Q-Logic SN0054651-00 F User Manual

SANsurfer FC HBA Manager
User’s Guide
Management Tool for
QLogic FC and FCoE Adapters
SN0054651-00 F
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 responsibility for its use, nor for any infringements of patents or other rights of third parties which may result from its use. QLogic Corporation reserves the right to change product specifications at any time without notice. Applications described in this document for any of these products are for illustrative purposes only. QLogic Corporation makes no representation nor warranty that such applications are suitable for the specified use without further testing or modification. QLogic Corporation assumes no responsibility for any errors that may appear in this document.
Apple, Mac OS, Macintosh, and Power Mac are registered trademarks, and Finder, Tiger, Leopard, and Safari are trademarks of Apple, Inc., registered in the U.S. and other countries.
EMC and CLARiiON are registered trademarks of EMC Corporation. Firefox is a registered trademark of the Mozilla Foundation. InstallAnywhere and the InstallAnywhere logo are trademarks or registered trademarks of Zero G Software, Inc. Intel and Pentium are trademarks of Intel Corporation in the U.S. and other countries. JasperReports is a trademark of JasperSoft, Inc. in the United States and other countries. Linux is a registered trademark of Linus Torvalds. Microsoft, Excel, Internet Explorer, Windows, Windows 2000, Windows Server 2003, Windows XP Professional,
Windows Vista, and Windows Server 2008 operating systems are registered trademarks of Microsoft Corporation in the United States and other countries.
Netscape and Netscape Communicator are registered trademarks of Netscape Communications Corporation in the United States and other countries.
Novell, NetWare, and SUSE are registered trademarks of Novell, Inc. Power PC is a registered trademark of International Business Machines Corporation in the United States, other
countries, or both. QLogic, the QLogic logo, QLA, and SANsurfer are registered trademarks of QLogic Corporation. Red Hat and Enterprise Linux are registered trademarks of Red Hat, Inc. in the United States and other
countries. Sun, Solaris, Java, JVM, JavaScript, JDK (Java SE Development Kit), and Ultra are trademarks of Sun
Microsystems, Inc., in the United States and other countries. SPARC is a registered trademark of SPARC International, Inc. Products bearing SPARC trademarks are based
on an architecture developed by Sun Microsystems, Inc. StuffIt is a registered trademark of Smith Micro Software, Inc. VMware is a registered trademark of VMware, Inc. All other brand and product names are trademarks or registered trademarks of their respective owners.
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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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Changes Sections 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.”
Modified diagnostics introductory text. 6 Performing Diagnostics
1 SANsurfer FC HBA Manager Overview, “Fea- tures” on page 1-2
1 Introduction, “Related Documents” on page 1-4, “Hardware Requirements” on page 3-1, “Sup- ported QLogic Adapters” on page 3-4
surfer” on page 4-26
“Installation Instructions” on page 4-3
“Toolbar Buttons” on page 5-7
“Specifying the Adapter Driver Settings” on page 5-29
Changed ported 2000 series QLogic HBAs.
Added definitions of CNA, Enhanced Ethernet, and FCoE.
Revision C changes:
Added note on downloading service packs from the website.
Added descriptions of advanced features. “Advanced Features” on page 1-4
Updated “Available Driver Features by Operating System.”
Moved wrongly placed NOTE from NetWare to Linux topic.
SN0054651-00 F iii
23xx/24xx to 2xxx to indicate all sup-
“Finding the Adapter Port You Want to Test” on page 6-2
Glossary
page 1-2
Ta bl e 2 -1
page 2-12
SANsurfer FC HBA Manager User’s Guide Management Tool for QLogic FC and FCoE Adapters
Removed all references to QLdirect. page 2-8, page 7-8
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Changed required processor speed from 450 Mhz to 1Ghz or higher.
Updated the browser requirements for viewing the help system.
Corrected Mac OS software requirements. page 3-3
Added QLE2564 to list of supported HBAs. “Supported QLogic Adapters” on page 3-4
Removed instructions to install the application from CD-ROM since the CD no longer includes the installation package.
Added VMware ESX Server Silent Installation Pro­cedures.
Updated the procedures for using application help. “Viewing the Help System” on page 5-13
Corrected NOTE to show that the loopback is dis­abled on all Linux inbox drivers.
Removed the “Reports” chapter, which is covered in the application help.
Added keyboard shortcut to launch the Agent (qlremote) Update Wizard.
“Hardware Requirements” on page 3-1
“Software Requirements” on page 3-2
“Installation Instructions” on page 4-3
“Installation Instructions for VMware ESX 3.5” on page 4-19
“Preparing for Diagnostic Testing” on page 6-2
page B-2
Edited multiple definitions for consistency and added the following new definitions: DCBX, Echo diagnostic test, LIP, NPIV, QoS, and T11.
Revision D changes:
Updated Linux and Solaris steps for downloading an installation package.
Added parenthetical statement to second bulleted item that notes the feature limitation.
Revision E changes:
Applied new page template and formats. entire manual
Revision F changes:
Updated text and screens to show updated naming conventions and QLogic logo.
Glossary
page 4-5
page 6-1
entire manual
iv SN0054651-00 F

Table of Contents

Preface
What’s in this Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xi
Intended Audience . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xii
Related Materials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xii
Documentation Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiii
License Agreements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiv
Technical Support. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiv
Availability . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiv
Training . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiv
Contact Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xv
1 SANsurfer FC HBA Manager Overview
Environments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1
Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2
Advanced Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-4
2 System Overview
Configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1
Single-Ported (Non-failover) Configuration . . . . . . . . . . . . . . . . . . . . . 2-2
Simple Failover Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3
SAN or Cluster Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4
RAID Configuration and LUN Masking . . . . . . . . . . . . . . . . . . . . . . . . 2-5
Installation Checklist. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-6
Step 1: Collect the Hardware and Software. . . . . . . . . . . . . . . . . . . . . 2-7
Step 2: Install the Hardware . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-9
Step 3: Install the Enhanced Driver . . . . . . . . . . . . . . . . . . . . . . . . . . 2-9
Step 4: Install any RAID Filter Drivers . . . . . . . . . . . . . . . . . . . . . . . . 2-10
Step 5: Install and Run SANsurfer FC HBA Manager . . . . . . . . . . . . 2-11
Step 6: Configure the Disks in the Operating System . . . . . . . . . . . . 2-12
Step 7: Install the IP Communications Driver . . . . . . . . . . . . . . . . . . . 2-12
Non-Windows Configuration Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-12
Linux Enhanced Driver Parameters. . . . . . . . . . . . . . . . . . . . . . . . . . . 2-12
Macintosh Basic Parameters. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-12
NetWare Enhanced Driver Configuration Parameters. . . . . . . . . . . . . 2-13
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3 System Requirements
Hardware Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1
Software Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2
Supported QLogic Adapters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4
4 Installing SANsurfer FC HBA Manager
Initial Installation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1
Installation Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2
Installation Instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-3
Installation Instructions Using CLI . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-17
Windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-18
Linux . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-18
Solaris. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-18
Installation Instructions for VMware ESX 3.5 . . . . . . . . . . . . . . . . . . . 4-19
Web- and CD-Based Installation Updates . . . . . . . . . . . . . . . . . . . . . . . . . . 4-20
Updating SANsurfer by Web Update. . . . . . . . . . . . . . . . . . . . . . . . . . 4-20
Network Does Not Use Proxy Settings. . . . . . . . . . . . . . . . . . . . 4-21
Network Requires Proxy Settings. . . . . . . . . . . . . . . . . . . . . . . . 4-21
Updating SANsurfer by Package Update . . . . . . . . . . . . . . . . . . . . . . 4-23
Uninstalling SANsurfer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-26
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5 Getting Started
Starting SANsurfer FC HBA Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1
Starting SANsurfer FC HBA Manager on Windows. . . . . . . . . . . . . . . 5-2
Starting SANsurfer FC HBA Manager on Linux or Solaris. . . . . . . . . . 5-3
Starting SANsurfer FC HBA Manager on Macintosh . . . . . . . . . . . . . . 5-3
Connecting to Hosts Automatically (Windows CLI) . . . . . . . . . . . . . . . 5-3
Connecting to Hosts Automatically (Linux, Solaris, or Macintosh CLI) 5-4
SANsurfer FC HBA Manager Main Window. . . . . . . . . . . . . . . . . . . . . . . . . 5-5
Toolbar Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-7
Host Icons and Text. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-9
Adapter Icons and Text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-9
Adapter Port Icons and Text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-10
Device Icons and Text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-11
LUN Icons and Text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-12
Exiting SANsurfer FC HBA Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-12
Getting Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-12
Viewing the Help System. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-13
Specifying the Help Browser . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-14
Viewing SANsurfer FC HBA Manager Tool Information . . . . . . . . . . . 5-15
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Setting SANsurfer FC HBA Manager Security . . . . . . . . . . . . . . . . . . . . . . . 5-16
Setting the Warning Display Option . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-18
Setting the Configuration Change Option. . . . . . . . . . . . . . . . . . . . . . . . . . . 5-19
Setting Application Event Log Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-20
Setting the HBA Event Log Option. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-21
Setting Up Automatic Notification by E-mail. . . . . . . . . . . . . . . . . . . . . . . . . 5-23
Setting the Configuration Policies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-24
Forbidden Sharing of Devices or LUNs. . . . . . . . . . . . . . . . . . . . . . . . 5-28
Specifying the Adapter Driver Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-29
Refreshing the Host Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-32
6 Performing Diagnostics
Running Loopback and Read/Write Buffer Diagnostic Tests . . . . . . . . . . . . 6-1
Preparing for Diagnostic Testing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-2
Finding the Adapter Port You Want to Test. . . . . . . . . . . . . . . . . 6-2
Preparing for the Loopback Test. . . . . . . . . . . . . . . . . . . . . . . . . 6-3
Preparing for the Read/Write Buffer Test . . . . . . . . . . . . . . . . . . 6-5
Running the Loopback Test. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-6
Running the Read/Write Buffer Test . . . . . . . . . . . . . . . . . . . . . . . . . . 6-6
Viewing Adapter Port Transceiver Details . . . . . . . . . . . . . . . . . . . . . . . . . . 6-7
General Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-8
Media Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-8
Diagnostic Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-9
Details Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-10
SANsurfer FC HBA Manager User’s Guide
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7 Troubleshooting
Troubleshooting Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1
Windows Event Log. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1
Linux Messages File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-2
Solaris Messages File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-3
SANsurfer FC HBA Manager. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-3
Troubleshooting Problems and Solutions. . . . . . . . . . . . . . . . . . . . . . . . . . . 7-3
Installation Issues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-4
User Interface and Remote Agent Issues . . . . . . . . . . . . . . . . . . . . . . 7-5
Functional Issues. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-8
Verifying that the Adapter Driver is Installed . . . . . . . . . . . . . . . . . . . . . . . . 7-10
Verifying that qlremote is Installed and Running . . . . . . . . . . . . . . . . . . . . . 7-12
Tracing SANsurfer FC HBA Manager and Agent Activity (Debug). . . . . . . . 7-14
Tracing SANsurfer FC HBA Manager User Interface Activity . . . . . . . 7-14
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Exporting or Saving Agent Activity Logs . . . . . . . . . . . . . . . . . . . . . . . 7-19
Agent Logs by Operating System. . . . . . . . . . . . . . . . . . . . . . . . 7-19
Exporting or Saving the Agent Logs . . . . . . . . . . . . . . . . . . . . . . 7-19
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A Frequently Asked Questions
B Shortcut Keys
Glossary
Index
List of Figures
Figure Page
2-1 Single-Ported (Non-failover) Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2
2-2 Simple Failover Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3
2-3 SAN or Cluster Configuration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4
2-4 RAID Configuration and LUN Masking. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-5
4-1 SANsurfer Download Selections (Example). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-4
4-2 Install SANsurfer: Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-5
4-3 Install SANsurfer: Important Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-6
4-4 Install SANsurfer: Choose Product Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-7
4-5 Macintosh Installation: Choose Product Features . . . . . . . . . . . . . . . . . . . . . . . . . . 4-9
4-6 Install SANsurfer: Choose Install Folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-9
4-7 Previous SANsurfer Install Detected Message . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-10
4-8 Install SANsurfer: Select Shortcut Profile (Windows Only) . . . . . . . . . . . . . . . . . . . 4-11
4-9 Install SANsurfer: Create Desktop Icon Selection (Windows Only) . . . . . . . . . . . . . 4-12
4-10 Install SANsurfer: Pre-Installation Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-13
4-11 Install SANsurfer: Installing SANsurfer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-14
4-12 Install SANsurfer: Novell NetWare Disk Selection . . . . . . . . . . . . . . . . . . . . . . . . . . 4-14
4-13 Install SANsurfer: Default QLogic Failover Enable/Disable . . . . . . . . . . . . . . . . . . . 4-15
4-14 Install SANsurfer: Launch SANsurfer Application . . . . . . . . . . . . . . . . . . . . . . . . . . 4-16
4-15 Install SANsurfer: Install Complete . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-17
4-16 Update SANsurfer: Select Update Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-20
4-17 Update SANsurfer: Server Proxy Settings Dialog Box. . . . . . . . . . . . . . . . . . . . . . . 4-21
4-18 Update SANsurfer: Update Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-22
4-19 Update SANsurfer: Select Update Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-23
4-20 Update SANsurfer: Open Dialog Box. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-24
4-21 Update SANsurfer: Update Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-25
4-22 Uninstall SANsurfer: Add/Remove Programs (Windows 2000) . . . . . . . . . . . . . . . . 4-27
4-23 Uninstall SANsurfer: Uninstall SANsurfer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-28
4-24 Uninstall SANsurfer: Uninstall Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-29
4-25 Uninstall SANsurfer: Choose Product Features. . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-30
4-26 Uninstall SANsurfer: Uninstall SANsurfer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-31
4-27 Uninstall SANsurfer: Uninstall Complete . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-32
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5-1 SANsurfer Icon. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2
5-2 SANsurfer FC HBA Manager Main Window. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-7
5-3 Browser Location Dialog Box. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-14
5-4 About SANsurfer FC HBA Manager Window. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-15
5-5 Security Page. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-17
5-6 Options Dialog Box: Warning Displays . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-18
5-7 Options Dialog Box: Configuration Change . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-19
5-8 Options Dialog Box: App Event Log. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-21
5-9 Options Dialog Box: HBA Event Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-22
5-10 Email Settings Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-23
5-11 Policy Settings Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-25
5-12 Shared Device Found Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-28
5-13 Shared Components Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-29
5-14 Settings Page (Adapter Driver) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-30
5-15 Settings Page (Linux Failover Driver Only) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-31
6-1 Transceiver Details Page: General Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-8
6-2 Transceiver Details Page: Details Page. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-10
7-1 Windows: Services. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-12
7-2 Local.properties File. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-15
7-3 Agent.properties File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-15
7-4 SANsurfer.lax File Example . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-17
7-5 “Command Prompt” Properties Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-18
Management Tool for QLogic FC and FCoE Adapters
List of Tables
Table Page
2-1 Available Driver Features by Operating System . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-7
4-1 Configuration Option Installation Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2
5-1 Traffic Signals. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-6
5-2 Toolbar Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-7
6-1 Driver Versions That Do Not Require a Loopback Connector . . . . . . . . . . . . . . . . . 6-4
7-1 Troubleshooting: Installation Issues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-4
7-2 Troubleshooting: User Interface and Remote Agent Issues. . . . . . . . . . . . . . . . . . . 7-5
7-3 Troubleshooting: Functional Issues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-8
A-1 Frequently Asked Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-1
B-1 Shortcut Keys. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-1
SN0054651-00 F ix
SANsurfer FC HBA Manager User’s Guide Management Tool for QLogic FC and FCoE Adapters
Notes
S
x SN0054651-00 F

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.
SN0054651-00 F xi
S
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
QLE8042, QLE8042-SR Converged Network Adapter Installation Quick
Start Guide, part number
FC0054505-00
FE0154501-00
xii SN0054651-00 F
A

Documentation Conventions

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.
SN0054651-00 F xiii
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

S
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.
,
xiv SN0054651-00 F
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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:
Web http://support.qlogic.com
Email support@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 F xv
Notes
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xvi SN0054651-00 F
1 SANsurfer 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
SN0054651-00 F 1-1
®
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
website http://support.qlogic.com/support/drivers_software.aspx
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.
S
.
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.
S
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.
1-4 SN0054651-00 F

2 System 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
SN0054651-00 F 2-1
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.
S
Figure 2-1 Single-Ported (Non-failover) Configuration
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.
2-2 SN0054651-00 F
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.
SN0054651-00 F 2-3
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).
S
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).
2-4 SN0054651-00 F
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.
SN0054651-00 F 2-5
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
S
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
System Overview
Installation Checklist
Windows,
Windows Linux Solaris Mac VMware
Function
Miniport
Basic operation X X X X X X X X
Fabric support X X X X X X X X
Optimized oper­ation (QLdirect-type filter driver)
Alternate path X X X X X
Device selection and masking
X X X X
X X X X X X X X
Storport
Enhanced Driver
Inbox Driver
Enhanced Driver
Inbox Driver
Enhanced Driver
Enhanced Driver
Linux,
Solaris,
NetWare,
Mac, VMware
SANsurfer
FC HBA
Manager
Static load balancing
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XXX XX
System Overview Installation Checklist
Table 2-1. Available Driver Features by Operating System (Continued)
Function
Windows Linux Solaris Mac VMware
S
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 support X X
Device SAN management
X X X X X
Storport
X X
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
S
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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Installation Checklist

Step 5: Install and Run SANsurfer FC HBA Manager

SANsurfer FC HBA Manager is a management tool used to view, manage, and diagnose QLogic adapters. SANsurfer FC HBA Manager also configures adapters, target devices on the adapters, and LUNs on target devices. To use target masking, LUN masking, or device hot replacement features of SANsurfer FC HBA Manager, you must install SANsurfer FC HBA Manager. See “Installing
SANsurfer FC HBA Manager” on page 4-1 for complete installation instructions.
NOTE:
Macintosh systems do not use failover.
If you are installing SANsurfer FC HBA Manager on a NetWare 6.x operating system, you must also install IPX/SPX on the server.
SANsurfer FC HBA Manager runs as a client/server tool, with the client running on a hardware platform that supports Java and agents running on each system that has QLogic adapters. If you are using SANsurfer FC HBA Manager on a host system where adapters are installed, install the SANsurfer FC HBA Manager (user interface) on the local host. If you are installing on a Red Hat/SUSE Linux (IA64) or Solaris SPARC/x86 system, also install the SANsurfer FC HBA Manager agent on the local host.
System Overview
NOTE:
SANsurfer FC HBA Manager uses remote procedure calls (RPCs) as follows:
For Windows, SANsurfer FC HBA Manager automatically installs the
required RPC service (ONC/RPC portmapper).
For Linux, the Linux distribution must install the appropriate RPC
libraries. See the Linux distribution documentation for information about installing RPC services before installing SANsurfer FC HBA Manager.
For NetWare, RPC support requires loading tirpc.nlm and associated
files. The SANsurfer FC HBA Manager installation adds these files automatically to the autoexec.ncf file.
Verification: When using SANsurfer FC HBA Manager to configure any alternate paths to devices, it treats these paths as unconfigured paths until it installs the Failover driver.
SN0054651-00 F 2-11
System Overview Non-Windows Configuration Parameters

Step 6: Configure the Disks in the Operating System

After completing all hardware and configuration for FC subsystems, use the appropriate operating system utilities to enable devices, assign drive letters or logical names, and initialize file systems for each device or LUN on the system.

Step 7: Install the IP Communications Driver

As an option, you can install the IP communications driver. To use the NDIS driver to enable IP traffic over FC, install that device driver and its configuration utility.

Non-Windows Configuration Parameters

This section lists specific configuration parameters for Linux, Macintosh, and NetWare.

Linux Enhanced Driver Parameters

NOTE:
If you are using the IOCTL module with the inbox driver or if you are using sysfs/IOCTL module-based drivers in Red Hat 4.0, persistent configuration is not saved. Additionally, persistent configuration is not saved if you are using inbox drivers with SLES 10.0.
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QLogic configuration parameters are stored in the modules.conf file in the /etc subdirectory. For parameter values, see the readme.txt file for the
enhanced driver.
To maintain backward compatibility, if it cannot read the configuration from persistent storage, the enhanced driver defaults to the previous operation of configuring and enabling all devices found. Some OEMs indicate that this is an unacceptable risk when adding a new host to a SAN system; they would rather configure no devices instead of all devices. The parameter value is ConfigRequired=1 (TRUE) in Linux.

Macintosh Basic Parameters

QLogic configuration parameters are stored in two files:
/etc/QLogicHBA23xx.conf
/System/Library/Extensions/QLogicHBA23xxConfig.kext/Contents/ QLogicHBA23xxConfig
This is a config module binary.
The qla_opts utility in the source code of Failover API can read the config file and write to the config module.
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Non-Windows Configuration Parameters

NetWare Enhanced Driver Configuration Parameters

NetWare stores QLogic configuration parameters in the QL2x00.cfg file in the default DOS directory, C:\Nwserver. The NetWare agent creates and saves parameter values in the file; this file is not intended for modification nor editing.
System Overview
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System Overview Non-Windows Configuration Parameters
Notes
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2-14 SN0054651-00 F

3 System Requirements

For optimum performance, the SANsurfer FC HBA Manager requires the hardware and software listed in this section:
“Hardware Requirements” on page 3-1 “Software Requirements” on page 3-2 “Supported QLogic Adapters” on page 3-4

Hardware Requirements

The minimum hardware requirements are as follows:
QLogic QLx2xxx PCI to Fibre Channel adapters or QLE8042 converged
network adapters (see “Supported QLogic Adapters” on page 3-4).
Single-processor or multiprocessor server or workstation:
®
Pentium
Windows 2000, Windows Server 2003, Windows Vista, Windows
Server 2008, Red Hat/SUSE Linux, Solaris x86, or NetWare.
III with 1GHz or greater for Windows XP Professional,
Sun™ Ultra™ 60 for Solaris SPARC.
Power Mac
with Intel processor 2.0 GHz or greater with 1 GB of memory.
FC devices, such as disks and RAID subsystems. SANsurfer FC HBA
Manager supports most FC devices. For a complete list of devices that support failover, see the QLogic SAN Interoperability Guide, which can be downloaded from the QLogic Web site (you will be asked to provide your e-mail address):
http://connect.qlogic.com/interopguide/Interoperability.asp
NOTE:
Tape devices are displayed as part of the configuration, but are not
fully supported by SANsurfer (only LUN masking).
256 MB of physical RAM is required to run the SANsurfer FC HBA Manager;
512 MB is recommended. Running with less memory can cause disk swapping, which severely affects performance.
SN0054651-00 F 3-1
®
G5 1.8 MHz or greater with 512 MB of memory, or Mac
System Requirements Software Requirements
Video card capable of 256 colors and a screen resolution of 800x600 pixels
are required; 16K colors and 1024x768 pixels are recommended.
About 150 MB of disk space.

Software Requirements

The minimum software requirements are as follows:
Common desktop environment (CDE) to run the SANsurfer FC HBA
Manager user interface.
QLogic QLA2xxx drivers, as appropriate:
Windows XP Professional Windows 2000 Windows Server 2003 Windows Vista Windows Server 2008 NetWare Linux Solaris Mac OS X
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TCP/IP protocol for Windows 2000/Windows Server 2003 remote
management.
TCP/IP protocol for NetWare remote management.
Java SE Development Kit (JDK™) 1.5.0 on all platforms, except Linux
PPC-64, Linux IA64, and Solaris SPARC.
Administrative privileges to perform management functions.
To view the help system, use the most current released version of one of the
following Web browsers: Internet Explorer Mozilla
One of the following operating systems:
Windows:
®
Firefox®.
Windows 2000, 32-bit, Intel x86 Intel 64, AMD64
Windows Server 2003, 32-bit Intel x86, Intel 64, AMD64
Windows Server 2008, 32-bit Intel x86, Intel 64, AMD64
Windows XP Professional, 32-bit Intel x86, Intel 64, AMD64
Windows XP Professional, x64-bit Intel 64, AMD64
Windows Vista, 32-bit Intel x86
Windows Vista x64
®
, Netscape® Communicator, or
Solaris:
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System Requirements
Software Requirements
Solaris 9, 10 x86 32-bit, 64-bit Intel x86, Intel 64, AMD64
Solaris 2.6, 7, 8, 9, and 10 SPARC 32-bit, 64-bit SPARC
NetWare:
Netware 6.5 32-bit Intel x86, Intel 64, AMD64
Apple Macintosh:
Mac OS X (Tiger/Leopard), 32-bit, 64-bit PowerPC/Intel
Linux:
Red Hat RHEL AS/ES 5.0 32-bit, 64-bit Intel IA64, Intel 64,
AMD64
Red Hat RHEL AS/ES 4.5 32-bit, 64-bit Intel IA64, Intel 64,
AMD64
Red Hat RHEL AS/ES 4.0 32-bit, 64-bit Intel IA64, Intel 64,
AMD64
Red Hat RHEL AS/ES 3.0 32-bit, 64-bit Intel x86, Intel 64,
AMD64
Novell SLES 10 32-bit, 64-bit Intel IA64, Intel 64, AMD64
Novell SLES 9 32-bit, 64-bit Intel IA64, Intel 64, AMD64
Novell SLES 8 32-bit, 64-bit Intel x86, AMD64
VMware ESX:
ESX 3.5 32-bit, Intel 64, AMD64
NOTE:
For specific OS service packs (SPs) and updates, refer to the
descriptions where this tool version is posted on the QLogic Web site:
http://support.qlogic.com/support/drivers_software.aspx
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System Requirements Supported QLogic Adapters

Supported QLogic Adapters

The following supported QLogic adapters are collectively referred to as the QLA2xxx adapters throughout this guide (unless otherwise noted).
QEM2462 QLA2344 QLE2362 QLE2562
QLA200 QLA2344-P QLE2440 QLE2564
QLA210 QLA2440 QLE2460 QLE8042
QLA2310 QLA2460 QLE2462 QSB2340
QLA2310F QLA2462 QLE2464 QLE2562
QLA2340 QLE220 QLE2540
QLA2342 QLE2360 QLE2560
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3-4 SN0054651-00 F
4 Installing SANsurfer FC
HBA Manager
Installing SANsurfer FC HBA Manager consists of installing the SANsurfer FC HBA Manager user interface, a platform-specific agent, and help components, as appropriate.
NOTE:
Before installing SANsurfer FC HBA Manager, read and follow the instructions in the documents listed in “Related Documents” on page 1-4, as applicable.
This section provides the following information:
“Initial Installation” on page 4-1  “Web- and CD-Based Installation Updates” on page 4-20  “Uninstalling SANsurfer” on page 4-26

Initial Installation

You can install the SANsurfer tool (which includes SANsurfer FC HBA Manager) using the management tools from the QLogic Web site.
Be sure to install the same version of the SANsurfer tool on all systems in
the network.
(Optional) If you have a previous version of SANsurfer FC HBA Manager,
uninstall these tools before installing SANsurfer FC HBA Manager.
On a JS20 or JS21 blade that has a previous version of SANsurfer FC HBA Manager installed, ensure that the previous version of SANsurfer has been completely uninstalled before installing this new version. If you attempt to re-install this update prior to uninstalling a previous version, the system prompts you to remove the current tool. If the display has been exported using the DISPLAY= method, a hidden window with no focus appears behind the main installation window. The installer appears to hang; however, it is waiting for an action to be taken on the hidden window.
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Installing SANsurfer FC HBA Manager Initial Installation

Installation Options

SANsurfer FC HBA Manager supports both stand-alone and networked configurations, as shown in Tab le 4 -1 . Install the management tools appropriate for your configuration.
Table 4-1. Configuration Option Installation Requirements
Configuration Management Tool Requirements
Stand-alone System:
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This Windows XP Professional/Windows 2000/Windows Server 2003/Windows Vista/Win­dows Server 2008 (IA32, IA64 or x64) or Red Hat/SUSE Linux (IA32) system locally monitors QLA2xxx adapters.
This Red Hat/SUSE Linux (IA64, x64) or Solaris SPARC/x86 or Macintosh system locally monitors QLA2xxx adapters.
Networked System:
This system locally monitors QLA2xxx adapters and remote systems on the same network.
This system monitors QLA2xxx adapters only on remote systems on the same network.
SANsurfer FC HBA Manager user interface
SANsurfer FC HBA Manager user interface, plus one of the following:
SANsurfer FC Linux Agent
SANsurfer FC Solaris Agent
SANsurfer Mac OS X FC Agent
SANsurfer FC HBA Manager user interface, plus one of the following:
SANsurfer FC Windows Agent
SANsurfer FC Linux Agent
SANsurfer FC Solaris Agent
SANsurfer Mac OS X FC Agent
SANsurfer FC HBA Manager user interface
The QLA2xxx adapters on this system are remotely monitored only from other systems on the same network.
4-2 SN0054651-00 F
One of the following:
SANsurfer FC Windows Agent
SANsurfer FC Linux Agent
SANsurfer FC Solaris Agent
SANsurfer Mac OS X FC Agent
A

Installation Instructions

The SANsurfer installer is a self-extracting utility that installs SANsurfer FC HBA Manager and related files.
NOTE:
If you are installing SANsurfer on a Macintosh, download the StuffIt expand the contents. After the contents are expanded, double-click the Install icon using the Finder™.
If the utility is already installed, you may want to perform routine Web/CD based updates.
If you are installing the SANsurfer FC HBA Manager agent on a NetWare server, note the following:
You cannot install the SANsurfer FC HBA Manager agent directly on a
NetWare server; you must install the agent from a Windows system connected to the NetWare server.
Installing SANsurfer FC HBA Manager
Initial Installation
®
file and
The prerequisites for each NetWare server are as follows:
A Windows system must be connected to the NetWare server through
the TCP/IP network.
The Windows system must have a drive mapped to the NetWare
server system volume (sys:\).
Perform the following steps to install SANsurfer FC HBA Manager on your system or on the NetWare server connected to this system.
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Installing SANsurfer FC HBA Manager Initial Installation
To install SANsurfer FC HBA Manager:
1. Download the application from the QLogic Web site:
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a. On the QLogic home page (http://www.qlogic.com
Downloads tab.
b. In the selection box (Figure 4-1), click Fibre Channel HBAs in the left
column, your adapter model number in the middle column, and your
operating system in the right column.
), click the
Figure 4-1 SANsurfer Download Selections (Example)
c. Click Go!.
d. Scroll down to the Management Tools table and click the appropriate
version of SANsurfer FC HBA Manager for your operating system.
e. On the End User Software License Agreement page, read this
important information, and then click Agree to continue.
f. On the File Download dialog box, click Save. Select a directory on your
system and then click Save As to download the file.
g. (Optional) In the Management Tools table, select and download the
Readme and Release Notes files for the appropriate version of
SANsurfer FC HBA Manager.
2. Start the installer, as described for your operating system:
For a Windows system, locate the folder where you downloaded the
install file and double-click the file.
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Installing SANsurfer FC HBA Manager
Initial Installation
For a Red Hat/SUSE Linux or Solaris SPARC/x86 system, follow these
steps:
a. Open a shell.
b. Change to the directory where you downloaded the SANsurfer
installer.
c. Unzip the package if necessary.
d. Type the following command at a command prompt, then press
ENTER:
sh ./standalone_sansurfer5.x.xbxx_linux_install.bin
The InstallAnywhere® window prepares to install SANsurfer and opens the installation Introduction dialog box (Figure 4-2).
Figure 4-2 Install SANsurfer: Introduction
3. Click Next.
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Installing SANsurfer FC HBA Manager Initial Installation
The Important Information dialog box opens (Figure 4-3).
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Figure 4-3 Install SANsurfer: Important Information
4. Read the information, and then click Next.
You can also find this information in the readme.txt file in the following locations:
On Windows:
Program Files\QLogic Corporation
On Red Hat/SUSE Linux and Solaris SPARC/x86:
opt/QLogic_Corporation/SANsurfer
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Installing SANsurfer FC HBA Manager
Initial Installation
The Choose Product Features dialog box opens (Figure 4-4).
NOTE:
Except for the OS-specific agents, the feature options are the same for
all operating systems: Windows, Red Hat/SUSE Linux, Solaris
SPARC/x86, and Macintosh.
Figure 4-4 Install SANsurfer: Choose Product Features
SANsurfer FC HBA Manager supports both stand-alone and network configurations (see “Installation Options” on page 4-2).
5. Select one of the following installation sets, and then click Next.
For a Windows system:
FC HBA GUI and Agent includes the SANsurfer FC HBA
Manager and the FC Windows agent.
SANsurfer HBA NetWare 5/6.x includes the SANsurfer FC HBA
Manager Novell NetWare 5/6.x (and above) agent.
Custom includes a modified installation set that you create.
SANsurfer Windows Agent includes the SANsurfer FC HBA
Manager Windows 2000/2003/XP/Vista Agent.
SANsurfer FC HBA Manager includes the SANsurfer FC HBA
Manager user interface only.
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Installing SANsurfer FC HBA Manager Initial Installation
For a Red Hat/SUSE Linux system:
SANsurfer FC HBA Manager includes the SANsurfer FC HBA
Manager user interface only.
All GUIs and ALL Agents includes all user interfaces (including
SANsurfer FC HBA Manager and its agents).
Custom includes a modified installation set that you create.
For a Solaris SPARC/x86 system:
SANsurfer FC HBA Manager includes the SANsurfer FC HBA
Manager user interface only.
All GUIs and ALL Agents includes all user interfaces (including
SANsurfer FC HBA Manager and its agents).
Custom includes a modified installation set that you create.
For a Macintosh system (Figure 4-5):
FC HBA GUI and Agent includes the SANsurfer FC HBA
Manager user interface and the FC Power Mac OS X agent.
S
SANsurfer FC Mac OS X Agent includes SANsurfer FC HBA
Manager for the Power Mac OS X agent.
SANsurfer FC HBA Manager includes the SANsurfer FC HBA
Manager user interface only.
All GUIs and ALL Agents includes all user interfaces (including
SANsurfer FC HBA Manager and its agents).
Custom includes a modified installation set that you create.
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Installing SANsurfer FC HBA Manager
Initial Installation
Figure 4-5 Macintosh Installation: Choose Product Features
The Choose Install Folder dialog box opens (Figure 4-6).
Figure 4-6 Install SANsurfer: Choose Install Folder
SN0054651-00 F 4-9
Installing SANsurfer FC HBA Manager Initial Installation
6. Select an install location using one of the following methods:
NOTE:
For NetWare, select the drive mapped to the NetWare server (always
select a location other than the default).
To accept the destination location shown in the dialog box and
continue, click Next (recommended).
The default location for a Windows system is:
C:\Program Files\QLogic Corporation\SANsurfer
The default location for a Red Hat/SUSE Linux and Solaris
SPARC/x86 system is:
/opt/QLogic_Corporation/SANsurfer
To select a different location:
a. Click Choose, and then select an installation location.
S
b. On the Choose Install Folder dialog box, click Next.
If you selected a different location and want to reselect the default
location:
a. Click Restore Default Folder.
b. Click Next.
If there is a previous version of the SANsurfer tool on the system, the Previous SANsurfer Install Detected message box appears (Figure 4-7).
Figure 4-7 Previous SANsurfer Install Detected Message
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Installing SANsurfer FC HBA Manager
Initial Installation
7. Respond to the previous installation message:
a. If the SANsurfer tool is currently running, exit SANsurfer before
proceeding with the installation.
b. Choose one of the following options:
If you want to uninstall the previous version, click Yes. The
previous version is uninstalled.
NOTE:
If you are installing on a Windows system and you are prompted to reboot the system after the uninstall is complete, be sure to reboot before installing in the same directory as the currently selected directory. Otherwise, the newly installed tool will not operate properly.
If you do not want to uninstall the previous version, click No. If
the previously installed version resides in the same directory as the currently selected directory, the previous version is overwritten.
If you are installing the SANsurfer FC HBA Manager user interface on a Windows system (except Windows Vista or Windows 2008 Server), the Select Shortcut Profile dialog box opens (Figure 4-8).
Figure 4-8 Install SANsurfer: Select Shortcut Profile (Windows Only)
SN0054651-00 F 4-11
Installing SANsurfer FC HBA Manager Initial Installation
Shortcuts consist of the following:
The SANsurfer icon on the desktop (if you select it in Step 9).
QLogic Management Suite (SANsurfer and SANsurfer Uninstaller),
which is accessible when you click the Start button and point to
Programs.
8. To specify the shortcut profile, choose one of the following, and then click Next:
If you want the SANsurfer shortcuts available to all users, click All
Users Profile.
If you want the SANsurfer shortcuts available only to the current user,
click Current Users Profile (default).
If you are installing the SANsurfer FC HBA Manager user interface on a Windows system (except Windows Vista or Windows 2008 Server), the Create Desktop Icon Selection dialog box opens (Figure 4-9).
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Figure 4-9 Install SANsurfer: Create Desktop Icon Selection (Windows Only)
9. (Windows only) If you want the installer to place the SANsurfer icon on the desktop, select the create desktop icon check box (default), and then click Next.
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Installing SANsurfer FC HBA Manager
Initial Installation
NOTE:
If you select the create desktop icon check box, the SANsurfer icon opens for the current user profile or all user profiles, depending on your previous selection in Step 8.
The Pre-Installation Summary dialog box (Figure 4-10) opens.
Figure 4-10 Install SANsurfer: Pre-Installation Summary
10. Review your installation selections. To change your selections, click Previous to return to other installation windows. To continue, click Install.
The Installing SANsurfer dialog box opens (Figure 4-11). Various messages inform you that the installation is progressing.
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Installing SANsurfer FC HBA Manager Initial Installation
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Figure 4-11 Install SANsurfer: Installing SANsurfer
If you are installing NetWare, the Novell NetWare Disk Selection dialog box opens (Figure 4-12).
Figure 4-12 Install SANsurfer: Novell NetWare Disk Selection
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Installing SANsurfer FC HBA Manager
Initial Installation
The Novell NetWare Disk Selection dialog box lists the auto-detected Windows drives mapped to NetWare server system volumes (sys:\).
11. Select the Windows drives on which to install the NetWare agent. Each drive must be mapped to a NetWare server system volume (sys:\).
a. As appropriate, select one or more auto-detected drives. In
Figure 4-12, for example, H, N, and Q can be selected; N and Q are
selected.
b. If a Windows drive that you want to select has not been mapped to the
NetWare server system volume, do the following:
Leave the Novell NetWare Disk Selection dialog box open. To
map the Windows drive to the NetWare Server system volume (sys:\), open Windows Explorer, point to Tools, and then click Map Network Drive.
On the Novell NetWare Disk Selection dialog box, type the drive
letter in the Enter Drive Letter box and then click Enter Drive
Letter. In Figure 4-12, for example, you could type C in the Enter Drive Letter box and then click Enter Drive Letter.
c. Click Next.
If you are installing SANsurfer FC HBA Manager on a Novell NetWare, Red Hat/SUSE Linux, or Sun Solaris system, the Default QLogic Failover Enable/Disable dialog box opens (Figure 4-13).
Figure 4-13 Install SANsurfer: Default QLogic Failover Enable/Disable
SN0054651-00 F 4-15
Installing SANsurfer FC HBA Manager Initial Installation
The failover path feature ensures data availability and system reliability by assigning alternate path and automatic adapter failover for device resources.
12. To enable failover, select the Enable QLogic Failover Configuration check box, and then click Next.
The Launch SANsurfer Application dialog box opens (Figure 4-14).
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Figure 4-14 Install SANsurfer: Launch SANsurfer Application
13. To automatically start SANsurfer FC HBA Manager when installation is complete, select the Launch Application check box, and then click Next. To start the tool later, clear the check box and then click Next.
The Install Complete dialog box appears (Figure 4-15).
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Installing SANsurfer FC HBA Manager
Initial Installation
Figure 4-15 Install SANsurfer: Install Complete
14. To exit the installer, click Done.
Now you are ready to customize SANsurfer FC HBA Manager and set your security parameters (see “Getting Started” on page 5-1).

Installation Instructions Using CLI

SANsurfer provides the ability to install the tool and its components using a command line interface (CLI). This section lists the commands for Windows, Linux, and Solaris stand-alone installation options.
NOTES:
To change the destination folder, add the -D parameter to the command
lines as follows:
-DUSER_INSTALL_DIR="d:\Apps\SANsurfer" ** you may need to escape the \ here \\ **
To prevent installation of the desktop icon, enter the following command:
-DINSTALL_DESKTOP_ICON="false"
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Installing SANsurfer FC HBA Manager Initial Installation
Windows
Windows stand-alone installer command lines include the following:
Windows—To install SANsurfer FC HBA Manager interface only (adapter)
without an agent:
standalone_sansurfer_windows_install.exe -i silent
-DSILENT_INSTALL_SET="QMSJ_G"
Windows—To install all user interfaces and all agents:
standalone_sansurfer_windows_install.exe -i silent
-DSILENT_INSTALL_SET="QMSJ_G_NT"
Linux
Linux stand-alone installer command lines include the following:
Linux—To install SANsurfer FC HBA Manager user interface only (adapter)
without an agent:
standalone_sansurfer_linux_install.bin -i silent
-DSILENT_INSTALL_SET="QMSJ_G"
S
Solaris
Linux—To install all user interfaces and all agents:
standalone_sansurfer_linux_install.bin -i silent
-DSILENT_INSTALL_SET="QMSJ_G_LA"
Linux IA64—To install all user interfaces and all agents:
standalone_sansurfer_linux_install_ia64.bin -i silent
-DSILENT_INSTALL_SET="QMSJ_G_L_IA64"
Linux PPC—To install all user interfaces and all agents:
standalone_sansurfer_linux_install_ppc.bin -i silent
-DSILENT_INSTALL_SET="QMSJ_G_L_PPC"
Solaris stand-alone installer command lines include the following:
Solaris—To install SANsurfer FC HBA Manager user interface only (adapter)
without an agent:
standalone_sansurfer_solaris_install.bin -i silent
-DSILENT_INSTALL_SET="QMSJ_G"
Solaris—To install all user interfaces and all agents:
standalone_sansurfer_solaris_install.bin -i silent
-DSILENT_INSTALL_SET="QMSJ_G_SA"
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Installing SANsurfer FC HBA Manager
A

Installation Instructions for VMware ESX 3.5

The VMware ESX 3.5 console does not support Xwindows, which is required to display Graphical User Interface (GUI) applications on UNIX platforms.
You can manage QLogic FC adapters from the SANsurfer FC HBA Manager application installed on a Windows system. The FC HBA Manager on Windows can connect remotely to the qlremote running on the ESX server and manage adapters on the ESX server.
To prepare your servers to manage the FC adapters remotely:
1. Install the FC HBA Manager on the ESX server using the following CLI command in silent mode:
sh ./standalone_sansurfer5.0.1bxx_linux_install.bin –i silent –DSILENT_INSTALL_SET=”QMSJ_G_LA_x86”
where xx is the build number.
2. Start the portmap service on the ESX server. For example, enter the following command:
/sbin/portmap
Initial Installation
3. Start qlremote on the ESX server. For example, enter the following command:
/usr/local/bin/qlremote
4. On a Windows server, install the SANsurfer FC HBA Manager (Windows
5.0.1bxx) client, as described for Windows installations. (See “Initial
Installation” on page 4-1.)
5. Start the FC HBA Manager on the Windows system and connect to the remote VMware ESX server. (See “Starting SANsurfer FC HBA Manager on
Windows” on page 5-2.)
NOTE:
For supported Windows servers, see “Software Requirements” on
page 3-2.
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Installing SANsurfer FC HBA Manager Web- and CD-Based Installation Updates

Web- and CD-Based Installation Updates

To always keep SANsurfer FC HBA Manager up to date with the latest version, SANsurfer provides two possible ways to update an existing installation:
You can download and install an update directly from the Web.
You can browse to an existing update package on some form of external
media (for example, a CD-ROM, DVD, or other portable storage).
This section provides the steps for both update methods:
“Updating SANsurfer by Web Update” on page 4-20 “Updating SANsurfer by Package Update” on page 4-23
NOTE:
Using SANsurfer FC HBA Manager’s Web update feature requires an Internet connection because it downloads files from the QLogic Web site.

Updating SANsurfer by Web Update

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Obtain SANsurfer updates from the QLogic Web site or from service personnel.
CAUTION!
You must exit SANsurfer to avoid locked files during the update process.
To check for tool updates:
1. On the SANsurfer FC HBA Manager main menu, select Help and then click Check for Updates Now. The Select Update dialog box opens
(Figure 4-16).
Figure 4-16 Update SANsurfer: Select Update Dialog Box
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2. Depending on whether or not your network requires proxy settings, follow the appropriate procedure.
Network Does Not Use Proxy Settings
Follow these steps to update SANsurfer from the QLogic Web site when your network does not use proxy settings to access the Internet.
To update SANsurfer (network does not use proxy settings):
1. On the Select Update dialog box (Figure 4-16), click From the QLogic website.
2. Clear the Specify Proxy Settings check box.
3. Click Continue. If updates are available, the Update dialog box opens (Figure 4-18). Otherwise, a message box informs you that there are no updates.
Network Requires Proxy Settings
Follow these steps to update SANsurfer from the QLogic Web site when your network requires proxy settings to access the Internet.
Installing SANsurfer FC HBA Manager
Web- and CD-Based Installation Updates
To update SANsurfer (network requires proxy settings):
1. On the Select Update dialog box (Figure 4-16), click From the QLogic website.
2. Select the Specify Proxy Settings check box.
3. Click Continue. The Server Proxy Settings dialog box opens (Figure 4-17).
Figure 4-17 Update SANsurfer: Server Proxy Settings Dialog Box
4. If you want the HTTP proxy setting to be detected automatically, leave the dialog box as is, and then click OK to continue.
If you want to specify the server proxy settings, complete the following:
a. Select the Use the following HTTP proxy setting check box.
b. In the Address box, type the http address.
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Installing SANsurfer FC HBA Manager Web- and CD-Based Installation Updates
c. In the Port box, type the port ID of the proxy server.
d. In the Login and Password boxes, type your login and password for
the proxy servers that require authentication.
e. To continue, click OK. To exit the dialog box and return to the main
SANsurfer FC HBA Manager window, click Cancel.
When your computer accesses the Internet, the Update dialog box appears (Figure 4-18) showing available update information.
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Figure 4-18 Update SANsurfer: Update Dialog Box
The available update information includes:
Current Updates column lists product updates available for the
current tool version.
Selected Updates column lists product updates that you select for
installation.
5. To use the Update dialog box, select the current product update packages:
To select a package, select its entry in the Current Updates list and
then click Add>>. The update moves to the Selected Updates list.
To remove a package in the Selected Updates list, select it and click
<<Remove. The selected package returns to the Current Updates
list.
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For each update selected, the following information is shown:
Status describes the current status of the selected update. Size indicates the size of the selected update in MBs. Description provides a general description of the update.
6. When you finish selecting updates, click Update to start the download and installation process. Follow the instructions to install the selected product update. Or, to discontinue the update process and stop the installation, click Cancel.
Web- and CD-Based Installation Updates

Updating SANsurfer by Package Update

You can update SANsurfer FC HBA Manager by browsing to an existing update package on your hard drive or some form of external media, such as a CD-ROM, DVD, or portable storage device.
CAUTION!
You must exit SANsurfer to avoid locked files during the update process.
Installing SANsurfer FC HBA Manager
To update the existing tool:
1. On the SANsurfer FC HBA Manager main menu, click Help and then click Check for Updates Now.
The Select Update dialog box opens (Figure 4-19).
Figure 4-19 Update SANsurfer: Select Update Dialog Box
2. To select a file, click Browse, and then click . To exit the Select Update dialog box and return to the main SANsurfer FC HBA Manager window, click Cancel.
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Installing SANsurfer FC HBA Manager Web- and CD-Based Installation Updates
The Open dialog box appears (Figure 4-20).
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Figure 4-20 Update SANsurfer: Open Dialog Box
3. Select the SANsurfer FC HBA Manager patch update file, web_supported_update_fc_hba.txt, which can be located on a local file system or on a CD, DVD, or portable storage device, and then click Open. To exit the Open dialog box and return to the Select Update dialog box, click Cancel.
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Installing SANsurfer FC HBA Manager
Web- and CD-Based Installation Updates
After you open the patch update file, the Update dialog box opens (Figure 4-21), showing available update information.
Figure 4-21 Update SANsurfer: Update Dialog Box
The available update information includes:
Current Updates column lists product updates available for the
current program version.
Selected Updates column lists product updates that you select for
installation.
4. To use the Update dialog box, select the current product update packages:
To select a package, select its entry in the Current Updates list and
then click Add>>. The update moves to the Selected Updates list.
To remove a package in the Selected Updates list, select it and click
<<Remove. The selected package returns to the Current Updates
list.
For each update selected, the following information is shown:
Status describes the current status of the selected update. Size indicates the size of the selected update in MBs. Description provides a general description of the update.
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Installing SANsurfer FC HBA Manager Uninstalling SANsurfer
5. When you finish selecting updates, click Update to start the download and installation process. Follow the instructions to install the selected product update. Or, to discontinue the update process and stop the installation, click
Cancel.

Uninstalling SANsurfer

Perform the following steps to uninstall from this system either the entire SANsurfer management toolset (including SANsurfer FC HBA Manager) or specific features. Be sure to exit all SANsurfer tools before you uninstall any SANsurfer tools.
NOTES:
While uninstalling SANsurfer FC HBA Manager from a NetWare server,
the server's prompt displays the message: Cannot start sys:etc/rpcnet.cfg. This does not affect the operation of the NetWare server and can be ignored.
The uninstall process leaves behind some files and directories. You must
manually delete these files.
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To uninstall SANsurfer FC HBA Manager:
1. To start the SANsurfer uninstaller from a Windows system, choose one of the following methods:
On the Windows Start menu, point to Programs, point to QLogic
Management Suite, and then click SANsurfer Uninstaller.
To use Add/Remove Programs, follow these steps:
a. On the Windows Start menu, point to Settings, and then click
Control Panel.
b. Double-click the Add/Remove Programs icon to open the
Add/Remove Programs dialog box (Figure 4-22).
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Installing SANsurfer FC HBA Manager
Uninstalling SANsurfer
Figure 4-22 Uninstall SANsurfer: Add/Remove Programs (Windows 2000)
c. In the left column, click Change or Remove Programs (default).
d. Under Currently Installed Programs, select SANsurfer FC
HBA Manager.
e. Click Change/Remove.
To start the SANsurfer uninstaller from a Red Hat/SUSE Linux or Solaris SPARC/x86 system, do one of the following, and then press ENTER:
On a Red Hat/SUSE Linux system, if /usr/local/bin is in the path,
type SANsurferUninstaller.
On a Solaris SPARC/x86 system, if /usr/bin is in the path, type
SANsurferUninstaller.
On a Red Hat/SUSE Linux or Solaris SPARC/x86 system, if neither of
the preceding are in the path, change to the directory where the SANsurfer tool is installed. The default location is:
/opt/QLogic_Corporation/SANsurfer/UninstallDat
Type:
./SANsurferUninstaller
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Installing SANsurfer FC HBA Manager Uninstalling SANsurfer
The Uninstall SANsurfer dialog box (Figure 4-23) opens with SANsurfer x.x as the program to be uninstalled.
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Figure 4-23 Uninstall SANsurfer: Uninstall SANsurfer
2. Click Next to continue.
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Installing SANsurfer FC HBA Manager
Uninstalling SANsurfer
The Uninstall Options dialog box opens (Figure 4-24).
Figure 4-24 Uninstall SANsurfer: Uninstall Options
3. Use this dialog box to uninstall the entire SANsurfer tool or specific features as follows:
Click Complete Uninstall to remove all features and components of
the SANsurfer tool that were installed by InstallAnywhere. This will not affect files and folders created after the installation.
Click Uninstall Specific Features to remove specific features of the
SANsurfer tool that were installed by InstallAnywhere. The Choose Product Features dialog box opens (Figure 4-25).
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Installing SANsurfer FC HBA Manager Uninstalling SANsurfer
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Figure 4-25 Uninstall SANsurfer: Choose Product Features
The uninstaller’s Choose Product Features dialog box differs, depending on whether you are installing on a Windows, Red Hat/SUSE Linux, or Solaris SPARC/x86 system.
4. Clear the check boxes for features that you want to uninstall. (Selected check boxes identify features that will remain installed.) Select from the following components (all components may not appear, and the order of the components may vary):
For a Windows system:
SANsurfer FC HBA Manager SANsurfer FC NetWare 5/6.x Agent SANsurfer FC Windows Agent Help
For a Red Hat/SUSE Linux system:
SANsurfer FC HBA Manager SANsurfer FC Linux Agent Help
For a Solaris SPARC/x86 system:
SANsurfer FC HBA Manager SANsurfer FC Solaris Agent Help
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Installing SANsurfer FC HBA Manager
Uninstalling SANsurfer
5. Click Uninstall.
The Uninstall SANsurfer dialog box (Figure 4-26) lists the components to be uninstalled.
Figure 4-26 Uninstall SANsurfer: Uninstall SANsurfer
A message asks you to wait the while the uninstaller removes the components.
The Uninstall Complete dialog box informs you when the uninstall is complete (Figure 4-27).
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Installing SANsurfer FC HBA Manager Uninstalling SANsurfer
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Figure 4-27 Uninstall SANsurfer: Uninstall Complete
6. Click Done.
7. If any components were not successfully uninstalled, manually remove them.
Some files and directories remain after uninstalling SANsurfer. You must delete these components manually from the computer's hard disk where SANsurfer was installed. The default locations are:
For Windows:
Program Files\QLogic Corporation\SANsurfer
For Red Hat/SUSE Linux and Solaris SPARC/x86:
/opt/QLogic_Corporation/SANsurfer
8. If you selected Add/Remove Programs in Step 1 to uninstall SANsurfer HBA Manager from a Windows system, follow these steps:
a. To exit the Add/Remove Programs dialog box, click Cancel.
b. To exit the Control Panel, click Close.
9. If prompted, reboot the system.
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5 Getting Started

This section includes the procedures for starting and exiting the SANsurfer FC HBA Manager user interface, and customizing the tool options and policies. It provides information on:
“Starting SANsurfer FC HBA Manager” on page 5-1  “SANsurfer FC HBA Manager Main Window” on page 5-5  “Exiting SANsurfer FC HBA Manager” on page 5-12  “Getting Help” on page 5-12  “Setting SANsurfer FC HBA Manager Security” on page 5-16  “Setting the Warning Display Option” on page 5-18  “Setting the Configuration Change Option” on page 5-19  “Setting Application Event Log Options” on page 5-20  “Setting the HBA Event Log Option” on page 5-21  “Setting Up Automatic Notification by E-mail” on page 5-23  “Setting the Configuration Policies” on page 5-24  “Specifying the Adapter Driver Settings” on page 5-29  “Refreshing the Host Configuration” on page 5-32

Starting SANsurfer FC HBA Manager

The SANsurfer FC HBA Manager startup procedures differ depending on the operating system:
Windows (see page 5-2)
Red Hat/SUSE Linux or Solaris SPARC/x86 (see page 5-3)
Macintosh OS X (see page 5-3)
For details about automatically connecting to specified hosts when you start SANsurfer FC HBA Manager from a command line, see the SANsurfer FC HBA Manager Application Help.
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Getting Started Starting SANsurfer FC HBA Manager

Starting SANsurfer FC HBA Manager on Windows

NOTE:
If you want to connect to one or more specified hosts automatically when starting SANsurfer FC HBA Manager, see “Connecting to Hosts
Automatically (Windows CLI)” on page 5-3.
On a Windows system, do one of the following to start the SANsurfer tool, which includes the SANsurfer FC HBA Manager user interface.
To start SANsurfer FC HBA Manager on Windows:
Double-click the SANsurfer icon (Figure 5-1) on your desktop (if the icon
was created during installation). (If you have an older version of SANsurfer FC HBA Manager and are upgrading to the current version, the old icon image appears.)
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Figure 5-1 SANsurfer Icon
On the Windows Start menu, point to Programs, point to QLogic
Management Suite, and then click SANsurfer.
On the Windows Start menu, click Run, and then do one of the following:
Type in the SANsurfer program file name (SANsurfer.EXE),
including all the paths, and then click OK.
Click Browse, find and select the program in the Browse dialog box,
and then click Open.
SANsurfer FC HBA Manager opens (see “SANsurfer FC HBA Manager Main
Window” on page 5-5).
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Starting SANsurfer FC HBA Manager

Starting SANsurfer FC HBA Manager on Linux or Solaris

NOTE:
If you want to connect to one or more specified hosts automatically when starting SANsurfer FC HBA Manager, see “Connecting to Hosts
Automatically (Linux, Solaris, or Macintosh CLI)” on page 5-4.
On Red Hat/SUSE Linux and Solaris SPARC/x86 systems, follow these steps to start the SANsurfer tool, which includes SANsurfer FC HBA Manager.
To start SANsurfer FC HBA Manager on Linux or Solaris:
1. Ensure that you are in a graphical user environment.
2. Open a command terminal.
3. Type SANsurfer, and then press ENTER.
SANsurfer FC HBA Manager opens (see “SANsurfer FC HBA Manager Main
Window” on page 5-5).

Starting SANsurfer FC HBA Manager on Macintosh

NOTE:
If you want to connect to one or more specified hosts automatically when starting SANsurfer FC HBA Manager, see “Connecting to Hosts
Automatically (Linux, Solaris, or Macintosh CLI)” on page 5-4.
On Macintosh systems, follow these steps to start the SANsurfer tool, which includes SANsurfer FC HBA Manager.
To start SANsurfer FC HBA Manager on Macintosh:
1. Open Finder.
2. Browse to the folder containing the installed SANsurfer tool.
3. Double-click the SANsurfer icon.
SANsurfer FC HBA Manager opens (see “SANsurfer FC HBA Manager Main
Window” on page 5-5).

Connecting to Hosts Automatically (Windows CLI)

On a Windows system, follow these steps to connect automatically to one or more specified hosts when starting the SANsurfer FC HBA Manager user interface from the command line. When done, the SANsurfer FC HBA Manager main window appears with the specified hosts.
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Getting Started Starting SANsurfer FC HBA Manager
To connect to a host automatically on Windows:
1. From a Windows system, click the Start button, point to Programs, point to Accessories, and then click Command Prompt. The Command Prompt
window opens.
2. Change to the directory where the SANsurfer tool is installed.
3. Do one of the following:
To connect to the local host, type the following and then press ENTER:
SANsurfer -l (the letter L for local)
To connect to a single host, type the following and then press ENTER:
SANsurfer -h hostname (hostname is the host name or IP address)
For example:
SANsurfer -h adsw2ksys2
To connect to a group of hosts listed in a host group file (.hst), type
the following and then press ENTER:
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SANsurfer -g path (path is the path of the host group file)
For example:
SANsurfer -g c:\Program Files\QLogic Corporation\ SANsurfer\hostfiles\group1.hst

Connecting to Hosts Automatically (Linux, Solaris, or Macintosh CLI)

On a Red Hat/SUSE Linux, Solaris SPARC/x86, or Macintosh system, follow these steps to connect automatically to specified hosts when starting the SANsurfer FC HBA Manager user interface from the command line. When done, the SANsurfer FC HBA Manager main window opens with the specified hosts.
To connect to a host automatically on Linux, Solaris, or Macintosh:
1. Ensure that you are in a graphical user environment.
2. Open a command terminal.
3. Change to the directory where the SANsurfer tool is installed.
NOTE:
On Macintosh navigate to the following additional path:
SANsurfer.app/Contents/MacOS
4. Do one of the following:
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Getting Started

SANsurfer FC HBA Manager Main Window

To connect to the local host, type the following and then press ENTER:
./SANsurfer -l (the letter L for local)
To connect to a single host at startup, type the following and then press
ENTER:
./SANsurfer -h hostname (hostname is the host name or IP
address)
For example:
/SANsurfer -h adsw2ksys2
To connect to the hosts listed in a group file (.hst) at startup, type the
following and then press ENTER:
./SANsurfer -g path (path is the path of the host group file)
For example:
./SANsurfer -g /opt/QLogic Corporation/SANsurfer/ hostfiles/group1.hst
SANsurfer FC HBA Manager Main Window
The main window gives you access to the features of SANsurfer FC HBA Manager, including:
“Toolbar Buttons” on page 5-7 “Host Icons and Text” on page 5-9 “Adapter Icons and Text” on page 5-9 “Adapter Port Icons and Text” on page 5-10 “Device Icons and Text” on page 5-11 “LUN Icons and Text” on page 5-12
When the main window first opens, it displays the Topology page, which shows a traffic signal. The traffic signal indicates the status of the hosts, as shown in
Table 5-1.
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Getting Started SANsurfer FC HBA Manager Main Window
Signal Indicates
All hosts in the system are up and running.
One or more hosts in the system are in a warning state. For instance, a loop may be down on an adapter in one of the hosts in the system.
All hosts in the system are down.
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Table 5-1. Traffic Signals
The SANsurfer FC HBA Manager window contains an FC/CNA HBA tree, tool tabs, a title bar, menu bar, toolbar, tabbed pages, and a status line. The toolbar conveniently provides buttons for commonly used functionality.
The FC/CNA HBA tree lists all hosts—including IP addresses—with their connected adapters, ports, devices, and LUNs. When you click an item in the adapter tree, the status line shows additional information about the selection. When you hold your cursor over an adapter in the FC/CNA HBA tree for a few seconds, information about the adapter model appears. The FC/CNA HBA tree contains icons and text as visual indicators for the hosts, adapters, ports, devices, and LUNs.
To view the SANsurfer FC HBA Manager main window:
1. In the left frame of the main window, click the FC/CNA HBA tab. SANsurfer FC HBA Manager shows in the title bar.
2. Connect to the host (for details, see the SANsurfer FC HBA Manager Application Help). The SANsurfer FC HBA Manager main window opens.
Figure 5-2 shows the elements contained on the main window.
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FC/CNA
Tabbed
Pages
Status
Bar
Title Bar
Menu Bar
Toolbar
HBA Tree
Getting Started
SANsurfer FC HBA Manager Main Window
Figure 5-2 SANsurfer FC HBA Manager Main Window

Toolbar Buttons

The toolbar buttons in Table 5-2 provide easy access to frequently used functions.
Button Purpose
Table 5-2. Toolbar Buttons
Click the App Events button to open the App Events log, where you can review the events that occur on your host and manage the App Events log information. See “Viewing and Managing the App Event Log” in the help system.
Click the Connect button to attach the SANsurfer FC HBA Manager to a specific host or IP address. See “Connecting to Hosts” in the help system.
Click the Configure button to open the Fibre Channel Port Configura­tion dialog box where you can configure the adapters on your host. See “Configuring Fibre Channel Devices” in the
help system.
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Getting Started SANsurfer FC HBA Manager Main Window
Table 5-2. Toolbar Buttons (Continued)
Button Purpose
Click the App Events button to open the App Events log, where you can review the events that occur on your host and manage the App Events log information. See “Viewing and Managing the App Event Log” in the help system.
Click the HBA Events button to open the HBA Events log, where you can review the HBA events that occur on your host and manage the HBA Events log information. See “Viewing and Managing the HBA Events Log” in the help system.
Click the Collect button to automatically save the following files in one zip file:
Host to a text file
Host to a .qlc file
App Event log to a text file
HBA Event log to a text file
See “Using Collect” in the help system.
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Click the Monitor button to open the HBA Statistics dialog box and monitor the various functions of the adapter. See “Viewing and Updat­ing Adapter Port Monitoring” in the help system.
Click the Diags button to open the HBA Diagnostics dialog box, which provides access to the diagnostics tests: loopback and read/write. See
“Performing Diagnostics” on page 6-1.
Click the Refresh button to query the host and update any information on the Adapters connected to the host. See “Refreshing the Host Con-
figuration” on page 5-32.
NOTE:
You can hide the toolbar by pointing to the View menu and clicking Toolbar. The check mark next to Toolbar clears and the toolbar becomes hidden. To restore the toolbar, click Toolbar again. The check mark next to Toolbar appears and the toolbar itself reappears.
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Host Icons and Text

The FC/CNA HBA tree shows the following information about hosts:
Host status: Live or offline.
Host name: Host name or IP address.
For example:
hostname 10.3.13.90
Host icons:
Online host. The blinking heart on the host icon indicates that the
connection between the user interface and the agent is active for this host. An online host can be remote or local.
Indicates a remote host.
Indicates a local host.
Getting Started
SANsurfer FC HBA Manager Main Window
Offline host. The connection between the user interface and the agent is inactive for this host. The configuration for this host can be loaded from a QLC file (see “Viewing a Saved Host Configuration from a File” in the help system) or a text file (see “Viewing a Saved Host Configuration from a Text File” in the help system).

Adapter Icons and Text

The FC/CNA HBA tree shows the following information about adapters:
Adapter model: For example, QLA2xxx or QLA2xxx/2xxx.
Adapter alias: User-defined alias name, if assigned. For more information,
see “Displaying Adapter Information” in the help system.
Loop down: Indicates that the adapter does not have synchronization
(cable disconnected, connection mode set incorrectly, and so on).
Adapter status: Indicates a status such as a severe/critical alarm, loop
down, warning alarm, or good (no alarm). For information about alarms, see “Viewing and Managing the Adapter Event Log” in the help system.
Examples:
HBA QLA2342:QLogic’s HBA:Warning
HBA QLA2342:Good
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Getting Started SANsurfer FC HBA Manager Main Window
Adapter icons:
Good. No alarm.
Warning. Warning alarm.
Loop Down. No synchronization.
Bad. Bad alarm.
Offline. Adapter on offline host.

Adapter Port Icons and Text

The FC/CNA HBA tree lists the following information about adapter ports:
Adapter port number: For example, Port n.
(or, for QLE8042 adapters, also FCoE Engine.)
Adapter port alias: User-defined alias name (if assigned). For more
information, see “Displaying Adapter Port Information” in the help system)
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Beacon flashing–Flash Adapter Port Beacon: Port LED flashing is
enabled. For more information, see “Finding an Adapter Port” in the help system.
Adapter status: Indicates status such as bad alarm, loop down, warning
alarm, or good (no alarm). For information about alarms, see “Viewing and Managing the HBA Event Log” in the help system.
Examples:
Port 0:Marketing’s HBA port:Good, Beacon Flashing
Port 3:Loop Down
FCoE Engine
Adapter Port Icons:
Good
Warning. Warning alarm
Loop Down
Bad. Bad alarm
Offline. Adapter port on offline host
SFP not installed (for 8Gb adapter)
Beacon Flashing, Good
Beacon Flashing, Warning
Loop Down, Beacon Flashing
Beacon Flashing, Bad
FCoE Engine (for QLE8042)
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Device Icons and Text

The FC/CNA HBA tree shows the following information about disks, tapes, and SAFTE devices:
Device type: Disk, tape, or SAFTE (used for enclosure information).
Device port ID: Port ID of the disk, tape, or SAFTE device.
Online/Inactive Status: A circled red X on the icon indicates an inactive
device (either the device is down, the port on device is down or inactive, or the device is not responding properly to SCSI commands).
Diagnostics enabled/disabled for read/write buffer test: A green check
mark on the icon and the text Diag Enabled indicate enabled. For more information, see “Preparing for Diagnostic Testing” on page 6-2.
Beacon Flashing: Flash Beacon: LED beacon flashing function is enabled
(see “Finding a Target” in the help system)
Examples:
Getting Started
SANsurfer FC HBA Manager Main Window
Disk (50-06-0E-83-00-00-2B-21):Online, Diag Disabled
Disk (21-00-00-04-CF-92-7A-B1):Online, Diag Enabled
Tape (10-00-00-04-32-72-06-64):Inactive, Diag Disabled
Device Icons
The disk icons are:
Disk Online, Diag Enabled
Disk Online, Diag Disabled
Disk Inactive, Diag Enabled
Disk Inactive, Diag Disabled
Offline. Disk on offline host
The SAFTE device icons are:
SAFTE device
Offline. SAFTE device on offline host
The tape icons are:
Tape, Diag Enabled
Tape, Diag Disabled
Tape Inactive, Diag Enabled
Tape Inactive, Diag Disabled
Offline. Tape on offline host
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Getting Started Exiting SANsurfer FC HBA Manager

LUN Icons and Text

The FC/CNA HBA tree indicates the LUN number (LUN n). For example:
LUN (0)
LUN icons indicate the following:
LUN online.
LUN on offline host.

Exiting SANsurfer FC HBA Manager

To exit the SANsurfer FC HBA Manager user interface, choose one of the following options:
On the SANsurfer FC HBA Manager main window, open the File menu and
then click Exit.
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On the SANsurfer FC HBA Manager main window, click the Close button
Press ALT+X.

Getting Help

This section provides information about:
“Viewing the Help System” on page 5-13 “Specifying the Help Browser” on page 5-14 “Viewing SANsurfer FC HBA Manager Tool Information” on page 5-15
in the upper right corner.
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Viewing the Help System

You can view the application online help for the SANsurfer FC HBA Manager at any time using one of the following methods:
To view the application help from the main window, point to the Help menu
on the menu bar and click Browse Contents. The application help opens in the browser you selected using the Set Browser Location option (see
page 5-14). The help window displays a navigation pane on the left and a
topic pane on the right. From the navigation pane, select one of the following tabs to locate the information you want to display:
Contents – Displays a list of topics organized by task, much like the
Table of Contents in this user's guide. This list also includes book icons that open and close to show and hide topics related to the book title. Click a closed book icon to open it and display its list of topics. Click an opened book icon to close it and hide its topics. Click the title of any book or topic to display its content in the topic pane.
Index – Provides an alphabetically arranged list of key words. To jump
to a keyword, start typing it in the text field. Click any index entry to display a related topic in the topic pane. If a keyword has more than one topic associated with it, a pop-up menu opens, displaying a list of related topics you can select.
Getting Started
Getting Help
Search – Provides access to all topics contained in the application
help using advanced search capabilities. Type one or more keywords in the text field, then press ENTER. The search tool lists all topics that meet your search criteria. Select any topic to display its contents in the topic pane.
NOTE:
The search tool accepts Boolean expressions (such as AND, OR, and NOT), as well as nested expressions. It also accepts exact strings
entered between quotation marks. It does not support wild cards.
To view help related to a specific wizard screen, click the Help button,
located at the lower-right corner of the dialog box. The appropriate topic opens in a separate window. To view the navigation pane, click the Show button, located in the top-right corner of the topic pane. The page replaces the Show button with a Hide button, which you can click to close the navigation pane without closing the topic window.
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Getting Started Getting Help

Specifying the Help Browser

Follow these steps to specify the Web browser (Internet Explorer or Firefox, for example) that SANsurfer FC HBA Manager launches when you open the help system (see “Viewing the Help System” on page 5-13):
To specify a browser:
1. On the SANsurfer FC HBA Manager main window, open the Help menu, and then click Set Browser Location. The Browser Location dialog box opens (Figure 5-3).
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Figure 5-3 Browser Location Dialog Box
2. In the Browser Location box, type the location of the browser program file. Be sure to specify the path and file name.
If you do not know the location, click Browse to open a file selection dialog box and select the browser program file. The Browser Location dialog box shows the new browser path and file name.
3. When you finish choosing your browser, do one of the following:
To save the browser location to the SANsurfer FC HBA Manager
configuration file, click OK.
To close the Browser Location dialog box without making changes,
click Cancel.
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Getting Started
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Viewing SANsurfer FC HBA Manager Tool Information

The About box shows the product version number and QLogic copyright information.
To view information about SANsurfer FC HBA Manager:
1. On the SANsurfer FC HBA Manager main window Help menu, click About.
The About SANsurfer FC HBA Manager window opens (Figure 5-4).
Getting Help
Figure 5-4 About SANsurfer FC HBA Manager Window
This window provides the following information:
High Availability Edition version number.
Copyright information.
2. To close the About window and return to the SANsurfer FC HBA Manager main window, click OK.
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Getting Started Setting SANsurfer FC HBA Manager Security
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Setting SANsurfer FC HBA Manager Security

SANsurfer FC HBA Manager security ensures that adapter configuration changes require password authorization. SANsurfer FC HBA Manager prompts for the password when you change the following:
Adapter parameters Flash BIOS Adapter driver Failover configuration Persistent configuration data Port configuration LUN configuration Device replacement Password (when you want it changed)
You can change the SANsurfer FC HBA Manager access password for any host connected to your system for which you have administrator or root privileges.
NOTE:
The default SANsurfer FC HBA Manager access password is located in the readme.txt file. To ensure that security is not compromised, change this password after installation.
To set the tool access password for a host:
1. In the SANsurfer FC HBA Manager main window FC/CNA HBA tree, select the host for which you want to set the tool access password.
2. Click the Security tab. The Security page opens (Figure 5-5). The host name appears at the top of the page.
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Setting SANsurfer FC HBA Manager Security
Figure 5-5 Security Page
3. Under Host Access, verify that you have administrator or root privileges for the selected host by entering the system login and password you use to access the machine:
a. In the Login box, type the login name that has administrator or root
privileges on the host you selected.
b. In the Password box, type the login password associated with the
login name.
4. Under Application Access, modify the SANsurfer FC HBA Manager access password:
a. In the Current Password box, type the current password.
b. In the New Password box, type the new password.
c. In the Verify New Password box, type the new password again to
confirm the new password.
5. Do one of the following:
To update the tool access password, click Apply.
To delete the typed entries on the Security page, click Clear Fields.
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Getting Started Setting the Warning Display Option

Setting the Warning Display Option

You can configure SANsurfer FC HBA Manager to display warning messages when specific conditions occur.
To set the warning display option:
1. To access the Options dialog box, choose one of the following methods:
On the SANsurfer FC HBA Manager main window, open the Settings
menu, and then click Options.
Right-click the FC/CNA HBA tree, and then on the shortcut menu, click
Options.
Press CTRL+SHIFT+T.
The Options dialog box opens (Figure 5-6).
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Figure 5-6 Options Dialog Box: Warning Displays
2. Under Warning Displays, do one of the following:
If you want the warning dialog boxes to appear, select the Enable
Warning Displays check box. Enabled is the default.
If you do not want the warning dialog boxes to appear, clear the
Enable Warning Displays check box.
3. When you finish making selections, do one of the following:
To save the changes and close the Options dialog box, click OK.
To close the Options dialog box without saving any changes, click
Cancel.
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Setting the Configuration Change Option

Setting the Configuration Change Option
SANsurfer FC HBA Manager keeps current the devices and the LUNs that the adapter shows. When cables are pulled, devices are hot-plugged into the SAN, or devices are removed, SANsurfer FC HBA Manager generates a configuration event in the HBA Event Log.
To set how SANsurfer FC HBA Manager handles configuration changes:
1. To access the Options dialog box, choose one of the following methods:
On the SANsurfer FC HBA Manager main window, open the Settings
menu, and then click Options.
Right-click the FC/CNA HBA tree, and then on the shortcut menu, click
Options.
Press CTRL+SHIFT+T.
The Options dialog box opens (Figure 5-7).
Getting Started
Figure 5-7 Options Dialog Box: Configuration Change
2. Under Configuration Change, do one of the following:
To have SANsurfer FC HBA Manager automatically update to the new
configuration, click Apply Configuration Changes Automatically.
If another host has made configuration changes that need to be updated in this configuration, a message appears, stating “Would
you like to refresh the Configuration for Hostname: <hostname/ip_address>.” Click OK.
If you want to decide whether to update to the new configuration, click
Confirm Configuration Change Applies.
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Getting Started Setting Application Event Log Options
If a configuration change occurs, a message appears, stating “Would
you like to refresh the Configuration for Hostname: <hostname/ip_address>.” Do one of the following:
To refresh the configuration, click Yes.
To not update to the new configuration, click No. The old
configuration remains unchanged. To update to the current configuration, manually connect and disconnect the host.
If you want to ignore the configuration change, click Ignore
Configuration Changes. The old configuration remains unchanged.
To update to the current configuration, manually connect and disconnect the host.
NOTE:
Selecting Ignore Configuration Changes disables the Refresh button on the main window.
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3. When you finish making selections, do one of the following:
To save the changes and close the Options dialog box, click OK.
To close the Options dialog box without saving any changes, click
Cancel.

Setting Application Event Log Options

Follow these steps to set the maximum number of events the Application Event Log can list and the types of logging events recorded.
NOTE:
See the SANsurfer FC HBA Manager Application Help for information about viewing the Application Event Log.
To set event log options:
1. To access the Options dialog box, choose one of the following methods:
On the SANsurfer FC HBA Manager main window, open the Settings
menu, and then click Options.
Right-click the FC/CNA HBA tree, and then on the shortcut menu, click
Options.
Press CTRL+SHIFT+T.
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Getting Started

Setting the HBA Event Log Option

The Options dialog box opens (Figure 5-8).
Figure 5-8 Options Dialog Box: App Event Log
2. Under App Event Log, type the number of events that the event log can list in the Log Size box. The range is 20 to 200 events; the default is 20 events.
3. If you want to enable logging of informational events, select the Log Informational Events check box.
4. If you want to enable logging of warning events, select the Log Warning Events check box.
5. When you finish making selections, do one of the following:
To save the changes and close the Options dialog box, click OK.
To close the Options dialog box without saving any changes, click
Cancel.
Setting the HBA Event Log Option
Follow these steps to set the number of events the HBA Event Log can list.
NOTE:
For information about viewing the HBA Event Log, see “Viewing and Managing the HBA Event Log” in the help system.
To set HBA Event Log options:
1. To access the Options dialog box, choose one of the following methods:
On the SANsurfer FC HBA Manager main window, open the Settings
menu, and then click Options.
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Getting Started Setting the HBA Event Log Option
Right-click the FC/CNA HBA tree, and then on the shortcut menu, click
Options.
Press CTRL+SHIFT+T.
The Options dialog box opens (Figure 5-9).
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Figure 5-9 Options Dialog Box: HBA Event Log
2. Under HBA Event Log, type the number of adapter events the HBA Event Log can list in Log Size box. The range is 20 to 200 events; the default is 200 events.
3. To automatically export the HBA Event Logs for archiving, select the Auto
Archive check box.
Auto Archive specifies that when the HBA event log is full, it is exported to
the Applications folder as a file named event_hba_archive.txt. The text file is an open-ended file that is appended to when the HBA event log size is reached, one entry at a time with the oldest entry first. Supported file formats include Comma Separated Value (CSV) and 8-bit Unicode Transformation Format (UTF-8) text.
The process of archiving events occurs without user intervention as long as the Auto Archive check box is selected.
4. When you finish making selections, do one of the following:
To save the changes and close the Options dialog box, click OK.
To close the Options dialog box without saving any changes, click
Cancel.
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Getting Started
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Setting Up Automatic Notification by E-mail

Setting Up Automatic Notification by E-mail
You can automatically send event notifications—along with a copy of the current host configuration—by e-mail to a distribution list, thus enabling the information to be opened and analyzed from other locations. Adapter event notification through e-mail is available only with servers running the SMTP agent.
NOTE:
For information about viewing notifications received by e-mail, see “Viewing an Adapter Event Notification Received by E-mail” in the help system.
To set up automatic notification by e-mail:
1. To access the Email Settings dialog box, choose one of the following options:
On the SANsurfer FC HBA Manager main window, open the Settings
menu and then click Email.
Press CTRL+SHIFT+M.
The Email Settings dialog box opens (Figure 5-10).
Figure 5-10 Email Settings Dialog Box
2. To enable e-mail notification, select the Enable Alarm Notifications over Email check box.
3. In the Server box, type the host name or an IP address of the SMTP server accessible on the local network.
4. In the Login box, type the login information.
5. In the Password box, type the password.
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Getting Started Setting the Configuration Policies
6. In the Email Addresses list, type one or more e-mail addresses to be notified. Enter one e-mail address for each line.
7. Under Notification Options, select the check boxes for the notifications that you want to send:
Information Alarms Unknown Alarms Warning Alarms Bad Alarms Attach Host Configuration (sends the current host configuration)
8. To verify that e-mail notification is operable, click Test. If successful, a message states that the e-mail was sent successfully. Check the e-mail addresses for the e-mail.
9. When you finish making selections, do one of the following:
To save the changes and close the Email Settings dialog box, click OK.
To close the Email Settings dialog box without saving any changes,
click Cancel.
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Setting the Configuration Policies

You can set the policies for sharing devices and LUNs among hosts. A device or LUN is shared when more than one host in the FC/CNA HBA tree has access to the device or LUN. Only hosts that appear in the FC/CNA HBA tree are checked for shared access to a device or LUN.
To set the configuration policies:
1. To access the Policy Settings dialog box, choose one of the following options:
On the SANsurfer FC HBA Manager main window, open the Settings
menu, and then click Policies.
Press CTRL+SHIFT+P.
The Policy Settings dialog box opens (Figure 5-11).
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Getting Started
Setting the Configuration Policies
Figure 5-11 Policy Settings Dialog Box
2. Device sharing checking occurs each time a configuration change is made to a device. Under Options for sharing devices among host(s), complete the following:
To disable device sharing checking, clear the Check for shared
devices (targets) among host(s) check box.
To enable device sharing checking, select the Check for shared
devices (targets) among host(s) check box, and then select one of
the following policies:
Do not allow selected device to be configured (no device
sharing allowed).
This policy does not allow the selected device to be configured.
If you select this policy and this type of sharing is detected, a warning appears. Do one of the following:
For your system to unconfigure or not configure the device,
click OK.
To view which devices are being shared with hosts that are
conflicting with this policy, click More.
Configure the selected device(s) and disable access from
other hosts.
This policy configures the selected device and disables access to the device from other hosts.
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Getting Started Setting the Configuration Policies
Configure the selected device and display a message if the
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If you select this policy and this type of sharing is detected, a warning appears. Do one of the following:
To disable access to these devices from other hosts that
display in the FC/CNA HBA tree, click OK.
To disable this policy for this instance, click Cancel.
To view which devices are being shared with hosts that are
conflicting with this policy, click More.
device is already configured on another host(s).
This policy configures the selected device and shows a message if the device is configured on another host.
If you select this policy and this type of sharing is detected, a warning appears. Do one of the following:
To disable access to these devices from other hosts, click
OK.
To disable this policy for this instance, click Cancel.
To view which devices are being shared with hosts that are
conflicting with this policy, click More.
Ask these options when a device is configured and sharing
is detected.
If you select this policy and sharing is detected, the Shared Device Found dialog box (Figure 5-12) opens. Click one of the following options:
Do not configure device. Configure and disable access from other hosts. Proceed with device configuration.
To accept your selection, click OK. To not configure the device, click Cancel.
3. LUN sharing checking occurs each time a configuration change is made to a LUN. On the Policy Settings dialog box (Figure 5-11) under Options for sharing LUNs among host(s), complete the following:
To disable LUN sharing checking, clear the Check for shared
(enabled) LUNs among host(s) check box.
To enable device sharing checking, select the Check for shared
(enabled) LUNs among host(s) check box, and then select one of the
following policies:
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Getting Started
Setting the Configuration Policies
Do not allow selected LUN to be enabled (no LUN sharing
allowed)
This policy does not enable the selected LUN.
If you select this policy and this type of sharing is detected, a warning appears. Do one of the following:
For your system to unconfigure the LUN, click OK.
To view which LUNs are being shared with hosts that are
conflicting with this policy, click More.
Configure the selected LUN(s) and disable access from
other hosts.
This policy configures the selected LUN and disables access to the LUN from other hosts.
If you select this policy and this type of sharing is detected, a warning appears. Do one of the following:
To disable access to these LUNs from other hosts that
display in the FC/CNA HBA tree, click OK.
To disable this policy for this instance, click Cancel.
To view which LUNs are being shared with hosts that are
conflicting with this policy, click More.
Enable the selected LUN and display a message if the LUN is
already enabled on another host(s).
This policy enables the selected LUN and shows a message if the LUN is enabled on another host.
If you select this policy and this type of sharing is detected, a warning appears. Do one of the following:
To disable access to these LUNs from other hosts, click
OK.
To disable this policy for this instance, click Cancel.
To view which LUNs are being shared with hosts that are
conflicting with this policy, click More.
Ask these options when a LUN is enabled and sharing is
detected.
If you select this policy and sharing is detected, the Shared Device Found dialog box opens (Figure 5-12). Click one of the following options:
Do not configure device. Configure and disable access from other hosts.
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Getting Started Setting the Configuration Policies
Proceed with LUN configuration.
To accept your selection, click OK. To close the Shared Device Found dialog box without configuring the device, click Cancel.
4. To save your settings and close the Policy Settings dialog box, click OK.

Forbidden Sharing of Devices or LUNs

If you set a policy in which the sharing of devices or LUNs among hosts is not permitted and SANsurfer FC HBA Manager detects sharing, the Shared Device Found dialog box opens (Figure 5-12).
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Figure 5-12 Shared Device Found Dialog Box
To configure shared devices:
1. Select one of the following options:
Click Do not configure device to prevent device configuration.
Click Configure and disable access from other hosts to configure
the device for this host only.
Click Proceed with device configuration to continue configuring the
device.
2. Click More to view the Shared Components dialog box, as in Figure 5-13.
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Getting Started

Specifying the Adapter Driver Settings

Figure 5-13 Shared Components Dialog Box
3. Click the shared device or LUN in the left column to view the shared hosts in the right column.
4. To close the Shared Components dialog box and return to the Shared Device Found dialog box, click OK.
5. To close the Shared Device Found dialog box, click OK.
When SANsurfer FC HBA Manager updates the configuration to reflect configuration changes made by another host, the “configuration
change - reloading” message appears. Click OK.
Specifying the Adapter Driver Settings
NOTE:
If you are using the IOCTL module with inbox drivers in Red Hat 4.0, the driver settings are disabled. The driver settings are also disabled if you are using sysfs supported inbox drivers with SLES 10.0.
When you set adapter driver parameters, specify the following:
Target: Display Options. Indicates that only targets configured using
SANsurfer FC HBA Manager are seen by the system.
Target Binding Options. Indicates that the driver binds the target ID using
the target's world wide port name (WWPN) or port ID.
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Getting Started Specifying the Adapter Driver Settings
To set the adapter driver parameters:
1. In the SANsurfer FC HBA Manager main window FC/CNA HBA tree, select the adapter.
2. Click the Settings tab to open the adapter driver Settings page (Figure 5-14). (Figure 5-15 shows the same page for Linux only.)
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Figure 5-14 Settings Page (Adapter Driver)
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