InveStore 4.0 Quick Start Guide

InveStore 4.0
Quick Start Guide
Pegasus Disk Technologies, Inc.
© 2002 Pegasus Disk Technologies, Inc.
CONTENTS
Quick Start Installation Guide and Introduction ...........................................1
What You Need ............................................................................................ 2
Installation ...................................................................................................3
System Startup ............................................................................................. .5
InveStore Enterprise .....................................................................................6
Attaching a Logical Drive. ............................................................................7
Mounting or Premounting a Volume Set ..................................................... .8
Formatting a Volume Set ........................................................................... 10
Unmounting a Volume Set ......................................................................... 13
Testing the Storage System ........................................................................ 15
Registering and Activating InveStore ........................................................ 16
Receiving Technical Support...................................................................... 17
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Quick Start Installation Guide and Introduction
Welcome to the InveStore Storage Management Software 4.0
Quick Start Installation Guide. This Guide explains how new
users can quickly install, test, activate, and begin using the
InveStore 4.0 Storage Management Software.
New Features and Functionality
InveStore 4.0 makes use of the Microsoft Management
Console (MMC) modules for its interface architecture. This
allows the InveStore interface greater functionality, easy
Snap-in of MMC compliant modules, and provides seamless
integration with the Windows NT and Windows 2000
operating systems.
Volume Sets is one of the significant new features of the
InveStore 4.0 Storage Management Software. Creating a
Volume Set uses a process of combining individual disk
cartridges within a library device and making them appear to
be a single contiguous volume.
Details of these new features as well as information about
Managing the Storage System, Optimization, InveStore 4.0 as a
Windows Service, and Trouble-shooting can be found in the
InveStore 4.0 User Manual (available by selecting the option
from the InveStore folder). Or you may use the Help system
within the Console itself.
NOTE: This guide assumes that you have obtained storage hardware
and a Windows server with adequate resources and have installed
them according to the manufacturer's recommended instructions.
Pegasus takes no responsibility for the proper installation of hardware.
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Quick Start Installation Guide
What You Need
Before you begin the Quick Start procedures, make sure you
have the following items:
Storage Library
Windows NT/2000 server with Adaptec SCSI interface and
the appropriate system requirements
InveStore installation CD
Blank storage disk for system verification
NOTE:
You must have administrator privileges to install InveStore
under the Windows NT\2000 System.
Minimum System Requirements
Processor
Pentium 133MHz or better
Hard disk space (DASD)
15MB per disk surface for directory
cache files with minimum of 60 MB.
Pagefile = 2 x RAM + 48MB
System RAM a
Workstation - 128MB
Server - 512MB
SCSI card or Fibre Channel interface
hardware with necessary drivers
Adaptec or compatible.
ASPI required with all models
Operating system
NT 4.0 Server or Workstation (SP6a)
Windows 2000 Professional or Server
Microsoft Management Console
MMC v1.2 installed with InveStore
Windows compatible LAN connection
Network interface card and protocols
a. Additional memory will increase system performance.
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Quick Start Installation Guide
Installation
The installation program performs the following basic functions:
Updates the Windows registry to include the appropriate
directory paths and specify the necessary device drivers.
Creates the PDT directories on the magnetic hard drive you
specify, and copies the InveStore program files to this
directory.
Installs MMC if needed.
To install InveStore:
1
Insert the InveStore CD into your Server’s CD-ROM drive. The CD
should autoplay or you may click the Start menu in the lower left
corner of the Windows desktop and use Run to launch Setup.exe.
2
Read the information displayed in the Welcome and Software
License Agreement screens, and click Next. Follow the instructions
displayed for User Information and Destination Location.
3
Next, you will select the Setup Type that you desire to install:
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Quick Start Installation Guide
There are two Setup Types that you will select from in this
screen.
Server/Client: Installs all InveStore program files for local
and remote storage library control, the InveStore MMC snapin modules for the console, and the on-line manuals to your
system.
Client: Installs the InveStore MMC snap-in modules for
remote console control of InveStore storage servers, and the
on-line manuals to your system.
4
Select the Setup Type you desire, and then Next.
5
During the installation, you will be prompted to input your
InveStore software license serial number which is located on the
back of the CD cover. You must input a valid license serial number.
6
InveStore will ask you if you want it to claim the CD/DVD devices,
connected to your server. If you select yes, InveStore will claim and
control all CD/DVD devices. Choosing no will prevent InveStore
from claiming and taking control of your CD/DVD devices.
NOTE:
If you are using InveStore to control a supported CD/DVD
library or tower you will need to choose YES, or no InveStore
CD/DVD drivers will be installed.
7
You will be asked if you would like to install the Adobe Acrobat
Reader if it is not already present on your computer. This program
is required to view the InveStore manuals which are in PDF format.
8
Once the installation process has been completed, you will be
prompted to restart your server. It is necessary to restart your server
at this point to complete the installation process.
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Quick Start Installation Guide
System Startup
For your initial start of the InveStore storage software and for
subsequent restarts when not running as a service, first choose
the InveStore Startup icon from the Pegasus InveStore folder
off the list of Programs on the Start menu.
This will start the storage sub-system and MMC program for the
InveStore console screen.
NOTE:
Once started, the InveStore console may be resized as needed.
To view the InveStore servers that are detected locally or on your
Network, click on the “+’ symbol or the “InveStore Enterprise”
view:
InveStore
Storage
servers on
Network:
NOTE: If the system does not respond to a ready state displaying
servers, access the HELP FILE or see Appendix B Troubleshooting
and Technical Support in the InveStore 4.0 User Manual.
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Quick Start Installation Guide
InveStore Enterprise
The InveStore Storage Management software presents the
storage system and all of its components via an Explorer like
console, with the Enterprise level being the parent view.
From within the InveStore Enterprise level you may access all
of the folders and icons providing the administrator with
management, access, and control for each server in your storage
system:
Enterprise:
Storage server:
Volumes Sets:
Libraries:
Remote storage
servers:
Each view will present to the administrator with action Icons for
functions specific to the current view.
NOTE:
For further details see the HELP FILE or Chapter 2 of the
InveStore 4.0 Users Manual, Navigating the InveStore Console, and
Chapter 3, Managing the Storage System.
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Quick Start Installation Guide
Attaching a Logical Drive
To prepare the InveStore resource for use, you must first attach
a local drive letter to the storage file system so that it may be
accessed transparently.
Attaching a drive is only executed one time. This drive is
automatically re-mapped upon an InveStore system startup. To
assign a drive letter from the Server view tool bar:
Select the Attach Drive letter ICON from the Server view
console tool bar setting.
Displayed is a window from which you will Attach your drive
letter
Choose a Drive letter from the Available window on the right
of this screen and then select Attach
Click OK.
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Quick Start Installation Guide
Mounting or Premounting a Volume Set
To Mount a volume set, or to Premount media (used for
formatting), from the Libraries View select Mount Volume
Set icon:
Libraries
View:
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Quick Start Installation Guide
The Mount Wizard will appear. You will first select the
Library that you want to mount the Volume/Volume Set into.
Leave the wildcard Volume Set name “*”. InveStore will
automatically READ the volumes inserted.
The mail-slot of the library will automatically open. When
prompted, place the disk into the mail-slot of the library.
InveStore will then instruct the transport element to move the
disk from the mail slot and place it into the drive for mounting.
An indicator screen will provide a status of the Mount
progress.
You will be prompted for additional members of a volume set,
if applicable. Place these in the mail slot one at a time as
prompted and then select the “OK” button. Once the process
completes the mounting of all members of the volume set, you
will see the volume(s) displayed under the Volume Set view.
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Quick Start Installation Guide
Formatting a Volume Set
All media must be formatted with the InveStore file system
before data can be written to the storage volumes. The media
must first be “PreMounted” into the library device as discussed
earlier in Mounting or Premounting a Storage Volume earlier
in this Quick Start. Media that may be used in a format are the
media with the following naming convention of:
- !UninitializedVolume: unformatted media.
- !ReusableVolume: media designated for reuse.
- !UnknownFileFormat: formatted with a different file system.
From the Libraries view, select the Format Volume Set icon.
Libraries
View:
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Quick Start Installation Guide
The Format Volume Set wizard is used to initialize all media for
use within the InveStore system.
IMPORTANT NOTE: You will NOT use the front panel buttons on
the library for this procedure.
Select the media type your want to use, WORM or Re-
writable.
Select the library device you are using for the format
operation.
Input a unique volume name for the volume set.
Select Next.
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Quick Start Installation Guide
From this screen you will determine the parameters that you
desire this volume set to be setup under.
Write Order- The Write Order determines the order to which
the volume members are written.
Volume Set Type- Fixed, Manual, or Automatic.
Format Type- At this time this is limited to the Pegasus
WORM file system.
Directory and File Creation Watermark- This setting will
minimize disc thrashing.
Select media to format.
Select Format
An indicator screen will provide a status of the format progress.
Once the format of the volume set has completed, the volume
name will be displayed to the right of the Volume Sets view.
NOTE: For further information on these parameters, see the Help File
system or the Chapter 4 in the User Guide on Volume Sets.
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Quick Start Installation Guide
Unmounting a Volume Set
IMPORTANT NOTE: You will NOT use the front panel buttons on
the library for this procedure.
To Unmount a volume set from the Libraries view (export a
media out of the library or drive), select the Unmount
Volume Set icon:
Libraries
View:
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Quick Start Installation Guide
In the Unmount Wizard, use the Volume Set pull down to
select the volume you want to Unmount:
If you want to track the volume offline, record an offline
location if desired and select Keep Cache. If you don't want to
track the volume offline, click on Delete Cache.
InveStore will instruct the transport element to move the
volume to the mail slot for you to manually remove.
If you've chosen the Keep Cache option, once the unmount
from the hardware completes, the volume will be listed in the
folder contents of the default offline library.
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Quick Start Installation Guide
Testing the Storage System
This section describes how you may test your storage system by
transferring files between the sever hard drive and the volumes
mounted in your storage device.
NOTE:
This test requires that you have formatted volumes already
mounted in the storage device and have ATTACHED a drive letter.
To copy files using the Windows storage server:
1
Using Windows Explorer, locate the attached drive letter and create
a new folder within the test volume name. With the volume name
selected, click on the Explorer File menu, New, and then Folder.
2
Using Windows Explorer, locate a large file on your server hard
drive. Right click on the file and select Copy.
3
Using Windows Explorer, navigate to your new folder name. Right
click on the new folder and select Paste.
4
Compare the size of the file on the storage volume with the size of
the file on the server hard drive. If necessary, select View and then
Details to see the file sizes.
NOTE: If the files do not match or you suspect a problem, see
Appendix B, Troubleshooting of the InveStore 4.0 User Manual.
Once the testing procedure completes successfully, you will
have a working storage file system that is ready to handle
production data.
As you format and mount new volume sets into the system,
InveStore will scan the directory structures into cache for rapid
access by users. To optimize your installation for your own
environment see the HELP FILE or Chapter 3 Managing the
Storage system in the InveStore 4.0 User Manual.
You may now set up your network shares, for sharing the
InveStore cont rol led st orage resource to your cli ent
workstations.
NOTE: For details on setting up your “shares” see the HELP FILE or
Chapter 5, Sharing on a Windows Network in the InveStore 4.0 User
Manual.
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Quick Start Installation Guide
Registering and Activating InveStore
Now that you have successfully installed InveStore, you will
need to register and activate it. InveStore requires activation
within 15 to 30 days after installation and will periodically notify
you of the number of days remaining. If the software is not
activated by the end of this time period, it will cease to function.
This information may be found in the Activation screen accessed
via the Activation option in the InveStore folder:
To register your InveStore product, visit our on-line registration
at the Pegasus web site:
http://www.pegasus-ofs.com/register/
Once you have filled out the on-line information, you will be
emailed an activation code with further instructions.
Reactivating InveStore
If you should need to re-install the InveStore software on your
server, or move the system to another server, the activation will
be nullified. You will need to request a new activation key at:
http://www.pegasus-ofs.com/reactivate/
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Quick Start Installation Guide
Receiving Technical Support
Pegasus offers several avenues to receive Technical Support
assistance.
Pegasus has created a very useful Help File system that is
accessed directly from the InveStore MMC Console or as a
standalone application from \PDT\HELP sub-directory. (The
file is InveStore.hlp) This program accesses a knowledge base
of information regarding the InveStore product.
This includes “How to” documentation from the Users Manual,
common problems and errors, White papers on special topics,
error codes and messages, and trouble shooting information.
Pegasus also offers direct support via e-mail or telephone.
NOTE:
A README.TXT file is included in the \PDT directory with
the latest release information.
Have Your Information Ready
Pegasus Technical Support hours are 7:00 - 17:00 PST, Monday
through Friday (excluding holidays). We guarantee a 24-hour
response time during the business week on all technical support.
When contacting Pegasus Technical Support staff regarding a
question or problem, please make sure to have the following
information ready:
The InveStore product serial number for your install site.
A detailed problem description.
A copy of the InveStore log file ([Server Name-Date].HTM)
file from the day/time error occurred. The log file is time/date
stamped and can be found in the PDT\LOG directory.
These LOG files should include a Pegasus system startup and
should reflect the date current with the experienced problem
(example: Optical10210202.HTM).
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Quick Start Installation Guide
The required information may be Internet e-mailed to:
support@pegasus-ofs.com
Or you may fax your problem description and the printouts to:
(925) 314-1801 Attention: Technical Support.
Pegasus Technical Support Contact Information
Address:
Pegasus Disk Technologies, Inc.
2333 San Ramon Valley Blvd.
San Ramon, CA 94583
Phone:
925-314-1800
FAX:
925-314-1801
E-mail:
support@pegasus-ofs.com
Re-activation requests for previously registered software:
www.pegasus-ofs.com/reactivate
Registration and first time Activation:
http://www.pegasus-ofs.com/register