High-Rely NetSwap Backup System Documentation V1.1 Copyright © 2011 by Highly Reliable Systems. All rights reserved. 1 Please Read This 1st Important Quick Start Information for your High-Rely drive ● When using “High-Rely Classic” media trays the drive will not spin up until the key is turned on. This is by design and prevents accidental media removal. ● Please do NOT ATTEMPT TO REMOVE High-Rely classic media from their drive bays without “unlocking” the drive with the key first! Forced removal of the drive will void your warranty. The key has a mechanical interlock that blocks the drive from being removed. This note does not apply to Mpac media, which is removed by simply flipping the metal locking tab out. ● We recommend telling all operating systems. to “safely remove” the drive prior to removing drive to avoid removing drive during a write. If you are sure the drive is not being used, you may skip this step at your own discretion. ● The latest Service Packs are important! Microsoft has continued to Debug removable drives on the Windows 2000, XP, 2003, Vista, Windows 7 , 2008 and beyond. If you do not have the latest service packs you may have problems. For example, XP machines without appropriate Service Packs cannot properly recognize drives above 137GB. While it may appear to work, the drive will corrupt data when it fills above that level. Windows XP and 2003 operating systems do not recognize greater than 2TB drives or GPT partition tables. Read the manual or our web site for more details. ● If you are swapping multiple trays in your removable device, you may have a drive letter problem as you change your media. Sometimes Windows will assign drive letters randomly which can cause your backup software to fail. You can use the High-Rely Drive Manager utility HRDM2.MSI to solve this problem. To do this, install HRDM2 on the machine that the High-Rely system will be connected to. ● Larger hard drives (1, 2, 3 TB and beyond) are extremely sensitive to shock. Please handle with care when transporting off-site or removing and use our padded carrying cases to avoid data loss. ● Photos and screen shots in this manual may not reflect your exact product or operating system. We'd appreciate you telling us if an update is needed. The information in this manual primarily documents Windows. Although our products are known to work with Windows NT, Linux, Mac OS X and other operating systems, at this time, our tech support can assist with Windows platforms only. Copyright © 2011 by Highly Reliable Systems. All rights reserved. 2 Table of Contents 1 Introduction.............................................................................................................................................5 2 NetSwap Hardware.................................................................................................................................6 2.1 Front Panel.....................................................................................................................................6 2.1.1 Power On Procedure.............................................................................................................6 2.1.2 Power Off Procedure.............................................................................................................6 2.2 Rear Panel......................................................................................................................................7 3 NetSwap Administration.........................................................................................................................8 3.1 Quick Setup....................................................................................................................................9 3.2 Administration Reference............................................................................................................12 3.2.1 Page Layout.........................................................................................................................12 3.2.2 Status Menu.........................................................................................................................13 3.2.2.1 Status..........................................................................................................................13 3.2.2.2 View Log....................................................................................................................14 3.2.3 Settings Menu.....................................................................................................................15 3.2.3.1 Connection Mode.......................................................................................................15 3.2.3.2 Network .....................................................................................................................16 3.2.3.3 Admin.........................................................................................................................17 3.2.3.4 ISCSI..........................................................................................................................18 3.2.3.5 Windows Networking.................................................................................................22 3.2.3.6 NFS............................................................................................................................24 3.2.3.7 Date/Time...................................................................................................................25 3.2.3.8 Export Configuration.................................................................................................28 3.2.3.9 Import Configuration ................................................................................................29 3.2.3.10 Restore Default Configuration.................................................................................30 3.2.4 Removable Drive Menu......................................................................................................30 3.2.4.1 Status..........................................................................................................................30 3.2.4.2 Mount Drive (Windows Networking/NFS Mode only).............................................31 3.2.4.3 Safely Remove Drive (Windows Networking/NFS Mode only)...............................32 3.2.4.4 Format and Partition Drive (Windows Networking/NFS Mode only).......................33 3.2.4.5 Share Drive (iSCSI Mode only).................................................................................34 3.2.4.6 Initialize Drive (iSCSI Mode only)............................................................................34 3.2.5 System Menu.......................................................................................................................35 3.2.5.1 Reboot Device............................................................................................................35 3.2.5.2 Shutdown Device.......................................................................................................36 3.2.5.3 Update Device............................................................................................................37 3.2.5.4 Remote Support..........................................................................................................38 4 High-Rely iSCSI Connector Software..................................................................................................39 4.1 Installation....................................................................................................................................39 Copyright © 2011 by Highly Reliable Systems. All rights reserved. 3 4.2 Operation......................................................................................................................................42 4.2.1 ISCSI Targets......................................................................................................................42 4.2.1.1 Connect .....................................................................................................................43 4.2.1.2 Safely Remove...........................................................................................................44 4.2.1.3 Refresh.......................................................................................................................45 4.2.2 Persistent/Favorite Targets..................................................................................................46 4.2.2.1 Edit.............................................................................................................................46 4.2.2.2 Remove......................................................................................................................47 4.2.2.3 Refresh.......................................................................................................................47 5 Configuration Examples.......................................................................................................................47 5.1 iSCSI Mode..................................................................................................................................47 5.1.1 Windows..............................................................................................................................47 5.2 More Examples............................................................................................................................59 6 Restore to Factory Defaults...................................................................................................................59 7 NetSwap Console..................................................................................................................................60 7.1 STATIC IP Mode..........................................................................................................................61 7.1.1 Change mode to DHCP.......................................................................................................62 7.1.2 Change IP Settings..............................................................................................................63 7.1.3 Restore Default Settings......................................................................................................64 7.2 DHCP IP Mode...........................................................................................................................65 7.2.1 Change IP Mode to STATIC...............................................................................................65 7.2.2 Refresh IP Address..............................................................................................................66 7.2.3 Restore Default Settings......................................................................................................66 8 GPL Code Statement.............................................................................................................................67 Copyright © 2011 by Highly Reliable Systems. All rights reserved. 4 1 Introduction The NetSwap is a removable-media network-attached backup system connecting via Gigabit Ethernet using either the iSCSI or standard Network Attached Storage (NAS) networking protocols. The NetSwap ships with either a single High-Rely classic or MPac media tray. The difference is HighRely classic uses a single 3.5” hard drive, whereas the Mpac tray can use one or two 2.5”drives. With the NetSwap backup system you can choose one of two connection modes: iSCSI or Windows Networking(SMB/CIFS)/ NFS. Windows networking is also called (SMB/CIFS) which stand for “Server Message Block/ Common Internet File System”. NFS stands for “Network File System”, which is often used in Unix/Linux and for virtualization platforms like VMware. It is possible to have both Windows networking (SMB/CIFS) and NFS networking turned on at once. The NetSwap's removable drive is available as a simple Windows network share and/or as a NFS export point (folder) – basically as Network Attached Storage (NAS) with a removable drive. In iSCSI mode the NetSwap cannot simultaneously act a NAS since the entire removable hard drive is dedicated to direct connectivity. A given machine (server) will directly connect and use the entire removable drive. The NetSwap's removable drive is connected using iSCSI initiator software and supports optional CHAP username/name and password/secret to improve security. If you need to make an iSCSI drive available to multiple servers for backup simply “share” the drive on the machine with the iSCSI initiator software, making it available as a network wide resource. This may be thought of as Re-sharing the drive to the rest of the network. Copyright © 2011 by Highly Reliable Systems. All rights reserved. 5 2 NetSwap Hardware 2.1 Front Panel The front panel of the device is as follows: Removable Drive Bay Power Button Illustration 1: Front Panel 2.1.1 Power On Procedure To power on the device, press and release the power button. The clear ring surrounding the power button will glow blue when the power is on. 2.1.2 Power Off Procedure To power off (shutdown) the device press and release the power button. The device will gracefully shutdown by saving any unwritten data and properly disconnecting devices. NOTE: YOU MUST SAFELY REMOVE ANY MEDIA CONNECTED TO REMOTE SERVERS THROUGH ISCSI BEFORE POWERING OFF THE DEVICE OR DATA LOSS OR CORRUPTION MAY OCCUR!!!! If the device does not power down automatically after pressing the power button, the device can be forced to power down by pressing and holding the power button until the device powers off. You can also power off (shutdown) the device through the web administration interface as documented below. Copyright © 2011 by Highly Reliable Systems. All rights reserved. 6 2.2 Rear Panel The rear panel on the device is as follows: Ethernet Mouse Keyboard VGA Monitor USB Power Illustration 2: Rear Panel Mouse Standard PS2 mouse connector. Mouse not required. Keyboard Standard PS2 keyboard connector. Keyboard not required. VGA Monitor Standard VGA monitor connector. Monitor not required. USB 4 USB 2.0 ports. Ethernet 10/100/1000 Mb Ethernet port. Power Standard 110/220V auto-switch computer power receptacle. Copyright © 2011 by Highly Reliable Systems. All rights reserved. 7 3 NetSwap Administration Although the NetSwap has a VGA, keyboard, and mouse port for emergency use, the device is normally administered through a web browser so it will not be necessary to directly connect a monitor. Just hook the device up via an Ethernet cable to your network or directly to the configuring machine and power it up. Now open a browser on the configuring machine using standard port 80 (or securely over SSL on port 443). To connect to the NetSwap browse to 192.168.1.50: 1. If you are currently using a different IP address scheme on your network, you will need to temporarily change the TCP/IP properties of your configuration computer's network adapter to access this IP. We recommend making your Network card something like 192.168.1.49 with a netmask of 255.255.255.0 (as long as this address is unused... “ping 192.168.1.49” first to verify nothing responds). Open a web browser and enter “192.168.1.50” into the address bar. Illustration 3: Web Browser Address Bar 2. If you are unable to connect to the NetSwap default IP Address you may have to use the supplied USB key to reload factory defaults. 3. When prompted enter for username and password: User Name: hradmin Password: password Please NOTE: the username and password are BOTH case sensitive – you will need to use all lower case. Illustration 4: Username/Password Entry Copyright © 2011 by Highly Reliable Systems. All rights reserved. 8 3.1 Quick Setup This section provides a set of steps to quickly configure the NetSwap and get it connected to your network. A complete reference for the administration interface is provided below. 1. Insert Backup Media into Removable Drive Bay If you purchased the media directly from Highly Reliable Systems the drive will be partitioned and formatted already. You may wish to change from the default format type from NTFS to EXT4 if you want the highest speed using Windows Networking or NFS operation. If using iSCSI mode normally you would leave the drive NTFS 2. Change the Admin Password Click the 'Admin' option under 'Settings' on the administration menu. Enter a new password and matching confirmation password and click the 'Save' button. 3. Set Network Settings You will want to adjust the NetSwap to match your network IP numbering scheme. Click the 'Network' option under 'Settings' on the administration menu. We recommend STATIC IP mode rather than DHCP since this device will be accessed by the backup software at a fixed location. Make sure to choose an address outside your DHCP scope (or make a reservation). Enter the desired values for IP address, Netmask, Gateway, and DNS and click the 'Save' button. After changing the network settings you may need to reconfigure your configuring machine's network adapter back to it's previous IP to both work with the rest of the network and to reconnect to the NetSwap on the new number scheme. 4. Select Connection Mode Decide how you want to connect to the device: either iSCSI or Windows Networking/NFS. Click the 'Connection Mode' option under 'Settings' on the administration menu. Select the desired connection mode and click the 'Save' button. Note that selecting 'iSCSI' mode can take up to 90 seconds to complete. If you want to connect using iSCSI, click the 'iSCSI' option under 'Settings' on the administration menu. Note the default Target Name. This is the target name that will be used to connect to the device from your iSCSI initiator software and normally this name will self populate when you plug the NetSwap IP address into the software. Set the CHAP Name/Username and CHAP Secret/Password as desired and click the 'Save' button. Windows or NFS Networking. If you want to connect using Windows Networking, click the 'Windows Networking' option under 'Settings' on the administration menu. Please note the Hostname, which you may use later in the UNC path when connecting over the network to the NetSwap (this can be changed on the Network menu). Enter the Workgroup or Domain name as required for your Windows environment. It is not absolutely critical that the workgroup or domain names exactly match your windows network, especially if you use the IP address for when connecting. Enter a name for the network share or leave the name “Backup” as the default. Enter the Username and Password required to access this share. Click the 'Save' button. This username and password need not match your domain administration password. There is no integration with Active Directory to insure that a restore can be done even when the domain infrastructure is down. Copyright © 2011 by Highly Reliable Systems. All rights reserved. 9 5. Connect to the NetSwap iSCSI – Connect using the iSCSI Initiator using the IP Address, Target Name, and CHAP authentication as set above. See the detailed walk through in a later chapter for more detail. You should install the High-Rely iSCSI Connector software described below to allow safe removal of the hard drive when swapping. When using iSCSI we recommend turning off off default indexing service. Right click the drive in Explorer and select properties. Uncheck “Allow files on this drive to have contents indexed in addition to file properties.” Illustration 5: File Indexing Windows Networking - Connect using the Network Browser or from the command line on Windows using the command “net use <drive> \\<NetSwap ip or hostname>\<share name>”, for example: Copyright © 2011 by Highly Reliable Systems. All rights reserved. 10 net use x: \\192.168.1.50\Backup password /user:bill You may want to verify that your Windows network card is at the highest possible speed (i.e. Gigabit Ethernet. Right click your network connection, select status and verify Speed 6. Illustration 7: Connection Status Illustration 6: Network Connections Note: When sharing via Windows Networking \\server\share... we assume that the client's backup software supports and internally retains storing NTFS and SHARE level permissions. If you copy files directly to NetSwap drive using explorer, Robocopy or similar file program the NetSwap drive may not preserve all user and group permissions. Copyright © 2011 by Highly Reliable Systems. All rights reserved. 11 3.2 3.2.1 Administration Reference Page Layout Illustration 8: Page Layout Copyright © 2011 by Highly Reliable Systems. All rights reserved. 12 3.2.2 Status Menu 3.2.2.1 Status The Status option displays the current status and configuration of the NetSwap. This page automatically updates every 10 seconds. Illustration 9: Status Hostname The current hostname as defined in 'Network Settings'. Date/Time Current date and time. Uptime Current system uptime (i.e. time since system was booted). Connection Mode Current connection mode. Options are 'iSCSI' and 'Windows Networking'. Last Status The last status message with date and time the message was issued. MAC Address Hardware MAC address for Ethernet port. Ethernet Speed Ethernet connection speed in MB/s. Copyright © 2011 by Highly Reliable Systems. All rights reserved. 13 IP Address Configured IP address Netmask TCP/IP netmask Gateway TCP/IP gateway IP address Removable Drive Status of removable drive. If installed it will display capacity and free space (free space is only displayed in 'Windows Networking' mode). The type of the file system (NTFS or EXT4) will also be displayed in Windows Networking/NFS mode. 3.2.2.2 View Log Displays the last 200 lines of the current log. Illustration 10: View Log Copyright © 2011 by Highly Reliable Systems. All rights reserved. 14 3.2.3 Settings Menu 3.2.3.1 Connection Mode Allows setting the current connection mode. Illustration 11: Connection Mode Settings Connection Mode Select the connection mode used to access the removable drive. Options are 'iSCSI' and 'Windows Networking/NFS'. Windows Network/NFS mode allows simultaneous access to the removable drive from both Windows clients and NFS clients. This specifically allows simultaneous access by hypervisors supporting NFS and virtual machines with OS's supporting either NFS or Windows networking. Note: Switching to 'iSCSI' mode can take up to 90 seconds. Copyright © 2011 by Highly Reliable Systems. All rights reserved. 15 3.2.3.2 Network Configure TCP/IP network settings. Illustration 12: Network Settings: STATIC Illustration 13: Network Settings: DHCP Hostname TCP/IP hostname. The hostname can optionally contain a domain name, for example 'HRNETSWAP.local' IP Mode Mode used to assign IP address. Options are DHCP and STATIC. DHCP is used to automatically assign an IP address using a DHCP server. STATIC is used to assign an IP address Copyright © 2011 by Highly Reliable Systems. All rights reserved. 16 statically. If using STATIC, you must enter the IP address, netmask, gateway, and at least one DNS server. IP Address IP address to use in STATIC IP mode. This field cannot be changed in DHCP mode. Netmask Netmask to use in STATIC IP mode. This field cannot be changed in DHCP mode. Gateway Gateway to use in STATIC IP mode. This field cannot be changed in DHCP mode. DNS1 IP of first DNS server. This field cannot be changed in DHCP mode. DNS2 IP of second DNS server. This field cannot be changed in DHCP mode. MTU TCP/IP maximum transmission unit per package in bytes. Valid values are from 1500 to 7200. Values over 1500 are generally considered 'Jumbo' packets and are not supported by all networking hardware. This field is not displayed if using DHCP mode. 3.2.3.3 Admin Configure the Administration settings. Illustration 14: Admin Settings Copyright © 2011 by Highly Reliable Systems. All rights reserved. 17 Remote Admin Enable or disable the remote administration port. This port is provided as an alternate port to access the NetSwap administration and can be used to map an IP address external to your local network for remote access to the NetSwap. Remote Port TCP port to assign for remote access. If you would like to access the device from outside your internal network on the internet, you will probably need to map this TCP port on your router or firewall to the IP address of this device. Remote SSL Enable or disable SSL encryption on the remote admin port. Admin Password Admin password. This is optional, only fill in if you wish to change the admin password. Confirm Password If changing the admin password, reenter the new password to confirm. 3.2.3.4 ISCSI iSCSI stands for Internet SCSI and allows client machines to send SCSI commands to remote storage servers such as the NetSwap. This allows you to connect a single machine over the network to the NetSwap with the illusion that the NetSwap is a local disk drive on your client machines. The functionality to use iSCSI drives is built into both Windows Vista, Windows 7 and Server 2008 natively. For Windows 2003 and Windows XP you will have to download Microsoft's free iSCSI initiator software. How Does iSCSI Work? There are two parts to the iSCSI protocol, the first being clients and the second being the storage device. Clients are called iSCSI initiators and can be configured either using hardware or software solutions. The storage device (The NetSwap) is called an iSCSI portal and runs software to receive the incoming requests from the iSCSI initiators. ISCSI portals advertise targets (drives) that iSCSI initiators can connect to. The following screen shot shows the NetSwap iSCSI screen. For a more detailed walk through See the chapter below titled “Configuration Examples” Copyright © 2011 by Highly Reliable Systems. All rights reserved. 18 Illustration 15: iSCSI Settings Connection Mode Current connection mode, either iSCSI or Windows Networking. Fields in this form can only be changed when in iSCSI mode. Target Naming Determines the way targets are named. Options are 'Same as Hostname', 'iSCSI Qualified Name (IQN)', and 'Free Form'. In 'Same as Hostname' mode the target name will always be the same as the Hostname as defined in Network settings. In 'iSCSI Qualified Name (IQN)' mode, the target name may be user modified and must conform the the IQN standard as defined below. In 'Free Form' mode you may enter a free form name that conforms to host naming rules. Target Name Name for the NetSwap iSCSI target. In Target Naming mode 'Same as Hostname' this will display the current host name. In Target Naming mode 'iSCSI Qualified Name (IQN)' the target name must be in the format: iqn.<yyyy-mm>.<tld.domain.some.host>[:<identifier>] The targets name (the iSCSI Qualified Name) must be a globally unique name (as defined by the iSCSI standard) and has to start with iqn followed by a single dot. The EUI-64 form is not supported. <yyyy-mm> is the date (year and month) at which the domain is valid. This has to be followed by a single dot and the reversed domain name. The optional <identifier> - which is freely selectable - has to be separated by a single colon. For further details please check the iSCSI spec. Copyright © 2011 by Highly Reliable Systems. All rights reserved. 19 Here is an example: iqn.2003-12.com.high-rely:6143ec4a-3984-4aed-baa9-9fc2e50984b2.disk0 Leave Target Name blank to use the default Target Name. In Target Naming mode 'Free Form' the target name can be any string conforming to normal host naming rules. CHAP Name/User Name Name/User Name to use for CHAP authentication. Leave blank to disable CHAP authentication. CHAP Secret/Password Secret/Password to use for CHAP authentication. Confirm Password Reenter the CHAP Secret/Password to confirm. In the iSCSI Initiator on Windows after changing the target name, the old target name can sometimes be seen and Windows will possibly try to reconnect to it. This doesn't cause any problems, however to remove the old target name do the following: Open iSCSI Initiator - Targets tab - Select the target showing status of "Reconnecting" - Select Details button - place check mark in box for Identifier - Select Log Off - Select OK on all screens to exit: Copyright © 2011 by Highly Reliable Systems. All rights reserved. 20 Copyright © 2011 by Highly Reliable Systems. All rights reserved. 21 3.2.3.5 Windows Networking Configure Windows Networking settings. Illustration 16: Windows Networking Settings Hostname Displays the current hostname as defined in 'Network' settings. Make sure this machine name is not shared with any other device on the network. For example, if you had two NetSwaps, It would be important to make sure they were not both set to default. Connection Mode Current connection mode, either iSCSI or Windows Networking. Fields on this form can only be changed when in Windows Networking/NFS mode. Workgroup/Domain Windows networking Workgroup or Domain name. This name is not critical for connecting to the NetSwap, since the device is intentionally designed to remain independent of the domain. This design allows connectivity even if a domain controller is offline. However, best practice is to enter your local domain name in this field, which may improve network browsing functionality. Share Name Name of the Windows Networking share to access the removable drive. By default this sharename is Backup and we recommend you retain this name for simplicity of supporting the unit unless you have a reason to change it. Copyright © 2011 by Highly Reliable Systems. All rights reserved. 22 User Name Username required to access the share. It is not necessary that this be a valid user name on your existing network or domain. For simplicity and security, user authentication on the NetSwap is kept completely separate from the workgroup or domain to allow access to backup drives in a network emergency when domain controllers may be down. Password Password required to access the share. It is not necessary that this be a valid user password on your existing network or domain. Confirm Password Reenter password to confirm. Testing the Connection Please note that the hard drive must be partitioned and formatted before accessing via Windows Networking as shown below. Please refer to the appropriate walk through for that. To test the connection: Technique #1: Click Start, Run and in the run dialog box type \\192.168.1.50 (or whatever the IP address of your NetSwap box) OR \\Hostname (the name you set using the browser above). Generally using the IP address provides the best quick test to prove connectivity to the device. Illustration 17: Run Command Technique #2: Open a command line on Windows (Start, Run, CMD) on the prompt enter “net use <drive> \\<NetSwap ip address or hostname>\<share name>”, for example: net use x: \\192.168.1.50\Backup password /user:bill /Persistent:Yes Note that this “maps” the drive letter X: to the NetSwap so that from now on the NetSwap can be accessed from the Windows machine by referring to drive letter X:. You may view a mapping by typing “Net use” and remove a mapping by typing “Net use x: /d “ Copyright © 2011 by Highly Reliable Systems. All rights reserved. 23 Technique #3: Right Click Network Devices and select Map Network Drive. Enter \\hostname\sharename and select “reconnect at logon”. You can also use \\ipaddress\sharename. You will be asked for username and password entered into the NetSwap device earlier Illustration 18: Map Network Drive 3.2.3.6 Illustration 19: Map Network Drive Menu NFS Configure the NFS settings. Illustration 20: NFS Settings Copyright © 2011 by Highly Reliable Systems. All rights reserved. 24 Hostname Displays the current hostname as defined in 'Network' settings. Connection Mode Current connection mode, either iSCSI or Windows Networking. Fields on this form can only be changed when in Windows Networking/NFS mode. Export Point Name of the export point (or folder) to connect to. Host/Client 1-4 The hosts or clients that are allowed to connect to the NFS export point. This can be specified in one of two ways: 1. Host or machine name with optional domain name. Wildcards '*' and '?' are allowed. Examples are: '*' allows any computer to connect, '*.example.com' allows any computer in the example.com domain. 2. IP address followed by an optional netmask as 'address/netmask'. The netmask may be specified specified in dotted-decimal format, or as a contiguous mask length (for example, either `/255.255.252.0' or `/22' appended to the network base address). Examples are: '10.1.1.106' allows only the machine at 10.1.1.106, '10.1.1.0/255.255.255.0' or '10.1.1.0/24' allows all machines in the 10.1.1.0 subnet (i.e. 10.1.1.1, 10.1.1.2, etc.). 3.2.3.7 Date/Time Configure the Timezone, Update Method, NTP (Network Time Protocol) servers, Windows Server and optionally set the current data and time. If Update Method is NTP and NTP servers are defined the NetSwap will automatically update the current date and time to the date and time supplied by the configured servers. If Update Method is Windows Server, the NetSwap will automatically update date and time from the specified Windows server. Copyright © 2011 by Highly Reliable Systems. All rights reserved. 25 Illustration 21: Date/Time Settings: NTP Illustration 22: Date/Time Settings: Windows Server Copyright © 2011 by Highly Reliable Systems. All rights reserved. 26 Illustration 23: Date/Time Settings: Manual Date/Time The current date and time. Timezone Sets the timezone where the NetSwap is located. Update Method Select the method to update the date/time. Options are NTP, Windows Server, and Manual. NTP Server 1 Primary NTP server. Only available when using NTP. NTP Server 2 Secondary NTP server. Only available when using NTP. Windows Host/IP The host name or IP of the Windows server to update from. Only available when updating from a Windows Server. Set Date Enter a date in the format MM/DD/YYYY if you wish to set the current date. Leave blank to keep the current date. Only available in Manual mode. Copyright © 2011 by Highly Reliable Systems. All rights reserved. 27 Set Time Enter a time in the format HH:MM (24 hour format) to set the current time. Leave blank to keep the current time. Only available in Manual mode. 3.2.3.8 Export Configuration This option allows saving the NetSwap configuration to a file. Illustration 24: Export Configuration Once you click on this option, you will be prompted to select a folder in which to save the configuration file. Select a folder and click 'Ok' to download the configuration file. Copyright © 2011 by Highly Reliable Systems. All rights reserved. 28 3.2.3.9 Import Configuration This option is used to import a previously exported configuration file. Illustration 25: Import Configuration Enter the name of the configuration file or click the 'Browse' button to browse for the configuration file you wish to import. Then click the 'Upload' button. The configuration file will be uploaded to the NetSwap and the new configuration will be loaded. This may take up to 30 seconds depending what changes are made. If the IP address is changed, you will need to connect to the NetSwap on the new IP address. 3.2.3.10 Restore Default Configuration This option will restore the NetSwap to the factory default settings. Copyright © 2011 by Highly Reliable Systems. All rights reserved. 29 Illustration 26: Restore Default Configuration Click 'Confirm' to restore factory default settings. 3.2.4 3.2.4.1 Removable Drive Menu Status This option shows the status and information on the removable drive if installed. This page is automatically reloaded every 10 seconds. In iSCSI mode the capacity will be displayed. It will also indicate whether or not it is safe to remove the drive. You can use the High-Rely iSCSI Connector software to safely remove the drive. In Windows Networking/NFS mode the file system (NTFS or EXT4), capacity and free space available will be displayed.. Copyright © 2011 by Highly Reliable Systems. All rights reserved. 30 Illustration 27: Removable Drive Status 3.2.4.2 Mount Drive (Windows Networking/NFS Mode only) This option mounts the drive after it has been Safely Removed. Illustration 28: Mount Drive Click 'Confirm' to mount the removable drive. This option will only be available when the drive is installed but not mounted (for instance after Safely Removing the drive, but before physically removing the drive) and can be useful to access the drive without physically removing and inserting the drive. Copyright © 2011 by Highly Reliable Systems. All rights reserved. 31 3.2.4.3 Safely Remove Drive (Windows Networking/NFS Mode only) This option allows you to safely remove the removable drive from the system without losing data cache on the NetSwap when in Windows Networking mode. This will cause all cached data on the NetSwap to be written to the drive and the drive to be unmounted. Data cached on Windows clients will not be written to disk before removing, you should disconnect the Windows clients before removing the drive. Illustration 29: Safely Remove Drive Click 'Confirm' to safely remove the drive. Do not physically unlock and remove the drive until you are informed that the drive has been removed. Copyright © 2011 by Highly Reliable Systems. All rights reserved. 32 3.2.4.4 Format and Partition Drive (Windows Networking/NFS Mode only) This option will format and partition the hard drive. This is useful when using a new removable drive, to quickly erase data from a drive, or to correct a drive that has become corrupted. This will create one partition for the entire drive and format the drive with the specified file system. Illustration 30: Format and Partition Drive File System Type Select the file system to be used to format the drive. Options are EXT4 and NTFS. The EXT4 file system is a native file system for the NetSwap and is significantly faster than NTFS when used in Windows Networking/NFS mode. When formatting with EXT4 file system, it will take approximately .2 seconds per GB, so a 1 TB hard drive would require approximately 3.5 minutes to format. The NTFS file system is slower when used with Windows Networking mode, but is compatible with other High-Rely products formatted with NTFS. Block Size (bytes) The block or cluster size in bytes. The default for NTFS is 4K. The default for EXT4 is automatically determined based on the drive size. Our testing has determined for NTFS that a 32K block size is most efficient for backup purposes. Volume Label Volume Label to assign when formatting the removable drive. Click 'Format' to partition and format the removable drive. After clicking 'Format' you will be prompted to confirm that you want to format and partition the drive and that you are aware that all data Copyright © 2011 by Highly Reliable Systems. All rights reserved. 33 on the drive will be lost. You will be informed when the format is complete or an error message on failure. 3.2.4.5 Share Drive (iSCSI Mode only) This shares the removable drive and makes it available for use. This option is only available in iSCSI mode after the drive has been safely removed using the High-Rely iSCSI Connector Admin program. This is useful if you have 'Safely Removed" the drive and need to use the drive without physically removing and inserting the drive. Illustration 31: Share Drive Click 'Confirm' to share the removable drive. The drive will then be available as an iSCSI target. 3.2.4.6 Initialize Drive (iSCSI Mode only) This will initialize the removable drive for use by creating an empty partition table of the desired type. Any existing partition table will be destroyed and existing data will no longer be accessible. Copyright © 2011 by Highly Reliable Systems. All rights reserved. 34 Partition Table Type The format of the partition table to write to the disk. The options are 'MBR Partition Table' and 'GUID Partition Table (GPT)'. The MBR partition table format is an older partition table format and is usable on drives up to 2.19 TB (terabyte or 10^12 bytes). The GPT partition table format is used by newer BIOS's and OS's and is usable on drives up to 9.4 ZB (zettabyte or 10^21 bytes). Some OS's cannot read the GPT partition table (or drives greater than 2TB) and must use the MBR format. 3.2.5 3.2.5.1 System Menu Reboot Device This option will save all cached data and safely reboot the device. Copyright © 2011 by Highly Reliable Systems. All rights reserved. 35 Illustration 32: Reboot Device Click 'Confirm' to confirm you wish to reboot the device. The device will require from 30 to 60 seconds to reboot. 3.2.5.2 Shutdown Device This option will save all cached data and safely shutdown the device. Illustration 33: Shutdown Device Click 'Confirm' to confirm you wish to shutdown the device. Copyright © 2011 by Highly Reliable Systems. All rights reserved. 36 3.2.5.3 Update Device This option is used to update the device software with an update file supplied by High-Rely support staff. Normally, updates are applied automatically over the internet. However, this option can be used if your device is not connected to the internet or requires a special update. Illustration 34: Update Device Enter the filename of the update file or use the 'Browse' button to locate the file on your system. Click the 'Upload' button to upload the update to the device and perform the software update. You will be informed when the update is complete. 3.2.5.4 Remote Support This option allows High-Rely Technical Support staff to remotely access the device. Copyright © 2011 by Highly Reliable Systems. All rights reserved. 37 Illustration 35: Remote Support Support Hostname/IP The hostname or IP address of the remote support server. The default will be displayed, but High-Rely Technical Support staff may ask you to enter a different hostname or IP address. Support Port The TCP/IP port used to access the remote support server. The default is 443 and is not usually blocked by routers or firewalls. High-Rely Technical Support staff may ask you to enter a different port. Local Port The local TCP/IP port that will be accessed from the remote server. This is the only port opened for access from the remote server. The default is port 22 which is used for SSH or the Secure Shell service. SSH is an encrypted secure shell protocol that allows High-Rely Technicians lowlevel access to your NetSwap device. The High-Rely Technician will require the administration password to access your device. Access to remote support on the device will terminate as soon as the technician terminates the connection to the device. The device will automatically disconnect from the remote support server after 5 minutes if no connection is made. Click 'Connect' to connect to the remote support server. You will be notified if the connection is successful or given an error message if not. 4 High-Rely iSCSI Connector Software The software allows easy configuration and management of iSCSI connected NetSwap devices. It allows connection and safe removal of iSCSI hard drives to insure data safety. Copyright © 2011 by Highly Reliable Systems. All rights reserved. 38 Safely removing the hard drive before physically removing the drive from the NetSwap is important to insure that any cached data is written to the drive. Otherwise data corruption can occur. The software consists of a High-Rely iSCSI Connector Service (a Windows service) to manage automatically connecting and reconnecting iSCSI attached NetSwap hard drives and the High-Rely iSCSI Connector Admin program that allows you to connect and safely remove NetSwap iSCSI hard drives and to configure the High-Rely iSCSI Connector Windows service to automatically connect and reconnect NetSwap iSCSI hard drives. The software is compatible with Windows XP SP2+, Server 2003 SP2+, 2008, Vista, and Windows 7. It is not compatible with Windows 2000, XP without SP2 or Server 2003 without SP2. Note that you must have administrator privileges to install and run this program. 4.1 Installation The software is available on the CD that came with the NetSwap or can be downloaded from our website at: http://high-rely.com Click on the installation executable. Illustration 36: High-Rely iSCSI Connector Setup Wizard Click 'Next' to begin the installation. Copyright © 2011 by Highly Reliable Systems. All rights reserved. 39 Illustration 37: High-Rely iSCSI Connector Setup Wizard License Accept the license agreement and click 'Next'. Illustration 38: High-Rely iSCSI Connector Setup Wizard Destination Select a location on your hard disk to install the software or use the default. Click 'Next' to continue. Copyright © 2011 by Highly Reliable Systems. All rights reserved. 40 Illustration 39: High-Rely iSCSI Connector Setup Wizard Shortcuts Enter the name of the Start menu folder or use the default. Click 'Next' to continue. Illustration 40: High-Rely iSCSI Connector Setup Wizard Install Verify the destination and Start menu folders. Click 'Install' to begin the installation. The software will be installed. Several windows may pop up during the installation, this is normal. Copyright © 2011 by Highly Reliable Systems. All rights reserved. 41 Illustration 41: High-Rely iSCSI Connector Setup Wizard Complete Click 'Finish' to complete the installation. 4.2 Operation 4.2.1 ISCSI Targets This tab displays the current iSCSI targets, what drive letter they are attached to (if any), and the connection status. Copyright © 2011 by Highly Reliable Systems. All rights reserved. 42 Illustration 42: iSCSI Targets From this tab you may 'Connect' to a NetSwap iSCSI hard drive, 'Safely Remove' a NetSwap iSCSI hard drive, and refresh the list of iSCSI targets. 4.2.1.1 Connect To connect to an unconnected iSCSI target, select the target and click the 'Connect' button. You will be prompted for CHAP name/username and secret/password and whether or not to make this connection persistent. Making a connection persistent tells the High-Rely iSCSI Connector Service to automatically connect or reconnect to the NetSwap hard drive whenever it is available and will add the target to the list of persistent/favorite targets. Copyright © 2011 by Highly Reliable Systems. All rights reserved. 43 Illustration 43: iSCSI Target Connect 4.2.1.2 Safely Remove The 'Safely Remove' option instructs Windows to write any cached data to the NetSwap and disconnect it from the system. To safely remove a connected NetSwap iSCSI target, select the target and click the 'Remove' button. Copyright © 2011 by Highly Reliable Systems. All rights reserved. 44 Illustration 44: iSCSI Target Safely Remove You will prompted to confirm the the removal, click 'Ok' to confirm. On success you will be notified when it is safe to remove the drive. On failure, you will be notified of the error encountered while attempting to remove the drive. Note: Sometimes when you attempt to safely remove the NetSwap drive you will be notified that it was unable to remove the drive because the device is in use. Sometimes Windows programs incorrectly leave files locked, so it may still be safe to remove the drive. Just make sure there are no programs (including Explorer) that may be accessing the drive. 4.2.1.3 Refresh This option instructs Windows to refresh the current list of Targets. This may take 30 seconds or more depending on how many iSCSI target portals the iSCSI initiator has listed under 'Discovery'. You should remove any devices from Discovery that are no longer connected to the network as this can slow the refresh process down significantly. Copyright © 2011 by Highly Reliable Systems. All rights reserved. 45 4.2.2 Persistent/Favorite Targets This tab displays the current list of Persistent or Favorite targets and whether or not they are to be automatically connected (and reconnected after being safely removed and swapped) by the High-Rely iSCSI Connector Service. Illustration 45: Persistent/Favorite Targets From this tab you may 'Edit' to a persistent target, 'Remove' a persistent target, and refresh the list of persistent/favorite targets. 4.2.2.1 Edit This option allows you to edit the CHAP Name/Username, Secret/Password, and whether or not this device is to be reconnected automatically. Select the desired target from the list and click the 'Edit' button to edit the target information. Illustration 46: Edit Persistent Target Edit the information as desired and click 'Ok' to save the changes or 'Cancel' to exit without saving. Copyright © 2011 by Highly Reliable Systems. All rights reserved. 46 4.2.2.2 Remove This option allows you to remove a target from the persistent/favorite targets list. Select the target to be removed and click the 'Remove' button. Illustration 47: Remove Persistent Target You will prompted to confirm the the removal, click 'Ok' to confirm. 4.2.2.3 Refresh This option refreshes the list of persistent/favorite targets from the Microsoft iSCSI Initiator. This is useful if changes have been made in the Microsoft iSCSI Initiator. 5 Configuration Examples 5.1 iSCSI Mode 5.1.1 Windows This walk through starts at the HTML interface of the NetSwap and shows the basics of setting the unit into iSCSI mode. After setting up the NetSwap side, the user will need to go to a Windows machine to establish the iSCSI connection using the iSCSI target software. Select “Connection Mode” from blue vertical menu on left. Turn on iSCSI in the Connection Mode menu, then go to the “iSCSI” Menu. Notice the Target Name: is filled in for you. We recommend you accept the default name. The CHAP username and password can be left blank unless you are concerned about physical security on your LAN. Copyright © 2011 by Highly Reliable Systems. All rights reserved. 47 Illustration 48: iSCSI Settings If the drive in your NetSwap were brand new, clicking “Status” under Removable Drive would display that the drive is unpartitioned. Illustration 49: Removable Drive Status The Status page under Removable Drive will show that an unpartitioned drive has been installed if your hard drive has never previously been used. You can either create the partition by selecting Initialize drive or you can do it later from the Microsoft Disk Management tools (diskmgmt.msc). We recommend using the Microsoft tools because you have additional flexibility from this tool to change the default allocation (cluster) size. In summary, when using iSCSI mode, it is not necessary to Copyright © 2011 by Highly Reliable Systems. All rights reserved. 48 initialize the drive from the NetSwap menu. However it is provided to the user as a convenience. Illustration 50: Initialize Removable Drive Illustration 51: Confirm: Initialize Drive Confirm the initialization. It will warn you that data on the drive will be destroyed. Initialization should take only a few seconds. Installing the iSCSI Initiator If you are on a Windows 2000, 2003 or Windows XP machine, you may have to download the iSCSI initiator from Microsoft. Make sure you have latest service packs for 2000, at least SP1 on Windows 2003 and SP2 if using Windows XP. On later Windows operating systems, these steps won’t be necessary because the iSCSI initiator is already installed and can be accessed via the control panel. Warning: Windows 2000, 2003 and XP do not support greater than 2TB volumes or GPT partitions. For older O.S download the iSCSI initiator software from Microsoft. The screen shots here are version 2.08 but obviously the URL and versions may change as Microsoft updates their website and software Copyright © 2011 by Highly Reliable Systems. All rights reserved. 49 Illustration 52: Download Details Illustration 53: Install Microsoft iSCSI Initiator Once downloaded, click on the installation executable Illustration 54: Microsoft iSCSI Initiator Installation Copyright © 2011 by Highly Reliable Systems. All rights reserved. 50 Accept the end user agreement Illustration 55: User Agreement You should now have an iSCSI initiator in your Windows Control panel. Illustration 56: Control Panel Select “Discovery”, then Add, put in the Hostname or IP address of your NetSwap, accept the default port of 3260 and select OK Copyright © 2011 by Highly Reliable Systems. All rights reserved. 51 Illustration 57: iSCSI Initiator Properties Illustration 58: iSCSI Initiator Discovery Copyright © 2011 by Highly Reliable Systems. All rights reserved. 52 Illustration 59: iSCSI Initiator Log On Go to the Targets tab and click Refresh. You should see the name of your iSCSI Target in the list. Select your target server and click Log on. Check to automatically restore this connection when the computer starts and click OK. If the connection is successful, the status should change to Connected Copyright © 2011 by Highly Reliable Systems. All rights reserved. 53 Illustration 60: iSCSI Initiator Properties Status Now Right Click My Computer and select Manage and Select Disk Management. (Alternatively you can issue a Start, Run and type diskmgmt.msc) Illustration 61: Manage Computer If you did not initialize the partition from the NetSwap Interface the “Initialize and Convert disk wizard” may pop up automatically. If not, simply select the disk that represents your NetSwap iSCSI drive. Be careful not to initialize or format the wrong drive. Copyright © 2011 by Highly Reliable Systems. All rights reserved. 54 Illustration 62: Computer Management: Initialize Disk Copyright © 2011 by Highly Reliable Systems. All rights reserved. 55 Illustration 63: Disk Management: Partition Disk We recommend you don’t create dynamic discs unless you have a reason to do so. Illustration 64: Logical Disk Manager: Error If you get an error, it may be because you may be trying to initiate the wrong disk. Also make sure your machine supports GPT and >2TB drives if your removable drive is larger than 2TB or partitioned with GPT. Double check all settings, restart diskmgmt.msc and try rebooting the machine. If this doesn’t work remove all iSCSI settings and start over. Copyright © 2011 by Highly Reliable Systems. All rights reserved. 56 Illustration 65: New Partition Wizard: Partition Type Normally you will accept the default and use the entire drive. Illustration 66: New Partition Wizard: Specify Partition Size Copyright © 2011 by Highly Reliable Systems. All rights reserved. 57 Illustration 67: New Partition Wizard: Format Partition Illustration 68: New Partition Wizard: Assign Drive Letter or Path If you will be using an “imaging” or backup type product to backup to a single or relatively few files, you may want to consider increasing the default Allocation unit (AKA Cluster) from 4K to something larger. Performance will be slightly better with larger clusters. The trade off is when storing lots of small files space will be wasted with each file. For backup applications speed is often more important and files are large so maximizing cluster size makes sense. We recommend choosing “Perform a Quick format” to save time. Copyright © 2011 by Highly Reliable Systems. All rights reserved. 58 Illustration 69: New Partition Wizard: Completing the New Partition Wizard Note: If later you forget what Allocation unit size you used you can open a command prompt, go to the drive letter and run Chkdsk. At the end of Chkdsk it displays cluster size Illustration 70: Command Prompt: Chkdsk 5.2 More Examples More examples can be found on our website at: http://high-rely.com 6 Restore to Factory Defaults In the event that your NetSwap becomes corrupted and no longer functions properly the device may be restored to factory defaults using the USB Key drive included with your NetSwap. The USB Key drive comes attached to the rear of the NetSwap unit. The USB Key drive will be labeled with the Highly Copyright © 2011 by Highly Reliable Systems. All rights reserved. 59 Reliable Systems logo. Note: restoring to factory defaults WILL NOT DESTROY ANY DATA ON ANY REMOVABLEMEDIA, it will only overwrite the internal software and settings on the NetSwap. You can save the current configuration of the NetSwap using the web administration interface as documented above and restore that configuration after restoring your NetSwap to factory defaults. Follow the steps below to restore to factory defaults: 1. Power-off the NetSwap by pressing and releasing the power button on the front of the device. If the device does not automatically power down within 20 seconds, press and hold the power button until the device powers down. 2. Remove any removable-media from the NetSwap. 3. Insert the USB Key drive into an available USB port on the rear of the NetSwap. 4. Power on the device by pressing the power button on the front of the device. 5. The NetSwap will read the factory restore information from the USB Key drive and install it on the internal memory of the device. This will take several minutes to complete. 6. DO NOT TURN THE NETSWAP OFF! When the restore is complete the NetSwap will turn itself off. If the restore takes longer than 10 minutes, contact technical support. 7. Remove the USB Key drive from the rear of the device. 8. The NetSwap is now restored to factory defaults. Consult the setup and administration sections of this manual, above, for information on setting up and configuring your NetSwap. 7 NetSwap Console Under normal circumstances you will not need to access the NetSwap device directly but rather you would access it through the Web Administration interface detailed above. However, in the case where the device IP address is lost or not known a keyboard and monitor can be attached to the rear of the NetSwap to access the NetSwap Console (if the NetSwap Console does not show as below, hold down the <CTRL> and <ALT> keys and press the <F1> key). Copyright © 2011 by Highly Reliable Systems. All rights reserved. 60 The NetSwap Console is a simple program that displays the current network settings (IP Mode, IP Address, Netmask, and Gateway) and provides a simple menu to allow changing the network settings as shown below: Illustration 71: NetSwap Console: Menu By default the device boots up in STATIC IP mode which means it is set to a specific IP address (by default this address is 192.168.1.50). 7.1 STATIC IP Mode When in STATIC IP Mode you have three options: 1) Change mode to DHCP, 2) Change IP Settings, and 3) Restore Default Settings. Copyright © 2011 by Highly Reliable Systems. All rights reserved. 61 To select an option enter the option number and press the <Enter> key. 7.1.1 Change mode to DHCP To change from STATIC mode to DHCP mode, enter '1' and press <Enter>. It will tell you it is changing to DHCP mode as follows: Illustration 72: NetSwap Console: Change mode to DHCP And then display the IP address obtained from the DHCP server: Illustration 73: NetSwap Console: Mode changed to DHCP Copyright © 2011 by Highly Reliable Systems. All rights reserved. 62 7.1.2 Change IP Settings To change the IP Settings in STATIC mode, enter '2' and press <Enter>. You will be prompted to enter the new values as shown below: Illustration 74: NetSwap Console: Change IP Settings After entering the Gateway, the settings will be changed and displayed: Illustration 75: NetSwap Console: Show Changed IP Settings Copyright © 2011 by Highly Reliable Systems. All rights reserved. 63 7.1.3 Restore Default Settings To restore default settings, enter '3' and press <Enter>. Restoring the default settings will restore the NetSwap to the factory default configuration and all custom settings will be lost (data on removablemedia will not be destroyed). You will be asked to confirm restoring the default settings by entering 'yes' and pressing <Enter>: Illustration 76: NetSwap Console: Restoring Default Settings Once the restore is complete (this may take up to 30 seconds), the default network settings will be displayed: Illustration 77: NetSwap Console: Restore Defaults Complete Copyright © 2011 by Highly Reliable Systems. All rights reserved. 64 7.2 DHCP IP Mode When in DHCP IP Mode you have three options: 1) Change mode to STATIC, 2) Refresh IP Address, and 3) Restore Default Settings. Note: If the NetSwap is unable to get an IP address from a DHCP server, the current IP Address, Netmask, etc. will be blank. 7.2.1 Change IP Mode to STATIC To change to STATIC mode enter '1' and press <Enter>. You will be prompted for the IP Address, Netmask, and Gateway as shown below: Illustration 78: NetSwap Console: Change IP Mode to STATIC After entering the Gateway, the settings will be changed and displayed: Illustration 79: NetSwap Console: Show STATIC Settings Copyright © 2011 by Highly Reliable Systems. All rights reserved. 65 7.2.2 Refresh IP Address To Refresh the IP Address, enter '2' and press <Enter>. This will contact the DHCP server to refresh the IP address and other network settings: Illustration 80: NetSwap Console: Refresh IP Address The refreshed IP address, netmask, etc. will then be display: Illustration 81: NetSwap Console: Show Refreshed IP Address Note: If the NetSwap is unable to get an IP address from a DHCP server, the current IP Address, Netmask, etc. will be blank. 7.2.3 Restore Default Settings See the Restore Default Settings section above. Copyright © 2011 by Highly Reliable Systems. All rights reserved. 66 8 GPL Code Statement This product includes software code developed by third parties, including software code subject to the GNU General Public License (“GPL”) or GNU Lesser General Public License (“LGPL”). The GPL and LGPL software included in this product were obtained from the Ubuntu 10.04 LTS software release and source is available at http://ubuntu.com. Copyright © 2011 by Highly Reliable Systems. All rights reserved. 67 Contact Information Highly Reliable Systems 1900 Vassar Street Reno Nevada 89502-2109 TEL: 775-329-5139 FAX: 775-322-5397 www.high-rely.com Copyright © 2011 by Highly Reliable Systems. All rights reserved. 68
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