ETERNUS SF Replicator Instllation Guide€¦ · Preface Purpose This manual explains the installation and configuration of ETERNUS SF Replicator (referred to as Replicator) on Windows2000

ETERNUS SF Replicator 2.5 Installation Guide

B1WW-8351-02ENZ0 (00) Windows2000/2003

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Preface

Purpose

This manual explains the installation and configuration of ETERNUS SF Replicator (referred to as

Replicator) on Windows2000 and Windows2003 operating systems.

Audience

This manual is targeted at system administrators responsible for managing and maintaining business critical

applications and their related data.

Organization

This manual is organized as follows:

• Chapter 1 Installation

This chapter describes the procedure for installing Replicator.

• Chapter 2 Removing

This chapter describes the procedure for removing Replicator.

• Chapter 3 Upgrading

This chapter describes the procedure for upgrading Replicator.

Related Manuals

The set of manuals related to Replicator are as follows:

• ETERNUS SF Replicator Installation Guide (This manual)

This manual explains the process of installation and configuration of Replicator.

• ETERNUS SF Replicator Administrator Guide

This manual explains the process of disk mirroring during normal operations of Replicator.

• ETERNUS SF Replicator Messages Guide

This manual explains the messages of Replicator.

• ETERNUS SF Replicator Common Console Guide

This manual explains the process of installation and configuration of Console option.

A Note Regarding Descriptions

• Microsoft(R) Windows(R) 2000 Server and Microsoft(R) Windows(R) 2000 Advanced Server are

referred to as Windows2000.

• Microsoft(R) Windows(R) Server 2003 Standard Edition and Microsoft(R) Windows(R) Server 2003

Enterprise Edition are referred to as Windows2003.

• ETERNUS SF Replicator is referred to as Replicator.

• The symbol NOTE is used to describe items related to actual working of the system, points to note,

actions not to be taken and items which are strongly recommended for smooth operations.

Trademarks

• Windows is a registered trademark of Microsoft Corporation in the United States and other countries.

• All other mentioned services and/or products are registered trademarks of other companies as the

case maybe.

COPYRIGHT

Copyright (C) 2002-2007 FUJITSU LIMITED. All rights reserved.

Copyright (C) 2004-2007 Softek Storage Solutions Corporation, International Business Machines Corporation. All rights reserved.

The information contained in this manual is the licensed property of FUJITSU LIMITED and Softek Storage

Solutions Corporation, International Business Machines Corporation. Use of the information

contained herein is restricted pursuant to the terms and conditions of a license agreement.

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Contents ............................................................................................................................................ iii Contents

.................................................................................................................1 Chapter 1 Installation................................................................................................................................1 1.1 System Requirements

...................................................................1 1.1.1 Common Requirements for Windows2000 and Windows2003

...................................................................................................2 1.1.2 System Requirements for Windows2000

...................................................................................................2 1.1.3 System Requirements for Windows2003

.................................................................................................3 1.2 Recommended Operating Parameters

......................................................................................................................................4 1.3 Preparing to Install

........................................................................................................................................4 1.3.1 Backing up the System

.....................................................................................................................................4 1.3.2 How to Size the System

............................................................................................................................................4 1.3.3 How to Size the BAB

.......................................................................................................................................5 1.3.4 How to Size the Pstore

...............................................................................................................5 1.3.5 How to Size the Journal Directory

............................................................................................................................6 1.3.6 Supported Partition Formats

...........................................................................................................................7 1.4 How to Install Replicator

...................................................................................... 12 1.5 Setting up the Path Environment Variable

................................................................................................................ 14 1.6 Updating the Security Policy..................................................................................................................................................... 14 1.6.1 For Windows 2000

..................................................................................................................................................... 17 1.6.2 For Windows 2003

...................................................................................................................................................... 21 1.7 Licensing

............................................................................................................................................ 21 1.7.1 Obtaining the Host ID

........................................................................................................................ 22 1.7.2 Applying for the License Key

................................................................................................................................... 22 1.7.3 Setting the License Key

........................................................................................................................... 22 1.7.4 Confirming the License Key

.................................................................................................................................................. 23 1.8 Reinstalling

................................................................................................................ 24 Chapter 2 Removing.................................................................................................................................... 24 2.1 Stopping Mirroring

....................................................................................................... 24 2.2 Procedure to Remove Replicator

................................................................................................................ 26 Chapter 3 Upgrading.............................................................................................................. 26 3.1 Upgrading from Replicator 2.4

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Chapter 1 Installation

This document contains installation instructions for Replicator, on Windows2000 and Windows2003

operating systems. Once you have installed or upgraded the software, refer to the ETERNUS SF Replicator

Adminstrator Guide Windows2000 and Windows2003, for information on starting and configuring the

software.

1.1 System Requirements Before installing Replicator, verify the following conditions on all primary and secondary servers in the

company.

1.1.1 Common Requirements for Windows2000 and Windows2003

The following resources are required to install Replicator on Windows2000 and Windows2003 systems.

For further details regarding the components Pstore and BAB, please refer to [2.2 Components] in

[ETERNUS SF Replicator Administrator Guide].

One or more Source systems. These will become the mirroring source.

One or more Target systems. These will become the mirroring target.

(The loopback configuration makes the source system and the target system coexist on one

system.)

LAN or WAN IP network(s) between primary and target systems.

Both the primary and the target systems should use static IP addresses. DHCP or automatic

assigning of IP addresses cannot be used.

A mirroring source (referred to as source partition henceforth) on the source system is

necessary. Moreover the source partition must be on a SCSI/IDE drive which has been

formatted either using NTFS or FAT32.

A minimum of 32 MB reserved physical memory on the source system for principal use by the

Big Aysnchronous Buffer or BAB for Replicator.

Free space of 140 MB is required for the Pstore on the source system. The Pstore must be

created on a partition formatted in NTFS format.

A mirroring target (referred to as target partition henceforth) is required on the target system.

The size of the target partition must be equal to or more than that of the source partition on

the source system. Moreover the target partition must be on a SCSI/IDE drive which has been

formatted using NTFS or FAT32.

A directory for the journal is required on the target system. Moreover this directory should be

on a partition formatted in NTFS.

Replicator supports up to 32 logical groups, and a sum total of 32 target partitions on a system. An

effective means of configuring an efficient system is to create logical groups based on business

applications.

NOTE Please ensure that the Pstore and the Journal directory are created on partitions which are formatted in

NTFS.

NOTE Both the primary and the target systems should have the same operating system and the same versions of

the operating system.

NOTE The primary source partition and the secondary host target partition cannot be a system volume or contain

system page files.

NOTE Both the primary and the target systems should have the same versions/levels of the Replicator.

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1.1.2 System Requirements for Windows2000

Supported Operating Systems

• Winddows 2000 Server with Service Pack 4 or later

• Winddows 2000 Advanced Server with Service Pack 4 or later

The same version of the operating system must be installed on both the primary and the target

systems.

A minimum of 14 MB available disk space in the system directory on both the primary and the

target systems is required to store the Replicator binary files.

A minimum of 32 MB of kernel memory is required on the source system for the BAB.

1.1.3 System Requirements for Windows2003

Supported Operating Systems

• Winddows Server 2003 Standard Edition with Service pack 1

• Winddows Server 2003 Standard Edition with Service pack 2

• Winddows Server 2003 R2 Standard Edition

• Winddows Server 2003 R2 Standard Edition with Service pack2

• Winddows Server 2003 Enterprise Edition with Service pack 1

• Winddows Server 2003 Enterprise Edition with Service pack 2

• Winddows Server 2003 R2 Enterprise Edition

• Winddows Server 2003 R2 Enterprise Edition with Service pack 2

The same version of the operating system must be installed on both the primary and the target

systems.

A minimum of 14 MB available disk space in the system directory on both the primary and the

target systems is required to store the Replicator binary files.

A minimum of 32 MB of kernel memory is required on the source system for the BAB.

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1.2 Recommended Operating Parameters This section describes guidelines for configuring Replicator to run optimally.

For more information on configuring the parameters below please refer to the ETERNUS SF Replicator

Administrator Guide.

Replicator Recommended Configuration

Minimum BAB Memory 32MB

Maximum BAB Memory 224MB (more than 1GB of RAM)

192MB (up to 1GB of RAM)

Minimum # of partitions that

can be mirrored 1

Maximum # of partitions that

can be mirrored 32

Minimum # of logical groups 1

Maximum # of logical groups 32

Minimum pstore size 17 MB

Minimum # of pstore 1

Maximum # of pstore 32

Minimum journal size 1 KB

Maximum journal size 100 MB

Maximum voume support 4 TB

NOTE Please set the BAB size to at least 32 MB or more in the dtcconfigtool.

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1.3 Preparing to Install This section describes the steps in planning a Replicator installation.

1.3.1 Backing up the System

Normally, when software or hardware is installed, the system is backed up completely. Please ensure the

same is done before devices are added or Replicator is installed. In case files which cannot be replaced on

the system exist, it is necessary to back up the system before installing

1.3.2 How to Size the System

Sizing of certain components such as the BAB or Pstore should be completely thought out before

starting the installation. The following rules can be helpful when sizing and allocating resources:

Target partitions on the secondary should be at least as large as source partitions. However in

cases of disaster recovery, when the source partitions on the primary are used as secondary

partitions temporarily, it is necessary that the disk sizes must be equal.

To measure the load on the particular system, the performance tool provided by Windows is

used.

Try to collect the following information:

Peak I/O update activity over time. Don’t ignore quarter-end or year-end processing

requirements.

Ratio of reads to writes.

Number of disk blocks updated over a measurable amount of time. This data is especially useful

when determining the appropriate size for the journal file directory on the target system(s), and

the amount of memory for the BAB.

The peak rate of data to be sent over the network and the time for which the BAB will not

overflow in case the network shuts down. If the BAB overflows, Replicator will change to

TRACKING mode, and to achieve data parity between primary and secondary, a differential copy

will be executed automatically.

If possible, perform an iterative implementation on Replicator and monitor operations. Pay attention to

incidents such as network connection being lost, the target system going down, or unanticipated bursts in

I/O activity.

1.3.3 How to Size the BAB

It is recommended that additional physical memory be installed on any source system where Replicator

resides for the BAB. Please note that the BAB uses kernel memory and not the virtual memory.

A minimum of 32 MB of real memory is required on the Primary Server machine. BAB size is set to 64

MB by default, or less if there is not enough total memory, and can be increased or decreased as needed.

If there is a large amount of I/O activity, BAB size may need to be increased.

During installation, selectable BAB sizes are presented in 32 MB increments. The maximum allowed

allocation is 60 percent of the total memory on the Replication Server, with a minimum of 32 MB to a

maximum of 192 MB for systems with 1 GB of memory or less, and 224 MB for systems with up to 2 GB of

memory. The correct size should be determined by the rate and pattern of I/O writes.

Maximum BAB Size

192 MB on a Windows 2000 and 2003 systems with up to 1GB of RAM.

224 MB on a Windows 2000 and 2003 systems with more than 1GB of RAM.

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A Recommendation for BAB Size

Apart from considerations like available kernel memory or volume of data I/O, the following standard

BAB size can be considered. Please note however that the memory allocated for BAB should not exceed

60% of the available kernel memory on the system.

< If the number of partitions to be mirrored are less than 10> BAB Size = 64MB

< If the number of partitions to be mirrored are more than 10 > BAB Size = 128MB

Other Considerations

Since the BAB stores changes made to the primary data, the following variables are important in

determining the appropriate size:

Amount of data changed during a measurable period of time (burst of data)

Speed of network and how fast entries are removed from the BAB.

How long you can tolerate a network outage.

During configuration with dtcconfigtool, if the dtc driver is unable to allocate all of the requested

memory, a message prompts you to reboot the system. The reboot allows the dtc device driver to obtain

the requested memory. The amount of memory actually allocated to the BAB is shown when the dtc driver

is added to the system. You can also determine this value with the dtcinfo –a command after the driver

has been added.

1.3.4 How to Size the Pstore

The Pstore is a file where the state information, definition of the tunable parameters and the update

bitmap is stored. The minimum size is 17 MB. The maximum size is 140 MB.

1.3.5 How to Size the Journal Directory

To use Replicator it is necessary to prepare a journal directory on the secondary.

What is a Journal Directory?

The journal directory is an area that must be prepared on the Secondary side. For Replicator, in the

following cases, journal files are automatically created under the journal directory:

During Smart Refresh. Journals are created in this case only if the logical group has been set to

use the journal. For further details please refer to [ETERNUS SF Replicator Administrator

Guide].

During Checksum Refresh.Journals are created in this case only if the logical group has been

set to use the journal. For further details please refer to [ETERNUS SF Replicator

Administrator Guide].

In checkpoint ON state.

When Smart Refresh/Checksum Refresh is completed or when checkpoint state is turned off, the

journal files are deleted after the data is applied to the secondary partition.

Hence, journal directory is an area which is used temporarily by Replicator.

In case of using a mode that does not use the journal directory, it is necessary to prepare a journal directory without

fail, because the journal directory may be used to control during checkpoint, though updated data is not stored in it.

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A Recommendation for Determining Journal Directory Size

Even though the size depends on the amount of data that is updated during the checkpoint ON state, it

is desirable to keep the journal directory area as large as the original mirror disk. If for whatever reasons, it

is difficult to prepare an area of the same size as that of the original mirror disk, then the following is the

recommended size of the journal directory.

In case of using a mode that does not use the journal directory, approximately 10 MB of disk space is

sufficient.

Journal directory size = Original mirror disk size x 0.25

1.3.6 Supported Partition Formats

Replicator uses specific partitions on both the primary and secondary. The possible supported formats

for each partition are described below. Before installing Replicator, ensure that the partitions to be used

have the correct format.

System Partition Format

Local data (Source Partition) NTFS or FAT32 Primary

Pstore NTFS

Mirror Data (Target Partition) NTFS or FAT32 Secondary

Journal Directory NTFS

NOTE In addition to local data, Replicator also copies the size of the partition to the target partition. Due to this

reason even if the target partition is created larger than the source partition, the target partition will, after

mirroring, show the same size as the source partition.

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1.4 How to Install Replicator In this section, the procedure to install Replicator is explained. Install Replicator, first on the source

system and then on the target system. Replicator is installed on Windows2003 as follows:

1. Login as Administrator.

2. Insert the CD in the CD-ROM drive, please execute the following by double clicking.

<CD-ROM Drive Letter>:\Replicator\setup.exe

3. The following screen will be displayed. Click on the Next button.

4. The Softek Replication Server Registration Key screen will be displayed. Enter the license provided by

Fujitsu Limited. After entering the license, click on the Next button. For further details regarding

obtaining the license, please refer to [1.7 Licensing].

If the license key has not been obtained yet, do not enter anything (leave blank) but click on the Next

button.

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5. If a number of network interface cards (NIC) are installed, the following screen is displayed to select

which network card to use. Enter a check mark in the box for the network card used when the license

key was applied for and click on the Next button. Note that if a wrong network card is selected, the

license key is invalid.

In case of applying for a license key from now, do it using the information of the network card checked

here.

If only one network card is installed, this screen is not displayed. (Proceed to step 6.)

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6. The Softek Replicator Replication Server port screen will be displayed. The default value is 575. In

case changing the port number is not required, please click on the Next button.

7. The Select BAB size screen is displayed. Select the desired BAB size and click on the Next button.

Make sure that the BAB size selected is 32 MB or more.

NOTE In case a BAB size other than the values displayed above needs to be set, select one of the displayed values

temporarily and proceed with the installation. Later after completing the configuration, using the dtcinit

command the BAB size can be changed to the desired value. For further details regarding the dtcinit

command, please refer to [9.8 dtcinit] in [ETERNUS SF Replicator Adminstrator Guide].

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8. The Choose Destination Location screen is displayed. The default path is C:\Program

Files\Softek\Replicator. In case another install destination is required, click on the Change button

and select the desired destination. Click on the Next button.

9. The Ready to Install the Program screen will be displayed. Click on the Install button to start the

installation process.

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10. If the installation completes without any problems, the InstallShield Wizard Complete screen will be

displayed. Check Yes, I want to restart my computer now and click on the Finish button.

11. Repeat the above procedure for all selected systems.

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1.5 Setting up the Path Environment Variable This section explains the setting of the path environment variable taking Windows2000 system for

example. In case the path environment variable is set, it becomes unnecessary to type the entire path

when executing Replicator commands.

1. Right click on My Computer -> Properties. The System Properties screen will be displayed.

2. Click on the Advanced tab to display the following screen.

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3. Click on the Environment Variables button to display the following screen.

4. Select Path from the System Variables section and click on the Edit button to display the following

screen.

5. Enter the install directory for Replicator after the last “;” in the Variable Value text box. In case

Replicator was installed in the default directory, this value will be “;C:\Program

Files\ Softek\Replicator”. After updating the value, click on the OK button.

6. Click OK of the Environment Variables window.

7. Click OK of the System Properties window.

With the above, the path environment variable settings are complete.

NOTE In case the environment variable does not become valid, please restart Windows for it to become effective.

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1.6 Updating the Security Policy When Replicator is installed, there are cases that the source partition disappears if the Adminstrator is

logged off. To avoid this problem, the security policy needs to be changed as follows:

1.6.1 For Windows 2000

1. Start -> Run -> gpedit.msc

2. The Group Policy screen is displayed.

3. The following screen is displayed by selecting Computer Configuration -> Windows Settings ->

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Security Settings -> Local Policies -> Security Options.

4. Double click on Strengthen default permissions of global system objects (e.g. Symbolic Links).

5. The following screen will be displayed. Click on the Disabled option and click on the OK button.

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6. After returning to the Security Options screen, close the Group Policy window.

7. Restart the system.

With the above steps the security policy update can be completed.

NOTE Please note that with the above settings, even those users who do not have Administrator

permissions will be able to access files which have access only to Adminstrators.

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1.6.2 For Windows 2003

For Windows 2003, using the procedure below, either confirm or update the security policy settings.

In case the security policy settings are not correct, then when Replicator is started, there are cases

that the source partition’s drive letter may disappear. Hence it is important that the security policy

settings are correct.

The procedure is as described below.

1. Start -> Run -> gpedit.msc

2. The Group Policy screen is displayed.

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3. The following screen is displayed on selecting Computer Configuration -> Windows Settings ->

Security Settings -> Local Policies -> Security Options.

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4. Double click on System Objects: Strengthen default permissions of global system objects (e.g.

Symbolic Links).

5. In case in the above step 4, the setting is Disabled, then to Enable it, execute steps 6 to 8. Else

perform step 7 and finish the procedure.

6. Select Enabled in the following screen and click on the OK button.

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7. After returning to the Security Options screen, close the Group Policy window.

8. Restart the system.

With the above steps the security policy update can be completed.

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1.7 Licensing To install this product to use mirroring,, a license key is required. The license key is provided by Fujitsu.

To obtain the license key, it is required to obtain the Host ID of the system to which this product is

installed.

1.7.1 Obtaining the Host ID

There are two cases to obtain the Host ID.

(1) Obtain after installing Replicator

In case of obtaining the Host ID after installing Replicator, execute the following command after

installation.

Replicator installed path\dtchostinfo

The following is an example of execution.

>Replicator installed folder\dtchostinfo

192.168.1.51 Repl-Server2

hostid: 0x0674b226

If a number of network cards are installed, displayed is a Host ID corresponding to the network card

specified at installation time. Apply for a license with this Host ID.

When you install Replicator, you are requested to enter your license key. However, do not enter anything

but continue to install.

(2) Obtain before installing Replicator

Execute the following command to ask for MAC address of the network card.

ipconfig /all

The last 8 digits of the displayed MAC address is the Host ID required for license application.

The following is an example.

>ipconfig /all Connection-specific DNS Suffix . : Description . . . . . . . . . . . : Intel 8255x-based PCI Ethernet Adapter (10/100) Physical Address. . . . . . . . . : 08-00-87-29-33-8E DHCP Enabled. . . . . . . . . . . : No IP Address. . . . . . . . . . . . : 192.164.5.128 Subnet Mask . . . . . . . . . . . : 255.255.255.0 Default Gateway . . . . . . . . . : DNS Servers . . . . . . . . . . . : 127.0.0.1

MAC address is the information indicated in “Physical Address”.

The last 8 digits of this information, “8729338E” is the Host ID required for license application.

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1.7.2 Applying for the License Key

Use the license key application form which you received along with the Replicator product CD. Enter the

necessary information along with the information obtained in 1.7.1 above and send the completed

application form to the Fujitsu Licensing and Password Issuing Center.

NOTE The time required for a License to be applied for and issued is two working days.

NOTE In case the machine on which Replicator is installed is changed, then since the host id for the new machine is

different, it will become necessary to re-apply for the license.

NOTE Re-applying for the license is not required if Replicator is upgraded on the same machine.

1.7.3 Setting the License Key

When installing Replicator, the license key is requested to be entered. Please enter the license key here.

NOTE The license key corresponds to the host id of the machine on which Replicator is installed. Hence a license

key is required for each machine on which Replicator is installed. In case of a cluster system, a license key is

required for each node in the cluster.

1.7.4 Confirming the License Key

After installing Replicator, execute the following command to confirm the validity of the license key.

<Installed Folder>\dtclicinfo.exe

In case a formal license has already been set, the following is displayed.

Permanent license is valid for this system

NOTE In case the path environment variable was set as per [1.5 Setting up the Path Environment Variable], it is not

required to specify the installed folder by the above command.

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1.8 Reinstalling To reinstall Replicator, uninstall the product first and then reinstall the product. Since the environment

setting information is deleted due to the uninstallation of the product, ensure that the following information

is saved before uninstalling Replicator.

License Information (license key information)

Mirroring environment (source partition drive letter, target partition drive letter, Pstore location,

Journal location, etc.)

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Chapter 2 Removing This chapter explains the procedure to remove Replicator.

2.1 Stopping Mirroring Stop mirroring with Replicator as follows:

1. Stop using the source partition.

2. On the source system execute the following commands and stop mirroring process. This is not

required on the target system.

<Installed Folder>\dtckillpmd –a

<Installed Folder>\dtcstop -a

NOTE In case the path environment variable was set as per [1.5 Setting up the Path Environment Variable], it is not

required to specify the installed folder by the above commands.

2.2 Procedure to Remove Replicator Remove Replicator as per the following procedure. This is an example of Windows2000.

1. Select Start -> Settings -> Control Panel -> Add/Remove Programs

2. Select Softek Replicator

3. Click on the Update or Remove button.

4. On the Welcome screen check on Remove and click on the Next button.

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5. A dialog box confirming file deletion pops up. If the Yes button is clicked, the files will be removed.

6. Once Replicator has been removed from the system, the following screen will be displayed. Click on

the Finish button.

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Chapter 3 Upgrading This chapter explains the procedure to upgrade Replicator.

3.1 Upgrading from Replicator 2.4 Upgrade Replicator as per the following procedure.

1. Stop using the source partition.

2. On the source system execute the following commands and stop mirroring process. This is not

required on the target system.

<Installed Folder>\dtckillpmd –a

<Installed Folder>\dtcstop -a

3. The following screen will be displayed. Click on the Next button.

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4. The Softek Replication Server Registration Key screen will be displayed. Enter the license.

5. Click on the Next button to start the upgarding installation process..

6. If the installation completes without any problems, the InstallShield Wizard Complete screen will be

displayed. Check Yes, I want to restart my computer now and click on the Finish button.

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