for Information
Systems], 2001. NCITS.351:2001. SCSI Primary Commands - 2
[SPC-2].). IEEE iSCSI names are constructed in two parts, separated by
a decimal. The first part of the name is the eui prefix. The second part of
the name is an EUI-64 address in ASCII hexadecimal (16 digits). For
example, the IEEE iSCSI name eui.02004567A425678D can be broken
down into two parts as shown.
Type EUI-64 Worldwide Name
eui02004567A425678D
78 X Associating Targets (Devices) and Initiators
Reviewing How Targets (REO Devices) and
Initiators are Associated
After you have named the targets and initiators (described later in this
chapter), you must assign them to each other in pairs. This must be
performed both on the REO Appliance by using the REO GUI and on the
application or backup server by using the iSCSI initiator management
tools. The following illustrations demonstrate how this should be
accomplished in an iSCSI configuration using the Microsoft iSCSI
initiator.
1 Match the Data Port IP address on the REO Appliance to the
target address on the backup server.
For example, if Data Port 1 on the REO Appliance is assigned an IP
address of 10.20.16.4, the IP address on the REO Appliance Network
Configuration page must match the target address on the iSCSI
configuration tool screens (you must launch the iSCSI configuration tool
to obtain this information) for the backup server you are configuring.
REO SERIES™ Setup Guide
(To access this dialog box, double-click the
Microsoft iSCSI Initiator icon on your desktop.)
Note: The preceding example illustrates using the Microsoft iSCSI
Configuration Tool.
Understanding How Initiators and Targets (Devices) are Connected W 79
(To access the Add Target Portal dialog box,
click Add on the Target Portals tab in the
iSCSI Initiator Properties dialog box.)
Overland Storage REO 1000™ with Protection OS™ Software
2 Verify that the iSCSI Target Name on the REO Appliance
matches the target name on the backup server.
For example, if one of the volumes on the REO Appliance is named
idevice.name.00e0812dd2e1.00, this is the iSCSI Target Name. The
target name on the REO Appliance Device Configuration page must
match the target name on the iSCSI configuration tool screens for the
backup server you are configuring.
Important: The target names must be unique within a network.
80 X Associating Targets (Devices) and Initiators
REO SERIES™ Setup Guide
3 Match the iSCSI initiator name on the REO Appliance to the
initiator name on the backup server.
For example, if one of the volumes on the REO Appliance is named
idevice.name.00e0812dd2e1.00, this is the iSCSI Target Name. You
must assign at least one initiator to this target (if you do not, you will not
be able to access the device). The iSCSI initiator name on the initiator
portion of the REO Appliance Device Configuration page must match the
initiator name on the iSCSI configuration tool screen for the backup
server you are configuring.
The Initiator IP Address field is optional. If used, both the iSCSI initiator
name and the IP address will be checked by the REO Appliance and must
match for access to be granted.
Configuring Targets (REO Devices) and Initiators
Each disk or logical volume on the REO Appliance is an iSCSI target and
has a passive role in fulfilling requests initiated by the application or
backup server.
The backup server is an initiator and plays the active role in issuing
commands. An initiator is configured in conjunction with targets on the
REO Appliance as an access control mechanism. You must configure an
initiator by using the initiator software and by using the REO GUI. You
can assign up to eight initiators to each REO disk device (a virtual tapedevice currently supports only one initiator).
Configuring Targets (REO Devices) and Initiators W 81
Overland Storage REO 1000™ with Protection OS™ Software
Configuring REO Devices (Targets) and Initiators
1 In the left pane, under REO Standalone Devices, click Device
Configuration.
Click Device Configuration.
The iSCSI Target Name fields are assigned default values that include
the Media Access Control (MAC) address of the appliance. Using the
MAC address helps ensure that the default name is unique.
Important: The target names must be unique within a network.
2 To change an iSCSI Target Name, type the new name in the text box,
and then click Submit.
To change a target’s name, type the new name in this box, and then click Submit.
82 X Associating Targets (Devices) and Initiators
REO SERIES™ Setup Guide
3 From the REO Device ID list, select the device for which you want to
add initiators, and then click Add New Initiators.
Select the device,
and then click Add
New Initiators.
4 Do the following:
a In the iSCSI Initiator Name box, enter a unique name (up to 223
alphanumeric characters) of an authorized initiator for the target.
The fully qualified iSCSI name is assigned by the manufacturer of
either the software initiator or the storage adapter installed on your
backup server.
The iSCSI initiator name entered here must match the name of the
iSCSI initiator on the associated backup server.
Tip: To copy the initiator name if you are using the Microsoft initiator
driver and then paste it here, use the initiator configuration tool. Click
the Initiator Settings tab, highlight the initiator node name, rightclick, and copy the initiator node name.
Enter the unique
name of the
initiator, select the
ID, and click Submit.
b (Optional) In the Enforce Initiator Connection from IP Address
box, if you want to use an additional level of authentication, use dotted
decimal notation to enter the IP address of the backup server. If
present, the IP address of the initiator is compared with the IP address
you enter here.
c In REO Device ID List, select the ID for the target to which you are
assigning this initiator, and then click Submit.
Configuring Targets (REO Devices) and Initiators W 83
Overland Storage REO 1000™ with Protection OS™ Software
d When the message appears, click OK to continue.
e In REO Device ID List, select the ID for the target to which you are
assigning this initiator, and then click Submit.
f When the message appears, click OK to continue.
5 Repeat these steps for each target.
Configuring the iSCSI Initiator with
Target (REO Device) and Initiator Assignments
X On each applicable server, use the management tool that came with your
iSCSI initiator to specify the target (REO Device) information.
To configure the REO Appliance as a backup-and-recovery appliance, you
must provide target (REO Device) and initiator (host) information. An
iSCSI name is required for both the targets and the initiators. After
targets and initiators have been specified, they must be assigned to each
other. This must be performed on the server by using the software or
hardware initiator, and on the REO Appliance by using the REO GUI,
which you completed in the previous section.
Note: For detailed information on various drivers and adapters, see the
manufacturer’s documentation for assistance on assigning targets.
You can also check the Overland Web site (www.overlandstorage.com)
for the applicable Application Notes.
Backing Up Your REO SoftKey (Post-Configuration)
Make another backup copy of all the files on the REO SoftKey.
1 Transfer the REO SoftKey to a USB port on a Windows 2000, 2003, or XP
system that contains active virus-protection software.
2 If you are using Windows, double-click My Computer on your desktop
(or use Windows Explorer), and browse to the software-key disk drive.
The name of this disk varies based on your system configuration, but it
will be called something like Removable Disk (G:).
3 Make a backup copy of all the data on the REO SoftKey, and store the
copy in a secure location.
84 X Associating Targets (Devices) and Initiators
9
Creating a Virtual Tape-Library
CHAPTER
(VTL)
The main steps involved in creating a VTL include:
Step 1 Making sure that the appliance is set up to use a RAID configuration
with logical volumes.
Step 2 Selecting the type of library that you want to emulate.
Step 3 Setting the target information.
Step 4 Identifying the initiators.
Step 5 Making another backup copy of the REO SoftKey so that your
configuration information is preserved.
Verifying that a RAID Configuration with Logical
Volumes is Selected
Before you can create a VTL, you need to ensure that the appliance is set
to use RAID with logical volumes. (You do not need to create any logical
volumes, because the VTL feature does that for you.)
1 Log on to the REO GUI.
Creating a Virtual Tape-Library (VTL) W 85
Overland Storage REO 1000™ with Protection OS™ Software
2 In the left pane, under System Menu, click Volume Setup.
Click Volume Setup.
Make sure that one
of these options is
selected.
3 In the Select Physical Configuration list, make sure that you are
using RAID 0 or RAID 5 with logical volumes.
For information on changing the configuration, see Changing the Volume
Configuration on page 59.
86 X Creating a Virtual Tape-Library (VTL)
Adding a VTL
You can create up to four VTLs on an appliance.
1 In the left pane, under Virtual Tape Library Devices, click VTL
Manager.
REO SERIES™ Setup Guide
Click VTL Manager.
2 In the VTL Manager page, click Add VTL.
Click here.
Tip: If you want to make the VTL Manager page the first page that
appears when you launch the REO GUI, instead of the Device
Summary page, select the Set This Page as Default check box.
Adding a VTL W 87
Overland Storage REO 1000™ with Protection OS™ Software
3 In the Descriptive Name section of the Add VTL page, leave the
Automatic check box selected if you want the REO GUI to specify the
name of the VTL (it will use the phrase “vtl” followed by a number,
beginning with 0).
You can also clear the check box, and type a name (up to 32 alphanumeric
characters) in the text box that appears.
4 Select the Emulation Template that you want to use as a guideline for
the setup of the VTL.
The template that you select changes the default number of virtual tapedrives and virtual tape-cartridges that are created. This template is a
guideline; you can manually change any of the default settings.
Selecting the NEO 2000 creates one drive and 30 cartridges.
Selecting the NEO 4100 creates two drives and 60 cartridges.
Selecting the NEO 4200 creates four drives and 120 cartridges.
5 In the Bar Code Seed section, if you want the REO GUI to specify the
first bar code label and automatically generate subsequent labels, leave
the Automatic check box selected.
If you want to use your own naming convention, you can clear the check
box, and type the name (up to six alphanumeric characters) in the text
box that appears. The REO GUI automatically includes L2 at the end of
each bar code to indicate that the device uses the LTO-2 technology.
The sequencing of the codes begins with the last character listed before
the L2. For example, if you manually entered a seed of AAAAAA, the next
code is AAAAAB. When the code reaches AAAAAZ, it rolls the second to
the last character and starts over (AAAABA, AAAABB, and so on). If you
manually entered a seed of 111111, the next number would automatically
be 111112.
6 To change the default number of virtual tape-drives that you want to
allocate for the VTL, enter the new number in the Drive Count box.
7 To change the default number of virtual tape-cartridges (and
corresponding bins) that you want to allocate for the VTL, enter the new
number in the Cartridge/Slot Count box.
88 X Creating a Virtual Tape-Library (VTL)
The REO GUI automatically creates a dynamic virtual tape-device for
each cartridge.
Important: After you submit this page by clicking Create, you can only
increase the number of cartridges and slots assigned to the VTL.
8 Click Create, and complete the steps outlined in the next section, Setting
Target Information.
Setting Target Information
On the Target Configuration page that appears, the default SCSI
Product ID automatically identifies the VTL as a NEO Series device.
Important: Do not change this setting unless your backup software
requires the alternate setting of REO Series.
To set the remaining target information
1 If your backup sof tw a r e s u pports a hardware compression feature for use
with tape and you want to emulate that feature, select the Compression
check box.
For optimal backup performance, leave this check box cleared; to
maximize the backup storage capacity, select this check box. This option
applies to all virtual cartridges on the VTL.
REO SERIES™ Setup Guide
Setting Target Information W 89
Overland Storage REO 1000™ with Protection OS™ Software
2 In the DVT Capacity Limit box, enter the maximum size (up to 2000
gigabytes, depending on space available) that you want to allow each
virtual cartridge to reach.
Note: If you decide to change the capacity at a later date, you must
either delete this VTL and re-create it using the desired size, or create
an additional VTL that uses the desired size.
3 If you want to change the Drive Count number that you entered on the
previous page, enter the new number here.
4 If you want to increase the Cartridge/Slot Count number that you
entered on the previous page, enter the new number here.
5 To change the default target name of a device, type the new name in the
Target Name box.
All targets must have an iSCSI name. The REO GUI automatically
enters a name that begins with the name of the VTL and includes the
MAC address of the device.
6 Before clicking Commit, note the following if you need this information
for your backup software.
SCSI Vendor ID. Displays the ID automatically generated by the
REO GUI. (Your backup software might require this information.)
Device Name. Displays the name of the device automatically
assigned by the GUI.
FC LUN. Displays the Fibre Channel (FC) logical unit number (LUN)
automatically assigned to the device by the GUI.
SCSI SN. Displays the Small Computer System Interface (SCSI)
serial number (SN) automatically assigned to the device by the GUI.
7 Click Commit, and complete the steps outlined in the next section,
Specifying Initiators.
Specifying Initiators
1 On the Initiator Configuration page, click Add Initiator.
For a general description of initiators and targets, review the information
provided previously under Understanding How Initiators and Targets
(Devices) are Connected on page 77.
Click here.
90 X Creating a Virtual Tape-Library (VTL)
REO SERIES™ Setup Guide
2 When the message appears, click OK to continue.
3 On the Add Initiator page, do the following:
a In the iSCSI Initiator Name box, enter a unique name (up to 223
alphanumeric characters) of an authorized initiator for the target.
The fully qualified iSCSI name is assigned by the manufacturer of
either the software initiator or the storage adapter installed on your
backup server.
The iSCSI initiator name entered here must match the name of the
iSCSI initiator on the associated backup server.
Tip: If you use the Initiator Names pick list to select an existing initiator,
there is only one name in the list, and you are using Internet Explorer
on a Windows 2000 system, you might need to select the name a
second time before it will automatically complete the name and
address fields.
b (Optional) In the iSCSI Initiator IP Address box, if you want to use
an additional level of authentication, use dotted decimal notation to
enter the IP address of the backup server.
If present, the IP address of the initiator is compared with the IP
address you enter here.
4 In the Select Devices for this Initiator section, if you do not want the
initiator to access all devices, select the applicable device.
Specifying Initiators W 91
Overland Storage REO 1000™ with Protection OS™ Software
5 To add the initiator and return to the Initiator Configuration page, click
Commit.
6 If you want to add another initiator, click Add Initiator, and repeat the
process.
7 After you are done creating initiators, click Commit.
The VTL Manager page is displayed, with a summary of the new VTL you
created listed at the bottom of the page.
8 On each applicable backup system, use the management tool that came
with your initiator to specify the target information.
For more information, see Configuring the iSCSI Initiator with Target
(REO Device) and Initiator Assignments on page 84.
92 X Creating a Virtual Tape-Library (VTL)
REO SERIES™ Setup Guide
Backing Up Your REO SoftKey (Post-Configuration)
Make another backup copy of all the files on the REO SoftKey.
1 Transfer the REO SoftKey to a USB port on a Windows 2000, 2003, or XP
system that contains active virus-protection software.
2 If you are using Windows, double-click My Computer on your desktop
(or use Windows Explorer), and browse to the software-key disk drive.
The name of this disk varies based on your system configuration, but it
will be called something like Removable Disk (G:).
3 Make a backup copy of all the data on the REO SoftKey, and store the
copy in a secure location.
Backing Up Your REO SoftKey (Post-Configuration) W 93
Overland Storage REO 1000™ with Protection OS™ Software
94 X Creating a Virtual Tape-Library (VTL)
10
Working with the REO 1000
CHAPTER
This chapter provides a few tips on working with the REO Appliance
including:
Logging on to the Web interface.
Reviewing the information displayed in the Device Summary.
Switching from one configuration to another.
Understanding how disk drives are numbered.
Logging On from Any System with Network Access
After you have completed configuration of the REO Appliance, you can
access the REO GUI from any system that has network access to the IP
address of the Management Port.
Be aware of the following:
If you log on from one system and then log on from another system, the
REO GUI automatically logs you off from the first system.
After an hour of inactivity, the REO GUI automatically logs you off the
system.
If another user logs on to the REO GUI, you are automatically logged
off.
1 In your Web browser, type the IP address assigned to the Management
Port for the REO Appliance.
Tip: You can also use the IP address assigned to the Data Port.
2 When the prompt appears, type your logon name and password (the
defaults are
Administrator and system) in case-sensitive format.
Working with the REO 1000 W 95
Overland Storage REO 1000™ with Protection OS™ Software
The REO GUI appears.
Logging Off the REO GUI
X To log off the REO GUI, close the browser window.
Understanding the Summary Pages
The Protection OS software includes a summary page that lists the REO
Devices and another that lists the initiators.
Note: The size of a device reflects the space that is available on a disk;
one GB equals one billion bytes. (The REO Appliance uses the
calculation of 1000 ¯ 1000 ¯ 1000 instead of 1024 ¯ 1024 ¯ 1024.)
96 X Working with the REO 1000
Reviewing the Device Summary Page
The Device Summary page provides an immediate view of your REO
Appliance and its status. The following shows two examples of what you
might see on this page (what you see depends on how you configure your
appliance).
This image shows the RAID 5
configuration, with logical
volumes. Five logical volumes
have been created at this point.
REO SERIES™ Setup Guide
This image shows the JBOD
configuration. Two of the
REO Devices have been
configured to function as
virtual LTO-2 tape devices.
The following explains each of the columns:
REO Device ID. This entry is automatically designated by the REO
Appliance. Depending on the configuration, you might have up to 64
IDs in this list.
iSCSI Target Name. Displays either the default name assigned by
the REO Appliance or the new name assigned by you.
Status. Indicates whether the device is Up or Down. In addition to
using an Up or Down label, the color green indicates that the item is
okay, orange indicates that the item is in an unprotected state (for
example, initializing), and red indicates that the item is unavailable
(for example, a disk is missing).
Note: This status is different from that which is shown on the Physical
Volume Management page. For example, if you switch from a JBOD
configuration to a RAID 5 configuration, the status of the device ID on
the summary page will be Up, while the status for the volume on the
Physical Volume Management Page will be INITIALIZING.
Device Type. Indicates whether the device is exported as a disk drive
or as a virtual LTO-2 tape drive. If you create a Tape Device or
Dynamic Tape Device and select the Enable Tape Compression check
box, Tape (or Dynamic Tape) appears in italic formatting in this
column.
Size (GB). Indicates the amount of space allocated to the device.
Tip: To access the Device Configuration page for a specific device, click
the applicable REO Device ID.
Understanding the Summary Pages W 97
Overland Storage REO 1000™ with Protection OS™ Software
Reviewing the Initiator Summary Page
The Initiator Summary page provides an immediate view of the initiators
(systems) that you have defined for the REO Devices. For each initiator,
this page shows information such as which devices (targets) it is
associated with and the type of connection.
The following image shows the initiators for a RAID configuration using
logical volumes.
Tip: To access the Initiator Configuration page for a specific initiator,
click the applicable Initiator Name. To access the Device
Configuration page for a specific device, click the applicable REO
Device ID.
98 X Working with the REO 1000
Understanding the VTL Manager Page
The VTL Manager page displays high-level information about your VTLs
and provides access to all pages associated with a VTL. Before you create
a VTL, only the upper sections of the page (Capacity Summary and
Resources) are displayed. After you create a VTL, the Current VTL
Summary section is added.
REO SERIES™ Setup Guide
The following explains each of the items:
Available Space. Indicates the amount of space that remains on the
appliance.
Used Capacity. Indicates how much space on the appliance is
currently consumed by the data stored in the VTLs.
Available VTLs. Indicates the number of VTLs that you can create
(as you create a VTL, this number decreases accordingly).
Available Virtual Cartridges. Indicates the number of virtual tapes
that are currently allocated for use by a VTL.
Available Virtual Drives. Indicates the number of virtual tape-
drives that are currently allocated for use by a VTL.
VTL #. Indicates the number automatically assigned by the REO GUI.
Name. Indicates the Descriptive Name automatically assigned by the
GUI or manually entered by you.
Target Configuration. Accesses the Target Configuration page
where you can change settings such as compression, drive counts, and
the names of targets.
Initiator Configuration. Accesses the Initiator Configuration page
where you can add, modify, or remove initiators.
Understanding the VTL Manager Page W 99
Overland Storage REO 1000™ with Protection OS™ Software
Display. Accesses the VTL Status page, which displays a Device
Summary and a Cartridge Map.
Drives. Lists the number of virtual tape-drives assigned to the VTL.
Cartridges. Lists the number of virtual tapes assigned to the VTL.
Library. To remove a VTL, click Delete This VTL.
Understanding How Dynamic Tape Devices Work
As explained previously, Dynamic Tape devices contract and expand to
accommodate the size of a specific backup job.
When your backup software starts a job, it mounts the Dynamic Tape
device as if it were a physical tape, and then begins the backup process
by launching a Write operation. During this process, if the tape position
in the backup software corresponds to a logical-block address (LBA) that
is less than 3, the software treats the device as though it were
overwriting a tape, and the REO Appliance reduces the capacity of the
device to 1 GB. The appliance then releases the unused storage back into
a virtual storage-pool (VSP).
When the backup software reaches an early warning (EW) state (EW is
reached when less than 100 MB of space remains on the current device),
the REO Appliance reviews the following to determine whether it can
expand the size of the device:
Step 1 It determines how much space is already consumed.
If the current consumption exceeds 70 percent of the VSP, the
appliance sends a “warning” message to the e-mail address you
specified for alerts.
If the current consumption exceeds 90 percent of the VSP, the
appliance sends a “critical” message to the e-mail address you
specified for alerts.
Step 2 It determines whether you specified a maximum size for the device.
If you did not (that is, if you used the default entry of 0 which lets the
appliance use up to 2198 GB of the VSP), the appliance attempts to
expand the size of the tape in 1 GB increments until the maximum of
2198 GB is reached.
If you specified a maximum size, the appliance determines whether
expanding the size of the tape by 1 GB would exceed the specified
capacity.
If the expansion would not exceed the limit, the appliance increases
the size of the tape by 1 GB. If the expansion is successful, an EW is
not reported to the backup software. If the expansion is
unsuccessful, the EW is relayed to the backup software.
If the expansion would exceed the limit, an EW is relayed to the
backup software.
100 X Working with the REO 1000
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