Pre-installation Checklist (PiCL)

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Oct 31, 2013 (4 years and 13 days ago)

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Pre
-
i
nstallation
Checklist

(PiCL)

SANmelody, SANsymphony,
&
Traveller


CUSTOMER:


Customer Name



DATACORE CERTIFIED IMPLEMENTATION ENGINEER
:


DCIE Name





Not
e
: This entire document is DataCore Confidential. Access should be limited to the end

user
(Customer), Authorized DataCore Professional Services provider and DataCore Software Corporation.

Disclaimer


Important Note:

Any review or approval of implementation and test plans that

we provide

is intended as a
check point only
.


It is provided as a courtesy and may not be relied upon as providing any assurance that
errors or other problems will not arise if these plans are followed. The information included in any
implementation or test plan is the exclusive responsibility of t
he users of those plans, and DataCore shall
have no liability for or in connection with any implementation that is performed other than by DataCore.

ALL FORMS, MATERIALS
, ADVICE, REVIEWS, A
PPROVALS AND OTHER I
NFORMATION THAT WE
MAY PROVIDE TO YOU R
EGARDING

ANY IMPLEMENTATION,
TEST, OR PLANS FOR E
ITHER, OUR
SOFTWARE OR ANY OTHE
R TECHNICAL MATTER A
RE PROVIDED TO YOU B
Y DATACORE AND
YOU ACCEPT THEM “AS
IS” AND “WITH ALL FA
ULTS”, AND NEITHER D
ATACORE NOR ITS
SUPPLIERS MAKE ANY E
XPRESS OR IMPLIED RE
PRESENTATION,

WARRANTY OR
ENDORSEMENT REGARDIN
G THEM

AND SHALL HAVE NO LI
ABILITY FOR THEIR US
E OR
APPLICATION. ALL SUC
H WARRANTIES (INCLUD
ING ANY IMPLIED WARR
ANTIES OF
MERCHANTABILITY, NON
-
INFRINGEMENT, FITNES
S FOR A PARTICULAR P
URPOSE AND
AGAINST HIDDEN DEFEC
TS) AND
LIABILITY ARE HEREBY

DISCLAIMED TO THE FU
LLEST
EXTENT PERMITTED BY
LAW.



Copyright

Copyright © 2000
-
2010

by DataCore Software Corporation. All rights reserved.


DataCore, the DataCore logo, SANsymphony, SANcentral, DataCare are trademark
s of DataCore
Software Corporation. Other DataCore product or service names or logos referenced herein are
trademarks of DataCore Software Corporation.


All other products, services and company names mentioned herein may be trademarks of their respective
o
wners.



Document Version


Pre
-
Install Checklist Change Summary

Date

Original post

July 31, 2009

Added support f or 2008 R2, FAQ 1377 f or AIM FTP,
disk size ref erences f or dif f erent PSP lev els.

December 16, 2009

Added disclaimer

May 17
, 2010

Remov ed items f rom legacy operating sy stems and DataCore v ersions

August 2
6, 2010

Table Of Contents


1 INTRODUCTION

1

Purpose:

1

Components:

1

2 PRE
-
INSTALLATION CHECKLI
ST

2

General Storage

Domain Server Readiness

2

Local Storage

6

Fibre Channel Storage and Switch Zoning

Error! Bookmark not defined.

Storage Area Network, Fibre Channel (FC) and iSCSI

Error! Bookmark not defined.

General Application Server Readiness

7

DataCore Licens
es

8

3 INSTALLATION REPO
RT

9

Installation of Storage Server1

9

Installation of Storage Server2

9

Installation of Storage Server3

10

Miscellaneous

Error! Bookmark not defined.

4 POST
-
INSTALLATION CHECKLI
ST

11

Post
-
Installation Tasks

11



Installation Checklist

DataCore Confidential
-

Installation Checklist


1


1 Introduction


Purpose:

This document
serves two purposes:

-
1
-

It
is
a g
uide for the professional services

engineer to
plan for and
deploy a SANmelody,
SANsymphony
or Traveller
solution. This

document
includes the
pre
-
installation checklist, installation
notes or observations, and post
-
installation tasks. The
professional se
rvices
engineer should use this
document to assure

that the installation is complete
and that all in
stallation steps and tasks have been

performed in the correct order.

-
2
-

On completion of the

document,
the Functional Test plan

and support

bundles
provide
d establishes an
initial baseline for the deployment. This provides DataCore Technical
Support with
useful
information that
can be used to help resol
ve any incidents that occur after
the
professional services

engineer has left the
site.

Components:

The
pr
e
-
installation
checklist

should be completed
to verify that
all components of the SAN

and storage

server
platform

are ready for a
SANmelody, SANsymphony or Traveller
software

installation.

Instructions on how to verify LAN connections to other Storage
Ser
vers
and

application servers
,
readiness of local storage to be
presented
to the SAN, and verification of proper zoning of any Fibre
Channel storage used are provided. Perform this checklist immediately before installing
SANmelody,
SANsymphony or Traveller
on a server. Any discrepancies found during the performance of this checklist
must be resolved
and noted in the Installation Report (Section 3 of this document)
prior to installing the
software.

The
Installation Report

is to be used to note any discrepanci
es, errors, problems or other observations
occurring during the installation of the software.

The

Post
-
Installation

Tasks
are

completed to assure that the customer and the environment are ready
for production: licenses activated, customer’s admin
istrator
s
are registered for support, etc.

The completed Installation Checklist document should be attached to the corresponding installation
incident in the DataCore Customer Support Incident Database, along with any supporting documentation
including but not limit
ed to support bundles (one from each
Storage Server
) and
the

completed
Functional
Test Plan
.


Installation Checklist

DataCore Confidential
-

Installation Checklist


2


2
Pre
-
Installation
Checklist


General
Storage
Domain

Server

Readiness


What to Do




Comments


1

Write down the Incident number where Customer
Information fil
es have been uploaded to.



2

Review Site Planning Checklist to assure that it
matches
the

current environment.



3

Inspect the Server and verify the minimum
required
number of Fibre Channel

(FC)

HBAs

and/or iSCSI ports,
and

ethernet ports
for communicat
ion.

Refer to
www.datacore.com
> Products>(

choose
SANmelody or SANsymphony)>
Prerequisites
.



4

Boot the server and enter the
HBA

BIOS utility. Verify the
BIOS
& Firmware
revision

level
for
each

HBA is
meets
the
lat
est system requirements (See FAQ 283).

Ensure that the BIOS defaults are set.

Verify adapter WWN with Network Diagram.



5

Confirm

with Customer the names for the
Storage Server
s
and that they are compliant (no spaces
, underscores
,
less
than 15
character
s

etc.)

(See FAQ 9).

Change names now, if necessary before the installation.



6

Boot the OS on the server and logon to the server as
local
Administrator.

Run
Control Panel>System
,
note the following items
:



Version of Windows (2008

SP
2

or
2008
R2
,
Std or
Ent,
etc.)



32bit
or 64
bit



Service Pack Installed



Computer Name



Number of

processors



Physical RAM Configured

Select
Server Manager > Roles
and verify that the
Storage Server

is
not a domain controller
.



7

C
onsult
Technical Bulletin #7
a on FAQ 578

to
obta
in the
desirable Page Table Entries (
PTE
s
)
and

non
-
paged pool
(NPP)
for
32bit Windows
.

Use TB#7b for non
-
paged pool
considerations if using 64bit.




Installation Checklist

DataCore Confidential
-

Installation Checklist


3


8

DataCore recommends installing on a clean install of
Windows.
Inspect installed programs and service
s for
the
installation of other storage management applications that
may conflict with
the DataCore products
. Also, the un
-
installation of these applications may not properly remove
all of their drivers and services. If these applications are
found on the
system, it is recommended that the OS be
re
-
installed. Places to look for indication of these apps
include:



Programs & Features

(from the Control Panel)



Services (from
Computer Manager or Component
Services
)



Event Viewer
-

Apps not completely removed may
cause errors posted here.

This does not include configuration software required to
configure storage arrays.



9

Create Local Admin Account
and use the s
ame account
name and password for all
Storage Server
s.



1
0

Confirm network connectivity between
the
DataCore

servers and

with

application servers
.

In the case of iSCSI and AIM implementations,
check
required

IP ports
are
open
.


Veri fy browse by net work name not j ust IP address.

Use
Tracert t o veri fy hops.



1
1

St orage
Hi gh Avai l abi l i t y (LUN Bal anci ng
and
multi
-
p
athing) drivers.

SANmelody: See FAQ 876

SANsymphony & Traveller See FAQ 1302.
If using
DataCore’s LUN Distribution feature refer to
the Online
Help Guide.

NOTE: After installing
DataCore
check

with
a
served
virtual volume
that all paths are s
till visible for above
setups.




1
2

If iSCSI will be used for
DataCore

Mirroring, assure that
the MS iSCSI
Software Initiator is
enabled

prior to
installing DataCore software

via Control Panel > iSCSI
initiator and unblock the firewall.



1
3

For AIM imp
lementations, verify there is local Windows
disk partition space available for use as AIM Source and
Destination buffers.

Make sure buffers are on fast disk.

Also if AIM will be implemented now or in the future,
determine if the site will use
SMB

or
FTP
.
If
FTP will

be
used, assure that the IIS
FTP

is installed
on the AIM
destination server
before installing
SANmelody or
SANsymphony.

If usi ng Wi ndows 2008 R2 see FAQ
1403.



1
4

Di sabl e t he Wi ndows Aut omat i c Updat es

i n order t o avoi d
unexpect ed reboot s.



15

Configure

UPS scripts in case power is lost to avoi
d
double failures and loss of data

in the DataCore cache.
Please refer to FAQ 705.




Installation Checklist

DataCore Confidential
-

Installation Checklist


4

17

Time Synchronize the Storage Servers and application
servers
.



18

Configure monitoring on the Storage Server
s for Errors or
Warning as per FAQs 979 & 1174. Also
configure

the
Storage Servers to automatically collect perfmon logs and
send alerts in the event that physical storage starts to
degrade using the instructions in the online help topic
“Monitoring for L
ong I/O Metrics
”.




Installation Checklist

DataCore Confidential
-

Installation Checklist


5


Switch Zoning and SAN Storage


Any Fibre Channel (FC)
or iSCSI
storage subsystem on the SAN that is to be
presented

by a
Storage Server

must be exclusively owned by that
Storage Server
. This is accomplished via switches used to zone

the
storage to a particular
Storage Server

(or to a logical group (region) of
Storage Server
s)

and also via the
storage configuration itself.
The zoning may be of the Port zoning type or of the Name
-
server type
(preferred)
and may ultimately consist of a

combination of both techniques (hardware and software).

DataCore recommends that each switch have at least 3 dedicated zones for storage, mirroring and
application server connections. The storage server is the only device connecting the 3 zones. In iSC
SI
SANs, the principle of zoning is accomplished via impl
ementation of VLAN or subnets
.

Verify the proper zoning by performing the following actions:

The standard
manufacturer’s

driver must be installed and running in order for the
Storage Server

to see
th
e
FC
-
attached

storage. This driver will be
automatically replaced during

SANsymphony
,

SANmelody or
Traveller
installation.


What to Do




Comments


1

Verify that the Storage Area Network is configured as
described in the
‘Site Planning Checklist & Custo
mer
Information’
(SPCL)
document
.




2

Verify that the
Storage Server

that will own the zoned
s
torage sees it as local storage.




3

Verify that this storage is NOT seen by any other
Storage
Server
s on the SAN, unless
specifically designed in the
SPCL.




4

Verify that this storage is NOT seen by any of the
application servers on the SAN.




5

Check FAQ 1277 for any known issues



6

Verify that the LEDs of all ports of the Fibre Channel or
TCP/IP switches and hubs connected to Storage Servers,
applica
tion servers, and storage indicate a healthy
network.




7

Label Cables as appropriate





Installation Checklist

DataCore Confidential
-

Installation Checklist


6


Storage Verification


What to Do




Comments


1

In order for the Storage Server to present storage, that
storage must first be visible to the Storage Server’s
W
indows platform.

In order for the storage to be used in Thin Provisioned
Storage Pools, the disks (or LUNs) must not have any
partition
geometry

and only a
Windows disk
signature
(disk initialization)
written via Disk Management

and be of
GPT type
.

See FA
Q 1313.


If using protected partitions, in order for the storage to be
used, the disks (or LUNs) must be initialized as MBR (and
NOT GPT type).


Run
Disk Management

and verify that all local storage
to be presented is seen.



2

Important Note
: It is adv
isable to
always

verify your
storage network configuration *
before
* installing the
DataCore product. Identifying storage network issues
*before* introducing the DataCore storage software can
save a lot of troubleshooting time. For instance, in iSCSI
impl
ementations, consider using a network performance
tool such as IOMeter (
http://www.iometer.org/
) or iPerf
(
http://dast.nlanr.net/Projects/Iperf/
)


both free
so
urceforge utilities


to generate a load on the network
between the application server nodes and presumed
DataCore storage server nodes. Confirm the load can be
maintained without errors or excessive collisions.

Refer to FAQ 1266 for performance considera
tions.



3

Check and follow

any
RAID Controller Configuration
Notes (E.g. Se
rveRAID, PERC, HP P
-
series
)







Installation Checklist

DataCore Confidential
-

Installation Checklist


7


General Application Server Readiness


What to Do




Comments


1

Verify that the following are Data
Core q
ualified as listed
on FAQ 283
:



Application S
erver operating system



Application Server multipath software



HBA in the application server

and/or
-



The iSCSI initiator driver used



The Storage Server HBA


Note:

Check FAQ

578

for Technical Bulletin

updates

and apply any recommended configuration

changes.



2

Verify the WWN
’s

(FC) or iqn
’s

(iSCSI)
are

the same as
documented in the

SPCL
.



3

Before installing the DataCore product, confirm that
networking i
s correctly configured, particularly if you are
implementing iSCSI with:




NIC team
ing (
refer to FAQ 1300
)



10G
B

Ethernet



VLANs




4

Copy a file from the application server to a file share on
the Server which will become the Storage Server
and

verify connec
tivity

and ability to write to it
.





Installation Checklist

DataCore Confidential
-

Installation Checklist


8



DataCore

License
s




What to Do



Comments

1

Verify the licenses are available and ready for use.

Open
all license files using Notepad and verify that it is the
correct license required to perform the
Functional
Test
Plan
.


Note
s
:

At sites where multiple storage servers are to
be installed, carefully inspect the licenses to
assure that the correct license (and proper
optional products) are associated with and
installed on the proper storage server.



If
the

instal
lation involves upgrading one or
more storage servers (with customer
configurations in place) with optional products
or capacity, assure that the upgrade license(s)
are properly associated (i.e. serial number /
WWN / license number) with the existing serve
r
to preserve the configuration information.
Use
the online help guide for instructions on how to
upgrade a license.


On existing installs, t
he storage server serial
nu
mber may be found on:

SANmelody

-

clicking on the Storage Server
node (in mmc) and obse
rving the field labeled
serial number in the upper right
-
hand pane.

SANsymphony



pelecting eelpI About in
pAkcentral


NOTE
:

There are
NO

conditions under which
temporary or NFR licenses are to be used on a
customer site.




2

Confirm you have the latest
version of the software, with

latest

PSP’s, Updates, etc.

aownload from the
aataCore
pupport site as necessary
.


cAn NON4 for pAksymphony

or Traveller
I NOOT for
pAkmelody





Installation Checklist

DataCore Confidential
-

Installation Checklist


9


3 Installation Report

Fill in a

block for each
Storage Server
.

Copy and Past
e as necessary if additional blocks are required.

Installation of
Storage Server
1


Topic




Comments


1

Name of
Storage Server




2

Ports


Naming and Parameters



3

Target

Ports
C
onfirm
application server
-
f
acing
FC or
iSCSI Target
Ports are set to “
Target
-
Only


& “Disable
Port While Stopped


See FAQ 1105 f or det ai l s.



4

Cons ul t Tec hni c a
l Bul l et i ns f or any s pec i f i c
r ec ommendat i ons or r equi r ement s f or t he Appl i c at i on
Ser ver s ( s uc h as XenSer ve r
,

vSpher e

or MS Cl us t er s
).

See FAQ 578.



5

Installation Process Comments &
Notes







Installation of
Storage Server
2


Topic




Comments


1

Nam
e of
Storage Server



2

Ports


Naming and Parameters



3

Target Ports


C
onfirm
application server
-
f
acing FC or
iSCSI Target Ports are set to “Target
-
Only” & “Disable
Port While Stopped


See FAQ 1105 f or det ai l s.



4

Cons ul t Tec hni c al Bul l et i ns f or an
y s pec i f i c
r ec ommendat i ons or r equi r ement s f or t he Appl i c at
i on
Ser ver s ( s uc h as XenSer ve r
,
vSphere

or MS Clusters).

See FAQ 578.



5

Installation Process Comments & Notes







Installation Checklist

DataCore Confidential
-

Installation Checklist


10


Installation of
Storage Server
3


Topic




Comments


1

Name of
Storage Server




2

Ports


Naming and Parameters



3

Target Ports


C
onfirm
application server
-
f
acing FC or
iSCSI Target Ports are set to “Target
-
Only” & “Disable
Port While Stopped


See FAQ 1105 f or det ai l s.



4

Cons ul t Tec hni
c al Bul l et i ns f or any s pec i f i c
r ec ommendat i ons or r equi r ement s f or t he Appl i c at
i on
Ser ver s ( s uc h as XenSer ve r
,
vSphere

or MS Clusters).

See FAQ 578.



5

Installation Process Comments & Notes








Installation of Storage Server N


Topic




Comments


1

Name of Storage Server



2

Ports


Naming and Parameters



3

Target Ports


C
onfirm
application server
-
f
acing FC or
iSCSI Target Ports are set to “Target
-
Only” & “Disable
Port While Stopped


See FAQ 1105 f or det ai l s.



4

Cons ul t Tec hni c al Bul l et i ns f
or any s pec i f i c
r ec ommendat i ons or r equi r ement s f or t he Appl i c at
i on
Ser ver s ( s uc h as XenSer ve r
,
vSphere

or MS Clusters).

See FAQ 578.



5

Installation Process Comments & Notes









Installation Checklist

DataCore Confidential
-

Installation Checklist


11


4

Post
-
Installation Checklist


Post
-
Installation

Tasks


What to Do




Comments


1

Execute
Functional Test Plan
.



2

Activate License Keys (SANmelody only)
. Logon as ‘The
Administrator’ to activate.



3

Take support bundle data

on all
Storage Server
s



4

Review DataCore Technical Support procedures
(FAQ
1322)
and polic
ies

(FAQ 1270)
with Customer
.



5

Ask

Customer
’s

Storage Administrator(s)

to register
for
support
.



6

Signed
Customer Successful
Completion
.



7

U
pdate documents in
‘Customer Information’
Installation
Incident

noted in Step 1 of General Readiness Secti
on
.