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Overland Storage, Inc.
4820 Overland Avenue
San Diego, CA 92123
U.S.A.
Overland Storage REO 9000 with ProtectionPAC Software
8 X Contents
Preface
The Overland Storage REO 9000 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
ProtectionPAC. The ProtectionPAC 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, set up (attach and
configure) one unit at a time. The target names must be unique within
a network; that is, if you are using multiple appliances, you must
change the default target names.
Also, 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 9000 with ProtectionPAC Software
10 X Preface
1
Reviewing REO 9000 Concepts
CHAPTER
and Requirements
The main steps involved in preparing to set up the REO Appliance
include:
Step 1 Understanding the concepts of iSCSI, Fibre Channel (FC), 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) or Fibre Channel (FC) storage-area
network (SAN), 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 163.
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 9000 Concepts and Requirements W 11
Overland Storage REO 9000 with ProtectionPAC Software
Fibre Channel (FC)
Instead of, or in addition to, using iSCSI and the TCP/IP protocol to
transmit information over a network, you also have the option of using a
SAN that makes use of the FC and Small Computer System Interface
(SCSI) protocols. The FC protocol uses two additional protocols to
communicate at the hardware level: Fibre Channel Arbitrated Loop (FCAL), which communicates with hubs, and Fibre Channel Switched (FCSW), which communicates with switches. The SCSI protocol provides the
communication link at the higher level, between the hardware and the
software.
You can use all three basic FC SAN topologies with the REO Appliance:
Point-to-point. This topology provides a direct connection between
two N_Ports.
Arbitrated loop. In an arbitrated loop, NL_Ports and FL_Ports are
daisy-chained with hubs, which means that only one device can send
data at a time.
Switched fabric. Switched fabric consists of one or more switches
that are interconnected, and multiple nodes connected to the switches.
The REO Appliance supports the following types of ports for FC:
Port Type RepresentsAssociated Topology
N_PortNode PortConnects point-to-point or to F_Port
NL_PortNode Loop PortN_Ports that can connect to an arbitrated loop
FC uses strict naming conventions to support unique, 64-bit names for
the worldwide node name (WWNN) and the worldwide port name
(WWPN). These names are pre-assigned by the manufacturers of the
different hardware components used in an FC.
12 X Reviewing REO 9000 Concepts and Requirements
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 or FC 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 10/100 or Gigabit Ethernet (GbE) LAN to backup servers sharing
REO Appliance D2D storage over GbE or FC.
Application servers
Ethernet/FC
Backup Network, 10/100/1000 BaseT
Ethernet
Setup Guide
Storage-Area Network, GbE or FC
Ethernet/FC
Backup Server
Tape
REO
In addition to being part of the LAN, the backup servers, and the REO
Appliance are part of the GbE backup SAN.
Important Concepts to Understand W 13
Overland Storage REO 9000 with ProtectionPAC Software
The following diagrams show two different ways of configuring a REO
Appliance with multiple backup servers.
LAN
Management
browser
interface (console)
GbE or 10/100
10/100
Management
Server 3Server 2Server 1
GbE or 10/100
GbE or 10/100
Backup server
SCSI
Server 4
GbE or 10/100
GbE or 10/100
Tape sub-system
GbE or FC Switch
GbE or 10/100
GbE or 10/100
REO
GbE or 10/100
Server 8Server 7Server 6Server 5
GbE or 10/100
Backup server
SCSI
Tape sub-system
14 X Reviewing REO 9000 Concepts and Requirements
LAN
Management
browser
interface (console)
Setup Guide
Server 4
GbE or 10/100
GbE or 10/100
Tape sub-system
GbE or 10/100
GbE or 10/100
GbE or 10/100
GbE or 10/100
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 two physical RAID volumes 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.
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.
Important Concepts to Understand W 15
Overland Storage REO 9000 with ProtectionPAC Software
If you use a RAID 5 configuration, you can also set aside a disk drive for
each physical host (controller); that is, you can create a hot spare. These
disk drives remain in standby mode, and you can use them immediately
if another disk fails.
Tape Emulation
The ProtectionPAC 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.
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 24. If you use RAID 0 or 5 without
logical volumes, you can have four. 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 combine the two physical RAID volumes into
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 ProtectionPAC 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.
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, set up (attach and
configure) one unit at a time. The target names must be unique within
a network; that is, if you are using multiple appliances, you must
change the default target names.
Also, 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.
16 X Reviewing REO 9000 Concepts and Requirements
Network
Setup Guide
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:
If you intend to use GbE, 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 CAT 5 (or better) shielded (screened) or unshielded 100-ohm
twisted-pair RJ-45 network cables. Also:
If you intend to connect the Management Port, which is a 10/100
port, to an application or backup server via a switch, you must use
a straight-through cable.
If you intend to connect the Management Port directly to your
application or backup server (without a switch), you must use a
cross-over cable.
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.
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 17
Overland Storage REO 9000 with ProtectionPAC Software
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.
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.
18 X Reviewing REO 9000 Concepts and Requirements
2
CHAPTER
Setting Up the REO 9000
The main steps involved in setting up the REO Appliance include:
Step 1 Unpacking the REO Appliance, and reviewing safety guidelines.
Step 2 If you intend to position the REO Appliance in a rack, attaching the
required components.
Step 3 Connecting the REO Appliance to the management LAN.
Step 4 Connecting the REO Appliance to the application and backup servers,
SAN for the backup servers, or FC.
Step 5 Connecting external SCSI devices.
Step 6 Attaching the power cords.
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.
Setting Up the REO 9000 W 19
Overland Storage REO 9000 with ProtectionPAC Software
1 Unpack the REO Appliance.
The shipping container contains the following:
Overland Storage appliance chassis
Depending on which version of the product that you purchased, either
12 or 24 disk carriers and disk drives
Power cords (U.S.) (Approved cord sets shall be used in countries
outside North America.)
Appliance face-plate
REO SoftKey
Rack-mount hardware
Documentation CD-ROM and poster
2 Review the following guidelines prior to positioning the REO Appliance
physically within your network.
Make sure that the REO Appliance is accessible.
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 REO Appliance from extreme temperature and humidity.
Overland Storage recommends that you install the REO Appliance in
a clean, air-conditioned environment where water and moisture
cannot enter the case of the REO Appliance. Keep the air as free from
dust as possible.
Protect the REO 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 REO 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.
20 X Setting Up the REO 9000
Positioning the REO Appliance in a Rack
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:
Pull the outer slide toward the rear, along with the intermediate slide,
until the inner slide-lock engages the intermediate slide.
Setup Guide
REO90002
Continue to pull the outer slide towards the rear until the outer slide-
lock engages the intermediate slide. To permit the intermediate slide
to continue to move toward the rear, press the inner slide-lock button.
Continue to move the outer and intermediate slides toward the rear
until they are separated from the inner slide.
REO90005
Positioning the REO Appliance in a Rack W 21
Overland Storage REO 9000 with ProtectionPAC Software
2 Locate the screw holes in the front and rear rails of the rack where the
REO Appliance slides will be installed.
The unit uses 5U of rack space.
Location of rails and
mounting hardware
Nut plates,
slide rails,
bar nuts, and
mounting screws
REO90007
REO90051
3 Fasten each outer slide by using 10-32 screws (with washers, if needed)
and one nut plate.
22 X Setting Up the REO 9000
Setup Guide
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.
Nut Plate
REO90063
Note: When fastening the adjustable bracket, allow room for the slide to
pass by the inside of the rack.
4 Tighten all the screws.
5 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.
REO0065
Caution: The disk drives for the REO Appliance are located in the front
of the unit. The result being the majority of weight is distributed to the
front of the REO Appliance. This 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 lb. (Kg), applied in any direction other than
upwards, does not cause the rack to overbalance.
Positioning the REO Appliance in a Rack W 23
Overland Storage REO 9000 with ProtectionPAC Software
6 At the front of the rack, lift the REO Appliance to its installed height,
engage the inner slides mounted on the REO Appliance with the
intermediate slides protruding from the rack, and slide the REO
Appliance toward the rack until the inner slide-lock engages the
intermediate slide.
This leaves the entire REO 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.)
REO90003
7 Press inward (toward the chassis) on each of the inner slide-locks to
permit the intermediate slides to move toward the rack.
8 Slide the
inner and outer slide locks engage, and that the
REO Appliance in and out several times, ensuring that the
REO Appliance chassis
does not bind against the slides.
24 X Setting Up the REO 9000
REO90001
Setup Guide
9 Slide the REO Appliance into the rack, and attach the captive screw on
each panel extension (left and right sides) to the rack and nut plate.
REO90006
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 chassis after you
have installed the chassis in the rack.
1 Remove the package of desiccant from each slot in the chassis.
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.
01 23
4567
891011
12
13
14
15
16171819
4 Repeat these steps for each disk carrier.
5 Attach the appliance face-plate.
Installing the Disk Carriers and Disk Drives W 25
23222120
Overland Storage REO 9000 with ProtectionPAC Software
Connecting the REO Appliance to the Management
LAN
X Using the Management Port (10/100), connect the REO Appliance to
your LAN via the twisted-pair network cables.
Management
Port
26 X Setting Up the REO 9000
Connecting the REO Appliance to the Network
Use the following instructions to connect your REO Appliance to your
backup servers, SAN, or FC switch.
1 For iSCSI connectivity, use Data Port 1 to connect the REO Appliance
to a backup server via the twisted-pair network cables.
Setup Guide
Data Port 2 Data Port 1
2 For additional iSCSI connectivity, use Data Port 2 to connect the REO
Appliance to a second backup server via the twisted-pair network cables.
You can connect backup servers to the REO Appliance by using a directconnect cable or by using a GbE switch.
3 If you are using FC, connect the Fibre Channel Ports on the rear of the
REO Appliance to your FC switch or hub.
The Fibre Channel ports on the back of the REO Appliance are numbered
port 0 (bottom) and port 1 (top).
Port 1
Port 0
Connecting the REO Appliance to the Network W 27
Overland Storage REO 9000 with ProtectionPAC Software
Connecting External Devices to the REO Appliance
The REO Appliance includes two Ultra320 SCSI ports, which support
SCSI devices such as medium changers and tape drives. You can use a
chain formation to assign up to 15 SCSI IDs to each port.
To connect SCSI devices to your REO Appliance
X On the rear of the REO Appliance, attach the applicable devices to the
SCSI ports.
You must use an external 68-pin SCSI cable that includes a male connect
with thumbscrews to connect a device to the port. (This cable is not
included with the REO Appliance.)
SCSI port 0
Attaching the Power Cords
1 Attach all four power cords to the REO Appliance.
2 Plug the power cords in to an AC power source (do not turn the power on).
Important: You must connect and use all four power cords; if one of the
cords is disconnected or malfunctioning, the REO Appliance beeps
repeatedly until the situation is resolved. Overland Storage
recommends that you use separate power mains for the power sources.
If you are not using Dynamic Host Configuration Protocol (DHCP), it
is critical to the configuration process that you refrain from enabling
power to the REO Appliance before completing the configuration steps
specified in the next chapter.
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.
SCSI port 1
28 X Setting Up the REO 9000
Setup Guide
Each power supply contains:
A socket for insertion of an AC line cord.
A two-color LED for indicating the status of the power supply. When
AC is applied to the supply and standby voltages are available, the
LED becomes red. When all outputs are available, the LED becomes
green. If the power supply fails, the LED becomes red.
A latch for releasing the power supply from the REO Appliance.
A handle for pulling the power supply out of the REO Appliance.
A pair of fans for preventing the power supply from overheating.
A feature that verifies the following (if not detected, an alarm signal
sounds):
All output voltages V1 to V5 are within regulation.
The fans are operating normally.
The internal temperature of the power supply is normal.
Fans
Extraction handle
3 Complete the steps outlined in the next chapter, Using the REO SoftKey
Release latch
Socket
Thumbscrew
to Start the REO 9000 on page 31.
Attaching the Power Cords W 29
Overland Storage REO 9000 with ProtectionPAC Software
30 X Setting Up the REO 9000
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