PolyServe® Matrix Server Installation Guide PolyServe® Matrix Server 3.4.0 for Windows Matrix Database Solution Pack for SQL Server 3.4.0 Matrix File Serving Solution Pack for CIFS 3.4.
Copyright © 2004-2007 PolyServe, Inc. Use, reproduction and distribution of this document and the software it describes are subject to the terms of the software license agreement distributed with the product (“License Agreement”). Any use, reproduction, or distribution of this document or the described software not explicitly permitted pursuant to the License Agreement is strictly prohibited unless prior written permission from PolyServe has been received.
Contents 1 Configuration Information Supported Hardware . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Supported HBA Drivers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Server Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Network Configuration Requirements . . . . . . . . . . . . . . . . . . . . . . . . . Matrix SAN Configuration Guidelines . . . . . . . . . . . . . . . . . . . . . . . . .
Contents iv Install and Start the Management Console. . . . . . . . . . . . . . . . . . 35 3 Install Solution Packs Install MxDB for SQL Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Installation Procedure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Install MxFS for CIFS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1 Configuration Information PolyServe is continually expanding its supported hardware and operating system configurations. For the latest information, see the PolyServe Hardware and Software Compatibility Guide on the PolyServe Web site.On the Web site, click Support, and then click Compatibility. http://www.polyserve.com Supported Hardware The following hardware can be used in a Matrix Server matrix.
Chapter 1: Configuration Information 2 Supported HBA Drivers Before you install Matrix Server, we recommend that you install a supported HBA driver on the servers that will be in the matrix. See the PolyServe Hardware and Software Compatibility Guide for the supported drivers. If you do not install one of these drivers, the operating system will select the default driver, which has not been validated with Matrix Server.
Chapter 1: Configuration Information 3 • Matrix Server has been verified with the English locale. NOTE: To ensure that file times are consistent across the matrix, it is recommended that all matrix servers operate with synchronized time-of-day clocks. An NTP server is one commonly used mechanism for synchronizing system clocks. Network Configuration Requirements Networks used with Matrix Server should be configured as follows: • Each network interface card (NIC) must be on a separate physical network.
Chapter 1: Configuration Information 4 Matrix SAN Configuration Guidelines Following are guidelines for configuring the matrix SAN to be used with Matrix Server: • When the matrix is configured for fabric fencing, arrays must operate in fabric or switch-attached mode (not arbitrated-loop-only devices). This requirement does not apply for non-fabric fencing configurations.
Chapter 1: Configuration Information 5 See Chapter 1 of the Matrix Server Administration Guide for more information about supported matrix configurations. Also see “Administrative Considerations” in Chapter 2 for information about SAN restrictions. NOTE: You can attach a matrix server to other SANs that are not under Matrix Server control. These SANs can include tape drives and non-PSFS filesystems. You can use Windows utilities or other applications to access these devices and filesystems.
2 Install PolyServe Matrix Server This chapter describes how to perform a new installation of PolyServe Matrix Server on servers running Microsoft Windows. Contents of the Matrix Server Distribution The Matrix Server distribution contains the following files: • MxS_3.4.0..msi. The Matrix Server software package. The software is available in 32-bit and 64-bit versions. Be sure to install the version that corresponds to your operating system. • MxConsole_3.4.0..msi.
Chapter 2: Install PolyServe Matrix Server 7 The doc folder also contains these documents: – license.txt. The End User License Agreement. – thirdpartylicense.pdf. Third-party licenses for software included in Matrix Server. – readme.txt. The readme file for Matrix Server. Supported Operating Systems The supported operating systems for Matrix Server 3.4.
Chapter 2: Install PolyServe Matrix Server Action Description Set up the DNS hostname. Each server must be able to resolve its hostname in DNS. Configure the server for WINS clients. This step is needed only if the server will be accessed by WINS clients. Install a firewall (optional). If you will be installing a firewall, ensure that the service ports required by Matrix Server are open. Install an HBA driver. Install a supported HBA driver that is appropriate for your server. Reboot the server.
Chapter 2: Install PolyServe Matrix Server 9 If you will be using a client PC outside the matrix to administer your matrix, you will also need to install the stand-alone Management Console package on that PC. 1. Set Up the DNS Hostname Each server running Matrix Server must be able to resolve its hostname in DNS. Matrix Server uses the first address returned by DNS as the server’s name in the matrix. If you are using dynamic DNS, we recommend that you choose one public NIC to set up as a DNS client.
Chapter 2: Install PolyServe Matrix Server 10 2. Configure the Server for WINS Clients WINS clients may be unable to access multi-homed matrix servers (servers having multiple NICs) if NetBIOS and Microsoft client/server network bindings are enabled on all interfaces. These settings should be enabled only on publicly-reachable (routeable) interfaces.
Chapter 2: Install PolyServe Matrix Server 11 6. Install Emulex HBA API Libraries This step is needed only if your servers use Emulex HBAs. The HBA API libraries are provided with the HBAnyware package, which is included in the HBA driver download. To ensure that the correct libraries are available for Matrix Server, you will need to install the HBAnyware package on each server that will be in the matrix. 7.
Chapter 2: Install PolyServe Matrix Server 12 When you configure the matrix later in this procedure, you can select the fencing method that you want to use: • FibreChannel Switch-based fencing (also called “fabric fencing”). When a server needs to be fenced, Matrix Server disables the server’s access in the FibreChannel fabric. • Web Management-Based Fencing via Server Reset/Shutdown (also called “server-based fencing”).
Chapter 2: Install PolyServe Matrix Server 13 • For McDATA switches, each server should be placed in a separate zone with its storage. Also, domain-wide RSCNs should be disabled. • For Cisco switches, each server should be placed in a separate zone with its storage. • If the servers are connected to switches in multiple fabrics, the physical ports on each switch must be assigned to unique domain IDs.
Chapter 2: Install PolyServe Matrix Server 14 NOTE: When using WLDM to manage your SAN disks, be sure to set the disk type to “Basic.” If the disk type is currently set to “Dynamic,” right-click on the disk and select “Convert to Basic disk.” Matrix Server will not be able to access your SAN disks if the disk type is set to “Dynamic.” Matrix Server supports both MBR basic disks and GPT basic disks. For MBR basic disks, you can use either primary partitions or extended partitions with logical drives.
Chapter 2: Install PolyServe Matrix Server 15 This can be done either by rebooting the servers after you make the partition table changes, or by manually disabling the ports on the FibreChannel switch that connect the servers to the SAN. If using the second method, disable the ports before making the partition table changes, and then reenable the ports afterwards.
Chapter 2: Install PolyServe Matrix Server 16 • Storage check: Host Bus Adapters, drivers, and settings. • Miscellaneous check: other checks such as the non-paged pool setting. To run mxcheck, insert the Matrix Server CD into the CD drive or go to the directory where you downloaded the product and then double-click the file mxcheck.exe. Output from the utility appears on the screen and is also written to the Application Log section of the Event Viewer.
Chapter 2: Install PolyServe Matrix Server 17 15. Configure the Matrix You will be asked for the following information: • The IP address or hostname of each server that will be in the matrix. • The location of your Matrix Server license file. • A secret network key that provides security for network communications among the matrix servers. • An administrative password for configuring the matrix.
Chapter 2: Install PolyServe Matrix Server 18 When the Authentication Parameters window dialog appears, type admin for both the user and password and then click OK. The Configure Matrix window now appears. You will need to specify information on the tabs in this order: General Settings, SAN & Fencing, Storage Settings, Matrix Wide Configuration. General Settings Tab This tab asks for general information needed for matrix operations. Copyright © 1999-2007 PolyServe, Inc. All rights reserved.
Chapter 2: Install PolyServe Matrix Server 19 1. License. Matrix Server can be used with either a temporary or a permanent license, which is provided in a separate license file. (This file must be present on the server that you are using to connect to the PolyServe Management Console.) To install the license, click the Change License File button. Type the location of the license file or use the Browse button to locate it.
Chapter 2: Install PolyServe Matrix Server 20 2. Secret Network Key. This password is required. It provides additional security for network communications among the matrix servers. To set this key, click the Set Secret Network Key button. You can enter anything you want for this password, up to 127 characters in length. NOTE: If more than one Matrix Server matrix is running on the same subnet, be sure that each matrix has a different Secret Network Key.
Chapter 2: Install PolyServe Matrix Server 21 4. Cluster Administrative Traffic Protocol. Select either multicast or unicast mode. Multicast mode is recommended; however, if your network configuration does not allow multicast traffic through the network, you will need to use unicast mode. When you have completed the fields on the General Settings tab, go to the SAN & Fencing tab.
Chapter 2: Install PolyServe Matrix Server 22 Select your storage type and, for FibreChannel, specify the fencing method that you want to use. (ISCSI storage must use web managementbased fencing.) Copyright © 1999-2007 PolyServe, Inc. All rights reserved.
Chapter 2: Install PolyServe Matrix Server 23 FibreChannel Switch-Based Fencing Complete the following on the SAN & Fencing tab: 1. SAN Switches. Specify the hostnames or IP addresses of the FibreChannel switches that are directly connected to the nodes in the matrix. Click Add, and then specify the hostname or IP address of the first FC switch. Repeat this procedure to specify the remaining FC switches, including cascading switches. 2. SNMP Community String.
Chapter 2: Install PolyServe Matrix Server 24 The Remote Management Controller tab asks for information about the controllers associated with your servers. 1. Remote Management Controller Vendor. Select the vendor for your Remote Management Controller. For an IBM Blade Center, also specify the Blade slot. 2. Remote Management Controller ID. Specify how Matrix Server should identify the Remote Management Controller associated with each server. Use one of the following methods.
Chapter 2: Install PolyServe Matrix Server 25 different vendors. This method must also be used for IBM BladeCenter servers. – Select “Cluster-wide Pattern” and then specify the common naming scheme that you are using for the Remote Management Controllers (either a hostname suffix or an IP address delta, as described below). Hostname Suffix. Specify the common suffix to append to each server name to determine the associated Remote Management Controller name.
Chapter 2: Install PolyServe Matrix Server 26 1. Shared configuration. Select the appropriate options. • Vendor and type selections apply to all servers. This option is enabled by default. Remove the checkmark if your Remote Management Controllers are from different vendors or if, in the case of IBM Remote Management Controllers, some are associated with IBM BladeCenter servers and others are not. • Login shared by all servers.
Chapter 2: Install PolyServe Matrix Server 27 2. Fencing Action. When a server needs to be restricted from the SAN, Matrix Server can either power-cycle the server or shut it down. Select the method that you want to use. If you have FibreChannel-connected storage and want to configure your FibreChannel switches into the matrix, go to the Switch Information tab. (This step is optional; however, if the switches are configured the PolyServe Management Console can display the switch ports used by the SAN.
Chapter 2: Install PolyServe Matrix Server 28 Repeat this procedure to specify the remaining FC switches, including cascading switches. 2. SNMP Community String. The default SNMP community string for Matrix Server is private. If you want to use a custom community string, enter the appropriate value here. The SNMP community string must be set to the same value on Matrix Server and on the SAN switches configured above. When the SAN & Fencing tab is complete, go to the Storage Settings tab.
Chapter 2: Install PolyServe Matrix Server 29 1. Membership Partitions. Matrix Server uses a set of membership partitions to control access to the SAN and to store the device naming database, which includes the global device names that Matrix Server assigns to the SAN disks placed under its control. You will need to select the LUN or disk partitions that should be used as membership partitions. Note the following: – LUNs must already be partitioned as described in step “11.
Chapter 2: Install PolyServe Matrix Server 30 Matrix Server can use either one or three membership partitions. To ensure that a membership partition is always available, we strongly recommend that you select three partitions. To create a membership partition, click Add. The Add Membership Partition window then lists all of the disks or LUNs that it can access. Select a disk or LUN for the first membership partition.
Chapter 2: Install PolyServe Matrix Server 31 NOTE: Hardware snapshots are supported only on Hewlett-Packard StorageWorks Enterprise Virtual Array (EVA) storage arrays. The latest version of the HP StorageWorks Scripting System Utility (SSSU) must be installed on all servers in the cluster in order for HP EVA snapshots to work. To locate this utility, go to www.hp.com, select Software & Driver Downloads, and search for “HP StorageWorks Command View EVA Software.
Chapter 2: Install PolyServe Matrix Server 32 The configuration is then installed on the server that you are using to connect to the Management Console. You will then be asked whether you want to start the matrix on that server. If you configured Web management-based fencing, answer No. Otherwise, answer Yes. Go to the Matrix-Wide Configuration tab. Matrix Wide Configuration Tab This tab is used to export the matrix configuration to the other servers that will be in the matrix.
Chapter 2: Install PolyServe Matrix Server 33 Repeat this procedure to add the remaining servers to the Address column. 2. Export the configuration. Click Select All to select all of the servers in the Address column. Then click Export. The Last Operation Progress column will display status messages as the configuration is exported to each server. If you are using Web Management-based fencing, you may be asked for additional information about each server.
Chapter 2: Install PolyServe Matrix Server 34 The installation is now complete. See the PolyServe Matrix Server Administration Guide or the PolyServe Management Console online help for information about configuring the matrix components. Test the Fencing Configuration The Test Fencing button on the Matrix Wide Configuration tab can be used to verify that the fencing configuration is correct for each server. This feature is particularly useful for Web management-based fencing.
Chapter 2: Install PolyServe Matrix Server 35 Install and Start the Management Console To install the stand-alone Management Console, locate the file MxConsole_3.4.0..msi on the distribution CD or in your download location. Double-click the file and then run the Installation Wizard. To start the stand-alone Management Console, select Start > Programs > PolyServe > Matrix Server Console. Copyright © 1999-2007 PolyServe, Inc. All rights reserved.
3 Install Solution Packs This chapter describes how to perform new installations of the MxDB for SQL Server and MxFS for CIFS Solution Packs. NOTE: Be sure to install the versions of the Solution Packs that correspond to your operating system. Install the 32-bit version of the Solution Packs on the 32-bit operating system, and install the 64-bit version of the Solution Packs on the 64-bit operating system.
Chapter 3: Install Solution Packs 37 Install MxFS for CIFS Prerequisites Before installing MxFS for CIFS, you will need to install PolyServe Matrix Server on each node in the matrix. Installation Procedure The MxFS for CIFS Solution Pack must be installed on each server in the matrix that will be providing file shares. To install the product, insert the product CD into the CD drive or go to the location where you have downloaded the software. Then double-click the file MxFS_3.4.0..
4 Uninstall Matrix Server and Solution Packs Uninstall Matrix Server To uninstall the Matrix Server package, select Start > Programs > PolyServe Matrix Server > Uninstall to start the Uninstall Wizard. When you select Remove, you can choose to retain or delete your existing Matrix Server configuration files. You can also use the Windows Add/Remove Programs feature to remove the PolyServe Matrix Server application; however, this method will remove the Matrix Server configuration files.
Chapter 4: Uninstall Matrix Server and Solution Packs 39 NOTE: If you will be uninstalling the Matrix Database Solution Pack for SQL Server and then reinstalling it, you will need to reboot the server before reinstalling the Solution Pack. Copyright © 1999-2007 PolyServe, Inc. All rights reserved.
