SANsurfer FC HBA Manager User’s Guide
Management Tool for QLogic FC and FCoE Adapters
Information furnished in this manual is believed to be accurate and reliable. However, QLogic Corporation assumes no
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described in this document for any of these products are for illustrative purposes only. QLogic Corporation makes no
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modification. QLogic Corporation assumes no responsibility for any errors that may appear in this document.
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Document Revision History
Revision A, February 2008
Revision B, June 2008
Revision C, November 2008
Revision D, December 2008
Revision E, January 2009
Revision F, February 2009
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SANsurfer FC HBA Manager User’s Guide
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ChangesSections Affected
Revision B changes:
General edits.Most
Modified guide subtitle.Management Tool for QLogic FC and FCoE Adapt-
Management Tool for QLogic FC and FCoE Adapters
ers
Modified product overview and features descriptions.
Added VMware ESX to the software requirements.“Software Requirements” on page 3-2
Modified system overview introductory text.2 System Overview
Added support for QLE8042 converged network
adapter (CNA).
Removed support for combo installation.“Initial Installation” on page 4-1, “Uninstalling SAN-
Excluded Windows Vista and Windows 2008
Server from Windows shortcut profile and desktop
icon creation.
Updated toolbar to show Stats button renamed
Monitor.
Added FCoE engine icon.“Adapter Icons and Text” on page 5-9
Changed “Linux Only” to “Linux Failover Driver
Only.”
SANsurfer FC HBA Manager User’s Guide
Management Tool for QLogic FC and FCoE Adapters
Notes
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Preface
The SANsurfer FC HBA Manager User’s Guide describes the SANsurfer FC HBA
Manager tool, used to configure and manage QLogic SANsurfer Fibre Channel
(FC) host bus adapters (HBAs) and Fibre Channel over Ethernet (FCoE)
converged network adapters (CNAs) within storage area networks (SANs).
NOTE:
Throughout this guide, HBA and adapter are used interchangeably, as are
the terms target and device.
What’s in this Guide
This guide contains the basic information you need to get started with the
graphical user interface (GUI)-based SANsurfer FC HBA Manager management
tool.
NOTE:
For detailed information about the features and functionality not covered in
this guide, refer to the help system (see “Getting Help” on page 5-12).
This preface explains the typographic conventions used in this guide, lists related
documents, specifies the intended audience, refers you to the QLogic license
agreements, and provides technical support and contact information.
The remainder of the user's guide contains the following sections and appendices:
Section 1 SANsurfer FC HBA Manager Overview describes the features of
SANsurfer FC HBA Manager.
Section 2 System Overview outlines the hardware and software installation
of devices controlled by SANsurfer FC HBA Manager.
Section 3 System Requirements lists the hardware and software
requirements needed for optimum SANsurfer FC HBA Manager
performance.
Section 4 Installing SANsurfer FC HBA Manager describes how to install
and uninstall SANsurfer FC HBA Manager.
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Section 5 Getting Started describes how to customize the SANsurfer FC
HBA Manager. It includes starting and exiting the SANsurfer FC HBA
Manager user interface, getting help, setting security, and setting the options
that activate each time you start SANsurfer FC HBA Manager.
Section 6 Performing Diagnostics provides details for setting up, running,
and interpreting loopback and read/write buffer tests, as well as viewing
adapter port SFF-DMI information.
Section 7 Troubleshooting presents common troubleshooting questions and
answers. It also provides the procedures for tracing the SANsurfer FC HBA
Manager user interface and agent activity, if directed to do so by your
authorized service provider.
Appendix A Frequently Asked Questions lists and provides the answers to
frequently asked questions about SANsurfer FC HBA Manager.
Appendix B Shortcut Keys lists keyboard combinations used to perform
tasks in SANsurfer FC HBA Manager.
Glossary lists common hardware, software, and FC terms that are used in
SANsurfer FC HBA Manager.
In addition, at the end of this guide is a index to help you easily locate information.
Intended Audience
This guide is for system administrators who are responsible for installing,
configuring, and managing QLogic adapters using the SANsurfer FC HBA
Manager.
Related Materials
For additional help installing or using the SANsurfer FC HBA Manager, refer to the
following related documents:
QLogic 2Gb–8Gb FC HBA Quick Start Guide, part number
readme.txt - SANsurfer notes included with SANsurfer FC HBA Manager
SANsurfer FC HBA Manager Release Notes - Details about the modifications
since the previous version. There are separate release notes based on the
operating system
This guide uses the following documentation conventions:
NOTE: provides additional information.
CAUTION!
causing damage to data or equipment.
WARNING!!
causing personal injury.
Tex t in blue font indicates a hyperlink (jump) to a figure, table, or section in
this guide, and links to Web sites are shown in underlined blue
example:
Table 9-2 lists problems related to the user interface and remote agent.
See “Installation Checklist” on page 3-6.
For more information, visit www.qlogic.com
Tex t in bold font indicates user interface elements such as a menu items,
buttons, check boxes, or column headings. For example:
Click the Start button, point to Programs, point to Accessories, and
Under Notification Options, select the Warning Alarms check box.
Tex t in Courier font indicates a file name, directory path, or command line
text. For example:
To connect to a group of hosts listed in a host group file (.hst), type
indicates the presence of a hazard that has the potential of
indicates the presence of a hazard that has the potential of
.
then click Command Prompt.
SANsurfer -g path
and then press ENTER.
. For
Enter the following command: sh ./install.bin
Key names and key strokes are indicated with UPPERCASE:
Press CTRL+P.
Press the UP ARROW key.
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Tex t in italics indicates terms, emphasis, variables, or document titles. For
example:
For a complete listing of license agreements, refer to the QLogic
Software End User License Agreement.
What are shortcut keys?
QLA2xxx (where xxx is 440, 460, 462).
Topic titles between quotation marks identify related topics either within this
manual or in the online help, which is also referred to as the help system
throughout this document.
License Agreements
Refer to the QLogic Software End User License Agreement for a complete listing
of all license agreements affecting this product.
Technical Support
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Customers should contact their authorized maintenance provider for technical
support of their QLogic switch products. QLogic-direct customers may contact
QLogic Technical Support; others will be redirected to their authorized
maintenance provider.
Visit the QLogic support Web site listed in Contact Information for the latest
firmware and software updates.
Availability
QLogic Technical Support for products under warranty is available during local
standard working hours excluding QLogic Observed Holidays.
Training
QLogic offers training for technical professionals for all iSCSI, InfiniBand, and
Fibre Channel products. From the main QLogic web page at www.qlogic.com
click the Education and Resources tab at the top, then click the Education & Training tab on the left. The QLogic Global Training Portal offers online courses,
certification exams, and scheduling of in-person training.
Technical Certification courses include installation, maintenance and
troubleshooting QLogic SAN products. Upon demonstrating knowledge using live
equipment, QLogic awards a certificate identifying the student as a Certified
Professional. The training professionals at QLogic may be reached by e-mail at
training@qlogic.com.
,
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Contact Information
Please feel free to contact your QLogic approved reseller or QLogic Technical
Support at any phase of integration for assistance. QLogic Technical Support can
be reached by the following methods:
Webhttp://support.qlogic.com
Emailsupport@qlogic.com
The QLogic knowledge database contains troubleshooting information for the
QLogic adapters. Access the data base from the QLogic Support Web page,
http://support.qlogic.com
specific troubleshooting information.
. Use the Support Center search engine to look for
SN0054651-00 Fxv
Notes
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1SANsurfer FC HBA
Manager Overview
QLogic SANsurfer FC HBA Manager is a collection of device drivers and
GUI-based device management tools for configuring and managing QLogic Fibre
Channel (FC) and Fibre Channel over Ethernet (FCoE) adapters.
NOTE:
Throughout this guide, the term Windows refers to all supported versions of
the Microsoft Windows operating system, including Windows XP
Professional, Windows 2000, Windows Server 2003, Windows Vista, and
Windows Server 2008, unless otherwise specified.
Environments
SANsurfer FC HBA Manager is a client/server tool supported on multiple
operating systems.
SANsurfer FC HBA Manager allows control of heterogeneous environments
by supporting multiple operating systems, including:
Windows
Windows Vista
Red Hat
Server (SLES)
Solaris
Novell
Mac OS
VMware
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®
XP Professional, Windows 2000, Windows Server® 2003,
®
, Windows Server 2008
®
Linux® Advance Server, Novell SUSE® Linux Enterprise
®
SPARC®, Solaris x86
®
NetWare®
®
X
®
ESX
SANsurfer FC HBA Manager Overview
Features
NOTE:
For specific OS service packs (SP) and updates, refer to the
descriptions where this software version is posted on the QLogic
SANsurfer FC HBA Manager is a client/server tool. The networking
capability of the tool allows for centralized management and configuration of
QLogic Fibre Channel adapters and converged network adapters within the
entire SAN. For scripting capabilities, use the SANsurfer Command Line
Interface (CLI) tool.
Features
SANsurfer FC HBA Manager provides the following features:
Automatic update management. To easily keep SANsurfer FC HBA
Manager up-to-date at all times by monitoring the tool version number,
enable the Application Version Check feature on the Schedule Task dialog
box (see “Scheduling Tasks” in the help system). You can perform tool
updates (apply updates) from the Web, as well as from an external media
location (CD). Java™ Web Start is also available, which automatically
downloads, caches, and runs the given updates for the SANsurfer FC HBA
Manager tool.
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.
Adapter asset and inventory management. SANsurfer FC HBA Manager
allows you to connect to and disconnect from local and remote hosts. It also
provides information about connected hosts and their attached QLogic
adapters with connected storage devices. Also, the current SAN
configuration is rendered in an easy-to-view two-dimensional drawing for a
specific host.
SAN configuration management. SANsurfer FC HBA Manager allows you
to configure local and remote systems. With SANsurfer FC HBA Manager
you can:
Configure QLogic Fibre Channel adapters and converged network
adapters.
Configure FC target devices.
Compare hosts—This feature allows you to view the differences
between the current host and any saved host configuration, so you
know what has changed in the SAN.
Configure LUNs for a device (load balancing).
Configure LUN path failover.
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SANsurfer FC HBA Manager Overview
Features
Persistently bind targets—The adapter driver binds a target ID using a
target's world wide port name (WWPN) or port ID, enabling the target
ID to always connect to the WWPN or port ID across reboots
regardless of SAN reconfigurations
Update the adapter parameters, Flash, and adapter driver.
NOTE:
You can install the adapter driver before you install the adapter hardware.
Statistics. SANsurfer FC HBA Manager provides statistics for each
host and adapter port. These statistics can be collected automatically
or on request. You can reset statistics at any time. In addition, you can
export the statistics to a comma separated values (CSV) file, which
can be imported into other applications, for example, Microsoft®
Excel.
Adapter diagnostics. SANsurfer FC HBA Manager provides end-to-end
diagnostics that enable you to test the adapters and the devices to which
they are connected. SANsurfer FC HBA Manager diagnostics allow you to
do the following:
Test the link status of each adapter and its attached devices.
Perform a loopback test, which is external to the adapter, to evaluate
the ports (transmit and receive transceivers) on the adapter and the
error rate.
Perform a read/write buffer test, which tests the link between the
adapter and its attached devices.
Run diagnostics on small form factor pluggable (SFP) transceivers per
SFF-8472 Specification for Diagnostic Monitoring Interface for Optical
Xcvrs, Revision 9.3 August 1, 2002.
View transceiver details.
Application event and adapter event notifications. SANsurfer FC HBA
Manager provides asynchronous notification of various conditions and
problems through alarms and events. Alarm information includes severity,
time, host, adapter, application, and description. Event information includes
severity, time, and message. In addition, you can export the alarm and event
information to a CSV file, which can be imported into other applications,
such as Microsoft Excel. Alarm information can be sent automatically by
email to a distribution list.
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SANsurfer FC HBA Manager Overview
Advanced Features
Wizards. SANsurfer FC HBA Manager provides several easy-to-use
configuration wizards. Each wizard provides a set of dialog boxes that walk
you through the steps required to configure and update Fibre Channel
devices.
Advanced Features
SANsurfer FC HBA Manager adds the following advanced features to its toolset:
N_Port ID Virtualization (NPIV). NPIV (N_Port ID Virtualization) allows you
to make the most of your server and Fibre Channel fabric. For instance, you
can partition your server to support multiple operating systems at the same
time, maximizing server utilization. By creating virtual ports from a single
physical adapter port, you allow multiple initiators. SANsurfer FC HBA
Manager facilitates creating multiple virtual ports from a single physical
adapter port. It also lets you view virtual port statistics in real time.
NOTE:
NPIV is available for Windows operating systems and 4Gb and greater
adapters only.
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Quality of Service (QoS). QoS refers to Service Level Agreement (SLA) to
ensure business continuity when transmitting data over virtual ports by
setting priorities and allocating bandwidth. The SANsurfer FC HBA Manager
provides an easy-to-use interface that lets you assign QoS to virtual ports by
setting priorities or allocating bandwidth to them.
Setting the QoS by bandwidth lets you allocate up to 80% of the
number of gigabytes per second (Gbps) transmission speed of the
physical port's capacity to its defined virtual ports (NPIV). Using this
feature lets you guarantee a transmission rate for each port that
requires a particular bandwidth to run mission-critical applications for
business continuity using virtual ports. The setting for a given QoS can
resolve bottlenecks that exist when Virtual Machines contend for port
bandwidth.
Setting the QoS by priority lets you set the priority level for the physical
port, as well as its defined virtual ports. This enables to you give
preference to data transmissions for one virtual port over others by
giving it a higher priority than the others. You can set the priority level
on any port, regardless of the settings applied to other ports.
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2System Overview
SANsurfer FC HBA Manager is a collection of device drivers and management
tools for configuring and managing QLogic FC and FCoE adapters in a SAN.
This section provides the following information:
“Configurations” on page 2-1 shows examples of several different
configurations.
“Installation Checklist” on page 2-6 contains a checklist to help you properly
install all hardware and software in the correct order.
“Non-Windows Configuration Parameters” on page 2-12 lists configuration
and tuning parameters.
This information is intended for OEMs, field service personnel, and customers
who are installing QLogic hardware and the SANsurfer FC HBA Manager tool.
This section assumes that you are familiar with the hardware installation and
operating systems where you are installing the adapters.
Configurations
This section illustrates and describes the following system configurations:
“Single-Ported (Non-failover) Configuration” on page 2-2
“Simple Failover Configuration” on page 2-3
“SAN or Cluster Configuration” on page 2-4
“RAID Configuration and LUN Masking” on page 2-5
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System Overview
Host X
A
B
01234
56789
Target
Devices
Target
Devices
Adapter
Adapter
Configurations
Single-Ported (Non-failover) Configuration
Figure 2-1 shows a simple single-ported (non-failover) configuration consisting of
one host (X), two adapters (A and B), and ten target devices (0–9). This
configuration assumes that the host has access to all connected devices;
therefore, it requires an adapter operating system driver, but does not require the
rest of SANsurfer FC HBA Manager. Other SANsurfer FC HBA Manager
components help manage devices more easily.
This illustration simplifies hardware connections: target devices connect through a
local loop, FC hub, FC switch, or any combination of those. FC topology is useful
in troubleshooting situations; however, a basic configuration requires only this
simple diagram showing which hosts and adapters are connected to which target
devices. This is not a failover configuration; each target device is accessible
through only one adapter.
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A
Host X
A
B
01234
Target
Devices
P
P
P
P
P
A
A
A
P = Preferred path
A = Alternate path
Adapter
Adapter
Simple Failover Configuration
Figure 2-2 shows a simple failover configuration consisting of one host (X), two
adapters (A and B), three dual-ported devices (0–2), and two single-ported
devices (3 and 4).
System Overview
Configurations
Figure 2-2 Simple Failover Configuration
In this configuration, connections marked P are preferred paths to a device, and
connections marked A are alternate paths. Alternate paths to devices are typically
hidden from the operating system and file system layers to keep them from being
interpreted as two distinct devices.
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System Overview
Host X
A
B
01234
Target
Devices
Host Y
Adapter
Adapter
Configurations
SAN or Cluster Configuration
Figure 2-3 shows a simple storage area network (SAN) configuration consisting of
two hosts (X and Y). Each host has an adapter that connects to a common set of
five target devices (0–4).
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Figure 2-3 SAN or Cluster Configuration
If Figure 2-3 represents a SAN of unrelated hosts, then each host is configured to
recognize a different set of devices. This configuration can be made at the target
device level (called target masking) where host X is configured to see devices 0–1
and mask devices 2–4, and host Y is configured to see devices 2–4 and mask
devices 0–1. Alternatively, this configuration can be made at the logical unit
number (LUN) level (called LUN masking), where hosts X and Y recognize the
devices but each has a different set of LUNs masked on the device.
If Figure 2-3 represents a cluster of two hosts, then the hardware setup is the
same; however, for the software configuration, each host is configured to
recognize the same set of devices. Cluster software must determine (arbitrate)
which host accesses which devices at any time. For example, both hosts can be
configured to recognize all targets, but cluster software determines that host X is
the preferred host and owns the devices (unless cluster software determines that
host X is down and host Y takes over).
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A
Host X
A
B
Host Y
LUNs 0–3
LUNs 4–7
A
B
Left
Right
RAID
System
LUNs 0–7
Fabric
Controllers
Adapters
Adapters
RAID Configuration and LUN Masking
Figure 2-4 illustrates the interaction of an adapter alternate with a LUN alternate in
a RAID subsystem. Two hosts (X and Y) connect to a fabric, which is simplified for
this diagram. Also on the fabric is a RAID subsystem with dual controllers (left and
right) containing eight LUNs.
System Overview
Configurations
Figure 2-4 RAID Configuration and LUN Masking
Figure 2-4 is a generic example of a RAID configuration. Many, but not all, RAID
systems operate in this manner. The following paragraphs describe this
configuration:
All hosts and storage devices are connected to a common fabric. Details of
fabric configuration are not important, except to note that all hosts and
adapters can connect to all storage devices. Depending on the fabric, some
devices may appear on the local loop and as fabric devices.
Hosts X and Y must be configured to recognize different target devices or
else risk overwriting each other's data. SANsurfer FC HBA Manager must be
run on each host to configure devices as enabled (with a preferred and
alternate path assigned to each device) or disabled.
If hosts X and Y are cooperating in a cluster, they can be configured so that
both recognize a specific device. In this case, clustering software and the
clustered application must determine which host is permitted to write to the
device.
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System Overview
Installation Checklist
Host Z (not shown) can be added to this configuration. SANsurfer FC HBA
The RAID system offers eight LUNs, numbered 0–7. The RAID system
Both hosts X and Y can recognize both targets on both adapters. In
On host X, the LUN mask for both controllers is set to enable LUNs 0–3 and
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Manager supports up to 30 hosts. The only limiting factor is that the
SANsurfer FC HBA Manager Agent must be run on each host in turn.
typically has its left and right controllers operating in an active/active
manner, with half the LUNs available on each controller.
SANsurfer FC HBA Manager, each target device is configured with one
adapter as its preferred path and (optionally) one adapter as its alternate
path. Ensure that both controllers are configured as enabled and not
masked on a target level.
disable all other LUNs. This LUN mask must be consistent for both the left
and right controllers so that LUN alternates in the RAID system function
correctly. On host Y, the LUN mask for both controllers is set to enable
LUNs 4–7 and disable all other LUNs.
The two alternate systems function independently, based on the
configuration, operation of the RAID subsystem’s LUN alternate, and type of
failure that occurs. If access to a target controller is lost, RAID subsystem
LUN failover handles the recovery. If access to a target controller is available
on an alternate path, adapter failover handles the recovery.
Installation Checklist
Depending on the features you require, this section describes the installation
process step-by-step. Note that your configuration may not require all steps.
Step 1: Collect the Hardware and Software
Step 2: Install the Hardware
Step 3: Install the Enhanced Driver
Step 4: Install any RAID Filter Drivers
Step 5: Install and Run SANsurfer FC HBA Manager
Step 6: Configure the Disks in the Operating System
Step 7: Install the IP Communications Driver
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Step 1: Collect the Hardware and Software
Collect the required hardware and software as listed in these sections.
Required Hardware. Collect the required hardware (see also “Hardware
Requirements” on page 3-1). In all cases, some combination of the following is
required:
QLogic Fibre Channel adapters and converged network adpters.
Target devices such as disks and RAID subsystems. Tape devices appear
as part of the configuration, but SANsurfer only supports LUN masking and
diagnostics on them.
Connectivity hardware such as cables, hubs, and fabric switches.
Required Software. Collect the required software (see also “Software
Requirements” on page 3-2). Table 2-1 lists QLogic software products required for
the features you want to enable.
Table 2-1. Available Driver Features by Operating System
Table 2-1. Available Driver Features by Operating System (Continued)
Function
WindowsLinuxSolarisMacVMware
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Windows,
Linux,
Solaris,
NetWare,
Mac, VMware
SANsurfer
FC HBA
Manager
Miniport
Device replacement (without
rebooting)
Secure device
access
Heterogeneous
support (manages multiple
host types: Windows, Linux,
Solaris, Mac)
IP supportXX
Device SAN
management
XXXXX
Storport
XX
Enhanced Driver
Inbox Driver
Enhanced Driver
NOTE:
The SANsurfer FC HBA Manager has the following features disabled:
Load balancing
Failover watcher (current path)
Inbox Driver
Enhanced Driver
Enhanced Driver
X
X
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Step 2: Install the Hardware
Refer to hardware installation guides to install adapters in host systems (see
“Related Documents” on page 1-4). Cable target devices through the combination
of local loops, hubs, and switches in your configuration.
Verification: On Windows/Linux (IA32, x64) systems, before installing the device
driver, verify the presence of adapters at power-up using the QLogic Fast!UTIL FC
adapter BIOS utility. To access Fast!UTIL, press ALT+Q or CTRL+Q during
power-up. Fast!UTIL allows you to perform basic adapter configuration. Fast!UTIL
can verify device connectivity for loop and hub topologies, but does not find
devices on fabric configurations.
Verification: On Windows/Linux IA64 systems, before installing the device driver,
verify the presence of adapters at power-up using EFI-UTIL.
Verification: On Solaris SPARC/Linux PPC-64 systems, before installing the
device driver, verify the presence of adapters at power-up using FCode utility.
Step 3: Install the Enhanced Driver
System Overview
Installation Checklist
Refer to the appropriate software installation guide (see “Related Documents” on
page 1-4) and readme.txt file to install an enhanced device driver on host
systems.
NOTE:
Some operating systems, such as Windows, come from the operating
system manufacturer with a QLogic miniport device driver. This device
driver is a standard driver and does not contain the extended features
required to run with the SANsurfer FC HBA Manager. You must install
the most current device driver to support features such as LUN masking
and failover. To download the most current device driver versions, go to
the QLogic Support Center Web page, support.qlogic.com
Macintosh systems do not use failover.
CAUTION!
At this stage, a dual-port device may appear under the operating system as
two distinct devices. This situation is normal; you can resolve this later by
configuring one path to the device as an alternate path. If one device is
configured as two devices, do not write data to this device because it can
confuse the file system.
.
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System Overview
Installation Checklist
Verification: Verify that adapters recognize target devices by using operating
system device configuration utilities, or use the SANsurfer FC HBA Manager to
display target devices found on an adapter.
To mask devices or LUNs—or if devices appear twice because you plan to
configure them later as preferred and alternate paths—do not format devices,
assign drive letters, or save this disk configuration.
In Windows, use the computer management utility to view which target
In NetWare, use the Scan all LUNs and List Storage Adapters
In Linux, open /var/log/messages to view which target devices are
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devices are configured on which adapters, and to view and format devices
and LUNs that are found.
commands to view which target devices are configured on which adapters.
You can use the nwconfig or hdetect utility to view the devices and LUNs
found.
configured on which adapters. Entries are also created for each adapter
recognized by the driver. Each entry contains information about target
devices and LUNs that are found.
In Solaris, open /var/adm/messages to view which target devices are
configured on which adapters.
Step 4: Install any RAID Filter Drivers
Some RAID subsystems (including some CLARiiON®, EMC®, and LSI
subsystems) provide redundancy by using the subsystem to provide the same
LUNs through two separate controllers in the subsystem. These controllers
appear as unrelated target devices to adapters and miniport drivers. They are tied
together in the driver stack through a filter driver that understands the relationship
between these target devices and can move LUNs back and forth between
controllers.
To install and verify RAID filter drivers, see your RAID subsystem installation
documentation or associated software documentation.
If you do not have any such drivers to install, skip to Step 5: Install and Run
SANsurfer FC HBA Manager.
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