Table of Contents

Preface

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

Contact your EMC technical support professional if a product does not function properly or does not function as described in this document.

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This document was accurate at publication time. Go to EMC Online Support (https://support.emc.com) to ensure that you are using the latest version of this document.

Related documentation

The release notes for your version includes the latest information for your product.

The following EMC publication sets provide information about your ScaleIO or ScaleIO Ready Node product:

You can download the release notes, the document sets, and other related documentation from EMC Online Support.

Typographical conventions

EMC uses the following type style conventions in this document:

Where to get help

EMC support, product, and licensing information can be obtained as follows:

Product information
For documentation, release notes, software updates, or information about EMC products, go to EMC Online Support at https://support.emc.com.
Technical support
Go to EMC Online Support and click Service Center. You will see several options for contacting EMC Technical Support. Note that to open a service request, you must have a valid support agreement. Contact your EMC sales representative for details about obtaining a valid support agreement or with questions about your account.

Your comments

Your suggestions will help us continue to improve the accuracy, organization, and overall quality of the user publications. Send your opinions of this document to techpubcomments@emc.com.

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System requirements

This section lists the requirements for system components.

This section is specific to ScaleIO software deployments.

For ScaleIO Ready Node or VxRack Node 100 Series systems, refer to your product's Hardware Configuration and Operating System Installation Guide.

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ScaleIO cluster components

List of required ScaleIO servers.

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Physical server requirements

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Supported operating systems

The list of operating systems supported by this version of ScaleIO.

For the most updated list, see the EMC Simple Support Matrix (ESSM) at https://elabnavigator.emc.com/eln/elnhome.

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GUI server requirements

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ScaleIO Gateway server requirements

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Other requirements

ScaleIO requires that you use a minimum of three SDS servers, with a combined free capacity of at least 300 GB. These minimum values are true per system and per Storage Pool.

All VxRack Node 100 Series nodes have the minimum disk size as part of the node specification.

Supported hardware configurations

The supported hardware configurations are listed in the Simple Support Matrix for your software version. Download this file from https://elabnavigator.emc.com/eln/elnhome. Click Simple Support Matrices > Storage and select the desired product and version.

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Before You Begin

This topic provides an overview of deploying ScaleIO in a 2-layer configuration.

Deployment begins with preparing the Linux Backend, using the Installation Manager (IM).

For Linux and Windows SDC servers, you can install the SDC using the IM, or you can install the SDC manually. Both methods are described in this document.

For ESXi SDC servers, it is recommended to install the SDC using the VMware plug-in, or you can install it manually. Both methods are described in this document.

For all other cases and customization options, use the procedures described in the EMC ScaleIO Deployment Guide.

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The EMC-supplied hardware configurations satisfy all of the hardware requirements.

Before deploying ScaleIO on ESX servers:

ScaleIO installation enables unlimited use of the product, in non-production environments. To obtain a license for production use, and to receive technical support, open a service ticket with EMC Online Support at https://support.emc.com.

ScaleIO deployment steps:

  1. Prepare the Linux environment.
  2. Start the Linux deployment. For Linux and Windows SDC servers, this may include installing SDCs.
  3. Monitor the deployment.
  4. For ESX servers, register the vSphere plug-in and install and configure the SDCs.
  5. Manually install and configure SDCs (if you have not done so yet).
  6. Post-deployment:
    • Enable storage.
    • Run the GUI.
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Preparing the Linux environment

Prepare the Linux environment before deploying ScaleIO.

Before you begin

Ensure that all ScaleIO components and the ScaleIO Gateway server meet the system requirements.

This step prepares the Gateway (GW) server. The Gateway includes the Installation Manager (IM), which is used to deploy the system in the next steps. The GW server can be a Windows or Linux server.

Procedure

  1. Download and extract the following files for this version:
    • ScaleIO Gateway for Linux (or Windows) Download
    • ScaleIO GUI for Windows Download
    • ScaleIO <Operating System> Download (for example, ScaleIO 2.0 RHEL7 Download)
  2. Create the Gateway server by running the following command (all on one line), where new_GW_admin_password is a password that you define to access the IM:
    GATEWAY_ADMIN_PASSWORD=<new_GW_admin_password> rpm -U /tmp/ EMC-ScaleIO-gateway-2.0-14000.X.x86_64.rpm --nodeps
    The GW server is ready.
  3. Log in to the GW server by typing the following URL in your browser: https://<GW_Server_IP_Address>, where GW_Server_IP_Address is the IP address of the server where you installed the GW package.
    Use the default username, admin, and the password you created in the previous step.
  4. Accept the certificate warning; alternatively, install your own certificate for the Tomcat server.
    The Installation Manager Welcome screen appears.
    Note Image
    If the Welcome screen does not appear, see the Troubleshooting section in the EMC ScaleIO Deployment Guide.

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Start the Linux deployment

Use the Installation Manager (IM) to start the Linux deployment.

Procedure

  1. From the Packages tab, upload the ScaleIO installation packages.
  2. Click Proceed to install.
  3. Enter the ScaleIO Backend nodes’ information in a CSV topology file.
    In 2-layer configuration, the Linux servers will form the MDM cluster, and each of those servers will also be SDS.
    The following example shows a sample CSV topology file, only those columns with values in them:
    Note Image
    When specifying the Linux SDS devices, use persistent device names. You can find these names by running the command: # ls -l /dev/disk/by-id/ *.

  4. Add SDCs:
    Server OS Perform one of the following
    Linux or Windows
    ESXi
    The CSV is complete.
  5. Upload the installation CSV file.
  6. In the Review Installation Configuration window, enter the required passwords and other optional information.
  7. Click Start Installation.
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CSV topology file for 2-layer deployment

When deploying SDC nodes on a Linux or Windows server in a 2-layer environment, add SDC rows to the CSV that only contain the values listed in this table.

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Monitoring the deployment

Monitor and advance the ScaleIO deployment.

The deployment wizard performs the following phases: query, upload, install, and configure. You must monitor and approve moving from one phase to the next.

Procedure

  1. Click the Monitor tab.
    The Install-query screen appears:
    When each step completes, a message appears that describes the step progress:
  2. When the query phase is complete, click Start upload phase.

    The Install - upload screen appears, displaying which ScaleIO packages are being uploaded to each server, and the status of each command.

  3. When the previous phase is complete, click Start install phase.

    The Install - install screen appears, displaying the status of the installation commands.

  4. When the previous phase is complete, click Start configure phase.

    The Install - configure screen appears, displaying the status of the configuration commands.

  5. When the Completed Install Operation message appears, click Mark operation completed.

Results

The wizard installation creates one Protection Domain and one Storage Pool, both with default names, and used for creating volumes from devices.

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Registering the VMware plug-in

This topic describes how to register the ScaleIO VMware plug-in.

Procedure

  1. Prepare the files:
    1. From the EMC Online Support site (https://support.emc.com), download and extract the ScaleIOVMware Software Download for this version.
    2. From the extracted files, copy the following file to your designated host: EMC-ScaleIO-vSphere-plugin-installer-2.0-14000.X.zip
    3. Extract the contents of the zip file.
  2. With PowerCLI for VMware, set to Run as administrator, run the following script:
    ScaleIOPluginSetup-2.0-14000.X.ps1
    1. Enter vCenter name or IP address, user name, and password.
    2. For Choose Mode, choose option 1, Register ScaleIO plug-in.
    3. Read the upgrade notice, and enter y to continue.
    4. For Registration, choose either Standard (simplified, using embedded Tomcat), or Advanced (to use an external web server or previously installed ScaleIO gateway).
      To use the advanced options, refer to the ScaleIO Deployment Guide.
    5. Accept the thumbprint (if required).
  3. Load the plug-in by logging out, and then logging back in to the vSphere web client.
  4. Return to the PowerCLI window, and press ENTER to return to the script menu and complete the plug-in installation.
  5. Go to the Home tab and verify that the ScaleIO icon is visible in the Inventories section.
    The plug-in is registered. If the ScaleIO icon is missing, the vSphere web client server failed to register the plug-in, due to one of the following reasons:
    • Connectivity problem between the vSphere web client server and the web server storing the plug-in (for example, network / firewall etc.). Resolution: Verify that there is communication between the vSphere web client server and the web server storing the plug-in.
    • URL problem when using an external web server. Resolution: Verify that the URL is https:// and is pointing to the correct web server IP address (ScaleIO Gateway).
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Installing SDC on ESX with vSphere plug-in

Use the ScaleIO vSphere plug-in to install the SDC on ESX servers and deploy a ScaleIO system.

Procedure

  1. Prepare the ESX hosts:
    1. Log in to the vSphere web client.
    2. Open the ScaleIO screen by clicking the EMC SIO icon.
    3. From the Basic Tasks section of the ScaleIO screen, click Pre-Deployment Actions.
      The Pre-Deployment Actions screen appears.
    4. Drill-down on the vCenter to display connected ESX hosts.
    5. For every ESX host that might be part of this ScaleIO system (even if only in the future):
      1. Select Install SDC.
      2. To configure DirectPath (optional), select Configure DirectPath. (This step selects the Install SDC, too.)
      3. Do not select Convert ISO. This feature is in preparation for a future release of ScaleIO Ready Node.
      4. Type ESX Root Password.
    6. Click Run.
      The status appears in the dialog.
    7. When finished, click Finish.
    8. You must restart the ESX hosts before proceeding.
  2. Register the system:
    1. From the VMware plug-in ScaleIO screen, click Register ScaleIO system.
    2. Enter the credentials of the system.
    3. Click OK.
  3. Deploy ScaleIO:
    1. From the ScaleIO screen, click Deploy ScaleIO environment.
      The ScaleIO deployment wizard is displayed.
    2. In the Select Installation screen, select Add servers to a registered ScaleIO system, and select the system that you want to extend.
    3. Continue with the deployment steps, adding the new SDC nodes.
      You can skip steps that do not need to be changed. When adding components, the wizard adjusts the displayed screens to options that are relevant to the current ScaleIO system.
  4. Complete the deployment.
    For further details, see the ScaleIO Deployment Guide.

After you finish

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Install and configure the SDC manually

Install and configure SDC nodes manually.

Perform the OS-specific instructions for your environment.

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Installing SDC on an ESX server and connecting it to ScaleIO

Install the SDC with the appropriate parameters to connect it to an existing ScaleIO system.

Before you begin

Ensure that you have:

The following procedure describes installing an external SDC on an ESX server using the esxcli. Alternatively, you can install the external SDC using the vSphere plug-in. For more information, see "Installing the SDC on ESX hosts" in the ScaleIO Deployment Guide.

Procedure

  1. On the ESX on which you are installing the SDC, set the acceptance level:
    esxcli --server=<SERVER_NAME> software acceptance set --level=PartnerSupported
    where <SERVER_NAME> is the ESX on which you are installing the SDC.
  2. Install the SDC:
    esxcli software vib update –d “Full Path”
  3. Set the IP address of the MDM:
    esxcli system module parameters set -m scini -p "IoctlIniGuidStr=<XXXXXX> IoctlMdmIPStr=<LIST_VIP_MDM_IPS>"
    where
    • <LIST_VIP_MDM_IPS> is a comma-separated list of the MDM IP addresses or the virtual IP address of the MDM
    • <XXXXXX> is the version

Results

The SDC is installed on the ESX server and is connected to the ScaleIO system.

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Installing SDC on a Linux server and connecting it to ScaleIO

Install the SDC with the appropriate parameters to connect it to an existing ScaleIO system.

Before you begin

Ensure that you have:

The following procedure describes manually installing an external SDC on a Linux server. Alternatively, you can install the external SDC using the Installation Manager. For more information, see "Extending an existing ScaleIO system" in the ScaleIO Deployment Guide.

Procedure

  1. Install the SDC:
    MDM_IP=<LIST_VIP_MDM_IPS> rpm -i <SDC_PATH>.rpm
    where
    • <LIST_VIP_MDM_IPS> is a comma-separated list of the MDM IP addresses or the virtual IP address of the MDM
    • <SDC_PATH> is the path where the SDC installation package is located

Results

The SDC is installed on the Linux server and is connected to the ScaleIO system.

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Installing SDC on a Windows server and connecting it to ScaleIO

Install the SDC with the appropriate parameters to connect it to an existing ScaleIO system.

Before you begin

Ensure that you have:

The following procedure describes manually installing an external SDC on a Windows server. Alternatively, you can install the external SDC using the Installation Manager. For more information, see "Extending an existing ScaleIO system" in the ScaleIO Deployment Guide.

Procedure

  1. On the Windows server on which you are installing the SDC, run:
    msiexec /i <SDC_PATH>.msi MDM_IP=<LIST_VIP_MDM_IPS>
    where
    • <SDC_PATH> is the path where the SDC installation package is located
    • <LIST_VIP_MDM_IPS> is a comma-separated list of the MDM IP addresses or the virtual IP address of the MDM

Results

The SDC is installed on the Windows server and is connected to the ScaleIO system.

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Enabling storage

This section describes how to use the plug-in to create and map volumes. You can map volumes to SDCs in the same step, or you can map volumes after it has been created.

Volumes are created from devices in a Storage Pool. The steps described here can be performed from the ScaleIO GUI Frontend tab, too.

Procedure

  1. From the Storage Pool screen, click Actions > Create volume.
    The Create Volume dialog appears.
  2. Enter the following information:
    • Volume name
    • Number of volumes to create
    • Volume size
    • Volume provisioning
    • Use RAM Read Cache
  3. To map the volumes to ESXs, perform the following:
    1. Select Map volume to ESXs.
    2. In the Select ESXs area, select the clusters or ESXs to which this volume should be mapped.
  4. Click OK.
  5. Enter the password for the ScaleIO admin user.

Results

The volume creating and mapping results are displayed.

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Installing and opening the ScaleIO GUI

You can open the GUI after it is installed on your workstation.

Perform the instructions in the following topics to install and open the ScaleIO GUI.

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Install the ScaleIO GUI

You can install the ScaleIO GUI.

Before you begin

Procedure

  1. Install the GUI:
    EMC-ScaleIO-gui-2.0-14000.X.msi

After you finish

To log in to the GUI, see "Logging in to the ScaleIO GUI."

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Log in to the ScaleIO GUI

Open and log in to the ScaleIO GUI.

Before you begin

Ensure that:

Procedure

  1. Open the GUI by selecting Start > All Programs > ScaleIO GUI.
    The initial login screen is displayed.
  2. Type the IP address or hostname and click Connect.

    If a certificate notice is displayed, review and accept the certificate.

    If a login banner is displayed, confirm it to continue.
  3. In the login screen, type the username and password, and click Login.

Results

The ScaleIO GUI is displayed.

After you finish

Users and passwords are configured with the ScaleIO CLI. For more information, see the "Security" chapter of the ScaleIO User Guide.

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