EMC® CLARiiON® CX3-20fSetup Guide

P/N 300-004-207REV. A02

Notice

Copyright © 2006-2007 EMC Corporation. All rights reserved.Published July, 2007

EMC believes the information in this publication is accurate as of its publication date. However, the information is subject to change without notice.

THE INFORMATION IN THIS PUBLICATION IS PROVIDED “AS IS.” EMC CORPORATION MAKES NO REPRESENTATIONS OR WARRANTIES OF ANY KIND WITH RESPECT TO THE INFORMATION IN THIS PUBLICATION, AND SPECIFICALLY DISCLAIMS IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE.

Use, copying, and distribution of any EMC software described in this publication require an applicable software license.

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All other trademarks used herein are the property of their respective owners.

1

Overview

Some functions described in this document may not be supported by all revisions of the software or hardware currently in use. For the most up-to-date information on product features, refer to your product release notes.

A basic CLARiiON® CX3-20f storage system contains the following:

• A storage processor enclosure (SPE3) with two storage processors (SPs) and redundant power/cooling. Each SP includes both Internet SCSI (iSCSI) and Fibre Channel host data ports.

• At least one disk-array enclosure (DAE3P) with a minimum of five Fibre Channel disk modules.

• Two standby power supplies (SPS).This guide explains how to install and initialize a CX3-20f in a Windows environment. It describes the major steps involved in adding storage-system hardware (sometimes called an array) to an existing storage configuration, or creating a new environment of servers and storage. Those steps include:

• Preparing your site, planning the network configuration, and verifying your environment to avoid pitfalls and address potential obstacles to a successful installation before you encounter them

• Connecting to a management station and initializing the system using a utility that assigns network and security characteristics to each SP and IP addresses to iSCSI data ports

• Readying every server that will connect to the storage system, then establishing physical and virtual connections between the storage system and servers

• Verifying the system and failover configurations

Once your system is up, initialized, and running, you should refer to other sources for information on planning or implementing data storage. The Documentation and Resources for CX3-Series Storage Systems CD that shipped with the storage system includes detailed documents related to the storage system. The most recent versions of relevant documents, including software release notes, are available in the Documentation/White Paper Library section of the Powerlink® site (http://Powerlink.EMC.com).

2

Overview continued

If you do not already have a Powerlink account, we strongly recommend that you go to http://Powerlink.EMC.com and set one up immediately. The Powerlink website is your portal to the latest documentation and troubleshooting information, user-customized documentation specific to your configuration, and utilities and wizards required for the installation, such as the E-Lab™ Interoperability Navigator and the Navisphere® Service Taskbar. Use the search feature to navigate the website.

If you are installing the CX3-20f in an environment other than Windows (such as AIX, Linux, HP-UX, or Solaris), the Powerlink website contains configuration and installation information for those operating systems, including the EMC Installation Roadmap for CX3-Series, CX-Series, AX-Series and FC-Series Storage Systems. The roadmap provides detailed checklists of installation procedures for supported storage-system environments, and lists the documents you will need to complete each task.

3

Preinstall - Step 1Prepare the site

1. Verify that your facility has adequate network wiring to provide each storage processor (SP) with a management port Ethernet connection.

2. Confirm that your facility has appropriate electrical wiring in place to accommodate your installation’s power cables. To support all of the storage system’s high-availability features, you must receive power from at least two discrete circuits.

Detailed technical specifications for CX3-series systems, including AC power requirements, are available on the Powerlink website.

3. Have a Windows host available that you can connect to the same subnet as the storage system’s management ports. You can use this host:

• To initialize the storage system

• To run the Navisphere® Service Taskbar

• As a Navisphere management station

The management station can be any Windows host with the required Java runtime environment (JRE), or a Windows host set up as an off-array station (manager) as described in the Navisphere Manager help available in the Documentation/White Paper Library section of the Powerlink site.

4. You must provide the following:

❒ CAT 5 or better Ethernet LAN RJ45 cables (one per SP) for storage-system management connections

❒ Fibre Channel optical cables (six maximum per SP) for server Fibre Channel HBA or Fibre Channel switch connections

4

Preinstall - Step 2Plan network connections

With your network administrator, determine the IP addresses and network parameters you plan to use with the storage system. You must have this information to set up and initialize the system.

You manage the storage system through a dedicated LAN port on each storage processor. These two ports must share a subnet with the host you use to initialize the system. After initialization, any host on the same network and with a supported browser can manage the system through the management ports.

Record network information for your system on the worksheet below. Your network administrator should provide most of this information; for more information, refer to your configuration planning guide.

For your convenience, the worksheet includes fields for username, password, and storage-system serial number. You can determine and assign these values later.

Storage-system management port informationPort IP address Port subnet mask Default gateway

SP A _____._____._____._____ _____._____._____._____ _____._____._____._____ SP B _____._____._____._____ _____._____._____._____ _____._____._____._____

The management ports must connect to the same subnet as the host used to initialize the system. Do not use: 128.221.1.248-255, 192.168.1.1, or 192.168.1.2

username _______________________ password ___________________________storage system serial number ___________________________

5

Preinstall - Step 3Verify the environment

Use the E-Lab Interoperability Navigator to make sure that EMC supports all the installed or intended components of your server environment.

Verify a server configuration with the E-Lab InteroperabilityNavigator

1. From your web browser, go to the Powerlink site (http://Powerlink.EMC.com/) and log in.

If you are not registered with Powerlink, you will need to register and create a username and password.

2. Select E-Lab Interoperability Navigator from the Tools menu on the right side of the home page.

3. Select Launch E-Lab Interoperability Navigator, and then select the Wizards tab.

4. Select the Storage Array Wizard from the drop-down menu

a. For each step of the wizard, provide the requested information based on what you intend to attach to your storage system.

The wizard displays only those options that EMC supports.

Select FC-AL for a direct Fibre Channel connection, or FC-SW for a switch/network connection.

To display fields in the right column of a step, select an item in the left column.

b. After you have entered all the requested information, select Base Connectivity on the right side of the page to generate a detailed configuration report.

The report contains important information such as required hot fixes, available patches, and the supported version of the Microsoft iSCSI initiator. You should print a copy of the report for later use.

c. Close the report.

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Preinstall - Step 3 continuedVerify the environment

5. Select the SOE and Software Wizard from the drop-down menu on the Wizards tab.

6. Provide the information that the wizard requests. The wizard generates a report listing all the PowerPath® versions compatible with your version of FLARE® software; if your PowerPath version is not listed, you will need to upgrade to a supported version.

A separate one-sheet document that specifies the version of FLARE software installed on your CX3-20f shipped with the storage system.

You will install PowerPath (or a PowerPath upgrade) later, as part of Install Step 7 in this guide. If any other element of your projected storage-system environment does not comply with the configuration support detailed by the E-Lab Interoperability Navigator, correct the invalid configuration before continuing with your storage-system installation.

7. Repeat Step 4 through Step 6 in this section for every server that will connect, either directly or through a switch, to your new storage system.

8. Once you have verified that your environment will support the CX3-20f storage system, continue with the next step.

7

Install - Step 1Install the storage system in a rack or cabinet

Install the storage system in a rack or cabinet

If necessary, use the EMC Rails and Enclosures (CX3-10 Class and “CX3-20 Class Storage Systems) Field Installation Guide (on the CX3-series documentation CD) to install the storage system, first disk enclosure (sometimes called the "DAE3P-OS," or "vault"), and SPS in a rack or cabinet. Then skip the remainder of this step and proceed with "Power up" (page 11).

EMC strongly recommends that you setup the base installation and confirm its error-free operation before you add more, optional DAE3P disk enclosures.

If your storage system was previously installed in a cabinet, verify the back-end and power connections, and connect to site power sources as described below in the remainder of Step 1.

Verify storage-system back-end connections

If your system was previously installed in a cabinet, verify the bus (loop) cabling for the SPE3 and your DAE3Ps.

The CX3-20f SPE3 supports a single redundant Fibre Channel back-end (BE) bus (0). The two independent loops from SP A and SP B are paired, and share access to the same dual-port disks.

The back-end port on each SP connects to the corresponding primary (PRI) port on the first DAE3P in the loop; SP A connects to the PRI port on link control card A (LCC A), SP B connects to LCC B. The DAE3P expansion (EXP) ports connect to the next PRI ports in their loops. The CX3-20f can support 8 DAE3Ps (120 disks).

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Install - Step 1 continuedInstall the storage system in a rack or cabinet

Verify power settings and connections

1. Verify that the cabinet master switches on the power distribution panels (PDP) are in the off position.

2. Verify that the power switch on each standby power supply (SPS) is off.3. For high availability, verify that the A and B power cords in each enclosure are

connected to different power strips.

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Install - Step 1 continuedInstall the storage system in a rack or cabinet

4. Verify that all power connections are correct and fully seated (see the figure on page 10).

• Standby power supply A (SPS A) connects to the SPS serial port (marked with a battery symbol) on SP A; SPS B connects to the serial port on SP B.

The AC power cord for SP A connects to SPS A; the SP B cord connects to SPS B.

• The SPSs connect to separate power distribution units (PDUs) in the cabinet.

Power/cooling module A in the first DAE3P (EA 0, bus 0) connects to SPS A; power/cooling module B in the first DAE3P connects to SPS B.

• Subsequent DAE3Ps connect directly to the cabinet’s PDUs. Power/cooling modules A and B connect to different PDUs.

Connect the cabinet to a power source

Connect the cabinet AC power cables to the power outlets in your facility.

In general, EMC cabinets use two 240-volt AC cables. Connect power cables on either side of the cabinet to different branch circuits. Connecting to only one branch circuit will degrade the system’s high availability.

Some cabinet configurations may exceed the 24A derating that a single pair of power sources/branch circuits supports. These configurations use a second pair of PDPs (the upper two in your cabinet). Since each active PDP requires a separate power source, a fully configured cabinet uses a total of four 240V branch circuit source connections, as shown in the figure on the next page.

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Install - Step 1 continuedInstall the storage system in a rack or cabinet

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11

Install - Step 2Power up

1. Turn on the power switch for each standby power supply (SPS).

2. Turn on the master switch/circuit breakers for each cabinet/rack power strip.

The storage system can take 30 to 45 minutes to complete its first powerup. Amber warning lights will flash during power on self-test (POST) and then go off.

The front fault light and the SPS recharge lights commonly stay on for several minutes while the SPS units fully charge.

If any amber lights on the front or back of the storage system remain on for more than 45 minutes, make sure the storage system is correctly cabled and then refer to the CX3-series troubleshooting flowcharts on the Powerlink site. If you cannot determine any reasons for errors, contact your authorized service provider.

12

Install - Step 3Connect the management station

Use CAT 5 or better Ethernet cables to connect each SP to a network shared by the host from which you will manage the storage system (the management station).

To initialize the storage system you will need a host connected to the same subnet as the storage system’s SP. This host can be the management station.

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13

Install - Step 4Initialize the storage system

Use the Navisphere Storage System Initialization Utility to configure the management network interfaces for the storage system’s SPs.

Requirements for initialization

Make sure you have the following:

❒ A Windows host on the same subnet as the storage system’s management ports. This host can also be a server and is often your management station.

❒ The completed configuration planning worksheets from the planning section of this guide (page 4).

❒ The CLARiiON Core Server Support CD that shipped with the storage system.

We recommend that you install and run the initialization utility on a host, but you can run this utility directly from the CLARiiON Core Server Support CD.

Install the initialization utility on a Windows host on the same subnet as the storage system. Insert the CD and follow the instructions to Install Products on Server.

14

Install - Step 4 continuedInitialize the storage system

Run the Storage System Initialization Utility on the host

After the storage system is fully powered up for the first time, you must run the initialization utility to set management network parameters for the storage system so that you can manage it over the LAN.

1. Before continuing, make sure that the storage system is powered up, that each SP power light (rear of enclosure) is steady green, and that no amber lights are blinking.

2. Start the initialization utility. From the toolbar, selectStart > Programs > EMC > Navisphere > Navisphere Storage SystemInitialization

3. After you read and accept the license agreement, the utility automatically scans the subnet for storage systems. When the discovery operation is complete, the utility lists all uninitialized and initialized CLARiiON storage systems that it found. Uninitialized systems are identified by hardware serial number.

On a CX3-20f storage system, the hardware serial number (TLA S/N) is located on a blue vertical label on the far left side of the chassis behind the front bezel (front panel), as shown below. To remove the front bezel, unlock it, and then press the latches on its front sides and pull the bezel toward you.

If the discovery operation did not find the storage system that you are installing, verify that the storage system’s management ports are properly cabled to the LAN on which the host resides. The storage system and host must both reside on the same subnet.

4. From the Uninitialized Systems list, select the serial number of the storage system to initialize and click Next.

5. Use your completed worksheets to provide all the information the utility requests.

When finished, the utility will reboot the storage system.

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15

Install - Step 5Register the storage system for service

To receive software updates and service for your storage system, you must register the system with your service provider using the Storage System Registration wizard. The wizard is part of the Navisphere Service Taskbar (NST), which runs only on a Windows host.

The Storage System Registration wizard asks you several questions about your service provider contact and the site where the storage system is installed. It sends this information and basic storage-system configuration details to your service provider either directly over the Internet or using email. If you do not have an Internet connection, the wizard lets you save the registration information to a file, which you can send to your service provider.

We strongly recommend that you register your storage system with your provider now. If you decide not to register your storage system at this time or you do not have Internet/email, you can still run the wizard to collect the data and send it to your service provider at a later time. If you do not register now, you may spend significantly more time registering it later.

1. Download the Navisphere Service Taskbar from the CLARiiON tools page on the Powerlink site. Install it on a Windows host that is connected to the same network as both the storage-system management ports and the Internet. (This can be your management station.)

2. Start the Navisphere Service Taskbar.

3. In the taskbar’s navigation pane, select the Hardware Registration tab.

4. In the tab’s navigation pane, select Register Storage System to start the Storage System Registration wizard.

5. Follow the steps in the wizard to provide contact and storage-system information to your service provider.

6. Leave the Navisphere Service Taskbar running, as you will need it in future steps.

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Install - Step 6Update software

Your storage system shipped from the factory with the latest version of FLARE software available at that time. Use the Software Assistant wizard to determine whether you need to install a FLARE operating environment (OE) patch. If you purchased optional SnapView™, MirrorView™, or SAN Copy™ software, use the wizard to install enabler software for those products.

The Software Assistant wizard is part of the Navisphere Service Taskbar. To install an enabler, you will need the enabler CD from the optional software kit.

Installing a FLARE OE patch

1. If you do not have the Navisphere Service Taskbar running:

a. Download the Navisphere Service Taskbar from the CLARiiON tools page on the Powerlink site. Install it on a Windows host that is connected to the same network as the storage-system management ports.

b. Start the Navisphere Service Taskbar.

2. In the taskbar’s navigation pane, click the Software Assistant tab.3. In the assistant’s navigation pane, click Prepare for Installation.

4. In the welcome page, select Download software only. The wizard determines the revision of software installed on the system and notifies you of any required patches or newer releases.

5. Select and download any software that you want to install, and click Finish.

6. Select Install Software to install any patches or software that you downloaded in the previous step, and to install any enablers that you ordered with your system.

Once you have checked for updates and installed software, proceed to the next step.

17

Install - Step 7 Prepare the Fibre Channel servers

To prepare each server connected (directly or through a switch) to the storage system Fibre Channel ports:

• Install Fibre Channel host bus adapters (HBAs) and their drivers.

• Install failover software (such as PowerPath software) on the servers connected to the storage system.

• Install the Navisphere Server Utility.

• If you installed the SnapView and/or SAN Copy enabler on the storage system, install admsnap and/or admhost software on any hosts that will use SnapView or SAN Copy.

Install HBAs and drivers

On each server, install HBAs, the appropriate drivers, and any required driver updates (such as service packs, hot fixes, or patches). Use the instructions in the manuals that shipped with the HBAs or that are available on the HBA vendor’s website. Be sure to reboot the server after the driver installation or update is complete.

Install failover (path management) software

If you have path management software other than PowerPath, install it on each server as described in the software documentation. Install PowerPath on each server as follows:

1. Locate the PowerPath CD and license key that came with the PowerPath kit.

Each server connected to the CX3-20f requires a separate PowerPath license.

2. Insert the CD into the server’s CD drive to begin the installation.

3. Follow the instructions in the installation wizard, accepting the defaults.

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Install - Step 7 continued Prepare the Fibre Channel servers

Install the Navisphere Server Utility

You will use the Navisphere Server Utility later to register the server HBAs with the storage system. If you have not already installed the server utility from the CLARiiON Core Server Support CD, install it now, accepting all the defaults.

Install admsnap and/or admhost software

If you installed the SnapView and/or SAN Copy enabler on the storage system, then the servers that use SnapView require admsnap software and the servers that use SAN Copy require the admhost software. To install this software from the CLARiiON Core Server Support CD, insert the CD and follow the instructions to Install Products on Server. (For detailed instructions, refer to the EMC CLARiiON Server Support Products for a Windows Server Installation Guide.)

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Install - Step 8 Set up Fibre Channel switches

If your configuration includes Fibre Channel switches, install or upgrade any switch software or patches on those connected to the storage system and the servers. (If your configuration does not include a switch, skip this step.)

"Ease of Use" switches

Use the "Ease of Use" zoning wizard to guide you through setting up the switch, cabling, and zoning the hosts to the storage system.

If you use the zoning wizard, skip the next step (Step 9) of this guide and continue with "Register the Fibre Channel HBAs" on page 21.

Standard switches

Install the switch and set the switch's IP address. For instructions, use the installation manuals that shipped with the switch or that are available on the switch vendor’s website. The next section will guide you through cabling and zoning your switch.

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Install - Step 9 Connect Fibre Channel data ports

Use fiber-optic cables to connect the storage-system fibre data ports to the server.

If you used an “ease of use” zoning wizard in Step 8, skip this step and continue with "Register the Fibre Channel HBAs" on page 21.

1. Plug the cables into the Fibre Channel front-end ports (marked 0 Fibre, 1 Fibre, 2 Fibre...5 Fibre) on the SPs.

2. Connect the free end of each fiber-optic cable:

• For a direct configuration between storage system and server, connect the cables to Fibre Channel HBA ports as shown below.

• For a switch configuration between storage system and server, connect the cables to Fibre Channel switch ports

Applications such as MirrorView/A, MirrorView/S, or SAN Copy software may restrict or require the use of certain SP ports. Refer to the application documentation for specific cabling information.

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Install - Step 9 continued Connect Fibre Channel data ports

Zone switches

If your configuration uses Fibre Channel switches without hard-wired zones, zone them now. We recommend that you use single-initiator zoning, which limits a zone to a single HBA port with one or more storage-system SP ports. Make sure that each HBA is zoned to at least one port on each SP.

Install - Step 10 Register the Fibre Channel HBAs

On each server that uses a Fibre Channel host bus adapter, run the server utility to register the HBAs with the storage system.

1. Start the server utility:

Start > Programs > EMC > Navisphere > Navisphere Server Utility

2. Select Register this server to all connected storage systems, and click Next.

3. Click Next to send the server information to the storage system.

4. Click Finish to exit the utility.

The utility sends the initiator records for the HBA initiators in the server to each storage system that is connected to the server.

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Install - Step 11Verify the storage-system and high-availability

configuration

Check storage-system health

To determine if a storage system’s parts are operating correctly, use the Verify Storage System wizard, which is part of the Navisphere Service Taskbar.

1. Start the Navisphere Service Taskbar.

2. In the taskbar, select the Hardware Maintenance tab.

3. In the tab’s navigation pane, select Verify Storage System, and follow the steps in the wizard.

4. Enter the IP address or hostname of an SP in the storage system, and follow any instructions.

5. Review the report that the wizard generates, and if it lists any problems try to resolve them.

For problem-solving assistance, see the troubleshooting flowcharts for the CX3-series storage systems on the Powerlink site.

Verify your high-availability configuration

Use the server high-availability feature in the Navisphere Server Utility to verify that your configuration is highly available (each HBA has at least one active path to each storage processor), and that path management software, such as PowerPath, is installed and running.

On each server that you plan to connect to the storage system:

1. Start the Navisphere Server Utility from the CLARiiON Core Server Support CD.

2. Select Verify Server High-Availability to generate a report of the host’s environment.

3. Review the generated report to confirm that your server configuration is highly available.

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Install - Step 12Install CLARalert

CLARalert® software monitors your storage system’s operation for error events and automatically notifies your service provider of any error events by email.

CLARalert software requires:

• A monitor station, which is a host running a supported Windows operating system. The monitor station cannot be a server (host connected to storage-system data ports), and it must be on the same network as your storage-system management ports.

• A portal system, which is a storage system running the required FLARE Operating Environment (OE) version. For required versions, refer to the CLARalert release notes on the Powerlink site (http://Powerlink.EMC.com/).

If you do not have an existing monitor station - You can create a monitor station by installing CLARalert software on a Windows host.

If you have an existing monitor station running CLARalert software - You can upgrade the CLARalert software on the monitor station.

If you have an existing monitor station running Event Monitor - You can install CLARalert software on the monitor station.

To install or update CLARalert remote services

1. From the Windows host that is or will be the monitor station:

a. Log in to Powerlink and navigate to the CLARiiON Tools page.

b. In the install section of this page, click the CLARalert link and run the CLARalert installation wizard.

If your Powerlink view does not contain a CLARiiON tools page or a CLARalert link on this page, your service provider can install the CLARalert software.

2. Follow the steps in the wizard. Use the information from the completed CLARalert Worksheet in the guide for planning your storage-system configuration. You can generate the worksheet from the plan section of the user-customized documentation page for CX3-series storage systems on the Powerlink site, or view it on the Documentation and Resources for CX3-Series Storage Systems CD.

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Install - Step 13Next Steps

Set up a Navisphere domain

The first time you log in to the storage system, you will be prompted to add the storage system to a Navisphere domain. If this is the first storage system, create a new domain. If there are additional storage systems you can create a new domain or add it to an existing domain.

Commit software

If no new updates were installed during step 6, the FLARE software will need to be committed.

Open Navisphere Manager and right-click the storage system; click Properties, then the software tab.

If the software needs committing, click the Commit button.

Set cache settings

To set the cache settings, open Navisphere Manager, right-click the storage system and choose Properties. On the Memory tab set the read cache to 210 MB and then allocate the remainder to write cache; then click Apply.

On the cache tab, place a check in each of the read and write boxes, set the watermark settings to 60% for low and 80% for high and click Apply.

Enable Access Logix

If more than one server will connect to the storage system, you must enable Access Logix. To enable Access Logix, open Navisphere Manager and right-click the storage system; click Properties and then the storage access tab; next check the Access Control Enabled box and click Apply.

Add DAE3P hardware

To add DAE3P enclosures to a newly initialized CX3-20f storage system, use the Install Disk Array Enclosure wizard in the Navisphere Service Taskbar or use the DAE setup guide located on the CX3-series documentation CD.

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Install - Step 13 continuedNext Steps

Allocate storage

To provide storage to hosts, you need to create RAID groups, LUNs, and storage groups. For more information refer to the user manuals or Navisphere Manager online help. To run the storage allocation wizards, select the Storage Management tab from the Navisphere Taskbar.

If you need help

To plan your entire installation, generate a customized configuration guide from the Powerlink website or refer to the non-customized version on the Documentation and Resources for CX3-Series Storage Systems CD. These guides provide detailed background material, planning rules, and worksheets for planning RAID types, replication and data mobility options, LUNs, and file systems.

• For questions about technical support and service, contact your service provider.

• For questions about upgrades, contact your local sales office.