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User Manual – NTP Software VFM v4.4 Administration Web Site for

1. Default Default Storage Settings for EMC Atmos 0 2 In the Secondary Stores EMC Atmos section click New Store or click the name of an already existing secondary store to edit its properties Copyright 2009 2015 NTP Software 26 3 In the Edit Existing Secondary Store EMC Atmos dialog box edit the needed information The name of the secondary store can be assigned to one or more primary servers to instruct the primary server where to place the tiered files Edit Existing Secondary Store EMC Atmos Enter a name for secondary store that you would like to use to identify its storage settings This name can then be assigned to one or more primary servers to instruct the primary server where to place the tiered files Secondary Store Name Default Default Storage Settings for EMC Atmos Description da Enter the primary settings to access the Atmos storage system The tenant or sub tenant id user and shared key are what the task service will use to authenticate with Atmos rimary Address 10 30 3 39 Primary Port fo Use Secure Connection SSL imary Tenant or Sub tenant ID P6c8ab5d418147 acbbBcdef24637959e imary User ID QA1User1 imary User Shared Key kbDrN93B0RsCiM24i5cs15cllCE Enter the optional alternate settings to access the Atmos storage system The tenant or sub tenant id user and shared key are what the task service will use to authenticate with Atmos Alternate Address Alternate
2. CLTESTBOX Recover Configuration Recover Stores Copyright 2009 2015 NTP Software 16 Configuring Stub and Schedule Settings The stub and schedule settings allow you to control how files will be stubbed after being tiered as well as the times allotted for tiering To configure Stub and Schedule settings perform the following steps 1 Under Tiering Configuration in the left hand main menu click Stub and ScheduleSettings 2 Inthe Stub and Schedule Settings section click New Stub and Schedule Settings or click the name of an already existing stub and schedule Settings name to edit these properties Stub and Schedule Settings The stub and schedule settings allow you to control how files will be tiered as well as the times allotted for tiering Click on the stub and schedule settings name to edit these properties Default Default tiering settings New Stub and Schedule Settings 3 In the Name and Description section enter a name and description for the stub and schedule settings The name can then be assigned to one or more primary servers Name and Description Enter a name and description for the stub and schedule settings This name can then be assigned to one or more primary servers Stub and Schedule Settings Name Description III AAI Copyright O 2009 2015 NTP Software 17 4 Inthe CIFS Primary Storage Stub Options section specify the options through which you want NTP So
3. Separate each group account with a comma When allowing both users and groups then simply insert the lt allow roles line under the lt allow users line in the xml above lt authorization gt lt allow roles domainname group1 domainname group2 domainname group3 gt lt deny users gt lt authorization gt NOTE To allow both users and groups then combine lt allow users gt lt allow roles and lt deny users gt into a single lt authorization gt section NTP Software VFM e When authorization to specific users and groups was Task Service configured above then Accounts need to be Authorized The login accounts for each task service must be entered in the list of allow users otherwise the task service will not be able to communicate with the admin site When authorization to specific users and groups was not configured then o The administration web site s authentication must be enabled for Windows Authentication and or Anonymous This will allow the task services access to the admin site NTP Software VFM Access and Recovery Portals and the PTFilelntranet sites SS SS Copyright 2009 2015 NTP Software 63 e When authorization to specific users and groups was configured above then o If the portal is installed on the same host as the need to be admin site then add NT AUTHORITY NETWORK Authorized SERVICE to the list of allow users o If the portal is installed
4. Appendix Database Appendix Name Default NTPSoftwareVFM This is the configuration database it holds Names for configuration data as well as queued and completed request data NTP Software VFM NTPSoftwareVFMStores This is the stores database it holds all tiered Databases file data Steps to e Using Microsoft SQL Server Management Studio on the current move the database server location of Backup the configuration database to a file the configuratio e Using Microsoft SQL Server Management Studio on the new n database database server Create the database on the new server Itis recommended to use a collation of SQL Latin1 General CP1 CI AS Restore the configuration database to the new server Remove the oddm web svc user from the Security item under the configuration database it is no longer valid Remove the schema if prompted to do so Create a new Login under the main Security item using a login name of oddm web svc a Set it to use SQL Server authentication b Set the default database to the name of the configuration database default is NTPSoftwareVFM c Set the default language to English d Server Roles can be left as all unchecked e User Mapping Assign db backupoperator db datareader db datawriter and public to the configuration database 5 NOTE The oddm web svc user should now be a User in the Security item under the conf
5. Requests page is displayed Completed Requests Batch ID v Batch Status Request Type Secondary Group Primary Share Submitted By 9 Completed Tier Files AtmosGrp1 CLTESTBOX SourceFiles CLTESTBOX OurDomain Usert 6 16 2014 8 47 27 AM 00 00 10 7 Completed Recall Folder AtmosGrp1 CLTESTBOX Contractors CLTESTBOX OurDomainiUser1 5 30 2014 10 10 47 AM 00 00 01 3 Completed Recall Files AtmosGrp1 CLTESTBOX sources CLTESTBOX OurDomainiUsert 5 9 2014 12 41 26 PM 00 00 00 2 Completed Tier Files AtmosGrp1 CLTESTBOX sources CLTESTBOX OurDomainiVser1 5 9 2014 12 36 09 PM 00 00 02 1 Has Errors Tier Files AtmosGrp1 CLTESTBOX sources CLTESTBOX OurDomainiUser1 5 9 2014 12 29 49 PM 00 00 00 2 To view the details of the batch click the link for the BatchID This will show the details of the batch Completed Requests Batch Id 9 Request Type Tier Specific File s Store Group AtmosGrp1 Number of Requests 1 Submitted By OurDomain User 1 Time Submitted 6 16 2014 8 46 21 AM Time Started 6 16 2014 8 47 27 AM Duration 00 00 10 older Counts Processed 1 Excluded 0 Errored 0 iles Processed 3 Total Size 0 95 MB F F Files Excluded 0 Total Size 0 00 MB Files Access Denied 0 Total Size 0 00 MB Files In Use 0 Total Size 0 00 MB Files Errored 0 Total Size 0 00 MB Request ID v Request Status Duration Source Path 11 Completed CLTESTBOX 6 16 2014 8 47 27 AM 00 00 10 WCLTESTBOAXSOurceFile
6. Secondary Host LDAP Mail Name LDAP Filter Name Copyright 2009 2015 NTP Software 5 The table below will help you configure the mail settings e Append SMTP Domain The user s email address will be determined by concatenating the user s login account name with the name of the SMTP DNS Domain specified above in the SMTP Server Settings Use Active Directory The user s email address will be determined by looking up the user s account in active directory and extracting their primary email address Use LDAP The user s email address will be determined by looking up the user in another LDAP database other than active directory A search will be done based on the values returned by the LDAP Filter Name attribute against the user s account If a match is found then the user s email address will be extracted from the value of LDAP Mail Name attribute Primary Host This is the name or IP address of your active directory or LDAP server that will be used first for searching Primary Port This is the LDAP port number usually 389 Secondary Host This is the name or IP address of your active directory or LDAP server that will be used second for searching This is optional Secondary Port This is the LDAP port number usually 389 LDAP Mail Name Refer to Use LDAP This is the name of the attribute used to store user email addresses for example mail LDAP Filter Name Refer to Use LDAP This is the name of the att
7. VFM can send out notifications to end users when their requests have been successfully completed If you want the NTP Software VFM web application to send email notifications and alerts then you need to provide the SMTP settings here To configure the mail settings perform the following steps 1 Under Notification Configuration in the left hand main menu click Mail Settings The SMTP Server Settings section is displayed 2 Add in the SMTP server name SMTP domain and sender s address Enter the SMTP sender s password only if the SMTP server uses secure authentication SMTP Server Settings NTP Software Precision Tiering will send email notifications based on the configuration specified on the Notification Settings page SMTP Server SMTP Domain SMTP Port 25 I SMTP Server Requires SSL Sender s Address Sender s Logon Name and Password are optional Use them when the sender s mailbox requires credentials Logon Name I Settchange Password Sender s Password Confirm Password 3 Inthe Address Resolution section select the option to append the SMTP domain use the Active Directory connector or use the LDAP connector Address Resolution NTP Software Precision Tiering can resolve user email addresses in one of three ways Please choose the method that NTP Software Precision Tiering will use Append SMTP Domain Use Active Directory Connector C Use LDAP Connector Primary Host
8. contents of offline files fram their secondary stores NTP Software Precision Tiering Tiering lets you specify the login accounts used by these applications here Add Login Account Using a Format of domaintaccount Application Login Account Add Existing Application Accounts No accounts exist OK Apply Cancel Additional Configuration When the NTP Software VFM File Intranet Recovery Portal or Access Portal Websites are used the user is presented with a some options One of the options is to recall or recover a tiered file to the download location The default download location is defined at the NTP Software VFM File Download UNC outlined Each primary server can be set to use this default location or use its own location which can be defined in the primary file server page Default Recovery Download Location When the NTP Software Precision Tiering File Intranet Recovery Portal or Access Portal web sites are used the user is presented with a choice of options One of the options is to recall or recover a tiered file to the download location The default download location is defined here Each primary server can be set to use this default location or use its own location which can be defined in the primary file servers page Precision Tiering File Download UNC Note The Precision Tiering File Intranet Recovery Portal and Access Portal web site application pool users must be granted read acces
9. displayed 2 On the Configuration Database Server Settings section enter the name of the server and the name of the database Contiguration Database Server Settings Please specify the database that will contain the NTP Software Precision Tiering configuration settings Database Server fetest S Database Name NTPSoftwarePrecisionTierng NOTE Please refer to the Database Appendix The appendix has details on moving the database to another server if you choose to change the name of the database server Copyright 2009 2015 NTP Software 10 Configuring Database Security Settings To configure database security settings perform the following steps 1 Under Database Configuration in the left hand main menu click Database Config Settings The Configuration Database Security Settings section is displayed 2 The Configuration Database Security Settings section specifies how the website establishes a connection with SQL Server The website can use either Windows integrated security or a SQL Server account If a SQL Server account is chosen the account name and password need to be specified If Windows security is chosen then the ODDMAdmin pool identity configured in IIS will be used to access SQL Configuration Database Security Settings Please specify the type of security to be used by NTP Software Precision Tiering to connect to the configuraiton database above Use SOL Securi y SQL Accou
10. on a different host than the admin site then add Domain HostS to the list of allow users where Domain is the name of the domain that the host is in and HostS is the NetBIOS name of the host followed by the dollar symbol When authorization to specific users and groups was not configured then o The administration web site s authentication must be enabled for Windows Authentication and or Anonymous This will allow the portal access to the admin site NTP Software VFM When authorization to specific users and groups was Administration configured above then Web Site Prompt When a user is logged on as one of the accounts in the for Credentials allow users list then they should not be prompted for credentials when accessing the admin site because Windows Authentication will automatically allow them access This is usually the case when using Internet Explorer Other browsers may still prompt for credentials unless specific NTLM settings are applied to the browser as described below When a user is logged on with an account that is not in the list then they will be prompted for credentials When authorization to specific users and groups was not configured then o If the administration web site s authentication has Anonymous enabled then users will not be prompted for credentials o If the administration web site s authentication has Windows Authentication enabled then users may or may not be prompted for credentia
11. the EMC Administration console using the Tenant credentials i Create the Sub Tenant s that will be used in conjunction with NTP Software VFM ii For each sub tenant create a UID and Shared Secret key that will be used in conjunction with NTP Software VFM iii Refer to the EMC Atmos Storage System documentation for a complete description on configuring Tenants and Sub tenants L E Copyright 2009 2015 NTP Software 25 Configuring Secondary Storage A secondary store contains the location and connection settings used to store the files that have been tiered Adding Editing Secondary Store EMC Atmos A secondary store contains the location and connection settings used to store the files that have been tiered Click on the secondary store name to edit the store s location and connection settings Click the New Store to create a new secondary storage location To add edit secondary store EMC Atmos perform the following steps 1 Under Secondary Storage in the left hand main menu click Secondary Storage gt Storage Configuration gt Storage Platforms gt EMC Atmos Secondary Stores EMC Atmos secondary store contains the location and connection settings used to store the files that have been tiered Click on the secondary store name to editthe store s location and connection settings Click the New Store to create a new secondary storage location Secondary Store Name Description Store Group Count
12. to be accurate as of the date of publication Because NTP Software must constantly respond to changing market conditions what is here should not be interpreted as a commitment on the part of NTP Software and NTP Software cannot guarantee the accuracy of any information presented after the date of publication This user manual is for informational purposes only NTP SOFTWARE MAKES NO WARRANTIES EXPRESS OR IMPLIED IN THIS DOCUMENT NTP Software and other marks are either registered trademarks or trademarks of NTP Software in the United States and or other countries Other product and company names mentioned herein may be the trademarks of their respective owners NTP Software products and technologies described in this document may be protected by United States and or international patents NTP Software 20A NW Boulevard 136 Nashua NH 03063 Toll Free 800 226 2755 International 1 603 622 4400 E mail info ntpsoftware com Web Site http www ntpsoftware com Copyright 2009 2015 NTP Software All rights reserved All trademarks and registered trademarks are the property of their respective owners Doc 4833EF Copyright 2009 2015 NTP Software 68
13. to the stores database NOTE The domain account user should now bea User in the Security item under the stores database too This occurred during step 7b a Select the domain account user in the Security item under the stores database and choose Properties On the Securables tab Add the stored procedure and grant Execute permissions to it The stored procedure is dbo spNextFil eld Open the NTP Software VFM Administration web site and update the database settings for the stores database Be sure to update the password field too 10 The database move is now complete Windows Cluster Appendix Appendix Name Windows Cluster Appendix Installing the Task Service 1 Install a Task Service for Windows on each of the Copyright 2009 2015 NTP Software 59 for Windows on the cluster Cluster server nodes server nodes Inthe VFM Administration web site wait for each of the task servers to display on the Primary Servers page Decide whether or not you want to allow tiering of files located on each of the task servers local shares Local shares are not part of the clustered shares a If you want to allow tiering upon local shares then click on the edit selection for each of these servers on the Primary Server page and select your configuration options If you do NOT want to allow tiering upon the local shares then click on the edit selection for each of th
14. 92 File Tiered Active Stub OurDomain User2 TextFile3 txt 358 92 File Tiered Active Stub OurDomain User2 Copyright 2009 2015 NTP Software 49 Viewing Queued Requests CTE This page displays the requests that have been submitted by a Core Tiering Engine CTE scan The requests are sorted by the date and time the Core Tiering Engine was executed You can drill into and view additional information To view queued requests perform the following steps 1 Under Status in the left hand main menu click Core Tiering Engine Status gt Queued Requests The Queued Scans page is displayed Queued Scans Note Refer to the Task Service Status on the Primary File Servers Status page for additional status information 5130 2014 10 13 43 AM Pending 30 2014 10 13 43 AM Tier Files OurDomainUsers C CLTESTBOX STBOX C CLTESTBOX 2 To view the details of the request click the link for the Request Time This will show the details of the request and the current status The Core Tiering Engine divides a scan into multiple batches Each batch contains multiple requests and each request contains multiple files that will be tiered By drilling into a Batch ID you can view all the requests for that batch and then by drilling into a Request ID you can view all of its files as shown by the following screen shots Queued Requests Note Refer to the Task Service Status on the Primary File Servers Status page for add
15. C path after it has been recovered from the secondary store 4 To recover a database that has been backed up to the Backup Location defined in Database Backup page perform the following step Simply use SQL Server Management Studio to manually restore the database from the Backup Location Database Recovery Configuration Database Information ATas vic button vice is required for database recovery and has been detected on the Precision Tiering Configuration Database Server The database backup file can be recovered to the shared location specified below by clicking the Recover Configuration Stores Database Information A Task Service is required for database recovery and has been detected on the Precision Tiering Stores Database Server The database backup file can be recovered to the shared location specified below by clicking the Recover Stores button Input the UNC path where the database backup file will be recovered to This location must already exist wcltestbox Note The database will be recovered from the secondary storage device that it was copied to and placed atthe specified UNC path It will overwrite a backup file if one exists at this UNC path Note 2 Use SQL Server Management Studio to restore the database from the backup located at this UNC path Primary Server Database Type Primary Type Task Server Idle Idle CLTESTBOX Configuration Windows CLTESTBOX CLTESTBOX Stores Windows
16. NTP Software VFM Administration Web Site for EMC Atmos User Manual Revision 1 1 July 2015 m l SSS yeuabinere mel si gt Tr tk LE i ee r H F This guide details the method for using NTP Software VFM Administration Web Site from an administrator s perspective Upon completion of the steps within this document NTP Software VFM can be used to manage your enterprise community Table of Contents ECU NTN 4 SV SE OVE IG EEE EE EEE 4 Browser MNA 4 NTP Software VFM Administration Site COnfiguration cccccccsscccsseeceseceeeeseeeneeeeneesens 5 Configuring Mail SettingS cccccccccsecccsscccsseccenececeececencseeneeseneeseueceeeeceeenceteeeseneceeeess 5 Configuring User NOUTICAUIONS saves txccesericssaseadesasedwnvanacen dude a Eaa 8 Configuring Administrative Alerts cccccsscccsssecccssececescecseneceeeeeceseeecesseaeeeeeaecesseeeeees 9 Configuring Database Server Settings ccccsscccsssececeseccceesececeeceseesceeseecessaecesauaess 10 Configuring Database Security SETtINGS ccsccccssecccessccccesececeececeesceeseaecessaeeesaeaees 11 Configuring Stores Database Server Settings ccccccsecccsscccssecceseseeeeceeeceeeneeeeeeeens 12 Configuring Stores Database Security S ttingS ccccccsssccsseceeseceeseceeseceeeneeeeeeeens 13 EP NB 14 Recovering Database esmerar en adn E 16 Configuring Stub and Schedule Settings cccccssecccseccc
17. Now button to manually launch the CTE will trigger a scan within 5 minutes after pressing the button You can view the Primary File Servers Status page to see its progress The Run Now button will become disabled and will remain disabled until the CTE status becomes Idle as shown on the Primary File Servers Status page This is to prevent multiple instances of the CTE from being executed If you chose to enable the Simulate Tiering option then the CTE will scan the locations but will not send tiering notifications to the NTP Software VFM Admin web site Instead it will log the total number of files and the total size of the files that meet the criteria for tiering The log file will be located in the CTE s installation folder 4 Click the Add button to add the new primary server Copyright 2009 2015 NTP Software 36 Editing a Primary Server To edit an existing primary file server perform the following steps 1 Under Primary Storage in the left hand main menu click Primary File Servers 2 In the Primary File Servers dialog box click Edit Server before the primary server name that you want to edit Primary File Servers A Primary Server is a source file server Users connecting to the primary server s shares will be able to select files and folders for tiering To add a new primary server click the New Primary Server button To update delete or disable tiering for an existing primary server click the Edit butt
18. Port I Use Secure Connection SSL Alternate Tenant or Sub tenant ID Alternate User ID Alternate User Shared Key Copyright 2009 2015 NTP Software 27 Field peseripton O Address Enter the fully qualified name of the EMC Atmos Storage System An IP address can also be entered but will be limited to that one storage node P Enter the port to communicate with the EMC Atmos Storage System s web service This will usually be port 80 when not using SSL and port 443 when using SSL ort Use Secure Check this option if web service is using https otherwise uncheck Connection SSL when using http for the connection Tenant Enter the ID of either a tenant or subtenant This can be found in Subtenant ID the EMC Atmos Administration console dashboard when logged in as a tenant or sub tenant Enter the UID name that will be used in conjunction with NTP Software VFM This can be found in the Atmos Administration console dashboard when logged in as a tenant or sub tenant Use one of the UID names listed in the UID List that was setup to use with VFM User Shared Key Enter the Shared Secret key that corresponds with the User Id UID Click the View link on the Atmos Administration console next to the UID and enter that value L E Copyright 2009 2015 NTP Software 28 Adding Editing Secondary Store Groups One or more secondary store names can be assigned to a group Files will be tiered to each of the secondary store
19. abase 3 In the Configuration Database Backup Settings section specify the settings to be used by NTP Software VFM to backup the configuration database Configuration Database Backup Settings Please specify the settings to be used by NTP Software Precision Tiering to backup the configuration database I Enable Scheduled Configuration Database Backup I Copy Database Backup File to the Secondary Storage Defined in the Store Group Below Secondary Store Group Not Configured Database Backup Version Setting revious versions after a successful backup is created Retain previous versions of the database backup Select the backup file location This will be the location of the database backup file produced by SQL Server before it is sentto secondary storage M Use SQL Server Default Backup Location Select an alternate location for the configuration database backup Tt Backup Location iis location must be an existing path Note Please specify a UNC path on the configuration database server for the backup file IV Allow Multiple Backup Copies Backup Now In the Stores Database Backup Settings section specify the settings to be used by NTP Software VFM to backup the configuration database Stores Database Backup Settings Please specify the settings to be used by NTP Software Precision Tiering to backup the stores database The stores database size may become large accordingly the length of time to create the
20. ails on moving the database to another server if you choose to change the name of the database server Copyright O 2009 2015 NTP Software 12 Configuring Stores Database Security Settings To configure stores database security settings perform the following steps 1 Under Database Configuration in the left hand main menu click Database Stores Settings The Stores Database Security Settings section is displayed 2 Specify the type of security to be used to connect to the stores database The website can use either Windows integrated security or a SQL Server account If a SQL Server account is chosen the account name and password need to be specified lf Windows security is chosen then the ODDMAdmin pool identity configured in ISS will be used to access SQL Stores Database Security Settings Ove Apply Cancel 3 Click the Apply button and then click OK to finish NOTE If the Set Change Password option is not checked the password that is stored in the database is not changed Copyright 2009 2015 NTP Software 13 Configuring Database Backup To configure database Backup settings perform the following steps Note A task service is required to be installed on the same server as the database server 1 Under Database Configuration in the left hand main menu click Database Backup 2 The Database Backup Information section displays information on configuration database and stores dat
21. an Schedule is optional if you do not want CTE to scan based on a schedule CTE can be configured to scan all CIFS shares and or all NFS exports that are found on the primary server by selecting the Scan All Locations radio button If you want CTE to scan specific locations then select that radio button enter a Scan Location along with a policy and press the Add button mon Format of the Scan Location sharename path when the location you want to scan is a CIFS share located on the primary server The primary server name is not included with the scan location The path is optional and can be used to limit the scan to specific paths on the share Format of the Export Location export path when the location you want to scan is an NFS export The primary server name is not included with the scan location The path is optional and can be used to limit the scan to specific paths on the export For example if a location of vol vol2 is entered then the export vol vol2 will be scanned NFS export and path names are case sensitive DIIITITIIIffIT lt mm III HH 773 Copyright O 2009 2015 NTP Software 35 NOTES e Microsoft Services for NFS must be installed on the same server that the CTE engine is installed if you want to scan NFS exports Once you have added specific locations a grid will appear displaying those locations for which you will then have an option to remove them Pressing the Run
22. aring Requests Number of Files Tlered Storege Usage Savings MB r Last 7 days Last days Last 7 days Copyright 2009 2015 NTP Software 55 Viewing Requests By Primary Server This page displays the number of tier and recall requests processed by each primary server To view this report perform the following steps 1 Click Requests by Primary Server under Reportsinthe left hand main menu The Primary Server Report is displayed Primary Server Report Primary Server Tiering Requests Recall Requests 2 To display more detail click the primary server name This page displays the number of tier requests for this selected server and each of the users who submitted requests for it This page also displays statistical information for the past 7 days as well as for the month when the Monthly Activity tab is selected NOTE Detailed information is only displayed for tier requests Recall requests are not taken into consideration here Primary Server Tering Report Primary Server PrimaryServer 1 Avg FileRequest 2 50 Tiering Requests 4 Avg Time Request 3 00 seconds Tiering Requests Number of Files OurDomain Usert OurDomain User2 Daily Activity Monthly Activity Number of Tlaring Requests Number of Files Tlered Storage Usage Savings MB t Last 7 days Last 7 days Last 7 days C O Copyright 2009 2015 NTP Software 56 Database Appendix
23. ary server setting that Allows tiering for shares that have not been configured is not checked then tiering files from these shares will not be allowed Therefore selecting to Use Server Settings option unconfigures the share and resets it to use the primary server setting Use Share Settings Allows you to explicitly configure the selected shares with its own set of tiering options for Tiering Stub and Schedule Settings and Secondary Store Group Using this option gives you the capability of tiering files located on different shares to different secondary stores PP Copyright O 2009 2015 NTP Software 41 Account Configuration Use the Application Accounts section to define the Windows accounts that are exempt from being able to auto recall files from secondary storage This is used to prevent applications that backup files on the primary servers or scan for viruses from recalling all files stubbed with the offline file attribute from secondary storage Instead the backup applications will backup the stub file without recalling its contents and the anti virus applications will scan the stub file instead of recalling its contents To add an exemption account simply type in the name of the application s service login account and press the Add button These accounts are global i e used by all task services Application Accounts To prevent backup anti virus and other applications from inadvertently reading or recalling the
24. as needed NTP Software continues its innovation in file based storage management with the ultimate objective of helping customers reduce storage capital and operating costs System Overview Your goal is to categorize your data properly manage it and move the right data to the most appropriate storage tier to reduce costs address compliance issues and perform electronic discovery However most archival solutions require expensive repeated scans of the entire file system Even worse large infrequently used files can reside in your primary storage for months NTP Software VFM allows for flexibility in your approach to data migration with automated policy driven movement manual user driven movement or a combination of both You decide what is best for your organization NTP Software VFM redefines the economics of data movement by being event and policy driven in real time rather than requiring repeated scans of the entire file system thus greatly helping to reduce storage related costs Browser Settings You need to have the Allow Active Scripting under Properties gt Security gt Locallntranet gt CustomSecurity enabled This may require you to add the web admin s server to your local intranet sites If this option is disabled then the admin site s left hand main menu will not be able to expand Copyright 2009 2015 NTP Software 4 NTP Software VFM Administration Site Configuration Configuring Mail Settings NTP Software
25. as not been enabled for the primary server Refer to the Primary Server details page e Not Installed The CTE engine has not been installed on the task server The last CTE scan displays the date of when the CTE engine last scanned the primary server DIFF IR Copyright O 2009 2015 NTP Software 44 Viewing Queued Requests On Demand This page displays all the pending requests that have been submitted by the Right Click Data Movement RCDM application or the Event Driven Data Movement EDDM application There are three types of requests Tier Recall and Recover Each request is assigned an ID for which you can drill into and view additional information Requests are also stamped with the time it was submitted along with the primary server the request was issued for Pending requests can also be placed on hold until released and they can be removed To view queued requests perform the following steps 1 Under Status in the left hand main menu click On Demand Status gt Queued Requests The Queued Requests page is displayed Queued Requests Note Refer to the Task Service Status on the Primary File Servers Status page for additional status information Request Time Submitted By Task Server Status Source Path Tier Files 5 30 2014 9 49 39 AM OurDomainiUserl CLTESTBOX Pending WCLTESTBOX SourceFiles OfficeF older Tier Files 6 30 2014 9 53 01 AM OurDomainiUser1 CLTESTBOX Pending WCLTESTBOX SourceFilesiTex
26. backup and the amount of storage consumed by the backup will vary with the size of the database I Enable Scheduled Stores Database Backup I Copy Database Backup File to the Secondary Storage Defined in the Store Group Below Secondary Store Group Not Configured Database Backup Version Setting Delete previous versions after a successful backup is created Retain previous versions ofthe database backup Select the backup file location This will be the location of the database backup file produced by SQL Server before itis sentto secondary storage M Use SQL Server Default Backup Location Select an alternate location for the stores database backup This location must be an existing path Backup Location j cltestbox Note Please specify a UNC path on the stores database server for tt IV Allow Multiple Backup Copies Backup Now 1 backup file Copyright O 2009 2015 NTP Software 14 NOTES 1 When the Copy Database Backup File to the Secondary Storage Defined in the Store Group option is checked the database will first be backed up to the Backup Location on the Windows server therefore a backup location must be selected The database will then be tiered to the secondary stores defined in the storage group After a successful tier the previous databases in each of the secondary stores will be removed if the Delete previous versions is selected otherwise multiple backup copies will be kept on each of the secondary
27. based on modified date Not Modified in the Last 24 Months C Not Modified Since Or Accessed C Do nottier based on accessed date Not Accessed in the Last 24 Months Le gt Cc Not Accessed Sint Or Created Do nottier based on created date Not Created inthe La st Months Cc Not Created Since af Note Created date is not applicable when tiering files located on an NFS export Ignore Files Smaller Than 54 KB Note Set Ignore Files Smaller Than to 0 to have the file size not be a consideration in determining which files will be tiered based on file size File Type Settings Unspecified bd The date creation option will be ignored when the CTE scans files located on NFS exports If multiple dates are selected then a file that meets one of the date s criteria will be tiered if it also meets the file size criteria and file type criteria Copyright 2009 2015 NTP Software 24 Configuring EMC Atmos for Use with NTP Software VFM To configure EMC Atmos for use with NTP Software VFM perform the following steps 1 Log on to the EMC Administration console using the SysAdmin account i Create the Tenant s that will be used in conjunction with NTP Software VFM ii Ensure Web Service is enabled on each node iii Enable Disable SSL for Web Service Connections iv Refer to the EMC Atmos Storage System documentation for a complete description on configuring the storage system 2 Log on to
28. ceeseeseceeseeseceesegeecessegeeeeees 51 NIP Software VFM REDOT EEE EA E 54 Viewing Tiering SUMMAary ssssesssssssesssssessessrssessessessssessessrosesresresseseoseosessessessesreseeseesee 54 Viewing Requests By USP ccccsccssccsccesccssecsscesecesccesecasecseessecssecesecesssaeeeaseeseceaes 55 Viewing Requests By Primary Server cccscccssccsccesccesccsccsscesecesecesecesesseesseeseensees 56 Database APPENOIX EEE EE ENET EAOEaaeaaiS 57 Windows Cluster Ne 01 010 OE Ea ETE a 59 Controlling User Access to the NTP Software VFM Administration Website Appendix 62 About NTP SN 66 NTP Software Professional Services rrrrrrrnrrrnnnnnrnevnnnnnnnnnnnnnnensnnnnnnnnnnnnnessnsnnnnnnnnnnsnesnnnene 67 L E Copyright 2009 2015 NTP Software 3 Executive Summary Thank you for your interest in NTP Software VFM The latest addition to the NTP Software product portfolio NTP Software VFM enables employees to tier files users can select from a predefined set of criteria such as file size age of last access or other criteria Right Click Data Movement and organizations can also establish policies that automatically tier files as users reach their storage limits Event Driven Data Movement Both methods enable companies to control storage and operating costs and to expedite backups NTP Software VFM makes it much easier for customers to control costs and consolidate data so that it can be searched and leveraged
29. cessed 1 Excluded 0 Errored 0 Files Processed 2 Total Size 2 57 MB Files Excluded 0 Total Size 0 00 MB Files Access Denied 0 Total Size 0 00 MB Files In Use 0 Total Size 0 00 MB Files Errored 0 Total Size 0 00 MB File Name File Size KB Status File Owner Project doc 1 077 91 File Tiered Active Stub OurDomain User2 ProjectExpenses xls 1 552 00 File Tiered Active Stub OurDomain User2 Copyright 2009 2015 NTP Software 53 NTP Software VFM Reports Viewing Tiering Summary This page displays the total number of tier requests processed and storage savings by all primary servers for the past 7 days and the past 6 months NOTE Information is only displayed for tier requests Recall requests are not taken into consideration here To view the data movement summary click Home in the left hand main menu The Tiering Summary page is displayed Tiening Summary Total Tiering Requests 2 Queued Tiering Requests 0 All Queued Requests On Demand 0 All Q d Requests CTE 0 Completed Tiering Requests 2 All Completed Requests On Demand 3 A Requests CTE 0 Number of Tiering Requests Number of Files Tiered Storage Usage Savings MB The top section shows the total number of requests that have been made by end users There are 6 charts on the screen divided into 2 rows the top row shows what happened in the last 7 days and the bottom row shows what happened in the last 6 m
30. d button When doing this then those items will be held until manually released eee eae eee Copyright 2009 2015 NTP Software 46 3 To move an item from queued to on hold or to release an item from hold simply check the Select column and then click either the Hold or Release Hold button Administrators can put tiering requests on hold release the hold or delete the requests Queued Requests Note Refer to the Task Service Status on the Primary File Servers Status page for additional status information oz Batch ID Request ID Request Type Request Time Submitted By TaskServer Status Source Path O 4 Tier Files 5 30 2014 9 49 39 AM OurDomainUseri CLTESTBOX On Hold Manual WCLTESTBOX SourceFilesiOfficeF older Tier Files 5 30 2014 9 53 01 AM OurDomainiUser1 CLTESTBOX Pending WCLTESTBOX SourceFilesiTextF older Delete Hold Release Hold PP Copyright O 2009 2015 NTP Software 47 Viewing Completed Requests On Demand This page displays all of the most recent completed requests The number of completed requests that will be displayed is 250 by default This number is controlled by the MaxCompletedRequestsToDisplay value found in the web config file By clicking the Batch ID you can drill into and view the results of the request To view completed requests perform the following steps 1 Under Status in the left hand main menu click On Demand Status gt Completed Requests The Completed
31. e Settings Default v I Keep Auto Recall active when not stubbing with the offline file attribute Secondary Store Group AtmosGrp1 M Allow tiering for shares that have not been configured Precision Tiering Recovery Download Location IV Use the Default Download Location UNC path File Download UNC Note The Precision Tiering File Intranet Recovery Portal and Access Portal web site application pool users must be granted read access to this share and the root folder ofthis share eee Copyright 2009 2015 NTP Software 31 Core Tiering Engine Settings Scanning Disabled v Scan Sc Not Scheduled ad Manually Launc h Core Tiering Engine If a task server is not found in the drop down list then you must first install the task service using the NTP Software VFM Task Service for the applicable primary server type When the installation is complete the task server will appear in the primary server drop down list More than one primary server can be assigned to the same task service as long as the task service has full permissions to its shares and the primary server is the same type as the specified task server Primary Server The name of the primary server you want to tier files from For new primary servers being added you can enter either the fully qualified name or the NetBIOS name When editing the primary server name will always display the netbios name and will not be editable Task Server Select
32. e be stubbed If the Requests are successful if files are copied to at least one secondary store in the group is selected then the file will be stubbed if it has been tiered to at least one of the secondary stores Configuring Primary Storage Adding a New Primary Server A primary server is a source file server used to access primary storage The Core Tiering Engine will scan the primary server s shares and select the files to be tiered based on the assigned policy s criteria Users connecting to the primary server s shares will also be able to select files and folders for tiering using NTP Software RCDM When a new task service is installed the primary server entered during the task service installation will be automatically added to the primary servers page within 60 seconds after the task service installation is complete Primary servers that are automatically added will be configured to use the Default secondary storage group The New Primary Server button can be used to add additional NAS or generic servers to an already existing task service installation The New Primary Server button can also be used to re add a primary server that was previously deleted by the web admin To undelete a primary server click the New Primary Server button and type in the name of the primary server and choose the correct task server You can also select a different task server having the same type if you want to move the primary server t
33. e shared resources An additional text box will also appear for you to enter the name of the fail over task server Refer to the appendix for details on configuring tiering for a Microsoft Windows Cluster environment The following applies to Task Service for NetApp ONLY Enable Pass through Read when stubbing with the offline file attribute If checked then when a user double clicks on a stubbed file containing the offline file attribute the contents of the file stored in secondary storage will be passed through to the user keeping the stub file intact i e without recalling the file back to primary storage If not checked then when a user double clicks on the stubbed file the file on secondary storage will be copied back to primary storage overwriting the stub The following applies to Task Service for VNX ONLY VNX Control Station Settings VNX hosts require the IP address of its control Station as well as the login credentials for that control station DIT IR Copyright O 2009 2015 NTP Software 34 e The following applies to Task Services for Generic ONLY The optional Linux Settings are for future use and should be left unset The Core Tiering Engine CTE Settings The NTP Software Core Tiering Engine must be installed on the same server as the Task Server defined above To enable the CTE to scan the specified primary server the CTE must be set to enabled and a Scan Policy and Scan Locations must be defined The Sc
34. ering requests to be executed immediately Limitwhen tiering requests can be executed 24 Hour Clock Format Start Time foo 00 End Time foo OG Note When executing tiering requests during a specific time the local time of the task service executing the requests will be used PP Copyright O 2009 2015 NTP Software 19 Configuring File Type Settings The file type settings allow you to enter a set of file types and to specify whether they are a set of excluded or included types To configure File Type settings perform the following steps 1 2 Under Tiering Configuration in the left hand main menu click File TypeSettings In the File Type Settings section click New File Type Settings or click the name of an already existing File Type Settings Name to edit these properties File Type Settings File Type Settings Name Description Secondary Store Scan Policy Count Default Default file type settings 0 New File Type Settings In the Name and Description section enter a name and description for the file type settings The name can then be assigned to one or more secondary storage groups as well as the Core Tiering Engine policies Name and Description Enter a name and description for the file type settings This name can then be assigned to one or more secondary stores and Core Tiering Engine policies File Type Settings Name Description In the File Type Settings section enter one
35. es Processed 2 Total Size 3 02 MB Files Excluded 0 Total Size 0 00 MB Files Errored 0 Total Size 0 00 MB 9 Navigate to the batch details page as per step 4 of this section you can drill into the Request ID on this page to view the results of each file on Primary Storage and whether or not the file was stubbed or a warning or error occurred Copyright 2009 2015 NTP Software 52 Completed Requests Batch Id 6 Request Type Tier Specific File s Store Group AtmosGrp1 Number of Requests 2 Submitted By OurDomain User3 Time Submitted 30 2014 10 08 23 AM Time Started 5 30 2014 10 08 31 AM Duration 00 00 06 Folder Counts Processed 2 Excluded 0 Errored 0 Files Processed 4 Total Size 5 59 MB Files Excluded 0 Total Size 0 00 MB Files Access Denied 0 Total Size 0 00 MB Files In Use 0 Total Size 0 00 MB Files Errored 0 Total Size 0 00 MB Request ID v Request Status Start Time Duration Source Path 7 Completed CLTESTBOX 5 30 2014 10 08 36 AM 00 00 01 WCLTESTBOX Contractors no longer av 6 Completed CLTESTBOX 5 30 2014 10 08 31 AM 00 00 01 WCLTESTBOx Contractors no longer av Request Detail Request Id F Request Type Tier Specific File s Request Status Completed Submitted By OurDomain User3 Time Submitted 30 2014 10 08 23 AM Time Started 30 2014 10 08 36 AM Duration 00 00 01 Source Path NCLTESTBOXIContractorsiContractor2 Folder Counts Pro
36. escceeneceeneeeeeceeeeceeeneeseneeeens 17 Configuring File Type Settings siiccs cccncsseccessschoavardedssudacdssnantdwecneavaedouwaregsteiacebamanedwaeneera 20 Core Tiering Engine IN Brief srusen seere eee 21 Configuring Core Tiering Engine Scan Schedule cccccccssecccesececeesceeeeneceeeeecesseeees 22 Configuring Core Tiering Engine Scan Polici S ccccccsscccsseccesesceseceeeceeeneeeeeeeens 23 Configuring EMC Atmos for Use with NTP Software VFM cccccscccssescseseeseseeeeseeeneeeens 25 Adding Editing Secondary Store EMC Atmos rrrnnnrnnnnnnnnrrrnnnnnnnrnnnnnvrrnnnnnnnnvnnnnnnrnnnnnnnssee 26 Adding Editing Secondary Store Group cccccccceccccsceseeecsecesessseeeeeeeceeeessseeeueeeeeess 29 Configuring Primary Storag CS varcccscerccceneetasarawossncsenswisedvarscseanmtaanterevancseravisetencnsaramedaanienseas 30 Adding a New Primary SN seemed 30 FNS 37 Configuring Primary Server Shares rrrnnnrnnnnnrrnnnnnvnnnnnrrnnnnernnnnnvnnnunsrnnnnsvnnnnssnnnnnssnnnnne 38 ROMAN 42 AAN 42 NTP Software NSL 44 Viewing Primary File Server STN 44 Viewing Queued Requests ON DEMANA cccccccesecccesececeeeceeeeseseeeneceeeueseeeueceeeees 45 VZV Copyright 2009 2015 NTP Software 2 Viewing Completed Requests On Demand cccccccesssecceeeseeeceeeeceeeeeeecesseeeeeeeas 48 Viewing Q eued Reguests CTE EE EEE 50 Viewing Completed Requests CTE cccccccssseccecessececsese
37. ese servers on the Primary Server page and set Tiering to Disabled Configuring the Task On the Primary Servers page click on the New Services for Windows for Primary Server button use with the cluster Enter the name of the cluster in the Primary Server field Check the checkbox for The Primary Server name represents a cluster name Select one of the Windows task servers installed on the cluster server nodes from the drop down to be used as the initial Task Server It will process tiering requests issued from any of the clustered shares It is recommended to use the server which currently has control of the quorum Select the other Windows task server installed on the other cluster server node from the drop down to be used as the Failover Task Server Select the rest of your configuration options Enabling Auto Recall for If both of these bullet items are true then perform this step the cluster when the otherwise there is nothing more to do and you are done cluster is configured to stub files using the offline file attribute The cluster will be stubbing files using the offline file attribute The cluster server nodes are either disabled or will be stubbing files using a different stubbing option i e not using the offline file attribute a Auto Recall must be kept enabled on each of the cluster server nodes so that auto recall of files located on the cluster will function To allow
38. f your NTP Software VFM task servers and Core Tiering Engine CTE status To view the primary file server status click Primary File Severs Status under the Statusin the left hand main menu The Primary File Server Status page is displayed Primary File Servers Status Last Update CTE Status Last CTE Scan CLTESTBOX Windows CLTESTBOX Idle 5 13 2014 6 50 46 AM Disabled HOSSAM W2K8 Windows HOSSAM W2K8 Idle 3 18 2014 6 35 02 PM Disabled The page shows the name of the server and the status whether it is idle or executing If it is executing it will show the request ID that is currently executing The Task Server Status states include e Idle The task service has no requests to process The Last Update date will be updated every 5 minutes so that there is an indication of whether or not the task service is in a normal operating state e Executing The task service is currently executing a request When the request is complete its results can be viewed on the completed page e Disabled The task service will no longer accept tier requests Use the Primary Servers page to re enable it The CTE Status states include e Idle A CTE scan is not running e Pending A CTE scan has been manually initiated and will start executing within 5 minutes e Executing A CTE scan is currently running e Disabled The CTE engine has been installed but scanning h
39. file By clicking the Date Time Stamp you can drill into and view the results of the request To view completed requests perform the following steps 1 Under Status in the left hand main menu click Core Tiering Engine Status gt Completed Requests The Completed Requests page is displayed The requests are sorted by the date and time the Core Tiering Engine was executed Completed Scans Note Scans listed here may still contain outstanding requests Refer to the Queued Requests page to view any outstanding requests Duration Batch Status Request Type Secondary Group Submitted By 6 16 2014 8 47 31 AM 5 00 00 06 Completed Tier Files AtmosGrp1 CLTESTBOX CLTESTBOX QurDomainmUser3 30 2014 10 08 31 AM 00 00 06 Completed Tier Files AtmosGrp1 CLTESTBOX CLTESTBOX OurDomainiUser3 2 The Core Tiering Engine divides a scan into multiple batches Each batch contains multiple requests and each request contains the results of files that were tiered By drilling into a Batch ID you can view all the requests for that batch and then by drilling into a Request ID you can view the results of all of its files as shown by the following screen shots 3 To view the details of the request click the link for the Start Time This will show the status for each batch Completed Requests Batch ID v Batch Status Request Type Secondary Group Primary Share Submitted By 6 Completed Tier Files CifsGrp1 CLTESTBOX Contracto
40. form the following steps 1 Under Notification Configuration in the left hand main menu click Notification Settings The User Notifications section is displayed User Notifications NTP Software Precision Tiering can send notifications to the user who submitted a request Please select the type of notifications to send E mail re quest acknowledgement to user E mail request results to user I E mail results to other recipients full e mail address Add Remove 2 Select the type of notifications you want to send and then specify to whom you want to send the notification s 3 To send notifications to other recipients you need to add a username or a distribution list that exists within Active Directory so that other recipients can receive the data movement results 4 Click Apply and then click OK to finish Copyright 2009 2015 NTP Software Configuring Administrative Alerts The NTP Software VFM web app can send email notifications to a list of recipients such as administrators whenever one or more alerts are generated Anentry to the application event log can also be created Administrative Alerts assist the administrator with troubleshooting data movement requests Alerts are based on events that are triggered when a request fails or when a request is pending for a period of time Alerts can be emailed to a list of those people by specifying the users or a distribution list To configure the administ
41. ftware VFM to handle files located on primary servers CIFS shares when they are tiered CIFS Primary Storage Stub Options NTP Software Precision Tiering can control how files on the CIFS primary server are handled when they are tiered Please specify which options to use below I Use properties from the Default Stub and Schedule Settings Copy the files on primary storage to secondary storage and stub the primary storage files as Stub files on primary storage using the offline file attribute IV Enable Auto Recall Stub files on primary storage using a HTM shortcut Stub files on primary storage using a URL shortcut Copy the files on primary storage to secondary storage and do not stub the primary storage files Copy the files on primary storage to secondary storage and delete the primary storage files Notes on the stubbing of files Stubs using the offline file attribute will be capable of being auto recalled HTM and URL stubs are capable of being recalled via the Precision Tiering File Intranet Web Site defined below 5 In the NFS Primary Storage Stub Options section specify the options through which you want NTP Software VFM to handle files located on primary servers NFS exports when they are tiered NOTE Microsoft Services for NFS must be installed on the task servers if you want to tier files from NFS exports NFS Primary Storage Stub Options NTP Software Precision Tiering can control ho
42. gned to one or more primary servers Schedule Name Description 4 Inthe Scan Schedule section specify the schedule that will control when the CTE will run and then click the Add button Scan Schedule Please specify the schedule that will control when the Core Tiering Engine will run Freguency Monthly he Day Last Saturday of Month Time 1 00 am L E Copyright 2009 2015 NTP Software 22 Configuring Core Tiering Engine Scan Policies The Core Tiering Engine Scan Policies allows you to control which files will be submitted for tiering by the Core Tiering Engine To configure CTE Scan Policy perform the following steps 1 Under Core Tiering Engine Configuration in the left hand main menu click Scan Policies 2 In the Core Tiering Engine Scan Policies click New CTE Scan Policy or click the name of an already existing CTE Scan Policy to edit these properties Core Tiering Engine Scan Policies The Core Tiering Engine scan policies allows you to control which files will be submitted for tiering by the Core Tiering Engine Click on the scan policy name to edit these properties CTE Policy Name Description Server Scan Location Count Default Default tier scan policy 1 New CTE Scan Policy 3 In the Name and Description section enter a name and description for the Scan Policy The name can then be assigned to one or more primary servers Name and Description Enter a na
43. he database The button will become disabled after pressing it Use the Refresh Page button to redisplay the page from the shares in the database After pressing Refresh Page the Refresh Shares button will become enabled again Note Allow several minutes for the task service to re populate the shares into the database You can continue to press the Refresh Page button until the shares you are expecting to be shown appear The Refresh Shares button is useful for when new shares are created on the primary server and you want them to appear within a short period of time Add to CTE Scan button Allows you to select one or more shares to be included in a Core Tiering Engine CTE scan Adding shares to the CTE from this menu will cause the CTE to scan the entire share If you wish to scan certain directories within a share then you must use the primary file server settings page to add the paths to CTE Scan Policy drop down Used in conjunction with the Add to CTE Scan button The selected shares being added to CTE will be assigned to the CTE Scan Policy selected in the drop down 4 Onthe Primary Share Detail section specify the configuration details Copyright 2009 2015 NTP Software 40 Primary Share Detail essPerms Cancel The tabular form outlined below displays the Configuration Options moen Use Server Settings Allows the shares to inherit their settings from the primary server settings If the prim
44. id you will be able to view the results of each file on Primary Storage Whether the file was stubbed for tiering requests or restored for recall requests Completed Requests Batch Id 9 Request Type Tier Specific File s Store Group AtmosGrp1 Number of Requests 1 Submitted By OurDomainiUser1 Time Submitted 6 16 2014 8 46 21 AM Time Started 6 16 2014 8 47 27 AM Duration 00 00 10 Folder Counts Processed 1 Excluded 0 Errored 0 Files Processed 3 Total Size 0 95 MB Files Excluded 0 Total Size 0 00 MB Files Access Denied 0 Total Size 0 00 MB F F iles In Use 0 Total Size 0 00 MB iles Errored 0 Total Size 0 00 MB Request ID v Request Status Duration Source Path Completed CLTESTBOX 6 16 2014 8 47 27 AM 00 00 10 NOLTESTBOKIS0UrteFilestTextFolder Request Detail Request Id 11 Request Type Tier Specific File s Request Status Completed Submitted By OurDomainWUser 1 Time Submitted 6 16 2014 8 46 21 AM Time Started 6 16 2014 8 47 27 AM Duration 00 00 10 Source Path NCLTESTBOXISourceFilesiTextFolder Folder Counts Processed 1 Excluded 0 Errored 0 Files Processed 3 Total Size 0 95 MB Files Excluded 0 Total Size 0 00 MB Files Access Denied 0 Total Size 0 00 MB Files In Use 0 Total Size 0 00 MB Files Errored 0 Total Size 0 00 MB File Size KB Status TextFilel txt 251 88 File Tiered Active Stub OurDomain User2 TextFile2 txt 358
45. iguration database too This occurred during step 4b a Select the oddm_web_ svc user in the Security item under the configuration database and choose Properties Eee Copyright 2009 2015 NTP Software 57 b On the Securables tab Add the three stored procedures and grant Execute permissions to each The three stored procedures are l dbo BackupDatabase II dbo DeleteAgedRequests LIL dbo DeleteRequest Open the NTP Software VFM Administration web site and update the database settings for the configuration database Be sure to update the password field too The database move is now complete Steps to e Using Microsoft SQL Server Management Studio on the current move the database server location of Backup the stores database to a file the stores database e Using Microsoft SQL Server Management Studio on the new database server 1 Create the database on the new server It is recommended to use a collation of SQL Latin1 General CP1 CI AS Restore the stores database to the new server Remove the oddm web svc user from the Security item under the stores database it is no longer valid Remove the schema too if prompted to do so If the new stores database server is the same as the configuration database server then skip step 5 and go to step 6 Create a new Login under the main Security item using a login name of oddm_web_ svc a Set it to use SQL Server authen
46. ing Engine must be installed on the Windows server for which the NTP Software VFM Task Service controls the tiering of the primary server s files To assign a Core Tiering Engine schedule and policy click on the Edit Server link for the primary serveron the primary servers pageand enable Scanning for the Core Tiering Engine as well asassign the schedule A policy can be assigned to each scan location added C Copyright 2009 2015 NTP Software 21 Configuring Core Tiering Engine Scan Schedule The Core Tiering Engine Scan Schedule allows you to control when the Core Tiering Engine will run To configure CTE Scan Schedule perform the following steps 1 Under Core Tiering Engine Configuration in the left hand main menu click Scan Schedules 2 In the Core Tiering Engine Scan Schedules section click New CTE Scan Schedule or click the name of an already existing CTE Scan Schedule to edit these properties Core Tiering Engine Scan Schedules The Core Tiering Engine scan schedules allows you to control when the Core Tiering Engine will run Click on the scan schedule name to edit these properties Default Defaulttier scan schedule 1 New CTE Scan Schedule 3 In the Name and Description section enter a name and description for the Scan Schedule The name can then be assigned to one or more primary servers Name and Description Enter a name and description for the scan schedule This name can then be assi
47. itional status information Request Type Request Time Submitted By Primary Share sr Pending Tier Files 5130 2014 10 13 43 AM OurDomainiUser3 CLTESTBOX Contractors CLTESTBOX 3 To view the requests within a certain Batch ID click on the Batch ID link Queued Requests Note Refer to the Task Service Status on the Primary File Servers Status page for additional status information Request ID Request Type Request Time Submitted By Task Server Status Source Path 9 Tier Files 5 30 2014 10 13 43 AM OurDomainiUser3 CLTESTBOX Pending WCLTESTBOMContractorsiContractor1 10 Tier Files 5 30 2014 10 13 43 AM OurDomainiUser3 CLTESTBOX Pending WCLTESTBOMContractorsiContractor2 Delete Hold Release Hold I Select All Requests 4 Toview the request details click on the Request ID Request Detail Request Id 9 Request Type Tier Specific File s Submitted By OurDomain User3 Time Submitted 5 30 2014 10 13 43 AM Source Path NCLTESTBOXIContractorsiContractor 1 File Size KB File Owner ProjectSpecs doc 2 781 00 OurDomain User2 ProjectTimeframe doc 315 16 OurDomain User2 eee eee eee eee Copyright 2009 2015 NTP Software 50 Viewing Completed Requests CTE This page displays all of the most recent completed requests The number of completed requests that will be displayed is 250 by default This number is controlled by the MaxCompletedRequestsToDisplayvalue found in the web config
48. ls Enabling NTLM Firefox may always prompt for credentials even when logged on Authentication on as an account in the allow users list however the following Firefox options can be set to try and avoid the prompt e Type about config in Firefox s address bar and then click eee OSOees_ _ ____ _ _ eras Copyright 2009 2015 NTP Software 64 OK In the search filter type network automatic ntlm auth trusted uris Double click the one item in the list and enter this into the dialog box replacing servername with the name of your web server http servername PTAdmin Notes o If the name of the administration web site is ODDMAdmin then use it instead of PTAdmin o If SSL was configured for the administration web site then use https instead of http SSL Configuration When SSL is enabled on the administration web site then the for NTP Software following components must be configured to use https instead VFM Components of http to be able to access to the admin site The format of the URL should be either http WebServer 30 PTAdmin ODDMService asmx A port must be specified unless using port 80 which is the default port and is optional httos WebServer 443 PTAdmin ODDMService asmx A port must be specified unless using port 80 which is the default port and is optional For each Task Service Go to their installation directory default is C Program Files
49. mary Share Contractors Task Server CLTESTBOX Secondary Group AtmosGrp1 Submitted By OurDomainiUser3 All Size values are shown here in MB units Requests Priority Priority Status Secondary Store Store Type Files Processed Files Excluded Files Errored View i 0 Size 0 00 Completed Default ATMOS 4 Size 5 59 0 Size 0 00 7 To dig further to the request within the specified batch click the View link Completed Requests Secondary Store Default Store Type ATMOS Request Type Tier Specific File s Note Information is no longer available regarding file detail Number of Requests 2 Primary Server CLTESTBOX Primary Share Contractors Task Server CLTESTBOX Secondary Group AtmosGrp1 All Size values are shown here in MB units Request ID ID Status Files Processed Files Excluded Files Errored Source Path Completed 2 Size 3 02 0 Size 0 00 0 Size 0 00 WCLTESTBOXContractors no longer av 7 Completed 2 Size 257 0 Size 0 00 0 Size 0 00 VCLTESTBOXIContractorskno longer av 8 Drilling into the Request ID in the file grid you will be able to view the results of each file on Secondary Storage Request Detail Request Id 6 Secondary Store Default Store Type ATMOS Request Type Tier Specific File s Note Information is no longer available regarding file detail Request Status Completed Source Path CLTESTBOX Contractors no longer available Fil
50. me and description for the scan policy This name can then be assigned to one or more primary servers Scan Policy Name Default Default tier scan policy Description Copyright O 2009 2015 NTP Software 23 4 In the Scan Policy section specify the criteria by which NTP Software VFM can identify which files are tiered by the CTE Files can be identified for tiering based on modified accessed and created dates Files can also be identified by file size and by file type settings NOTE NTP Software VFM can control which files are tiered by the Core Tiering Engine Files can be identified for tiering based on modified accessed and created dates Files can also be identified for tiering based on file size by selecting the Tier all files based on file size only option Each of the accessed modified and creation date settings below can be specified as either a number of months or a date Scan Policy NTP Software Precision Tiering can control which files are tiered by the Core Tiering Engine Files can be identified for tiering based on modfied accessed and created dates Files can also be identified for tiering based on file size by selecting the Tier all files based on file size only option or by selecting a File Type Setting Each ofthe accessed modified and creation date settings below can be specified as either a number of months or a date I Tier all files based on file size only Modified Do nottier
51. n if the admin was upgraded from an earlier version Double click on Authentication and ensure Windows Authentication is enabled and all other authentication methods are set to disabled Open IIS Manager Expand the Default website and click on the PTAdmin virtual directory Note The virtual directory name may be ODDMAdmin if the admin was upgraded from an earlier version Double click on SSL Settings and check the Require SSL checkbox NOTE During installation of the other NTP Software VFM components you may be prompted to supply the name of the administration web site Use https instead of http when SSL has been enabled here Also include the port number when not using port 80 If the components have already been installed then refer to the SSL section below Go to the Admin site installation folder by default it is installed here C Program Files x86 NTPSoftware VFM Web Open the Web config file in a text editor To allow specific users place the following xml directly underneath this tag lt authentication mode Windows gt Separate each user account with a comma lt authorization gt lt allow users domainname user1 domainname user2 do Copyright 2009 2015 NTP Software 62 mainname user3 gt lt deny users gt lt authorization gt e To allow specific groups place the following xml directly underneath this tag lt authentication mode Windows gt
52. ns one ofthese file types will be tiered to that secondary storage Add Secondary Stores to Group Press Assign to Include Secondary Storage Typef EMC Atmos v Secondary Store Name Defautt v File Type Name Unspecified ba Secondary Stores Assigned to the Grou Default EMC Atmos Unspecified Remove Secondary Store Name Secondary Store Type File Types x 4 In the Other Secondary Store Group Settings section specify the criteria for a successful tiering request Other Secondary Store Group Settings Please specify if tiering files to all secondary stores or to at least one secondary store will denote a successful tiering request Requests are successfull if files are copied to all secondary stores in the group Requests are successfull iffiles are copied to atleast one secondary store in the group Note This setting only applies if two or more secondary stores exist in the store group PP Copyright O 2009 2015 NTP Software 29 NOTES e An optional File Types name can be assigned separately to each of the secondary stores Files that match those file types will be tiered to that secondary store You can assign different file types names if you want to tier files of different types to different locations If the Requests are successful if files are copied to all secondary stores in the group is selected then only when the file has been successfully tiered to all of the secondary stores will the fil
53. nt Name oddam we b svc I Setich ange Password Password Co nfi rm P as svor d Anply Cancel 3 Click the Apply button and then click OK to finish NOTE If the Set Change Password option is not checked the password that is stored in the database is not changed Copyright O 2009 2015 NTP Software 11 Configuring Stores Database Server Settings This section shows the configuration of the database that will store the objects that have been tiered The database settings were provided when NTP Software VFM was installed If you change the name of the database server or the name of the database here then you must also do the same within SQL server The database credentials were created automatically when NTP Software VFM was installed If you change the name or password of the SQL account here then you must also do the same within SQL server To configure stores database settings perform the following steps 1 Under Database Configuration in the left hand main menu click Database Stores Settings The Stores Database Settings dialog is displayed 2 On the Stores Database Server Settings section enter the name of the server and the name of the database Please specify the database that will contain the NTP Software Precision Tiering secondary store objects Database Server feteste Database Name NTPSoftwarePrecisionTieringStores NOTE Please refer to the Database Appendix The appendix has det
54. o another task server SS SS Copyright 2009 2015 NTP Software 30 NOTES The task service installer for a NAS or generic server will prompt for the initial NAS or generic host name This host name will automatically be added to the primary servers as described above If you want the same task service to control more than one of the same type of NAS or generic server then use the New Primary Server button To add a new primary server perform the following steps 1 Under Primary Storage in the left hand main menu click Primary File Servers 2 Inthe Primary File Servers dialog box click the New Primary Server button Primary File Servers A Primary Server is a source file server Users connecting to the primary server s shares will be able to select files and folders for tiering To add a new primary server click the New Primary Server button To update delete or disable tiering for an existing primary server click the Edit button corresponding to that primary server Action Primary Server Primary Type Task Server Tiering Stub Settings Secondary Store Gri Tier Shares CTE Scanning CTE Sche Edit Server Edit Shares HOSSAM W2K8 Windo 1HOSSA 4 4 0 Enabled Default AtmosGrp1 All Shares Disabled Defaultad Edit Server Edit Shares CLTESTBO Windows 5 2 CI STBOX 4 4 0 562 Enabled Default AtmosGrpl All Shares Enabled Not Scl 4 New Primary Server Default Secondary Store Group for New Primary Servers Atmo
55. on corresponding to that primary server Action Primary Server Primary Type Task Server Tiering Stub Settings Secondary Store Gr Tier Shares CTE Scanning CTE Sche Edit Server Edit Shares HOSSAM W2K8 Windows 6 1 HOSSAM W2K8 4 4 0 Enabled Default AtmosGrp1 All Shares Disabled Defa utd Edit Server Edit Shares CLTESTBOX Windows 5 2 CLTESTBOX 4 4 0 562 Enabled Default AtmosGrp1 All Shares Enabled Not Sel 4 New Primary Server Default Secondary Store Group for New Primary Servers AtmosGrp1 v Make This Group the Default 3 In the Edit Existing Primary Server dialog box enter the changes updates to the server information and then click the Update button Please refer to the Add a New Primary Server section NOTE To remove a primary server e f the corresponding task service has more than one primary server assigned to it then you can remove one of its primary servers by clicking on the Delete button in the Edit Existing Primary Server dialog box If the corresponding task service only has one primary server assigned to it and you want to remove that primary server then Uninstall the NTP Software VFM Task Service first Click the Delete button in the Edit Existing Primary Server dialog box Copyright 2009 2015 NTP Software 37 Configuring Primary Server Shares One or more shares and exports for a primary server can be configured with separate tiering options stub and schedule settings and seconda
56. onths The tiering requests files tiered and storage usage savings shown in the top charts represent what the user has done during the last week Similarly the bottom charts show what happened on a monthly basis with the number of tiering requests number of files tiered and storage usage savings the user has achieved during the last 6 months DIT III Copyright O 2009 2015 NTP Software 54 Viewing Requests By User This page displays the number of tier and recall requests for each user who submitted requests To view this report perform the following steps 1 Click Requests by User underReports in the left hand main menu The User Report is displayed User Report Submitted By Tiering Requests Recall Requests NIPGREATAdministrator 3 4 2 To display more detail click the user name This page displays the number of requests for the selected user that were destined for each of the primary servers listed This page also displays statistical information for the past 7 days as well as for the month when the Monthly Activity tab is selected NOTE Detailed information is only displayed for tier requests Recall requests are not taken into consideration here User Tering Report User Our DomainiUser 1 Avg FilesRequest 2 33 Tiering Requests 3 Avg Time Request 3 00 seconds Primary Server Tiering Requests PrimaryServert Daily Activity Monthly Activity Number of Tl
57. or more file types by which NTP Software VFM can limit the files that can be tiered Indicate whether the listed file types are a list of excluded or included file types File Type Settings NTP Software Precision Tiering can limit the files that can be tiered by file type Enter each file type wildcards accepted Note File types are case insensitive except for when comparing files located on NFS File Types o Add Remove Add the entry that indicates files having no file type Indicate whether the above list is a list of excluded or included file types Excluded File Types C Included File Types Copyright 2009 2015 NTP Software 20 Core Tiering Engine in Brief The Core Tiering Engine works in conjunction with NTP Software VFM to tier files from one or more primary servers As with RCDM the Core Tiering Engine gives administrators a method to tier aged files from servers The NTP Software VFM Administration site and corresponding Task Services must be configured in order for the Core Tiering Engine to tier files Based on the configuration the engine can scan CIFS shares and NFS exports identify files that meet the requirements to be tiered then issue tier requests to NTP Software VFM Administration web site The corresponding Task Services will process the tier requests that have been submitted to NTP Software VFM as would occur in any standard NTP Software VFM deployment NOTE The Core Tier
58. ownload site then those files will be temporarily stored in the UNC specified here DIA AA Copyright O 2009 2015 NTP Software 18 8 If Use Download Capability Only for the File Intranet Site option is checked then users will not be offered a choice with the PTFilelntranet web site Files will always be copied to the download site without affecting the stubbed file Precision Tiering File Intranet Web Site When users access a file on primary storage that was tiered and stubbed using a htm or url shortcut they will be redirected to the URL defined here This web site will give the user an option to recall the file back to primary storage or copy the file to the download site M Use properties from the Default Stub and Schedule Settings Use Download Capability Only for the File Intranet Site Precision Tiering File Intranet URL 9 In the Tiering Schedule section specify which options to use NTP Software VFM can control when tiering requests are executed immediately or during a specific time Tiering Schedule NTP Software Precision Tiering can control when tiering requests are executed The requests can be executed immediately or they can be executed during a specific time window If specifying a time window the local time of the Task Service that executes the request will be used Please specify which option to use below M Use properties from the Default Stub and Schedule Settings O Allow ti
59. port s path Tiering column Indicates whether the share is using the primary server settings or it has been explicitly configured with its own Settings Enabled via Allowed Indicates the share is using the primary server settings and the Allows tiering for shares that have not been configured checkbox is checked Disabled via Allowed Indicates the share is using the primary server settings and the Allows tiering for shares that have not been configured checkbox is not checked Enabled via Share Indicates the share has been explicitly configured with its own settings and its Tier setting is set to enabled Disabled via Share Indicates the share has been explicitly configured with its own settings and its Tier setting is set to disabled Stub and Schedule Settings column Displays the name of this setting for shares that have been explicitly configured Secondary Store Group column Displays the name of this setting for shares that have been explicitly configured Configure Shares button Allows you to select one or more shares to explicitly configure The Primary Share Detail page will be displayed when this button is pressed SS SS O O Copyright 2009 2015 NTP Software 39 Refresh Page button Redisplays all of the shares This is used in conjunction with the Refresh Shares button Refresh Shares button This sends a message to the task service instructing it to reload all shares for this primary server into t
60. providing file data management solutions that deliver all of the enterprise class features needed to understand manage monitor and secure file data completely NTP Software is a global leader and has been chosen by the majority of Fortune 1000 companies and thousands of customers in private and public sectors for providing leadership through superior solutions professional services experience and trusted advice NTP Software delivers a single solution across the entire data storage environment from individual DIA III III I I FG Copyright O 2009 2015 NTP Software 66 files and users to an entire global enterprise across thousands of systems and sites NTP Software reduces the cost and complexity associated with the exponential growth of file data and is located on the web at www ntpsoftware com NTP Software Professional Services NTP Software s Professional Services offers consulting training and design services to help customers with their storage management challenges We have helped hundreds of customers to implement cost effective solutions for managing their storage environments Our services range from a simple assessment to in depth financial analyses For further assistance in creating the most cost effective Storage Management Infrastructure please contact your NTP Software Representative at 800 226 2755 or 603 622 4400 Copyright 2009 2015 NTP Software 67 The information contained in this document is believed
61. rative alerts perform the following steps 1 Under Notification Configuration in the left hand main menu click Notification Settings The Administrative Alerts section is displayed Administrative Alerts NTP Software Precision Tiering can send an alert when certain conditions exist Please send choose the alerts to E Log alerts to the Windows Event Log I E mail Administrative Alerts to full e mail address 2 Select the type of alert you want to send 3 Select one or more options determining when you want to have an alert sent 4 Click Apply and then click OK to finish Copyright O 2009 2015 NTP Software 9 Configuring Database Server Settings This section shows the database settings that will store all configuration information The database settings were provided when NTP Software VFM was installed If you change the name of the database server or the name of the database here then you must also do the same within SQL server The database credentials were created automatically when NTP Software VFM was installed If you change the name or password of the SQL account here then you must also do the same within SQL server NOTE The password will be encrypted for security purposes To configure NTP Software VFM database settings perform the following steps 1 Under Database Configuration in the left hand main menu click Database Config Settings The Configuration Database Settings dialog is
62. ribute used to store user names for example uid Copyright 2009 2015 NTP Software 6 NOTES e If you want the NTP Software VFM web app to send email notifications back to the users who sent a tier or recall request then you must provide a mechanism for the web app to determine the user s email address The Primary Host and Port are required for the Use Active Directory or Use LDAP Connector options The Secondary Host and Port are optional for the Use Active Directory or Use LDAP Connector options If the user s email address was not found using the primary server then the secondary server will be searched The LDAP Mail Name and Filter Name are required for the Use LDAP Connector option 4 Inthe Mail format section select either HTML or Plain Text mail format Mail Format NTP Software Precision Tiering can send mail using HTML or plain text Please choose the format that NTP Software Precision Tiering will use HTML Plain Text Copyright 2009 2015 NTP Software 7 Configuring User Notifications User notifications are emails sent to the user making the data movement request NTP Software VFM can email an acknowledgment to users to notify them that their request has been successfully received It also emails the results of the request to the user and provides the option to email the results to other recipients To configure the user notifications per
63. rs CLTESTBOX OurDomainiUser3 5 30 2014 10 08 31 AM 00 00 06 4 To view the requests within a certain Batch ID click on the Batch ID link Completed Requests Batch Id 6 Request Type Tier Specific File s Store Group AtmosGrp1 Number of Requests 2 Submitted By OurDomain User3 Time Submitted 30 2014 10 08 23 AM Time Started 30 2014 10 08 31 AM Duration 00 00 06 Folder Counts Processed 2 Excluded 0 Errored 0 Files Processed 4 Total Size 5 59 MB Files Excluded 0 Total Size 0 00 MB Files Access Denied 0 Total Size 0 00 MB Files In Use 0 Total Size 0 00 MB Files Errored 0 Total Size 0 00 MB Request ID v Request Status Start Time Duration Source Path 7 Completed CLTESTBOX 5 30 2014 10 08 36 AM 00 00 01 WCLTESTBOxX Contractors no longer av 6 Completed CLTESTBOX 5 30 2014 10 08 31 AM 00 00 01 WCLTESTBOxX Contractors no longer av 6 To view the results of the files being tiered to each of the secondary stores defined in the storage group click on the Store Group link NOTE If the request type was to tier specific files then those file names size and L Copyright 2009 2015 NTP Software 51 owners will appear If the request type was to tier a folder then the file grid will not appear Completed Requests Request Type Tier Specific File s Note Information is no longer available regarding file detail Primary Server CLTESTBOX Pri
64. rver s files to If checked then all of the primary server s shares will be allowed to have files tiered from without being configured separately If the share does not have an explicit configuration defined then the primary server settings will be used If not checked then only the primary server s shares that are explicitly configured will be allowed to have their files tiered Therefore tiering can be restricted to certain shares Refer to the section on Configuring Primary Server Shares for more details 33 Use the Default Download Location UNC If checked then all file download requests Path initiated from the Access Portal Recovery Portal or PTFilelntranet sites will use the default download location defined in the Additional Configuration Default Download Location page If unchecked then all file downloads will be stored in the location specified below File Download UNC If the above checkbox is not checked then specify the UNC path to be used to temporarily store the contents of tiered files being downloaded from secondary storage Note The Access Portal Recovery Portal and PTFilelntranet sites application pool users must be granted read access to the share and directories in this UNC path Important Notes e The following applies to Task Services for Windows ONLY Primary Server name represents a Cluster name When checked indicates that the primary server name is the cluster which contains th
65. ry storage group than the settings defined for the primary server itself NOTE After a new primary server has been added it may take several minutes for the shares to be populated however if the shares or exports continue tonot display on this page then the task service s login account may not have been made a member of the administrators group or the account does have the proper permissions to the NAS device To configureone or more primary file server shares perform the following steps 1 Under Primary Storage in the left hand main menu click Primary File Servers 2 Inthe Primary File Servers dialog box click Edit Shares for the primary server name that you want to edit 3 The Primary File Server Shares dialog box will be displayed Primary File Server Shares A Primary Share is a share located on the source file server To configure tiering for shares select the shares and click the Configure Shares button All shares that are configured will override the corresponding primary server settings and users will be allowed to tier files and folders on these shares All shares that are not configured will rely on the primary server settings as well as the value for Allow tiering for shares that have not been configured to determine whether or not users are able to tier files and folders on these unconfigured shares Filter Shares Notes Multiple values may be entered by separating the values with a character U
66. s assigned to the group To add edit secondary store group perform the following steps 1 Under Secondary Storage in the left hand main menu click Secondary Storage gt Storage Configuration gt Store Groups Secondary Store Groups The secondary store groups allow you to configure one or more secondary stores along with optional file type settings Click on the secondary store group name to edit these properties AtmosGr AtmosGrp1 2 New Secondary Store Group Default Secondary Storage Type for New Secondary Store Groups EMC Atmos v Make This Type the Default NOTE New secondary storage groups being created will initially be assigned to the secondary storage type shown in the above drop down control 2 In the Secondary Stores Groups section click New Secondary Store Group or click the name of an already existing secondary store group to edit these properties Name and Description Enter a name and description for the secondary store group This name can then be assigned to one or more primary servers Group Name AtmosGrp Description In the Secondary Stores Optional File Type Assignments section assign one or more secondary stores to a group Secondary Stores and Optional File Type Assignments location For each secondary store assigned to this group files will be tiered to each of the secondary storage locations If an optional file type name is present then only files whose name contai
67. s to this share and the root folder of this share amp pply Cancel IATA Copyright O 2009 2015 NTP Software 42 The Task Service for VNX requires the EMC CAVA services to be installed as well as the Proxy Service These services are needed to provide auto recall support for EMC VNX servers version 7 1 74 5 and later A single instance of Proxy Service is capable of providing auto recall support for multiple EMC VNX servers Enter the NetBIOS name of the server which has the Proxy Service installed Each VNX primary server can be set to use this default server or use its own proxy server which can be defined in the primary file server page Default NTP Proxy Server The NTP Software Task Service for VNX requires the EMC CAVA services to be installed as well as the NTP Software Precision Tiering Proxy Service These services are needed to provide auto recall support for EMC VNX servers version 7 1 74 5 and later A single instance of the NTP Software Precision Tiering Proxy Service is capable of providing auto recall support for multiple EMC VNX servers Enter the netbios name ofthe server which has the NTP Software Precision Tiering Proxy Service installed Precision Tiering Proxy Server Netbios Name Note The Proxy Server Netbios name must be defined in DNS Brply Cancel Copyright O 2009 2015 NTP Software 43 VFM Status Pages Viewing Primary File Server Status This page displays the status o
68. sGrp1 v Make This Group the Default 3 In the Add New Primary Server dialog box enter the needed information This dialog box enables you to assign the settings for Tiering Stubbing Secondary Storage Group and the CTE settings to a primary server Add New Primary Server Enter the fully qualified name of the primary server and assign it to the correct task server device type For example if the primary server you want to add is a NetApp host then enter the fully qualified name of the NetApp host as the primary server name and select a task server for NetApp The Precision Tiering task service on the task server must have full permissions to the NAS CIFS shares Ifa task server is not found in the drop down list then you must first install the task server using the NTP Software Precision Tiering Task Service for NetApp EMC VNX Windows or Generic When the installation is complete the task server device will appear in the drop down list More than one NAS primary server can be assigned to the same task server as long as the task service has full permissions to its CIFS shares For a Windows primary server you must select the task server Windows or Generic option where the task server name is the same as the primary server name Tiering and Secondary Storage Settings Primary Server I The Primary Server name represents a Cluster Name Task Server CLTESTBOX Windows Tiering Submission Enabled z Stub and Schedul
69. se a within a value to indicate a wildcard or to replace a character I Share Name 4 Share Type Share Path Tiering ore I AccessPerms CIFS CAccessPerms wed a I ADMINS CIFS G OWS wed L Set IO cg CIFS d Set I Contractors CIFS d 1 I Offlinestore CIFS ved erver Set L SourceFile CIFS wed i I sources CIFS sou ved 1 O Users CIFS User ved i v 4 gt Configure Shares Refresh Page Refresh Shares Add to CTE Scan scan Policy Default Note Clicking the Refresh Shares button will inform the Primary Server s Task Service that it should refresh the list of shares that exist on the Primary Server This operation may take several minutes to be reflected in the Primary File Server Shares page Note To fully manage the Primary s Server CTE scan locations please view the Primary Server detail page The Add CTE Scan button is available here on the Primary Share detail page to add a share to the list of CTE scan locations III Copyright O 2009 2015 NTP Software 38 mose Used to display share names using a wild card This is useful when there are Filter Shares text box and button thousands of shares defined on the primary server Share Name column Displays the name of the CIFS share or NFS export Share Type column Indicates if the sharename is CIFS or NFS Share Path column Shows CIFS share s path or NFS ex
70. stTextFolder 3 To view the results of the files being tiered to each of the secondary stores defined in the storage group click on the Store Group link Completed Requests Request Type Tier Specific File s Primary Server CLTESTBOX Primary Share SourceFiles Task Server CLTESTBOX Secondary Group AtmosGrp1 Submitted By OurDomain User1 All Size values are shown here In MB units Status Secondary Store Store Type Files Processed Files Excluded Files Errored view 0 Size 0 00 Completed Default ATMOS 3 Size 0 95 0 Size 0 00 Copyright O 2009 2015 NTP Software 48 4 To dig further to the request within the specified batch click the View link Completed Requests Secondary Store Default Store Type ATMOS Request Type Tier Specific File s Number of Requests 1 Primary Server CLTESTBOX Primary Share SourceFiles Task Server CLTESTBOX Secondary Group AtmosGrp1 All Size values are shown here In MB units Files Processed Files Excluded Files Errored Source Path ag Completed 3 Size 0 95 0 Size 0 00 0 Size 0 00 WCLTESTBOX SourceFiles TextF older If the request type was to tier or recall specific files then those file names and sizes will appear If the request type was to tier or recall a folder then the file grid will not appear 5 Navigate to the batch details page as per step 2 of this section you can drill into the Request ID in the file gr
71. stores Database backups can be very large in size which should be taken into consideration when choosing the correct options for your environment When Allow Multiple Backup Copies is checked for the Backup Location then multiple copies of the database will be kept in that location NTP Software VFM does not maintain these copies so it is up to the administrator to delete the copies which are no longer wanted 4 In the Database Backup Schedule section specify the date to be used by Software VFM to back up the configuration and stores databases if enabled in the above settings Database Backup Schedule Please specify the schedule to be used by NTP Software Precision Tiering to backup the configuraiton and stores databases if enabled in the above settings L E Copyright 2009 2015 NTP Software 15 Recovering Database 1 Under Database Configuration in the left hand main menu click Database Recovery 2 The Database Recovery section displays information on the configuration database and stores database 3 To recover a database that has been tiered to a secondary store perform the following steps NOTE A task service is required to be installed on the same server as the database server Supply the UNC path to recover the database backup files to Press the appropriate Recover button for the database you want to recover Use SQL Server Management Studio to manually restore the database from the UN
72. tF older Copyright 2009 2015 NTP Software 45 2 To view the details of the request click the link for the request ID This will show the details of the request the request ID who submitted it when it was submitted the UNC path of the file the file name the file size and the file owner NOTE If the request type was to tier or recall specific files then those file names sizes and owners will appear If the request type was to tier or recall a folder then the file grid will not appear Request Detail Request Id 4 Request Type Tier Specific File s Submitted By OurDomain User1 Time Submitted 5 30 2014 9 49 39 AM Source Path WCLTESTBOX SourceFiles OfficeFolder File Size KB File Owner WordFile4 doc 19 016 46 OurDomain User2 NOTES e Queued requests are sitting in a queue waiting to be serviced Pending items will get processed in a sequential order On hold Manual means the item was placed on hold manually i e by using the Hold button Items that are manually held will not be processed until the administrator releases the hold on the item On hold Network means the item was placed on hold by a task service due to a network issue while trying to tier or recall an item When the network issue is resolved then these held items will automatically be released by the task service It is possible to place network held items on manual hold by selecting the items and pressing the hol
73. the appropriate task server that will be used to tier files from the primary server depending on the primary server s platform type Tiering Submission Submitting tiering requests can be enabled or disabled Primary servers that are disabled will continue to process all pending tiering requests however new tiering requests will be denied Recall and Recovery requests are not affected and will always be accepted DIA o Copyright O 2009 2015 NTP Software 32 Stub and Schedule Settings Keep Auto Recall active when not stubbing with the offline file attribute NOTE This setting is not present for primary servers using the Task Service for Generic task server Secondary Store Group Allow tiering for shares that have not been configured Copyright 2009 2015 NTP Software Select the name of a stub and schedule setting that will be used for stubbing files on the primary server after the file has been tiered If checked then the Auto Recall connector will always be loaded and active even when files are being stubbed as HTM or URL file types instead of using the offline file attribute This setting is useful when some files were previously being stubbed and set with the offline file attribute but that is no longer the setting now This allows for these previous files to be auto recalled Select the name of the secondary storage group which contains one or more secondary storage locations to tier the primary se
74. this do i Onthe Primary Servers page SS III I III I Copyright O 2009 2015 NTP Software 60 edit each of the cluster server nodes and check the checkbox for Keep Auto Recall active when not stubbing with the offline file attribute ii Note There is no need to check the checkbox for Keep Auto Recall active when not stubbing with the offline file attribute on the cluster It will have no effect Additional configuration For auto recall to function properly in this type of when in an environment environment both of the Windows server nodes and the whose tiered files are Cluster node must be configured to use the same exact being replicated and the secondary store name otherwise auto recall may fail source files are stubbed trying to retrieve a replicated file on the secondary using the offline file storage device attribute Copyright 2009 2015 NTP Software 61 Controlling User Access to the NTP Software VFM Administration Website Appendix Appendix Name Controlling User Access to the NTP Software VFM Administration Website To make sure that Windows Authentication is turned on for the Admin site Enabling SSL on the Administration Web Site Allowing Authorization to specific users and groups to access the NTP Software VFM Administration site Open IIS Manager Expand the Default website and select the PTAdmin virtual directory Note The virtual directory name may be ODDMAdmi
75. tication b Set the default database to the name of the stores database default is NTPSoftwareVFMStores Set the default language to English Server Roles can be left as all unchecked User Mapping Assign db backupoperator db datareader db datawriter and public to the stores database f Go to Step 7 If step 5 was performed then skip this step and go to step 7 otherwise the oddm web svc login must be added to the Security User item under the stores database as a new user III IIIT lt 5SHHHHHHHHHHIIIIHFHFHFf FFI Copyright O 2009 2015 NTP Software 58 User name oddm_web_ svc Login name oddm web svc select it from the browse menu Assign database roles of db backupoperator db datareader db datawriter 7 Create anew Login under the main Security item using a login name of domain account where this account is the same as the service account used by the NTP Software VFM Task Services If the task services use different accounts then Steps 7 and 8 must be performed for each account a Set it to use Windows authentication b Set the default database to the name of the stores database default is NTPSoftwareVFMStores Set the default language to English Server Roles can be left as all unchecked User Mapping Assign db backupoperator db datareader db datawriter db owner and public
76. w files on the NFS primary server are handled when they are tiered Please specify which options to use below I Use properties from the Default Stub and Schedule Settings Copy the files on primary storage to secondary storage and stub the primary storage files as Stub files on primary storage using a HTM shortcut Copy the files on primary storage to secondary storage and do not stub the primary storage files C Copy the files on primary storage to secondary storage and delete the primary storage files otes on the stubbing of files HTM stubs are ng of 5 capable of being recalled via the Precision Tiering File Intranet Web Site defined below 6 In the NTP Software VFM File Intranet Website section enter the URL of the website to which users are directed when they access a file on primary storage that was tiered and stubbed using either the URL or HTM stub options This website allows users an option to recall files back to primary storage The URL format is http lt server gt PTFilelntranet Note The NTP Software VFM File Intranet must be installed on lt server gt 7 In the NTP Software VFM File Download UNC section enter the UNC path that will be used as a temporary location to store recovered files The format is server share path where path is optional The NTP Software VFM Access and Recovery portals offer users a choice when recovering files If the user chooses to recover the files to the d
77. x86 NTPSoftware VFM Task Service lt platform gt Edit the MainConfig xml file Change the lt URL gt value to use https and include the port number if different than port 80 Save the file and restart the task service For the Access and Recovery Portals and the PTFilelntranet sites Go to their installation directory default is C Program Files x86 NTPSoftware VFM lt appname gt Edit the Web Config file Change http to https and include the port number if different than port 80 for each line found there may be multiple lines that contains the ODDMService asmx SS Copyright 2009 2015 NTP Software 65 text For Right Click Data Movement RCDM Open the registry by running regedt32 HKEY_LOCAL_MACHINE SOFTWARE NTPSoftware Right Click Tiering Data Change the value for OddmUrl to use https and include the port number if different than port 80 For this new setting to take effect you must close all Windows Explorers and Control Panel windows and then obtain a new Windows Explorer window For Event Driven Data Movement EDDM Go to its installation directory default is C Program Files x86 NTPSoftware VFM EDDM Edit the cseda inf file Change the value for OddmUrl to use https and include the port number if different than port 80 Save the file About NTP Software NTP Software puts users in charge of their file data and is the only company

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