EMC DiskXtender MediaStor Release 6.2 Microsoft Windows Version

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EMC Corporation Corporate Headquarters:

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MediaStor ^™

Release 6.2 Microsoft Windows Version

Administrator’s Guide

P/N 300-003-810 A01

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Published March, 2007

EMC believes the information in this publication is accurate as of its publication date. The information is subject to change without notice.

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Preface... 5

Chapter 1 Introduction Role of a media service in remote storage... 10

MediaStor concepts ... 11

Storage devices... 11

Media types ... 12

System management ... 12

Starting the Administrator ... 14

Chapter 2 Managing Hardware Supported devices and interfaces... 16

Device names ... 16

Installing and configuring iSCSI ... 17

Libraries ... 19

Adding a library ... 19

Managing media in a library... 29

Editing a library ... 32

Viewing library properties ... 33

Setting a library offline ... 35

Setting a library online... 35

Deleting a library ... 36

Towers ... 36

Adding a tower ... 37

Editing a tower... 39

Viewing tower properties... 40

Setting a tower offline ... 40

Setting a tower online ... 41

Deleting a tower... 41

Stand-alone drives ... 41

Adding a stand-alone drive ... 42

Editing a stand-alone drive ... 44

Viewing stand-alone drive properties ... 44

Setting a stand-alone drive offline ... 47

Setting a stand-alone drive online... 47

Deleting a stand-alone drive... 47

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Chapter 3 Managing Storage Media

Media pools... 50

Allocating media to application pools ... 51

Moving media to the Scratch Pool... 52

Deleting media... 53

Chapter 4 Service Management Starting and stopping the service ... 56

Editing the service account ... 57

Chapter 5 Monitoring the System Monitoring service events, errors, and warnings... 60

Using the Event Viewer... 60

Using event logs ... 60

Sending alerts for errors and warnings ... 61

Looking up errors ... 63

Configuring event logging ... 64

Clearing the Event Viewer and event logs ... 67

Monitoring media ... 68

Media status indicators ... 68

Media properties ... 68

General tab ... 69

Location tab... 70

Space tab... 70

Statistics tab ... 71

Reports ... 73

How to run a report ... 73

Audit logs ... 74

Enabling and configuring audit log settings... 74

Viewing the audit log ... 77

Clearing the audit log... 78

Exporting the audit log ... 78

Backing up the audit log ... 79

Disabling the audit log ... 79

Chapter 6 Backup and Recovery Backing up MediaStor ... 82

Changing the registry log location ... 82

Retaining versions of the registry log ... 83

Copying the registry log file... 85

Restoring MediaStor ... 86

Restoring MediaStor configuration ... 86

Chapter 7 Remote Administration Registering a server for remote administration ... 90

Auto-detect registration ... 90

Manual registration ... 91

Connecting to a MediaStor server ... 93

Disconnecting from a MediaStor server ... 93

Glossary... 95

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As part of an effort to improve and enhance the performance and capabilities of its product lines, EMC periodically releases revisions of its hardware and software. Therefore, some functions described in this document may not be supported by all versions of the software or hardware currently in use. For the most up-to-date information on product features, refer to your product release notes.

If a product does not function properly or does not function as described in this document, please contact your EMC representative.

Audience This document is part of the EMC DiskXtender for Windows documentation set, and is intended for use by system administrators who are responsible for installing software and maintaining the servers and clients on a network.

Readers of this document are expected to be familiar with the following topics:

◆ Microsoft Windows network administration

◆ Storage media and hardware device management Related

documentation

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A caution contains information essential to avoid data loss or damage to the system or equipment.

IMPORTANT

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An important notice contains information essential to operation of the software.

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IInvisible Body Tag

EMC^®DiskXtender^® is a storage management system that provides support for multiple media types, flexible data organization, and rules-based file migration. The MediaStor™ component of DiskXtender is a remote storage solution that provides transparent hardware control and support for a variety of media and device types.

Typically, users on the network save data to a drive on a Microsoft Windows file server. If EMC DiskXtender File System Manager is installed on the file server, File System Manager can migrate files to media in devices attached to a computer where MediaStor is installed. MediaStor receives requests from File System Manager for pieces of media in devices and retrieves media within a device according to those requests.

MediaStor enables you to leverage an existing hardware configuration or create a new one. The EMC DiskXtender Installation Guide provides additional information on planning a DiskXtender system.

The following sections identify key concepts that are central to understanding how to use MediaStor.

◆ Role of a media service in remote storage ... 10

◆ MediaStor concepts... 11

◆ Starting the Administrator... 14

Introduction

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Role of a media service in remote storage

Media services provide access to media. MediaStor was designed for use with File System Manager, which provides file migration services. MediaStor manages devices by sending commands to the robotics within hardware devices on behalf of File System Manager.

For example, a File System Manager server stores files to media in an optical library managed by MediaStor. When a File System Manager server requests a piece of media so it can write files to or retrieve files from that media, MediaStor sends commands to the library that cause the robotic arm for the library to move to the shelf where the piece of media is located. The robotic arm picks up the piece of media and inserts it in a drive for use by File System Manager.

Figure 1 MediaStor with File System Manager

You can use several hardware configurations with MediaStor, creating a storage system suited to your needs and available resources. A MediaStor system can manage devices on behalf of multiple File System Manager servers.

Extended drives

File System Manager installed G:\NTFS

Windows servers H:\NTFS

RPC connection

Drive, library, and tower devices

MediaStor installed

SCSI connection

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MediaStor concepts

The following concepts are integral to understanding MediaStor:

◆ “Storage devices” on page 11

◆ “Media types” on page 12

◆ “System management” on page 12

Storage devices Storage devices are hardware devices that enable you to access multiple pieces of high-capacity removable storage media. The addition of a new piece of media can always increase the total storage capacity available through a storage device. Use of a storage device through MediaStor provides you with practically unlimited storage space.

Note: The term device refers to hardware and is used throughout this guide to describe towers, stand-alone drives, and library systems.

MediaStor can manage one or many stand-alone drives, towers, and library devices (system bus resources). The following sections provide more information:

◆ “ Library” on page 11

◆ “ Stand-alone drive” on page 11

◆ “ Tower” on page 11

Library Sometimes referred to as autochangers or jukeboxes, libraries include the following:

◆ Shelves for storing media

◆ One or more drives

◆ Robotic arm that can be controlled by using software to mount and dismount media

MediaStor manages library devices and mounts and dismounts requested media automatically and transparently to the client application. “Libraries” on page 19 provides additional information on adding and managing libraries in MediaStor.

Stand-alone drive Stand-alone drives (internal or external) are nonlibrary drive devices managed by you and MediaStor. You are responsible for mounting and dismounting media in stand-alone drive devices, and MediaStor and the File System Manager servers it services automatically manage the media after the media is in the drive.

When using stand-alone drives, an error appears when you attempt to access datafiles on offline media. The MediaStor alert viewer indicates the media to mount.

After the media has been mounted, you can retry the request and retrieve the file.

“Stand-alone drives” on page 41 provides additional information about managing stand-alone drives.

Tower A tower is a case that contains several stand-alone drives. You and MediaStor manage tower devices. You are responsible for mounting and dismounting media in tower drive devices. MediaStor manages the media once the media is mounted in the drives.

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When using tower drives, an error appears when you attempt to access datafiles on offline media. The MediaStor alert viewer indicates the media to mount. After the media has been mounted, you can retry the request and retrieve the file.

“Towers” on page 36 provides additional information about managing towers.

Media types MediaStor supports many high-capacity storage media types. The functionality accessible through a device depends on the type of media used in the device and the file system for which the media is formatted.

The following table defines all media types and file systems that MediaStor currently supports:

After you configure a MediaStor media service and create an extended drive in File System Manager, you can allocate media to that extended drive through MediaStor or through File System Manager. The allocation of media to a File System Manager extended drive makes the media available to the File System Manager service so that you can begin migrating files to and reading files from that piece of media.

Chapter 3, ”Managing Storage Media,” provides information on managing media, including allocating media and viewing media properties.

The EMC DiskXtender Installation Guide provides detailed descriptions of media types and file systems, and the advantages and limitations of using certain file systems.

System management

MediaStor contains several features that enable you to administer, diagnose, and troubleshoot the system, as well as to back up the system and restore it in the event of a system failure. In addition, because the MediaStor program functions as a service, part of the administration of the MediaStor server includes administering the MediaStor service.

Table 1 File system support by media type

Media type Supported file systems

DVD-R and DVD+R UDF (sequential)

DVD-RAM • OTG (OSS)

• UDF (overwritable)

DVD-ROM UDF (read-only)

Magneto-optical (MO) • OTG (OSS)

MO WORM • OTG (OSS)

• UDF (sequential)

Tape OTG (TSS)

Tape-WORM OTG (TSS)

UDO • OTG (OSS)

UDO WORM • OTG (OSS)

• UDF (sequential)

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MediaStor as a service

MediaStor functions as a Windows service rather than as a user-mode application. As a Windows service, MediaStor can continue to be active even after you log off Windows, as long as the server is still running.

You can start, pause, and stop MediaStor, as well as configure it for various startup settings, including automatic startup, which starts MediaStor upon Windows system startup, and manual startup, which enables you to start the service manually. You can manage the service either through the MediaStor Administrator or through

Windows.

“Starting and stopping the service” on page 56 provides additional information.

Logs and reports MediaStor has built-in utilities for monitoring events, errors, and warnings.

◆ The Event Viewer and event logs - The Event Viewer contains a listing of all MediaStor events, errors, and warnings. This information is also logged to event logs. The Event Viewer and event logs can help identify and solve potential problems during runtime that might otherwise become critical problems if ignored. “Monitoring service events, errors, and warnings” on page 60 provides more information on the Event Viewer and event logs.

◆ Reports - The MediaStor reporting feature is a useful tool for tracking system statistics. Use the Report Generator Wizard to create various reports of system activities, including media information, hardware configuration, and MediaStor registry settings. In addition, the reporting function enables you to create and save custom layouts for reports, and to choose the layout when the report is run.

Backup and recovery Because constant and reliable access to data is one of the most critical parts of the system, be sure to have a comprehensive disaster recovery plan ready in the event of system problems or an entire system shutdown.

Use the registry log utility to create a backup of the MediaStor system configuration, which is stored in registry settings. In the event of system failure, you can restore the MediaStor system configuration.

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Starting the Administrator

The MediaStor Administrator interface enables you to create and configure

components, as well as manage server and extended drive properties on one or more MediaStor servers.

The MediaStor Administrator can be run on the same server where MediaStor is installed or from a remote workstation by using the Remote Administrator.

To open the Administrator:

◆ From the Windows Start menu, select Programs > EMC MediaStor >

Administrator.

Figure 2 MediaStor Administrator window

When the Administrator opens, it automatically connects to all registered MediaStor servers. If you are using a full version of MediaStor (as opposed to a Remote

Administrator), the local server is automatically registered, and therefore

automatically appears in the Administrator. After connections have been made, the Administrator displays information relevant to each connected MediaStor service.

Note: To configure MediaStor by using the Administrator, you must be a member of the MSAdministrators group on the MediaStor server.

To administer the MediaStor service on servers other than those currently connected, you must register the MediaStor servers through the Administrator. “Registering a server for remote administration” on page 90 provides more information on registering MediaStor servers.

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Invisible Body Tag

You can add, edit, and delete libraries, towers, and stand-alone drives in MediaStor, and manage the insertion, movement, and ejection of media in the devices. The following sections provide more information.

◆ Supported devices and interfaces ... 16

◆ Libraries ... 19

◆ Towers ... 36

◆ Stand-alone drives... 41

Managing Hardware

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Supported devices and interfaces

When you add a device to MediaStor, you might need to select it from a list of available devices. MediaStor uses standardized naming conventions for hardware devices. Understanding the format for a device name simplifies identification of the device.

MediaStor supports stand-alone drives, towers, and libraries on the following interfaces:

◆ SCSI

◆ iSCSI

◆ Fibre Channel

◆ IEEE-1394 (FireWire)

All supported devices that are connected to the MediaStor server are listed in the Windows registry. Devices available to configure from MediaStor are automatically listed in the MediaStor Administrator. These devices appear in order according to their model and their device address.

Before you use the MediaStor Administrator to add a library, review the following prerequisites:

◆ Before adding a SCSI device, confirm that the hardware is properly configured.

For any SCSI device to work correctly (regardless of its use with MediaStor), all devices and the SCSI adapter must be properly terminated.

◆ Before adding an iSCSI library to a DiskXtender configuration, you must configure an iSCSI HBA or a Microsoft iSCSI Initiator when using a LAN card.

“Installing and configuring iSCSI” on page 17 provides instructions.

◆ Before adding a tape library with automatic drive cleaning capability, disable the library’s automatic drive cleaning function.

For a complete list of supported hardware devices, refer to the DiskXtender for Windows Supported Device List available on the EMC Powerlink website.

Device names The SCSI address is the same as the character string that names this device in SCSI Manager. Look at the icon for this device in SCSI Manager. The device name (address) appears in quotes under the icon. More information on SCSI Manager is available in the SCSI Manager Online Help and the EMC DiskXtender File System Manager Administrator’s Guide.

The numbers in the device address represent the SCSI port, bus, target ID, and logical unit ID, respectively. For example, on a typical system with one host adapter, a DVD-R drive or UDO tape drive at target ID 2 would be SCSI.3.0.2.0, where:

◆ 3 is the address of the SCSI port

◆ 0 (first zero) is the bus

◆ 2 is the target ID

◆ 0 (last zero) is the logical unit ID

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Installing and configuring iSCSI

Before adding an iSCSI library by using the MediaStor Hardware Wizard, you must install and configure an iSCSI HBA or the Microsoft iSCSI Initiator, version 1.6 or 2.0:

◆ To install and configure an iSCSI HBA, use the documentation from the vendor.

◆ To install and configure the Microsoft iSCSI Initiator software, use the procedure,

“How to install and configure the Microsoft iSCSI Initiator” on page 17.

You must also configure the port in the iSCSI device or, in some instances, from the front control panel. Usually the port is an RS-232 or LAN port. Refer to the vendor’s documentation for instructions.

The connection between an iSCSI device and the MediaStor server is a point-to-point connection by way of an Ethernet port. The iSCSI device is exclusive to the MediaStor server and cannot be shared by other servers.

If MediaStor is stopped abnormally, the iSCSI device may not receive a release command, and remains in a reserved state by the MediaStor server. This is because the SCSI control program handles errors for the iSCSI device.

To clear a reserve status, use one of the following methods:

◆ From the MediaStor Administrator, right-click the device and select Set Online.

The iSCSI device is reserved by the same initiator again.

◆ Send a release command from SCSI Manager.

◆ Power cycle the iSCSI device.

◆ Restart the MediaStor server to force a bus reset.

How to install and configure the Microsoft iSCSI Initiator

The following procedure assumes that the library is connected to the MediaStor server.

To install the Microsoft iSCSI Initiator:

1. From the Windows Start menu, select Control Panel > Network Connections.

Note: On Windows 2000, select Start > Settings > Network and Dial-up Connections.

2. Right-click the icon for the LAN port.

The iSCSI Properties dialog box appears.

3. On the General tab, select Internet Protocol (TCP/IP) from the This connection uses the following items list and click Properties.

4. In the Internet Protocol (TCP/IP) Properties dialog box, select Use the following IP address.

5. Enter the IP address in the IP address text box and click OK.

6. Install the Microsoft iSCSI Initiator software on the MediaStor server.

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7. From the Windows Start menu, select All Programs > Microsoft iSCSI Initiator

> Configure iSCSI Initiator.

Note: On Windows 2000, select Start > Programs > Microsoft iSCSI Initiator > Configure iSCSI Initiator.

The iSCSI Initiator Properties dialog box appears.

• To configure Microsoft iSCSI Initiator version 1.6, continue with “Configuring Microsoft iSCSI Initiator version 1.6” on page 18.

• To configure Microsoft iSCSI Initiator version 2.0, continue with “Configuring Microsoft iSCSI Initiator version 2.0” on page 18.

Configuring Microsoft iSCSI Initiator version 1.6

To complete the configuration for Microsoft iSCSI Initiator version 1.6:

1. On the Target Portals tab, click Add.

The Add Target Portal dialog box appears.

2. Type the target IP address in the IP address or DNS name text box and click Advanced.

The Advanced Settings dialog box appears.

3. From the Local adapter list, select Microsoft iSCSI Initiator.

4. From the Source IP list, select the source IP address, click OK, and then click OK again.

The iSCSI Initiator Properties dialog box appears. The first time this dialog box appears, the status for each target is inactive.

6. On the Available Targets tab, click Log On.

The Log On to Target dialog box appears.

7. Click OK to log on to the device.

8. Repeat steps 6 and 7 until all devices listed in the Select a target table show a status of Connected, and then click OK.

9. Use the Windows Device Manager to rescan the iSCSI device, or restart the computer.

Configuring Microsoft iSCSI Initiator version 2.0

To complete the configuration for Microsoft iSCSI Initiator version 2.0:

1. On the General tab, click Change.

The Initiator Node Name Change dialog box appears.

2. Type the IP address for the iSCSI device in the Initiator node name text box and click OK.

3. Select the Discovery tab and click Add.

The Add Target Portal dialog box appears.

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4. Type the target IP address in the IP address or DNS name text box and click Advanced.

The Advanced Settings dialog box appears.

5. From the Local adapter list, select Microsoft iSCSI Initiator.

6. From the Source IP list, select the source IP address and click OK.

The iSCSI Initiator Properties dialog box appears. The first time this dialog box appears, the status of each target is inactive.

8. On the Targets tab, select a target and click Log On.

The Log On to Target dialog box appears.

9. Click OK to log on to the device.

10. Repeat steps 8 and 9 until all devices listed in the Select a target table show a status of Connected, and then click OK.

Libraries

MediaStor supports a wide variety of SCSI, iSCSI, Fibre Channel and IEEE-1394 libraries.

For a list of supported libraries, refer to the DiskXtender for Windows Supported Device List available on the EMC Powerlink website.

You can add, edit, and remove libraries in the MediaStor system. MediaStor also provides robotics management for libraries which enable you to insert, eject, and move media within the library. MediaStor internally performs all necessary mount and dismount operations for media read/write requests from File System Manager.

The following sections provide more information:

◆ “Adding a library” on page 19

◆ “Managing media in a library” on page 29

◆ “Editing a library” on page 32

◆ “Viewing library properties” on page 33

◆ “Setting a library offline” on page 35

◆ “Setting a library online” on page 35

◆ “Deleting a library” on page 36

Adding a library MediaStor treats libraries as single storage devices. An address exists for the library, and for each drive in the library. You can add any supported library currently listed in the Windows registry to MediaStor.

The Hardware Wizard leads you step-by-step through the process of adding a library to MediaStor. You can configure the library at the time you create it, or you can access and change these configurations later through the Hardware Wizard and, in some

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cases, through the Properties for the library. The tabs of the Library Properties dialog box are identical to the corresponding pages of the Hardware Wizard.

Note: Before adding a tape library with automatic drive cleaning capability, disable the library’s automatic drive cleaning function.

Note: Before adding an iSCSI library, ensure that an iSCSI HBA or Microsoft iSCSI Initiator has been installed and configured. “Installing and configuring iSCSI” on page 17 provides instructions

The following sections provide instructions on running the Hardware Wizard to add a library to MediaStor:

◆ “Starting the Hardware Wizard” on page 20

◆ “Library Configuration page” on page 21

◆ “Library Drives page” on page 23

◆ “Auto Clean page” on page 26

◆ “Library Options page” on page 27 Starting the Hardware

Wizard

This section describes how to start the Hardware Wizard and configure the Add New Hardware Device and Select New Library pages.

To add a library:

1. In the MediaStor Administrator, right-click the Hardware node and select New.

The Add New Hardware Device page appears.

Figure 3 Hardware Wizard - Add New Hardware Device page 2. Select Library and click Next.

The Select New Library page appears, listing all of the libraries currently in the Windows registry that have not yet been added to the MediaStor hardware configuration.

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Figure 4 Hardware Wizard - Select New Library page 3. Select the library to add and click Next.

The Library Configuration page appears.

Library Configuration page

The Configuration page provides information on the device being added, and enables you to enter a device name and select the drive type (media type) for the library. You can also enable or disable automatic initialization of the library on MediaStor startup.

To configure the Library Configuration page:

1. Type a name for the library. Library names are used only for user interface purposes and can be any alphanumeric string, up to 32 characters.

Figure 5 Hardware Wizard – Library Configuration page

2. From the Drive Type drop-down list, select the type of drive (media) that the library contains.

• If the library is a DVD library that contains different types of DVD drives (including combo drives that function as either DVD-R or DVD-RAM), then the drive type selected for the library determines the following:

– How the drives and the media in the library function.

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– Which of the drives and media are read/write or read-only.

• If the library is an MO/UDO library that contains both MO and UDO drives, then the selection of UDO enables you to add both MO and UDO drives to the configuration. The selection of MO restricts you to adding only MO drives to the library configuration.

“Choosing a drive type” on page 22 provides more information for drive types.

3. Select or clear the Set this device online when the server starts checkbox to determine whether this device is set online when the MediaStor service starts.

Note: Do not select this checkbox when you add a library. If the library is online when you test the configuration of the drives in the library (after adding the library and restarting the computer), and if the drives are configured incorrectly, you might encounter hardware problems.

4. Click Next.

The Library Drives page appears. “Library Drives page” on page 23 provides instructions.

Choosing a drive type

The library type controls the functionality of both the drives and the media in the library. This control pertains specifically to DVD libraries where different types of DVD drives may be installed, and to MO/UDO libraries.

As long as the drives in the library are the same type as the selected drive type, they function as read/write drives. If a drive in the library is of a different type (though still compatible with the library), the drive functions as a read-only drive. If the library contains combo drives, these drives are set to the drive type selected for the library.

In addition, DVD media in the library that is not of the same type as the drive type selected for the library is set to be read-only media during library inventory. For example, if you have DVD-RAM media in the library, but select DVD-R as the drive type for the library, all DVD-RAM media is set as read-only media. The same is true for DVD-R media in a DVD-RAM drive-type library.

For DVD libraries containing combination drives, different drive types or both, all media must be readable in all library drives. For example, if a library contains both DVD-R and DVD-ROM drives, you cannot insert DVD-RAM media into the library because DVD-RAM media is not readable in DVD-ROM drives. In addition, all read/write library media must be both readable and writable in all read/write library drives.

Note: If you are configuring a read-only drive and a write drive in the same library, the two drives should be on separate buses. Be sure to follow all manufacturers recommendations for setting up hardware devices before adding them to MediaStor.

If you will use DVD-R or DVD+R media and keep copies of that media, note that unfinalized media cannot be mounted in a read-only drive. If you intend to update copies of media before the originals are finalized, you must have at least two write drives in the system: one drive for the copy and one for the unfinalized original. This is not an issue if you plan to only update the copy after the original is finalized.

Note: DVD+R media is supported only when used in the PowerFile R200DL DVD libraries.

The PowerFile website contains a list of approved DVD media types and manufacturers.

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For UDO libraries, you can install both UDO and MO drives in the library. MO drives can read/write only to MO media, and UDO drives can read/write to only UDO media. They are not interchangeable due to the differing sector sizes of the media.

In addition, if you select UDO as the library type, you can select both UDO and MO drives during library configuration. Both UDO and MO media can be used in the library. If you select MO as the library type for that same library, you can only select MO drives during library configuration, and only use MO media in the library regardless of the type of drives actually resident in the library.

Library Drives page The Library Drives page of the Hardware Wizard follows the Library Configuration page, which is described in “Library Configuration page” on page 21. When the Library Drives page initially appears, no drives are listed. You must add the drives either automatically or manually.

Figure 6 Hardware Wizard - Drives page

Table 2 provides common library types and the methods available for adding drives:

Table 2 Automatic or manual method for adding drives

Library type Automatic Manual

iSCSI

✔

SCSI with drives and library on a single bus

✔ ✔

SCSI with drives and library on multiple buses

✔

Fibre Channel interface

✔

IEEE-1394 (FireWire)

✔ ✔

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MediaStor enables you to assign certain roles to library drives. This capability is known as drive affinity. When adding drives to the library, you can assign drives to do one or all of the following:

◆ Perform tasks such as formatting and compacting media.

◆ Handle file migration and fetching.

◆ Perform all functions.

To add drives to the library:

1. On the Library Drives page of the Hardware Wizard, select either the automatic or manual method for adding drives:

• Automatic configuration adds all the drives in a library and orders the drives as they exist in the library. To automatically add drives:

a. Click Auto Config.

b. Click Yes to confirm the auto configuration request.

If the automatic configuration is successful, a status message appears. If the automatic configuration fails, a message indicates that you must add the drives manually.

c. Click OK.

The Drives list contains the drives with their corresponding SCSI ID. The drives are usually listed in chronological order from lowest to highest.

• Manual configuration enables you to add the drives manually.

Note: When manually adding drives, you must add them in the order of the drive number and not the SCSI ID. For example, if drive 1 has SCSI ID 1.0.5.0 and drive 2 has SCSI ID 1.0.4.0, the SCSI addresses of the drives do not appear in ascending order. SCSI ID 1.0.5.0 (drive 1) appears before SCSI ID 1.0.4.0 (drive 2). In the Drives drop-down list 1.0.4.0 (drive 2) still appears first.

To add a drive manually:

a. Click Add.

The Select Library Drive(s) page appears, showing all drives currently listed in the Windows registry that are compatible with the drive type selected for the library. The drives are listed as either read/write or read-only drives. The list includes stand-alone drives.

b. Select the drives to add and click OK. Be sure to only select actual library drives. If you select stand-alone or external drives from this page, the configuration test run fails.

2. If you add only some of the drives in a library, add reserved drives as

placeholders for the drives that are not added. This is particularly important if the library contains drives that are not compatible with the drive type selected for the library, and therefore cannot be added to the configuration.

Note: Some libraries are configured in a way that there are physically two drives, but the library firmware expects four drives. When Auto Config is used to add drives, reserved drives are added for those bays in the library where the drives are missing.

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a. Click Add.

The Select Library Drive(s) page appears with a device listed as Reserved.

b. Select the Reserved Device Name entry and click OK.

The Drives page appears with the reserved drive listed.

c. Repeat this process until you have added a reserved drive in the place of each actual library drive that is not being added. The total number of drives, actual and reserved, listed in the Drives page must equal the total number of drives in the library.

3. If you added drives manually, be sure that the library drives, including reserved drives, are defined in the order that the vendor numbers its drive elements. For example, if you have a library with four drives and you are not using the third drive in the library, the reserved drive must appear in place of the third drive in the list.

To change the order of a library drive, select the drive and use the up and down arrows to the right of the Drives list to promote or demote the position of the drive in the list.

4. For each drive listed in the Drives list, do the following:

a. Select a Drive Function:

– All – Select this option to permit all operations including moves, fetches, and other tasks. All is the default value.

– Tasks – Select this option to process transactions and perform tasks such as formatting and compacting media.

– Move/Fetch – Select this option to process transactions, fetches, and moves.

Note: You can configure all drives as either task drives or as move/fetch drives, although doing this is likely to impede performance.

b. Select or clear the Set drive online when library is set online checkbox.

All drives are set online by default. At least one drive must be configured to be set online when the library is set online. Otherwise, the library remains offline.

5. If you added a drive you do not want to use, delete the drive by selecting it and clicking Delete.

Note: If you delete a drive, you might need to add a reserved drive to replace the deleted drive.

Note: If you have a hardware problem with a library drive and want to prevent its use, but do not want to remove the drive from the library configuration, you can temporarily disable the drive by setting it offline. In this situation, you may also want to clear the Set drive online when library is set online checkbox. “Setting a library offline” on page 35 provides more information.

6. Click Next.

One of the following occurs:

• If you are configuring a tape library, the Auto Clean page appears. “Auto Clean page” on page 26 provides more information.

• If you are configuring libraries other than tape libraries, the Options page appears. “Library Options page” on page 27 provides more information.

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Auto Clean page The Auto Clean page enables you to set up automatic cleaning options based on read/write usage for tape library drives. Once automatic cleaning is configured, MediaStor initiates automatic drive cleaning without manual intervention.

Figure 7 Hardware Wizard – Auto Clean page

To configure options in the Auto Clean page:

1. Specify an option for Automatic Drive Cleaning Frequency:

• Disable automatic drive cleaning for this library – Select this option to disable automatic cleaning.

• Clean drives when total read/write activity is exceeded – Select this option to initiate automatic cleaning after the specified amount of read and write activity has occurred. In the Total hours of activity [read+write] text box, type the total number of hours the drive must be in use before the drive is cleaned.

• Clean drives when read or write activity is exceeded – Select this option to initiate automatic cleaning after a specified amount of either read or write activity has occurred. In the Total hours of read activity text box, type the number of hours the drive is in use for read activity. In the Total hours of write activity text box, type the number of hours the drive is in use for write activity.

• Clean drives when total mount activity is exceeded – Select this option to initiate automatic cleaning after a specified amount of mount activity has occurred. In the Total mount count text box, type the number of mounts.

• Clean drives when requested by hardware only – Select this option to initiate automatic cleaning after MediaStor receives a cleaning request from the drive.

2. If you enabled automatic cleaning, type the number of shelves in the Shelf numbers reserved for cleaning cartridges text box. The maximum number is eight.

The cleaning cartridge does not need to be physically in the library when configuring automatic cleaning. With the library online, use the Manage Library Media dialog box to insert or eject cleaning cartridges.

IMPORTANT

!

Do not place the cleaning cartridge in the first shelf of the library. The Test Config function fails if a cleaning cartridge is placed in the first shelf.

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3. Click Next.

The Library Options page appears.

Library Options page The Library Options page lists configuration options available for the library.

Figure 8 Hardware Wizard – Library Options page

The configuration options that appear in the lower part of the Library Options page correspond to the option selected in the list in the upper part of the Library Options page.

To configure the Library Options page:

1. Configure the Idle drive dismount (seconds) option:

• Dismount media after – Select this option to enable the library to dismount media from a drive after a certain number of seconds has passed without a read or write request for that media. Type the number of seconds that should pass before the library dismounts the media. The default value is 60 seconds.

• Do not automatically dismount idle media – Select this option to leave media in a drive regardless of how long the media has been inactive. Media is only dismounted when another piece of media must be mounted in the drive for a read or write request.

2. Configure the Maximum shelves to use for inventory option:

• Use all shelves in this library – Select this option to use all of the library shelves to hold media for the media service. This is the default.

• Use only the first __ shelves – Select this option to use a select number of shelves to hold media for the media service. Type the number of consecutive shelves (starting from the first shelf and including the last shelf) that

MediaStor should use. This option can be used to partially utilize a library with a damaged shelf or to prevent automatic inventory of a large number of shelves, which can take a long time.

3. Click Finish.

You may be required to restart the computer to enable changes to be made to the configuration.

4. Perform a configuration test after you restart the server to determine if the order of the drives is correct. “Testing the drive configuration” on page 28 provides instructions.

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Testing the drive configuration

When you manually add a library, perform a configuration test on the library to ensure the drives are ordered properly. Automatic configuration should order the drives properly when they are added, but you can perform a configuration test anyway.

To perform a configuration test:

1. Verify that media is present in the library. Media must be present to test the drive configuration.

If the library is a DVD library, ensure that there is no unformatted media in the library. Place a piece of formatted media into the library before running the test.

2. For tape libraries only, verify that the first shelf in the library contains a data cartridge and not a cleaning cartridge.

3. Verify that the library is offline. If the library is online, right-click the library and select Set Offline.

4. Right-click the library and select Modify.

5. Click Yes on the confirmation message.

The Hardware Wizard’s Library Configuration page appears.

6. Click Next to move through the Hardware Wizard until you reach the Library Drives page.

7. Click Test Config.

A warning message appears.

Figure 9 Warning message

8. Ensure that the first shelf in the library contains valid media and click Yes to continue.

A status message appears while the library and its drives are assessed. After the test is complete, a message appears to indicate whether the test succeeded.

9. Click OK.

10. If the configuration test fails, verify each of the following:

• The drives are ordered properly.

• The number of drives in the library matches the number of drives listed. If any of the drives in the library are not listed, either add the drive manually or add a reserved drive as a placeholder.

• No stand-alone or external drives have been selected.

• There is media in the library. For DVD libraries, ensure there is formatted media in the library. Unformatted media may cause a configuration test to fail.

• There is not a cleaning cartridge in the first shelf in a tape library.

11. Perform another configuration test to ensure accuracy.

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Managing media in a library

When adding media to a library, certain hardware issues must be addressed. The procedures for adding media are dictated by the specific library being used. Some libraries require that the device be taken offline before inserting media, while other devices allow for media insertion while online.

Library procedures differ by model. For example, some libraries have a mailslot into which media is placed before it is put on a shelf or mounted in a drive. Some libraries use magazines that hold several pieces of media, so that when a magazine is

removed, multiple pieces of media are removed as well. Libraries that use magazines must be taken offline before you eject the magazine. After you re-insert the magazine, you can set the library online and it can be inventoried. Always be sure to inventory those shelves where the media status has changed, even if media has been switched on two different shelves.

“Setting a library offline” on page 35 and “Setting a library online” on page 35 provide instructions on setting libraries online and offline.

Quick access to all aspects of library media management is available through the Manage Media feature. Depending on the limitations of the library, you may be able to insert, move, and eject media by using this dialog box. You can also monitor media status.

To manage library media, right-click the library in the Hardware tree and select Manage Media.

The Manage Library Media dialog box appears.

Figure 10 Manage Library Media dialog box

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The Manage Library Media dialog box lists the library drives and shelves, along with what media is located on each shelf and the status of the media. Do one of the following:

◆ Insert a piece of media into the library. “Inserting media” on page 30 provides instructions.

◆ Move a piece of media from one library shelf to another. “Moving media” on page 31 provides instructions.

◆ Eject a piece of media from the library. “Ejecting media” on page 32 provides instructions.

Note: Some options may not be available, such as when the library does not support certain commands or has no mailslot. In those cases, the appropriate buttons are dimmed.

Inserting media Some library models have individual procedures for inserting media, such as opening up a door to place media into the shelves. This type of library also requires the library be taken offline while media is inserted, and then set online and

inventoried after the media is in place. For information about inserting media into a library, refer to the individual library documentation.

If the library supports it, you can insert media by using the Insert Library Media function.

Note: If you are using a tape library, do not insert a data cartridge into a shelf that is reserved for cleaning cartridges.

To insert media into a library:

1. On the Manage Library Media dialog box, click Insert.

The Insert Library Media dialog box appears.

Figure 11 Insert Library Media dialog box

Note: If specific shelves are selected in the Manage Library Media dialog box when you click Insert, MediaStor automatically enables the Insert media to specified shelves option and enters those shelf numbers in the Shelves text box.

2. Select a method for inserting media:

• Insert media to specified shelves – Select this option to insert media to specific shelves. Type the shelf numbers in the Shelves text box.

• Insert media to first available shelves – Select this option to automatically insert media to available shelves. Type the number of the shelves in the Quantity text box. MediaStor inserts media in the first available shelves.

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3. Click OK.

A message similar to the following appears:

Please insert media into the mailslot.

4. Insert the media into the library, and then click OK in the confirmation message dialog box.

MediaStor inserts the cartridge into library shelf.

Note: If the library in use has no mailslot, special considerations apply. The library must be set offline before you manually place media in the shelf or magazine location. After the media is inserted, the library must be set back offline, and MediaStor prompts you to inventory the library. “Setting a library offline” on page 35 and “Setting a library online” on page 35 provide instructions for setting libraries online and offline.

Moving media From the Manage Library Media dialog box, you can move a piece of media from one library shelf to another. The Move feature enables you to optimize system

performance by keeping the most frequently used pieces of media closest to the library drives. It also enables you to group media for organization purposes, such as for each department in the workplace.

For tape libraries, you can move a cleaning cartridge to another shelf that is reserved for cleaning cartridges.

To move media in a library:

1. On the Manage Library Media dialog box, click Move.

The Move Library Media dialog box appears.

Figure 12 Move Library Media dialog box

Note: If specific shelves are selected in the Manage Library Media dialog box at the time you click Move, MediaStor automatically enters those shelf numbers in the Move Media On Specified Shelves text box.

2. In the Move Media On Specified Shelves text box, type the numbers of the shelves where the media to be moved are currently located.

3. In the To Empty Shelves Starting At Shelf text box, type the number of the shelf where MediaStor should start to place media.

MediaStor begins to move the media to that shelf and continues to place media on each available shelf in sequence until all moved media is remounted.

4. Click OK.

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Ejecting media From the Manage Library Media dialog box, you can eject a piece of MediaStor media or some quantity of the least frequently used media from a library. MediaStor continues to track ejected media and prompts you to reinsert the media when read and write requests are received.

Note: If the library in use has no mailslot, special considerations apply. The library must be set offline before you manually remove media from the shelf or magazine location. After the media is removed, the library must be set back online, and MediaStor prompts you to inventory the library. “Setting a library offline” on page 35 and “Setting a library online” on page 35 provide instructions for setting libraries online and offline.

To eject media from a library:

1. On the Manage Library Media dialog box, click Eject.

The Eject Library Media dialog box appears.

Figure 13 Eject Library Media dialog box

Note: If specific shelves are selected in the Manage Library Media dialog box when you click Eject, MediaStor automatically enables the Eject media from specified shelves option and automatically enters those shelf numbers in the Shelves text box.

2. Select the media to eject:

• Eject media from specified shelves – Select this option to eject media from specific shelves. Type the shelf numbers in the Shelves text box.

• Eject least-used media – Select this option to eject the least frequently used pieces of media. Type the number of pieces of media in the Quantity text box.

3. Click OK.

A message similar to the following appears:

Please remove media from the mailslot.

4. Remove the media from the library, and then click OK.

Editing a library Several aspects of the configuration for a library can be changed at any time. You can:

◆ Edit the library name or drive type setting

◆ Add or remove drives as needed

◆ Change the drive event settings

◆ Reconfigure library options

Edits are performed by using the same steps in the Hardware Wizard that were used to add the library to MediaStor.

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To edit a library:

1. Right-click the library and select Set Offline.

2. Right-click the library and select Modify.

The Hardware Wizard appears. “Adding a library” on page 19 provides additional information about the Hardware Wizard. You may be required to restart the computer to enable changes to be made to the SCSI configuration.

Viewing library properties

Accessing the Library Properties dialog box and selecting each of the tabs enables you to view and change the settings established when you added the library to

MediaStor.

To view library properties:

1. Right-click the library and select Properties.

The General tab of the Library Properties dialog box appears.

Figure 14 Library Properties dialog box

Library properties are summarized on the following tabs:

• The General tab corresponds to the Library Configuration page of the Hardware Wizard that was used to add the library to MediaStor, except that the fields are read-only. “Library Configuration page” on page 21 provides information.

• The Statistics tab contains information about media mounts and file read and write statistics. “Statistics tab” on page 34 provides more information.

2. Click OK.

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Statistics tab When you select a drive in the Drives list and click the Statistics tab in the Library Properties dialog box, the mount information and drive I/O totals for that drive are shown.

Figure 15 Library Properties – Statistics tab

The following information appears on the Statistics tab:

Table 3 Library Properties dialog box – Statistics tab items

Item Description

Mount Count Number of mounts during the current session Dismount Count Number of dismounts during the current session

Exchange Count Number of times media on a shelf is exchanged with media in a drive during the current session

Flip Count Number of pieces of media that were flipped during the current session Insert Count Number of pieces of media that were inserted during the current session Eject Count Number of pieces of media that were ejected during the current session Hardware Errors Number of hardware errors encountered during the current session Read File Count Number of read requests during the current session

Read Byte Count Number of bytes of files read during the current session Write File Count Number of write requests during the current session Write Byte Count Number of bytes of files written during the current session Valid Since The date from which the statistics on this tab are calculated

Clear Statistics button Clears the statistics and resets the date from which the statistics on this tab are calculated

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Setting a library offline

If a library is experiencing hardware problems or needs to be opened for maintenance or troubleshooting, first take it offline. After the problem is corrected, you can place the library back online.

To set a library offline:

Setting a library online

A library must be online for MediaStor to perform media functions in that library. If the library is offline, then all drives are inactive and programs cannot write to or read from the media.

You can, however, view shelf position and label information for offline media in a library. This information appears in the Manage Library Media dialog box, which can be accessed by right-clicking on the name of the library in the Hardware tree and selecting Manage Media.

To set a library online:

1. Right-click the library and select Set Online.

The Set Library Online dialog box appears.

Figure 16 Set Library Online dialog box

2. Choose whether to inventory the shelves in the library:

• Do not inventory any shelves – Select this option to set the library online without inventorying shelves. This assumes the latest shelf inventory is accurate.

• Inventory specified shelves – Select this option to inventory only certain shelves. Type the number for each shelf to be inventoried in the Shelves text box.

– To inventory a range of shelves, specify the first and last shelf numbers, separated by a hyphen (-), from lowest to highest.

– To inventory individual shelves, specify the shelf numbers separated by commas.

• Inventory all shelves in this library – Select this option to inventory every shelf in the library. This is the default. Note that an inventory of the entire library may take a long time.

If a library is configured to not be set online automatically on startup, the first time the library is set online, all shelves are inventoried.

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Note: MediaStor stores which shelves contain media and the applicable media labels in the Windows registry. When a library inventory is performed, MediaStor checks each shelf for changes in the status of the shelves or the media. For shelves selected for inventory, MediaStor mounts the media and reads the labels.

3. If you do not want to perform a full inventory of all shelves, full and empty, upon setting the library online, clear the Force a reset of hardware media inventory checkbox.

4. Click OK. One of the following occurs:

• If you kept the defaults, the library is inventoried and set online.

• If you changed the defaults, a warning message appears. To return to the Set Library Online dialog box and change the selections, click No. To continue setting the library online, click Yes.

Note: Media is not mounted to a library drive that is offline. This is helpful for troubleshooting, repair, and maintenance of library drives without deleting the library from MediaStor. Never service any device while it is online, including offline drives that reside in an online library.

Deleting a library You can delete a library from the MediaStor hardware configuration.

After you delete a library, it is permanently removed from configuration. To use a deleted library again, you must add it through the Hardware Wizard.

Use caution when you delete a library. It might be more helpful to set the library offline if it is to be used again. This is helpful when a problem occurs with the library and it is necessary to remove it only temporarily from the configuration.

To delete a library from MediaStor:

3. Right-click the library and select Delete.

You may be required to restart the computer to enable changes to be made to the SCSI configuration.

Towers

A tower is a group of stand-alone (nonlibrary) drives in which you manually mount and dismount media during runtime. You can manage the drives in each tower and set them online or offline. You can add, edit, and delete towers and their drives. The following sections provide more information:

◆ “Adding a tower” on page 37

◆ “Editing a tower” on page 39

◆ “Viewing tower properties” on page 40

◆ “Setting a tower offline” on page 40

◆ “Setting a tower online” on page 41

◆ “Deleting a tower” on page 41

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Adding a tower The Hardware Wizard leads you step-by-step through the process of adding a tower to MediaStor. You can configure the tower at the time you create it, or you can access and change these configurations later through the Hardware Wizard. The tabs of the Tower Properties dialog box are identical to the corresponding pages of the Hardware Wizard.

You can add any drive currently listed in the Windows registry to MediaStor.

Note: The Windows Registry contains an inventory of all SCSI devices connected, powered on, and responding upon startup. For a full list of supported towers, refer to the DiskXtender for Windows Supported Device List available on the EMC Powerlink website.

To add a tower:

1. Right-click the Hardware node and select New.

The Add New Hardware Device page of the Hardware Wizard appears.

Figure 17 Hardware Wizard – Add New Hardware Device page 2. Select Tower and click Next.

The Tower Configuration page appears.

Figure 18 Hardware Wizard – Tower Configuration page

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3. In the Name text box, enter a name for the tower. Tower names are used only for user interface purposes and can be any alphanumeric string, up to 32 characters.

4. Select the type of media the tower uses. MediaStor detects the type of tower and enters that type by default.

5. Select or clear the Automatically set this device online when the server starts checkbox to determine whether to set the tower online when the MediaStor service starts. If you clear this option, you need to set the tower online manually.

6. Click Next.

The Tower Drives page appears.

Figure 19 Hardware Wizard – Tower Drives page 7. Click Add to add drives to the tower.

The Select New Tower Drive dialog box appears, listing all drives currently available for addition to the tower configuration.

Figure 20 Select New Tower Drive dialog box 8. Select the drives to add and click OK.

The Tower Drives page reappears listing the drives that have been added.

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Figure 21 Hardware Wizard – Tower Drives page with drive added

9. Ensure the tower drives are listed in the same order that they exist in the tower. To change the order of a drive, select the drive and use the up and down arrows to the right of the Drives list.

10. Select each drive in the list and select or clear the Set drive online when tower is set online checkbox to choose whether to set the drive online when the tower is set online.

Note: At least one drive must be configured to be set online when the tower comes online.

The tower cannot be set online without any online drives.

11. To delete a drive from the tower configuration, select the drive from the Drives list and click Delete.

12. Click Finish.

You may be required to restart the server to enable changes to be made to the SCSI configuration.

Editing a tower You can edit the configuration for a tower at any time. You can:

◆ Edit the tower name and startup setting

◆ Add or remove drives as needed

◆ Change the drive activation settings

Edits are performed by using the same steps in the Hardware Wizard that were used to add the tower to MediaStor.

To edit a tower:

1. Right-click the tower and select Set Offline.

2. Right-click the tower and select Modify.

The Hardware Wizard appears. “Adding a tower” on page 37 provides additional information about the Hardware Wizard.

You may be required to restart the computer to enable changes to be made to the SCSI configuration.

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Viewing tower properties

Accessing the Tower Properties dialog box enables you to view the settings established when you added the tower.

Note: Properties can also be viewed for individual drives within the tower. Drive properties for tower drives include the General tab, with general drive information, and the Statistics tab.

“Viewing stand-alone drive properties” on page 44 provides details on these tabs.

To view tower properties, right-click the tower and select Properties.

Figure 22 Tower Properties – General tab

The following information appears on the General tab of the Tower Properties dialog box:

Setting a tower offline

If a tower is experiencing hardware problems or needs to be opened for maintenance or troubleshooting, take the tower offline. After the problem is corrected, place the tower back online.

To set a tower offline: