+ Getting Started Overview
This guide assumes that you have already installed QuantaStor and have successfully logged into QuantaStor Manager. If you have not yet installed the QuantaStor SDS software on your server, please see the Installation Guide for more details. For a full guide to the web interface see the QuantaStor Administrators Guide.
The setup process in the product is currently contained within the Configuration Workflow Manager.
The default administrator user name for your storage system is simply 'admin' and this user name will automatically appear in the username field of the login screen. The password for the 'admin' account is initially just 'password' without the quotes. You will want to change this after you first login and it is included in the Workflow Manager.
- 1 Basic Setup
- 2 Storage Grid Setup
- 3 Block Storage Provisioning (iSCSI/FC)
- 4 File Storage Provisioning (iSCSI/FC)
- 5 Object Storage Setup (S3/SWIFT)
The steps covered here will be necessary to set up your storage system.
Once QuantaStor has been installed, the first step is to enter your license key block. Your license key block can be entered using the Add License button in the Workflow Manager or using the License Manager dialog which is accessed by pressing the License Manager button in the toolbar.
The key block you received via email is contained within markers like so:
--------START KEY BLOCK-------- ---------END KEY BLOCK---------
Note that when you add the key using the 'Add License' dialog you can choose whether or not to include the START/END KEY BLOCK markers, though it makes no difference.
For more information on the license, refer to the Storage System License Add page.
Once your key block has been entered you'll want to activate your key which can be done in one of two ways. If the new QuantaStor system is connected to the network, the activation can be completed in just a few seconds using the Activate License Online button in the Workflow Manager. The Activate Online button in the License Manager functions the same way.
If your storage system is not connected to the internet select the Activate via Email button in the License Manager and send the required information to firstname.lastname@example.org. You have a 7 day grace period for license activation, so you can begin configuring and utilizing the system even if the system is not yet activated. If you do not activate the license within 7 days, the storage system will no longer allow any additional configuration changes until an activation key is supplied.
For more information on the license activation, refer to the Storage System License Activate Online page.
Change Administrator Password
For security, you will want to create a secure password for your storage system. This can be completed quickly using the Change Admin Password button in the Manager, but also can be achieved via the Set Password button in the toolbar under "Users & Groups".
For more information on the password, refer to the User Set Password page.
You will want to configure the ports on your storage system. This can be completed quickly using the Network Configuration button in the Manager, but also can be found via right-clicking inside the Network Ports tab, visible when "Storage System" is selected under "Storage Management".
For more information on the password, refer to the Network Port Modify page.
Storage Grid Setup
Create Storage Grid...
Storage grids, also known as management grids, let you manage multiple storage appliance within the same system. Each appliance can only be part of one management grid. In Workflow Manager, switch to the "Storage Grid Setup" tab and click on the Create Storage Grid button, or rightclick on "Storage System" and select "Create Management Grid".
For more information, refer to the Create Management Grid page.
Adds other storage systems to your storage grid, called "nodes". Click on the Add Storage System to Grid button in Workflow Manager, or rightclick on "Storage System" and select "Add Grid Node".
For more information, refer to the Add Management Grid page.
Block Storage Provisioning (iSCSI/FC)
This section will cover the creation of storage volumes and user groups, and allocation of these storage volumes to these groups.
Create Storage Pool
To create your first storage pool via the Workflow Manager, switch to the Block Storage Provisioning tab within Workflow Manager and click on the Create Storage Pool button. If you select RAID0 for raid type, then the pool will be ready immediately but won't be fault tolerant. Most likely, you will want to replace it with a RAID6 or RAID10 storage pool before you start writing important data to the storage system.
Once you have created a storage pool it will take some time to 'rebuild'. Once the 'rebuild' process has reached 1% you will see the storage pool appear in QuantaStor Manager and you can begin to create new storage volumes.
WARNING: Although you can begin using the pool at 1% rebuild completion, your storage pool is not fault-tolerant until the rebuild process has completed.
After you have created one or more storage pools you can begin creating storage volumes in them. Storage volumes are the iSCSI disks that you present to your hosts. Sometimes they're called LUNs or virtual disks, but storage volume is the generally accepted term used by the broader storage industry, and so will be used within this wiki.
You may have to wait until your storage pool is 1% complete with its synchronization before you can start to create storage volumes.
To create your storage volumes, click the Create Volume button in the Workflow Manager or the Create button on the toolbar under the "Storage Volumes" tab of "Storage Management". When the dialog appears, give your storage volume a name, select the size of the volume you want to create using the slider bar, and press OK.
Add Host Initiator
The host object represents a server, desktop, virtual machine or any other entity that you want to provide storage to. Each host is only allowed to see the storage volumes that you have assigned to them. The industry term for this is called "LUN Masking" but in for this wiki we will refer to it simply as "storage assignment".
To add a host to the system, click the Add Host button in the Workflow Manager or the Create button on the toolbar under the "Hosts" tab of "Storage Management". You will be asked to enter a name, IP address and/or IQN for your new host. We highly recommend that you always identify your hosts by IQN as it makes it easier to manage your hosts. Once you've entered a host name and its IQN press OK to have the host created.
For more information, refer to the Host Add page.
Now you're ready to assign the volumes you created to your hosts. In the Workflow Manager, this is covered by the Assign Volume(s) button. You can also assign them by using the "Assign" tool, under the "Storage Volumes" and the "Hosts" tab.
Note: A given volume can be assigned to more than one host at the same time, but keep in mind that you need to have software or a file-system than can handle the concurrent access such as a cluster file system or similar cluster aware application.
Once you've selected your host and volume, press OK. Under the "Hosts" tab, you should now see your selected volumes in a dropdown menu below the host.
For more information, refer to the Storage Volume Assign page.
File Storage Provisioning (iSCSI/FC)
Create Storage Pool
This step is identical to the one of the same name in the Block Storage Provisioning step.
For more information, refer to the Create Storage Pool page.
Setup Active Directory (Optional)
This step works with Microsoft Active Directory to assign network shares to users and groups. Set up Active Directory using the Setup Active Directory button in Workflow Manager, or click on the button Configure Active Directory in the toolbar under "Network Share" in "Storage Management".
For more information, refer to the Network Share Configure CIFS page.
This creates a folder within a selected storage pool. Click on the Create Network Share button in Workflow Manager, or the Create button in "Network Share".
For more information, refer to the Network Share Configure CIFS page.
Add NFS Client Access Settings
Creates additional client access for the network share. Click on the Add NFS Client Access button in Workflow Manager, or rightclick on the target network share under "Network Share" and click "Add NFS Access".
For more information, refer to the Add NFS Client Access page.
Modify SMB Client Access Settings
Lets you control the network share's settings such as compression, quotas, and sync policies. Click on the Modify Network Share button in Workflow Manager, or the Modify button under "Network Share".
For more information, refer to the Modify Network Share page.
Object Storage Setup (S3/SWIFT)
Create Object Storage Cluster
Scale-out S3/SWIFT Object Storage and scale-out block storage leverages open storage Ceph technology. Before provisioning scale-out storage one must setup one or more Ceph Clusters within the Storage Grid. Ceph Clusters should be comprised of at least three (3) or more Storage Systems within the grid. Single-node Ceph Clusters may be created but these are only recommended for test configurations. Note also that one should setup the network ports on each System so that a dedicated high speed back-end network may be used for inter-node communication. This back-end network is recommended to have double the bandwidth of the front-end network. Both the front-end and back-end network ports should bonded ports for improved performance and high-availability. The same network may be used for the front-end and back-end network but this is not optimal.
Select Data Devices
Scale-out Storage Pools and Zones store their data in object storage devices called OSDs. Each Physical Disk assigned to the Ceph Cluster as a data Device becomes an OSD. To accelerate write performance each System must have at least one SSD device assigned as a WAL Device. All writes are logged to an OSD's associated WAL Device first. Press the button to the left to add OSDs and WAL devices to the Ceph Cluster.
Create S3/SWIFT Object Storage Zone
To access the cluster via the S3 or SWIFT object storage protocols a Zone must be created. Press the button to the left to create a S3/SWIFT object storage zone within the cluster.
Add S3/SWIFT Gateways
Select the Ceph Cluster to add a new S3/SWIFT Gateway to and specify the network interface configuration.
Add S3/SWIFT Users
After the Zone has been created users must be given an access key and secret key in order to create buckets and objects via the S3 and or SWIFT protocols. Press the button to the left to add a S3/SWIFT Object User Access Entry to the Zone.