1 © 2010 DataCore Software Corp. — All rights reserved © 2010 DataCore Software Corp DataCore Software DataCore Software Certified Implementation Engineer.

1© 2010 DataCore Software Corp. — All rights reserved © 2010 DataCore Software Corp

DataCore SoftwareDataCore SoftwareDataCore Software Certified

Implementation Engineer (DCIE)

DataCore Software Certified

Implementation Engineer (DCIE)

2© 2010 DataCore Software Corp. — All rights reserved

Before DCIE ?

Installations are easy – Why Plan ?

Technical People relish the challenge of resolving issues !

Technical People hate writing anything down – ‘I know it so why write it down ?’

Testing what seems reasonable will be ok ?


What was the result ?

No planning before going on site recipe for disaster• Design, known issues, Customer expectations ?

2 days become 5 days and longer and often DataCore called.

What worked on day 1 failed on day 2• All in someone’s head somewhere• Delays while information re-collected for support assistance

Issues that could have been resolved at install have become Production issues

Customer unhappy. Too much time wasted. Future support impeded. Confidence Low


So….

Installation Process Developed and Issued

Not Mandatory so Not Followed !

How to make it Followed ?

Certification that is only maintained by following Process

Support Policy that requires DCIE for Install


DataCore Support Policy?

To assure maximum benefit from the use of our products, we highly recommend that the Administrator participate in a DataCore Training Course, planning for and execution of an installation, upgrade or migration should be performed by a DataCore Partner using a DataCore Certified Implementation Engineer (DCIE).

Any issues due to installation errors when an installation was performed without a DCIE may result in support being withdrawn until re-installed by a DCIE with services to be paid by the customer.

http://www.datacore.com/training/training_home.asp

http://www.datacore.com/partners/partners_home.asp


What is a DCIE?

A DataCore Certified Implementation Engineer (DCIE) is a certified person that has given DataCore confidence that they understand how our product works, and have proven that they can understand and will follow our Installation Management process

A DCIE is a physical person, not a company

Certification is granted to a person and this certification will follow this person should this engineer leave the company he was working for at the time he/she was certified.


What is the DCIE Process ?

DataCore offer two DCIE programs:• SANsymphony• SANmelody

DCIE is a 10-Step Process


DCIE - Step 1: Training

Candidates:

• Attend a SYM205 SANsymphony class or a MEL205 SANmelody class

• Ideally also attend SYM301 Advanced Practices

• Take the SYM810 DCIE Installation Management class – This is a downloaded, off-site training module

• (No Certificate issued for SYM810 Training)


DCIE - Step 2: Test

Pass certification test paper:• Register for test paper

• Send email to [email protected] with Subject ‘DCIE Test Request’ and the test link will be sent.

• Take & Submit Test• Open Book so make use of all resources including lab equipment

to answer questions. Immediate grading and response sent out.

• Pass or Fail • 80% is the pass mark• A Pass or Fail email will be sent• If Fail then resubmit the ‘DCIE Test Request’• After 3 Test Fails contact Account Manager for clarifications.

• One final test before re-training needed

mailto:[email protected]


DCIE - Step 3: Pre-Site Preparation (1)

Download Documentation Templates:

• FAQ 1183 (login & type ‘DCIE’ to find)• Site Planning Checklist (SPCL)• Pre-Install Checklist (PiCL)• Functional Test Plan FTP



SPCL – List all components and check:• Application Server

• Check HBA’s BIOS, driver & firmware• Check path failover product is correct version and how to configure it (See Technical Bulletins)

• Switches• Check firmware. • Mappings and zoning planned and understood

• Storage• Decide on Third party failover or LUN Distribution

• Decide on how LUNs size/type, Pools



SPCL• SDS

• Check HBA’s BIOS, anti-virus, security settings needed, other software

• Check O/S version and Service Packs• Make sure licenses are available (and software !)• Make sure you are aware of latest PSP & Updates



PiCL• Check readiness plans and add anything additional that may be needed

• Familiarize with onsite plans for readiness before installing software

• Add/Remove sections from Installation Report

FTP• Remove unnecessary sections• Add additional tests if needed to suit the environment



Make DataCore aware of Production Installation• Register for Support if not already done so• Open an incident on DataCore support site for new

installation two weeks or more before installation date• Incident title should be: “Customer Name – Customer

Information”• Notify in the incident of Planned Installation Date• Submit all documents and wait for response before

installation Statement of Work recommended

• State objectives, scope, pre-requisites and deliverables• Clearly identify customers responsibilities• Get customer sign-off that this meets their requirement.• Make sure resources will be available that can configure all

components


DCIE - Step 4: Pre-Installation on Site (1)

Application Server• Configured to see storage before any zoning• HBA’s have correct BIOS, driver & firmware

Switches• Check correct firmware• Check functioning correctly (Green LEDs)• Zoned correctly

• Check App Server no longer sees storage• Check Storage Server can see storage• Check Storage Server can access its partner(s)


DCIE - Step 4: Pre-Installation on Site (2)

Storage• Set Up LUNs as designed• Check functioning correctly • Check failover works before DataCore installed on storage server

Storage Servers• Clean install of OS. • Correct HBA’s with correct BIOS.• Check all other software installed is known and documented

• Check Storage server can see storage and can see App Servers

• Check LAN connect between Storage Servers is ok


DCIE - Step 5: Installation

Storage Servers• Install (follow Installation Guide)• Apply latest PSP/Updates (follow Release Notes)• Discover Storage• Create Virtual Volumes• Serve up to Application Servers

Clients• Install Client Software• Apply latest PSP/Updates (follow Release Notes)• Configure Paths (as per Tech Bulletins)


DCIE - Step 6: Functional Tests

Storage Servers• Run through FTP step by step, ticking or commenting as needed

• Make sure customer agrees at each step• Get customer sign-off• Any issues or questions raise a new support call • Always raise an incident if in any doubt• If on-site and need immediate help is needed, phone toll-free support


DCIE - Step 7: Post Install

After Installation is complete• Update SPCL and attach to the incident• Update incident with completed documentation for:

• Pre-Installation Checklist (completed)• FTP (completed)• Confirmation of sign-off (signature not needed)

• Confirm in the incident that installation is complete• Attach Support Bundles for all Storage Servers• Register End User for Support• Make End User aware of ‘How to Use Support’ (FAQ 1322)


DCIE - Step 8: DataCore Review DataCore will review incident(s)

• How much remote support was required?• Did installer call when they needed to?• Did installer raise new incidents when needed?• Was the correct documentation submitted at the right time?• Was the documentation complete and accurate?

Assessment will give: (a) Certification achieved, or(b) Certification withheld until next production installation

review, or(c) DCIE assistance needed with next production install, or(d) DCIE only install next time


DCIE Step 9: Certification DataCore certifies the New DCIE, and

• Issues a Certificate (sent monthly)• Records their Certification• Updates ‘Number of Installs’


DCIE Step 10: Renewal

Version Renewal• Certification is held for the full release i.e. v1.x, 2.x, etc.

• Version renewal is needed on each full release only, NOT on ‘dot’ releases

• A DCIE should attend web-based ‘differences’ class on new features for all new full releases

• Review of all installations is made to confirm process is always followed

• Review of DCIE incidents raised


Summary

Test

Pre-Site

Install

Certify

Pre-Install Install

Training

Post Install

Pre-InstallCheck

FTP

Post Install

DC Review

Renewal

1 © 2010 DataCore Software Corp. — All rights reserved © 2010 DataCore Software Corp DataCore Software DataCore Software Certified Implementation Engineer.

Documents

datacore confidence

datacore partner

dcie process

rights reserved dcie

dcie programs

sansymphony sanmelody

subject dcie test request

step process slide