IBM Midrange System Storage Implementation and Best Practices Guide

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This IBM® Redbooks® publication represents a compilation of best practices for deploying and configuring IBM Midrange System Storage™ servers, which include the DS4000® and the DS5000 family of products. This book is intended for IBM technical professionals, Business Partners, and customers responsible for the planning, deployment, and maintenance of the IBM Midrange System Storage family of products. We realize that setting up DS4000 and DS5000 Storage Servers can be a complex task. There is no single configuration that will be satisfactory for every application or situation.

First, we provide a conceptual framework for understanding the hardware in a Storage Area Network. Then we offer our guidelines, hints, and tips for the physical installation, cabling, and zoning, using the Storage Manager setup tasks. After that, we turn our attention to the performance and tuning of various components and features, including numerous guidelines.
We look at performance implications for various application products such as DB2®, Oracle, Tivoli® Storage Manager, Microsoft® SQL server, and in particular, Microsoft Exchange with IBM Midrange System Storage servers.

Then we review the various tools available to simulate workloads and to measure, collect, and analyze performance data. We also consider the AIX® environment, including High Availability Cluster Multiprocessing (HACMP™) and General Parallel File System (GPFS™). Finally, we provide a quick guide to the storage server installation and configuration using best practices. This edition of the book also includes guidelines for managing and using the DS4000 and DS5000 with the IBM System Storage SAN Volume Controller (SVC).


Chapter 1. Introduction to IBM Midrange System Storage and SAN
Chapter 2. IBM System Storage DS5000 storage system planning tasks
Chapter 3. Configuring the DS Storage Server
Chapter 4. Host Configuration Guide
Chapter 5. SAN boot with the IBM System Storage DS5000 storage subsystem
Chapter 6. Midrange performance tuning
Chapter 7. IBM Midrange storage subsystem tuning with typical applications
Chapter 8. Storage Manager Performance Monitor
Chapter 9. IBM Tivoli Storage Productivity Center for Disk
Chapter 10. Disk Magic
Chapter 11. SVC guidelines for DS4000/DS5000 series
Chapter 12. DS5000 with AIX and PowerHA
Appendix A. GPFS

Detailed TOC

Chapter 1. Introduction to IBM Midrange System Storage and SAN
1.1 DS4000 and DS5000 family fit
1.2 DS4000 and DS5000 features and family members
1.3 DS4000/DS5000 expansion enclosure
   1.3.1 Supported drives of the midrange family
   1.3.2 DS4000 and DS5000 series product comparison
1.4 DS Storage Manager
1.5 Introduction to SAN
   1.5.1 SAN components
   1.5.2 SAN zoning
Chapter 2. IBM System Storage DS5000 Storage System planning tasks
2.1 Planning your SAN and storage server
   2.1.1 SAN zoning for the DS5000 Storage System
   2.1.2 Enhanced Remote Mirroring considerations
2.2 Planning for physical components
   2.2.1 Rack considerations
   2.2.2 Cables and connectors
   2.2.3 Cable management and labeling
   2.2.4 Fibre Channel adapters
   2.2.5 Disk expansion enclosures
   2.2.6 Selecting drives
2.3 Planning your storage structure
   2.3.1 Logical drives and controller ownership
   2.3.2 Hot spare drives
   2.3.3 Storage partitioning
   2.3.4 Segment size
   2.3.5 Media scan
   2.3.6 Cache parameters
2.4 Planning for premium features
   2.4.1 FlashCopy
   2.4.2 VolumeCopy
   2.4.3 Enhanced Remote Mirroring
   2.4.4 FC/SATA Intermix
   2.4.5 Drive Security
   2.4.6 Obtaining premium features key
2.5 Additional planning considerations
   2.5.1 Planning for systems with LVM: AIX example
   2.5.2 Planning for systems without LVM: Windows example
   2.5.3 Virtualization
2.5.2 Planning for systems without LVM: Windows example
   2.5.3 Virtualization
   2.5.4 IBM System Storage SAN Volume Controller overview
2.6 Host support and multipathing
   2.6.1 Supported server platforms
   2.6.2 Supported operating systems
   2.6.3 Clustering support
   2.6.4 Multipathing
   2.6.5 Microsoft Windows
   2.6.6 MPIO
   2.6.7 AIX MPIO
   2.6.8 AIX Subsystem Device Driver Path Control Module
   2.6.9 HP-UX IBM Subsystem Device Driver
   2.6.10 Linux: RHEL/SLES
   2.6.11 Function of Auto-Logical Drive Transfer feature
2.7 Operating system restrictions
   2.7.1 Maximum capacity for a logical drive
   2.7.2 Maximum number of LUNs per host
Chapter 3. Configuring the DS Storage Server
3.1 Configuring the DS Storage Server
   3.1.1 Defining hot spare drives
   3.1.2 Creating arrays and logical drives
   3.1.3 Configuring storage partitioning
   3.1.4 iSCSI configuration and management
   3.1.5 Configuring for Copy Services functions
3.2 Event monitoring and alerts
   3.2.1 ADT alert notification
   3.2.2 Failover alert delay
   3.2.3 IBM Remote Support Manager (RSM)
3.3 Software and microcode upgrades
   3.3.1 Staying up-to-date with your drivers and firmware using My support
   3.3.2 Compatibility matrix
   3.3.3 DS firmware components and prerequisites
   3.3.4 Updating the DS subsystem firmware
   3.3.5 Updating DS5000 host software
3.4 Capacity upgrades, system upgrades
   3.4.1 Capacity upgrades and increased bandwidth
   3.4.2 Storage server upgrades
Chapter 4. Host configuration guide
4.1 Windows 2008
   4.1.1 Installing Storage Manager software
   4.1.2 Updating the host software
   4.1.3 HBA and Multipath device drivers
   4.1.4 Load balance policy
   4.1.5 Matching DS logical drives with Windows devices
   4.1.6 Using Windows Disk Manager
   4.1.7 Using the IBM Device Driver utilities
   4.1.8 Collecting information
4.2 AIX
   4.2.1 Installing DS5000 Storage Manager software on an AIX host
   4.2.2 Instructions for each installation method
4.3 Linux
   4.3.1 Installing the host bus adapter drivers
   4.3.2 Installing the Linux multipath driver
   4.3.3 Installing DS Storage Manager software
   4.3.4 Configuring Linux for iSCSI attachment
   4.3.5 Managing DS Storage volumes from Linux
   4.3.6 Collecting information
4.4 i5/OS
4.5 VMware
4.6 HyperV
Chapter 5. SAN boot with the IBM System Storage DS5000 storage subsystem
5.1 Introduction to SAN boot
   5.1.1 SAN boot implementation
   5.1.2 Installing local hard disk for high-load environments
   5.1.3 Comparison: iSCSI versus Fibre Channel
   5.1.4 iSCSI initiators
5.2 AIX FC SAN boot for IBM POWER systems
   5.2.1 Creating a boot disk with alt_disk_install
   5.2.2 Installation on external storage from a bootable AIX CD-ROM
   5.2.3 AIX SAN installation with NIM
   5.2.4 Advanced configuration procedures
5.3 Windows 2008 SAN boot with Fibre Channel and iSCSI
   5.3.1 Configuration overview for FC SAN boot with BladeCenter servers
   5.3.2 Configuration procedure overview for iSCSI SAN boot with System x
5.3.3 Step-by-step FC SAN boot implementation for Windows 2008 server
   5.3.4 Step-by-step iSCSI SAN boot implementation for Windows 2008 servers
   5.3.5 Windows 2008 OS installation on SAN boot target
5.4 FC SAN boot for RHEL5.3 on IBM system x servers
   5.4.1 Linux SAN boot: Configuration overview
   5.4.2 Linux SAN boot: Step-by-step procedure
   5.4.3 Controller failure simulation
5.5 iSCSI SAN boot for RHEL5.3 on IBM system x servers
   5.5.1 Configuration procedure overview for iSCSI SAN boot with System x
   5.5.2 Step-by-step iSCSI SAN boot implementation for RHEL v5.3 servers
5.6 Implementing Windows Server 2008 Failover Clustering with SAN boot
   5.6.1 Implementing Windows 2008 Failover Clustering step-by-step
   5.6.2 Configuration steps after cluster is running on all configured nodes
5.7 OS support for SAN boot
Chapter 6. Midrange performance tuning
6.1 Workload types
6.2 Solution-wide considerations for performance
6.3 Host considerations
   6.3.1 Host based settings
   6.3.2 Host setting examples
6.4 Application considerations
   6.4.1 Transaction environments
   6.4.2 Throughput environments
   6.4.3 Application examples
6.5 Midrange storage subsystem considerations
   6.5.1 Which model fits best
   6.5.2 Storage subsystem processes
   6.5.3 Storage subsystem modification functions
   6.5.4 Storage Subsystem parameters
   6.5.5 Disk drive types
   6.5.6 Arrays and logical drives
6.6 Fabric considerations
Chapter 7. IBM Midrange Storage Subsystem tuning with typical applications
7.1 DB2 database
   7.1.1 Data location
   7.1.2 Database structure
   7.1.3 Database RAID type
7.1.4 DB2 logs and archives
7.2 Oracle databases
   7.2.1 Data types
   7.2.2 Data location
   7.2.3 Database RAID and disk types
   7.2.4 Redo logs: RAID types
   7.2.5 TEMP table space
   7.2.6 Cache memory settings
   7.2.7 Load balancing between controllers
   7.2.8 Volume management
   7.2.9 Performance monitoring
7.3 Microsoft SQL Server
   7.3.1 Allocation unit size
   7.3.2 RAID levels
   7.3.3 File locations
   7.3.4 User database files
   7.3.5 Tempdb database files
   7.3.6 Transaction logs
   7.3.7 Maintenance plans
7.4 IBM Tivoli Storage Manager backup server
7.5 Microsoft Exchange
   7.5.1 Exchange configuration
   7.5.2 Calculating theoretical Exchange I/O usage
   7.5.3 Calculating Exchange I/O usage from historical data
   7.5.4 Path LUN assignment (MPIO)
   7.5.5 Storage sizing for capacity and performance
   7.5.6 Storage system settings
   7.5.7 Aligning Exchange I/O with storage track boundaries
   7.5.8 Guidelines specific to Windows Exchange Server 2007
Chapter 8. Storage Manager Performance Monitor
8.1 Analyzing performance
   8.1.1 Gathering host server data
   8.1.2 Gathering fabric network data
   8.1.3 Gathering DS5000 Storage Server data
8.2 Storage Manager Performance Monitor
   8.2.1 Starting the Performance Monitor
   8.2.2 Using the Performance Monitor
8.2.3 Using the Performance Monitor: An illustration
8.3 Use of Performance Monitor Data
   8.3.1 Disk Magic
   8.3.2 Tivoli Storage Productivity Centre (TPC) for Disk
Chapter 9. IBM Tivoli Storage Productivity Center for Disk
9.1 IBM Tivoli Storage Productivity Center
   9.1.1 Tivoli Storage Productivity Center structure
   9.1.2 Standards and protocols used in IBM Tivoli Storage Productivity Center
9.2 Managing DS4000/DS5000 using IBM TPC for Disk
   9.2.1 Installing the CIM agent for DS4000/DS5000
   9.2.2 Registering the Engenio SMI-S provider in TPC
   9.2.3 Probing the CIM agent
   9.2.4 Creating a Performance Monitor job
9.3 TPC reporting for DS4000/DS5000
   9.3.1 DS4000/DS5000 performance report
   9.3.2 Generating reports
9.4 TPC Reports and Disk Magic
   9.4.1 TPC and Disk Magic: Overview
   9.4.2 TPC and Disk Magic: Analysis example
Chapter 10. Disk Magic
10.1 Disk Magic overview
10.2 Information required for DS4000/DS5000 modeling with Disk Magic
   10.2.1 Windows perfmon and Disk Magic
   10.2.2 iostat and Disk Magic
   10.2.3 Mixed platforms and Disk Magic
10.3 Disk Magic configuration example
   10.3.1 Report
   10.3.2 Graph
   10.3.3 Disk Magic and DS Storage Manager Performance Monitor
Chapter 11. SVC guidelines for DS4000/DS5000 series
11.1 IBM System Storage SAN Volume Controller overview
   11.1.1 Storage virtualization concepts
   11.1.2 SVC glossary of terms
   11.1.3 Benefits of the IBM System Storage SAN Volume Controller
   11.1.4 Key points for using DS4000 and DS5000 Storage Systems with SVC
   11.1.5 SVC licensing
   11.1.6 SVC publications
11.2 SVC copy services
   11.2.1 SVC FlashCopy
   11.2.2 Metro Mirror
   11.2.3 Global Mirror
   11.2.4 Differences between DS4000/DS5000 and SVC copy services
11.3 SVC maximum configuration
11.4 SVC considerations
   11.4.1 Preferred node
   11.4.2 Expanding VDisks
   11.4.3 Multipathing
   11.4.4 SVC aliases: Guidelines
   11.4.5 SVC SAN zoning rules
11.5 SVC with DS4000/DS5000 best practices
   11.5.1 Disk allocation process
   11.5.2 DS4000/DS5000 tuning summary
11.6 DS4000/DS5000 configuration with SVC
   11.6.1 Setting DS5000/DS4000 so both controllers have the same WWNN
   11.6.2 Host definition in Storage Manager
   11.6.3 Arrays and logical drives
   11.6.4 Logical drive mapping
11.7 Managing SVC objects
   11.7.1 Adding a new DS5000/DS4000 to a SVC cluster configuration
   11.7.2 Removing a storage system
   11.7.3 Monitoring the MDisk Status
   11.7.4 SVC error reporting and event notification
11.8 Migration
   11.8.1 Migration overview and concepts
   11.8.2 Migration procedure
11.9 SVC with DS4000/DS5000 configuration example
   11.9.1 Zoning for a non-SVC host
   11.9.2 Zoning for SVC and hosts that will use the SVC
   11.9.3 Configuring the DS5000 Storage Server
   11.9.4 Using the LUN in SVC
Chapter 12. DS5000 with AIX, PowerVM, and PowerHA
12.1 Configuring DS5000 in an AIX environment
   12.1.1 Host Bus Adapters in an AIX environment for DS5000 Attachment
   12.1.2 Verifying the microcode level
12.1.3 Upgrading HBA firmware levels
12.2 AIX device drivers
   12.2.1 RDAC drivers on AIX
   12.2.2 AIX MPIO
   12.2.3 SDDPCM
12.3 Installing the AIX MPIO and SDDPCM device drivers
   12.3.1 AIX MPIO
   12.3.2 SDDPCM
12.4 Attachment to the AIX host
   12.4.1 Storage partitioning for AIX
   12.4.2 HBA configurations
   12.4.3 Unsupported HBA configurations
12.5 Device drivers: Coexistence
12.6 HBA and device settings
   12.6.1 HBA settings
   12.6.2 Device settings
12.7 PowerVM DS5000 attachment to Dual VIO Servers
12.8 DS5000 series: Dynamic functions
   12.8.1 Overview: The dynamic functions in AIX environments
   12.8.2 Example: Increasing DS5000 logical volume size in AIX step by step
12.9 PowerHA and DS5000
   12.9.1 Earlier PowerVM version HACMP/ES and ESCRM
   12.9.2 Supported environment
   12.9.3 General rules
   12.9.4 Configuration limitations and restrictions for PowerHA
   12.9.5 Planning considerations
   12.9.6 Cluster disks setup
   12.9.7 Shared LVM component configuration
   12.9.8 Fast disk takeover
   12.9.9 Forced varyon of volume groups
   12.9.10 Heartbeat over disks
Appendix A. GPFS
GPFS concepts
   Performance advantages with GPFS file system
  Data availability advantages with GPFS
GPFS configuration
  DS4000 and DS5000 configuration limitations with GPFS
  DS4000 or DS5000 settings for GPFS environment

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