Aureum 4.0 Installation Guide - Peaxy · PDF fileIntroduction | 6 How Aureum Works Peaxy designed Aureum for flexibility, accessibility, scalability and ease of use. Here's how it

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Aureum 40 Installation Guide

IG4016053101

Contents | 3

Contents

Introduction 5How Aureum Works 6

Install Aureum 9Resource Requirements10Aureum Configuration Settings 11Port Requirements and Firewall Settings12Prepare Aureum Installation Resources (Linux) 12Prepare Aureum Installation Resources (Windows) 14Install the Software15Continue the Installation16Create an Admin Account17Import an Aureum License18Provide Aureum Information18Add Resources 19Create a Default Storage Class20Define Outgoing Mail Settings 21Create a Client Registration User22Configure Security 22Connect22

Linux Client-Aureum Registration23Security Levels 23Create an Export 23Install a Linux-based Aureum Client 24Windows Configuration26

POSIX Compliance29Information and Resources 31

Introduction

In this section

bull How Aureum Works

Peaxyreg Aureumtrade installs on your own off-the-shelf hardware tocreate aggregate Peaxy ldquonodesrdquo The Peaxy software uses thesededicated nodes to create Aureum a highly extendable dataaccess and management platform that is managed as a single entitywithin a single namespace

The result is a system with unique capabilities and nodes basedon namespace and data space stores The namespace spans allAureum nodes Aureum responds to changing requirements usinguser-defined variables such as storage class use and data policies

ReliabilityAureum can replicate data so that a single loss does not disruptaccess Built-in redundancy with or without RAID ensures thataccess to your data is uninterrupted The Aureum platform lets youdefine a replication factor for each storage class A storage classis a group of like disks or servers that have the same attributesreplication and performance Choose to have up to four copiesmaintained in parallel Optimize performance redundancy andcost factors in classes of storage within your single namespace

AccessibilityThe unified namespace and a single management IP address(called the Aureum IP address) makes data accessible fromanywhere Because the namespace is unified it doesnt matterwhere on Aureum that data resides Data is easily accessed withoutknowing where the data is stored Even if data is moved to anotherlocation within Aureum the pathname doesnt change Regardlessof changes in networks computers data locations or other factorsAureum gives you one container one access path forever

ScalabilityAdd resources easily without any down time requirementAdding resources adds capacity and performance When you addresources both the additional capacity and the CPU power becomepart of Aureum

Introduction | 6

How Aureum WorksPeaxy designed Aureum for flexibility accessibility scalability and ease of use Heres how it works

Aureum sits on top of your own industry-standard hardware resources Based on your Aureumconfiguration the Peaxy software creates a number of Peaxy-specific nodes to use when building thesystem Peaxy nodes cannot be used for any other purpose This makes expansion as easy as addingnew resources (servers) to an existing environment

You dont need to manually create the individual nodes Peaxy software creates the container layerbased on the way you configure Aureum

Resources that are included in Aureum but not used immediately become spares which are availableon an as-needed basis This allows all Aureum software components to recover from most failurescenarios without manual intervention as long as there are enough spare resources to allow self-healing It also allows you to expand the capacity of a storage class

The following terms explain the abstraction and components of the Aureum architecture

bull Aureum A Peaxy storage and data access facility that manages all of its components within asingle namespace allowing total data access without bottlenecks

bull Hyperserver Either a namespace server or a data space server that manages between one andfour Aureum node members The Aureum namespace enables single disk IO access and allowsthe entire namespace to be persistently contained in RAM for better performance although thenamespace also resides on disk Subsequent directory lookups are done without touching the diskThe Aureum architecture accelerates file access by an order of magnitudeNamespace Hyperserver

A namespace hyperserver contains the path name and system metadata Namespacehyperservers run the namespace service (NS) The namespace is partitioned across allhyperserver members Each namespace hyperserver within Aureum contains a portion of thenamespace information

Data Space HyperserverA data space hyperserver contains actual user data Data space hyperservers run the dataservice (DS) All of the data in Aureum is distributed across all of the data hyperserversconfigured for data use under the rules of the data policy and assigned storage class withbetween zero and three copies stored

bull Hypervisor A hypervisor manages multiple nodes on one host In most cases the termshypervisor server and host are interchangeable Note however that a hypervisor is not the sameas a hyperserver

bull Analytics Service The analytics service (AS) manages the system analytics providing a clear wayunderstand how Aureum is managing data The analytics service is the force behind the analysisviews The analytics service is managed by the analytics node

bull Search Service The search service provides advanced search capabilities and powers Peaxy Findmaking it possible to find data across Aureum Searches are performed using a search query onan index or alias (group of indexes) that administrators create The search service is based onApache Lucene project Solr and SolrCloud SolrCloud provides the ability to set up a cluster ofSolr servers that combines fault tolerance and high availability enabling distributed indexing andsearch Administrators configure servers to support either data access or the search service duringinstallation

bull Storage Class The storage class is the abstraction that specifies performance redundancy andavailability characteristics of all the data hyperservers of the class User-defined data placementpolicies govern the data stored on each storage class

bull Data Class Data classes provide a way to perform storage management and access control basedon a directory structure This allows you to manage your storage based on a logical structure suchas teams and projects complementing the hardware-oriented resource management capabilitiesoffered by storage classes

bull Data Policy The data policies you create provide Aureum with the instructions about where data isstored as well as when and how data will be moved

bull Node Peaxy virtualization node created in containers Peaxy software creates the entire filesystem from virtual constructs Nodes that are members of a hyperserver store copies of the same

Introduction | 7

data or metadata Aureum sets the number of copies during the initial configuration and based onthe attributes of the storage class Aureum creates these nodes solely for its own use

bull Aureum Management Service Aureum management service (AMS) allows you to create and useAureum from physical resources

Overview of Aureum Building BlocksEach part of the Aureum architecture builds on the next To build an Aureum system

1 Rack and cable any physical servers and ensure the resources are accessible on the network2 Provision your resources and configure your physical storage Hardware provisioning is the task of

Admin users and cannot be delegated3 Install the Peaxy software Installation is described in the this guide

The Aureum manager (AMS) uses the configuration settings you define when Aureum creates thenodes It groups them into the appropriate types of hyperservers Aureum uses your configurationsettings to determine the optimal ratio of namespace hyperservers to data space hyperservers

4 Create storage classes and ingest policies for your environment

All of the resourced hyperservers aggregate and become a fully functioning Aureum systemconnected to your network

5 Create data classes to manage storage and access control based on the logical organization ofyour teams and projects

6 Begin ingesting data into Aureum

After the basic setup is complete you can add storage classes and data policies as well as optionalreplication partners When planned correctly these let you automate most data management andadministrative tasks

Aureum provides the Peaxy Management Tool (PMT) a powerful and intuitive browser-based UI formanagement Access data through a Linux-based client or a Windows domain share Peaxy providesseveral roles and allows the creation of others to ensure that the right access level is granted to usersand groups

Install Aureum

In this section

bull Resource Requirementsbull Aureum Configuration Settingsbull Port Requirements and

Firewall Settingsbull Prepare Aureum Installation

Resources (Linux)bull Prepare Aureum Installation

Resources (Windows)bull Install the Softwarebull Continue the Installationbull Create an Admin Accountbull Import an Aureum Licensebull Provide Aureum Informationbull Add Resourcesbull Create a Default Storage

Classbull Define Outgoing Mail Settingsbull Create a Client Registration

Userbull Configure Securitybull Connect

Make sure you have sufficient resources for the Aureum system youare creating After the hardware is racked and accessible to thenetwork use the Aureum manager to create the system

Install Aureum | 10

Resource RequirementsThe requirements for the hardware are minimal and depend on the Aureum configuration you define

The software installation image is self-contained and does not have outside software requirements

Minimum Hardware Requirementsbull Three or more servers compatible with Red Hat Enterprise Linux version 7 64-bit 1

bull Each server should have a minimum of 24 GB RAM and one core per physical device (diskLUN)bull One or more 1 or 10 Gigabit Ethernet connectionsbull One 2 GB USB stick per serverbull One available USB port on each server

Important If you are planning replication you can replicate across only same-sized drives Forexample replication must be between multiple 1 TB drives or between multiple 2 TB drivesand so on

Aureum SolrCloudCompute Node Requirementsbull 4 or more CPU coresbull 64 GB RAMbull 1 TB local storage

Aureum FUSE Client RequirementsAureum clients may be run on either physical or virtual machines and can use either 1 Gigabit or 10Gigabit Ethernet connections

Additionally the client requires

bull 1 or more CPU coresbull 2 GB RAMbull Red Hat Enterprise Linux version 5 6 or 7 64-bit or CentOS 5 6 or 7 64-bit or laterbull FUSE (the Linux File System in User Space)

Aureum Windows Client RequirementsAureum clients may be run on either physical or virtual machines and can use either 1 Gigabit or 10Gigabit Ethernet connections

Additionally the client requires

bull 1 or more CPU coresbull 2 GB RAMbull a supported operating system

2008 SP2 x86 and 64-bit

2008 R2 64-bit

2012 64-bit

Windows Server

2012 R2 64-bit

Vista x86 and 64-bit

Windows 7 x86 and 64-bit

Windows 8 x86 and 64-bit

Windows

Windows 81 x86 and 64-bit

1 The complete list of compatible hardware is available at httpshardwareredhatcom

Install Aureum | 11

Windows 10 x86 and 64-bit

Aureum Configuration SettingsConfiguration settings are needed to install and configure Aureum There can be additional optionalsettings

Table 1 General and Network Settings

Item Description Example

Aureum name Names can be up to 14 alphanumeric characters and cancontain dashes (-) and underscores (_)

Aureum_One

Aureum IPaddress

This is a floating IP address that is used for communicationto and from Aureum Communication can be donethrough the Aureum IP address Peaxy recommendsthat organizations create a DNS entry for Aureum that ismapped to the IP address allowing you to refer to Aureumby a more meaningful name

10213119

IP addresses A list of IP addresses or one or more ranges of IPaddresses that the configuration wizard can use to assignIP addresses to discovered hypervisors If you includemultiple ranges the Aureum manager will use all availableIP addresses in the first range before moving to thesecond

151145011715114520 - 94

Gateway Aureum needs to be assigned a default gateway addressThe gateway is used by each hypervisor and node thatcomprises Aureum

1721601

Subnet mask All hypervisors making up Aureum must reside in the samesubnet This is defined by the subnet mask

25525500

DNS domainsuffix

Working with the DNS server the domain suffix identifiesthe server within a smaller network (like a computer lab)

peaxynet

DNS server list A list of up to three DNS servers to use 55219208672222228888

Time zone The time zone to use (UTC-800) Pacific

NTP server The IP address of the network time protocol (NTP)server that Aureum should use to coordinate time acrossthe entire namespace even if the servers within thenamespace are in disparate locations This can be criticalwhen Aureum needs to compare timestamps

0poolntporg1poolntporg

Averageexpected file size

The selection here is used by the system to determine themost efficient ratio of namespace hyperservers to datahyperservers

bull Small files (less than 1MB)bull Medium files (less than 20MB)bull Large files (greater than 20MB)bull A mixture of file sizes

Large files (greaterthan 20MB)

Replication factor The number of replicas created for data when the filesare assigned to a particular storage class Setting thereplication factor to 2 indicates that the original and one

2

Install Aureum | 12

Item Description Exampleadditional replica of the data are saved providing higheravailability Valid options are 2 3 and 4

Use the appropriate replication factor for each storageclass to implement the best level of protection for criticaldata and to limit wasted consumption for sandboxes andother nonessential data For data that is not critical or forsandboxes you can choose a lower replication factor Usea high replication factor for data that is critical or accessedoften

Table 2 Emailer Settings

Item Description Example

Email server The name of the email server This is usually an SMTPserver

smtpgmailcom

Server port By default port 587 is used Only change this if corporateor security requirements demand it

587

Email serveraccount

Enter a valid email account Aureum uses this account tosend email notifications and replacement passwords

memycompanycom

Password The password that is associated with the valid emailaccount

Send from Only change this if your SMTP server allows it and yourcorporate requirements demand it Normally only serversusing TLS require this entry

memycompanycom

Port Requirements and Firewall SettingsBecause Aureum uses the network for traffic specific ports must be available

The following table describes the ports that must be open for Aureum traffic and client connections

Port Type Used for

53 DNS DNS

443 TCP Encrypted traffic

514 UDP Log Server

3033 TCP Statistic collection

8001 TCP Analytics server

8080 HTTP Windows client

8443 TCP Encrypted traffic

10011 UDP LinuxFUSE client

Prepare Aureum Installation Resources (Linux)The software is installed on each server resource that will become part of Aureum Aureum ishardware agnostic but there must be adequate resources to complete the installation Each serveruses a USB stick to install the software

Make sure that you have the required basic resources described in Resource Requirements Downloadthe software files from wwwpeaxynetsupport A login is required

Install Aureum | 13

1 Download the software installation files

bull Release-ltreleasenumbergtimg is the image to be copied to a USB stick that will initializethe hardware

bull Release-ltreleasenumbergtmd5 is the checksum file that validates the validity of the imagebull samsp-ltreleasenumbergtzip is a compressed file that contains the utilities to move the

image to the USB stick and for the initial configuration of Aureumbull The Aureum client file

bull hfclient-fuse-ltreleasenumbergttargz - the Aureum Linux client installation file2 From a command prompt on your workstation uncompress the installation files Type

sudo unzip samsp-ltreleasenumbergtzip -d tmp

3 As root launch the image copier Double click img-copiersh and click Run on the dialog thatappears

4 Browse to the software image you downloaded (the img file) and select this file

5 Type a label for the USB sticks

The label is used to identify the system during the initial installation and becomes the name of theserver on which it is installed If you use the same label on different sticks the software will add anumeric suffix when creating the host name for example HOST-01 HOST-02 and so on Labelscannot exceed 16 charactersYou can provide a different label for each USB stick but to do so you must copy the image file toeach stick individually

6 Insert the USB sticks into a port on your workstation or a hub connected to your workstation andthen click REFRESH to make them visible to the image copier tool Select the sticks you want fromthose displayed in the destination drives list The USB stick must be at least 2 GB

7 Leave Verify copy operation enabled Peaxy strongly recommends that you do not skip this step

Install Aureum | 14

Depending on the speed on the USB sticks it can take several minutes to complete theverification

8 Enable hypervisor protection if requiredEnable hypervisor protection if the underlying storage consists of non-redundant JBOD (acollection of hard disks that have not been configured to act as a RAID) This creates a softwareRAID 5 configuration for the container store used by AureumYou can disable hypervisor protection if you have a hardware RAID under the disk volumes Thisallows Aureum to use a higher-performing RAID 0 configuration instead

9 Click START10After the copy is complete click EXIT and remove the USB sticks from the workstation or USB hub

The USB stick now contains a bootable image of the Aureum installation software

Prepare Aureum Installation Resources (Windows)The software is installed on each server resource that will become part of Aureum Aureum ishardware agnostic but there must be adequate resources to complete the installation Each serveruses a USB stick to install the software

You must have administrator permissions to install the Aureum software

Your workstation must be running the Java Runtime Environment (JRE) 17 or higher installed in orderto run the image copier

Make sure that you have the required basic resources described in Resource Requirements Downloadthe software files from wwwpeaxynetsupport A login is required

1 Download the software installation files

bull Release-ltreleasenumbergtimg is the image to be copied to a USB stick that will initializethe hardware

bull Release-ltreleasenumbergtmd5 is the checksum file that validates the validity of the imagebull samsp-ltreleasenumbergtzip is a compressed file that contains the utilities to move the

image to the USB stick and for the initial configuration of Aureumbull The Aureum client file

bull hfclient-fuse-ltreleasenumbergttargz - the Aureum Linux client installation file2 On your Windows workstation move to the location of the zip file and unzip the file using any

uncompression program3 Move to the location of the uncompressed file and double-click the executable to start the

installation4 With administrator privileges launch the image copier Double-click img-copierbat

Install Aureum | 15

If the image copier does not launch properly you might need to add javaw to your path Refer toyour Windows Operating System help for instructions

5 Browse to the software image you downloaded (the img file) and select this file then click Run6 Type a label for the USB sticks

The label is used to identify the system during the initial installation and becomes the name of theserver on which it is installed If you use the same label on different USB sticks the software willadd a numeric suffix when creating the host name for example HOST-01 HOST-02 and so onLabels cannot exceed 16 charactersYou can provide a different label for each USB stick but to do so you must copy the image file toeach stick individually

7 Insert the USB sticks into a port on your workstation or a hub connected to your workstation andthen click REFRESH to make them visible to the image copier tool Select the sticks you want fromthose displayed in the destination drives list The USB stick must be at least 2 GB

8 Leave Verify copy operation enabled Peaxy strongly recommends that you do not skip this stepDepending on the speed on the USB sticks it can take several minutes to complete theverification

9 Enable hypervisor protection if requiredEnable hypervisor protection if the underlying storage consists of non-redundant JBOD (acollection of hard disks that have not been configured to act as a RAID) This creates a softwareRAID 5 configuration for the container store used by AureumYou can disable hypervisor protection if you have a hardware RAID under the disk volumes Thisallows Aureum to use a higher-performing RAID 0 configuration instead

10Click START11After the copy is complete click EXIT and remove the USB sticks from the workstation or USB hub

The USB stick now contains a bootable image of the installation software

Install the SoftwareThe installation software on the USB stick installs the Peaxy software and lets you create Aureum

1 Insert one prepared USB stick into each server Servers must have a console attached or beaccessible via an IPMI management tool

Install Aureum | 16

2 Apply power to the servers either individually or with a few seconds in between to complete the

next steps

Note If you have already configured your server to boot from USB skip steps 3 4 and 5

3 Enter the server BIOS and instruct the server to boot from the USB stickThe method used to enter the BIOS depends on the server

4 Ensure that the virtualization setting is enabled in the BIOS5 Save the BIOS changes and reboot the server from the USB stick

After the server has booted from the USB stick and launched the installation software you will seea message at the bottom of the screen telling you that the server is being prepared for installationThis boot process has placed the servers in a discoverable state this plays a role in the nextphase of the installation process

Continue the InstallationAfter the servers have been prepared and the software has been installed begin the configuration

1 On your workstation disable the firewall

On Red Hat Enterprise LinuxCentOS 7 systems use the following commands

systemctl stop firewalld

systemctl disable firewalld

On other Linux-based operating systems use the following commands

service iptables stop

service ip6tables stop

chkconfig ip6tables off only include this command if you want to permanently turn thefirewall off

chkconfig iptables off only include this command if you want to permanently turn thefirewall off

2 On your workstation disable SElinuxYou can check the status of SElinux with sestatus The result should appear as SELinuxstatus disabledIf you do not see disabled

1 Edit etcselinuxconfig and set the SELINUX variable to disabled2 Reboot your client workstation

3 On the workstation launch the Aureum installation management tool Type

sudo tmpsamsp-400ltversiongtsamspsh

Install Aureum | 17

You should see something similar to the following

Launching Management Server Platform version 400rootOpen your browser and enter the URL httpslocalhost to continueDo not terminate samsp it is required to complete cluster configurationYou can view tmpsamsp-40010872logmsplog for detailed progress activity

Important Do not terminate samsp because it is needed to complete clusterconfiguration

4 Open a browser and type

httpslocalhost If you are running the browser on the same workstation running the stand alone MSP orhttpsltip addressgt IP address of the workstation running the standalone MSP

This launches the Peaxy Management Tool If prompted accept the self-signed Peaxy certificate

After the initial setup is complete the IP address changes in the browser address bar This isexpected and correct behavior Now the installation portion of the AMS exits and the integratedAureum manager becomes active

In the next step the Aureum manager guides you through the initial configuration process

Create an Admin AccountThe first step in configuring a new Aureum system is to supply the details for the Admin account Afterthe installation process is complete and Aureum is up and running the Admin account is used to loginto the Aureum web UI (PMT) to perform additional administration tasks such as creating other useraccounts and a client registration password

Important The Admin account has access to critical areas of Aureum Ensure that the Adminaccount is secure

1 Type an email address for the accountThe AMS verifies that the email address is formatted correctly but does not check the validity ofthe email address itself This is the email address to which emails are sent

Note When setting the outgoing mailer settings the use of a customized email addressis highly dependent on the mail server While it might be possible to use a custom emailSEND FROM address many mail servers (such as Gmail) do not allow sending email usinganything other than the registered user account name

2 Type a user name for the accountThe user name must be between 3 and 32 characters and can contain letters numbers dots ()and at signs ()

3 Type a password to be associated with the user name in the previous stepPasswords are case sensitive and should be secure Best practice shows that you should changepasswords regularly

4 Confirm the password by retyping the password exactly as you entered it aboveWhen all of the fields are complete and have the correct format the SUBMIT button turns fromgray to blue

5 Click SUBMIT

The user account information is now created and stored

Important Set up the outgoing emailer settings as soon as possible after completinginstallation of Aureum If you forget or lose your password Aureum cannot send you a newone until the outgoing email is configured

Install Aureum | 18

The next step is to import the Aureum license

Import an Aureum LicenseImporting the license for an Aureum instance activates the Peaxy software License types are assignedto the Admin account that you created at the beginning of the installation

Before you create an Aureum system make sure that you have received your license from Peaxy andthat the license details are correct

Each time you create an Aureum instance you must import a license

1 Select the license to import or drag it onto the files areaThe license is a bdl file that contains all of the files needed to install the license

2 Click IMPORT3 The system installs the license and continues to the next step

Provide Aureum InformationDefining a few basic configuration items is the first step in setting up Aureum

During the first steps of the initial configuration you provide the basic information needed to createAureum its components and the namespace details

1 Enter the Network settingsa) Enter the gateway addressb) Enter the subnet maskc) Enter the primary DNS domain suffix and up to three DNS server addresses

DNS servers must be entered as IP addresses Each DNS server is on a separate line2 Enter the General settings

a) Enter a name for this Aureum instanceNames can be up to 14 characters and can contain letters numbers dashes and underscores

b) Optional Enter a location for the Aureum system for example ldquodatacenterrdquo or ldquoPhoenixofficerdquo

c) Enter the Aureum IP addressd) Optional Enter up to three NTP servers

Including an NTP server ensures that the time stamp for Aureum is always correcte) Select the time zone to use from the drop-down menu

This ensures that all nodes in Aureum use the same time zone3 Define the Namespace settings

Install Aureum | 19

a) Select the average file size that you expect Aureum to containYour expected average file size selection is used by Aureum to determine the most efficientdistribution of hyperservers Aureum uses the selection you make here to determine theestimated ratio of namespace hyperservers to data hyperservers

b) Set the default namespace replication factor from 2 to 4The namespace replication factor is the number of replicas that Aureum creates for thenamespace

4 Click CONTINUE

Add resources to Aureum You can also click CANCEL to cancel the installation

Add ResourcesResources refer to the physical servers that will make up Aureum These can be any commodity serversuch as a 1U or 2U server with any number and size of disks These resources are used to build thenamespace and data hyperservers that form the heart of a running Aureum system

Note After a resource has been added Aureum claims the complete resource Unusedportions of a resource are designated as spares and are used in case of a failure or expansion

1 The system locates all physical servers that have been booted using USB sticks and are currently indiscovery stateYou will see a list of the servers available for inclusion Use the filter to narrow your search by servername

2 Select the servers to add to Aureum

Servers scheduled for selection have a check mark to the left Select the box beside SERVER NAMEto select all servers in the list

3 Enter the required number of IP addresses or an IP range The number of IP addresses neededappears above the IP ADDRESSES entry box

The system determines the number of IP addresses needed to ensure that all Aureum componentscan communicate receiving requests and returning responses Addresses can be individual IPaddresses (xxxxxxxxxxxx) an IP address range (xxxxxxxxx - xxx) or an IP address with a wildcard(xxxxxxxxx) Separate the IP addresses with a space comma or newline

Install Aureum | 20

Aureum only supports IPv4 (the dotted quad format) For example

192168100419216810015-2019216873

4 Define the roles of the serversClick the ROLES column entry for a server and configure the servers to support either data accessor search (SolrCloud) While it is possible to configure a server to support both data access andsearch this setting is not recommended for a production deployment

Note Aureum 40 supports SolrCloud clusters with one or three nodes Aureum 40 doesnot support SolrCloud clusters with either two nodes or more than three nodes

5 Define the bonding for the network port cardsYou should see the same speed for all of the network interfaces (NICs) on this server Use the list ofall NICs that are bonded with the interfaces on this server to form your decision Inactive NICs arenoted as sucha) Click the ETHERNET column entry for the server whose bonding to configure

If the column text is red some interfaces are not bonded to the server If the text is blue allavailable interfaces are bonded

b) Place a check mark next to all of the interfaces to bond to this server Remove the check markfor those interfaces you do not want included in the bond

6 Optional Toggle the server beacon on or offBeacon signals guide you to the server in question This is often used when troubleshooting tolocate a specific server in a large group of servers

7 Click CONTINUEWait for the installation wizard to verify that the IP addresses you entered are valid and can beused The system assigns the IP addresses and sets the state to Pending

8 Click START INSTALLATIONThe button changes from START INSTALLATION to INSTALLATION IN PROGRESS The systemassigns the resources to Aureum and determines the necessary number of dedicated nodesneeded for the configuration The progress is displayed but you can also use the Log link to followindividual progress If some of the servers are not yet ready wait a few moments and retry

The installation process will take some time typically 10 to 20 minutes When complete the IPaddress in the browser will switch from the local IP of your workstation to the Aureum IP addressthat was entered earlier This signals the transition from the AMS you launched earlier (samsp) to theintegrated PMT that is now running on Aureum

The next step is to create a default storage class

Create a Default Storage ClassA storage class groups and manages data hyperservers with similar replication factors capabilitiesand performance configuration

You must configure at least one storage class to use as the default during the initial Aureumconfiguration You can create more storage classes at any time as long as you have the resourcesnecessary

1 You are presented with the create Initial Storage Class option2 Enter the required information to create the storage class

a) Type a name for the storage classClass names can be up to 14 text characters

b) Define the performance levelPerformance levels based on throughput and seek time Select the paired setting that is best foryour expected usage For the widest option select ldquoAnyrdquo

c) Set the replication factor

Install Aureum | 21

Remember all hyperservers assigned to this storage class will use these settings

Note You must include at least the same number of resources to create the specifiedreplication factor For example you cannot have a replication factor of three in anAureum system with only two servers

Because each replication requires some amount of storage the replication factor selectedaffects the amount of total storage available

Tip The Aureum data space is partitioned through all the data-capable hyperserversEach hyperserver can be configured to offer a specified replication factor This lets youstore vital data with high redundancy while more transient data can skip replication inorder to optimize storage and performance costs

d) Optional Enable flexible space allocationEnabling flexible storage space allows the members of the storage class to consume thecapacity needed When more storage space is needed more is allocated automaticallyregardless of the initial allocation Peaxy recommends this option for general use Some casesmight have different needs

e) Optional To make this the default storage class select YESAll data that does not meet the conditions in a specific data policy will be stored on the defaultstorage class (See data policies in the Aureum Administrator Guide)

3 Click CREATE STORAGE CLASS4 To complete the initial installation and configuration click FINALIZE AUREUM then click YES to

confirm the configuration is correct

Important After you click FINALIZE you must wait for the health indicator on the Aureumcard or list turn green before using Aureum

The Aureum installation is complete and the PMT shows the main Aureum window To configureadditional Aureum storage classes and data policies and to understand how to monitor Aureum seethe Aureum Administrator Guide

Define Outgoing Mail SettingsIn order for Aureum to send email notifications and provide lost password recovery you must tellAureum how to send email alerts

Important Configure outgoing email settings as soon as reasonably possible If you lose orforget your password Aureum cannot send reset instructions until you configure the emailsettings

1 Select EMAILER CONFIG from the SETUP WIZARD pane or from the Navigation menu select EMAILER

2 Type the email (SMTP) server to use when sending the emailThe email server must be accessible from Aureum

Install Aureum | 22

3 By default the system uses port 587 This is usually the right setting Only change the EMAILSERVER PORT if your organizations SMTP server requires it

4 Enter a valid user account and password that Aureum will use to send email from this server5 Optional SEND FROM is required only if your email server requires Transport Layer Security (TLS)

If this is the case type the SEND FROM email addressGenerally the recommended SEND FROM address is a working system administrator account

6 Click SAVE

Create a Client Registration UserThe Aureum client registration user and password allow client authentication at mount time

This allows you to create a custom account for authenticating client mounts

1 Click REGISTRATION2 Type a name for the user This will be the username that is authorized to type in the registration

password when an Aureum client is installed3 Type the client registration password This password is used to register the Aureum client for

authentication at mount time4 Click SAVE

Configure SecurityDefine define the level of security for client communication

1 Click SECURITY LEVEL2 Slide the controller to the level of security your data will use

3 Click ACCEPT

ConnectAn Aureum client mounts Aureum and allows access to folders and files Peaxy provides clientsoftware for Linux users and allows Windows users to access Aureum through a Windows share

The Linux-based client uses a FUSE component to remotely access Aureum services Almost all Linuxinstallations include FUSE so you should not need to do anything extra

The Aureum client has a small footprint A very limited set of memory and CPU cycles are needed toperform the client functions Also the Aureum client can be used concurrently with other clients forNFS and other network file systems

When you install the client the client drivers are added to the default system directories To accessthese directories use the mount command (more commonly known as mapping a drive in Windows)to mount the client to the directory

Install Aureum | 23

Mounting a client to an Aureum directory loads all the data structures necessary for the client tointeract with Aureum As the structures change Aureum updates them In order for a client to accessAureum all that is necessary is that the client know the IP address or URL to which the client willconnect and the client-Aureum registration password

Also available is the ability to join a Windows domain and create domain-authenticated users who canaccess different areas of Aureum

Linux Client-Aureum RegistrationThe minimum security level for Aureum is the authenticated mount To ensure that unauthorized usersdont gain access to data Peaxy provides an authenticated mount between Aureum Linux clients andAureum using certificates and registration

Note The process described in this section applies to Linux clients Windows domains userswith credentials from an Active Directory access Aureum through a Windows share

Security is always an important part of any system that provides data access especially when theaccess spans many users and locations Peaxy provides a registration process where the clientand server exchange certificates which are used to authenticate subsequent connections Theregistration provides a mutual authentication method between the client and Aureum allowing theclient access Only authenticated clients are allowed to mount Aureum Other clients cannot use thesame authentication as part of the certificate registration Aureum generates a client key pair that isunique to each client-Aureum connection

How It WorksThe AMS requires a dynamic registration at the initial mount time As part of the registration Aureumgenerates a key pair unique to each client This key pair is persistent so you do not need to re-register the client each time you mount Aureum

This initial registration is required the first time the client mounts Aureum and requires a specialregistration password that is unique to Aureum This password is entered by the Aureum administratorat the workstation on which the client is installed Subsequent client mounts use the client certificateissued during registration

Security LevelsAureum offers varying levels of security

The security level is visible on the Aureum card or list and is indicated in the SECURITY section by thenumber of total locks that are green Gray locks indicate how many additional security levels you canselect For example if there are four total locks and three are green your current security level is 3Message Integrity

bull Data Confidentiality all data in and out of Aureum is verified and encryptedbull Message Integrity message authentication codes verify message integritybull Kerberos Authentication use the Kerberos authentication protocol as the mechanism for

authentication between a client and a server or between one server and another serverbull Authenticated Mount use X509 certificates to mutually authenticate and validate all Aureum

clients and hyperservers in Aureum

Create an ExportCreate an export to allow Linux clients to mount and access Aureum

1 From the Navigation menu select SECURITY gt EXPORTS2 Type the export name3 In the EXPORT CONTENT IN field choose the data class to export

The IN DIRECTORY field automatically populates with the path specified by the chosen data classYou can extend this path but you cannot shorten it For example if the data class specifies the

Install Aureum | 24

engineeringsoftware directory you can extend this path to be engineeringsoftwareqa However youcannot shorten the path to be engineering

Note The system root data class specifies the root () directory You can extend this path inany way you choose The path must start with a slash and wildcards are not allowed

4 Optional Include a description to provide more information about the export5 Click CREATE6 To edit or delete an export click the corresponding entry in the list

bull To edit the export make the changes needed in the edit panel and click SAVE CHANGESbull To delete an export click the corresponding trash can icon ( ) and confirm the deletion

Install a Linux-based Aureum ClientYou install the Aureum client on physical hardware or on a workstation in the cloud Use the client tomount and access Aureum directories

Before installing the client make sure that your system meets the minimum requirements describedin the Requirements section of this document

Note Aureum uses FUSE in Direct IO mode for better performance The version of FUSErunning on older versions of CentOS Red Hat Enterprise Linux doesnt support mmap whenFUSE is being used this way This might cause some mmap functions such as ACCESS_WRITEMAP_SHARED and PROT_WRITE to fail You can use the mount flag --disable-direct-io-mode to disable Direct IO mode

If you choose to use Direct IO mmap will be disabled on CentOS56 and 57 since those versionsdont support mmap with direct IO Enabling this option will result in a significant performancedegradation on clients using this option Peaxy strongly recommends that you upgrade to a newerversion of Linux

Ensure FUSE and its dependencies have been installed on each client If it has not been installedinstall FUSE according to the instructions for the package you chose On CentOS for example installthis by typing

sudo yum -y install fusex86_64 fuse-develx86_64 fuse-libsx86_64

The version numbers for your installation may differ

If you have installed a version of the fuseko module that is not the Peaxy-specific version runadditional commands at the end of the installation process This prevents kernel-oops messages fromconsuming all of the space in the varspool directory These messages indicate a benign conditiondue to a Linux FUSE problem

Run the following commands

chkconfig --levels 2345 abrt-oops off service abrt-oops stop

Note The client installation sets the following values automatically

Parameter Value set to

netipv4tcp_tw_recycle 1

netipv4tcp_fin_timeout 2

netcorewmem_max 2097152

netcorermem_max 2097152

netcorewmem_default 2097152

netcorermem_default 2097152

Install Aureum | 25

1 Download the Aureum client file from the support section of the Peaxy website at wwwpeaxynetsupport (login is required)The file is downloaded as a targz package and contains an installer It has a name similar tohfclient-fuse-400ltbuildnumbergttargz

2 Unpack the distribution file by typing the following

tar -zxvf hfclient-fuse-400ltbuildnumbergttargz

You will see something like the following

hfclient-fuse-400hfclient-fuse-400setupshhfclient-fuse-400scriptshfclient-fuse-400scriptsupdatedbshhfclient-fuse-400scriptsc_rehashshhfclient-fuse-400scriptssysctlshhfclient-fuse-400scriptsunregshhfclient-fuse-400scriptsconfshhfclient-fuse-400binhfclient-fuse-400binfusehfCentOS-5xhfclient-fuse-400binfusehfhfclient-fuse-400confhfclient-fuse-400confhfconftgz

3 While logged in as root run setupsh installThe driver files are installed in the default system directories You will see something similar to thefollowing

sudo setupsh install

Installer for Peaxy Aureum Client version 40

Checking package contentsInstalling hf client binariesremoved `optpeaxy-40sbinfusehf`binfusehf -gt `optpeaxy-40sbinfusehfInstallation complete

Mount Aureum

Mount Aureum (Linux)After the client is installed use the mount command to mount Aureum

At a command prompt type

sudo mkdir -p ltmnt_pointgtsudo mount -t fusehf hfltmgmt_ipgt ltmnt_pointgt -o user=ltclient registration usernamegt

where ltmgmt_ipgt is the Aureum IP address for example 172161061 and ltmnt_pointgt is thedirectory that will serve as your local mount point for example mntpeaxy

If you omit -o user=ltclient_user_namegt you would be prompted for the password associatedwith the local admin account to complete the client registration Best practice is to always create aclient registration account and use that password

The first time you mount the client to Aureum you will be prompted for a registration passwordto allow client-Aureum authentication Type the client registration password Otherwise youradministrator must do this for you

Peaxy strongly recommends that you change the password often especially after typing the passwordfor a client registration

If you or your IT administrator have associated a DNS entry with the Aureum IP address you mightwant to use the DNS name as the name for your mount point

Install Aureum | 26

To configure the Aureum client to automatically mount on startup locate the etcfstab file andadd the line

hfltmgmt_ipgt ltmnt_pointgt fusehf defaults 0 0

where ltmgmt_ipgt is the Aureum IP address for example 172161061 and ltmnt_pointgt is the localmount point for example mntpeaxy

Note If you are running CentOS 7 change this line to add the _netdev flag as below

hfltmgmt_ipgt ltmnt_pointgt fusehf defaults_netdev 0 0

You can now use the Aureum client to access Aureum

Unregister a Linux Client from AureumYou can securely unregister an installed FUSE client from the Aureum system that it mounts

Removing the registration renders the client unable to access Aureum If you use the all option youwill need to perform a new registration setup before you can mount Aureum again

Unregistering a client is done by running the unregsh script Use the following procedure tounregister the client

1 On the workstation running the client open a command prompt2 Move to optpeaxybin the location of the script3 Run the script

bull Type sudo unregsh ltAureumgt to unregister the client from a specific Aureum systemReplace ltAureumgt with the Aureum system to unregister

bull Type sudo unregsh all to unregister the client from all Aureum systems on which theclient is registered

Note Peaxy strongly recommends using the all option before you decommission aclient workstation

Windows ConfigurationDomain users with credentials from an Active Directory can access Aureum through a share

After Aureum joins a domain it sets up network shares for chosen directories (including all containedsubdirectories) To domain users these shares look the same as any other folder that is accessible viathe network

Unlike an Aureum client which mounts to the root of the volume a share allows a user to exportsubdirectories for more granular access

Where to Find ItFrom the Navigation menu select SECURITY gt DOMAINS and SECURITY gt SHARES

Join a DomainBefore you can create a share you must join a Windows domain

You can pre-create a machine account in an Active Directory under a specified OU If you choose notto do so Aureum will try to add a computer account to the default location of ldquoComputersrdquo

Important If Aureum is already joined to a domain joining another domain will replace thejoin not add to it Aureum will only be joined to the most recently joined domain

1 From the Navigation menu select SECURITY gt DOMAINS2 Type the complete Windows domain to join for example engexamplecom3 Type the username with access to the domain The user must have the necessary permissions to

join Aureum to the domain4 Type the password associated with the username or access to modify an object in the OU if the

machine account was pre-created

Install Aureum | 27

5 In the NETBIOS NAME field set the Aureum computer account name you wish to be created in theActive Directory If Aureum is using a pre-created machine account in a specific OU then the nameyou specify here must match that name exactly

6 Click JOIN

After the domain has been joined the JOIN button changes to LEAVE To leave the domain clickLEAVE

Create a ShareCreate a share to allow Windows users to connect to Aureum

Before you can create a share you must join the appropriate domain

1 From the Navigation menu select SECURITY gt SHARES2 Type the name of the share3 In the SHARE CONTENT IN field choose the appropriate data class

The IN DIRECTORY field automatically populates with the path specified by the chosen data classYou can extend this path but you cannot shorten it For example if the data class specifies the engineeringsoftware directory you can extend this path to be engineeringsoftwareqa However youcannot shorten the path to be engineering

Note The system root data class specifies the root () directory You can extend this path inany way you choose The path must start with a slash and wildcards are not allowed

4 Optional Include a description to provide more information about the share5 Click CREATE

6 To edit or delete a share click the share to be modified

bull To edit the share make the changes needed in the edit panel and click SAVE CHANGESbull To delete the share click the trash can icon ( ) and confirm the deletion

Mount an Aureum Windows ShareDomain-authenticated users can mount and access Aureum directories using a share

After Aureum has been joined to a domain and the share has been created you can easily mount tothe share

The exact mount process is based on your workstation OS

Install Aureum | 28

If you do not already know it you can determine the mount point from Aureum by navigating to theJOIN DOMAIN page and using one of the listed public IP addresses as the mount point Include theshare name when mounting

Peaxy recommends that you take the list of public IP addresses and enter them into your DNS serverlisted under the Aureum NetBIOS name within the appropriate domain In cases where multipleaddresses are used the DNS server automatically round-robins the returned address This ensure thatclient connection load is distributed across the available nodes

As a Windows example to mount a drive letter to Aureum Type

net use ltdrive_lettergt ltpublic addressgtltshare namegt

where ltdrive_lettergt is the drive letter to assign to Aureum ltpublic_addressgt is the IP address usedto join the domain and ltshare_namegt is the share

You then log into the share using your domain-authenticated username and password For exampleMYDOMAINmyname

After mapping the drive access Aureum through Windows Explorer just like you would any otherdrive

If the share does not appear in the Windows Explorer after a change such as a system reboot occursrefresh the view using the Refresh icon ( ) The share should display correctly

You do not have to assign a share to a drive letter however In Windows Explorer type the public IPaddress and share name into the address bar Provide your username and password

POSIX ComplianceAureum provides a POSIX-compliant interface

Most of the Aureum interfaces are POSIX compliant and adhere to the IEEE standard The following isa list of exceptions to compliance

bull The directory nlink count is not incremented when a subdirectory is addedbull inode retention differs from the POSIX specification because there is no way to retain the original

inode number when a rename entails a move to a different device You can display the datahyperserver extent ID instead of the namespace hyperserver Node ID to the caller in the statfamily of calls This does not change when a file or directory is renamed It does change if the file ismigrated from one data hyperserver to another

bull If two mount points are held to the same Aureum and a file is closed on one Aureum does notremove a fcntl lock for the same file on another This is a variance on the way that NFS worksThe internal locking structures take into account the client ID which varies depending on the clientmount If there are two different mounts to a server Aureum treats them as separate machineswhich NFS does not

bull The file locking call flock() is emulated using POSIX byte range locks (fcntl() ) The POSIXcompliance specification does not cover flock() This implementation mirrors the behavior ofNFS The Aureum behavior is slightly different and varies from the POSIX specification as follows

1 As in NFS you must have write permissions to get a write lock2 As in NFS you cannot place both flock() and fcntl() locks on the same file as these locks

will conflict3 An flock() will not inherit across forks4 The flock() will be durable against other file closes but fcntl() locks will not behave within

the POSIX specification5 As well as being removed by an explicit f_unlock record locks are automatically released

when the process terminates or if it closes any file descriptor referring to a file on which locksare held This means that a process can lose the locks on a file like etcpasswd or etcmtab if a library function opens reads and closes it

Information and ResourcesThe latest news and information can always be found on the Peaxy website

Peaxy provides documents that are designed for different audiences These documents furnish acomprehensive explanation of Aureum and how to use it Additionally information is available fromtooltips Each field has a tooltip that adds explanations and any limitations for the item

The most current and accurate information available was included at the time this document wasprepared However changes may occur after the document is released Always read the ReleaseNotes for the most current information

Aureum Installation GuideA step-by-step guide to installing and configuring Aureum into your network

Aureum Administrator GuideA guide to understanding the Aureum architecture Provides details for planning configuring andmonitoring your implementation

Quickstart SeriesA series of two-page guides providing an abbreviated set of instructions for Aureum tasks Theycan be taken in order or used as reminders for individual tasks

Tech NotesSome technical issues are outside the scope of the regular documentation These are presented asTechnical Notes

Contact Peaxy9 am to 5 pm Pacific Standard Time

Main +1 (408) 441-6500

Support +1 (408) 763-3700

By phone

Support toll free US only +1 (844) 277-3299

General information infopeaxynet

Sales salespeaxynet

Support supportpeaxynet

By email

Documentation feedback feedbackpeaxynet

Online wwwpeaxynetsupport (login required)

Peaxy Inc

2380 Bering Dr

By mail

San Jose CA 95131 USA

LegalPeaxyreg and Aureumtrade are registered trademarks of Peaxy Inc

All other trademarks belong to their respective companies

CopyrightsThis document is copyright copy 2016 Peaxy Inc

Aureum software includes portions of the following

bull Amazon Web Services (AWS) Java SDK httpsawsamazoncomsdk-for-java and httpawsamazoncomapache-2-0

bull Apache License Version 20 January 2004bull BEOPEN PYTHON OPEN SOURCE LICENSE AGREEMENT VERSION 1bull BSD 3bull crc32 routine COPYRIGHT copy 1986 Gary S Brownbull Element Tree used under the Python licensebull Erlang Public License (EPL) a derivative work of the Mozilla Public License Now provided under

the Apache 20 licensebull GoogleAuth httpsgithubcomwstrangeGoogleAuthbull GNU Lesser General Public License Version 3 Copyright copy 2007 Free Software Foundation Inc

and GNU Lesser General Public License Version 21 Copyright copy 1999 Free Software FoundationInc

bull Samba is Free Software licensed under the GNU General Public License httpswwwsambaorgsambadocsGPLhtml the Samba project is a member of the Software Freedom Conservancy

bull JSON-C Copyright (c) 2009-2012 Eric Haszlakiewicz and Copyright (c) 2004-2005 MetaparadigmPte Ltd

bull Kerberos Copyright copy 1985-2009 now under the MIT 2 licensebull libcurl Copyright (c) 1996 - 2015 Daniel Stenbergdanielhaxxsebull lshow used under the GPL licensebull MIT (X11) Copyright copy 2007-2015bull RIAK Creative Commons (httpcreativecommonsorg licensesby30)bull Goldrush Copyright copy 2012 Magnus Klaarbull Meld Under ZPL licensebull NSIS (Nullsoft Scriptable Install System) copy 1999-2013bull OpenSSL License Copyright (c) 1998-2016 The OpenSSL Project and Original SSLeay License

Copyright (c) 1995-1998 Eric Youngbull Protobuf Copyright 2008 Google Inc now under the BSD 3 licensebull Setup Tools (setuptools-06c11) Under ZPL licensebull Sodium crypto library (libsodium) ISC license Copyright (c) 2013-2015 Frank Denisbull Solr the Apache Lucene project Copyright copy 2010 The Apache Software Foundationbull TCL Copyright copy Regents of the University of California Sun Microsystems Inc Scriptics

Corporation and other partiesbull The Apache Lucene project Copyright copy 2010 The Apache Software Foundationbull The Apache Tika project Copyright copy The Apache Software Foundationbull VirtualBox Copyright copy 2007 Oracle Corp as part of the GNU GPL V2 Licensebull YAWS Copyright copy 2006 Claes Wikstrom now under the BSD licensebull Apache zookeeper Under the Apache 2 license

Index | 35

Index

bdl license file 18

img 12

MD5 12

zip 12

A

access directories 24Active Directory 26add

resources 19servers 19

Admin 17administrator 17AMS 12 14 15 16Aureum IP address 11Aureum Manager 6 12 14Aureum name 18Aureum overview 5average file size 18

B

beacon turning on or off 19BIOS 15bonding network interface 19bootable USB 12 14browser 15button color 17

C

capacity 10 19CentOS 10checksum 12client registration 22clients 22configuration 11configure email 21connect 22contact 31create

export 23share 27

create Aureum 15create storage class 20

D

dedicated capacity 20dedicated nodes 5default storage class 20directory access 24discover resources 12 14 19discovery state Aureum nodes 12 14disk space required 10DNS server 11DNS servers 18documentation 31domain-authenticated user

domain 27

domain-authentication 22domain suffix 11download images 14

E

editsecurity level 22

emailer settings 21Ethernet

interface 10switch 10

exportCIFS 23create an export 23

F

files needed 12 14firewall 12flexible capacity 20flock 29FUSE 10

G

gateway 11 18

H

hardware requirements 10how to reach Peaxy 31

I

image copier 12 14import a license 18initial configuration 18inode retention 29install

client 24Linux client 24

introduction 5iptables 16

J

javarequired version 12 14

javaw 14

K

Kerberos 22 22 23

L

legal 33levels of security 23license files 18licenses 18

Index | 36

Linux client install 24localhost 15location 18

M

maintenance agreement 18management IP 15mapping 22mount Aureum 24 27mounting 22 22

N

namespace 18Navigation menu

configuration 11security 22

netBIOS 22NIC 19NTP server 11 18

O

outgoing email 21overview

architecture 6Aureum building blocks 6components 6

P

password 17password limitations 17ports 12POSIX compliance 29primary domain 18primary domain suffix 11

R

RAM requirements 10realms 22reboot 12 14recommended configuration 10Red Hat Enterprise Linux 10replication factor 11 18 20resources

needed 10run setup 16

S

samsp 12 14 16security 22 23security levels

security 22 23select the license 18SElinux 16sestatus 16set performance levels 20settings 11setup 16share

CIFS 27

create a share 27Share 26SMTP 17 21software files 14space needed 10storage class creating default 20subnet mask 11Support hours 31

T

tar ball 24time server 18time zone 11 18

U

USB 15USB stick 10 12 14user account 17

V

virtualization 6 15

W

what youll need 11Windows

domain 26join a domain 26share 27

Windows client 10

Y

yum 24

  • Contents
  • Introduction
    • How Aureum Works
      • Install Aureum
        • Resource Requirements
        • Aureum Configuration Settings
        • Port Requirements and Firewall Settings
        • Prepare Aureum Installation Resources (Linux)
        • Prepare Aureum Installation Resources (Windows)
        • Install the Software
        • Continue the Installation
        • Create an Admin Account
        • Import an Aureum License
        • Provide Aureum Information
        • Add Resources
        • Create a Default Storage Class
        • Define Outgoing Mail Settings
        • Create a Client Registration User
        • Configure Security
        • Connect
          • Linux Client-Aureum Registration
          • Security Levels
          • Create an Export
          • Install a Linux-based Aureum Client
            • Mount Aureum (Linux)
            • Unregister a Linux Client from Aureum
              • Windows Configuration
                • Join a Domain
                • Create a Share
                • Mount an Aureum Windows Share
                  • POSIX Compliance
                  • Information and Resources
                  • Index

    Contents | 3

    Contents

    Introduction 5How Aureum Works 6

    Install Aureum 9Resource Requirements10Aureum Configuration Settings 11Port Requirements and Firewall Settings12Prepare Aureum Installation Resources (Linux) 12Prepare Aureum Installation Resources (Windows) 14Install the Software15Continue the Installation16Create an Admin Account17Import an Aureum License18Provide Aureum Information18Add Resources 19Create a Default Storage Class20Define Outgoing Mail Settings 21Create a Client Registration User22Configure Security 22Connect22

    Linux Client-Aureum Registration23Security Levels 23Create an Export 23Install a Linux-based Aureum Client 24Windows Configuration26

    POSIX Compliance29Information and Resources 31

    Introduction

    In this section

    bull How Aureum Works

    Peaxyreg Aureumtrade installs on your own off-the-shelf hardware tocreate aggregate Peaxy ldquonodesrdquo The Peaxy software uses thesededicated nodes to create Aureum a highly extendable dataaccess and management platform that is managed as a single entitywithin a single namespace

    The result is a system with unique capabilities and nodes basedon namespace and data space stores The namespace spans allAureum nodes Aureum responds to changing requirements usinguser-defined variables such as storage class use and data policies

    ReliabilityAureum can replicate data so that a single loss does not disruptaccess Built-in redundancy with or without RAID ensures thataccess to your data is uninterrupted The Aureum platform lets youdefine a replication factor for each storage class A storage classis a group of like disks or servers that have the same attributesreplication and performance Choose to have up to four copiesmaintained in parallel Optimize performance redundancy andcost factors in classes of storage within your single namespace

    AccessibilityThe unified namespace and a single management IP address(called the Aureum IP address) makes data accessible fromanywhere Because the namespace is unified it doesnt matterwhere on Aureum that data resides Data is easily accessed withoutknowing where the data is stored Even if data is moved to anotherlocation within Aureum the pathname doesnt change Regardlessof changes in networks computers data locations or other factorsAureum gives you one container one access path forever

    ScalabilityAdd resources easily without any down time requirementAdding resources adds capacity and performance When you addresources both the additional capacity and the CPU power becomepart of Aureum

    Introduction | 6

    How Aureum WorksPeaxy designed Aureum for flexibility accessibility scalability and ease of use Heres how it works

    Aureum sits on top of your own industry-standard hardware resources Based on your Aureumconfiguration the Peaxy software creates a number of Peaxy-specific nodes to use when building thesystem Peaxy nodes cannot be used for any other purpose This makes expansion as easy as addingnew resources (servers) to an existing environment

    You dont need to manually create the individual nodes Peaxy software creates the container layerbased on the way you configure Aureum

    Resources that are included in Aureum but not used immediately become spares which are availableon an as-needed basis This allows all Aureum software components to recover from most failurescenarios without manual intervention as long as there are enough spare resources to allow self-healing It also allows you to expand the capacity of a storage class

    The following terms explain the abstraction and components of the Aureum architecture

    bull Aureum A Peaxy storage and data access facility that manages all of its components within asingle namespace allowing total data access without bottlenecks

    bull Hyperserver Either a namespace server or a data space server that manages between one andfour Aureum node members The Aureum namespace enables single disk IO access and allowsthe entire namespace to be persistently contained in RAM for better performance although thenamespace also resides on disk Subsequent directory lookups are done without touching the diskThe Aureum architecture accelerates file access by an order of magnitudeNamespace Hyperserver

    A namespace hyperserver contains the path name and system metadata Namespacehyperservers run the namespace service (NS) The namespace is partitioned across allhyperserver members Each namespace hyperserver within Aureum contains a portion of thenamespace information

    Data Space HyperserverA data space hyperserver contains actual user data Data space hyperservers run the dataservice (DS) All of the data in Aureum is distributed across all of the data hyperserversconfigured for data use under the rules of the data policy and assigned storage class withbetween zero and three copies stored

    bull Hypervisor A hypervisor manages multiple nodes on one host In most cases the termshypervisor server and host are interchangeable Note however that a hypervisor is not the sameas a hyperserver

    bull Analytics Service The analytics service (AS) manages the system analytics providing a clear wayunderstand how Aureum is managing data The analytics service is the force behind the analysisviews The analytics service is managed by the analytics node

    bull Search Service The search service provides advanced search capabilities and powers Peaxy Findmaking it possible to find data across Aureum Searches are performed using a search query onan index or alias (group of indexes) that administrators create The search service is based onApache Lucene project Solr and SolrCloud SolrCloud provides the ability to set up a cluster ofSolr servers that combines fault tolerance and high availability enabling distributed indexing andsearch Administrators configure servers to support either data access or the search service duringinstallation

    bull Storage Class The storage class is the abstraction that specifies performance redundancy andavailability characteristics of all the data hyperservers of the class User-defined data placementpolicies govern the data stored on each storage class

    bull Data Class Data classes provide a way to perform storage management and access control basedon a directory structure This allows you to manage your storage based on a logical structure suchas teams and projects complementing the hardware-oriented resource management capabilitiesoffered by storage classes

    bull Data Policy The data policies you create provide Aureum with the instructions about where data isstored as well as when and how data will be moved

    bull Node Peaxy virtualization node created in containers Peaxy software creates the entire filesystem from virtual constructs Nodes that are members of a hyperserver store copies of the same

    Introduction | 7

    data or metadata Aureum sets the number of copies during the initial configuration and based onthe attributes of the storage class Aureum creates these nodes solely for its own use

    bull Aureum Management Service Aureum management service (AMS) allows you to create and useAureum from physical resources

    Overview of Aureum Building BlocksEach part of the Aureum architecture builds on the next To build an Aureum system

    1 Rack and cable any physical servers and ensure the resources are accessible on the network2 Provision your resources and configure your physical storage Hardware provisioning is the task of

    Admin users and cannot be delegated3 Install the Peaxy software Installation is described in the this guide

    The Aureum manager (AMS) uses the configuration settings you define when Aureum creates thenodes It groups them into the appropriate types of hyperservers Aureum uses your configurationsettings to determine the optimal ratio of namespace hyperservers to data space hyperservers

    4 Create storage classes and ingest policies for your environment

    All of the resourced hyperservers aggregate and become a fully functioning Aureum systemconnected to your network

    5 Create data classes to manage storage and access control based on the logical organization ofyour teams and projects

    6 Begin ingesting data into Aureum

    After the basic setup is complete you can add storage classes and data policies as well as optionalreplication partners When planned correctly these let you automate most data management andadministrative tasks

    Aureum provides the Peaxy Management Tool (PMT) a powerful and intuitive browser-based UI formanagement Access data through a Linux-based client or a Windows domain share Peaxy providesseveral roles and allows the creation of others to ensure that the right access level is granted to usersand groups

    Install Aureum

    In this section

    bull Resource Requirementsbull Aureum Configuration Settingsbull Port Requirements and

    Firewall Settingsbull Prepare Aureum Installation

    Resources (Linux)bull Prepare Aureum Installation

    Resources (Windows)bull Install the Softwarebull Continue the Installationbull Create an Admin Accountbull Import an Aureum Licensebull Provide Aureum Informationbull Add Resourcesbull Create a Default Storage

    Classbull Define Outgoing Mail Settingsbull Create a Client Registration

    Userbull Configure Securitybull Connect

    Make sure you have sufficient resources for the Aureum system youare creating After the hardware is racked and accessible to thenetwork use the Aureum manager to create the system

    Install Aureum | 10

    Resource RequirementsThe requirements for the hardware are minimal and depend on the Aureum configuration you define

    The software installation image is self-contained and does not have outside software requirements

    Minimum Hardware Requirementsbull Three or more servers compatible with Red Hat Enterprise Linux version 7 64-bit 1

    bull Each server should have a minimum of 24 GB RAM and one core per physical device (diskLUN)bull One or more 1 or 10 Gigabit Ethernet connectionsbull One 2 GB USB stick per serverbull One available USB port on each server

    Important If you are planning replication you can replicate across only same-sized drives Forexample replication must be between multiple 1 TB drives or between multiple 2 TB drivesand so on

    Aureum SolrCloudCompute Node Requirementsbull 4 or more CPU coresbull 64 GB RAMbull 1 TB local storage

    Aureum FUSE Client RequirementsAureum clients may be run on either physical or virtual machines and can use either 1 Gigabit or 10Gigabit Ethernet connections

    Additionally the client requires

    bull 1 or more CPU coresbull 2 GB RAMbull Red Hat Enterprise Linux version 5 6 or 7 64-bit or CentOS 5 6 or 7 64-bit or laterbull FUSE (the Linux File System in User Space)

    Aureum Windows Client RequirementsAureum clients may be run on either physical or virtual machines and can use either 1 Gigabit or 10Gigabit Ethernet connections

    Additionally the client requires

    bull 1 or more CPU coresbull 2 GB RAMbull a supported operating system

    2008 SP2 x86 and 64-bit

    2008 R2 64-bit

    2012 64-bit

    Windows Server

    2012 R2 64-bit

    Vista x86 and 64-bit

    Windows 7 x86 and 64-bit

    Windows 8 x86 and 64-bit

    Windows

    Windows 81 x86 and 64-bit

    1 The complete list of compatible hardware is available at httpshardwareredhatcom

    Install Aureum | 11

    Windows 10 x86 and 64-bit

    Aureum Configuration SettingsConfiguration settings are needed to install and configure Aureum There can be additional optionalsettings

    Table 1 General and Network Settings

    Item Description Example

    Aureum name Names can be up to 14 alphanumeric characters and cancontain dashes (-) and underscores (_)

    Aureum_One

    Aureum IPaddress

    This is a floating IP address that is used for communicationto and from Aureum Communication can be donethrough the Aureum IP address Peaxy recommendsthat organizations create a DNS entry for Aureum that ismapped to the IP address allowing you to refer to Aureumby a more meaningful name

    10213119

    IP addresses A list of IP addresses or one or more ranges of IPaddresses that the configuration wizard can use to assignIP addresses to discovered hypervisors If you includemultiple ranges the Aureum manager will use all availableIP addresses in the first range before moving to thesecond

    151145011715114520 - 94

    Gateway Aureum needs to be assigned a default gateway addressThe gateway is used by each hypervisor and node thatcomprises Aureum

    1721601

    Subnet mask All hypervisors making up Aureum must reside in the samesubnet This is defined by the subnet mask

    25525500

    DNS domainsuffix

    Working with the DNS server the domain suffix identifiesthe server within a smaller network (like a computer lab)

    peaxynet

    DNS server list A list of up to three DNS servers to use 55219208672222228888

    Time zone The time zone to use (UTC-800) Pacific

    NTP server The IP address of the network time protocol (NTP)server that Aureum should use to coordinate time acrossthe entire namespace even if the servers within thenamespace are in disparate locations This can be criticalwhen Aureum needs to compare timestamps

    0poolntporg1poolntporg

    Averageexpected file size

    The selection here is used by the system to determine themost efficient ratio of namespace hyperservers to datahyperservers

    bull Small files (less than 1MB)bull Medium files (less than 20MB)bull Large files (greater than 20MB)bull A mixture of file sizes

    Large files (greaterthan 20MB)

    Replication factor The number of replicas created for data when the filesare assigned to a particular storage class Setting thereplication factor to 2 indicates that the original and one

    2

    Install Aureum | 12

    Item Description Exampleadditional replica of the data are saved providing higheravailability Valid options are 2 3 and 4

    Use the appropriate replication factor for each storageclass to implement the best level of protection for criticaldata and to limit wasted consumption for sandboxes andother nonessential data For data that is not critical or forsandboxes you can choose a lower replication factor Usea high replication factor for data that is critical or accessedoften

    Table 2 Emailer Settings

    Item Description Example

    Email server The name of the email server This is usually an SMTPserver

    smtpgmailcom

    Server port By default port 587 is used Only change this if corporateor security requirements demand it

    587

    Email serveraccount

    Enter a valid email account Aureum uses this account tosend email notifications and replacement passwords

    memycompanycom

    Password The password that is associated with the valid emailaccount

    Send from Only change this if your SMTP server allows it and yourcorporate requirements demand it Normally only serversusing TLS require this entry

    memycompanycom

    Port Requirements and Firewall SettingsBecause Aureum uses the network for traffic specific ports must be available

    The following table describes the ports that must be open for Aureum traffic and client connections

    Port Type Used for

    53 DNS DNS

    443 TCP Encrypted traffic

    514 UDP Log Server

    3033 TCP Statistic collection

    8001 TCP Analytics server

    8080 HTTP Windows client

    8443 TCP Encrypted traffic

    10011 UDP LinuxFUSE client

    Prepare Aureum Installation Resources (Linux)The software is installed on each server resource that will become part of Aureum Aureum ishardware agnostic but there must be adequate resources to complete the installation Each serveruses a USB stick to install the software

    Make sure that you have the required basic resources described in Resource Requirements Downloadthe software files from wwwpeaxynetsupport A login is required

    Install Aureum | 13

    1 Download the software installation files

    bull Release-ltreleasenumbergtimg is the image to be copied to a USB stick that will initializethe hardware

    bull Release-ltreleasenumbergtmd5 is the checksum file that validates the validity of the imagebull samsp-ltreleasenumbergtzip is a compressed file that contains the utilities to move the

    image to the USB stick and for the initial configuration of Aureumbull The Aureum client file

    bull hfclient-fuse-ltreleasenumbergttargz - the Aureum Linux client installation file2 From a command prompt on your workstation uncompress the installation files Type

    sudo unzip samsp-ltreleasenumbergtzip -d tmp

    3 As root launch the image copier Double click img-copiersh and click Run on the dialog thatappears

    4 Browse to the software image you downloaded (the img file) and select this file

    5 Type a label for the USB sticks

    The label is used to identify the system during the initial installation and becomes the name of theserver on which it is installed If you use the same label on different sticks the software will add anumeric suffix when creating the host name for example HOST-01 HOST-02 and so on Labelscannot exceed 16 charactersYou can provide a different label for each USB stick but to do so you must copy the image file toeach stick individually

    6 Insert the USB sticks into a port on your workstation or a hub connected to your workstation andthen click REFRESH to make them visible to the image copier tool Select the sticks you want fromthose displayed in the destination drives list The USB stick must be at least 2 GB

    7 Leave Verify copy operation enabled Peaxy strongly recommends that you do not skip this step

    Install Aureum | 14

    Depending on the speed on the USB sticks it can take several minutes to complete theverification

    8 Enable hypervisor protection if requiredEnable hypervisor protection if the underlying storage consists of non-redundant JBOD (acollection of hard disks that have not been configured to act as a RAID) This creates a softwareRAID 5 configuration for the container store used by AureumYou can disable hypervisor protection if you have a hardware RAID under the disk volumes Thisallows Aureum to use a higher-performing RAID 0 configuration instead

    9 Click START10After the copy is complete click EXIT and remove the USB sticks from the workstation or USB hub

    The USB stick now contains a bootable image of the Aureum installation software

    Prepare Aureum Installation Resources (Windows)The software is installed on each server resource that will become part of Aureum Aureum ishardware agnostic but there must be adequate resources to complete the installation Each serveruses a USB stick to install the software

    You must have administrator permissions to install the Aureum software

    Your workstation must be running the Java Runtime Environment (JRE) 17 or higher installed in orderto run the image copier

    Make sure that you have the required basic resources described in Resource Requirements Downloadthe software files from wwwpeaxynetsupport A login is required

    1 Download the software installation files

    bull Release-ltreleasenumbergtimg is the image to be copied to a USB stick that will initializethe hardware

    bull Release-ltreleasenumbergtmd5 is the checksum file that validates the validity of the imagebull samsp-ltreleasenumbergtzip is a compressed file that contains the utilities to move the

    image to the USB stick and for the initial configuration of Aureumbull The Aureum client file

    bull hfclient-fuse-ltreleasenumbergttargz - the Aureum Linux client installation file2 On your Windows workstation move to the location of the zip file and unzip the file using any

    uncompression program3 Move to the location of the uncompressed file and double-click the executable to start the

    installation4 With administrator privileges launch the image copier Double-click img-copierbat

    Install Aureum | 15

    If the image copier does not launch properly you might need to add javaw to your path Refer toyour Windows Operating System help for instructions

    5 Browse to the software image you downloaded (the img file) and select this file then click Run6 Type a label for the USB sticks

    The label is used to identify the system during the initial installation and becomes the name of theserver on which it is installed If you use the same label on different USB sticks the software willadd a numeric suffix when creating the host name for example HOST-01 HOST-02 and so onLabels cannot exceed 16 charactersYou can provide a different label for each USB stick but to do so you must copy the image file toeach stick individually

    7 Insert the USB sticks into a port on your workstation or a hub connected to your workstation andthen click REFRESH to make them visible to the image copier tool Select the sticks you want fromthose displayed in the destination drives list The USB stick must be at least 2 GB

    8 Leave Verify copy operation enabled Peaxy strongly recommends that you do not skip this stepDepending on the speed on the USB sticks it can take several minutes to complete theverification

    9 Enable hypervisor protection if requiredEnable hypervisor protection if the underlying storage consists of non-redundant JBOD (acollection of hard disks that have not been configured to act as a RAID) This creates a softwareRAID 5 configuration for the container store used by AureumYou can disable hypervisor protection if you have a hardware RAID under the disk volumes Thisallows Aureum to use a higher-performing RAID 0 configuration instead

    10Click START11After the copy is complete click EXIT and remove the USB sticks from the workstation or USB hub

    The USB stick now contains a bootable image of the installation software

    Install the SoftwareThe installation software on the USB stick installs the Peaxy software and lets you create Aureum

    1 Insert one prepared USB stick into each server Servers must have a console attached or beaccessible via an IPMI management tool

    Install Aureum | 16

    2 Apply power to the servers either individually or with a few seconds in between to complete the

    next steps

    Note If you have already configured your server to boot from USB skip steps 3 4 and 5

    3 Enter the server BIOS and instruct the server to boot from the USB stickThe method used to enter the BIOS depends on the server

    4 Ensure that the virtualization setting is enabled in the BIOS5 Save the BIOS changes and reboot the server from the USB stick

    After the server has booted from the USB stick and launched the installation software you will seea message at the bottom of the screen telling you that the server is being prepared for installationThis boot process has placed the servers in a discoverable state this plays a role in the nextphase of the installation process

    Continue the InstallationAfter the servers have been prepared and the software has been installed begin the configuration

    1 On your workstation disable the firewall

    On Red Hat Enterprise LinuxCentOS 7 systems use the following commands

    systemctl stop firewalld

    systemctl disable firewalld

    On other Linux-based operating systems use the following commands

    service iptables stop

    service ip6tables stop

    chkconfig ip6tables off only include this command if you want to permanently turn thefirewall off

    chkconfig iptables off only include this command if you want to permanently turn thefirewall off

    2 On your workstation disable SElinuxYou can check the status of SElinux with sestatus The result should appear as SELinuxstatus disabledIf you do not see disabled

    1 Edit etcselinuxconfig and set the SELINUX variable to disabled2 Reboot your client workstation

    3 On the workstation launch the Aureum installation management tool Type

    sudo tmpsamsp-400ltversiongtsamspsh

    Install Aureum | 17

    You should see something similar to the following

    Launching Management Server Platform version 400rootOpen your browser and enter the URL httpslocalhost to continueDo not terminate samsp it is required to complete cluster configurationYou can view tmpsamsp-40010872logmsplog for detailed progress activity

    Important Do not terminate samsp because it is needed to complete clusterconfiguration

    4 Open a browser and type

    httpslocalhost If you are running the browser on the same workstation running the stand alone MSP orhttpsltip addressgt IP address of the workstation running the standalone MSP

    This launches the Peaxy Management Tool If prompted accept the self-signed Peaxy certificate

    After the initial setup is complete the IP address changes in the browser address bar This isexpected and correct behavior Now the installation portion of the AMS exits and the integratedAureum manager becomes active

    In the next step the Aureum manager guides you through the initial configuration process

    Create an Admin AccountThe first step in configuring a new Aureum system is to supply the details for the Admin account Afterthe installation process is complete and Aureum is up and running the Admin account is used to loginto the Aureum web UI (PMT) to perform additional administration tasks such as creating other useraccounts and a client registration password

    Important The Admin account has access to critical areas of Aureum Ensure that the Adminaccount is secure

    1 Type an email address for the accountThe AMS verifies that the email address is formatted correctly but does not check the validity ofthe email address itself This is the email address to which emails are sent

    Note When setting the outgoing mailer settings the use of a customized email addressis highly dependent on the mail server While it might be possible to use a custom emailSEND FROM address many mail servers (such as Gmail) do not allow sending email usinganything other than the registered user account name

    2 Type a user name for the accountThe user name must be between 3 and 32 characters and can contain letters numbers dots ()and at signs ()

    3 Type a password to be associated with the user name in the previous stepPasswords are case sensitive and should be secure Best practice shows that you should changepasswords regularly

    4 Confirm the password by retyping the password exactly as you entered it aboveWhen all of the fields are complete and have the correct format the SUBMIT button turns fromgray to blue

    5 Click SUBMIT

    The user account information is now created and stored

    Important Set up the outgoing emailer settings as soon as possible after completinginstallation of Aureum If you forget or lose your password Aureum cannot send you a newone until the outgoing email is configured

    Install Aureum | 18

    The next step is to import the Aureum license

    Import an Aureum LicenseImporting the license for an Aureum instance activates the Peaxy software License types are assignedto the Admin account that you created at the beginning of the installation

    Before you create an Aureum system make sure that you have received your license from Peaxy andthat the license details are correct

    Each time you create an Aureum instance you must import a license

    1 Select the license to import or drag it onto the files areaThe license is a bdl file that contains all of the files needed to install the license

    2 Click IMPORT3 The system installs the license and continues to the next step

    Provide Aureum InformationDefining a few basic configuration items is the first step in setting up Aureum

    During the first steps of the initial configuration you provide the basic information needed to createAureum its components and the namespace details

    1 Enter the Network settingsa) Enter the gateway addressb) Enter the subnet maskc) Enter the primary DNS domain suffix and up to three DNS server addresses

    DNS servers must be entered as IP addresses Each DNS server is on a separate line2 Enter the General settings

    a) Enter a name for this Aureum instanceNames can be up to 14 characters and can contain letters numbers dashes and underscores

    b) Optional Enter a location for the Aureum system for example ldquodatacenterrdquo or ldquoPhoenixofficerdquo

    c) Enter the Aureum IP addressd) Optional Enter up to three NTP servers

    Including an NTP server ensures that the time stamp for Aureum is always correcte) Select the time zone to use from the drop-down menu

    This ensures that all nodes in Aureum use the same time zone3 Define the Namespace settings

    Install Aureum | 19

    a) Select the average file size that you expect Aureum to containYour expected average file size selection is used by Aureum to determine the most efficientdistribution of hyperservers Aureum uses the selection you make here to determine theestimated ratio of namespace hyperservers to data hyperservers

    b) Set the default namespace replication factor from 2 to 4The namespace replication factor is the number of replicas that Aureum creates for thenamespace

    4 Click CONTINUE

    Add resources to Aureum You can also click CANCEL to cancel the installation

    Add ResourcesResources refer to the physical servers that will make up Aureum These can be any commodity serversuch as a 1U or 2U server with any number and size of disks These resources are used to build thenamespace and data hyperservers that form the heart of a running Aureum system

    Note After a resource has been added Aureum claims the complete resource Unusedportions of a resource are designated as spares and are used in case of a failure or expansion

    1 The system locates all physical servers that have been booted using USB sticks and are currently indiscovery stateYou will see a list of the servers available for inclusion Use the filter to narrow your search by servername

    2 Select the servers to add to Aureum

    Servers scheduled for selection have a check mark to the left Select the box beside SERVER NAMEto select all servers in the list

    3 Enter the required number of IP addresses or an IP range The number of IP addresses neededappears above the IP ADDRESSES entry box

    The system determines the number of IP addresses needed to ensure that all Aureum componentscan communicate receiving requests and returning responses Addresses can be individual IPaddresses (xxxxxxxxxxxx) an IP address range (xxxxxxxxx - xxx) or an IP address with a wildcard(xxxxxxxxx) Separate the IP addresses with a space comma or newline

    Install Aureum | 20

    Aureum only supports IPv4 (the dotted quad format) For example

    192168100419216810015-2019216873

    4 Define the roles of the serversClick the ROLES column entry for a server and configure the servers to support either data accessor search (SolrCloud) While it is possible to configure a server to support both data access andsearch this setting is not recommended for a production deployment

    Note Aureum 40 supports SolrCloud clusters with one or three nodes Aureum 40 doesnot support SolrCloud clusters with either two nodes or more than three nodes

    5 Define the bonding for the network port cardsYou should see the same speed for all of the network interfaces (NICs) on this server Use the list ofall NICs that are bonded with the interfaces on this server to form your decision Inactive NICs arenoted as sucha) Click the ETHERNET column entry for the server whose bonding to configure

    If the column text is red some interfaces are not bonded to the server If the text is blue allavailable interfaces are bonded

    b) Place a check mark next to all of the interfaces to bond to this server Remove the check markfor those interfaces you do not want included in the bond

    6 Optional Toggle the server beacon on or offBeacon signals guide you to the server in question This is often used when troubleshooting tolocate a specific server in a large group of servers

    7 Click CONTINUEWait for the installation wizard to verify that the IP addresses you entered are valid and can beused The system assigns the IP addresses and sets the state to Pending

    8 Click START INSTALLATIONThe button changes from START INSTALLATION to INSTALLATION IN PROGRESS The systemassigns the resources to Aureum and determines the necessary number of dedicated nodesneeded for the configuration The progress is displayed but you can also use the Log link to followindividual progress If some of the servers are not yet ready wait a few moments and retry

    The installation process will take some time typically 10 to 20 minutes When complete the IPaddress in the browser will switch from the local IP of your workstation to the Aureum IP addressthat was entered earlier This signals the transition from the AMS you launched earlier (samsp) to theintegrated PMT that is now running on Aureum

    The next step is to create a default storage class

    Create a Default Storage ClassA storage class groups and manages data hyperservers with similar replication factors capabilitiesand performance configuration

    You must configure at least one storage class to use as the default during the initial Aureumconfiguration You can create more storage classes at any time as long as you have the resourcesnecessary

    1 You are presented with the create Initial Storage Class option2 Enter the required information to create the storage class

    a) Type a name for the storage classClass names can be up to 14 text characters

    b) Define the performance levelPerformance levels based on throughput and seek time Select the paired setting that is best foryour expected usage For the widest option select ldquoAnyrdquo

    c) Set the replication factor

    Install Aureum | 21

    Remember all hyperservers assigned to this storage class will use these settings

    Note You must include at least the same number of resources to create the specifiedreplication factor For example you cannot have a replication factor of three in anAureum system with only two servers

    Because each replication requires some amount of storage the replication factor selectedaffects the amount of total storage available

    Tip The Aureum data space is partitioned through all the data-capable hyperserversEach hyperserver can be configured to offer a specified replication factor This lets youstore vital data with high redundancy while more transient data can skip replication inorder to optimize storage and performance costs

    d) Optional Enable flexible space allocationEnabling flexible storage space allows the members of the storage class to consume thecapacity needed When more storage space is needed more is allocated automaticallyregardless of the initial allocation Peaxy recommends this option for general use Some casesmight have different needs

    e) Optional To make this the default storage class select YESAll data that does not meet the conditions in a specific data policy will be stored on the defaultstorage class (See data policies in the Aureum Administrator Guide)

    3 Click CREATE STORAGE CLASS4 To complete the initial installation and configuration click FINALIZE AUREUM then click YES to

    confirm the configuration is correct

    Important After you click FINALIZE you must wait for the health indicator on the Aureumcard or list turn green before using Aureum

    The Aureum installation is complete and the PMT shows the main Aureum window To configureadditional Aureum storage classes and data policies and to understand how to monitor Aureum seethe Aureum Administrator Guide

    Define Outgoing Mail SettingsIn order for Aureum to send email notifications and provide lost password recovery you must tellAureum how to send email alerts

    Important Configure outgoing email settings as soon as reasonably possible If you lose orforget your password Aureum cannot send reset instructions until you configure the emailsettings

    1 Select EMAILER CONFIG from the SETUP WIZARD pane or from the Navigation menu select EMAILER

    2 Type the email (SMTP) server to use when sending the emailThe email server must be accessible from Aureum

    Install Aureum | 22

    3 By default the system uses port 587 This is usually the right setting Only change the EMAILSERVER PORT if your organizations SMTP server requires it

    4 Enter a valid user account and password that Aureum will use to send email from this server5 Optional SEND FROM is required only if your email server requires Transport Layer Security (TLS)

    If this is the case type the SEND FROM email addressGenerally the recommended SEND FROM address is a working system administrator account

    6 Click SAVE

    Create a Client Registration UserThe Aureum client registration user and password allow client authentication at mount time

    This allows you to create a custom account for authenticating client mounts

    1 Click REGISTRATION2 Type a name for the user This will be the username that is authorized to type in the registration

    password when an Aureum client is installed3 Type the client registration password This password is used to register the Aureum client for

    authentication at mount time4 Click SAVE

    Configure SecurityDefine define the level of security for client communication

    1 Click SECURITY LEVEL2 Slide the controller to the level of security your data will use

    3 Click ACCEPT

    ConnectAn Aureum client mounts Aureum and allows access to folders and files Peaxy provides clientsoftware for Linux users and allows Windows users to access Aureum through a Windows share

    The Linux-based client uses a FUSE component to remotely access Aureum services Almost all Linuxinstallations include FUSE so you should not need to do anything extra

    The Aureum client has a small footprint A very limited set of memory and CPU cycles are needed toperform the client functions Also the Aureum client can be used concurrently with other clients forNFS and other network file systems

    When you install the client the client drivers are added to the default system directories To accessthese directories use the mount command (more commonly known as mapping a drive in Windows)to mount the client to the directory

    Install Aureum | 23

    Mounting a client to an Aureum directory loads all the data structures necessary for the client tointeract with Aureum As the structures change Aureum updates them In order for a client to accessAureum all that is necessary is that the client know the IP address or URL to which the client willconnect and the client-Aureum registration password

    Also available is the ability to join a Windows domain and create domain-authenticated users who canaccess different areas of Aureum

    Linux Client-Aureum RegistrationThe minimum security level for Aureum is the authenticated mount To ensure that unauthorized usersdont gain access to data Peaxy provides an authenticated mount between Aureum Linux clients andAureum using certificates and registration

    Note The process described in this section applies to Linux clients Windows domains userswith credentials from an Active Directory access Aureum through a Windows share

    Security is always an important part of any system that provides data access especially when theaccess spans many users and locations Peaxy provides a registration process where the clientand server exchange certificates which are used to authenticate subsequent connections Theregistration provides a mutual authentication method between the client and Aureum allowing theclient access Only authenticated clients are allowed to mount Aureum Other clients cannot use thesame authentication as part of the certificate registration Aureum generates a client key pair that isunique to each client-Aureum connection

    How It WorksThe AMS requires a dynamic registration at the initial mount time As part of the registration Aureumgenerates a key pair unique to each client This key pair is persistent so you do not need to re-register the client each time you mount Aureum

    This initial registration is required the first time the client mounts Aureum and requires a specialregistration password that is unique to Aureum This password is entered by the Aureum administratorat the workstation on which the client is installed Subsequent client mounts use the client certificateissued during registration

    Security LevelsAureum offers varying levels of security

    The security level is visible on the Aureum card or list and is indicated in the SECURITY section by thenumber of total locks that are green Gray locks indicate how many additional security levels you canselect For example if there are four total locks and three are green your current security level is 3Message Integrity

    bull Data Confidentiality all data in and out of Aureum is verified and encryptedbull Message Integrity message authentication codes verify message integritybull Kerberos Authentication use the Kerberos authentication protocol as the mechanism for

    authentication between a client and a server or between one server and another serverbull Authenticated Mount use X509 certificates to mutually authenticate and validate all Aureum

    clients and hyperservers in Aureum

    Create an ExportCreate an export to allow Linux clients to mount and access Aureum

    1 From the Navigation menu select SECURITY gt EXPORTS2 Type the export name3 In the EXPORT CONTENT IN field choose the data class to export

    The IN DIRECTORY field automatically populates with the path specified by the chosen data classYou can extend this path but you cannot shorten it For example if the data class specifies the

    Install Aureum | 24

    engineeringsoftware directory you can extend this path to be engineeringsoftwareqa However youcannot shorten the path to be engineering

    Note The system root data class specifies the root () directory You can extend this path inany way you choose The path must start with a slash and wildcards are not allowed

    4 Optional Include a description to provide more information about the export5 Click CREATE6 To edit or delete an export click the corresponding entry in the list

    bull To edit the export make the changes needed in the edit panel and click SAVE CHANGESbull To delete an export click the corresponding trash can icon ( ) and confirm the deletion

    Install a Linux-based Aureum ClientYou install the Aureum client on physical hardware or on a workstation in the cloud Use the client tomount and access Aureum directories

    Before installing the client make sure that your system meets the minimum requirements describedin the Requirements section of this document

    Note Aureum uses FUSE in Direct IO mode for better performance The version of FUSErunning on older versions of CentOS Red Hat Enterprise Linux doesnt support mmap whenFUSE is being used this way This might cause some mmap functions such as ACCESS_WRITEMAP_SHARED and PROT_WRITE to fail You can use the mount flag --disable-direct-io-mode to disable Direct IO mode

    If you choose to use Direct IO mmap will be disabled on CentOS56 and 57 since those versionsdont support mmap with direct IO Enabling this option will result in a significant performancedegradation on clients using this option Peaxy strongly recommends that you upgrade to a newerversion of Linux

    Ensure FUSE and its dependencies have been installed on each client If it has not been installedinstall FUSE according to the instructions for the package you chose On CentOS for example installthis by typing

    sudo yum -y install fusex86_64 fuse-develx86_64 fuse-libsx86_64

    The version numbers for your installation may differ

    If you have installed a version of the fuseko module that is not the Peaxy-specific version runadditional commands at the end of the installation process This prevents kernel-oops messages fromconsuming all of the space in the varspool directory These messages indicate a benign conditiondue to a Linux FUSE problem

    Run the following commands

    chkconfig --levels 2345 abrt-oops off service abrt-oops stop

    Note The client installation sets the following values automatically

    Parameter Value set to

    netipv4tcp_tw_recycle 1

    netipv4tcp_fin_timeout 2

    netcorewmem_max 2097152

    netcorermem_max 2097152

    netcorewmem_default 2097152

    netcorermem_default 2097152

    Install Aureum | 25

    1 Download the Aureum client file from the support section of the Peaxy website at wwwpeaxynetsupport (login is required)The file is downloaded as a targz package and contains an installer It has a name similar tohfclient-fuse-400ltbuildnumbergttargz

    2 Unpack the distribution file by typing the following

    tar -zxvf hfclient-fuse-400ltbuildnumbergttargz

    You will see something like the following

    hfclient-fuse-400hfclient-fuse-400setupshhfclient-fuse-400scriptshfclient-fuse-400scriptsupdatedbshhfclient-fuse-400scriptsc_rehashshhfclient-fuse-400scriptssysctlshhfclient-fuse-400scriptsunregshhfclient-fuse-400scriptsconfshhfclient-fuse-400binhfclient-fuse-400binfusehfCentOS-5xhfclient-fuse-400binfusehfhfclient-fuse-400confhfclient-fuse-400confhfconftgz

    3 While logged in as root run setupsh installThe driver files are installed in the default system directories You will see something similar to thefollowing

    sudo setupsh install

    Installer for Peaxy Aureum Client version 40

    Checking package contentsInstalling hf client binariesremoved `optpeaxy-40sbinfusehf`binfusehf -gt `optpeaxy-40sbinfusehfInstallation complete

    Mount Aureum

    Mount Aureum (Linux)After the client is installed use the mount command to mount Aureum

    At a command prompt type

    sudo mkdir -p ltmnt_pointgtsudo mount -t fusehf hfltmgmt_ipgt ltmnt_pointgt -o user=ltclient registration usernamegt

    where ltmgmt_ipgt is the Aureum IP address for example 172161061 and ltmnt_pointgt is thedirectory that will serve as your local mount point for example mntpeaxy

    If you omit -o user=ltclient_user_namegt you would be prompted for the password associatedwith the local admin account to complete the client registration Best practice is to always create aclient registration account and use that password

    The first time you mount the client to Aureum you will be prompted for a registration passwordto allow client-Aureum authentication Type the client registration password Otherwise youradministrator must do this for you

    Peaxy strongly recommends that you change the password often especially after typing the passwordfor a client registration

    If you or your IT administrator have associated a DNS entry with the Aureum IP address you mightwant to use the DNS name as the name for your mount point

    Install Aureum | 26

    To configure the Aureum client to automatically mount on startup locate the etcfstab file andadd the line

    hfltmgmt_ipgt ltmnt_pointgt fusehf defaults 0 0

    where ltmgmt_ipgt is the Aureum IP address for example 172161061 and ltmnt_pointgt is the localmount point for example mntpeaxy

    Note If you are running CentOS 7 change this line to add the _netdev flag as below

    hfltmgmt_ipgt ltmnt_pointgt fusehf defaults_netdev 0 0

    You can now use the Aureum client to access Aureum

    Unregister a Linux Client from AureumYou can securely unregister an installed FUSE client from the Aureum system that it mounts

    Removing the registration renders the client unable to access Aureum If you use the all option youwill need to perform a new registration setup before you can mount Aureum again

    Unregistering a client is done by running the unregsh script Use the following procedure tounregister the client

    1 On the workstation running the client open a command prompt2 Move to optpeaxybin the location of the script3 Run the script

    bull Type sudo unregsh ltAureumgt to unregister the client from a specific Aureum systemReplace ltAureumgt with the Aureum system to unregister

    bull Type sudo unregsh all to unregister the client from all Aureum systems on which theclient is registered

    Note Peaxy strongly recommends using the all option before you decommission aclient workstation

    Windows ConfigurationDomain users with credentials from an Active Directory can access Aureum through a share

    After Aureum joins a domain it sets up network shares for chosen directories (including all containedsubdirectories) To domain users these shares look the same as any other folder that is accessible viathe network

    Unlike an Aureum client which mounts to the root of the volume a share allows a user to exportsubdirectories for more granular access

    Where to Find ItFrom the Navigation menu select SECURITY gt DOMAINS and SECURITY gt SHARES

    Join a DomainBefore you can create a share you must join a Windows domain

    You can pre-create a machine account in an Active Directory under a specified OU If you choose notto do so Aureum will try to add a computer account to the default location of ldquoComputersrdquo

    Important If Aureum is already joined to a domain joining another domain will replace thejoin not add to it Aureum will only be joined to the most recently joined domain

    1 From the Navigation menu select SECURITY gt DOMAINS2 Type the complete Windows domain to join for example engexamplecom3 Type the username with access to the domain The user must have the necessary permissions to

    join Aureum to the domain4 Type the password associated with the username or access to modify an object in the OU if the

    machine account was pre-created

    Install Aureum | 27

    5 In the NETBIOS NAME field set the Aureum computer account name you wish to be created in theActive Directory If Aureum is using a pre-created machine account in a specific OU then the nameyou specify here must match that name exactly

    6 Click JOIN

    After the domain has been joined the JOIN button changes to LEAVE To leave the domain clickLEAVE

    Create a ShareCreate a share to allow Windows users to connect to Aureum

    Before you can create a share you must join the appropriate domain

    1 From the Navigation menu select SECURITY gt SHARES2 Type the name of the share3 In the SHARE CONTENT IN field choose the appropriate data class

    The IN DIRECTORY field automatically populates with the path specified by the chosen data classYou can extend this path but you cannot shorten it For example if the data class specifies the engineeringsoftware directory you can extend this path to be engineeringsoftwareqa However youcannot shorten the path to be engineering

    Note The system root data class specifies the root () directory You can extend this path inany way you choose The path must start with a slash and wildcards are not allowed

    4 Optional Include a description to provide more information about the share5 Click CREATE

    6 To edit or delete a share click the share to be modified

    bull To edit the share make the changes needed in the edit panel and click SAVE CHANGESbull To delete the share click the trash can icon ( ) and confirm the deletion

    Mount an Aureum Windows ShareDomain-authenticated users can mount and access Aureum directories using a share

    After Aureum has been joined to a domain and the share has been created you can easily mount tothe share

    The exact mount process is based on your workstation OS

    Install Aureum | 28

    If you do not already know it you can determine the mount point from Aureum by navigating to theJOIN DOMAIN page and using one of the listed public IP addresses as the mount point Include theshare name when mounting

    Peaxy recommends that you take the list of public IP addresses and enter them into your DNS serverlisted under the Aureum NetBIOS name within the appropriate domain In cases where multipleaddresses are used the DNS server automatically round-robins the returned address This ensure thatclient connection load is distributed across the available nodes

    As a Windows example to mount a drive letter to Aureum Type

    net use ltdrive_lettergt ltpublic addressgtltshare namegt

    where ltdrive_lettergt is the drive letter to assign to Aureum ltpublic_addressgt is the IP address usedto join the domain and ltshare_namegt is the share

    You then log into the share using your domain-authenticated username and password For exampleMYDOMAINmyname

    After mapping the drive access Aureum through Windows Explorer just like you would any otherdrive

    If the share does not appear in the Windows Explorer after a change such as a system reboot occursrefresh the view using the Refresh icon ( ) The share should display correctly

    You do not have to assign a share to a drive letter however In Windows Explorer type the public IPaddress and share name into the address bar Provide your username and password

    POSIX ComplianceAureum provides a POSIX-compliant interface

    Most of the Aureum interfaces are POSIX compliant and adhere to the IEEE standard The following isa list of exceptions to compliance

    bull The directory nlink count is not incremented when a subdirectory is addedbull inode retention differs from the POSIX specification because there is no way to retain the original

    inode number when a rename entails a move to a different device You can display the datahyperserver extent ID instead of the namespace hyperserver Node ID to the caller in the statfamily of calls This does not change when a file or directory is renamed It does change if the file ismigrated from one data hyperserver to another

    bull If two mount points are held to the same Aureum and a file is closed on one Aureum does notremove a fcntl lock for the same file on another This is a variance on the way that NFS worksThe internal locking structures take into account the client ID which varies depending on the clientmount If there are two different mounts to a server Aureum treats them as separate machineswhich NFS does not

    bull The file locking call flock() is emulated using POSIX byte range locks (fcntl() ) The POSIXcompliance specification does not cover flock() This implementation mirrors the behavior ofNFS The Aureum behavior is slightly different and varies from the POSIX specification as follows

    1 As in NFS you must have write permissions to get a write lock2 As in NFS you cannot place both flock() and fcntl() locks on the same file as these locks

    will conflict3 An flock() will not inherit across forks4 The flock() will be durable against other file closes but fcntl() locks will not behave within

    the POSIX specification5 As well as being removed by an explicit f_unlock record locks are automatically released

    when the process terminates or if it closes any file descriptor referring to a file on which locksare held This means that a process can lose the locks on a file like etcpasswd or etcmtab if a library function opens reads and closes it

    Information and ResourcesThe latest news and information can always be found on the Peaxy website

    Peaxy provides documents that are designed for different audiences These documents furnish acomprehensive explanation of Aureum and how to use it Additionally information is available fromtooltips Each field has a tooltip that adds explanations and any limitations for the item

    The most current and accurate information available was included at the time this document wasprepared However changes may occur after the document is released Always read the ReleaseNotes for the most current information

    Aureum Installation GuideA step-by-step guide to installing and configuring Aureum into your network

    Aureum Administrator GuideA guide to understanding the Aureum architecture Provides details for planning configuring andmonitoring your implementation

    Quickstart SeriesA series of two-page guides providing an abbreviated set of instructions for Aureum tasks Theycan be taken in order or used as reminders for individual tasks

    Tech NotesSome technical issues are outside the scope of the regular documentation These are presented asTechnical Notes

    Contact Peaxy9 am to 5 pm Pacific Standard Time

    Main +1 (408) 441-6500

    Support +1 (408) 763-3700

    By phone

    Support toll free US only +1 (844) 277-3299

    General information infopeaxynet

    Sales salespeaxynet

    Support supportpeaxynet

    By email

    Documentation feedback feedbackpeaxynet

    Online wwwpeaxynetsupport (login required)

    Peaxy Inc

    2380 Bering Dr

    By mail

    San Jose CA 95131 USA

    LegalPeaxyreg and Aureumtrade are registered trademarks of Peaxy Inc

    All other trademarks belong to their respective companies

    CopyrightsThis document is copyright copy 2016 Peaxy Inc

    Aureum software includes portions of the following

    bull Amazon Web Services (AWS) Java SDK httpsawsamazoncomsdk-for-java and httpawsamazoncomapache-2-0

    bull Apache License Version 20 January 2004bull BEOPEN PYTHON OPEN SOURCE LICENSE AGREEMENT VERSION 1bull BSD 3bull crc32 routine COPYRIGHT copy 1986 Gary S Brownbull Element Tree used under the Python licensebull Erlang Public License (EPL) a derivative work of the Mozilla Public License Now provided under

    the Apache 20 licensebull GoogleAuth httpsgithubcomwstrangeGoogleAuthbull GNU Lesser General Public License Version 3 Copyright copy 2007 Free Software Foundation Inc

    and GNU Lesser General Public License Version 21 Copyright copy 1999 Free Software FoundationInc

    bull Samba is Free Software licensed under the GNU General Public License httpswwwsambaorgsambadocsGPLhtml the Samba project is a member of the Software Freedom Conservancy

    bull JSON-C Copyright (c) 2009-2012 Eric Haszlakiewicz and Copyright (c) 2004-2005 MetaparadigmPte Ltd

    bull Kerberos Copyright copy 1985-2009 now under the MIT 2 licensebull libcurl Copyright (c) 1996 - 2015 Daniel Stenbergdanielhaxxsebull lshow used under the GPL licensebull MIT (X11) Copyright copy 2007-2015bull RIAK Creative Commons (httpcreativecommonsorg licensesby30)bull Goldrush Copyright copy 2012 Magnus Klaarbull Meld Under ZPL licensebull NSIS (Nullsoft Scriptable Install System) copy 1999-2013bull OpenSSL License Copyright (c) 1998-2016 The OpenSSL Project and Original SSLeay License

    Copyright (c) 1995-1998 Eric Youngbull Protobuf Copyright 2008 Google Inc now under the BSD 3 licensebull Setup Tools (setuptools-06c11) Under ZPL licensebull Sodium crypto library (libsodium) ISC license Copyright (c) 2013-2015 Frank Denisbull Solr the Apache Lucene project Copyright copy 2010 The Apache Software Foundationbull TCL Copyright copy Regents of the University of California Sun Microsystems Inc Scriptics

    Corporation and other partiesbull The Apache Lucene project Copyright copy 2010 The Apache Software Foundationbull The Apache Tika project Copyright copy The Apache Software Foundationbull VirtualBox Copyright copy 2007 Oracle Corp as part of the GNU GPL V2 Licensebull YAWS Copyright copy 2006 Claes Wikstrom now under the BSD licensebull Apache zookeeper Under the Apache 2 license

    Index | 35

    Index

    bdl license file 18

    img 12

    MD5 12

    zip 12

    A

    access directories 24Active Directory 26add

    resources 19servers 19

    Admin 17administrator 17AMS 12 14 15 16Aureum IP address 11Aureum Manager 6 12 14Aureum name 18Aureum overview 5average file size 18

    B

    beacon turning on or off 19BIOS 15bonding network interface 19bootable USB 12 14browser 15button color 17

    C

    capacity 10 19CentOS 10checksum 12client registration 22clients 22configuration 11configure email 21connect 22contact 31create

    export 23share 27

    create Aureum 15create storage class 20

    D

    dedicated capacity 20dedicated nodes 5default storage class 20directory access 24discover resources 12 14 19discovery state Aureum nodes 12 14disk space required 10DNS server 11DNS servers 18documentation 31domain-authenticated user

    domain 27

    domain-authentication 22domain suffix 11download images 14

    E

    editsecurity level 22

    emailer settings 21Ethernet

    interface 10switch 10

    exportCIFS 23create an export 23

    F

    files needed 12 14firewall 12flexible capacity 20flock 29FUSE 10

    G

    gateway 11 18

    H

    hardware requirements 10how to reach Peaxy 31

    I

    image copier 12 14import a license 18initial configuration 18inode retention 29install

    client 24Linux client 24

    introduction 5iptables 16

    J

    javarequired version 12 14

    javaw 14

    K

    Kerberos 22 22 23

    L

    legal 33levels of security 23license files 18licenses 18

    Index | 36

    Linux client install 24localhost 15location 18

    M

    maintenance agreement 18management IP 15mapping 22mount Aureum 24 27mounting 22 22

    N

    namespace 18Navigation menu

    configuration 11security 22

    netBIOS 22NIC 19NTP server 11 18

    O

    outgoing email 21overview

    architecture 6Aureum building blocks 6components 6

    P

    password 17password limitations 17ports 12POSIX compliance 29primary domain 18primary domain suffix 11

    R

    RAM requirements 10realms 22reboot 12 14recommended configuration 10Red Hat Enterprise Linux 10replication factor 11 18 20resources

    needed 10run setup 16

    S

    samsp 12 14 16security 22 23security levels

    security 22 23select the license 18SElinux 16sestatus 16set performance levels 20settings 11setup 16share

    CIFS 27

    create a share 27Share 26SMTP 17 21software files 14space needed 10storage class creating default 20subnet mask 11Support hours 31

    T

    tar ball 24time server 18time zone 11 18

    U

    USB 15USB stick 10 12 14user account 17

    V

    virtualization 6 15

    W

    what youll need 11Windows

    domain 26join a domain 26share 27

    Windows client 10

    Y

    yum 24

    • Contents
    • Introduction
      • How Aureum Works
        • Install Aureum
          • Resource Requirements
          • Aureum Configuration Settings
          • Port Requirements and Firewall Settings
          • Prepare Aureum Installation Resources (Linux)
          • Prepare Aureum Installation Resources (Windows)
          • Install the Software
          • Continue the Installation
          • Create an Admin Account
          • Import an Aureum License
          • Provide Aureum Information
          • Add Resources
          • Create a Default Storage Class
          • Define Outgoing Mail Settings
          • Create a Client Registration User
          • Configure Security
          • Connect
            • Linux Client-Aureum Registration
            • Security Levels
            • Create an Export
            • Install a Linux-based Aureum Client
              • Mount Aureum (Linux)
              • Unregister a Linux Client from Aureum
                • Windows Configuration
                  • Join a Domain
                  • Create a Share
                  • Mount an Aureum Windows Share
                    • POSIX Compliance
                    • Information and Resources
                    • Index

      Introduction

      In this section

      bull How Aureum Works

      Peaxyreg Aureumtrade installs on your own off-the-shelf hardware tocreate aggregate Peaxy ldquonodesrdquo The Peaxy software uses thesededicated nodes to create Aureum a highly extendable dataaccess and management platform that is managed as a single entitywithin a single namespace

      The result is a system with unique capabilities and nodes basedon namespace and data space stores The namespace spans allAureum nodes Aureum responds to changing requirements usinguser-defined variables such as storage class use and data policies

      ReliabilityAureum can replicate data so that a single loss does not disruptaccess Built-in redundancy with or without RAID ensures thataccess to your data is uninterrupted The Aureum platform lets youdefine a replication factor for each storage class A storage classis a group of like disks or servers that have the same attributesreplication and performance Choose to have up to four copiesmaintained in parallel Optimize performance redundancy andcost factors in classes of storage within your single namespace

      AccessibilityThe unified namespace and a single management IP address(called the Aureum IP address) makes data accessible fromanywhere Because the namespace is unified it doesnt matterwhere on Aureum that data resides Data is easily accessed withoutknowing where the data is stored Even if data is moved to anotherlocation within Aureum the pathname doesnt change Regardlessof changes in networks computers data locations or other factorsAureum gives you one container one access path forever

      ScalabilityAdd resources easily without any down time requirementAdding resources adds capacity and performance When you addresources both the additional capacity and the CPU power becomepart of Aureum

      Introduction | 6

      How Aureum WorksPeaxy designed Aureum for flexibility accessibility scalability and ease of use Heres how it works

      Aureum sits on top of your own industry-standard hardware resources Based on your Aureumconfiguration the Peaxy software creates a number of Peaxy-specific nodes to use when building thesystem Peaxy nodes cannot be used for any other purpose This makes expansion as easy as addingnew resources (servers) to an existing environment

      You dont need to manually create the individual nodes Peaxy software creates the container layerbased on the way you configure Aureum

      Resources that are included in Aureum but not used immediately become spares which are availableon an as-needed basis This allows all Aureum software components to recover from most failurescenarios without manual intervention as long as there are enough spare resources to allow self-healing It also allows you to expand the capacity of a storage class

      The following terms explain the abstraction and components of the Aureum architecture

      bull Aureum A Peaxy storage and data access facility that manages all of its components within asingle namespace allowing total data access without bottlenecks

      bull Hyperserver Either a namespace server or a data space server that manages between one andfour Aureum node members The Aureum namespace enables single disk IO access and allowsthe entire namespace to be persistently contained in RAM for better performance although thenamespace also resides on disk Subsequent directory lookups are done without touching the diskThe Aureum architecture accelerates file access by an order of magnitudeNamespace Hyperserver

      A namespace hyperserver contains the path name and system metadata Namespacehyperservers run the namespace service (NS) The namespace is partitioned across allhyperserver members Each namespace hyperserver within Aureum contains a portion of thenamespace information

      Data Space HyperserverA data space hyperserver contains actual user data Data space hyperservers run the dataservice (DS) All of the data in Aureum is distributed across all of the data hyperserversconfigured for data use under the rules of the data policy and assigned storage class withbetween zero and three copies stored

      bull Hypervisor A hypervisor manages multiple nodes on one host In most cases the termshypervisor server and host are interchangeable Note however that a hypervisor is not the sameas a hyperserver

      bull Analytics Service The analytics service (AS) manages the system analytics providing a clear wayunderstand how Aureum is managing data The analytics service is the force behind the analysisviews The analytics service is managed by the analytics node

      bull Search Service The search service provides advanced search capabilities and powers Peaxy Findmaking it possible to find data across Aureum Searches are performed using a search query onan index or alias (group of indexes) that administrators create The search service is based onApache Lucene project Solr and SolrCloud SolrCloud provides the ability to set up a cluster ofSolr servers that combines fault tolerance and high availability enabling distributed indexing andsearch Administrators configure servers to support either data access or the search service duringinstallation

      bull Storage Class The storage class is the abstraction that specifies performance redundancy andavailability characteristics of all the data hyperservers of the class User-defined data placementpolicies govern the data stored on each storage class

      bull Data Class Data classes provide a way to perform storage management and access control basedon a directory structure This allows you to manage your storage based on a logical structure suchas teams and projects complementing the hardware-oriented resource management capabilitiesoffered by storage classes

      bull Data Policy The data policies you create provide Aureum with the instructions about where data isstored as well as when and how data will be moved

      bull Node Peaxy virtualization node created in containers Peaxy software creates the entire filesystem from virtual constructs Nodes that are members of a hyperserver store copies of the same

      Introduction | 7

      data or metadata Aureum sets the number of copies during the initial configuration and based onthe attributes of the storage class Aureum creates these nodes solely for its own use

      bull Aureum Management Service Aureum management service (AMS) allows you to create and useAureum from physical resources

      Overview of Aureum Building BlocksEach part of the Aureum architecture builds on the next To build an Aureum system

      1 Rack and cable any physical servers and ensure the resources are accessible on the network2 Provision your resources and configure your physical storage Hardware provisioning is the task of

      Admin users and cannot be delegated3 Install the Peaxy software Installation is described in the this guide

      The Aureum manager (AMS) uses the configuration settings you define when Aureum creates thenodes It groups them into the appropriate types of hyperservers Aureum uses your configurationsettings to determine the optimal ratio of namespace hyperservers to data space hyperservers

      4 Create storage classes and ingest policies for your environment

      All of the resourced hyperservers aggregate and become a fully functioning Aureum systemconnected to your network

      5 Create data classes to manage storage and access control based on the logical organization ofyour teams and projects

      6 Begin ingesting data into Aureum

      After the basic setup is complete you can add storage classes and data policies as well as optionalreplication partners When planned correctly these let you automate most data management andadministrative tasks

      Aureum provides the Peaxy Management Tool (PMT) a powerful and intuitive browser-based UI formanagement Access data through a Linux-based client or a Windows domain share Peaxy providesseveral roles and allows the creation of others to ensure that the right access level is granted to usersand groups

      Install Aureum

      In this section

      bull Resource Requirementsbull Aureum Configuration Settingsbull Port Requirements and

      Firewall Settingsbull Prepare Aureum Installation

      Resources (Linux)bull Prepare Aureum Installation

      Resources (Windows)bull Install the Softwarebull Continue the Installationbull Create an Admin Accountbull Import an Aureum Licensebull Provide Aureum Informationbull Add Resourcesbull Create a Default Storage

      Classbull Define Outgoing Mail Settingsbull Create a Client Registration

      Userbull Configure Securitybull Connect

      Make sure you have sufficient resources for the Aureum system youare creating After the hardware is racked and accessible to thenetwork use the Aureum manager to create the system

      Install Aureum | 10

      Resource RequirementsThe requirements for the hardware are minimal and depend on the Aureum configuration you define

      The software installation image is self-contained and does not have outside software requirements

      Minimum Hardware Requirementsbull Three or more servers compatible with Red Hat Enterprise Linux version 7 64-bit 1

      bull Each server should have a minimum of 24 GB RAM and one core per physical device (diskLUN)bull One or more 1 or 10 Gigabit Ethernet connectionsbull One 2 GB USB stick per serverbull One available USB port on each server

      Important If you are planning replication you can replicate across only same-sized drives Forexample replication must be between multiple 1 TB drives or between multiple 2 TB drivesand so on

      Aureum SolrCloudCompute Node Requirementsbull 4 or more CPU coresbull 64 GB RAMbull 1 TB local storage

      Aureum FUSE Client RequirementsAureum clients may be run on either physical or virtual machines and can use either 1 Gigabit or 10Gigabit Ethernet connections

      Additionally the client requires

      bull 1 or more CPU coresbull 2 GB RAMbull Red Hat Enterprise Linux version 5 6 or 7 64-bit or CentOS 5 6 or 7 64-bit or laterbull FUSE (the Linux File System in User Space)

      Aureum Windows Client RequirementsAureum clients may be run on either physical or virtual machines and can use either 1 Gigabit or 10Gigabit Ethernet connections

      Additionally the client requires

      bull 1 or more CPU coresbull 2 GB RAMbull a supported operating system

      2008 SP2 x86 and 64-bit

      2008 R2 64-bit

      2012 64-bit

      Windows Server

      2012 R2 64-bit

      Vista x86 and 64-bit

      Windows 7 x86 and 64-bit

      Windows 8 x86 and 64-bit

      Windows

      Windows 81 x86 and 64-bit

      1 The complete list of compatible hardware is available at httpshardwareredhatcom

      Install Aureum | 11

      Windows 10 x86 and 64-bit

      Aureum Configuration SettingsConfiguration settings are needed to install and configure Aureum There can be additional optionalsettings

      Table 1 General and Network Settings

      Item Description Example

      Aureum name Names can be up to 14 alphanumeric characters and cancontain dashes (-) and underscores (_)

      Aureum_One

      Aureum IPaddress

      This is a floating IP address that is used for communicationto and from Aureum Communication can be donethrough the Aureum IP address Peaxy recommendsthat organizations create a DNS entry for Aureum that ismapped to the IP address allowing you to refer to Aureumby a more meaningful name

      10213119

      IP addresses A list of IP addresses or one or more ranges of IPaddresses that the configuration wizard can use to assignIP addresses to discovered hypervisors If you includemultiple ranges the Aureum manager will use all availableIP addresses in the first range before moving to thesecond

      151145011715114520 - 94

      Gateway Aureum needs to be assigned a default gateway addressThe gateway is used by each hypervisor and node thatcomprises Aureum

      1721601

      Subnet mask All hypervisors making up Aureum must reside in the samesubnet This is defined by the subnet mask

      25525500

      DNS domainsuffix

      Working with the DNS server the domain suffix identifiesthe server within a smaller network (like a computer lab)

      peaxynet

      DNS server list A list of up to three DNS servers to use 55219208672222228888

      Time zone The time zone to use (UTC-800) Pacific

      NTP server The IP address of the network time protocol (NTP)server that Aureum should use to coordinate time acrossthe entire namespace even if the servers within thenamespace are in disparate locations This can be criticalwhen Aureum needs to compare timestamps

      0poolntporg1poolntporg

      Averageexpected file size

      The selection here is used by the system to determine themost efficient ratio of namespace hyperservers to datahyperservers

      bull Small files (less than 1MB)bull Medium files (less than 20MB)bull Large files (greater than 20MB)bull A mixture of file sizes

      Large files (greaterthan 20MB)

      Replication factor The number of replicas created for data when the filesare assigned to a particular storage class Setting thereplication factor to 2 indicates that the original and one

      2

      Install Aureum | 12

      Item Description Exampleadditional replica of the data are saved providing higheravailability Valid options are 2 3 and 4

      Use the appropriate replication factor for each storageclass to implement the best level of protection for criticaldata and to limit wasted consumption for sandboxes andother nonessential data For data that is not critical or forsandboxes you can choose a lower replication factor Usea high replication factor for data that is critical or accessedoften

      Table 2 Emailer Settings

      Item Description Example

      Email server The name of the email server This is usually an SMTPserver

      smtpgmailcom

      Server port By default port 587 is used Only change this if corporateor security requirements demand it

      587

      Email serveraccount

      Enter a valid email account Aureum uses this account tosend email notifications and replacement passwords

      memycompanycom

      Password The password that is associated with the valid emailaccount

      Send from Only change this if your SMTP server allows it and yourcorporate requirements demand it Normally only serversusing TLS require this entry

      memycompanycom

      Port Requirements and Firewall SettingsBecause Aureum uses the network for traffic specific ports must be available

      The following table describes the ports that must be open for Aureum traffic and client connections

      Port Type Used for

      53 DNS DNS

      443 TCP Encrypted traffic

      514 UDP Log Server

      3033 TCP Statistic collection

      8001 TCP Analytics server

      8080 HTTP Windows client

      8443 TCP Encrypted traffic

      10011 UDP LinuxFUSE client

      Prepare Aureum Installation Resources (Linux)The software is installed on each server resource that will become part of Aureum Aureum ishardware agnostic but there must be adequate resources to complete the installation Each serveruses a USB stick to install the software

      Make sure that you have the required basic resources described in Resource Requirements Downloadthe software files from wwwpeaxynetsupport A login is required

      Install Aureum | 13

      1 Download the software installation files

      bull Release-ltreleasenumbergtimg is the image to be copied to a USB stick that will initializethe hardware

      bull Release-ltreleasenumbergtmd5 is the checksum file that validates the validity of the imagebull samsp-ltreleasenumbergtzip is a compressed file that contains the utilities to move the

      image to the USB stick and for the initial configuration of Aureumbull The Aureum client file

      bull hfclient-fuse-ltreleasenumbergttargz - the Aureum Linux client installation file2 From a command prompt on your workstation uncompress the installation files Type

      sudo unzip samsp-ltreleasenumbergtzip -d tmp

      3 As root launch the image copier Double click img-copiersh and click Run on the dialog thatappears

      4 Browse to the software image you downloaded (the img file) and select this file

      5 Type a label for the USB sticks

      The label is used to identify the system during the initial installation and becomes the name of theserver on which it is installed If you use the same label on different sticks the software will add anumeric suffix when creating the host name for example HOST-01 HOST-02 and so on Labelscannot exceed 16 charactersYou can provide a different label for each USB stick but to do so you must copy the image file toeach stick individually

      6 Insert the USB sticks into a port on your workstation or a hub connected to your workstation andthen click REFRESH to make them visible to the image copier tool Select the sticks you want fromthose displayed in the destination drives list The USB stick must be at least 2 GB

      7 Leave Verify copy operation enabled Peaxy strongly recommends that you do not skip this step

      Install Aureum | 14

      Depending on the speed on the USB sticks it can take several minutes to complete theverification

      8 Enable hypervisor protection if requiredEnable hypervisor protection if the underlying storage consists of non-redundant JBOD (acollection of hard disks that have not been configured to act as a RAID) This creates a softwareRAID 5 configuration for the container store used by AureumYou can disable hypervisor protection if you have a hardware RAID under the disk volumes Thisallows Aureum to use a higher-performing RAID 0 configuration instead

      9 Click START10After the copy is complete click EXIT and remove the USB sticks from the workstation or USB hub

      The USB stick now contains a bootable image of the Aureum installation software

      Prepare Aureum Installation Resources (Windows)The software is installed on each server resource that will become part of Aureum Aureum ishardware agnostic but there must be adequate resources to complete the installation Each serveruses a USB stick to install the software

      You must have administrator permissions to install the Aureum software

      Your workstation must be running the Java Runtime Environment (JRE) 17 or higher installed in orderto run the image copier

      Make sure that you have the required basic resources described in Resource Requirements Downloadthe software files from wwwpeaxynetsupport A login is required

      1 Download the software installation files

      bull Release-ltreleasenumbergtimg is the image to be copied to a USB stick that will initializethe hardware

      bull Release-ltreleasenumbergtmd5 is the checksum file that validates the validity of the imagebull samsp-ltreleasenumbergtzip is a compressed file that contains the utilities to move the

      image to the USB stick and for the initial configuration of Aureumbull The Aureum client file

      bull hfclient-fuse-ltreleasenumbergttargz - the Aureum Linux client installation file2 On your Windows workstation move to the location of the zip file and unzip the file using any

      uncompression program3 Move to the location of the uncompressed file and double-click the executable to start the

      installation4 With administrator privileges launch the image copier Double-click img-copierbat

      Install Aureum | 15

      If the image copier does not launch properly you might need to add javaw to your path Refer toyour Windows Operating System help for instructions

      5 Browse to the software image you downloaded (the img file) and select this file then click Run6 Type a label for the USB sticks

      The label is used to identify the system during the initial installation and becomes the name of theserver on which it is installed If you use the same label on different USB sticks the software willadd a numeric suffix when creating the host name for example HOST-01 HOST-02 and so onLabels cannot exceed 16 charactersYou can provide a different label for each USB stick but to do so you must copy the image file toeach stick individually

      7 Insert the USB sticks into a port on your workstation or a hub connected to your workstation andthen click REFRESH to make them visible to the image copier tool Select the sticks you want fromthose displayed in the destination drives list The USB stick must be at least 2 GB

      8 Leave Verify copy operation enabled Peaxy strongly recommends that you do not skip this stepDepending on the speed on the USB sticks it can take several minutes to complete theverification

      9 Enable hypervisor protection if requiredEnable hypervisor protection if the underlying storage consists of non-redundant JBOD (acollection of hard disks that have not been configured to act as a RAID) This creates a softwareRAID 5 configuration for the container store used by AureumYou can disable hypervisor protection if you have a hardware RAID under the disk volumes Thisallows Aureum to use a higher-performing RAID 0 configuration instead

      10Click START11After the copy is complete click EXIT and remove the USB sticks from the workstation or USB hub

      The USB stick now contains a bootable image of the installation software

      Install the SoftwareThe installation software on the USB stick installs the Peaxy software and lets you create Aureum

      1 Insert one prepared USB stick into each server Servers must have a console attached or beaccessible via an IPMI management tool

      Install Aureum | 16

      2 Apply power to the servers either individually or with a few seconds in between to complete the

      next steps

      Note If you have already configured your server to boot from USB skip steps 3 4 and 5

      3 Enter the server BIOS and instruct the server to boot from the USB stickThe method used to enter the BIOS depends on the server

      4 Ensure that the virtualization setting is enabled in the BIOS5 Save the BIOS changes and reboot the server from the USB stick

      After the server has booted from the USB stick and launched the installation software you will seea message at the bottom of the screen telling you that the server is being prepared for installationThis boot process has placed the servers in a discoverable state this plays a role in the nextphase of the installation process

      Continue the InstallationAfter the servers have been prepared and the software has been installed begin the configuration

      1 On your workstation disable the firewall

      On Red Hat Enterprise LinuxCentOS 7 systems use the following commands

      systemctl stop firewalld

      systemctl disable firewalld

      On other Linux-based operating systems use the following commands

      service iptables stop

      service ip6tables stop

      chkconfig ip6tables off only include this command if you want to permanently turn thefirewall off

      chkconfig iptables off only include this command if you want to permanently turn thefirewall off

      2 On your workstation disable SElinuxYou can check the status of SElinux with sestatus The result should appear as SELinuxstatus disabledIf you do not see disabled

      1 Edit etcselinuxconfig and set the SELINUX variable to disabled2 Reboot your client workstation

      3 On the workstation launch the Aureum installation management tool Type

      sudo tmpsamsp-400ltversiongtsamspsh

      Install Aureum | 17

      You should see something similar to the following

      Launching Management Server Platform version 400rootOpen your browser and enter the URL httpslocalhost to continueDo not terminate samsp it is required to complete cluster configurationYou can view tmpsamsp-40010872logmsplog for detailed progress activity

      Important Do not terminate samsp because it is needed to complete clusterconfiguration

      4 Open a browser and type

      httpslocalhost If you are running the browser on the same workstation running the stand alone MSP orhttpsltip addressgt IP address of the workstation running the standalone MSP

      This launches the Peaxy Management Tool If prompted accept the self-signed Peaxy certificate

      After the initial setup is complete the IP address changes in the browser address bar This isexpected and correct behavior Now the installation portion of the AMS exits and the integratedAureum manager becomes active

      In the next step the Aureum manager guides you through the initial configuration process

      Create an Admin AccountThe first step in configuring a new Aureum system is to supply the details for the Admin account Afterthe installation process is complete and Aureum is up and running the Admin account is used to loginto the Aureum web UI (PMT) to perform additional administration tasks such as creating other useraccounts and a client registration password

      Important The Admin account has access to critical areas of Aureum Ensure that the Adminaccount is secure

      1 Type an email address for the accountThe AMS verifies that the email address is formatted correctly but does not check the validity ofthe email address itself This is the email address to which emails are sent

      Note When setting the outgoing mailer settings the use of a customized email addressis highly dependent on the mail server While it might be possible to use a custom emailSEND FROM address many mail servers (such as Gmail) do not allow sending email usinganything other than the registered user account name

      2 Type a user name for the accountThe user name must be between 3 and 32 characters and can contain letters numbers dots ()and at signs ()

      3 Type a password to be associated with the user name in the previous stepPasswords are case sensitive and should be secure Best practice shows that you should changepasswords regularly

      4 Confirm the password by retyping the password exactly as you entered it aboveWhen all of the fields are complete and have the correct format the SUBMIT button turns fromgray to blue

      5 Click SUBMIT

      The user account information is now created and stored

      Important Set up the outgoing emailer settings as soon as possible after completinginstallation of Aureum If you forget or lose your password Aureum cannot send you a newone until the outgoing email is configured

      Install Aureum | 18

      The next step is to import the Aureum license

      Import an Aureum LicenseImporting the license for an Aureum instance activates the Peaxy software License types are assignedto the Admin account that you created at the beginning of the installation

      Before you create an Aureum system make sure that you have received your license from Peaxy andthat the license details are correct

      Each time you create an Aureum instance you must import a license

      1 Select the license to import or drag it onto the files areaThe license is a bdl file that contains all of the files needed to install the license

      2 Click IMPORT3 The system installs the license and continues to the next step

      Provide Aureum InformationDefining a few basic configuration items is the first step in setting up Aureum

      During the first steps of the initial configuration you provide the basic information needed to createAureum its components and the namespace details

      1 Enter the Network settingsa) Enter the gateway addressb) Enter the subnet maskc) Enter the primary DNS domain suffix and up to three DNS server addresses

      DNS servers must be entered as IP addresses Each DNS server is on a separate line2 Enter the General settings

      a) Enter a name for this Aureum instanceNames can be up to 14 characters and can contain letters numbers dashes and underscores

      b) Optional Enter a location for the Aureum system for example ldquodatacenterrdquo or ldquoPhoenixofficerdquo

      c) Enter the Aureum IP addressd) Optional Enter up to three NTP servers

      Including an NTP server ensures that the time stamp for Aureum is always correcte) Select the time zone to use from the drop-down menu

      This ensures that all nodes in Aureum use the same time zone3 Define the Namespace settings

      Install Aureum | 19

      a) Select the average file size that you expect Aureum to containYour expected average file size selection is used by Aureum to determine the most efficientdistribution of hyperservers Aureum uses the selection you make here to determine theestimated ratio of namespace hyperservers to data hyperservers

      b) Set the default namespace replication factor from 2 to 4The namespace replication factor is the number of replicas that Aureum creates for thenamespace

      4 Click CONTINUE

      Add resources to Aureum You can also click CANCEL to cancel the installation

      Add ResourcesResources refer to the physical servers that will make up Aureum These can be any commodity serversuch as a 1U or 2U server with any number and size of disks These resources are used to build thenamespace and data hyperservers that form the heart of a running Aureum system

      Note After a resource has been added Aureum claims the complete resource Unusedportions of a resource are designated as spares and are used in case of a failure or expansion

      1 The system locates all physical servers that have been booted using USB sticks and are currently indiscovery stateYou will see a list of the servers available for inclusion Use the filter to narrow your search by servername

      2 Select the servers to add to Aureum

      Servers scheduled for selection have a check mark to the left Select the box beside SERVER NAMEto select all servers in the list

      3 Enter the required number of IP addresses or an IP range The number of IP addresses neededappears above the IP ADDRESSES entry box

      The system determines the number of IP addresses needed to ensure that all Aureum componentscan communicate receiving requests and returning responses Addresses can be individual IPaddresses (xxxxxxxxxxxx) an IP address range (xxxxxxxxx - xxx) or an IP address with a wildcard(xxxxxxxxx) Separate the IP addresses with a space comma or newline

      Install Aureum | 20

      Aureum only supports IPv4 (the dotted quad format) For example

      192168100419216810015-2019216873

      4 Define the roles of the serversClick the ROLES column entry for a server and configure the servers to support either data accessor search (SolrCloud) While it is possible to configure a server to support both data access andsearch this setting is not recommended for a production deployment

      Note Aureum 40 supports SolrCloud clusters with one or three nodes Aureum 40 doesnot support SolrCloud clusters with either two nodes or more than three nodes

      5 Define the bonding for the network port cardsYou should see the same speed for all of the network interfaces (NICs) on this server Use the list ofall NICs that are bonded with the interfaces on this server to form your decision Inactive NICs arenoted as sucha) Click the ETHERNET column entry for the server whose bonding to configure

      If the column text is red some interfaces are not bonded to the server If the text is blue allavailable interfaces are bonded

      b) Place a check mark next to all of the interfaces to bond to this server Remove the check markfor those interfaces you do not want included in the bond

      6 Optional Toggle the server beacon on or offBeacon signals guide you to the server in question This is often used when troubleshooting tolocate a specific server in a large group of servers

      7 Click CONTINUEWait for the installation wizard to verify that the IP addresses you entered are valid and can beused The system assigns the IP addresses and sets the state to Pending

      8 Click START INSTALLATIONThe button changes from START INSTALLATION to INSTALLATION IN PROGRESS The systemassigns the resources to Aureum and determines the necessary number of dedicated nodesneeded for the configuration The progress is displayed but you can also use the Log link to followindividual progress If some of the servers are not yet ready wait a few moments and retry

      The installation process will take some time typically 10 to 20 minutes When complete the IPaddress in the browser will switch from the local IP of your workstation to the Aureum IP addressthat was entered earlier This signals the transition from the AMS you launched earlier (samsp) to theintegrated PMT that is now running on Aureum

      The next step is to create a default storage class

      Create a Default Storage ClassA storage class groups and manages data hyperservers with similar replication factors capabilitiesand performance configuration

      You must configure at least one storage class to use as the default during the initial Aureumconfiguration You can create more storage classes at any time as long as you have the resourcesnecessary

      1 You are presented with the create Initial Storage Class option2 Enter the required information to create the storage class

      a) Type a name for the storage classClass names can be up to 14 text characters

      b) Define the performance levelPerformance levels based on throughput and seek time Select the paired setting that is best foryour expected usage For the widest option select ldquoAnyrdquo

      c) Set the replication factor

      Install Aureum | 21

      Remember all hyperservers assigned to this storage class will use these settings

      Note You must include at least the same number of resources to create the specifiedreplication factor For example you cannot have a replication factor of three in anAureum system with only two servers

      Because each replication requires some amount of storage the replication factor selectedaffects the amount of total storage available

      Tip The Aureum data space is partitioned through all the data-capable hyperserversEach hyperserver can be configured to offer a specified replication factor This lets youstore vital data with high redundancy while more transient data can skip replication inorder to optimize storage and performance costs

      d) Optional Enable flexible space allocationEnabling flexible storage space allows the members of the storage class to consume thecapacity needed When more storage space is needed more is allocated automaticallyregardless of the initial allocation Peaxy recommends this option for general use Some casesmight have different needs

      e) Optional To make this the default storage class select YESAll data that does not meet the conditions in a specific data policy will be stored on the defaultstorage class (See data policies in the Aureum Administrator Guide)

      3 Click CREATE STORAGE CLASS4 To complete the initial installation and configuration click FINALIZE AUREUM then click YES to

      confirm the configuration is correct

      Important After you click FINALIZE you must wait for the health indicator on the Aureumcard or list turn green before using Aureum

      The Aureum installation is complete and the PMT shows the main Aureum window To configureadditional Aureum storage classes and data policies and to understand how to monitor Aureum seethe Aureum Administrator Guide

      Define Outgoing Mail SettingsIn order for Aureum to send email notifications and provide lost password recovery you must tellAureum how to send email alerts

      Important Configure outgoing email settings as soon as reasonably possible If you lose orforget your password Aureum cannot send reset instructions until you configure the emailsettings

      1 Select EMAILER CONFIG from the SETUP WIZARD pane or from the Navigation menu select EMAILER

      2 Type the email (SMTP) server to use when sending the emailThe email server must be accessible from Aureum

      Install Aureum | 22

      3 By default the system uses port 587 This is usually the right setting Only change the EMAILSERVER PORT if your organizations SMTP server requires it

      4 Enter a valid user account and password that Aureum will use to send email from this server5 Optional SEND FROM is required only if your email server requires Transport Layer Security (TLS)

      If this is the case type the SEND FROM email addressGenerally the recommended SEND FROM address is a working system administrator account

      6 Click SAVE

      Create a Client Registration UserThe Aureum client registration user and password allow client authentication at mount time

      This allows you to create a custom account for authenticating client mounts

      1 Click REGISTRATION2 Type a name for the user This will be the username that is authorized to type in the registration

      password when an Aureum client is installed3 Type the client registration password This password is used to register the Aureum client for

      authentication at mount time4 Click SAVE

      Configure SecurityDefine define the level of security for client communication

      1 Click SECURITY LEVEL2 Slide the controller to the level of security your data will use

      3 Click ACCEPT

      ConnectAn Aureum client mounts Aureum and allows access to folders and files Peaxy provides clientsoftware for Linux users and allows Windows users to access Aureum through a Windows share

      The Linux-based client uses a FUSE component to remotely access Aureum services Almost all Linuxinstallations include FUSE so you should not need to do anything extra

      The Aureum client has a small footprint A very limited set of memory and CPU cycles are needed toperform the client functions Also the Aureum client can be used concurrently with other clients forNFS and other network file systems

      When you install the client the client drivers are added to the default system directories To accessthese directories use the mount command (more commonly known as mapping a drive in Windows)to mount the client to the directory

      Install Aureum | 23

      Mounting a client to an Aureum directory loads all the data structures necessary for the client tointeract with Aureum As the structures change Aureum updates them In order for a client to accessAureum all that is necessary is that the client know the IP address or URL to which the client willconnect and the client-Aureum registration password

      Also available is the ability to join a Windows domain and create domain-authenticated users who canaccess different areas of Aureum

      Linux Client-Aureum RegistrationThe minimum security level for Aureum is the authenticated mount To ensure that unauthorized usersdont gain access to data Peaxy provides an authenticated mount between Aureum Linux clients andAureum using certificates and registration

      Note The process described in this section applies to Linux clients Windows domains userswith credentials from an Active Directory access Aureum through a Windows share

      Security is always an important part of any system that provides data access especially when theaccess spans many users and locations Peaxy provides a registration process where the clientand server exchange certificates which are used to authenticate subsequent connections Theregistration provides a mutual authentication method between the client and Aureum allowing theclient access Only authenticated clients are allowed to mount Aureum Other clients cannot use thesame authentication as part of the certificate registration Aureum generates a client key pair that isunique to each client-Aureum connection

      How It WorksThe AMS requires a dynamic registration at the initial mount time As part of the registration Aureumgenerates a key pair unique to each client This key pair is persistent so you do not need to re-register the client each time you mount Aureum

      This initial registration is required the first time the client mounts Aureum and requires a specialregistration password that is unique to Aureum This password is entered by the Aureum administratorat the workstation on which the client is installed Subsequent client mounts use the client certificateissued during registration

      Security LevelsAureum offers varying levels of security

      The security level is visible on the Aureum card or list and is indicated in the SECURITY section by thenumber of total locks that are green Gray locks indicate how many additional security levels you canselect For example if there are four total locks and three are green your current security level is 3Message Integrity

      bull Data Confidentiality all data in and out of Aureum is verified and encryptedbull Message Integrity message authentication codes verify message integritybull Kerberos Authentication use the Kerberos authentication protocol as the mechanism for

      authentication between a client and a server or between one server and another serverbull Authenticated Mount use X509 certificates to mutually authenticate and validate all Aureum

      clients and hyperservers in Aureum

      Create an ExportCreate an export to allow Linux clients to mount and access Aureum

      1 From the Navigation menu select SECURITY gt EXPORTS2 Type the export name3 In the EXPORT CONTENT IN field choose the data class to export

      The IN DIRECTORY field automatically populates with the path specified by the chosen data classYou can extend this path but you cannot shorten it For example if the data class specifies the

      Install Aureum | 24

      engineeringsoftware directory you can extend this path to be engineeringsoftwareqa However youcannot shorten the path to be engineering

      Note The system root data class specifies the root () directory You can extend this path inany way you choose The path must start with a slash and wildcards are not allowed

      4 Optional Include a description to provide more information about the export5 Click CREATE6 To edit or delete an export click the corresponding entry in the list

      bull To edit the export make the changes needed in the edit panel and click SAVE CHANGESbull To delete an export click the corresponding trash can icon ( ) and confirm the deletion

      Install a Linux-based Aureum ClientYou install the Aureum client on physical hardware or on a workstation in the cloud Use the client tomount and access Aureum directories

      Before installing the client make sure that your system meets the minimum requirements describedin the Requirements section of this document

      Note Aureum uses FUSE in Direct IO mode for better performance The version of FUSErunning on older versions of CentOS Red Hat Enterprise Linux doesnt support mmap whenFUSE is being used this way This might cause some mmap functions such as ACCESS_WRITEMAP_SHARED and PROT_WRITE to fail You can use the mount flag --disable-direct-io-mode to disable Direct IO mode

      If you choose to use Direct IO mmap will be disabled on CentOS56 and 57 since those versionsdont support mmap with direct IO Enabling this option will result in a significant performancedegradation on clients using this option Peaxy strongly recommends that you upgrade to a newerversion of Linux

      Ensure FUSE and its dependencies have been installed on each client If it has not been installedinstall FUSE according to the instructions for the package you chose On CentOS for example installthis by typing

      sudo yum -y install fusex86_64 fuse-develx86_64 fuse-libsx86_64

      The version numbers for your installation may differ

      If you have installed a version of the fuseko module that is not the Peaxy-specific version runadditional commands at the end of the installation process This prevents kernel-oops messages fromconsuming all of the space in the varspool directory These messages indicate a benign conditiondue to a Linux FUSE problem

      Run the following commands

      chkconfig --levels 2345 abrt-oops off service abrt-oops stop

      Note The client installation sets the following values automatically

      Parameter Value set to

      netipv4tcp_tw_recycle 1

      netipv4tcp_fin_timeout 2

      netcorewmem_max 2097152

      netcorermem_max 2097152

      netcorewmem_default 2097152

      netcorermem_default 2097152

      Install Aureum | 25

      1 Download the Aureum client file from the support section of the Peaxy website at wwwpeaxynetsupport (login is required)The file is downloaded as a targz package and contains an installer It has a name similar tohfclient-fuse-400ltbuildnumbergttargz

      2 Unpack the distribution file by typing the following

      tar -zxvf hfclient-fuse-400ltbuildnumbergttargz

      You will see something like the following

      hfclient-fuse-400hfclient-fuse-400setupshhfclient-fuse-400scriptshfclient-fuse-400scriptsupdatedbshhfclient-fuse-400scriptsc_rehashshhfclient-fuse-400scriptssysctlshhfclient-fuse-400scriptsunregshhfclient-fuse-400scriptsconfshhfclient-fuse-400binhfclient-fuse-400binfusehfCentOS-5xhfclient-fuse-400binfusehfhfclient-fuse-400confhfclient-fuse-400confhfconftgz

      3 While logged in as root run setupsh installThe driver files are installed in the default system directories You will see something similar to thefollowing

      sudo setupsh install

      Installer for Peaxy Aureum Client version 40

      Checking package contentsInstalling hf client binariesremoved `optpeaxy-40sbinfusehf`binfusehf -gt `optpeaxy-40sbinfusehfInstallation complete

      Mount Aureum

      Mount Aureum (Linux)After the client is installed use the mount command to mount Aureum

      At a command prompt type

      sudo mkdir -p ltmnt_pointgtsudo mount -t fusehf hfltmgmt_ipgt ltmnt_pointgt -o user=ltclient registration usernamegt

      where ltmgmt_ipgt is the Aureum IP address for example 172161061 and ltmnt_pointgt is thedirectory that will serve as your local mount point for example mntpeaxy

      If you omit -o user=ltclient_user_namegt you would be prompted for the password associatedwith the local admin account to complete the client registration Best practice is to always create aclient registration account and use that password

      The first time you mount the client to Aureum you will be prompted for a registration passwordto allow client-Aureum authentication Type the client registration password Otherwise youradministrator must do this for you

      Peaxy strongly recommends that you change the password often especially after typing the passwordfor a client registration

      If you or your IT administrator have associated a DNS entry with the Aureum IP address you mightwant to use the DNS name as the name for your mount point

      Install Aureum | 26

      To configure the Aureum client to automatically mount on startup locate the etcfstab file andadd the line

      hfltmgmt_ipgt ltmnt_pointgt fusehf defaults 0 0

      where ltmgmt_ipgt is the Aureum IP address for example 172161061 and ltmnt_pointgt is the localmount point for example mntpeaxy

      Note If you are running CentOS 7 change this line to add the _netdev flag as below

      hfltmgmt_ipgt ltmnt_pointgt fusehf defaults_netdev 0 0

      You can now use the Aureum client to access Aureum

      Unregister a Linux Client from AureumYou can securely unregister an installed FUSE client from the Aureum system that it mounts

      Removing the registration renders the client unable to access Aureum If you use the all option youwill need to perform a new registration setup before you can mount Aureum again

      Unregistering a client is done by running the unregsh script Use the following procedure tounregister the client

      1 On the workstation running the client open a command prompt2 Move to optpeaxybin the location of the script3 Run the script

      bull Type sudo unregsh ltAureumgt to unregister the client from a specific Aureum systemReplace ltAureumgt with the Aureum system to unregister

      bull Type sudo unregsh all to unregister the client from all Aureum systems on which theclient is registered

      Note Peaxy strongly recommends using the all option before you decommission aclient workstation

      Windows ConfigurationDomain users with credentials from an Active Directory can access Aureum through a share

      After Aureum joins a domain it sets up network shares for chosen directories (including all containedsubdirectories) To domain users these shares look the same as any other folder that is accessible viathe network

      Unlike an Aureum client which mounts to the root of the volume a share allows a user to exportsubdirectories for more granular access

      Where to Find ItFrom the Navigation menu select SECURITY gt DOMAINS and SECURITY gt SHARES

      Join a DomainBefore you can create a share you must join a Windows domain

      You can pre-create a machine account in an Active Directory under a specified OU If you choose notto do so Aureum will try to add a computer account to the default location of ldquoComputersrdquo

      Important If Aureum is already joined to a domain joining another domain will replace thejoin not add to it Aureum will only be joined to the most recently joined domain

      1 From the Navigation menu select SECURITY gt DOMAINS2 Type the complete Windows domain to join for example engexamplecom3 Type the username with access to the domain The user must have the necessary permissions to

      join Aureum to the domain4 Type the password associated with the username or access to modify an object in the OU if the

      machine account was pre-created

      Install Aureum | 27

      5 In the NETBIOS NAME field set the Aureum computer account name you wish to be created in theActive Directory If Aureum is using a pre-created machine account in a specific OU then the nameyou specify here must match that name exactly

      6 Click JOIN

      After the domain has been joined the JOIN button changes to LEAVE To leave the domain clickLEAVE

      Create a ShareCreate a share to allow Windows users to connect to Aureum

      Before you can create a share you must join the appropriate domain

      1 From the Navigation menu select SECURITY gt SHARES2 Type the name of the share3 In the SHARE CONTENT IN field choose the appropriate data class

      The IN DIRECTORY field automatically populates with the path specified by the chosen data classYou can extend this path but you cannot shorten it For example if the data class specifies the engineeringsoftware directory you can extend this path to be engineeringsoftwareqa However youcannot shorten the path to be engineering

      Note The system root data class specifies the root () directory You can extend this path inany way you choose The path must start with a slash and wildcards are not allowed

      4 Optional Include a description to provide more information about the share5 Click CREATE

      6 To edit or delete a share click the share to be modified

      bull To edit the share make the changes needed in the edit panel and click SAVE CHANGESbull To delete the share click the trash can icon ( ) and confirm the deletion

      Mount an Aureum Windows ShareDomain-authenticated users can mount and access Aureum directories using a share

      After Aureum has been joined to a domain and the share has been created you can easily mount tothe share

      The exact mount process is based on your workstation OS

      Install Aureum | 28

      If you do not already know it you can determine the mount point from Aureum by navigating to theJOIN DOMAIN page and using one of the listed public IP addresses as the mount point Include theshare name when mounting

      Peaxy recommends that you take the list of public IP addresses and enter them into your DNS serverlisted under the Aureum NetBIOS name within the appropriate domain In cases where multipleaddresses are used the DNS server automatically round-robins the returned address This ensure thatclient connection load is distributed across the available nodes

      As a Windows example to mount a drive letter to Aureum Type

      net use ltdrive_lettergt ltpublic addressgtltshare namegt

      where ltdrive_lettergt is the drive letter to assign to Aureum ltpublic_addressgt is the IP address usedto join the domain and ltshare_namegt is the share

      You then log into the share using your domain-authenticated username and password For exampleMYDOMAINmyname

      After mapping the drive access Aureum through Windows Explorer just like you would any otherdrive

      If the share does not appear in the Windows Explorer after a change such as a system reboot occursrefresh the view using the Refresh icon ( ) The share should display correctly

      You do not have to assign a share to a drive letter however In Windows Explorer type the public IPaddress and share name into the address bar Provide your username and password

      POSIX ComplianceAureum provides a POSIX-compliant interface

      Most of the Aureum interfaces are POSIX compliant and adhere to the IEEE standard The following isa list of exceptions to compliance

      bull The directory nlink count is not incremented when a subdirectory is addedbull inode retention differs from the POSIX specification because there is no way to retain the original

      inode number when a rename entails a move to a different device You can display the datahyperserver extent ID instead of the namespace hyperserver Node ID to the caller in the statfamily of calls This does not change when a file or directory is renamed It does change if the file ismigrated from one data hyperserver to another

      bull If two mount points are held to the same Aureum and a file is closed on one Aureum does notremove a fcntl lock for the same file on another This is a variance on the way that NFS worksThe internal locking structures take into account the client ID which varies depending on the clientmount If there are two different mounts to a server Aureum treats them as separate machineswhich NFS does not

      bull The file locking call flock() is emulated using POSIX byte range locks (fcntl() ) The POSIXcompliance specification does not cover flock() This implementation mirrors the behavior ofNFS The Aureum behavior is slightly different and varies from the POSIX specification as follows

      1 As in NFS you must have write permissions to get a write lock2 As in NFS you cannot place both flock() and fcntl() locks on the same file as these locks

      will conflict3 An flock() will not inherit across forks4 The flock() will be durable against other file closes but fcntl() locks will not behave within

      the POSIX specification5 As well as being removed by an explicit f_unlock record locks are automatically released

      when the process terminates or if it closes any file descriptor referring to a file on which locksare held This means that a process can lose the locks on a file like etcpasswd or etcmtab if a library function opens reads and closes it

      Information and ResourcesThe latest news and information can always be found on the Peaxy website

      Peaxy provides documents that are designed for different audiences These documents furnish acomprehensive explanation of Aureum and how to use it Additionally information is available fromtooltips Each field has a tooltip that adds explanations and any limitations for the item

      The most current and accurate information available was included at the time this document wasprepared However changes may occur after the document is released Always read the ReleaseNotes for the most current information

      Aureum Installation GuideA step-by-step guide to installing and configuring Aureum into your network

      Aureum Administrator GuideA guide to understanding the Aureum architecture Provides details for planning configuring andmonitoring your implementation

      Quickstart SeriesA series of two-page guides providing an abbreviated set of instructions for Aureum tasks Theycan be taken in order or used as reminders for individual tasks

      Tech NotesSome technical issues are outside the scope of the regular documentation These are presented asTechnical Notes

      Contact Peaxy9 am to 5 pm Pacific Standard Time

      Main +1 (408) 441-6500

      Support +1 (408) 763-3700

      By phone

      Support toll free US only +1 (844) 277-3299

      General information infopeaxynet

      Sales salespeaxynet

      Support supportpeaxynet

      By email

      Documentation feedback feedbackpeaxynet

      Online wwwpeaxynetsupport (login required)

      Peaxy Inc

      2380 Bering Dr

      By mail

      San Jose CA 95131 USA

      LegalPeaxyreg and Aureumtrade are registered trademarks of Peaxy Inc

      All other trademarks belong to their respective companies

      CopyrightsThis document is copyright copy 2016 Peaxy Inc

      Aureum software includes portions of the following

      bull Amazon Web Services (AWS) Java SDK httpsawsamazoncomsdk-for-java and httpawsamazoncomapache-2-0

      bull Apache License Version 20 January 2004bull BEOPEN PYTHON OPEN SOURCE LICENSE AGREEMENT VERSION 1bull BSD 3bull crc32 routine COPYRIGHT copy 1986 Gary S Brownbull Element Tree used under the Python licensebull Erlang Public License (EPL) a derivative work of the Mozilla Public License Now provided under

      the Apache 20 licensebull GoogleAuth httpsgithubcomwstrangeGoogleAuthbull GNU Lesser General Public License Version 3 Copyright copy 2007 Free Software Foundation Inc

      and GNU Lesser General Public License Version 21 Copyright copy 1999 Free Software FoundationInc

      bull Samba is Free Software licensed under the GNU General Public License httpswwwsambaorgsambadocsGPLhtml the Samba project is a member of the Software Freedom Conservancy

      bull JSON-C Copyright (c) 2009-2012 Eric Haszlakiewicz and Copyright (c) 2004-2005 MetaparadigmPte Ltd

      bull Kerberos Copyright copy 1985-2009 now under the MIT 2 licensebull libcurl Copyright (c) 1996 - 2015 Daniel Stenbergdanielhaxxsebull lshow used under the GPL licensebull MIT (X11) Copyright copy 2007-2015bull RIAK Creative Commons (httpcreativecommonsorg licensesby30)bull Goldrush Copyright copy 2012 Magnus Klaarbull Meld Under ZPL licensebull NSIS (Nullsoft Scriptable Install System) copy 1999-2013bull OpenSSL License Copyright (c) 1998-2016 The OpenSSL Project and Original SSLeay License

      Copyright (c) 1995-1998 Eric Youngbull Protobuf Copyright 2008 Google Inc now under the BSD 3 licensebull Setup Tools (setuptools-06c11) Under ZPL licensebull Sodium crypto library (libsodium) ISC license Copyright (c) 2013-2015 Frank Denisbull Solr the Apache Lucene project Copyright copy 2010 The Apache Software Foundationbull TCL Copyright copy Regents of the University of California Sun Microsystems Inc Scriptics

      Corporation and other partiesbull The Apache Lucene project Copyright copy 2010 The Apache Software Foundationbull The Apache Tika project Copyright copy The Apache Software Foundationbull VirtualBox Copyright copy 2007 Oracle Corp as part of the GNU GPL V2 Licensebull YAWS Copyright copy 2006 Claes Wikstrom now under the BSD licensebull Apache zookeeper Under the Apache 2 license

      Index | 35

      Index

      bdl license file 18

      img 12

      MD5 12

      zip 12

      A

      access directories 24Active Directory 26add

      resources 19servers 19

      Admin 17administrator 17AMS 12 14 15 16Aureum IP address 11Aureum Manager 6 12 14Aureum name 18Aureum overview 5average file size 18

      B

      beacon turning on or off 19BIOS 15bonding network interface 19bootable USB 12 14browser 15button color 17

      C

      capacity 10 19CentOS 10checksum 12client registration 22clients 22configuration 11configure email 21connect 22contact 31create

      export 23share 27

      create Aureum 15create storage class 20

      D

      dedicated capacity 20dedicated nodes 5default storage class 20directory access 24discover resources 12 14 19discovery state Aureum nodes 12 14disk space required 10DNS server 11DNS servers 18documentation 31domain-authenticated user

      domain 27

      domain-authentication 22domain suffix 11download images 14

      E

      editsecurity level 22

      emailer settings 21Ethernet

      interface 10switch 10

      exportCIFS 23create an export 23

      F

      files needed 12 14firewall 12flexible capacity 20flock 29FUSE 10

      G

      gateway 11 18

      H

      hardware requirements 10how to reach Peaxy 31

      I

      image copier 12 14import a license 18initial configuration 18inode retention 29install

      client 24Linux client 24

      introduction 5iptables 16

      J

      javarequired version 12 14

      javaw 14

      K

      Kerberos 22 22 23

      L

      legal 33levels of security 23license files 18licenses 18

      Index | 36

      Linux client install 24localhost 15location 18

      M

      maintenance agreement 18management IP 15mapping 22mount Aureum 24 27mounting 22 22

      N

      namespace 18Navigation menu

      configuration 11security 22

      netBIOS 22NIC 19NTP server 11 18

      O

      outgoing email 21overview

      architecture 6Aureum building blocks 6components 6

      P

      password 17password limitations 17ports 12POSIX compliance 29primary domain 18primary domain suffix 11

      R

      RAM requirements 10realms 22reboot 12 14recommended configuration 10Red Hat Enterprise Linux 10replication factor 11 18 20resources

      needed 10run setup 16

      S

      samsp 12 14 16security 22 23security levels

      security 22 23select the license 18SElinux 16sestatus 16set performance levels 20settings 11setup 16share

      CIFS 27

      create a share 27Share 26SMTP 17 21software files 14space needed 10storage class creating default 20subnet mask 11Support hours 31

      T

      tar ball 24time server 18time zone 11 18

      U

      USB 15USB stick 10 12 14user account 17

      V

      virtualization 6 15

      W

      what youll need 11Windows

      domain 26join a domain 26share 27

      Windows client 10

      Y

      yum 24

      • Contents
      • Introduction
        • How Aureum Works
          • Install Aureum
            • Resource Requirements
            • Aureum Configuration Settings
            • Port Requirements and Firewall Settings
            • Prepare Aureum Installation Resources (Linux)
            • Prepare Aureum Installation Resources (Windows)
            • Install the Software
            • Continue the Installation
            • Create an Admin Account
            • Import an Aureum License
            • Provide Aureum Information
            • Add Resources
            • Create a Default Storage Class
            • Define Outgoing Mail Settings
            • Create a Client Registration User
            • Configure Security
            • Connect
              • Linux Client-Aureum Registration
              • Security Levels
              • Create an Export
              • Install a Linux-based Aureum Client
                • Mount Aureum (Linux)
                • Unregister a Linux Client from Aureum
                  • Windows Configuration
                    • Join a Domain
                    • Create a Share
                    • Mount an Aureum Windows Share
                      • POSIX Compliance
                      • Information and Resources
                      • Index

        Introduction | 6

        How Aureum WorksPeaxy designed Aureum for flexibility accessibility scalability and ease of use Heres how it works

        Aureum sits on top of your own industry-standard hardware resources Based on your Aureumconfiguration the Peaxy software creates a number of Peaxy-specific nodes to use when building thesystem Peaxy nodes cannot be used for any other purpose This makes expansion as easy as addingnew resources (servers) to an existing environment

        You dont need to manually create the individual nodes Peaxy software creates the container layerbased on the way you configure Aureum

        Resources that are included in Aureum but not used immediately become spares which are availableon an as-needed basis This allows all Aureum software components to recover from most failurescenarios without manual intervention as long as there are enough spare resources to allow self-healing It also allows you to expand the capacity of a storage class

        The following terms explain the abstraction and components of the Aureum architecture

        bull Aureum A Peaxy storage and data access facility that manages all of its components within asingle namespace allowing total data access without bottlenecks

        bull Hyperserver Either a namespace server or a data space server that manages between one andfour Aureum node members The Aureum namespace enables single disk IO access and allowsthe entire namespace to be persistently contained in RAM for better performance although thenamespace also resides on disk Subsequent directory lookups are done without touching the diskThe Aureum architecture accelerates file access by an order of magnitudeNamespace Hyperserver

        A namespace hyperserver contains the path name and system metadata Namespacehyperservers run the namespace service (NS) The namespace is partitioned across allhyperserver members Each namespace hyperserver within Aureum contains a portion of thenamespace information

        Data Space HyperserverA data space hyperserver contains actual user data Data space hyperservers run the dataservice (DS) All of the data in Aureum is distributed across all of the data hyperserversconfigured for data use under the rules of the data policy and assigned storage class withbetween zero and three copies stored

        bull Hypervisor A hypervisor manages multiple nodes on one host In most cases the termshypervisor server and host are interchangeable Note however that a hypervisor is not the sameas a hyperserver

        bull Analytics Service The analytics service (AS) manages the system analytics providing a clear wayunderstand how Aureum is managing data The analytics service is the force behind the analysisviews The analytics service is managed by the analytics node

        bull Search Service The search service provides advanced search capabilities and powers Peaxy Findmaking it possible to find data across Aureum Searches are performed using a search query onan index or alias (group of indexes) that administrators create The search service is based onApache Lucene project Solr and SolrCloud SolrCloud provides the ability to set up a cluster ofSolr servers that combines fault tolerance and high availability enabling distributed indexing andsearch Administrators configure servers to support either data access or the search service duringinstallation

        bull Storage Class The storage class is the abstraction that specifies performance redundancy andavailability characteristics of all the data hyperservers of the class User-defined data placementpolicies govern the data stored on each storage class

        bull Data Class Data classes provide a way to perform storage management and access control basedon a directory structure This allows you to manage your storage based on a logical structure suchas teams and projects complementing the hardware-oriented resource management capabilitiesoffered by storage classes

        bull Data Policy The data policies you create provide Aureum with the instructions about where data isstored as well as when and how data will be moved

        bull Node Peaxy virtualization node created in containers Peaxy software creates the entire filesystem from virtual constructs Nodes that are members of a hyperserver store copies of the same

        Introduction | 7

        data or metadata Aureum sets the number of copies during the initial configuration and based onthe attributes of the storage class Aureum creates these nodes solely for its own use

        bull Aureum Management Service Aureum management service (AMS) allows you to create and useAureum from physical resources

        Overview of Aureum Building BlocksEach part of the Aureum architecture builds on the next To build an Aureum system

        1 Rack and cable any physical servers and ensure the resources are accessible on the network2 Provision your resources and configure your physical storage Hardware provisioning is the task of

        Admin users and cannot be delegated3 Install the Peaxy software Installation is described in the this guide

        The Aureum manager (AMS) uses the configuration settings you define when Aureum creates thenodes It groups them into the appropriate types of hyperservers Aureum uses your configurationsettings to determine the optimal ratio of namespace hyperservers to data space hyperservers

        4 Create storage classes and ingest policies for your environment

        All of the resourced hyperservers aggregate and become a fully functioning Aureum systemconnected to your network

        5 Create data classes to manage storage and access control based on the logical organization ofyour teams and projects

        6 Begin ingesting data into Aureum

        After the basic setup is complete you can add storage classes and data policies as well as optionalreplication partners When planned correctly these let you automate most data management andadministrative tasks

        Aureum provides the Peaxy Management Tool (PMT) a powerful and intuitive browser-based UI formanagement Access data through a Linux-based client or a Windows domain share Peaxy providesseveral roles and allows the creation of others to ensure that the right access level is granted to usersand groups

        Install Aureum

        In this section

        bull Resource Requirementsbull Aureum Configuration Settingsbull Port Requirements and

        Firewall Settingsbull Prepare Aureum Installation

        Resources (Linux)bull Prepare Aureum Installation

        Resources (Windows)bull Install the Softwarebull Continue the Installationbull Create an Admin Accountbull Import an Aureum Licensebull Provide Aureum Informationbull Add Resourcesbull Create a Default Storage

        Classbull Define Outgoing Mail Settingsbull Create a Client Registration

        Userbull Configure Securitybull Connect

        Make sure you have sufficient resources for the Aureum system youare creating After the hardware is racked and accessible to thenetwork use the Aureum manager to create the system

        Install Aureum | 10

        Resource RequirementsThe requirements for the hardware are minimal and depend on the Aureum configuration you define

        The software installation image is self-contained and does not have outside software requirements

        Minimum Hardware Requirementsbull Three or more servers compatible with Red Hat Enterprise Linux version 7 64-bit 1

        bull Each server should have a minimum of 24 GB RAM and one core per physical device (diskLUN)bull One or more 1 or 10 Gigabit Ethernet connectionsbull One 2 GB USB stick per serverbull One available USB port on each server

        Important If you are planning replication you can replicate across only same-sized drives Forexample replication must be between multiple 1 TB drives or between multiple 2 TB drivesand so on

        Aureum SolrCloudCompute Node Requirementsbull 4 or more CPU coresbull 64 GB RAMbull 1 TB local storage

        Aureum FUSE Client RequirementsAureum clients may be run on either physical or virtual machines and can use either 1 Gigabit or 10Gigabit Ethernet connections

        Additionally the client requires

        bull 1 or more CPU coresbull 2 GB RAMbull Red Hat Enterprise Linux version 5 6 or 7 64-bit or CentOS 5 6 or 7 64-bit or laterbull FUSE (the Linux File System in User Space)

        Aureum Windows Client RequirementsAureum clients may be run on either physical or virtual machines and can use either 1 Gigabit or 10Gigabit Ethernet connections

        Additionally the client requires

        bull 1 or more CPU coresbull 2 GB RAMbull a supported operating system

        2008 SP2 x86 and 64-bit

        2008 R2 64-bit

        2012 64-bit

        Windows Server

        2012 R2 64-bit

        Vista x86 and 64-bit

        Windows 7 x86 and 64-bit

        Windows 8 x86 and 64-bit

        Windows

        Windows 81 x86 and 64-bit

        1 The complete list of compatible hardware is available at httpshardwareredhatcom

        Install Aureum | 11

        Windows 10 x86 and 64-bit

        Aureum Configuration SettingsConfiguration settings are needed to install and configure Aureum There can be additional optionalsettings

        Table 1 General and Network Settings

        Item Description Example

        Aureum name Names can be up to 14 alphanumeric characters and cancontain dashes (-) and underscores (_)

        Aureum_One

        Aureum IPaddress

        This is a floating IP address that is used for communicationto and from Aureum Communication can be donethrough the Aureum IP address Peaxy recommendsthat organizations create a DNS entry for Aureum that ismapped to the IP address allowing you to refer to Aureumby a more meaningful name

        10213119

        IP addresses A list of IP addresses or one or more ranges of IPaddresses that the configuration wizard can use to assignIP addresses to discovered hypervisors If you includemultiple ranges the Aureum manager will use all availableIP addresses in the first range before moving to thesecond

        151145011715114520 - 94

        Gateway Aureum needs to be assigned a default gateway addressThe gateway is used by each hypervisor and node thatcomprises Aureum

        1721601

        Subnet mask All hypervisors making up Aureum must reside in the samesubnet This is defined by the subnet mask

        25525500

        DNS domainsuffix

        Working with the DNS server the domain suffix identifiesthe server within a smaller network (like a computer lab)

        peaxynet

        DNS server list A list of up to three DNS servers to use 55219208672222228888

        Time zone The time zone to use (UTC-800) Pacific

        NTP server The IP address of the network time protocol (NTP)server that Aureum should use to coordinate time acrossthe entire namespace even if the servers within thenamespace are in disparate locations This can be criticalwhen Aureum needs to compare timestamps

        0poolntporg1poolntporg

        Averageexpected file size

        The selection here is used by the system to determine themost efficient ratio of namespace hyperservers to datahyperservers

        bull Small files (less than 1MB)bull Medium files (less than 20MB)bull Large files (greater than 20MB)bull A mixture of file sizes

        Large files (greaterthan 20MB)

        Replication factor The number of replicas created for data when the filesare assigned to a particular storage class Setting thereplication factor to 2 indicates that the original and one

        2

        Install Aureum | 12

        Item Description Exampleadditional replica of the data are saved providing higheravailability Valid options are 2 3 and 4

        Use the appropriate replication factor for each storageclass to implement the best level of protection for criticaldata and to limit wasted consumption for sandboxes andother nonessential data For data that is not critical or forsandboxes you can choose a lower replication factor Usea high replication factor for data that is critical or accessedoften

        Table 2 Emailer Settings

        Item Description Example

        Email server The name of the email server This is usually an SMTPserver

        smtpgmailcom

        Server port By default port 587 is used Only change this if corporateor security requirements demand it

        587

        Email serveraccount

        Enter a valid email account Aureum uses this account tosend email notifications and replacement passwords

        memycompanycom

        Password The password that is associated with the valid emailaccount

        Send from Only change this if your SMTP server allows it and yourcorporate requirements demand it Normally only serversusing TLS require this entry

        memycompanycom

        Port Requirements and Firewall SettingsBecause Aureum uses the network for traffic specific ports must be available

        The following table describes the ports that must be open for Aureum traffic and client connections

        Port Type Used for

        53 DNS DNS

        443 TCP Encrypted traffic

        514 UDP Log Server

        3033 TCP Statistic collection

        8001 TCP Analytics server

        8080 HTTP Windows client

        8443 TCP Encrypted traffic

        10011 UDP LinuxFUSE client

        Prepare Aureum Installation Resources (Linux)The software is installed on each server resource that will become part of Aureum Aureum ishardware agnostic but there must be adequate resources to complete the installation Each serveruses a USB stick to install the software

        Make sure that you have the required basic resources described in Resource Requirements Downloadthe software files from wwwpeaxynetsupport A login is required

        Install Aureum | 13

        1 Download the software installation files

        bull Release-ltreleasenumbergtimg is the image to be copied to a USB stick that will initializethe hardware

        bull Release-ltreleasenumbergtmd5 is the checksum file that validates the validity of the imagebull samsp-ltreleasenumbergtzip is a compressed file that contains the utilities to move the

        image to the USB stick and for the initial configuration of Aureumbull The Aureum client file

        bull hfclient-fuse-ltreleasenumbergttargz - the Aureum Linux client installation file2 From a command prompt on your workstation uncompress the installation files Type

        sudo unzip samsp-ltreleasenumbergtzip -d tmp

        3 As root launch the image copier Double click img-copiersh and click Run on the dialog thatappears

        4 Browse to the software image you downloaded (the img file) and select this file

        5 Type a label for the USB sticks

        The label is used to identify the system during the initial installation and becomes the name of theserver on which it is installed If you use the same label on different sticks the software will add anumeric suffix when creating the host name for example HOST-01 HOST-02 and so on Labelscannot exceed 16 charactersYou can provide a different label for each USB stick but to do so you must copy the image file toeach stick individually

        6 Insert the USB sticks into a port on your workstation or a hub connected to your workstation andthen click REFRESH to make them visible to the image copier tool Select the sticks you want fromthose displayed in the destination drives list The USB stick must be at least 2 GB

        7 Leave Verify copy operation enabled Peaxy strongly recommends that you do not skip this step

        Install Aureum | 14

        Depending on the speed on the USB sticks it can take several minutes to complete theverification

        8 Enable hypervisor protection if requiredEnable hypervisor protection if the underlying storage consists of non-redundant JBOD (acollection of hard disks that have not been configured to act as a RAID) This creates a softwareRAID 5 configuration for the container store used by AureumYou can disable hypervisor protection if you have a hardware RAID under the disk volumes Thisallows Aureum to use a higher-performing RAID 0 configuration instead

        9 Click START10After the copy is complete click EXIT and remove the USB sticks from the workstation or USB hub

        The USB stick now contains a bootable image of the Aureum installation software

        Prepare Aureum Installation Resources (Windows)The software is installed on each server resource that will become part of Aureum Aureum ishardware agnostic but there must be adequate resources to complete the installation Each serveruses a USB stick to install the software

        You must have administrator permissions to install the Aureum software

        Your workstation must be running the Java Runtime Environment (JRE) 17 or higher installed in orderto run the image copier

        Make sure that you have the required basic resources described in Resource Requirements Downloadthe software files from wwwpeaxynetsupport A login is required

        1 Download the software installation files

        bull Release-ltreleasenumbergtimg is the image to be copied to a USB stick that will initializethe hardware

        bull Release-ltreleasenumbergtmd5 is the checksum file that validates the validity of the imagebull samsp-ltreleasenumbergtzip is a compressed file that contains the utilities to move the

        image to the USB stick and for the initial configuration of Aureumbull The Aureum client file

        bull hfclient-fuse-ltreleasenumbergttargz - the Aureum Linux client installation file2 On your Windows workstation move to the location of the zip file and unzip the file using any

        uncompression program3 Move to the location of the uncompressed file and double-click the executable to start the

        installation4 With administrator privileges launch the image copier Double-click img-copierbat

        Install Aureum | 15

        If the image copier does not launch properly you might need to add javaw to your path Refer toyour Windows Operating System help for instructions

        5 Browse to the software image you downloaded (the img file) and select this file then click Run6 Type a label for the USB sticks

        The label is used to identify the system during the initial installation and becomes the name of theserver on which it is installed If you use the same label on different USB sticks the software willadd a numeric suffix when creating the host name for example HOST-01 HOST-02 and so onLabels cannot exceed 16 charactersYou can provide a different label for each USB stick but to do so you must copy the image file toeach stick individually

        7 Insert the USB sticks into a port on your workstation or a hub connected to your workstation andthen click REFRESH to make them visible to the image copier tool Select the sticks you want fromthose displayed in the destination drives list The USB stick must be at least 2 GB

        8 Leave Verify copy operation enabled Peaxy strongly recommends that you do not skip this stepDepending on the speed on the USB sticks it can take several minutes to complete theverification

        9 Enable hypervisor protection if requiredEnable hypervisor protection if the underlying storage consists of non-redundant JBOD (acollection of hard disks that have not been configured to act as a RAID) This creates a softwareRAID 5 configuration for the container store used by AureumYou can disable hypervisor protection if you have a hardware RAID under the disk volumes Thisallows Aureum to use a higher-performing RAID 0 configuration instead

        10Click START11After the copy is complete click EXIT and remove the USB sticks from the workstation or USB hub

        The USB stick now contains a bootable image of the installation software

        Install the SoftwareThe installation software on the USB stick installs the Peaxy software and lets you create Aureum

        1 Insert one prepared USB stick into each server Servers must have a console attached or beaccessible via an IPMI management tool

        Install Aureum | 16

        2 Apply power to the servers either individually or with a few seconds in between to complete the

        next steps

        Note If you have already configured your server to boot from USB skip steps 3 4 and 5

        3 Enter the server BIOS and instruct the server to boot from the USB stickThe method used to enter the BIOS depends on the server

        4 Ensure that the virtualization setting is enabled in the BIOS5 Save the BIOS changes and reboot the server from the USB stick

        After the server has booted from the USB stick and launched the installation software you will seea message at the bottom of the screen telling you that the server is being prepared for installationThis boot process has placed the servers in a discoverable state this plays a role in the nextphase of the installation process

        Continue the InstallationAfter the servers have been prepared and the software has been installed begin the configuration

        1 On your workstation disable the firewall

        On Red Hat Enterprise LinuxCentOS 7 systems use the following commands

        systemctl stop firewalld

        systemctl disable firewalld

        On other Linux-based operating systems use the following commands

        service iptables stop

        service ip6tables stop

        chkconfig ip6tables off only include this command if you want to permanently turn thefirewall off

        chkconfig iptables off only include this command if you want to permanently turn thefirewall off

        2 On your workstation disable SElinuxYou can check the status of SElinux with sestatus The result should appear as SELinuxstatus disabledIf you do not see disabled

        1 Edit etcselinuxconfig and set the SELINUX variable to disabled2 Reboot your client workstation

        3 On the workstation launch the Aureum installation management tool Type

        sudo tmpsamsp-400ltversiongtsamspsh

        Install Aureum | 17

        You should see something similar to the following

        Launching Management Server Platform version 400rootOpen your browser and enter the URL httpslocalhost to continueDo not terminate samsp it is required to complete cluster configurationYou can view tmpsamsp-40010872logmsplog for detailed progress activity

        Important Do not terminate samsp because it is needed to complete clusterconfiguration

        4 Open a browser and type

        httpslocalhost If you are running the browser on the same workstation running the stand alone MSP orhttpsltip addressgt IP address of the workstation running the standalone MSP

        This launches the Peaxy Management Tool If prompted accept the self-signed Peaxy certificate

        After the initial setup is complete the IP address changes in the browser address bar This isexpected and correct behavior Now the installation portion of the AMS exits and the integratedAureum manager becomes active

        In the next step the Aureum manager guides you through the initial configuration process

        Create an Admin AccountThe first step in configuring a new Aureum system is to supply the details for the Admin account Afterthe installation process is complete and Aureum is up and running the Admin account is used to loginto the Aureum web UI (PMT) to perform additional administration tasks such as creating other useraccounts and a client registration password

        Important The Admin account has access to critical areas of Aureum Ensure that the Adminaccount is secure

        1 Type an email address for the accountThe AMS verifies that the email address is formatted correctly but does not check the validity ofthe email address itself This is the email address to which emails are sent

        Note When setting the outgoing mailer settings the use of a customized email addressis highly dependent on the mail server While it might be possible to use a custom emailSEND FROM address many mail servers (such as Gmail) do not allow sending email usinganything other than the registered user account name

        2 Type a user name for the accountThe user name must be between 3 and 32 characters and can contain letters numbers dots ()and at signs ()

        3 Type a password to be associated with the user name in the previous stepPasswords are case sensitive and should be secure Best practice shows that you should changepasswords regularly

        4 Confirm the password by retyping the password exactly as you entered it aboveWhen all of the fields are complete and have the correct format the SUBMIT button turns fromgray to blue

        5 Click SUBMIT

        The user account information is now created and stored

        Important Set up the outgoing emailer settings as soon as possible after completinginstallation of Aureum If you forget or lose your password Aureum cannot send you a newone until the outgoing email is configured

        Install Aureum | 18

        The next step is to import the Aureum license

        Import an Aureum LicenseImporting the license for an Aureum instance activates the Peaxy software License types are assignedto the Admin account that you created at the beginning of the installation

        Before you create an Aureum system make sure that you have received your license from Peaxy andthat the license details are correct

        Each time you create an Aureum instance you must import a license

        1 Select the license to import or drag it onto the files areaThe license is a bdl file that contains all of the files needed to install the license

        2 Click IMPORT3 The system installs the license and continues to the next step

        Provide Aureum InformationDefining a few basic configuration items is the first step in setting up Aureum

        During the first steps of the initial configuration you provide the basic information needed to createAureum its components and the namespace details

        1 Enter the Network settingsa) Enter the gateway addressb) Enter the subnet maskc) Enter the primary DNS domain suffix and up to three DNS server addresses

        DNS servers must be entered as IP addresses Each DNS server is on a separate line2 Enter the General settings

        a) Enter a name for this Aureum instanceNames can be up to 14 characters and can contain letters numbers dashes and underscores

        b) Optional Enter a location for the Aureum system for example ldquodatacenterrdquo or ldquoPhoenixofficerdquo

        c) Enter the Aureum IP addressd) Optional Enter up to three NTP servers

        Including an NTP server ensures that the time stamp for Aureum is always correcte) Select the time zone to use from the drop-down menu

        This ensures that all nodes in Aureum use the same time zone3 Define the Namespace settings

        Install Aureum | 19

        a) Select the average file size that you expect Aureum to containYour expected average file size selection is used by Aureum to determine the most efficientdistribution of hyperservers Aureum uses the selection you make here to determine theestimated ratio of namespace hyperservers to data hyperservers

        b) Set the default namespace replication factor from 2 to 4The namespace replication factor is the number of replicas that Aureum creates for thenamespace

        4 Click CONTINUE

        Add resources to Aureum You can also click CANCEL to cancel the installation

        Add ResourcesResources refer to the physical servers that will make up Aureum These can be any commodity serversuch as a 1U or 2U server with any number and size of disks These resources are used to build thenamespace and data hyperservers that form the heart of a running Aureum system

        Note After a resource has been added Aureum claims the complete resource Unusedportions of a resource are designated as spares and are used in case of a failure or expansion

        1 The system locates all physical servers that have been booted using USB sticks and are currently indiscovery stateYou will see a list of the servers available for inclusion Use the filter to narrow your search by servername

        2 Select the servers to add to Aureum

        Servers scheduled for selection have a check mark to the left Select the box beside SERVER NAMEto select all servers in the list

        3 Enter the required number of IP addresses or an IP range The number of IP addresses neededappears above the IP ADDRESSES entry box

        The system determines the number of IP addresses needed to ensure that all Aureum componentscan communicate receiving requests and returning responses Addresses can be individual IPaddresses (xxxxxxxxxxxx) an IP address range (xxxxxxxxx - xxx) or an IP address with a wildcard(xxxxxxxxx) Separate the IP addresses with a space comma or newline

        Install Aureum | 20

        Aureum only supports IPv4 (the dotted quad format) For example

        192168100419216810015-2019216873

        4 Define the roles of the serversClick the ROLES column entry for a server and configure the servers to support either data accessor search (SolrCloud) While it is possible to configure a server to support both data access andsearch this setting is not recommended for a production deployment

        Note Aureum 40 supports SolrCloud clusters with one or three nodes Aureum 40 doesnot support SolrCloud clusters with either two nodes or more than three nodes

        5 Define the bonding for the network port cardsYou should see the same speed for all of the network interfaces (NICs) on this server Use the list ofall NICs that are bonded with the interfaces on this server to form your decision Inactive NICs arenoted as sucha) Click the ETHERNET column entry for the server whose bonding to configure

        If the column text is red some interfaces are not bonded to the server If the text is blue allavailable interfaces are bonded

        b) Place a check mark next to all of the interfaces to bond to this server Remove the check markfor those interfaces you do not want included in the bond

        6 Optional Toggle the server beacon on or offBeacon signals guide you to the server in question This is often used when troubleshooting tolocate a specific server in a large group of servers

        7 Click CONTINUEWait for the installation wizard to verify that the IP addresses you entered are valid and can beused The system assigns the IP addresses and sets the state to Pending

        8 Click START INSTALLATIONThe button changes from START INSTALLATION to INSTALLATION IN PROGRESS The systemassigns the resources to Aureum and determines the necessary number of dedicated nodesneeded for the configuration The progress is displayed but you can also use the Log link to followindividual progress If some of the servers are not yet ready wait a few moments and retry

        The installation process will take some time typically 10 to 20 minutes When complete the IPaddress in the browser will switch from the local IP of your workstation to the Aureum IP addressthat was entered earlier This signals the transition from the AMS you launched earlier (samsp) to theintegrated PMT that is now running on Aureum

        The next step is to create a default storage class

        Create a Default Storage ClassA storage class groups and manages data hyperservers with similar replication factors capabilitiesand performance configuration

        You must configure at least one storage class to use as the default during the initial Aureumconfiguration You can create more storage classes at any time as long as you have the resourcesnecessary

        1 You are presented with the create Initial Storage Class option2 Enter the required information to create the storage class

        a) Type a name for the storage classClass names can be up to 14 text characters

        b) Define the performance levelPerformance levels based on throughput and seek time Select the paired setting that is best foryour expected usage For the widest option select ldquoAnyrdquo

        c) Set the replication factor

        Install Aureum | 21

        Remember all hyperservers assigned to this storage class will use these settings

        Note You must include at least the same number of resources to create the specifiedreplication factor For example you cannot have a replication factor of three in anAureum system with only two servers

        Because each replication requires some amount of storage the replication factor selectedaffects the amount of total storage available

        Tip The Aureum data space is partitioned through all the data-capable hyperserversEach hyperserver can be configured to offer a specified replication factor This lets youstore vital data with high redundancy while more transient data can skip replication inorder to optimize storage and performance costs

        d) Optional Enable flexible space allocationEnabling flexible storage space allows the members of the storage class to consume thecapacity needed When more storage space is needed more is allocated automaticallyregardless of the initial allocation Peaxy recommends this option for general use Some casesmight have different needs

        e) Optional To make this the default storage class select YESAll data that does not meet the conditions in a specific data policy will be stored on the defaultstorage class (See data policies in the Aureum Administrator Guide)

        3 Click CREATE STORAGE CLASS4 To complete the initial installation and configuration click FINALIZE AUREUM then click YES to

        confirm the configuration is correct

        Important After you click FINALIZE you must wait for the health indicator on the Aureumcard or list turn green before using Aureum

        The Aureum installation is complete and the PMT shows the main Aureum window To configureadditional Aureum storage classes and data policies and to understand how to monitor Aureum seethe Aureum Administrator Guide

        Define Outgoing Mail SettingsIn order for Aureum to send email notifications and provide lost password recovery you must tellAureum how to send email alerts

        Important Configure outgoing email settings as soon as reasonably possible If you lose orforget your password Aureum cannot send reset instructions until you configure the emailsettings

        1 Select EMAILER CONFIG from the SETUP WIZARD pane or from the Navigation menu select EMAILER

        2 Type the email (SMTP) server to use when sending the emailThe email server must be accessible from Aureum

        Install Aureum | 22

        3 By default the system uses port 587 This is usually the right setting Only change the EMAILSERVER PORT if your organizations SMTP server requires it

        4 Enter a valid user account and password that Aureum will use to send email from this server5 Optional SEND FROM is required only if your email server requires Transport Layer Security (TLS)

        If this is the case type the SEND FROM email addressGenerally the recommended SEND FROM address is a working system administrator account

        6 Click SAVE

        Create a Client Registration UserThe Aureum client registration user and password allow client authentication at mount time

        This allows you to create a custom account for authenticating client mounts

        1 Click REGISTRATION2 Type a name for the user This will be the username that is authorized to type in the registration

        password when an Aureum client is installed3 Type the client registration password This password is used to register the Aureum client for

        authentication at mount time4 Click SAVE

        Configure SecurityDefine define the level of security for client communication

        1 Click SECURITY LEVEL2 Slide the controller to the level of security your data will use

        3 Click ACCEPT

        ConnectAn Aureum client mounts Aureum and allows access to folders and files Peaxy provides clientsoftware for Linux users and allows Windows users to access Aureum through a Windows share

        The Linux-based client uses a FUSE component to remotely access Aureum services Almost all Linuxinstallations include FUSE so you should not need to do anything extra

        The Aureum client has a small footprint A very limited set of memory and CPU cycles are needed toperform the client functions Also the Aureum client can be used concurrently with other clients forNFS and other network file systems

        When you install the client the client drivers are added to the default system directories To accessthese directories use the mount command (more commonly known as mapping a drive in Windows)to mount the client to the directory

        Install Aureum | 23

        Mounting a client to an Aureum directory loads all the data structures necessary for the client tointeract with Aureum As the structures change Aureum updates them In order for a client to accessAureum all that is necessary is that the client know the IP address or URL to which the client willconnect and the client-Aureum registration password

        Also available is the ability to join a Windows domain and create domain-authenticated users who canaccess different areas of Aureum

        Linux Client-Aureum RegistrationThe minimum security level for Aureum is the authenticated mount To ensure that unauthorized usersdont gain access to data Peaxy provides an authenticated mount between Aureum Linux clients andAureum using certificates and registration

        Note The process described in this section applies to Linux clients Windows domains userswith credentials from an Active Directory access Aureum through a Windows share

        Security is always an important part of any system that provides data access especially when theaccess spans many users and locations Peaxy provides a registration process where the clientand server exchange certificates which are used to authenticate subsequent connections Theregistration provides a mutual authentication method between the client and Aureum allowing theclient access Only authenticated clients are allowed to mount Aureum Other clients cannot use thesame authentication as part of the certificate registration Aureum generates a client key pair that isunique to each client-Aureum connection

        How It WorksThe AMS requires a dynamic registration at the initial mount time As part of the registration Aureumgenerates a key pair unique to each client This key pair is persistent so you do not need to re-register the client each time you mount Aureum

        This initial registration is required the first time the client mounts Aureum and requires a specialregistration password that is unique to Aureum This password is entered by the Aureum administratorat the workstation on which the client is installed Subsequent client mounts use the client certificateissued during registration

        Security LevelsAureum offers varying levels of security

        The security level is visible on the Aureum card or list and is indicated in the SECURITY section by thenumber of total locks that are green Gray locks indicate how many additional security levels you canselect For example if there are four total locks and three are green your current security level is 3Message Integrity

        bull Data Confidentiality all data in and out of Aureum is verified and encryptedbull Message Integrity message authentication codes verify message integritybull Kerberos Authentication use the Kerberos authentication protocol as the mechanism for

        authentication between a client and a server or between one server and another serverbull Authenticated Mount use X509 certificates to mutually authenticate and validate all Aureum

        clients and hyperservers in Aureum

        Create an ExportCreate an export to allow Linux clients to mount and access Aureum

        1 From the Navigation menu select SECURITY gt EXPORTS2 Type the export name3 In the EXPORT CONTENT IN field choose the data class to export

        The IN DIRECTORY field automatically populates with the path specified by the chosen data classYou can extend this path but you cannot shorten it For example if the data class specifies the

        Install Aureum | 24

        engineeringsoftware directory you can extend this path to be engineeringsoftwareqa However youcannot shorten the path to be engineering

        Note The system root data class specifies the root () directory You can extend this path inany way you choose The path must start with a slash and wildcards are not allowed

        4 Optional Include a description to provide more information about the export5 Click CREATE6 To edit or delete an export click the corresponding entry in the list

        bull To edit the export make the changes needed in the edit panel and click SAVE CHANGESbull To delete an export click the corresponding trash can icon ( ) and confirm the deletion

        Install a Linux-based Aureum ClientYou install the Aureum client on physical hardware or on a workstation in the cloud Use the client tomount and access Aureum directories

        Before installing the client make sure that your system meets the minimum requirements describedin the Requirements section of this document

        Note Aureum uses FUSE in Direct IO mode for better performance The version of FUSErunning on older versions of CentOS Red Hat Enterprise Linux doesnt support mmap whenFUSE is being used this way This might cause some mmap functions such as ACCESS_WRITEMAP_SHARED and PROT_WRITE to fail You can use the mount flag --disable-direct-io-mode to disable Direct IO mode

        If you choose to use Direct IO mmap will be disabled on CentOS56 and 57 since those versionsdont support mmap with direct IO Enabling this option will result in a significant performancedegradation on clients using this option Peaxy strongly recommends that you upgrade to a newerversion of Linux

        Ensure FUSE and its dependencies have been installed on each client If it has not been installedinstall FUSE according to the instructions for the package you chose On CentOS for example installthis by typing

        sudo yum -y install fusex86_64 fuse-develx86_64 fuse-libsx86_64

        The version numbers for your installation may differ

        If you have installed a version of the fuseko module that is not the Peaxy-specific version runadditional commands at the end of the installation process This prevents kernel-oops messages fromconsuming all of the space in the varspool directory These messages indicate a benign conditiondue to a Linux FUSE problem

        Run the following commands

        chkconfig --levels 2345 abrt-oops off service abrt-oops stop

        Note The client installation sets the following values automatically

        Parameter Value set to

        netipv4tcp_tw_recycle 1

        netipv4tcp_fin_timeout 2

        netcorewmem_max 2097152

        netcorermem_max 2097152

        netcorewmem_default 2097152

        netcorermem_default 2097152

        Install Aureum | 25

        1 Download the Aureum client file from the support section of the Peaxy website at wwwpeaxynetsupport (login is required)The file is downloaded as a targz package and contains an installer It has a name similar tohfclient-fuse-400ltbuildnumbergttargz

        2 Unpack the distribution file by typing the following

        tar -zxvf hfclient-fuse-400ltbuildnumbergttargz

        You will see something like the following

        hfclient-fuse-400hfclient-fuse-400setupshhfclient-fuse-400scriptshfclient-fuse-400scriptsupdatedbshhfclient-fuse-400scriptsc_rehashshhfclient-fuse-400scriptssysctlshhfclient-fuse-400scriptsunregshhfclient-fuse-400scriptsconfshhfclient-fuse-400binhfclient-fuse-400binfusehfCentOS-5xhfclient-fuse-400binfusehfhfclient-fuse-400confhfclient-fuse-400confhfconftgz

        3 While logged in as root run setupsh installThe driver files are installed in the default system directories You will see something similar to thefollowing

        sudo setupsh install

        Installer for Peaxy Aureum Client version 40

        Checking package contentsInstalling hf client binariesremoved `optpeaxy-40sbinfusehf`binfusehf -gt `optpeaxy-40sbinfusehfInstallation complete

        Mount Aureum

        Mount Aureum (Linux)After the client is installed use the mount command to mount Aureum

        At a command prompt type

        sudo mkdir -p ltmnt_pointgtsudo mount -t fusehf hfltmgmt_ipgt ltmnt_pointgt -o user=ltclient registration usernamegt

        where ltmgmt_ipgt is the Aureum IP address for example 172161061 and ltmnt_pointgt is thedirectory that will serve as your local mount point for example mntpeaxy

        If you omit -o user=ltclient_user_namegt you would be prompted for the password associatedwith the local admin account to complete the client registration Best practice is to always create aclient registration account and use that password

        The first time you mount the client to Aureum you will be prompted for a registration passwordto allow client-Aureum authentication Type the client registration password Otherwise youradministrator must do this for you

        Peaxy strongly recommends that you change the password often especially after typing the passwordfor a client registration

        If you or your IT administrator have associated a DNS entry with the Aureum IP address you mightwant to use the DNS name as the name for your mount point

        Install Aureum | 26

        To configure the Aureum client to automatically mount on startup locate the etcfstab file andadd the line

        hfltmgmt_ipgt ltmnt_pointgt fusehf defaults 0 0

        where ltmgmt_ipgt is the Aureum IP address for example 172161061 and ltmnt_pointgt is the localmount point for example mntpeaxy

        Note If you are running CentOS 7 change this line to add the _netdev flag as below

        hfltmgmt_ipgt ltmnt_pointgt fusehf defaults_netdev 0 0

        You can now use the Aureum client to access Aureum

        Unregister a Linux Client from AureumYou can securely unregister an installed FUSE client from the Aureum system that it mounts

        Removing the registration renders the client unable to access Aureum If you use the all option youwill need to perform a new registration setup before you can mount Aureum again

        Unregistering a client is done by running the unregsh script Use the following procedure tounregister the client

        1 On the workstation running the client open a command prompt2 Move to optpeaxybin the location of the script3 Run the script

        bull Type sudo unregsh ltAureumgt to unregister the client from a specific Aureum systemReplace ltAureumgt with the Aureum system to unregister

        bull Type sudo unregsh all to unregister the client from all Aureum systems on which theclient is registered

        Note Peaxy strongly recommends using the all option before you decommission aclient workstation

        Windows ConfigurationDomain users with credentials from an Active Directory can access Aureum through a share

        After Aureum joins a domain it sets up network shares for chosen directories (including all containedsubdirectories) To domain users these shares look the same as any other folder that is accessible viathe network

        Unlike an Aureum client which mounts to the root of the volume a share allows a user to exportsubdirectories for more granular access

        Where to Find ItFrom the Navigation menu select SECURITY gt DOMAINS and SECURITY gt SHARES

        Join a DomainBefore you can create a share you must join a Windows domain

        You can pre-create a machine account in an Active Directory under a specified OU If you choose notto do so Aureum will try to add a computer account to the default location of ldquoComputersrdquo

        Important If Aureum is already joined to a domain joining another domain will replace thejoin not add to it Aureum will only be joined to the most recently joined domain

        1 From the Navigation menu select SECURITY gt DOMAINS2 Type the complete Windows domain to join for example engexamplecom3 Type the username with access to the domain The user must have the necessary permissions to

        join Aureum to the domain4 Type the password associated with the username or access to modify an object in the OU if the

        machine account was pre-created

        Install Aureum | 27

        5 In the NETBIOS NAME field set the Aureum computer account name you wish to be created in theActive Directory If Aureum is using a pre-created machine account in a specific OU then the nameyou specify here must match that name exactly

        6 Click JOIN

        After the domain has been joined the JOIN button changes to LEAVE To leave the domain clickLEAVE

        Create a ShareCreate a share to allow Windows users to connect to Aureum

        Before you can create a share you must join the appropriate domain

        1 From the Navigation menu select SECURITY gt SHARES2 Type the name of the share3 In the SHARE CONTENT IN field choose the appropriate data class

        The IN DIRECTORY field automatically populates with the path specified by the chosen data classYou can extend this path but you cannot shorten it For example if the data class specifies the engineeringsoftware directory you can extend this path to be engineeringsoftwareqa However youcannot shorten the path to be engineering

        Note The system root data class specifies the root () directory You can extend this path inany way you choose The path must start with a slash and wildcards are not allowed

        4 Optional Include a description to provide more information about the share5 Click CREATE

        6 To edit or delete a share click the share to be modified

        bull To edit the share make the changes needed in the edit panel and click SAVE CHANGESbull To delete the share click the trash can icon ( ) and confirm the deletion

        Mount an Aureum Windows ShareDomain-authenticated users can mount and access Aureum directories using a share

        After Aureum has been joined to a domain and the share has been created you can easily mount tothe share

        The exact mount process is based on your workstation OS

        Install Aureum | 28

        If you do not already know it you can determine the mount point from Aureum by navigating to theJOIN DOMAIN page and using one of the listed public IP addresses as the mount point Include theshare name when mounting

        Peaxy recommends that you take the list of public IP addresses and enter them into your DNS serverlisted under the Aureum NetBIOS name within the appropriate domain In cases where multipleaddresses are used the DNS server automatically round-robins the returned address This ensure thatclient connection load is distributed across the available nodes

        As a Windows example to mount a drive letter to Aureum Type

        net use ltdrive_lettergt ltpublic addressgtltshare namegt

        where ltdrive_lettergt is the drive letter to assign to Aureum ltpublic_addressgt is the IP address usedto join the domain and ltshare_namegt is the share

        You then log into the share using your domain-authenticated username and password For exampleMYDOMAINmyname

        After mapping the drive access Aureum through Windows Explorer just like you would any otherdrive

        If the share does not appear in the Windows Explorer after a change such as a system reboot occursrefresh the view using the Refresh icon ( ) The share should display correctly

        You do not have to assign a share to a drive letter however In Windows Explorer type the public IPaddress and share name into the address bar Provide your username and password

        POSIX ComplianceAureum provides a POSIX-compliant interface

        Most of the Aureum interfaces are POSIX compliant and adhere to the IEEE standard The following isa list of exceptions to compliance

        bull The directory nlink count is not incremented when a subdirectory is addedbull inode retention differs from the POSIX specification because there is no way to retain the original

        inode number when a rename entails a move to a different device You can display the datahyperserver extent ID instead of the namespace hyperserver Node ID to the caller in the statfamily of calls This does not change when a file or directory is renamed It does change if the file ismigrated from one data hyperserver to another

        bull If two mount points are held to the same Aureum and a file is closed on one Aureum does notremove a fcntl lock for the same file on another This is a variance on the way that NFS worksThe internal locking structures take into account the client ID which varies depending on the clientmount If there are two different mounts to a server Aureum treats them as separate machineswhich NFS does not

        bull The file locking call flock() is emulated using POSIX byte range locks (fcntl() ) The POSIXcompliance specification does not cover flock() This implementation mirrors the behavior ofNFS The Aureum behavior is slightly different and varies from the POSIX specification as follows

        1 As in NFS you must have write permissions to get a write lock2 As in NFS you cannot place both flock() and fcntl() locks on the same file as these locks

        will conflict3 An flock() will not inherit across forks4 The flock() will be durable against other file closes but fcntl() locks will not behave within

        the POSIX specification5 As well as being removed by an explicit f_unlock record locks are automatically released

        when the process terminates or if it closes any file descriptor referring to a file on which locksare held This means that a process can lose the locks on a file like etcpasswd or etcmtab if a library function opens reads and closes it

        Information and ResourcesThe latest news and information can always be found on the Peaxy website

        Peaxy provides documents that are designed for different audiences These documents furnish acomprehensive explanation of Aureum and how to use it Additionally information is available fromtooltips Each field has a tooltip that adds explanations and any limitations for the item

        The most current and accurate information available was included at the time this document wasprepared However changes may occur after the document is released Always read the ReleaseNotes for the most current information

        Aureum Installation GuideA step-by-step guide to installing and configuring Aureum into your network

        Aureum Administrator GuideA guide to understanding the Aureum architecture Provides details for planning configuring andmonitoring your implementation

        Quickstart SeriesA series of two-page guides providing an abbreviated set of instructions for Aureum tasks Theycan be taken in order or used as reminders for individual tasks

        Tech NotesSome technical issues are outside the scope of the regular documentation These are presented asTechnical Notes

        Contact Peaxy9 am to 5 pm Pacific Standard Time

        Main +1 (408) 441-6500

        Support +1 (408) 763-3700

        By phone

        Support toll free US only +1 (844) 277-3299

        General information infopeaxynet

        Sales salespeaxynet

        Support supportpeaxynet

        By email

        Documentation feedback feedbackpeaxynet

        Online wwwpeaxynetsupport (login required)

        Peaxy Inc

        2380 Bering Dr

        By mail

        San Jose CA 95131 USA

        LegalPeaxyreg and Aureumtrade are registered trademarks of Peaxy Inc

        All other trademarks belong to their respective companies

        CopyrightsThis document is copyright copy 2016 Peaxy Inc

        Aureum software includes portions of the following

        bull Amazon Web Services (AWS) Java SDK httpsawsamazoncomsdk-for-java and httpawsamazoncomapache-2-0

        bull Apache License Version 20 January 2004bull BEOPEN PYTHON OPEN SOURCE LICENSE AGREEMENT VERSION 1bull BSD 3bull crc32 routine COPYRIGHT copy 1986 Gary S Brownbull Element Tree used under the Python licensebull Erlang Public License (EPL) a derivative work of the Mozilla Public License Now provided under

        the Apache 20 licensebull GoogleAuth httpsgithubcomwstrangeGoogleAuthbull GNU Lesser General Public License Version 3 Copyright copy 2007 Free Software Foundation Inc

        and GNU Lesser General Public License Version 21 Copyright copy 1999 Free Software FoundationInc

        bull Samba is Free Software licensed under the GNU General Public License httpswwwsambaorgsambadocsGPLhtml the Samba project is a member of the Software Freedom Conservancy

        bull JSON-C Copyright (c) 2009-2012 Eric Haszlakiewicz and Copyright (c) 2004-2005 MetaparadigmPte Ltd

        bull Kerberos Copyright copy 1985-2009 now under the MIT 2 licensebull libcurl Copyright (c) 1996 - 2015 Daniel Stenbergdanielhaxxsebull lshow used under the GPL licensebull MIT (X11) Copyright copy 2007-2015bull RIAK Creative Commons (httpcreativecommonsorg licensesby30)bull Goldrush Copyright copy 2012 Magnus Klaarbull Meld Under ZPL licensebull NSIS (Nullsoft Scriptable Install System) copy 1999-2013bull OpenSSL License Copyright (c) 1998-2016 The OpenSSL Project and Original SSLeay License

        Copyright (c) 1995-1998 Eric Youngbull Protobuf Copyright 2008 Google Inc now under the BSD 3 licensebull Setup Tools (setuptools-06c11) Under ZPL licensebull Sodium crypto library (libsodium) ISC license Copyright (c) 2013-2015 Frank Denisbull Solr the Apache Lucene project Copyright copy 2010 The Apache Software Foundationbull TCL Copyright copy Regents of the University of California Sun Microsystems Inc Scriptics

        Corporation and other partiesbull The Apache Lucene project Copyright copy 2010 The Apache Software Foundationbull The Apache Tika project Copyright copy The Apache Software Foundationbull VirtualBox Copyright copy 2007 Oracle Corp as part of the GNU GPL V2 Licensebull YAWS Copyright copy 2006 Claes Wikstrom now under the BSD licensebull Apache zookeeper Under the Apache 2 license

        Index | 35

        Index

        bdl license file 18

        img 12

        MD5 12

        zip 12

        A

        access directories 24Active Directory 26add

        resources 19servers 19

        Admin 17administrator 17AMS 12 14 15 16Aureum IP address 11Aureum Manager 6 12 14Aureum name 18Aureum overview 5average file size 18

        B

        beacon turning on or off 19BIOS 15bonding network interface 19bootable USB 12 14browser 15button color 17

        C

        capacity 10 19CentOS 10checksum 12client registration 22clients 22configuration 11configure email 21connect 22contact 31create

        export 23share 27

        create Aureum 15create storage class 20

        D

        dedicated capacity 20dedicated nodes 5default storage class 20directory access 24discover resources 12 14 19discovery state Aureum nodes 12 14disk space required 10DNS server 11DNS servers 18documentation 31domain-authenticated user

        domain 27

        domain-authentication 22domain suffix 11download images 14

        E

        editsecurity level 22

        emailer settings 21Ethernet

        interface 10switch 10

        exportCIFS 23create an export 23

        F

        files needed 12 14firewall 12flexible capacity 20flock 29FUSE 10

        G

        gateway 11 18

        H

        hardware requirements 10how to reach Peaxy 31

        I

        image copier 12 14import a license 18initial configuration 18inode retention 29install

        client 24Linux client 24

        introduction 5iptables 16

        J

        javarequired version 12 14

        javaw 14

        K

        Kerberos 22 22 23

        L

        legal 33levels of security 23license files 18licenses 18

        Index | 36

        Linux client install 24localhost 15location 18

        M

        maintenance agreement 18management IP 15mapping 22mount Aureum 24 27mounting 22 22

        N

        namespace 18Navigation menu

        configuration 11security 22

        netBIOS 22NIC 19NTP server 11 18

        O

        outgoing email 21overview

        architecture 6Aureum building blocks 6components 6

        P

        password 17password limitations 17ports 12POSIX compliance 29primary domain 18primary domain suffix 11

        R

        RAM requirements 10realms 22reboot 12 14recommended configuration 10Red Hat Enterprise Linux 10replication factor 11 18 20resources

        needed 10run setup 16

        S

        samsp 12 14 16security 22 23security levels

        security 22 23select the license 18SElinux 16sestatus 16set performance levels 20settings 11setup 16share

        CIFS 27

        create a share 27Share 26SMTP 17 21software files 14space needed 10storage class creating default 20subnet mask 11Support hours 31

        T

        tar ball 24time server 18time zone 11 18

        U

        USB 15USB stick 10 12 14user account 17

        V

        virtualization 6 15

        W

        what youll need 11Windows

        domain 26join a domain 26share 27

        Windows client 10

        Y

        yum 24

        • Contents
        • Introduction
          • How Aureum Works
            • Install Aureum
              • Resource Requirements
              • Aureum Configuration Settings
              • Port Requirements and Firewall Settings
              • Prepare Aureum Installation Resources (Linux)
              • Prepare Aureum Installation Resources (Windows)
              • Install the Software
              • Continue the Installation
              • Create an Admin Account
              • Import an Aureum License
              • Provide Aureum Information
              • Add Resources
              • Create a Default Storage Class
              • Define Outgoing Mail Settings
              • Create a Client Registration User
              • Configure Security
              • Connect
                • Linux Client-Aureum Registration
                • Security Levels
                • Create an Export
                • Install a Linux-based Aureum Client
                  • Mount Aureum (Linux)
                  • Unregister a Linux Client from Aureum
                    • Windows Configuration
                      • Join a Domain
                      • Create a Share
                      • Mount an Aureum Windows Share
                        • POSIX Compliance
                        • Information and Resources
                        • Index

          Introduction | 7

          data or metadata Aureum sets the number of copies during the initial configuration and based onthe attributes of the storage class Aureum creates these nodes solely for its own use

          bull Aureum Management Service Aureum management service (AMS) allows you to create and useAureum from physical resources

          Overview of Aureum Building BlocksEach part of the Aureum architecture builds on the next To build an Aureum system

          1 Rack and cable any physical servers and ensure the resources are accessible on the network2 Provision your resources and configure your physical storage Hardware provisioning is the task of

          Admin users and cannot be delegated3 Install the Peaxy software Installation is described in the this guide

          The Aureum manager (AMS) uses the configuration settings you define when Aureum creates thenodes It groups them into the appropriate types of hyperservers Aureum uses your configurationsettings to determine the optimal ratio of namespace hyperservers to data space hyperservers

          4 Create storage classes and ingest policies for your environment

          All of the resourced hyperservers aggregate and become a fully functioning Aureum systemconnected to your network

          5 Create data classes to manage storage and access control based on the logical organization ofyour teams and projects

          6 Begin ingesting data into Aureum

          After the basic setup is complete you can add storage classes and data policies as well as optionalreplication partners When planned correctly these let you automate most data management andadministrative tasks

          Aureum provides the Peaxy Management Tool (PMT) a powerful and intuitive browser-based UI formanagement Access data through a Linux-based client or a Windows domain share Peaxy providesseveral roles and allows the creation of others to ensure that the right access level is granted to usersand groups

          Install Aureum

          In this section

          bull Resource Requirementsbull Aureum Configuration Settingsbull Port Requirements and

          Firewall Settingsbull Prepare Aureum Installation

          Resources (Linux)bull Prepare Aureum Installation

          Resources (Windows)bull Install the Softwarebull Continue the Installationbull Create an Admin Accountbull Import an Aureum Licensebull Provide Aureum Informationbull Add Resourcesbull Create a Default Storage

          Classbull Define Outgoing Mail Settingsbull Create a Client Registration

          Userbull Configure Securitybull Connect

          Make sure you have sufficient resources for the Aureum system youare creating After the hardware is racked and accessible to thenetwork use the Aureum manager to create the system

          Install Aureum | 10

          Resource RequirementsThe requirements for the hardware are minimal and depend on the Aureum configuration you define

          The software installation image is self-contained and does not have outside software requirements

          Minimum Hardware Requirementsbull Three or more servers compatible with Red Hat Enterprise Linux version 7 64-bit 1

          bull Each server should have a minimum of 24 GB RAM and one core per physical device (diskLUN)bull One or more 1 or 10 Gigabit Ethernet connectionsbull One 2 GB USB stick per serverbull One available USB port on each server

          Important If you are planning replication you can replicate across only same-sized drives Forexample replication must be between multiple 1 TB drives or between multiple 2 TB drivesand so on

          Aureum SolrCloudCompute Node Requirementsbull 4 or more CPU coresbull 64 GB RAMbull 1 TB local storage

          Aureum FUSE Client RequirementsAureum clients may be run on either physical or virtual machines and can use either 1 Gigabit or 10Gigabit Ethernet connections

          Additionally the client requires

          bull 1 or more CPU coresbull 2 GB RAMbull Red Hat Enterprise Linux version 5 6 or 7 64-bit or CentOS 5 6 or 7 64-bit or laterbull FUSE (the Linux File System in User Space)

          Aureum Windows Client RequirementsAureum clients may be run on either physical or virtual machines and can use either 1 Gigabit or 10Gigabit Ethernet connections

          Additionally the client requires

          bull 1 or more CPU coresbull 2 GB RAMbull a supported operating system

          2008 SP2 x86 and 64-bit

          2008 R2 64-bit

          2012 64-bit

          Windows Server

          2012 R2 64-bit

          Vista x86 and 64-bit

          Windows 7 x86 and 64-bit

          Windows 8 x86 and 64-bit

          Windows

          Windows 81 x86 and 64-bit

          1 The complete list of compatible hardware is available at httpshardwareredhatcom

          Install Aureum | 11

          Windows 10 x86 and 64-bit

          Aureum Configuration SettingsConfiguration settings are needed to install and configure Aureum There can be additional optionalsettings

          Table 1 General and Network Settings

          Item Description Example

          Aureum name Names can be up to 14 alphanumeric characters and cancontain dashes (-) and underscores (_)

          Aureum_One

          Aureum IPaddress

          This is a floating IP address that is used for communicationto and from Aureum Communication can be donethrough the Aureum IP address Peaxy recommendsthat organizations create a DNS entry for Aureum that ismapped to the IP address allowing you to refer to Aureumby a more meaningful name

          10213119

          IP addresses A list of IP addresses or one or more ranges of IPaddresses that the configuration wizard can use to assignIP addresses to discovered hypervisors If you includemultiple ranges the Aureum manager will use all availableIP addresses in the first range before moving to thesecond

          151145011715114520 - 94

          Gateway Aureum needs to be assigned a default gateway addressThe gateway is used by each hypervisor and node thatcomprises Aureum

          1721601

          Subnet mask All hypervisors making up Aureum must reside in the samesubnet This is defined by the subnet mask

          25525500

          DNS domainsuffix

          Working with the DNS server the domain suffix identifiesthe server within a smaller network (like a computer lab)

          peaxynet

          DNS server list A list of up to three DNS servers to use 55219208672222228888

          Time zone The time zone to use (UTC-800) Pacific

          NTP server The IP address of the network time protocol (NTP)server that Aureum should use to coordinate time acrossthe entire namespace even if the servers within thenamespace are in disparate locations This can be criticalwhen Aureum needs to compare timestamps

          0poolntporg1poolntporg

          Averageexpected file size

          The selection here is used by the system to determine themost efficient ratio of namespace hyperservers to datahyperservers

          bull Small files (less than 1MB)bull Medium files (less than 20MB)bull Large files (greater than 20MB)bull A mixture of file sizes

          Large files (greaterthan 20MB)

          Replication factor The number of replicas created for data when the filesare assigned to a particular storage class Setting thereplication factor to 2 indicates that the original and one

          2

          Install Aureum | 12

          Item Description Exampleadditional replica of the data are saved providing higheravailability Valid options are 2 3 and 4

          Use the appropriate replication factor for each storageclass to implement the best level of protection for criticaldata and to limit wasted consumption for sandboxes andother nonessential data For data that is not critical or forsandboxes you can choose a lower replication factor Usea high replication factor for data that is critical or accessedoften

          Table 2 Emailer Settings

          Item Description Example

          Email server The name of the email server This is usually an SMTPserver

          smtpgmailcom

          Server port By default port 587 is used Only change this if corporateor security requirements demand it

          587

          Email serveraccount

          Enter a valid email account Aureum uses this account tosend email notifications and replacement passwords

          memycompanycom

          Password The password that is associated with the valid emailaccount

          Send from Only change this if your SMTP server allows it and yourcorporate requirements demand it Normally only serversusing TLS require this entry

          memycompanycom

          Port Requirements and Firewall SettingsBecause Aureum uses the network for traffic specific ports must be available

          The following table describes the ports that must be open for Aureum traffic and client connections

          Port Type Used for

          53 DNS DNS

          443 TCP Encrypted traffic

          514 UDP Log Server

          3033 TCP Statistic collection

          8001 TCP Analytics server

          8080 HTTP Windows client

          8443 TCP Encrypted traffic

          10011 UDP LinuxFUSE client

          Prepare Aureum Installation Resources (Linux)The software is installed on each server resource that will become part of Aureum Aureum ishardware agnostic but there must be adequate resources to complete the installation Each serveruses a USB stick to install the software

          Make sure that you have the required basic resources described in Resource Requirements Downloadthe software files from wwwpeaxynetsupport A login is required

          Install Aureum | 13

          1 Download the software installation files

          bull Release-ltreleasenumbergtimg is the image to be copied to a USB stick that will initializethe hardware

          bull Release-ltreleasenumbergtmd5 is the checksum file that validates the validity of the imagebull samsp-ltreleasenumbergtzip is a compressed file that contains the utilities to move the

          image to the USB stick and for the initial configuration of Aureumbull The Aureum client file

          bull hfclient-fuse-ltreleasenumbergttargz - the Aureum Linux client installation file2 From a command prompt on your workstation uncompress the installation files Type

          sudo unzip samsp-ltreleasenumbergtzip -d tmp

          3 As root launch the image copier Double click img-copiersh and click Run on the dialog thatappears

          4 Browse to the software image you downloaded (the img file) and select this file

          5 Type a label for the USB sticks

          The label is used to identify the system during the initial installation and becomes the name of theserver on which it is installed If you use the same label on different sticks the software will add anumeric suffix when creating the host name for example HOST-01 HOST-02 and so on Labelscannot exceed 16 charactersYou can provide a different label for each USB stick but to do so you must copy the image file toeach stick individually

          6 Insert the USB sticks into a port on your workstation or a hub connected to your workstation andthen click REFRESH to make them visible to the image copier tool Select the sticks you want fromthose displayed in the destination drives list The USB stick must be at least 2 GB

          7 Leave Verify copy operation enabled Peaxy strongly recommends that you do not skip this step

          Install Aureum | 14

          Depending on the speed on the USB sticks it can take several minutes to complete theverification

          8 Enable hypervisor protection if requiredEnable hypervisor protection if the underlying storage consists of non-redundant JBOD (acollection of hard disks that have not been configured to act as a RAID) This creates a softwareRAID 5 configuration for the container store used by AureumYou can disable hypervisor protection if you have a hardware RAID under the disk volumes Thisallows Aureum to use a higher-performing RAID 0 configuration instead

          9 Click START10After the copy is complete click EXIT and remove the USB sticks from the workstation or USB hub

          The USB stick now contains a bootable image of the Aureum installation software

          Prepare Aureum Installation Resources (Windows)The software is installed on each server resource that will become part of Aureum Aureum ishardware agnostic but there must be adequate resources to complete the installation Each serveruses a USB stick to install the software

          You must have administrator permissions to install the Aureum software

          Your workstation must be running the Java Runtime Environment (JRE) 17 or higher installed in orderto run the image copier

          Make sure that you have the required basic resources described in Resource Requirements Downloadthe software files from wwwpeaxynetsupport A login is required

          1 Download the software installation files

          bull Release-ltreleasenumbergtimg is the image to be copied to a USB stick that will initializethe hardware

          bull Release-ltreleasenumbergtmd5 is the checksum file that validates the validity of the imagebull samsp-ltreleasenumbergtzip is a compressed file that contains the utilities to move the

          image to the USB stick and for the initial configuration of Aureumbull The Aureum client file

          bull hfclient-fuse-ltreleasenumbergttargz - the Aureum Linux client installation file2 On your Windows workstation move to the location of the zip file and unzip the file using any

          uncompression program3 Move to the location of the uncompressed file and double-click the executable to start the

          installation4 With administrator privileges launch the image copier Double-click img-copierbat

          Install Aureum | 15

          If the image copier does not launch properly you might need to add javaw to your path Refer toyour Windows Operating System help for instructions

          5 Browse to the software image you downloaded (the img file) and select this file then click Run6 Type a label for the USB sticks

          The label is used to identify the system during the initial installation and becomes the name of theserver on which it is installed If you use the same label on different USB sticks the software willadd a numeric suffix when creating the host name for example HOST-01 HOST-02 and so onLabels cannot exceed 16 charactersYou can provide a different label for each USB stick but to do so you must copy the image file toeach stick individually

          7 Insert the USB sticks into a port on your workstation or a hub connected to your workstation andthen click REFRESH to make them visible to the image copier tool Select the sticks you want fromthose displayed in the destination drives list The USB stick must be at least 2 GB

          8 Leave Verify copy operation enabled Peaxy strongly recommends that you do not skip this stepDepending on the speed on the USB sticks it can take several minutes to complete theverification

          9 Enable hypervisor protection if requiredEnable hypervisor protection if the underlying storage consists of non-redundant JBOD (acollection of hard disks that have not been configured to act as a RAID) This creates a softwareRAID 5 configuration for the container store used by AureumYou can disable hypervisor protection if you have a hardware RAID under the disk volumes Thisallows Aureum to use a higher-performing RAID 0 configuration instead

          10Click START11After the copy is complete click EXIT and remove the USB sticks from the workstation or USB hub

          The USB stick now contains a bootable image of the installation software

          Install the SoftwareThe installation software on the USB stick installs the Peaxy software and lets you create Aureum

          1 Insert one prepared USB stick into each server Servers must have a console attached or beaccessible via an IPMI management tool

          Install Aureum | 16

          2 Apply power to the servers either individually or with a few seconds in between to complete the

          next steps

          Note If you have already configured your server to boot from USB skip steps 3 4 and 5

          3 Enter the server BIOS and instruct the server to boot from the USB stickThe method used to enter the BIOS depends on the server

          4 Ensure that the virtualization setting is enabled in the BIOS5 Save the BIOS changes and reboot the server from the USB stick

          After the server has booted from the USB stick and launched the installation software you will seea message at the bottom of the screen telling you that the server is being prepared for installationThis boot process has placed the servers in a discoverable state this plays a role in the nextphase of the installation process

          Continue the InstallationAfter the servers have been prepared and the software has been installed begin the configuration

          1 On your workstation disable the firewall

          On Red Hat Enterprise LinuxCentOS 7 systems use the following commands

          systemctl stop firewalld

          systemctl disable firewalld

          On other Linux-based operating systems use the following commands

          service iptables stop

          service ip6tables stop

          chkconfig ip6tables off only include this command if you want to permanently turn thefirewall off

          chkconfig iptables off only include this command if you want to permanently turn thefirewall off

          2 On your workstation disable SElinuxYou can check the status of SElinux with sestatus The result should appear as SELinuxstatus disabledIf you do not see disabled

          1 Edit etcselinuxconfig and set the SELINUX variable to disabled2 Reboot your client workstation

          3 On the workstation launch the Aureum installation management tool Type

          sudo tmpsamsp-400ltversiongtsamspsh

          Install Aureum | 17

          You should see something similar to the following

          Launching Management Server Platform version 400rootOpen your browser and enter the URL httpslocalhost to continueDo not terminate samsp it is required to complete cluster configurationYou can view tmpsamsp-40010872logmsplog for detailed progress activity

          Important Do not terminate samsp because it is needed to complete clusterconfiguration

          4 Open a browser and type

          httpslocalhost If you are running the browser on the same workstation running the stand alone MSP orhttpsltip addressgt IP address of the workstation running the standalone MSP

          This launches the Peaxy Management Tool If prompted accept the self-signed Peaxy certificate

          After the initial setup is complete the IP address changes in the browser address bar This isexpected and correct behavior Now the installation portion of the AMS exits and the integratedAureum manager becomes active

          In the next step the Aureum manager guides you through the initial configuration process

          Create an Admin AccountThe first step in configuring a new Aureum system is to supply the details for the Admin account Afterthe installation process is complete and Aureum is up and running the Admin account is used to loginto the Aureum web UI (PMT) to perform additional administration tasks such as creating other useraccounts and a client registration password

          Important The Admin account has access to critical areas of Aureum Ensure that the Adminaccount is secure

          1 Type an email address for the accountThe AMS verifies that the email address is formatted correctly but does not check the validity ofthe email address itself This is the email address to which emails are sent

          Note When setting the outgoing mailer settings the use of a customized email addressis highly dependent on the mail server While it might be possible to use a custom emailSEND FROM address many mail servers (such as Gmail) do not allow sending email usinganything other than the registered user account name

          2 Type a user name for the accountThe user name must be between 3 and 32 characters and can contain letters numbers dots ()and at signs ()

          3 Type a password to be associated with the user name in the previous stepPasswords are case sensitive and should be secure Best practice shows that you should changepasswords regularly

          4 Confirm the password by retyping the password exactly as you entered it aboveWhen all of the fields are complete and have the correct format the SUBMIT button turns fromgray to blue

          5 Click SUBMIT

          The user account information is now created and stored

          Important Set up the outgoing emailer settings as soon as possible after completinginstallation of Aureum If you forget or lose your password Aureum cannot send you a newone until the outgoing email is configured

          Install Aureum | 18

          The next step is to import the Aureum license

          Import an Aureum LicenseImporting the license for an Aureum instance activates the Peaxy software License types are assignedto the Admin account that you created at the beginning of the installation

          Before you create an Aureum system make sure that you have received your license from Peaxy andthat the license details are correct

          Each time you create an Aureum instance you must import a license

          1 Select the license to import or drag it onto the files areaThe license is a bdl file that contains all of the files needed to install the license

          2 Click IMPORT3 The system installs the license and continues to the next step

          Provide Aureum InformationDefining a few basic configuration items is the first step in setting up Aureum

          During the first steps of the initial configuration you provide the basic information needed to createAureum its components and the namespace details

          1 Enter the Network settingsa) Enter the gateway addressb) Enter the subnet maskc) Enter the primary DNS domain suffix and up to three DNS server addresses

          DNS servers must be entered as IP addresses Each DNS server is on a separate line2 Enter the General settings

          a) Enter a name for this Aureum instanceNames can be up to 14 characters and can contain letters numbers dashes and underscores

          b) Optional Enter a location for the Aureum system for example ldquodatacenterrdquo or ldquoPhoenixofficerdquo

          c) Enter the Aureum IP addressd) Optional Enter up to three NTP servers

          Including an NTP server ensures that the time stamp for Aureum is always correcte) Select the time zone to use from the drop-down menu

          This ensures that all nodes in Aureum use the same time zone3 Define the Namespace settings

          Install Aureum | 19

          a) Select the average file size that you expect Aureum to containYour expected average file size selection is used by Aureum to determine the most efficientdistribution of hyperservers Aureum uses the selection you make here to determine theestimated ratio of namespace hyperservers to data hyperservers

          b) Set the default namespace replication factor from 2 to 4The namespace replication factor is the number of replicas that Aureum creates for thenamespace

          4 Click CONTINUE

          Add resources to Aureum You can also click CANCEL to cancel the installation

          Add ResourcesResources refer to the physical servers that will make up Aureum These can be any commodity serversuch as a 1U or 2U server with any number and size of disks These resources are used to build thenamespace and data hyperservers that form the heart of a running Aureum system

          Note After a resource has been added Aureum claims the complete resource Unusedportions of a resource are designated as spares and are used in case of a failure or expansion

          1 The system locates all physical servers that have been booted using USB sticks and are currently indiscovery stateYou will see a list of the servers available for inclusion Use the filter to narrow your search by servername

          2 Select the servers to add to Aureum

          Servers scheduled for selection have a check mark to the left Select the box beside SERVER NAMEto select all servers in the list

          3 Enter the required number of IP addresses or an IP range The number of IP addresses neededappears above the IP ADDRESSES entry box

          The system determines the number of IP addresses needed to ensure that all Aureum componentscan communicate receiving requests and returning responses Addresses can be individual IPaddresses (xxxxxxxxxxxx) an IP address range (xxxxxxxxx - xxx) or an IP address with a wildcard(xxxxxxxxx) Separate the IP addresses with a space comma or newline

          Install Aureum | 20

          Aureum only supports IPv4 (the dotted quad format) For example

          192168100419216810015-2019216873

          4 Define the roles of the serversClick the ROLES column entry for a server and configure the servers to support either data accessor search (SolrCloud) While it is possible to configure a server to support both data access andsearch this setting is not recommended for a production deployment

          Note Aureum 40 supports SolrCloud clusters with one or three nodes Aureum 40 doesnot support SolrCloud clusters with either two nodes or more than three nodes

          5 Define the bonding for the network port cardsYou should see the same speed for all of the network interfaces (NICs) on this server Use the list ofall NICs that are bonded with the interfaces on this server to form your decision Inactive NICs arenoted as sucha) Click the ETHERNET column entry for the server whose bonding to configure

          If the column text is red some interfaces are not bonded to the server If the text is blue allavailable interfaces are bonded

          b) Place a check mark next to all of the interfaces to bond to this server Remove the check markfor those interfaces you do not want included in the bond

          6 Optional Toggle the server beacon on or offBeacon signals guide you to the server in question This is often used when troubleshooting tolocate a specific server in a large group of servers

          7 Click CONTINUEWait for the installation wizard to verify that the IP addresses you entered are valid and can beused The system assigns the IP addresses and sets the state to Pending

          8 Click START INSTALLATIONThe button changes from START INSTALLATION to INSTALLATION IN PROGRESS The systemassigns the resources to Aureum and determines the necessary number of dedicated nodesneeded for the configuration The progress is displayed but you can also use the Log link to followindividual progress If some of the servers are not yet ready wait a few moments and retry

          The installation process will take some time typically 10 to 20 minutes When complete the IPaddress in the browser will switch from the local IP of your workstation to the Aureum IP addressthat was entered earlier This signals the transition from the AMS you launched earlier (samsp) to theintegrated PMT that is now running on Aureum

          The next step is to create a default storage class

          Create a Default Storage ClassA storage class groups and manages data hyperservers with similar replication factors capabilitiesand performance configuration

          You must configure at least one storage class to use as the default during the initial Aureumconfiguration You can create more storage classes at any time as long as you have the resourcesnecessary

          1 You are presented with the create Initial Storage Class option2 Enter the required information to create the storage class

          a) Type a name for the storage classClass names can be up to 14 text characters

          b) Define the performance levelPerformance levels based on throughput and seek time Select the paired setting that is best foryour expected usage For the widest option select ldquoAnyrdquo

          c) Set the replication factor

          Install Aureum | 21

          Remember all hyperservers assigned to this storage class will use these settings

          Note You must include at least the same number of resources to create the specifiedreplication factor For example you cannot have a replication factor of three in anAureum system with only two servers

          Because each replication requires some amount of storage the replication factor selectedaffects the amount of total storage available

          Tip The Aureum data space is partitioned through all the data-capable hyperserversEach hyperserver can be configured to offer a specified replication factor This lets youstore vital data with high redundancy while more transient data can skip replication inorder to optimize storage and performance costs

          d) Optional Enable flexible space allocationEnabling flexible storage space allows the members of the storage class to consume thecapacity needed When more storage space is needed more is allocated automaticallyregardless of the initial allocation Peaxy recommends this option for general use Some casesmight have different needs

          e) Optional To make this the default storage class select YESAll data that does not meet the conditions in a specific data policy will be stored on the defaultstorage class (See data policies in the Aureum Administrator Guide)

          3 Click CREATE STORAGE CLASS4 To complete the initial installation and configuration click FINALIZE AUREUM then click YES to

          confirm the configuration is correct

          Important After you click FINALIZE you must wait for the health indicator on the Aureumcard or list turn green before using Aureum

          The Aureum installation is complete and the PMT shows the main Aureum window To configureadditional Aureum storage classes and data policies and to understand how to monitor Aureum seethe Aureum Administrator Guide

          Define Outgoing Mail SettingsIn order for Aureum to send email notifications and provide lost password recovery you must tellAureum how to send email alerts

          Important Configure outgoing email settings as soon as reasonably possible If you lose orforget your password Aureum cannot send reset instructions until you configure the emailsettings

          1 Select EMAILER CONFIG from the SETUP WIZARD pane or from the Navigation menu select EMAILER

          2 Type the email (SMTP) server to use when sending the emailThe email server must be accessible from Aureum

          Install Aureum | 22

          3 By default the system uses port 587 This is usually the right setting Only change the EMAILSERVER PORT if your organizations SMTP server requires it

          4 Enter a valid user account and password that Aureum will use to send email from this server5 Optional SEND FROM is required only if your email server requires Transport Layer Security (TLS)

          If this is the case type the SEND FROM email addressGenerally the recommended SEND FROM address is a working system administrator account

          6 Click SAVE

          Create a Client Registration UserThe Aureum client registration user and password allow client authentication at mount time

          This allows you to create a custom account for authenticating client mounts

          1 Click REGISTRATION2 Type a name for the user This will be the username that is authorized to type in the registration

          password when an Aureum client is installed3 Type the client registration password This password is used to register the Aureum client for

          authentication at mount time4 Click SAVE

          Configure SecurityDefine define the level of security for client communication

          1 Click SECURITY LEVEL2 Slide the controller to the level of security your data will use

          3 Click ACCEPT

          ConnectAn Aureum client mounts Aureum and allows access to folders and files Peaxy provides clientsoftware for Linux users and allows Windows users to access Aureum through a Windows share

          The Linux-based client uses a FUSE component to remotely access Aureum services Almost all Linuxinstallations include FUSE so you should not need to do anything extra

          The Aureum client has a small footprint A very limited set of memory and CPU cycles are needed toperform the client functions Also the Aureum client can be used concurrently with other clients forNFS and other network file systems

          When you install the client the client drivers are added to the default system directories To accessthese directories use the mount command (more commonly known as mapping a drive in Windows)to mount the client to the directory

          Install Aureum | 23

          Mounting a client to an Aureum directory loads all the data structures necessary for the client tointeract with Aureum As the structures change Aureum updates them In order for a client to accessAureum all that is necessary is that the client know the IP address or URL to which the client willconnect and the client-Aureum registration password

          Also available is the ability to join a Windows domain and create domain-authenticated users who canaccess different areas of Aureum

          Linux Client-Aureum RegistrationThe minimum security level for Aureum is the authenticated mount To ensure that unauthorized usersdont gain access to data Peaxy provides an authenticated mount between Aureum Linux clients andAureum using certificates and registration

          Note The process described in this section applies to Linux clients Windows domains userswith credentials from an Active Directory access Aureum through a Windows share

          Security is always an important part of any system that provides data access especially when theaccess spans many users and locations Peaxy provides a registration process where the clientand server exchange certificates which are used to authenticate subsequent connections Theregistration provides a mutual authentication method between the client and Aureum allowing theclient access Only authenticated clients are allowed to mount Aureum Other clients cannot use thesame authentication as part of the certificate registration Aureum generates a client key pair that isunique to each client-Aureum connection

          How It WorksThe AMS requires a dynamic registration at the initial mount time As part of the registration Aureumgenerates a key pair unique to each client This key pair is persistent so you do not need to re-register the client each time you mount Aureum

          This initial registration is required the first time the client mounts Aureum and requires a specialregistration password that is unique to Aureum This password is entered by the Aureum administratorat the workstation on which the client is installed Subsequent client mounts use the client certificateissued during registration

          Security LevelsAureum offers varying levels of security

          The security level is visible on the Aureum card or list and is indicated in the SECURITY section by thenumber of total locks that are green Gray locks indicate how many additional security levels you canselect For example if there are four total locks and three are green your current security level is 3Message Integrity

          bull Data Confidentiality all data in and out of Aureum is verified and encryptedbull Message Integrity message authentication codes verify message integritybull Kerberos Authentication use the Kerberos authentication protocol as the mechanism for

          authentication between a client and a server or between one server and another serverbull Authenticated Mount use X509 certificates to mutually authenticate and validate all Aureum

          clients and hyperservers in Aureum

          Create an ExportCreate an export to allow Linux clients to mount and access Aureum

          1 From the Navigation menu select SECURITY gt EXPORTS2 Type the export name3 In the EXPORT CONTENT IN field choose the data class to export

          The IN DIRECTORY field automatically populates with the path specified by the chosen data classYou can extend this path but you cannot shorten it For example if the data class specifies the

          Install Aureum | 24

          engineeringsoftware directory you can extend this path to be engineeringsoftwareqa However youcannot shorten the path to be engineering

          Note The system root data class specifies the root () directory You can extend this path inany way you choose The path must start with a slash and wildcards are not allowed

          4 Optional Include a description to provide more information about the export5 Click CREATE6 To edit or delete an export click the corresponding entry in the list

          bull To edit the export make the changes needed in the edit panel and click SAVE CHANGESbull To delete an export click the corresponding trash can icon ( ) and confirm the deletion

          Install a Linux-based Aureum ClientYou install the Aureum client on physical hardware or on a workstation in the cloud Use the client tomount and access Aureum directories

          Before installing the client make sure that your system meets the minimum requirements describedin the Requirements section of this document

          Note Aureum uses FUSE in Direct IO mode for better performance The version of FUSErunning on older versions of CentOS Red Hat Enterprise Linux doesnt support mmap whenFUSE is being used this way This might cause some mmap functions such as ACCESS_WRITEMAP_SHARED and PROT_WRITE to fail You can use the mount flag --disable-direct-io-mode to disable Direct IO mode

          If you choose to use Direct IO mmap will be disabled on CentOS56 and 57 since those versionsdont support mmap with direct IO Enabling this option will result in a significant performancedegradation on clients using this option Peaxy strongly recommends that you upgrade to a newerversion of Linux

          Ensure FUSE and its dependencies have been installed on each client If it has not been installedinstall FUSE according to the instructions for the package you chose On CentOS for example installthis by typing

          sudo yum -y install fusex86_64 fuse-develx86_64 fuse-libsx86_64

          The version numbers for your installation may differ

          If you have installed a version of the fuseko module that is not the Peaxy-specific version runadditional commands at the end of the installation process This prevents kernel-oops messages fromconsuming all of the space in the varspool directory These messages indicate a benign conditiondue to a Linux FUSE problem

          Run the following commands

          chkconfig --levels 2345 abrt-oops off service abrt-oops stop

          Note The client installation sets the following values automatically

          Parameter Value set to

          netipv4tcp_tw_recycle 1

          netipv4tcp_fin_timeout 2

          netcorewmem_max 2097152

          netcorermem_max 2097152

          netcorewmem_default 2097152

          netcorermem_default 2097152

          Install Aureum | 25

          1 Download the Aureum client file from the support section of the Peaxy website at wwwpeaxynetsupport (login is required)The file is downloaded as a targz package and contains an installer It has a name similar tohfclient-fuse-400ltbuildnumbergttargz

          2 Unpack the distribution file by typing the following

          tar -zxvf hfclient-fuse-400ltbuildnumbergttargz

          You will see something like the following

          hfclient-fuse-400hfclient-fuse-400setupshhfclient-fuse-400scriptshfclient-fuse-400scriptsupdatedbshhfclient-fuse-400scriptsc_rehashshhfclient-fuse-400scriptssysctlshhfclient-fuse-400scriptsunregshhfclient-fuse-400scriptsconfshhfclient-fuse-400binhfclient-fuse-400binfusehfCentOS-5xhfclient-fuse-400binfusehfhfclient-fuse-400confhfclient-fuse-400confhfconftgz

          3 While logged in as root run setupsh installThe driver files are installed in the default system directories You will see something similar to thefollowing

          sudo setupsh install

          Installer for Peaxy Aureum Client version 40

          Checking package contentsInstalling hf client binariesremoved `optpeaxy-40sbinfusehf`binfusehf -gt `optpeaxy-40sbinfusehfInstallation complete

          Mount Aureum

          Mount Aureum (Linux)After the client is installed use the mount command to mount Aureum

          At a command prompt type

          sudo mkdir -p ltmnt_pointgtsudo mount -t fusehf hfltmgmt_ipgt ltmnt_pointgt -o user=ltclient registration usernamegt

          where ltmgmt_ipgt is the Aureum IP address for example 172161061 and ltmnt_pointgt is thedirectory that will serve as your local mount point for example mntpeaxy

          If you omit -o user=ltclient_user_namegt you would be prompted for the password associatedwith the local admin account to complete the client registration Best practice is to always create aclient registration account and use that password

          The first time you mount the client to Aureum you will be prompted for a registration passwordto allow client-Aureum authentication Type the client registration password Otherwise youradministrator must do this for you

          Peaxy strongly recommends that you change the password often especially after typing the passwordfor a client registration

          If you or your IT administrator have associated a DNS entry with the Aureum IP address you mightwant to use the DNS name as the name for your mount point

          Install Aureum | 26

          To configure the Aureum client to automatically mount on startup locate the etcfstab file andadd the line

          hfltmgmt_ipgt ltmnt_pointgt fusehf defaults 0 0

          where ltmgmt_ipgt is the Aureum IP address for example 172161061 and ltmnt_pointgt is the localmount point for example mntpeaxy

          Note If you are running CentOS 7 change this line to add the _netdev flag as below

          hfltmgmt_ipgt ltmnt_pointgt fusehf defaults_netdev 0 0

          You can now use the Aureum client to access Aureum

          Unregister a Linux Client from AureumYou can securely unregister an installed FUSE client from the Aureum system that it mounts

          Removing the registration renders the client unable to access Aureum If you use the all option youwill need to perform a new registration setup before you can mount Aureum again

          Unregistering a client is done by running the unregsh script Use the following procedure tounregister the client

          1 On the workstation running the client open a command prompt2 Move to optpeaxybin the location of the script3 Run the script

          bull Type sudo unregsh ltAureumgt to unregister the client from a specific Aureum systemReplace ltAureumgt with the Aureum system to unregister

          bull Type sudo unregsh all to unregister the client from all Aureum systems on which theclient is registered

          Note Peaxy strongly recommends using the all option before you decommission aclient workstation

          Windows ConfigurationDomain users with credentials from an Active Directory can access Aureum through a share

          After Aureum joins a domain it sets up network shares for chosen directories (including all containedsubdirectories) To domain users these shares look the same as any other folder that is accessible viathe network

          Unlike an Aureum client which mounts to the root of the volume a share allows a user to exportsubdirectories for more granular access

          Where to Find ItFrom the Navigation menu select SECURITY gt DOMAINS and SECURITY gt SHARES

          Join a DomainBefore you can create a share you must join a Windows domain

          You can pre-create a machine account in an Active Directory under a specified OU If you choose notto do so Aureum will try to add a computer account to the default location of ldquoComputersrdquo

          Important If Aureum is already joined to a domain joining another domain will replace thejoin not add to it Aureum will only be joined to the most recently joined domain

          1 From the Navigation menu select SECURITY gt DOMAINS2 Type the complete Windows domain to join for example engexamplecom3 Type the username with access to the domain The user must have the necessary permissions to

          join Aureum to the domain4 Type the password associated with the username or access to modify an object in the OU if the

          machine account was pre-created

          Install Aureum | 27

          5 In the NETBIOS NAME field set the Aureum computer account name you wish to be created in theActive Directory If Aureum is using a pre-created machine account in a specific OU then the nameyou specify here must match that name exactly

          6 Click JOIN

          After the domain has been joined the JOIN button changes to LEAVE To leave the domain clickLEAVE

          Create a ShareCreate a share to allow Windows users to connect to Aureum

          Before you can create a share you must join the appropriate domain

          1 From the Navigation menu select SECURITY gt SHARES2 Type the name of the share3 In the SHARE CONTENT IN field choose the appropriate data class

          The IN DIRECTORY field automatically populates with the path specified by the chosen data classYou can extend this path but you cannot shorten it For example if the data class specifies the engineeringsoftware directory you can extend this path to be engineeringsoftwareqa However youcannot shorten the path to be engineering

          Note The system root data class specifies the root () directory You can extend this path inany way you choose The path must start with a slash and wildcards are not allowed

          4 Optional Include a description to provide more information about the share5 Click CREATE

          6 To edit or delete a share click the share to be modified

          bull To edit the share make the changes needed in the edit panel and click SAVE CHANGESbull To delete the share click the trash can icon ( ) and confirm the deletion

          Mount an Aureum Windows ShareDomain-authenticated users can mount and access Aureum directories using a share

          After Aureum has been joined to a domain and the share has been created you can easily mount tothe share

          The exact mount process is based on your workstation OS

          Install Aureum | 28

          If you do not already know it you can determine the mount point from Aureum by navigating to theJOIN DOMAIN page and using one of the listed public IP addresses as the mount point Include theshare name when mounting

          Peaxy recommends that you take the list of public IP addresses and enter them into your DNS serverlisted under the Aureum NetBIOS name within the appropriate domain In cases where multipleaddresses are used the DNS server automatically round-robins the returned address This ensure thatclient connection load is distributed across the available nodes

          As a Windows example to mount a drive letter to Aureum Type

          net use ltdrive_lettergt ltpublic addressgtltshare namegt

          where ltdrive_lettergt is the drive letter to assign to Aureum ltpublic_addressgt is the IP address usedto join the domain and ltshare_namegt is the share

          You then log into the share using your domain-authenticated username and password For exampleMYDOMAINmyname

          After mapping the drive access Aureum through Windows Explorer just like you would any otherdrive

          If the share does not appear in the Windows Explorer after a change such as a system reboot occursrefresh the view using the Refresh icon ( ) The share should display correctly

          You do not have to assign a share to a drive letter however In Windows Explorer type the public IPaddress and share name into the address bar Provide your username and password

          POSIX ComplianceAureum provides a POSIX-compliant interface

          Most of the Aureum interfaces are POSIX compliant and adhere to the IEEE standard The following isa list of exceptions to compliance

          bull The directory nlink count is not incremented when a subdirectory is addedbull inode retention differs from the POSIX specification because there is no way to retain the original

          inode number when a rename entails a move to a different device You can display the datahyperserver extent ID instead of the namespace hyperserver Node ID to the caller in the statfamily of calls This does not change when a file or directory is renamed It does change if the file ismigrated from one data hyperserver to another

          bull If two mount points are held to the same Aureum and a file is closed on one Aureum does notremove a fcntl lock for the same file on another This is a variance on the way that NFS worksThe internal locking structures take into account the client ID which varies depending on the clientmount If there are two different mounts to a server Aureum treats them as separate machineswhich NFS does not

          bull The file locking call flock() is emulated using POSIX byte range locks (fcntl() ) The POSIXcompliance specification does not cover flock() This implementation mirrors the behavior ofNFS The Aureum behavior is slightly different and varies from the POSIX specification as follows

          1 As in NFS you must have write permissions to get a write lock2 As in NFS you cannot place both flock() and fcntl() locks on the same file as these locks

          will conflict3 An flock() will not inherit across forks4 The flock() will be durable against other file closes but fcntl() locks will not behave within

          the POSIX specification5 As well as being removed by an explicit f_unlock record locks are automatically released

          when the process terminates or if it closes any file descriptor referring to a file on which locksare held This means that a process can lose the locks on a file like etcpasswd or etcmtab if a library function opens reads and closes it

          Information and ResourcesThe latest news and information can always be found on the Peaxy website

          Peaxy provides documents that are designed for different audiences These documents furnish acomprehensive explanation of Aureum and how to use it Additionally information is available fromtooltips Each field has a tooltip that adds explanations and any limitations for the item

          The most current and accurate information available was included at the time this document wasprepared However changes may occur after the document is released Always read the ReleaseNotes for the most current information

          Aureum Installation GuideA step-by-step guide to installing and configuring Aureum into your network

          Aureum Administrator GuideA guide to understanding the Aureum architecture Provides details for planning configuring andmonitoring your implementation

          Quickstart SeriesA series of two-page guides providing an abbreviated set of instructions for Aureum tasks Theycan be taken in order or used as reminders for individual tasks

          Tech NotesSome technical issues are outside the scope of the regular documentation These are presented asTechnical Notes

          Contact Peaxy9 am to 5 pm Pacific Standard Time

          Main +1 (408) 441-6500

          Support +1 (408) 763-3700

          By phone

          Support toll free US only +1 (844) 277-3299

          General information infopeaxynet

          Sales salespeaxynet

          Support supportpeaxynet

          By email

          Documentation feedback feedbackpeaxynet

          Online wwwpeaxynetsupport (login required)

          Peaxy Inc

          2380 Bering Dr

          By mail

          San Jose CA 95131 USA

          LegalPeaxyreg and Aureumtrade are registered trademarks of Peaxy Inc

          All other trademarks belong to their respective companies

          CopyrightsThis document is copyright copy 2016 Peaxy Inc

          Aureum software includes portions of the following

          bull Amazon Web Services (AWS) Java SDK httpsawsamazoncomsdk-for-java and httpawsamazoncomapache-2-0

          bull Apache License Version 20 January 2004bull BEOPEN PYTHON OPEN SOURCE LICENSE AGREEMENT VERSION 1bull BSD 3bull crc32 routine COPYRIGHT copy 1986 Gary S Brownbull Element Tree used under the Python licensebull Erlang Public License (EPL) a derivative work of the Mozilla Public License Now provided under

          the Apache 20 licensebull GoogleAuth httpsgithubcomwstrangeGoogleAuthbull GNU Lesser General Public License Version 3 Copyright copy 2007 Free Software Foundation Inc

          and GNU Lesser General Public License Version 21 Copyright copy 1999 Free Software FoundationInc

          bull Samba is Free Software licensed under the GNU General Public License httpswwwsambaorgsambadocsGPLhtml the Samba project is a member of the Software Freedom Conservancy

          bull JSON-C Copyright (c) 2009-2012 Eric Haszlakiewicz and Copyright (c) 2004-2005 MetaparadigmPte Ltd

          bull Kerberos Copyright copy 1985-2009 now under the MIT 2 licensebull libcurl Copyright (c) 1996 - 2015 Daniel Stenbergdanielhaxxsebull lshow used under the GPL licensebull MIT (X11) Copyright copy 2007-2015bull RIAK Creative Commons (httpcreativecommonsorg licensesby30)bull Goldrush Copyright copy 2012 Magnus Klaarbull Meld Under ZPL licensebull NSIS (Nullsoft Scriptable Install System) copy 1999-2013bull OpenSSL License Copyright (c) 1998-2016 The OpenSSL Project and Original SSLeay License

          Copyright (c) 1995-1998 Eric Youngbull Protobuf Copyright 2008 Google Inc now under the BSD 3 licensebull Setup Tools (setuptools-06c11) Under ZPL licensebull Sodium crypto library (libsodium) ISC license Copyright (c) 2013-2015 Frank Denisbull Solr the Apache Lucene project Copyright copy 2010 The Apache Software Foundationbull TCL Copyright copy Regents of the University of California Sun Microsystems Inc Scriptics

          Corporation and other partiesbull The Apache Lucene project Copyright copy 2010 The Apache Software Foundationbull The Apache Tika project Copyright copy The Apache Software Foundationbull VirtualBox Copyright copy 2007 Oracle Corp as part of the GNU GPL V2 Licensebull YAWS Copyright copy 2006 Claes Wikstrom now under the BSD licensebull Apache zookeeper Under the Apache 2 license

          Index | 35

          Index

          bdl license file 18

          img 12

          MD5 12

          zip 12

          A

          access directories 24Active Directory 26add

          resources 19servers 19

          Admin 17administrator 17AMS 12 14 15 16Aureum IP address 11Aureum Manager 6 12 14Aureum name 18Aureum overview 5average file size 18

          B

          beacon turning on or off 19BIOS 15bonding network interface 19bootable USB 12 14browser 15button color 17

          C

          capacity 10 19CentOS 10checksum 12client registration 22clients 22configuration 11configure email 21connect 22contact 31create

          export 23share 27

          create Aureum 15create storage class 20

          D

          dedicated capacity 20dedicated nodes 5default storage class 20directory access 24discover resources 12 14 19discovery state Aureum nodes 12 14disk space required 10DNS server 11DNS servers 18documentation 31domain-authenticated user

          domain 27

          domain-authentication 22domain suffix 11download images 14

          E

          editsecurity level 22

          emailer settings 21Ethernet

          interface 10switch 10

          exportCIFS 23create an export 23

          F

          files needed 12 14firewall 12flexible capacity 20flock 29FUSE 10

          G

          gateway 11 18

          H

          hardware requirements 10how to reach Peaxy 31

          I

          image copier 12 14import a license 18initial configuration 18inode retention 29install

          client 24Linux client 24

          introduction 5iptables 16

          J

          javarequired version 12 14

          javaw 14

          K

          Kerberos 22 22 23

          L

          legal 33levels of security 23license files 18licenses 18

          Index | 36

          Linux client install 24localhost 15location 18

          M

          maintenance agreement 18management IP 15mapping 22mount Aureum 24 27mounting 22 22

          N

          namespace 18Navigation menu

          configuration 11security 22

          netBIOS 22NIC 19NTP server 11 18

          O

          outgoing email 21overview

          architecture 6Aureum building blocks 6components 6

          P

          password 17password limitations 17ports 12POSIX compliance 29primary domain 18primary domain suffix 11

          R

          RAM requirements 10realms 22reboot 12 14recommended configuration 10Red Hat Enterprise Linux 10replication factor 11 18 20resources

          needed 10run setup 16

          S

          samsp 12 14 16security 22 23security levels

          security 22 23select the license 18SElinux 16sestatus 16set performance levels 20settings 11setup 16share

          CIFS 27

          create a share 27Share 26SMTP 17 21software files 14space needed 10storage class creating default 20subnet mask 11Support hours 31

          T

          tar ball 24time server 18time zone 11 18

          U

          USB 15USB stick 10 12 14user account 17

          V

          virtualization 6 15

          W

          what youll need 11Windows

          domain 26join a domain 26share 27

          Windows client 10

          Y

          yum 24

          • Contents
          • Introduction
            • How Aureum Works
              • Install Aureum
                • Resource Requirements
                • Aureum Configuration Settings
                • Port Requirements and Firewall Settings
                • Prepare Aureum Installation Resources (Linux)
                • Prepare Aureum Installation Resources (Windows)
                • Install the Software
                • Continue the Installation
                • Create an Admin Account
                • Import an Aureum License
                • Provide Aureum Information
                • Add Resources
                • Create a Default Storage Class
                • Define Outgoing Mail Settings
                • Create a Client Registration User
                • Configure Security
                • Connect
                  • Linux Client-Aureum Registration
                  • Security Levels
                  • Create an Export
                  • Install a Linux-based Aureum Client
                    • Mount Aureum (Linux)
                    • Unregister a Linux Client from Aureum
                      • Windows Configuration
                        • Join a Domain
                        • Create a Share
                        • Mount an Aureum Windows Share
                          • POSIX Compliance
                          • Information and Resources
                          • Index

            Install Aureum

            In this section

            bull Resource Requirementsbull Aureum Configuration Settingsbull Port Requirements and

            Firewall Settingsbull Prepare Aureum Installation

            Resources (Linux)bull Prepare Aureum Installation

            Resources (Windows)bull Install the Softwarebull Continue the Installationbull Create an Admin Accountbull Import an Aureum Licensebull Provide Aureum Informationbull Add Resourcesbull Create a Default Storage

            Classbull Define Outgoing Mail Settingsbull Create a Client Registration

            Userbull Configure Securitybull Connect

            Make sure you have sufficient resources for the Aureum system youare creating After the hardware is racked and accessible to thenetwork use the Aureum manager to create the system

            Install Aureum | 10

            Resource RequirementsThe requirements for the hardware are minimal and depend on the Aureum configuration you define

            The software installation image is self-contained and does not have outside software requirements

            Minimum Hardware Requirementsbull Three or more servers compatible with Red Hat Enterprise Linux version 7 64-bit 1

            bull Each server should have a minimum of 24 GB RAM and one core per physical device (diskLUN)bull One or more 1 or 10 Gigabit Ethernet connectionsbull One 2 GB USB stick per serverbull One available USB port on each server

            Important If you are planning replication you can replicate across only same-sized drives Forexample replication must be between multiple 1 TB drives or between multiple 2 TB drivesand so on

            Aureum SolrCloudCompute Node Requirementsbull 4 or more CPU coresbull 64 GB RAMbull 1 TB local storage

            Aureum FUSE Client RequirementsAureum clients may be run on either physical or virtual machines and can use either 1 Gigabit or 10Gigabit Ethernet connections

            Additionally the client requires

            bull 1 or more CPU coresbull 2 GB RAMbull Red Hat Enterprise Linux version 5 6 or 7 64-bit or CentOS 5 6 or 7 64-bit or laterbull FUSE (the Linux File System in User Space)

            Aureum Windows Client RequirementsAureum clients may be run on either physical or virtual machines and can use either 1 Gigabit or 10Gigabit Ethernet connections

            Additionally the client requires

            bull 1 or more CPU coresbull 2 GB RAMbull a supported operating system

            2008 SP2 x86 and 64-bit

            2008 R2 64-bit

            2012 64-bit

            Windows Server

            2012 R2 64-bit

            Vista x86 and 64-bit

            Windows 7 x86 and 64-bit

            Windows 8 x86 and 64-bit

            Windows

            Windows 81 x86 and 64-bit

            1 The complete list of compatible hardware is available at httpshardwareredhatcom

            Install Aureum | 11

            Windows 10 x86 and 64-bit

            Aureum Configuration SettingsConfiguration settings are needed to install and configure Aureum There can be additional optionalsettings

            Table 1 General and Network Settings

            Item Description Example

            Aureum name Names can be up to 14 alphanumeric characters and cancontain dashes (-) and underscores (_)

            Aureum_One

            Aureum IPaddress

            This is a floating IP address that is used for communicationto and from Aureum Communication can be donethrough the Aureum IP address Peaxy recommendsthat organizations create a DNS entry for Aureum that ismapped to the IP address allowing you to refer to Aureumby a more meaningful name

            10213119

            IP addresses A list of IP addresses or one or more ranges of IPaddresses that the configuration wizard can use to assignIP addresses to discovered hypervisors If you includemultiple ranges the Aureum manager will use all availableIP addresses in the first range before moving to thesecond

            151145011715114520 - 94

            Gateway Aureum needs to be assigned a default gateway addressThe gateway is used by each hypervisor and node thatcomprises Aureum

            1721601

            Subnet mask All hypervisors making up Aureum must reside in the samesubnet This is defined by the subnet mask

            25525500

            DNS domainsuffix

            Working with the DNS server the domain suffix identifiesthe server within a smaller network (like a computer lab)

            peaxynet

            DNS server list A list of up to three DNS servers to use 55219208672222228888

            Time zone The time zone to use (UTC-800) Pacific

            NTP server The IP address of the network time protocol (NTP)server that Aureum should use to coordinate time acrossthe entire namespace even if the servers within thenamespace are in disparate locations This can be criticalwhen Aureum needs to compare timestamps

            0poolntporg1poolntporg

            Averageexpected file size

            The selection here is used by the system to determine themost efficient ratio of namespace hyperservers to datahyperservers

            bull Small files (less than 1MB)bull Medium files (less than 20MB)bull Large files (greater than 20MB)bull A mixture of file sizes

            Large files (greaterthan 20MB)

            Replication factor The number of replicas created for data when the filesare assigned to a particular storage class Setting thereplication factor to 2 indicates that the original and one

            2

            Install Aureum | 12

            Item Description Exampleadditional replica of the data are saved providing higheravailability Valid options are 2 3 and 4

            Use the appropriate replication factor for each storageclass to implement the best level of protection for criticaldata and to limit wasted consumption for sandboxes andother nonessential data For data that is not critical or forsandboxes you can choose a lower replication factor Usea high replication factor for data that is critical or accessedoften

            Table 2 Emailer Settings

            Item Description Example

            Email server The name of the email server This is usually an SMTPserver

            smtpgmailcom

            Server port By default port 587 is used Only change this if corporateor security requirements demand it

            587

            Email serveraccount

            Enter a valid email account Aureum uses this account tosend email notifications and replacement passwords

            memycompanycom

            Password The password that is associated with the valid emailaccount

            Send from Only change this if your SMTP server allows it and yourcorporate requirements demand it Normally only serversusing TLS require this entry

            memycompanycom

            Port Requirements and Firewall SettingsBecause Aureum uses the network for traffic specific ports must be available

            The following table describes the ports that must be open for Aureum traffic and client connections

            Port Type Used for

            53 DNS DNS

            443 TCP Encrypted traffic

            514 UDP Log Server

            3033 TCP Statistic collection

            8001 TCP Analytics server

            8080 HTTP Windows client

            8443 TCP Encrypted traffic

            10011 UDP LinuxFUSE client

            Prepare Aureum Installation Resources (Linux)The software is installed on each server resource that will become part of Aureum Aureum ishardware agnostic but there must be adequate resources to complete the installation Each serveruses a USB stick to install the software

            Make sure that you have the required basic resources described in Resource Requirements Downloadthe software files from wwwpeaxynetsupport A login is required

            Install Aureum | 13

            1 Download the software installation files

            bull Release-ltreleasenumbergtimg is the image to be copied to a USB stick that will initializethe hardware

            bull Release-ltreleasenumbergtmd5 is the checksum file that validates the validity of the imagebull samsp-ltreleasenumbergtzip is a compressed file that contains the utilities to move the

            image to the USB stick and for the initial configuration of Aureumbull The Aureum client file

            bull hfclient-fuse-ltreleasenumbergttargz - the Aureum Linux client installation file2 From a command prompt on your workstation uncompress the installation files Type

            sudo unzip samsp-ltreleasenumbergtzip -d tmp

            3 As root launch the image copier Double click img-copiersh and click Run on the dialog thatappears

            4 Browse to the software image you downloaded (the img file) and select this file

            5 Type a label for the USB sticks

            The label is used to identify the system during the initial installation and becomes the name of theserver on which it is installed If you use the same label on different sticks the software will add anumeric suffix when creating the host name for example HOST-01 HOST-02 and so on Labelscannot exceed 16 charactersYou can provide a different label for each USB stick but to do so you must copy the image file toeach stick individually

            6 Insert the USB sticks into a port on your workstation or a hub connected to your workstation andthen click REFRESH to make them visible to the image copier tool Select the sticks you want fromthose displayed in the destination drives list The USB stick must be at least 2 GB

            7 Leave Verify copy operation enabled Peaxy strongly recommends that you do not skip this step

            Install Aureum | 14

            Depending on the speed on the USB sticks it can take several minutes to complete theverification

            8 Enable hypervisor protection if requiredEnable hypervisor protection if the underlying storage consists of non-redundant JBOD (acollection of hard disks that have not been configured to act as a RAID) This creates a softwareRAID 5 configuration for the container store used by AureumYou can disable hypervisor protection if you have a hardware RAID under the disk volumes Thisallows Aureum to use a higher-performing RAID 0 configuration instead

            9 Click START10After the copy is complete click EXIT and remove the USB sticks from the workstation or USB hub

            The USB stick now contains a bootable image of the Aureum installation software

            Prepare Aureum Installation Resources (Windows)The software is installed on each server resource that will become part of Aureum Aureum ishardware agnostic but there must be adequate resources to complete the installation Each serveruses a USB stick to install the software

            You must have administrator permissions to install the Aureum software

            Your workstation must be running the Java Runtime Environment (JRE) 17 or higher installed in orderto run the image copier

            Make sure that you have the required basic resources described in Resource Requirements Downloadthe software files from wwwpeaxynetsupport A login is required

            1 Download the software installation files

            bull Release-ltreleasenumbergtimg is the image to be copied to a USB stick that will initializethe hardware

            bull Release-ltreleasenumbergtmd5 is the checksum file that validates the validity of the imagebull samsp-ltreleasenumbergtzip is a compressed file that contains the utilities to move the

            image to the USB stick and for the initial configuration of Aureumbull The Aureum client file

            bull hfclient-fuse-ltreleasenumbergttargz - the Aureum Linux client installation file2 On your Windows workstation move to the location of the zip file and unzip the file using any

            uncompression program3 Move to the location of the uncompressed file and double-click the executable to start the

            installation4 With administrator privileges launch the image copier Double-click img-copierbat

            Install Aureum | 15

            If the image copier does not launch properly you might need to add javaw to your path Refer toyour Windows Operating System help for instructions

            5 Browse to the software image you downloaded (the img file) and select this file then click Run6 Type a label for the USB sticks

            The label is used to identify the system during the initial installation and becomes the name of theserver on which it is installed If you use the same label on different USB sticks the software willadd a numeric suffix when creating the host name for example HOST-01 HOST-02 and so onLabels cannot exceed 16 charactersYou can provide a different label for each USB stick but to do so you must copy the image file toeach stick individually

            7 Insert the USB sticks into a port on your workstation or a hub connected to your workstation andthen click REFRESH to make them visible to the image copier tool Select the sticks you want fromthose displayed in the destination drives list The USB stick must be at least 2 GB

            8 Leave Verify copy operation enabled Peaxy strongly recommends that you do not skip this stepDepending on the speed on the USB sticks it can take several minutes to complete theverification

            9 Enable hypervisor protection if requiredEnable hypervisor protection if the underlying storage consists of non-redundant JBOD (acollection of hard disks that have not been configured to act as a RAID) This creates a softwareRAID 5 configuration for the container store used by AureumYou can disable hypervisor protection if you have a hardware RAID under the disk volumes Thisallows Aureum to use a higher-performing RAID 0 configuration instead

            10Click START11After the copy is complete click EXIT and remove the USB sticks from the workstation or USB hub

            The USB stick now contains a bootable image of the installation software

            Install the SoftwareThe installation software on the USB stick installs the Peaxy software and lets you create Aureum

            1 Insert one prepared USB stick into each server Servers must have a console attached or beaccessible via an IPMI management tool

            Install Aureum | 16

            2 Apply power to the servers either individually or with a few seconds in between to complete the

            next steps

            Note If you have already configured your server to boot from USB skip steps 3 4 and 5

            3 Enter the server BIOS and instruct the server to boot from the USB stickThe method used to enter the BIOS depends on the server

            4 Ensure that the virtualization setting is enabled in the BIOS5 Save the BIOS changes and reboot the server from the USB stick

            After the server has booted from the USB stick and launched the installation software you will seea message at the bottom of the screen telling you that the server is being prepared for installationThis boot process has placed the servers in a discoverable state this plays a role in the nextphase of the installation process

            Continue the InstallationAfter the servers have been prepared and the software has been installed begin the configuration

            1 On your workstation disable the firewall

            On Red Hat Enterprise LinuxCentOS 7 systems use the following commands

            systemctl stop firewalld

            systemctl disable firewalld

            On other Linux-based operating systems use the following commands

            service iptables stop

            service ip6tables stop

            chkconfig ip6tables off only include this command if you want to permanently turn thefirewall off

            chkconfig iptables off only include this command if you want to permanently turn thefirewall off

            2 On your workstation disable SElinuxYou can check the status of SElinux with sestatus The result should appear as SELinuxstatus disabledIf you do not see disabled

            1 Edit etcselinuxconfig and set the SELINUX variable to disabled2 Reboot your client workstation

            3 On the workstation launch the Aureum installation management tool Type

            sudo tmpsamsp-400ltversiongtsamspsh

            Install Aureum | 17

            You should see something similar to the following

            Launching Management Server Platform version 400rootOpen your browser and enter the URL httpslocalhost to continueDo not terminate samsp it is required to complete cluster configurationYou can view tmpsamsp-40010872logmsplog for detailed progress activity

            Important Do not terminate samsp because it is needed to complete clusterconfiguration

            4 Open a browser and type

            httpslocalhost If you are running the browser on the same workstation running the stand alone MSP orhttpsltip addressgt IP address of the workstation running the standalone MSP

            This launches the Peaxy Management Tool If prompted accept the self-signed Peaxy certificate

            After the initial setup is complete the IP address changes in the browser address bar This isexpected and correct behavior Now the installation portion of the AMS exits and the integratedAureum manager becomes active

            In the next step the Aureum manager guides you through the initial configuration process

            Create an Admin AccountThe first step in configuring a new Aureum system is to supply the details for the Admin account Afterthe installation process is complete and Aureum is up and running the Admin account is used to loginto the Aureum web UI (PMT) to perform additional administration tasks such as creating other useraccounts and a client registration password

            Important The Admin account has access to critical areas of Aureum Ensure that the Adminaccount is secure

            1 Type an email address for the accountThe AMS verifies that the email address is formatted correctly but does not check the validity ofthe email address itself This is the email address to which emails are sent

            Note When setting the outgoing mailer settings the use of a customized email addressis highly dependent on the mail server While it might be possible to use a custom emailSEND FROM address many mail servers (such as Gmail) do not allow sending email usinganything other than the registered user account name

            2 Type a user name for the accountThe user name must be between 3 and 32 characters and can contain letters numbers dots ()and at signs ()

            3 Type a password to be associated with the user name in the previous stepPasswords are case sensitive and should be secure Best practice shows that you should changepasswords regularly

            4 Confirm the password by retyping the password exactly as you entered it aboveWhen all of the fields are complete and have the correct format the SUBMIT button turns fromgray to blue

            5 Click SUBMIT

            The user account information is now created and stored

            Important Set up the outgoing emailer settings as soon as possible after completinginstallation of Aureum If you forget or lose your password Aureum cannot send you a newone until the outgoing email is configured

            Install Aureum | 18

            The next step is to import the Aureum license

            Import an Aureum LicenseImporting the license for an Aureum instance activates the Peaxy software License types are assignedto the Admin account that you created at the beginning of the installation

            Before you create an Aureum system make sure that you have received your license from Peaxy andthat the license details are correct

            Each time you create an Aureum instance you must import a license

            1 Select the license to import or drag it onto the files areaThe license is a bdl file that contains all of the files needed to install the license

            2 Click IMPORT3 The system installs the license and continues to the next step

            Provide Aureum InformationDefining a few basic configuration items is the first step in setting up Aureum

            During the first steps of the initial configuration you provide the basic information needed to createAureum its components and the namespace details

            1 Enter the Network settingsa) Enter the gateway addressb) Enter the subnet maskc) Enter the primary DNS domain suffix and up to three DNS server addresses

            DNS servers must be entered as IP addresses Each DNS server is on a separate line2 Enter the General settings

            a) Enter a name for this Aureum instanceNames can be up to 14 characters and can contain letters numbers dashes and underscores

            b) Optional Enter a location for the Aureum system for example ldquodatacenterrdquo or ldquoPhoenixofficerdquo

            c) Enter the Aureum IP addressd) Optional Enter up to three NTP servers

            Including an NTP server ensures that the time stamp for Aureum is always correcte) Select the time zone to use from the drop-down menu

            This ensures that all nodes in Aureum use the same time zone3 Define the Namespace settings

            Install Aureum | 19

            a) Select the average file size that you expect Aureum to containYour expected average file size selection is used by Aureum to determine the most efficientdistribution of hyperservers Aureum uses the selection you make here to determine theestimated ratio of namespace hyperservers to data hyperservers

            b) Set the default namespace replication factor from 2 to 4The namespace replication factor is the number of replicas that Aureum creates for thenamespace

            4 Click CONTINUE

            Add resources to Aureum You can also click CANCEL to cancel the installation

            Add ResourcesResources refer to the physical servers that will make up Aureum These can be any commodity serversuch as a 1U or 2U server with any number and size of disks These resources are used to build thenamespace and data hyperservers that form the heart of a running Aureum system

            Note After a resource has been added Aureum claims the complete resource Unusedportions of a resource are designated as spares and are used in case of a failure or expansion

            1 The system locates all physical servers that have been booted using USB sticks and are currently indiscovery stateYou will see a list of the servers available for inclusion Use the filter to narrow your search by servername

            2 Select the servers to add to Aureum

            Servers scheduled for selection have a check mark to the left Select the box beside SERVER NAMEto select all servers in the list

            3 Enter the required number of IP addresses or an IP range The number of IP addresses neededappears above the IP ADDRESSES entry box

            The system determines the number of IP addresses needed to ensure that all Aureum componentscan communicate receiving requests and returning responses Addresses can be individual IPaddresses (xxxxxxxxxxxx) an IP address range (xxxxxxxxx - xxx) or an IP address with a wildcard(xxxxxxxxx) Separate the IP addresses with a space comma or newline

            Install Aureum | 20

            Aureum only supports IPv4 (the dotted quad format) For example

            192168100419216810015-2019216873

            4 Define the roles of the serversClick the ROLES column entry for a server and configure the servers to support either data accessor search (SolrCloud) While it is possible to configure a server to support both data access andsearch this setting is not recommended for a production deployment

            Note Aureum 40 supports SolrCloud clusters with one or three nodes Aureum 40 doesnot support SolrCloud clusters with either two nodes or more than three nodes

            5 Define the bonding for the network port cardsYou should see the same speed for all of the network interfaces (NICs) on this server Use the list ofall NICs that are bonded with the interfaces on this server to form your decision Inactive NICs arenoted as sucha) Click the ETHERNET column entry for the server whose bonding to configure

            If the column text is red some interfaces are not bonded to the server If the text is blue allavailable interfaces are bonded

            b) Place a check mark next to all of the interfaces to bond to this server Remove the check markfor those interfaces you do not want included in the bond

            6 Optional Toggle the server beacon on or offBeacon signals guide you to the server in question This is often used when troubleshooting tolocate a specific server in a large group of servers

            7 Click CONTINUEWait for the installation wizard to verify that the IP addresses you entered are valid and can beused The system assigns the IP addresses and sets the state to Pending

            8 Click START INSTALLATIONThe button changes from START INSTALLATION to INSTALLATION IN PROGRESS The systemassigns the resources to Aureum and determines the necessary number of dedicated nodesneeded for the configuration The progress is displayed but you can also use the Log link to followindividual progress If some of the servers are not yet ready wait a few moments and retry

            The installation process will take some time typically 10 to 20 minutes When complete the IPaddress in the browser will switch from the local IP of your workstation to the Aureum IP addressthat was entered earlier This signals the transition from the AMS you launched earlier (samsp) to theintegrated PMT that is now running on Aureum

            The next step is to create a default storage class

            Create a Default Storage ClassA storage class groups and manages data hyperservers with similar replication factors capabilitiesand performance configuration

            You must configure at least one storage class to use as the default during the initial Aureumconfiguration You can create more storage classes at any time as long as you have the resourcesnecessary

            1 You are presented with the create Initial Storage Class option2 Enter the required information to create the storage class

            a) Type a name for the storage classClass names can be up to 14 text characters

            b) Define the performance levelPerformance levels based on throughput and seek time Select the paired setting that is best foryour expected usage For the widest option select ldquoAnyrdquo

            c) Set the replication factor

            Install Aureum | 21

            Remember all hyperservers assigned to this storage class will use these settings

            Note You must include at least the same number of resources to create the specifiedreplication factor For example you cannot have a replication factor of three in anAureum system with only two servers

            Because each replication requires some amount of storage the replication factor selectedaffects the amount of total storage available

            Tip The Aureum data space is partitioned through all the data-capable hyperserversEach hyperserver can be configured to offer a specified replication factor This lets youstore vital data with high redundancy while more transient data can skip replication inorder to optimize storage and performance costs

            d) Optional Enable flexible space allocationEnabling flexible storage space allows the members of the storage class to consume thecapacity needed When more storage space is needed more is allocated automaticallyregardless of the initial allocation Peaxy recommends this option for general use Some casesmight have different needs

            e) Optional To make this the default storage class select YESAll data that does not meet the conditions in a specific data policy will be stored on the defaultstorage class (See data policies in the Aureum Administrator Guide)

            3 Click CREATE STORAGE CLASS4 To complete the initial installation and configuration click FINALIZE AUREUM then click YES to

            confirm the configuration is correct

            Important After you click FINALIZE you must wait for the health indicator on the Aureumcard or list turn green before using Aureum

            The Aureum installation is complete and the PMT shows the main Aureum window To configureadditional Aureum storage classes and data policies and to understand how to monitor Aureum seethe Aureum Administrator Guide

            Define Outgoing Mail SettingsIn order for Aureum to send email notifications and provide lost password recovery you must tellAureum how to send email alerts

            Important Configure outgoing email settings as soon as reasonably possible If you lose orforget your password Aureum cannot send reset instructions until you configure the emailsettings

            1 Select EMAILER CONFIG from the SETUP WIZARD pane or from the Navigation menu select EMAILER

            2 Type the email (SMTP) server to use when sending the emailThe email server must be accessible from Aureum

            Install Aureum | 22

            3 By default the system uses port 587 This is usually the right setting Only change the EMAILSERVER PORT if your organizations SMTP server requires it

            4 Enter a valid user account and password that Aureum will use to send email from this server5 Optional SEND FROM is required only if your email server requires Transport Layer Security (TLS)

            If this is the case type the SEND FROM email addressGenerally the recommended SEND FROM address is a working system administrator account

            6 Click SAVE

            Create a Client Registration UserThe Aureum client registration user and password allow client authentication at mount time

            This allows you to create a custom account for authenticating client mounts

            1 Click REGISTRATION2 Type a name for the user This will be the username that is authorized to type in the registration

            password when an Aureum client is installed3 Type the client registration password This password is used to register the Aureum client for

            authentication at mount time4 Click SAVE

            Configure SecurityDefine define the level of security for client communication

            1 Click SECURITY LEVEL2 Slide the controller to the level of security your data will use

            3 Click ACCEPT

            ConnectAn Aureum client mounts Aureum and allows access to folders and files Peaxy provides clientsoftware for Linux users and allows Windows users to access Aureum through a Windows share

            The Linux-based client uses a FUSE component to remotely access Aureum services Almost all Linuxinstallations include FUSE so you should not need to do anything extra

            The Aureum client has a small footprint A very limited set of memory and CPU cycles are needed toperform the client functions Also the Aureum client can be used concurrently with other clients forNFS and other network file systems

            When you install the client the client drivers are added to the default system directories To accessthese directories use the mount command (more commonly known as mapping a drive in Windows)to mount the client to the directory

            Install Aureum | 23

            Mounting a client to an Aureum directory loads all the data structures necessary for the client tointeract with Aureum As the structures change Aureum updates them In order for a client to accessAureum all that is necessary is that the client know the IP address or URL to which the client willconnect and the client-Aureum registration password

            Also available is the ability to join a Windows domain and create domain-authenticated users who canaccess different areas of Aureum

            Linux Client-Aureum RegistrationThe minimum security level for Aureum is the authenticated mount To ensure that unauthorized usersdont gain access to data Peaxy provides an authenticated mount between Aureum Linux clients andAureum using certificates and registration

            Note The process described in this section applies to Linux clients Windows domains userswith credentials from an Active Directory access Aureum through a Windows share

            Security is always an important part of any system that provides data access especially when theaccess spans many users and locations Peaxy provides a registration process where the clientand server exchange certificates which are used to authenticate subsequent connections Theregistration provides a mutual authentication method between the client and Aureum allowing theclient access Only authenticated clients are allowed to mount Aureum Other clients cannot use thesame authentication as part of the certificate registration Aureum generates a client key pair that isunique to each client-Aureum connection

            How It WorksThe AMS requires a dynamic registration at the initial mount time As part of the registration Aureumgenerates a key pair unique to each client This key pair is persistent so you do not need to re-register the client each time you mount Aureum

            This initial registration is required the first time the client mounts Aureum and requires a specialregistration password that is unique to Aureum This password is entered by the Aureum administratorat the workstation on which the client is installed Subsequent client mounts use the client certificateissued during registration

            Security LevelsAureum offers varying levels of security

            The security level is visible on the Aureum card or list and is indicated in the SECURITY section by thenumber of total locks that are green Gray locks indicate how many additional security levels you canselect For example if there are four total locks and three are green your current security level is 3Message Integrity

            bull Data Confidentiality all data in and out of Aureum is verified and encryptedbull Message Integrity message authentication codes verify message integritybull Kerberos Authentication use the Kerberos authentication protocol as the mechanism for

            authentication between a client and a server or between one server and another serverbull Authenticated Mount use X509 certificates to mutually authenticate and validate all Aureum

            clients and hyperservers in Aureum

            Create an ExportCreate an export to allow Linux clients to mount and access Aureum

            1 From the Navigation menu select SECURITY gt EXPORTS2 Type the export name3 In the EXPORT CONTENT IN field choose the data class to export

            The IN DIRECTORY field automatically populates with the path specified by the chosen data classYou can extend this path but you cannot shorten it For example if the data class specifies the

            Install Aureum | 24

            engineeringsoftware directory you can extend this path to be engineeringsoftwareqa However youcannot shorten the path to be engineering

            Note The system root data class specifies the root () directory You can extend this path inany way you choose The path must start with a slash and wildcards are not allowed

            4 Optional Include a description to provide more information about the export5 Click CREATE6 To edit or delete an export click the corresponding entry in the list

            bull To edit the export make the changes needed in the edit panel and click SAVE CHANGESbull To delete an export click the corresponding trash can icon ( ) and confirm the deletion

            Install a Linux-based Aureum ClientYou install the Aureum client on physical hardware or on a workstation in the cloud Use the client tomount and access Aureum directories

            Before installing the client make sure that your system meets the minimum requirements describedin the Requirements section of this document

            Note Aureum uses FUSE in Direct IO mode for better performance The version of FUSErunning on older versions of CentOS Red Hat Enterprise Linux doesnt support mmap whenFUSE is being used this way This might cause some mmap functions such as ACCESS_WRITEMAP_SHARED and PROT_WRITE to fail You can use the mount flag --disable-direct-io-mode to disable Direct IO mode

            If you choose to use Direct IO mmap will be disabled on CentOS56 and 57 since those versionsdont support mmap with direct IO Enabling this option will result in a significant performancedegradation on clients using this option Peaxy strongly recommends that you upgrade to a newerversion of Linux

            Ensure FUSE and its dependencies have been installed on each client If it has not been installedinstall FUSE according to the instructions for the package you chose On CentOS for example installthis by typing

            sudo yum -y install fusex86_64 fuse-develx86_64 fuse-libsx86_64

            The version numbers for your installation may differ

            If you have installed a version of the fuseko module that is not the Peaxy-specific version runadditional commands at the end of the installation process This prevents kernel-oops messages fromconsuming all of the space in the varspool directory These messages indicate a benign conditiondue to a Linux FUSE problem

            Run the following commands

            chkconfig --levels 2345 abrt-oops off service abrt-oops stop

            Note The client installation sets the following values automatically

            Parameter Value set to

            netipv4tcp_tw_recycle 1

            netipv4tcp_fin_timeout 2

            netcorewmem_max 2097152

            netcorermem_max 2097152

            netcorewmem_default 2097152

            netcorermem_default 2097152

            Install Aureum | 25

            1 Download the Aureum client file from the support section of the Peaxy website at wwwpeaxynetsupport (login is required)The file is downloaded as a targz package and contains an installer It has a name similar tohfclient-fuse-400ltbuildnumbergttargz

            2 Unpack the distribution file by typing the following

            tar -zxvf hfclient-fuse-400ltbuildnumbergttargz

            You will see something like the following

            hfclient-fuse-400hfclient-fuse-400setupshhfclient-fuse-400scriptshfclient-fuse-400scriptsupdatedbshhfclient-fuse-400scriptsc_rehashshhfclient-fuse-400scriptssysctlshhfclient-fuse-400scriptsunregshhfclient-fuse-400scriptsconfshhfclient-fuse-400binhfclient-fuse-400binfusehfCentOS-5xhfclient-fuse-400binfusehfhfclient-fuse-400confhfclient-fuse-400confhfconftgz

            3 While logged in as root run setupsh installThe driver files are installed in the default system directories You will see something similar to thefollowing

            sudo setupsh install

            Installer for Peaxy Aureum Client version 40

            Checking package contentsInstalling hf client binariesremoved `optpeaxy-40sbinfusehf`binfusehf -gt `optpeaxy-40sbinfusehfInstallation complete

            Mount Aureum

            Mount Aureum (Linux)After the client is installed use the mount command to mount Aureum

            At a command prompt type

            sudo mkdir -p ltmnt_pointgtsudo mount -t fusehf hfltmgmt_ipgt ltmnt_pointgt -o user=ltclient registration usernamegt

            where ltmgmt_ipgt is the Aureum IP address for example 172161061 and ltmnt_pointgt is thedirectory that will serve as your local mount point for example mntpeaxy

            If you omit -o user=ltclient_user_namegt you would be prompted for the password associatedwith the local admin account to complete the client registration Best practice is to always create aclient registration account and use that password

            The first time you mount the client to Aureum you will be prompted for a registration passwordto allow client-Aureum authentication Type the client registration password Otherwise youradministrator must do this for you

            Peaxy strongly recommends that you change the password often especially after typing the passwordfor a client registration

            If you or your IT administrator have associated a DNS entry with the Aureum IP address you mightwant to use the DNS name as the name for your mount point

            Install Aureum | 26

            To configure the Aureum client to automatically mount on startup locate the etcfstab file andadd the line

            hfltmgmt_ipgt ltmnt_pointgt fusehf defaults 0 0

            where ltmgmt_ipgt is the Aureum IP address for example 172161061 and ltmnt_pointgt is the localmount point for example mntpeaxy

            Note If you are running CentOS 7 change this line to add the _netdev flag as below

            hfltmgmt_ipgt ltmnt_pointgt fusehf defaults_netdev 0 0

            You can now use the Aureum client to access Aureum

            Unregister a Linux Client from AureumYou can securely unregister an installed FUSE client from the Aureum system that it mounts

            Removing the registration renders the client unable to access Aureum If you use the all option youwill need to perform a new registration setup before you can mount Aureum again

            Unregistering a client is done by running the unregsh script Use the following procedure tounregister the client

            1 On the workstation running the client open a command prompt2 Move to optpeaxybin the location of the script3 Run the script

            bull Type sudo unregsh ltAureumgt to unregister the client from a specific Aureum systemReplace ltAureumgt with the Aureum system to unregister

            bull Type sudo unregsh all to unregister the client from all Aureum systems on which theclient is registered

            Note Peaxy strongly recommends using the all option before you decommission aclient workstation

            Windows ConfigurationDomain users with credentials from an Active Directory can access Aureum through a share

            After Aureum joins a domain it sets up network shares for chosen directories (including all containedsubdirectories) To domain users these shares look the same as any other folder that is accessible viathe network

            Unlike an Aureum client which mounts to the root of the volume a share allows a user to exportsubdirectories for more granular access

            Where to Find ItFrom the Navigation menu select SECURITY gt DOMAINS and SECURITY gt SHARES

            Join a DomainBefore you can create a share you must join a Windows domain

            You can pre-create a machine account in an Active Directory under a specified OU If you choose notto do so Aureum will try to add a computer account to the default location of ldquoComputersrdquo

            Important If Aureum is already joined to a domain joining another domain will replace thejoin not add to it Aureum will only be joined to the most recently joined domain

            1 From the Navigation menu select SECURITY gt DOMAINS2 Type the complete Windows domain to join for example engexamplecom3 Type the username with access to the domain The user must have the necessary permissions to

            join Aureum to the domain4 Type the password associated with the username or access to modify an object in the OU if the

            machine account was pre-created

            Install Aureum | 27

            5 In the NETBIOS NAME field set the Aureum computer account name you wish to be created in theActive Directory If Aureum is using a pre-created machine account in a specific OU then the nameyou specify here must match that name exactly

            6 Click JOIN

            After the domain has been joined the JOIN button changes to LEAVE To leave the domain clickLEAVE

            Create a ShareCreate a share to allow Windows users to connect to Aureum

            Before you can create a share you must join the appropriate domain

            1 From the Navigation menu select SECURITY gt SHARES2 Type the name of the share3 In the SHARE CONTENT IN field choose the appropriate data class

            The IN DIRECTORY field automatically populates with the path specified by the chosen data classYou can extend this path but you cannot shorten it For example if the data class specifies the engineeringsoftware directory you can extend this path to be engineeringsoftwareqa However youcannot shorten the path to be engineering

            Note The system root data class specifies the root () directory You can extend this path inany way you choose The path must start with a slash and wildcards are not allowed

            4 Optional Include a description to provide more information about the share5 Click CREATE

            6 To edit or delete a share click the share to be modified

            bull To edit the share make the changes needed in the edit panel and click SAVE CHANGESbull To delete the share click the trash can icon ( ) and confirm the deletion

            Mount an Aureum Windows ShareDomain-authenticated users can mount and access Aureum directories using a share

            After Aureum has been joined to a domain and the share has been created you can easily mount tothe share

            The exact mount process is based on your workstation OS

            Install Aureum | 28

            If you do not already know it you can determine the mount point from Aureum by navigating to theJOIN DOMAIN page and using one of the listed public IP addresses as the mount point Include theshare name when mounting

            Peaxy recommends that you take the list of public IP addresses and enter them into your DNS serverlisted under the Aureum NetBIOS name within the appropriate domain In cases where multipleaddresses are used the DNS server automatically round-robins the returned address This ensure thatclient connection load is distributed across the available nodes

            As a Windows example to mount a drive letter to Aureum Type

            net use ltdrive_lettergt ltpublic addressgtltshare namegt

            where ltdrive_lettergt is the drive letter to assign to Aureum ltpublic_addressgt is the IP address usedto join the domain and ltshare_namegt is the share

            You then log into the share using your domain-authenticated username and password For exampleMYDOMAINmyname

            After mapping the drive access Aureum through Windows Explorer just like you would any otherdrive

            If the share does not appear in the Windows Explorer after a change such as a system reboot occursrefresh the view using the Refresh icon ( ) The share should display correctly

            You do not have to assign a share to a drive letter however In Windows Explorer type the public IPaddress and share name into the address bar Provide your username and password

            POSIX ComplianceAureum provides a POSIX-compliant interface

            Most of the Aureum interfaces are POSIX compliant and adhere to the IEEE standard The following isa list of exceptions to compliance

            bull The directory nlink count is not incremented when a subdirectory is addedbull inode retention differs from the POSIX specification because there is no way to retain the original

            inode number when a rename entails a move to a different device You can display the datahyperserver extent ID instead of the namespace hyperserver Node ID to the caller in the statfamily of calls This does not change when a file or directory is renamed It does change if the file ismigrated from one data hyperserver to another

            bull If two mount points are held to the same Aureum and a file is closed on one Aureum does notremove a fcntl lock for the same file on another This is a variance on the way that NFS worksThe internal locking structures take into account the client ID which varies depending on the clientmount If there are two different mounts to a server Aureum treats them as separate machineswhich NFS does not

            bull The file locking call flock() is emulated using POSIX byte range locks (fcntl() ) The POSIXcompliance specification does not cover flock() This implementation mirrors the behavior ofNFS The Aureum behavior is slightly different and varies from the POSIX specification as follows

            1 As in NFS you must have write permissions to get a write lock2 As in NFS you cannot place both flock() and fcntl() locks on the same file as these locks

            will conflict3 An flock() will not inherit across forks4 The flock() will be durable against other file closes but fcntl() locks will not behave within

            the POSIX specification5 As well as being removed by an explicit f_unlock record locks are automatically released

            when the process terminates or if it closes any file descriptor referring to a file on which locksare held This means that a process can lose the locks on a file like etcpasswd or etcmtab if a library function opens reads and closes it

            Information and ResourcesThe latest news and information can always be found on the Peaxy website

            Peaxy provides documents that are designed for different audiences These documents furnish acomprehensive explanation of Aureum and how to use it Additionally information is available fromtooltips Each field has a tooltip that adds explanations and any limitations for the item

            The most current and accurate information available was included at the time this document wasprepared However changes may occur after the document is released Always read the ReleaseNotes for the most current information

            Aureum Installation GuideA step-by-step guide to installing and configuring Aureum into your network

            Aureum Administrator GuideA guide to understanding the Aureum architecture Provides details for planning configuring andmonitoring your implementation

            Quickstart SeriesA series of two-page guides providing an abbreviated set of instructions for Aureum tasks Theycan be taken in order or used as reminders for individual tasks

            Tech NotesSome technical issues are outside the scope of the regular documentation These are presented asTechnical Notes

            Contact Peaxy9 am to 5 pm Pacific Standard Time

            Main +1 (408) 441-6500

            Support +1 (408) 763-3700

            By phone

            Support toll free US only +1 (844) 277-3299

            General information infopeaxynet

            Sales salespeaxynet

            Support supportpeaxynet

            By email

            Documentation feedback feedbackpeaxynet

            Online wwwpeaxynetsupport (login required)

            Peaxy Inc

            2380 Bering Dr

            By mail

            San Jose CA 95131 USA

            LegalPeaxyreg and Aureumtrade are registered trademarks of Peaxy Inc

            All other trademarks belong to their respective companies

            CopyrightsThis document is copyright copy 2016 Peaxy Inc

            Aureum software includes portions of the following

            bull Amazon Web Services (AWS) Java SDK httpsawsamazoncomsdk-for-java and httpawsamazoncomapache-2-0

            bull Apache License Version 20 January 2004bull BEOPEN PYTHON OPEN SOURCE LICENSE AGREEMENT VERSION 1bull BSD 3bull crc32 routine COPYRIGHT copy 1986 Gary S Brownbull Element Tree used under the Python licensebull Erlang Public License (EPL) a derivative work of the Mozilla Public License Now provided under

            the Apache 20 licensebull GoogleAuth httpsgithubcomwstrangeGoogleAuthbull GNU Lesser General Public License Version 3 Copyright copy 2007 Free Software Foundation Inc

            and GNU Lesser General Public License Version 21 Copyright copy 1999 Free Software FoundationInc

            bull Samba is Free Software licensed under the GNU General Public License httpswwwsambaorgsambadocsGPLhtml the Samba project is a member of the Software Freedom Conservancy

            bull JSON-C Copyright (c) 2009-2012 Eric Haszlakiewicz and Copyright (c) 2004-2005 MetaparadigmPte Ltd

            bull Kerberos Copyright copy 1985-2009 now under the MIT 2 licensebull libcurl Copyright (c) 1996 - 2015 Daniel Stenbergdanielhaxxsebull lshow used under the GPL licensebull MIT (X11) Copyright copy 2007-2015bull RIAK Creative Commons (httpcreativecommonsorg licensesby30)bull Goldrush Copyright copy 2012 Magnus Klaarbull Meld Under ZPL licensebull NSIS (Nullsoft Scriptable Install System) copy 1999-2013bull OpenSSL License Copyright (c) 1998-2016 The OpenSSL Project and Original SSLeay License

            Copyright (c) 1995-1998 Eric Youngbull Protobuf Copyright 2008 Google Inc now under the BSD 3 licensebull Setup Tools (setuptools-06c11) Under ZPL licensebull Sodium crypto library (libsodium) ISC license Copyright (c) 2013-2015 Frank Denisbull Solr the Apache Lucene project Copyright copy 2010 The Apache Software Foundationbull TCL Copyright copy Regents of the University of California Sun Microsystems Inc Scriptics

            Corporation and other partiesbull The Apache Lucene project Copyright copy 2010 The Apache Software Foundationbull The Apache Tika project Copyright copy The Apache Software Foundationbull VirtualBox Copyright copy 2007 Oracle Corp as part of the GNU GPL V2 Licensebull YAWS Copyright copy 2006 Claes Wikstrom now under the BSD licensebull Apache zookeeper Under the Apache 2 license

            Index | 35

            Index

            bdl license file 18

            img 12

            MD5 12

            zip 12

            A

            access directories 24Active Directory 26add

            resources 19servers 19

            Admin 17administrator 17AMS 12 14 15 16Aureum IP address 11Aureum Manager 6 12 14Aureum name 18Aureum overview 5average file size 18

            B

            beacon turning on or off 19BIOS 15bonding network interface 19bootable USB 12 14browser 15button color 17

            C

            capacity 10 19CentOS 10checksum 12client registration 22clients 22configuration 11configure email 21connect 22contact 31create

            export 23share 27

            create Aureum 15create storage class 20

            D

            dedicated capacity 20dedicated nodes 5default storage class 20directory access 24discover resources 12 14 19discovery state Aureum nodes 12 14disk space required 10DNS server 11DNS servers 18documentation 31domain-authenticated user

            domain 27

            domain-authentication 22domain suffix 11download images 14

            E

            editsecurity level 22

            emailer settings 21Ethernet

            interface 10switch 10

            exportCIFS 23create an export 23

            F

            files needed 12 14firewall 12flexible capacity 20flock 29FUSE 10

            G

            gateway 11 18

            H

            hardware requirements 10how to reach Peaxy 31

            I

            image copier 12 14import a license 18initial configuration 18inode retention 29install

            client 24Linux client 24

            introduction 5iptables 16

            J

            javarequired version 12 14

            javaw 14

            K

            Kerberos 22 22 23

            L

            legal 33levels of security 23license files 18licenses 18

            Index | 36

            Linux client install 24localhost 15location 18

            M

            maintenance agreement 18management IP 15mapping 22mount Aureum 24 27mounting 22 22

            N

            namespace 18Navigation menu

            configuration 11security 22

            netBIOS 22NIC 19NTP server 11 18

            O

            outgoing email 21overview

            architecture 6Aureum building blocks 6components 6

            P

            password 17password limitations 17ports 12POSIX compliance 29primary domain 18primary domain suffix 11

            R

            RAM requirements 10realms 22reboot 12 14recommended configuration 10Red Hat Enterprise Linux 10replication factor 11 18 20resources

            needed 10run setup 16

            S

            samsp 12 14 16security 22 23security levels

            security 22 23select the license 18SElinux 16sestatus 16set performance levels 20settings 11setup 16share

            CIFS 27

            create a share 27Share 26SMTP 17 21software files 14space needed 10storage class creating default 20subnet mask 11Support hours 31

            T

            tar ball 24time server 18time zone 11 18

            U

            USB 15USB stick 10 12 14user account 17

            V

            virtualization 6 15

            W

            what youll need 11Windows

            domain 26join a domain 26share 27

            Windows client 10

            Y

            yum 24

            • Contents
            • Introduction
              • How Aureum Works
                • Install Aureum
                  • Resource Requirements
                  • Aureum Configuration Settings
                  • Port Requirements and Firewall Settings
                  • Prepare Aureum Installation Resources (Linux)
                  • Prepare Aureum Installation Resources (Windows)
                  • Install the Software
                  • Continue the Installation
                  • Create an Admin Account
                  • Import an Aureum License
                  • Provide Aureum Information
                  • Add Resources
                  • Create a Default Storage Class
                  • Define Outgoing Mail Settings
                  • Create a Client Registration User
                  • Configure Security
                  • Connect
                    • Linux Client-Aureum Registration
                    • Security Levels
                    • Create an Export
                    • Install a Linux-based Aureum Client
                      • Mount Aureum (Linux)
                      • Unregister a Linux Client from Aureum
                        • Windows Configuration
                          • Join a Domain
                          • Create a Share
                          • Mount an Aureum Windows Share
                            • POSIX Compliance
                            • Information and Resources
                            • Index

              Install Aureum | 10

              Resource RequirementsThe requirements for the hardware are minimal and depend on the Aureum configuration you define

              The software installation image is self-contained and does not have outside software requirements

              Minimum Hardware Requirementsbull Three or more servers compatible with Red Hat Enterprise Linux version 7 64-bit 1

              bull Each server should have a minimum of 24 GB RAM and one core per physical device (diskLUN)bull One or more 1 or 10 Gigabit Ethernet connectionsbull One 2 GB USB stick per serverbull One available USB port on each server

              Important If you are planning replication you can replicate across only same-sized drives Forexample replication must be between multiple 1 TB drives or between multiple 2 TB drivesand so on

              Aureum SolrCloudCompute Node Requirementsbull 4 or more CPU coresbull 64 GB RAMbull 1 TB local storage

              Aureum FUSE Client RequirementsAureum clients may be run on either physical or virtual machines and can use either 1 Gigabit or 10Gigabit Ethernet connections

              Additionally the client requires

              bull 1 or more CPU coresbull 2 GB RAMbull Red Hat Enterprise Linux version 5 6 or 7 64-bit or CentOS 5 6 or 7 64-bit or laterbull FUSE (the Linux File System in User Space)

              Aureum Windows Client RequirementsAureum clients may be run on either physical or virtual machines and can use either 1 Gigabit or 10Gigabit Ethernet connections

              Additionally the client requires

              bull 1 or more CPU coresbull 2 GB RAMbull a supported operating system

              2008 SP2 x86 and 64-bit

              2008 R2 64-bit

              2012 64-bit

              Windows Server

              2012 R2 64-bit

              Vista x86 and 64-bit

              Windows 7 x86 and 64-bit

              Windows 8 x86 and 64-bit

              Windows

              Windows 81 x86 and 64-bit

              1 The complete list of compatible hardware is available at httpshardwareredhatcom

              Install Aureum | 11

              Windows 10 x86 and 64-bit

              Aureum Configuration SettingsConfiguration settings are needed to install and configure Aureum There can be additional optionalsettings

              Table 1 General and Network Settings

              Item Description Example

              Aureum name Names can be up to 14 alphanumeric characters and cancontain dashes (-) and underscores (_)

              Aureum_One

              Aureum IPaddress

              This is a floating IP address that is used for communicationto and from Aureum Communication can be donethrough the Aureum IP address Peaxy recommendsthat organizations create a DNS entry for Aureum that ismapped to the IP address allowing you to refer to Aureumby a more meaningful name

              10213119

              IP addresses A list of IP addresses or one or more ranges of IPaddresses that the configuration wizard can use to assignIP addresses to discovered hypervisors If you includemultiple ranges the Aureum manager will use all availableIP addresses in the first range before moving to thesecond

              151145011715114520 - 94

              Gateway Aureum needs to be assigned a default gateway addressThe gateway is used by each hypervisor and node thatcomprises Aureum

              1721601

              Subnet mask All hypervisors making up Aureum must reside in the samesubnet This is defined by the subnet mask

              25525500

              DNS domainsuffix

              Working with the DNS server the domain suffix identifiesthe server within a smaller network (like a computer lab)

              peaxynet

              DNS server list A list of up to three DNS servers to use 55219208672222228888

              Time zone The time zone to use (UTC-800) Pacific

              NTP server The IP address of the network time protocol (NTP)server that Aureum should use to coordinate time acrossthe entire namespace even if the servers within thenamespace are in disparate locations This can be criticalwhen Aureum needs to compare timestamps

              0poolntporg1poolntporg

              Averageexpected file size

              The selection here is used by the system to determine themost efficient ratio of namespace hyperservers to datahyperservers

              bull Small files (less than 1MB)bull Medium files (less than 20MB)bull Large files (greater than 20MB)bull A mixture of file sizes

              Large files (greaterthan 20MB)

              Replication factor The number of replicas created for data when the filesare assigned to a particular storage class Setting thereplication factor to 2 indicates that the original and one

              2

              Install Aureum | 12

              Item Description Exampleadditional replica of the data are saved providing higheravailability Valid options are 2 3 and 4

              Use the appropriate replication factor for each storageclass to implement the best level of protection for criticaldata and to limit wasted consumption for sandboxes andother nonessential data For data that is not critical or forsandboxes you can choose a lower replication factor Usea high replication factor for data that is critical or accessedoften

              Table 2 Emailer Settings

              Item Description Example

              Email server The name of the email server This is usually an SMTPserver

              smtpgmailcom

              Server port By default port 587 is used Only change this if corporateor security requirements demand it

              587

              Email serveraccount

              Enter a valid email account Aureum uses this account tosend email notifications and replacement passwords

              memycompanycom

              Password The password that is associated with the valid emailaccount

              Send from Only change this if your SMTP server allows it and yourcorporate requirements demand it Normally only serversusing TLS require this entry

              memycompanycom

              Port Requirements and Firewall SettingsBecause Aureum uses the network for traffic specific ports must be available

              The following table describes the ports that must be open for Aureum traffic and client connections

              Port Type Used for

              53 DNS DNS

              443 TCP Encrypted traffic

              514 UDP Log Server

              3033 TCP Statistic collection

              8001 TCP Analytics server

              8080 HTTP Windows client

              8443 TCP Encrypted traffic

              10011 UDP LinuxFUSE client

              Prepare Aureum Installation Resources (Linux)The software is installed on each server resource that will become part of Aureum Aureum ishardware agnostic but there must be adequate resources to complete the installation Each serveruses a USB stick to install the software

              Make sure that you have the required basic resources described in Resource Requirements Downloadthe software files from wwwpeaxynetsupport A login is required

              Install Aureum | 13

              1 Download the software installation files

              bull Release-ltreleasenumbergtimg is the image to be copied to a USB stick that will initializethe hardware

              bull Release-ltreleasenumbergtmd5 is the checksum file that validates the validity of the imagebull samsp-ltreleasenumbergtzip is a compressed file that contains the utilities to move the

              image to the USB stick and for the initial configuration of Aureumbull The Aureum client file

              bull hfclient-fuse-ltreleasenumbergttargz - the Aureum Linux client installation file2 From a command prompt on your workstation uncompress the installation files Type

              sudo unzip samsp-ltreleasenumbergtzip -d tmp

              3 As root launch the image copier Double click img-copiersh and click Run on the dialog thatappears

              4 Browse to the software image you downloaded (the img file) and select this file

              5 Type a label for the USB sticks

              The label is used to identify the system during the initial installation and becomes the name of theserver on which it is installed If you use the same label on different sticks the software will add anumeric suffix when creating the host name for example HOST-01 HOST-02 and so on Labelscannot exceed 16 charactersYou can provide a different label for each USB stick but to do so you must copy the image file toeach stick individually

              6 Insert the USB sticks into a port on your workstation or a hub connected to your workstation andthen click REFRESH to make them visible to the image copier tool Select the sticks you want fromthose displayed in the destination drives list The USB stick must be at least 2 GB

              7 Leave Verify copy operation enabled Peaxy strongly recommends that you do not skip this step

              Install Aureum | 14

              Depending on the speed on the USB sticks it can take several minutes to complete theverification

              8 Enable hypervisor protection if requiredEnable hypervisor protection if the underlying storage consists of non-redundant JBOD (acollection of hard disks that have not been configured to act as a RAID) This creates a softwareRAID 5 configuration for the container store used by AureumYou can disable hypervisor protection if you have a hardware RAID under the disk volumes Thisallows Aureum to use a higher-performing RAID 0 configuration instead

              9 Click START10After the copy is complete click EXIT and remove the USB sticks from the workstation or USB hub

              The USB stick now contains a bootable image of the Aureum installation software

              Prepare Aureum Installation Resources (Windows)The software is installed on each server resource that will become part of Aureum Aureum ishardware agnostic but there must be adequate resources to complete the installation Each serveruses a USB stick to install the software

              You must have administrator permissions to install the Aureum software

              Your workstation must be running the Java Runtime Environment (JRE) 17 or higher installed in orderto run the image copier

              Make sure that you have the required basic resources described in Resource Requirements Downloadthe software files from wwwpeaxynetsupport A login is required

              1 Download the software installation files

              bull Release-ltreleasenumbergtimg is the image to be copied to a USB stick that will initializethe hardware

              bull Release-ltreleasenumbergtmd5 is the checksum file that validates the validity of the imagebull samsp-ltreleasenumbergtzip is a compressed file that contains the utilities to move the

              image to the USB stick and for the initial configuration of Aureumbull The Aureum client file

              bull hfclient-fuse-ltreleasenumbergttargz - the Aureum Linux client installation file2 On your Windows workstation move to the location of the zip file and unzip the file using any

              uncompression program3 Move to the location of the uncompressed file and double-click the executable to start the

              installation4 With administrator privileges launch the image copier Double-click img-copierbat

              Install Aureum | 15

              If the image copier does not launch properly you might need to add javaw to your path Refer toyour Windows Operating System help for instructions

              5 Browse to the software image you downloaded (the img file) and select this file then click Run6 Type a label for the USB sticks

              The label is used to identify the system during the initial installation and becomes the name of theserver on which it is installed If you use the same label on different USB sticks the software willadd a numeric suffix when creating the host name for example HOST-01 HOST-02 and so onLabels cannot exceed 16 charactersYou can provide a different label for each USB stick but to do so you must copy the image file toeach stick individually

              7 Insert the USB sticks into a port on your workstation or a hub connected to your workstation andthen click REFRESH to make them visible to the image copier tool Select the sticks you want fromthose displayed in the destination drives list The USB stick must be at least 2 GB

              8 Leave Verify copy operation enabled Peaxy strongly recommends that you do not skip this stepDepending on the speed on the USB sticks it can take several minutes to complete theverification

              9 Enable hypervisor protection if requiredEnable hypervisor protection if the underlying storage consists of non-redundant JBOD (acollection of hard disks that have not been configured to act as a RAID) This creates a softwareRAID 5 configuration for the container store used by AureumYou can disable hypervisor protection if you have a hardware RAID under the disk volumes Thisallows Aureum to use a higher-performing RAID 0 configuration instead

              10Click START11After the copy is complete click EXIT and remove the USB sticks from the workstation or USB hub

              The USB stick now contains a bootable image of the installation software

              Install the SoftwareThe installation software on the USB stick installs the Peaxy software and lets you create Aureum

              1 Insert one prepared USB stick into each server Servers must have a console attached or beaccessible via an IPMI management tool

              Install Aureum | 16

              2 Apply power to the servers either individually or with a few seconds in between to complete the

              next steps

              Note If you have already configured your server to boot from USB skip steps 3 4 and 5

              3 Enter the server BIOS and instruct the server to boot from the USB stickThe method used to enter the BIOS depends on the server

              4 Ensure that the virtualization setting is enabled in the BIOS5 Save the BIOS changes and reboot the server from the USB stick

              After the server has booted from the USB stick and launched the installation software you will seea message at the bottom of the screen telling you that the server is being prepared for installationThis boot process has placed the servers in a discoverable state this plays a role in the nextphase of the installation process

              Continue the InstallationAfter the servers have been prepared and the software has been installed begin the configuration

              1 On your workstation disable the firewall

              On Red Hat Enterprise LinuxCentOS 7 systems use the following commands

              systemctl stop firewalld

              systemctl disable firewalld

              On other Linux-based operating systems use the following commands

              service iptables stop

              service ip6tables stop

              chkconfig ip6tables off only include this command if you want to permanently turn thefirewall off

              chkconfig iptables off only include this command if you want to permanently turn thefirewall off

              2 On your workstation disable SElinuxYou can check the status of SElinux with sestatus The result should appear as SELinuxstatus disabledIf you do not see disabled

              1 Edit etcselinuxconfig and set the SELINUX variable to disabled2 Reboot your client workstation

              3 On the workstation launch the Aureum installation management tool Type

              sudo tmpsamsp-400ltversiongtsamspsh

              Install Aureum | 17

              You should see something similar to the following

              Launching Management Server Platform version 400rootOpen your browser and enter the URL httpslocalhost to continueDo not terminate samsp it is required to complete cluster configurationYou can view tmpsamsp-40010872logmsplog for detailed progress activity

              Important Do not terminate samsp because it is needed to complete clusterconfiguration

              4 Open a browser and type

              httpslocalhost If you are running the browser on the same workstation running the stand alone MSP orhttpsltip addressgt IP address of the workstation running the standalone MSP

              This launches the Peaxy Management Tool If prompted accept the self-signed Peaxy certificate

              After the initial setup is complete the IP address changes in the browser address bar This isexpected and correct behavior Now the installation portion of the AMS exits and the integratedAureum manager becomes active

              In the next step the Aureum manager guides you through the initial configuration process

              Create an Admin AccountThe first step in configuring a new Aureum system is to supply the details for the Admin account Afterthe installation process is complete and Aureum is up and running the Admin account is used to loginto the Aureum web UI (PMT) to perform additional administration tasks such as creating other useraccounts and a client registration password

              Important The Admin account has access to critical areas of Aureum Ensure that the Adminaccount is secure

              1 Type an email address for the accountThe AMS verifies that the email address is formatted correctly but does not check the validity ofthe email address itself This is the email address to which emails are sent

              Note When setting the outgoing mailer settings the use of a customized email addressis highly dependent on the mail server While it might be possible to use a custom emailSEND FROM address many mail servers (such as Gmail) do not allow sending email usinganything other than the registered user account name

              2 Type a user name for the accountThe user name must be between 3 and 32 characters and can contain letters numbers dots ()and at signs ()

              3 Type a password to be associated with the user name in the previous stepPasswords are case sensitive and should be secure Best practice shows that you should changepasswords regularly

              4 Confirm the password by retyping the password exactly as you entered it aboveWhen all of the fields are complete and have the correct format the SUBMIT button turns fromgray to blue

              5 Click SUBMIT

              The user account information is now created and stored

              Important Set up the outgoing emailer settings as soon as possible after completinginstallation of Aureum If you forget or lose your password Aureum cannot send you a newone until the outgoing email is configured

              Install Aureum | 18

              The next step is to import the Aureum license

              Import an Aureum LicenseImporting the license for an Aureum instance activates the Peaxy software License types are assignedto the Admin account that you created at the beginning of the installation

              Before you create an Aureum system make sure that you have received your license from Peaxy andthat the license details are correct

              Each time you create an Aureum instance you must import a license

              1 Select the license to import or drag it onto the files areaThe license is a bdl file that contains all of the files needed to install the license

              2 Click IMPORT3 The system installs the license and continues to the next step

              Provide Aureum InformationDefining a few basic configuration items is the first step in setting up Aureum

              During the first steps of the initial configuration you provide the basic information needed to createAureum its components and the namespace details

              1 Enter the Network settingsa) Enter the gateway addressb) Enter the subnet maskc) Enter the primary DNS domain suffix and up to three DNS server addresses

              DNS servers must be entered as IP addresses Each DNS server is on a separate line2 Enter the General settings

              a) Enter a name for this Aureum instanceNames can be up to 14 characters and can contain letters numbers dashes and underscores

              b) Optional Enter a location for the Aureum system for example ldquodatacenterrdquo or ldquoPhoenixofficerdquo

              c) Enter the Aureum IP addressd) Optional Enter up to three NTP servers

              Including an NTP server ensures that the time stamp for Aureum is always correcte) Select the time zone to use from the drop-down menu

              This ensures that all nodes in Aureum use the same time zone3 Define the Namespace settings

              Install Aureum | 19

              a) Select the average file size that you expect Aureum to containYour expected average file size selection is used by Aureum to determine the most efficientdistribution of hyperservers Aureum uses the selection you make here to determine theestimated ratio of namespace hyperservers to data hyperservers

              b) Set the default namespace replication factor from 2 to 4The namespace replication factor is the number of replicas that Aureum creates for thenamespace

              4 Click CONTINUE

              Add resources to Aureum You can also click CANCEL to cancel the installation

              Add ResourcesResources refer to the physical servers that will make up Aureum These can be any commodity serversuch as a 1U or 2U server with any number and size of disks These resources are used to build thenamespace and data hyperservers that form the heart of a running Aureum system

              Note After a resource has been added Aureum claims the complete resource Unusedportions of a resource are designated as spares and are used in case of a failure or expansion

              1 The system locates all physical servers that have been booted using USB sticks and are currently indiscovery stateYou will see a list of the servers available for inclusion Use the filter to narrow your search by servername

              2 Select the servers to add to Aureum

              Servers scheduled for selection have a check mark to the left Select the box beside SERVER NAMEto select all servers in the list

              3 Enter the required number of IP addresses or an IP range The number of IP addresses neededappears above the IP ADDRESSES entry box

              The system determines the number of IP addresses needed to ensure that all Aureum componentscan communicate receiving requests and returning responses Addresses can be individual IPaddresses (xxxxxxxxxxxx) an IP address range (xxxxxxxxx - xxx) or an IP address with a wildcard(xxxxxxxxx) Separate the IP addresses with a space comma or newline

              Install Aureum | 20

              Aureum only supports IPv4 (the dotted quad format) For example

              192168100419216810015-2019216873

              4 Define the roles of the serversClick the ROLES column entry for a server and configure the servers to support either data accessor search (SolrCloud) While it is possible to configure a server to support both data access andsearch this setting is not recommended for a production deployment

              Note Aureum 40 supports SolrCloud clusters with one or three nodes Aureum 40 doesnot support SolrCloud clusters with either two nodes or more than three nodes

              5 Define the bonding for the network port cardsYou should see the same speed for all of the network interfaces (NICs) on this server Use the list ofall NICs that are bonded with the interfaces on this server to form your decision Inactive NICs arenoted as sucha) Click the ETHERNET column entry for the server whose bonding to configure

              If the column text is red some interfaces are not bonded to the server If the text is blue allavailable interfaces are bonded

              b) Place a check mark next to all of the interfaces to bond to this server Remove the check markfor those interfaces you do not want included in the bond

              6 Optional Toggle the server beacon on or offBeacon signals guide you to the server in question This is often used when troubleshooting tolocate a specific server in a large group of servers

              7 Click CONTINUEWait for the installation wizard to verify that the IP addresses you entered are valid and can beused The system assigns the IP addresses and sets the state to Pending

              8 Click START INSTALLATIONThe button changes from START INSTALLATION to INSTALLATION IN PROGRESS The systemassigns the resources to Aureum and determines the necessary number of dedicated nodesneeded for the configuration The progress is displayed but you can also use the Log link to followindividual progress If some of the servers are not yet ready wait a few moments and retry

              The installation process will take some time typically 10 to 20 minutes When complete the IPaddress in the browser will switch from the local IP of your workstation to the Aureum IP addressthat was entered earlier This signals the transition from the AMS you launched earlier (samsp) to theintegrated PMT that is now running on Aureum

              The next step is to create a default storage class

              Create a Default Storage ClassA storage class groups and manages data hyperservers with similar replication factors capabilitiesand performance configuration

              You must configure at least one storage class to use as the default during the initial Aureumconfiguration You can create more storage classes at any time as long as you have the resourcesnecessary

              1 You are presented with the create Initial Storage Class option2 Enter the required information to create the storage class

              a) Type a name for the storage classClass names can be up to 14 text characters

              b) Define the performance levelPerformance levels based on throughput and seek time Select the paired setting that is best foryour expected usage For the widest option select ldquoAnyrdquo

              c) Set the replication factor

              Install Aureum | 21

              Remember all hyperservers assigned to this storage class will use these settings

              Note You must include at least the same number of resources to create the specifiedreplication factor For example you cannot have a replication factor of three in anAureum system with only two servers

              Because each replication requires some amount of storage the replication factor selectedaffects the amount of total storage available

              Tip The Aureum data space is partitioned through all the data-capable hyperserversEach hyperserver can be configured to offer a specified replication factor This lets youstore vital data with high redundancy while more transient data can skip replication inorder to optimize storage and performance costs

              d) Optional Enable flexible space allocationEnabling flexible storage space allows the members of the storage class to consume thecapacity needed When more storage space is needed more is allocated automaticallyregardless of the initial allocation Peaxy recommends this option for general use Some casesmight have different needs

              e) Optional To make this the default storage class select YESAll data that does not meet the conditions in a specific data policy will be stored on the defaultstorage class (See data policies in the Aureum Administrator Guide)

              3 Click CREATE STORAGE CLASS4 To complete the initial installation and configuration click FINALIZE AUREUM then click YES to

              confirm the configuration is correct

              Important After you click FINALIZE you must wait for the health indicator on the Aureumcard or list turn green before using Aureum

              The Aureum installation is complete and the PMT shows the main Aureum window To configureadditional Aureum storage classes and data policies and to understand how to monitor Aureum seethe Aureum Administrator Guide

              Define Outgoing Mail SettingsIn order for Aureum to send email notifications and provide lost password recovery you must tellAureum how to send email alerts

              Important Configure outgoing email settings as soon as reasonably possible If you lose orforget your password Aureum cannot send reset instructions until you configure the emailsettings

              1 Select EMAILER CONFIG from the SETUP WIZARD pane or from the Navigation menu select EMAILER

              2 Type the email (SMTP) server to use when sending the emailThe email server must be accessible from Aureum

              Install Aureum | 22

              3 By default the system uses port 587 This is usually the right setting Only change the EMAILSERVER PORT if your organizations SMTP server requires it

              4 Enter a valid user account and password that Aureum will use to send email from this server5 Optional SEND FROM is required only if your email server requires Transport Layer Security (TLS)

              If this is the case type the SEND FROM email addressGenerally the recommended SEND FROM address is a working system administrator account

              6 Click SAVE

              Create a Client Registration UserThe Aureum client registration user and password allow client authentication at mount time

              This allows you to create a custom account for authenticating client mounts

              1 Click REGISTRATION2 Type a name for the user This will be the username that is authorized to type in the registration

              password when an Aureum client is installed3 Type the client registration password This password is used to register the Aureum client for

              authentication at mount time4 Click SAVE

              Configure SecurityDefine define the level of security for client communication

              1 Click SECURITY LEVEL2 Slide the controller to the level of security your data will use

              3 Click ACCEPT

              ConnectAn Aureum client mounts Aureum and allows access to folders and files Peaxy provides clientsoftware for Linux users and allows Windows users to access Aureum through a Windows share

              The Linux-based client uses a FUSE component to remotely access Aureum services Almost all Linuxinstallations include FUSE so you should not need to do anything extra

              The Aureum client has a small footprint A very limited set of memory and CPU cycles are needed toperform the client functions Also the Aureum client can be used concurrently with other clients forNFS and other network file systems

              When you install the client the client drivers are added to the default system directories To accessthese directories use the mount command (more commonly known as mapping a drive in Windows)to mount the client to the directory

              Install Aureum | 23

              Mounting a client to an Aureum directory loads all the data structures necessary for the client tointeract with Aureum As the structures change Aureum updates them In order for a client to accessAureum all that is necessary is that the client know the IP address or URL to which the client willconnect and the client-Aureum registration password

              Also available is the ability to join a Windows domain and create domain-authenticated users who canaccess different areas of Aureum

              Linux Client-Aureum RegistrationThe minimum security level for Aureum is the authenticated mount To ensure that unauthorized usersdont gain access to data Peaxy provides an authenticated mount between Aureum Linux clients andAureum using certificates and registration

              Note The process described in this section applies to Linux clients Windows domains userswith credentials from an Active Directory access Aureum through a Windows share

              Security is always an important part of any system that provides data access especially when theaccess spans many users and locations Peaxy provides a registration process where the clientand server exchange certificates which are used to authenticate subsequent connections Theregistration provides a mutual authentication method between the client and Aureum allowing theclient access Only authenticated clients are allowed to mount Aureum Other clients cannot use thesame authentication as part of the certificate registration Aureum generates a client key pair that isunique to each client-Aureum connection

              How It WorksThe AMS requires a dynamic registration at the initial mount time As part of the registration Aureumgenerates a key pair unique to each client This key pair is persistent so you do not need to re-register the client each time you mount Aureum

              This initial registration is required the first time the client mounts Aureum and requires a specialregistration password that is unique to Aureum This password is entered by the Aureum administratorat the workstation on which the client is installed Subsequent client mounts use the client certificateissued during registration

              Security LevelsAureum offers varying levels of security

              The security level is visible on the Aureum card or list and is indicated in the SECURITY section by thenumber of total locks that are green Gray locks indicate how many additional security levels you canselect For example if there are four total locks and three are green your current security level is 3Message Integrity

              bull Data Confidentiality all data in and out of Aureum is verified and encryptedbull Message Integrity message authentication codes verify message integritybull Kerberos Authentication use the Kerberos authentication protocol as the mechanism for

              authentication between a client and a server or between one server and another serverbull Authenticated Mount use X509 certificates to mutually authenticate and validate all Aureum

              clients and hyperservers in Aureum

              Create an ExportCreate an export to allow Linux clients to mount and access Aureum

              1 From the Navigation menu select SECURITY gt EXPORTS2 Type the export name3 In the EXPORT CONTENT IN field choose the data class to export

              The IN DIRECTORY field automatically populates with the path specified by the chosen data classYou can extend this path but you cannot shorten it For example if the data class specifies the

              Install Aureum | 24

              engineeringsoftware directory you can extend this path to be engineeringsoftwareqa However youcannot shorten the path to be engineering

              Note The system root data class specifies the root () directory You can extend this path inany way you choose The path must start with a slash and wildcards are not allowed

              4 Optional Include a description to provide more information about the export5 Click CREATE6 To edit or delete an export click the corresponding entry in the list

              bull To edit the export make the changes needed in the edit panel and click SAVE CHANGESbull To delete an export click the corresponding trash can icon ( ) and confirm the deletion

              Install a Linux-based Aureum ClientYou install the Aureum client on physical hardware or on a workstation in the cloud Use the client tomount and access Aureum directories

              Before installing the client make sure that your system meets the minimum requirements describedin the Requirements section of this document

              Note Aureum uses FUSE in Direct IO mode for better performance The version of FUSErunning on older versions of CentOS Red Hat Enterprise Linux doesnt support mmap whenFUSE is being used this way This might cause some mmap functions such as ACCESS_WRITEMAP_SHARED and PROT_WRITE to fail You can use the mount flag --disable-direct-io-mode to disable Direct IO mode

              If you choose to use Direct IO mmap will be disabled on CentOS56 and 57 since those versionsdont support mmap with direct IO Enabling this option will result in a significant performancedegradation on clients using this option Peaxy strongly recommends that you upgrade to a newerversion of Linux

              Ensure FUSE and its dependencies have been installed on each client If it has not been installedinstall FUSE according to the instructions for the package you chose On CentOS for example installthis by typing

              sudo yum -y install fusex86_64 fuse-develx86_64 fuse-libsx86_64

              The version numbers for your installation may differ

              If you have installed a version of the fuseko module that is not the Peaxy-specific version runadditional commands at the end of the installation process This prevents kernel-oops messages fromconsuming all of the space in the varspool directory These messages indicate a benign conditiondue to a Linux FUSE problem

              Run the following commands

              chkconfig --levels 2345 abrt-oops off service abrt-oops stop

              Note The client installation sets the following values automatically

              Parameter Value set to

              netipv4tcp_tw_recycle 1

              netipv4tcp_fin_timeout 2

              netcorewmem_max 2097152

              netcorermem_max 2097152

              netcorewmem_default 2097152

              netcorermem_default 2097152

              Install Aureum | 25

              1 Download the Aureum client file from the support section of the Peaxy website at wwwpeaxynetsupport (login is required)The file is downloaded as a targz package and contains an installer It has a name similar tohfclient-fuse-400ltbuildnumbergttargz

              2 Unpack the distribution file by typing the following

              tar -zxvf hfclient-fuse-400ltbuildnumbergttargz

              You will see something like the following

              hfclient-fuse-400hfclient-fuse-400setupshhfclient-fuse-400scriptshfclient-fuse-400scriptsupdatedbshhfclient-fuse-400scriptsc_rehashshhfclient-fuse-400scriptssysctlshhfclient-fuse-400scriptsunregshhfclient-fuse-400scriptsconfshhfclient-fuse-400binhfclient-fuse-400binfusehfCentOS-5xhfclient-fuse-400binfusehfhfclient-fuse-400confhfclient-fuse-400confhfconftgz

              3 While logged in as root run setupsh installThe driver files are installed in the default system directories You will see something similar to thefollowing

              sudo setupsh install

              Installer for Peaxy Aureum Client version 40

              Checking package contentsInstalling hf client binariesremoved `optpeaxy-40sbinfusehf`binfusehf -gt `optpeaxy-40sbinfusehfInstallation complete

              Mount Aureum

              Mount Aureum (Linux)After the client is installed use the mount command to mount Aureum

              At a command prompt type

              sudo mkdir -p ltmnt_pointgtsudo mount -t fusehf hfltmgmt_ipgt ltmnt_pointgt -o user=ltclient registration usernamegt

              where ltmgmt_ipgt is the Aureum IP address for example 172161061 and ltmnt_pointgt is thedirectory that will serve as your local mount point for example mntpeaxy

              If you omit -o user=ltclient_user_namegt you would be prompted for the password associatedwith the local admin account to complete the client registration Best practice is to always create aclient registration account and use that password

              The first time you mount the client to Aureum you will be prompted for a registration passwordto allow client-Aureum authentication Type the client registration password Otherwise youradministrator must do this for you

              Peaxy strongly recommends that you change the password often especially after typing the passwordfor a client registration

              If you or your IT administrator have associated a DNS entry with the Aureum IP address you mightwant to use the DNS name as the name for your mount point

              Install Aureum | 26

              To configure the Aureum client to automatically mount on startup locate the etcfstab file andadd the line

              hfltmgmt_ipgt ltmnt_pointgt fusehf defaults 0 0

              where ltmgmt_ipgt is the Aureum IP address for example 172161061 and ltmnt_pointgt is the localmount point for example mntpeaxy

              Note If you are running CentOS 7 change this line to add the _netdev flag as below

              hfltmgmt_ipgt ltmnt_pointgt fusehf defaults_netdev 0 0

              You can now use the Aureum client to access Aureum

              Unregister a Linux Client from AureumYou can securely unregister an installed FUSE client from the Aureum system that it mounts

              Removing the registration renders the client unable to access Aureum If you use the all option youwill need to perform a new registration setup before you can mount Aureum again

              Unregistering a client is done by running the unregsh script Use the following procedure tounregister the client

              1 On the workstation running the client open a command prompt2 Move to optpeaxybin the location of the script3 Run the script

              bull Type sudo unregsh ltAureumgt to unregister the client from a specific Aureum systemReplace ltAureumgt with the Aureum system to unregister

              bull Type sudo unregsh all to unregister the client from all Aureum systems on which theclient is registered

              Note Peaxy strongly recommends using the all option before you decommission aclient workstation

              Windows ConfigurationDomain users with credentials from an Active Directory can access Aureum through a share

              After Aureum joins a domain it sets up network shares for chosen directories (including all containedsubdirectories) To domain users these shares look the same as any other folder that is accessible viathe network

              Unlike an Aureum client which mounts to the root of the volume a share allows a user to exportsubdirectories for more granular access

              Where to Find ItFrom the Navigation menu select SECURITY gt DOMAINS and SECURITY gt SHARES

              Join a DomainBefore you can create a share you must join a Windows domain

              You can pre-create a machine account in an Active Directory under a specified OU If you choose notto do so Aureum will try to add a computer account to the default location of ldquoComputersrdquo

              Important If Aureum is already joined to a domain joining another domain will replace thejoin not add to it Aureum will only be joined to the most recently joined domain

              1 From the Navigation menu select SECURITY gt DOMAINS2 Type the complete Windows domain to join for example engexamplecom3 Type the username with access to the domain The user must have the necessary permissions to

              join Aureum to the domain4 Type the password associated with the username or access to modify an object in the OU if the

              machine account was pre-created

              Install Aureum | 27

              5 In the NETBIOS NAME field set the Aureum computer account name you wish to be created in theActive Directory If Aureum is using a pre-created machine account in a specific OU then the nameyou specify here must match that name exactly

              6 Click JOIN

              After the domain has been joined the JOIN button changes to LEAVE To leave the domain clickLEAVE

              Create a ShareCreate a share to allow Windows users to connect to Aureum

              Before you can create a share you must join the appropriate domain

              1 From the Navigation menu select SECURITY gt SHARES2 Type the name of the share3 In the SHARE CONTENT IN field choose the appropriate data class

              The IN DIRECTORY field automatically populates with the path specified by the chosen data classYou can extend this path but you cannot shorten it For example if the data class specifies the engineeringsoftware directory you can extend this path to be engineeringsoftwareqa However youcannot shorten the path to be engineering

              Note The system root data class specifies the root () directory You can extend this path inany way you choose The path must start with a slash and wildcards are not allowed

              4 Optional Include a description to provide more information about the share5 Click CREATE

              6 To edit or delete a share click the share to be modified

              bull To edit the share make the changes needed in the edit panel and click SAVE CHANGESbull To delete the share click the trash can icon ( ) and confirm the deletion

              Mount an Aureum Windows ShareDomain-authenticated users can mount and access Aureum directories using a share

              After Aureum has been joined to a domain and the share has been created you can easily mount tothe share

              The exact mount process is based on your workstation OS

              Install Aureum | 28

              If you do not already know it you can determine the mount point from Aureum by navigating to theJOIN DOMAIN page and using one of the listed public IP addresses as the mount point Include theshare name when mounting

              Peaxy recommends that you take the list of public IP addresses and enter them into your DNS serverlisted under the Aureum NetBIOS name within the appropriate domain In cases where multipleaddresses are used the DNS server automatically round-robins the returned address This ensure thatclient connection load is distributed across the available nodes

              As a Windows example to mount a drive letter to Aureum Type

              net use ltdrive_lettergt ltpublic addressgtltshare namegt

              where ltdrive_lettergt is the drive letter to assign to Aureum ltpublic_addressgt is the IP address usedto join the domain and ltshare_namegt is the share

              You then log into the share using your domain-authenticated username and password For exampleMYDOMAINmyname

              After mapping the drive access Aureum through Windows Explorer just like you would any otherdrive

              If the share does not appear in the Windows Explorer after a change such as a system reboot occursrefresh the view using the Refresh icon ( ) The share should display correctly

              You do not have to assign a share to a drive letter however In Windows Explorer type the public IPaddress and share name into the address bar Provide your username and password

              POSIX ComplianceAureum provides a POSIX-compliant interface

              Most of the Aureum interfaces are POSIX compliant and adhere to the IEEE standard The following isa list of exceptions to compliance

              bull The directory nlink count is not incremented when a subdirectory is addedbull inode retention differs from the POSIX specification because there is no way to retain the original

              inode number when a rename entails a move to a different device You can display the datahyperserver extent ID instead of the namespace hyperserver Node ID to the caller in the statfamily of calls This does not change when a file or directory is renamed It does change if the file ismigrated from one data hyperserver to another

              bull If two mount points are held to the same Aureum and a file is closed on one Aureum does notremove a fcntl lock for the same file on another This is a variance on the way that NFS worksThe internal locking structures take into account the client ID which varies depending on the clientmount If there are two different mounts to a server Aureum treats them as separate machineswhich NFS does not

              bull The file locking call flock() is emulated using POSIX byte range locks (fcntl() ) The POSIXcompliance specification does not cover flock() This implementation mirrors the behavior ofNFS The Aureum behavior is slightly different and varies from the POSIX specification as follows

              1 As in NFS you must have write permissions to get a write lock2 As in NFS you cannot place both flock() and fcntl() locks on the same file as these locks

              will conflict3 An flock() will not inherit across forks4 The flock() will be durable against other file closes but fcntl() locks will not behave within

              the POSIX specification5 As well as being removed by an explicit f_unlock record locks are automatically released

              when the process terminates or if it closes any file descriptor referring to a file on which locksare held This means that a process can lose the locks on a file like etcpasswd or etcmtab if a library function opens reads and closes it

              Information and ResourcesThe latest news and information can always be found on the Peaxy website

              Peaxy provides documents that are designed for different audiences These documents furnish acomprehensive explanation of Aureum and how to use it Additionally information is available fromtooltips Each field has a tooltip that adds explanations and any limitations for the item

              The most current and accurate information available was included at the time this document wasprepared However changes may occur after the document is released Always read the ReleaseNotes for the most current information

              Aureum Installation GuideA step-by-step guide to installing and configuring Aureum into your network

              Aureum Administrator GuideA guide to understanding the Aureum architecture Provides details for planning configuring andmonitoring your implementation

              Quickstart SeriesA series of two-page guides providing an abbreviated set of instructions for Aureum tasks Theycan be taken in order or used as reminders for individual tasks

              Tech NotesSome technical issues are outside the scope of the regular documentation These are presented asTechnical Notes

              Contact Peaxy9 am to 5 pm Pacific Standard Time

              Main +1 (408) 441-6500

              Support +1 (408) 763-3700

              By phone

              Support toll free US only +1 (844) 277-3299

              General information infopeaxynet

              Sales salespeaxynet

              Support supportpeaxynet

              By email

              Documentation feedback feedbackpeaxynet

              Online wwwpeaxynetsupport (login required)

              Peaxy Inc

              2380 Bering Dr

              By mail

              San Jose CA 95131 USA

              LegalPeaxyreg and Aureumtrade are registered trademarks of Peaxy Inc

              All other trademarks belong to their respective companies

              CopyrightsThis document is copyright copy 2016 Peaxy Inc

              Aureum software includes portions of the following

              bull Amazon Web Services (AWS) Java SDK httpsawsamazoncomsdk-for-java and httpawsamazoncomapache-2-0

              bull Apache License Version 20 January 2004bull BEOPEN PYTHON OPEN SOURCE LICENSE AGREEMENT VERSION 1bull BSD 3bull crc32 routine COPYRIGHT copy 1986 Gary S Brownbull Element Tree used under the Python licensebull Erlang Public License (EPL) a derivative work of the Mozilla Public License Now provided under

              the Apache 20 licensebull GoogleAuth httpsgithubcomwstrangeGoogleAuthbull GNU Lesser General Public License Version 3 Copyright copy 2007 Free Software Foundation Inc

              and GNU Lesser General Public License Version 21 Copyright copy 1999 Free Software FoundationInc

              bull Samba is Free Software licensed under the GNU General Public License httpswwwsambaorgsambadocsGPLhtml the Samba project is a member of the Software Freedom Conservancy

              bull JSON-C Copyright (c) 2009-2012 Eric Haszlakiewicz and Copyright (c) 2004-2005 MetaparadigmPte Ltd

              bull Kerberos Copyright copy 1985-2009 now under the MIT 2 licensebull libcurl Copyright (c) 1996 - 2015 Daniel Stenbergdanielhaxxsebull lshow used under the GPL licensebull MIT (X11) Copyright copy 2007-2015bull RIAK Creative Commons (httpcreativecommonsorg licensesby30)bull Goldrush Copyright copy 2012 Magnus Klaarbull Meld Under ZPL licensebull NSIS (Nullsoft Scriptable Install System) copy 1999-2013bull OpenSSL License Copyright (c) 1998-2016 The OpenSSL Project and Original SSLeay License

              Copyright (c) 1995-1998 Eric Youngbull Protobuf Copyright 2008 Google Inc now under the BSD 3 licensebull Setup Tools (setuptools-06c11) Under ZPL licensebull Sodium crypto library (libsodium) ISC license Copyright (c) 2013-2015 Frank Denisbull Solr the Apache Lucene project Copyright copy 2010 The Apache Software Foundationbull TCL Copyright copy Regents of the University of California Sun Microsystems Inc Scriptics

              Corporation and other partiesbull The Apache Lucene project Copyright copy 2010 The Apache Software Foundationbull The Apache Tika project Copyright copy The Apache Software Foundationbull VirtualBox Copyright copy 2007 Oracle Corp as part of the GNU GPL V2 Licensebull YAWS Copyright copy 2006 Claes Wikstrom now under the BSD licensebull Apache zookeeper Under the Apache 2 license

              Index | 35

              Index

              bdl license file 18

              img 12

              MD5 12

              zip 12

              A

              access directories 24Active Directory 26add

              resources 19servers 19

              Admin 17administrator 17AMS 12 14 15 16Aureum IP address 11Aureum Manager 6 12 14Aureum name 18Aureum overview 5average file size 18

              B

              beacon turning on or off 19BIOS 15bonding network interface 19bootable USB 12 14browser 15button color 17

              C

              capacity 10 19CentOS 10checksum 12client registration 22clients 22configuration 11configure email 21connect 22contact 31create

              export 23share 27

              create Aureum 15create storage class 20

              D

              dedicated capacity 20dedicated nodes 5default storage class 20directory access 24discover resources 12 14 19discovery state Aureum nodes 12 14disk space required 10DNS server 11DNS servers 18documentation 31domain-authenticated user

              domain 27

              domain-authentication 22domain suffix 11download images 14

              E

              editsecurity level 22

              emailer settings 21Ethernet

              interface 10switch 10

              exportCIFS 23create an export 23

              F

              files needed 12 14firewall 12flexible capacity 20flock 29FUSE 10

              G

              gateway 11 18

              H

              hardware requirements 10how to reach Peaxy 31

              I

              image copier 12 14import a license 18initial configuration 18inode retention 29install

              client 24Linux client 24

              introduction 5iptables 16

              J

              javarequired version 12 14

              javaw 14

              K

              Kerberos 22 22 23

              L

              legal 33levels of security 23license files 18licenses 18

              Index | 36

              Linux client install 24localhost 15location 18

              M

              maintenance agreement 18management IP 15mapping 22mount Aureum 24 27mounting 22 22

              N

              namespace 18Navigation menu

              configuration 11security 22

              netBIOS 22NIC 19NTP server 11 18

              O

              outgoing email 21overview

              architecture 6Aureum building blocks 6components 6

              P

              password 17password limitations 17ports 12POSIX compliance 29primary domain 18primary domain suffix 11

              R

              RAM requirements 10realms 22reboot 12 14recommended configuration 10Red Hat Enterprise Linux 10replication factor 11 18 20resources

              needed 10run setup 16

              S

              samsp 12 14 16security 22 23security levels

              security 22 23select the license 18SElinux 16sestatus 16set performance levels 20settings 11setup 16share

              CIFS 27

              create a share 27Share 26SMTP 17 21software files 14space needed 10storage class creating default 20subnet mask 11Support hours 31

              T

              tar ball 24time server 18time zone 11 18

              U

              USB 15USB stick 10 12 14user account 17

              V

              virtualization 6 15

              W

              what youll need 11Windows

              domain 26join a domain 26share 27

              Windows client 10

              Y

              yum 24

              • Contents
              • Introduction
                • How Aureum Works
                  • Install Aureum
                    • Resource Requirements
                    • Aureum Configuration Settings
                    • Port Requirements and Firewall Settings
                    • Prepare Aureum Installation Resources (Linux)
                    • Prepare Aureum Installation Resources (Windows)
                    • Install the Software
                    • Continue the Installation
                    • Create an Admin Account
                    • Import an Aureum License
                    • Provide Aureum Information
                    • Add Resources
                    • Create a Default Storage Class
                    • Define Outgoing Mail Settings
                    • Create a Client Registration User
                    • Configure Security
                    • Connect
                      • Linux Client-Aureum Registration
                      • Security Levels
                      • Create an Export
                      • Install a Linux-based Aureum Client
                        • Mount Aureum (Linux)
                        • Unregister a Linux Client from Aureum
                          • Windows Configuration
                            • Join a Domain
                            • Create a Share
                            • Mount an Aureum Windows Share
                              • POSIX Compliance
                              • Information and Resources
                              • Index

                Install Aureum | 11

                Windows 10 x86 and 64-bit

                Aureum Configuration SettingsConfiguration settings are needed to install and configure Aureum There can be additional optionalsettings

                Table 1 General and Network Settings

                Item Description Example

                Aureum name Names can be up to 14 alphanumeric characters and cancontain dashes (-) and underscores (_)

                Aureum_One

                Aureum IPaddress

                This is a floating IP address that is used for communicationto and from Aureum Communication can be donethrough the Aureum IP address Peaxy recommendsthat organizations create a DNS entry for Aureum that ismapped to the IP address allowing you to refer to Aureumby a more meaningful name

                10213119

                IP addresses A list of IP addresses or one or more ranges of IPaddresses that the configuration wizard can use to assignIP addresses to discovered hypervisors If you includemultiple ranges the Aureum manager will use all availableIP addresses in the first range before moving to thesecond

                151145011715114520 - 94

                Gateway Aureum needs to be assigned a default gateway addressThe gateway is used by each hypervisor and node thatcomprises Aureum

                1721601

                Subnet mask All hypervisors making up Aureum must reside in the samesubnet This is defined by the subnet mask

                25525500

                DNS domainsuffix

                Working with the DNS server the domain suffix identifiesthe server within a smaller network (like a computer lab)

                peaxynet

                DNS server list A list of up to three DNS servers to use 55219208672222228888

                Time zone The time zone to use (UTC-800) Pacific

                NTP server The IP address of the network time protocol (NTP)server that Aureum should use to coordinate time acrossthe entire namespace even if the servers within thenamespace are in disparate locations This can be criticalwhen Aureum needs to compare timestamps

                0poolntporg1poolntporg

                Averageexpected file size

                The selection here is used by the system to determine themost efficient ratio of namespace hyperservers to datahyperservers

                bull Small files (less than 1MB)bull Medium files (less than 20MB)bull Large files (greater than 20MB)bull A mixture of file sizes

                Large files (greaterthan 20MB)

                Replication factor The number of replicas created for data when the filesare assigned to a particular storage class Setting thereplication factor to 2 indicates that the original and one

                2

                Install Aureum | 12

                Item Description Exampleadditional replica of the data are saved providing higheravailability Valid options are 2 3 and 4

                Use the appropriate replication factor for each storageclass to implement the best level of protection for criticaldata and to limit wasted consumption for sandboxes andother nonessential data For data that is not critical or forsandboxes you can choose a lower replication factor Usea high replication factor for data that is critical or accessedoften

                Table 2 Emailer Settings

                Item Description Example

                Email server The name of the email server This is usually an SMTPserver

                smtpgmailcom

                Server port By default port 587 is used Only change this if corporateor security requirements demand it

                587

                Email serveraccount

                Enter a valid email account Aureum uses this account tosend email notifications and replacement passwords

                memycompanycom

                Password The password that is associated with the valid emailaccount

                Send from Only change this if your SMTP server allows it and yourcorporate requirements demand it Normally only serversusing TLS require this entry

                memycompanycom

                Port Requirements and Firewall SettingsBecause Aureum uses the network for traffic specific ports must be available

                The following table describes the ports that must be open for Aureum traffic and client connections

                Port Type Used for

                53 DNS DNS

                443 TCP Encrypted traffic

                514 UDP Log Server

                3033 TCP Statistic collection

                8001 TCP Analytics server

                8080 HTTP Windows client

                8443 TCP Encrypted traffic

                10011 UDP LinuxFUSE client

                Prepare Aureum Installation Resources (Linux)The software is installed on each server resource that will become part of Aureum Aureum ishardware agnostic but there must be adequate resources to complete the installation Each serveruses a USB stick to install the software

                Make sure that you have the required basic resources described in Resource Requirements Downloadthe software files from wwwpeaxynetsupport A login is required

                Install Aureum | 13

                1 Download the software installation files

                bull Release-ltreleasenumbergtimg is the image to be copied to a USB stick that will initializethe hardware

                bull Release-ltreleasenumbergtmd5 is the checksum file that validates the validity of the imagebull samsp-ltreleasenumbergtzip is a compressed file that contains the utilities to move the

                image to the USB stick and for the initial configuration of Aureumbull The Aureum client file

                bull hfclient-fuse-ltreleasenumbergttargz - the Aureum Linux client installation file2 From a command prompt on your workstation uncompress the installation files Type

                sudo unzip samsp-ltreleasenumbergtzip -d tmp

                3 As root launch the image copier Double click img-copiersh and click Run on the dialog thatappears

                4 Browse to the software image you downloaded (the img file) and select this file

                5 Type a label for the USB sticks

                The label is used to identify the system during the initial installation and becomes the name of theserver on which it is installed If you use the same label on different sticks the software will add anumeric suffix when creating the host name for example HOST-01 HOST-02 and so on Labelscannot exceed 16 charactersYou can provide a different label for each USB stick but to do so you must copy the image file toeach stick individually

                6 Insert the USB sticks into a port on your workstation or a hub connected to your workstation andthen click REFRESH to make them visible to the image copier tool Select the sticks you want fromthose displayed in the destination drives list The USB stick must be at least 2 GB

                7 Leave Verify copy operation enabled Peaxy strongly recommends that you do not skip this step

                Install Aureum | 14

                Depending on the speed on the USB sticks it can take several minutes to complete theverification

                8 Enable hypervisor protection if requiredEnable hypervisor protection if the underlying storage consists of non-redundant JBOD (acollection of hard disks that have not been configured to act as a RAID) This creates a softwareRAID 5 configuration for the container store used by AureumYou can disable hypervisor protection if you have a hardware RAID under the disk volumes Thisallows Aureum to use a higher-performing RAID 0 configuration instead

                9 Click START10After the copy is complete click EXIT and remove the USB sticks from the workstation or USB hub

                The USB stick now contains a bootable image of the Aureum installation software

                Prepare Aureum Installation Resources (Windows)The software is installed on each server resource that will become part of Aureum Aureum ishardware agnostic but there must be adequate resources to complete the installation Each serveruses a USB stick to install the software

                You must have administrator permissions to install the Aureum software

                Your workstation must be running the Java Runtime Environment (JRE) 17 or higher installed in orderto run the image copier

                Make sure that you have the required basic resources described in Resource Requirements Downloadthe software files from wwwpeaxynetsupport A login is required

                1 Download the software installation files

                bull Release-ltreleasenumbergtimg is the image to be copied to a USB stick that will initializethe hardware

                bull Release-ltreleasenumbergtmd5 is the checksum file that validates the validity of the imagebull samsp-ltreleasenumbergtzip is a compressed file that contains the utilities to move the

                image to the USB stick and for the initial configuration of Aureumbull The Aureum client file

                bull hfclient-fuse-ltreleasenumbergttargz - the Aureum Linux client installation file2 On your Windows workstation move to the location of the zip file and unzip the file using any

                uncompression program3 Move to the location of the uncompressed file and double-click the executable to start the

                installation4 With administrator privileges launch the image copier Double-click img-copierbat

                Install Aureum | 15

                If the image copier does not launch properly you might need to add javaw to your path Refer toyour Windows Operating System help for instructions

                5 Browse to the software image you downloaded (the img file) and select this file then click Run6 Type a label for the USB sticks

                The label is used to identify the system during the initial installation and becomes the name of theserver on which it is installed If you use the same label on different USB sticks the software willadd a numeric suffix when creating the host name for example HOST-01 HOST-02 and so onLabels cannot exceed 16 charactersYou can provide a different label for each USB stick but to do so you must copy the image file toeach stick individually

                7 Insert the USB sticks into a port on your workstation or a hub connected to your workstation andthen click REFRESH to make them visible to the image copier tool Select the sticks you want fromthose displayed in the destination drives list The USB stick must be at least 2 GB

                8 Leave Verify copy operation enabled Peaxy strongly recommends that you do not skip this stepDepending on the speed on the USB sticks it can take several minutes to complete theverification

                9 Enable hypervisor protection if requiredEnable hypervisor protection if the underlying storage consists of non-redundant JBOD (acollection of hard disks that have not been configured to act as a RAID) This creates a softwareRAID 5 configuration for the container store used by AureumYou can disable hypervisor protection if you have a hardware RAID under the disk volumes Thisallows Aureum to use a higher-performing RAID 0 configuration instead

                10Click START11After the copy is complete click EXIT and remove the USB sticks from the workstation or USB hub

                The USB stick now contains a bootable image of the installation software

                Install the SoftwareThe installation software on the USB stick installs the Peaxy software and lets you create Aureum

                1 Insert one prepared USB stick into each server Servers must have a console attached or beaccessible via an IPMI management tool

                Install Aureum | 16

                2 Apply power to the servers either individually or with a few seconds in between to complete the

                next steps

                Note If you have already configured your server to boot from USB skip steps 3 4 and 5

                3 Enter the server BIOS and instruct the server to boot from the USB stickThe method used to enter the BIOS depends on the server

                4 Ensure that the virtualization setting is enabled in the BIOS5 Save the BIOS changes and reboot the server from the USB stick

                After the server has booted from the USB stick and launched the installation software you will seea message at the bottom of the screen telling you that the server is being prepared for installationThis boot process has placed the servers in a discoverable state this plays a role in the nextphase of the installation process

                Continue the InstallationAfter the servers have been prepared and the software has been installed begin the configuration

                1 On your workstation disable the firewall

                On Red Hat Enterprise LinuxCentOS 7 systems use the following commands

                systemctl stop firewalld

                systemctl disable firewalld

                On other Linux-based operating systems use the following commands

                service iptables stop

                service ip6tables stop

                chkconfig ip6tables off only include this command if you want to permanently turn thefirewall off

                chkconfig iptables off only include this command if you want to permanently turn thefirewall off

                2 On your workstation disable SElinuxYou can check the status of SElinux with sestatus The result should appear as SELinuxstatus disabledIf you do not see disabled

                1 Edit etcselinuxconfig and set the SELINUX variable to disabled2 Reboot your client workstation

                3 On the workstation launch the Aureum installation management tool Type

                sudo tmpsamsp-400ltversiongtsamspsh

                Install Aureum | 17

                You should see something similar to the following

                Launching Management Server Platform version 400rootOpen your browser and enter the URL httpslocalhost to continueDo not terminate samsp it is required to complete cluster configurationYou can view tmpsamsp-40010872logmsplog for detailed progress activity

                Important Do not terminate samsp because it is needed to complete clusterconfiguration

                4 Open a browser and type

                httpslocalhost If you are running the browser on the same workstation running the stand alone MSP orhttpsltip addressgt IP address of the workstation running the standalone MSP

                This launches the Peaxy Management Tool If prompted accept the self-signed Peaxy certificate

                After the initial setup is complete the IP address changes in the browser address bar This isexpected and correct behavior Now the installation portion of the AMS exits and the integratedAureum manager becomes active

                In the next step the Aureum manager guides you through the initial configuration process

                Create an Admin AccountThe first step in configuring a new Aureum system is to supply the details for the Admin account Afterthe installation process is complete and Aureum is up and running the Admin account is used to loginto the Aureum web UI (PMT) to perform additional administration tasks such as creating other useraccounts and a client registration password

                Important The Admin account has access to critical areas of Aureum Ensure that the Adminaccount is secure

                1 Type an email address for the accountThe AMS verifies that the email address is formatted correctly but does not check the validity ofthe email address itself This is the email address to which emails are sent

                Note When setting the outgoing mailer settings the use of a customized email addressis highly dependent on the mail server While it might be possible to use a custom emailSEND FROM address many mail servers (such as Gmail) do not allow sending email usinganything other than the registered user account name

                2 Type a user name for the accountThe user name must be between 3 and 32 characters and can contain letters numbers dots ()and at signs ()

                3 Type a password to be associated with the user name in the previous stepPasswords are case sensitive and should be secure Best practice shows that you should changepasswords regularly

                4 Confirm the password by retyping the password exactly as you entered it aboveWhen all of the fields are complete and have the correct format the SUBMIT button turns fromgray to blue

                5 Click SUBMIT

                The user account information is now created and stored

                Important Set up the outgoing emailer settings as soon as possible after completinginstallation of Aureum If you forget or lose your password Aureum cannot send you a newone until the outgoing email is configured

                Install Aureum | 18

                The next step is to import the Aureum license

                Import an Aureum LicenseImporting the license for an Aureum instance activates the Peaxy software License types are assignedto the Admin account that you created at the beginning of the installation

                Before you create an Aureum system make sure that you have received your license from Peaxy andthat the license details are correct

                Each time you create an Aureum instance you must import a license

                1 Select the license to import or drag it onto the files areaThe license is a bdl file that contains all of the files needed to install the license

                2 Click IMPORT3 The system installs the license and continues to the next step

                Provide Aureum InformationDefining a few basic configuration items is the first step in setting up Aureum

                During the first steps of the initial configuration you provide the basic information needed to createAureum its components and the namespace details

                1 Enter the Network settingsa) Enter the gateway addressb) Enter the subnet maskc) Enter the primary DNS domain suffix and up to three DNS server addresses

                DNS servers must be entered as IP addresses Each DNS server is on a separate line2 Enter the General settings

                a) Enter a name for this Aureum instanceNames can be up to 14 characters and can contain letters numbers dashes and underscores

                b) Optional Enter a location for the Aureum system for example ldquodatacenterrdquo or ldquoPhoenixofficerdquo

                c) Enter the Aureum IP addressd) Optional Enter up to three NTP servers

                Including an NTP server ensures that the time stamp for Aureum is always correcte) Select the time zone to use from the drop-down menu

                This ensures that all nodes in Aureum use the same time zone3 Define the Namespace settings

                Install Aureum | 19

                a) Select the average file size that you expect Aureum to containYour expected average file size selection is used by Aureum to determine the most efficientdistribution of hyperservers Aureum uses the selection you make here to determine theestimated ratio of namespace hyperservers to data hyperservers

                b) Set the default namespace replication factor from 2 to 4The namespace replication factor is the number of replicas that Aureum creates for thenamespace

                4 Click CONTINUE

                Add resources to Aureum You can also click CANCEL to cancel the installation

                Add ResourcesResources refer to the physical servers that will make up Aureum These can be any commodity serversuch as a 1U or 2U server with any number and size of disks These resources are used to build thenamespace and data hyperservers that form the heart of a running Aureum system

                Note After a resource has been added Aureum claims the complete resource Unusedportions of a resource are designated as spares and are used in case of a failure or expansion

                1 The system locates all physical servers that have been booted using USB sticks and are currently indiscovery stateYou will see a list of the servers available for inclusion Use the filter to narrow your search by servername

                2 Select the servers to add to Aureum

                Servers scheduled for selection have a check mark to the left Select the box beside SERVER NAMEto select all servers in the list

                3 Enter the required number of IP addresses or an IP range The number of IP addresses neededappears above the IP ADDRESSES entry box

                The system determines the number of IP addresses needed to ensure that all Aureum componentscan communicate receiving requests and returning responses Addresses can be individual IPaddresses (xxxxxxxxxxxx) an IP address range (xxxxxxxxx - xxx) or an IP address with a wildcard(xxxxxxxxx) Separate the IP addresses with a space comma or newline

                Install Aureum | 20

                Aureum only supports IPv4 (the dotted quad format) For example

                192168100419216810015-2019216873

                4 Define the roles of the serversClick the ROLES column entry for a server and configure the servers to support either data accessor search (SolrCloud) While it is possible to configure a server to support both data access andsearch this setting is not recommended for a production deployment

                Note Aureum 40 supports SolrCloud clusters with one or three nodes Aureum 40 doesnot support SolrCloud clusters with either two nodes or more than three nodes

                5 Define the bonding for the network port cardsYou should see the same speed for all of the network interfaces (NICs) on this server Use the list ofall NICs that are bonded with the interfaces on this server to form your decision Inactive NICs arenoted as sucha) Click the ETHERNET column entry for the server whose bonding to configure

                If the column text is red some interfaces are not bonded to the server If the text is blue allavailable interfaces are bonded

                b) Place a check mark next to all of the interfaces to bond to this server Remove the check markfor those interfaces you do not want included in the bond

                6 Optional Toggle the server beacon on or offBeacon signals guide you to the server in question This is often used when troubleshooting tolocate a specific server in a large group of servers

                7 Click CONTINUEWait for the installation wizard to verify that the IP addresses you entered are valid and can beused The system assigns the IP addresses and sets the state to Pending

                8 Click START INSTALLATIONThe button changes from START INSTALLATION to INSTALLATION IN PROGRESS The systemassigns the resources to Aureum and determines the necessary number of dedicated nodesneeded for the configuration The progress is displayed but you can also use the Log link to followindividual progress If some of the servers are not yet ready wait a few moments and retry

                The installation process will take some time typically 10 to 20 minutes When complete the IPaddress in the browser will switch from the local IP of your workstation to the Aureum IP addressthat was entered earlier This signals the transition from the AMS you launched earlier (samsp) to theintegrated PMT that is now running on Aureum

                The next step is to create a default storage class

                Create a Default Storage ClassA storage class groups and manages data hyperservers with similar replication factors capabilitiesand performance configuration

                You must configure at least one storage class to use as the default during the initial Aureumconfiguration You can create more storage classes at any time as long as you have the resourcesnecessary

                1 You are presented with the create Initial Storage Class option2 Enter the required information to create the storage class

                a) Type a name for the storage classClass names can be up to 14 text characters

                b) Define the performance levelPerformance levels based on throughput and seek time Select the paired setting that is best foryour expected usage For the widest option select ldquoAnyrdquo

                c) Set the replication factor

                Install Aureum | 21

                Remember all hyperservers assigned to this storage class will use these settings

                Note You must include at least the same number of resources to create the specifiedreplication factor For example you cannot have a replication factor of three in anAureum system with only two servers

                Because each replication requires some amount of storage the replication factor selectedaffects the amount of total storage available

                Tip The Aureum data space is partitioned through all the data-capable hyperserversEach hyperserver can be configured to offer a specified replication factor This lets youstore vital data with high redundancy while more transient data can skip replication inorder to optimize storage and performance costs

                d) Optional Enable flexible space allocationEnabling flexible storage space allows the members of the storage class to consume thecapacity needed When more storage space is needed more is allocated automaticallyregardless of the initial allocation Peaxy recommends this option for general use Some casesmight have different needs

                e) Optional To make this the default storage class select YESAll data that does not meet the conditions in a specific data policy will be stored on the defaultstorage class (See data policies in the Aureum Administrator Guide)

                3 Click CREATE STORAGE CLASS4 To complete the initial installation and configuration click FINALIZE AUREUM then click YES to

                confirm the configuration is correct

                Important After you click FINALIZE you must wait for the health indicator on the Aureumcard or list turn green before using Aureum

                The Aureum installation is complete and the PMT shows the main Aureum window To configureadditional Aureum storage classes and data policies and to understand how to monitor Aureum seethe Aureum Administrator Guide

                Define Outgoing Mail SettingsIn order for Aureum to send email notifications and provide lost password recovery you must tellAureum how to send email alerts

                Important Configure outgoing email settings as soon as reasonably possible If you lose orforget your password Aureum cannot send reset instructions until you configure the emailsettings

                1 Select EMAILER CONFIG from the SETUP WIZARD pane or from the Navigation menu select EMAILER

                2 Type the email (SMTP) server to use when sending the emailThe email server must be accessible from Aureum

                Install Aureum | 22

                3 By default the system uses port 587 This is usually the right setting Only change the EMAILSERVER PORT if your organizations SMTP server requires it

                4 Enter a valid user account and password that Aureum will use to send email from this server5 Optional SEND FROM is required only if your email server requires Transport Layer Security (TLS)

                If this is the case type the SEND FROM email addressGenerally the recommended SEND FROM address is a working system administrator account

                6 Click SAVE

                Create a Client Registration UserThe Aureum client registration user and password allow client authentication at mount time

                This allows you to create a custom account for authenticating client mounts

                1 Click REGISTRATION2 Type a name for the user This will be the username that is authorized to type in the registration

                password when an Aureum client is installed3 Type the client registration password This password is used to register the Aureum client for

                authentication at mount time4 Click SAVE

                Configure SecurityDefine define the level of security for client communication

                1 Click SECURITY LEVEL2 Slide the controller to the level of security your data will use

                3 Click ACCEPT

                ConnectAn Aureum client mounts Aureum and allows access to folders and files Peaxy provides clientsoftware for Linux users and allows Windows users to access Aureum through a Windows share

                The Linux-based client uses a FUSE component to remotely access Aureum services Almost all Linuxinstallations include FUSE so you should not need to do anything extra

                The Aureum client has a small footprint A very limited set of memory and CPU cycles are needed toperform the client functions Also the Aureum client can be used concurrently with other clients forNFS and other network file systems

                When you install the client the client drivers are added to the default system directories To accessthese directories use the mount command (more commonly known as mapping a drive in Windows)to mount the client to the directory

                Install Aureum | 23

                Mounting a client to an Aureum directory loads all the data structures necessary for the client tointeract with Aureum As the structures change Aureum updates them In order for a client to accessAureum all that is necessary is that the client know the IP address or URL to which the client willconnect and the client-Aureum registration password

                Also available is the ability to join a Windows domain and create domain-authenticated users who canaccess different areas of Aureum

                Linux Client-Aureum RegistrationThe minimum security level for Aureum is the authenticated mount To ensure that unauthorized usersdont gain access to data Peaxy provides an authenticated mount between Aureum Linux clients andAureum using certificates and registration

                Note The process described in this section applies to Linux clients Windows domains userswith credentials from an Active Directory access Aureum through a Windows share

                Security is always an important part of any system that provides data access especially when theaccess spans many users and locations Peaxy provides a registration process where the clientand server exchange certificates which are used to authenticate subsequent connections Theregistration provides a mutual authentication method between the client and Aureum allowing theclient access Only authenticated clients are allowed to mount Aureum Other clients cannot use thesame authentication as part of the certificate registration Aureum generates a client key pair that isunique to each client-Aureum connection

                How It WorksThe AMS requires a dynamic registration at the initial mount time As part of the registration Aureumgenerates a key pair unique to each client This key pair is persistent so you do not need to re-register the client each time you mount Aureum

                This initial registration is required the first time the client mounts Aureum and requires a specialregistration password that is unique to Aureum This password is entered by the Aureum administratorat the workstation on which the client is installed Subsequent client mounts use the client certificateissued during registration

                Security LevelsAureum offers varying levels of security

                The security level is visible on the Aureum card or list and is indicated in the SECURITY section by thenumber of total locks that are green Gray locks indicate how many additional security levels you canselect For example if there are four total locks and three are green your current security level is 3Message Integrity

                bull Data Confidentiality all data in and out of Aureum is verified and encryptedbull Message Integrity message authentication codes verify message integritybull Kerberos Authentication use the Kerberos authentication protocol as the mechanism for

                authentication between a client and a server or between one server and another serverbull Authenticated Mount use X509 certificates to mutually authenticate and validate all Aureum

                clients and hyperservers in Aureum

                Create an ExportCreate an export to allow Linux clients to mount and access Aureum

                1 From the Navigation menu select SECURITY gt EXPORTS2 Type the export name3 In the EXPORT CONTENT IN field choose the data class to export

                The IN DIRECTORY field automatically populates with the path specified by the chosen data classYou can extend this path but you cannot shorten it For example if the data class specifies the

                Install Aureum | 24

                engineeringsoftware directory you can extend this path to be engineeringsoftwareqa However youcannot shorten the path to be engineering

                Note The system root data class specifies the root () directory You can extend this path inany way you choose The path must start with a slash and wildcards are not allowed

                4 Optional Include a description to provide more information about the export5 Click CREATE6 To edit or delete an export click the corresponding entry in the list

                bull To edit the export make the changes needed in the edit panel and click SAVE CHANGESbull To delete an export click the corresponding trash can icon ( ) and confirm the deletion

                Install a Linux-based Aureum ClientYou install the Aureum client on physical hardware or on a workstation in the cloud Use the client tomount and access Aureum directories

                Before installing the client make sure that your system meets the minimum requirements describedin the Requirements section of this document

                Note Aureum uses FUSE in Direct IO mode for better performance The version of FUSErunning on older versions of CentOS Red Hat Enterprise Linux doesnt support mmap whenFUSE is being used this way This might cause some mmap functions such as ACCESS_WRITEMAP_SHARED and PROT_WRITE to fail You can use the mount flag --disable-direct-io-mode to disable Direct IO mode

                If you choose to use Direct IO mmap will be disabled on CentOS56 and 57 since those versionsdont support mmap with direct IO Enabling this option will result in a significant performancedegradation on clients using this option Peaxy strongly recommends that you upgrade to a newerversion of Linux

                Ensure FUSE and its dependencies have been installed on each client If it has not been installedinstall FUSE according to the instructions for the package you chose On CentOS for example installthis by typing

                sudo yum -y install fusex86_64 fuse-develx86_64 fuse-libsx86_64

                The version numbers for your installation may differ

                If you have installed a version of the fuseko module that is not the Peaxy-specific version runadditional commands at the end of the installation process This prevents kernel-oops messages fromconsuming all of the space in the varspool directory These messages indicate a benign conditiondue to a Linux FUSE problem

                Run the following commands

                chkconfig --levels 2345 abrt-oops off service abrt-oops stop

                Note The client installation sets the following values automatically

                Parameter Value set to

                netipv4tcp_tw_recycle 1

                netipv4tcp_fin_timeout 2

                netcorewmem_max 2097152

                netcorermem_max 2097152

                netcorewmem_default 2097152

                netcorermem_default 2097152

                Install Aureum | 25

                1 Download the Aureum client file from the support section of the Peaxy website at wwwpeaxynetsupport (login is required)The file is downloaded as a targz package and contains an installer It has a name similar tohfclient-fuse-400ltbuildnumbergttargz

                2 Unpack the distribution file by typing the following

                tar -zxvf hfclient-fuse-400ltbuildnumbergttargz

                You will see something like the following

                hfclient-fuse-400hfclient-fuse-400setupshhfclient-fuse-400scriptshfclient-fuse-400scriptsupdatedbshhfclient-fuse-400scriptsc_rehashshhfclient-fuse-400scriptssysctlshhfclient-fuse-400scriptsunregshhfclient-fuse-400scriptsconfshhfclient-fuse-400binhfclient-fuse-400binfusehfCentOS-5xhfclient-fuse-400binfusehfhfclient-fuse-400confhfclient-fuse-400confhfconftgz

                3 While logged in as root run setupsh installThe driver files are installed in the default system directories You will see something similar to thefollowing

                sudo setupsh install

                Installer for Peaxy Aureum Client version 40

                Checking package contentsInstalling hf client binariesremoved `optpeaxy-40sbinfusehf`binfusehf -gt `optpeaxy-40sbinfusehfInstallation complete

                Mount Aureum

                Mount Aureum (Linux)After the client is installed use the mount command to mount Aureum

                At a command prompt type

                sudo mkdir -p ltmnt_pointgtsudo mount -t fusehf hfltmgmt_ipgt ltmnt_pointgt -o user=ltclient registration usernamegt

                where ltmgmt_ipgt is the Aureum IP address for example 172161061 and ltmnt_pointgt is thedirectory that will serve as your local mount point for example mntpeaxy

                If you omit -o user=ltclient_user_namegt you would be prompted for the password associatedwith the local admin account to complete the client registration Best practice is to always create aclient registration account and use that password

                The first time you mount the client to Aureum you will be prompted for a registration passwordto allow client-Aureum authentication Type the client registration password Otherwise youradministrator must do this for you

                Peaxy strongly recommends that you change the password often especially after typing the passwordfor a client registration

                If you or your IT administrator have associated a DNS entry with the Aureum IP address you mightwant to use the DNS name as the name for your mount point

                Install Aureum | 26

                To configure the Aureum client to automatically mount on startup locate the etcfstab file andadd the line

                hfltmgmt_ipgt ltmnt_pointgt fusehf defaults 0 0

                where ltmgmt_ipgt is the Aureum IP address for example 172161061 and ltmnt_pointgt is the localmount point for example mntpeaxy

                Note If you are running CentOS 7 change this line to add the _netdev flag as below

                hfltmgmt_ipgt ltmnt_pointgt fusehf defaults_netdev 0 0

                You can now use the Aureum client to access Aureum

                Unregister a Linux Client from AureumYou can securely unregister an installed FUSE client from the Aureum system that it mounts

                Removing the registration renders the client unable to access Aureum If you use the all option youwill need to perform a new registration setup before you can mount Aureum again

                Unregistering a client is done by running the unregsh script Use the following procedure tounregister the client

                1 On the workstation running the client open a command prompt2 Move to optpeaxybin the location of the script3 Run the script

                bull Type sudo unregsh ltAureumgt to unregister the client from a specific Aureum systemReplace ltAureumgt with the Aureum system to unregister

                bull Type sudo unregsh all to unregister the client from all Aureum systems on which theclient is registered

                Note Peaxy strongly recommends using the all option before you decommission aclient workstation

                Windows ConfigurationDomain users with credentials from an Active Directory can access Aureum through a share

                After Aureum joins a domain it sets up network shares for chosen directories (including all containedsubdirectories) To domain users these shares look the same as any other folder that is accessible viathe network

                Unlike an Aureum client which mounts to the root of the volume a share allows a user to exportsubdirectories for more granular access

                Where to Find ItFrom the Navigation menu select SECURITY gt DOMAINS and SECURITY gt SHARES

                Join a DomainBefore you can create a share you must join a Windows domain

                You can pre-create a machine account in an Active Directory under a specified OU If you choose notto do so Aureum will try to add a computer account to the default location of ldquoComputersrdquo

                Important If Aureum is already joined to a domain joining another domain will replace thejoin not add to it Aureum will only be joined to the most recently joined domain

                1 From the Navigation menu select SECURITY gt DOMAINS2 Type the complete Windows domain to join for example engexamplecom3 Type the username with access to the domain The user must have the necessary permissions to

                join Aureum to the domain4 Type the password associated with the username or access to modify an object in the OU if the

                machine account was pre-created

                Install Aureum | 27

                5 In the NETBIOS NAME field set the Aureum computer account name you wish to be created in theActive Directory If Aureum is using a pre-created machine account in a specific OU then the nameyou specify here must match that name exactly

                6 Click JOIN

                After the domain has been joined the JOIN button changes to LEAVE To leave the domain clickLEAVE

                Create a ShareCreate a share to allow Windows users to connect to Aureum

                Before you can create a share you must join the appropriate domain

                1 From the Navigation menu select SECURITY gt SHARES2 Type the name of the share3 In the SHARE CONTENT IN field choose the appropriate data class

                The IN DIRECTORY field automatically populates with the path specified by the chosen data classYou can extend this path but you cannot shorten it For example if the data class specifies the engineeringsoftware directory you can extend this path to be engineeringsoftwareqa However youcannot shorten the path to be engineering

                Note The system root data class specifies the root () directory You can extend this path inany way you choose The path must start with a slash and wildcards are not allowed

                4 Optional Include a description to provide more information about the share5 Click CREATE

                6 To edit or delete a share click the share to be modified

                bull To edit the share make the changes needed in the edit panel and click SAVE CHANGESbull To delete the share click the trash can icon ( ) and confirm the deletion

                Mount an Aureum Windows ShareDomain-authenticated users can mount and access Aureum directories using a share

                After Aureum has been joined to a domain and the share has been created you can easily mount tothe share

                The exact mount process is based on your workstation OS

                Install Aureum | 28

                If you do not already know it you can determine the mount point from Aureum by navigating to theJOIN DOMAIN page and using one of the listed public IP addresses as the mount point Include theshare name when mounting

                Peaxy recommends that you take the list of public IP addresses and enter them into your DNS serverlisted under the Aureum NetBIOS name within the appropriate domain In cases where multipleaddresses are used the DNS server automatically round-robins the returned address This ensure thatclient connection load is distributed across the available nodes

                As a Windows example to mount a drive letter to Aureum Type

                net use ltdrive_lettergt ltpublic addressgtltshare namegt

                where ltdrive_lettergt is the drive letter to assign to Aureum ltpublic_addressgt is the IP address usedto join the domain and ltshare_namegt is the share

                You then log into the share using your domain-authenticated username and password For exampleMYDOMAINmyname

                After mapping the drive access Aureum through Windows Explorer just like you would any otherdrive

                If the share does not appear in the Windows Explorer after a change such as a system reboot occursrefresh the view using the Refresh icon ( ) The share should display correctly

                You do not have to assign a share to a drive letter however In Windows Explorer type the public IPaddress and share name into the address bar Provide your username and password

                POSIX ComplianceAureum provides a POSIX-compliant interface

                Most of the Aureum interfaces are POSIX compliant and adhere to the IEEE standard The following isa list of exceptions to compliance

                bull The directory nlink count is not incremented when a subdirectory is addedbull inode retention differs from the POSIX specification because there is no way to retain the original

                inode number when a rename entails a move to a different device You can display the datahyperserver extent ID instead of the namespace hyperserver Node ID to the caller in the statfamily of calls This does not change when a file or directory is renamed It does change if the file ismigrated from one data hyperserver to another

                bull If two mount points are held to the same Aureum and a file is closed on one Aureum does notremove a fcntl lock for the same file on another This is a variance on the way that NFS worksThe internal locking structures take into account the client ID which varies depending on the clientmount If there are two different mounts to a server Aureum treats them as separate machineswhich NFS does not

                bull The file locking call flock() is emulated using POSIX byte range locks (fcntl() ) The POSIXcompliance specification does not cover flock() This implementation mirrors the behavior ofNFS The Aureum behavior is slightly different and varies from the POSIX specification as follows

                1 As in NFS you must have write permissions to get a write lock2 As in NFS you cannot place both flock() and fcntl() locks on the same file as these locks

                will conflict3 An flock() will not inherit across forks4 The flock() will be durable against other file closes but fcntl() locks will not behave within

                the POSIX specification5 As well as being removed by an explicit f_unlock record locks are automatically released

                when the process terminates or if it closes any file descriptor referring to a file on which locksare held This means that a process can lose the locks on a file like etcpasswd or etcmtab if a library function opens reads and closes it

                Information and ResourcesThe latest news and information can always be found on the Peaxy website

                Peaxy provides documents that are designed for different audiences These documents furnish acomprehensive explanation of Aureum and how to use it Additionally information is available fromtooltips Each field has a tooltip that adds explanations and any limitations for the item

                The most current and accurate information available was included at the time this document wasprepared However changes may occur after the document is released Always read the ReleaseNotes for the most current information

                Aureum Installation GuideA step-by-step guide to installing and configuring Aureum into your network

                Aureum Administrator GuideA guide to understanding the Aureum architecture Provides details for planning configuring andmonitoring your implementation

                Quickstart SeriesA series of two-page guides providing an abbreviated set of instructions for Aureum tasks Theycan be taken in order or used as reminders for individual tasks

                Tech NotesSome technical issues are outside the scope of the regular documentation These are presented asTechnical Notes

                Contact Peaxy9 am to 5 pm Pacific Standard Time

                Main +1 (408) 441-6500

                Support +1 (408) 763-3700

                By phone

                Support toll free US only +1 (844) 277-3299

                General information infopeaxynet

                Sales salespeaxynet

                Support supportpeaxynet

                By email

                Documentation feedback feedbackpeaxynet

                Online wwwpeaxynetsupport (login required)

                Peaxy Inc

                2380 Bering Dr

                By mail

                San Jose CA 95131 USA

                LegalPeaxyreg and Aureumtrade are registered trademarks of Peaxy Inc

                All other trademarks belong to their respective companies

                CopyrightsThis document is copyright copy 2016 Peaxy Inc

                Aureum software includes portions of the following

                bull Amazon Web Services (AWS) Java SDK httpsawsamazoncomsdk-for-java and httpawsamazoncomapache-2-0

                bull Apache License Version 20 January 2004bull BEOPEN PYTHON OPEN SOURCE LICENSE AGREEMENT VERSION 1bull BSD 3bull crc32 routine COPYRIGHT copy 1986 Gary S Brownbull Element Tree used under the Python licensebull Erlang Public License (EPL) a derivative work of the Mozilla Public License Now provided under

                the Apache 20 licensebull GoogleAuth httpsgithubcomwstrangeGoogleAuthbull GNU Lesser General Public License Version 3 Copyright copy 2007 Free Software Foundation Inc

                and GNU Lesser General Public License Version 21 Copyright copy 1999 Free Software FoundationInc

                bull Samba is Free Software licensed under the GNU General Public License httpswwwsambaorgsambadocsGPLhtml the Samba project is a member of the Software Freedom Conservancy

                bull JSON-C Copyright (c) 2009-2012 Eric Haszlakiewicz and Copyright (c) 2004-2005 MetaparadigmPte Ltd

                bull Kerberos Copyright copy 1985-2009 now under the MIT 2 licensebull libcurl Copyright (c) 1996 - 2015 Daniel Stenbergdanielhaxxsebull lshow used under the GPL licensebull MIT (X11) Copyright copy 2007-2015bull RIAK Creative Commons (httpcreativecommonsorg licensesby30)bull Goldrush Copyright copy 2012 Magnus Klaarbull Meld Under ZPL licensebull NSIS (Nullsoft Scriptable Install System) copy 1999-2013bull OpenSSL License Copyright (c) 1998-2016 The OpenSSL Project and Original SSLeay License

                Copyright (c) 1995-1998 Eric Youngbull Protobuf Copyright 2008 Google Inc now under the BSD 3 licensebull Setup Tools (setuptools-06c11) Under ZPL licensebull Sodium crypto library (libsodium) ISC license Copyright (c) 2013-2015 Frank Denisbull Solr the Apache Lucene project Copyright copy 2010 The Apache Software Foundationbull TCL Copyright copy Regents of the University of California Sun Microsystems Inc Scriptics

                Corporation and other partiesbull The Apache Lucene project Copyright copy 2010 The Apache Software Foundationbull The Apache Tika project Copyright copy The Apache Software Foundationbull VirtualBox Copyright copy 2007 Oracle Corp as part of the GNU GPL V2 Licensebull YAWS Copyright copy 2006 Claes Wikstrom now under the BSD licensebull Apache zookeeper Under the Apache 2 license

                Index | 35

                Index

                bdl license file 18

                img 12

                MD5 12

                zip 12

                A

                access directories 24Active Directory 26add

                resources 19servers 19

                Admin 17administrator 17AMS 12 14 15 16Aureum IP address 11Aureum Manager 6 12 14Aureum name 18Aureum overview 5average file size 18

                B

                beacon turning on or off 19BIOS 15bonding network interface 19bootable USB 12 14browser 15button color 17

                C

                capacity 10 19CentOS 10checksum 12client registration 22clients 22configuration 11configure email 21connect 22contact 31create

                export 23share 27

                create Aureum 15create storage class 20

                D

                dedicated capacity 20dedicated nodes 5default storage class 20directory access 24discover resources 12 14 19discovery state Aureum nodes 12 14disk space required 10DNS server 11DNS servers 18documentation 31domain-authenticated user

                domain 27

                domain-authentication 22domain suffix 11download images 14

                E

                editsecurity level 22

                emailer settings 21Ethernet

                interface 10switch 10

                exportCIFS 23create an export 23

                F

                files needed 12 14firewall 12flexible capacity 20flock 29FUSE 10

                G

                gateway 11 18

                H

                hardware requirements 10how to reach Peaxy 31

                I

                image copier 12 14import a license 18initial configuration 18inode retention 29install

                client 24Linux client 24

                introduction 5iptables 16

                J

                javarequired version 12 14

                javaw 14

                K

                Kerberos 22 22 23

                L

                legal 33levels of security 23license files 18licenses 18

                Index | 36

                Linux client install 24localhost 15location 18

                M

                maintenance agreement 18management IP 15mapping 22mount Aureum 24 27mounting 22 22

                N

                namespace 18Navigation menu

                configuration 11security 22

                netBIOS 22NIC 19NTP server 11 18

                O

                outgoing email 21overview

                architecture 6Aureum building blocks 6components 6

                P

                password 17password limitations 17ports 12POSIX compliance 29primary domain 18primary domain suffix 11

                R

                RAM requirements 10realms 22reboot 12 14recommended configuration 10Red Hat Enterprise Linux 10replication factor 11 18 20resources

                needed 10run setup 16

                S

                samsp 12 14 16security 22 23security levels

                security 22 23select the license 18SElinux 16sestatus 16set performance levels 20settings 11setup 16share

                CIFS 27

                create a share 27Share 26SMTP 17 21software files 14space needed 10storage class creating default 20subnet mask 11Support hours 31

                T

                tar ball 24time server 18time zone 11 18

                U

                USB 15USB stick 10 12 14user account 17

                V

                virtualization 6 15

                W

                what youll need 11Windows

                domain 26join a domain 26share 27

                Windows client 10

                Y

                yum 24

                • Contents
                • Introduction
                  • How Aureum Works
                    • Install Aureum
                      • Resource Requirements
                      • Aureum Configuration Settings
                      • Port Requirements and Firewall Settings
                      • Prepare Aureum Installation Resources (Linux)
                      • Prepare Aureum Installation Resources (Windows)
                      • Install the Software
                      • Continue the Installation
                      • Create an Admin Account
                      • Import an Aureum License
                      • Provide Aureum Information
                      • Add Resources
                      • Create a Default Storage Class
                      • Define Outgoing Mail Settings
                      • Create a Client Registration User
                      • Configure Security
                      • Connect
                        • Linux Client-Aureum Registration
                        • Security Levels
                        • Create an Export
                        • Install a Linux-based Aureum Client
                          • Mount Aureum (Linux)
                          • Unregister a Linux Client from Aureum
                            • Windows Configuration
                              • Join a Domain
                              • Create a Share
                              • Mount an Aureum Windows Share
                                • POSIX Compliance
                                • Information and Resources
                                • Index

                  Install Aureum | 12

                  Item Description Exampleadditional replica of the data are saved providing higheravailability Valid options are 2 3 and 4

                  Use the appropriate replication factor for each storageclass to implement the best level of protection for criticaldata and to limit wasted consumption for sandboxes andother nonessential data For data that is not critical or forsandboxes you can choose a lower replication factor Usea high replication factor for data that is critical or accessedoften

                  Table 2 Emailer Settings

                  Item Description Example

                  Email server The name of the email server This is usually an SMTPserver

                  smtpgmailcom

                  Server port By default port 587 is used Only change this if corporateor security requirements demand it

                  587

                  Email serveraccount

                  Enter a valid email account Aureum uses this account tosend email notifications and replacement passwords

                  memycompanycom

                  Password The password that is associated with the valid emailaccount

                  Send from Only change this if your SMTP server allows it and yourcorporate requirements demand it Normally only serversusing TLS require this entry

                  memycompanycom

                  Port Requirements and Firewall SettingsBecause Aureum uses the network for traffic specific ports must be available

                  The following table describes the ports that must be open for Aureum traffic and client connections

                  Port Type Used for

                  53 DNS DNS

                  443 TCP Encrypted traffic

                  514 UDP Log Server

                  3033 TCP Statistic collection

                  8001 TCP Analytics server

                  8080 HTTP Windows client

                  8443 TCP Encrypted traffic

                  10011 UDP LinuxFUSE client

                  Prepare Aureum Installation Resources (Linux)The software is installed on each server resource that will become part of Aureum Aureum ishardware agnostic but there must be adequate resources to complete the installation Each serveruses a USB stick to install the software

                  Make sure that you have the required basic resources described in Resource Requirements Downloadthe software files from wwwpeaxynetsupport A login is required

                  Install Aureum | 13

                  1 Download the software installation files

                  bull Release-ltreleasenumbergtimg is the image to be copied to a USB stick that will initializethe hardware

                  bull Release-ltreleasenumbergtmd5 is the checksum file that validates the validity of the imagebull samsp-ltreleasenumbergtzip is a compressed file that contains the utilities to move the

                  image to the USB stick and for the initial configuration of Aureumbull The Aureum client file

                  bull hfclient-fuse-ltreleasenumbergttargz - the Aureum Linux client installation file2 From a command prompt on your workstation uncompress the installation files Type

                  sudo unzip samsp-ltreleasenumbergtzip -d tmp

                  3 As root launch the image copier Double click img-copiersh and click Run on the dialog thatappears

                  4 Browse to the software image you downloaded (the img file) and select this file

                  5 Type a label for the USB sticks

                  The label is used to identify the system during the initial installation and becomes the name of theserver on which it is installed If you use the same label on different sticks the software will add anumeric suffix when creating the host name for example HOST-01 HOST-02 and so on Labelscannot exceed 16 charactersYou can provide a different label for each USB stick but to do so you must copy the image file toeach stick individually

                  6 Insert the USB sticks into a port on your workstation or a hub connected to your workstation andthen click REFRESH to make them visible to the image copier tool Select the sticks you want fromthose displayed in the destination drives list The USB stick must be at least 2 GB

                  7 Leave Verify copy operation enabled Peaxy strongly recommends that you do not skip this step

                  Install Aureum | 14

                  Depending on the speed on the USB sticks it can take several minutes to complete theverification

                  8 Enable hypervisor protection if requiredEnable hypervisor protection if the underlying storage consists of non-redundant JBOD (acollection of hard disks that have not been configured to act as a RAID) This creates a softwareRAID 5 configuration for the container store used by AureumYou can disable hypervisor protection if you have a hardware RAID under the disk volumes Thisallows Aureum to use a higher-performing RAID 0 configuration instead

                  9 Click START10After the copy is complete click EXIT and remove the USB sticks from the workstation or USB hub

                  The USB stick now contains a bootable image of the Aureum installation software

                  Prepare Aureum Installation Resources (Windows)The software is installed on each server resource that will become part of Aureum Aureum ishardware agnostic but there must be adequate resources to complete the installation Each serveruses a USB stick to install the software

                  You must have administrator permissions to install the Aureum software

                  Your workstation must be running the Java Runtime Environment (JRE) 17 or higher installed in orderto run the image copier

                  Make sure that you have the required basic resources described in Resource Requirements Downloadthe software files from wwwpeaxynetsupport A login is required

                  1 Download the software installation files

                  bull Release-ltreleasenumbergtimg is the image to be copied to a USB stick that will initializethe hardware

                  bull Release-ltreleasenumbergtmd5 is the checksum file that validates the validity of the imagebull samsp-ltreleasenumbergtzip is a compressed file that contains the utilities to move the

                  image to the USB stick and for the initial configuration of Aureumbull The Aureum client file

                  bull hfclient-fuse-ltreleasenumbergttargz - the Aureum Linux client installation file2 On your Windows workstation move to the location of the zip file and unzip the file using any

                  uncompression program3 Move to the location of the uncompressed file and double-click the executable to start the

                  installation4 With administrator privileges launch the image copier Double-click img-copierbat

                  Install Aureum | 15

                  If the image copier does not launch properly you might need to add javaw to your path Refer toyour Windows Operating System help for instructions

                  5 Browse to the software image you downloaded (the img file) and select this file then click Run6 Type a label for the USB sticks

                  The label is used to identify the system during the initial installation and becomes the name of theserver on which it is installed If you use the same label on different USB sticks the software willadd a numeric suffix when creating the host name for example HOST-01 HOST-02 and so onLabels cannot exceed 16 charactersYou can provide a different label for each USB stick but to do so you must copy the image file toeach stick individually

                  7 Insert the USB sticks into a port on your workstation or a hub connected to your workstation andthen click REFRESH to make them visible to the image copier tool Select the sticks you want fromthose displayed in the destination drives list The USB stick must be at least 2 GB

                  8 Leave Verify copy operation enabled Peaxy strongly recommends that you do not skip this stepDepending on the speed on the USB sticks it can take several minutes to complete theverification

                  9 Enable hypervisor protection if requiredEnable hypervisor protection if the underlying storage consists of non-redundant JBOD (acollection of hard disks that have not been configured to act as a RAID) This creates a softwareRAID 5 configuration for the container store used by AureumYou can disable hypervisor protection if you have a hardware RAID under the disk volumes Thisallows Aureum to use a higher-performing RAID 0 configuration instead

                  10Click START11After the copy is complete click EXIT and remove the USB sticks from the workstation or USB hub

                  The USB stick now contains a bootable image of the installation software

                  Install the SoftwareThe installation software on the USB stick installs the Peaxy software and lets you create Aureum

                  1 Insert one prepared USB stick into each server Servers must have a console attached or beaccessible via an IPMI management tool

                  Install Aureum | 16

                  2 Apply power to the servers either individually or with a few seconds in between to complete the

                  next steps

                  Note If you have already configured your server to boot from USB skip steps 3 4 and 5

                  3 Enter the server BIOS and instruct the server to boot from the USB stickThe method used to enter the BIOS depends on the server

                  4 Ensure that the virtualization setting is enabled in the BIOS5 Save the BIOS changes and reboot the server from the USB stick

                  After the server has booted from the USB stick and launched the installation software you will seea message at the bottom of the screen telling you that the server is being prepared for installationThis boot process has placed the servers in a discoverable state this plays a role in the nextphase of the installation process

                  Continue the InstallationAfter the servers have been prepared and the software has been installed begin the configuration

                  1 On your workstation disable the firewall

                  On Red Hat Enterprise LinuxCentOS 7 systems use the following commands

                  systemctl stop firewalld

                  systemctl disable firewalld

                  On other Linux-based operating systems use the following commands

                  service iptables stop

                  service ip6tables stop

                  chkconfig ip6tables off only include this command if you want to permanently turn thefirewall off

                  chkconfig iptables off only include this command if you want to permanently turn thefirewall off

                  2 On your workstation disable SElinuxYou can check the status of SElinux with sestatus The result should appear as SELinuxstatus disabledIf you do not see disabled

                  1 Edit etcselinuxconfig and set the SELINUX variable to disabled2 Reboot your client workstation

                  3 On the workstation launch the Aureum installation management tool Type

                  sudo tmpsamsp-400ltversiongtsamspsh

                  Install Aureum | 17

                  You should see something similar to the following

                  Launching Management Server Platform version 400rootOpen your browser and enter the URL httpslocalhost to continueDo not terminate samsp it is required to complete cluster configurationYou can view tmpsamsp-40010872logmsplog for detailed progress activity

                  Important Do not terminate samsp because it is needed to complete clusterconfiguration

                  4 Open a browser and type

                  httpslocalhost If you are running the browser on the same workstation running the stand alone MSP orhttpsltip addressgt IP address of the workstation running the standalone MSP

                  This launches the Peaxy Management Tool If prompted accept the self-signed Peaxy certificate

                  After the initial setup is complete the IP address changes in the browser address bar This isexpected and correct behavior Now the installation portion of the AMS exits and the integratedAureum manager becomes active

                  In the next step the Aureum manager guides you through the initial configuration process

                  Create an Admin AccountThe first step in configuring a new Aureum system is to supply the details for the Admin account Afterthe installation process is complete and Aureum is up and running the Admin account is used to loginto the Aureum web UI (PMT) to perform additional administration tasks such as creating other useraccounts and a client registration password

                  Important The Admin account has access to critical areas of Aureum Ensure that the Adminaccount is secure

                  1 Type an email address for the accountThe AMS verifies that the email address is formatted correctly but does not check the validity ofthe email address itself This is the email address to which emails are sent

                  Note When setting the outgoing mailer settings the use of a customized email addressis highly dependent on the mail server While it might be possible to use a custom emailSEND FROM address many mail servers (such as Gmail) do not allow sending email usinganything other than the registered user account name

                  2 Type a user name for the accountThe user name must be between 3 and 32 characters and can contain letters numbers dots ()and at signs ()

                  3 Type a password to be associated with the user name in the previous stepPasswords are case sensitive and should be secure Best practice shows that you should changepasswords regularly

                  4 Confirm the password by retyping the password exactly as you entered it aboveWhen all of the fields are complete and have the correct format the SUBMIT button turns fromgray to blue

                  5 Click SUBMIT

                  The user account information is now created and stored

                  Important Set up the outgoing emailer settings as soon as possible after completinginstallation of Aureum If you forget or lose your password Aureum cannot send you a newone until the outgoing email is configured

                  Install Aureum | 18

                  The next step is to import the Aureum license

                  Import an Aureum LicenseImporting the license for an Aureum instance activates the Peaxy software License types are assignedto the Admin account that you created at the beginning of the installation

                  Before you create an Aureum system make sure that you have received your license from Peaxy andthat the license details are correct

                  Each time you create an Aureum instance you must import a license

                  1 Select the license to import or drag it onto the files areaThe license is a bdl file that contains all of the files needed to install the license

                  2 Click IMPORT3 The system installs the license and continues to the next step

                  Provide Aureum InformationDefining a few basic configuration items is the first step in setting up Aureum

                  During the first steps of the initial configuration you provide the basic information needed to createAureum its components and the namespace details

                  1 Enter the Network settingsa) Enter the gateway addressb) Enter the subnet maskc) Enter the primary DNS domain suffix and up to three DNS server addresses

                  DNS servers must be entered as IP addresses Each DNS server is on a separate line2 Enter the General settings

                  a) Enter a name for this Aureum instanceNames can be up to 14 characters and can contain letters numbers dashes and underscores

                  b) Optional Enter a location for the Aureum system for example ldquodatacenterrdquo or ldquoPhoenixofficerdquo

                  c) Enter the Aureum IP addressd) Optional Enter up to three NTP servers

                  Including an NTP server ensures that the time stamp for Aureum is always correcte) Select the time zone to use from the drop-down menu

                  This ensures that all nodes in Aureum use the same time zone3 Define the Namespace settings

                  Install Aureum | 19

                  a) Select the average file size that you expect Aureum to containYour expected average file size selection is used by Aureum to determine the most efficientdistribution of hyperservers Aureum uses the selection you make here to determine theestimated ratio of namespace hyperservers to data hyperservers

                  b) Set the default namespace replication factor from 2 to 4The namespace replication factor is the number of replicas that Aureum creates for thenamespace

                  4 Click CONTINUE

                  Add resources to Aureum You can also click CANCEL to cancel the installation

                  Add ResourcesResources refer to the physical servers that will make up Aureum These can be any commodity serversuch as a 1U or 2U server with any number and size of disks These resources are used to build thenamespace and data hyperservers that form the heart of a running Aureum system

                  Note After a resource has been added Aureum claims the complete resource Unusedportions of a resource are designated as spares and are used in case of a failure or expansion

                  1 The system locates all physical servers that have been booted using USB sticks and are currently indiscovery stateYou will see a list of the servers available for inclusion Use the filter to narrow your search by servername

                  2 Select the servers to add to Aureum

                  Servers scheduled for selection have a check mark to the left Select the box beside SERVER NAMEto select all servers in the list

                  3 Enter the required number of IP addresses or an IP range The number of IP addresses neededappears above the IP ADDRESSES entry box

                  The system determines the number of IP addresses needed to ensure that all Aureum componentscan communicate receiving requests and returning responses Addresses can be individual IPaddresses (xxxxxxxxxxxx) an IP address range (xxxxxxxxx - xxx) or an IP address with a wildcard(xxxxxxxxx) Separate the IP addresses with a space comma or newline

                  Install Aureum | 20

                  Aureum only supports IPv4 (the dotted quad format) For example

                  192168100419216810015-2019216873

                  4 Define the roles of the serversClick the ROLES column entry for a server and configure the servers to support either data accessor search (SolrCloud) While it is possible to configure a server to support both data access andsearch this setting is not recommended for a production deployment

                  Note Aureum 40 supports SolrCloud clusters with one or three nodes Aureum 40 doesnot support SolrCloud clusters with either two nodes or more than three nodes

                  5 Define the bonding for the network port cardsYou should see the same speed for all of the network interfaces (NICs) on this server Use the list ofall NICs that are bonded with the interfaces on this server to form your decision Inactive NICs arenoted as sucha) Click the ETHERNET column entry for the server whose bonding to configure

                  If the column text is red some interfaces are not bonded to the server If the text is blue allavailable interfaces are bonded

                  b) Place a check mark next to all of the interfaces to bond to this server Remove the check markfor those interfaces you do not want included in the bond

                  6 Optional Toggle the server beacon on or offBeacon signals guide you to the server in question This is often used when troubleshooting tolocate a specific server in a large group of servers

                  7 Click CONTINUEWait for the installation wizard to verify that the IP addresses you entered are valid and can beused The system assigns the IP addresses and sets the state to Pending

                  8 Click START INSTALLATIONThe button changes from START INSTALLATION to INSTALLATION IN PROGRESS The systemassigns the resources to Aureum and determines the necessary number of dedicated nodesneeded for the configuration The progress is displayed but you can also use the Log link to followindividual progress If some of the servers are not yet ready wait a few moments and retry

                  The installation process will take some time typically 10 to 20 minutes When complete the IPaddress in the browser will switch from the local IP of your workstation to the Aureum IP addressthat was entered earlier This signals the transition from the AMS you launched earlier (samsp) to theintegrated PMT that is now running on Aureum

                  The next step is to create a default storage class

                  Create a Default Storage ClassA storage class groups and manages data hyperservers with similar replication factors capabilitiesand performance configuration

                  You must configure at least one storage class to use as the default during the initial Aureumconfiguration You can create more storage classes at any time as long as you have the resourcesnecessary

                  1 You are presented with the create Initial Storage Class option2 Enter the required information to create the storage class

                  a) Type a name for the storage classClass names can be up to 14 text characters

                  b) Define the performance levelPerformance levels based on throughput and seek time Select the paired setting that is best foryour expected usage For the widest option select ldquoAnyrdquo

                  c) Set the replication factor

                  Install Aureum | 21

                  Remember all hyperservers assigned to this storage class will use these settings

                  Note You must include at least the same number of resources to create the specifiedreplication factor For example you cannot have a replication factor of three in anAureum system with only two servers

                  Because each replication requires some amount of storage the replication factor selectedaffects the amount of total storage available

                  Tip The Aureum data space is partitioned through all the data-capable hyperserversEach hyperserver can be configured to offer a specified replication factor This lets youstore vital data with high redundancy while more transient data can skip replication inorder to optimize storage and performance costs

                  d) Optional Enable flexible space allocationEnabling flexible storage space allows the members of the storage class to consume thecapacity needed When more storage space is needed more is allocated automaticallyregardless of the initial allocation Peaxy recommends this option for general use Some casesmight have different needs

                  e) Optional To make this the default storage class select YESAll data that does not meet the conditions in a specific data policy will be stored on the defaultstorage class (See data policies in the Aureum Administrator Guide)

                  3 Click CREATE STORAGE CLASS4 To complete the initial installation and configuration click FINALIZE AUREUM then click YES to

                  confirm the configuration is correct

                  Important After you click FINALIZE you must wait for the health indicator on the Aureumcard or list turn green before using Aureum

                  The Aureum installation is complete and the PMT shows the main Aureum window To configureadditional Aureum storage classes and data policies and to understand how to monitor Aureum seethe Aureum Administrator Guide

                  Define Outgoing Mail SettingsIn order for Aureum to send email notifications and provide lost password recovery you must tellAureum how to send email alerts

                  Important Configure outgoing email settings as soon as reasonably possible If you lose orforget your password Aureum cannot send reset instructions until you configure the emailsettings

                  1 Select EMAILER CONFIG from the SETUP WIZARD pane or from the Navigation menu select EMAILER

                  2 Type the email (SMTP) server to use when sending the emailThe email server must be accessible from Aureum

                  Install Aureum | 22

                  3 By default the system uses port 587 This is usually the right setting Only change the EMAILSERVER PORT if your organizations SMTP server requires it

                  4 Enter a valid user account and password that Aureum will use to send email from this server5 Optional SEND FROM is required only if your email server requires Transport Layer Security (TLS)

                  If this is the case type the SEND FROM email addressGenerally the recommended SEND FROM address is a working system administrator account

                  6 Click SAVE

                  Create a Client Registration UserThe Aureum client registration user and password allow client authentication at mount time

                  This allows you to create a custom account for authenticating client mounts

                  1 Click REGISTRATION2 Type a name for the user This will be the username that is authorized to type in the registration

                  password when an Aureum client is installed3 Type the client registration password This password is used to register the Aureum client for

                  authentication at mount time4 Click SAVE

                  Configure SecurityDefine define the level of security for client communication

                  1 Click SECURITY LEVEL2 Slide the controller to the level of security your data will use

                  3 Click ACCEPT

                  ConnectAn Aureum client mounts Aureum and allows access to folders and files Peaxy provides clientsoftware for Linux users and allows Windows users to access Aureum through a Windows share

                  The Linux-based client uses a FUSE component to remotely access Aureum services Almost all Linuxinstallations include FUSE so you should not need to do anything extra

                  The Aureum client has a small footprint A very limited set of memory and CPU cycles are needed toperform the client functions Also the Aureum client can be used concurrently with other clients forNFS and other network file systems

                  When you install the client the client drivers are added to the default system directories To accessthese directories use the mount command (more commonly known as mapping a drive in Windows)to mount the client to the directory

                  Install Aureum | 23

                  Mounting a client to an Aureum directory loads all the data structures necessary for the client tointeract with Aureum As the structures change Aureum updates them In order for a client to accessAureum all that is necessary is that the client know the IP address or URL to which the client willconnect and the client-Aureum registration password

                  Also available is the ability to join a Windows domain and create domain-authenticated users who canaccess different areas of Aureum

                  Linux Client-Aureum RegistrationThe minimum security level for Aureum is the authenticated mount To ensure that unauthorized usersdont gain access to data Peaxy provides an authenticated mount between Aureum Linux clients andAureum using certificates and registration

                  Note The process described in this section applies to Linux clients Windows domains userswith credentials from an Active Directory access Aureum through a Windows share

                  Security is always an important part of any system that provides data access especially when theaccess spans many users and locations Peaxy provides a registration process where the clientand server exchange certificates which are used to authenticate subsequent connections Theregistration provides a mutual authentication method between the client and Aureum allowing theclient access Only authenticated clients are allowed to mount Aureum Other clients cannot use thesame authentication as part of the certificate registration Aureum generates a client key pair that isunique to each client-Aureum connection

                  How It WorksThe AMS requires a dynamic registration at the initial mount time As part of the registration Aureumgenerates a key pair unique to each client This key pair is persistent so you do not need to re-register the client each time you mount Aureum

                  This initial registration is required the first time the client mounts Aureum and requires a specialregistration password that is unique to Aureum This password is entered by the Aureum administratorat the workstation on which the client is installed Subsequent client mounts use the client certificateissued during registration

                  Security LevelsAureum offers varying levels of security

                  The security level is visible on the Aureum card or list and is indicated in the SECURITY section by thenumber of total locks that are green Gray locks indicate how many additional security levels you canselect For example if there are four total locks and three are green your current security level is 3Message Integrity

                  bull Data Confidentiality all data in and out of Aureum is verified and encryptedbull Message Integrity message authentication codes verify message integritybull Kerberos Authentication use the Kerberos authentication protocol as the mechanism for

                  authentication between a client and a server or between one server and another serverbull Authenticated Mount use X509 certificates to mutually authenticate and validate all Aureum

                  clients and hyperservers in Aureum

                  Create an ExportCreate an export to allow Linux clients to mount and access Aureum

                  1 From the Navigation menu select SECURITY gt EXPORTS2 Type the export name3 In the EXPORT CONTENT IN field choose the data class to export

                  The IN DIRECTORY field automatically populates with the path specified by the chosen data classYou can extend this path but you cannot shorten it For example if the data class specifies the

                  Install Aureum | 24

                  engineeringsoftware directory you can extend this path to be engineeringsoftwareqa However youcannot shorten the path to be engineering

                  Note The system root data class specifies the root () directory You can extend this path inany way you choose The path must start with a slash and wildcards are not allowed

                  4 Optional Include a description to provide more information about the export5 Click CREATE6 To edit or delete an export click the corresponding entry in the list

                  bull To edit the export make the changes needed in the edit panel and click SAVE CHANGESbull To delete an export click the corresponding trash can icon ( ) and confirm the deletion

                  Install a Linux-based Aureum ClientYou install the Aureum client on physical hardware or on a workstation in the cloud Use the client tomount and access Aureum directories

                  Before installing the client make sure that your system meets the minimum requirements describedin the Requirements section of this document

                  Note Aureum uses FUSE in Direct IO mode for better performance The version of FUSErunning on older versions of CentOS Red Hat Enterprise Linux doesnt support mmap whenFUSE is being used this way This might cause some mmap functions such as ACCESS_WRITEMAP_SHARED and PROT_WRITE to fail You can use the mount flag --disable-direct-io-mode to disable Direct IO mode

                  If you choose to use Direct IO mmap will be disabled on CentOS56 and 57 since those versionsdont support mmap with direct IO Enabling this option will result in a significant performancedegradation on clients using this option Peaxy strongly recommends that you upgrade to a newerversion of Linux

                  Ensure FUSE and its dependencies have been installed on each client If it has not been installedinstall FUSE according to the instructions for the package you chose On CentOS for example installthis by typing

                  sudo yum -y install fusex86_64 fuse-develx86_64 fuse-libsx86_64

                  The version numbers for your installation may differ

                  If you have installed a version of the fuseko module that is not the Peaxy-specific version runadditional commands at the end of the installation process This prevents kernel-oops messages fromconsuming all of the space in the varspool directory These messages indicate a benign conditiondue to a Linux FUSE problem

                  Run the following commands

                  chkconfig --levels 2345 abrt-oops off service abrt-oops stop

                  Note The client installation sets the following values automatically

                  Parameter Value set to

                  netipv4tcp_tw_recycle 1

                  netipv4tcp_fin_timeout 2

                  netcorewmem_max 2097152

                  netcorermem_max 2097152

                  netcorewmem_default 2097152

                  netcorermem_default 2097152

                  Install Aureum | 25

                  1 Download the Aureum client file from the support section of the Peaxy website at wwwpeaxynetsupport (login is required)The file is downloaded as a targz package and contains an installer It has a name similar tohfclient-fuse-400ltbuildnumbergttargz

                  2 Unpack the distribution file by typing the following

                  tar -zxvf hfclient-fuse-400ltbuildnumbergttargz

                  You will see something like the following

                  hfclient-fuse-400hfclient-fuse-400setupshhfclient-fuse-400scriptshfclient-fuse-400scriptsupdatedbshhfclient-fuse-400scriptsc_rehashshhfclient-fuse-400scriptssysctlshhfclient-fuse-400scriptsunregshhfclient-fuse-400scriptsconfshhfclient-fuse-400binhfclient-fuse-400binfusehfCentOS-5xhfclient-fuse-400binfusehfhfclient-fuse-400confhfclient-fuse-400confhfconftgz

                  3 While logged in as root run setupsh installThe driver files are installed in the default system directories You will see something similar to thefollowing

                  sudo setupsh install

                  Installer for Peaxy Aureum Client version 40

                  Checking package contentsInstalling hf client binariesremoved `optpeaxy-40sbinfusehf`binfusehf -gt `optpeaxy-40sbinfusehfInstallation complete

                  Mount Aureum

                  Mount Aureum (Linux)After the client is installed use the mount command to mount Aureum

                  At a command prompt type

                  sudo mkdir -p ltmnt_pointgtsudo mount -t fusehf hfltmgmt_ipgt ltmnt_pointgt -o user=ltclient registration usernamegt

                  where ltmgmt_ipgt is the Aureum IP address for example 172161061 and ltmnt_pointgt is thedirectory that will serve as your local mount point for example mntpeaxy

                  If you omit -o user=ltclient_user_namegt you would be prompted for the password associatedwith the local admin account to complete the client registration Best practice is to always create aclient registration account and use that password

                  The first time you mount the client to Aureum you will be prompted for a registration passwordto allow client-Aureum authentication Type the client registration password Otherwise youradministrator must do this for you

                  Peaxy strongly recommends that you change the password often especially after typing the passwordfor a client registration

                  If you or your IT administrator have associated a DNS entry with the Aureum IP address you mightwant to use the DNS name as the name for your mount point

                  Install Aureum | 26

                  To configure the Aureum client to automatically mount on startup locate the etcfstab file andadd the line

                  hfltmgmt_ipgt ltmnt_pointgt fusehf defaults 0 0

                  where ltmgmt_ipgt is the Aureum IP address for example 172161061 and ltmnt_pointgt is the localmount point for example mntpeaxy

                  Note If you are running CentOS 7 change this line to add the _netdev flag as below

                  hfltmgmt_ipgt ltmnt_pointgt fusehf defaults_netdev 0 0

                  You can now use the Aureum client to access Aureum

                  Unregister a Linux Client from AureumYou can securely unregister an installed FUSE client from the Aureum system that it mounts

                  Removing the registration renders the client unable to access Aureum If you use the all option youwill need to perform a new registration setup before you can mount Aureum again

                  Unregistering a client is done by running the unregsh script Use the following procedure tounregister the client

                  1 On the workstation running the client open a command prompt2 Move to optpeaxybin the location of the script3 Run the script

                  bull Type sudo unregsh ltAureumgt to unregister the client from a specific Aureum systemReplace ltAureumgt with the Aureum system to unregister

                  bull Type sudo unregsh all to unregister the client from all Aureum systems on which theclient is registered

                  Note Peaxy strongly recommends using the all option before you decommission aclient workstation

                  Windows ConfigurationDomain users with credentials from an Active Directory can access Aureum through a share

                  After Aureum joins a domain it sets up network shares for chosen directories (including all containedsubdirectories) To domain users these shares look the same as any other folder that is accessible viathe network

                  Unlike an Aureum client which mounts to the root of the volume a share allows a user to exportsubdirectories for more granular access

                  Where to Find ItFrom the Navigation menu select SECURITY gt DOMAINS and SECURITY gt SHARES

                  Join a DomainBefore you can create a share you must join a Windows domain

                  You can pre-create a machine account in an Active Directory under a specified OU If you choose notto do so Aureum will try to add a computer account to the default location of ldquoComputersrdquo

                  Important If Aureum is already joined to a domain joining another domain will replace thejoin not add to it Aureum will only be joined to the most recently joined domain

                  1 From the Navigation menu select SECURITY gt DOMAINS2 Type the complete Windows domain to join for example engexamplecom3 Type the username with access to the domain The user must have the necessary permissions to

                  join Aureum to the domain4 Type the password associated with the username or access to modify an object in the OU if the

                  machine account was pre-created

                  Install Aureum | 27

                  5 In the NETBIOS NAME field set the Aureum computer account name you wish to be created in theActive Directory If Aureum is using a pre-created machine account in a specific OU then the nameyou specify here must match that name exactly

                  6 Click JOIN

                  After the domain has been joined the JOIN button changes to LEAVE To leave the domain clickLEAVE

                  Create a ShareCreate a share to allow Windows users to connect to Aureum

                  Before you can create a share you must join the appropriate domain

                  1 From the Navigation menu select SECURITY gt SHARES2 Type the name of the share3 In the SHARE CONTENT IN field choose the appropriate data class

                  The IN DIRECTORY field automatically populates with the path specified by the chosen data classYou can extend this path but you cannot shorten it For example if the data class specifies the engineeringsoftware directory you can extend this path to be engineeringsoftwareqa However youcannot shorten the path to be engineering

                  Note The system root data class specifies the root () directory You can extend this path inany way you choose The path must start with a slash and wildcards are not allowed

                  4 Optional Include a description to provide more information about the share5 Click CREATE

                  6 To edit or delete a share click the share to be modified

                  bull To edit the share make the changes needed in the edit panel and click SAVE CHANGESbull To delete the share click the trash can icon ( ) and confirm the deletion

                  Mount an Aureum Windows ShareDomain-authenticated users can mount and access Aureum directories using a share

                  After Aureum has been joined to a domain and the share has been created you can easily mount tothe share

                  The exact mount process is based on your workstation OS

                  Install Aureum | 28

                  If you do not already know it you can determine the mount point from Aureum by navigating to theJOIN DOMAIN page and using one of the listed public IP addresses as the mount point Include theshare name when mounting

                  Peaxy recommends that you take the list of public IP addresses and enter them into your DNS serverlisted under the Aureum NetBIOS name within the appropriate domain In cases where multipleaddresses are used the DNS server automatically round-robins the returned address This ensure thatclient connection load is distributed across the available nodes

                  As a Windows example to mount a drive letter to Aureum Type

                  net use ltdrive_lettergt ltpublic addressgtltshare namegt

                  where ltdrive_lettergt is the drive letter to assign to Aureum ltpublic_addressgt is the IP address usedto join the domain and ltshare_namegt is the share

                  You then log into the share using your domain-authenticated username and password For exampleMYDOMAINmyname

                  After mapping the drive access Aureum through Windows Explorer just like you would any otherdrive

                  If the share does not appear in the Windows Explorer after a change such as a system reboot occursrefresh the view using the Refresh icon ( ) The share should display correctly

                  You do not have to assign a share to a drive letter however In Windows Explorer type the public IPaddress and share name into the address bar Provide your username and password

                  POSIX ComplianceAureum provides a POSIX-compliant interface

                  Most of the Aureum interfaces are POSIX compliant and adhere to the IEEE standard The following isa list of exceptions to compliance

                  bull The directory nlink count is not incremented when a subdirectory is addedbull inode retention differs from the POSIX specification because there is no way to retain the original

                  inode number when a rename entails a move to a different device You can display the datahyperserver extent ID instead of the namespace hyperserver Node ID to the caller in the statfamily of calls This does not change when a file or directory is renamed It does change if the file ismigrated from one data hyperserver to another

                  bull If two mount points are held to the same Aureum and a file is closed on one Aureum does notremove a fcntl lock for the same file on another This is a variance on the way that NFS worksThe internal locking structures take into account the client ID which varies depending on the clientmount If there are two different mounts to a server Aureum treats them as separate machineswhich NFS does not

                  bull The file locking call flock() is emulated using POSIX byte range locks (fcntl() ) The POSIXcompliance specification does not cover flock() This implementation mirrors the behavior ofNFS The Aureum behavior is slightly different and varies from the POSIX specification as follows

                  1 As in NFS you must have write permissions to get a write lock2 As in NFS you cannot place both flock() and fcntl() locks on the same file as these locks

                  will conflict3 An flock() will not inherit across forks4 The flock() will be durable against other file closes but fcntl() locks will not behave within

                  the POSIX specification5 As well as being removed by an explicit f_unlock record locks are automatically released

                  when the process terminates or if it closes any file descriptor referring to a file on which locksare held This means that a process can lose the locks on a file like etcpasswd or etcmtab if a library function opens reads and closes it

                  Information and ResourcesThe latest news and information can always be found on the Peaxy website

                  Peaxy provides documents that are designed for different audiences These documents furnish acomprehensive explanation of Aureum and how to use it Additionally information is available fromtooltips Each field has a tooltip that adds explanations and any limitations for the item

                  The most current and accurate information available was included at the time this document wasprepared However changes may occur after the document is released Always read the ReleaseNotes for the most current information

                  Aureum Installation GuideA step-by-step guide to installing and configuring Aureum into your network

                  Aureum Administrator GuideA guide to understanding the Aureum architecture Provides details for planning configuring andmonitoring your implementation

                  Quickstart SeriesA series of two-page guides providing an abbreviated set of instructions for Aureum tasks Theycan be taken in order or used as reminders for individual tasks

                  Tech NotesSome technical issues are outside the scope of the regular documentation These are presented asTechnical Notes

                  Contact Peaxy9 am to 5 pm Pacific Standard Time

                  Main +1 (408) 441-6500

                  Support +1 (408) 763-3700

                  By phone

                  Support toll free US only +1 (844) 277-3299

                  General information infopeaxynet

                  Sales salespeaxynet

                  Support supportpeaxynet

                  By email

                  Documentation feedback feedbackpeaxynet

                  Online wwwpeaxynetsupport (login required)

                  Peaxy Inc

                  2380 Bering Dr

                  By mail

                  San Jose CA 95131 USA

                  LegalPeaxyreg and Aureumtrade are registered trademarks of Peaxy Inc

                  All other trademarks belong to their respective companies

                  CopyrightsThis document is copyright copy 2016 Peaxy Inc

                  Aureum software includes portions of the following

                  bull Amazon Web Services (AWS) Java SDK httpsawsamazoncomsdk-for-java and httpawsamazoncomapache-2-0

                  bull Apache License Version 20 January 2004bull BEOPEN PYTHON OPEN SOURCE LICENSE AGREEMENT VERSION 1bull BSD 3bull crc32 routine COPYRIGHT copy 1986 Gary S Brownbull Element Tree used under the Python licensebull Erlang Public License (EPL) a derivative work of the Mozilla Public License Now provided under

                  the Apache 20 licensebull GoogleAuth httpsgithubcomwstrangeGoogleAuthbull GNU Lesser General Public License Version 3 Copyright copy 2007 Free Software Foundation Inc

                  and GNU Lesser General Public License Version 21 Copyright copy 1999 Free Software FoundationInc

                  bull Samba is Free Software licensed under the GNU General Public License httpswwwsambaorgsambadocsGPLhtml the Samba project is a member of the Software Freedom Conservancy

                  bull JSON-C Copyright (c) 2009-2012 Eric Haszlakiewicz and Copyright (c) 2004-2005 MetaparadigmPte Ltd

                  bull Kerberos Copyright copy 1985-2009 now under the MIT 2 licensebull libcurl Copyright (c) 1996 - 2015 Daniel Stenbergdanielhaxxsebull lshow used under the GPL licensebull MIT (X11) Copyright copy 2007-2015bull RIAK Creative Commons (httpcreativecommonsorg licensesby30)bull Goldrush Copyright copy 2012 Magnus Klaarbull Meld Under ZPL licensebull NSIS (Nullsoft Scriptable Install System) copy 1999-2013bull OpenSSL License Copyright (c) 1998-2016 The OpenSSL Project and Original SSLeay License

                  Copyright (c) 1995-1998 Eric Youngbull Protobuf Copyright 2008 Google Inc now under the BSD 3 licensebull Setup Tools (setuptools-06c11) Under ZPL licensebull Sodium crypto library (libsodium) ISC license Copyright (c) 2013-2015 Frank Denisbull Solr the Apache Lucene project Copyright copy 2010 The Apache Software Foundationbull TCL Copyright copy Regents of the University of California Sun Microsystems Inc Scriptics

                  Corporation and other partiesbull The Apache Lucene project Copyright copy 2010 The Apache Software Foundationbull The Apache Tika project Copyright copy The Apache Software Foundationbull VirtualBox Copyright copy 2007 Oracle Corp as part of the GNU GPL V2 Licensebull YAWS Copyright copy 2006 Claes Wikstrom now under the BSD licensebull Apache zookeeper Under the Apache 2 license

                  Index | 35

                  Index

                  bdl license file 18

                  img 12

                  MD5 12

                  zip 12

                  A

                  access directories 24Active Directory 26add

                  resources 19servers 19

                  Admin 17administrator 17AMS 12 14 15 16Aureum IP address 11Aureum Manager 6 12 14Aureum name 18Aureum overview 5average file size 18

                  B

                  beacon turning on or off 19BIOS 15bonding network interface 19bootable USB 12 14browser 15button color 17

                  C

                  capacity 10 19CentOS 10checksum 12client registration 22clients 22configuration 11configure email 21connect 22contact 31create

                  export 23share 27

                  create Aureum 15create storage class 20

                  D

                  dedicated capacity 20dedicated nodes 5default storage class 20directory access 24discover resources 12 14 19discovery state Aureum nodes 12 14disk space required 10DNS server 11DNS servers 18documentation 31domain-authenticated user

                  domain 27

                  domain-authentication 22domain suffix 11download images 14

                  E

                  editsecurity level 22

                  emailer settings 21Ethernet

                  interface 10switch 10

                  exportCIFS 23create an export 23

                  F

                  files needed 12 14firewall 12flexible capacity 20flock 29FUSE 10

                  G

                  gateway 11 18

                  H

                  hardware requirements 10how to reach Peaxy 31

                  I

                  image copier 12 14import a license 18initial configuration 18inode retention 29install

                  client 24Linux client 24

                  introduction 5iptables 16

                  J

                  javarequired version 12 14

                  javaw 14

                  K

                  Kerberos 22 22 23

                  L

                  legal 33levels of security 23license files 18licenses 18

                  Index | 36

                  Linux client install 24localhost 15location 18

                  M

                  maintenance agreement 18management IP 15mapping 22mount Aureum 24 27mounting 22 22

                  N

                  namespace 18Navigation menu

                  configuration 11security 22

                  netBIOS 22NIC 19NTP server 11 18

                  O

                  outgoing email 21overview

                  architecture 6Aureum building blocks 6components 6

                  P

                  password 17password limitations 17ports 12POSIX compliance 29primary domain 18primary domain suffix 11

                  R

                  RAM requirements 10realms 22reboot 12 14recommended configuration 10Red Hat Enterprise Linux 10replication factor 11 18 20resources

                  needed 10run setup 16

                  S

                  samsp 12 14 16security 22 23security levels

                  security 22 23select the license 18SElinux 16sestatus 16set performance levels 20settings 11setup 16share

                  CIFS 27

                  create a share 27Share 26SMTP 17 21software files 14space needed 10storage class creating default 20subnet mask 11Support hours 31

                  T

                  tar ball 24time server 18time zone 11 18

                  U

                  USB 15USB stick 10 12 14user account 17

                  V

                  virtualization 6 15

                  W

                  what youll need 11Windows

                  domain 26join a domain 26share 27

                  Windows client 10

                  Y

                  yum 24

                  • Contents
                  • Introduction
                    • How Aureum Works
                      • Install Aureum
                        • Resource Requirements
                        • Aureum Configuration Settings
                        • Port Requirements and Firewall Settings
                        • Prepare Aureum Installation Resources (Linux)
                        • Prepare Aureum Installation Resources (Windows)
                        • Install the Software
                        • Continue the Installation
                        • Create an Admin Account
                        • Import an Aureum License
                        • Provide Aureum Information
                        • Add Resources
                        • Create a Default Storage Class
                        • Define Outgoing Mail Settings
                        • Create a Client Registration User
                        • Configure Security
                        • Connect
                          • Linux Client-Aureum Registration
                          • Security Levels
                          • Create an Export
                          • Install a Linux-based Aureum Client
                            • Mount Aureum (Linux)
                            • Unregister a Linux Client from Aureum
                              • Windows Configuration
                                • Join a Domain
                                • Create a Share
                                • Mount an Aureum Windows Share
                                  • POSIX Compliance
                                  • Information and Resources
                                  • Index

                    Install Aureum | 13

                    1 Download the software installation files

                    bull Release-ltreleasenumbergtimg is the image to be copied to a USB stick that will initializethe hardware

                    bull Release-ltreleasenumbergtmd5 is the checksum file that validates the validity of the imagebull samsp-ltreleasenumbergtzip is a compressed file that contains the utilities to move the

                    image to the USB stick and for the initial configuration of Aureumbull The Aureum client file

                    bull hfclient-fuse-ltreleasenumbergttargz - the Aureum Linux client installation file2 From a command prompt on your workstation uncompress the installation files Type

                    sudo unzip samsp-ltreleasenumbergtzip -d tmp

                    3 As root launch the image copier Double click img-copiersh and click Run on the dialog thatappears

                    4 Browse to the software image you downloaded (the img file) and select this file

                    5 Type a label for the USB sticks

                    The label is used to identify the system during the initial installation and becomes the name of theserver on which it is installed If you use the same label on different sticks the software will add anumeric suffix when creating the host name for example HOST-01 HOST-02 and so on Labelscannot exceed 16 charactersYou can provide a different label for each USB stick but to do so you must copy the image file toeach stick individually

                    6 Insert the USB sticks into a port on your workstation or a hub connected to your workstation andthen click REFRESH to make them visible to the image copier tool Select the sticks you want fromthose displayed in the destination drives list The USB stick must be at least 2 GB

                    7 Leave Verify copy operation enabled Peaxy strongly recommends that you do not skip this step

                    Install Aureum | 14

                    Depending on the speed on the USB sticks it can take several minutes to complete theverification

                    8 Enable hypervisor protection if requiredEnable hypervisor protection if the underlying storage consists of non-redundant JBOD (acollection of hard disks that have not been configured to act as a RAID) This creates a softwareRAID 5 configuration for the container store used by AureumYou can disable hypervisor protection if you have a hardware RAID under the disk volumes Thisallows Aureum to use a higher-performing RAID 0 configuration instead

                    9 Click START10After the copy is complete click EXIT and remove the USB sticks from the workstation or USB hub

                    The USB stick now contains a bootable image of the Aureum installation software

                    Prepare Aureum Installation Resources (Windows)The software is installed on each server resource that will become part of Aureum Aureum ishardware agnostic but there must be adequate resources to complete the installation Each serveruses a USB stick to install the software

                    You must have administrator permissions to install the Aureum software

                    Your workstation must be running the Java Runtime Environment (JRE) 17 or higher installed in orderto run the image copier

                    Make sure that you have the required basic resources described in Resource Requirements Downloadthe software files from wwwpeaxynetsupport A login is required

                    1 Download the software installation files

                    bull Release-ltreleasenumbergtimg is the image to be copied to a USB stick that will initializethe hardware

                    bull Release-ltreleasenumbergtmd5 is the checksum file that validates the validity of the imagebull samsp-ltreleasenumbergtzip is a compressed file that contains the utilities to move the

                    image to the USB stick and for the initial configuration of Aureumbull The Aureum client file

                    bull hfclient-fuse-ltreleasenumbergttargz - the Aureum Linux client installation file2 On your Windows workstation move to the location of the zip file and unzip the file using any

                    uncompression program3 Move to the location of the uncompressed file and double-click the executable to start the

                    installation4 With administrator privileges launch the image copier Double-click img-copierbat

                    Install Aureum | 15

                    If the image copier does not launch properly you might need to add javaw to your path Refer toyour Windows Operating System help for instructions

                    5 Browse to the software image you downloaded (the img file) and select this file then click Run6 Type a label for the USB sticks

                    The label is used to identify the system during the initial installation and becomes the name of theserver on which it is installed If you use the same label on different USB sticks the software willadd a numeric suffix when creating the host name for example HOST-01 HOST-02 and so onLabels cannot exceed 16 charactersYou can provide a different label for each USB stick but to do so you must copy the image file toeach stick individually

                    7 Insert the USB sticks into a port on your workstation or a hub connected to your workstation andthen click REFRESH to make them visible to the image copier tool Select the sticks you want fromthose displayed in the destination drives list The USB stick must be at least 2 GB

                    8 Leave Verify copy operation enabled Peaxy strongly recommends that you do not skip this stepDepending on the speed on the USB sticks it can take several minutes to complete theverification

                    9 Enable hypervisor protection if requiredEnable hypervisor protection if the underlying storage consists of non-redundant JBOD (acollection of hard disks that have not been configured to act as a RAID) This creates a softwareRAID 5 configuration for the container store used by AureumYou can disable hypervisor protection if you have a hardware RAID under the disk volumes Thisallows Aureum to use a higher-performing RAID 0 configuration instead

                    10Click START11After the copy is complete click EXIT and remove the USB sticks from the workstation or USB hub

                    The USB stick now contains a bootable image of the installation software

                    Install the SoftwareThe installation software on the USB stick installs the Peaxy software and lets you create Aureum

                    1 Insert one prepared USB stick into each server Servers must have a console attached or beaccessible via an IPMI management tool

                    Install Aureum | 16

                    2 Apply power to the servers either individually or with a few seconds in between to complete the

                    next steps

                    Note If you have already configured your server to boot from USB skip steps 3 4 and 5

                    3 Enter the server BIOS and instruct the server to boot from the USB stickThe method used to enter the BIOS depends on the server

                    4 Ensure that the virtualization setting is enabled in the BIOS5 Save the BIOS changes and reboot the server from the USB stick

                    After the server has booted from the USB stick and launched the installation software you will seea message at the bottom of the screen telling you that the server is being prepared for installationThis boot process has placed the servers in a discoverable state this plays a role in the nextphase of the installation process

                    Continue the InstallationAfter the servers have been prepared and the software has been installed begin the configuration

                    1 On your workstation disable the firewall

                    On Red Hat Enterprise LinuxCentOS 7 systems use the following commands

                    systemctl stop firewalld

                    systemctl disable firewalld

                    On other Linux-based operating systems use the following commands

                    service iptables stop

                    service ip6tables stop

                    chkconfig ip6tables off only include this command if you want to permanently turn thefirewall off

                    chkconfig iptables off only include this command if you want to permanently turn thefirewall off

                    2 On your workstation disable SElinuxYou can check the status of SElinux with sestatus The result should appear as SELinuxstatus disabledIf you do not see disabled

                    1 Edit etcselinuxconfig and set the SELINUX variable to disabled2 Reboot your client workstation

                    3 On the workstation launch the Aureum installation management tool Type

                    sudo tmpsamsp-400ltversiongtsamspsh

                    Install Aureum | 17

                    You should see something similar to the following

                    Launching Management Server Platform version 400rootOpen your browser and enter the URL httpslocalhost to continueDo not terminate samsp it is required to complete cluster configurationYou can view tmpsamsp-40010872logmsplog for detailed progress activity

                    Important Do not terminate samsp because it is needed to complete clusterconfiguration

                    4 Open a browser and type

                    httpslocalhost If you are running the browser on the same workstation running the stand alone MSP orhttpsltip addressgt IP address of the workstation running the standalone MSP

                    This launches the Peaxy Management Tool If prompted accept the self-signed Peaxy certificate

                    After the initial setup is complete the IP address changes in the browser address bar This isexpected and correct behavior Now the installation portion of the AMS exits and the integratedAureum manager becomes active

                    In the next step the Aureum manager guides you through the initial configuration process

                    Create an Admin AccountThe first step in configuring a new Aureum system is to supply the details for the Admin account Afterthe installation process is complete and Aureum is up and running the Admin account is used to loginto the Aureum web UI (PMT) to perform additional administration tasks such as creating other useraccounts and a client registration password

                    Important The Admin account has access to critical areas of Aureum Ensure that the Adminaccount is secure

                    1 Type an email address for the accountThe AMS verifies that the email address is formatted correctly but does not check the validity ofthe email address itself This is the email address to which emails are sent

                    Note When setting the outgoing mailer settings the use of a customized email addressis highly dependent on the mail server While it might be possible to use a custom emailSEND FROM address many mail servers (such as Gmail) do not allow sending email usinganything other than the registered user account name

                    2 Type a user name for the accountThe user name must be between 3 and 32 characters and can contain letters numbers dots ()and at signs ()

                    3 Type a password to be associated with the user name in the previous stepPasswords are case sensitive and should be secure Best practice shows that you should changepasswords regularly

                    4 Confirm the password by retyping the password exactly as you entered it aboveWhen all of the fields are complete and have the correct format the SUBMIT button turns fromgray to blue

                    5 Click SUBMIT

                    The user account information is now created and stored

                    Important Set up the outgoing emailer settings as soon as possible after completinginstallation of Aureum If you forget or lose your password Aureum cannot send you a newone until the outgoing email is configured

                    Install Aureum | 18

                    The next step is to import the Aureum license

                    Import an Aureum LicenseImporting the license for an Aureum instance activates the Peaxy software License types are assignedto the Admin account that you created at the beginning of the installation

                    Before you create an Aureum system make sure that you have received your license from Peaxy andthat the license details are correct

                    Each time you create an Aureum instance you must import a license

                    1 Select the license to import or drag it onto the files areaThe license is a bdl file that contains all of the files needed to install the license

                    2 Click IMPORT3 The system installs the license and continues to the next step

                    Provide Aureum InformationDefining a few basic configuration items is the first step in setting up Aureum

                    During the first steps of the initial configuration you provide the basic information needed to createAureum its components and the namespace details

                    1 Enter the Network settingsa) Enter the gateway addressb) Enter the subnet maskc) Enter the primary DNS domain suffix and up to three DNS server addresses

                    DNS servers must be entered as IP addresses Each DNS server is on a separate line2 Enter the General settings

                    a) Enter a name for this Aureum instanceNames can be up to 14 characters and can contain letters numbers dashes and underscores

                    b) Optional Enter a location for the Aureum system for example ldquodatacenterrdquo or ldquoPhoenixofficerdquo

                    c) Enter the Aureum IP addressd) Optional Enter up to three NTP servers

                    Including an NTP server ensures that the time stamp for Aureum is always correcte) Select the time zone to use from the drop-down menu

                    This ensures that all nodes in Aureum use the same time zone3 Define the Namespace settings

                    Install Aureum | 19

                    a) Select the average file size that you expect Aureum to containYour expected average file size selection is used by Aureum to determine the most efficientdistribution of hyperservers Aureum uses the selection you make here to determine theestimated ratio of namespace hyperservers to data hyperservers

                    b) Set the default namespace replication factor from 2 to 4The namespace replication factor is the number of replicas that Aureum creates for thenamespace

                    4 Click CONTINUE

                    Add resources to Aureum You can also click CANCEL to cancel the installation

                    Add ResourcesResources refer to the physical servers that will make up Aureum These can be any commodity serversuch as a 1U or 2U server with any number and size of disks These resources are used to build thenamespace and data hyperservers that form the heart of a running Aureum system

                    Note After a resource has been added Aureum claims the complete resource Unusedportions of a resource are designated as spares and are used in case of a failure or expansion

                    1 The system locates all physical servers that have been booted using USB sticks and are currently indiscovery stateYou will see a list of the servers available for inclusion Use the filter to narrow your search by servername

                    2 Select the servers to add to Aureum

                    Servers scheduled for selection have a check mark to the left Select the box beside SERVER NAMEto select all servers in the list

                    3 Enter the required number of IP addresses or an IP range The number of IP addresses neededappears above the IP ADDRESSES entry box

                    The system determines the number of IP addresses needed to ensure that all Aureum componentscan communicate receiving requests and returning responses Addresses can be individual IPaddresses (xxxxxxxxxxxx) an IP address range (xxxxxxxxx - xxx) or an IP address with a wildcard(xxxxxxxxx) Separate the IP addresses with a space comma or newline

                    Install Aureum | 20

                    Aureum only supports IPv4 (the dotted quad format) For example

                    192168100419216810015-2019216873

                    4 Define the roles of the serversClick the ROLES column entry for a server and configure the servers to support either data accessor search (SolrCloud) While it is possible to configure a server to support both data access andsearch this setting is not recommended for a production deployment

                    Note Aureum 40 supports SolrCloud clusters with one or three nodes Aureum 40 doesnot support SolrCloud clusters with either two nodes or more than three nodes

                    5 Define the bonding for the network port cardsYou should see the same speed for all of the network interfaces (NICs) on this server Use the list ofall NICs that are bonded with the interfaces on this server to form your decision Inactive NICs arenoted as sucha) Click the ETHERNET column entry for the server whose bonding to configure

                    If the column text is red some interfaces are not bonded to the server If the text is blue allavailable interfaces are bonded

                    b) Place a check mark next to all of the interfaces to bond to this server Remove the check markfor those interfaces you do not want included in the bond

                    6 Optional Toggle the server beacon on or offBeacon signals guide you to the server in question This is often used when troubleshooting tolocate a specific server in a large group of servers

                    7 Click CONTINUEWait for the installation wizard to verify that the IP addresses you entered are valid and can beused The system assigns the IP addresses and sets the state to Pending

                    8 Click START INSTALLATIONThe button changes from START INSTALLATION to INSTALLATION IN PROGRESS The systemassigns the resources to Aureum and determines the necessary number of dedicated nodesneeded for the configuration The progress is displayed but you can also use the Log link to followindividual progress If some of the servers are not yet ready wait a few moments and retry

                    The installation process will take some time typically 10 to 20 minutes When complete the IPaddress in the browser will switch from the local IP of your workstation to the Aureum IP addressthat was entered earlier This signals the transition from the AMS you launched earlier (samsp) to theintegrated PMT that is now running on Aureum

                    The next step is to create a default storage class

                    Create a Default Storage ClassA storage class groups and manages data hyperservers with similar replication factors capabilitiesand performance configuration

                    You must configure at least one storage class to use as the default during the initial Aureumconfiguration You can create more storage classes at any time as long as you have the resourcesnecessary

                    1 You are presented with the create Initial Storage Class option2 Enter the required information to create the storage class

                    a) Type a name for the storage classClass names can be up to 14 text characters

                    b) Define the performance levelPerformance levels based on throughput and seek time Select the paired setting that is best foryour expected usage For the widest option select ldquoAnyrdquo

                    c) Set the replication factor

                    Install Aureum | 21

                    Remember all hyperservers assigned to this storage class will use these settings

                    Note You must include at least the same number of resources to create the specifiedreplication factor For example you cannot have a replication factor of three in anAureum system with only two servers

                    Because each replication requires some amount of storage the replication factor selectedaffects the amount of total storage available

                    Tip The Aureum data space is partitioned through all the data-capable hyperserversEach hyperserver can be configured to offer a specified replication factor This lets youstore vital data with high redundancy while more transient data can skip replication inorder to optimize storage and performance costs

                    d) Optional Enable flexible space allocationEnabling flexible storage space allows the members of the storage class to consume thecapacity needed When more storage space is needed more is allocated automaticallyregardless of the initial allocation Peaxy recommends this option for general use Some casesmight have different needs

                    e) Optional To make this the default storage class select YESAll data that does not meet the conditions in a specific data policy will be stored on the defaultstorage class (See data policies in the Aureum Administrator Guide)

                    3 Click CREATE STORAGE CLASS4 To complete the initial installation and configuration click FINALIZE AUREUM then click YES to

                    confirm the configuration is correct

                    Important After you click FINALIZE you must wait for the health indicator on the Aureumcard or list turn green before using Aureum

                    The Aureum installation is complete and the PMT shows the main Aureum window To configureadditional Aureum storage classes and data policies and to understand how to monitor Aureum seethe Aureum Administrator Guide

                    Define Outgoing Mail SettingsIn order for Aureum to send email notifications and provide lost password recovery you must tellAureum how to send email alerts

                    Important Configure outgoing email settings as soon as reasonably possible If you lose orforget your password Aureum cannot send reset instructions until you configure the emailsettings

                    1 Select EMAILER CONFIG from the SETUP WIZARD pane or from the Navigation menu select EMAILER

                    2 Type the email (SMTP) server to use when sending the emailThe email server must be accessible from Aureum

                    Install Aureum | 22

                    3 By default the system uses port 587 This is usually the right setting Only change the EMAILSERVER PORT if your organizations SMTP server requires it

                    4 Enter a valid user account and password that Aureum will use to send email from this server5 Optional SEND FROM is required only if your email server requires Transport Layer Security (TLS)

                    If this is the case type the SEND FROM email addressGenerally the recommended SEND FROM address is a working system administrator account

                    6 Click SAVE

                    Create a Client Registration UserThe Aureum client registration user and password allow client authentication at mount time

                    This allows you to create a custom account for authenticating client mounts

                    1 Click REGISTRATION2 Type a name for the user This will be the username that is authorized to type in the registration

                    password when an Aureum client is installed3 Type the client registration password This password is used to register the Aureum client for

                    authentication at mount time4 Click SAVE

                    Configure SecurityDefine define the level of security for client communication

                    1 Click SECURITY LEVEL2 Slide the controller to the level of security your data will use

                    3 Click ACCEPT

                    ConnectAn Aureum client mounts Aureum and allows access to folders and files Peaxy provides clientsoftware for Linux users and allows Windows users to access Aureum through a Windows share

                    The Linux-based client uses a FUSE component to remotely access Aureum services Almost all Linuxinstallations include FUSE so you should not need to do anything extra

                    The Aureum client has a small footprint A very limited set of memory and CPU cycles are needed toperform the client functions Also the Aureum client can be used concurrently with other clients forNFS and other network file systems

                    When you install the client the client drivers are added to the default system directories To accessthese directories use the mount command (more commonly known as mapping a drive in Windows)to mount the client to the directory

                    Install Aureum | 23

                    Mounting a client to an Aureum directory loads all the data structures necessary for the client tointeract with Aureum As the structures change Aureum updates them In order for a client to accessAureum all that is necessary is that the client know the IP address or URL to which the client willconnect and the client-Aureum registration password

                    Also available is the ability to join a Windows domain and create domain-authenticated users who canaccess different areas of Aureum

                    Linux Client-Aureum RegistrationThe minimum security level for Aureum is the authenticated mount To ensure that unauthorized usersdont gain access to data Peaxy provides an authenticated mount between Aureum Linux clients andAureum using certificates and registration

                    Note The process described in this section applies to Linux clients Windows domains userswith credentials from an Active Directory access Aureum through a Windows share

                    Security is always an important part of any system that provides data access especially when theaccess spans many users and locations Peaxy provides a registration process where the clientand server exchange certificates which are used to authenticate subsequent connections Theregistration provides a mutual authentication method between the client and Aureum allowing theclient access Only authenticated clients are allowed to mount Aureum Other clients cannot use thesame authentication as part of the certificate registration Aureum generates a client key pair that isunique to each client-Aureum connection

                    How It WorksThe AMS requires a dynamic registration at the initial mount time As part of the registration Aureumgenerates a key pair unique to each client This key pair is persistent so you do not need to re-register the client each time you mount Aureum

                    This initial registration is required the first time the client mounts Aureum and requires a specialregistration password that is unique to Aureum This password is entered by the Aureum administratorat the workstation on which the client is installed Subsequent client mounts use the client certificateissued during registration

                    Security LevelsAureum offers varying levels of security

                    The security level is visible on the Aureum card or list and is indicated in the SECURITY section by thenumber of total locks that are green Gray locks indicate how many additional security levels you canselect For example if there are four total locks and three are green your current security level is 3Message Integrity

                    bull Data Confidentiality all data in and out of Aureum is verified and encryptedbull Message Integrity message authentication codes verify message integritybull Kerberos Authentication use the Kerberos authentication protocol as the mechanism for

                    authentication between a client and a server or between one server and another serverbull Authenticated Mount use X509 certificates to mutually authenticate and validate all Aureum

                    clients and hyperservers in Aureum

                    Create an ExportCreate an export to allow Linux clients to mount and access Aureum

                    1 From the Navigation menu select SECURITY gt EXPORTS2 Type the export name3 In the EXPORT CONTENT IN field choose the data class to export

                    The IN DIRECTORY field automatically populates with the path specified by the chosen data classYou can extend this path but you cannot shorten it For example if the data class specifies the

                    Install Aureum | 24

                    engineeringsoftware directory you can extend this path to be engineeringsoftwareqa However youcannot shorten the path to be engineering

                    Note The system root data class specifies the root () directory You can extend this path inany way you choose The path must start with a slash and wildcards are not allowed

                    4 Optional Include a description to provide more information about the export5 Click CREATE6 To edit or delete an export click the corresponding entry in the list

                    bull To edit the export make the changes needed in the edit panel and click SAVE CHANGESbull To delete an export click the corresponding trash can icon ( ) and confirm the deletion

                    Install a Linux-based Aureum ClientYou install the Aureum client on physical hardware or on a workstation in the cloud Use the client tomount and access Aureum directories

                    Before installing the client make sure that your system meets the minimum requirements describedin the Requirements section of this document

                    Note Aureum uses FUSE in Direct IO mode for better performance The version of FUSErunning on older versions of CentOS Red Hat Enterprise Linux doesnt support mmap whenFUSE is being used this way This might cause some mmap functions such as ACCESS_WRITEMAP_SHARED and PROT_WRITE to fail You can use the mount flag --disable-direct-io-mode to disable Direct IO mode

                    If you choose to use Direct IO mmap will be disabled on CentOS56 and 57 since those versionsdont support mmap with direct IO Enabling this option will result in a significant performancedegradation on clients using this option Peaxy strongly recommends that you upgrade to a newerversion of Linux

                    Ensure FUSE and its dependencies have been installed on each client If it has not been installedinstall FUSE according to the instructions for the package you chose On CentOS for example installthis by typing

                    sudo yum -y install fusex86_64 fuse-develx86_64 fuse-libsx86_64

                    The version numbers for your installation may differ

                    If you have installed a version of the fuseko module that is not the Peaxy-specific version runadditional commands at the end of the installation process This prevents kernel-oops messages fromconsuming all of the space in the varspool directory These messages indicate a benign conditiondue to a Linux FUSE problem

                    Run the following commands

                    chkconfig --levels 2345 abrt-oops off service abrt-oops stop

                    Note The client installation sets the following values automatically

                    Parameter Value set to

                    netipv4tcp_tw_recycle 1

                    netipv4tcp_fin_timeout 2

                    netcorewmem_max 2097152

                    netcorermem_max 2097152

                    netcorewmem_default 2097152

                    netcorermem_default 2097152

                    Install Aureum | 25

                    1 Download the Aureum client file from the support section of the Peaxy website at wwwpeaxynetsupport (login is required)The file is downloaded as a targz package and contains an installer It has a name similar tohfclient-fuse-400ltbuildnumbergttargz

                    2 Unpack the distribution file by typing the following

                    tar -zxvf hfclient-fuse-400ltbuildnumbergttargz

                    You will see something like the following

                    hfclient-fuse-400hfclient-fuse-400setupshhfclient-fuse-400scriptshfclient-fuse-400scriptsupdatedbshhfclient-fuse-400scriptsc_rehashshhfclient-fuse-400scriptssysctlshhfclient-fuse-400scriptsunregshhfclient-fuse-400scriptsconfshhfclient-fuse-400binhfclient-fuse-400binfusehfCentOS-5xhfclient-fuse-400binfusehfhfclient-fuse-400confhfclient-fuse-400confhfconftgz

                    3 While logged in as root run setupsh installThe driver files are installed in the default system directories You will see something similar to thefollowing

                    sudo setupsh install

                    Installer for Peaxy Aureum Client version 40

                    Checking package contentsInstalling hf client binariesremoved `optpeaxy-40sbinfusehf`binfusehf -gt `optpeaxy-40sbinfusehfInstallation complete

                    Mount Aureum

                    Mount Aureum (Linux)After the client is installed use the mount command to mount Aureum

                    At a command prompt type

                    sudo mkdir -p ltmnt_pointgtsudo mount -t fusehf hfltmgmt_ipgt ltmnt_pointgt -o user=ltclient registration usernamegt

                    where ltmgmt_ipgt is the Aureum IP address for example 172161061 and ltmnt_pointgt is thedirectory that will serve as your local mount point for example mntpeaxy

                    If you omit -o user=ltclient_user_namegt you would be prompted for the password associatedwith the local admin account to complete the client registration Best practice is to always create aclient registration account and use that password

                    The first time you mount the client to Aureum you will be prompted for a registration passwordto allow client-Aureum authentication Type the client registration password Otherwise youradministrator must do this for you

                    Peaxy strongly recommends that you change the password often especially after typing the passwordfor a client registration

                    If you or your IT administrator have associated a DNS entry with the Aureum IP address you mightwant to use the DNS name as the name for your mount point

                    Install Aureum | 26

                    To configure the Aureum client to automatically mount on startup locate the etcfstab file andadd the line

                    hfltmgmt_ipgt ltmnt_pointgt fusehf defaults 0 0

                    where ltmgmt_ipgt is the Aureum IP address for example 172161061 and ltmnt_pointgt is the localmount point for example mntpeaxy

                    Note If you are running CentOS 7 change this line to add the _netdev flag as below

                    hfltmgmt_ipgt ltmnt_pointgt fusehf defaults_netdev 0 0

                    You can now use the Aureum client to access Aureum

                    Unregister a Linux Client from AureumYou can securely unregister an installed FUSE client from the Aureum system that it mounts

                    Removing the registration renders the client unable to access Aureum If you use the all option youwill need to perform a new registration setup before you can mount Aureum again

                    Unregistering a client is done by running the unregsh script Use the following procedure tounregister the client

                    1 On the workstation running the client open a command prompt2 Move to optpeaxybin the location of the script3 Run the script

                    bull Type sudo unregsh ltAureumgt to unregister the client from a specific Aureum systemReplace ltAureumgt with the Aureum system to unregister

                    bull Type sudo unregsh all to unregister the client from all Aureum systems on which theclient is registered

                    Note Peaxy strongly recommends using the all option before you decommission aclient workstation

                    Windows ConfigurationDomain users with credentials from an Active Directory can access Aureum through a share

                    After Aureum joins a domain it sets up network shares for chosen directories (including all containedsubdirectories) To domain users these shares look the same as any other folder that is accessible viathe network

                    Unlike an Aureum client which mounts to the root of the volume a share allows a user to exportsubdirectories for more granular access

                    Where to Find ItFrom the Navigation menu select SECURITY gt DOMAINS and SECURITY gt SHARES

                    Join a DomainBefore you can create a share you must join a Windows domain

                    You can pre-create a machine account in an Active Directory under a specified OU If you choose notto do so Aureum will try to add a computer account to the default location of ldquoComputersrdquo

                    Important If Aureum is already joined to a domain joining another domain will replace thejoin not add to it Aureum will only be joined to the most recently joined domain

                    1 From the Navigation menu select SECURITY gt DOMAINS2 Type the complete Windows domain to join for example engexamplecom3 Type the username with access to the domain The user must have the necessary permissions to

                    join Aureum to the domain4 Type the password associated with the username or access to modify an object in the OU if the

                    machine account was pre-created

                    Install Aureum | 27

                    5 In the NETBIOS NAME field set the Aureum computer account name you wish to be created in theActive Directory If Aureum is using a pre-created machine account in a specific OU then the nameyou specify here must match that name exactly

                    6 Click JOIN

                    After the domain has been joined the JOIN button changes to LEAVE To leave the domain clickLEAVE

                    Create a ShareCreate a share to allow Windows users to connect to Aureum

                    Before you can create a share you must join the appropriate domain

                    1 From the Navigation menu select SECURITY gt SHARES2 Type the name of the share3 In the SHARE CONTENT IN field choose the appropriate data class

                    The IN DIRECTORY field automatically populates with the path specified by the chosen data classYou can extend this path but you cannot shorten it For example if the data class specifies the engineeringsoftware directory you can extend this path to be engineeringsoftwareqa However youcannot shorten the path to be engineering

                    Note The system root data class specifies the root () directory You can extend this path inany way you choose The path must start with a slash and wildcards are not allowed

                    4 Optional Include a description to provide more information about the share5 Click CREATE

                    6 To edit or delete a share click the share to be modified

                    bull To edit the share make the changes needed in the edit panel and click SAVE CHANGESbull To delete the share click the trash can icon ( ) and confirm the deletion

                    Mount an Aureum Windows ShareDomain-authenticated users can mount and access Aureum directories using a share

                    After Aureum has been joined to a domain and the share has been created you can easily mount tothe share

                    The exact mount process is based on your workstation OS

                    Install Aureum | 28

                    If you do not already know it you can determine the mount point from Aureum by navigating to theJOIN DOMAIN page and using one of the listed public IP addresses as the mount point Include theshare name when mounting

                    Peaxy recommends that you take the list of public IP addresses and enter them into your DNS serverlisted under the Aureum NetBIOS name within the appropriate domain In cases where multipleaddresses are used the DNS server automatically round-robins the returned address This ensure thatclient connection load is distributed across the available nodes

                    As a Windows example to mount a drive letter to Aureum Type

                    net use ltdrive_lettergt ltpublic addressgtltshare namegt

                    where ltdrive_lettergt is the drive letter to assign to Aureum ltpublic_addressgt is the IP address usedto join the domain and ltshare_namegt is the share

                    You then log into the share using your domain-authenticated username and password For exampleMYDOMAINmyname

                    After mapping the drive access Aureum through Windows Explorer just like you would any otherdrive

                    If the share does not appear in the Windows Explorer after a change such as a system reboot occursrefresh the view using the Refresh icon ( ) The share should display correctly

                    You do not have to assign a share to a drive letter however In Windows Explorer type the public IPaddress and share name into the address bar Provide your username and password

                    POSIX ComplianceAureum provides a POSIX-compliant interface

                    Most of the Aureum interfaces are POSIX compliant and adhere to the IEEE standard The following isa list of exceptions to compliance

                    bull The directory nlink count is not incremented when a subdirectory is addedbull inode retention differs from the POSIX specification because there is no way to retain the original

                    inode number when a rename entails a move to a different device You can display the datahyperserver extent ID instead of the namespace hyperserver Node ID to the caller in the statfamily of calls This does not change when a file or directory is renamed It does change if the file ismigrated from one data hyperserver to another

                    bull If two mount points are held to the same Aureum and a file is closed on one Aureum does notremove a fcntl lock for the same file on another This is a variance on the way that NFS worksThe internal locking structures take into account the client ID which varies depending on the clientmount If there are two different mounts to a server Aureum treats them as separate machineswhich NFS does not

                    bull The file locking call flock() is emulated using POSIX byte range locks (fcntl() ) The POSIXcompliance specification does not cover flock() This implementation mirrors the behavior ofNFS The Aureum behavior is slightly different and varies from the POSIX specification as follows

                    1 As in NFS you must have write permissions to get a write lock2 As in NFS you cannot place both flock() and fcntl() locks on the same file as these locks

                    will conflict3 An flock() will not inherit across forks4 The flock() will be durable against other file closes but fcntl() locks will not behave within

                    the POSIX specification5 As well as being removed by an explicit f_unlock record locks are automatically released

                    when the process terminates or if it closes any file descriptor referring to a file on which locksare held This means that a process can lose the locks on a file like etcpasswd or etcmtab if a library function opens reads and closes it

                    Information and ResourcesThe latest news and information can always be found on the Peaxy website

                    Peaxy provides documents that are designed for different audiences These documents furnish acomprehensive explanation of Aureum and how to use it Additionally information is available fromtooltips Each field has a tooltip that adds explanations and any limitations for the item

                    The most current and accurate information available was included at the time this document wasprepared However changes may occur after the document is released Always read the ReleaseNotes for the most current information

                    Aureum Installation GuideA step-by-step guide to installing and configuring Aureum into your network

                    Aureum Administrator GuideA guide to understanding the Aureum architecture Provides details for planning configuring andmonitoring your implementation

                    Quickstart SeriesA series of two-page guides providing an abbreviated set of instructions for Aureum tasks Theycan be taken in order or used as reminders for individual tasks

                    Tech NotesSome technical issues are outside the scope of the regular documentation These are presented asTechnical Notes

                    Contact Peaxy9 am to 5 pm Pacific Standard Time

                    Main +1 (408) 441-6500

                    Support +1 (408) 763-3700

                    By phone

                    Support toll free US only +1 (844) 277-3299

                    General information infopeaxynet

                    Sales salespeaxynet

                    Support supportpeaxynet

                    By email

                    Documentation feedback feedbackpeaxynet

                    Online wwwpeaxynetsupport (login required)

                    Peaxy Inc

                    2380 Bering Dr

                    By mail

                    San Jose CA 95131 USA

                    LegalPeaxyreg and Aureumtrade are registered trademarks of Peaxy Inc

                    All other trademarks belong to their respective companies

                    CopyrightsThis document is copyright copy 2016 Peaxy Inc

                    Aureum software includes portions of the following

                    bull Amazon Web Services (AWS) Java SDK httpsawsamazoncomsdk-for-java and httpawsamazoncomapache-2-0

                    bull Apache License Version 20 January 2004bull BEOPEN PYTHON OPEN SOURCE LICENSE AGREEMENT VERSION 1bull BSD 3bull crc32 routine COPYRIGHT copy 1986 Gary S Brownbull Element Tree used under the Python licensebull Erlang Public License (EPL) a derivative work of the Mozilla Public License Now provided under

                    the Apache 20 licensebull GoogleAuth httpsgithubcomwstrangeGoogleAuthbull GNU Lesser General Public License Version 3 Copyright copy 2007 Free Software Foundation Inc

                    and GNU Lesser General Public License Version 21 Copyright copy 1999 Free Software FoundationInc

                    bull Samba is Free Software licensed under the GNU General Public License httpswwwsambaorgsambadocsGPLhtml the Samba project is a member of the Software Freedom Conservancy

                    bull JSON-C Copyright (c) 2009-2012 Eric Haszlakiewicz and Copyright (c) 2004-2005 MetaparadigmPte Ltd

                    bull Kerberos Copyright copy 1985-2009 now under the MIT 2 licensebull libcurl Copyright (c) 1996 - 2015 Daniel Stenbergdanielhaxxsebull lshow used under the GPL licensebull MIT (X11) Copyright copy 2007-2015bull RIAK Creative Commons (httpcreativecommonsorg licensesby30)bull Goldrush Copyright copy 2012 Magnus Klaarbull Meld Under ZPL licensebull NSIS (Nullsoft Scriptable Install System) copy 1999-2013bull OpenSSL License Copyright (c) 1998-2016 The OpenSSL Project and Original SSLeay License

                    Copyright (c) 1995-1998 Eric Youngbull Protobuf Copyright 2008 Google Inc now under the BSD 3 licensebull Setup Tools (setuptools-06c11) Under ZPL licensebull Sodium crypto library (libsodium) ISC license Copyright (c) 2013-2015 Frank Denisbull Solr the Apache Lucene project Copyright copy 2010 The Apache Software Foundationbull TCL Copyright copy Regents of the University of California Sun Microsystems Inc Scriptics

                    Corporation and other partiesbull The Apache Lucene project Copyright copy 2010 The Apache Software Foundationbull The Apache Tika project Copyright copy The Apache Software Foundationbull VirtualBox Copyright copy 2007 Oracle Corp as part of the GNU GPL V2 Licensebull YAWS Copyright copy 2006 Claes Wikstrom now under the BSD licensebull Apache zookeeper Under the Apache 2 license

                    Index | 35

                    Index

                    bdl license file 18

                    img 12

                    MD5 12

                    zip 12

                    A

                    access directories 24Active Directory 26add

                    resources 19servers 19

                    Admin 17administrator 17AMS 12 14 15 16Aureum IP address 11Aureum Manager 6 12 14Aureum name 18Aureum overview 5average file size 18

                    B

                    beacon turning on or off 19BIOS 15bonding network interface 19bootable USB 12 14browser 15button color 17

                    C

                    capacity 10 19CentOS 10checksum 12client registration 22clients 22configuration 11configure email 21connect 22contact 31create

                    export 23share 27

                    create Aureum 15create storage class 20

                    D

                    dedicated capacity 20dedicated nodes 5default storage class 20directory access 24discover resources 12 14 19discovery state Aureum nodes 12 14disk space required 10DNS server 11DNS servers 18documentation 31domain-authenticated user

                    domain 27

                    domain-authentication 22domain suffix 11download images 14

                    E

                    editsecurity level 22

                    emailer settings 21Ethernet

                    interface 10switch 10

                    exportCIFS 23create an export 23

                    F

                    files needed 12 14firewall 12flexible capacity 20flock 29FUSE 10

                    G

                    gateway 11 18

                    H

                    hardware requirements 10how to reach Peaxy 31

                    I

                    image copier 12 14import a license 18initial configuration 18inode retention 29install

                    client 24Linux client 24

                    introduction 5iptables 16

                    J

                    javarequired version 12 14

                    javaw 14

                    K

                    Kerberos 22 22 23

                    L

                    legal 33levels of security 23license files 18licenses 18

                    Index | 36

                    Linux client install 24localhost 15location 18

                    M

                    maintenance agreement 18management IP 15mapping 22mount Aureum 24 27mounting 22 22

                    N

                    namespace 18Navigation menu

                    configuration 11security 22

                    netBIOS 22NIC 19NTP server 11 18

                    O

                    outgoing email 21overview

                    architecture 6Aureum building blocks 6components 6

                    P

                    password 17password limitations 17ports 12POSIX compliance 29primary domain 18primary domain suffix 11

                    R

                    RAM requirements 10realms 22reboot 12 14recommended configuration 10Red Hat Enterprise Linux 10replication factor 11 18 20resources

                    needed 10run setup 16

                    S

                    samsp 12 14 16security 22 23security levels

                    security 22 23select the license 18SElinux 16sestatus 16set performance levels 20settings 11setup 16share

                    CIFS 27

                    create a share 27Share 26SMTP 17 21software files 14space needed 10storage class creating default 20subnet mask 11Support hours 31

                    T

                    tar ball 24time server 18time zone 11 18

                    U

                    USB 15USB stick 10 12 14user account 17

                    V

                    virtualization 6 15

                    W

                    what youll need 11Windows

                    domain 26join a domain 26share 27

                    Windows client 10

                    Y

                    yum 24

                    • Contents
                    • Introduction
                      • How Aureum Works
                        • Install Aureum
                          • Resource Requirements
                          • Aureum Configuration Settings
                          • Port Requirements and Firewall Settings
                          • Prepare Aureum Installation Resources (Linux)
                          • Prepare Aureum Installation Resources (Windows)
                          • Install the Software
                          • Continue the Installation
                          • Create an Admin Account
                          • Import an Aureum License
                          • Provide Aureum Information
                          • Add Resources
                          • Create a Default Storage Class
                          • Define Outgoing Mail Settings
                          • Create a Client Registration User
                          • Configure Security
                          • Connect
                            • Linux Client-Aureum Registration
                            • Security Levels
                            • Create an Export
                            • Install a Linux-based Aureum Client
                              • Mount Aureum (Linux)
                              • Unregister a Linux Client from Aureum
                                • Windows Configuration
                                  • Join a Domain
                                  • Create a Share
                                  • Mount an Aureum Windows Share
                                    • POSIX Compliance
                                    • Information and Resources
                                    • Index

                      Install Aureum | 14

                      Depending on the speed on the USB sticks it can take several minutes to complete theverification

                      8 Enable hypervisor protection if requiredEnable hypervisor protection if the underlying storage consists of non-redundant JBOD (acollection of hard disks that have not been configured to act as a RAID) This creates a softwareRAID 5 configuration for the container store used by AureumYou can disable hypervisor protection if you have a hardware RAID under the disk volumes Thisallows Aureum to use a higher-performing RAID 0 configuration instead

                      9 Click START10After the copy is complete click EXIT and remove the USB sticks from the workstation or USB hub

                      The USB stick now contains a bootable image of the Aureum installation software

                      Prepare Aureum Installation Resources (Windows)The software is installed on each server resource that will become part of Aureum Aureum ishardware agnostic but there must be adequate resources to complete the installation Each serveruses a USB stick to install the software

                      You must have administrator permissions to install the Aureum software

                      Your workstation must be running the Java Runtime Environment (JRE) 17 or higher installed in orderto run the image copier

                      Make sure that you have the required basic resources described in Resource Requirements Downloadthe software files from wwwpeaxynetsupport A login is required

                      1 Download the software installation files

                      bull Release-ltreleasenumbergtimg is the image to be copied to a USB stick that will initializethe hardware

                      bull Release-ltreleasenumbergtmd5 is the checksum file that validates the validity of the imagebull samsp-ltreleasenumbergtzip is a compressed file that contains the utilities to move the

                      image to the USB stick and for the initial configuration of Aureumbull The Aureum client file

                      bull hfclient-fuse-ltreleasenumbergttargz - the Aureum Linux client installation file2 On your Windows workstation move to the location of the zip file and unzip the file using any

                      uncompression program3 Move to the location of the uncompressed file and double-click the executable to start the

                      installation4 With administrator privileges launch the image copier Double-click img-copierbat

                      Install Aureum | 15

                      If the image copier does not launch properly you might need to add javaw to your path Refer toyour Windows Operating System help for instructions

                      5 Browse to the software image you downloaded (the img file) and select this file then click Run6 Type a label for the USB sticks

                      The label is used to identify the system during the initial installation and becomes the name of theserver on which it is installed If you use the same label on different USB sticks the software willadd a numeric suffix when creating the host name for example HOST-01 HOST-02 and so onLabels cannot exceed 16 charactersYou can provide a different label for each USB stick but to do so you must copy the image file toeach stick individually

                      7 Insert the USB sticks into a port on your workstation or a hub connected to your workstation andthen click REFRESH to make them visible to the image copier tool Select the sticks you want fromthose displayed in the destination drives list The USB stick must be at least 2 GB

                      8 Leave Verify copy operation enabled Peaxy strongly recommends that you do not skip this stepDepending on the speed on the USB sticks it can take several minutes to complete theverification

                      9 Enable hypervisor protection if requiredEnable hypervisor protection if the underlying storage consists of non-redundant JBOD (acollection of hard disks that have not been configured to act as a RAID) This creates a softwareRAID 5 configuration for the container store used by AureumYou can disable hypervisor protection if you have a hardware RAID under the disk volumes Thisallows Aureum to use a higher-performing RAID 0 configuration instead

                      10Click START11After the copy is complete click EXIT and remove the USB sticks from the workstation or USB hub

                      The USB stick now contains a bootable image of the installation software

                      Install the SoftwareThe installation software on the USB stick installs the Peaxy software and lets you create Aureum

                      1 Insert one prepared USB stick into each server Servers must have a console attached or beaccessible via an IPMI management tool

                      Install Aureum | 16

                      2 Apply power to the servers either individually or with a few seconds in between to complete the

                      next steps

                      Note If you have already configured your server to boot from USB skip steps 3 4 and 5

                      3 Enter the server BIOS and instruct the server to boot from the USB stickThe method used to enter the BIOS depends on the server

                      4 Ensure that the virtualization setting is enabled in the BIOS5 Save the BIOS changes and reboot the server from the USB stick

                      After the server has booted from the USB stick and launched the installation software you will seea message at the bottom of the screen telling you that the server is being prepared for installationThis boot process has placed the servers in a discoverable state this plays a role in the nextphase of the installation process

                      Continue the InstallationAfter the servers have been prepared and the software has been installed begin the configuration

                      1 On your workstation disable the firewall

                      On Red Hat Enterprise LinuxCentOS 7 systems use the following commands

                      systemctl stop firewalld

                      systemctl disable firewalld

                      On other Linux-based operating systems use the following commands

                      service iptables stop

                      service ip6tables stop

                      chkconfig ip6tables off only include this command if you want to permanently turn thefirewall off

                      chkconfig iptables off only include this command if you want to permanently turn thefirewall off

                      2 On your workstation disable SElinuxYou can check the status of SElinux with sestatus The result should appear as SELinuxstatus disabledIf you do not see disabled

                      1 Edit etcselinuxconfig and set the SELINUX variable to disabled2 Reboot your client workstation

                      3 On the workstation launch the Aureum installation management tool Type

                      sudo tmpsamsp-400ltversiongtsamspsh

                      Install Aureum | 17

                      You should see something similar to the following

                      Launching Management Server Platform version 400rootOpen your browser and enter the URL httpslocalhost to continueDo not terminate samsp it is required to complete cluster configurationYou can view tmpsamsp-40010872logmsplog for detailed progress activity

                      Important Do not terminate samsp because it is needed to complete clusterconfiguration

                      4 Open a browser and type

                      httpslocalhost If you are running the browser on the same workstation running the stand alone MSP orhttpsltip addressgt IP address of the workstation running the standalone MSP

                      This launches the Peaxy Management Tool If prompted accept the self-signed Peaxy certificate

                      After the initial setup is complete the IP address changes in the browser address bar This isexpected and correct behavior Now the installation portion of the AMS exits and the integratedAureum manager becomes active

                      In the next step the Aureum manager guides you through the initial configuration process

                      Create an Admin AccountThe first step in configuring a new Aureum system is to supply the details for the Admin account Afterthe installation process is complete and Aureum is up and running the Admin account is used to loginto the Aureum web UI (PMT) to perform additional administration tasks such as creating other useraccounts and a client registration password

                      Important The Admin account has access to critical areas of Aureum Ensure that the Adminaccount is secure

                      1 Type an email address for the accountThe AMS verifies that the email address is formatted correctly but does not check the validity ofthe email address itself This is the email address to which emails are sent

                      Note When setting the outgoing mailer settings the use of a customized email addressis highly dependent on the mail server While it might be possible to use a custom emailSEND FROM address many mail servers (such as Gmail) do not allow sending email usinganything other than the registered user account name

                      2 Type a user name for the accountThe user name must be between 3 and 32 characters and can contain letters numbers dots ()and at signs ()

                      3 Type a password to be associated with the user name in the previous stepPasswords are case sensitive and should be secure Best practice shows that you should changepasswords regularly

                      4 Confirm the password by retyping the password exactly as you entered it aboveWhen all of the fields are complete and have the correct format the SUBMIT button turns fromgray to blue

                      5 Click SUBMIT

                      The user account information is now created and stored

                      Important Set up the outgoing emailer settings as soon as possible after completinginstallation of Aureum If you forget or lose your password Aureum cannot send you a newone until the outgoing email is configured

                      Install Aureum | 18

                      The next step is to import the Aureum license

                      Import an Aureum LicenseImporting the license for an Aureum instance activates the Peaxy software License types are assignedto the Admin account that you created at the beginning of the installation

                      Before you create an Aureum system make sure that you have received your license from Peaxy andthat the license details are correct

                      Each time you create an Aureum instance you must import a license

                      1 Select the license to import or drag it onto the files areaThe license is a bdl file that contains all of the files needed to install the license

                      2 Click IMPORT3 The system installs the license and continues to the next step

                      Provide Aureum InformationDefining a few basic configuration items is the first step in setting up Aureum

                      During the first steps of the initial configuration you provide the basic information needed to createAureum its components and the namespace details

                      1 Enter the Network settingsa) Enter the gateway addressb) Enter the subnet maskc) Enter the primary DNS domain suffix and up to three DNS server addresses

                      DNS servers must be entered as IP addresses Each DNS server is on a separate line2 Enter the General settings

                      a) Enter a name for this Aureum instanceNames can be up to 14 characters and can contain letters numbers dashes and underscores

                      b) Optional Enter a location for the Aureum system for example ldquodatacenterrdquo or ldquoPhoenixofficerdquo

                      c) Enter the Aureum IP addressd) Optional Enter up to three NTP servers

                      Including an NTP server ensures that the time stamp for Aureum is always correcte) Select the time zone to use from the drop-down menu

                      This ensures that all nodes in Aureum use the same time zone3 Define the Namespace settings

                      Install Aureum | 19

                      a) Select the average file size that you expect Aureum to containYour expected average file size selection is used by Aureum to determine the most efficientdistribution of hyperservers Aureum uses the selection you make here to determine theestimated ratio of namespace hyperservers to data hyperservers

                      b) Set the default namespace replication factor from 2 to 4The namespace replication factor is the number of replicas that Aureum creates for thenamespace

                      4 Click CONTINUE

                      Add resources to Aureum You can also click CANCEL to cancel the installation

                      Add ResourcesResources refer to the physical servers that will make up Aureum These can be any commodity serversuch as a 1U or 2U server with any number and size of disks These resources are used to build thenamespace and data hyperservers that form the heart of a running Aureum system

                      Note After a resource has been added Aureum claims the complete resource Unusedportions of a resource are designated as spares and are used in case of a failure or expansion

                      1 The system locates all physical servers that have been booted using USB sticks and are currently indiscovery stateYou will see a list of the servers available for inclusion Use the filter to narrow your search by servername

                      2 Select the servers to add to Aureum

                      Servers scheduled for selection have a check mark to the left Select the box beside SERVER NAMEto select all servers in the list

                      3 Enter the required number of IP addresses or an IP range The number of IP addresses neededappears above the IP ADDRESSES entry box

                      The system determines the number of IP addresses needed to ensure that all Aureum componentscan communicate receiving requests and returning responses Addresses can be individual IPaddresses (xxxxxxxxxxxx) an IP address range (xxxxxxxxx - xxx) or an IP address with a wildcard(xxxxxxxxx) Separate the IP addresses with a space comma or newline

                      Install Aureum | 20

                      Aureum only supports IPv4 (the dotted quad format) For example

                      192168100419216810015-2019216873

                      4 Define the roles of the serversClick the ROLES column entry for a server and configure the servers to support either data accessor search (SolrCloud) While it is possible to configure a server to support both data access andsearch this setting is not recommended for a production deployment

                      Note Aureum 40 supports SolrCloud clusters with one or three nodes Aureum 40 doesnot support SolrCloud clusters with either two nodes or more than three nodes

                      5 Define the bonding for the network port cardsYou should see the same speed for all of the network interfaces (NICs) on this server Use the list ofall NICs that are bonded with the interfaces on this server to form your decision Inactive NICs arenoted as sucha) Click the ETHERNET column entry for the server whose bonding to configure

                      If the column text is red some interfaces are not bonded to the server If the text is blue allavailable interfaces are bonded

                      b) Place a check mark next to all of the interfaces to bond to this server Remove the check markfor those interfaces you do not want included in the bond

                      6 Optional Toggle the server beacon on or offBeacon signals guide you to the server in question This is often used when troubleshooting tolocate a specific server in a large group of servers

                      7 Click CONTINUEWait for the installation wizard to verify that the IP addresses you entered are valid and can beused The system assigns the IP addresses and sets the state to Pending

                      8 Click START INSTALLATIONThe button changes from START INSTALLATION to INSTALLATION IN PROGRESS The systemassigns the resources to Aureum and determines the necessary number of dedicated nodesneeded for the configuration The progress is displayed but you can also use the Log link to followindividual progress If some of the servers are not yet ready wait a few moments and retry

                      The installation process will take some time typically 10 to 20 minutes When complete the IPaddress in the browser will switch from the local IP of your workstation to the Aureum IP addressthat was entered earlier This signals the transition from the AMS you launched earlier (samsp) to theintegrated PMT that is now running on Aureum

                      The next step is to create a default storage class

                      Create a Default Storage ClassA storage class groups and manages data hyperservers with similar replication factors capabilitiesand performance configuration

                      You must configure at least one storage class to use as the default during the initial Aureumconfiguration You can create more storage classes at any time as long as you have the resourcesnecessary

                      1 You are presented with the create Initial Storage Class option2 Enter the required information to create the storage class

                      a) Type a name for the storage classClass names can be up to 14 text characters

                      b) Define the performance levelPerformance levels based on throughput and seek time Select the paired setting that is best foryour expected usage For the widest option select ldquoAnyrdquo

                      c) Set the replication factor

                      Install Aureum | 21

                      Remember all hyperservers assigned to this storage class will use these settings

                      Note You must include at least the same number of resources to create the specifiedreplication factor For example you cannot have a replication factor of three in anAureum system with only two servers

                      Because each replication requires some amount of storage the replication factor selectedaffects the amount of total storage available

                      Tip The Aureum data space is partitioned through all the data-capable hyperserversEach hyperserver can be configured to offer a specified replication factor This lets youstore vital data with high redundancy while more transient data can skip replication inorder to optimize storage and performance costs

                      d) Optional Enable flexible space allocationEnabling flexible storage space allows the members of the storage class to consume thecapacity needed When more storage space is needed more is allocated automaticallyregardless of the initial allocation Peaxy recommends this option for general use Some casesmight have different needs

                      e) Optional To make this the default storage class select YESAll data that does not meet the conditions in a specific data policy will be stored on the defaultstorage class (See data policies in the Aureum Administrator Guide)

                      3 Click CREATE STORAGE CLASS4 To complete the initial installation and configuration click FINALIZE AUREUM then click YES to

                      confirm the configuration is correct

                      Important After you click FINALIZE you must wait for the health indicator on the Aureumcard or list turn green before using Aureum

                      The Aureum installation is complete and the PMT shows the main Aureum window To configureadditional Aureum storage classes and data policies and to understand how to monitor Aureum seethe Aureum Administrator Guide

                      Define Outgoing Mail SettingsIn order for Aureum to send email notifications and provide lost password recovery you must tellAureum how to send email alerts

                      Important Configure outgoing email settings as soon as reasonably possible If you lose orforget your password Aureum cannot send reset instructions until you configure the emailsettings

                      1 Select EMAILER CONFIG from the SETUP WIZARD pane or from the Navigation menu select EMAILER

                      2 Type the email (SMTP) server to use when sending the emailThe email server must be accessible from Aureum

                      Install Aureum | 22

                      3 By default the system uses port 587 This is usually the right setting Only change the EMAILSERVER PORT if your organizations SMTP server requires it

                      4 Enter a valid user account and password that Aureum will use to send email from this server5 Optional SEND FROM is required only if your email server requires Transport Layer Security (TLS)

                      If this is the case type the SEND FROM email addressGenerally the recommended SEND FROM address is a working system administrator account

                      6 Click SAVE

                      Create a Client Registration UserThe Aureum client registration user and password allow client authentication at mount time

                      This allows you to create a custom account for authenticating client mounts

                      1 Click REGISTRATION2 Type a name for the user This will be the username that is authorized to type in the registration

                      password when an Aureum client is installed3 Type the client registration password This password is used to register the Aureum client for

                      authentication at mount time4 Click SAVE

                      Configure SecurityDefine define the level of security for client communication

                      1 Click SECURITY LEVEL2 Slide the controller to the level of security your data will use

                      3 Click ACCEPT

                      ConnectAn Aureum client mounts Aureum and allows access to folders and files Peaxy provides clientsoftware for Linux users and allows Windows users to access Aureum through a Windows share

                      The Linux-based client uses a FUSE component to remotely access Aureum services Almost all Linuxinstallations include FUSE so you should not need to do anything extra

                      The Aureum client has a small footprint A very limited set of memory and CPU cycles are needed toperform the client functions Also the Aureum client can be used concurrently with other clients forNFS and other network file systems

                      When you install the client the client drivers are added to the default system directories To accessthese directories use the mount command (more commonly known as mapping a drive in Windows)to mount the client to the directory

                      Install Aureum | 23

                      Mounting a client to an Aureum directory loads all the data structures necessary for the client tointeract with Aureum As the structures change Aureum updates them In order for a client to accessAureum all that is necessary is that the client know the IP address or URL to which the client willconnect and the client-Aureum registration password

                      Also available is the ability to join a Windows domain and create domain-authenticated users who canaccess different areas of Aureum

                      Linux Client-Aureum RegistrationThe minimum security level for Aureum is the authenticated mount To ensure that unauthorized usersdont gain access to data Peaxy provides an authenticated mount between Aureum Linux clients andAureum using certificates and registration

                      Note The process described in this section applies to Linux clients Windows domains userswith credentials from an Active Directory access Aureum through a Windows share

                      Security is always an important part of any system that provides data access especially when theaccess spans many users and locations Peaxy provides a registration process where the clientand server exchange certificates which are used to authenticate subsequent connections Theregistration provides a mutual authentication method between the client and Aureum allowing theclient access Only authenticated clients are allowed to mount Aureum Other clients cannot use thesame authentication as part of the certificate registration Aureum generates a client key pair that isunique to each client-Aureum connection

                      How It WorksThe AMS requires a dynamic registration at the initial mount time As part of the registration Aureumgenerates a key pair unique to each client This key pair is persistent so you do not need to re-register the client each time you mount Aureum

                      This initial registration is required the first time the client mounts Aureum and requires a specialregistration password that is unique to Aureum This password is entered by the Aureum administratorat the workstation on which the client is installed Subsequent client mounts use the client certificateissued during registration

                      Security LevelsAureum offers varying levels of security

                      The security level is visible on the Aureum card or list and is indicated in the SECURITY section by thenumber of total locks that are green Gray locks indicate how many additional security levels you canselect For example if there are four total locks and three are green your current security level is 3Message Integrity

                      bull Data Confidentiality all data in and out of Aureum is verified and encryptedbull Message Integrity message authentication codes verify message integritybull Kerberos Authentication use the Kerberos authentication protocol as the mechanism for

                      authentication between a client and a server or between one server and another serverbull Authenticated Mount use X509 certificates to mutually authenticate and validate all Aureum

                      clients and hyperservers in Aureum

                      Create an ExportCreate an export to allow Linux clients to mount and access Aureum

                      1 From the Navigation menu select SECURITY gt EXPORTS2 Type the export name3 In the EXPORT CONTENT IN field choose the data class to export

                      The IN DIRECTORY field automatically populates with the path specified by the chosen data classYou can extend this path but you cannot shorten it For example if the data class specifies the

                      Install Aureum | 24

                      engineeringsoftware directory you can extend this path to be engineeringsoftwareqa However youcannot shorten the path to be engineering

                      Note The system root data class specifies the root () directory You can extend this path inany way you choose The path must start with a slash and wildcards are not allowed

                      4 Optional Include a description to provide more information about the export5 Click CREATE6 To edit or delete an export click the corresponding entry in the list

                      bull To edit the export make the changes needed in the edit panel and click SAVE CHANGESbull To delete an export click the corresponding trash can icon ( ) and confirm the deletion

                      Install a Linux-based Aureum ClientYou install the Aureum client on physical hardware or on a workstation in the cloud Use the client tomount and access Aureum directories

                      Before installing the client make sure that your system meets the minimum requirements describedin the Requirements section of this document

                      Note Aureum uses FUSE in Direct IO mode for better performance The version of FUSErunning on older versions of CentOS Red Hat Enterprise Linux doesnt support mmap whenFUSE is being used this way This might cause some mmap functions such as ACCESS_WRITEMAP_SHARED and PROT_WRITE to fail You can use the mount flag --disable-direct-io-mode to disable Direct IO mode

                      If you choose to use Direct IO mmap will be disabled on CentOS56 and 57 since those versionsdont support mmap with direct IO Enabling this option will result in a significant performancedegradation on clients using this option Peaxy strongly recommends that you upgrade to a newerversion of Linux

                      Ensure FUSE and its dependencies have been installed on each client If it has not been installedinstall FUSE according to the instructions for the package you chose On CentOS for example installthis by typing

                      sudo yum -y install fusex86_64 fuse-develx86_64 fuse-libsx86_64

                      The version numbers for your installation may differ

                      If you have installed a version of the fuseko module that is not the Peaxy-specific version runadditional commands at the end of the installation process This prevents kernel-oops messages fromconsuming all of the space in the varspool directory These messages indicate a benign conditiondue to a Linux FUSE problem

                      Run the following commands

                      chkconfig --levels 2345 abrt-oops off service abrt-oops stop

                      Note The client installation sets the following values automatically

                      Parameter Value set to

                      netipv4tcp_tw_recycle 1

                      netipv4tcp_fin_timeout 2

                      netcorewmem_max 2097152

                      netcorermem_max 2097152

                      netcorewmem_default 2097152

                      netcorermem_default 2097152

                      Install Aureum | 25

                      1 Download the Aureum client file from the support section of the Peaxy website at wwwpeaxynetsupport (login is required)The file is downloaded as a targz package and contains an installer It has a name similar tohfclient-fuse-400ltbuildnumbergttargz

                      2 Unpack the distribution file by typing the following

                      tar -zxvf hfclient-fuse-400ltbuildnumbergttargz

                      You will see something like the following

                      hfclient-fuse-400hfclient-fuse-400setupshhfclient-fuse-400scriptshfclient-fuse-400scriptsupdatedbshhfclient-fuse-400scriptsc_rehashshhfclient-fuse-400scriptssysctlshhfclient-fuse-400scriptsunregshhfclient-fuse-400scriptsconfshhfclient-fuse-400binhfclient-fuse-400binfusehfCentOS-5xhfclient-fuse-400binfusehfhfclient-fuse-400confhfclient-fuse-400confhfconftgz

                      3 While logged in as root run setupsh installThe driver files are installed in the default system directories You will see something similar to thefollowing

                      sudo setupsh install

                      Installer for Peaxy Aureum Client version 40

                      Checking package contentsInstalling hf client binariesremoved `optpeaxy-40sbinfusehf`binfusehf -gt `optpeaxy-40sbinfusehfInstallation complete

                      Mount Aureum

                      Mount Aureum (Linux)After the client is installed use the mount command to mount Aureum

                      At a command prompt type

                      sudo mkdir -p ltmnt_pointgtsudo mount -t fusehf hfltmgmt_ipgt ltmnt_pointgt -o user=ltclient registration usernamegt

                      where ltmgmt_ipgt is the Aureum IP address for example 172161061 and ltmnt_pointgt is thedirectory that will serve as your local mount point for example mntpeaxy

                      If you omit -o user=ltclient_user_namegt you would be prompted for the password associatedwith the local admin account to complete the client registration Best practice is to always create aclient registration account and use that password

                      The first time you mount the client to Aureum you will be prompted for a registration passwordto allow client-Aureum authentication Type the client registration password Otherwise youradministrator must do this for you

                      Peaxy strongly recommends that you change the password often especially after typing the passwordfor a client registration

                      If you or your IT administrator have associated a DNS entry with the Aureum IP address you mightwant to use the DNS name as the name for your mount point

                      Install Aureum | 26

                      To configure the Aureum client to automatically mount on startup locate the etcfstab file andadd the line

                      hfltmgmt_ipgt ltmnt_pointgt fusehf defaults 0 0

                      where ltmgmt_ipgt is the Aureum IP address for example 172161061 and ltmnt_pointgt is the localmount point for example mntpeaxy

                      Note If you are running CentOS 7 change this line to add the _netdev flag as below

                      hfltmgmt_ipgt ltmnt_pointgt fusehf defaults_netdev 0 0

                      You can now use the Aureum client to access Aureum

                      Unregister a Linux Client from AureumYou can securely unregister an installed FUSE client from the Aureum system that it mounts

                      Removing the registration renders the client unable to access Aureum If you use the all option youwill need to perform a new registration setup before you can mount Aureum again

                      Unregistering a client is done by running the unregsh script Use the following procedure tounregister the client

                      1 On the workstation running the client open a command prompt2 Move to optpeaxybin the location of the script3 Run the script

                      bull Type sudo unregsh ltAureumgt to unregister the client from a specific Aureum systemReplace ltAureumgt with the Aureum system to unregister

                      bull Type sudo unregsh all to unregister the client from all Aureum systems on which theclient is registered

                      Note Peaxy strongly recommends using the all option before you decommission aclient workstation

                      Windows ConfigurationDomain users with credentials from an Active Directory can access Aureum through a share

                      After Aureum joins a domain it sets up network shares for chosen directories (including all containedsubdirectories) To domain users these shares look the same as any other folder that is accessible viathe network

                      Unlike an Aureum client which mounts to the root of the volume a share allows a user to exportsubdirectories for more granular access

                      Where to Find ItFrom the Navigation menu select SECURITY gt DOMAINS and SECURITY gt SHARES

                      Join a DomainBefore you can create a share you must join a Windows domain

                      You can pre-create a machine account in an Active Directory under a specified OU If you choose notto do so Aureum will try to add a computer account to the default location of ldquoComputersrdquo

                      Important If Aureum is already joined to a domain joining another domain will replace thejoin not add to it Aureum will only be joined to the most recently joined domain

                      1 From the Navigation menu select SECURITY gt DOMAINS2 Type the complete Windows domain to join for example engexamplecom3 Type the username with access to the domain The user must have the necessary permissions to

                      join Aureum to the domain4 Type the password associated with the username or access to modify an object in the OU if the

                      machine account was pre-created

                      Install Aureum | 27

                      5 In the NETBIOS NAME field set the Aureum computer account name you wish to be created in theActive Directory If Aureum is using a pre-created machine account in a specific OU then the nameyou specify here must match that name exactly

                      6 Click JOIN

                      After the domain has been joined the JOIN button changes to LEAVE To leave the domain clickLEAVE

                      Create a ShareCreate a share to allow Windows users to connect to Aureum

                      Before you can create a share you must join the appropriate domain

                      1 From the Navigation menu select SECURITY gt SHARES2 Type the name of the share3 In the SHARE CONTENT IN field choose the appropriate data class

                      The IN DIRECTORY field automatically populates with the path specified by the chosen data classYou can extend this path but you cannot shorten it For example if the data class specifies the engineeringsoftware directory you can extend this path to be engineeringsoftwareqa However youcannot shorten the path to be engineering

                      Note The system root data class specifies the root () directory You can extend this path inany way you choose The path must start with a slash and wildcards are not allowed

                      4 Optional Include a description to provide more information about the share5 Click CREATE

                      6 To edit or delete a share click the share to be modified

                      bull To edit the share make the changes needed in the edit panel and click SAVE CHANGESbull To delete the share click the trash can icon ( ) and confirm the deletion

                      Mount an Aureum Windows ShareDomain-authenticated users can mount and access Aureum directories using a share

                      After Aureum has been joined to a domain and the share has been created you can easily mount tothe share

                      The exact mount process is based on your workstation OS

                      Install Aureum | 28

                      If you do not already know it you can determine the mount point from Aureum by navigating to theJOIN DOMAIN page and using one of the listed public IP addresses as the mount point Include theshare name when mounting

                      Peaxy recommends that you take the list of public IP addresses and enter them into your DNS serverlisted under the Aureum NetBIOS name within the appropriate domain In cases where multipleaddresses are used the DNS server automatically round-robins the returned address This ensure thatclient connection load is distributed across the available nodes

                      As a Windows example to mount a drive letter to Aureum Type

                      net use ltdrive_lettergt ltpublic addressgtltshare namegt

                      where ltdrive_lettergt is the drive letter to assign to Aureum ltpublic_addressgt is the IP address usedto join the domain and ltshare_namegt is the share

                      You then log into the share using your domain-authenticated username and password For exampleMYDOMAINmyname

                      After mapping the drive access Aureum through Windows Explorer just like you would any otherdrive

                      If the share does not appear in the Windows Explorer after a change such as a system reboot occursrefresh the view using the Refresh icon ( ) The share should display correctly

                      You do not have to assign a share to a drive letter however In Windows Explorer type the public IPaddress and share name into the address bar Provide your username and password

                      POSIX ComplianceAureum provides a POSIX-compliant interface

                      Most of the Aureum interfaces are POSIX compliant and adhere to the IEEE standard The following isa list of exceptions to compliance

                      bull The directory nlink count is not incremented when a subdirectory is addedbull inode retention differs from the POSIX specification because there is no way to retain the original

                      inode number when a rename entails a move to a different device You can display the datahyperserver extent ID instead of the namespace hyperserver Node ID to the caller in the statfamily of calls This does not change when a file or directory is renamed It does change if the file ismigrated from one data hyperserver to another

                      bull If two mount points are held to the same Aureum and a file is closed on one Aureum does notremove a fcntl lock for the same file on another This is a variance on the way that NFS worksThe internal locking structures take into account the client ID which varies depending on the clientmount If there are two different mounts to a server Aureum treats them as separate machineswhich NFS does not

                      bull The file locking call flock() is emulated using POSIX byte range locks (fcntl() ) The POSIXcompliance specification does not cover flock() This implementation mirrors the behavior ofNFS The Aureum behavior is slightly different and varies from the POSIX specification as follows

                      1 As in NFS you must have write permissions to get a write lock2 As in NFS you cannot place both flock() and fcntl() locks on the same file as these locks

                      will conflict3 An flock() will not inherit across forks4 The flock() will be durable against other file closes but fcntl() locks will not behave within

                      the POSIX specification5 As well as being removed by an explicit f_unlock record locks are automatically released

                      when the process terminates or if it closes any file descriptor referring to a file on which locksare held This means that a process can lose the locks on a file like etcpasswd or etcmtab if a library function opens reads and closes it

                      Information and ResourcesThe latest news and information can always be found on the Peaxy website

                      Peaxy provides documents that are designed for different audiences These documents furnish acomprehensive explanation of Aureum and how to use it Additionally information is available fromtooltips Each field has a tooltip that adds explanations and any limitations for the item

                      The most current and accurate information available was included at the time this document wasprepared However changes may occur after the document is released Always read the ReleaseNotes for the most current information

                      Aureum Installation GuideA step-by-step guide to installing and configuring Aureum into your network

                      Aureum Administrator GuideA guide to understanding the Aureum architecture Provides details for planning configuring andmonitoring your implementation

                      Quickstart SeriesA series of two-page guides providing an abbreviated set of instructions for Aureum tasks Theycan be taken in order or used as reminders for individual tasks

                      Tech NotesSome technical issues are outside the scope of the regular documentation These are presented asTechnical Notes

                      Contact Peaxy9 am to 5 pm Pacific Standard Time

                      Main +1 (408) 441-6500

                      Support +1 (408) 763-3700

                      By phone

                      Support toll free US only +1 (844) 277-3299

                      General information infopeaxynet

                      Sales salespeaxynet

                      Support supportpeaxynet

                      By email

                      Documentation feedback feedbackpeaxynet

                      Online wwwpeaxynetsupport (login required)

                      Peaxy Inc

                      2380 Bering Dr

                      By mail

                      San Jose CA 95131 USA

                      LegalPeaxyreg and Aureumtrade are registered trademarks of Peaxy Inc

                      All other trademarks belong to their respective companies

                      CopyrightsThis document is copyright copy 2016 Peaxy Inc

                      Aureum software includes portions of the following

                      bull Amazon Web Services (AWS) Java SDK httpsawsamazoncomsdk-for-java and httpawsamazoncomapache-2-0

                      bull Apache License Version 20 January 2004bull BEOPEN PYTHON OPEN SOURCE LICENSE AGREEMENT VERSION 1bull BSD 3bull crc32 routine COPYRIGHT copy 1986 Gary S Brownbull Element Tree used under the Python licensebull Erlang Public License (EPL) a derivative work of the Mozilla Public License Now provided under

                      the Apache 20 licensebull GoogleAuth httpsgithubcomwstrangeGoogleAuthbull GNU Lesser General Public License Version 3 Copyright copy 2007 Free Software Foundation Inc

                      and GNU Lesser General Public License Version 21 Copyright copy 1999 Free Software FoundationInc

                      bull Samba is Free Software licensed under the GNU General Public License httpswwwsambaorgsambadocsGPLhtml the Samba project is a member of the Software Freedom Conservancy

                      bull JSON-C Copyright (c) 2009-2012 Eric Haszlakiewicz and Copyright (c) 2004-2005 MetaparadigmPte Ltd

                      bull Kerberos Copyright copy 1985-2009 now under the MIT 2 licensebull libcurl Copyright (c) 1996 - 2015 Daniel Stenbergdanielhaxxsebull lshow used under the GPL licensebull MIT (X11) Copyright copy 2007-2015bull RIAK Creative Commons (httpcreativecommonsorg licensesby30)bull Goldrush Copyright copy 2012 Magnus Klaarbull Meld Under ZPL licensebull NSIS (Nullsoft Scriptable Install System) copy 1999-2013bull OpenSSL License Copyright (c) 1998-2016 The OpenSSL Project and Original SSLeay License

                      Copyright (c) 1995-1998 Eric Youngbull Protobuf Copyright 2008 Google Inc now under the BSD 3 licensebull Setup Tools (setuptools-06c11) Under ZPL licensebull Sodium crypto library (libsodium) ISC license Copyright (c) 2013-2015 Frank Denisbull Solr the Apache Lucene project Copyright copy 2010 The Apache Software Foundationbull TCL Copyright copy Regents of the University of California Sun Microsystems Inc Scriptics

                      Corporation and other partiesbull The Apache Lucene project Copyright copy 2010 The Apache Software Foundationbull The Apache Tika project Copyright copy The Apache Software Foundationbull VirtualBox Copyright copy 2007 Oracle Corp as part of the GNU GPL V2 Licensebull YAWS Copyright copy 2006 Claes Wikstrom now under the BSD licensebull Apache zookeeper Under the Apache 2 license

                      Index | 35

                      Index

                      bdl license file 18

                      img 12

                      MD5 12

                      zip 12

                      A

                      access directories 24Active Directory 26add

                      resources 19servers 19

                      Admin 17administrator 17AMS 12 14 15 16Aureum IP address 11Aureum Manager 6 12 14Aureum name 18Aureum overview 5average file size 18

                      B

                      beacon turning on or off 19BIOS 15bonding network interface 19bootable USB 12 14browser 15button color 17

                      C

                      capacity 10 19CentOS 10checksum 12client registration 22clients 22configuration 11configure email 21connect 22contact 31create

                      export 23share 27

                      create Aureum 15create storage class 20

                      D

                      dedicated capacity 20dedicated nodes 5default storage class 20directory access 24discover resources 12 14 19discovery state Aureum nodes 12 14disk space required 10DNS server 11DNS servers 18documentation 31domain-authenticated user

                      domain 27

                      domain-authentication 22domain suffix 11download images 14

                      E

                      editsecurity level 22

                      emailer settings 21Ethernet

                      interface 10switch 10

                      exportCIFS 23create an export 23

                      F

                      files needed 12 14firewall 12flexible capacity 20flock 29FUSE 10

                      G

                      gateway 11 18

                      H

                      hardware requirements 10how to reach Peaxy 31

                      I

                      image copier 12 14import a license 18initial configuration 18inode retention 29install

                      client 24Linux client 24

                      introduction 5iptables 16

                      J

                      javarequired version 12 14

                      javaw 14

                      K

                      Kerberos 22 22 23

                      L

                      legal 33levels of security 23license files 18licenses 18

                      Index | 36

                      Linux client install 24localhost 15location 18

                      M

                      maintenance agreement 18management IP 15mapping 22mount Aureum 24 27mounting 22 22

                      N

                      namespace 18Navigation menu

                      configuration 11security 22

                      netBIOS 22NIC 19NTP server 11 18

                      O

                      outgoing email 21overview

                      architecture 6Aureum building blocks 6components 6

                      P

                      password 17password limitations 17ports 12POSIX compliance 29primary domain 18primary domain suffix 11

                      R

                      RAM requirements 10realms 22reboot 12 14recommended configuration 10Red Hat Enterprise Linux 10replication factor 11 18 20resources

                      needed 10run setup 16

                      S

                      samsp 12 14 16security 22 23security levels

                      security 22 23select the license 18SElinux 16sestatus 16set performance levels 20settings 11setup 16share

                      CIFS 27

                      create a share 27Share 26SMTP 17 21software files 14space needed 10storage class creating default 20subnet mask 11Support hours 31

                      T

                      tar ball 24time server 18time zone 11 18

                      U

                      USB 15USB stick 10 12 14user account 17

                      V

                      virtualization 6 15

                      W

                      what youll need 11Windows

                      domain 26join a domain 26share 27

                      Windows client 10

                      Y

                      yum 24

                      • Contents
                      • Introduction
                        • How Aureum Works
                          • Install Aureum
                            • Resource Requirements
                            • Aureum Configuration Settings
                            • Port Requirements and Firewall Settings
                            • Prepare Aureum Installation Resources (Linux)
                            • Prepare Aureum Installation Resources (Windows)
                            • Install the Software
                            • Continue the Installation
                            • Create an Admin Account
                            • Import an Aureum License
                            • Provide Aureum Information
                            • Add Resources
                            • Create a Default Storage Class
                            • Define Outgoing Mail Settings
                            • Create a Client Registration User
                            • Configure Security
                            • Connect
                              • Linux Client-Aureum Registration
                              • Security Levels
                              • Create an Export
                              • Install a Linux-based Aureum Client
                                • Mount Aureum (Linux)
                                • Unregister a Linux Client from Aureum
                                  • Windows Configuration
                                    • Join a Domain
                                    • Create a Share
                                    • Mount an Aureum Windows Share
                                      • POSIX Compliance
                                      • Information and Resources
                                      • Index

                        Install Aureum | 15

                        If the image copier does not launch properly you might need to add javaw to your path Refer toyour Windows Operating System help for instructions

                        5 Browse to the software image you downloaded (the img file) and select this file then click Run6 Type a label for the USB sticks

                        The label is used to identify the system during the initial installation and becomes the name of theserver on which it is installed If you use the same label on different USB sticks the software willadd a numeric suffix when creating the host name for example HOST-01 HOST-02 and so onLabels cannot exceed 16 charactersYou can provide a different label for each USB stick but to do so you must copy the image file toeach stick individually

                        7 Insert the USB sticks into a port on your workstation or a hub connected to your workstation andthen click REFRESH to make them visible to the image copier tool Select the sticks you want fromthose displayed in the destination drives list The USB stick must be at least 2 GB

                        8 Leave Verify copy operation enabled Peaxy strongly recommends that you do not skip this stepDepending on the speed on the USB sticks it can take several minutes to complete theverification

                        9 Enable hypervisor protection if requiredEnable hypervisor protection if the underlying storage consists of non-redundant JBOD (acollection of hard disks that have not been configured to act as a RAID) This creates a softwareRAID 5 configuration for the container store used by AureumYou can disable hypervisor protection if you have a hardware RAID under the disk volumes Thisallows Aureum to use a higher-performing RAID 0 configuration instead

                        10Click START11After the copy is complete click EXIT and remove the USB sticks from the workstation or USB hub

                        The USB stick now contains a bootable image of the installation software

                        Install the SoftwareThe installation software on the USB stick installs the Peaxy software and lets you create Aureum

                        1 Insert one prepared USB stick into each server Servers must have a console attached or beaccessible via an IPMI management tool

                        Install Aureum | 16

                        2 Apply power to the servers either individually or with a few seconds in between to complete the

                        next steps

                        Note If you have already configured your server to boot from USB skip steps 3 4 and 5

                        3 Enter the server BIOS and instruct the server to boot from the USB stickThe method used to enter the BIOS depends on the server

                        4 Ensure that the virtualization setting is enabled in the BIOS5 Save the BIOS changes and reboot the server from the USB stick

                        After the server has booted from the USB stick and launched the installation software you will seea message at the bottom of the screen telling you that the server is being prepared for installationThis boot process has placed the servers in a discoverable state this plays a role in the nextphase of the installation process

                        Continue the InstallationAfter the servers have been prepared and the software has been installed begin the configuration

                        1 On your workstation disable the firewall

                        On Red Hat Enterprise LinuxCentOS 7 systems use the following commands

                        systemctl stop firewalld

                        systemctl disable firewalld

                        On other Linux-based operating systems use the following commands

                        service iptables stop

                        service ip6tables stop

                        chkconfig ip6tables off only include this command if you want to permanently turn thefirewall off

                        chkconfig iptables off only include this command if you want to permanently turn thefirewall off

                        2 On your workstation disable SElinuxYou can check the status of SElinux with sestatus The result should appear as SELinuxstatus disabledIf you do not see disabled

                        1 Edit etcselinuxconfig and set the SELINUX variable to disabled2 Reboot your client workstation

                        3 On the workstation launch the Aureum installation management tool Type

                        sudo tmpsamsp-400ltversiongtsamspsh

                        Install Aureum | 17

                        You should see something similar to the following

                        Launching Management Server Platform version 400rootOpen your browser and enter the URL httpslocalhost to continueDo not terminate samsp it is required to complete cluster configurationYou can view tmpsamsp-40010872logmsplog for detailed progress activity

                        Important Do not terminate samsp because it is needed to complete clusterconfiguration

                        4 Open a browser and type

                        httpslocalhost If you are running the browser on the same workstation running the stand alone MSP orhttpsltip addressgt IP address of the workstation running the standalone MSP

                        This launches the Peaxy Management Tool If prompted accept the self-signed Peaxy certificate

                        After the initial setup is complete the IP address changes in the browser address bar This isexpected and correct behavior Now the installation portion of the AMS exits and the integratedAureum manager becomes active

                        In the next step the Aureum manager guides you through the initial configuration process

                        Create an Admin AccountThe first step in configuring a new Aureum system is to supply the details for the Admin account Afterthe installation process is complete and Aureum is up and running the Admin account is used to loginto the Aureum web UI (PMT) to perform additional administration tasks such as creating other useraccounts and a client registration password

                        Important The Admin account has access to critical areas of Aureum Ensure that the Adminaccount is secure

                        1 Type an email address for the accountThe AMS verifies that the email address is formatted correctly but does not check the validity ofthe email address itself This is the email address to which emails are sent

                        Note When setting the outgoing mailer settings the use of a customized email addressis highly dependent on the mail server While it might be possible to use a custom emailSEND FROM address many mail servers (such as Gmail) do not allow sending email usinganything other than the registered user account name

                        2 Type a user name for the accountThe user name must be between 3 and 32 characters and can contain letters numbers dots ()and at signs ()

                        3 Type a password to be associated with the user name in the previous stepPasswords are case sensitive and should be secure Best practice shows that you should changepasswords regularly

                        4 Confirm the password by retyping the password exactly as you entered it aboveWhen all of the fields are complete and have the correct format the SUBMIT button turns fromgray to blue

                        5 Click SUBMIT

                        The user account information is now created and stored

                        Important Set up the outgoing emailer settings as soon as possible after completinginstallation of Aureum If you forget or lose your password Aureum cannot send you a newone until the outgoing email is configured

                        Install Aureum | 18

                        The next step is to import the Aureum license

                        Import an Aureum LicenseImporting the license for an Aureum instance activates the Peaxy software License types are assignedto the Admin account that you created at the beginning of the installation

                        Before you create an Aureum system make sure that you have received your license from Peaxy andthat the license details are correct

                        Each time you create an Aureum instance you must import a license

                        1 Select the license to import or drag it onto the files areaThe license is a bdl file that contains all of the files needed to install the license

                        2 Click IMPORT3 The system installs the license and continues to the next step

                        Provide Aureum InformationDefining a few basic configuration items is the first step in setting up Aureum

                        During the first steps of the initial configuration you provide the basic information needed to createAureum its components and the namespace details

                        1 Enter the Network settingsa) Enter the gateway addressb) Enter the subnet maskc) Enter the primary DNS domain suffix and up to three DNS server addresses

                        DNS servers must be entered as IP addresses Each DNS server is on a separate line2 Enter the General settings

                        a) Enter a name for this Aureum instanceNames can be up to 14 characters and can contain letters numbers dashes and underscores

                        b) Optional Enter a location for the Aureum system for example ldquodatacenterrdquo or ldquoPhoenixofficerdquo

                        c) Enter the Aureum IP addressd) Optional Enter up to three NTP servers

                        Including an NTP server ensures that the time stamp for Aureum is always correcte) Select the time zone to use from the drop-down menu

                        This ensures that all nodes in Aureum use the same time zone3 Define the Namespace settings

                        Install Aureum | 19

                        a) Select the average file size that you expect Aureum to containYour expected average file size selection is used by Aureum to determine the most efficientdistribution of hyperservers Aureum uses the selection you make here to determine theestimated ratio of namespace hyperservers to data hyperservers

                        b) Set the default namespace replication factor from 2 to 4The namespace replication factor is the number of replicas that Aureum creates for thenamespace

                        4 Click CONTINUE

                        Add resources to Aureum You can also click CANCEL to cancel the installation

                        Add ResourcesResources refer to the physical servers that will make up Aureum These can be any commodity serversuch as a 1U or 2U server with any number and size of disks These resources are used to build thenamespace and data hyperservers that form the heart of a running Aureum system

                        Note After a resource has been added Aureum claims the complete resource Unusedportions of a resource are designated as spares and are used in case of a failure or expansion

                        1 The system locates all physical servers that have been booted using USB sticks and are currently indiscovery stateYou will see a list of the servers available for inclusion Use the filter to narrow your search by servername

                        2 Select the servers to add to Aureum

                        Servers scheduled for selection have a check mark to the left Select the box beside SERVER NAMEto select all servers in the list

                        3 Enter the required number of IP addresses or an IP range The number of IP addresses neededappears above the IP ADDRESSES entry box

                        The system determines the number of IP addresses needed to ensure that all Aureum componentscan communicate receiving requests and returning responses Addresses can be individual IPaddresses (xxxxxxxxxxxx) an IP address range (xxxxxxxxx - xxx) or an IP address with a wildcard(xxxxxxxxx) Separate the IP addresses with a space comma or newline

                        Install Aureum | 20

                        Aureum only supports IPv4 (the dotted quad format) For example

                        192168100419216810015-2019216873

                        4 Define the roles of the serversClick the ROLES column entry for a server and configure the servers to support either data accessor search (SolrCloud) While it is possible to configure a server to support both data access andsearch this setting is not recommended for a production deployment

                        Note Aureum 40 supports SolrCloud clusters with one or three nodes Aureum 40 doesnot support SolrCloud clusters with either two nodes or more than three nodes

                        5 Define the bonding for the network port cardsYou should see the same speed for all of the network interfaces (NICs) on this server Use the list ofall NICs that are bonded with the interfaces on this server to form your decision Inactive NICs arenoted as sucha) Click the ETHERNET column entry for the server whose bonding to configure

                        If the column text is red some interfaces are not bonded to the server If the text is blue allavailable interfaces are bonded

                        b) Place a check mark next to all of the interfaces to bond to this server Remove the check markfor those interfaces you do not want included in the bond

                        6 Optional Toggle the server beacon on or offBeacon signals guide you to the server in question This is often used when troubleshooting tolocate a specific server in a large group of servers

                        7 Click CONTINUEWait for the installation wizard to verify that the IP addresses you entered are valid and can beused The system assigns the IP addresses and sets the state to Pending

                        8 Click START INSTALLATIONThe button changes from START INSTALLATION to INSTALLATION IN PROGRESS The systemassigns the resources to Aureum and determines the necessary number of dedicated nodesneeded for the configuration The progress is displayed but you can also use the Log link to followindividual progress If some of the servers are not yet ready wait a few moments and retry

                        The installation process will take some time typically 10 to 20 minutes When complete the IPaddress in the browser will switch from the local IP of your workstation to the Aureum IP addressthat was entered earlier This signals the transition from the AMS you launched earlier (samsp) to theintegrated PMT that is now running on Aureum

                        The next step is to create a default storage class

                        Create a Default Storage ClassA storage class groups and manages data hyperservers with similar replication factors capabilitiesand performance configuration

                        You must configure at least one storage class to use as the default during the initial Aureumconfiguration You can create more storage classes at any time as long as you have the resourcesnecessary

                        1 You are presented with the create Initial Storage Class option2 Enter the required information to create the storage class

                        a) Type a name for the storage classClass names can be up to 14 text characters

                        b) Define the performance levelPerformance levels based on throughput and seek time Select the paired setting that is best foryour expected usage For the widest option select ldquoAnyrdquo

                        c) Set the replication factor

                        Install Aureum | 21

                        Remember all hyperservers assigned to this storage class will use these settings

                        Note You must include at least the same number of resources to create the specifiedreplication factor For example you cannot have a replication factor of three in anAureum system with only two servers

                        Because each replication requires some amount of storage the replication factor selectedaffects the amount of total storage available

                        Tip The Aureum data space is partitioned through all the data-capable hyperserversEach hyperserver can be configured to offer a specified replication factor This lets youstore vital data with high redundancy while more transient data can skip replication inorder to optimize storage and performance costs

                        d) Optional Enable flexible space allocationEnabling flexible storage space allows the members of the storage class to consume thecapacity needed When more storage space is needed more is allocated automaticallyregardless of the initial allocation Peaxy recommends this option for general use Some casesmight have different needs

                        e) Optional To make this the default storage class select YESAll data that does not meet the conditions in a specific data policy will be stored on the defaultstorage class (See data policies in the Aureum Administrator Guide)

                        3 Click CREATE STORAGE CLASS4 To complete the initial installation and configuration click FINALIZE AUREUM then click YES to

                        confirm the configuration is correct

                        Important After you click FINALIZE you must wait for the health indicator on the Aureumcard or list turn green before using Aureum

                        The Aureum installation is complete and the PMT shows the main Aureum window To configureadditional Aureum storage classes and data policies and to understand how to monitor Aureum seethe Aureum Administrator Guide

                        Define Outgoing Mail SettingsIn order for Aureum to send email notifications and provide lost password recovery you must tellAureum how to send email alerts

                        Important Configure outgoing email settings as soon as reasonably possible If you lose orforget your password Aureum cannot send reset instructions until you configure the emailsettings

                        1 Select EMAILER CONFIG from the SETUP WIZARD pane or from the Navigation menu select EMAILER

                        2 Type the email (SMTP) server to use when sending the emailThe email server must be accessible from Aureum

                        Install Aureum | 22

                        3 By default the system uses port 587 This is usually the right setting Only change the EMAILSERVER PORT if your organizations SMTP server requires it

                        4 Enter a valid user account and password that Aureum will use to send email from this server5 Optional SEND FROM is required only if your email server requires Transport Layer Security (TLS)

                        If this is the case type the SEND FROM email addressGenerally the recommended SEND FROM address is a working system administrator account

                        6 Click SAVE

                        Create a Client Registration UserThe Aureum client registration user and password allow client authentication at mount time

                        This allows you to create a custom account for authenticating client mounts

                        1 Click REGISTRATION2 Type a name for the user This will be the username that is authorized to type in the registration

                        password when an Aureum client is installed3 Type the client registration password This password is used to register the Aureum client for

                        authentication at mount time4 Click SAVE

                        Configure SecurityDefine define the level of security for client communication

                        1 Click SECURITY LEVEL2 Slide the controller to the level of security your data will use

                        3 Click ACCEPT

                        ConnectAn Aureum client mounts Aureum and allows access to folders and files Peaxy provides clientsoftware for Linux users and allows Windows users to access Aureum through a Windows share

                        The Linux-based client uses a FUSE component to remotely access Aureum services Almost all Linuxinstallations include FUSE so you should not need to do anything extra

                        The Aureum client has a small footprint A very limited set of memory and CPU cycles are needed toperform the client functions Also the Aureum client can be used concurrently with other clients forNFS and other network file systems

                        When you install the client the client drivers are added to the default system directories To accessthese directories use the mount command (more commonly known as mapping a drive in Windows)to mount the client to the directory

                        Install Aureum | 23

                        Mounting a client to an Aureum directory loads all the data structures necessary for the client tointeract with Aureum As the structures change Aureum updates them In order for a client to accessAureum all that is necessary is that the client know the IP address or URL to which the client willconnect and the client-Aureum registration password

                        Also available is the ability to join a Windows domain and create domain-authenticated users who canaccess different areas of Aureum

                        Linux Client-Aureum RegistrationThe minimum security level for Aureum is the authenticated mount To ensure that unauthorized usersdont gain access to data Peaxy provides an authenticated mount between Aureum Linux clients andAureum using certificates and registration

                        Note The process described in this section applies to Linux clients Windows domains userswith credentials from an Active Directory access Aureum through a Windows share

                        Security is always an important part of any system that provides data access especially when theaccess spans many users and locations Peaxy provides a registration process where the clientand server exchange certificates which are used to authenticate subsequent connections Theregistration provides a mutual authentication method between the client and Aureum allowing theclient access Only authenticated clients are allowed to mount Aureum Other clients cannot use thesame authentication as part of the certificate registration Aureum generates a client key pair that isunique to each client-Aureum connection

                        How It WorksThe AMS requires a dynamic registration at the initial mount time As part of the registration Aureumgenerates a key pair unique to each client This key pair is persistent so you do not need to re-register the client each time you mount Aureum

                        This initial registration is required the first time the client mounts Aureum and requires a specialregistration password that is unique to Aureum This password is entered by the Aureum administratorat the workstation on which the client is installed Subsequent client mounts use the client certificateissued during registration

                        Security LevelsAureum offers varying levels of security

                        The security level is visible on the Aureum card or list and is indicated in the SECURITY section by thenumber of total locks that are green Gray locks indicate how many additional security levels you canselect For example if there are four total locks and three are green your current security level is 3Message Integrity

                        bull Data Confidentiality all data in and out of Aureum is verified and encryptedbull Message Integrity message authentication codes verify message integritybull Kerberos Authentication use the Kerberos authentication protocol as the mechanism for

                        authentication between a client and a server or between one server and another serverbull Authenticated Mount use X509 certificates to mutually authenticate and validate all Aureum

                        clients and hyperservers in Aureum

                        Create an ExportCreate an export to allow Linux clients to mount and access Aureum

                        1 From the Navigation menu select SECURITY gt EXPORTS2 Type the export name3 In the EXPORT CONTENT IN field choose the data class to export

                        The IN DIRECTORY field automatically populates with the path specified by the chosen data classYou can extend this path but you cannot shorten it For example if the data class specifies the

                        Install Aureum | 24

                        engineeringsoftware directory you can extend this path to be engineeringsoftwareqa However youcannot shorten the path to be engineering

                        Note The system root data class specifies the root () directory You can extend this path inany way you choose The path must start with a slash and wildcards are not allowed

                        4 Optional Include a description to provide more information about the export5 Click CREATE6 To edit or delete an export click the corresponding entry in the list

                        bull To edit the export make the changes needed in the edit panel and click SAVE CHANGESbull To delete an export click the corresponding trash can icon ( ) and confirm the deletion

                        Install a Linux-based Aureum ClientYou install the Aureum client on physical hardware or on a workstation in the cloud Use the client tomount and access Aureum directories

                        Before installing the client make sure that your system meets the minimum requirements describedin the Requirements section of this document

                        Note Aureum uses FUSE in Direct IO mode for better performance The version of FUSErunning on older versions of CentOS Red Hat Enterprise Linux doesnt support mmap whenFUSE is being used this way This might cause some mmap functions such as ACCESS_WRITEMAP_SHARED and PROT_WRITE to fail You can use the mount flag --disable-direct-io-mode to disable Direct IO mode

                        If you choose to use Direct IO mmap will be disabled on CentOS56 and 57 since those versionsdont support mmap with direct IO Enabling this option will result in a significant performancedegradation on clients using this option Peaxy strongly recommends that you upgrade to a newerversion of Linux

                        Ensure FUSE and its dependencies have been installed on each client If it has not been installedinstall FUSE according to the instructions for the package you chose On CentOS for example installthis by typing

                        sudo yum -y install fusex86_64 fuse-develx86_64 fuse-libsx86_64

                        The version numbers for your installation may differ

                        If you have installed a version of the fuseko module that is not the Peaxy-specific version runadditional commands at the end of the installation process This prevents kernel-oops messages fromconsuming all of the space in the varspool directory These messages indicate a benign conditiondue to a Linux FUSE problem

                        Run the following commands

                        chkconfig --levels 2345 abrt-oops off service abrt-oops stop

                        Note The client installation sets the following values automatically

                        Parameter Value set to

                        netipv4tcp_tw_recycle 1

                        netipv4tcp_fin_timeout 2

                        netcorewmem_max 2097152

                        netcorermem_max 2097152

                        netcorewmem_default 2097152

                        netcorermem_default 2097152

                        Install Aureum | 25

                        1 Download the Aureum client file from the support section of the Peaxy website at wwwpeaxynetsupport (login is required)The file is downloaded as a targz package and contains an installer It has a name similar tohfclient-fuse-400ltbuildnumbergttargz

                        2 Unpack the distribution file by typing the following

                        tar -zxvf hfclient-fuse-400ltbuildnumbergttargz

                        You will see something like the following

                        hfclient-fuse-400hfclient-fuse-400setupshhfclient-fuse-400scriptshfclient-fuse-400scriptsupdatedbshhfclient-fuse-400scriptsc_rehashshhfclient-fuse-400scriptssysctlshhfclient-fuse-400scriptsunregshhfclient-fuse-400scriptsconfshhfclient-fuse-400binhfclient-fuse-400binfusehfCentOS-5xhfclient-fuse-400binfusehfhfclient-fuse-400confhfclient-fuse-400confhfconftgz

                        3 While logged in as root run setupsh installThe driver files are installed in the default system directories You will see something similar to thefollowing

                        sudo setupsh install

                        Installer for Peaxy Aureum Client version 40

                        Checking package contentsInstalling hf client binariesremoved `optpeaxy-40sbinfusehf`binfusehf -gt `optpeaxy-40sbinfusehfInstallation complete

                        Mount Aureum

                        Mount Aureum (Linux)After the client is installed use the mount command to mount Aureum

                        At a command prompt type

                        sudo mkdir -p ltmnt_pointgtsudo mount -t fusehf hfltmgmt_ipgt ltmnt_pointgt -o user=ltclient registration usernamegt

                        where ltmgmt_ipgt is the Aureum IP address for example 172161061 and ltmnt_pointgt is thedirectory that will serve as your local mount point for example mntpeaxy

                        If you omit -o user=ltclient_user_namegt you would be prompted for the password associatedwith the local admin account to complete the client registration Best practice is to always create aclient registration account and use that password

                        The first time you mount the client to Aureum you will be prompted for a registration passwordto allow client-Aureum authentication Type the client registration password Otherwise youradministrator must do this for you

                        Peaxy strongly recommends that you change the password often especially after typing the passwordfor a client registration

                        If you or your IT administrator have associated a DNS entry with the Aureum IP address you mightwant to use the DNS name as the name for your mount point

                        Install Aureum | 26

                        To configure the Aureum client to automatically mount on startup locate the etcfstab file andadd the line

                        hfltmgmt_ipgt ltmnt_pointgt fusehf defaults 0 0

                        where ltmgmt_ipgt is the Aureum IP address for example 172161061 and ltmnt_pointgt is the localmount point for example mntpeaxy

                        Note If you are running CentOS 7 change this line to add the _netdev flag as below

                        hfltmgmt_ipgt ltmnt_pointgt fusehf defaults_netdev 0 0

                        You can now use the Aureum client to access Aureum

                        Unregister a Linux Client from AureumYou can securely unregister an installed FUSE client from the Aureum system that it mounts

                        Removing the registration renders the client unable to access Aureum If you use the all option youwill need to perform a new registration setup before you can mount Aureum again

                        Unregistering a client is done by running the unregsh script Use the following procedure tounregister the client

                        1 On the workstation running the client open a command prompt2 Move to optpeaxybin the location of the script3 Run the script

                        bull Type sudo unregsh ltAureumgt to unregister the client from a specific Aureum systemReplace ltAureumgt with the Aureum system to unregister

                        bull Type sudo unregsh all to unregister the client from all Aureum systems on which theclient is registered

                        Note Peaxy strongly recommends using the all option before you decommission aclient workstation

                        Windows ConfigurationDomain users with credentials from an Active Directory can access Aureum through a share

                        After Aureum joins a domain it sets up network shares for chosen directories (including all containedsubdirectories) To domain users these shares look the same as any other folder that is accessible viathe network

                        Unlike an Aureum client which mounts to the root of the volume a share allows a user to exportsubdirectories for more granular access

                        Where to Find ItFrom the Navigation menu select SECURITY gt DOMAINS and SECURITY gt SHARES

                        Join a DomainBefore you can create a share you must join a Windows domain

                        You can pre-create a machine account in an Active Directory under a specified OU If you choose notto do so Aureum will try to add a computer account to the default location of ldquoComputersrdquo

                        Important If Aureum is already joined to a domain joining another domain will replace thejoin not add to it Aureum will only be joined to the most recently joined domain

                        1 From the Navigation menu select SECURITY gt DOMAINS2 Type the complete Windows domain to join for example engexamplecom3 Type the username with access to the domain The user must have the necessary permissions to

                        join Aureum to the domain4 Type the password associated with the username or access to modify an object in the OU if the

                        machine account was pre-created

                        Install Aureum | 27

                        5 In the NETBIOS NAME field set the Aureum computer account name you wish to be created in theActive Directory If Aureum is using a pre-created machine account in a specific OU then the nameyou specify here must match that name exactly

                        6 Click JOIN

                        After the domain has been joined the JOIN button changes to LEAVE To leave the domain clickLEAVE

                        Create a ShareCreate a share to allow Windows users to connect to Aureum

                        Before you can create a share you must join the appropriate domain

                        1 From the Navigation menu select SECURITY gt SHARES2 Type the name of the share3 In the SHARE CONTENT IN field choose the appropriate data class

                        The IN DIRECTORY field automatically populates with the path specified by the chosen data classYou can extend this path but you cannot shorten it For example if the data class specifies the engineeringsoftware directory you can extend this path to be engineeringsoftwareqa However youcannot shorten the path to be engineering

                        Note The system root data class specifies the root () directory You can extend this path inany way you choose The path must start with a slash and wildcards are not allowed

                        4 Optional Include a description to provide more information about the share5 Click CREATE

                        6 To edit or delete a share click the share to be modified

                        bull To edit the share make the changes needed in the edit panel and click SAVE CHANGESbull To delete the share click the trash can icon ( ) and confirm the deletion

                        Mount an Aureum Windows ShareDomain-authenticated users can mount and access Aureum directories using a share

                        After Aureum has been joined to a domain and the share has been created you can easily mount tothe share

                        The exact mount process is based on your workstation OS

                        Install Aureum | 28

                        If you do not already know it you can determine the mount point from Aureum by navigating to theJOIN DOMAIN page and using one of the listed public IP addresses as the mount point Include theshare name when mounting

                        Peaxy recommends that you take the list of public IP addresses and enter them into your DNS serverlisted under the Aureum NetBIOS name within the appropriate domain In cases where multipleaddresses are used the DNS server automatically round-robins the returned address This ensure thatclient connection load is distributed across the available nodes

                        As a Windows example to mount a drive letter to Aureum Type

                        net use ltdrive_lettergt ltpublic addressgtltshare namegt

                        where ltdrive_lettergt is the drive letter to assign to Aureum ltpublic_addressgt is the IP address usedto join the domain and ltshare_namegt is the share

                        You then log into the share using your domain-authenticated username and password For exampleMYDOMAINmyname

                        After mapping the drive access Aureum through Windows Explorer just like you would any otherdrive

                        If the share does not appear in the Windows Explorer after a change such as a system reboot occursrefresh the view using the Refresh icon ( ) The share should display correctly

                        You do not have to assign a share to a drive letter however In Windows Explorer type the public IPaddress and share name into the address bar Provide your username and password

                        POSIX ComplianceAureum provides a POSIX-compliant interface

                        Most of the Aureum interfaces are POSIX compliant and adhere to the IEEE standard The following isa list of exceptions to compliance

                        bull The directory nlink count is not incremented when a subdirectory is addedbull inode retention differs from the POSIX specification because there is no way to retain the original

                        inode number when a rename entails a move to a different device You can display the datahyperserver extent ID instead of the namespace hyperserver Node ID to the caller in the statfamily of calls This does not change when a file or directory is renamed It does change if the file ismigrated from one data hyperserver to another

                        bull If two mount points are held to the same Aureum and a file is closed on one Aureum does notremove a fcntl lock for the same file on another This is a variance on the way that NFS worksThe internal locking structures take into account the client ID which varies depending on the clientmount If there are two different mounts to a server Aureum treats them as separate machineswhich NFS does not

                        bull The file locking call flock() is emulated using POSIX byte range locks (fcntl() ) The POSIXcompliance specification does not cover flock() This implementation mirrors the behavior ofNFS The Aureum behavior is slightly different and varies from the POSIX specification as follows

                        1 As in NFS you must have write permissions to get a write lock2 As in NFS you cannot place both flock() and fcntl() locks on the same file as these locks

                        will conflict3 An flock() will not inherit across forks4 The flock() will be durable against other file closes but fcntl() locks will not behave within

                        the POSIX specification5 As well as being removed by an explicit f_unlock record locks are automatically released

                        when the process terminates or if it closes any file descriptor referring to a file on which locksare held This means that a process can lose the locks on a file like etcpasswd or etcmtab if a library function opens reads and closes it

                        Information and ResourcesThe latest news and information can always be found on the Peaxy website

                        Peaxy provides documents that are designed for different audiences These documents furnish acomprehensive explanation of Aureum and how to use it Additionally information is available fromtooltips Each field has a tooltip that adds explanations and any limitations for the item

                        The most current and accurate information available was included at the time this document wasprepared However changes may occur after the document is released Always read the ReleaseNotes for the most current information

                        Aureum Installation GuideA step-by-step guide to installing and configuring Aureum into your network

                        Aureum Administrator GuideA guide to understanding the Aureum architecture Provides details for planning configuring andmonitoring your implementation

                        Quickstart SeriesA series of two-page guides providing an abbreviated set of instructions for Aureum tasks Theycan be taken in order or used as reminders for individual tasks

                        Tech NotesSome technical issues are outside the scope of the regular documentation These are presented asTechnical Notes

                        Contact Peaxy9 am to 5 pm Pacific Standard Time

                        Main +1 (408) 441-6500

                        Support +1 (408) 763-3700

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                        Peaxy Inc

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                        By mail

                        San Jose CA 95131 USA

                        LegalPeaxyreg and Aureumtrade are registered trademarks of Peaxy Inc

                        All other trademarks belong to their respective companies

                        CopyrightsThis document is copyright copy 2016 Peaxy Inc

                        Aureum software includes portions of the following

                        bull Amazon Web Services (AWS) Java SDK httpsawsamazoncomsdk-for-java and httpawsamazoncomapache-2-0

                        bull Apache License Version 20 January 2004bull BEOPEN PYTHON OPEN SOURCE LICENSE AGREEMENT VERSION 1bull BSD 3bull crc32 routine COPYRIGHT copy 1986 Gary S Brownbull Element Tree used under the Python licensebull Erlang Public License (EPL) a derivative work of the Mozilla Public License Now provided under

                        the Apache 20 licensebull GoogleAuth httpsgithubcomwstrangeGoogleAuthbull GNU Lesser General Public License Version 3 Copyright copy 2007 Free Software Foundation Inc

                        and GNU Lesser General Public License Version 21 Copyright copy 1999 Free Software FoundationInc

                        bull Samba is Free Software licensed under the GNU General Public License httpswwwsambaorgsambadocsGPLhtml the Samba project is a member of the Software Freedom Conservancy

                        bull JSON-C Copyright (c) 2009-2012 Eric Haszlakiewicz and Copyright (c) 2004-2005 MetaparadigmPte Ltd

                        bull Kerberos Copyright copy 1985-2009 now under the MIT 2 licensebull libcurl Copyright (c) 1996 - 2015 Daniel Stenbergdanielhaxxsebull lshow used under the GPL licensebull MIT (X11) Copyright copy 2007-2015bull RIAK Creative Commons (httpcreativecommonsorg licensesby30)bull Goldrush Copyright copy 2012 Magnus Klaarbull Meld Under ZPL licensebull NSIS (Nullsoft Scriptable Install System) copy 1999-2013bull OpenSSL License Copyright (c) 1998-2016 The OpenSSL Project and Original SSLeay License

                        Copyright (c) 1995-1998 Eric Youngbull Protobuf Copyright 2008 Google Inc now under the BSD 3 licensebull Setup Tools (setuptools-06c11) Under ZPL licensebull Sodium crypto library (libsodium) ISC license Copyright (c) 2013-2015 Frank Denisbull Solr the Apache Lucene project Copyright copy 2010 The Apache Software Foundationbull TCL Copyright copy Regents of the University of California Sun Microsystems Inc Scriptics

                        Corporation and other partiesbull The Apache Lucene project Copyright copy 2010 The Apache Software Foundationbull The Apache Tika project Copyright copy The Apache Software Foundationbull VirtualBox Copyright copy 2007 Oracle Corp as part of the GNU GPL V2 Licensebull YAWS Copyright copy 2006 Claes Wikstrom now under the BSD licensebull Apache zookeeper Under the Apache 2 license

                        Index | 35

                        Index

                        bdl license file 18

                        img 12

                        MD5 12

                        zip 12

                        A

                        access directories 24Active Directory 26add

                        resources 19servers 19

                        Admin 17administrator 17AMS 12 14 15 16Aureum IP address 11Aureum Manager 6 12 14Aureum name 18Aureum overview 5average file size 18

                        B

                        beacon turning on or off 19BIOS 15bonding network interface 19bootable USB 12 14browser 15button color 17

                        C

                        capacity 10 19CentOS 10checksum 12client registration 22clients 22configuration 11configure email 21connect 22contact 31create

                        export 23share 27

                        create Aureum 15create storage class 20

                        D

                        dedicated capacity 20dedicated nodes 5default storage class 20directory access 24discover resources 12 14 19discovery state Aureum nodes 12 14disk space required 10DNS server 11DNS servers 18documentation 31domain-authenticated user

                        domain 27

                        domain-authentication 22domain suffix 11download images 14

                        E

                        editsecurity level 22

                        emailer settings 21Ethernet

                        interface 10switch 10

                        exportCIFS 23create an export 23

                        F

                        files needed 12 14firewall 12flexible capacity 20flock 29FUSE 10

                        G

                        gateway 11 18

                        H

                        hardware requirements 10how to reach Peaxy 31

                        I

                        image copier 12 14import a license 18initial configuration 18inode retention 29install

                        client 24Linux client 24

                        introduction 5iptables 16

                        J

                        javarequired version 12 14

                        javaw 14

                        K

                        Kerberos 22 22 23

                        L

                        legal 33levels of security 23license files 18licenses 18

                        Index | 36

                        Linux client install 24localhost 15location 18

                        M

                        maintenance agreement 18management IP 15mapping 22mount Aureum 24 27mounting 22 22

                        N

                        namespace 18Navigation menu

                        configuration 11security 22

                        netBIOS 22NIC 19NTP server 11 18

                        O

                        outgoing email 21overview

                        architecture 6Aureum building blocks 6components 6

                        P

                        password 17password limitations 17ports 12POSIX compliance 29primary domain 18primary domain suffix 11

                        R

                        RAM requirements 10realms 22reboot 12 14recommended configuration 10Red Hat Enterprise Linux 10replication factor 11 18 20resources

                        needed 10run setup 16

                        S

                        samsp 12 14 16security 22 23security levels

                        security 22 23select the license 18SElinux 16sestatus 16set performance levels 20settings 11setup 16share

                        CIFS 27

                        create a share 27Share 26SMTP 17 21software files 14space needed 10storage class creating default 20subnet mask 11Support hours 31

                        T

                        tar ball 24time server 18time zone 11 18

                        U

                        USB 15USB stick 10 12 14user account 17

                        V

                        virtualization 6 15

                        W

                        what youll need 11Windows

                        domain 26join a domain 26share 27

                        Windows client 10

                        Y

                        yum 24

                        • Contents
                        • Introduction
                          • How Aureum Works
                            • Install Aureum
                              • Resource Requirements
                              • Aureum Configuration Settings
                              • Port Requirements and Firewall Settings
                              • Prepare Aureum Installation Resources (Linux)
                              • Prepare Aureum Installation Resources (Windows)
                              • Install the Software
                              • Continue the Installation
                              • Create an Admin Account
                              • Import an Aureum License
                              • Provide Aureum Information
                              • Add Resources
                              • Create a Default Storage Class
                              • Define Outgoing Mail Settings
                              • Create a Client Registration User
                              • Configure Security
                              • Connect
                                • Linux Client-Aureum Registration
                                • Security Levels
                                • Create an Export
                                • Install a Linux-based Aureum Client
                                  • Mount Aureum (Linux)
                                  • Unregister a Linux Client from Aureum
                                    • Windows Configuration
                                      • Join a Domain
                                      • Create a Share
                                      • Mount an Aureum Windows Share
                                        • POSIX Compliance
                                        • Information and Resources
                                        • Index

                          Install Aureum | 16

                          2 Apply power to the servers either individually or with a few seconds in between to complete the

                          next steps

                          Note If you have already configured your server to boot from USB skip steps 3 4 and 5

                          3 Enter the server BIOS and instruct the server to boot from the USB stickThe method used to enter the BIOS depends on the server

                          4 Ensure that the virtualization setting is enabled in the BIOS5 Save the BIOS changes and reboot the server from the USB stick

                          After the server has booted from the USB stick and launched the installation software you will seea message at the bottom of the screen telling you that the server is being prepared for installationThis boot process has placed the servers in a discoverable state this plays a role in the nextphase of the installation process

                          Continue the InstallationAfter the servers have been prepared and the software has been installed begin the configuration

                          1 On your workstation disable the firewall

                          On Red Hat Enterprise LinuxCentOS 7 systems use the following commands

                          systemctl stop firewalld

                          systemctl disable firewalld

                          On other Linux-based operating systems use the following commands

                          service iptables stop

                          service ip6tables stop

                          chkconfig ip6tables off only include this command if you want to permanently turn thefirewall off

                          chkconfig iptables off only include this command if you want to permanently turn thefirewall off

                          2 On your workstation disable SElinuxYou can check the status of SElinux with sestatus The result should appear as SELinuxstatus disabledIf you do not see disabled

                          1 Edit etcselinuxconfig and set the SELINUX variable to disabled2 Reboot your client workstation

                          3 On the workstation launch the Aureum installation management tool Type

                          sudo tmpsamsp-400ltversiongtsamspsh

                          Install Aureum | 17

                          You should see something similar to the following

                          Launching Management Server Platform version 400rootOpen your browser and enter the URL httpslocalhost to continueDo not terminate samsp it is required to complete cluster configurationYou can view tmpsamsp-40010872logmsplog for detailed progress activity

                          Important Do not terminate samsp because it is needed to complete clusterconfiguration

                          4 Open a browser and type

                          httpslocalhost If you are running the browser on the same workstation running the stand alone MSP orhttpsltip addressgt IP address of the workstation running the standalone MSP

                          This launches the Peaxy Management Tool If prompted accept the self-signed Peaxy certificate

                          After the initial setup is complete the IP address changes in the browser address bar This isexpected and correct behavior Now the installation portion of the AMS exits and the integratedAureum manager becomes active

                          In the next step the Aureum manager guides you through the initial configuration process

                          Create an Admin AccountThe first step in configuring a new Aureum system is to supply the details for the Admin account Afterthe installation process is complete and Aureum is up and running the Admin account is used to loginto the Aureum web UI (PMT) to perform additional administration tasks such as creating other useraccounts and a client registration password

                          Important The Admin account has access to critical areas of Aureum Ensure that the Adminaccount is secure

                          1 Type an email address for the accountThe AMS verifies that the email address is formatted correctly but does not check the validity ofthe email address itself This is the email address to which emails are sent

                          Note When setting the outgoing mailer settings the use of a customized email addressis highly dependent on the mail server While it might be possible to use a custom emailSEND FROM address many mail servers (such as Gmail) do not allow sending email usinganything other than the registered user account name

                          2 Type a user name for the accountThe user name must be between 3 and 32 characters and can contain letters numbers dots ()and at signs ()

                          3 Type a password to be associated with the user name in the previous stepPasswords are case sensitive and should be secure Best practice shows that you should changepasswords regularly

                          4 Confirm the password by retyping the password exactly as you entered it aboveWhen all of the fields are complete and have the correct format the SUBMIT button turns fromgray to blue

                          5 Click SUBMIT

                          The user account information is now created and stored

                          Important Set up the outgoing emailer settings as soon as possible after completinginstallation of Aureum If you forget or lose your password Aureum cannot send you a newone until the outgoing email is configured

                          Install Aureum | 18

                          The next step is to import the Aureum license

                          Import an Aureum LicenseImporting the license for an Aureum instance activates the Peaxy software License types are assignedto the Admin account that you created at the beginning of the installation

                          Before you create an Aureum system make sure that you have received your license from Peaxy andthat the license details are correct

                          Each time you create an Aureum instance you must import a license

                          1 Select the license to import or drag it onto the files areaThe license is a bdl file that contains all of the files needed to install the license

                          2 Click IMPORT3 The system installs the license and continues to the next step

                          Provide Aureum InformationDefining a few basic configuration items is the first step in setting up Aureum

                          During the first steps of the initial configuration you provide the basic information needed to createAureum its components and the namespace details

                          1 Enter the Network settingsa) Enter the gateway addressb) Enter the subnet maskc) Enter the primary DNS domain suffix and up to three DNS server addresses

                          DNS servers must be entered as IP addresses Each DNS server is on a separate line2 Enter the General settings

                          a) Enter a name for this Aureum instanceNames can be up to 14 characters and can contain letters numbers dashes and underscores

                          b) Optional Enter a location for the Aureum system for example ldquodatacenterrdquo or ldquoPhoenixofficerdquo

                          c) Enter the Aureum IP addressd) Optional Enter up to three NTP servers

                          Including an NTP server ensures that the time stamp for Aureum is always correcte) Select the time zone to use from the drop-down menu

                          This ensures that all nodes in Aureum use the same time zone3 Define the Namespace settings

                          Install Aureum | 19

                          a) Select the average file size that you expect Aureum to containYour expected average file size selection is used by Aureum to determine the most efficientdistribution of hyperservers Aureum uses the selection you make here to determine theestimated ratio of namespace hyperservers to data hyperservers

                          b) Set the default namespace replication factor from 2 to 4The namespace replication factor is the number of replicas that Aureum creates for thenamespace

                          4 Click CONTINUE

                          Add resources to Aureum You can also click CANCEL to cancel the installation

                          Add ResourcesResources refer to the physical servers that will make up Aureum These can be any commodity serversuch as a 1U or 2U server with any number and size of disks These resources are used to build thenamespace and data hyperservers that form the heart of a running Aureum system

                          Note After a resource has been added Aureum claims the complete resource Unusedportions of a resource are designated as spares and are used in case of a failure or expansion

                          1 The system locates all physical servers that have been booted using USB sticks and are currently indiscovery stateYou will see a list of the servers available for inclusion Use the filter to narrow your search by servername

                          2 Select the servers to add to Aureum

                          Servers scheduled for selection have a check mark to the left Select the box beside SERVER NAMEto select all servers in the list

                          3 Enter the required number of IP addresses or an IP range The number of IP addresses neededappears above the IP ADDRESSES entry box

                          The system determines the number of IP addresses needed to ensure that all Aureum componentscan communicate receiving requests and returning responses Addresses can be individual IPaddresses (xxxxxxxxxxxx) an IP address range (xxxxxxxxx - xxx) or an IP address with a wildcard(xxxxxxxxx) Separate the IP addresses with a space comma or newline

                          Install Aureum | 20

                          Aureum only supports IPv4 (the dotted quad format) For example

                          192168100419216810015-2019216873

                          4 Define the roles of the serversClick the ROLES column entry for a server and configure the servers to support either data accessor search (SolrCloud) While it is possible to configure a server to support both data access andsearch this setting is not recommended for a production deployment

                          Note Aureum 40 supports SolrCloud clusters with one or three nodes Aureum 40 doesnot support SolrCloud clusters with either two nodes or more than three nodes

                          5 Define the bonding for the network port cardsYou should see the same speed for all of the network interfaces (NICs) on this server Use the list ofall NICs that are bonded with the interfaces on this server to form your decision Inactive NICs arenoted as sucha) Click the ETHERNET column entry for the server whose bonding to configure

                          If the column text is red some interfaces are not bonded to the server If the text is blue allavailable interfaces are bonded

                          b) Place a check mark next to all of the interfaces to bond to this server Remove the check markfor those interfaces you do not want included in the bond

                          6 Optional Toggle the server beacon on or offBeacon signals guide you to the server in question This is often used when troubleshooting tolocate a specific server in a large group of servers

                          7 Click CONTINUEWait for the installation wizard to verify that the IP addresses you entered are valid and can beused The system assigns the IP addresses and sets the state to Pending

                          8 Click START INSTALLATIONThe button changes from START INSTALLATION to INSTALLATION IN PROGRESS The systemassigns the resources to Aureum and determines the necessary number of dedicated nodesneeded for the configuration The progress is displayed but you can also use the Log link to followindividual progress If some of the servers are not yet ready wait a few moments and retry

                          The installation process will take some time typically 10 to 20 minutes When complete the IPaddress in the browser will switch from the local IP of your workstation to the Aureum IP addressthat was entered earlier This signals the transition from the AMS you launched earlier (samsp) to theintegrated PMT that is now running on Aureum

                          The next step is to create a default storage class

                          Create a Default Storage ClassA storage class groups and manages data hyperservers with similar replication factors capabilitiesand performance configuration

                          You must configure at least one storage class to use as the default during the initial Aureumconfiguration You can create more storage classes at any time as long as you have the resourcesnecessary

                          1 You are presented with the create Initial Storage Class option2 Enter the required information to create the storage class

                          a) Type a name for the storage classClass names can be up to 14 text characters

                          b) Define the performance levelPerformance levels based on throughput and seek time Select the paired setting that is best foryour expected usage For the widest option select ldquoAnyrdquo

                          c) Set the replication factor

                          Install Aureum | 21

                          Remember all hyperservers assigned to this storage class will use these settings

                          Note You must include at least the same number of resources to create the specifiedreplication factor For example you cannot have a replication factor of three in anAureum system with only two servers

                          Because each replication requires some amount of storage the replication factor selectedaffects the amount of total storage available

                          Tip The Aureum data space is partitioned through all the data-capable hyperserversEach hyperserver can be configured to offer a specified replication factor This lets youstore vital data with high redundancy while more transient data can skip replication inorder to optimize storage and performance costs

                          d) Optional Enable flexible space allocationEnabling flexible storage space allows the members of the storage class to consume thecapacity needed When more storage space is needed more is allocated automaticallyregardless of the initial allocation Peaxy recommends this option for general use Some casesmight have different needs

                          e) Optional To make this the default storage class select YESAll data that does not meet the conditions in a specific data policy will be stored on the defaultstorage class (See data policies in the Aureum Administrator Guide)

                          3 Click CREATE STORAGE CLASS4 To complete the initial installation and configuration click FINALIZE AUREUM then click YES to

                          confirm the configuration is correct

                          Important After you click FINALIZE you must wait for the health indicator on the Aureumcard or list turn green before using Aureum

                          The Aureum installation is complete and the PMT shows the main Aureum window To configureadditional Aureum storage classes and data policies and to understand how to monitor Aureum seethe Aureum Administrator Guide

                          Define Outgoing Mail SettingsIn order for Aureum to send email notifications and provide lost password recovery you must tellAureum how to send email alerts

                          Important Configure outgoing email settings as soon as reasonably possible If you lose orforget your password Aureum cannot send reset instructions until you configure the emailsettings

                          1 Select EMAILER CONFIG from the SETUP WIZARD pane or from the Navigation menu select EMAILER

                          2 Type the email (SMTP) server to use when sending the emailThe email server must be accessible from Aureum

                          Install Aureum | 22

                          3 By default the system uses port 587 This is usually the right setting Only change the EMAILSERVER PORT if your organizations SMTP server requires it

                          4 Enter a valid user account and password that Aureum will use to send email from this server5 Optional SEND FROM is required only if your email server requires Transport Layer Security (TLS)

                          If this is the case type the SEND FROM email addressGenerally the recommended SEND FROM address is a working system administrator account

                          6 Click SAVE

                          Create a Client Registration UserThe Aureum client registration user and password allow client authentication at mount time

                          This allows you to create a custom account for authenticating client mounts

                          1 Click REGISTRATION2 Type a name for the user This will be the username that is authorized to type in the registration

                          password when an Aureum client is installed3 Type the client registration password This password is used to register the Aureum client for

                          authentication at mount time4 Click SAVE

                          Configure SecurityDefine define the level of security for client communication

                          1 Click SECURITY LEVEL2 Slide the controller to the level of security your data will use

                          3 Click ACCEPT

                          ConnectAn Aureum client mounts Aureum and allows access to folders and files Peaxy provides clientsoftware for Linux users and allows Windows users to access Aureum through a Windows share

                          The Linux-based client uses a FUSE component to remotely access Aureum services Almost all Linuxinstallations include FUSE so you should not need to do anything extra

                          The Aureum client has a small footprint A very limited set of memory and CPU cycles are needed toperform the client functions Also the Aureum client can be used concurrently with other clients forNFS and other network file systems

                          When you install the client the client drivers are added to the default system directories To accessthese directories use the mount command (more commonly known as mapping a drive in Windows)to mount the client to the directory

                          Install Aureum | 23

                          Mounting a client to an Aureum directory loads all the data structures necessary for the client tointeract with Aureum As the structures change Aureum updates them In order for a client to accessAureum all that is necessary is that the client know the IP address or URL to which the client willconnect and the client-Aureum registration password

                          Also available is the ability to join a Windows domain and create domain-authenticated users who canaccess different areas of Aureum

                          Linux Client-Aureum RegistrationThe minimum security level for Aureum is the authenticated mount To ensure that unauthorized usersdont gain access to data Peaxy provides an authenticated mount between Aureum Linux clients andAureum using certificates and registration

                          Note The process described in this section applies to Linux clients Windows domains userswith credentials from an Active Directory access Aureum through a Windows share

                          Security is always an important part of any system that provides data access especially when theaccess spans many users and locations Peaxy provides a registration process where the clientand server exchange certificates which are used to authenticate subsequent connections Theregistration provides a mutual authentication method between the client and Aureum allowing theclient access Only authenticated clients are allowed to mount Aureum Other clients cannot use thesame authentication as part of the certificate registration Aureum generates a client key pair that isunique to each client-Aureum connection

                          How It WorksThe AMS requires a dynamic registration at the initial mount time As part of the registration Aureumgenerates a key pair unique to each client This key pair is persistent so you do not need to re-register the client each time you mount Aureum

                          This initial registration is required the first time the client mounts Aureum and requires a specialregistration password that is unique to Aureum This password is entered by the Aureum administratorat the workstation on which the client is installed Subsequent client mounts use the client certificateissued during registration

                          Security LevelsAureum offers varying levels of security

                          The security level is visible on the Aureum card or list and is indicated in the SECURITY section by thenumber of total locks that are green Gray locks indicate how many additional security levels you canselect For example if there are four total locks and three are green your current security level is 3Message Integrity

                          bull Data Confidentiality all data in and out of Aureum is verified and encryptedbull Message Integrity message authentication codes verify message integritybull Kerberos Authentication use the Kerberos authentication protocol as the mechanism for

                          authentication between a client and a server or between one server and another serverbull Authenticated Mount use X509 certificates to mutually authenticate and validate all Aureum

                          clients and hyperservers in Aureum

                          Create an ExportCreate an export to allow Linux clients to mount and access Aureum

                          1 From the Navigation menu select SECURITY gt EXPORTS2 Type the export name3 In the EXPORT CONTENT IN field choose the data class to export

                          The IN DIRECTORY field automatically populates with the path specified by the chosen data classYou can extend this path but you cannot shorten it For example if the data class specifies the

                          Install Aureum | 24

                          engineeringsoftware directory you can extend this path to be engineeringsoftwareqa However youcannot shorten the path to be engineering

                          Note The system root data class specifies the root () directory You can extend this path inany way you choose The path must start with a slash and wildcards are not allowed

                          4 Optional Include a description to provide more information about the export5 Click CREATE6 To edit or delete an export click the corresponding entry in the list

                          bull To edit the export make the changes needed in the edit panel and click SAVE CHANGESbull To delete an export click the corresponding trash can icon ( ) and confirm the deletion

                          Install a Linux-based Aureum ClientYou install the Aureum client on physical hardware or on a workstation in the cloud Use the client tomount and access Aureum directories

                          Before installing the client make sure that your system meets the minimum requirements describedin the Requirements section of this document

                          Note Aureum uses FUSE in Direct IO mode for better performance The version of FUSErunning on older versions of CentOS Red Hat Enterprise Linux doesnt support mmap whenFUSE is being used this way This might cause some mmap functions such as ACCESS_WRITEMAP_SHARED and PROT_WRITE to fail You can use the mount flag --disable-direct-io-mode to disable Direct IO mode

                          If you choose to use Direct IO mmap will be disabled on CentOS56 and 57 since those versionsdont support mmap with direct IO Enabling this option will result in a significant performancedegradation on clients using this option Peaxy strongly recommends that you upgrade to a newerversion of Linux

                          Ensure FUSE and its dependencies have been installed on each client If it has not been installedinstall FUSE according to the instructions for the package you chose On CentOS for example installthis by typing

                          sudo yum -y install fusex86_64 fuse-develx86_64 fuse-libsx86_64

                          The version numbers for your installation may differ

                          If you have installed a version of the fuseko module that is not the Peaxy-specific version runadditional commands at the end of the installation process This prevents kernel-oops messages fromconsuming all of the space in the varspool directory These messages indicate a benign conditiondue to a Linux FUSE problem

                          Run the following commands

                          chkconfig --levels 2345 abrt-oops off service abrt-oops stop

                          Note The client installation sets the following values automatically

                          Parameter Value set to

                          netipv4tcp_tw_recycle 1

                          netipv4tcp_fin_timeout 2

                          netcorewmem_max 2097152

                          netcorermem_max 2097152

                          netcorewmem_default 2097152

                          netcorermem_default 2097152

                          Install Aureum | 25

                          1 Download the Aureum client file from the support section of the Peaxy website at wwwpeaxynetsupport (login is required)The file is downloaded as a targz package and contains an installer It has a name similar tohfclient-fuse-400ltbuildnumbergttargz

                          2 Unpack the distribution file by typing the following

                          tar -zxvf hfclient-fuse-400ltbuildnumbergttargz

                          You will see something like the following

                          hfclient-fuse-400hfclient-fuse-400setupshhfclient-fuse-400scriptshfclient-fuse-400scriptsupdatedbshhfclient-fuse-400scriptsc_rehashshhfclient-fuse-400scriptssysctlshhfclient-fuse-400scriptsunregshhfclient-fuse-400scriptsconfshhfclient-fuse-400binhfclient-fuse-400binfusehfCentOS-5xhfclient-fuse-400binfusehfhfclient-fuse-400confhfclient-fuse-400confhfconftgz

                          3 While logged in as root run setupsh installThe driver files are installed in the default system directories You will see something similar to thefollowing

                          sudo setupsh install

                          Installer for Peaxy Aureum Client version 40

                          Checking package contentsInstalling hf client binariesremoved `optpeaxy-40sbinfusehf`binfusehf -gt `optpeaxy-40sbinfusehfInstallation complete

                          Mount Aureum

                          Mount Aureum (Linux)After the client is installed use the mount command to mount Aureum

                          At a command prompt type

                          sudo mkdir -p ltmnt_pointgtsudo mount -t fusehf hfltmgmt_ipgt ltmnt_pointgt -o user=ltclient registration usernamegt

                          where ltmgmt_ipgt is the Aureum IP address for example 172161061 and ltmnt_pointgt is thedirectory that will serve as your local mount point for example mntpeaxy

                          If you omit -o user=ltclient_user_namegt you would be prompted for the password associatedwith the local admin account to complete the client registration Best practice is to always create aclient registration account and use that password

                          The first time you mount the client to Aureum you will be prompted for a registration passwordto allow client-Aureum authentication Type the client registration password Otherwise youradministrator must do this for you

                          Peaxy strongly recommends that you change the password often especially after typing the passwordfor a client registration

                          If you or your IT administrator have associated a DNS entry with the Aureum IP address you mightwant to use the DNS name as the name for your mount point

                          Install Aureum | 26

                          To configure the Aureum client to automatically mount on startup locate the etcfstab file andadd the line

                          hfltmgmt_ipgt ltmnt_pointgt fusehf defaults 0 0

                          where ltmgmt_ipgt is the Aureum IP address for example 172161061 and ltmnt_pointgt is the localmount point for example mntpeaxy

                          Note If you are running CentOS 7 change this line to add the _netdev flag as below

                          hfltmgmt_ipgt ltmnt_pointgt fusehf defaults_netdev 0 0

                          You can now use the Aureum client to access Aureum

                          Unregister a Linux Client from AureumYou can securely unregister an installed FUSE client from the Aureum system that it mounts

                          Removing the registration renders the client unable to access Aureum If you use the all option youwill need to perform a new registration setup before you can mount Aureum again

                          Unregistering a client is done by running the unregsh script Use the following procedure tounregister the client

                          1 On the workstation running the client open a command prompt2 Move to optpeaxybin the location of the script3 Run the script

                          bull Type sudo unregsh ltAureumgt to unregister the client from a specific Aureum systemReplace ltAureumgt with the Aureum system to unregister

                          bull Type sudo unregsh all to unregister the client from all Aureum systems on which theclient is registered

                          Note Peaxy strongly recommends using the all option before you decommission aclient workstation

                          Windows ConfigurationDomain users with credentials from an Active Directory can access Aureum through a share

                          After Aureum joins a domain it sets up network shares for chosen directories (including all containedsubdirectories) To domain users these shares look the same as any other folder that is accessible viathe network

                          Unlike an Aureum client which mounts to the root of the volume a share allows a user to exportsubdirectories for more granular access

                          Where to Find ItFrom the Navigation menu select SECURITY gt DOMAINS and SECURITY gt SHARES

                          Join a DomainBefore you can create a share you must join a Windows domain

                          You can pre-create a machine account in an Active Directory under a specified OU If you choose notto do so Aureum will try to add a computer account to the default location of ldquoComputersrdquo

                          Important If Aureum is already joined to a domain joining another domain will replace thejoin not add to it Aureum will only be joined to the most recently joined domain

                          1 From the Navigation menu select SECURITY gt DOMAINS2 Type the complete Windows domain to join for example engexamplecom3 Type the username with access to the domain The user must have the necessary permissions to

                          join Aureum to the domain4 Type the password associated with the username or access to modify an object in the OU if the

                          machine account was pre-created

                          Install Aureum | 27

                          5 In the NETBIOS NAME field set the Aureum computer account name you wish to be created in theActive Directory If Aureum is using a pre-created machine account in a specific OU then the nameyou specify here must match that name exactly

                          6 Click JOIN

                          After the domain has been joined the JOIN button changes to LEAVE To leave the domain clickLEAVE

                          Create a ShareCreate a share to allow Windows users to connect to Aureum

                          Before you can create a share you must join the appropriate domain

                          1 From the Navigation menu select SECURITY gt SHARES2 Type the name of the share3 In the SHARE CONTENT IN field choose the appropriate data class

                          The IN DIRECTORY field automatically populates with the path specified by the chosen data classYou can extend this path but you cannot shorten it For example if the data class specifies the engineeringsoftware directory you can extend this path to be engineeringsoftwareqa However youcannot shorten the path to be engineering

                          Note The system root data class specifies the root () directory You can extend this path inany way you choose The path must start with a slash and wildcards are not allowed

                          4 Optional Include a description to provide more information about the share5 Click CREATE

                          6 To edit or delete a share click the share to be modified

                          bull To edit the share make the changes needed in the edit panel and click SAVE CHANGESbull To delete the share click the trash can icon ( ) and confirm the deletion

                          Mount an Aureum Windows ShareDomain-authenticated users can mount and access Aureum directories using a share

                          After Aureum has been joined to a domain and the share has been created you can easily mount tothe share

                          The exact mount process is based on your workstation OS

                          Install Aureum | 28

                          If you do not already know it you can determine the mount point from Aureum by navigating to theJOIN DOMAIN page and using one of the listed public IP addresses as the mount point Include theshare name when mounting

                          Peaxy recommends that you take the list of public IP addresses and enter them into your DNS serverlisted under the Aureum NetBIOS name within the appropriate domain In cases where multipleaddresses are used the DNS server automatically round-robins the returned address This ensure thatclient connection load is distributed across the available nodes

                          As a Windows example to mount a drive letter to Aureum Type

                          net use ltdrive_lettergt ltpublic addressgtltshare namegt

                          where ltdrive_lettergt is the drive letter to assign to Aureum ltpublic_addressgt is the IP address usedto join the domain and ltshare_namegt is the share

                          You then log into the share using your domain-authenticated username and password For exampleMYDOMAINmyname

                          After mapping the drive access Aureum through Windows Explorer just like you would any otherdrive

                          If the share does not appear in the Windows Explorer after a change such as a system reboot occursrefresh the view using the Refresh icon ( ) The share should display correctly

                          You do not have to assign a share to a drive letter however In Windows Explorer type the public IPaddress and share name into the address bar Provide your username and password

                          POSIX ComplianceAureum provides a POSIX-compliant interface

                          Most of the Aureum interfaces are POSIX compliant and adhere to the IEEE standard The following isa list of exceptions to compliance

                          bull The directory nlink count is not incremented when a subdirectory is addedbull inode retention differs from the POSIX specification because there is no way to retain the original

                          inode number when a rename entails a move to a different device You can display the datahyperserver extent ID instead of the namespace hyperserver Node ID to the caller in the statfamily of calls This does not change when a file or directory is renamed It does change if the file ismigrated from one data hyperserver to another

                          bull If two mount points are held to the same Aureum and a file is closed on one Aureum does notremove a fcntl lock for the same file on another This is a variance on the way that NFS worksThe internal locking structures take into account the client ID which varies depending on the clientmount If there are two different mounts to a server Aureum treats them as separate machineswhich NFS does not

                          bull The file locking call flock() is emulated using POSIX byte range locks (fcntl() ) The POSIXcompliance specification does not cover flock() This implementation mirrors the behavior ofNFS The Aureum behavior is slightly different and varies from the POSIX specification as follows

                          1 As in NFS you must have write permissions to get a write lock2 As in NFS you cannot place both flock() and fcntl() locks on the same file as these locks

                          will conflict3 An flock() will not inherit across forks4 The flock() will be durable against other file closes but fcntl() locks will not behave within

                          the POSIX specification5 As well as being removed by an explicit f_unlock record locks are automatically released

                          when the process terminates or if it closes any file descriptor referring to a file on which locksare held This means that a process can lose the locks on a file like etcpasswd or etcmtab if a library function opens reads and closes it

                          Information and ResourcesThe latest news and information can always be found on the Peaxy website

                          Peaxy provides documents that are designed for different audiences These documents furnish acomprehensive explanation of Aureum and how to use it Additionally information is available fromtooltips Each field has a tooltip that adds explanations and any limitations for the item

                          The most current and accurate information available was included at the time this document wasprepared However changes may occur after the document is released Always read the ReleaseNotes for the most current information

                          Aureum Installation GuideA step-by-step guide to installing and configuring Aureum into your network

                          Aureum Administrator GuideA guide to understanding the Aureum architecture Provides details for planning configuring andmonitoring your implementation

                          Quickstart SeriesA series of two-page guides providing an abbreviated set of instructions for Aureum tasks Theycan be taken in order or used as reminders for individual tasks

                          Tech NotesSome technical issues are outside the scope of the regular documentation These are presented asTechnical Notes

                          Contact Peaxy9 am to 5 pm Pacific Standard Time

                          Main +1 (408) 441-6500

                          Support +1 (408) 763-3700

                          By phone

                          Support toll free US only +1 (844) 277-3299

                          General information infopeaxynet

                          Sales salespeaxynet

                          Support supportpeaxynet

                          By email

                          Documentation feedback feedbackpeaxynet

                          Online wwwpeaxynetsupport (login required)

                          Peaxy Inc

                          2380 Bering Dr

                          By mail

                          San Jose CA 95131 USA

                          LegalPeaxyreg and Aureumtrade are registered trademarks of Peaxy Inc

                          All other trademarks belong to their respective companies

                          CopyrightsThis document is copyright copy 2016 Peaxy Inc

                          Aureum software includes portions of the following

                          bull Amazon Web Services (AWS) Java SDK httpsawsamazoncomsdk-for-java and httpawsamazoncomapache-2-0

                          bull Apache License Version 20 January 2004bull BEOPEN PYTHON OPEN SOURCE LICENSE AGREEMENT VERSION 1bull BSD 3bull crc32 routine COPYRIGHT copy 1986 Gary S Brownbull Element Tree used under the Python licensebull Erlang Public License (EPL) a derivative work of the Mozilla Public License Now provided under

                          the Apache 20 licensebull GoogleAuth httpsgithubcomwstrangeGoogleAuthbull GNU Lesser General Public License Version 3 Copyright copy 2007 Free Software Foundation Inc

                          and GNU Lesser General Public License Version 21 Copyright copy 1999 Free Software FoundationInc

                          bull Samba is Free Software licensed under the GNU General Public License httpswwwsambaorgsambadocsGPLhtml the Samba project is a member of the Software Freedom Conservancy

                          bull JSON-C Copyright (c) 2009-2012 Eric Haszlakiewicz and Copyright (c) 2004-2005 MetaparadigmPte Ltd

                          bull Kerberos Copyright copy 1985-2009 now under the MIT 2 licensebull libcurl Copyright (c) 1996 - 2015 Daniel Stenbergdanielhaxxsebull lshow used under the GPL licensebull MIT (X11) Copyright copy 2007-2015bull RIAK Creative Commons (httpcreativecommonsorg licensesby30)bull Goldrush Copyright copy 2012 Magnus Klaarbull Meld Under ZPL licensebull NSIS (Nullsoft Scriptable Install System) copy 1999-2013bull OpenSSL License Copyright (c) 1998-2016 The OpenSSL Project and Original SSLeay License

                          Copyright (c) 1995-1998 Eric Youngbull Protobuf Copyright 2008 Google Inc now under the BSD 3 licensebull Setup Tools (setuptools-06c11) Under ZPL licensebull Sodium crypto library (libsodium) ISC license Copyright (c) 2013-2015 Frank Denisbull Solr the Apache Lucene project Copyright copy 2010 The Apache Software Foundationbull TCL Copyright copy Regents of the University of California Sun Microsystems Inc Scriptics

                          Corporation and other partiesbull The Apache Lucene project Copyright copy 2010 The Apache Software Foundationbull The Apache Tika project Copyright copy The Apache Software Foundationbull VirtualBox Copyright copy 2007 Oracle Corp as part of the GNU GPL V2 Licensebull YAWS Copyright copy 2006 Claes Wikstrom now under the BSD licensebull Apache zookeeper Under the Apache 2 license

                          Index | 35

                          Index

                          bdl license file 18

                          img 12

                          MD5 12

                          zip 12

                          A

                          access directories 24Active Directory 26add

                          resources 19servers 19

                          Admin 17administrator 17AMS 12 14 15 16Aureum IP address 11Aureum Manager 6 12 14Aureum name 18Aureum overview 5average file size 18

                          B

                          beacon turning on or off 19BIOS 15bonding network interface 19bootable USB 12 14browser 15button color 17

                          C

                          capacity 10 19CentOS 10checksum 12client registration 22clients 22configuration 11configure email 21connect 22contact 31create

                          export 23share 27

                          create Aureum 15create storage class 20

                          D

                          dedicated capacity 20dedicated nodes 5default storage class 20directory access 24discover resources 12 14 19discovery state Aureum nodes 12 14disk space required 10DNS server 11DNS servers 18documentation 31domain-authenticated user

                          domain 27

                          domain-authentication 22domain suffix 11download images 14

                          E

                          editsecurity level 22

                          emailer settings 21Ethernet

                          interface 10switch 10

                          exportCIFS 23create an export 23

                          F

                          files needed 12 14firewall 12flexible capacity 20flock 29FUSE 10

                          G

                          gateway 11 18

                          H

                          hardware requirements 10how to reach Peaxy 31

                          I

                          image copier 12 14import a license 18initial configuration 18inode retention 29install

                          client 24Linux client 24

                          introduction 5iptables 16

                          J

                          javarequired version 12 14

                          javaw 14

                          K

                          Kerberos 22 22 23

                          L

                          legal 33levels of security 23license files 18licenses 18

                          Index | 36

                          Linux client install 24localhost 15location 18

                          M

                          maintenance agreement 18management IP 15mapping 22mount Aureum 24 27mounting 22 22

                          N

                          namespace 18Navigation menu

                          configuration 11security 22

                          netBIOS 22NIC 19NTP server 11 18

                          O

                          outgoing email 21overview

                          architecture 6Aureum building blocks 6components 6

                          P

                          password 17password limitations 17ports 12POSIX compliance 29primary domain 18primary domain suffix 11

                          R

                          RAM requirements 10realms 22reboot 12 14recommended configuration 10Red Hat Enterprise Linux 10replication factor 11 18 20resources

                          needed 10run setup 16

                          S

                          samsp 12 14 16security 22 23security levels

                          security 22 23select the license 18SElinux 16sestatus 16set performance levels 20settings 11setup 16share

                          CIFS 27

                          create a share 27Share 26SMTP 17 21software files 14space needed 10storage class creating default 20subnet mask 11Support hours 31

                          T

                          tar ball 24time server 18time zone 11 18

                          U

                          USB 15USB stick 10 12 14user account 17

                          V

                          virtualization 6 15

                          W

                          what youll need 11Windows

                          domain 26join a domain 26share 27

                          Windows client 10

                          Y

                          yum 24

                          • Contents
                          • Introduction
                            • How Aureum Works
                              • Install Aureum
                                • Resource Requirements
                                • Aureum Configuration Settings
                                • Port Requirements and Firewall Settings
                                • Prepare Aureum Installation Resources (Linux)
                                • Prepare Aureum Installation Resources (Windows)
                                • Install the Software
                                • Continue the Installation
                                • Create an Admin Account
                                • Import an Aureum License
                                • Provide Aureum Information
                                • Add Resources
                                • Create a Default Storage Class
                                • Define Outgoing Mail Settings
                                • Create a Client Registration User
                                • Configure Security
                                • Connect
                                  • Linux Client-Aureum Registration
                                  • Security Levels
                                  • Create an Export
                                  • Install a Linux-based Aureum Client
                                    • Mount Aureum (Linux)
                                    • Unregister a Linux Client from Aureum
                                      • Windows Configuration
                                        • Join a Domain
                                        • Create a Share
                                        • Mount an Aureum Windows Share
                                          • POSIX Compliance
                                          • Information and Resources
                                          • Index

                            Install Aureum | 17

                            You should see something similar to the following

                            Launching Management Server Platform version 400rootOpen your browser and enter the URL httpslocalhost to continueDo not terminate samsp it is required to complete cluster configurationYou can view tmpsamsp-40010872logmsplog for detailed progress activity

                            Important Do not terminate samsp because it is needed to complete clusterconfiguration

                            4 Open a browser and type

                            httpslocalhost If you are running the browser on the same workstation running the stand alone MSP orhttpsltip addressgt IP address of the workstation running the standalone MSP

                            This launches the Peaxy Management Tool If prompted accept the self-signed Peaxy certificate

                            After the initial setup is complete the IP address changes in the browser address bar This isexpected and correct behavior Now the installation portion of the AMS exits and the integratedAureum manager becomes active

                            In the next step the Aureum manager guides you through the initial configuration process

                            Create an Admin AccountThe first step in configuring a new Aureum system is to supply the details for the Admin account Afterthe installation process is complete and Aureum is up and running the Admin account is used to loginto the Aureum web UI (PMT) to perform additional administration tasks such as creating other useraccounts and a client registration password

                            Important The Admin account has access to critical areas of Aureum Ensure that the Adminaccount is secure

                            1 Type an email address for the accountThe AMS verifies that the email address is formatted correctly but does not check the validity ofthe email address itself This is the email address to which emails are sent

                            Note When setting the outgoing mailer settings the use of a customized email addressis highly dependent on the mail server While it might be possible to use a custom emailSEND FROM address many mail servers (such as Gmail) do not allow sending email usinganything other than the registered user account name

                            2 Type a user name for the accountThe user name must be between 3 and 32 characters and can contain letters numbers dots ()and at signs ()

                            3 Type a password to be associated with the user name in the previous stepPasswords are case sensitive and should be secure Best practice shows that you should changepasswords regularly

                            4 Confirm the password by retyping the password exactly as you entered it aboveWhen all of the fields are complete and have the correct format the SUBMIT button turns fromgray to blue

                            5 Click SUBMIT

                            The user account information is now created and stored

                            Important Set up the outgoing emailer settings as soon as possible after completinginstallation of Aureum If you forget or lose your password Aureum cannot send you a newone until the outgoing email is configured

                            Install Aureum | 18

                            The next step is to import the Aureum license

                            Import an Aureum LicenseImporting the license for an Aureum instance activates the Peaxy software License types are assignedto the Admin account that you created at the beginning of the installation

                            Before you create an Aureum system make sure that you have received your license from Peaxy andthat the license details are correct

                            Each time you create an Aureum instance you must import a license

                            1 Select the license to import or drag it onto the files areaThe license is a bdl file that contains all of the files needed to install the license

                            2 Click IMPORT3 The system installs the license and continues to the next step

                            Provide Aureum InformationDefining a few basic configuration items is the first step in setting up Aureum

                            During the first steps of the initial configuration you provide the basic information needed to createAureum its components and the namespace details

                            1 Enter the Network settingsa) Enter the gateway addressb) Enter the subnet maskc) Enter the primary DNS domain suffix and up to three DNS server addresses

                            DNS servers must be entered as IP addresses Each DNS server is on a separate line2 Enter the General settings

                            a) Enter a name for this Aureum instanceNames can be up to 14 characters and can contain letters numbers dashes and underscores

                            b) Optional Enter a location for the Aureum system for example ldquodatacenterrdquo or ldquoPhoenixofficerdquo

                            c) Enter the Aureum IP addressd) Optional Enter up to three NTP servers

                            Including an NTP server ensures that the time stamp for Aureum is always correcte) Select the time zone to use from the drop-down menu

                            This ensures that all nodes in Aureum use the same time zone3 Define the Namespace settings

                            Install Aureum | 19

                            a) Select the average file size that you expect Aureum to containYour expected average file size selection is used by Aureum to determine the most efficientdistribution of hyperservers Aureum uses the selection you make here to determine theestimated ratio of namespace hyperservers to data hyperservers

                            b) Set the default namespace replication factor from 2 to 4The namespace replication factor is the number of replicas that Aureum creates for thenamespace

                            4 Click CONTINUE

                            Add resources to Aureum You can also click CANCEL to cancel the installation

                            Add ResourcesResources refer to the physical servers that will make up Aureum These can be any commodity serversuch as a 1U or 2U server with any number and size of disks These resources are used to build thenamespace and data hyperservers that form the heart of a running Aureum system

                            Note After a resource has been added Aureum claims the complete resource Unusedportions of a resource are designated as spares and are used in case of a failure or expansion

                            1 The system locates all physical servers that have been booted using USB sticks and are currently indiscovery stateYou will see a list of the servers available for inclusion Use the filter to narrow your search by servername

                            2 Select the servers to add to Aureum

                            Servers scheduled for selection have a check mark to the left Select the box beside SERVER NAMEto select all servers in the list

                            3 Enter the required number of IP addresses or an IP range The number of IP addresses neededappears above the IP ADDRESSES entry box

                            The system determines the number of IP addresses needed to ensure that all Aureum componentscan communicate receiving requests and returning responses Addresses can be individual IPaddresses (xxxxxxxxxxxx) an IP address range (xxxxxxxxx - xxx) or an IP address with a wildcard(xxxxxxxxx) Separate the IP addresses with a space comma or newline

                            Install Aureum | 20

                            Aureum only supports IPv4 (the dotted quad format) For example

                            192168100419216810015-2019216873

                            4 Define the roles of the serversClick the ROLES column entry for a server and configure the servers to support either data accessor search (SolrCloud) While it is possible to configure a server to support both data access andsearch this setting is not recommended for a production deployment

                            Note Aureum 40 supports SolrCloud clusters with one or three nodes Aureum 40 doesnot support SolrCloud clusters with either two nodes or more than three nodes

                            5 Define the bonding for the network port cardsYou should see the same speed for all of the network interfaces (NICs) on this server Use the list ofall NICs that are bonded with the interfaces on this server to form your decision Inactive NICs arenoted as sucha) Click the ETHERNET column entry for the server whose bonding to configure

                            If the column text is red some interfaces are not bonded to the server If the text is blue allavailable interfaces are bonded

                            b) Place a check mark next to all of the interfaces to bond to this server Remove the check markfor those interfaces you do not want included in the bond

                            6 Optional Toggle the server beacon on or offBeacon signals guide you to the server in question This is often used when troubleshooting tolocate a specific server in a large group of servers

                            7 Click CONTINUEWait for the installation wizard to verify that the IP addresses you entered are valid and can beused The system assigns the IP addresses and sets the state to Pending

                            8 Click START INSTALLATIONThe button changes from START INSTALLATION to INSTALLATION IN PROGRESS The systemassigns the resources to Aureum and determines the necessary number of dedicated nodesneeded for the configuration The progress is displayed but you can also use the Log link to followindividual progress If some of the servers are not yet ready wait a few moments and retry

                            The installation process will take some time typically 10 to 20 minutes When complete the IPaddress in the browser will switch from the local IP of your workstation to the Aureum IP addressthat was entered earlier This signals the transition from the AMS you launched earlier (samsp) to theintegrated PMT that is now running on Aureum

                            The next step is to create a default storage class

                            Create a Default Storage ClassA storage class groups and manages data hyperservers with similar replication factors capabilitiesand performance configuration

                            You must configure at least one storage class to use as the default during the initial Aureumconfiguration You can create more storage classes at any time as long as you have the resourcesnecessary

                            1 You are presented with the create Initial Storage Class option2 Enter the required information to create the storage class

                            a) Type a name for the storage classClass names can be up to 14 text characters

                            b) Define the performance levelPerformance levels based on throughput and seek time Select the paired setting that is best foryour expected usage For the widest option select ldquoAnyrdquo

                            c) Set the replication factor

                            Install Aureum | 21

                            Remember all hyperservers assigned to this storage class will use these settings

                            Note You must include at least the same number of resources to create the specifiedreplication factor For example you cannot have a replication factor of three in anAureum system with only two servers

                            Because each replication requires some amount of storage the replication factor selectedaffects the amount of total storage available

                            Tip The Aureum data space is partitioned through all the data-capable hyperserversEach hyperserver can be configured to offer a specified replication factor This lets youstore vital data with high redundancy while more transient data can skip replication inorder to optimize storage and performance costs

                            d) Optional Enable flexible space allocationEnabling flexible storage space allows the members of the storage class to consume thecapacity needed When more storage space is needed more is allocated automaticallyregardless of the initial allocation Peaxy recommends this option for general use Some casesmight have different needs

                            e) Optional To make this the default storage class select YESAll data that does not meet the conditions in a specific data policy will be stored on the defaultstorage class (See data policies in the Aureum Administrator Guide)

                            3 Click CREATE STORAGE CLASS4 To complete the initial installation and configuration click FINALIZE AUREUM then click YES to

                            confirm the configuration is correct

                            Important After you click FINALIZE you must wait for the health indicator on the Aureumcard or list turn green before using Aureum

                            The Aureum installation is complete and the PMT shows the main Aureum window To configureadditional Aureum storage classes and data policies and to understand how to monitor Aureum seethe Aureum Administrator Guide

                            Define Outgoing Mail SettingsIn order for Aureum to send email notifications and provide lost password recovery you must tellAureum how to send email alerts

                            Important Configure outgoing email settings as soon as reasonably possible If you lose orforget your password Aureum cannot send reset instructions until you configure the emailsettings

                            1 Select EMAILER CONFIG from the SETUP WIZARD pane or from the Navigation menu select EMAILER

                            2 Type the email (SMTP) server to use when sending the emailThe email server must be accessible from Aureum

                            Install Aureum | 22

                            3 By default the system uses port 587 This is usually the right setting Only change the EMAILSERVER PORT if your organizations SMTP server requires it

                            4 Enter a valid user account and password that Aureum will use to send email from this server5 Optional SEND FROM is required only if your email server requires Transport Layer Security (TLS)

                            If this is the case type the SEND FROM email addressGenerally the recommended SEND FROM address is a working system administrator account

                            6 Click SAVE

                            Create a Client Registration UserThe Aureum client registration user and password allow client authentication at mount time

                            This allows you to create a custom account for authenticating client mounts

                            1 Click REGISTRATION2 Type a name for the user This will be the username that is authorized to type in the registration

                            password when an Aureum client is installed3 Type the client registration password This password is used to register the Aureum client for

                            authentication at mount time4 Click SAVE

                            Configure SecurityDefine define the level of security for client communication

                            1 Click SECURITY LEVEL2 Slide the controller to the level of security your data will use

                            3 Click ACCEPT

                            ConnectAn Aureum client mounts Aureum and allows access to folders and files Peaxy provides clientsoftware for Linux users and allows Windows users to access Aureum through a Windows share

                            The Linux-based client uses a FUSE component to remotely access Aureum services Almost all Linuxinstallations include FUSE so you should not need to do anything extra

                            The Aureum client has a small footprint A very limited set of memory and CPU cycles are needed toperform the client functions Also the Aureum client can be used concurrently with other clients forNFS and other network file systems

                            When you install the client the client drivers are added to the default system directories To accessthese directories use the mount command (more commonly known as mapping a drive in Windows)to mount the client to the directory

                            Install Aureum | 23

                            Mounting a client to an Aureum directory loads all the data structures necessary for the client tointeract with Aureum As the structures change Aureum updates them In order for a client to accessAureum all that is necessary is that the client know the IP address or URL to which the client willconnect and the client-Aureum registration password

                            Also available is the ability to join a Windows domain and create domain-authenticated users who canaccess different areas of Aureum

                            Linux Client-Aureum RegistrationThe minimum security level for Aureum is the authenticated mount To ensure that unauthorized usersdont gain access to data Peaxy provides an authenticated mount between Aureum Linux clients andAureum using certificates and registration

                            Note The process described in this section applies to Linux clients Windows domains userswith credentials from an Active Directory access Aureum through a Windows share

                            Security is always an important part of any system that provides data access especially when theaccess spans many users and locations Peaxy provides a registration process where the clientand server exchange certificates which are used to authenticate subsequent connections Theregistration provides a mutual authentication method between the client and Aureum allowing theclient access Only authenticated clients are allowed to mount Aureum Other clients cannot use thesame authentication as part of the certificate registration Aureum generates a client key pair that isunique to each client-Aureum connection

                            How It WorksThe AMS requires a dynamic registration at the initial mount time As part of the registration Aureumgenerates a key pair unique to each client This key pair is persistent so you do not need to re-register the client each time you mount Aureum

                            This initial registration is required the first time the client mounts Aureum and requires a specialregistration password that is unique to Aureum This password is entered by the Aureum administratorat the workstation on which the client is installed Subsequent client mounts use the client certificateissued during registration

                            Security LevelsAureum offers varying levels of security

                            The security level is visible on the Aureum card or list and is indicated in the SECURITY section by thenumber of total locks that are green Gray locks indicate how many additional security levels you canselect For example if there are four total locks and three are green your current security level is 3Message Integrity

                            bull Data Confidentiality all data in and out of Aureum is verified and encryptedbull Message Integrity message authentication codes verify message integritybull Kerberos Authentication use the Kerberos authentication protocol as the mechanism for

                            authentication between a client and a server or between one server and another serverbull Authenticated Mount use X509 certificates to mutually authenticate and validate all Aureum

                            clients and hyperservers in Aureum

                            Create an ExportCreate an export to allow Linux clients to mount and access Aureum

                            1 From the Navigation menu select SECURITY gt EXPORTS2 Type the export name3 In the EXPORT CONTENT IN field choose the data class to export

                            The IN DIRECTORY field automatically populates with the path specified by the chosen data classYou can extend this path but you cannot shorten it For example if the data class specifies the

                            Install Aureum | 24

                            engineeringsoftware directory you can extend this path to be engineeringsoftwareqa However youcannot shorten the path to be engineering

                            Note The system root data class specifies the root () directory You can extend this path inany way you choose The path must start with a slash and wildcards are not allowed

                            4 Optional Include a description to provide more information about the export5 Click CREATE6 To edit or delete an export click the corresponding entry in the list

                            bull To edit the export make the changes needed in the edit panel and click SAVE CHANGESbull To delete an export click the corresponding trash can icon ( ) and confirm the deletion

                            Install a Linux-based Aureum ClientYou install the Aureum client on physical hardware or on a workstation in the cloud Use the client tomount and access Aureum directories

                            Before installing the client make sure that your system meets the minimum requirements describedin the Requirements section of this document

                            Note Aureum uses FUSE in Direct IO mode for better performance The version of FUSErunning on older versions of CentOS Red Hat Enterprise Linux doesnt support mmap whenFUSE is being used this way This might cause some mmap functions such as ACCESS_WRITEMAP_SHARED and PROT_WRITE to fail You can use the mount flag --disable-direct-io-mode to disable Direct IO mode

                            If you choose to use Direct IO mmap will be disabled on CentOS56 and 57 since those versionsdont support mmap with direct IO Enabling this option will result in a significant performancedegradation on clients using this option Peaxy strongly recommends that you upgrade to a newerversion of Linux

                            Ensure FUSE and its dependencies have been installed on each client If it has not been installedinstall FUSE according to the instructions for the package you chose On CentOS for example installthis by typing

                            sudo yum -y install fusex86_64 fuse-develx86_64 fuse-libsx86_64

                            The version numbers for your installation may differ

                            If you have installed a version of the fuseko module that is not the Peaxy-specific version runadditional commands at the end of the installation process This prevents kernel-oops messages fromconsuming all of the space in the varspool directory These messages indicate a benign conditiondue to a Linux FUSE problem

                            Run the following commands

                            chkconfig --levels 2345 abrt-oops off service abrt-oops stop

                            Note The client installation sets the following values automatically

                            Parameter Value set to

                            netipv4tcp_tw_recycle 1

                            netipv4tcp_fin_timeout 2

                            netcorewmem_max 2097152

                            netcorermem_max 2097152

                            netcorewmem_default 2097152

                            netcorermem_default 2097152

                            Install Aureum | 25

                            1 Download the Aureum client file from the support section of the Peaxy website at wwwpeaxynetsupport (login is required)The file is downloaded as a targz package and contains an installer It has a name similar tohfclient-fuse-400ltbuildnumbergttargz

                            2 Unpack the distribution file by typing the following

                            tar -zxvf hfclient-fuse-400ltbuildnumbergttargz

                            You will see something like the following

                            hfclient-fuse-400hfclient-fuse-400setupshhfclient-fuse-400scriptshfclient-fuse-400scriptsupdatedbshhfclient-fuse-400scriptsc_rehashshhfclient-fuse-400scriptssysctlshhfclient-fuse-400scriptsunregshhfclient-fuse-400scriptsconfshhfclient-fuse-400binhfclient-fuse-400binfusehfCentOS-5xhfclient-fuse-400binfusehfhfclient-fuse-400confhfclient-fuse-400confhfconftgz

                            3 While logged in as root run setupsh installThe driver files are installed in the default system directories You will see something similar to thefollowing

                            sudo setupsh install

                            Installer for Peaxy Aureum Client version 40

                            Checking package contentsInstalling hf client binariesremoved `optpeaxy-40sbinfusehf`binfusehf -gt `optpeaxy-40sbinfusehfInstallation complete

                            Mount Aureum

                            Mount Aureum (Linux)After the client is installed use the mount command to mount Aureum

                            At a command prompt type

                            sudo mkdir -p ltmnt_pointgtsudo mount -t fusehf hfltmgmt_ipgt ltmnt_pointgt -o user=ltclient registration usernamegt

                            where ltmgmt_ipgt is the Aureum IP address for example 172161061 and ltmnt_pointgt is thedirectory that will serve as your local mount point for example mntpeaxy

                            If you omit -o user=ltclient_user_namegt you would be prompted for the password associatedwith the local admin account to complete the client registration Best practice is to always create aclient registration account and use that password

                            The first time you mount the client to Aureum you will be prompted for a registration passwordto allow client-Aureum authentication Type the client registration password Otherwise youradministrator must do this for you

                            Peaxy strongly recommends that you change the password often especially after typing the passwordfor a client registration

                            If you or your IT administrator have associated a DNS entry with the Aureum IP address you mightwant to use the DNS name as the name for your mount point

                            Install Aureum | 26

                            To configure the Aureum client to automatically mount on startup locate the etcfstab file andadd the line

                            hfltmgmt_ipgt ltmnt_pointgt fusehf defaults 0 0

                            where ltmgmt_ipgt is the Aureum IP address for example 172161061 and ltmnt_pointgt is the localmount point for example mntpeaxy

                            Note If you are running CentOS 7 change this line to add the _netdev flag as below

                            hfltmgmt_ipgt ltmnt_pointgt fusehf defaults_netdev 0 0

                            You can now use the Aureum client to access Aureum

                            Unregister a Linux Client from AureumYou can securely unregister an installed FUSE client from the Aureum system that it mounts

                            Removing the registration renders the client unable to access Aureum If you use the all option youwill need to perform a new registration setup before you can mount Aureum again

                            Unregistering a client is done by running the unregsh script Use the following procedure tounregister the client

                            1 On the workstation running the client open a command prompt2 Move to optpeaxybin the location of the script3 Run the script

                            bull Type sudo unregsh ltAureumgt to unregister the client from a specific Aureum systemReplace ltAureumgt with the Aureum system to unregister

                            bull Type sudo unregsh all to unregister the client from all Aureum systems on which theclient is registered

                            Note Peaxy strongly recommends using the all option before you decommission aclient workstation

                            Windows ConfigurationDomain users with credentials from an Active Directory can access Aureum through a share

                            After Aureum joins a domain it sets up network shares for chosen directories (including all containedsubdirectories) To domain users these shares look the same as any other folder that is accessible viathe network

                            Unlike an Aureum client which mounts to the root of the volume a share allows a user to exportsubdirectories for more granular access

                            Where to Find ItFrom the Navigation menu select SECURITY gt DOMAINS and SECURITY gt SHARES

                            Join a DomainBefore you can create a share you must join a Windows domain

                            You can pre-create a machine account in an Active Directory under a specified OU If you choose notto do so Aureum will try to add a computer account to the default location of ldquoComputersrdquo

                            Important If Aureum is already joined to a domain joining another domain will replace thejoin not add to it Aureum will only be joined to the most recently joined domain

                            1 From the Navigation menu select SECURITY gt DOMAINS2 Type the complete Windows domain to join for example engexamplecom3 Type the username with access to the domain The user must have the necessary permissions to

                            join Aureum to the domain4 Type the password associated with the username or access to modify an object in the OU if the

                            machine account was pre-created

                            Install Aureum | 27

                            5 In the NETBIOS NAME field set the Aureum computer account name you wish to be created in theActive Directory If Aureum is using a pre-created machine account in a specific OU then the nameyou specify here must match that name exactly

                            6 Click JOIN

                            After the domain has been joined the JOIN button changes to LEAVE To leave the domain clickLEAVE

                            Create a ShareCreate a share to allow Windows users to connect to Aureum

                            Before you can create a share you must join the appropriate domain

                            1 From the Navigation menu select SECURITY gt SHARES2 Type the name of the share3 In the SHARE CONTENT IN field choose the appropriate data class

                            The IN DIRECTORY field automatically populates with the path specified by the chosen data classYou can extend this path but you cannot shorten it For example if the data class specifies the engineeringsoftware directory you can extend this path to be engineeringsoftwareqa However youcannot shorten the path to be engineering

                            Note The system root data class specifies the root () directory You can extend this path inany way you choose The path must start with a slash and wildcards are not allowed

                            4 Optional Include a description to provide more information about the share5 Click CREATE

                            6 To edit or delete a share click the share to be modified

                            bull To edit the share make the changes needed in the edit panel and click SAVE CHANGESbull To delete the share click the trash can icon ( ) and confirm the deletion

                            Mount an Aureum Windows ShareDomain-authenticated users can mount and access Aureum directories using a share

                            After Aureum has been joined to a domain and the share has been created you can easily mount tothe share

                            The exact mount process is based on your workstation OS

                            Install Aureum | 28

                            If you do not already know it you can determine the mount point from Aureum by navigating to theJOIN DOMAIN page and using one of the listed public IP addresses as the mount point Include theshare name when mounting

                            Peaxy recommends that you take the list of public IP addresses and enter them into your DNS serverlisted under the Aureum NetBIOS name within the appropriate domain In cases where multipleaddresses are used the DNS server automatically round-robins the returned address This ensure thatclient connection load is distributed across the available nodes

                            As a Windows example to mount a drive letter to Aureum Type

                            net use ltdrive_lettergt ltpublic addressgtltshare namegt

                            where ltdrive_lettergt is the drive letter to assign to Aureum ltpublic_addressgt is the IP address usedto join the domain and ltshare_namegt is the share

                            You then log into the share using your domain-authenticated username and password For exampleMYDOMAINmyname

                            After mapping the drive access Aureum through Windows Explorer just like you would any otherdrive

                            If the share does not appear in the Windows Explorer after a change such as a system reboot occursrefresh the view using the Refresh icon ( ) The share should display correctly

                            You do not have to assign a share to a drive letter however In Windows Explorer type the public IPaddress and share name into the address bar Provide your username and password

                            POSIX ComplianceAureum provides a POSIX-compliant interface

                            Most of the Aureum interfaces are POSIX compliant and adhere to the IEEE standard The following isa list of exceptions to compliance

                            bull The directory nlink count is not incremented when a subdirectory is addedbull inode retention differs from the POSIX specification because there is no way to retain the original

                            inode number when a rename entails a move to a different device You can display the datahyperserver extent ID instead of the namespace hyperserver Node ID to the caller in the statfamily of calls This does not change when a file or directory is renamed It does change if the file ismigrated from one data hyperserver to another

                            bull If two mount points are held to the same Aureum and a file is closed on one Aureum does notremove a fcntl lock for the same file on another This is a variance on the way that NFS worksThe internal locking structures take into account the client ID which varies depending on the clientmount If there are two different mounts to a server Aureum treats them as separate machineswhich NFS does not

                            bull The file locking call flock() is emulated using POSIX byte range locks (fcntl() ) The POSIXcompliance specification does not cover flock() This implementation mirrors the behavior ofNFS The Aureum behavior is slightly different and varies from the POSIX specification as follows

                            1 As in NFS you must have write permissions to get a write lock2 As in NFS you cannot place both flock() and fcntl() locks on the same file as these locks

                            will conflict3 An flock() will not inherit across forks4 The flock() will be durable against other file closes but fcntl() locks will not behave within

                            the POSIX specification5 As well as being removed by an explicit f_unlock record locks are automatically released

                            when the process terminates or if it closes any file descriptor referring to a file on which locksare held This means that a process can lose the locks on a file like etcpasswd or etcmtab if a library function opens reads and closes it

                            Information and ResourcesThe latest news and information can always be found on the Peaxy website

                            Peaxy provides documents that are designed for different audiences These documents furnish acomprehensive explanation of Aureum and how to use it Additionally information is available fromtooltips Each field has a tooltip that adds explanations and any limitations for the item

                            The most current and accurate information available was included at the time this document wasprepared However changes may occur after the document is released Always read the ReleaseNotes for the most current information

                            Aureum Installation GuideA step-by-step guide to installing and configuring Aureum into your network

                            Aureum Administrator GuideA guide to understanding the Aureum architecture Provides details for planning configuring andmonitoring your implementation

                            Quickstart SeriesA series of two-page guides providing an abbreviated set of instructions for Aureum tasks Theycan be taken in order or used as reminders for individual tasks

                            Tech NotesSome technical issues are outside the scope of the regular documentation These are presented asTechnical Notes

                            Contact Peaxy9 am to 5 pm Pacific Standard Time

                            Main +1 (408) 441-6500

                            Support +1 (408) 763-3700

                            By phone

                            Support toll free US only +1 (844) 277-3299

                            General information infopeaxynet

                            Sales salespeaxynet

                            Support supportpeaxynet

                            By email

                            Documentation feedback feedbackpeaxynet

                            Online wwwpeaxynetsupport (login required)

                            Peaxy Inc

                            2380 Bering Dr

                            By mail

                            San Jose CA 95131 USA

                            LegalPeaxyreg and Aureumtrade are registered trademarks of Peaxy Inc

                            All other trademarks belong to their respective companies

                            CopyrightsThis document is copyright copy 2016 Peaxy Inc

                            Aureum software includes portions of the following

                            bull Amazon Web Services (AWS) Java SDK httpsawsamazoncomsdk-for-java and httpawsamazoncomapache-2-0

                            bull Apache License Version 20 January 2004bull BEOPEN PYTHON OPEN SOURCE LICENSE AGREEMENT VERSION 1bull BSD 3bull crc32 routine COPYRIGHT copy 1986 Gary S Brownbull Element Tree used under the Python licensebull Erlang Public License (EPL) a derivative work of the Mozilla Public License Now provided under

                            the Apache 20 licensebull GoogleAuth httpsgithubcomwstrangeGoogleAuthbull GNU Lesser General Public License Version 3 Copyright copy 2007 Free Software Foundation Inc

                            and GNU Lesser General Public License Version 21 Copyright copy 1999 Free Software FoundationInc

                            bull Samba is Free Software licensed under the GNU General Public License httpswwwsambaorgsambadocsGPLhtml the Samba project is a member of the Software Freedom Conservancy

                            bull JSON-C Copyright (c) 2009-2012 Eric Haszlakiewicz and Copyright (c) 2004-2005 MetaparadigmPte Ltd

                            bull Kerberos Copyright copy 1985-2009 now under the MIT 2 licensebull libcurl Copyright (c) 1996 - 2015 Daniel Stenbergdanielhaxxsebull lshow used under the GPL licensebull MIT (X11) Copyright copy 2007-2015bull RIAK Creative Commons (httpcreativecommonsorg licensesby30)bull Goldrush Copyright copy 2012 Magnus Klaarbull Meld Under ZPL licensebull NSIS (Nullsoft Scriptable Install System) copy 1999-2013bull OpenSSL License Copyright (c) 1998-2016 The OpenSSL Project and Original SSLeay License

                            Copyright (c) 1995-1998 Eric Youngbull Protobuf Copyright 2008 Google Inc now under the BSD 3 licensebull Setup Tools (setuptools-06c11) Under ZPL licensebull Sodium crypto library (libsodium) ISC license Copyright (c) 2013-2015 Frank Denisbull Solr the Apache Lucene project Copyright copy 2010 The Apache Software Foundationbull TCL Copyright copy Regents of the University of California Sun Microsystems Inc Scriptics

                            Corporation and other partiesbull The Apache Lucene project Copyright copy 2010 The Apache Software Foundationbull The Apache Tika project Copyright copy The Apache Software Foundationbull VirtualBox Copyright copy 2007 Oracle Corp as part of the GNU GPL V2 Licensebull YAWS Copyright copy 2006 Claes Wikstrom now under the BSD licensebull Apache zookeeper Under the Apache 2 license

                            Index | 35

                            Index

                            bdl license file 18

                            img 12

                            MD5 12

                            zip 12

                            A

                            access directories 24Active Directory 26add

                            resources 19servers 19

                            Admin 17administrator 17AMS 12 14 15 16Aureum IP address 11Aureum Manager 6 12 14Aureum name 18Aureum overview 5average file size 18

                            B

                            beacon turning on or off 19BIOS 15bonding network interface 19bootable USB 12 14browser 15button color 17

                            C

                            capacity 10 19CentOS 10checksum 12client registration 22clients 22configuration 11configure email 21connect 22contact 31create

                            export 23share 27

                            create Aureum 15create storage class 20

                            D

                            dedicated capacity 20dedicated nodes 5default storage class 20directory access 24discover resources 12 14 19discovery state Aureum nodes 12 14disk space required 10DNS server 11DNS servers 18documentation 31domain-authenticated user

                            domain 27

                            domain-authentication 22domain suffix 11download images 14

                            E

                            editsecurity level 22

                            emailer settings 21Ethernet

                            interface 10switch 10

                            exportCIFS 23create an export 23

                            F

                            files needed 12 14firewall 12flexible capacity 20flock 29FUSE 10

                            G

                            gateway 11 18

                            H

                            hardware requirements 10how to reach Peaxy 31

                            I

                            image copier 12 14import a license 18initial configuration 18inode retention 29install

                            client 24Linux client 24

                            introduction 5iptables 16

                            J

                            javarequired version 12 14

                            javaw 14

                            K

                            Kerberos 22 22 23

                            L

                            legal 33levels of security 23license files 18licenses 18

                            Index | 36

                            Linux client install 24localhost 15location 18

                            M

                            maintenance agreement 18management IP 15mapping 22mount Aureum 24 27mounting 22 22

                            N

                            namespace 18Navigation menu

                            configuration 11security 22

                            netBIOS 22NIC 19NTP server 11 18

                            O

                            outgoing email 21overview

                            architecture 6Aureum building blocks 6components 6

                            P

                            password 17password limitations 17ports 12POSIX compliance 29primary domain 18primary domain suffix 11

                            R

                            RAM requirements 10realms 22reboot 12 14recommended configuration 10Red Hat Enterprise Linux 10replication factor 11 18 20resources

                            needed 10run setup 16

                            S

                            samsp 12 14 16security 22 23security levels

                            security 22 23select the license 18SElinux 16sestatus 16set performance levels 20settings 11setup 16share

                            CIFS 27

                            create a share 27Share 26SMTP 17 21software files 14space needed 10storage class creating default 20subnet mask 11Support hours 31

                            T

                            tar ball 24time server 18time zone 11 18

                            U

                            USB 15USB stick 10 12 14user account 17

                            V

                            virtualization 6 15

                            W

                            what youll need 11Windows

                            domain 26join a domain 26share 27

                            Windows client 10

                            Y

                            yum 24

                            • Contents
                            • Introduction
                              • How Aureum Works
                                • Install Aureum
                                  • Resource Requirements
                                  • Aureum Configuration Settings
                                  • Port Requirements and Firewall Settings
                                  • Prepare Aureum Installation Resources (Linux)
                                  • Prepare Aureum Installation Resources (Windows)
                                  • Install the Software
                                  • Continue the Installation
                                  • Create an Admin Account
                                  • Import an Aureum License
                                  • Provide Aureum Information
                                  • Add Resources
                                  • Create a Default Storage Class
                                  • Define Outgoing Mail Settings
                                  • Create a Client Registration User
                                  • Configure Security
                                  • Connect
                                    • Linux Client-Aureum Registration
                                    • Security Levels
                                    • Create an Export
                                    • Install a Linux-based Aureum Client
                                      • Mount Aureum (Linux)
                                      • Unregister a Linux Client from Aureum
                                        • Windows Configuration
                                          • Join a Domain
                                          • Create a Share
                                          • Mount an Aureum Windows Share
                                            • POSIX Compliance
                                            • Information and Resources
                                            • Index

                              Install Aureum | 18

                              The next step is to import the Aureum license

                              Import an Aureum LicenseImporting the license for an Aureum instance activates the Peaxy software License types are assignedto the Admin account that you created at the beginning of the installation

                              Before you create an Aureum system make sure that you have received your license from Peaxy andthat the license details are correct

                              Each time you create an Aureum instance you must import a license

                              1 Select the license to import or drag it onto the files areaThe license is a bdl file that contains all of the files needed to install the license

                              2 Click IMPORT3 The system installs the license and continues to the next step

                              Provide Aureum InformationDefining a few basic configuration items is the first step in setting up Aureum

                              During the first steps of the initial configuration you provide the basic information needed to createAureum its components and the namespace details

                              1 Enter the Network settingsa) Enter the gateway addressb) Enter the subnet maskc) Enter the primary DNS domain suffix and up to three DNS server addresses

                              DNS servers must be entered as IP addresses Each DNS server is on a separate line2 Enter the General settings

                              a) Enter a name for this Aureum instanceNames can be up to 14 characters and can contain letters numbers dashes and underscores

                              b) Optional Enter a location for the Aureum system for example ldquodatacenterrdquo or ldquoPhoenixofficerdquo

                              c) Enter the Aureum IP addressd) Optional Enter up to three NTP servers

                              Including an NTP server ensures that the time stamp for Aureum is always correcte) Select the time zone to use from the drop-down menu

                              This ensures that all nodes in Aureum use the same time zone3 Define the Namespace settings

                              Install Aureum | 19

                              a) Select the average file size that you expect Aureum to containYour expected average file size selection is used by Aureum to determine the most efficientdistribution of hyperservers Aureum uses the selection you make here to determine theestimated ratio of namespace hyperservers to data hyperservers

                              b) Set the default namespace replication factor from 2 to 4The namespace replication factor is the number of replicas that Aureum creates for thenamespace

                              4 Click CONTINUE

                              Add resources to Aureum You can also click CANCEL to cancel the installation

                              Add ResourcesResources refer to the physical servers that will make up Aureum These can be any commodity serversuch as a 1U or 2U server with any number and size of disks These resources are used to build thenamespace and data hyperservers that form the heart of a running Aureum system

                              Note After a resource has been added Aureum claims the complete resource Unusedportions of a resource are designated as spares and are used in case of a failure or expansion

                              1 The system locates all physical servers that have been booted using USB sticks and are currently indiscovery stateYou will see a list of the servers available for inclusion Use the filter to narrow your search by servername

                              2 Select the servers to add to Aureum

                              Servers scheduled for selection have a check mark to the left Select the box beside SERVER NAMEto select all servers in the list

                              3 Enter the required number of IP addresses or an IP range The number of IP addresses neededappears above the IP ADDRESSES entry box

                              The system determines the number of IP addresses needed to ensure that all Aureum componentscan communicate receiving requests and returning responses Addresses can be individual IPaddresses (xxxxxxxxxxxx) an IP address range (xxxxxxxxx - xxx) or an IP address with a wildcard(xxxxxxxxx) Separate the IP addresses with a space comma or newline

                              Install Aureum | 20

                              Aureum only supports IPv4 (the dotted quad format) For example

                              192168100419216810015-2019216873

                              4 Define the roles of the serversClick the ROLES column entry for a server and configure the servers to support either data accessor search (SolrCloud) While it is possible to configure a server to support both data access andsearch this setting is not recommended for a production deployment

                              Note Aureum 40 supports SolrCloud clusters with one or three nodes Aureum 40 doesnot support SolrCloud clusters with either two nodes or more than three nodes

                              5 Define the bonding for the network port cardsYou should see the same speed for all of the network interfaces (NICs) on this server Use the list ofall NICs that are bonded with the interfaces on this server to form your decision Inactive NICs arenoted as sucha) Click the ETHERNET column entry for the server whose bonding to configure

                              If the column text is red some interfaces are not bonded to the server If the text is blue allavailable interfaces are bonded

                              b) Place a check mark next to all of the interfaces to bond to this server Remove the check markfor those interfaces you do not want included in the bond

                              6 Optional Toggle the server beacon on or offBeacon signals guide you to the server in question This is often used when troubleshooting tolocate a specific server in a large group of servers

                              7 Click CONTINUEWait for the installation wizard to verify that the IP addresses you entered are valid and can beused The system assigns the IP addresses and sets the state to Pending

                              8 Click START INSTALLATIONThe button changes from START INSTALLATION to INSTALLATION IN PROGRESS The systemassigns the resources to Aureum and determines the necessary number of dedicated nodesneeded for the configuration The progress is displayed but you can also use the Log link to followindividual progress If some of the servers are not yet ready wait a few moments and retry

                              The installation process will take some time typically 10 to 20 minutes When complete the IPaddress in the browser will switch from the local IP of your workstation to the Aureum IP addressthat was entered earlier This signals the transition from the AMS you launched earlier (samsp) to theintegrated PMT that is now running on Aureum

                              The next step is to create a default storage class

                              Create a Default Storage ClassA storage class groups and manages data hyperservers with similar replication factors capabilitiesand performance configuration

                              You must configure at least one storage class to use as the default during the initial Aureumconfiguration You can create more storage classes at any time as long as you have the resourcesnecessary

                              1 You are presented with the create Initial Storage Class option2 Enter the required information to create the storage class

                              a) Type a name for the storage classClass names can be up to 14 text characters

                              b) Define the performance levelPerformance levels based on throughput and seek time Select the paired setting that is best foryour expected usage For the widest option select ldquoAnyrdquo

                              c) Set the replication factor

                              Install Aureum | 21

                              Remember all hyperservers assigned to this storage class will use these settings

                              Note You must include at least the same number of resources to create the specifiedreplication factor For example you cannot have a replication factor of three in anAureum system with only two servers

                              Because each replication requires some amount of storage the replication factor selectedaffects the amount of total storage available

                              Tip The Aureum data space is partitioned through all the data-capable hyperserversEach hyperserver can be configured to offer a specified replication factor This lets youstore vital data with high redundancy while more transient data can skip replication inorder to optimize storage and performance costs

                              d) Optional Enable flexible space allocationEnabling flexible storage space allows the members of the storage class to consume thecapacity needed When more storage space is needed more is allocated automaticallyregardless of the initial allocation Peaxy recommends this option for general use Some casesmight have different needs

                              e) Optional To make this the default storage class select YESAll data that does not meet the conditions in a specific data policy will be stored on the defaultstorage class (See data policies in the Aureum Administrator Guide)

                              3 Click CREATE STORAGE CLASS4 To complete the initial installation and configuration click FINALIZE AUREUM then click YES to

                              confirm the configuration is correct

                              Important After you click FINALIZE you must wait for the health indicator on the Aureumcard or list turn green before using Aureum

                              The Aureum installation is complete and the PMT shows the main Aureum window To configureadditional Aureum storage classes and data policies and to understand how to monitor Aureum seethe Aureum Administrator Guide

                              Define Outgoing Mail SettingsIn order for Aureum to send email notifications and provide lost password recovery you must tellAureum how to send email alerts

                              Important Configure outgoing email settings as soon as reasonably possible If you lose orforget your password Aureum cannot send reset instructions until you configure the emailsettings

                              1 Select EMAILER CONFIG from the SETUP WIZARD pane or from the Navigation menu select EMAILER

                              2 Type the email (SMTP) server to use when sending the emailThe email server must be accessible from Aureum

                              Install Aureum | 22

                              3 By default the system uses port 587 This is usually the right setting Only change the EMAILSERVER PORT if your organizations SMTP server requires it

                              4 Enter a valid user account and password that Aureum will use to send email from this server5 Optional SEND FROM is required only if your email server requires Transport Layer Security (TLS)

                              If this is the case type the SEND FROM email addressGenerally the recommended SEND FROM address is a working system administrator account

                              6 Click SAVE

                              Create a Client Registration UserThe Aureum client registration user and password allow client authentication at mount time

                              This allows you to create a custom account for authenticating client mounts

                              1 Click REGISTRATION2 Type a name for the user This will be the username that is authorized to type in the registration

                              password when an Aureum client is installed3 Type the client registration password This password is used to register the Aureum client for

                              authentication at mount time4 Click SAVE

                              Configure SecurityDefine define the level of security for client communication

                              1 Click SECURITY LEVEL2 Slide the controller to the level of security your data will use

                              3 Click ACCEPT

                              ConnectAn Aureum client mounts Aureum and allows access to folders and files Peaxy provides clientsoftware for Linux users and allows Windows users to access Aureum through a Windows share

                              The Linux-based client uses a FUSE component to remotely access Aureum services Almost all Linuxinstallations include FUSE so you should not need to do anything extra

                              The Aureum client has a small footprint A very limited set of memory and CPU cycles are needed toperform the client functions Also the Aureum client can be used concurrently with other clients forNFS and other network file systems

                              When you install the client the client drivers are added to the default system directories To accessthese directories use the mount command (more commonly known as mapping a drive in Windows)to mount the client to the directory

                              Install Aureum | 23

                              Mounting a client to an Aureum directory loads all the data structures necessary for the client tointeract with Aureum As the structures change Aureum updates them In order for a client to accessAureum all that is necessary is that the client know the IP address or URL to which the client willconnect and the client-Aureum registration password

                              Also available is the ability to join a Windows domain and create domain-authenticated users who canaccess different areas of Aureum

                              Linux Client-Aureum RegistrationThe minimum security level for Aureum is the authenticated mount To ensure that unauthorized usersdont gain access to data Peaxy provides an authenticated mount between Aureum Linux clients andAureum using certificates and registration

                              Note The process described in this section applies to Linux clients Windows domains userswith credentials from an Active Directory access Aureum through a Windows share

                              Security is always an important part of any system that provides data access especially when theaccess spans many users and locations Peaxy provides a registration process where the clientand server exchange certificates which are used to authenticate subsequent connections Theregistration provides a mutual authentication method between the client and Aureum allowing theclient access Only authenticated clients are allowed to mount Aureum Other clients cannot use thesame authentication as part of the certificate registration Aureum generates a client key pair that isunique to each client-Aureum connection

                              How It WorksThe AMS requires a dynamic registration at the initial mount time As part of the registration Aureumgenerates a key pair unique to each client This key pair is persistent so you do not need to re-register the client each time you mount Aureum

                              This initial registration is required the first time the client mounts Aureum and requires a specialregistration password that is unique to Aureum This password is entered by the Aureum administratorat the workstation on which the client is installed Subsequent client mounts use the client certificateissued during registration

                              Security LevelsAureum offers varying levels of security

                              The security level is visible on the Aureum card or list and is indicated in the SECURITY section by thenumber of total locks that are green Gray locks indicate how many additional security levels you canselect For example if there are four total locks and three are green your current security level is 3Message Integrity

                              bull Data Confidentiality all data in and out of Aureum is verified and encryptedbull Message Integrity message authentication codes verify message integritybull Kerberos Authentication use the Kerberos authentication protocol as the mechanism for

                              authentication between a client and a server or between one server and another serverbull Authenticated Mount use X509 certificates to mutually authenticate and validate all Aureum

                              clients and hyperservers in Aureum

                              Create an ExportCreate an export to allow Linux clients to mount and access Aureum

                              1 From the Navigation menu select SECURITY gt EXPORTS2 Type the export name3 In the EXPORT CONTENT IN field choose the data class to export

                              The IN DIRECTORY field automatically populates with the path specified by the chosen data classYou can extend this path but you cannot shorten it For example if the data class specifies the

                              Install Aureum | 24

                              engineeringsoftware directory you can extend this path to be engineeringsoftwareqa However youcannot shorten the path to be engineering

                              Note The system root data class specifies the root () directory You can extend this path inany way you choose The path must start with a slash and wildcards are not allowed

                              4 Optional Include a description to provide more information about the export5 Click CREATE6 To edit or delete an export click the corresponding entry in the list

                              bull To edit the export make the changes needed in the edit panel and click SAVE CHANGESbull To delete an export click the corresponding trash can icon ( ) and confirm the deletion

                              Install a Linux-based Aureum ClientYou install the Aureum client on physical hardware or on a workstation in the cloud Use the client tomount and access Aureum directories

                              Before installing the client make sure that your system meets the minimum requirements describedin the Requirements section of this document

                              Note Aureum uses FUSE in Direct IO mode for better performance The version of FUSErunning on older versions of CentOS Red Hat Enterprise Linux doesnt support mmap whenFUSE is being used this way This might cause some mmap functions such as ACCESS_WRITEMAP_SHARED and PROT_WRITE to fail You can use the mount flag --disable-direct-io-mode to disable Direct IO mode

                              If you choose to use Direct IO mmap will be disabled on CentOS56 and 57 since those versionsdont support mmap with direct IO Enabling this option will result in a significant performancedegradation on clients using this option Peaxy strongly recommends that you upgrade to a newerversion of Linux

                              Ensure FUSE and its dependencies have been installed on each client If it has not been installedinstall FUSE according to the instructions for the package you chose On CentOS for example installthis by typing

                              sudo yum -y install fusex86_64 fuse-develx86_64 fuse-libsx86_64

                              The version numbers for your installation may differ

                              If you have installed a version of the fuseko module that is not the Peaxy-specific version runadditional commands at the end of the installation process This prevents kernel-oops messages fromconsuming all of the space in the varspool directory These messages indicate a benign conditiondue to a Linux FUSE problem

                              Run the following commands

                              chkconfig --levels 2345 abrt-oops off service abrt-oops stop

                              Note The client installation sets the following values automatically

                              Parameter Value set to

                              netipv4tcp_tw_recycle 1

                              netipv4tcp_fin_timeout 2

                              netcorewmem_max 2097152

                              netcorermem_max 2097152

                              netcorewmem_default 2097152

                              netcorermem_default 2097152

                              Install Aureum | 25

                              1 Download the Aureum client file from the support section of the Peaxy website at wwwpeaxynetsupport (login is required)The file is downloaded as a targz package and contains an installer It has a name similar tohfclient-fuse-400ltbuildnumbergttargz

                              2 Unpack the distribution file by typing the following

                              tar -zxvf hfclient-fuse-400ltbuildnumbergttargz

                              You will see something like the following

                              hfclient-fuse-400hfclient-fuse-400setupshhfclient-fuse-400scriptshfclient-fuse-400scriptsupdatedbshhfclient-fuse-400scriptsc_rehashshhfclient-fuse-400scriptssysctlshhfclient-fuse-400scriptsunregshhfclient-fuse-400scriptsconfshhfclient-fuse-400binhfclient-fuse-400binfusehfCentOS-5xhfclient-fuse-400binfusehfhfclient-fuse-400confhfclient-fuse-400confhfconftgz

                              3 While logged in as root run setupsh installThe driver files are installed in the default system directories You will see something similar to thefollowing

                              sudo setupsh install

                              Installer for Peaxy Aureum Client version 40

                              Checking package contentsInstalling hf client binariesremoved `optpeaxy-40sbinfusehf`binfusehf -gt `optpeaxy-40sbinfusehfInstallation complete

                              Mount Aureum

                              Mount Aureum (Linux)After the client is installed use the mount command to mount Aureum

                              At a command prompt type

                              sudo mkdir -p ltmnt_pointgtsudo mount -t fusehf hfltmgmt_ipgt ltmnt_pointgt -o user=ltclient registration usernamegt

                              where ltmgmt_ipgt is the Aureum IP address for example 172161061 and ltmnt_pointgt is thedirectory that will serve as your local mount point for example mntpeaxy

                              If you omit -o user=ltclient_user_namegt you would be prompted for the password associatedwith the local admin account to complete the client registration Best practice is to always create aclient registration account and use that password

                              The first time you mount the client to Aureum you will be prompted for a registration passwordto allow client-Aureum authentication Type the client registration password Otherwise youradministrator must do this for you

                              Peaxy strongly recommends that you change the password often especially after typing the passwordfor a client registration

                              If you or your IT administrator have associated a DNS entry with the Aureum IP address you mightwant to use the DNS name as the name for your mount point

                              Install Aureum | 26

                              To configure the Aureum client to automatically mount on startup locate the etcfstab file andadd the line

                              hfltmgmt_ipgt ltmnt_pointgt fusehf defaults 0 0

                              where ltmgmt_ipgt is the Aureum IP address for example 172161061 and ltmnt_pointgt is the localmount point for example mntpeaxy

                              Note If you are running CentOS 7 change this line to add the _netdev flag as below

                              hfltmgmt_ipgt ltmnt_pointgt fusehf defaults_netdev 0 0

                              You can now use the Aureum client to access Aureum

                              Unregister a Linux Client from AureumYou can securely unregister an installed FUSE client from the Aureum system that it mounts

                              Removing the registration renders the client unable to access Aureum If you use the all option youwill need to perform a new registration setup before you can mount Aureum again

                              Unregistering a client is done by running the unregsh script Use the following procedure tounregister the client

                              1 On the workstation running the client open a command prompt2 Move to optpeaxybin the location of the script3 Run the script

                              bull Type sudo unregsh ltAureumgt to unregister the client from a specific Aureum systemReplace ltAureumgt with the Aureum system to unregister

                              bull Type sudo unregsh all to unregister the client from all Aureum systems on which theclient is registered

                              Note Peaxy strongly recommends using the all option before you decommission aclient workstation

                              Windows ConfigurationDomain users with credentials from an Active Directory can access Aureum through a share

                              After Aureum joins a domain it sets up network shares for chosen directories (including all containedsubdirectories) To domain users these shares look the same as any other folder that is accessible viathe network

                              Unlike an Aureum client which mounts to the root of the volume a share allows a user to exportsubdirectories for more granular access

                              Where to Find ItFrom the Navigation menu select SECURITY gt DOMAINS and SECURITY gt SHARES

                              Join a DomainBefore you can create a share you must join a Windows domain

                              You can pre-create a machine account in an Active Directory under a specified OU If you choose notto do so Aureum will try to add a computer account to the default location of ldquoComputersrdquo

                              Important If Aureum is already joined to a domain joining another domain will replace thejoin not add to it Aureum will only be joined to the most recently joined domain

                              1 From the Navigation menu select SECURITY gt DOMAINS2 Type the complete Windows domain to join for example engexamplecom3 Type the username with access to the domain The user must have the necessary permissions to

                              join Aureum to the domain4 Type the password associated with the username or access to modify an object in the OU if the

                              machine account was pre-created

                              Install Aureum | 27

                              5 In the NETBIOS NAME field set the Aureum computer account name you wish to be created in theActive Directory If Aureum is using a pre-created machine account in a specific OU then the nameyou specify here must match that name exactly

                              6 Click JOIN

                              After the domain has been joined the JOIN button changes to LEAVE To leave the domain clickLEAVE

                              Create a ShareCreate a share to allow Windows users to connect to Aureum

                              Before you can create a share you must join the appropriate domain

                              1 From the Navigation menu select SECURITY gt SHARES2 Type the name of the share3 In the SHARE CONTENT IN field choose the appropriate data class

                              The IN DIRECTORY field automatically populates with the path specified by the chosen data classYou can extend this path but you cannot shorten it For example if the data class specifies the engineeringsoftware directory you can extend this path to be engineeringsoftwareqa However youcannot shorten the path to be engineering

                              Note The system root data class specifies the root () directory You can extend this path inany way you choose The path must start with a slash and wildcards are not allowed

                              4 Optional Include a description to provide more information about the share5 Click CREATE

                              6 To edit or delete a share click the share to be modified

                              bull To edit the share make the changes needed in the edit panel and click SAVE CHANGESbull To delete the share click the trash can icon ( ) and confirm the deletion

                              Mount an Aureum Windows ShareDomain-authenticated users can mount and access Aureum directories using a share

                              After Aureum has been joined to a domain and the share has been created you can easily mount tothe share

                              The exact mount process is based on your workstation OS

                              Install Aureum | 28

                              If you do not already know it you can determine the mount point from Aureum by navigating to theJOIN DOMAIN page and using one of the listed public IP addresses as the mount point Include theshare name when mounting

                              Peaxy recommends that you take the list of public IP addresses and enter them into your DNS serverlisted under the Aureum NetBIOS name within the appropriate domain In cases where multipleaddresses are used the DNS server automatically round-robins the returned address This ensure thatclient connection load is distributed across the available nodes

                              As a Windows example to mount a drive letter to Aureum Type

                              net use ltdrive_lettergt ltpublic addressgtltshare namegt

                              where ltdrive_lettergt is the drive letter to assign to Aureum ltpublic_addressgt is the IP address usedto join the domain and ltshare_namegt is the share

                              You then log into the share using your domain-authenticated username and password For exampleMYDOMAINmyname

                              After mapping the drive access Aureum through Windows Explorer just like you would any otherdrive

                              If the share does not appear in the Windows Explorer after a change such as a system reboot occursrefresh the view using the Refresh icon ( ) The share should display correctly

                              You do not have to assign a share to a drive letter however In Windows Explorer type the public IPaddress and share name into the address bar Provide your username and password

                              POSIX ComplianceAureum provides a POSIX-compliant interface

                              Most of the Aureum interfaces are POSIX compliant and adhere to the IEEE standard The following isa list of exceptions to compliance

                              bull The directory nlink count is not incremented when a subdirectory is addedbull inode retention differs from the POSIX specification because there is no way to retain the original

                              inode number when a rename entails a move to a different device You can display the datahyperserver extent ID instead of the namespace hyperserver Node ID to the caller in the statfamily of calls This does not change when a file or directory is renamed It does change if the file ismigrated from one data hyperserver to another

                              bull If two mount points are held to the same Aureum and a file is closed on one Aureum does notremove a fcntl lock for the same file on another This is a variance on the way that NFS worksThe internal locking structures take into account the client ID which varies depending on the clientmount If there are two different mounts to a server Aureum treats them as separate machineswhich NFS does not

                              bull The file locking call flock() is emulated using POSIX byte range locks (fcntl() ) The POSIXcompliance specification does not cover flock() This implementation mirrors the behavior ofNFS The Aureum behavior is slightly different and varies from the POSIX specification as follows

                              1 As in NFS you must have write permissions to get a write lock2 As in NFS you cannot place both flock() and fcntl() locks on the same file as these locks

                              will conflict3 An flock() will not inherit across forks4 The flock() will be durable against other file closes but fcntl() locks will not behave within

                              the POSIX specification5 As well as being removed by an explicit f_unlock record locks are automatically released

                              when the process terminates or if it closes any file descriptor referring to a file on which locksare held This means that a process can lose the locks on a file like etcpasswd or etcmtab if a library function opens reads and closes it

                              Information and ResourcesThe latest news and information can always be found on the Peaxy website

                              Peaxy provides documents that are designed for different audiences These documents furnish acomprehensive explanation of Aureum and how to use it Additionally information is available fromtooltips Each field has a tooltip that adds explanations and any limitations for the item

                              The most current and accurate information available was included at the time this document wasprepared However changes may occur after the document is released Always read the ReleaseNotes for the most current information

                              Aureum Installation GuideA step-by-step guide to installing and configuring Aureum into your network

                              Aureum Administrator GuideA guide to understanding the Aureum architecture Provides details for planning configuring andmonitoring your implementation

                              Quickstart SeriesA series of two-page guides providing an abbreviated set of instructions for Aureum tasks Theycan be taken in order or used as reminders for individual tasks

                              Tech NotesSome technical issues are outside the scope of the regular documentation These are presented asTechnical Notes

                              Contact Peaxy9 am to 5 pm Pacific Standard Time

                              Main +1 (408) 441-6500

                              Support +1 (408) 763-3700

                              By phone

                              Support toll free US only +1 (844) 277-3299

                              General information infopeaxynet

                              Sales salespeaxynet

                              Support supportpeaxynet

                              By email

                              Documentation feedback feedbackpeaxynet

                              Online wwwpeaxynetsupport (login required)

                              Peaxy Inc

                              2380 Bering Dr

                              By mail

                              San Jose CA 95131 USA

                              LegalPeaxyreg and Aureumtrade are registered trademarks of Peaxy Inc

                              All other trademarks belong to their respective companies

                              CopyrightsThis document is copyright copy 2016 Peaxy Inc

                              Aureum software includes portions of the following

                              bull Amazon Web Services (AWS) Java SDK httpsawsamazoncomsdk-for-java and httpawsamazoncomapache-2-0

                              bull Apache License Version 20 January 2004bull BEOPEN PYTHON OPEN SOURCE LICENSE AGREEMENT VERSION 1bull BSD 3bull crc32 routine COPYRIGHT copy 1986 Gary S Brownbull Element Tree used under the Python licensebull Erlang Public License (EPL) a derivative work of the Mozilla Public License Now provided under

                              the Apache 20 licensebull GoogleAuth httpsgithubcomwstrangeGoogleAuthbull GNU Lesser General Public License Version 3 Copyright copy 2007 Free Software Foundation Inc

                              and GNU Lesser General Public License Version 21 Copyright copy 1999 Free Software FoundationInc

                              bull Samba is Free Software licensed under the GNU General Public License httpswwwsambaorgsambadocsGPLhtml the Samba project is a member of the Software Freedom Conservancy

                              bull JSON-C Copyright (c) 2009-2012 Eric Haszlakiewicz and Copyright (c) 2004-2005 MetaparadigmPte Ltd

                              bull Kerberos Copyright copy 1985-2009 now under the MIT 2 licensebull libcurl Copyright (c) 1996 - 2015 Daniel Stenbergdanielhaxxsebull lshow used under the GPL licensebull MIT (X11) Copyright copy 2007-2015bull RIAK Creative Commons (httpcreativecommonsorg licensesby30)bull Goldrush Copyright copy 2012 Magnus Klaarbull Meld Under ZPL licensebull NSIS (Nullsoft Scriptable Install System) copy 1999-2013bull OpenSSL License Copyright (c) 1998-2016 The OpenSSL Project and Original SSLeay License

                              Copyright (c) 1995-1998 Eric Youngbull Protobuf Copyright 2008 Google Inc now under the BSD 3 licensebull Setup Tools (setuptools-06c11) Under ZPL licensebull Sodium crypto library (libsodium) ISC license Copyright (c) 2013-2015 Frank Denisbull Solr the Apache Lucene project Copyright copy 2010 The Apache Software Foundationbull TCL Copyright copy Regents of the University of California Sun Microsystems Inc Scriptics

                              Corporation and other partiesbull The Apache Lucene project Copyright copy 2010 The Apache Software Foundationbull The Apache Tika project Copyright copy The Apache Software Foundationbull VirtualBox Copyright copy 2007 Oracle Corp as part of the GNU GPL V2 Licensebull YAWS Copyright copy 2006 Claes Wikstrom now under the BSD licensebull Apache zookeeper Under the Apache 2 license

                              Index | 35

                              Index

                              bdl license file 18

                              img 12

                              MD5 12

                              zip 12

                              A

                              access directories 24Active Directory 26add

                              resources 19servers 19

                              Admin 17administrator 17AMS 12 14 15 16Aureum IP address 11Aureum Manager 6 12 14Aureum name 18Aureum overview 5average file size 18

                              B

                              beacon turning on or off 19BIOS 15bonding network interface 19bootable USB 12 14browser 15button color 17

                              C

                              capacity 10 19CentOS 10checksum 12client registration 22clients 22configuration 11configure email 21connect 22contact 31create

                              export 23share 27

                              create Aureum 15create storage class 20

                              D

                              dedicated capacity 20dedicated nodes 5default storage class 20directory access 24discover resources 12 14 19discovery state Aureum nodes 12 14disk space required 10DNS server 11DNS servers 18documentation 31domain-authenticated user

                              domain 27

                              domain-authentication 22domain suffix 11download images 14

                              E

                              editsecurity level 22

                              emailer settings 21Ethernet

                              interface 10switch 10

                              exportCIFS 23create an export 23

                              F

                              files needed 12 14firewall 12flexible capacity 20flock 29FUSE 10

                              G

                              gateway 11 18

                              H

                              hardware requirements 10how to reach Peaxy 31

                              I

                              image copier 12 14import a license 18initial configuration 18inode retention 29install

                              client 24Linux client 24

                              introduction 5iptables 16

                              J

                              javarequired version 12 14

                              javaw 14

                              K

                              Kerberos 22 22 23

                              L

                              legal 33levels of security 23license files 18licenses 18

                              Index | 36

                              Linux client install 24localhost 15location 18

                              M

                              maintenance agreement 18management IP 15mapping 22mount Aureum 24 27mounting 22 22

                              N

                              namespace 18Navigation menu

                              configuration 11security 22

                              netBIOS 22NIC 19NTP server 11 18

                              O

                              outgoing email 21overview

                              architecture 6Aureum building blocks 6components 6

                              P

                              password 17password limitations 17ports 12POSIX compliance 29primary domain 18primary domain suffix 11

                              R

                              RAM requirements 10realms 22reboot 12 14recommended configuration 10Red Hat Enterprise Linux 10replication factor 11 18 20resources

                              needed 10run setup 16

                              S

                              samsp 12 14 16security 22 23security levels

                              security 22 23select the license 18SElinux 16sestatus 16set performance levels 20settings 11setup 16share

                              CIFS 27

                              create a share 27Share 26SMTP 17 21software files 14space needed 10storage class creating default 20subnet mask 11Support hours 31

                              T

                              tar ball 24time server 18time zone 11 18

                              U

                              USB 15USB stick 10 12 14user account 17

                              V

                              virtualization 6 15

                              W

                              what youll need 11Windows

                              domain 26join a domain 26share 27

                              Windows client 10

                              Y

                              yum 24

                              • Contents
                              • Introduction
                                • How Aureum Works
                                  • Install Aureum
                                    • Resource Requirements
                                    • Aureum Configuration Settings
                                    • Port Requirements and Firewall Settings
                                    • Prepare Aureum Installation Resources (Linux)
                                    • Prepare Aureum Installation Resources (Windows)
                                    • Install the Software
                                    • Continue the Installation
                                    • Create an Admin Account
                                    • Import an Aureum License
                                    • Provide Aureum Information
                                    • Add Resources
                                    • Create a Default Storage Class
                                    • Define Outgoing Mail Settings
                                    • Create a Client Registration User
                                    • Configure Security
                                    • Connect
                                      • Linux Client-Aureum Registration
                                      • Security Levels
                                      • Create an Export
                                      • Install a Linux-based Aureum Client
                                        • Mount Aureum (Linux)
                                        • Unregister a Linux Client from Aureum
                                          • Windows Configuration
                                            • Join a Domain
                                            • Create a Share
                                            • Mount an Aureum Windows Share
                                              • POSIX Compliance
                                              • Information and Resources
                                              • Index

                                Install Aureum | 19

                                a) Select the average file size that you expect Aureum to containYour expected average file size selection is used by Aureum to determine the most efficientdistribution of hyperservers Aureum uses the selection you make here to determine theestimated ratio of namespace hyperservers to data hyperservers

                                b) Set the default namespace replication factor from 2 to 4The namespace replication factor is the number of replicas that Aureum creates for thenamespace

                                4 Click CONTINUE

                                Add resources to Aureum You can also click CANCEL to cancel the installation

                                Add ResourcesResources refer to the physical servers that will make up Aureum These can be any commodity serversuch as a 1U or 2U server with any number and size of disks These resources are used to build thenamespace and data hyperservers that form the heart of a running Aureum system

                                Note After a resource has been added Aureum claims the complete resource Unusedportions of a resource are designated as spares and are used in case of a failure or expansion

                                1 The system locates all physical servers that have been booted using USB sticks and are currently indiscovery stateYou will see a list of the servers available for inclusion Use the filter to narrow your search by servername

                                2 Select the servers to add to Aureum

                                Servers scheduled for selection have a check mark to the left Select the box beside SERVER NAMEto select all servers in the list

                                3 Enter the required number of IP addresses or an IP range The number of IP addresses neededappears above the IP ADDRESSES entry box

                                The system determines the number of IP addresses needed to ensure that all Aureum componentscan communicate receiving requests and returning responses Addresses can be individual IPaddresses (xxxxxxxxxxxx) an IP address range (xxxxxxxxx - xxx) or an IP address with a wildcard(xxxxxxxxx) Separate the IP addresses with a space comma or newline

                                Install Aureum | 20

                                Aureum only supports IPv4 (the dotted quad format) For example

                                192168100419216810015-2019216873

                                4 Define the roles of the serversClick the ROLES column entry for a server and configure the servers to support either data accessor search (SolrCloud) While it is possible to configure a server to support both data access andsearch this setting is not recommended for a production deployment

                                Note Aureum 40 supports SolrCloud clusters with one or three nodes Aureum 40 doesnot support SolrCloud clusters with either two nodes or more than three nodes

                                5 Define the bonding for the network port cardsYou should see the same speed for all of the network interfaces (NICs) on this server Use the list ofall NICs that are bonded with the interfaces on this server to form your decision Inactive NICs arenoted as sucha) Click the ETHERNET column entry for the server whose bonding to configure

                                If the column text is red some interfaces are not bonded to the server If the text is blue allavailable interfaces are bonded

                                b) Place a check mark next to all of the interfaces to bond to this server Remove the check markfor those interfaces you do not want included in the bond

                                6 Optional Toggle the server beacon on or offBeacon signals guide you to the server in question This is often used when troubleshooting tolocate a specific server in a large group of servers

                                7 Click CONTINUEWait for the installation wizard to verify that the IP addresses you entered are valid and can beused The system assigns the IP addresses and sets the state to Pending

                                8 Click START INSTALLATIONThe button changes from START INSTALLATION to INSTALLATION IN PROGRESS The systemassigns the resources to Aureum and determines the necessary number of dedicated nodesneeded for the configuration The progress is displayed but you can also use the Log link to followindividual progress If some of the servers are not yet ready wait a few moments and retry

                                The installation process will take some time typically 10 to 20 minutes When complete the IPaddress in the browser will switch from the local IP of your workstation to the Aureum IP addressthat was entered earlier This signals the transition from the AMS you launched earlier (samsp) to theintegrated PMT that is now running on Aureum

                                The next step is to create a default storage class

                                Create a Default Storage ClassA storage class groups and manages data hyperservers with similar replication factors capabilitiesand performance configuration

                                You must configure at least one storage class to use as the default during the initial Aureumconfiguration You can create more storage classes at any time as long as you have the resourcesnecessary

                                1 You are presented with the create Initial Storage Class option2 Enter the required information to create the storage class

                                a) Type a name for the storage classClass names can be up to 14 text characters

                                b) Define the performance levelPerformance levels based on throughput and seek time Select the paired setting that is best foryour expected usage For the widest option select ldquoAnyrdquo

                                c) Set the replication factor

                                Install Aureum | 21

                                Remember all hyperservers assigned to this storage class will use these settings

                                Note You must include at least the same number of resources to create the specifiedreplication factor For example you cannot have a replication factor of three in anAureum system with only two servers

                                Because each replication requires some amount of storage the replication factor selectedaffects the amount of total storage available

                                Tip The Aureum data space is partitioned through all the data-capable hyperserversEach hyperserver can be configured to offer a specified replication factor This lets youstore vital data with high redundancy while more transient data can skip replication inorder to optimize storage and performance costs

                                d) Optional Enable flexible space allocationEnabling flexible storage space allows the members of the storage class to consume thecapacity needed When more storage space is needed more is allocated automaticallyregardless of the initial allocation Peaxy recommends this option for general use Some casesmight have different needs

                                e) Optional To make this the default storage class select YESAll data that does not meet the conditions in a specific data policy will be stored on the defaultstorage class (See data policies in the Aureum Administrator Guide)

                                3 Click CREATE STORAGE CLASS4 To complete the initial installation and configuration click FINALIZE AUREUM then click YES to

                                confirm the configuration is correct

                                Important After you click FINALIZE you must wait for the health indicator on the Aureumcard or list turn green before using Aureum

                                The Aureum installation is complete and the PMT shows the main Aureum window To configureadditional Aureum storage classes and data policies and to understand how to monitor Aureum seethe Aureum Administrator Guide

                                Define Outgoing Mail SettingsIn order for Aureum to send email notifications and provide lost password recovery you must tellAureum how to send email alerts

                                Important Configure outgoing email settings as soon as reasonably possible If you lose orforget your password Aureum cannot send reset instructions until you configure the emailsettings

                                1 Select EMAILER CONFIG from the SETUP WIZARD pane or from the Navigation menu select EMAILER

                                2 Type the email (SMTP) server to use when sending the emailThe email server must be accessible from Aureum

                                Install Aureum | 22

                                3 By default the system uses port 587 This is usually the right setting Only change the EMAILSERVER PORT if your organizations SMTP server requires it

                                4 Enter a valid user account and password that Aureum will use to send email from this server5 Optional SEND FROM is required only if your email server requires Transport Layer Security (TLS)

                                If this is the case type the SEND FROM email addressGenerally the recommended SEND FROM address is a working system administrator account

                                6 Click SAVE

                                Create a Client Registration UserThe Aureum client registration user and password allow client authentication at mount time

                                This allows you to create a custom account for authenticating client mounts

                                1 Click REGISTRATION2 Type a name for the user This will be the username that is authorized to type in the registration

                                password when an Aureum client is installed3 Type the client registration password This password is used to register the Aureum client for

                                authentication at mount time4 Click SAVE

                                Configure SecurityDefine define the level of security for client communication

                                1 Click SECURITY LEVEL2 Slide the controller to the level of security your data will use

                                3 Click ACCEPT

                                ConnectAn Aureum client mounts Aureum and allows access to folders and files Peaxy provides clientsoftware for Linux users and allows Windows users to access Aureum through a Windows share

                                The Linux-based client uses a FUSE component to remotely access Aureum services Almost all Linuxinstallations include FUSE so you should not need to do anything extra

                                The Aureum client has a small footprint A very limited set of memory and CPU cycles are needed toperform the client functions Also the Aureum client can be used concurrently with other clients forNFS and other network file systems

                                When you install the client the client drivers are added to the default system directories To accessthese directories use the mount command (more commonly known as mapping a drive in Windows)to mount the client to the directory

                                Install Aureum | 23

                                Mounting a client to an Aureum directory loads all the data structures necessary for the client tointeract with Aureum As the structures change Aureum updates them In order for a client to accessAureum all that is necessary is that the client know the IP address or URL to which the client willconnect and the client-Aureum registration password

                                Also available is the ability to join a Windows domain and create domain-authenticated users who canaccess different areas of Aureum

                                Linux Client-Aureum RegistrationThe minimum security level for Aureum is the authenticated mount To ensure that unauthorized usersdont gain access to data Peaxy provides an authenticated mount between Aureum Linux clients andAureum using certificates and registration

                                Note The process described in this section applies to Linux clients Windows domains userswith credentials from an Active Directory access Aureum through a Windows share

                                Security is always an important part of any system that provides data access especially when theaccess spans many users and locations Peaxy provides a registration process where the clientand server exchange certificates which are used to authenticate subsequent connections Theregistration provides a mutual authentication method between the client and Aureum allowing theclient access Only authenticated clients are allowed to mount Aureum Other clients cannot use thesame authentication as part of the certificate registration Aureum generates a client key pair that isunique to each client-Aureum connection

                                How It WorksThe AMS requires a dynamic registration at the initial mount time As part of the registration Aureumgenerates a key pair unique to each client This key pair is persistent so you do not need to re-register the client each time you mount Aureum

                                This initial registration is required the first time the client mounts Aureum and requires a specialregistration password that is unique to Aureum This password is entered by the Aureum administratorat the workstation on which the client is installed Subsequent client mounts use the client certificateissued during registration

                                Security LevelsAureum offers varying levels of security

                                The security level is visible on the Aureum card or list and is indicated in the SECURITY section by thenumber of total locks that are green Gray locks indicate how many additional security levels you canselect For example if there are four total locks and three are green your current security level is 3Message Integrity

                                bull Data Confidentiality all data in and out of Aureum is verified and encryptedbull Message Integrity message authentication codes verify message integritybull Kerberos Authentication use the Kerberos authentication protocol as the mechanism for

                                authentication between a client and a server or between one server and another serverbull Authenticated Mount use X509 certificates to mutually authenticate and validate all Aureum

                                clients and hyperservers in Aureum

                                Create an ExportCreate an export to allow Linux clients to mount and access Aureum

                                1 From the Navigation menu select SECURITY gt EXPORTS2 Type the export name3 In the EXPORT CONTENT IN field choose the data class to export

                                The IN DIRECTORY field automatically populates with the path specified by the chosen data classYou can extend this path but you cannot shorten it For example if the data class specifies the

                                Install Aureum | 24

                                engineeringsoftware directory you can extend this path to be engineeringsoftwareqa However youcannot shorten the path to be engineering

                                Note The system root data class specifies the root () directory You can extend this path inany way you choose The path must start with a slash and wildcards are not allowed

                                4 Optional Include a description to provide more information about the export5 Click CREATE6 To edit or delete an export click the corresponding entry in the list

                                bull To edit the export make the changes needed in the edit panel and click SAVE CHANGESbull To delete an export click the corresponding trash can icon ( ) and confirm the deletion

                                Install a Linux-based Aureum ClientYou install the Aureum client on physical hardware or on a workstation in the cloud Use the client tomount and access Aureum directories

                                Before installing the client make sure that your system meets the minimum requirements describedin the Requirements section of this document

                                Note Aureum uses FUSE in Direct IO mode for better performance The version of FUSErunning on older versions of CentOS Red Hat Enterprise Linux doesnt support mmap whenFUSE is being used this way This might cause some mmap functions such as ACCESS_WRITEMAP_SHARED and PROT_WRITE to fail You can use the mount flag --disable-direct-io-mode to disable Direct IO mode

                                If you choose to use Direct IO mmap will be disabled on CentOS56 and 57 since those versionsdont support mmap with direct IO Enabling this option will result in a significant performancedegradation on clients using this option Peaxy strongly recommends that you upgrade to a newerversion of Linux

                                Ensure FUSE and its dependencies have been installed on each client If it has not been installedinstall FUSE according to the instructions for the package you chose On CentOS for example installthis by typing

                                sudo yum -y install fusex86_64 fuse-develx86_64 fuse-libsx86_64

                                The version numbers for your installation may differ

                                If you have installed a version of the fuseko module that is not the Peaxy-specific version runadditional commands at the end of the installation process This prevents kernel-oops messages fromconsuming all of the space in the varspool directory These messages indicate a benign conditiondue to a Linux FUSE problem

                                Run the following commands

                                chkconfig --levels 2345 abrt-oops off service abrt-oops stop

                                Note The client installation sets the following values automatically

                                Parameter Value set to

                                netipv4tcp_tw_recycle 1

                                netipv4tcp_fin_timeout 2

                                netcorewmem_max 2097152

                                netcorermem_max 2097152

                                netcorewmem_default 2097152

                                netcorermem_default 2097152

                                Install Aureum | 25

                                1 Download the Aureum client file from the support section of the Peaxy website at wwwpeaxynetsupport (login is required)The file is downloaded as a targz package and contains an installer It has a name similar tohfclient-fuse-400ltbuildnumbergttargz

                                2 Unpack the distribution file by typing the following

                                tar -zxvf hfclient-fuse-400ltbuildnumbergttargz

                                You will see something like the following

                                hfclient-fuse-400hfclient-fuse-400setupshhfclient-fuse-400scriptshfclient-fuse-400scriptsupdatedbshhfclient-fuse-400scriptsc_rehashshhfclient-fuse-400scriptssysctlshhfclient-fuse-400scriptsunregshhfclient-fuse-400scriptsconfshhfclient-fuse-400binhfclient-fuse-400binfusehfCentOS-5xhfclient-fuse-400binfusehfhfclient-fuse-400confhfclient-fuse-400confhfconftgz

                                3 While logged in as root run setupsh installThe driver files are installed in the default system directories You will see something similar to thefollowing

                                sudo setupsh install

                                Installer for Peaxy Aureum Client version 40

                                Checking package contentsInstalling hf client binariesremoved `optpeaxy-40sbinfusehf`binfusehf -gt `optpeaxy-40sbinfusehfInstallation complete

                                Mount Aureum

                                Mount Aureum (Linux)After the client is installed use the mount command to mount Aureum

                                At a command prompt type

                                sudo mkdir -p ltmnt_pointgtsudo mount -t fusehf hfltmgmt_ipgt ltmnt_pointgt -o user=ltclient registration usernamegt

                                where ltmgmt_ipgt is the Aureum IP address for example 172161061 and ltmnt_pointgt is thedirectory that will serve as your local mount point for example mntpeaxy

                                If you omit -o user=ltclient_user_namegt you would be prompted for the password associatedwith the local admin account to complete the client registration Best practice is to always create aclient registration account and use that password

                                The first time you mount the client to Aureum you will be prompted for a registration passwordto allow client-Aureum authentication Type the client registration password Otherwise youradministrator must do this for you

                                Peaxy strongly recommends that you change the password often especially after typing the passwordfor a client registration

                                If you or your IT administrator have associated a DNS entry with the Aureum IP address you mightwant to use the DNS name as the name for your mount point

                                Install Aureum | 26

                                To configure the Aureum client to automatically mount on startup locate the etcfstab file andadd the line

                                hfltmgmt_ipgt ltmnt_pointgt fusehf defaults 0 0

                                where ltmgmt_ipgt is the Aureum IP address for example 172161061 and ltmnt_pointgt is the localmount point for example mntpeaxy

                                Note If you are running CentOS 7 change this line to add the _netdev flag as below

                                hfltmgmt_ipgt ltmnt_pointgt fusehf defaults_netdev 0 0

                                You can now use the Aureum client to access Aureum

                                Unregister a Linux Client from AureumYou can securely unregister an installed FUSE client from the Aureum system that it mounts

                                Removing the registration renders the client unable to access Aureum If you use the all option youwill need to perform a new registration setup before you can mount Aureum again

                                Unregistering a client is done by running the unregsh script Use the following procedure tounregister the client

                                1 On the workstation running the client open a command prompt2 Move to optpeaxybin the location of the script3 Run the script

                                bull Type sudo unregsh ltAureumgt to unregister the client from a specific Aureum systemReplace ltAureumgt with the Aureum system to unregister

                                bull Type sudo unregsh all to unregister the client from all Aureum systems on which theclient is registered

                                Note Peaxy strongly recommends using the all option before you decommission aclient workstation

                                Windows ConfigurationDomain users with credentials from an Active Directory can access Aureum through a share

                                After Aureum joins a domain it sets up network shares for chosen directories (including all containedsubdirectories) To domain users these shares look the same as any other folder that is accessible viathe network

                                Unlike an Aureum client which mounts to the root of the volume a share allows a user to exportsubdirectories for more granular access

                                Where to Find ItFrom the Navigation menu select SECURITY gt DOMAINS and SECURITY gt SHARES

                                Join a DomainBefore you can create a share you must join a Windows domain

                                You can pre-create a machine account in an Active Directory under a specified OU If you choose notto do so Aureum will try to add a computer account to the default location of ldquoComputersrdquo

                                Important If Aureum is already joined to a domain joining another domain will replace thejoin not add to it Aureum will only be joined to the most recently joined domain

                                1 From the Navigation menu select SECURITY gt DOMAINS2 Type the complete Windows domain to join for example engexamplecom3 Type the username with access to the domain The user must have the necessary permissions to

                                join Aureum to the domain4 Type the password associated with the username or access to modify an object in the OU if the

                                machine account was pre-created

                                Install Aureum | 27

                                5 In the NETBIOS NAME field set the Aureum computer account name you wish to be created in theActive Directory If Aureum is using a pre-created machine account in a specific OU then the nameyou specify here must match that name exactly

                                6 Click JOIN

                                After the domain has been joined the JOIN button changes to LEAVE To leave the domain clickLEAVE

                                Create a ShareCreate a share to allow Windows users to connect to Aureum

                                Before you can create a share you must join the appropriate domain

                                1 From the Navigation menu select SECURITY gt SHARES2 Type the name of the share3 In the SHARE CONTENT IN field choose the appropriate data class

                                The IN DIRECTORY field automatically populates with the path specified by the chosen data classYou can extend this path but you cannot shorten it For example if the data class specifies the engineeringsoftware directory you can extend this path to be engineeringsoftwareqa However youcannot shorten the path to be engineering

                                Note The system root data class specifies the root () directory You can extend this path inany way you choose The path must start with a slash and wildcards are not allowed

                                4 Optional Include a description to provide more information about the share5 Click CREATE

                                6 To edit or delete a share click the share to be modified

                                bull To edit the share make the changes needed in the edit panel and click SAVE CHANGESbull To delete the share click the trash can icon ( ) and confirm the deletion

                                Mount an Aureum Windows ShareDomain-authenticated users can mount and access Aureum directories using a share

                                After Aureum has been joined to a domain and the share has been created you can easily mount tothe share

                                The exact mount process is based on your workstation OS

                                Install Aureum | 28

                                If you do not already know it you can determine the mount point from Aureum by navigating to theJOIN DOMAIN page and using one of the listed public IP addresses as the mount point Include theshare name when mounting

                                Peaxy recommends that you take the list of public IP addresses and enter them into your DNS serverlisted under the Aureum NetBIOS name within the appropriate domain In cases where multipleaddresses are used the DNS server automatically round-robins the returned address This ensure thatclient connection load is distributed across the available nodes

                                As a Windows example to mount a drive letter to Aureum Type

                                net use ltdrive_lettergt ltpublic addressgtltshare namegt

                                where ltdrive_lettergt is the drive letter to assign to Aureum ltpublic_addressgt is the IP address usedto join the domain and ltshare_namegt is the share

                                You then log into the share using your domain-authenticated username and password For exampleMYDOMAINmyname

                                After mapping the drive access Aureum through Windows Explorer just like you would any otherdrive

                                If the share does not appear in the Windows Explorer after a change such as a system reboot occursrefresh the view using the Refresh icon ( ) The share should display correctly

                                You do not have to assign a share to a drive letter however In Windows Explorer type the public IPaddress and share name into the address bar Provide your username and password

                                POSIX ComplianceAureum provides a POSIX-compliant interface

                                Most of the Aureum interfaces are POSIX compliant and adhere to the IEEE standard The following isa list of exceptions to compliance

                                bull The directory nlink count is not incremented when a subdirectory is addedbull inode retention differs from the POSIX specification because there is no way to retain the original

                                inode number when a rename entails a move to a different device You can display the datahyperserver extent ID instead of the namespace hyperserver Node ID to the caller in the statfamily of calls This does not change when a file or directory is renamed It does change if the file ismigrated from one data hyperserver to another

                                bull If two mount points are held to the same Aureum and a file is closed on one Aureum does notremove a fcntl lock for the same file on another This is a variance on the way that NFS worksThe internal locking structures take into account the client ID which varies depending on the clientmount If there are two different mounts to a server Aureum treats them as separate machineswhich NFS does not

                                bull The file locking call flock() is emulated using POSIX byte range locks (fcntl() ) The POSIXcompliance specification does not cover flock() This implementation mirrors the behavior ofNFS The Aureum behavior is slightly different and varies from the POSIX specification as follows

                                1 As in NFS you must have write permissions to get a write lock2 As in NFS you cannot place both flock() and fcntl() locks on the same file as these locks

                                will conflict3 An flock() will not inherit across forks4 The flock() will be durable against other file closes but fcntl() locks will not behave within

                                the POSIX specification5 As well as being removed by an explicit f_unlock record locks are automatically released

                                when the process terminates or if it closes any file descriptor referring to a file on which locksare held This means that a process can lose the locks on a file like etcpasswd or etcmtab if a library function opens reads and closes it

                                Information and ResourcesThe latest news and information can always be found on the Peaxy website

                                Peaxy provides documents that are designed for different audiences These documents furnish acomprehensive explanation of Aureum and how to use it Additionally information is available fromtooltips Each field has a tooltip that adds explanations and any limitations for the item

                                The most current and accurate information available was included at the time this document wasprepared However changes may occur after the document is released Always read the ReleaseNotes for the most current information

                                Aureum Installation GuideA step-by-step guide to installing and configuring Aureum into your network

                                Aureum Administrator GuideA guide to understanding the Aureum architecture Provides details for planning configuring andmonitoring your implementation

                                Quickstart SeriesA series of two-page guides providing an abbreviated set of instructions for Aureum tasks Theycan be taken in order or used as reminders for individual tasks

                                Tech NotesSome technical issues are outside the scope of the regular documentation These are presented asTechnical Notes

                                Contact Peaxy9 am to 5 pm Pacific Standard Time

                                Main +1 (408) 441-6500

                                Support +1 (408) 763-3700

                                By phone

                                Support toll free US only +1 (844) 277-3299

                                General information infopeaxynet

                                Sales salespeaxynet

                                Support supportpeaxynet

                                By email

                                Documentation feedback feedbackpeaxynet

                                Online wwwpeaxynetsupport (login required)

                                Peaxy Inc

                                2380 Bering Dr

                                By mail

                                San Jose CA 95131 USA

                                LegalPeaxyreg and Aureumtrade are registered trademarks of Peaxy Inc

                                All other trademarks belong to their respective companies

                                CopyrightsThis document is copyright copy 2016 Peaxy Inc

                                Aureum software includes portions of the following

                                bull Amazon Web Services (AWS) Java SDK httpsawsamazoncomsdk-for-java and httpawsamazoncomapache-2-0

                                bull Apache License Version 20 January 2004bull BEOPEN PYTHON OPEN SOURCE LICENSE AGREEMENT VERSION 1bull BSD 3bull crc32 routine COPYRIGHT copy 1986 Gary S Brownbull Element Tree used under the Python licensebull Erlang Public License (EPL) a derivative work of the Mozilla Public License Now provided under

                                the Apache 20 licensebull GoogleAuth httpsgithubcomwstrangeGoogleAuthbull GNU Lesser General Public License Version 3 Copyright copy 2007 Free Software Foundation Inc

                                and GNU Lesser General Public License Version 21 Copyright copy 1999 Free Software FoundationInc

                                bull Samba is Free Software licensed under the GNU General Public License httpswwwsambaorgsambadocsGPLhtml the Samba project is a member of the Software Freedom Conservancy

                                bull JSON-C Copyright (c) 2009-2012 Eric Haszlakiewicz and Copyright (c) 2004-2005 MetaparadigmPte Ltd

                                bull Kerberos Copyright copy 1985-2009 now under the MIT 2 licensebull libcurl Copyright (c) 1996 - 2015 Daniel Stenbergdanielhaxxsebull lshow used under the GPL licensebull MIT (X11) Copyright copy 2007-2015bull RIAK Creative Commons (httpcreativecommonsorg licensesby30)bull Goldrush Copyright copy 2012 Magnus Klaarbull Meld Under ZPL licensebull NSIS (Nullsoft Scriptable Install System) copy 1999-2013bull OpenSSL License Copyright (c) 1998-2016 The OpenSSL Project and Original SSLeay License

                                Copyright (c) 1995-1998 Eric Youngbull Protobuf Copyright 2008 Google Inc now under the BSD 3 licensebull Setup Tools (setuptools-06c11) Under ZPL licensebull Sodium crypto library (libsodium) ISC license Copyright (c) 2013-2015 Frank Denisbull Solr the Apache Lucene project Copyright copy 2010 The Apache Software Foundationbull TCL Copyright copy Regents of the University of California Sun Microsystems Inc Scriptics

                                Corporation and other partiesbull The Apache Lucene project Copyright copy 2010 The Apache Software Foundationbull The Apache Tika project Copyright copy The Apache Software Foundationbull VirtualBox Copyright copy 2007 Oracle Corp as part of the GNU GPL V2 Licensebull YAWS Copyright copy 2006 Claes Wikstrom now under the BSD licensebull Apache zookeeper Under the Apache 2 license

                                Index | 35

                                Index

                                bdl license file 18

                                img 12

                                MD5 12

                                zip 12

                                A

                                access directories 24Active Directory 26add

                                resources 19servers 19

                                Admin 17administrator 17AMS 12 14 15 16Aureum IP address 11Aureum Manager 6 12 14Aureum name 18Aureum overview 5average file size 18

                                B

                                beacon turning on or off 19BIOS 15bonding network interface 19bootable USB 12 14browser 15button color 17

                                C

                                capacity 10 19CentOS 10checksum 12client registration 22clients 22configuration 11configure email 21connect 22contact 31create

                                export 23share 27

                                create Aureum 15create storage class 20

                                D

                                dedicated capacity 20dedicated nodes 5default storage class 20directory access 24discover resources 12 14 19discovery state Aureum nodes 12 14disk space required 10DNS server 11DNS servers 18documentation 31domain-authenticated user

                                domain 27

                                domain-authentication 22domain suffix 11download images 14

                                E

                                editsecurity level 22

                                emailer settings 21Ethernet

                                interface 10switch 10

                                exportCIFS 23create an export 23

                                F

                                files needed 12 14firewall 12flexible capacity 20flock 29FUSE 10

                                G

                                gateway 11 18

                                H

                                hardware requirements 10how to reach Peaxy 31

                                I

                                image copier 12 14import a license 18initial configuration 18inode retention 29install

                                client 24Linux client 24

                                introduction 5iptables 16

                                J

                                javarequired version 12 14

                                javaw 14

                                K

                                Kerberos 22 22 23

                                L

                                legal 33levels of security 23license files 18licenses 18

                                Index | 36

                                Linux client install 24localhost 15location 18

                                M

                                maintenance agreement 18management IP 15mapping 22mount Aureum 24 27mounting 22 22

                                N

                                namespace 18Navigation menu

                                configuration 11security 22

                                netBIOS 22NIC 19NTP server 11 18

                                O

                                outgoing email 21overview

                                architecture 6Aureum building blocks 6components 6

                                P

                                password 17password limitations 17ports 12POSIX compliance 29primary domain 18primary domain suffix 11

                                R

                                RAM requirements 10realms 22reboot 12 14recommended configuration 10Red Hat Enterprise Linux 10replication factor 11 18 20resources

                                needed 10run setup 16

                                S

                                samsp 12 14 16security 22 23security levels

                                security 22 23select the license 18SElinux 16sestatus 16set performance levels 20settings 11setup 16share

                                CIFS 27

                                create a share 27Share 26SMTP 17 21software files 14space needed 10storage class creating default 20subnet mask 11Support hours 31

                                T

                                tar ball 24time server 18time zone 11 18

                                U

                                USB 15USB stick 10 12 14user account 17

                                V

                                virtualization 6 15

                                W

                                what youll need 11Windows

                                domain 26join a domain 26share 27

                                Windows client 10

                                Y

                                yum 24

                                • Contents
                                • Introduction
                                  • How Aureum Works
                                    • Install Aureum
                                      • Resource Requirements
                                      • Aureum Configuration Settings
                                      • Port Requirements and Firewall Settings
                                      • Prepare Aureum Installation Resources (Linux)
                                      • Prepare Aureum Installation Resources (Windows)
                                      • Install the Software
                                      • Continue the Installation
                                      • Create an Admin Account
                                      • Import an Aureum License
                                      • Provide Aureum Information
                                      • Add Resources
                                      • Create a Default Storage Class
                                      • Define Outgoing Mail Settings
                                      • Create a Client Registration User
                                      • Configure Security
                                      • Connect
                                        • Linux Client-Aureum Registration
                                        • Security Levels
                                        • Create an Export
                                        • Install a Linux-based Aureum Client
                                          • Mount Aureum (Linux)
                                          • Unregister a Linux Client from Aureum
                                            • Windows Configuration
                                              • Join a Domain
                                              • Create a Share
                                              • Mount an Aureum Windows Share
                                                • POSIX Compliance
                                                • Information and Resources
                                                • Index

                                  Install Aureum | 20

                                  Aureum only supports IPv4 (the dotted quad format) For example

                                  192168100419216810015-2019216873

                                  4 Define the roles of the serversClick the ROLES column entry for a server and configure the servers to support either data accessor search (SolrCloud) While it is possible to configure a server to support both data access andsearch this setting is not recommended for a production deployment

                                  Note Aureum 40 supports SolrCloud clusters with one or three nodes Aureum 40 doesnot support SolrCloud clusters with either two nodes or more than three nodes

                                  5 Define the bonding for the network port cardsYou should see the same speed for all of the network interfaces (NICs) on this server Use the list ofall NICs that are bonded with the interfaces on this server to form your decision Inactive NICs arenoted as sucha) Click the ETHERNET column entry for the server whose bonding to configure

                                  If the column text is red some interfaces are not bonded to the server If the text is blue allavailable interfaces are bonded

                                  b) Place a check mark next to all of the interfaces to bond to this server Remove the check markfor those interfaces you do not want included in the bond

                                  6 Optional Toggle the server beacon on or offBeacon signals guide you to the server in question This is often used when troubleshooting tolocate a specific server in a large group of servers

                                  7 Click CONTINUEWait for the installation wizard to verify that the IP addresses you entered are valid and can beused The system assigns the IP addresses and sets the state to Pending

                                  8 Click START INSTALLATIONThe button changes from START INSTALLATION to INSTALLATION IN PROGRESS The systemassigns the resources to Aureum and determines the necessary number of dedicated nodesneeded for the configuration The progress is displayed but you can also use the Log link to followindividual progress If some of the servers are not yet ready wait a few moments and retry

                                  The installation process will take some time typically 10 to 20 minutes When complete the IPaddress in the browser will switch from the local IP of your workstation to the Aureum IP addressthat was entered earlier This signals the transition from the AMS you launched earlier (samsp) to theintegrated PMT that is now running on Aureum

                                  The next step is to create a default storage class

                                  Create a Default Storage ClassA storage class groups and manages data hyperservers with similar replication factors capabilitiesand performance configuration

                                  You must configure at least one storage class to use as the default during the initial Aureumconfiguration You can create more storage classes at any time as long as you have the resourcesnecessary

                                  1 You are presented with the create Initial Storage Class option2 Enter the required information to create the storage class

                                  a) Type a name for the storage classClass names can be up to 14 text characters

                                  b) Define the performance levelPerformance levels based on throughput and seek time Select the paired setting that is best foryour expected usage For the widest option select ldquoAnyrdquo

                                  c) Set the replication factor

                                  Install Aureum | 21

                                  Remember all hyperservers assigned to this storage class will use these settings

                                  Note You must include at least the same number of resources to create the specifiedreplication factor For example you cannot have a replication factor of three in anAureum system with only two servers

                                  Because each replication requires some amount of storage the replication factor selectedaffects the amount of total storage available

                                  Tip The Aureum data space is partitioned through all the data-capable hyperserversEach hyperserver can be configured to offer a specified replication factor This lets youstore vital data with high redundancy while more transient data can skip replication inorder to optimize storage and performance costs

                                  d) Optional Enable flexible space allocationEnabling flexible storage space allows the members of the storage class to consume thecapacity needed When more storage space is needed more is allocated automaticallyregardless of the initial allocation Peaxy recommends this option for general use Some casesmight have different needs

                                  e) Optional To make this the default storage class select YESAll data that does not meet the conditions in a specific data policy will be stored on the defaultstorage class (See data policies in the Aureum Administrator Guide)

                                  3 Click CREATE STORAGE CLASS4 To complete the initial installation and configuration click FINALIZE AUREUM then click YES to

                                  confirm the configuration is correct

                                  Important After you click FINALIZE you must wait for the health indicator on the Aureumcard or list turn green before using Aureum

                                  The Aureum installation is complete and the PMT shows the main Aureum window To configureadditional Aureum storage classes and data policies and to understand how to monitor Aureum seethe Aureum Administrator Guide

                                  Define Outgoing Mail SettingsIn order for Aureum to send email notifications and provide lost password recovery you must tellAureum how to send email alerts

                                  Important Configure outgoing email settings as soon as reasonably possible If you lose orforget your password Aureum cannot send reset instructions until you configure the emailsettings

                                  1 Select EMAILER CONFIG from the SETUP WIZARD pane or from the Navigation menu select EMAILER

                                  2 Type the email (SMTP) server to use when sending the emailThe email server must be accessible from Aureum

                                  Install Aureum | 22

                                  3 By default the system uses port 587 This is usually the right setting Only change the EMAILSERVER PORT if your organizations SMTP server requires it

                                  4 Enter a valid user account and password that Aureum will use to send email from this server5 Optional SEND FROM is required only if your email server requires Transport Layer Security (TLS)

                                  If this is the case type the SEND FROM email addressGenerally the recommended SEND FROM address is a working system administrator account

                                  6 Click SAVE

                                  Create a Client Registration UserThe Aureum client registration user and password allow client authentication at mount time

                                  This allows you to create a custom account for authenticating client mounts

                                  1 Click REGISTRATION2 Type a name for the user This will be the username that is authorized to type in the registration

                                  password when an Aureum client is installed3 Type the client registration password This password is used to register the Aureum client for

                                  authentication at mount time4 Click SAVE

                                  Configure SecurityDefine define the level of security for client communication

                                  1 Click SECURITY LEVEL2 Slide the controller to the level of security your data will use

                                  3 Click ACCEPT

                                  ConnectAn Aureum client mounts Aureum and allows access to folders and files Peaxy provides clientsoftware for Linux users and allows Windows users to access Aureum through a Windows share

                                  The Linux-based client uses a FUSE component to remotely access Aureum services Almost all Linuxinstallations include FUSE so you should not need to do anything extra

                                  The Aureum client has a small footprint A very limited set of memory and CPU cycles are needed toperform the client functions Also the Aureum client can be used concurrently with other clients forNFS and other network file systems

                                  When you install the client the client drivers are added to the default system directories To accessthese directories use the mount command (more commonly known as mapping a drive in Windows)to mount the client to the directory

                                  Install Aureum | 23

                                  Mounting a client to an Aureum directory loads all the data structures necessary for the client tointeract with Aureum As the structures change Aureum updates them In order for a client to accessAureum all that is necessary is that the client know the IP address or URL to which the client willconnect and the client-Aureum registration password

                                  Also available is the ability to join a Windows domain and create domain-authenticated users who canaccess different areas of Aureum

                                  Linux Client-Aureum RegistrationThe minimum security level for Aureum is the authenticated mount To ensure that unauthorized usersdont gain access to data Peaxy provides an authenticated mount between Aureum Linux clients andAureum using certificates and registration

                                  Note The process described in this section applies to Linux clients Windows domains userswith credentials from an Active Directory access Aureum through a Windows share

                                  Security is always an important part of any system that provides data access especially when theaccess spans many users and locations Peaxy provides a registration process where the clientand server exchange certificates which are used to authenticate subsequent connections Theregistration provides a mutual authentication method between the client and Aureum allowing theclient access Only authenticated clients are allowed to mount Aureum Other clients cannot use thesame authentication as part of the certificate registration Aureum generates a client key pair that isunique to each client-Aureum connection

                                  How It WorksThe AMS requires a dynamic registration at the initial mount time As part of the registration Aureumgenerates a key pair unique to each client This key pair is persistent so you do not need to re-register the client each time you mount Aureum

                                  This initial registration is required the first time the client mounts Aureum and requires a specialregistration password that is unique to Aureum This password is entered by the Aureum administratorat the workstation on which the client is installed Subsequent client mounts use the client certificateissued during registration

                                  Security LevelsAureum offers varying levels of security

                                  The security level is visible on the Aureum card or list and is indicated in the SECURITY section by thenumber of total locks that are green Gray locks indicate how many additional security levels you canselect For example if there are four total locks and three are green your current security level is 3Message Integrity

                                  bull Data Confidentiality all data in and out of Aureum is verified and encryptedbull Message Integrity message authentication codes verify message integritybull Kerberos Authentication use the Kerberos authentication protocol as the mechanism for

                                  authentication between a client and a server or between one server and another serverbull Authenticated Mount use X509 certificates to mutually authenticate and validate all Aureum

                                  clients and hyperservers in Aureum

                                  Create an ExportCreate an export to allow Linux clients to mount and access Aureum

                                  1 From the Navigation menu select SECURITY gt EXPORTS2 Type the export name3 In the EXPORT CONTENT IN field choose the data class to export

                                  The IN DIRECTORY field automatically populates with the path specified by the chosen data classYou can extend this path but you cannot shorten it For example if the data class specifies the

                                  Install Aureum | 24

                                  engineeringsoftware directory you can extend this path to be engineeringsoftwareqa However youcannot shorten the path to be engineering

                                  Note The system root data class specifies the root () directory You can extend this path inany way you choose The path must start with a slash and wildcards are not allowed

                                  4 Optional Include a description to provide more information about the export5 Click CREATE6 To edit or delete an export click the corresponding entry in the list

                                  bull To edit the export make the changes needed in the edit panel and click SAVE CHANGESbull To delete an export click the corresponding trash can icon ( ) and confirm the deletion

                                  Install a Linux-based Aureum ClientYou install the Aureum client on physical hardware or on a workstation in the cloud Use the client tomount and access Aureum directories

                                  Before installing the client make sure that your system meets the minimum requirements describedin the Requirements section of this document

                                  Note Aureum uses FUSE in Direct IO mode for better performance The version of FUSErunning on older versions of CentOS Red Hat Enterprise Linux doesnt support mmap whenFUSE is being used this way This might cause some mmap functions such as ACCESS_WRITEMAP_SHARED and PROT_WRITE to fail You can use the mount flag --disable-direct-io-mode to disable Direct IO mode

                                  If you choose to use Direct IO mmap will be disabled on CentOS56 and 57 since those versionsdont support mmap with direct IO Enabling this option will result in a significant performancedegradation on clients using this option Peaxy strongly recommends that you upgrade to a newerversion of Linux

                                  Ensure FUSE and its dependencies have been installed on each client If it has not been installedinstall FUSE according to the instructions for the package you chose On CentOS for example installthis by typing

                                  sudo yum -y install fusex86_64 fuse-develx86_64 fuse-libsx86_64

                                  The version numbers for your installation may differ

                                  If you have installed a version of the fuseko module that is not the Peaxy-specific version runadditional commands at the end of the installation process This prevents kernel-oops messages fromconsuming all of the space in the varspool directory These messages indicate a benign conditiondue to a Linux FUSE problem

                                  Run the following commands

                                  chkconfig --levels 2345 abrt-oops off service abrt-oops stop

                                  Note The client installation sets the following values automatically

                                  Parameter Value set to

                                  netipv4tcp_tw_recycle 1

                                  netipv4tcp_fin_timeout 2

                                  netcorewmem_max 2097152

                                  netcorermem_max 2097152

                                  netcorewmem_default 2097152

                                  netcorermem_default 2097152

                                  Install Aureum | 25

                                  1 Download the Aureum client file from the support section of the Peaxy website at wwwpeaxynetsupport (login is required)The file is downloaded as a targz package and contains an installer It has a name similar tohfclient-fuse-400ltbuildnumbergttargz

                                  2 Unpack the distribution file by typing the following

                                  tar -zxvf hfclient-fuse-400ltbuildnumbergttargz

                                  You will see something like the following

                                  hfclient-fuse-400hfclient-fuse-400setupshhfclient-fuse-400scriptshfclient-fuse-400scriptsupdatedbshhfclient-fuse-400scriptsc_rehashshhfclient-fuse-400scriptssysctlshhfclient-fuse-400scriptsunregshhfclient-fuse-400scriptsconfshhfclient-fuse-400binhfclient-fuse-400binfusehfCentOS-5xhfclient-fuse-400binfusehfhfclient-fuse-400confhfclient-fuse-400confhfconftgz

                                  3 While logged in as root run setupsh installThe driver files are installed in the default system directories You will see something similar to thefollowing

                                  sudo setupsh install

                                  Installer for Peaxy Aureum Client version 40

                                  Checking package contentsInstalling hf client binariesremoved `optpeaxy-40sbinfusehf`binfusehf -gt `optpeaxy-40sbinfusehfInstallation complete

                                  Mount Aureum

                                  Mount Aureum (Linux)After the client is installed use the mount command to mount Aureum

                                  At a command prompt type

                                  sudo mkdir -p ltmnt_pointgtsudo mount -t fusehf hfltmgmt_ipgt ltmnt_pointgt -o user=ltclient registration usernamegt

                                  where ltmgmt_ipgt is the Aureum IP address for example 172161061 and ltmnt_pointgt is thedirectory that will serve as your local mount point for example mntpeaxy

                                  If you omit -o user=ltclient_user_namegt you would be prompted for the password associatedwith the local admin account to complete the client registration Best practice is to always create aclient registration account and use that password

                                  The first time you mount the client to Aureum you will be prompted for a registration passwordto allow client-Aureum authentication Type the client registration password Otherwise youradministrator must do this for you

                                  Peaxy strongly recommends that you change the password often especially after typing the passwordfor a client registration

                                  If you or your IT administrator have associated a DNS entry with the Aureum IP address you mightwant to use the DNS name as the name for your mount point

                                  Install Aureum | 26

                                  To configure the Aureum client to automatically mount on startup locate the etcfstab file andadd the line

                                  hfltmgmt_ipgt ltmnt_pointgt fusehf defaults 0 0

                                  where ltmgmt_ipgt is the Aureum IP address for example 172161061 and ltmnt_pointgt is the localmount point for example mntpeaxy

                                  Note If you are running CentOS 7 change this line to add the _netdev flag as below

                                  hfltmgmt_ipgt ltmnt_pointgt fusehf defaults_netdev 0 0

                                  You can now use the Aureum client to access Aureum

                                  Unregister a Linux Client from AureumYou can securely unregister an installed FUSE client from the Aureum system that it mounts

                                  Removing the registration renders the client unable to access Aureum If you use the all option youwill need to perform a new registration setup before you can mount Aureum again

                                  Unregistering a client is done by running the unregsh script Use the following procedure tounregister the client

                                  1 On the workstation running the client open a command prompt2 Move to optpeaxybin the location of the script3 Run the script

                                  bull Type sudo unregsh ltAureumgt to unregister the client from a specific Aureum systemReplace ltAureumgt with the Aureum system to unregister

                                  bull Type sudo unregsh all to unregister the client from all Aureum systems on which theclient is registered

                                  Note Peaxy strongly recommends using the all option before you decommission aclient workstation

                                  Windows ConfigurationDomain users with credentials from an Active Directory can access Aureum through a share

                                  After Aureum joins a domain it sets up network shares for chosen directories (including all containedsubdirectories) To domain users these shares look the same as any other folder that is accessible viathe network

                                  Unlike an Aureum client which mounts to the root of the volume a share allows a user to exportsubdirectories for more granular access

                                  Where to Find ItFrom the Navigation menu select SECURITY gt DOMAINS and SECURITY gt SHARES

                                  Join a DomainBefore you can create a share you must join a Windows domain

                                  You can pre-create a machine account in an Active Directory under a specified OU If you choose notto do so Aureum will try to add a computer account to the default location of ldquoComputersrdquo

                                  Important If Aureum is already joined to a domain joining another domain will replace thejoin not add to it Aureum will only be joined to the most recently joined domain

                                  1 From the Navigation menu select SECURITY gt DOMAINS2 Type the complete Windows domain to join for example engexamplecom3 Type the username with access to the domain The user must have the necessary permissions to

                                  join Aureum to the domain4 Type the password associated with the username or access to modify an object in the OU if the

                                  machine account was pre-created

                                  Install Aureum | 27

                                  5 In the NETBIOS NAME field set the Aureum computer account name you wish to be created in theActive Directory If Aureum is using a pre-created machine account in a specific OU then the nameyou specify here must match that name exactly

                                  6 Click JOIN

                                  After the domain has been joined the JOIN button changes to LEAVE To leave the domain clickLEAVE

                                  Create a ShareCreate a share to allow Windows users to connect to Aureum

                                  Before you can create a share you must join the appropriate domain

                                  1 From the Navigation menu select SECURITY gt SHARES2 Type the name of the share3 In the SHARE CONTENT IN field choose the appropriate data class

                                  The IN DIRECTORY field automatically populates with the path specified by the chosen data classYou can extend this path but you cannot shorten it For example if the data class specifies the engineeringsoftware directory you can extend this path to be engineeringsoftwareqa However youcannot shorten the path to be engineering

                                  Note The system root data class specifies the root () directory You can extend this path inany way you choose The path must start with a slash and wildcards are not allowed

                                  4 Optional Include a description to provide more information about the share5 Click CREATE

                                  6 To edit or delete a share click the share to be modified

                                  bull To edit the share make the changes needed in the edit panel and click SAVE CHANGESbull To delete the share click the trash can icon ( ) and confirm the deletion

                                  Mount an Aureum Windows ShareDomain-authenticated users can mount and access Aureum directories using a share

                                  After Aureum has been joined to a domain and the share has been created you can easily mount tothe share

                                  The exact mount process is based on your workstation OS

                                  Install Aureum | 28

                                  If you do not already know it you can determine the mount point from Aureum by navigating to theJOIN DOMAIN page and using one of the listed public IP addresses as the mount point Include theshare name when mounting

                                  Peaxy recommends that you take the list of public IP addresses and enter them into your DNS serverlisted under the Aureum NetBIOS name within the appropriate domain In cases where multipleaddresses are used the DNS server automatically round-robins the returned address This ensure thatclient connection load is distributed across the available nodes

                                  As a Windows example to mount a drive letter to Aureum Type

                                  net use ltdrive_lettergt ltpublic addressgtltshare namegt

                                  where ltdrive_lettergt is the drive letter to assign to Aureum ltpublic_addressgt is the IP address usedto join the domain and ltshare_namegt is the share

                                  You then log into the share using your domain-authenticated username and password For exampleMYDOMAINmyname

                                  After mapping the drive access Aureum through Windows Explorer just like you would any otherdrive

                                  If the share does not appear in the Windows Explorer after a change such as a system reboot occursrefresh the view using the Refresh icon ( ) The share should display correctly

                                  You do not have to assign a share to a drive letter however In Windows Explorer type the public IPaddress and share name into the address bar Provide your username and password

                                  POSIX ComplianceAureum provides a POSIX-compliant interface

                                  Most of the Aureum interfaces are POSIX compliant and adhere to the IEEE standard The following isa list of exceptions to compliance

                                  bull The directory nlink count is not incremented when a subdirectory is addedbull inode retention differs from the POSIX specification because there is no way to retain the original

                                  inode number when a rename entails a move to a different device You can display the datahyperserver extent ID instead of the namespace hyperserver Node ID to the caller in the statfamily of calls This does not change when a file or directory is renamed It does change if the file ismigrated from one data hyperserver to another

                                  bull If two mount points are held to the same Aureum and a file is closed on one Aureum does notremove a fcntl lock for the same file on another This is a variance on the way that NFS worksThe internal locking structures take into account the client ID which varies depending on the clientmount If there are two different mounts to a server Aureum treats them as separate machineswhich NFS does not

                                  bull The file locking call flock() is emulated using POSIX byte range locks (fcntl() ) The POSIXcompliance specification does not cover flock() This implementation mirrors the behavior ofNFS The Aureum behavior is slightly different and varies from the POSIX specification as follows

                                  1 As in NFS you must have write permissions to get a write lock2 As in NFS you cannot place both flock() and fcntl() locks on the same file as these locks

                                  will conflict3 An flock() will not inherit across forks4 The flock() will be durable against other file closes but fcntl() locks will not behave within

                                  the POSIX specification5 As well as being removed by an explicit f_unlock record locks are automatically released

                                  when the process terminates or if it closes any file descriptor referring to a file on which locksare held This means that a process can lose the locks on a file like etcpasswd or etcmtab if a library function opens reads and closes it

                                  Information and ResourcesThe latest news and information can always be found on the Peaxy website

                                  Peaxy provides documents that are designed for different audiences These documents furnish acomprehensive explanation of Aureum and how to use it Additionally information is available fromtooltips Each field has a tooltip that adds explanations and any limitations for the item

                                  The most current and accurate information available was included at the time this document wasprepared However changes may occur after the document is released Always read the ReleaseNotes for the most current information

                                  Aureum Installation GuideA step-by-step guide to installing and configuring Aureum into your network

                                  Aureum Administrator GuideA guide to understanding the Aureum architecture Provides details for planning configuring andmonitoring your implementation

                                  Quickstart SeriesA series of two-page guides providing an abbreviated set of instructions for Aureum tasks Theycan be taken in order or used as reminders for individual tasks

                                  Tech NotesSome technical issues are outside the scope of the regular documentation These are presented asTechnical Notes

                                  Contact Peaxy9 am to 5 pm Pacific Standard Time

                                  Main +1 (408) 441-6500

                                  Support +1 (408) 763-3700

                                  By phone

                                  Support toll free US only +1 (844) 277-3299

                                  General information infopeaxynet

                                  Sales salespeaxynet

                                  Support supportpeaxynet

                                  By email

                                  Documentation feedback feedbackpeaxynet

                                  Online wwwpeaxynetsupport (login required)

                                  Peaxy Inc

                                  2380 Bering Dr

                                  By mail

                                  San Jose CA 95131 USA

                                  LegalPeaxyreg and Aureumtrade are registered trademarks of Peaxy Inc

                                  All other trademarks belong to their respective companies

                                  CopyrightsThis document is copyright copy 2016 Peaxy Inc

                                  Aureum software includes portions of the following

                                  bull Amazon Web Services (AWS) Java SDK httpsawsamazoncomsdk-for-java and httpawsamazoncomapache-2-0

                                  bull Apache License Version 20 January 2004bull BEOPEN PYTHON OPEN SOURCE LICENSE AGREEMENT VERSION 1bull BSD 3bull crc32 routine COPYRIGHT copy 1986 Gary S Brownbull Element Tree used under the Python licensebull Erlang Public License (EPL) a derivative work of the Mozilla Public License Now provided under

                                  the Apache 20 licensebull GoogleAuth httpsgithubcomwstrangeGoogleAuthbull GNU Lesser General Public License Version 3 Copyright copy 2007 Free Software Foundation Inc

                                  and GNU Lesser General Public License Version 21 Copyright copy 1999 Free Software FoundationInc

                                  bull Samba is Free Software licensed under the GNU General Public License httpswwwsambaorgsambadocsGPLhtml the Samba project is a member of the Software Freedom Conservancy

                                  bull JSON-C Copyright (c) 2009-2012 Eric Haszlakiewicz and Copyright (c) 2004-2005 MetaparadigmPte Ltd

                                  bull Kerberos Copyright copy 1985-2009 now under the MIT 2 licensebull libcurl Copyright (c) 1996 - 2015 Daniel Stenbergdanielhaxxsebull lshow used under the GPL licensebull MIT (X11) Copyright copy 2007-2015bull RIAK Creative Commons (httpcreativecommonsorg licensesby30)bull Goldrush Copyright copy 2012 Magnus Klaarbull Meld Under ZPL licensebull NSIS (Nullsoft Scriptable Install System) copy 1999-2013bull OpenSSL License Copyright (c) 1998-2016 The OpenSSL Project and Original SSLeay License

                                  Copyright (c) 1995-1998 Eric Youngbull Protobuf Copyright 2008 Google Inc now under the BSD 3 licensebull Setup Tools (setuptools-06c11) Under ZPL licensebull Sodium crypto library (libsodium) ISC license Copyright (c) 2013-2015 Frank Denisbull Solr the Apache Lucene project Copyright copy 2010 The Apache Software Foundationbull TCL Copyright copy Regents of the University of California Sun Microsystems Inc Scriptics

                                  Corporation and other partiesbull The Apache Lucene project Copyright copy 2010 The Apache Software Foundationbull The Apache Tika project Copyright copy The Apache Software Foundationbull VirtualBox Copyright copy 2007 Oracle Corp as part of the GNU GPL V2 Licensebull YAWS Copyright copy 2006 Claes Wikstrom now under the BSD licensebull Apache zookeeper Under the Apache 2 license

                                  Index | 35

                                  Index

                                  bdl license file 18

                                  img 12

                                  MD5 12

                                  zip 12

                                  A

                                  access directories 24Active Directory 26add

                                  resources 19servers 19

                                  Admin 17administrator 17AMS 12 14 15 16Aureum IP address 11Aureum Manager 6 12 14Aureum name 18Aureum overview 5average file size 18

                                  B

                                  beacon turning on or off 19BIOS 15bonding network interface 19bootable USB 12 14browser 15button color 17

                                  C

                                  capacity 10 19CentOS 10checksum 12client registration 22clients 22configuration 11configure email 21connect 22contact 31create

                                  export 23share 27

                                  create Aureum 15create storage class 20

                                  D

                                  dedicated capacity 20dedicated nodes 5default storage class 20directory access 24discover resources 12 14 19discovery state Aureum nodes 12 14disk space required 10DNS server 11DNS servers 18documentation 31domain-authenticated user

                                  domain 27

                                  domain-authentication 22domain suffix 11download images 14

                                  E

                                  editsecurity level 22

                                  emailer settings 21Ethernet

                                  interface 10switch 10

                                  exportCIFS 23create an export 23

                                  F

                                  files needed 12 14firewall 12flexible capacity 20flock 29FUSE 10

                                  G

                                  gateway 11 18

                                  H

                                  hardware requirements 10how to reach Peaxy 31

                                  I

                                  image copier 12 14import a license 18initial configuration 18inode retention 29install

                                  client 24Linux client 24

                                  introduction 5iptables 16

                                  J

                                  javarequired version 12 14

                                  javaw 14

                                  K

                                  Kerberos 22 22 23

                                  L

                                  legal 33levels of security 23license files 18licenses 18

                                  Index | 36

                                  Linux client install 24localhost 15location 18

                                  M

                                  maintenance agreement 18management IP 15mapping 22mount Aureum 24 27mounting 22 22

                                  N

                                  namespace 18Navigation menu

                                  configuration 11security 22

                                  netBIOS 22NIC 19NTP server 11 18

                                  O

                                  outgoing email 21overview

                                  architecture 6Aureum building blocks 6components 6

                                  P

                                  password 17password limitations 17ports 12POSIX compliance 29primary domain 18primary domain suffix 11

                                  R

                                  RAM requirements 10realms 22reboot 12 14recommended configuration 10Red Hat Enterprise Linux 10replication factor 11 18 20resources

                                  needed 10run setup 16

                                  S

                                  samsp 12 14 16security 22 23security levels

                                  security 22 23select the license 18SElinux 16sestatus 16set performance levels 20settings 11setup 16share

                                  CIFS 27

                                  create a share 27Share 26SMTP 17 21software files 14space needed 10storage class creating default 20subnet mask 11Support hours 31

                                  T

                                  tar ball 24time server 18time zone 11 18

                                  U

                                  USB 15USB stick 10 12 14user account 17

                                  V

                                  virtualization 6 15

                                  W

                                  what youll need 11Windows

                                  domain 26join a domain 26share 27

                                  Windows client 10

                                  Y

                                  yum 24

                                  • Contents
                                  • Introduction
                                    • How Aureum Works
                                      • Install Aureum
                                        • Resource Requirements
                                        • Aureum Configuration Settings
                                        • Port Requirements and Firewall Settings
                                        • Prepare Aureum Installation Resources (Linux)
                                        • Prepare Aureum Installation Resources (Windows)
                                        • Install the Software
                                        • Continue the Installation
                                        • Create an Admin Account
                                        • Import an Aureum License
                                        • Provide Aureum Information
                                        • Add Resources
                                        • Create a Default Storage Class
                                        • Define Outgoing Mail Settings
                                        • Create a Client Registration User
                                        • Configure Security
                                        • Connect
                                          • Linux Client-Aureum Registration
                                          • Security Levels
                                          • Create an Export
                                          • Install a Linux-based Aureum Client
                                            • Mount Aureum (Linux)
                                            • Unregister a Linux Client from Aureum
                                              • Windows Configuration
                                                • Join a Domain
                                                • Create a Share
                                                • Mount an Aureum Windows Share
                                                  • POSIX Compliance
                                                  • Information and Resources
                                                  • Index

                                    Install Aureum | 21

                                    Remember all hyperservers assigned to this storage class will use these settings

                                    Note You must include at least the same number of resources to create the specifiedreplication factor For example you cannot have a replication factor of three in anAureum system with only two servers

                                    Because each replication requires some amount of storage the replication factor selectedaffects the amount of total storage available

                                    Tip The Aureum data space is partitioned through all the data-capable hyperserversEach hyperserver can be configured to offer a specified replication factor This lets youstore vital data with high redundancy while more transient data can skip replication inorder to optimize storage and performance costs

                                    d) Optional Enable flexible space allocationEnabling flexible storage space allows the members of the storage class to consume thecapacity needed When more storage space is needed more is allocated automaticallyregardless of the initial allocation Peaxy recommends this option for general use Some casesmight have different needs

                                    e) Optional To make this the default storage class select YESAll data that does not meet the conditions in a specific data policy will be stored on the defaultstorage class (See data policies in the Aureum Administrator Guide)

                                    3 Click CREATE STORAGE CLASS4 To complete the initial installation and configuration click FINALIZE AUREUM then click YES to

                                    confirm the configuration is correct

                                    Important After you click FINALIZE you must wait for the health indicator on the Aureumcard or list turn green before using Aureum

                                    The Aureum installation is complete and the PMT shows the main Aureum window To configureadditional Aureum storage classes and data policies and to understand how to monitor Aureum seethe Aureum Administrator Guide

                                    Define Outgoing Mail SettingsIn order for Aureum to send email notifications and provide lost password recovery you must tellAureum how to send email alerts

                                    Important Configure outgoing email settings as soon as reasonably possible If you lose orforget your password Aureum cannot send reset instructions until you configure the emailsettings

                                    1 Select EMAILER CONFIG from the SETUP WIZARD pane or from the Navigation menu select EMAILER

                                    2 Type the email (SMTP) server to use when sending the emailThe email server must be accessible from Aureum

                                    Install Aureum | 22

                                    3 By default the system uses port 587 This is usually the right setting Only change the EMAILSERVER PORT if your organizations SMTP server requires it

                                    4 Enter a valid user account and password that Aureum will use to send email from this server5 Optional SEND FROM is required only if your email server requires Transport Layer Security (TLS)

                                    If this is the case type the SEND FROM email addressGenerally the recommended SEND FROM address is a working system administrator account

                                    6 Click SAVE

                                    Create a Client Registration UserThe Aureum client registration user and password allow client authentication at mount time

                                    This allows you to create a custom account for authenticating client mounts

                                    1 Click REGISTRATION2 Type a name for the user This will be the username that is authorized to type in the registration

                                    password when an Aureum client is installed3 Type the client registration password This password is used to register the Aureum client for

                                    authentication at mount time4 Click SAVE

                                    Configure SecurityDefine define the level of security for client communication

                                    1 Click SECURITY LEVEL2 Slide the controller to the level of security your data will use

                                    3 Click ACCEPT

                                    ConnectAn Aureum client mounts Aureum and allows access to folders and files Peaxy provides clientsoftware for Linux users and allows Windows users to access Aureum through a Windows share

                                    The Linux-based client uses a FUSE component to remotely access Aureum services Almost all Linuxinstallations include FUSE so you should not need to do anything extra

                                    The Aureum client has a small footprint A very limited set of memory and CPU cycles are needed toperform the client functions Also the Aureum client can be used concurrently with other clients forNFS and other network file systems

                                    When you install the client the client drivers are added to the default system directories To accessthese directories use the mount command (more commonly known as mapping a drive in Windows)to mount the client to the directory

                                    Install Aureum | 23

                                    Mounting a client to an Aureum directory loads all the data structures necessary for the client tointeract with Aureum As the structures change Aureum updates them In order for a client to accessAureum all that is necessary is that the client know the IP address or URL to which the client willconnect and the client-Aureum registration password

                                    Also available is the ability to join a Windows domain and create domain-authenticated users who canaccess different areas of Aureum

                                    Linux Client-Aureum RegistrationThe minimum security level for Aureum is the authenticated mount To ensure that unauthorized usersdont gain access to data Peaxy provides an authenticated mount between Aureum Linux clients andAureum using certificates and registration

                                    Note The process described in this section applies to Linux clients Windows domains userswith credentials from an Active Directory access Aureum through a Windows share

                                    Security is always an important part of any system that provides data access especially when theaccess spans many users and locations Peaxy provides a registration process where the clientand server exchange certificates which are used to authenticate subsequent connections Theregistration provides a mutual authentication method between the client and Aureum allowing theclient access Only authenticated clients are allowed to mount Aureum Other clients cannot use thesame authentication as part of the certificate registration Aureum generates a client key pair that isunique to each client-Aureum connection

                                    How It WorksThe AMS requires a dynamic registration at the initial mount time As part of the registration Aureumgenerates a key pair unique to each client This key pair is persistent so you do not need to re-register the client each time you mount Aureum

                                    This initial registration is required the first time the client mounts Aureum and requires a specialregistration password that is unique to Aureum This password is entered by the Aureum administratorat the workstation on which the client is installed Subsequent client mounts use the client certificateissued during registration

                                    Security LevelsAureum offers varying levels of security

                                    The security level is visible on the Aureum card or list and is indicated in the SECURITY section by thenumber of total locks that are green Gray locks indicate how many additional security levels you canselect For example if there are four total locks and three are green your current security level is 3Message Integrity

                                    bull Data Confidentiality all data in and out of Aureum is verified and encryptedbull Message Integrity message authentication codes verify message integritybull Kerberos Authentication use the Kerberos authentication protocol as the mechanism for

                                    authentication between a client and a server or between one server and another serverbull Authenticated Mount use X509 certificates to mutually authenticate and validate all Aureum

                                    clients and hyperservers in Aureum

                                    Create an ExportCreate an export to allow Linux clients to mount and access Aureum

                                    1 From the Navigation menu select SECURITY gt EXPORTS2 Type the export name3 In the EXPORT CONTENT IN field choose the data class to export

                                    The IN DIRECTORY field automatically populates with the path specified by the chosen data classYou can extend this path but you cannot shorten it For example if the data class specifies the

                                    Install Aureum | 24

                                    engineeringsoftware directory you can extend this path to be engineeringsoftwareqa However youcannot shorten the path to be engineering

                                    Note The system root data class specifies the root () directory You can extend this path inany way you choose The path must start with a slash and wildcards are not allowed

                                    4 Optional Include a description to provide more information about the export5 Click CREATE6 To edit or delete an export click the corresponding entry in the list

                                    bull To edit the export make the changes needed in the edit panel and click SAVE CHANGESbull To delete an export click the corresponding trash can icon ( ) and confirm the deletion

                                    Install a Linux-based Aureum ClientYou install the Aureum client on physical hardware or on a workstation in the cloud Use the client tomount and access Aureum directories

                                    Before installing the client make sure that your system meets the minimum requirements describedin the Requirements section of this document

                                    Note Aureum uses FUSE in Direct IO mode for better performance The version of FUSErunning on older versions of CentOS Red Hat Enterprise Linux doesnt support mmap whenFUSE is being used this way This might cause some mmap functions such as ACCESS_WRITEMAP_SHARED and PROT_WRITE to fail You can use the mount flag --disable-direct-io-mode to disable Direct IO mode

                                    If you choose to use Direct IO mmap will be disabled on CentOS56 and 57 since those versionsdont support mmap with direct IO Enabling this option will result in a significant performancedegradation on clients using this option Peaxy strongly recommends that you upgrade to a newerversion of Linux

                                    Ensure FUSE and its dependencies have been installed on each client If it has not been installedinstall FUSE according to the instructions for the package you chose On CentOS for example installthis by typing

                                    sudo yum -y install fusex86_64 fuse-develx86_64 fuse-libsx86_64

                                    The version numbers for your installation may differ

                                    If you have installed a version of the fuseko module that is not the Peaxy-specific version runadditional commands at the end of the installation process This prevents kernel-oops messages fromconsuming all of the space in the varspool directory These messages indicate a benign conditiondue to a Linux FUSE problem

                                    Run the following commands

                                    chkconfig --levels 2345 abrt-oops off service abrt-oops stop

                                    Note The client installation sets the following values automatically

                                    Parameter Value set to

                                    netipv4tcp_tw_recycle 1

                                    netipv4tcp_fin_timeout 2

                                    netcorewmem_max 2097152

                                    netcorermem_max 2097152

                                    netcorewmem_default 2097152

                                    netcorermem_default 2097152

                                    Install Aureum | 25

                                    1 Download the Aureum client file from the support section of the Peaxy website at wwwpeaxynetsupport (login is required)The file is downloaded as a targz package and contains an installer It has a name similar tohfclient-fuse-400ltbuildnumbergttargz

                                    2 Unpack the distribution file by typing the following

                                    tar -zxvf hfclient-fuse-400ltbuildnumbergttargz

                                    You will see something like the following

                                    hfclient-fuse-400hfclient-fuse-400setupshhfclient-fuse-400scriptshfclient-fuse-400scriptsupdatedbshhfclient-fuse-400scriptsc_rehashshhfclient-fuse-400scriptssysctlshhfclient-fuse-400scriptsunregshhfclient-fuse-400scriptsconfshhfclient-fuse-400binhfclient-fuse-400binfusehfCentOS-5xhfclient-fuse-400binfusehfhfclient-fuse-400confhfclient-fuse-400confhfconftgz

                                    3 While logged in as root run setupsh installThe driver files are installed in the default system directories You will see something similar to thefollowing

                                    sudo setupsh install

                                    Installer for Peaxy Aureum Client version 40

                                    Checking package contentsInstalling hf client binariesremoved `optpeaxy-40sbinfusehf`binfusehf -gt `optpeaxy-40sbinfusehfInstallation complete

                                    Mount Aureum

                                    Mount Aureum (Linux)After the client is installed use the mount command to mount Aureum

                                    At a command prompt type

                                    sudo mkdir -p ltmnt_pointgtsudo mount -t fusehf hfltmgmt_ipgt ltmnt_pointgt -o user=ltclient registration usernamegt

                                    where ltmgmt_ipgt is the Aureum IP address for example 172161061 and ltmnt_pointgt is thedirectory that will serve as your local mount point for example mntpeaxy

                                    If you omit -o user=ltclient_user_namegt you would be prompted for the password associatedwith the local admin account to complete the client registration Best practice is to always create aclient registration account and use that password

                                    The first time you mount the client to Aureum you will be prompted for a registration passwordto allow client-Aureum authentication Type the client registration password Otherwise youradministrator must do this for you

                                    Peaxy strongly recommends that you change the password often especially after typing the passwordfor a client registration

                                    If you or your IT administrator have associated a DNS entry with the Aureum IP address you mightwant to use the DNS name as the name for your mount point

                                    Install Aureum | 26

                                    To configure the Aureum client to automatically mount on startup locate the etcfstab file andadd the line

                                    hfltmgmt_ipgt ltmnt_pointgt fusehf defaults 0 0

                                    where ltmgmt_ipgt is the Aureum IP address for example 172161061 and ltmnt_pointgt is the localmount point for example mntpeaxy

                                    Note If you are running CentOS 7 change this line to add the _netdev flag as below

                                    hfltmgmt_ipgt ltmnt_pointgt fusehf defaults_netdev 0 0

                                    You can now use the Aureum client to access Aureum

                                    Unregister a Linux Client from AureumYou can securely unregister an installed FUSE client from the Aureum system that it mounts

                                    Removing the registration renders the client unable to access Aureum If you use the all option youwill need to perform a new registration setup before you can mount Aureum again

                                    Unregistering a client is done by running the unregsh script Use the following procedure tounregister the client

                                    1 On the workstation running the client open a command prompt2 Move to optpeaxybin the location of the script3 Run the script

                                    bull Type sudo unregsh ltAureumgt to unregister the client from a specific Aureum systemReplace ltAureumgt with the Aureum system to unregister

                                    bull Type sudo unregsh all to unregister the client from all Aureum systems on which theclient is registered

                                    Note Peaxy strongly recommends using the all option before you decommission aclient workstation

                                    Windows ConfigurationDomain users with credentials from an Active Directory can access Aureum through a share

                                    After Aureum joins a domain it sets up network shares for chosen directories (including all containedsubdirectories) To domain users these shares look the same as any other folder that is accessible viathe network

                                    Unlike an Aureum client which mounts to the root of the volume a share allows a user to exportsubdirectories for more granular access

                                    Where to Find ItFrom the Navigation menu select SECURITY gt DOMAINS and SECURITY gt SHARES

                                    Join a DomainBefore you can create a share you must join a Windows domain

                                    You can pre-create a machine account in an Active Directory under a specified OU If you choose notto do so Aureum will try to add a computer account to the default location of ldquoComputersrdquo

                                    Important If Aureum is already joined to a domain joining another domain will replace thejoin not add to it Aureum will only be joined to the most recently joined domain

                                    1 From the Navigation menu select SECURITY gt DOMAINS2 Type the complete Windows domain to join for example engexamplecom3 Type the username with access to the domain The user must have the necessary permissions to

                                    join Aureum to the domain4 Type the password associated with the username or access to modify an object in the OU if the

                                    machine account was pre-created

                                    Install Aureum | 27

                                    5 In the NETBIOS NAME field set the Aureum computer account name you wish to be created in theActive Directory If Aureum is using a pre-created machine account in a specific OU then the nameyou specify here must match that name exactly

                                    6 Click JOIN

                                    After the domain has been joined the JOIN button changes to LEAVE To leave the domain clickLEAVE

                                    Create a ShareCreate a share to allow Windows users to connect to Aureum

                                    Before you can create a share you must join the appropriate domain

                                    1 From the Navigation menu select SECURITY gt SHARES2 Type the name of the share3 In the SHARE CONTENT IN field choose the appropriate data class

                                    The IN DIRECTORY field automatically populates with the path specified by the chosen data classYou can extend this path but you cannot shorten it For example if the data class specifies the engineeringsoftware directory you can extend this path to be engineeringsoftwareqa However youcannot shorten the path to be engineering

                                    Note The system root data class specifies the root () directory You can extend this path inany way you choose The path must start with a slash and wildcards are not allowed

                                    4 Optional Include a description to provide more information about the share5 Click CREATE

                                    6 To edit or delete a share click the share to be modified

                                    bull To edit the share make the changes needed in the edit panel and click SAVE CHANGESbull To delete the share click the trash can icon ( ) and confirm the deletion

                                    Mount an Aureum Windows ShareDomain-authenticated users can mount and access Aureum directories using a share

                                    After Aureum has been joined to a domain and the share has been created you can easily mount tothe share

                                    The exact mount process is based on your workstation OS

                                    Install Aureum | 28

                                    If you do not already know it you can determine the mount point from Aureum by navigating to theJOIN DOMAIN page and using one of the listed public IP addresses as the mount point Include theshare name when mounting

                                    Peaxy recommends that you take the list of public IP addresses and enter them into your DNS serverlisted under the Aureum NetBIOS name within the appropriate domain In cases where multipleaddresses are used the DNS server automatically round-robins the returned address This ensure thatclient connection load is distributed across the available nodes

                                    As a Windows example to mount a drive letter to Aureum Type

                                    net use ltdrive_lettergt ltpublic addressgtltshare namegt

                                    where ltdrive_lettergt is the drive letter to assign to Aureum ltpublic_addressgt is the IP address usedto join the domain and ltshare_namegt is the share

                                    You then log into the share using your domain-authenticated username and password For exampleMYDOMAINmyname

                                    After mapping the drive access Aureum through Windows Explorer just like you would any otherdrive

                                    If the share does not appear in the Windows Explorer after a change such as a system reboot occursrefresh the view using the Refresh icon ( ) The share should display correctly

                                    You do not have to assign a share to a drive letter however In Windows Explorer type the public IPaddress and share name into the address bar Provide your username and password

                                    POSIX ComplianceAureum provides a POSIX-compliant interface

                                    Most of the Aureum interfaces are POSIX compliant and adhere to the IEEE standard The following isa list of exceptions to compliance

                                    bull The directory nlink count is not incremented when a subdirectory is addedbull inode retention differs from the POSIX specification because there is no way to retain the original

                                    inode number when a rename entails a move to a different device You can display the datahyperserver extent ID instead of the namespace hyperserver Node ID to the caller in the statfamily of calls This does not change when a file or directory is renamed It does change if the file ismigrated from one data hyperserver to another

                                    bull If two mount points are held to the same Aureum and a file is closed on one Aureum does notremove a fcntl lock for the same file on another This is a variance on the way that NFS worksThe internal locking structures take into account the client ID which varies depending on the clientmount If there are two different mounts to a server Aureum treats them as separate machineswhich NFS does not

                                    bull The file locking call flock() is emulated using POSIX byte range locks (fcntl() ) The POSIXcompliance specification does not cover flock() This implementation mirrors the behavior ofNFS The Aureum behavior is slightly different and varies from the POSIX specification as follows

                                    1 As in NFS you must have write permissions to get a write lock2 As in NFS you cannot place both flock() and fcntl() locks on the same file as these locks

                                    will conflict3 An flock() will not inherit across forks4 The flock() will be durable against other file closes but fcntl() locks will not behave within

                                    the POSIX specification5 As well as being removed by an explicit f_unlock record locks are automatically released

                                    when the process terminates or if it closes any file descriptor referring to a file on which locksare held This means that a process can lose the locks on a file like etcpasswd or etcmtab if a library function opens reads and closes it

                                    Information and ResourcesThe latest news and information can always be found on the Peaxy website

                                    Peaxy provides documents that are designed for different audiences These documents furnish acomprehensive explanation of Aureum and how to use it Additionally information is available fromtooltips Each field has a tooltip that adds explanations and any limitations for the item

                                    The most current and accurate information available was included at the time this document wasprepared However changes may occur after the document is released Always read the ReleaseNotes for the most current information

                                    Aureum Installation GuideA step-by-step guide to installing and configuring Aureum into your network

                                    Aureum Administrator GuideA guide to understanding the Aureum architecture Provides details for planning configuring andmonitoring your implementation

                                    Quickstart SeriesA series of two-page guides providing an abbreviated set of instructions for Aureum tasks Theycan be taken in order or used as reminders for individual tasks

                                    Tech NotesSome technical issues are outside the scope of the regular documentation These are presented asTechnical Notes

                                    Contact Peaxy9 am to 5 pm Pacific Standard Time

                                    Main +1 (408) 441-6500

                                    Support +1 (408) 763-3700

                                    By phone

                                    Support toll free US only +1 (844) 277-3299

                                    General information infopeaxynet

                                    Sales salespeaxynet

                                    Support supportpeaxynet

                                    By email

                                    Documentation feedback feedbackpeaxynet

                                    Online wwwpeaxynetsupport (login required)

                                    Peaxy Inc

                                    2380 Bering Dr

                                    By mail

                                    San Jose CA 95131 USA

                                    LegalPeaxyreg and Aureumtrade are registered trademarks of Peaxy Inc

                                    All other trademarks belong to their respective companies

                                    CopyrightsThis document is copyright copy 2016 Peaxy Inc

                                    Aureum software includes portions of the following

                                    bull Amazon Web Services (AWS) Java SDK httpsawsamazoncomsdk-for-java and httpawsamazoncomapache-2-0

                                    bull Apache License Version 20 January 2004bull BEOPEN PYTHON OPEN SOURCE LICENSE AGREEMENT VERSION 1bull BSD 3bull crc32 routine COPYRIGHT copy 1986 Gary S Brownbull Element Tree used under the Python licensebull Erlang Public License (EPL) a derivative work of the Mozilla Public License Now provided under

                                    the Apache 20 licensebull GoogleAuth httpsgithubcomwstrangeGoogleAuthbull GNU Lesser General Public License Version 3 Copyright copy 2007 Free Software Foundation Inc

                                    and GNU Lesser General Public License Version 21 Copyright copy 1999 Free Software FoundationInc

                                    bull Samba is Free Software licensed under the GNU General Public License httpswwwsambaorgsambadocsGPLhtml the Samba project is a member of the Software Freedom Conservancy

                                    bull JSON-C Copyright (c) 2009-2012 Eric Haszlakiewicz and Copyright (c) 2004-2005 MetaparadigmPte Ltd

                                    bull Kerberos Copyright copy 1985-2009 now under the MIT 2 licensebull libcurl Copyright (c) 1996 - 2015 Daniel Stenbergdanielhaxxsebull lshow used under the GPL licensebull MIT (X11) Copyright copy 2007-2015bull RIAK Creative Commons (httpcreativecommonsorg licensesby30)bull Goldrush Copyright copy 2012 Magnus Klaarbull Meld Under ZPL licensebull NSIS (Nullsoft Scriptable Install System) copy 1999-2013bull OpenSSL License Copyright (c) 1998-2016 The OpenSSL Project and Original SSLeay License

                                    Copyright (c) 1995-1998 Eric Youngbull Protobuf Copyright 2008 Google Inc now under the BSD 3 licensebull Setup Tools (setuptools-06c11) Under ZPL licensebull Sodium crypto library (libsodium) ISC license Copyright (c) 2013-2015 Frank Denisbull Solr the Apache Lucene project Copyright copy 2010 The Apache Software Foundationbull TCL Copyright copy Regents of the University of California Sun Microsystems Inc Scriptics

                                    Corporation and other partiesbull The Apache Lucene project Copyright copy 2010 The Apache Software Foundationbull The Apache Tika project Copyright copy The Apache Software Foundationbull VirtualBox Copyright copy 2007 Oracle Corp as part of the GNU GPL V2 Licensebull YAWS Copyright copy 2006 Claes Wikstrom now under the BSD licensebull Apache zookeeper Under the Apache 2 license

                                    Index | 35

                                    Index

                                    bdl license file 18

                                    img 12

                                    MD5 12

                                    zip 12

                                    A

                                    access directories 24Active Directory 26add

                                    resources 19servers 19

                                    Admin 17administrator 17AMS 12 14 15 16Aureum IP address 11Aureum Manager 6 12 14Aureum name 18Aureum overview 5average file size 18

                                    B

                                    beacon turning on or off 19BIOS 15bonding network interface 19bootable USB 12 14browser 15button color 17

                                    C

                                    capacity 10 19CentOS 10checksum 12client registration 22clients 22configuration 11configure email 21connect 22contact 31create

                                    export 23share 27

                                    create Aureum 15create storage class 20

                                    D

                                    dedicated capacity 20dedicated nodes 5default storage class 20directory access 24discover resources 12 14 19discovery state Aureum nodes 12 14disk space required 10DNS server 11DNS servers 18documentation 31domain-authenticated user

                                    domain 27

                                    domain-authentication 22domain suffix 11download images 14

                                    E

                                    editsecurity level 22

                                    emailer settings 21Ethernet

                                    interface 10switch 10

                                    exportCIFS 23create an export 23

                                    F

                                    files needed 12 14firewall 12flexible capacity 20flock 29FUSE 10

                                    G

                                    gateway 11 18

                                    H

                                    hardware requirements 10how to reach Peaxy 31

                                    I

                                    image copier 12 14import a license 18initial configuration 18inode retention 29install

                                    client 24Linux client 24

                                    introduction 5iptables 16

                                    J

                                    javarequired version 12 14

                                    javaw 14

                                    K

                                    Kerberos 22 22 23

                                    L

                                    legal 33levels of security 23license files 18licenses 18

                                    Index | 36

                                    Linux client install 24localhost 15location 18

                                    M

                                    maintenance agreement 18management IP 15mapping 22mount Aureum 24 27mounting 22 22

                                    N

                                    namespace 18Navigation menu

                                    configuration 11security 22

                                    netBIOS 22NIC 19NTP server 11 18

                                    O

                                    outgoing email 21overview

                                    architecture 6Aureum building blocks 6components 6

                                    P

                                    password 17password limitations 17ports 12POSIX compliance 29primary domain 18primary domain suffix 11

                                    R

                                    RAM requirements 10realms 22reboot 12 14recommended configuration 10Red Hat Enterprise Linux 10replication factor 11 18 20resources

                                    needed 10run setup 16

                                    S

                                    samsp 12 14 16security 22 23security levels

                                    security 22 23select the license 18SElinux 16sestatus 16set performance levels 20settings 11setup 16share

                                    CIFS 27

                                    create a share 27Share 26SMTP 17 21software files 14space needed 10storage class creating default 20subnet mask 11Support hours 31

                                    T

                                    tar ball 24time server 18time zone 11 18

                                    U

                                    USB 15USB stick 10 12 14user account 17

                                    V

                                    virtualization 6 15

                                    W

                                    what youll need 11Windows

                                    domain 26join a domain 26share 27

                                    Windows client 10

                                    Y

                                    yum 24

                                    • Contents
                                    • Introduction
                                      • How Aureum Works
                                        • Install Aureum
                                          • Resource Requirements
                                          • Aureum Configuration Settings
                                          • Port Requirements and Firewall Settings
                                          • Prepare Aureum Installation Resources (Linux)
                                          • Prepare Aureum Installation Resources (Windows)
                                          • Install the Software
                                          • Continue the Installation
                                          • Create an Admin Account
                                          • Import an Aureum License
                                          • Provide Aureum Information
                                          • Add Resources
                                          • Create a Default Storage Class
                                          • Define Outgoing Mail Settings
                                          • Create a Client Registration User
                                          • Configure Security
                                          • Connect
                                            • Linux Client-Aureum Registration
                                            • Security Levels
                                            • Create an Export
                                            • Install a Linux-based Aureum Client
                                              • Mount Aureum (Linux)
                                              • Unregister a Linux Client from Aureum
                                                • Windows Configuration
                                                  • Join a Domain
                                                  • Create a Share
                                                  • Mount an Aureum Windows Share
                                                    • POSIX Compliance
                                                    • Information and Resources
                                                    • Index

                                      Install Aureum | 22

                                      3 By default the system uses port 587 This is usually the right setting Only change the EMAILSERVER PORT if your organizations SMTP server requires it

                                      4 Enter a valid user account and password that Aureum will use to send email from this server5 Optional SEND FROM is required only if your email server requires Transport Layer Security (TLS)

                                      If this is the case type the SEND FROM email addressGenerally the recommended SEND FROM address is a working system administrator account

                                      6 Click SAVE

                                      Create a Client Registration UserThe Aureum client registration user and password allow client authentication at mount time

                                      This allows you to create a custom account for authenticating client mounts

                                      1 Click REGISTRATION2 Type a name for the user This will be the username that is authorized to type in the registration

                                      password when an Aureum client is installed3 Type the client registration password This password is used to register the Aureum client for

                                      authentication at mount time4 Click SAVE

                                      Configure SecurityDefine define the level of security for client communication

                                      1 Click SECURITY LEVEL2 Slide the controller to the level of security your data will use

                                      3 Click ACCEPT

                                      ConnectAn Aureum client mounts Aureum and allows access to folders and files Peaxy provides clientsoftware for Linux users and allows Windows users to access Aureum through a Windows share

                                      The Linux-based client uses a FUSE component to remotely access Aureum services Almost all Linuxinstallations include FUSE so you should not need to do anything extra

                                      The Aureum client has a small footprint A very limited set of memory and CPU cycles are needed toperform the client functions Also the Aureum client can be used concurrently with other clients forNFS and other network file systems

                                      When you install the client the client drivers are added to the default system directories To accessthese directories use the mount command (more commonly known as mapping a drive in Windows)to mount the client to the directory

                                      Install Aureum | 23

                                      Mounting a client to an Aureum directory loads all the data structures necessary for the client tointeract with Aureum As the structures change Aureum updates them In order for a client to accessAureum all that is necessary is that the client know the IP address or URL to which the client willconnect and the client-Aureum registration password

                                      Also available is the ability to join a Windows domain and create domain-authenticated users who canaccess different areas of Aureum

                                      Linux Client-Aureum RegistrationThe minimum security level for Aureum is the authenticated mount To ensure that unauthorized usersdont gain access to data Peaxy provides an authenticated mount between Aureum Linux clients andAureum using certificates and registration

                                      Note The process described in this section applies to Linux clients Windows domains userswith credentials from an Active Directory access Aureum through a Windows share

                                      Security is always an important part of any system that provides data access especially when theaccess spans many users and locations Peaxy provides a registration process where the clientand server exchange certificates which are used to authenticate subsequent connections Theregistration provides a mutual authentication method between the client and Aureum allowing theclient access Only authenticated clients are allowed to mount Aureum Other clients cannot use thesame authentication as part of the certificate registration Aureum generates a client key pair that isunique to each client-Aureum connection

                                      How It WorksThe AMS requires a dynamic registration at the initial mount time As part of the registration Aureumgenerates a key pair unique to each client This key pair is persistent so you do not need to re-register the client each time you mount Aureum

                                      This initial registration is required the first time the client mounts Aureum and requires a specialregistration password that is unique to Aureum This password is entered by the Aureum administratorat the workstation on which the client is installed Subsequent client mounts use the client certificateissued during registration

                                      Security LevelsAureum offers varying levels of security

                                      The security level is visible on the Aureum card or list and is indicated in the SECURITY section by thenumber of total locks that are green Gray locks indicate how many additional security levels you canselect For example if there are four total locks and three are green your current security level is 3Message Integrity

                                      bull Data Confidentiality all data in and out of Aureum is verified and encryptedbull Message Integrity message authentication codes verify message integritybull Kerberos Authentication use the Kerberos authentication protocol as the mechanism for

                                      authentication between a client and a server or between one server and another serverbull Authenticated Mount use X509 certificates to mutually authenticate and validate all Aureum

                                      clients and hyperservers in Aureum

                                      Create an ExportCreate an export to allow Linux clients to mount and access Aureum

                                      1 From the Navigation menu select SECURITY gt EXPORTS2 Type the export name3 In the EXPORT CONTENT IN field choose the data class to export

                                      The IN DIRECTORY field automatically populates with the path specified by the chosen data classYou can extend this path but you cannot shorten it For example if the data class specifies the

                                      Install Aureum | 24

                                      engineeringsoftware directory you can extend this path to be engineeringsoftwareqa However youcannot shorten the path to be engineering

                                      Note The system root data class specifies the root () directory You can extend this path inany way you choose The path must start with a slash and wildcards are not allowed

                                      4 Optional Include a description to provide more information about the export5 Click CREATE6 To edit or delete an export click the corresponding entry in the list

                                      bull To edit the export make the changes needed in the edit panel and click SAVE CHANGESbull To delete an export click the corresponding trash can icon ( ) and confirm the deletion

                                      Install a Linux-based Aureum ClientYou install the Aureum client on physical hardware or on a workstation in the cloud Use the client tomount and access Aureum directories

                                      Before installing the client make sure that your system meets the minimum requirements describedin the Requirements section of this document

                                      Note Aureum uses FUSE in Direct IO mode for better performance The version of FUSErunning on older versions of CentOS Red Hat Enterprise Linux doesnt support mmap whenFUSE is being used this way This might cause some mmap functions such as ACCESS_WRITEMAP_SHARED and PROT_WRITE to fail You can use the mount flag --disable-direct-io-mode to disable Direct IO mode

                                      If you choose to use Direct IO mmap will be disabled on CentOS56 and 57 since those versionsdont support mmap with direct IO Enabling this option will result in a significant performancedegradation on clients using this option Peaxy strongly recommends that you upgrade to a newerversion of Linux

                                      Ensure FUSE and its dependencies have been installed on each client If it has not been installedinstall FUSE according to the instructions for the package you chose On CentOS for example installthis by typing

                                      sudo yum -y install fusex86_64 fuse-develx86_64 fuse-libsx86_64

                                      The version numbers for your installation may differ

                                      If you have installed a version of the fuseko module that is not the Peaxy-specific version runadditional commands at the end of the installation process This prevents kernel-oops messages fromconsuming all of the space in the varspool directory These messages indicate a benign conditiondue to a Linux FUSE problem

                                      Run the following commands

                                      chkconfig --levels 2345 abrt-oops off service abrt-oops stop

                                      Note The client installation sets the following values automatically

                                      Parameter Value set to

                                      netipv4tcp_tw_recycle 1

                                      netipv4tcp_fin_timeout 2

                                      netcorewmem_max 2097152

                                      netcorermem_max 2097152

                                      netcorewmem_default 2097152

                                      netcorermem_default 2097152

                                      Install Aureum | 25

                                      1 Download the Aureum client file from the support section of the Peaxy website at wwwpeaxynetsupport (login is required)The file is downloaded as a targz package and contains an installer It has a name similar tohfclient-fuse-400ltbuildnumbergttargz

                                      2 Unpack the distribution file by typing the following

                                      tar -zxvf hfclient-fuse-400ltbuildnumbergttargz

                                      You will see something like the following

                                      hfclient-fuse-400hfclient-fuse-400setupshhfclient-fuse-400scriptshfclient-fuse-400scriptsupdatedbshhfclient-fuse-400scriptsc_rehashshhfclient-fuse-400scriptssysctlshhfclient-fuse-400scriptsunregshhfclient-fuse-400scriptsconfshhfclient-fuse-400binhfclient-fuse-400binfusehfCentOS-5xhfclient-fuse-400binfusehfhfclient-fuse-400confhfclient-fuse-400confhfconftgz

                                      3 While logged in as root run setupsh installThe driver files are installed in the default system directories You will see something similar to thefollowing

                                      sudo setupsh install

                                      Installer for Peaxy Aureum Client version 40

                                      Checking package contentsInstalling hf client binariesremoved `optpeaxy-40sbinfusehf`binfusehf -gt `optpeaxy-40sbinfusehfInstallation complete

                                      Mount Aureum

                                      Mount Aureum (Linux)After the client is installed use the mount command to mount Aureum

                                      At a command prompt type

                                      sudo mkdir -p ltmnt_pointgtsudo mount -t fusehf hfltmgmt_ipgt ltmnt_pointgt -o user=ltclient registration usernamegt

                                      where ltmgmt_ipgt is the Aureum IP address for example 172161061 and ltmnt_pointgt is thedirectory that will serve as your local mount point for example mntpeaxy

                                      If you omit -o user=ltclient_user_namegt you would be prompted for the password associatedwith the local admin account to complete the client registration Best practice is to always create aclient registration account and use that password

                                      The first time you mount the client to Aureum you will be prompted for a registration passwordto allow client-Aureum authentication Type the client registration password Otherwise youradministrator must do this for you

                                      Peaxy strongly recommends that you change the password often especially after typing the passwordfor a client registration

                                      If you or your IT administrator have associated a DNS entry with the Aureum IP address you mightwant to use the DNS name as the name for your mount point

                                      Install Aureum | 26

                                      To configure the Aureum client to automatically mount on startup locate the etcfstab file andadd the line

                                      hfltmgmt_ipgt ltmnt_pointgt fusehf defaults 0 0

                                      where ltmgmt_ipgt is the Aureum IP address for example 172161061 and ltmnt_pointgt is the localmount point for example mntpeaxy

                                      Note If you are running CentOS 7 change this line to add the _netdev flag as below

                                      hfltmgmt_ipgt ltmnt_pointgt fusehf defaults_netdev 0 0

                                      You can now use the Aureum client to access Aureum

                                      Unregister a Linux Client from AureumYou can securely unregister an installed FUSE client from the Aureum system that it mounts

                                      Removing the registration renders the client unable to access Aureum If you use the all option youwill need to perform a new registration setup before you can mount Aureum again

                                      Unregistering a client is done by running the unregsh script Use the following procedure tounregister the client

                                      1 On the workstation running the client open a command prompt2 Move to optpeaxybin the location of the script3 Run the script

                                      bull Type sudo unregsh ltAureumgt to unregister the client from a specific Aureum systemReplace ltAureumgt with the Aureum system to unregister

                                      bull Type sudo unregsh all to unregister the client from all Aureum systems on which theclient is registered

                                      Note Peaxy strongly recommends using the all option before you decommission aclient workstation

                                      Windows ConfigurationDomain users with credentials from an Active Directory can access Aureum through a share

                                      After Aureum joins a domain it sets up network shares for chosen directories (including all containedsubdirectories) To domain users these shares look the same as any other folder that is accessible viathe network

                                      Unlike an Aureum client which mounts to the root of the volume a share allows a user to exportsubdirectories for more granular access

                                      Where to Find ItFrom the Navigation menu select SECURITY gt DOMAINS and SECURITY gt SHARES

                                      Join a DomainBefore you can create a share you must join a Windows domain

                                      You can pre-create a machine account in an Active Directory under a specified OU If you choose notto do so Aureum will try to add a computer account to the default location of ldquoComputersrdquo

                                      Important If Aureum is already joined to a domain joining another domain will replace thejoin not add to it Aureum will only be joined to the most recently joined domain

                                      1 From the Navigation menu select SECURITY gt DOMAINS2 Type the complete Windows domain to join for example engexamplecom3 Type the username with access to the domain The user must have the necessary permissions to

                                      join Aureum to the domain4 Type the password associated with the username or access to modify an object in the OU if the

                                      machine account was pre-created

                                      Install Aureum | 27

                                      5 In the NETBIOS NAME field set the Aureum computer account name you wish to be created in theActive Directory If Aureum is using a pre-created machine account in a specific OU then the nameyou specify here must match that name exactly

                                      6 Click JOIN

                                      After the domain has been joined the JOIN button changes to LEAVE To leave the domain clickLEAVE

                                      Create a ShareCreate a share to allow Windows users to connect to Aureum

                                      Before you can create a share you must join the appropriate domain

                                      1 From the Navigation menu select SECURITY gt SHARES2 Type the name of the share3 In the SHARE CONTENT IN field choose the appropriate data class

                                      The IN DIRECTORY field automatically populates with the path specified by the chosen data classYou can extend this path but you cannot shorten it For example if the data class specifies the engineeringsoftware directory you can extend this path to be engineeringsoftwareqa However youcannot shorten the path to be engineering

                                      Note The system root data class specifies the root () directory You can extend this path inany way you choose The path must start with a slash and wildcards are not allowed

                                      4 Optional Include a description to provide more information about the share5 Click CREATE

                                      6 To edit or delete a share click the share to be modified

                                      bull To edit the share make the changes needed in the edit panel and click SAVE CHANGESbull To delete the share click the trash can icon ( ) and confirm the deletion

                                      Mount an Aureum Windows ShareDomain-authenticated users can mount and access Aureum directories using a share

                                      After Aureum has been joined to a domain and the share has been created you can easily mount tothe share

                                      The exact mount process is based on your workstation OS

                                      Install Aureum | 28

                                      If you do not already know it you can determine the mount point from Aureum by navigating to theJOIN DOMAIN page and using one of the listed public IP addresses as the mount point Include theshare name when mounting

                                      Peaxy recommends that you take the list of public IP addresses and enter them into your DNS serverlisted under the Aureum NetBIOS name within the appropriate domain In cases where multipleaddresses are used the DNS server automatically round-robins the returned address This ensure thatclient connection load is distributed across the available nodes

                                      As a Windows example to mount a drive letter to Aureum Type

                                      net use ltdrive_lettergt ltpublic addressgtltshare namegt

                                      where ltdrive_lettergt is the drive letter to assign to Aureum ltpublic_addressgt is the IP address usedto join the domain and ltshare_namegt is the share

                                      You then log into the share using your domain-authenticated username and password For exampleMYDOMAINmyname

                                      After mapping the drive access Aureum through Windows Explorer just like you would any otherdrive

                                      If the share does not appear in the Windows Explorer after a change such as a system reboot occursrefresh the view using the Refresh icon ( ) The share should display correctly

                                      You do not have to assign a share to a drive letter however In Windows Explorer type the public IPaddress and share name into the address bar Provide your username and password

                                      POSIX ComplianceAureum provides a POSIX-compliant interface

                                      Most of the Aureum interfaces are POSIX compliant and adhere to the IEEE standard The following isa list of exceptions to compliance

                                      bull The directory nlink count is not incremented when a subdirectory is addedbull inode retention differs from the POSIX specification because there is no way to retain the original

                                      inode number when a rename entails a move to a different device You can display the datahyperserver extent ID instead of the namespace hyperserver Node ID to the caller in the statfamily of calls This does not change when a file or directory is renamed It does change if the file ismigrated from one data hyperserver to another

                                      bull If two mount points are held to the same Aureum and a file is closed on one Aureum does notremove a fcntl lock for the same file on another This is a variance on the way that NFS worksThe internal locking structures take into account the client ID which varies depending on the clientmount If there are two different mounts to a server Aureum treats them as separate machineswhich NFS does not

                                      bull The file locking call flock() is emulated using POSIX byte range locks (fcntl() ) The POSIXcompliance specification does not cover flock() This implementation mirrors the behavior ofNFS The Aureum behavior is slightly different and varies from the POSIX specification as follows

                                      1 As in NFS you must have write permissions to get a write lock2 As in NFS you cannot place both flock() and fcntl() locks on the same file as these locks

                                      will conflict3 An flock() will not inherit across forks4 The flock() will be durable against other file closes but fcntl() locks will not behave within

                                      the POSIX specification5 As well as being removed by an explicit f_unlock record locks are automatically released

                                      when the process terminates or if it closes any file descriptor referring to a file on which locksare held This means that a process can lose the locks on a file like etcpasswd or etcmtab if a library function opens reads and closes it

                                      Information and ResourcesThe latest news and information can always be found on the Peaxy website

                                      Peaxy provides documents that are designed for different audiences These documents furnish acomprehensive explanation of Aureum and how to use it Additionally information is available fromtooltips Each field has a tooltip that adds explanations and any limitations for the item

                                      The most current and accurate information available was included at the time this document wasprepared However changes may occur after the document is released Always read the ReleaseNotes for the most current information

                                      Aureum Installation GuideA step-by-step guide to installing and configuring Aureum into your network

                                      Aureum Administrator GuideA guide to understanding the Aureum architecture Provides details for planning configuring andmonitoring your implementation

                                      Quickstart SeriesA series of two-page guides providing an abbreviated set of instructions for Aureum tasks Theycan be taken in order or used as reminders for individual tasks

                                      Tech NotesSome technical issues are outside the scope of the regular documentation These are presented asTechnical Notes

                                      Contact Peaxy9 am to 5 pm Pacific Standard Time

                                      Main +1 (408) 441-6500

                                      Support +1 (408) 763-3700

                                      By phone

                                      Support toll free US only +1 (844) 277-3299

                                      General information infopeaxynet

                                      Sales salespeaxynet

                                      Support supportpeaxynet

                                      By email

                                      Documentation feedback feedbackpeaxynet

                                      Online wwwpeaxynetsupport (login required)

                                      Peaxy Inc

                                      2380 Bering Dr

                                      By mail

                                      San Jose CA 95131 USA

                                      LegalPeaxyreg and Aureumtrade are registered trademarks of Peaxy Inc

                                      All other trademarks belong to their respective companies

                                      CopyrightsThis document is copyright copy 2016 Peaxy Inc

                                      Aureum software includes portions of the following

                                      bull Amazon Web Services (AWS) Java SDK httpsawsamazoncomsdk-for-java and httpawsamazoncomapache-2-0

                                      bull Apache License Version 20 January 2004bull BEOPEN PYTHON OPEN SOURCE LICENSE AGREEMENT VERSION 1bull BSD 3bull crc32 routine COPYRIGHT copy 1986 Gary S Brownbull Element Tree used under the Python licensebull Erlang Public License (EPL) a derivative work of the Mozilla Public License Now provided under

                                      the Apache 20 licensebull GoogleAuth httpsgithubcomwstrangeGoogleAuthbull GNU Lesser General Public License Version 3 Copyright copy 2007 Free Software Foundation Inc

                                      and GNU Lesser General Public License Version 21 Copyright copy 1999 Free Software FoundationInc

                                      bull Samba is Free Software licensed under the GNU General Public License httpswwwsambaorgsambadocsGPLhtml the Samba project is a member of the Software Freedom Conservancy

                                      bull JSON-C Copyright (c) 2009-2012 Eric Haszlakiewicz and Copyright (c) 2004-2005 MetaparadigmPte Ltd

                                      bull Kerberos Copyright copy 1985-2009 now under the MIT 2 licensebull libcurl Copyright (c) 1996 - 2015 Daniel Stenbergdanielhaxxsebull lshow used under the GPL licensebull MIT (X11) Copyright copy 2007-2015bull RIAK Creative Commons (httpcreativecommonsorg licensesby30)bull Goldrush Copyright copy 2012 Magnus Klaarbull Meld Under ZPL licensebull NSIS (Nullsoft Scriptable Install System) copy 1999-2013bull OpenSSL License Copyright (c) 1998-2016 The OpenSSL Project and Original SSLeay License

                                      Copyright (c) 1995-1998 Eric Youngbull Protobuf Copyright 2008 Google Inc now under the BSD 3 licensebull Setup Tools (setuptools-06c11) Under ZPL licensebull Sodium crypto library (libsodium) ISC license Copyright (c) 2013-2015 Frank Denisbull Solr the Apache Lucene project Copyright copy 2010 The Apache Software Foundationbull TCL Copyright copy Regents of the University of California Sun Microsystems Inc Scriptics

                                      Corporation and other partiesbull The Apache Lucene project Copyright copy 2010 The Apache Software Foundationbull The Apache Tika project Copyright copy The Apache Software Foundationbull VirtualBox Copyright copy 2007 Oracle Corp as part of the GNU GPL V2 Licensebull YAWS Copyright copy 2006 Claes Wikstrom now under the BSD licensebull Apache zookeeper Under the Apache 2 license

                                      Index | 35

                                      Index

                                      bdl license file 18

                                      img 12

                                      MD5 12

                                      zip 12

                                      A

                                      access directories 24Active Directory 26add

                                      resources 19servers 19

                                      Admin 17administrator 17AMS 12 14 15 16Aureum IP address 11Aureum Manager 6 12 14Aureum name 18Aureum overview 5average file size 18

                                      B

                                      beacon turning on or off 19BIOS 15bonding network interface 19bootable USB 12 14browser 15button color 17

                                      C

                                      capacity 10 19CentOS 10checksum 12client registration 22clients 22configuration 11configure email 21connect 22contact 31create

                                      export 23share 27

                                      create Aureum 15create storage class 20

                                      D

                                      dedicated capacity 20dedicated nodes 5default storage class 20directory access 24discover resources 12 14 19discovery state Aureum nodes 12 14disk space required 10DNS server 11DNS servers 18documentation 31domain-authenticated user

                                      domain 27

                                      domain-authentication 22domain suffix 11download images 14

                                      E

                                      editsecurity level 22

                                      emailer settings 21Ethernet

                                      interface 10switch 10

                                      exportCIFS 23create an export 23

                                      F

                                      files needed 12 14firewall 12flexible capacity 20flock 29FUSE 10

                                      G

                                      gateway 11 18

                                      H

                                      hardware requirements 10how to reach Peaxy 31

                                      I

                                      image copier 12 14import a license 18initial configuration 18inode retention 29install

                                      client 24Linux client 24

                                      introduction 5iptables 16

                                      J

                                      javarequired version 12 14

                                      javaw 14

                                      K

                                      Kerberos 22 22 23

                                      L

                                      legal 33levels of security 23license files 18licenses 18

                                      Index | 36

                                      Linux client install 24localhost 15location 18

                                      M

                                      maintenance agreement 18management IP 15mapping 22mount Aureum 24 27mounting 22 22

                                      N

                                      namespace 18Navigation menu

                                      configuration 11security 22

                                      netBIOS 22NIC 19NTP server 11 18

                                      O

                                      outgoing email 21overview

                                      architecture 6Aureum building blocks 6components 6

                                      P

                                      password 17password limitations 17ports 12POSIX compliance 29primary domain 18primary domain suffix 11

                                      R

                                      RAM requirements 10realms 22reboot 12 14recommended configuration 10Red Hat Enterprise Linux 10replication factor 11 18 20resources

                                      needed 10run setup 16

                                      S

                                      samsp 12 14 16security 22 23security levels

                                      security 22 23select the license 18SElinux 16sestatus 16set performance levels 20settings 11setup 16share

                                      CIFS 27

                                      create a share 27Share 26SMTP 17 21software files 14space needed 10storage class creating default 20subnet mask 11Support hours 31

                                      T

                                      tar ball 24time server 18time zone 11 18

                                      U

                                      USB 15USB stick 10 12 14user account 17

                                      V

                                      virtualization 6 15

                                      W

                                      what youll need 11Windows

                                      domain 26join a domain 26share 27

                                      Windows client 10

                                      Y

                                      yum 24

                                      • Contents
                                      • Introduction
                                        • How Aureum Works
                                          • Install Aureum
                                            • Resource Requirements
                                            • Aureum Configuration Settings
                                            • Port Requirements and Firewall Settings
                                            • Prepare Aureum Installation Resources (Linux)
                                            • Prepare Aureum Installation Resources (Windows)
                                            • Install the Software
                                            • Continue the Installation
                                            • Create an Admin Account
                                            • Import an Aureum License
                                            • Provide Aureum Information
                                            • Add Resources
                                            • Create a Default Storage Class
                                            • Define Outgoing Mail Settings
                                            • Create a Client Registration User
                                            • Configure Security
                                            • Connect
                                              • Linux Client-Aureum Registration
                                              • Security Levels
                                              • Create an Export
                                              • Install a Linux-based Aureum Client
                                                • Mount Aureum (Linux)
                                                • Unregister a Linux Client from Aureum
                                                  • Windows Configuration
                                                    • Join a Domain
                                                    • Create a Share
                                                    • Mount an Aureum Windows Share
                                                      • POSIX Compliance
                                                      • Information and Resources
                                                      • Index

                                        Install Aureum | 23

                                        Mounting a client to an Aureum directory loads all the data structures necessary for the client tointeract with Aureum As the structures change Aureum updates them In order for a client to accessAureum all that is necessary is that the client know the IP address or URL to which the client willconnect and the client-Aureum registration password

                                        Also available is the ability to join a Windows domain and create domain-authenticated users who canaccess different areas of Aureum

                                        Linux Client-Aureum RegistrationThe minimum security level for Aureum is the authenticated mount To ensure that unauthorized usersdont gain access to data Peaxy provides an authenticated mount between Aureum Linux clients andAureum using certificates and registration

                                        Note The process described in this section applies to Linux clients Windows domains userswith credentials from an Active Directory access Aureum through a Windows share

                                        Security is always an important part of any system that provides data access especially when theaccess spans many users and locations Peaxy provides a registration process where the clientand server exchange certificates which are used to authenticate subsequent connections Theregistration provides a mutual authentication method between the client and Aureum allowing theclient access Only authenticated clients are allowed to mount Aureum Other clients cannot use thesame authentication as part of the certificate registration Aureum generates a client key pair that isunique to each client-Aureum connection

                                        How It WorksThe AMS requires a dynamic registration at the initial mount time As part of the registration Aureumgenerates a key pair unique to each client This key pair is persistent so you do not need to re-register the client each time you mount Aureum

                                        This initial registration is required the first time the client mounts Aureum and requires a specialregistration password that is unique to Aureum This password is entered by the Aureum administratorat the workstation on which the client is installed Subsequent client mounts use the client certificateissued during registration

                                        Security LevelsAureum offers varying levels of security

                                        The security level is visible on the Aureum card or list and is indicated in the SECURITY section by thenumber of total locks that are green Gray locks indicate how many additional security levels you canselect For example if there are four total locks and three are green your current security level is 3Message Integrity

                                        bull Data Confidentiality all data in and out of Aureum is verified and encryptedbull Message Integrity message authentication codes verify message integritybull Kerberos Authentication use the Kerberos authentication protocol as the mechanism for

                                        authentication between a client and a server or between one server and another serverbull Authenticated Mount use X509 certificates to mutually authenticate and validate all Aureum

                                        clients and hyperservers in Aureum

                                        Create an ExportCreate an export to allow Linux clients to mount and access Aureum

                                        1 From the Navigation menu select SECURITY gt EXPORTS2 Type the export name3 In the EXPORT CONTENT IN field choose the data class to export

                                        The IN DIRECTORY field automatically populates with the path specified by the chosen data classYou can extend this path but you cannot shorten it For example if the data class specifies the

                                        Install Aureum | 24

                                        engineeringsoftware directory you can extend this path to be engineeringsoftwareqa However youcannot shorten the path to be engineering

                                        Note The system root data class specifies the root () directory You can extend this path inany way you choose The path must start with a slash and wildcards are not allowed

                                        4 Optional Include a description to provide more information about the export5 Click CREATE6 To edit or delete an export click the corresponding entry in the list

                                        bull To edit the export make the changes needed in the edit panel and click SAVE CHANGESbull To delete an export click the corresponding trash can icon ( ) and confirm the deletion

                                        Install a Linux-based Aureum ClientYou install the Aureum client on physical hardware or on a workstation in the cloud Use the client tomount and access Aureum directories

                                        Before installing the client make sure that your system meets the minimum requirements describedin the Requirements section of this document

                                        Note Aureum uses FUSE in Direct IO mode for better performance The version of FUSErunning on older versions of CentOS Red Hat Enterprise Linux doesnt support mmap whenFUSE is being used this way This might cause some mmap functions such as ACCESS_WRITEMAP_SHARED and PROT_WRITE to fail You can use the mount flag --disable-direct-io-mode to disable Direct IO mode

                                        If you choose to use Direct IO mmap will be disabled on CentOS56 and 57 since those versionsdont support mmap with direct IO Enabling this option will result in a significant performancedegradation on clients using this option Peaxy strongly recommends that you upgrade to a newerversion of Linux

                                        Ensure FUSE and its dependencies have been installed on each client If it has not been installedinstall FUSE according to the instructions for the package you chose On CentOS for example installthis by typing

                                        sudo yum -y install fusex86_64 fuse-develx86_64 fuse-libsx86_64

                                        The version numbers for your installation may differ

                                        If you have installed a version of the fuseko module that is not the Peaxy-specific version runadditional commands at the end of the installation process This prevents kernel-oops messages fromconsuming all of the space in the varspool directory These messages indicate a benign conditiondue to a Linux FUSE problem

                                        Run the following commands

                                        chkconfig --levels 2345 abrt-oops off service abrt-oops stop

                                        Note The client installation sets the following values automatically

                                        Parameter Value set to

                                        netipv4tcp_tw_recycle 1

                                        netipv4tcp_fin_timeout 2

                                        netcorewmem_max 2097152

                                        netcorermem_max 2097152

                                        netcorewmem_default 2097152

                                        netcorermem_default 2097152

                                        Install Aureum | 25

                                        1 Download the Aureum client file from the support section of the Peaxy website at wwwpeaxynetsupport (login is required)The file is downloaded as a targz package and contains an installer It has a name similar tohfclient-fuse-400ltbuildnumbergttargz

                                        2 Unpack the distribution file by typing the following

                                        tar -zxvf hfclient-fuse-400ltbuildnumbergttargz

                                        You will see something like the following

                                        hfclient-fuse-400hfclient-fuse-400setupshhfclient-fuse-400scriptshfclient-fuse-400scriptsupdatedbshhfclient-fuse-400scriptsc_rehashshhfclient-fuse-400scriptssysctlshhfclient-fuse-400scriptsunregshhfclient-fuse-400scriptsconfshhfclient-fuse-400binhfclient-fuse-400binfusehfCentOS-5xhfclient-fuse-400binfusehfhfclient-fuse-400confhfclient-fuse-400confhfconftgz

                                        3 While logged in as root run setupsh installThe driver files are installed in the default system directories You will see something similar to thefollowing

                                        sudo setupsh install

                                        Installer for Peaxy Aureum Client version 40

                                        Checking package contentsInstalling hf client binariesremoved `optpeaxy-40sbinfusehf`binfusehf -gt `optpeaxy-40sbinfusehfInstallation complete

                                        Mount Aureum

                                        Mount Aureum (Linux)After the client is installed use the mount command to mount Aureum

                                        At a command prompt type

                                        sudo mkdir -p ltmnt_pointgtsudo mount -t fusehf hfltmgmt_ipgt ltmnt_pointgt -o user=ltclient registration usernamegt

                                        where ltmgmt_ipgt is the Aureum IP address for example 172161061 and ltmnt_pointgt is thedirectory that will serve as your local mount point for example mntpeaxy

                                        If you omit -o user=ltclient_user_namegt you would be prompted for the password associatedwith the local admin account to complete the client registration Best practice is to always create aclient registration account and use that password

                                        The first time you mount the client to Aureum you will be prompted for a registration passwordto allow client-Aureum authentication Type the client registration password Otherwise youradministrator must do this for you

                                        Peaxy strongly recommends that you change the password often especially after typing the passwordfor a client registration

                                        If you or your IT administrator have associated a DNS entry with the Aureum IP address you mightwant to use the DNS name as the name for your mount point

                                        Install Aureum | 26

                                        To configure the Aureum client to automatically mount on startup locate the etcfstab file andadd the line

                                        hfltmgmt_ipgt ltmnt_pointgt fusehf defaults 0 0

                                        where ltmgmt_ipgt is the Aureum IP address for example 172161061 and ltmnt_pointgt is the localmount point for example mntpeaxy

                                        Note If you are running CentOS 7 change this line to add the _netdev flag as below

                                        hfltmgmt_ipgt ltmnt_pointgt fusehf defaults_netdev 0 0

                                        You can now use the Aureum client to access Aureum

                                        Unregister a Linux Client from AureumYou can securely unregister an installed FUSE client from the Aureum system that it mounts

                                        Removing the registration renders the client unable to access Aureum If you use the all option youwill need to perform a new registration setup before you can mount Aureum again

                                        Unregistering a client is done by running the unregsh script Use the following procedure tounregister the client

                                        1 On the workstation running the client open a command prompt2 Move to optpeaxybin the location of the script3 Run the script

                                        bull Type sudo unregsh ltAureumgt to unregister the client from a specific Aureum systemReplace ltAureumgt with the Aureum system to unregister

                                        bull Type sudo unregsh all to unregister the client from all Aureum systems on which theclient is registered

                                        Note Peaxy strongly recommends using the all option before you decommission aclient workstation

                                        Windows ConfigurationDomain users with credentials from an Active Directory can access Aureum through a share

                                        After Aureum joins a domain it sets up network shares for chosen directories (including all containedsubdirectories) To domain users these shares look the same as any other folder that is accessible viathe network

                                        Unlike an Aureum client which mounts to the root of the volume a share allows a user to exportsubdirectories for more granular access

                                        Where to Find ItFrom the Navigation menu select SECURITY gt DOMAINS and SECURITY gt SHARES

                                        Join a DomainBefore you can create a share you must join a Windows domain

                                        You can pre-create a machine account in an Active Directory under a specified OU If you choose notto do so Aureum will try to add a computer account to the default location of ldquoComputersrdquo

                                        Important If Aureum is already joined to a domain joining another domain will replace thejoin not add to it Aureum will only be joined to the most recently joined domain

                                        1 From the Navigation menu select SECURITY gt DOMAINS2 Type the complete Windows domain to join for example engexamplecom3 Type the username with access to the domain The user must have the necessary permissions to

                                        join Aureum to the domain4 Type the password associated with the username or access to modify an object in the OU if the

                                        machine account was pre-created

                                        Install Aureum | 27

                                        5 In the NETBIOS NAME field set the Aureum computer account name you wish to be created in theActive Directory If Aureum is using a pre-created machine account in a specific OU then the nameyou specify here must match that name exactly

                                        6 Click JOIN

                                        After the domain has been joined the JOIN button changes to LEAVE To leave the domain clickLEAVE

                                        Create a ShareCreate a share to allow Windows users to connect to Aureum

                                        Before you can create a share you must join the appropriate domain

                                        1 From the Navigation menu select SECURITY gt SHARES2 Type the name of the share3 In the SHARE CONTENT IN field choose the appropriate data class

                                        The IN DIRECTORY field automatically populates with the path specified by the chosen data classYou can extend this path but you cannot shorten it For example if the data class specifies the engineeringsoftware directory you can extend this path to be engineeringsoftwareqa However youcannot shorten the path to be engineering

                                        Note The system root data class specifies the root () directory You can extend this path inany way you choose The path must start with a slash and wildcards are not allowed

                                        4 Optional Include a description to provide more information about the share5 Click CREATE

                                        6 To edit or delete a share click the share to be modified

                                        bull To edit the share make the changes needed in the edit panel and click SAVE CHANGESbull To delete the share click the trash can icon ( ) and confirm the deletion

                                        Mount an Aureum Windows ShareDomain-authenticated users can mount and access Aureum directories using a share

                                        After Aureum has been joined to a domain and the share has been created you can easily mount tothe share

                                        The exact mount process is based on your workstation OS

                                        Install Aureum | 28

                                        If you do not already know it you can determine the mount point from Aureum by navigating to theJOIN DOMAIN page and using one of the listed public IP addresses as the mount point Include theshare name when mounting

                                        Peaxy recommends that you take the list of public IP addresses and enter them into your DNS serverlisted under the Aureum NetBIOS name within the appropriate domain In cases where multipleaddresses are used the DNS server automatically round-robins the returned address This ensure thatclient connection load is distributed across the available nodes

                                        As a Windows example to mount a drive letter to Aureum Type

                                        net use ltdrive_lettergt ltpublic addressgtltshare namegt

                                        where ltdrive_lettergt is the drive letter to assign to Aureum ltpublic_addressgt is the IP address usedto join the domain and ltshare_namegt is the share

                                        You then log into the share using your domain-authenticated username and password For exampleMYDOMAINmyname

                                        After mapping the drive access Aureum through Windows Explorer just like you would any otherdrive

                                        If the share does not appear in the Windows Explorer after a change such as a system reboot occursrefresh the view using the Refresh icon ( ) The share should display correctly

                                        You do not have to assign a share to a drive letter however In Windows Explorer type the public IPaddress and share name into the address bar Provide your username and password

                                        POSIX ComplianceAureum provides a POSIX-compliant interface

                                        Most of the Aureum interfaces are POSIX compliant and adhere to the IEEE standard The following isa list of exceptions to compliance

                                        bull The directory nlink count is not incremented when a subdirectory is addedbull inode retention differs from the POSIX specification because there is no way to retain the original

                                        inode number when a rename entails a move to a different device You can display the datahyperserver extent ID instead of the namespace hyperserver Node ID to the caller in the statfamily of calls This does not change when a file or directory is renamed It does change if the file ismigrated from one data hyperserver to another

                                        bull If two mount points are held to the same Aureum and a file is closed on one Aureum does notremove a fcntl lock for the same file on another This is a variance on the way that NFS worksThe internal locking structures take into account the client ID which varies depending on the clientmount If there are two different mounts to a server Aureum treats them as separate machineswhich NFS does not

                                        bull The file locking call flock() is emulated using POSIX byte range locks (fcntl() ) The POSIXcompliance specification does not cover flock() This implementation mirrors the behavior ofNFS The Aureum behavior is slightly different and varies from the POSIX specification as follows

                                        1 As in NFS you must have write permissions to get a write lock2 As in NFS you cannot place both flock() and fcntl() locks on the same file as these locks

                                        will conflict3 An flock() will not inherit across forks4 The flock() will be durable against other file closes but fcntl() locks will not behave within

                                        the POSIX specification5 As well as being removed by an explicit f_unlock record locks are automatically released

                                        when the process terminates or if it closes any file descriptor referring to a file on which locksare held This means that a process can lose the locks on a file like etcpasswd or etcmtab if a library function opens reads and closes it

                                        Information and ResourcesThe latest news and information can always be found on the Peaxy website

                                        Peaxy provides documents that are designed for different audiences These documents furnish acomprehensive explanation of Aureum and how to use it Additionally information is available fromtooltips Each field has a tooltip that adds explanations and any limitations for the item

                                        The most current and accurate information available was included at the time this document wasprepared However changes may occur after the document is released Always read the ReleaseNotes for the most current information

                                        Aureum Installation GuideA step-by-step guide to installing and configuring Aureum into your network

                                        Aureum Administrator GuideA guide to understanding the Aureum architecture Provides details for planning configuring andmonitoring your implementation

                                        Quickstart SeriesA series of two-page guides providing an abbreviated set of instructions for Aureum tasks Theycan be taken in order or used as reminders for individual tasks

                                        Tech NotesSome technical issues are outside the scope of the regular documentation These are presented asTechnical Notes

                                        Contact Peaxy9 am to 5 pm Pacific Standard Time

                                        Main +1 (408) 441-6500

                                        Support +1 (408) 763-3700

                                        By phone

                                        Support toll free US only +1 (844) 277-3299

                                        General information infopeaxynet

                                        Sales salespeaxynet

                                        Support supportpeaxynet

                                        By email

                                        Documentation feedback feedbackpeaxynet

                                        Online wwwpeaxynetsupport (login required)

                                        Peaxy Inc

                                        2380 Bering Dr

                                        By mail

                                        San Jose CA 95131 USA

                                        LegalPeaxyreg and Aureumtrade are registered trademarks of Peaxy Inc

                                        All other trademarks belong to their respective companies

                                        CopyrightsThis document is copyright copy 2016 Peaxy Inc

                                        Aureum software includes portions of the following

                                        bull Amazon Web Services (AWS) Java SDK httpsawsamazoncomsdk-for-java and httpawsamazoncomapache-2-0

                                        bull Apache License Version 20 January 2004bull BEOPEN PYTHON OPEN SOURCE LICENSE AGREEMENT VERSION 1bull BSD 3bull crc32 routine COPYRIGHT copy 1986 Gary S Brownbull Element Tree used under the Python licensebull Erlang Public License (EPL) a derivative work of the Mozilla Public License Now provided under

                                        the Apache 20 licensebull GoogleAuth httpsgithubcomwstrangeGoogleAuthbull GNU Lesser General Public License Version 3 Copyright copy 2007 Free Software Foundation Inc

                                        and GNU Lesser General Public License Version 21 Copyright copy 1999 Free Software FoundationInc

                                        bull Samba is Free Software licensed under the GNU General Public License httpswwwsambaorgsambadocsGPLhtml the Samba project is a member of the Software Freedom Conservancy

                                        bull JSON-C Copyright (c) 2009-2012 Eric Haszlakiewicz and Copyright (c) 2004-2005 MetaparadigmPte Ltd

                                        bull Kerberos Copyright copy 1985-2009 now under the MIT 2 licensebull libcurl Copyright (c) 1996 - 2015 Daniel Stenbergdanielhaxxsebull lshow used under the GPL licensebull MIT (X11) Copyright copy 2007-2015bull RIAK Creative Commons (httpcreativecommonsorg licensesby30)bull Goldrush Copyright copy 2012 Magnus Klaarbull Meld Under ZPL licensebull NSIS (Nullsoft Scriptable Install System) copy 1999-2013bull OpenSSL License Copyright (c) 1998-2016 The OpenSSL Project and Original SSLeay License

                                        Copyright (c) 1995-1998 Eric Youngbull Protobuf Copyright 2008 Google Inc now under the BSD 3 licensebull Setup Tools (setuptools-06c11) Under ZPL licensebull Sodium crypto library (libsodium) ISC license Copyright (c) 2013-2015 Frank Denisbull Solr the Apache Lucene project Copyright copy 2010 The Apache Software Foundationbull TCL Copyright copy Regents of the University of California Sun Microsystems Inc Scriptics

                                        Corporation and other partiesbull The Apache Lucene project Copyright copy 2010 The Apache Software Foundationbull The Apache Tika project Copyright copy The Apache Software Foundationbull VirtualBox Copyright copy 2007 Oracle Corp as part of the GNU GPL V2 Licensebull YAWS Copyright copy 2006 Claes Wikstrom now under the BSD licensebull Apache zookeeper Under the Apache 2 license

                                        Index | 35

                                        Index

                                        bdl license file 18

                                        img 12

                                        MD5 12

                                        zip 12

                                        A

                                        access directories 24Active Directory 26add

                                        resources 19servers 19

                                        Admin 17administrator 17AMS 12 14 15 16Aureum IP address 11Aureum Manager 6 12 14Aureum name 18Aureum overview 5average file size 18

                                        B

                                        beacon turning on or off 19BIOS 15bonding network interface 19bootable USB 12 14browser 15button color 17

                                        C

                                        capacity 10 19CentOS 10checksum 12client registration 22clients 22configuration 11configure email 21connect 22contact 31create

                                        export 23share 27

                                        create Aureum 15create storage class 20

                                        D

                                        dedicated capacity 20dedicated nodes 5default storage class 20directory access 24discover resources 12 14 19discovery state Aureum nodes 12 14disk space required 10DNS server 11DNS servers 18documentation 31domain-authenticated user

                                        domain 27

                                        domain-authentication 22domain suffix 11download images 14

                                        E

                                        editsecurity level 22

                                        emailer settings 21Ethernet

                                        interface 10switch 10

                                        exportCIFS 23create an export 23

                                        F

                                        files needed 12 14firewall 12flexible capacity 20flock 29FUSE 10

                                        G

                                        gateway 11 18

                                        H

                                        hardware requirements 10how to reach Peaxy 31

                                        I

                                        image copier 12 14import a license 18initial configuration 18inode retention 29install

                                        client 24Linux client 24

                                        introduction 5iptables 16

                                        J

                                        javarequired version 12 14

                                        javaw 14

                                        K

                                        Kerberos 22 22 23

                                        L

                                        legal 33levels of security 23license files 18licenses 18

                                        Index | 36

                                        Linux client install 24localhost 15location 18

                                        M

                                        maintenance agreement 18management IP 15mapping 22mount Aureum 24 27mounting 22 22

                                        N

                                        namespace 18Navigation menu

                                        configuration 11security 22

                                        netBIOS 22NIC 19NTP server 11 18

                                        O

                                        outgoing email 21overview

                                        architecture 6Aureum building blocks 6components 6

                                        P

                                        password 17password limitations 17ports 12POSIX compliance 29primary domain 18primary domain suffix 11

                                        R

                                        RAM requirements 10realms 22reboot 12 14recommended configuration 10Red Hat Enterprise Linux 10replication factor 11 18 20resources

                                        needed 10run setup 16

                                        S

                                        samsp 12 14 16security 22 23security levels

                                        security 22 23select the license 18SElinux 16sestatus 16set performance levels 20settings 11setup 16share

                                        CIFS 27

                                        create a share 27Share 26SMTP 17 21software files 14space needed 10storage class creating default 20subnet mask 11Support hours 31

                                        T

                                        tar ball 24time server 18time zone 11 18

                                        U

                                        USB 15USB stick 10 12 14user account 17

                                        V

                                        virtualization 6 15

                                        W

                                        what youll need 11Windows

                                        domain 26join a domain 26share 27

                                        Windows client 10

                                        Y

                                        yum 24

                                        • Contents
                                        • Introduction
                                          • How Aureum Works
                                            • Install Aureum
                                              • Resource Requirements
                                              • Aureum Configuration Settings
                                              • Port Requirements and Firewall Settings
                                              • Prepare Aureum Installation Resources (Linux)
                                              • Prepare Aureum Installation Resources (Windows)
                                              • Install the Software
                                              • Continue the Installation
                                              • Create an Admin Account
                                              • Import an Aureum License
                                              • Provide Aureum Information
                                              • Add Resources
                                              • Create a Default Storage Class
                                              • Define Outgoing Mail Settings
                                              • Create a Client Registration User
                                              • Configure Security
                                              • Connect
                                                • Linux Client-Aureum Registration
                                                • Security Levels
                                                • Create an Export
                                                • Install a Linux-based Aureum Client
                                                  • Mount Aureum (Linux)
                                                  • Unregister a Linux Client from Aureum
                                                    • Windows Configuration
                                                      • Join a Domain
                                                      • Create a Share
                                                      • Mount an Aureum Windows Share
                                                        • POSIX Compliance
                                                        • Information and Resources
                                                        • Index

                                          Install Aureum | 24

                                          engineeringsoftware directory you can extend this path to be engineeringsoftwareqa However youcannot shorten the path to be engineering

                                          Note The system root data class specifies the root () directory You can extend this path inany way you choose The path must start with a slash and wildcards are not allowed

                                          4 Optional Include a description to provide more information about the export5 Click CREATE6 To edit or delete an export click the corresponding entry in the list

                                          bull To edit the export make the changes needed in the edit panel and click SAVE CHANGESbull To delete an export click the corresponding trash can icon ( ) and confirm the deletion

                                          Install a Linux-based Aureum ClientYou install the Aureum client on physical hardware or on a workstation in the cloud Use the client tomount and access Aureum directories

                                          Before installing the client make sure that your system meets the minimum requirements describedin the Requirements section of this document

                                          Note Aureum uses FUSE in Direct IO mode for better performance The version of FUSErunning on older versions of CentOS Red Hat Enterprise Linux doesnt support mmap whenFUSE is being used this way This might cause some mmap functions such as ACCESS_WRITEMAP_SHARED and PROT_WRITE to fail You can use the mount flag --disable-direct-io-mode to disable Direct IO mode

                                          If you choose to use Direct IO mmap will be disabled on CentOS56 and 57 since those versionsdont support mmap with direct IO Enabling this option will result in a significant performancedegradation on clients using this option Peaxy strongly recommends that you upgrade to a newerversion of Linux

                                          Ensure FUSE and its dependencies have been installed on each client If it has not been installedinstall FUSE according to the instructions for the package you chose On CentOS for example installthis by typing

                                          sudo yum -y install fusex86_64 fuse-develx86_64 fuse-libsx86_64

                                          The version numbers for your installation may differ

                                          If you have installed a version of the fuseko module that is not the Peaxy-specific version runadditional commands at the end of the installation process This prevents kernel-oops messages fromconsuming all of the space in the varspool directory These messages indicate a benign conditiondue to a Linux FUSE problem

                                          Run the following commands

                                          chkconfig --levels 2345 abrt-oops off service abrt-oops stop

                                          Note The client installation sets the following values automatically

                                          Parameter Value set to

                                          netipv4tcp_tw_recycle 1

                                          netipv4tcp_fin_timeout 2

                                          netcorewmem_max 2097152

                                          netcorermem_max 2097152

                                          netcorewmem_default 2097152

                                          netcorermem_default 2097152

                                          Install Aureum | 25

                                          1 Download the Aureum client file from the support section of the Peaxy website at wwwpeaxynetsupport (login is required)The file is downloaded as a targz package and contains an installer It has a name similar tohfclient-fuse-400ltbuildnumbergttargz

                                          2 Unpack the distribution file by typing the following

                                          tar -zxvf hfclient-fuse-400ltbuildnumbergttargz

                                          You will see something like the following

                                          hfclient-fuse-400hfclient-fuse-400setupshhfclient-fuse-400scriptshfclient-fuse-400scriptsupdatedbshhfclient-fuse-400scriptsc_rehashshhfclient-fuse-400scriptssysctlshhfclient-fuse-400scriptsunregshhfclient-fuse-400scriptsconfshhfclient-fuse-400binhfclient-fuse-400binfusehfCentOS-5xhfclient-fuse-400binfusehfhfclient-fuse-400confhfclient-fuse-400confhfconftgz

                                          3 While logged in as root run setupsh installThe driver files are installed in the default system directories You will see something similar to thefollowing

                                          sudo setupsh install

                                          Installer for Peaxy Aureum Client version 40

                                          Checking package contentsInstalling hf client binariesremoved `optpeaxy-40sbinfusehf`binfusehf -gt `optpeaxy-40sbinfusehfInstallation complete

                                          Mount Aureum

                                          Mount Aureum (Linux)After the client is installed use the mount command to mount Aureum

                                          At a command prompt type

                                          sudo mkdir -p ltmnt_pointgtsudo mount -t fusehf hfltmgmt_ipgt ltmnt_pointgt -o user=ltclient registration usernamegt

                                          where ltmgmt_ipgt is the Aureum IP address for example 172161061 and ltmnt_pointgt is thedirectory that will serve as your local mount point for example mntpeaxy

                                          If you omit -o user=ltclient_user_namegt you would be prompted for the password associatedwith the local admin account to complete the client registration Best practice is to always create aclient registration account and use that password

                                          The first time you mount the client to Aureum you will be prompted for a registration passwordto allow client-Aureum authentication Type the client registration password Otherwise youradministrator must do this for you

                                          Peaxy strongly recommends that you change the password often especially after typing the passwordfor a client registration

                                          If you or your IT administrator have associated a DNS entry with the Aureum IP address you mightwant to use the DNS name as the name for your mount point

                                          Install Aureum | 26

                                          To configure the Aureum client to automatically mount on startup locate the etcfstab file andadd the line

                                          hfltmgmt_ipgt ltmnt_pointgt fusehf defaults 0 0

                                          where ltmgmt_ipgt is the Aureum IP address for example 172161061 and ltmnt_pointgt is the localmount point for example mntpeaxy

                                          Note If you are running CentOS 7 change this line to add the _netdev flag as below

                                          hfltmgmt_ipgt ltmnt_pointgt fusehf defaults_netdev 0 0

                                          You can now use the Aureum client to access Aureum

                                          Unregister a Linux Client from AureumYou can securely unregister an installed FUSE client from the Aureum system that it mounts

                                          Removing the registration renders the client unable to access Aureum If you use the all option youwill need to perform a new registration setup before you can mount Aureum again

                                          Unregistering a client is done by running the unregsh script Use the following procedure tounregister the client

                                          1 On the workstation running the client open a command prompt2 Move to optpeaxybin the location of the script3 Run the script

                                          bull Type sudo unregsh ltAureumgt to unregister the client from a specific Aureum systemReplace ltAureumgt with the Aureum system to unregister

                                          bull Type sudo unregsh all to unregister the client from all Aureum systems on which theclient is registered

                                          Note Peaxy strongly recommends using the all option before you decommission aclient workstation

                                          Windows ConfigurationDomain users with credentials from an Active Directory can access Aureum through a share

                                          After Aureum joins a domain it sets up network shares for chosen directories (including all containedsubdirectories) To domain users these shares look the same as any other folder that is accessible viathe network

                                          Unlike an Aureum client which mounts to the root of the volume a share allows a user to exportsubdirectories for more granular access

                                          Where to Find ItFrom the Navigation menu select SECURITY gt DOMAINS and SECURITY gt SHARES

                                          Join a DomainBefore you can create a share you must join a Windows domain

                                          You can pre-create a machine account in an Active Directory under a specified OU If you choose notto do so Aureum will try to add a computer account to the default location of ldquoComputersrdquo

                                          Important If Aureum is already joined to a domain joining another domain will replace thejoin not add to it Aureum will only be joined to the most recently joined domain

                                          1 From the Navigation menu select SECURITY gt DOMAINS2 Type the complete Windows domain to join for example engexamplecom3 Type the username with access to the domain The user must have the necessary permissions to

                                          join Aureum to the domain4 Type the password associated with the username or access to modify an object in the OU if the

                                          machine account was pre-created

                                          Install Aureum | 27

                                          5 In the NETBIOS NAME field set the Aureum computer account name you wish to be created in theActive Directory If Aureum is using a pre-created machine account in a specific OU then the nameyou specify here must match that name exactly

                                          6 Click JOIN

                                          After the domain has been joined the JOIN button changes to LEAVE To leave the domain clickLEAVE

                                          Create a ShareCreate a share to allow Windows users to connect to Aureum

                                          Before you can create a share you must join the appropriate domain

                                          1 From the Navigation menu select SECURITY gt SHARES2 Type the name of the share3 In the SHARE CONTENT IN field choose the appropriate data class

                                          The IN DIRECTORY field automatically populates with the path specified by the chosen data classYou can extend this path but you cannot shorten it For example if the data class specifies the engineeringsoftware directory you can extend this path to be engineeringsoftwareqa However youcannot shorten the path to be engineering

                                          Note The system root data class specifies the root () directory You can extend this path inany way you choose The path must start with a slash and wildcards are not allowed

                                          4 Optional Include a description to provide more information about the share5 Click CREATE

                                          6 To edit or delete a share click the share to be modified

                                          bull To edit the share make the changes needed in the edit panel and click SAVE CHANGESbull To delete the share click the trash can icon ( ) and confirm the deletion

                                          Mount an Aureum Windows ShareDomain-authenticated users can mount and access Aureum directories using a share

                                          After Aureum has been joined to a domain and the share has been created you can easily mount tothe share

                                          The exact mount process is based on your workstation OS

                                          Install Aureum | 28

                                          If you do not already know it you can determine the mount point from Aureum by navigating to theJOIN DOMAIN page and using one of the listed public IP addresses as the mount point Include theshare name when mounting

                                          Peaxy recommends that you take the list of public IP addresses and enter them into your DNS serverlisted under the Aureum NetBIOS name within the appropriate domain In cases where multipleaddresses are used the DNS server automatically round-robins the returned address This ensure thatclient connection load is distributed across the available nodes

                                          As a Windows example to mount a drive letter to Aureum Type

                                          net use ltdrive_lettergt ltpublic addressgtltshare namegt

                                          where ltdrive_lettergt is the drive letter to assign to Aureum ltpublic_addressgt is the IP address usedto join the domain and ltshare_namegt is the share

                                          You then log into the share using your domain-authenticated username and password For exampleMYDOMAINmyname

                                          After mapping the drive access Aureum through Windows Explorer just like you would any otherdrive

                                          If the share does not appear in the Windows Explorer after a change such as a system reboot occursrefresh the view using the Refresh icon ( ) The share should display correctly

                                          You do not have to assign a share to a drive letter however In Windows Explorer type the public IPaddress and share name into the address bar Provide your username and password

                                          POSIX ComplianceAureum provides a POSIX-compliant interface

                                          Most of the Aureum interfaces are POSIX compliant and adhere to the IEEE standard The following isa list of exceptions to compliance

                                          bull The directory nlink count is not incremented when a subdirectory is addedbull inode retention differs from the POSIX specification because there is no way to retain the original

                                          inode number when a rename entails a move to a different device You can display the datahyperserver extent ID instead of the namespace hyperserver Node ID to the caller in the statfamily of calls This does not change when a file or directory is renamed It does change if the file ismigrated from one data hyperserver to another

                                          bull If two mount points are held to the same Aureum and a file is closed on one Aureum does notremove a fcntl lock for the same file on another This is a variance on the way that NFS worksThe internal locking structures take into account the client ID which varies depending on the clientmount If there are two different mounts to a server Aureum treats them as separate machineswhich NFS does not

                                          bull The file locking call flock() is emulated using POSIX byte range locks (fcntl() ) The POSIXcompliance specification does not cover flock() This implementation mirrors the behavior ofNFS The Aureum behavior is slightly different and varies from the POSIX specification as follows

                                          1 As in NFS you must have write permissions to get a write lock2 As in NFS you cannot place both flock() and fcntl() locks on the same file as these locks

                                          will conflict3 An flock() will not inherit across forks4 The flock() will be durable against other file closes but fcntl() locks will not behave within

                                          the POSIX specification5 As well as being removed by an explicit f_unlock record locks are automatically released

                                          when the process terminates or if it closes any file descriptor referring to a file on which locksare held This means that a process can lose the locks on a file like etcpasswd or etcmtab if a library function opens reads and closes it

                                          Information and ResourcesThe latest news and information can always be found on the Peaxy website

                                          Peaxy provides documents that are designed for different audiences These documents furnish acomprehensive explanation of Aureum and how to use it Additionally information is available fromtooltips Each field has a tooltip that adds explanations and any limitations for the item

                                          The most current and accurate information available was included at the time this document wasprepared However changes may occur after the document is released Always read the ReleaseNotes for the most current information

                                          Aureum Installation GuideA step-by-step guide to installing and configuring Aureum into your network

                                          Aureum Administrator GuideA guide to understanding the Aureum architecture Provides details for planning configuring andmonitoring your implementation

                                          Quickstart SeriesA series of two-page guides providing an abbreviated set of instructions for Aureum tasks Theycan be taken in order or used as reminders for individual tasks

                                          Tech NotesSome technical issues are outside the scope of the regular documentation These are presented asTechnical Notes

                                          Contact Peaxy9 am to 5 pm Pacific Standard Time

                                          Main +1 (408) 441-6500

                                          Support +1 (408) 763-3700

                                          By phone

                                          Support toll free US only +1 (844) 277-3299

                                          General information infopeaxynet

                                          Sales salespeaxynet

                                          Support supportpeaxynet

                                          By email

                                          Documentation feedback feedbackpeaxynet

                                          Online wwwpeaxynetsupport (login required)

                                          Peaxy Inc

                                          2380 Bering Dr

                                          By mail

                                          San Jose CA 95131 USA

                                          LegalPeaxyreg and Aureumtrade are registered trademarks of Peaxy Inc

                                          All other trademarks belong to their respective companies

                                          CopyrightsThis document is copyright copy 2016 Peaxy Inc

                                          Aureum software includes portions of the following

                                          bull Amazon Web Services (AWS) Java SDK httpsawsamazoncomsdk-for-java and httpawsamazoncomapache-2-0

                                          bull Apache License Version 20 January 2004bull BEOPEN PYTHON OPEN SOURCE LICENSE AGREEMENT VERSION 1bull BSD 3bull crc32 routine COPYRIGHT copy 1986 Gary S Brownbull Element Tree used under the Python licensebull Erlang Public License (EPL) a derivative work of the Mozilla Public License Now provided under

                                          the Apache 20 licensebull GoogleAuth httpsgithubcomwstrangeGoogleAuthbull GNU Lesser General Public License Version 3 Copyright copy 2007 Free Software Foundation Inc

                                          and GNU Lesser General Public License Version 21 Copyright copy 1999 Free Software FoundationInc

                                          bull Samba is Free Software licensed under the GNU General Public License httpswwwsambaorgsambadocsGPLhtml the Samba project is a member of the Software Freedom Conservancy

                                          bull JSON-C Copyright (c) 2009-2012 Eric Haszlakiewicz and Copyright (c) 2004-2005 MetaparadigmPte Ltd

                                          bull Kerberos Copyright copy 1985-2009 now under the MIT 2 licensebull libcurl Copyright (c) 1996 - 2015 Daniel Stenbergdanielhaxxsebull lshow used under the GPL licensebull MIT (X11) Copyright copy 2007-2015bull RIAK Creative Commons (httpcreativecommonsorg licensesby30)bull Goldrush Copyright copy 2012 Magnus Klaarbull Meld Under ZPL licensebull NSIS (Nullsoft Scriptable Install System) copy 1999-2013bull OpenSSL License Copyright (c) 1998-2016 The OpenSSL Project and Original SSLeay License

                                          Copyright (c) 1995-1998 Eric Youngbull Protobuf Copyright 2008 Google Inc now under the BSD 3 licensebull Setup Tools (setuptools-06c11) Under ZPL licensebull Sodium crypto library (libsodium) ISC license Copyright (c) 2013-2015 Frank Denisbull Solr the Apache Lucene project Copyright copy 2010 The Apache Software Foundationbull TCL Copyright copy Regents of the University of California Sun Microsystems Inc Scriptics

                                          Corporation and other partiesbull The Apache Lucene project Copyright copy 2010 The Apache Software Foundationbull The Apache Tika project Copyright copy The Apache Software Foundationbull VirtualBox Copyright copy 2007 Oracle Corp as part of the GNU GPL V2 Licensebull YAWS Copyright copy 2006 Claes Wikstrom now under the BSD licensebull Apache zookeeper Under the Apache 2 license

                                          Index | 35

                                          Index

                                          bdl license file 18

                                          img 12

                                          MD5 12

                                          zip 12

                                          A

                                          access directories 24Active Directory 26add

                                          resources 19servers 19

                                          Admin 17administrator 17AMS 12 14 15 16Aureum IP address 11Aureum Manager 6 12 14Aureum name 18Aureum overview 5average file size 18

                                          B

                                          beacon turning on or off 19BIOS 15bonding network interface 19bootable USB 12 14browser 15button color 17

                                          C

                                          capacity 10 19CentOS 10checksum 12client registration 22clients 22configuration 11configure email 21connect 22contact 31create

                                          export 23share 27

                                          create Aureum 15create storage class 20

                                          D

                                          dedicated capacity 20dedicated nodes 5default storage class 20directory access 24discover resources 12 14 19discovery state Aureum nodes 12 14disk space required 10DNS server 11DNS servers 18documentation 31domain-authenticated user

                                          domain 27

                                          domain-authentication 22domain suffix 11download images 14

                                          E

                                          editsecurity level 22

                                          emailer settings 21Ethernet

                                          interface 10switch 10

                                          exportCIFS 23create an export 23

                                          F

                                          files needed 12 14firewall 12flexible capacity 20flock 29FUSE 10

                                          G

                                          gateway 11 18

                                          H

                                          hardware requirements 10how to reach Peaxy 31

                                          I

                                          image copier 12 14import a license 18initial configuration 18inode retention 29install

                                          client 24Linux client 24

                                          introduction 5iptables 16

                                          J

                                          javarequired version 12 14

                                          javaw 14

                                          K

                                          Kerberos 22 22 23

                                          L

                                          legal 33levels of security 23license files 18licenses 18

                                          Index | 36

                                          Linux client install 24localhost 15location 18

                                          M

                                          maintenance agreement 18management IP 15mapping 22mount Aureum 24 27mounting 22 22

                                          N

                                          namespace 18Navigation menu

                                          configuration 11security 22

                                          netBIOS 22NIC 19NTP server 11 18

                                          O

                                          outgoing email 21overview

                                          architecture 6Aureum building blocks 6components 6

                                          P

                                          password 17password limitations 17ports 12POSIX compliance 29primary domain 18primary domain suffix 11

                                          R

                                          RAM requirements 10realms 22reboot 12 14recommended configuration 10Red Hat Enterprise Linux 10replication factor 11 18 20resources

                                          needed 10run setup 16

                                          S

                                          samsp 12 14 16security 22 23security levels

                                          security 22 23select the license 18SElinux 16sestatus 16set performance levels 20settings 11setup 16share

                                          CIFS 27

                                          create a share 27Share 26SMTP 17 21software files 14space needed 10storage class creating default 20subnet mask 11Support hours 31

                                          T

                                          tar ball 24time server 18time zone 11 18

                                          U

                                          USB 15USB stick 10 12 14user account 17

                                          V

                                          virtualization 6 15

                                          W

                                          what youll need 11Windows

                                          domain 26join a domain 26share 27

                                          Windows client 10

                                          Y

                                          yum 24

                                          • Contents
                                          • Introduction
                                            • How Aureum Works
                                              • Install Aureum
                                                • Resource Requirements
                                                • Aureum Configuration Settings
                                                • Port Requirements and Firewall Settings
                                                • Prepare Aureum Installation Resources (Linux)
                                                • Prepare Aureum Installation Resources (Windows)
                                                • Install the Software
                                                • Continue the Installation
                                                • Create an Admin Account
                                                • Import an Aureum License
                                                • Provide Aureum Information
                                                • Add Resources
                                                • Create a Default Storage Class
                                                • Define Outgoing Mail Settings
                                                • Create a Client Registration User
                                                • Configure Security
                                                • Connect
                                                  • Linux Client-Aureum Registration
                                                  • Security Levels
                                                  • Create an Export
                                                  • Install a Linux-based Aureum Client
                                                    • Mount Aureum (Linux)
                                                    • Unregister a Linux Client from Aureum
                                                      • Windows Configuration
                                                        • Join a Domain
                                                        • Create a Share
                                                        • Mount an Aureum Windows Share
                                                          • POSIX Compliance
                                                          • Information and Resources
                                                          • Index

                                            Install Aureum | 25

                                            1 Download the Aureum client file from the support section of the Peaxy website at wwwpeaxynetsupport (login is required)The file is downloaded as a targz package and contains an installer It has a name similar tohfclient-fuse-400ltbuildnumbergttargz

                                            2 Unpack the distribution file by typing the following

                                            tar -zxvf hfclient-fuse-400ltbuildnumbergttargz

                                            You will see something like the following

                                            hfclient-fuse-400hfclient-fuse-400setupshhfclient-fuse-400scriptshfclient-fuse-400scriptsupdatedbshhfclient-fuse-400scriptsc_rehashshhfclient-fuse-400scriptssysctlshhfclient-fuse-400scriptsunregshhfclient-fuse-400scriptsconfshhfclient-fuse-400binhfclient-fuse-400binfusehfCentOS-5xhfclient-fuse-400binfusehfhfclient-fuse-400confhfclient-fuse-400confhfconftgz

                                            3 While logged in as root run setupsh installThe driver files are installed in the default system directories You will see something similar to thefollowing

                                            sudo setupsh install

                                            Installer for Peaxy Aureum Client version 40

                                            Checking package contentsInstalling hf client binariesremoved `optpeaxy-40sbinfusehf`binfusehf -gt `optpeaxy-40sbinfusehfInstallation complete

                                            Mount Aureum

                                            Mount Aureum (Linux)After the client is installed use the mount command to mount Aureum

                                            At a command prompt type

                                            sudo mkdir -p ltmnt_pointgtsudo mount -t fusehf hfltmgmt_ipgt ltmnt_pointgt -o user=ltclient registration usernamegt

                                            where ltmgmt_ipgt is the Aureum IP address for example 172161061 and ltmnt_pointgt is thedirectory that will serve as your local mount point for example mntpeaxy

                                            If you omit -o user=ltclient_user_namegt you would be prompted for the password associatedwith the local admin account to complete the client registration Best practice is to always create aclient registration account and use that password

                                            The first time you mount the client to Aureum you will be prompted for a registration passwordto allow client-Aureum authentication Type the client registration password Otherwise youradministrator must do this for you

                                            Peaxy strongly recommends that you change the password often especially after typing the passwordfor a client registration

                                            If you or your IT administrator have associated a DNS entry with the Aureum IP address you mightwant to use the DNS name as the name for your mount point

                                            Install Aureum | 26

                                            To configure the Aureum client to automatically mount on startup locate the etcfstab file andadd the line

                                            hfltmgmt_ipgt ltmnt_pointgt fusehf defaults 0 0

                                            where ltmgmt_ipgt is the Aureum IP address for example 172161061 and ltmnt_pointgt is the localmount point for example mntpeaxy

                                            Note If you are running CentOS 7 change this line to add the _netdev flag as below

                                            hfltmgmt_ipgt ltmnt_pointgt fusehf defaults_netdev 0 0

                                            You can now use the Aureum client to access Aureum

                                            Unregister a Linux Client from AureumYou can securely unregister an installed FUSE client from the Aureum system that it mounts

                                            Removing the registration renders the client unable to access Aureum If you use the all option youwill need to perform a new registration setup before you can mount Aureum again

                                            Unregistering a client is done by running the unregsh script Use the following procedure tounregister the client

                                            1 On the workstation running the client open a command prompt2 Move to optpeaxybin the location of the script3 Run the script

                                            bull Type sudo unregsh ltAureumgt to unregister the client from a specific Aureum systemReplace ltAureumgt with the Aureum system to unregister

                                            bull Type sudo unregsh all to unregister the client from all Aureum systems on which theclient is registered

                                            Note Peaxy strongly recommends using the all option before you decommission aclient workstation

                                            Windows ConfigurationDomain users with credentials from an Active Directory can access Aureum through a share

                                            After Aureum joins a domain it sets up network shares for chosen directories (including all containedsubdirectories) To domain users these shares look the same as any other folder that is accessible viathe network

                                            Unlike an Aureum client which mounts to the root of the volume a share allows a user to exportsubdirectories for more granular access

                                            Where to Find ItFrom the Navigation menu select SECURITY gt DOMAINS and SECURITY gt SHARES

                                            Join a DomainBefore you can create a share you must join a Windows domain

                                            You can pre-create a machine account in an Active Directory under a specified OU If you choose notto do so Aureum will try to add a computer account to the default location of ldquoComputersrdquo

                                            Important If Aureum is already joined to a domain joining another domain will replace thejoin not add to it Aureum will only be joined to the most recently joined domain

                                            1 From the Navigation menu select SECURITY gt DOMAINS2 Type the complete Windows domain to join for example engexamplecom3 Type the username with access to the domain The user must have the necessary permissions to

                                            join Aureum to the domain4 Type the password associated with the username or access to modify an object in the OU if the

                                            machine account was pre-created

                                            Install Aureum | 27

                                            5 In the NETBIOS NAME field set the Aureum computer account name you wish to be created in theActive Directory If Aureum is using a pre-created machine account in a specific OU then the nameyou specify here must match that name exactly

                                            6 Click JOIN

                                            After the domain has been joined the JOIN button changes to LEAVE To leave the domain clickLEAVE

                                            Create a ShareCreate a share to allow Windows users to connect to Aureum

                                            Before you can create a share you must join the appropriate domain

                                            1 From the Navigation menu select SECURITY gt SHARES2 Type the name of the share3 In the SHARE CONTENT IN field choose the appropriate data class

                                            The IN DIRECTORY field automatically populates with the path specified by the chosen data classYou can extend this path but you cannot shorten it For example if the data class specifies the engineeringsoftware directory you can extend this path to be engineeringsoftwareqa However youcannot shorten the path to be engineering

                                            Note The system root data class specifies the root () directory You can extend this path inany way you choose The path must start with a slash and wildcards are not allowed

                                            4 Optional Include a description to provide more information about the share5 Click CREATE

                                            6 To edit or delete a share click the share to be modified

                                            bull To edit the share make the changes needed in the edit panel and click SAVE CHANGESbull To delete the share click the trash can icon ( ) and confirm the deletion

                                            Mount an Aureum Windows ShareDomain-authenticated users can mount and access Aureum directories using a share

                                            After Aureum has been joined to a domain and the share has been created you can easily mount tothe share

                                            The exact mount process is based on your workstation OS

                                            Install Aureum | 28

                                            If you do not already know it you can determine the mount point from Aureum by navigating to theJOIN DOMAIN page and using one of the listed public IP addresses as the mount point Include theshare name when mounting

                                            Peaxy recommends that you take the list of public IP addresses and enter them into your DNS serverlisted under the Aureum NetBIOS name within the appropriate domain In cases where multipleaddresses are used the DNS server automatically round-robins the returned address This ensure thatclient connection load is distributed across the available nodes

                                            As a Windows example to mount a drive letter to Aureum Type

                                            net use ltdrive_lettergt ltpublic addressgtltshare namegt

                                            where ltdrive_lettergt is the drive letter to assign to Aureum ltpublic_addressgt is the IP address usedto join the domain and ltshare_namegt is the share

                                            You then log into the share using your domain-authenticated username and password For exampleMYDOMAINmyname

                                            After mapping the drive access Aureum through Windows Explorer just like you would any otherdrive

                                            If the share does not appear in the Windows Explorer after a change such as a system reboot occursrefresh the view using the Refresh icon ( ) The share should display correctly

                                            You do not have to assign a share to a drive letter however In Windows Explorer type the public IPaddress and share name into the address bar Provide your username and password

                                            POSIX ComplianceAureum provides a POSIX-compliant interface

                                            Most of the Aureum interfaces are POSIX compliant and adhere to the IEEE standard The following isa list of exceptions to compliance

                                            bull The directory nlink count is not incremented when a subdirectory is addedbull inode retention differs from the POSIX specification because there is no way to retain the original

                                            inode number when a rename entails a move to a different device You can display the datahyperserver extent ID instead of the namespace hyperserver Node ID to the caller in the statfamily of calls This does not change when a file or directory is renamed It does change if the file ismigrated from one data hyperserver to another

                                            bull If two mount points are held to the same Aureum and a file is closed on one Aureum does notremove a fcntl lock for the same file on another This is a variance on the way that NFS worksThe internal locking structures take into account the client ID which varies depending on the clientmount If there are two different mounts to a server Aureum treats them as separate machineswhich NFS does not

                                            bull The file locking call flock() is emulated using POSIX byte range locks (fcntl() ) The POSIXcompliance specification does not cover flock() This implementation mirrors the behavior ofNFS The Aureum behavior is slightly different and varies from the POSIX specification as follows

                                            1 As in NFS you must have write permissions to get a write lock2 As in NFS you cannot place both flock() and fcntl() locks on the same file as these locks

                                            will conflict3 An flock() will not inherit across forks4 The flock() will be durable against other file closes but fcntl() locks will not behave within

                                            the POSIX specification5 As well as being removed by an explicit f_unlock record locks are automatically released

                                            when the process terminates or if it closes any file descriptor referring to a file on which locksare held This means that a process can lose the locks on a file like etcpasswd or etcmtab if a library function opens reads and closes it

                                            Information and ResourcesThe latest news and information can always be found on the Peaxy website

                                            Peaxy provides documents that are designed for different audiences These documents furnish acomprehensive explanation of Aureum and how to use it Additionally information is available fromtooltips Each field has a tooltip that adds explanations and any limitations for the item

                                            The most current and accurate information available was included at the time this document wasprepared However changes may occur after the document is released Always read the ReleaseNotes for the most current information

                                            Aureum Installation GuideA step-by-step guide to installing and configuring Aureum into your network

                                            Aureum Administrator GuideA guide to understanding the Aureum architecture Provides details for planning configuring andmonitoring your implementation

                                            Quickstart SeriesA series of two-page guides providing an abbreviated set of instructions for Aureum tasks Theycan be taken in order or used as reminders for individual tasks

                                            Tech NotesSome technical issues are outside the scope of the regular documentation These are presented asTechnical Notes

                                            Contact Peaxy9 am to 5 pm Pacific Standard Time

                                            Main +1 (408) 441-6500

                                            Support +1 (408) 763-3700

                                            By phone

                                            Support toll free US only +1 (844) 277-3299

                                            General information infopeaxynet

                                            Sales salespeaxynet

                                            Support supportpeaxynet

                                            By email

                                            Documentation feedback feedbackpeaxynet

                                            Online wwwpeaxynetsupport (login required)

                                            Peaxy Inc

                                            2380 Bering Dr

                                            By mail

                                            San Jose CA 95131 USA

                                            LegalPeaxyreg and Aureumtrade are registered trademarks of Peaxy Inc

                                            All other trademarks belong to their respective companies

                                            CopyrightsThis document is copyright copy 2016 Peaxy Inc

                                            Aureum software includes portions of the following

                                            bull Amazon Web Services (AWS) Java SDK httpsawsamazoncomsdk-for-java and httpawsamazoncomapache-2-0

                                            bull Apache License Version 20 January 2004bull BEOPEN PYTHON OPEN SOURCE LICENSE AGREEMENT VERSION 1bull BSD 3bull crc32 routine COPYRIGHT copy 1986 Gary S Brownbull Element Tree used under the Python licensebull Erlang Public License (EPL) a derivative work of the Mozilla Public License Now provided under

                                            the Apache 20 licensebull GoogleAuth httpsgithubcomwstrangeGoogleAuthbull GNU Lesser General Public License Version 3 Copyright copy 2007 Free Software Foundation Inc

                                            and GNU Lesser General Public License Version 21 Copyright copy 1999 Free Software FoundationInc

                                            bull Samba is Free Software licensed under the GNU General Public License httpswwwsambaorgsambadocsGPLhtml the Samba project is a member of the Software Freedom Conservancy

                                            bull JSON-C Copyright (c) 2009-2012 Eric Haszlakiewicz and Copyright (c) 2004-2005 MetaparadigmPte Ltd

                                            bull Kerberos Copyright copy 1985-2009 now under the MIT 2 licensebull libcurl Copyright (c) 1996 - 2015 Daniel Stenbergdanielhaxxsebull lshow used under the GPL licensebull MIT (X11) Copyright copy 2007-2015bull RIAK Creative Commons (httpcreativecommonsorg licensesby30)bull Goldrush Copyright copy 2012 Magnus Klaarbull Meld Under ZPL licensebull NSIS (Nullsoft Scriptable Install System) copy 1999-2013bull OpenSSL License Copyright (c) 1998-2016 The OpenSSL Project and Original SSLeay License

                                            Copyright (c) 1995-1998 Eric Youngbull Protobuf Copyright 2008 Google Inc now under the BSD 3 licensebull Setup Tools (setuptools-06c11) Under ZPL licensebull Sodium crypto library (libsodium) ISC license Copyright (c) 2013-2015 Frank Denisbull Solr the Apache Lucene project Copyright copy 2010 The Apache Software Foundationbull TCL Copyright copy Regents of the University of California Sun Microsystems Inc Scriptics

                                            Corporation and other partiesbull The Apache Lucene project Copyright copy 2010 The Apache Software Foundationbull The Apache Tika project Copyright copy The Apache Software Foundationbull VirtualBox Copyright copy 2007 Oracle Corp as part of the GNU GPL V2 Licensebull YAWS Copyright copy 2006 Claes Wikstrom now under the BSD licensebull Apache zookeeper Under the Apache 2 license

                                            Index | 35

                                            Index

                                            bdl license file 18

                                            img 12

                                            MD5 12

                                            zip 12

                                            A

                                            access directories 24Active Directory 26add

                                            resources 19servers 19

                                            Admin 17administrator 17AMS 12 14 15 16Aureum IP address 11Aureum Manager 6 12 14Aureum name 18Aureum overview 5average file size 18

                                            B

                                            beacon turning on or off 19BIOS 15bonding network interface 19bootable USB 12 14browser 15button color 17

                                            C

                                            capacity 10 19CentOS 10checksum 12client registration 22clients 22configuration 11configure email 21connect 22contact 31create

                                            export 23share 27

                                            create Aureum 15create storage class 20

                                            D

                                            dedicated capacity 20dedicated nodes 5default storage class 20directory access 24discover resources 12 14 19discovery state Aureum nodes 12 14disk space required 10DNS server 11DNS servers 18documentation 31domain-authenticated user

                                            domain 27

                                            domain-authentication 22domain suffix 11download images 14

                                            E

                                            editsecurity level 22

                                            emailer settings 21Ethernet

                                            interface 10switch 10

                                            exportCIFS 23create an export 23

                                            F

                                            files needed 12 14firewall 12flexible capacity 20flock 29FUSE 10

                                            G

                                            gateway 11 18

                                            H

                                            hardware requirements 10how to reach Peaxy 31

                                            I

                                            image copier 12 14import a license 18initial configuration 18inode retention 29install

                                            client 24Linux client 24

                                            introduction 5iptables 16

                                            J

                                            javarequired version 12 14

                                            javaw 14

                                            K

                                            Kerberos 22 22 23

                                            L

                                            legal 33levels of security 23license files 18licenses 18

                                            Index | 36

                                            Linux client install 24localhost 15location 18

                                            M

                                            maintenance agreement 18management IP 15mapping 22mount Aureum 24 27mounting 22 22

                                            N

                                            namespace 18Navigation menu

                                            configuration 11security 22

                                            netBIOS 22NIC 19NTP server 11 18

                                            O

                                            outgoing email 21overview

                                            architecture 6Aureum building blocks 6components 6

                                            P

                                            password 17password limitations 17ports 12POSIX compliance 29primary domain 18primary domain suffix 11

                                            R

                                            RAM requirements 10realms 22reboot 12 14recommended configuration 10Red Hat Enterprise Linux 10replication factor 11 18 20resources

                                            needed 10run setup 16

                                            S

                                            samsp 12 14 16security 22 23security levels

                                            security 22 23select the license 18SElinux 16sestatus 16set performance levels 20settings 11setup 16share

                                            CIFS 27

                                            create a share 27Share 26SMTP 17 21software files 14space needed 10storage class creating default 20subnet mask 11Support hours 31

                                            T

                                            tar ball 24time server 18time zone 11 18

                                            U

                                            USB 15USB stick 10 12 14user account 17

                                            V

                                            virtualization 6 15

                                            W

                                            what youll need 11Windows

                                            domain 26join a domain 26share 27

                                            Windows client 10

                                            Y

                                            yum 24

                                            • Contents
                                            • Introduction
                                              • How Aureum Works
                                                • Install Aureum
                                                  • Resource Requirements
                                                  • Aureum Configuration Settings
                                                  • Port Requirements and Firewall Settings
                                                  • Prepare Aureum Installation Resources (Linux)
                                                  • Prepare Aureum Installation Resources (Windows)
                                                  • Install the Software
                                                  • Continue the Installation
                                                  • Create an Admin Account
                                                  • Import an Aureum License
                                                  • Provide Aureum Information
                                                  • Add Resources
                                                  • Create a Default Storage Class
                                                  • Define Outgoing Mail Settings
                                                  • Create a Client Registration User
                                                  • Configure Security
                                                  • Connect
                                                    • Linux Client-Aureum Registration
                                                    • Security Levels
                                                    • Create an Export
                                                    • Install a Linux-based Aureum Client
                                                      • Mount Aureum (Linux)
                                                      • Unregister a Linux Client from Aureum
                                                        • Windows Configuration
                                                          • Join a Domain
                                                          • Create a Share
                                                          • Mount an Aureum Windows Share
                                                            • POSIX Compliance
                                                            • Information and Resources
                                                            • Index

                                              Install Aureum | 26

                                              To configure the Aureum client to automatically mount on startup locate the etcfstab file andadd the line

                                              hfltmgmt_ipgt ltmnt_pointgt fusehf defaults 0 0

                                              where ltmgmt_ipgt is the Aureum IP address for example 172161061 and ltmnt_pointgt is the localmount point for example mntpeaxy

                                              Note If you are running CentOS 7 change this line to add the _netdev flag as below

                                              hfltmgmt_ipgt ltmnt_pointgt fusehf defaults_netdev 0 0

                                              You can now use the Aureum client to access Aureum

                                              Unregister a Linux Client from AureumYou can securely unregister an installed FUSE client from the Aureum system that it mounts

                                              Removing the registration renders the client unable to access Aureum If you use the all option youwill need to perform a new registration setup before you can mount Aureum again

                                              Unregistering a client is done by running the unregsh script Use the following procedure tounregister the client

                                              1 On the workstation running the client open a command prompt2 Move to optpeaxybin the location of the script3 Run the script

                                              bull Type sudo unregsh ltAureumgt to unregister the client from a specific Aureum systemReplace ltAureumgt with the Aureum system to unregister

                                              bull Type sudo unregsh all to unregister the client from all Aureum systems on which theclient is registered

                                              Note Peaxy strongly recommends using the all option before you decommission aclient workstation

                                              Windows ConfigurationDomain users with credentials from an Active Directory can access Aureum through a share

                                              After Aureum joins a domain it sets up network shares for chosen directories (including all containedsubdirectories) To domain users these shares look the same as any other folder that is accessible viathe network

                                              Unlike an Aureum client which mounts to the root of the volume a share allows a user to exportsubdirectories for more granular access

                                              Where to Find ItFrom the Navigation menu select SECURITY gt DOMAINS and SECURITY gt SHARES

                                              Join a DomainBefore you can create a share you must join a Windows domain

                                              You can pre-create a machine account in an Active Directory under a specified OU If you choose notto do so Aureum will try to add a computer account to the default location of ldquoComputersrdquo

                                              Important If Aureum is already joined to a domain joining another domain will replace thejoin not add to it Aureum will only be joined to the most recently joined domain

                                              1 From the Navigation menu select SECURITY gt DOMAINS2 Type the complete Windows domain to join for example engexamplecom3 Type the username with access to the domain The user must have the necessary permissions to

                                              join Aureum to the domain4 Type the password associated with the username or access to modify an object in the OU if the

                                              machine account was pre-created

                                              Install Aureum | 27

                                              5 In the NETBIOS NAME field set the Aureum computer account name you wish to be created in theActive Directory If Aureum is using a pre-created machine account in a specific OU then the nameyou specify here must match that name exactly

                                              6 Click JOIN

                                              After the domain has been joined the JOIN button changes to LEAVE To leave the domain clickLEAVE

                                              Create a ShareCreate a share to allow Windows users to connect to Aureum

                                              Before you can create a share you must join the appropriate domain

                                              1 From the Navigation menu select SECURITY gt SHARES2 Type the name of the share3 In the SHARE CONTENT IN field choose the appropriate data class

                                              The IN DIRECTORY field automatically populates with the path specified by the chosen data classYou can extend this path but you cannot shorten it For example if the data class specifies the engineeringsoftware directory you can extend this path to be engineeringsoftwareqa However youcannot shorten the path to be engineering

                                              Note The system root data class specifies the root () directory You can extend this path inany way you choose The path must start with a slash and wildcards are not allowed

                                              4 Optional Include a description to provide more information about the share5 Click CREATE

                                              6 To edit or delete a share click the share to be modified

                                              bull To edit the share make the changes needed in the edit panel and click SAVE CHANGESbull To delete the share click the trash can icon ( ) and confirm the deletion

                                              Mount an Aureum Windows ShareDomain-authenticated users can mount and access Aureum directories using a share

                                              After Aureum has been joined to a domain and the share has been created you can easily mount tothe share

                                              The exact mount process is based on your workstation OS

                                              Install Aureum | 28

                                              If you do not already know it you can determine the mount point from Aureum by navigating to theJOIN DOMAIN page and using one of the listed public IP addresses as the mount point Include theshare name when mounting

                                              Peaxy recommends that you take the list of public IP addresses and enter them into your DNS serverlisted under the Aureum NetBIOS name within the appropriate domain In cases where multipleaddresses are used the DNS server automatically round-robins the returned address This ensure thatclient connection load is distributed across the available nodes

                                              As a Windows example to mount a drive letter to Aureum Type

                                              net use ltdrive_lettergt ltpublic addressgtltshare namegt

                                              where ltdrive_lettergt is the drive letter to assign to Aureum ltpublic_addressgt is the IP address usedto join the domain and ltshare_namegt is the share

                                              You then log into the share using your domain-authenticated username and password For exampleMYDOMAINmyname

                                              After mapping the drive access Aureum through Windows Explorer just like you would any otherdrive

                                              If the share does not appear in the Windows Explorer after a change such as a system reboot occursrefresh the view using the Refresh icon ( ) The share should display correctly

                                              You do not have to assign a share to a drive letter however In Windows Explorer type the public IPaddress and share name into the address bar Provide your username and password

                                              POSIX ComplianceAureum provides a POSIX-compliant interface

                                              Most of the Aureum interfaces are POSIX compliant and adhere to the IEEE standard The following isa list of exceptions to compliance

                                              bull The directory nlink count is not incremented when a subdirectory is addedbull inode retention differs from the POSIX specification because there is no way to retain the original

                                              inode number when a rename entails a move to a different device You can display the datahyperserver extent ID instead of the namespace hyperserver Node ID to the caller in the statfamily of calls This does not change when a file or directory is renamed It does change if the file ismigrated from one data hyperserver to another

                                              bull If two mount points are held to the same Aureum and a file is closed on one Aureum does notremove a fcntl lock for the same file on another This is a variance on the way that NFS worksThe internal locking structures take into account the client ID which varies depending on the clientmount If there are two different mounts to a server Aureum treats them as separate machineswhich NFS does not

                                              bull The file locking call flock() is emulated using POSIX byte range locks (fcntl() ) The POSIXcompliance specification does not cover flock() This implementation mirrors the behavior ofNFS The Aureum behavior is slightly different and varies from the POSIX specification as follows

                                              1 As in NFS you must have write permissions to get a write lock2 As in NFS you cannot place both flock() and fcntl() locks on the same file as these locks

                                              will conflict3 An flock() will not inherit across forks4 The flock() will be durable against other file closes but fcntl() locks will not behave within

                                              the POSIX specification5 As well as being removed by an explicit f_unlock record locks are automatically released

                                              when the process terminates or if it closes any file descriptor referring to a file on which locksare held This means that a process can lose the locks on a file like etcpasswd or etcmtab if a library function opens reads and closes it

                                              Information and ResourcesThe latest news and information can always be found on the Peaxy website

                                              Peaxy provides documents that are designed for different audiences These documents furnish acomprehensive explanation of Aureum and how to use it Additionally information is available fromtooltips Each field has a tooltip that adds explanations and any limitations for the item

                                              The most current and accurate information available was included at the time this document wasprepared However changes may occur after the document is released Always read the ReleaseNotes for the most current information

                                              Aureum Installation GuideA step-by-step guide to installing and configuring Aureum into your network

                                              Aureum Administrator GuideA guide to understanding the Aureum architecture Provides details for planning configuring andmonitoring your implementation

                                              Quickstart SeriesA series of two-page guides providing an abbreviated set of instructions for Aureum tasks Theycan be taken in order or used as reminders for individual tasks

                                              Tech NotesSome technical issues are outside the scope of the regular documentation These are presented asTechnical Notes

                                              Contact Peaxy9 am to 5 pm Pacific Standard Time

                                              Main +1 (408) 441-6500

                                              Support +1 (408) 763-3700

                                              By phone

                                              Support toll free US only +1 (844) 277-3299

                                              General information infopeaxynet

                                              Sales salespeaxynet

                                              Support supportpeaxynet

                                              By email

                                              Documentation feedback feedbackpeaxynet

                                              Online wwwpeaxynetsupport (login required)

                                              Peaxy Inc

                                              2380 Bering Dr

                                              By mail

                                              San Jose CA 95131 USA

                                              LegalPeaxyreg and Aureumtrade are registered trademarks of Peaxy Inc

                                              All other trademarks belong to their respective companies

                                              CopyrightsThis document is copyright copy 2016 Peaxy Inc

                                              Aureum software includes portions of the following

                                              bull Amazon Web Services (AWS) Java SDK httpsawsamazoncomsdk-for-java and httpawsamazoncomapache-2-0

                                              bull Apache License Version 20 January 2004bull BEOPEN PYTHON OPEN SOURCE LICENSE AGREEMENT VERSION 1bull BSD 3bull crc32 routine COPYRIGHT copy 1986 Gary S Brownbull Element Tree used under the Python licensebull Erlang Public License (EPL) a derivative work of the Mozilla Public License Now provided under

                                              the Apache 20 licensebull GoogleAuth httpsgithubcomwstrangeGoogleAuthbull GNU Lesser General Public License Version 3 Copyright copy 2007 Free Software Foundation Inc

                                              and GNU Lesser General Public License Version 21 Copyright copy 1999 Free Software FoundationInc

                                              bull Samba is Free Software licensed under the GNU General Public License httpswwwsambaorgsambadocsGPLhtml the Samba project is a member of the Software Freedom Conservancy

                                              bull JSON-C Copyright (c) 2009-2012 Eric Haszlakiewicz and Copyright (c) 2004-2005 MetaparadigmPte Ltd

                                              bull Kerberos Copyright copy 1985-2009 now under the MIT 2 licensebull libcurl Copyright (c) 1996 - 2015 Daniel Stenbergdanielhaxxsebull lshow used under the GPL licensebull MIT (X11) Copyright copy 2007-2015bull RIAK Creative Commons (httpcreativecommonsorg licensesby30)bull Goldrush Copyright copy 2012 Magnus Klaarbull Meld Under ZPL licensebull NSIS (Nullsoft Scriptable Install System) copy 1999-2013bull OpenSSL License Copyright (c) 1998-2016 The OpenSSL Project and Original SSLeay License

                                              Copyright (c) 1995-1998 Eric Youngbull Protobuf Copyright 2008 Google Inc now under the BSD 3 licensebull Setup Tools (setuptools-06c11) Under ZPL licensebull Sodium crypto library (libsodium) ISC license Copyright (c) 2013-2015 Frank Denisbull Solr the Apache Lucene project Copyright copy 2010 The Apache Software Foundationbull TCL Copyright copy Regents of the University of California Sun Microsystems Inc Scriptics

                                              Corporation and other partiesbull The Apache Lucene project Copyright copy 2010 The Apache Software Foundationbull The Apache Tika project Copyright copy The Apache Software Foundationbull VirtualBox Copyright copy 2007 Oracle Corp as part of the GNU GPL V2 Licensebull YAWS Copyright copy 2006 Claes Wikstrom now under the BSD licensebull Apache zookeeper Under the Apache 2 license

                                              Index | 35

                                              Index

                                              bdl license file 18

                                              img 12

                                              MD5 12

                                              zip 12

                                              A

                                              access directories 24Active Directory 26add

                                              resources 19servers 19

                                              Admin 17administrator 17AMS 12 14 15 16Aureum IP address 11Aureum Manager 6 12 14Aureum name 18Aureum overview 5average file size 18

                                              B

                                              beacon turning on or off 19BIOS 15bonding network interface 19bootable USB 12 14browser 15button color 17

                                              C

                                              capacity 10 19CentOS 10checksum 12client registration 22clients 22configuration 11configure email 21connect 22contact 31create

                                              export 23share 27

                                              create Aureum 15create storage class 20

                                              D

                                              dedicated capacity 20dedicated nodes 5default storage class 20directory access 24discover resources 12 14 19discovery state Aureum nodes 12 14disk space required 10DNS server 11DNS servers 18documentation 31domain-authenticated user

                                              domain 27

                                              domain-authentication 22domain suffix 11download images 14

                                              E

                                              editsecurity level 22

                                              emailer settings 21Ethernet

                                              interface 10switch 10

                                              exportCIFS 23create an export 23

                                              F

                                              files needed 12 14firewall 12flexible capacity 20flock 29FUSE 10

                                              G

                                              gateway 11 18

                                              H

                                              hardware requirements 10how to reach Peaxy 31

                                              I

                                              image copier 12 14import a license 18initial configuration 18inode retention 29install

                                              client 24Linux client 24

                                              introduction 5iptables 16

                                              J

                                              javarequired version 12 14

                                              javaw 14

                                              K

                                              Kerberos 22 22 23

                                              L

                                              legal 33levels of security 23license files 18licenses 18

                                              Index | 36

                                              Linux client install 24localhost 15location 18

                                              M

                                              maintenance agreement 18management IP 15mapping 22mount Aureum 24 27mounting 22 22

                                              N

                                              namespace 18Navigation menu

                                              configuration 11security 22

                                              netBIOS 22NIC 19NTP server 11 18

                                              O

                                              outgoing email 21overview

                                              architecture 6Aureum building blocks 6components 6

                                              P

                                              password 17password limitations 17ports 12POSIX compliance 29primary domain 18primary domain suffix 11

                                              R

                                              RAM requirements 10realms 22reboot 12 14recommended configuration 10Red Hat Enterprise Linux 10replication factor 11 18 20resources

                                              needed 10run setup 16

                                              S

                                              samsp 12 14 16security 22 23security levels

                                              security 22 23select the license 18SElinux 16sestatus 16set performance levels 20settings 11setup 16share

                                              CIFS 27

                                              create a share 27Share 26SMTP 17 21software files 14space needed 10storage class creating default 20subnet mask 11Support hours 31

                                              T

                                              tar ball 24time server 18time zone 11 18

                                              U

                                              USB 15USB stick 10 12 14user account 17

                                              V

                                              virtualization 6 15

                                              W

                                              what youll need 11Windows

                                              domain 26join a domain 26share 27

                                              Windows client 10

                                              Y

                                              yum 24

                                              • Contents
                                              • Introduction
                                                • How Aureum Works
                                                  • Install Aureum
                                                    • Resource Requirements
                                                    • Aureum Configuration Settings
                                                    • Port Requirements and Firewall Settings
                                                    • Prepare Aureum Installation Resources (Linux)
                                                    • Prepare Aureum Installation Resources (Windows)
                                                    • Install the Software
                                                    • Continue the Installation
                                                    • Create an Admin Account
                                                    • Import an Aureum License
                                                    • Provide Aureum Information
                                                    • Add Resources
                                                    • Create a Default Storage Class
                                                    • Define Outgoing Mail Settings
                                                    • Create a Client Registration User
                                                    • Configure Security
                                                    • Connect
                                                      • Linux Client-Aureum Registration
                                                      • Security Levels
                                                      • Create an Export
                                                      • Install a Linux-based Aureum Client
                                                        • Mount Aureum (Linux)
                                                        • Unregister a Linux Client from Aureum
                                                          • Windows Configuration
                                                            • Join a Domain
                                                            • Create a Share
                                                            • Mount an Aureum Windows Share
                                                              • POSIX Compliance
                                                              • Information and Resources
                                                              • Index

                                                Install Aureum | 27

                                                5 In the NETBIOS NAME field set the Aureum computer account name you wish to be created in theActive Directory If Aureum is using a pre-created machine account in a specific OU then the nameyou specify here must match that name exactly

                                                6 Click JOIN

                                                After the domain has been joined the JOIN button changes to LEAVE To leave the domain clickLEAVE

                                                Create a ShareCreate a share to allow Windows users to connect to Aureum

                                                Before you can create a share you must join the appropriate domain

                                                1 From the Navigation menu select SECURITY gt SHARES2 Type the name of the share3 In the SHARE CONTENT IN field choose the appropriate data class

                                                The IN DIRECTORY field automatically populates with the path specified by the chosen data classYou can extend this path but you cannot shorten it For example if the data class specifies the engineeringsoftware directory you can extend this path to be engineeringsoftwareqa However youcannot shorten the path to be engineering

                                                Note The system root data class specifies the root () directory You can extend this path inany way you choose The path must start with a slash and wildcards are not allowed

                                                4 Optional Include a description to provide more information about the share5 Click CREATE

                                                6 To edit or delete a share click the share to be modified

                                                bull To edit the share make the changes needed in the edit panel and click SAVE CHANGESbull To delete the share click the trash can icon ( ) and confirm the deletion

                                                Mount an Aureum Windows ShareDomain-authenticated users can mount and access Aureum directories using a share

                                                After Aureum has been joined to a domain and the share has been created you can easily mount tothe share

                                                The exact mount process is based on your workstation OS

                                                Install Aureum | 28

                                                If you do not already know it you can determine the mount point from Aureum by navigating to theJOIN DOMAIN page and using one of the listed public IP addresses as the mount point Include theshare name when mounting

                                                Peaxy recommends that you take the list of public IP addresses and enter them into your DNS serverlisted under the Aureum NetBIOS name within the appropriate domain In cases where multipleaddresses are used the DNS server automatically round-robins the returned address This ensure thatclient connection load is distributed across the available nodes

                                                As a Windows example to mount a drive letter to Aureum Type

                                                net use ltdrive_lettergt ltpublic addressgtltshare namegt

                                                where ltdrive_lettergt is the drive letter to assign to Aureum ltpublic_addressgt is the IP address usedto join the domain and ltshare_namegt is the share

                                                You then log into the share using your domain-authenticated username and password For exampleMYDOMAINmyname

                                                After mapping the drive access Aureum through Windows Explorer just like you would any otherdrive

                                                If the share does not appear in the Windows Explorer after a change such as a system reboot occursrefresh the view using the Refresh icon ( ) The share should display correctly

                                                You do not have to assign a share to a drive letter however In Windows Explorer type the public IPaddress and share name into the address bar Provide your username and password

                                                POSIX ComplianceAureum provides a POSIX-compliant interface

                                                Most of the Aureum interfaces are POSIX compliant and adhere to the IEEE standard The following isa list of exceptions to compliance

                                                bull The directory nlink count is not incremented when a subdirectory is addedbull inode retention differs from the POSIX specification because there is no way to retain the original

                                                inode number when a rename entails a move to a different device You can display the datahyperserver extent ID instead of the namespace hyperserver Node ID to the caller in the statfamily of calls This does not change when a file or directory is renamed It does change if the file ismigrated from one data hyperserver to another

                                                bull If two mount points are held to the same Aureum and a file is closed on one Aureum does notremove a fcntl lock for the same file on another This is a variance on the way that NFS worksThe internal locking structures take into account the client ID which varies depending on the clientmount If there are two different mounts to a server Aureum treats them as separate machineswhich NFS does not

                                                bull The file locking call flock() is emulated using POSIX byte range locks (fcntl() ) The POSIXcompliance specification does not cover flock() This implementation mirrors the behavior ofNFS The Aureum behavior is slightly different and varies from the POSIX specification as follows

                                                1 As in NFS you must have write permissions to get a write lock2 As in NFS you cannot place both flock() and fcntl() locks on the same file as these locks

                                                will conflict3 An flock() will not inherit across forks4 The flock() will be durable against other file closes but fcntl() locks will not behave within

                                                the POSIX specification5 As well as being removed by an explicit f_unlock record locks are automatically released

                                                when the process terminates or if it closes any file descriptor referring to a file on which locksare held This means that a process can lose the locks on a file like etcpasswd or etcmtab if a library function opens reads and closes it

                                                Information and ResourcesThe latest news and information can always be found on the Peaxy website

                                                Peaxy provides documents that are designed for different audiences These documents furnish acomprehensive explanation of Aureum and how to use it Additionally information is available fromtooltips Each field has a tooltip that adds explanations and any limitations for the item

                                                The most current and accurate information available was included at the time this document wasprepared However changes may occur after the document is released Always read the ReleaseNotes for the most current information

                                                Aureum Installation GuideA step-by-step guide to installing and configuring Aureum into your network

                                                Aureum Administrator GuideA guide to understanding the Aureum architecture Provides details for planning configuring andmonitoring your implementation

                                                Quickstart SeriesA series of two-page guides providing an abbreviated set of instructions for Aureum tasks Theycan be taken in order or used as reminders for individual tasks

                                                Tech NotesSome technical issues are outside the scope of the regular documentation These are presented asTechnical Notes

                                                Contact Peaxy9 am to 5 pm Pacific Standard Time

                                                Main +1 (408) 441-6500

                                                Support +1 (408) 763-3700

                                                By phone

                                                Support toll free US only +1 (844) 277-3299

                                                General information infopeaxynet

                                                Sales salespeaxynet

                                                Support supportpeaxynet

                                                By email

                                                Documentation feedback feedbackpeaxynet

                                                Online wwwpeaxynetsupport (login required)

                                                Peaxy Inc

                                                2380 Bering Dr

                                                By mail

                                                San Jose CA 95131 USA

                                                LegalPeaxyreg and Aureumtrade are registered trademarks of Peaxy Inc

                                                All other trademarks belong to their respective companies

                                                CopyrightsThis document is copyright copy 2016 Peaxy Inc

                                                Aureum software includes portions of the following

                                                bull Amazon Web Services (AWS) Java SDK httpsawsamazoncomsdk-for-java and httpawsamazoncomapache-2-0

                                                bull Apache License Version 20 January 2004bull BEOPEN PYTHON OPEN SOURCE LICENSE AGREEMENT VERSION 1bull BSD 3bull crc32 routine COPYRIGHT copy 1986 Gary S Brownbull Element Tree used under the Python licensebull Erlang Public License (EPL) a derivative work of the Mozilla Public License Now provided under

                                                the Apache 20 licensebull GoogleAuth httpsgithubcomwstrangeGoogleAuthbull GNU Lesser General Public License Version 3 Copyright copy 2007 Free Software Foundation Inc

                                                and GNU Lesser General Public License Version 21 Copyright copy 1999 Free Software FoundationInc

                                                bull Samba is Free Software licensed under the GNU General Public License httpswwwsambaorgsambadocsGPLhtml the Samba project is a member of the Software Freedom Conservancy

                                                bull JSON-C Copyright (c) 2009-2012 Eric Haszlakiewicz and Copyright (c) 2004-2005 MetaparadigmPte Ltd

                                                bull Kerberos Copyright copy 1985-2009 now under the MIT 2 licensebull libcurl Copyright (c) 1996 - 2015 Daniel Stenbergdanielhaxxsebull lshow used under the GPL licensebull MIT (X11) Copyright copy 2007-2015bull RIAK Creative Commons (httpcreativecommonsorg licensesby30)bull Goldrush Copyright copy 2012 Magnus Klaarbull Meld Under ZPL licensebull NSIS (Nullsoft Scriptable Install System) copy 1999-2013bull OpenSSL License Copyright (c) 1998-2016 The OpenSSL Project and Original SSLeay License

                                                Copyright (c) 1995-1998 Eric Youngbull Protobuf Copyright 2008 Google Inc now under the BSD 3 licensebull Setup Tools (setuptools-06c11) Under ZPL licensebull Sodium crypto library (libsodium) ISC license Copyright (c) 2013-2015 Frank Denisbull Solr the Apache Lucene project Copyright copy 2010 The Apache Software Foundationbull TCL Copyright copy Regents of the University of California Sun Microsystems Inc Scriptics

                                                Corporation and other partiesbull The Apache Lucene project Copyright copy 2010 The Apache Software Foundationbull The Apache Tika project Copyright copy The Apache Software Foundationbull VirtualBox Copyright copy 2007 Oracle Corp as part of the GNU GPL V2 Licensebull YAWS Copyright copy 2006 Claes Wikstrom now under the BSD licensebull Apache zookeeper Under the Apache 2 license

                                                Index | 35

                                                Index

                                                bdl license file 18

                                                img 12

                                                MD5 12

                                                zip 12

                                                A

                                                access directories 24Active Directory 26add

                                                resources 19servers 19

                                                Admin 17administrator 17AMS 12 14 15 16Aureum IP address 11Aureum Manager 6 12 14Aureum name 18Aureum overview 5average file size 18

                                                B

                                                beacon turning on or off 19BIOS 15bonding network interface 19bootable USB 12 14browser 15button color 17

                                                C

                                                capacity 10 19CentOS 10checksum 12client registration 22clients 22configuration 11configure email 21connect 22contact 31create

                                                export 23share 27

                                                create Aureum 15create storage class 20

                                                D

                                                dedicated capacity 20dedicated nodes 5default storage class 20directory access 24discover resources 12 14 19discovery state Aureum nodes 12 14disk space required 10DNS server 11DNS servers 18documentation 31domain-authenticated user

                                                domain 27

                                                domain-authentication 22domain suffix 11download images 14

                                                E

                                                editsecurity level 22

                                                emailer settings 21Ethernet

                                                interface 10switch 10

                                                exportCIFS 23create an export 23

                                                F

                                                files needed 12 14firewall 12flexible capacity 20flock 29FUSE 10

                                                G

                                                gateway 11 18

                                                H

                                                hardware requirements 10how to reach Peaxy 31

                                                I

                                                image copier 12 14import a license 18initial configuration 18inode retention 29install

                                                client 24Linux client 24

                                                introduction 5iptables 16

                                                J

                                                javarequired version 12 14

                                                javaw 14

                                                K

                                                Kerberos 22 22 23

                                                L

                                                legal 33levels of security 23license files 18licenses 18

                                                Index | 36

                                                Linux client install 24localhost 15location 18

                                                M

                                                maintenance agreement 18management IP 15mapping 22mount Aureum 24 27mounting 22 22

                                                N

                                                namespace 18Navigation menu

                                                configuration 11security 22

                                                netBIOS 22NIC 19NTP server 11 18

                                                O

                                                outgoing email 21overview

                                                architecture 6Aureum building blocks 6components 6

                                                P

                                                password 17password limitations 17ports 12POSIX compliance 29primary domain 18primary domain suffix 11

                                                R

                                                RAM requirements 10realms 22reboot 12 14recommended configuration 10Red Hat Enterprise Linux 10replication factor 11 18 20resources

                                                needed 10run setup 16

                                                S

                                                samsp 12 14 16security 22 23security levels

                                                security 22 23select the license 18SElinux 16sestatus 16set performance levels 20settings 11setup 16share

                                                CIFS 27

                                                create a share 27Share 26SMTP 17 21software files 14space needed 10storage class creating default 20subnet mask 11Support hours 31

                                                T

                                                tar ball 24time server 18time zone 11 18

                                                U

                                                USB 15USB stick 10 12 14user account 17

                                                V

                                                virtualization 6 15

                                                W

                                                what youll need 11Windows

                                                domain 26join a domain 26share 27

                                                Windows client 10

                                                Y

                                                yum 24

                                                • Contents
                                                • Introduction
                                                  • How Aureum Works
                                                    • Install Aureum
                                                      • Resource Requirements
                                                      • Aureum Configuration Settings
                                                      • Port Requirements and Firewall Settings
                                                      • Prepare Aureum Installation Resources (Linux)
                                                      • Prepare Aureum Installation Resources (Windows)
                                                      • Install the Software
                                                      • Continue the Installation
                                                      • Create an Admin Account
                                                      • Import an Aureum License
                                                      • Provide Aureum Information
                                                      • Add Resources
                                                      • Create a Default Storage Class
                                                      • Define Outgoing Mail Settings
                                                      • Create a Client Registration User
                                                      • Configure Security
                                                      • Connect
                                                        • Linux Client-Aureum Registration
                                                        • Security Levels
                                                        • Create an Export
                                                        • Install a Linux-based Aureum Client
                                                          • Mount Aureum (Linux)
                                                          • Unregister a Linux Client from Aureum
                                                            • Windows Configuration
                                                              • Join a Domain
                                                              • Create a Share
                                                              • Mount an Aureum Windows Share
                                                                • POSIX Compliance
                                                                • Information and Resources
                                                                • Index

                                                  Install Aureum | 28

                                                  If you do not already know it you can determine the mount point from Aureum by navigating to theJOIN DOMAIN page and using one of the listed public IP addresses as the mount point Include theshare name when mounting

                                                  Peaxy recommends that you take the list of public IP addresses and enter them into your DNS serverlisted under the Aureum NetBIOS name within the appropriate domain In cases where multipleaddresses are used the DNS server automatically round-robins the returned address This ensure thatclient connection load is distributed across the available nodes

                                                  As a Windows example to mount a drive letter to Aureum Type

                                                  net use ltdrive_lettergt ltpublic addressgtltshare namegt

                                                  where ltdrive_lettergt is the drive letter to assign to Aureum ltpublic_addressgt is the IP address usedto join the domain and ltshare_namegt is the share

                                                  You then log into the share using your domain-authenticated username and password For exampleMYDOMAINmyname

                                                  After mapping the drive access Aureum through Windows Explorer just like you would any otherdrive

                                                  If the share does not appear in the Windows Explorer after a change such as a system reboot occursrefresh the view using the Refresh icon ( ) The share should display correctly

                                                  You do not have to assign a share to a drive letter however In Windows Explorer type the public IPaddress and share name into the address bar Provide your username and password

                                                  POSIX ComplianceAureum provides a POSIX-compliant interface

                                                  Most of the Aureum interfaces are POSIX compliant and adhere to the IEEE standard The following isa list of exceptions to compliance

                                                  bull The directory nlink count is not incremented when a subdirectory is addedbull inode retention differs from the POSIX specification because there is no way to retain the original

                                                  inode number when a rename entails a move to a different device You can display the datahyperserver extent ID instead of the namespace hyperserver Node ID to the caller in the statfamily of calls This does not change when a file or directory is renamed It does change if the file ismigrated from one data hyperserver to another

                                                  bull If two mount points are held to the same Aureum and a file is closed on one Aureum does notremove a fcntl lock for the same file on another This is a variance on the way that NFS worksThe internal locking structures take into account the client ID which varies depending on the clientmount If there are two different mounts to a server Aureum treats them as separate machineswhich NFS does not

                                                  bull The file locking call flock() is emulated using POSIX byte range locks (fcntl() ) The POSIXcompliance specification does not cover flock() This implementation mirrors the behavior ofNFS The Aureum behavior is slightly different and varies from the POSIX specification as follows

                                                  1 As in NFS you must have write permissions to get a write lock2 As in NFS you cannot place both flock() and fcntl() locks on the same file as these locks

                                                  will conflict3 An flock() will not inherit across forks4 The flock() will be durable against other file closes but fcntl() locks will not behave within

                                                  the POSIX specification5 As well as being removed by an explicit f_unlock record locks are automatically released

                                                  when the process terminates or if it closes any file descriptor referring to a file on which locksare held This means that a process can lose the locks on a file like etcpasswd or etcmtab if a library function opens reads and closes it

                                                  Information and ResourcesThe latest news and information can always be found on the Peaxy website

                                                  Peaxy provides documents that are designed for different audiences These documents furnish acomprehensive explanation of Aureum and how to use it Additionally information is available fromtooltips Each field has a tooltip that adds explanations and any limitations for the item

                                                  The most current and accurate information available was included at the time this document wasprepared However changes may occur after the document is released Always read the ReleaseNotes for the most current information

                                                  Aureum Installation GuideA step-by-step guide to installing and configuring Aureum into your network

                                                  Aureum Administrator GuideA guide to understanding the Aureum architecture Provides details for planning configuring andmonitoring your implementation

                                                  Quickstart SeriesA series of two-page guides providing an abbreviated set of instructions for Aureum tasks Theycan be taken in order or used as reminders for individual tasks

                                                  Tech NotesSome technical issues are outside the scope of the regular documentation These are presented asTechnical Notes

                                                  Contact Peaxy9 am to 5 pm Pacific Standard Time

                                                  Main +1 (408) 441-6500

                                                  Support +1 (408) 763-3700

                                                  By phone

                                                  Support toll free US only +1 (844) 277-3299

                                                  General information infopeaxynet

                                                  Sales salespeaxynet

                                                  Support supportpeaxynet

                                                  By email

                                                  Documentation feedback feedbackpeaxynet

                                                  Online wwwpeaxynetsupport (login required)

                                                  Peaxy Inc

                                                  2380 Bering Dr

                                                  By mail

                                                  San Jose CA 95131 USA

                                                  LegalPeaxyreg and Aureumtrade are registered trademarks of Peaxy Inc

                                                  All other trademarks belong to their respective companies

                                                  CopyrightsThis document is copyright copy 2016 Peaxy Inc

                                                  Aureum software includes portions of the following

                                                  bull Amazon Web Services (AWS) Java SDK httpsawsamazoncomsdk-for-java and httpawsamazoncomapache-2-0

                                                  bull Apache License Version 20 January 2004bull BEOPEN PYTHON OPEN SOURCE LICENSE AGREEMENT VERSION 1bull BSD 3bull crc32 routine COPYRIGHT copy 1986 Gary S Brownbull Element Tree used under the Python licensebull Erlang Public License (EPL) a derivative work of the Mozilla Public License Now provided under

                                                  the Apache 20 licensebull GoogleAuth httpsgithubcomwstrangeGoogleAuthbull GNU Lesser General Public License Version 3 Copyright copy 2007 Free Software Foundation Inc

                                                  and GNU Lesser General Public License Version 21 Copyright copy 1999 Free Software FoundationInc

                                                  bull Samba is Free Software licensed under the GNU General Public License httpswwwsambaorgsambadocsGPLhtml the Samba project is a member of the Software Freedom Conservancy

                                                  bull JSON-C Copyright (c) 2009-2012 Eric Haszlakiewicz and Copyright (c) 2004-2005 MetaparadigmPte Ltd

                                                  bull Kerberos Copyright copy 1985-2009 now under the MIT 2 licensebull libcurl Copyright (c) 1996 - 2015 Daniel Stenbergdanielhaxxsebull lshow used under the GPL licensebull MIT (X11) Copyright copy 2007-2015bull RIAK Creative Commons (httpcreativecommonsorg licensesby30)bull Goldrush Copyright copy 2012 Magnus Klaarbull Meld Under ZPL licensebull NSIS (Nullsoft Scriptable Install System) copy 1999-2013bull OpenSSL License Copyright (c) 1998-2016 The OpenSSL Project and Original SSLeay License

                                                  Copyright (c) 1995-1998 Eric Youngbull Protobuf Copyright 2008 Google Inc now under the BSD 3 licensebull Setup Tools (setuptools-06c11) Under ZPL licensebull Sodium crypto library (libsodium) ISC license Copyright (c) 2013-2015 Frank Denisbull Solr the Apache Lucene project Copyright copy 2010 The Apache Software Foundationbull TCL Copyright copy Regents of the University of California Sun Microsystems Inc Scriptics

                                                  Corporation and other partiesbull The Apache Lucene project Copyright copy 2010 The Apache Software Foundationbull The Apache Tika project Copyright copy The Apache Software Foundationbull VirtualBox Copyright copy 2007 Oracle Corp as part of the GNU GPL V2 Licensebull YAWS Copyright copy 2006 Claes Wikstrom now under the BSD licensebull Apache zookeeper Under the Apache 2 license

                                                  Index | 35

                                                  Index

                                                  bdl license file 18

                                                  img 12

                                                  MD5 12

                                                  zip 12

                                                  A

                                                  access directories 24Active Directory 26add

                                                  resources 19servers 19

                                                  Admin 17administrator 17AMS 12 14 15 16Aureum IP address 11Aureum Manager 6 12 14Aureum name 18Aureum overview 5average file size 18

                                                  B

                                                  beacon turning on or off 19BIOS 15bonding network interface 19bootable USB 12 14browser 15button color 17

                                                  C

                                                  capacity 10 19CentOS 10checksum 12client registration 22clients 22configuration 11configure email 21connect 22contact 31create

                                                  export 23share 27

                                                  create Aureum 15create storage class 20

                                                  D

                                                  dedicated capacity 20dedicated nodes 5default storage class 20directory access 24discover resources 12 14 19discovery state Aureum nodes 12 14disk space required 10DNS server 11DNS servers 18documentation 31domain-authenticated user

                                                  domain 27

                                                  domain-authentication 22domain suffix 11download images 14

                                                  E

                                                  editsecurity level 22

                                                  emailer settings 21Ethernet

                                                  interface 10switch 10

                                                  exportCIFS 23create an export 23

                                                  F

                                                  files needed 12 14firewall 12flexible capacity 20flock 29FUSE 10

                                                  G

                                                  gateway 11 18

                                                  H

                                                  hardware requirements 10how to reach Peaxy 31

                                                  I

                                                  image copier 12 14import a license 18initial configuration 18inode retention 29install

                                                  client 24Linux client 24

                                                  introduction 5iptables 16

                                                  J

                                                  javarequired version 12 14

                                                  javaw 14

                                                  K

                                                  Kerberos 22 22 23

                                                  L

                                                  legal 33levels of security 23license files 18licenses 18

                                                  Index | 36

                                                  Linux client install 24localhost 15location 18

                                                  M

                                                  maintenance agreement 18management IP 15mapping 22mount Aureum 24 27mounting 22 22

                                                  N

                                                  namespace 18Navigation menu

                                                  configuration 11security 22

                                                  netBIOS 22NIC 19NTP server 11 18

                                                  O

                                                  outgoing email 21overview

                                                  architecture 6Aureum building blocks 6components 6

                                                  P

                                                  password 17password limitations 17ports 12POSIX compliance 29primary domain 18primary domain suffix 11

                                                  R

                                                  RAM requirements 10realms 22reboot 12 14recommended configuration 10Red Hat Enterprise Linux 10replication factor 11 18 20resources

                                                  needed 10run setup 16

                                                  S

                                                  samsp 12 14 16security 22 23security levels

                                                  security 22 23select the license 18SElinux 16sestatus 16set performance levels 20settings 11setup 16share

                                                  CIFS 27

                                                  create a share 27Share 26SMTP 17 21software files 14space needed 10storage class creating default 20subnet mask 11Support hours 31

                                                  T

                                                  tar ball 24time server 18time zone 11 18

                                                  U

                                                  USB 15USB stick 10 12 14user account 17

                                                  V

                                                  virtualization 6 15

                                                  W

                                                  what youll need 11Windows

                                                  domain 26join a domain 26share 27

                                                  Windows client 10

                                                  Y

                                                  yum 24

                                                  • Contents
                                                  • Introduction
                                                    • How Aureum Works
                                                      • Install Aureum
                                                        • Resource Requirements
                                                        • Aureum Configuration Settings
                                                        • Port Requirements and Firewall Settings
                                                        • Prepare Aureum Installation Resources (Linux)
                                                        • Prepare Aureum Installation Resources (Windows)
                                                        • Install the Software
                                                        • Continue the Installation
                                                        • Create an Admin Account
                                                        • Import an Aureum License
                                                        • Provide Aureum Information
                                                        • Add Resources
                                                        • Create a Default Storage Class
                                                        • Define Outgoing Mail Settings
                                                        • Create a Client Registration User
                                                        • Configure Security
                                                        • Connect
                                                          • Linux Client-Aureum Registration
                                                          • Security Levels
                                                          • Create an Export
                                                          • Install a Linux-based Aureum Client
                                                            • Mount Aureum (Linux)
                                                            • Unregister a Linux Client from Aureum
                                                              • Windows Configuration
                                                                • Join a Domain
                                                                • Create a Share
                                                                • Mount an Aureum Windows Share
                                                                  • POSIX Compliance
                                                                  • Information and Resources
                                                                  • Index

                                                    POSIX ComplianceAureum provides a POSIX-compliant interface

                                                    Most of the Aureum interfaces are POSIX compliant and adhere to the IEEE standard The following isa list of exceptions to compliance

                                                    bull The directory nlink count is not incremented when a subdirectory is addedbull inode retention differs from the POSIX specification because there is no way to retain the original

                                                    inode number when a rename entails a move to a different device You can display the datahyperserver extent ID instead of the namespace hyperserver Node ID to the caller in the statfamily of calls This does not change when a file or directory is renamed It does change if the file ismigrated from one data hyperserver to another

                                                    bull If two mount points are held to the same Aureum and a file is closed on one Aureum does notremove a fcntl lock for the same file on another This is a variance on the way that NFS worksThe internal locking structures take into account the client ID which varies depending on the clientmount If there are two different mounts to a server Aureum treats them as separate machineswhich NFS does not

                                                    bull The file locking call flock() is emulated using POSIX byte range locks (fcntl() ) The POSIXcompliance specification does not cover flock() This implementation mirrors the behavior ofNFS The Aureum behavior is slightly different and varies from the POSIX specification as follows

                                                    1 As in NFS you must have write permissions to get a write lock2 As in NFS you cannot place both flock() and fcntl() locks on the same file as these locks

                                                    will conflict3 An flock() will not inherit across forks4 The flock() will be durable against other file closes but fcntl() locks will not behave within

                                                    the POSIX specification5 As well as being removed by an explicit f_unlock record locks are automatically released

                                                    when the process terminates or if it closes any file descriptor referring to a file on which locksare held This means that a process can lose the locks on a file like etcpasswd or etcmtab if a library function opens reads and closes it

                                                    Information and ResourcesThe latest news and information can always be found on the Peaxy website

                                                    Peaxy provides documents that are designed for different audiences These documents furnish acomprehensive explanation of Aureum and how to use it Additionally information is available fromtooltips Each field has a tooltip that adds explanations and any limitations for the item

                                                    The most current and accurate information available was included at the time this document wasprepared However changes may occur after the document is released Always read the ReleaseNotes for the most current information

                                                    Aureum Installation GuideA step-by-step guide to installing and configuring Aureum into your network

                                                    Aureum Administrator GuideA guide to understanding the Aureum architecture Provides details for planning configuring andmonitoring your implementation

                                                    Quickstart SeriesA series of two-page guides providing an abbreviated set of instructions for Aureum tasks Theycan be taken in order or used as reminders for individual tasks

                                                    Tech NotesSome technical issues are outside the scope of the regular documentation These are presented asTechnical Notes

                                                    Contact Peaxy9 am to 5 pm Pacific Standard Time

                                                    Main +1 (408) 441-6500

                                                    Support +1 (408) 763-3700

                                                    By phone

                                                    Support toll free US only +1 (844) 277-3299

                                                    General information infopeaxynet

                                                    Sales salespeaxynet

                                                    Support supportpeaxynet

                                                    By email

                                                    Documentation feedback feedbackpeaxynet

                                                    Online wwwpeaxynetsupport (login required)

                                                    Peaxy Inc

                                                    2380 Bering Dr

                                                    By mail

                                                    San Jose CA 95131 USA

                                                    LegalPeaxyreg and Aureumtrade are registered trademarks of Peaxy Inc

                                                    All other trademarks belong to their respective companies

                                                    CopyrightsThis document is copyright copy 2016 Peaxy Inc

                                                    Aureum software includes portions of the following

                                                    bull Amazon Web Services (AWS) Java SDK httpsawsamazoncomsdk-for-java and httpawsamazoncomapache-2-0

                                                    bull Apache License Version 20 January 2004bull BEOPEN PYTHON OPEN SOURCE LICENSE AGREEMENT VERSION 1bull BSD 3bull crc32 routine COPYRIGHT copy 1986 Gary S Brownbull Element Tree used under the Python licensebull Erlang Public License (EPL) a derivative work of the Mozilla Public License Now provided under

                                                    the Apache 20 licensebull GoogleAuth httpsgithubcomwstrangeGoogleAuthbull GNU Lesser General Public License Version 3 Copyright copy 2007 Free Software Foundation Inc

                                                    and GNU Lesser General Public License Version 21 Copyright copy 1999 Free Software FoundationInc

                                                    bull Samba is Free Software licensed under the GNU General Public License httpswwwsambaorgsambadocsGPLhtml the Samba project is a member of the Software Freedom Conservancy

                                                    bull JSON-C Copyright (c) 2009-2012 Eric Haszlakiewicz and Copyright (c) 2004-2005 MetaparadigmPte Ltd

                                                    bull Kerberos Copyright copy 1985-2009 now under the MIT 2 licensebull libcurl Copyright (c) 1996 - 2015 Daniel Stenbergdanielhaxxsebull lshow used under the GPL licensebull MIT (X11) Copyright copy 2007-2015bull RIAK Creative Commons (httpcreativecommonsorg licensesby30)bull Goldrush Copyright copy 2012 Magnus Klaarbull Meld Under ZPL licensebull NSIS (Nullsoft Scriptable Install System) copy 1999-2013bull OpenSSL License Copyright (c) 1998-2016 The OpenSSL Project and Original SSLeay License

                                                    Copyright (c) 1995-1998 Eric Youngbull Protobuf Copyright 2008 Google Inc now under the BSD 3 licensebull Setup Tools (setuptools-06c11) Under ZPL licensebull Sodium crypto library (libsodium) ISC license Copyright (c) 2013-2015 Frank Denisbull Solr the Apache Lucene project Copyright copy 2010 The Apache Software Foundationbull TCL Copyright copy Regents of the University of California Sun Microsystems Inc Scriptics

                                                    Corporation and other partiesbull The Apache Lucene project Copyright copy 2010 The Apache Software Foundationbull The Apache Tika project Copyright copy The Apache Software Foundationbull VirtualBox Copyright copy 2007 Oracle Corp as part of the GNU GPL V2 Licensebull YAWS Copyright copy 2006 Claes Wikstrom now under the BSD licensebull Apache zookeeper Under the Apache 2 license

                                                    Index | 35

                                                    Index

                                                    bdl license file 18

                                                    img 12

                                                    MD5 12

                                                    zip 12

                                                    A

                                                    access directories 24Active Directory 26add

                                                    resources 19servers 19

                                                    Admin 17administrator 17AMS 12 14 15 16Aureum IP address 11Aureum Manager 6 12 14Aureum name 18Aureum overview 5average file size 18

                                                    B

                                                    beacon turning on or off 19BIOS 15bonding network interface 19bootable USB 12 14browser 15button color 17

                                                    C

                                                    capacity 10 19CentOS 10checksum 12client registration 22clients 22configuration 11configure email 21connect 22contact 31create

                                                    export 23share 27

                                                    create Aureum 15create storage class 20

                                                    D

                                                    dedicated capacity 20dedicated nodes 5default storage class 20directory access 24discover resources 12 14 19discovery state Aureum nodes 12 14disk space required 10DNS server 11DNS servers 18documentation 31domain-authenticated user

                                                    domain 27

                                                    domain-authentication 22domain suffix 11download images 14

                                                    E

                                                    editsecurity level 22

                                                    emailer settings 21Ethernet

                                                    interface 10switch 10

                                                    exportCIFS 23create an export 23

                                                    F

                                                    files needed 12 14firewall 12flexible capacity 20flock 29FUSE 10

                                                    G

                                                    gateway 11 18

                                                    H

                                                    hardware requirements 10how to reach Peaxy 31

                                                    I

                                                    image copier 12 14import a license 18initial configuration 18inode retention 29install

                                                    client 24Linux client 24

                                                    introduction 5iptables 16

                                                    J

                                                    javarequired version 12 14

                                                    javaw 14

                                                    K

                                                    Kerberos 22 22 23

                                                    L

                                                    legal 33levels of security 23license files 18licenses 18

                                                    Index | 36

                                                    Linux client install 24localhost 15location 18

                                                    M

                                                    maintenance agreement 18management IP 15mapping 22mount Aureum 24 27mounting 22 22

                                                    N

                                                    namespace 18Navigation menu

                                                    configuration 11security 22

                                                    netBIOS 22NIC 19NTP server 11 18

                                                    O

                                                    outgoing email 21overview

                                                    architecture 6Aureum building blocks 6components 6

                                                    P

                                                    password 17password limitations 17ports 12POSIX compliance 29primary domain 18primary domain suffix 11

                                                    R

                                                    RAM requirements 10realms 22reboot 12 14recommended configuration 10Red Hat Enterprise Linux 10replication factor 11 18 20resources

                                                    needed 10run setup 16

                                                    S

                                                    samsp 12 14 16security 22 23security levels

                                                    security 22 23select the license 18SElinux 16sestatus 16set performance levels 20settings 11setup 16share

                                                    CIFS 27

                                                    create a share 27Share 26SMTP 17 21software files 14space needed 10storage class creating default 20subnet mask 11Support hours 31

                                                    T

                                                    tar ball 24time server 18time zone 11 18

                                                    U

                                                    USB 15USB stick 10 12 14user account 17

                                                    V

                                                    virtualization 6 15

                                                    W

                                                    what youll need 11Windows

                                                    domain 26join a domain 26share 27

                                                    Windows client 10

                                                    Y

                                                    yum 24

                                                    • Contents
                                                    • Introduction
                                                      • How Aureum Works
                                                        • Install Aureum
                                                          • Resource Requirements
                                                          • Aureum Configuration Settings
                                                          • Port Requirements and Firewall Settings
                                                          • Prepare Aureum Installation Resources (Linux)
                                                          • Prepare Aureum Installation Resources (Windows)
                                                          • Install the Software
                                                          • Continue the Installation
                                                          • Create an Admin Account
                                                          • Import an Aureum License
                                                          • Provide Aureum Information
                                                          • Add Resources
                                                          • Create a Default Storage Class
                                                          • Define Outgoing Mail Settings
                                                          • Create a Client Registration User
                                                          • Configure Security
                                                          • Connect
                                                            • Linux Client-Aureum Registration
                                                            • Security Levels
                                                            • Create an Export
                                                            • Install a Linux-based Aureum Client
                                                              • Mount Aureum (Linux)
                                                              • Unregister a Linux Client from Aureum
                                                                • Windows Configuration
                                                                  • Join a Domain
                                                                  • Create a Share
                                                                  • Mount an Aureum Windows Share
                                                                    • POSIX Compliance
                                                                    • Information and Resources
                                                                    • Index

                                                      Information and ResourcesThe latest news and information can always be found on the Peaxy website

                                                      Peaxy provides documents that are designed for different audiences These documents furnish acomprehensive explanation of Aureum and how to use it Additionally information is available fromtooltips Each field has a tooltip that adds explanations and any limitations for the item

                                                      The most current and accurate information available was included at the time this document wasprepared However changes may occur after the document is released Always read the ReleaseNotes for the most current information

                                                      Aureum Installation GuideA step-by-step guide to installing and configuring Aureum into your network

                                                      Aureum Administrator GuideA guide to understanding the Aureum architecture Provides details for planning configuring andmonitoring your implementation

                                                      Quickstart SeriesA series of two-page guides providing an abbreviated set of instructions for Aureum tasks Theycan be taken in order or used as reminders for individual tasks

                                                      Tech NotesSome technical issues are outside the scope of the regular documentation These are presented asTechnical Notes

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                                                      By mail

                                                      San Jose CA 95131 USA

                                                      LegalPeaxyreg and Aureumtrade are registered trademarks of Peaxy Inc

                                                      All other trademarks belong to their respective companies

                                                      CopyrightsThis document is copyright copy 2016 Peaxy Inc

                                                      Aureum software includes portions of the following

                                                      bull Amazon Web Services (AWS) Java SDK httpsawsamazoncomsdk-for-java and httpawsamazoncomapache-2-0

                                                      bull Apache License Version 20 January 2004bull BEOPEN PYTHON OPEN SOURCE LICENSE AGREEMENT VERSION 1bull BSD 3bull crc32 routine COPYRIGHT copy 1986 Gary S Brownbull Element Tree used under the Python licensebull Erlang Public License (EPL) a derivative work of the Mozilla Public License Now provided under

                                                      the Apache 20 licensebull GoogleAuth httpsgithubcomwstrangeGoogleAuthbull GNU Lesser General Public License Version 3 Copyright copy 2007 Free Software Foundation Inc

                                                      and GNU Lesser General Public License Version 21 Copyright copy 1999 Free Software FoundationInc

                                                      bull Samba is Free Software licensed under the GNU General Public License httpswwwsambaorgsambadocsGPLhtml the Samba project is a member of the Software Freedom Conservancy

                                                      bull JSON-C Copyright (c) 2009-2012 Eric Haszlakiewicz and Copyright (c) 2004-2005 MetaparadigmPte Ltd

                                                      bull Kerberos Copyright copy 1985-2009 now under the MIT 2 licensebull libcurl Copyright (c) 1996 - 2015 Daniel Stenbergdanielhaxxsebull lshow used under the GPL licensebull MIT (X11) Copyright copy 2007-2015bull RIAK Creative Commons (httpcreativecommonsorg licensesby30)bull Goldrush Copyright copy 2012 Magnus Klaarbull Meld Under ZPL licensebull NSIS (Nullsoft Scriptable Install System) copy 1999-2013bull OpenSSL License Copyright (c) 1998-2016 The OpenSSL Project and Original SSLeay License

                                                      Copyright (c) 1995-1998 Eric Youngbull Protobuf Copyright 2008 Google Inc now under the BSD 3 licensebull Setup Tools (setuptools-06c11) Under ZPL licensebull Sodium crypto library (libsodium) ISC license Copyright (c) 2013-2015 Frank Denisbull Solr the Apache Lucene project Copyright copy 2010 The Apache Software Foundationbull TCL Copyright copy Regents of the University of California Sun Microsystems Inc Scriptics

                                                      Corporation and other partiesbull The Apache Lucene project Copyright copy 2010 The Apache Software Foundationbull The Apache Tika project Copyright copy The Apache Software Foundationbull VirtualBox Copyright copy 2007 Oracle Corp as part of the GNU GPL V2 Licensebull YAWS Copyright copy 2006 Claes Wikstrom now under the BSD licensebull Apache zookeeper Under the Apache 2 license

                                                      Index | 35

                                                      Index

                                                      bdl license file 18

                                                      img 12

                                                      MD5 12

                                                      zip 12

                                                      A

                                                      access directories 24Active Directory 26add

                                                      resources 19servers 19

                                                      Admin 17administrator 17AMS 12 14 15 16Aureum IP address 11Aureum Manager 6 12 14Aureum name 18Aureum overview 5average file size 18

                                                      B

                                                      beacon turning on or off 19BIOS 15bonding network interface 19bootable USB 12 14browser 15button color 17

                                                      C

                                                      capacity 10 19CentOS 10checksum 12client registration 22clients 22configuration 11configure email 21connect 22contact 31create

                                                      export 23share 27

                                                      create Aureum 15create storage class 20

                                                      D

                                                      dedicated capacity 20dedicated nodes 5default storage class 20directory access 24discover resources 12 14 19discovery state Aureum nodes 12 14disk space required 10DNS server 11DNS servers 18documentation 31domain-authenticated user

                                                      domain 27

                                                      domain-authentication 22domain suffix 11download images 14

                                                      E

                                                      editsecurity level 22

                                                      emailer settings 21Ethernet

                                                      interface 10switch 10

                                                      exportCIFS 23create an export 23

                                                      F

                                                      files needed 12 14firewall 12flexible capacity 20flock 29FUSE 10

                                                      G

                                                      gateway 11 18

                                                      H

                                                      hardware requirements 10how to reach Peaxy 31

                                                      I

                                                      image copier 12 14import a license 18initial configuration 18inode retention 29install

                                                      client 24Linux client 24

                                                      introduction 5iptables 16

                                                      J

                                                      javarequired version 12 14

                                                      javaw 14

                                                      K

                                                      Kerberos 22 22 23

                                                      L

                                                      legal 33levels of security 23license files 18licenses 18

                                                      Index | 36

                                                      Linux client install 24localhost 15location 18

                                                      M

                                                      maintenance agreement 18management IP 15mapping 22mount Aureum 24 27mounting 22 22

                                                      N

                                                      namespace 18Navigation menu

                                                      configuration 11security 22

                                                      netBIOS 22NIC 19NTP server 11 18

                                                      O

                                                      outgoing email 21overview

                                                      architecture 6Aureum building blocks 6components 6

                                                      P

                                                      password 17password limitations 17ports 12POSIX compliance 29primary domain 18primary domain suffix 11

                                                      R

                                                      RAM requirements 10realms 22reboot 12 14recommended configuration 10Red Hat Enterprise Linux 10replication factor 11 18 20resources

                                                      needed 10run setup 16

                                                      S

                                                      samsp 12 14 16security 22 23security levels

                                                      security 22 23select the license 18SElinux 16sestatus 16set performance levels 20settings 11setup 16share

                                                      CIFS 27

                                                      create a share 27Share 26SMTP 17 21software files 14space needed 10storage class creating default 20subnet mask 11Support hours 31

                                                      T

                                                      tar ball 24time server 18time zone 11 18

                                                      U

                                                      USB 15USB stick 10 12 14user account 17

                                                      V

                                                      virtualization 6 15

                                                      W

                                                      what youll need 11Windows

                                                      domain 26join a domain 26share 27

                                                      Windows client 10

                                                      Y

                                                      yum 24

                                                      • Contents
                                                      • Introduction
                                                        • How Aureum Works
                                                          • Install Aureum
                                                            • Resource Requirements
                                                            • Aureum Configuration Settings
                                                            • Port Requirements and Firewall Settings
                                                            • Prepare Aureum Installation Resources (Linux)
                                                            • Prepare Aureum Installation Resources (Windows)
                                                            • Install the Software
                                                            • Continue the Installation
                                                            • Create an Admin Account
                                                            • Import an Aureum License
                                                            • Provide Aureum Information
                                                            • Add Resources
                                                            • Create a Default Storage Class
                                                            • Define Outgoing Mail Settings
                                                            • Create a Client Registration User
                                                            • Configure Security
                                                            • Connect
                                                              • Linux Client-Aureum Registration
                                                              • Security Levels
                                                              • Create an Export
                                                              • Install a Linux-based Aureum Client
                                                                • Mount Aureum (Linux)
                                                                • Unregister a Linux Client from Aureum
                                                                  • Windows Configuration
                                                                    • Join a Domain
                                                                    • Create a Share
                                                                    • Mount an Aureum Windows Share
                                                                      • POSIX Compliance
                                                                      • Information and Resources
                                                                      • Index

                                                        LegalPeaxyreg and Aureumtrade are registered trademarks of Peaxy Inc

                                                        All other trademarks belong to their respective companies

                                                        CopyrightsThis document is copyright copy 2016 Peaxy Inc

                                                        Aureum software includes portions of the following

                                                        bull Amazon Web Services (AWS) Java SDK httpsawsamazoncomsdk-for-java and httpawsamazoncomapache-2-0

                                                        bull Apache License Version 20 January 2004bull BEOPEN PYTHON OPEN SOURCE LICENSE AGREEMENT VERSION 1bull BSD 3bull crc32 routine COPYRIGHT copy 1986 Gary S Brownbull Element Tree used under the Python licensebull Erlang Public License (EPL) a derivative work of the Mozilla Public License Now provided under

                                                        the Apache 20 licensebull GoogleAuth httpsgithubcomwstrangeGoogleAuthbull GNU Lesser General Public License Version 3 Copyright copy 2007 Free Software Foundation Inc

                                                        and GNU Lesser General Public License Version 21 Copyright copy 1999 Free Software FoundationInc

                                                        bull Samba is Free Software licensed under the GNU General Public License httpswwwsambaorgsambadocsGPLhtml the Samba project is a member of the Software Freedom Conservancy

                                                        bull JSON-C Copyright (c) 2009-2012 Eric Haszlakiewicz and Copyright (c) 2004-2005 MetaparadigmPte Ltd

                                                        bull Kerberos Copyright copy 1985-2009 now under the MIT 2 licensebull libcurl Copyright (c) 1996 - 2015 Daniel Stenbergdanielhaxxsebull lshow used under the GPL licensebull MIT (X11) Copyright copy 2007-2015bull RIAK Creative Commons (httpcreativecommonsorg licensesby30)bull Goldrush Copyright copy 2012 Magnus Klaarbull Meld Under ZPL licensebull NSIS (Nullsoft Scriptable Install System) copy 1999-2013bull OpenSSL License Copyright (c) 1998-2016 The OpenSSL Project and Original SSLeay License

                                                        Copyright (c) 1995-1998 Eric Youngbull Protobuf Copyright 2008 Google Inc now under the BSD 3 licensebull Setup Tools (setuptools-06c11) Under ZPL licensebull Sodium crypto library (libsodium) ISC license Copyright (c) 2013-2015 Frank Denisbull Solr the Apache Lucene project Copyright copy 2010 The Apache Software Foundationbull TCL Copyright copy Regents of the University of California Sun Microsystems Inc Scriptics

                                                        Corporation and other partiesbull The Apache Lucene project Copyright copy 2010 The Apache Software Foundationbull The Apache Tika project Copyright copy The Apache Software Foundationbull VirtualBox Copyright copy 2007 Oracle Corp as part of the GNU GPL V2 Licensebull YAWS Copyright copy 2006 Claes Wikstrom now under the BSD licensebull Apache zookeeper Under the Apache 2 license

                                                        Index | 35

                                                        Index

                                                        bdl license file 18

                                                        img 12

                                                        MD5 12

                                                        zip 12

                                                        A

                                                        access directories 24Active Directory 26add

                                                        resources 19servers 19

                                                        Admin 17administrator 17AMS 12 14 15 16Aureum IP address 11Aureum Manager 6 12 14Aureum name 18Aureum overview 5average file size 18

                                                        B

                                                        beacon turning on or off 19BIOS 15bonding network interface 19bootable USB 12 14browser 15button color 17

                                                        C

                                                        capacity 10 19CentOS 10checksum 12client registration 22clients 22configuration 11configure email 21connect 22contact 31create

                                                        export 23share 27

                                                        create Aureum 15create storage class 20

                                                        D

                                                        dedicated capacity 20dedicated nodes 5default storage class 20directory access 24discover resources 12 14 19discovery state Aureum nodes 12 14disk space required 10DNS server 11DNS servers 18documentation 31domain-authenticated user

                                                        domain 27

                                                        domain-authentication 22domain suffix 11download images 14

                                                        E

                                                        editsecurity level 22

                                                        emailer settings 21Ethernet

                                                        interface 10switch 10

                                                        exportCIFS 23create an export 23

                                                        F

                                                        files needed 12 14firewall 12flexible capacity 20flock 29FUSE 10

                                                        G

                                                        gateway 11 18

                                                        H

                                                        hardware requirements 10how to reach Peaxy 31

                                                        I

                                                        image copier 12 14import a license 18initial configuration 18inode retention 29install

                                                        client 24Linux client 24

                                                        introduction 5iptables 16

                                                        J

                                                        javarequired version 12 14

                                                        javaw 14

                                                        K

                                                        Kerberos 22 22 23

                                                        L

                                                        legal 33levels of security 23license files 18licenses 18

                                                        Index | 36

                                                        Linux client install 24localhost 15location 18

                                                        M

                                                        maintenance agreement 18management IP 15mapping 22mount Aureum 24 27mounting 22 22

                                                        N

                                                        namespace 18Navigation menu

                                                        configuration 11security 22

                                                        netBIOS 22NIC 19NTP server 11 18

                                                        O

                                                        outgoing email 21overview

                                                        architecture 6Aureum building blocks 6components 6

                                                        P

                                                        password 17password limitations 17ports 12POSIX compliance 29primary domain 18primary domain suffix 11

                                                        R

                                                        RAM requirements 10realms 22reboot 12 14recommended configuration 10Red Hat Enterprise Linux 10replication factor 11 18 20resources

                                                        needed 10run setup 16

                                                        S

                                                        samsp 12 14 16security 22 23security levels

                                                        security 22 23select the license 18SElinux 16sestatus 16set performance levels 20settings 11setup 16share

                                                        CIFS 27

                                                        create a share 27Share 26SMTP 17 21software files 14space needed 10storage class creating default 20subnet mask 11Support hours 31

                                                        T

                                                        tar ball 24time server 18time zone 11 18

                                                        U

                                                        USB 15USB stick 10 12 14user account 17

                                                        V

                                                        virtualization 6 15

                                                        W

                                                        what youll need 11Windows

                                                        domain 26join a domain 26share 27

                                                        Windows client 10

                                                        Y

                                                        yum 24

                                                        • Contents
                                                        • Introduction
                                                          • How Aureum Works
                                                            • Install Aureum
                                                              • Resource Requirements
                                                              • Aureum Configuration Settings
                                                              • Port Requirements and Firewall Settings
                                                              • Prepare Aureum Installation Resources (Linux)
                                                              • Prepare Aureum Installation Resources (Windows)
                                                              • Install the Software
                                                              • Continue the Installation
                                                              • Create an Admin Account
                                                              • Import an Aureum License
                                                              • Provide Aureum Information
                                                              • Add Resources
                                                              • Create a Default Storage Class
                                                              • Define Outgoing Mail Settings
                                                              • Create a Client Registration User
                                                              • Configure Security
                                                              • Connect
                                                                • Linux Client-Aureum Registration
                                                                • Security Levels
                                                                • Create an Export
                                                                • Install a Linux-based Aureum Client
                                                                  • Mount Aureum (Linux)
                                                                  • Unregister a Linux Client from Aureum
                                                                    • Windows Configuration
                                                                      • Join a Domain
                                                                      • Create a Share
                                                                      • Mount an Aureum Windows Share
                                                                        • POSIX Compliance
                                                                        • Information and Resources
                                                                        • Index

                                                          Index | 35

                                                          Index

                                                          bdl license file 18

                                                          img 12

                                                          MD5 12

                                                          zip 12

                                                          A

                                                          access directories 24Active Directory 26add

                                                          resources 19servers 19

                                                          Admin 17administrator 17AMS 12 14 15 16Aureum IP address 11Aureum Manager 6 12 14Aureum name 18Aureum overview 5average file size 18

                                                          B

                                                          beacon turning on or off 19BIOS 15bonding network interface 19bootable USB 12 14browser 15button color 17

                                                          C

                                                          capacity 10 19CentOS 10checksum 12client registration 22clients 22configuration 11configure email 21connect 22contact 31create

                                                          export 23share 27

                                                          create Aureum 15create storage class 20

                                                          D

                                                          dedicated capacity 20dedicated nodes 5default storage class 20directory access 24discover resources 12 14 19discovery state Aureum nodes 12 14disk space required 10DNS server 11DNS servers 18documentation 31domain-authenticated user

                                                          domain 27

                                                          domain-authentication 22domain suffix 11download images 14

                                                          E

                                                          editsecurity level 22

                                                          emailer settings 21Ethernet

                                                          interface 10switch 10

                                                          exportCIFS 23create an export 23

                                                          F

                                                          files needed 12 14firewall 12flexible capacity 20flock 29FUSE 10

                                                          G

                                                          gateway 11 18

                                                          H

                                                          hardware requirements 10how to reach Peaxy 31

                                                          I

                                                          image copier 12 14import a license 18initial configuration 18inode retention 29install

                                                          client 24Linux client 24

                                                          introduction 5iptables 16

                                                          J

                                                          javarequired version 12 14

                                                          javaw 14

                                                          K

                                                          Kerberos 22 22 23

                                                          L

                                                          legal 33levels of security 23license files 18licenses 18

                                                          Index | 36

                                                          Linux client install 24localhost 15location 18

                                                          M

                                                          maintenance agreement 18management IP 15mapping 22mount Aureum 24 27mounting 22 22

                                                          N

                                                          namespace 18Navigation menu

                                                          configuration 11security 22

                                                          netBIOS 22NIC 19NTP server 11 18

                                                          O

                                                          outgoing email 21overview

                                                          architecture 6Aureum building blocks 6components 6

                                                          P

                                                          password 17password limitations 17ports 12POSIX compliance 29primary domain 18primary domain suffix 11

                                                          R

                                                          RAM requirements 10realms 22reboot 12 14recommended configuration 10Red Hat Enterprise Linux 10replication factor 11 18 20resources

                                                          needed 10run setup 16

                                                          S

                                                          samsp 12 14 16security 22 23security levels

                                                          security 22 23select the license 18SElinux 16sestatus 16set performance levels 20settings 11setup 16share

                                                          CIFS 27

                                                          create a share 27Share 26SMTP 17 21software files 14space needed 10storage class creating default 20subnet mask 11Support hours 31

                                                          T

                                                          tar ball 24time server 18time zone 11 18

                                                          U

                                                          USB 15USB stick 10 12 14user account 17

                                                          V

                                                          virtualization 6 15

                                                          W

                                                          what youll need 11Windows

                                                          domain 26join a domain 26share 27

                                                          Windows client 10

                                                          Y

                                                          yum 24

                                                          • Contents
                                                          • Introduction
                                                            • How Aureum Works
                                                              • Install Aureum
                                                                • Resource Requirements
                                                                • Aureum Configuration Settings
                                                                • Port Requirements and Firewall Settings
                                                                • Prepare Aureum Installation Resources (Linux)
                                                                • Prepare Aureum Installation Resources (Windows)
                                                                • Install the Software
                                                                • Continue the Installation
                                                                • Create an Admin Account
                                                                • Import an Aureum License
                                                                • Provide Aureum Information
                                                                • Add Resources
                                                                • Create a Default Storage Class
                                                                • Define Outgoing Mail Settings
                                                                • Create a Client Registration User
                                                                • Configure Security
                                                                • Connect
                                                                  • Linux Client-Aureum Registration
                                                                  • Security Levels
                                                                  • Create an Export
                                                                  • Install a Linux-based Aureum Client
                                                                    • Mount Aureum (Linux)
                                                                    • Unregister a Linux Client from Aureum
                                                                      • Windows Configuration
                                                                        • Join a Domain
                                                                        • Create a Share
                                                                        • Mount an Aureum Windows Share
                                                                          • POSIX Compliance
                                                                          • Information and Resources
                                                                          • Index

                                                            Index | 36

                                                            Linux client install 24localhost 15location 18

                                                            M

                                                            maintenance agreement 18management IP 15mapping 22mount Aureum 24 27mounting 22 22

                                                            N

                                                            namespace 18Navigation menu

                                                            configuration 11security 22

                                                            netBIOS 22NIC 19NTP server 11 18

                                                            O

                                                            outgoing email 21overview

                                                            architecture 6Aureum building blocks 6components 6

                                                            P

                                                            password 17password limitations 17ports 12POSIX compliance 29primary domain 18primary domain suffix 11

                                                            R

                                                            RAM requirements 10realms 22reboot 12 14recommended configuration 10Red Hat Enterprise Linux 10replication factor 11 18 20resources

                                                            needed 10run setup 16

                                                            S

                                                            samsp 12 14 16security 22 23security levels

                                                            security 22 23select the license 18SElinux 16sestatus 16set performance levels 20settings 11setup 16share

                                                            CIFS 27

                                                            create a share 27Share 26SMTP 17 21software files 14space needed 10storage class creating default 20subnet mask 11Support hours 31

                                                            T

                                                            tar ball 24time server 18time zone 11 18

                                                            U

                                                            USB 15USB stick 10 12 14user account 17

                                                            V

                                                            virtualization 6 15

                                                            W

                                                            what youll need 11Windows

                                                            domain 26join a domain 26share 27

                                                            Windows client 10

                                                            Y

                                                            yum 24

                                                            • Contents
                                                            • Introduction
                                                              • How Aureum Works
                                                                • Install Aureum
                                                                  • Resource Requirements
                                                                  • Aureum Configuration Settings
                                                                  • Port Requirements and Firewall Settings
                                                                  • Prepare Aureum Installation Resources (Linux)
                                                                  • Prepare Aureum Installation Resources (Windows)
                                                                  • Install the Software
                                                                  • Continue the Installation
                                                                  • Create an Admin Account
                                                                  • Import an Aureum License
                                                                  • Provide Aureum Information
                                                                  • Add Resources
                                                                  • Create a Default Storage Class
                                                                  • Define Outgoing Mail Settings
                                                                  • Create a Client Registration User
                                                                  • Configure Security
                                                                  • Connect
                                                                    • Linux Client-Aureum Registration
                                                                    • Security Levels
                                                                    • Create an Export
                                                                    • Install a Linux-based Aureum Client
                                                                      • Mount Aureum (Linux)
                                                                      • Unregister a Linux Client from Aureum
                                                                        • Windows Configuration
                                                                          • Join a Domain
                                                                          • Create a Share
                                                                          • Mount an Aureum Windows Share
                                                                            • POSIX Compliance
                                                                            • Information and Resources
                                                                            • Index

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