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    iSCSI SAN Configuration GuideUpdate 2 and later for

    ESX Server 3.5, ESX Server 3i version 3.5, VirtualCenter 2.5

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    VMware, Inc.3401 Hillview Ave.Palo Alto, CA 94304www.vmware.com

    2 VMware, Inc.

    iSCSI SAN Configuration Guide

    You can find the most up-to-date technical documentation on our Web site at:

    http://www.vmware.com/support/

    The VMware Web site also provides the latest product updates.

    If you have comments about this documentation, submit your feedback to:

    [email protected]

    20072009 VMware, Inc. All rights reserved. This product is protected by U.S. and internationalcopyright and intellectual property laws. VMware products are covered by one or more patentslisted athttp://www.vmware.com/go/patents.

    VMware, the VMware boxes logo and design, Virtual SMP and VMotion are registered trademarks ortrademarks of VMware, Inc. in the United States and/or other jurisdictions. All other marks and namesmentioned herein may be trademarks of their respective companies.

    iSCSI SAN Configuration Guide

    Revision: 20090313Item: EN-000035-01

    http://www.vmware.com/supportmailto:[email protected]://www.vmware.com/go/patents/mailto:[email protected]://www.vmware.com/supporthttp://www.vmware.com/support/
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    VMware, Inc. 3

    Contents

    AboutThisBook 7

    1 UsingESXServerwithaStorageAreaNetwork 11UnderstandingVirtualization 12

    NetworkVirtualization 12

    StorageVirtualization 12

    StorageAreaNetworkConcepts 15

    Ports 16

    MultipathingandPathFailover 17

    StorageSystemTypes 17

    TargetComparedtoLUNRepresentations 17

    iSCSINamingConventions 19

    OverviewofUsingESXServerwithaSAN 20

    BenefitsofUsingESXServerwithaSAN 20

    UseCases 21

    FindingSANConfigurationInformation 21

    BasicsofUsingSANStorageSystemswithan

    ESXServer 22NetworkConfigurationandAuthentication 22

    SharingaVMFSAcrossESXServers 22

    MetadataUpdates 24

    VolumeDisplayandRescan 24

    LevelsofIndirection 24

    DataAccess:VMFSorRDM 25

    ThirdParty

    Management

    Applications 26Discovery,Authentication,andAccessControl 26

    ErrorCorrection 27

    UnderstandingVMFSandSANStorageChoices 27

    ChoosingLargerorSmallerLUNs 27

    MakingLUNDecisions 28

    TipsforMakingLUNDecisions 29

    http://-/?-http://-/?-http://-/?-http://-/?-http://-/?-http://-/?-
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    iSCSI SAN Configuration Guide

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    UnderstandingDataAccess 30

    AccessingDataonaSAN 30

    HowVirtualMachinesAccessData 30

    HowVirtualMachinesAccessDataonaSAN 31

    PathManagementandFailover 32

    SCSIStorageStackFailover 32

    NICTeamingandFailover 33

    ArrayBasedFailover 33

    ChoosingVirtualMachineLocations 35

    DesigningforServerFailure 36

    UsingVMwareHA 36ServerFailoverandStorageConsiderations 36

    2 InstallationofiSCSIInitiatorsandStorage 37PreparingforiSCSIStorageSetup 37

    ESXServerSANRequirements 38

    Restrictions 38

    Recommendations 39

    SettingLUNAllocations 39

    SettingUpHardwareiSCSIInitiatorsandStorage 40

    InstallingandViewingHardwareiSCSIInitiators 40

    ConfiguringHardwareiSCSIInitiators 41

    AddingHardwareInitiatediSCSIStorage 47

    SettingAdditionalParameters 50

    SettingUpSoftwareiSCSIInitiatorsandStorage 50NetworkingConfigurationforSoftwareiSCSIStorage 50

    ConfiguringSoftwareiSCSIInitiators 56

    ViewingSoftwareiSCSIInitiators 60

    AddingSoftwareInitiatediSCSIStorage 62

    3 ModifyingSANStorageSystemswithESXServer 65

    SetupOverview 66GeneralConsiderations 66

    EMCCLARiiONStorageSystems 67

    EMCCLARiiONAX100iandAX150iandRDM 68

    PushingHostConfigurationChangestotheStorageSystem 68

    EMCSymmetrixStorageSystems 68

    HPStorageWorksStorageSystems 69

    HPStorageWorksMSA 69HPStorageWorksEVA 71

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    Contents

    NetworkApplianceStorageSystems 71

    Multipathing 71

    SettingLUNTypeandInitiatorGroupType 72

    ProvisioningStorage 72

    EqualLogicStorageSystems 74

    LeftHandNetworksSAN/iQStorageSystems 75

    BasicConfiguration 75

    AutomaticVolumeResignaturing 75

    4 BootingfromaSANwithESXServerSystems 77BootingfromaSANOverview 77

    BenefitsofBootingfromaSAN 78

    DecidingtoBootFromaSAN 78

    EnablingBootingfromaSAN 79

    PreparingtheSAN 79

    ConfiguringiSCSIHBAstoBootfromaSAN 81

    5 ManagingESXServerSystemsThatUseSANStorage 85IssuesandSolutions 86

    GuidelinesforAvoidingSANProblems 86

    GettingInformation 87

    ViewingHBAInformation 87

    ViewingDatastoreInformation 88

    ResolvingDisplayIssues 89

    UnderstandingLUNNamingintheDisplay 89

    ResolvingIssueswithLUNsThatAreNotVisible 89

    UsingRescan 90

    RemovingDatastores 91

    AdvancedLUNDisplayConfiguration 92

    ChangingtheNumberofLUNsScannedbyUsingDisk.MaxLUN 92

    MaskingLUNsbyUsingDisk.MaskLUNs 93

    ChangingSparseLUNSupportbyUsingDiskSupportSparseLUN 94

    Multipathing 94

    ViewingtheCurrentMultipathingState 94

    ActivePaths 97

    SettingaLUNMultipathingPolicy 97

    DisablingandEnablingPaths 98

    SettingthePreferredPath(FixedPathPolicyOnly) 99

    PathManagementandManualLoadBalancing 100PathFailover 101

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    VMkernelConfiguration 102

    SharingDiagnosticPartitions 102

    AvoidingandResolvingSANProblems 103

    OptimizingSANStoragePerformance 103

    StorageSystemPerformance 104

    ServerPerformance 104

    NetworkPerformance 105

    ResolvingPerformanceIssues 108

    MonitoringPerformance 108

    CheckingEthernetSwitchStatistics 109

    ResolvingPathThrashing 109

    UnderstandingPathThrashing 110

    EqualizingDiskAccessBetweenVirtualMachines 111

    RemovingVMFS2Drivers 112

    ReducingSCSIReservations 112

    SettingMaximumQueueDepthforSoftwareiSCSI 112

    SANStorageBackupConsiderations 113

    SnapshotSoftware 114UsingaThirdPartyBackupPackage 114

    ChoosingYourBackupSolution 115

    LayeredApplications 115

    ArrayBased(ThirdParty)Solution 116

    FileBased(VMFS)Solution 116

    VMFSVolumeResignaturing 117

    MountingOriginal,

    Snapshot,

    or

    Replica

    VMFS

    Volumes 117

    UnderstandingResignaturingOptions 118

    A MultipathingChecklist 121

    B Utilities 123esxtopUtility 123

    storageMonitorUtility 124Options 124

    Examples 125

    esxcfgswiscsiUtility 125

    esxcfghwiscsiUtility 126

    vmkpingUtility 126

    Index 127

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    VMware, Inc. 7

    Thisbook,theiSCSISANConfigurationGuide,explainshowtouseanESXServer

    systemwithastorageareanetwork(SAN).Themanualdiscussesconceptual

    background,installationrequirements,andmanagementinformationinthesetopics:

    UsingESXServerwithaSANDiscussesrequirements,differencesinSANsetup

    ifESXServerisused,andhowtomanagethetwosystemstogether.

    EnablingyourESXServersystemtobootfromaLUNonaSANDiscusses

    requirements,limitations,andmanagementofbootingfromaSAN.

    TheiSCSISANConfigurationGuidecoversbothESXServer3.5andESXServer3i

    version3.5.Foreaseofdiscussion,thisbookusesthefollowingproductnaming

    conventions:

    FortopicsspecifictoESXServer3.5,thisbookusesthetermESXServer3.

    FortopicsspecifictoESXServer3iversion3.5,thisbookusestheterm

    ESXServer3i.

    Fortopicscommontobothproducts,thisbookusesthetermESXServer.

    Whentheidentificationofaspecificreleaseisimportanttoadiscussion,thisbook

    referstotheproductbyitsfull,versionedname.

    WhenadiscussionappliestoallversionsofESXServerforVMwareInfrastructure3,

    thisbookusesthetermESXServer3.x.

    About This Book

    NOTE ForinformationonFibreChannel(FC)orNFSstoragedevices,seetheFibre

    ChannelSAN

    Configuration

    Guide

    and

    the

    ESX

    Server

    Configuration

    Guide.

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    iSCSI SAN Configuration Guide

    8 VMware, Inc.

    Intended Audience

    TheinformationpresentedinthismanualiswrittenforexperiencedWindowsorLinux

    systemadministratorswhoarefamiliarwithvirtualmachinetechnologydatacenteroperations.

    Document Feedback

    VMwarewelcomesyoursuggestionsforimprovingourdocumentation.Ifyouhave

    comments,sendyourfeedbackto:

    [email protected]

    VMware Infrastructure Documentation

    TheVMwareInfrastructuredocumentationconsistsofthecombinedVMware

    VirtualCenterandESXServerdocumentationset.

    Abbreviations Used in FiguresThefiguresinthisbookusetheabbreviationslistedinTable 1.

    Technical Support and Education Resources

    Thefollowingsectionsdescribethetechnicalsupportresourcesavailabletoyou.

    To accessthecurrentversionsofthisbookandotherbooks,goto:

    http://www.vmware.com/support/pubs

    Table 1. Abbreviations

    Abbreviation Description

    database VirtualCenterdatabase

    datastore Storageforthemanagedhost

    dsk# Storagediskforthemanagedhost

    hostn VirtualCentermanagedhosts

    SAN Storageareanetworktypedatastoresharedbetweenmanagedhosts

    tmplt Template

    user# Userwithaccesspermissions

    VC VirtualCenter

    VM# Virtualmachinesonamanagedhost

    mailto:[email protected]://www.vmware.com/support/pubsmailto:[email protected]://www.vmware.com/support/pubs
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    VMware, Inc. 9

    About This Book

    Online and Telephone Support

    Useonlinesupporttosubmittechnicalsupportrequests,viewyourproductand

    contractinformation,andregisteryourproducts.Goto:

    http://www.vmware.com/support

    Customerswithappropriatesupportcontractsshouldusetelephonesupportforthe

    fastestresponseonpriority1issues.Goto:

    http://www.vmware.com/support/phone_support.html

    Support Offerings

    FindouthowVMwaresupportofferingscanhelpmeetyourbusinessneeds.Goto:

    http://www.vmware.com/support/services

    VMware Education Services

    VMwarecourses

    offer

    extensive

    hands

    on

    labs,

    case

    study

    examples,

    and

    course

    materialsdesignedtobeusedasonthejobreferencetools.Formoreinformationabout

    VMwareEducationServices,goto:

    http://mylearn1.vmware.com/mgrreg/index.cfm

    http://www.vmware.com/supporthttp://www.vmware.com/support/phone_support.htmlhttp://www.vmware.com/support/serviceshttp://mylearn1.vmware.com/mgrreg/index.cfmhttp://mylearn1.vmware.com/mgrreg/index.cfmhttp://www.vmware.com/support/serviceshttp://www.vmware.com/support/phone_support.htmlhttp://www.vmware.com/support
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    1

    YoucanuseESXServerinconjunctionwithastorageareanetwork(SAN),aspecialized

    highspeednetworkthatconnectscomputersystemstohighperformancestorage

    subsystems.UsingESXServertogetherwithaSANprovidesextrastoragefor

    consolidation,improvesreliability,andhelpswithdisasterrecovery.

    TouseESXServereffectivelywithaSAN,youmusthaveaworkingknowledgeof

    ESX ServersystemsandSANconcepts.Also,whenyousetupESXServerhoststouse

    iSCSISANstoragesystems,specialconsiderationsarenecessary.Formoreinformation

    aboutusingESXServer,seetheESXServerConfigurationGuide.

    Thischapterdiscussesthefollowingtopics:

    UnderstandingVirtualizationonpage 12

    StorageAreaNetworkConceptsonpage 15

    OverviewofUsingESXServerwithaSANonpage 20

    BasicsofUsingSANStorageSystemswithanESXServeronpage 22

    UnderstandingVMFSandSANStorageChoicesonpage 27

    UnderstandingDataAccessonpage 30

    PathManagementandFailoveronpage 32

    ChoosingVirtualMachineLocationsonpage 35

    DesigningforServerFailureonpage 36

    Using ESX Server with a

    Storage Area Network

    1

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    Chapter 1 Using ESX Server with a Storage Area Network

    Figure 11givesanoverviewofstoragevirtualization.ItillustratesstorageusingVMFS

    andstorageusingrawdevicemapping.ItalsoshowshowiSCSIstorageisaccessed

    througheitheriSCSIHBAsorbyusingageneralpurposeNICthatusesiSCSIinitiator

    software.

    Figure 1-1. iSCSI SAN Storage Virtualization

    iSCSI Initiators

    Toaccessremotetargets,yourESXServerhostusesiSCSIinitiators.Initiatorstransport

    SCSIrequestsandresponsesbetweentheESXServersystemandthetargetstorage

    deviceontheIPnetwork.

    ESXServersupportshardwarebasedandsoftwarebasediSCSIinitiators:

    Hardware iSCSI initiator. Athirdpartyhostbusadapter(HBA)withiSCSIover

    TCP/IPcapability.ThisspecializediSCSIadapterisresponsibleforalliSCSIprocessing

    andmanagement.

    ESX Server

    VMFS

    VMware virtualization layer

    .dsk

    LUN1 LUN2 LUN5

    virtualmachine

    SCSIcontroller(Buslogic

    orLSI Logic)

    virtualmachine

    SCSIcontroller(Buslogic

    orLSI Logic)

    virtual diskvirtual disk

    LAN LAN

    hardware

    iSCSI

    initiator

    (HBA)ethernet

    NIC

    software

    iSCSI initiator

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    iSCSI SAN Configuration Guide

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    Software iSCSI initiator. CodebuiltintotheVMkernelthatallowsanESXServerto

    connecttotheiSCSIstoragedevicethroughstandardnetworkadapters.Thesoftware

    initiatorhandlesiSCSIprocessingwhilecommunicatingwiththenetworkadapter

    throughthenetworkstack.Withthesoftwareinitiator,youcanuseiSCSItechnologywithoutpurchasingspecializedhardware.

    Thediagram

    in

    Figure 1

    1depicts

    two

    virtual

    machines

    that

    use

    different

    types

    of

    iSCSI

    initiators.

    InthefirstexampleofiSCSIstorageconfiguration,theESXServersystemusesthe

    hardwareiSCSIinitiator.ThisspecializediSCSIinitiatorsendsiSCSIpacketstoadisk

    overaLAN.

    Inthesecondexample,theESXServersystemisconfiguredwiththesoftwareiSCSI

    initiator.Usingthesoftwareinitiator,theESXServersystemconnectstoaLANthrough

    anexistingNIC.

    Disk Configuration Options

    YoucanconfigurevirtualmachineswithmultiplevirtualSCSIdrives.Forsupported

    drivers,seetheStorage/SANCompatibilityGuideat

    www.vmware.com/support/pubs/vi_pubs.html.Theguestoperatingsystemcanplace

    limitationsonthetotalnumberofSCSIdrives.

    AlthoughallSCSIdevicesarepresentedasSCSItargets,physicalimplementation

    alternativesareavailable:

    Virtualmachine.vmdkfilestoredonaVMFSvolume.SeeVirtualMachineFile

    Systemonpage 15.

    DevicemappingtoaSANlogicalunit(LUN).SeeRawDeviceMappingon

    page 15.

    Fromthestandpointofthevirtualmachine,eachvirtualdiskappearsasifitwerea

    SCSIdriveconnectedtoaSCSIinitiator.Whethertheactualphysicaldiskdeviceis

    beingaccessedthroughSCSI,iSCSI,orFCcontrollersistransparenttotheguest

    operatingsystemandtoapplicationsrunningonthevirtualmachine.

    NOTE GuestoperatingsystemsinvirtualmachinescannotseeiSCSIstoragedirectly.

    Totheguestoperatingsystems,iSCSIstorageattachedtotheESXServersystem

    appearstobeavailablethroughaSCSIHBA.

    http://www.vmware.com/support/pubs/vi_pubs.htmlhttp://www.vmware.com/support/pubs/vi_pubs.html
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    Chapter 1 Using ESX Server with a Storage Area Network

    Virtual Machine File System

    Inasimpleconfiguration,thevirtualmachinesdisksarestoredasfileswithinavirtual

    machinefile

    system

    (VMFS).

    When

    guest

    operating

    systems

    issue

    SCSI

    commands

    to

    theirvirtualdisks,thevirtualizationlayertranslatesthesecommandstoVMFSfile

    operations.

    ESXServersystemsuseVMFStostorevirtualmachinefiles.TominimizediskI/O

    overhead,VMFSisoptimizedtorunmultiplevirtualmachinesasoneworkload.VMFS

    alsoprovidesdistributedlockingforyourvirtualmachinefiles,sothatyourvirtual

    machinescanoperatesafelyinaSANenvironmentwheremultipleESXServerhosts

    shareaset

    of

    LUNs.

    VMFSisfirstconfiguredaspartoftheESXServerinstallation.Whenyoucreateanew

    VMFS3volume,itmustbe1200MBorlarger.SeetheInstallationGuide.Itcanthenbe

    customized,asdiscussedintheESXServerConfigurationGuide.

    AVMFSvolumecanbeextendedover32physicalstorageextents,includingSAN

    LUNsandlocalstorage.Thisallowspoolingofstorageandflexibilityincreatingthe

    storagevolumenecessaryforyourvirtualmachine.WiththenewESX3LogicalVolume

    Manager(LVM),youcanextendavolumewhilevirtualmachinesarerunningonthe

    volume.ThisletsyouaddnewspacetoyourVMFSvolumesasyourvirtualmachine

    needsit.

    Raw Device Mapping

    Arawdevicemapping(RDM)isaspecialfileinaVMFSvolumethatactsasaproxyfor

    a

    raw

    device.

    The

    RDM

    provides

    some

    of

    the

    advantages

    of

    a

    virtual

    disk

    in

    the

    VMFS

    filesystem,whilekeepingsomeadvantagesofdirectaccesstophysicaldevices.

    RDMmightberequiredifyourunSANSnapshotorotherlayeredapplicationsinthe

    virtualmachine.RDMsbetterenablesystemstousethehardwarefeaturesinherentto

    SANstoragesystems.SeeUsingRawDeviceMappingintheESXServer

    ConfigurationGuide.

    Storage Area Network ConceptsIfyouareanESXServeradministratorplanningtosetupESXServerhoststoworkwith

    SANs,youmusthaveaworkingknowledgeofSANconcepts.Youcanfindinformation

    aboutSANinprintandontheInternet.Twowebbasedresourcesare:

    www.searchstorage.com

    www.snia.org

    http://www.searchstorage.com/http://www.searchstorage.com/http://www.snia.org/http://www.snia.org/http://www.searchstorage.com/
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    IfyouarenewtoSANtechnology,readthefollowingsectiontofamiliarizeyourself

    withthebasicterminologythisdocumentuses.TolearnaboutbasicSANconcepts,see

    theSANConceptualandDesignBasicswhitepaperat

    http://www.vmware.com/support/pubs.

    ThisconfigurationguidediscussesiSCSISANs,whichuseEthernetconnections

    betweencomputersystems,orhostservers,andhighperformancestoragesubsystems.

    TheSANcomponentsincludehostbusadapters(HBAs)orNetworkInterface Cards

    (NICs)inthehostservers,switchesandroutersthattransportthestoragetraffic,cables,

    storageprocessors(SPs),andstoragedisksystems.

    Totransfer

    traffic

    from

    host

    servers

    to

    shared

    storage,

    the

    SAN

    uses

    the

    iSCSI

    protocol

    thatpackagesSCSIcommandsintoiSCSIpacketsandtransmitstheseonanEthernet

    network.

    Ports

    Inthecontextofthisdocument,aportistheconnectionfromadeviceintotheSAN.

    EachnodeintheSAN,ahost,storagedevice,andEthernetswitchhasoneormoreports

    thatconnectittotheSAN.Portsareidentifiedinanumberofways:

    IP address EachiSCSIporthasanIPaddressassociatedwithitsothatroutingand

    switchingequipmentonyournetworkcanestablishtheconnectionbetweentheserver

    andstorage.ThisisjustliketheIPaddressyouassigntoyourcomputertogetaccessto

    yourcompanysnetworkortheInternet.

    iSCSI Name Auniquenameforidentifyingtheport.TheiSCSInamestartswith

    eitheriqn.

    (for

    iSCSI

    qualified

    name)

    or

    eui.

    (for

    extended

    unique

    identifier).

    Multiple

    iSCSIdevicescanbepresent,withmultipleiSCSInames,andcanbeconnectedthrough

    asinglephysicalEthernetport.iSCSInamesareusuallysettoauniquedefaultvalue,

    anddonotneedtobesetbytheuser.AnexampleofaVMwaregeneratediSCSIname

    isiqn.199801.com.vmware:iscsitestox68158ef2.

    iSCSI alias AmoremanageablenameforaniSCSIdeviceorport,usedinsteadofthe

    iSCSIname.iSCSIaliasesarenotunique,andareintendedtobejustafriendlyname

    toassociatewithaport.OnanESXServersystem,thedefaultiSCSIaliasisthenameofthesystem.

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    Chapter 1 Using ESX Server with a Storage Area Network

    Multipathing and Path Failover

    Whentransferringdatabetweenthehostserverandstorage,theSANusesa

    multipathingtechnique.

    Multipathing

    allows

    you

    to

    have

    more

    than

    one

    physical

    path

    fromtheESXServerhosttoaLUNonastoragesystem.

    IfapathoranycomponentalongthepathHBAorNIC,cable,switchorswitchport,

    orstorageprocessorfails,theserverselectsanotheroftheavailablepaths.Theprocess

    ofdetectingafailedpathandswitchingtoanotheriscalledpathfailover.

    Storage System Types

    Storagedisksystemscanbeofthefollowingtypes:

    Anactiveactivestoragesystem,whichallowsaccesstotheLUNssimultaneously

    throughallthestorageportsthatareavailablewithoutsignificantperformance

    degradation.Allthepathsareactiveatalltimes(unlessapathfails).

    Anactivepassivestoragesystem,inwhichoneportoranSPisactivelyproviding

    accesstoagivenLUN.TheotherportsorSPsactasbackupfortheLUNandcan

    beactivelyprovidingaccesstootherLUNI/O.I/Ocanbesentonlytoanactive

    port.Ifaccessthroughtheprimarystorageportfails,oneofthesecondaryportsor

    storageprocessorsbecomesactive,eitherautomaticallyorthroughadministrator

    intervention.

    Avirtualportstoragesystem,whichallowsaccesstoallavailablevolumesthrough

    asinglevirtualport.Theseareactiveactivestoragedevices,buthidetheirmultiple

    connectionsthoughasingleport.TheESXServermultipathinghasnoknowledge

    ofthemultipleconnectionstothestorage.Thesestoragesystemshandleport

    failoverandconnectionbalancingtransparently.Thisisoftenreferredtoas

    transparentfailover.

    Target Compared to LUN Representations

    DifferentiSCSIstoragevendorspresentstoragetoserversindifferentways.Some

    vendorspresentmultipleLUNsonasingletarget,whileotherspresentmultipletargetswithoneLUNeach(seeFigure 12).WhilethewaythestorageisusedbyanESXServer

    issimilar,thewaytheinformationispresentedthroughadministrativetoolsis

    different.

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    Figure 1-2. Target compared to LUN Representations

    Threevolumes(orLUNs,theSCSItermforlogicalunit,whichmeansaportionof

    storage)areavailableineachoftheseconfigurations.Inthefirstcase,ESXServersees

    onetarget(representedbyanIQNname)butthattargethasthreeLUNsthatcanbe

    used.EachoftheLUNsrepresentindividualstoragevolumes.Inthesecondcase,the

    ESXServerseesthreedifferenttargets,representedbythreeseparateIQNnames.

    Each ofthesetargetshasoneLUN.

    Targetnumbering(thoughnotIQNtargetnaming)isdecidedbytheESXServer,so

    targets

    that

    are

    shared

    by

    different

    ESX

    Server

    systems

    might

    not

    have

    the

    same

    target

    number(vmhba1:2:3:4,wherethe2showsthetargetnumberposition).Also,multiple

    pathstothesamestoragearerepresentedbydifferenttargetnumbers.

    LUNnumberingisdecidedbythestoragesystem,soLUNnumbersacrosspathsand

    multipleESXServersystemsalwaysstaythesame(vmhba1:2:3:4,wherethe3shows

    theLUNposition).Onstoragesystemswithmultipletargets,likethesecondexample

    above,theLUNnumberisalwayszero(0).

    ESXServerbasediSCSIinitiatorsestablishonlyoneconnectiontoeachtarget.This meansstoragesystemswithasingletargetcontainingmultipleLUNshaveall

    LUNtrafficonthatoneconnection.WithasystemthathasthreetargetswithoneLUN

    each,threeconnectionsexistbetweenanESXServerandthethreevolumesavailable.

    Thisinformationisusefulwhenyouaretryingtoaggregatestoragetrafficonmultiple

    connectionsfromanESXServerwithmultipleiSCSIHBAs,wheretrafficforonetarget

    canbesettoaparticularHBA,whiletrafficforanothertargetcanuseadifferentHBA.

    ThisdocumentusesthetermLUNtomeanavolumeavailablefromastoragesystem,

    evenifthatLUNistheonlyoneavailableonaniSCSItarget.Thismeaningistoavoid

    confusionwithotherusesofthewordvolumeinthisdocument.Althoughstorage

    systemvendorsmightnotcalltheirvolumesLUNs,thisisultimatelyhowtheyare

    representedtotheESXServerstoragesystem.

    storage array

    target

    LUN LUN LUN

    storage array

    target target target

    LUN LUN LUN

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    Chapter 1 Using ESX Server with a Storage Area Network

    iSCSI Naming Conventions

    iSCSIusesanametouniquelyidentifyaniSCSIdevice,eithertargetorinitiator.

    This nameis

    similar

    to

    the

    WorldWide

    Name

    associated

    with

    Fibre

    Channel

    devices,

    usedasawaytouniversallyidentifythedevice.

    iSCSInamesareformattedtwodifferentways.ThefirstisbyaniSCSIqualifiedname,

    commonlyreferredtoasanIQNname.Thesecond,muchlesscommonmethod,is

    throughanenterpriseuniqueidentifier,alsoreferredtoasanEUIname.

    iSCSI Qualified Names

    iSCSIqualifiednamestaketheformiqn.yyyy-mm.naming-authority:unique name

    yyyy-mm istheyearandmonthwhenthenamingauthoritywasestablished.

    naming-authority isusuallyreversesyntaxoftheInternetdomainnameofthe

    namingauthority.Forexample,theiscsi.vmware.com namingauthoritycouldhavethe

    iSCSIqualifiednameformofiqn.199801.com.vmware.iscsi. Thevmware.comdomain

    namewasregisteredinJanuaryof1998,andiscsiisasubdomain,maintainedby

    vmware.com.

    unique name theiscsi.vmware.comnamingauthorityneedstoensurethatanynames

    assignedfollowingthecolonareunique,suchas:

    iqn.199801.com.vmware.iscsi:name1

    iqn.199801.com.vmware.iscsi:name2

    iqn.199801.com.vmware.iscsi:name999

    Enterprise Unique Identifiers

    Enterpriseuniqueidentifierstaketheformeui..

    Forexample,eui.0123456789ABCDEF.

    The16hexadecimaldigitsaretextrepresentationsofa64bitnumberofanIEEEEUI

    (extendedunique

    identifier)

    format.

    The

    top

    24

    bits

    are

    acompany

    ID

    that

    IEEE

    registerswithaparticularcompany.Thelower40bitsareassignedbytheentity

    holdingthatcompanyID,andmustbeunique.

    Inmanycases,theIQNformatischosenovertheEUIformatforreadabilityandasa

    moreuserfriendlymethodofassigningnames.

    iSCSI SAN C fi ti G id

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    Overview of Using ESX Server with a SAN

    SupportforQLogiciSCSIHBAsandsoftwarebasediSCSIimplementationsallowan

    ESXServer

    system

    to

    be

    connected

    to

    iSCSI

    storage.

    You

    can

    then

    use

    iSCSI

    storage

    volumestostorevirtualmachineconfigurationinformationandapplicationdata.

    UsingESXServerwithaSANimprovesflexibility,efficiency,andreliability.Italso

    supportscentralizedmanagementaswellasfailoverandloadbalancingtechnologies.

    Benefits of Using ESX Server with a SAN

    UsingaSANwithESXServerallowsyoutoimproveyourenvironmentsfailure

    resilience:

    YoucanstoredataredundantlyandconfiguremultipleEthernetpathstoyour

    iSCSIstorage,eliminatingasinglepointoffailure.Yourenterpriseisnotcrippled

    whenonedatacenterbecomesunavailable.

    ESXServersystemsprovidemultipathingbydefaultandautomaticallysupportit

    foreveryvirtualmachine.SeePathManagementandFailoveronpage 32.

    UsingaSANwithESXServersystemsextendsfailureresistancetotheserver.

    WhenyouuseSANstorage,allapplicationscaninstantlyberestartedafterhost

    failure.SeeDesigningforServerFailureonpage 36.

    UsingESXServerwithaSANmakeshighavailabilityandautomaticloadbalancing

    affordableformoreapplicationsthanifdedicatedhardwareisusedtoprovidestandby

    services:

    Ifvirtualmachinesareusedasstandbysystemsforexistingphysicalservers,sharedstorageisessentialandaSANisthebestsolution.

    UsetheVMwareVMotioncapabilitiestomigratevirtualmachinesseamlessly

    fromonehosttoanother.

    UseVMwareHighAvailability(HA)inconjunctionwithaSANforacoldstandby

    solutionthatguaranteesanimmediate,automaticresponse.

    UseVMwareDistributedResourceScheduler(DRS)tomigratevirtualmachinesfromonehosttoanotherforloadbalancing.BecausestorageisonaSANstorage

    system,applicationscontinuerunningseamlessly.

    IfyouuseVMwareDRSclusters,putanESXServerhostintomaintenancemode

    tohavethesystemmigrateallrunningvirtualmachinestootherESXServerhosts.

    Youcanthenperformupgradesorothermaintenanceoperations.

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    Chapter 1 Using ESX Server with a Storage Area Network

    Thetransportability andencapsulationofVMwarevirtualmachinescomplementsthe

    sharednatureofiSCSIstorage.WhenvirtualmachinesarelocatedonSANbased

    storage,youcanshutdownavirtualmachineononeserverandpowerituponanother

    serverortosuspenditononeserverandresumeoperationonanotherserveronthesamenetworkinamatterofminutes.Thisallowsyoutomigratecomputingresources

    whilemaintainingconsistentsharedaccess.

    Use Cases

    UsingESXServersystemsinconjunctionwithSANiseffectiveforthefollowingtasks:

    Maintenance with zero downtime. Whenyouperformmaintenance,useVMwareDRSorVMotiontomigratevirtualmachinestootherservers.Ifsharedstorageisonthe

    SAN,youcanperformmaintenancewithoutinterruptionstotheuser.

    Load balancing. UseVMotionexplicitlyoruseVMwareDRStomigratevirtual

    machinestootherhostsforloadbalancing.IfsharedstorageisonaSAN,youcan

    performloadbalancingwithoutinterruptiontotheuser.

    Storage consolidation and simplification of storage layout. Ifyou

    are

    working

    withmultiplehosts,andeachhostisrunningmultiplevirtualmachines,thehosts

    storageisnolongersufficientandexternalstorageisneeded.ChoosingaSANfor

    externalstorageresultsinasimplersystemarchitecturewhilegivingyoutheother

    benefitslistedinthissection.Youcanstartbyreservingalargevolumeandthen

    allocateportionstovirtualmachinesasneeded.Volumeallocationandcreationfrom

    thestoragedeviceneedstohappenonlyonce.

    Disaster recovery. Havingall

    data

    stored

    on

    aSAN

    can

    greatly

    facilitate

    remote

    storageofdatabackups.Inaddition,youcanrestartvirtualmachinesonremote

    ESX Serverhostsforrecoveryifonesiteiscompromised.

    Finding SAN Configuration Information

    Inadditiontothisdocument,anumberofotherresourcescanhelpyouconfigureyour

    ESXServersysteminconjunctionwithaSAN:

    Useyourstoragevendorsdocumentationformostsetupquestions.Yourstorage

    vendormightalsoofferdocumentationonusingthestoragesysteminan

    ESX Serverenvironment.

    TheFibreChannelSANConfigurationGuideDiscussestheuseofESXServerwith

    FibreChannelstorageareanetworks.

    TheVMwareI/OCompatibilityGuideListsthecurrentlyapprovedHBAs,HBA

    drivers,anddriverversions.

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    TheVMwareStorage/SANCompatibilityGuideListscurrentlyapprovedstorage

    systems.

    TheVMwareReleaseNotesGiveinformationaboutknownissuesand

    workarounds.

    TheVMwareKnowledgeBaseHasinformationoncommonissuesand

    workarounds.

    Formoreinformation,seetheVMwareDocumentationWebsiteat

    http://www.vmware.com/support/pubs.

    Basics of Using SAN Storage Systems with anESX Server

    UsingaSANinconjunctionwithanESXServerhostdiffersfromtraditionalSANusage

    inavarietyofways,discussedinthissection.

    Network Configuration and Authentication

    BeforevolumesusingsoftwareiSCSIcanbediscovered,thestoragenetworkmustbe

    configuredandauthenticationmighthavetobesetup.

    ForsoftwareiSCSI,networkingfortheVMkernelneedstobeconfigured.Youcan

    verifythenetworkconfigurationbyusingthevmkpingutility(seeAppendix B,

    Utilities,onpage 123).ForhardwareiSCSI,networkparameters,suchas

    IP address,subnetmask,anddefaultgatewaymustbeconfiguredontheHBA.

    Checkandchangethedefaultinitiatornameifnecessary.

    Thediscoveryaddressofthestoragesystemmustbesetandshouldbepingable

    usingvmkping.

    ForCHAPauthentication,enableitontheinitiatorandthestoragesystemside.

    Afterauthenticationisenabled,itappliesforallofthetargetsthatarenotyet

    discovered,butdoesnotapplytotargetsthatarealreadydiscovered.Afterthe

    discoveryaddressisset,thenewvolumesdiscoveredareexposedandcanbeusedatthatpoint.

    Sharing a VMFS Across ESX Servers

    ESXServerVMFSisdesignedforconcurrentaccessfrommultiplephysicalmachines

    andenforcestheappropriateaccesscontrolsonvirtualmachinefiles.Forbackground

    informationon

    VMFS,

    see

    Virtual

    Machine

    File

    System

    on

    page 15.

    For

    additional

    information,seetheESXServerConfigurationGuide.

    Chapter 1 Using ESX Server with a Storage Area Network

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    p g g

    VMFScan:

    Coordinateaccesstovirtualdiskfiles.ESXServerusesfilelevellocks,whichthe

    VMFSdistributedlockmanagermanages.

    CoordinateaccesstoVMFSinternalfilesysteminformation(metadata).

    BecausevirtualmachinesshareacommonVMFS,itmightbedifficulttocharacterize

    peakaccessperiodsortooptimizeperformance.Youneedtoplanvirtualmachine

    storageaccessforpeakperiods,butdifferentapplicationsmighthavedifferent

    peakaccessperiods.ThemorevirtualmachinesaresharingaVMFS,thegreaterthe

    potentialforperformancedegradationbecauseofI/Ocontention.

    Figure 13showsseveralESXServersystemssharingthesameVMFSvolume.

    Figure 1-3. Accessing Virtual Disk Files

    NOTE SCSIreservationsareheldduringmetadataupdatestotheVMFSvolume.

    ESX ServerusesshortlivedSCSIreservationsaspartofitsdistributedlockingprotocol.

    NOTE VMwarerecommendsthatyouloadbalancevirtualmachinesoverservers,

    CPU,andstorage.Runamixofvirtualmachinesoneachserversothatnotall

    experiencehighdemandinthesameareaatthesametime.

    VMFS volume

    ESX

    Server A

    ESX

    Server B

    ESX

    Server C

    virtual

    disk

    files

    VM1 VM2 VM3

    disk1

    disk2

    disk3

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    24 VMware, Inc.

    Metadata Updates

    AVMFSholdsfiles,directories,symboliclinks,RDMs,andsoon,alongwith

    correspondingmetadata

    for

    these

    objects.

    Metadata

    is

    accessed

    each

    time

    the

    attributes

    ofafileareaccessedormodified.Theseoperationsinclude,butarenotlimitedto:

    Creating,growing,orlockingafile.

    Changingafilesattributes.

    Poweringavirtualmachineonoroff.

    Volume Display and RescanASANisdynamic,andwhichvolumesareavailabletoacertainhostcanchangebased

    onanumberoffactorsincluding:

    NewvolumescreatedontheiSCSIstorage

    Changestovolumeaccesscontrol

    Changes

    in

    network

    connectivity

    TheVMkerneldiscoversvolumeswhenitbootsandthosevolumesarethenvisiblein

    VIClient.Ifchangesaremadetothevolumes,youmustrescantoseethosechanges.

    Levels of Indirection

    IfyoureusedtoworkingwithtraditionalSANs,thelevelsofindirectioncaninitially

    beconfusing.

    Youcannotdirectlyaccessthevirtualmachineoperatingsystemthatusesthe

    storage.With

    traditional

    tools,

    you

    can

    monitor

    only

    the

    VMware

    ESX

    Server

    operatingsystem(butnotthevirtualmachineoperatingsystem).Youusethe

    VI Clienttomonitorvirtualmachines.

    Eachvirtualmachineis,bydefault,configuredwithonevirtualharddiskandone

    virtualSCSIcontrollerduringinstallation.YoucanmodifytheSCSIcontrollertype

    andSCSIbussharingcharacteristicsbyusingtheVIClienttoeditthevirtual

    machinesettings,asshowninFigure 14.Youcanalsoaddharddiskstoyour

    virtualmachine.

    See

    the

    ESX

    Server

    Configuration

    Guide.

    CAUTION AfteryoucreateanewVMFSvolumeorextendanexistingVMFSvolume,

    youmustrescantheSANstoragefromallESXServerhoststhatcouldseethatparticular

    volume(LUN).Ifthisisnotdone,thesharedvolumemightbecomeinvisibletosome

    ofthose

    hosts.

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    Figure 1-4. Setting the SCSI Controller Type

    TheHBAvisibletotheSANadministrationtoolsispartoftheESXServersystem,

    notthevirtualmachine.

    YourESXServersystemperformsmultipathingforyou.Multipathingsoftware

    (suchasPowerPath)inthevirtualmachineisnotsupported(andnotrequired).

    Data Access: VMFS or RDM

    Bydefault,avirtualdiskiscreatedinaVMFSvolumeduringvirtualmachinecreation.

    WhenguestoperatingsystemsissueSCSIcommandstotheirvirtualdisks,the

    virtualizationlayertranslatesthesecommandstoVMFSfileoperations.SeeVirtualMachineFileSystemonpage 15.

    AnalternativetoVMFSisusingRDMs.RDMsarespecialfilesinaVMFSvolumethat

    actasaproxyforarawdevice.TheRDMgivessomeoftheadvantagesofavirtualdisk

    intheVMFSwhilekeepingsomeadvantagesofdirectaccesstoaphysicaldevice.

    See RawDeviceMappingonpage 15.

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    VMware, Inc. 27

    Access Control. ApolicysetupontheiSCSIstoragesystem.Mostimplementations

    supportoneormoreofthreetypesofaccesscontrol:

    Byinitiatorname

    ByIPaddress

    BytheCHAPprotocol

    OnlyinitiatorsthatmeetallrulesattachedtotheiSCSIvolumecanaccessit.

    Error Correction

    ToprotecttheintegrityofiSCSIheadersanddata,theiSCSIprotocoldefineserror

    correctionmethodsknownasheaderdigestsanddatadigests.Thesearedisabledby

    default,buttheusercanenablethem.Thesedigestspertainto,respectively,theheader

    andSCSIdatabeingtransferredbetweeniSCSIinitiatorsandtargets,inbothdirections.

    Headeranddatadigestschecktheendtoend,noncryptographicdataintegrity

    beyondtheintegritychecksthatothernetworkinglayersprovide,suchasTCPand

    Ethernet.Theychecktheentirecommunicationpath,includingallelementsthatcan

    changethenetworkleveltraffic,suchasrouters,switches,andproxies.

    TheexistenceandtypeofthedigestsarenegotiatedwhenaniSCSIconnectionis

    established.Whentheinitiatorandtargetagreeonadigestconfiguration,thisdigest

    mustbeusedforalltrafficbetweenthem.

    Enablingheaderanddatadigestsdoesrequireadditionalprocessingforboththe

    initiatorandthetargetandcanaffectthroughputandCPUuseperformance.

    Understanding VMFS and SAN Storage Choices

    ThissectiondiscussestheavailableVMFSandSANstoragechoicesandgivesadviceon

    howtomakethesechoices.

    Choosing Larger or Smaller LUNs

    DuringESXServerinstallation,youarepromptedtocreatepartitionsforyoursystem.

    PlanhowtosetupstorageforyourESXServersystemsbeforeyouperforminstallation.

    Chooseoneoftheseapproaches:

    ManyLUNswithoneVMFSvolumeoneachLUN

    OnelargeLUNormanyLUNswithasingleVMFSvolumespanningallLUNs

    Youcan

    have

    at

    most

    one

    VMFS

    volume

    per

    LUN.

    You

    can,

    however,

    decide

    to

    use

    one

    largeLUNormultiplesmallLUNs.

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    28 VMware, Inc.

    Youmightwantfewer,largerLUNsforthefollowingreasons:

    MoreflexibilitytocreatevirtualmachineswithoutaskingtheSANadministrator

    formorespace.

    Moreflexibilityforresizingvirtualdisks,doingsnapshots,andsoon

    FewerLUNstoidentifyandmanage

    Youmightwantmore,smallerLUNsforthefollowingreasons:

    LesscontentiononeachVMFSbecauseoflockingandSCSIreservationissues.

    Different

    applications

    might

    need

    different

    RAID

    characteristics. Moreflexibility(themultipathingpolicyanddisksharesaresetperLUN).

    Making LUN Decisions

    Whenthestoragecharacterizationforavirtualmachineisnotavailable,thereisoften

    nosimpleanswerwhenyouneedtodecideontheLUNsizeandnumberofLUNsto

    use.Youcanuseoneofthefollowingapproaches:

    Predictivescheme

    Adaptivescheme

    Predictive Scheme

    Inthepredictivescheme,you:

    CreateseveralLUNswithdifferentstoragecharacteristics.

    BuildaVMFSvolumeineachLUN(andlabeleachvolumeaccordingtoits

    characteristics).

    Locate

    each

    application

    in

    the

    appropriate

    RAID

    for

    its

    requirements. Usedisksharestodistinguishhighpriorityfromlowpriorityvirtualmachines.

    DisksharesarerelevantonlywithinagivenESXServerhost.Thesharesassigned

    tovirtualmachinesononeESXServerhosthavenoeffectonvirtualmachineson

    otherESXServerhosts.

    NOTE Youcandivideyourdatacenterintoserversthatarebestconfiguredwithfewer,

    largerLUNsandotherserversthatusemore,smallerLUNs.

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    32 VMware, Inc.

    Path Management and Failover

    YoucanusemultiplewaystomanagepathsandfailoverinaniSCSISAN:

    SCSIstoragestackfailover

    NICteamingandfailover

    Arraybasedfailover

    SCSI Storage Stack Failover

    ESXServer

    supports

    multipathing

    to

    maintain

    aconstant

    connection

    between

    the

    servermachineandthestoragedeviceincaseofthefailureofanHBAorswitch.

    Multipathingsupportdoesnotrequirespecificfailoverdrivers.

    Tosupportpathswitching,theservertypicallyhastwoormoreHBAsavailablefrom

    whichthestoragesystemcanbereachedusingoneormoreswitches.Alternatively,the

    setupmightincludeoneHBAandtwostorageprocessorssothattheHBAcanusea

    differentpathtoreachthestoragesystem.

    Figure 1-5. Multipathing and Failover

    InFigure 15,multiplepathsconnecteachserverwiththestoragedevice.Forexample,

    ifHBA1orthelinkbetweenHBA1andthenetworkfails,HBA2takesoverand

    providesthe

    connection

    between

    the

    server

    and

    the

    network.

    The

    process

    of

    one

    HBA

    takingoverforanotheriscalledHBAfailover.

    ESXServer

    ESXServer

    SP

    iSCSI storage

    SP

    HBA2 HBA1softwareinitiator

    IP network

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    Similarly,ifSP1failsorthelinksbetweenSP1andtheswitchesbreaks,SP2takesover

    andprovidestheconnectionbetweentheswitchandthestoragedevice.Thisprocessis

    calledSPfailover.ESXServersupportsbothHBAandSPfailoverwithitsmultipathing

    capability.

    Youcanchooseamultipathingpolicyforyoursystem,eitherFixedorMostRecently

    Used.IfthepolicyisFixed,youcanspecifyapreferredpath.EachLUN(disk)thatis

    visibletotheESXServerhostcanhaveitsownpathpolicy.Forinformationonviewing

    thecurrentmultipathingstateandonsettingthemultipathingpolicy,see

    Multipathingonpage 94.

    NIC Teaming and Failover

    WithsoftwareiSCSI,youcanconnectasinglevirtualVMKerneliSCSInetworkswitch

    tomultiplephysicalEthernetadaptersbyusingtheVMwareInfrastructurefeature

    calledNICteaming.NICteamingprovidesnetworkredundancyandsomeload

    balancingcapabilitiesforiSCSIconnectionsbetweenESXServerandstoragesystems.

    SimilartotheSCSImultipathcapabilities,NICteamingprovidesfailoverifconnections

    orportsontheESXServersystemfail.

    NICteamingpathsdonotshowupasmultiplepathstostorageinESXServer

    configurations.NICteamingishandledentirelybythenetworklayerandmustbe

    configuredandmonitoredseparatelyfromtheESXServerSCSIstoragemultipath

    configuration.

    Array-Based Failover

    SomeiSCSIstoragesystemsmanagepathuseoftheirportsautomatically

    (transparentlytoESXServer).Whenusingoneofthesestoragesystems,ESXServer

    doesnotseemultipleportsonthestorageandcannotchoosethestorageportit

    connectsto.ThesesystemshaveasinglevirtualportaddressthatESXServerusesto

    initiallycommunicate.Duringthisinitialcommunication, thestoragesystemcan

    redirectESXServertocommunicatewithanotherportonthestoragesystem.TheiSCSI

    initiatorsinESXServerobeythisreconnectionrequestandconnectwithadifferentport

    onthesystem.Thestoragesystemusesthistechniquetospreadtheloadacrossavailableports.

    IfESXServerlosesconnectiontooneoftheseports,itautomaticallyattemptsto

    reconnectwiththevirtualportofthestoragesystem,andshouldberedirectedtoan

    active,usableport.Thisreconnectionandredirectionhappensquicklyandgenerally

    doesnotdisruptrunningvirtualmachines.Thesestoragesystemscanalsorequestthat

    iSCSIinitiatorsreconnecttothesystem,tochangewhichstorageporttheyare

    connectedto.Thisallowsthemosteffectiveuseofthemultipleports.

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    Figure 16showsanexampleofportredirection.ESXServerattemptstoconnecttothe

    10.0.0.1virtualport.Thestoragesystemredirectsthisrequestto10.0.0.2.ESXServer

    connectswith10.0.0.2andusesthisportforI/Ocommunication.

    Figure 1-6. Port Redirection

    Iftheportonthestoragesystemthatisactingasthevirtualportbecomesunavailable,

    thestoragesystemreassignstheaddressofthevirtualporttoanotherportonthe

    system.Figure 17showsanexampleofthistypeofportreassignment.Inthiscase,the

    virtualport10.0.0.1becomesunavailableandthestoragesystemreassignsthevirtual

    portIPaddresstoadifferentport.Thesecondportrespondstobothaddresses.

    Figure 1-7. Port Reassignment

    NOTE Thestoragesystemdoesnotalwaysredirectconnections.Theportat10.0.0.1

    couldbeusedfortraffic,also.

    NOTE VirtualmachineI/Ocanbedelayedforuptosixtysecondswhilefailovertakes

    place,particularlyonanactivepassivearray.ThisdelayallowstheSANtostabilizeits

    configurationaftertopologychanges.Withactivepassivearrayswithpathpolicy

    Fixed,paththrashingcanbeaproblem.SeeResolvingPathThrashingonpage 109.

    storage

    10.0.0.1

    10.0.0.2

    ESX Server Connect to storage at 10.0.0.1

    Reconnect to 10.0.0.2

    storage

    10.0.0.1

    10.0.0.2

    ESX Server iSCSI storage traffic

    storage

    10.0.0.1

    10.0.0.2

    storage

    10.0.0.1

    10.0.0.110.0.0.2

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    Choosing Virtual Machine Locations

    Whenyoureworkingonoptimizingperformanceforyourvirtualmachines,storage

    locationis

    an

    important

    factor.

    A

    trade

    off

    always

    exists

    between

    expensive

    storage

    that

    offershighperformanceandhighavailabilityandstoragewithlowercostandlower

    performance.Storagecanbedividedintodifferenttiersdependingonanumberof

    factors:

    High Tier. Offershighperformanceandhighavailability.Mightofferbuiltin

    snapshotstofacilitatebackupsandpointintime(PiT)restorations.Supports

    replication,fullSPredundancy,andSASdrives.Useshighcostspindles.

    Mid Tier. Offersmidrangeperformance,loweravailability,someSPredundancy,and

    SCSIorSASdrives.Mayoffersnapshots.Usesmediumcostspindles.

    Lower Tier. Offerslowperformance,littleinternalstorageredundancy.Useslowend

    SCSIdrivesorSATA(seriallowcostspindles).

    Notallapplicationsneedtobeonthehighestperformance,mostavailablestorageat

    leastnotthroughouttheirentirelifecycle.

    Whenyoudecidewheretoplaceavirtualmachine,askyourselfthesequestions:

    Howcriticalisthevirtualmachine?

    Whatareitsperformanceandavailabilityrequirements?

    WhatareitsPiTrestorationrequirements?

    Whatareitsbackuprequirements?

    Whatareitsreplicationrequirements?

    Avirtualmachinemightchangetiersthroughoutitslifecyclebecauseofchangesin

    criticalityorchangesintechnologythatpushhighertierfeaturestoalowertier.Criticalityisrelativeandmightchangeforavarietyofreasons,includingchangesinthe

    organization,operationalprocesses,regulatoryrequirements,disasterplanning,and

    so on.

    NOTE Ifyouneedsomeofthefunctionalityofthehightier,suchassnapshots,butdo

    notwanttopayforit,youmightbeabletoachievesomeofthehighperformance

    characteristicsinsoftware.Forexample,youcancreatesnapshotsinsoftware.

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    Designing for Server Failure

    TheRAIDarchitectureofSANstorageinherentlyprotectsyoufromfailureatthe

    physical

    disk

    level.

    A

    SAN

    provides

    multiple

    paths

    between

    servers

    and

    storage,

    which

    protectsagainstnetworkorportfailures.Thefinalstepinmakingyourwhole

    environmentfailureresistantistoprotectagainstserverfailure.ESXServersystems

    failoveroptionsarediscussedinthefollowingsections.

    Using VMware HA

    VMwareHAallowsyoutoorganizevirtualmachinesintofailovergroups.Whenahost

    fails,allitsvirtualmachinesareimmediatelystartedondifferenthosts.Whenavirtualmachineisrestoredonadifferenthost,itlosesitsmemorystatebutitsdiskstateis

    exactlyasitwaswhenthehostfailed(crashconsistentfailover).Sharedstorage(such

    asaSAN)isrequiredforHA.SeetheResourceManagementGuide.

    Server Failover and Storage Considerations

    Foreachtypeofserverfailover,youmustconsiderstorageissues:

    Approachestoserverfailoverworkonlyifeachserverhasaccesstothesame

    storage.Becausemultipleserversrequirealotofdiskspace,andbecausefailover

    forthestoragesystemcomplementsfailoverfortheserver,SANsareusually

    employedinconjunctionwithserverfailover.

    WhenyoudesignaSANtoworkinconjunctionwithserverfailover,allvolumes

    theclusteredvirtualmachinesusemustbeseenbyallESXServerhosts.

    Althoughavolumeisaccessibletoahost,allvirtualmachinesonthathostdonot

    necessarilyhaveaccesstoalldataonthatvolume.Avirtualmachinecanaccess

    onlythevirtualdisksforwhichitwasconfigured.Incaseofaconfigurationerror,

    virtualdisksarelockedwhenthevirtualmachinebootssonocorruptionoccurs.

    NOTE YoumustbelicensedtouseVMwareHA.

    NOTE Asarule,whenyourebootingfromaSAN,eachbootvolumeshouldbeseen

    onlybytheESXServersystemthatisbootingfromthatvolume.Anexceptioniswhen

    youretryingtorecoverfromafailurebypointingasecondESXServersystemtothe

    samevolume.Inthiscase,theSANvolumeinquestionisnotreallyforbootingfroma

    SAN.NoESXServersystemisbootingfromitbecauseitiscorrupted.TheSANvolume

    isaregularnonbootvolumethatismadevisibletoanESXServersystem.

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    Recommendations

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    Recommendations

    Considerthefollowingrecommendationswhenyousetupyourenvironmentwith

    ESX ServerhostsandaSAN:

    Userawdevicemappingforavirtualdiskofavirtualmachinetousesomeofthe

    hardwaresnapshottingfunctionsofthestoragesystem,ortoaccessadiskfrom

    bothavirtualmachineandaphysicalmachineinacoldstandbyhost

    configurationfordataLUNs.

    TouseVMotiontomoveavirtualmachinetoadifferenthost,theLUNsthathold

    thevirtualdisksofthevirtualmachinesmustbevisiblefromallofthehosts.

    Setting LUN Allocations

    WhenyousetLUNallocations,notethefollowingpoints:

    StorageProvisioning.ToensurethattheESXServersystemrecognizestheLUNs

    atstartuptime,provisionallLUNStotheappropriateHBAsbeforeconnectingthe

    SANtotheESXServersystem.

    VMotionandVMwareDRS.WhenyouuseVirtualCenterandVMotionorDRS,

    makesurethattheLUNsforthevirtualmachinesareprovisionedtoallESXServer

    hosts.Thisconfigurationprovidesthegreatestfreedominmovingvirtual

    machines.

    Activeactiveversusactivepassivearrays.WhenyouuseVMotionorDRSwith

    anactivepassiveSANstoragedevice,makesurethatallESXServersystemshave

    consistentpathstoallstorageprocessors.Notdoingsocancausepaththrashing

    whenaVMotionmigrationoccurs.SeeResolvingPathThrashingonpage 109.

    ForactivepassivestoragearraysnotlistedintheStorage/SANCompatibilityGuide,

    VMwaredoesnotsupportstorageportfailover.Youmustconnecttheservertothe

    activeportonthestoragesystem.ThisconfigurationensuresthattheLUNsarepresentedtotheESXServerhost.

    NOTE VMwarerecommendsthatyouprovisionallLUNstoallESXServerHBAs

    atthesametime.HBAfailoverworksonlyifallHBAsseethesameLUNs.

    iSCSI SAN Configuration Guide

    Setting Up Hardware iSCSI Initiators and Storage

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    Setting Up Hardware iSCSI Initiators and Storage

    WithhardwarebasediSCSIstorage,youuseaspecializedthirdpartyadaptercapable

    ofaccessingiSCSIstorageoverTCP/IP.ThisiSCSIinitiatorhandlesalliSCSIprocessing

    andmanagementforyourESXServersystem.

    HardwareiSCSIinitiatorsrequireconfigurationtoworkproperly,soyoumustinstall

    andconfigurethehardwareiSCSIinitiatorsasdetailedinthefollowingsectionsbefore

    settingupthedatastorethatresidesonaniSCSIstoragedevice.

    Installing and Viewing Hardware iSCSI Initiators

    Forinformationonwhichinitiatorsaresupported,seetheI/OCompatibilityGuideonthe

    VMwareWebsiteatwww.vmware.com.

    BeforeyoubeginconfiguringthehardwareiSCSIinitiator,makesurethattheiSCSI

    HBAissuccessfullyinstalledandappearsonthelistofinitiatorsavailablefor

    configuration.Iftheinitiatorisinstalled,youcanviewitsproperties.

    To view the hardware iSCSI initiator properties

    1 LogintotheVIClientandselectaserverfromtheinventorypanel.

    2 ClicktheConfigurationtabandclickStorageAdaptersintheHardwaregroup.

    Thelistofavailablestorageadapters(initiators)appears.TheiSCSIinitiatorappearsinthelistofstorageadapters.

    3 UnderHBA,choosetheinitiatortoconfigure.

    Thedetailsfortheinitiatorappear,includingthemodel,IPaddress,iSCSIname,

    discoverymethods,iSCSIalias,andanydiscoveredtargets.

    NOTE YoucanconfiguresomeESXServersystemstoloadbalancetrafficacross

    multipleHBAstomultipleLUNswithcertainactiveactivearrays.Todothis,assign

    preferredpathstoyourLUNssothatyourHBAsarebeingusedevenly.

    Chapter 2 Installation of iSCSI Initiators and Storage

    4 Click Properties.

    http://www.vmware.com/http://www.vmware.com/
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    4 ClickProperties.

    TheiSCSIInitiatorPropertiesdialogboxappears.TheGeneraltabdisplays

    additionalcharacteristicsoftheinitiator.

    Youcannowconfigureyourhardwareinitiatororchangeitsdefaultcharacteristics.

    Configuring Hardware iSCSI Initiators

    WhenyouconfigurethehardwareiSCSIinitiator,setupyourinitiatorsiSCSIname,

    IP address,anddiscoveryaddresses.VMwarerecommendsthatyousetupCHAP

    parametersalso.

    AfteryouconfigureyourhardwareiSCSIinitiator,performarescansothatallLUNs

    thattheinitiatorhasaccesstoappearonthelistofstoragedevicesavailabletoyourESX Serverhost.

    Setting up Naming Parameters

    WhenyouconfigureyourhardwareiSCSIinitiators,makesurethattheirnamesand

    IP addressesareformattedproperly.SeeiSCSINamingConventionsonpage 19.

    iSCSI SAN Configuration Guide

    To set up the iSCSI name, alias, and IP address for the hardware initiator

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    p

    1 OpentheiSCSIInitiatorPropertiesdialogboxbyperformingthestepslistedin

    ToviewthehardwareiSCSIinitiatorpropertiesonpage 40.

    2 ClickConfigure.

    TheGeneralPropertiesdialogboxappears.

    3 TochangethedefaultiSCSInameforyourinitiator,enterthenewname.

    Formatthenameyouenterproperly;otherwise,somestoragedevicesmightnot

    recognizethehardwareiSCSIinitiator.Youcanusethedefaultnamesuppliedby

    thevendor.Itdoesnothavetobechanged.

    4 EntertheiSCSIalias.

    ThealiasisanamethatyouusetoidentifythehardwareiSCSIinitiator.

    5 Ifyou

    selected

    Use

    the

    following

    IP

    settings,

    enter

    values

    for

    the

    following:

    IPAddress

    SubnetMask

    DefaultGateway

    6 ClickOKtosaveyourchanges,thenreboottheserverforthechangestotakeeffect.

    Chapter 2 Installation of iSCSI Initiators and Storage

    Setting Up Discovery Addresses for the Hardware Initiator

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    Setuptargetdiscoveryaddressessothatthehardwareinitiatorcandeterminewhich

    storageresourceonthenetworkisavailableforaccess.Youcandothiswitheither

    dynamicdiscovery,wherealltargetsassociatedwithanIPaddressarediscovered,orwithstaticdiscovery,whereyoumustspecifytheIPaddressandtheiSCSInameofthe

    targettobeseen.

    To set up target discovery addresses using Dynamic Discovery

    1 OpentheiSCSIInitiatorPropertiesdialogboxbyperformingthestepslistedin

    ToviewthehardwareiSCSIinitiatorpropertiesonpage 40.

    2 IntheiSCSIInitiatorPropertiesdialogbox,clicktheDynamicDiscoverytab.

    iSCSI SAN Configuration Guide

    3 ToaddanewiSCSItargetthatyourESXServerhostcanuseforaSendTargets

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    session,clickAdd.

    TheAddSendTargetsServerdialogboxappears.

    4 EntertheIPaddressofastoragesystemandclickOK.

    AfteryourESXServerhostestablishestheSendTargetssessionwiththistarget

    device,anynewlydiscoveredtargetsappearintheStaticDiscoverylist.

    5 TochangeordeleteaspecificIPaddress,selectitandclickEditorRemove.

    To set up target discovery addresses by using Static Discovery

    1 OpentheiSCSIInitiatorPropertiesdialogboxbyperformingthestepslistedinTo

    viewthehardwareiSCSIinitiatorpropertiesonpage 40.

    2 IntheiSCSIInitiatorPropertiesdialogbox,clicktheStaticDiscoverytab.

    Chapter 2 Installation of iSCSI Initiators and Storage

    Thetabdisplaysalldynamicallydiscoveredtargetsandanystatictargetsalready

    d

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    entered.

    3 ToaddatargetaccessibletoyourESXServerhost,clickAddandenterthetargets

    IPaddressandfullyqualifieddomainname.

    4 Tochangeordeleteaspecificdynamicallydiscoveredtarget,selectthetargetand

    clickEditorRemove.

    NOTE Ifyouremoveadynamicallydiscoveredstatictarget,thetargetcanbe

    returnedtothelistthenexttimearescanhappens,theHBAisreset,orthesystem

    isrebooted.

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    Chapter 2 Installation of iSCSI Initiators and Storage

    3 TomakeanychangestotheexistingCHAPparameters,clickConfigure.

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    TheCHAPAuthenticationdialogboxopens.

    4 TokeepCHAPenabled,selectUsethefollowingCHAPcredentials.

    5 EitherenteranewCHAPnameorselectUseinitiatorname.

    6 Ifneeded,specifytheCHAPSecret.

    AllnewtargetswillusetheCHAPsecrettoauthenticatetheinitiator.

    7 ClickOKtosavechanges.

    Adding Hardware-Initiated iSCSI Storage

    WhenyoucreateadatastoreonahardwareinitiatediSCSIstoragedevice,theAdd

    Storagewizardguidesyouthroughtheconfiguration.

    To create a datastore on a hardware-initiated iSCSI device

    1 LogintotheVIClientandselectaserverfromtheinventorypanel.

    2 ClicktheConfigurationtabandclickStorage.

    3 ClickAddStorage.

    NOTE IfyoudisableCHAP,existingsessionsremainuntilarebootorthestorage

    systemforcesalogout,thenyoucannotconnecttotargetsthatrequireCHAP.

    iSCSI SAN Configuration Guide

    TheSelectStorageTypepageappears.

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    4 SelectDisk/LUN,andclickNext.

    TheSelectDisk/LUNpageappears.Thiscantakeafewsecondsdependingonthe

    numberoftargetsthatyouhave.

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    iSCSI SAN Configuration Guide

    Setting Additional Parameters

    Y h f h i i ili fi ddi i l f

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    Youcanusetheesxcfg-hwiscsiutilitytoconfigureadditionalparametersforyour

    hardwareiSCSIHBA.Forexample,someiSCSIstoragesystemsrequireARP

    redirectiontomoveiSCSItrafficdynamicallyfromoneporttoanother.YoumustallowARPredirectiononyourhardwareiSCSIHBA.

    SeeAppendix B,Utilities,onpage 123.

    Setting Up Software iSCSI Initiators and Storage

    WiththesoftwarebasediSCSIimplementation,youcanuseastandardnetwork

    adaptertoconnectyourESXServersystemtoaremoteiSCSItargetontheIPnetwork.

    TheESXServersoftwareiSCSIinitiatorbuiltintoVMkernelfacilitatesthisconnection

    communicatingwiththenetworkadapterthroughthenetworkstack.

    BeforeyouconfiguredatastoresthatuseasoftwareinitiatediSCSIconnectiontoaccess

    theiSCSIstorage,youmustenablenetworkconnectivityandtheninstallandconfigure

    thesoftwareiSCSIinitiator.

    Networking Configuration for Software iSCSI Storage

    BeforeyoucanconfigureiSCSIstorage,youmustcreateaVMkernelporttohandle

    iSCSInetworkingand(forESXServer3only)aserviceconsoleconnectiontotheiSCSI

    network.

    To create a VMkernel port for software iSCSI

    1 LogintotheVI Clientandselecttheserverfromtheinventorypanel.

    Thehardwareconfigurationpageforthisserverappears.

    2 Clickthe

    Configuration

    tab

    and

    click

    Networking.

    CAUTION IfyouareconfiguringasoftwareiSCSIimplementationwithESXServer3,

    youmust

    set

    up

    both

    the

    VMkernel

    port

    and

    the

    service

    console

    connection

    in

    your

    networkingconfiguration.

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    Chapter 2 Installation of iSCSI Initiators and Storage

    VLANIDIdentifiestheVLANthattheportgroupsnetworktrafficwilluse.

    VLANIDsarenotrequired.Ifyouarenotsurewhetheryouneedthem,askyour

    t k d i i t t

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    networkadministrator.

    9 Youreceiveawarningthatnodefaultgatewayisset.Agatewayisneededfor

    connectivitytomachinesnotonthesameIPsubnetastheserviceconsole

    (ESX Server3only)orVMkernel.Toconnecttomultiplesubnets,clickYesto

    configure

    one.

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    Chapter 2 Installation of iSCSI Initiators and Storage

    4 OnthePortstab,clickAdd.

    TheAddNetworkWizardappears.

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    5 Asaconnectiontype,selectServiceConsoleandclickNext.

    TheConnectionSettingspageappears.

    6 InthePortGroupPropertiesarea,enteranetworklabelthatidentifiestheport

    groupthat

    you

    are

    creating.

    NewerportsandportgroupsappearatthetopofthevSwitchdiagram.

    iSCSI SAN Configuration Guide

    7 EntertheIPAddressandSubnetMask,orselecttheObtainIPsetting

    automaticallyDHCPoptionfortheIPaddressandsubnetmask.Thismustbea

    different IP address than the one chosen for the VMkernel.

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    differentIPaddressthantheonechosenfortheVMkernel.

    8 ClickEdit

    to

    set

    the

    Service

    Console

    Default

    Gateway.

    9 ClickNext.

    TheReadytoCompletepageappears.

    10 AfteryouhavedeterminedthatthevSwitchisconfiguredcorrectly,clickFinish.

    AfteryoucreateaVMkernelportandserviceconsoleconnection,youcanenable

    andconfiguresoftwareiSCSIstorage.

    Configuring Software iSCSI Initiators

    ToconfigurethesoftwareiSCSIinitiator,youenableitandsetupitstargetaddresses.VMwarerecommendsthatyoualsosetupitsCHAPparameters.

    AfteryouconfigureyoursoftwareiSCSIinitiator,performarescan,sothatallLUNs

    thattheinitiatorhasaccesstoappearonthelistofstoragedevicesavailabletoyour

    ESX Serversystem.

    Chapter 2 Installation of iSCSI Initiators and Storage

    Enabling Software iSCSI Initiators

    EnableyoursoftwareiSCSIinitiatorsothatESXServercanuseit.

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    To enable the software iSCSI initiator1 OpentheiSCSIInitiatorPropertiesdialogboxbyperformingthestepslistedin

    ToviewthesoftwareiSCSIinitiatorpropertiesonpage 60.

    2 ClickConfigure.

    TheGeneralPropertiesdialogboxopens,displayingtheinitiatorsstatus,default

    name,andalias.

    3 Toenabletheinitiator,selectEnabled.

    4 TochangethedefaultiSCSInameforyourinitiator,enterthenewname.

    You do notneedtochangethedefaultname.

    Formatthenameyouenterproperly;otherwise,somestoragedevicesmightnotrecognizethesoftwareiSCSIinitiator.

    5 ClickOKtosaveyourchanges.

    iSCSI SAN Configuration Guide

    Setting up Discovery Addresses

    Setuptargetdiscoveryaddressessothatthesoftwareinitiatorcandeterminewhich

    storage resource on the network is available for access

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    storageresourceonthenetworkisavailableforaccess.

    To set up target discovery addresses for the software initiator

    1 OpentheiSCSIInitiatorPropertiesdialogboxbyperformingthestepslistedin

    ToviewthesoftwareiSCSIinitiatorpropertiesonpage 60.

    2 ClicktheDynamicDiscoverytab.

    3 Toadd

    anew

    iSCSI

    target

    your

    ESX

    Server

    host

    can

    use

    for

    aSendTargets

    session,

    clickAdd.

    TheAddSendTargetsServerdialogboxappears.

    4 EntertheSendTargetsserverIPaddressandclickOK.

    5 TochangeordeleteaSendTargetsserver,selecttheserverandclickEditor

    Remove.

    Chapter 2 Installation of iSCSI Initiators and Storage

    Setting up CHAP Parameters

    WhenyouconfigureyoursoftwareiSCSIinitiator,ensurethatCHAPconfiguration

    matches your iSCSI storage If CHAP is enabled on the storage it must be enabled on

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    matchesyouriSCSIstorage.IfCHAPisenabledonthestorage,itmustbeenabledon

    theinitiator.

    If

    they

    are

    enabled,

    you

    must

    set

    up

    the

    CHAP

    authentication

    credentials

    tomatchyouriSCSIstorage.

    To set up CHAP parameters for the software initiator

    1 OpentheiSCSIInitiatorPropertiesdialogboxbyperformingthestepslistedin

    ToviewthesoftwareiSCSIinitiatorpropertiesonpage 60.

    2 ClicktheCHAPAuthenticationtab.

    ThetabdisplaysthedefaultCHAPparameters.

    3 TomakeanychangestotheexistingCHAPparameters,clickConfigure.

    iSCSI SAN Configuration Guide

    TheCHAPAuthentication dialogboxopens.

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    4 TokeepCHAPenabled,selectUsethefollowingCHAPcredentials.

    5 EitherenteranewCHAPnameorselectUseinitiatorname.

    6 Ifneeded,specifytheCHAPSecret.

    AllnewtargetswillusetheCHAPsecrettoauthenticatetheinitiator.

    Any establishedsessionsarenotaffected.

    7 ClickOKtosavechanges.

    Viewing Software iSCSI InitiatorsThesoftwareiSCSIinitiatorthatyourESXServersystemusestoaccessa

    softwareinitiatediSCSIstoragedeviceappearsonthelistofavailableadapters.

    After configuringyoursoftwareinitiator,youcanusetheVIClienttoreviewits

    properties.

    To view the software iSCSI initiator properties

    1 LogintotheVIClientandselectaserverfromtheinventorypanel.

    2 ClicktheConfigurationtabandclickStorageAdaptersunderhardware.

    Thelistofavailablestorageadaptersappears.

    3 UnderiSCSISoftwareAdapter,choosetheavailablesoftwareinitiator.

    NOTE IfyoudisableCHAP,existingsessionsremainuntilarebootorthestorage

    systemforcesalogout,youcannotconnecttotargetsthatrequireCHAP.

    Chapter 2 Installation of iSCSI Initiators and Storage

    Thedetailsfortheinitiatorappear,includingthemodel,IPaddress,iSCSIname,

    discoverymethods,iSCSIalias,andanydiscoveredtargets.

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    4 ClickProperties.

    TheiSCSIInitiatorPropertiesdialogboxopens.TheGeneraltabdisplays

    additionalcharacteristicsofthesoftwareinitiator.

    iSCSI SAN Configuration Guide

    Adding Software-Initiated iSCSI Storage

    WhenyoucreateadatastoreonasoftwareinitiatediSCSIstoragedevice,theAdd

    Storagewizardguidesyouthroughtheconfiguration.

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    g g y g g

    To create a datastore on a software-initiated iSCSI device

    1 LogintotheVIClientandselectaserverfromtheinventorypanel.

    2 ClicktheConfigurationtabandclickStorage.

    3 ClickAddStorage.

    TheSelectStorageTypepageappears.

    4 SelecttheDisk/LUNstoragetypeandclickNext.

    Chapter 2 Installation of iSCSI Initiators and Storage

    TheSelectDisk/LUNpageappears.Thiscantakeafewsecondsdependingonthe

    numberoftargetsthatyouhave.

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    5 SelecttheiSCSIdevicetouseforyourdatastoreandclickNext.

    TheCurrentDiskLayoutpageappears.

    6 LookoverthecurrentdisklayoutandclickNext.

    TheDisk/LUNProperties

    page

    appears.

    7 Enteradatastorename.

    ThedatastorenameappearsintheVIClient,andthelabelmustbeuniquewithin

    thecurrentVirtualInfrastructureinstance.

    8 ClickNext.

    iSCSI SAN Configuration Guide

    TheDisk/LUNFormattingpageappears.

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    9 Ifneeded,adjustthefilesystemvaluesandcapacityyouuseforthedatastore.

    Bydefault,theentirefreespaceavailableonthestoragedeviceisofferedtoyou.

    10 ClickNext.

    TheReadytoCompletepageappears.

    11 ReviewthedatastoreconfigurationinformationandclickFinish.

    ThiscreatesthedatastoreonthesoftwareinitiatediSCSIstoragedevice.

    3

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    AfteryouinstallyouriSCSIinitiatorsandstorage,youmightneedtomodifyyour

    storagesystemtoensurethatitworksproperlywithyourESXServerimplementation.

    ThischapterdiscussesmanyoftheiSCSIstoragesystemssupportedinconjunction

    withVMwareESXServer.Foreachdevice,itlistsmajorknownpotentialissues,points

    tovendorspecificinformation(ifavailable),orincludesinformationfromVMwareknowledgebasearticles.

    Thischapterdiscussesthefollowingtopics:

    SetupOverviewonpage 66

    GeneralConsiderationsonpage 66

    EMCCLARiiONStorageSystemsonpage 67

    EMCSymmetrixStorageSystemsonpage 68

    HPStorageWorksStorageSystemsonpage 69

    NetworkApplianceStorageSystemsonpage 71

    EqualLogicStorageSystemsonpage 74

    LeftHandNetworksSAN/iQStorageSystemsonpage 75

    Modifying SAN Storage

    Systems with ESX Server 3

    NOTE Informationinthisdocumentisupdatedonlywitheachrelease.New

    informationmightalreadybeavailable.Also,otheriSCSIstoragesystemsare

    supportedbutarenotcoveredinthischapter.ConsultthemostrecentStorage/SAN

    CompatibilityGuide,checkwithyourstoragevendor,andexploretheVMware

    knowledgebase

    articles.

    iSCSI SAN Configuration Guide

    Setup Overview

    VMwareESXServersupportsavarietyofSANstoragesystemsindifferent

    configurations.Notallstoragedevicesarecertifiedforallfeaturesandcapabilitiesof

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    ESXServer,andvendorsmighthavespecificpositionsofsupportwithregardtoESX Server.Forthelatestinformationregardingsupportedstoragesystems,seethe

    Storage/SANCompatibilityGuide.

    VMwaretestsESXServerwithstoragesystemsinthefollowingconfigurations:

    Basic Connectivity. TestswhetherESXServercanrecognizeandoperatewiththe

    storagesystem.Thisconfigurationdoesnotallowformultipathingoranytypeof

    failover.

    HBA Failover. TheserverisequippedwithmultipleHBAsconnectingtooneormore

    SANswitches.TheserverisrobusttoHBAandswitchfailureonly.

    Storage Port Failover. Theserverisattachedtomultiplestorageportsandisrobust

    tostorageportfailuresandswitchfailures.

    Booting from a SAN. TheESXServerhostbootsfromaLUNconfiguredontheSAN

    ratherthan

    from

    the

    server

    itself.

    General Considerations

    Forallstoragesystems,makesurethatthefollowingrequirementsaremet:

    LUNsmustbepresentedtoeachHBAofeachhostwiththesameLUNIDnumber.

    Ifdifferentnumbersareused,theESXServerhostsdonotrecognizedifferent

    pathstothesameLUN.BecauseinstructionsonhowtoconfigureidenticalSANLUNIDsarevendorspecific,consultyourstoragedocumentationformore

    information.

    Unlessspecifiedforindividualstoragesystemsdiscussedinthischapter,setthe

    hosttypeforLUNspresentedtoESXServertoLinuxorLinux Cluster,if

    applicabletoyourstoragesystem.ThemethodESXServerusestoaccessthe

    storagesystemismostcompatiblewithLinuxaccess,however,thiscanvary

    dependingonthestoragesystemyouareusing.

    Chapter 3 Modifying SAN Storage Systems with ESX Server

    IfyouareusingVMotion,DRS,orHA,makesurethatsourceandtargethostsfor

    virtualmachinescanseethesameLUNswithidenticalLUNIDs.

    SAN administratorsmightfinditcounterintuitivetohavemultiplehostsseethe

    sameLUNsbecausetheymightbeconcernedaboutdatacorruption.However,

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    VMFSpreventsmultiplevirtualmachinesfromwritingtothesamefileatthesametime,soprovisioningtheLUNstoallrequiredESXServersystemisappropriate.

    IfyoudonothaveCHAPauthenticationsetupontheLUNsthatarebeing

    accessed,youmustalsodisableCHAPontheESXServerhost.Otherwise,

    authenticationofthestoragesystemfails,althoughtheLUNshavenoCHAP

    requirement.

    EMC CLARiiON Storage Systems

    EMCCLARiiONstoragesystemsworkwithESXServermachinesinSAN

    configurations.Basicconfigurationstepsinclude:

    1 Installingandconfiguringthestoragedevice.

    2 CreatingRAIDgroups.

    3 CreatingandbindingLUNs.

    4 RegisteringtheserversconnectedtotheSAN.

    5 CreatingstoragegroupsthatcontaintheserversandLUNs.

    UsetheEMCsoftwaretoperformconfiguration.Formoreinformation,seetheEMC

    documentation.

    Toavoidthepossibilityofpaththrashing,thedefaultmultipathingpolicyisMost

    RecentlyUsed,notFixed.TheESXServersystemsetsthedefaultpolicywhenit

    identifiesthestoragesystem.SeeResolvingPathThrashingonpage 109.

    AutomaticvolumeresignaturingisnotsupportedforAX100iandAX150istorage

    devices.Forinformationonresignaturing,seeVMFSVolumeResignaturingon

    page 117.

    NOTE Thisisanactivepassivediskarray,sorelatedissuesdescribedelsewhereinthis

    documentapply.

    NOTE TobootfromaSAN,choosetheactivestorageprocessorforthebootLUNs

    targetintheHBABIOS.

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    Chapter 3 Modifying SAN Storage Systems with ESX Server

    HP StorageWorks Storage Systems

    ThissectionincludesconfigurationinformationforHPStorageWorksstoragesystems.

    Foradditionalinformation,seethesectiononVMwareESXServeratthe

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    HP ActiveAnswersWebsite.

    HP StorageWorks MSA

    Thissectiondescribesthesetupandconfigurationstepsneededtoallowan

    HP StorageWorksMSA1510istoragesystemtocommunicatewithinanESX Server

    environment.

    To enable MSA1510i storage systems to communicate with ESX Server

    1 Install,connect,andpowerupthenetworkdevicesasdetailedinthevendorinstallationdocument.

    2 ObtaintheIPaddressassignedtotheMSA1510icontrollermanagementport.

    a ScrollthroughthemessagesontheLCDpaneluntilthefollowingmessage

    appears:603

    Port

    MA0

    IP

    b RecordthemanagementportIPaddressthatappearsinBasicMSA1510i

    information.

    3 FromtheserveroraworkstationontheMSA1510iLANsegment,openaWeb

    browserandentertheaddressobtainedinStep 2.

    4 Whenprompted,enterthefollowingdefaultaccesspermissions:

    Username:root

    Password:root

    5 Whenprompted,setauniqueusernameandpassword.

    6 Usingthewizard,completethefollowingactions:

    a Storageconfiguration

    i SettheFaultTolerantmode(RAIDmode).

    ii AssignasparediskforappropriateRAIDlevel.

    b iSCSIconfiguration(configureaniSCSIportal)

    i Selectadataport.

    ii AssignanIPaddresstothedataport.

    iSCSI SAN Configuration Guide

    iii VLANsaresetupontheswitchandareusedasonemethodofcontrollingaccesstothestorage.IfyouareusingVLANs,entertheVLANIDtouse(0=notused).

    iv ThewizardsuggestsadefaultiSCSITargetNameandiSCSITargetAlias.

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    Acceptthedefaultorenteruserdefinedvalues.

    c LoginSettings

    d ManagementSettings

    7 ClickFinishtoapplytheconfigurationsettings.

    Afterinitialsetup,performthefollowingtaskstocompletetheconfiguration:

    Createanarray.

    Createalogicaldrive.

    Createatarget.

    Createaportalgroup.

    Associate

    or

    assign

    the

    portals

    created

    using

    the

    wizard

    with

    the

    portal

    group

    created.

    Maplogicaldrivestothetarget.

    Addinitiators(initiatorIQNnameandalias).

    UpdatetheACLsofthelogicaldrivestoprovideaccesstoinitiators(selectthelist

    ofinitiatorstoaccessthelogicaldrive).

    SeetheMSA1510i

    Configuration

    Guide.

    NOTE Toconfiguretheremainingdataports,completetheInitialSystem

    ConfigurationWizardprocess,andthenusetasksavailableonthe

    Configuretab.

    NOTE Wizardsareavailableforbasicconfigurationtasksonly.UsetheManageand

    Configuretabstoviewandchangeyourconfiguration.

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    iSCSI SAN Configuration Guide

    Setting LUN Type and Initiator Group Type

    SettheappropriateLUNtypeandinitiatorgrouptypeforthestoragesystem:

    LUNtypeVMware(ifVMwaretypeisnotavailable,useLinux).

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    InitiatorgrouptypeVMware(ifVMwaretypeisnotavailable,useLinux).

    Provisioning Storage

    Youmustprovisionstorage,usingeitherFilerVieworCLI.

    To provision storage by using FilerView storage management

    1 LogintoNetworkAppliancestoragesystemmanagement(FilerView).

    2 Createavolume.

    a SelectVolumesandclickAdd.ClickNext.

    b SelectFlexibility(Default)orTraditional,thenclickNext.

    c Enter

    a

    Volume

    Name,

    select

    a

    Language,

    and

    click

    Next.

    d EntervaluesforContainingAggregate,TotalVolumeSize,andSpace

    GuaranteeandclickNext.

    e ClickCommittocreatethevolume.

    3 CreateLUNs.

    a SelectLUNsandclickAdd.

    b Enterthefollowing:

    i Path:Enterapath,forexample,/vol/vol1/lun1.

    ii LUNProtocolType:VMware.

    iii Description:Abriefdescription.

    iv SizeandUnit:Enterasize,forexample,10GBandselectSpaceReserved.

    4 Createaninitiatorgroup.

    a SelectLUNs>InitiatorGroupandclickAdd.

    b Enterthefollowing:

    i GroupName:Enteragroupname

    ii Type:ChooseiSCSI.

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    iSCSI SAN Configuration Guide

    ForadditionalinformationonusingNetworkApplianceStoragewithVMware

    technology,seethefollowingNetworkAppliancedocuments:

    NetworkAppliance&VMwareESXServer:InstantaneousBackup&Recovery

    with

    NetApp

    Snapshot

    Technology

    at

    http://www.netapp.com/library/tr/3428.pdf.

    http://www.netapp.com/library/tr/3428.pdfhttp://www.netapp.com/library/tr/3428.pdf
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    pp p gy p // pp / y/ / p TechnicalCaseStudy:UsingaNetworkApplianceSANwithVMwaretoFacilitate

    StorageandServerConsolidationathttp://www.netapp.com/library/tr/3401.pdf.

    EqualLogic Storage Systems

    TosetupyourEqualLogicstoragesystemstoworkinanESXServerimplementation,

    youmust

    address

    the

    following

    issues:

    Multipathing. NospecialsetupisneededbecauseEqualLogicstoragesystemssupport

    storageproccesorfailoverthatistransparenttoiSCSI.MultipleiSCSIHBAsor

    NICscanconnecttothesametargetorLUNonthestorageside.However,normal

    restrictionsonESXServerconfigurationapply,forexampleNICteamingmustbe

    correctlysetup.

    Creating iSCSI LUNs. FromtheEqualLogicwebportal,rightclickVolumes,and

    thenselectCreateVolume.

    Enable ARP redirection on hardware iSCSI HBAs. Formoreinformationon

    enablingARPredirection,seeesxcfghwiscsiUtilityonpage 126.

    FormoreinformationaboutconfiguringandusingEqualLogicstoragesystems,seethe

    vendorsdocumentation.

    NOTE YoumustaddtheserviceconsoleandVMkernelIPaddressesbeingusedfor

    iSCSIaccesstotheIPaddressACLonyourEqualLogicstoragesystems.Ifyouare

    usingCHAPauthenticationorinitiatornamebasedACLs,however,thisisnot

    necessary.

    http://www.netapp.com/library/tr/3428.pdfhttp://www.netapp.com/library/tr/3401.pdfhttp://www.netapp.com/library/tr/3401.pdf
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    Chapter 4 Booting from a SAN with ESX Server Systems

    Enabling Booting from a SAN

    EnablingyourESXServerhosttobootfromaSANrequiresthecompletionofanumber

    oftasks.

    To enable booting from a SAN

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    1 Reviewanyvendorconfigurationrecommendationsthatapplytothestorage

    systemortheserverbootingfromSAN.

    2 Configurethehardwareelementsofyourstoragenetwork,including:

    SANseePreparingtheSANonpage 79.

    HBAsseeConfiguringiSCSIHBAstoBootfromaSANonpage 81

    3 ConfigureACLsonyourstoragesystem.

    ProperaccesscontrolonthestoragesystemsisimportantwhenanESXServerhost

    isbootingfromiSCSI.

    BootLUNsshouldonlybevisibletotheserverusingthatLUNtoboot.No

    otherserverorsystemontheSANshouldbepermittedtoseethatbootLUN.

    MultipleESXServerhostscanshareadiagnosticpartition.ACLsonthe

    storagesystemscanallowyoutodothis.

    4 Choosethelocationforthediagnosticpartition.

    DiagnosticpartitionscanbeputonthesameLUNasthebootpartition.Core

    dumpsarestoredindiagnosticpartitions.

    5 SetupyourESXServertobootfromCDROMfirstbecausetheVMwareinstallationCDisintheCDROMdrive.

    Toachievethis,changethesystembootsequenceinyoursystemBIOSsetup.

    Preparing the SAN

    BeforeyouconfiguretheiSCSIHBAstobootfromaSAN,firstprepareyourstorage

    areanetwork

    by

    checking

    the

    cabling

    and

    switch

    wiring

    and

    configuring

    the

    storage

    system.

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    Chapter 4 Booting from a SAN with ESX Server Systems

    Configuring iSCSI HBAs to Boot from a SAN

    ThissectiondiscusseshowtoconfigureaQLogiciSCSIHBAforbootingfromaSAN.

    OnasystemsetuptobootfromaSAN:

    ThesystemBIOSmustdesignatetheiSCSIcardasthebootcontroller.

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    TheBIOSmustbeenabledontheiSCSIHBAtolocatethetargetbootLUN.

    To enable the QLogic iSCSI HBA to Boot from a SAN

    1 DuringserverPOST,pressCrtl+qtoentertheQLogiciSCSIHBAconfiguration

    menu.

    2 SelecttheI/Oporttoconfigure.

    Bydefault,theAdapterBootmodeissettoDisable.

    3 ConfiguretheHBA.

    a FromtheFast!UTILOptionsmenu,selectConfiguration

    Settings>Host

    AdapterSettings.

    b Configurethefollowingsettingsforyourhostadapter:initiatorIP address,

    subnetmask,gateway,initiatoriSCSIname,andCHAP(ifrequired).

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    Chapter 4 Booting from a SAN with ESX Server Systems

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    d FromtheiSCSIBootSettingsmenu,selecttheprimarybootdevice.Anauto

    rescanoftheHBAismadetofindnewtargetLUNS.

    e SelecttheiSCSItarget.

    NOTE IfmorethenoneLUNexistswithinthetarget,youcanchooseaspecific

    LUNIDbypressingEnterafteryoulocatetheiSCSIdevice.

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    5\

    Managing ESX Server

    5

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    ThischaptercanhelpyoumanageyourESXServersystem,useSANstorageeffectively,

    andperformtroubleshooting.

    Thischapterdiscussesthefollowingtopics:

    Issuesand

    Solutions

    on

    page 86

    GettingInformationonpage 87

    ResolvingDisplayIssuesonpage 89

    AdvancedLUNDisplayConfigurationonpage 92

    Multipathingonpage 94

    PathFailover

    on

    page 101

    VMkernelConfigurationonpage 102

    AvoidingandResolvingSANProblemsonpage 103

    OptimizingSANStoragePerformanceonpage 103

    ResolvingPerformanceIssuesonpage 108

    SANStorageBackupConsiderationsonpage 113

    LayeredApplicationsonpage 115

    VMFSVolumeResignaturingonpage 117

    Systems That Use SAN

    Storage 5

    iSCSI SAN Configuration Guide

    Issues and Solutions

    Table 51liststheissuesthataremostfrequentlyencounteredandeitherexplainshow

    toresolvethemorpointstothelocationwheretheissueisdiscussed.

    Table 5-1. Issues and Solutions

    Issue Solution

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    Guidelines for Avoiding SAN Problems

    FollowtheseguidelinestoavoidpotentialproblemswithyourSANconfiguration:

    PlaceonlyoneVMFSvolumeoneachLUN.MultipleVMFSvolumesononeLUN

    isnotrecommended.

    Donotchangethepathpolicythesystemsetsforyouunlessyouunderstandthe

    implicationsofmakingsuchachange.Inparticular,workingwithan

    activepassivearrayandsettingthepathpolicytoFixedcanleadtopaththrashing.

    Issue Solution

    ALUNisnotvisibleintheVIClient. SeeResolvingDisplayIssuesonpage 89.

    Understandhowpathfailov