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 Hosts for Oracle HSM
  • Install the Latest Operating System Updates
  • Tune Solaris System and Driver Parameters for Anticipated File System I/O
  • Enable Oracle HSM Cloud Libraries
    • Install Java Development Kit 7
      • Uninstall Older Versions of Java Development Kit 7
      • Install Java Development Kit 7 Using the Solaris Image Packaging System (IPS)
      • Download and Manually Install Java Development Kit 7 Executables
      • Download and Install Java Development Kit 7 Using SVR4 Packages
    • Enable Cloud Encryption
      • Install Java Cryptography Extensions Unlimited Strength Jurisdiction Policy Files 7
      • Configure Oracle HSM Metadata Server for Use with Oracle Key Manager (OKM)
      • Configure the Oracle HSM Metadata Server for Use with Oracle Key Vault (OKV)
      • Create and Configure an Encryption Keystore File
• Configuring Linux Hosts 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
  • Configure Archival Disk Storage
  • Provide Storage Cloud Resources
    • Use the Oracle Storage Cloud
      • Subscribe to Oracle Storage Cloud Services
      • Gather Oracle Storage Cloud Authentication Information
      • Create Oracle Storage Cloud Service User Accounts for Oracle HSM
    • Use Oracle OpenStack Swift with Another Instance of Oracle HSM
  • Configure 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
  • Configure Solaris Cluster Nodes for Multipath I/O
  • Configure Linux Clients for Multipath I/O
    • Install the Device Mapper Multipath Software Package
    • Configure the Device Mapper Multipath Software

4 Installing Oracle HSM and QFS Software

• Check Installation Requirements
• Download the HSM Installation Package
  • To Download Versions 6.1.3 and Below
  • To Download Versions 6.1.4 and Above
  • Unzip the Download
• Check and Update the Solaris Operating System
• Install Solaris Cluster Software (High-Availability Configurations Only)
• Upgrade Shared Oracle HSM File Systems
  • Upgrade Any Significantly Older Releases of Oracle HSM
  • Carry Out the Rolling Upgrade
• Install, Upgrade, or Downgrade Oracle HSM on an Oracle Solaris Host
  • 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 a Linux Host
• 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
  • Configure a General-Purpose ms File System
  • Configure a High-Performance ma File System
  • Create a Mount Point for the New QFS File System
  • Add the New QFS File System to the Solaris Virtual File System Table
• Configuring Oracle HSM Archiving File Systems
  • Configure Archival Storage Devices and Media
    • Configure Oracle HSM Hosts to Use Disk Volumes
    • Configure Oracle HSM Hosts to Use Storage Cloud Libraries
      • Create a Storage Cloud Account Password File
      • Create a Cloud Library Parameter File
    • Configuring Cloud Storage Encryption
      • Create a Cloud Encryption Password File
      • Add Encryption Parameters to the Cloud Library Parameter File
  • Configure Network-Attached Robotic Libraries, Removable Media, 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
    • Customize the recycler.sh Script to Handle Recycled Media Per Requirements
  • 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 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

8 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 Metadata Servers for Use with a Shared File System
      • 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 a Shared File System
      • 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 an Oracle HSM Unshared File System that Uses POSIX-Style ACLs
      • Convert an Oracle HSM Shared File 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

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-HSM, 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 Server Nodes and on Clients Outside the 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 Cluster Node
    • Exclude QFS Data Devices from Cluster Control
      • Disable Fencing of 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 Cluster 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 Server
  • Configure Hosts Outside the HA-COTC Cluster as QFS Shared File System Clients
• High-Availability Oracle HSM Shared Archiving File Systems
  • Configure Oracle HSM Network Communications
    • Create a Global Hosts File on Both HA-HSM Cluster Nodes
    • Create a Local Hosts File on Each of the HA-HSM Cluster Nodes
  • Configure Metadata Servers and Create QFS File Systems for the HA-HSM Solution
    • Create the QFS File System on the HA-HSM Primary Cluster Node
    • Create the HA-HSM QFS File System the Secondary Cluster Node
  • Configure Failover for the Oracle HSM File Systems and Software
    • Create the HA-HSM Cluster Resource Group
    • Create a High-Availability Local File System for Software Configuration Files
    • Move Oracle HSM Configuration Files to the High-Availability Local File System
    • Configure Failover for 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-HSM Solution
  • Bring the HA-HSM Resource Group Online and Test the Configuration
• High-Availability QFS Shared File Systems and Oracle RAC
  • Create QFS Hosts Files on All SC-RAC Cluster Nodes
  • Configure the Active QFS Metadata Server on the Primary SC-RAC Cluster Node
    • Configure a Primary SC-RAC Cluster Node to Use Hardware RAID Storage
    • Configure the Primary SC-RAC Cluster Node to Use 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
  • Configure a Potential QFS Metadata Server on the Remaining SC-RAC Cluster Nodes
  • Configure Failover of the SC-RAC Metadata Servers
• Sharing HA-HSM or HA-QFS Configurations with HA-NFS or HA-SAMBA
  • Configure HA-NFS
    • Configure Highly Available Local Storage for the HA-NFS Data Service
    • Install and Configure the HA-NFS Data Service
  • Configure HA-SAMBA
    • Configure Highly Available Local Storage for HA-SAMBA
    • Install the HA-SAMBA Data Service and Carry Out Initial Configuration
    • Configure SAMBA Services
      • Configure the smbd and nmbd Services
      • Configure the winbindd Service
      • Define HA-SAMBA Resource Dependencies
      • Enable the HA-SAMBA Resources

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 an Oracle HSM Shared File System
  • minallocsz and maxallocsz: Tuning Allocation Sizes
  • rdlease, wrlease, and aplease: Using Leases in an 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 and Parameters

• Archiving
  • The archiver.cmd File
  • Archiving Directives
    • Archiving Directive: archivemeta
      • Syntax
      • Description
      • Scope
      • Recommendations
    • Archiving Directive: archive-set-name path
      • Syntax
      • Description
      • Scope
      • Options
      • Recommendations
      • Examples
    • Archiving Directive: archive-set-name.copy-number media-specification
      • Syntax
      • Scope
      • Examples
    • Archiving Directive: archmax
      • Syntax
      • Description
      • Scope
      • Recommendations
    • Archiving Directive: bufsize
      • Syntax
      • Description
      • Scope
      • Recommendations
    • Archiving Directive: copy-number
      • Syntax
      • Description
      • Scope
      • Options
      • Examples
    • Archiving Directive: copy-number[archive-age]
      • Syntax
      • Description
      • Scope
      • Recommendations
      • Example
    • Archiving Directive: drives
      • Syntax
      • Description
      • Scope
    • Archiving Directive: endparams
      • Syntax
      • Examples
    • Archiving Directive: endvsnpools
      • Syntax
      • Examples
    • Archiving Directive: endvsns
      • Syntax
      • Example
    • Archiving Directive: examine
      • Syntax
      • Description
      • Scope
      • Recommendations
    • Archiving Directive: fs
      • Syntax
      • Description
      • Scope
      • Example
    • Archiving Directive: interval
      • Syntax
      • Description
      • Scope
    • Archiving Directive: logfile
      • Syntax
      • Description
      • Scope
      • Recommendations
    • Archiving Directive: notify
      • Syntax
      • Description
      • Scope
    • Archiving Directive: ovflmin
      • Syntax
      • Description
      • Scope
      • Recommendations
    • Archiving Directive: params
      • Syntax
      • Examples
    • Archiving Directive: scanlist_squash
      • Syntax
      • Description
      • Scope
      • Recommendations
    • Archiving Directive: setarchdone
      • Syntax
      • Description
      • Scope
      • Recommendations
    • Archiving Directive: vsn-pool-name media-type volume-specification
      • Syntax
      • Scope
      • Examples
    • Archiving Directive: vsnpools
      • Syntax
      • Examples
    • Archiving Directive: vsns
      • Syntax
      • Example
    • Archiving Directive: wait
      • Syntax
      • Description
      • Scope
      • Recommendations
  • Copy Parameters
    • Copy Parameter: archive-set-name[.copy-number] [options]
      • Syntax
      • Description
      • Options
      • Recommendations
• Staging
  • The stager.cmd File
  • Staging Directives
    • Staging Directive: drives
      • Syntax
      • Description
      • Recommendations
      • Examples
    • Staging Directive: bufsize
      • Syntax
      • Description
      • Recommendations
    • Staging Directive: logfile
      • Syntax
      • Description
      • Log Fields
      • Examples
    • Staging Directive: maxactive
      • Syntax
      • Description
      • Examples
    • Staging Directive: copysel
      • Syntax
      • Description
      • Example
• Adjusting the Preview Queue
  • The preview.cmd file
  • Preview Queue Directives
    • Preview Queue Directive: age_priority
      • Syntax
      • Description
      • Scope
      • Example
    • Preview Queue Directive: hlwm_priority
      • Syntax
      • Description
      • Scope
      • Example
    • Preview Queue Directive: hwm_priority
      • Syntax
      • Description
      • Scope
      • Example
    • Preview Queue Directive: lhwm_priority
      • Syntax
      • Description
      • Scope
      • Example
    • Preview Queue Directive: lwm_priority
      • Syntax
      • Description
      • Scope
      • Example
    • Preview Queue Directive: vsn_priority
      • Syntax
      • Description
      • Scope
      • Example

D OpenStack Swift on Oracle HSM File Systems

• Study Relevant OpenStack and Operating System Documentation
  • Prepare Hosts, Storage, and Oracle HSM File Systems
• Configure the OpenStack Controller/Proxy Server Node
• Configure Oracle HSM Clients as OpenStack Swift Object Storage Nodes
• Configure the OpenStack Swift Rings for Use With Oracle HSM
• Start the OpenStack Swift Object Storage Services
• Back Up the OpenStack Configuration

E Examples

F Product Accessibility Features

Glossary