Contents

Title and Copyright Information

Preface

• Documentation Accessibility
• Prerequisites for Using this Document
• Conventions
• Available Documentation

1 Deploying Oracle HSM Solutions

• QFS File Systems
  • QFS Defaults and I/O Performance-Tuning Objectives
  • Disk Allocation Units and Logical Device Types
  • File Allocation Methods
    • Striped Allocation
    • Round-Robin Allocation
  • Storage Allocation and Integrated Volume Management
  • File System Types
    • General-Purpose ms File Systems
    • High-Performance ma File Systems
• Oracle HSM Archiving File Systems
  • Archiving
  • Staging
  • Releasing
  • Recycling

2 Configuring Host Systems

• Configuring Oracle Solaris for Oracle HSM
  • Install the Latest Operating System Updates
  • Tune Solaris System and Driver Parameters for Anticipated File System I/O
• Configuring Linux for Oracle HSM Clients
  • Disable Incompatible Operating System Features
  • Install Required Kernel Development and Utility Packages

3 Configuring Storage Hosts and Devices

• Configuring Primary Storage
  • Configure Devices for the Primary Cache
• Configuring Archival Storage
  • Zone SAN-attached Devices
  • Configuring Archival Disk Storage
  • Configuring Archival Tape Storage
    • Determine the Order in Which Drives are Installed in the Library
      • Gather Drive Information for the Library and the Solaris Host
      • Map the Drives in a Direct-Attached Library to Solaris Device Names
      • Map the Drives in an ACSLS-Attached Library to Solaris Device Names
    • Configure Direct-Attached Libraries
    • Create a Path-Oriented Alias for the sgen Driver
• Configuring Storage for High-Availability File Systems

4 Installing Oracle HSM and QFS Software

• Obtaining Software
  • Check Installation Requirements
  • Download Software Installation Packages
• Installing Solaris Cluster Software (High-Availability Configurations Only)
• Upgrading Shared Oracle HSM File Systems
  • Upgrade Any Significantly Older Releases of Oracle HSM
  • Carry Out the Rolling Upgrade
• Installing, Upgrading, or Downgrading Oracle HSM Software on Hosts
  • Install, Upgrade, or Downgrade Oracle HSM Software on Oracle Solaris Hosts
    • Prepare the Host for Software Changes
    • Locate the Packages for Your Host Architecture
    • Install the Software Using the Image Packaging System (IPS)
    • Upgrade or Downgrade the Software Using the Image Packaging System (IPS)
    • Install the Software Using SVR4 pkgrm and pkgadd Commands
    • Upgrade or Downgrade the Software Using SVR4 pkgrm and pkgadd Commands
  • Install or Update Oracle HSM Client Software on Linux Hosts
• Uninstalling Oracle HSM Software
  • Uninstall Oracle HSM on a Solaris Host
  • Uninstall the Oracle HSM Client on a Linux Host

5 Using the samsetup Configuration Wizard

6 Configuring the Basic File System

• Configuring QFS File Systems
  • Prepare Disk Storage for a QFS File System
  • Configure a General-Purpose ms File System
  • Configure a High-Performance ma File System
• Configuring Oracle HSM Archiving File Systems
  • Prepare Disk Storage for Archival Copies
  • Prepare Removable Media Libraries and Drives
    • Configure an Oracle StorageTek ACSLS Network-Attached Automated Library
    • Configure Labeling Behavior for Barcoded Removable Media
    • Set Drive Timing Values
  • Configure the Archiving File System
  • Mount the Archiving File System
  • Configure the Archiving Process
  • Configuring the Recycling Process
    • Configure Recycling by Archive Set
    • Configure Recycling by Library
  • Catalog Archival Media Stored in a Network-Attached Tape Library
  • Configure File System Protection
    • Create Locations for Storing Recovery Point Files and Copies of the Archiver Log
    • Automatically Create Recovery Points and Save Archiver Logs
  • Configure Archival Media Validation
    • Configure Oracle HSM to Support Data Integrity Validation (DIV)
    • Configure Oracle HSM Periodic Media Verification
• Enabling Support for Write Once Read Many (WORM) Files
  • Enable the WORM Support on an Oracle HSM File System
• Enabling Support for the Linear Tape File System (LTFS)
• Beyond the Basics

7 Accessing File Systems from Multiple Hosts

• Accessing File Systems from Multiple Hosts Using Oracle HSM Software
  • Configuring an Oracle HSM Single-Writer, Multiple-Reader File System
    • Create the File System on the Writer
    • Configure the Readers
  • Configuring an Oracle HSM Shared File System
    • Configuring a File System Metadata Server for Sharing
      • Create a Hosts File on Active and Potential Metadata Servers
      • Create the Shared File System on the Active Server
      • Mount the Shared File System on the Active Server
    • Configuring File System Clients for Sharing
      • Create the Shared File System on the Solaris Clients
      • Mount the Shared File System on the Solaris Clients
      • Create the Shared File System on the Linux Clients
      • Mount the Shared File System on the Linux Clients
      • Use Local Hosts Files to Route Network Communications
    • Configuring Archival Storage for a Shared File System
      • Connect Tape Drives to Server and Datamover Hosts Using Persistent Bindings
      • Configure the Hosts of the Archiving File System to Use the Archival Storage
      • Distribute Tape I/O Across the Hosts of the Shared Archiving File System
• Accessing File Systems from Multiple Hosts Using NFS and SMB/CIFS
  • Sharing Oracle HSM File Systems Using NFS
    • Disable Delegation Before Using NFS 4 to Share an Oracle HSM Shared File System
    • Configure NFS Servers and Clients to Share WORM Files and Directories
    • Configure the NFS Server on the Oracle HSM Host
    • Share the Oracle HSM File System as an NFS Share
    • Mount the NFS-Shared Oracle HSM File System on the NFS Clients
  • Sharing Oracle HSM File Systems Using SMB/CIFS
    • Review Oracle Solaris SMB Configuration and Administration Documentation
    • Explicitly Map Windows Identities for the SMB Server (Optional)
    • Configure Oracle HSM File Systems for Sharing With SMB/CIFS
      • Convert a Oracle HSM Unshared File System that Uses POSIX-Style ACLs
      • Convert a Oracle HSM File Shared System that Uses POSIX-Style ACLs
    • Configure the SMB Server for Windows Active Directory Domains or Workgroups
      • Configure the SMB Server in Domain Mode
      • Configure the SMB Server in Workgroup Mode
    • Share the Oracle HSM File System as an SMB/CIFS Share

8 Configuring SAM-Remote

• Make Sure that All SAM-Remote Hosts Use the Same Software
• Stop Oracle HSM Processes
• Configure the SAM-Remote Server
  • Define the Remotely Shared Archiving Equipment in the SAM-Remote Server's mcf File
  • Create the samremote Server Configuration File
• Configure the SAM-Remote Clients
  • Define the Remote Archiving Equipment in the SAM-Remote Client's MCF File
  • Create the SAM-Remote Client Configuration File
  • Configure the archiver.cmd file on the SAM-Remote Client
• Validate the Archiving Configuration on the SAM-Remote Server
• Validate the Archiving Configuration on Each SAM-Remote Client
• Configuring Recycling for SAM-Remote
  • Configure Recycling on the SAM-Remote Server
  • Configure Recycling on the SAM-Remote Client

9 Preparing High-Availability Solutions

• Understanding the Supported High-Availability Configurations
  • HA-QFS, a High-Availability QFS Unshared, Standalone File-System Configuration
  • HA-COTC, a QFS Shared File System with High-Availability Metadata Servers
  • HA-SAM, a High-Availability, Archiving, QFS Shared File-System Configuration
  • SC-RAC, a High-Availability QFS Shared File-System Configuration for Oracle RAC
• High-Availability QFS Unshared File Systems
  • Create Unshared QFS File Systems on Both Cluster Nodes
  • Configure the High-Availability QFS File System
• High-Availability QFS Shared File Systems, Clients Outside the Cluster
  • Create a QFS Shared File System Hosts File on Both HA-COTC Cluster Nodes
  • Create Local Hosts Files on the QFS Servers and Clients Outside the HA-COTC Cluster
  • Configure an Active QFS Metadata Server on the Primary HA-COTC Cluster Node
    • Create a High-Performance QFS File System on the Primary HA-COTC Node
    • Exclude Data Devices from Cluster Control
      • Disable Fencing for QFS Data Devices in the HA-COTC Cluster
      • Place Shared Data Devices in a Local-Only Device Group on the HA-COTC Cluster
    • Mount the QFS File System on the Primary HA-COTC Node
  • Configure a Potential QFS Metadata Server on the Secondary HA-COTC Cluster Node
    • Create a High-Performance QFS File System on the Secondary HA-COTC Node
    • Mount the QFS File System on the Secondary HA-COTC Node
  • Configure Failover of the HA-COTC Metadata Servers
  • Configure Hosts Outside the HA-COTC Cluster as QFS Shared File System Clients
• High-Availability Oracle HSM Shared Archiving File Systems
  • Create a Global Hosts File on Both HA-SAM Cluster Nodes
  • Create Local Hosts Files on Both HA-SAM Cluster Nodes
  • Configure an Active QFS Metadata Server on the Primary HA-SAM Cluster Node
  • Configure a Potential QFS Metadata Server on the Secondary HA-SAM Cluster Node
  • Create the HA-SAM Cluster Resource Group
  • Configure a High-Availability Local File System for Oracle HSM Configuration Files
  • Relocate Oracle HSM Configuration Files to the High-Availability Local File System
  • Configure the HA-SAM Cluster to Use the High-Availability Local File System
  • Configure Failover of the QFS File-System Metadata Server
  • Configure Failover of the Oracle Hierarchical Storage Manager Application
  • Define the Cluster Resource Dependencies for the HA-SAM Solution
  • Bring the HA-SAM Resource Group Online and Test the Configuration
• High-Availability QFS Shared File Systems and Oracle RAC
  • Create a QFS Shared File System Hosts File on All SC-RAC Cluster Nodes
  • Configure an Active QFS Metadata Server on the Primary SC-RAC Cluster Node
  • Configure a Potential QFS Metadata Server on the Remaining SC-RAC Cluster Nodes
  • Configure Failover of the SC-RAC Metadata Servers
  • Configure QFS Metadata Servers on SC-RAC Nodes Using Software RAID Storage
    • Install Solaris Volume Manager on Solaris 11+
    • Create Solaris Volume Manager Multi-Owner Disk Groups
    • Create Mirrored Volumes for the QFS Data and Metadata
    • Create a QFS Shared File System on the SC-RAC Cluster Using Mirrored Volumes

10 Configuring the Reporting Database

• Install and Configure the MySQL Server Software
• Create a Database Load File
• Create the Sideband Database
• Mount the Oracle HSM File System with Database Support Enabled

11 Configuring Notifications and Logging

• Configuring Simple Network Management Protocol (SNMP)
  • Make Sure that All SNMP Management Stations are Listed in the /etc/hosts file
  • Enable Support for SNMP
  • Designate Management Stations as Trap Recipients and Configure Authentication
  • Disable Support for SNMP
• Enabling Oracle HSM Logging
  • Enable Oracle HSM Application Logging
• Configuring Device Logging
  • Enable the Device Log in the defaults.conf File
• Configuring Log Rotation
  • Set Up Automatic Rotation for Oracle HSM Log Files
• Enabling Email Alerts

12 Tuning I/O Characteristics for Special Needs

• Optimize Paged I/O for Larger Data Transfers
• Enable Switching Between Paged and Direct I/O
• Configure the File System to Use Direct I/O Exclusively
• Increase the Directory Name Lookup Cache Size

13 Backing Up the Oracle HSM Configuration

• Create a Backup Location for Your Oracle HSM Configuration
• Run samexplorer and Safely Store the Report
• Manually Backup the Oracle HSM Configuration

A Glossary of Equipment Types

• Recommended Equipment and Media Types
• Other Equipment and Media Types

B Mount Options in a Shared File System

• Shared File System Mount Options
  • bg: Mounting in the Background
  • retry: Reattempting a File System Mount
  • shared: Declaring a Oracle HSM Shared File System
  • minallocsz and maxallocsz: Tuning Allocation Sizes
  • rdlease, wrlease, and aplease: Using Leases in a Oracle HSM Shared File System
  • mh_write: Enabling Multiple Host Reads and Writes
  • min_pool: Setting the Minimum Number of Concurrent Threads
  • meta_timeo: Retaining Cached Attributes
  • stripe: Specifying Striped Allocation
  • sync_meta: Specifying the Frequency With Which Metadata Is Written
  • worm_capable and def_retention: Enabling WORM Functionality

C Configuration Directives for Archiving

• Archiving Directives
  • Global Archiving Directives
    • archivemeta: Controlling Whether Metadata Is Archived
    • archmax: Controlling the Size of Archive Files
    • bufsize: Setting the Archiver Buffer Size
    • drives: Controlling the Number of Drives Used for Archiving
    • examine: Controlling Archive Scans
    • interval: Specifying an Archive Interval
    • logfile: Specifying an Archiver Log File
    • notify: Renaming the Event Notification Script
    • ovflmin: Controlling Volume Overflow
    • scanlist_squash: Controlling Scanlist Consolidation
    • setarchdone: Controlling the Setting of the archdone Flag
    • wait: Delaying Archiver Startup
  • File System Directives
    • fs: Specifying a File System
    • copy-number [archive-age]: Specifying Multiple Copies of File System Metadata
    • interval, logfile, scanlist as File System Directives
  • archive-set-name: the Archive Set Assignment Directive
    • Archive Copy Directives
  • Copy Parameters
  • Volume Serial Number (VSN) Pools Directives
  • Volume Serial Number (VSN) Association Directives
• Staging Directives
  • The stager.cmd File
    • drives: Specifying the Number of Drives for Staging
    • bufsize: Setting the Stage Buffer Size
    • logfile: Specifying a Staging Log File
    • maxactive: Specifying the Number of Stage Requests
    • copysel: Specifying the Copy Selection Order During Staging
• Preview Request Directives
  • Global Directives
    • vsn_priority: Adjusting Volume Priorities
    • age_priority: Adjusting Priorities for Time Spent Waiting in the Queue
  • Global and/or File System-Specific Directives
    • hwm_priority: Adjusting Priorities When the Disk Cache is Nearly Full
    • lwm_priority: Adjusting Priorities When the Disk Cache is Nearly Empty
    • lhwm_priority: Adjusting Priorities as the Disk Cache Fills
    • hlwm_priority: Adjusting Priorities as the Disk Cache Empties
  • Sample preview.cmd File

D Examples

E Product Accessibility Features

Glossary