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Dell DX Object Storage – File Gateway Deployment Guide
Page ii
THIS DOCUMENT IS FOR INFORMATIONAL PURPOSES ONLY, AND MAY CONTAIN TYPOGRAPHICAL ERRORS
AND TECHNICAL INACCURACIES. THE CONTENT IS PROVIDED AS IS, WITHOUT EXPRESS OR IMPLIED
WARRANTIES OF ANY KIND.
© 2010 Dell Inc. All rights reserved. Reproduction of this material in any manner whatsoever without
the express written permission of Dell Inc. is strictly forbidden. For more information, contact Dell.
Dell, the DELL logo, and the DELL badge, PowerEdge, and PowerVault are trademarks of Dell Inc.
Microsoft, Windows, Windows Server, and Active Directory are either trademarks or registered
trademarks of Microsoft Corporation in the United States and/or other countries. Other trademarks and
trade names may be used in this document to refer to either the entities claiming the marks and names
or their products. Dell Inc. disclaims any proprietary interest in trademarks and trade names other than
its own.
December 2010

Dell DX Object Storage – File Gateway Deployment Guide
Page 1
Contents
Scope of this Document and Requirements......................................................................... 4
Conventions Used in This Document ................................................................................. 4
Working with Files and Commands................................................................................... 4
Deployment Checklist .................................................................................................. 5
Single-Server, Standalone Authentication, Local Spooler...................................................... 5
Single-Server, Active Directory Member, Local Spooler........................................................ 5
Failover, Standalone Authentication, External Spooler........................................................ 6
Failover, Active Directory Member, External Spooler .......................................................... 6
Site Survey ............................................................................................................... 6
Architecture ............................................................................................................. 7
Standard hardware................................................................................................... 7
Specific CFS Configurations......................................................................................... 7
Single-server Configuration ...................................................................................... 7
Hardware......................................................................................................... 7
Network .......................................................................................................... 8
Failover Configuration ............................................................................................ 8
Hardware......................................................................................................... 8
Network .......................................................................................................... 9
Gateway Protocols................................................................................................10
Other hardware......................................................................................................10
Software ..............................................................................................................10
How it all works together.......................................................................................... 11
Standard DX Object Storage Cluster...........................................................................11
DX Object Storage File Gateway (single-server).............................................................12
DX Object Storage File Gateway (Failover)................................................................... 13
Set up the DX Object Storage Cluster...............................................................................14
Assumptions and Requirements ................................................................................... 14
Configure the Cluster............................................................................................... 14
Set up the CFS Server .................................................................................................16
Assumptions and Requirements ................................................................................... 16
Validate BIOS settings ..............................................................................................16
Create RAID1 Volumes..............................................................................................17

Dell DX Object Storage – File Gateway Deployment Guide
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Install and Configure Red Hat Enterprise Linux ................................................................17
Create the Master Boot Record (MBR) on the Second Drive ............................................... 23
Disable SELinux ......................................................................................................24
Create the YUM Repository and Install Packages...............................................................25
Stop and Disable Services.......................................................................................... 28
Set up the NTP Server ..............................................................................................28
Configure the Network Interfaces for Bonding .................................................................29
Configure the Domain Name Service Resolver.................................................................. 31
Install the CFS Software............................................................................................32
Create the Spooler and Cache File Systems .......................................................................33
Create disk partitions and spooler file systems (Single-server solution) ...................................34
External Spooler File System (Failover solution)............................................................... 35
Configure the MD3200i...........................................................................................35
Configure the Cluster Name Space (CNS) ..........................................................................41
ConfiguretheCFSanditsDXObjectStorageMountPoints ................................................................. 44
Configure Gateway Protocols ........................................................................................46
SMB/CIFS Gateway Service.........................................................................................46
Stand-alone Server (Workgroup Authentication) ............................................................47
Active Directory Domain Member Server .....................................................................51
Edit the krb5 File ..............................................................................................51
Configure the SMB/CIFS Server ..............................................................................52
NFS Gateway Service ............................................................................................... 56
Before Configuring NFS .......................................................................................... 56
Disable IP forwarding..........................................................................................56
Configure NFS to share the CFS mount........................................................................ 56
Configure Share Resources ...........................................................................................56
SMB/CIFS Shared Resource Configuration .......................................................................57
Add a Share (Standalone Server)...............................................................................57
Add a share (Active Directory Domain Member).............................................................59
Remove a Share................................................................................................... 60
NFS Shared Resource Configuration ..............................................................................60
Add an NFSv3 Share Point.......................................................................................61
Remove an NFS Share Point.....................................................................................61
Administrative Maintenance Procedures ...........................................................................61
Starting CFS and CNS ............................................................................................... 61

Dell DX Object Storage – File Gateway Deployment Guide
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Shut Down CFS and CNS ............................................................................................62
Special Considerations for MD3200i Spooler..................................................................63
File Revisions and Dell DX Object Storage File Deletion ...................................................... 63
Dell DX Object Storage Metadata and Policies...............................................................63
Custom Metadata.................................................................................................64
CFS / DX Object Storage Lifecycle Policies .....................................................................65
CFS-Grab ...........................................................................................................66
CFS-Loglevel.......................................................................................................67
Troubleshooting .....................................................................................................67
Appendix A. Temp and Logging Space Configuration.............................................................67
Appendix B. Gateway Protocol Support ............................................................................68
Protocol Gateway Limitations.....................................................................................68
Supported Protocols..............................................................................................68
Access Control Lists ..............................................................................................68
SMB/CIFS Protocol Support ........................................................................................68
Appendix C. NFS Client Guidelines..................................................................................69
APPENDIX D. CFS Failover.............................................................................................70
Configure the Failover CFS Server................................................................................70
Failover to Secondary CFS ......................................................................................... 70

Dell DX Object Storage – File Gateway Deployment Guide
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Scope of this Document and Requirements
This document provides instruction for deploying either a CIFS or NFS gateway solution on the Dell DX
Object Storage platform. Successful deployment enables customers to use a common file system with
which they are comfortable.
The following is required before beginning the deployment:
All DX Object Storage hardware has been racked and cabled.
The Caringo CAStor software has been installed on the Cluster Services Node of the DX Object
Storage system.
The components of the solution are properly networked.
You have all required network information (see Site Survey included in this document).
Conventions Used in This Document
The following fonts and conventions are used in this document to identify required actions and example
text as it appears in the command line interface (CLI).
CLI text that you enter as part of a command or editing a file. (input)
Variable in code
Resulting text as it appears in a command-line interface. (output)
Emphasis in resulting text after a command is entered.
File name, directory name, or variable name
Working with Files and Commands
This document assumes that the reader has a working knowledge of Linux. Running the commands or
navigating the file system can be executed either through a command line interface or navigated
through the X-Windows GUI.
In instances where command line interface is the only option, the document will provide specific
instruction on what you need to type.

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Deployment Checklist
Complete the steps below for the type of CFS solution you are deploying.
Single-Server, Standalone Authentication, Local Spooler
(DX Cluster + 1 CFS, not a member of Active Directory)
Complete the Site Survey
Technical review.
Order placement and delivery.
Rack and cable (power and network) the DX Object Cluster and the CFS Server(s).
Set up the DX Object Cluster.
Set up the CFS Server.
Create disk partitions and spooler file systems.
Configure Cluster Name Space.
Configure the CFS and its DX Object Storage Mount Points.
Configure SMB/CIFS gateway protocols for standalone server, or configure NFS gateway service.
Add a SMB/CIFS or NFS share for standalone server.
Single-Server, Active Directory Member, Local Spooler
(DX Cluster + 1 CFS, member of Active Directory)
Complete the Site Survey
Technical review.
Order placement and delivery.
Rack and cable (power and network) the DX Object Cluster and the CFS Server(s).
Set up the DX Object Cluster.
Set up the CFS Server.
Create disk partitions and spooler file systems.
Configure Cluster Name Space.
Configure the CFS and its DX Object Storage Mount Points.
Configure SMB/CIFS gateway protocols for Active Directory Member Server.
Add a share (Active Directory Domain Member).

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Failover, Standalone Authentication, External Spooler
(DX Cluster + 2 CFS Systems + MD3200i, not a member of Active Directory)
Complete the Site Survey
Technical review.
Order placement and delivery.
Rack and cable (power and network) the DX Object Cluster and the CFS Server(s).
Set up the DX Object Cluster.
Set up the CFS Server.
Configure the External Spooler.
Configure Cluster Name Space.
Configure the CFS and its DX Object Storage Mount Points.
Configure SMB/CIFS gateway protocols for standalone server, or configure NFS gateway service.
Add a SMB/CIFS or NFS share for standalone server.
Configure the Failover CFS Server.
Failover, Active Directory Member, External Spooler
(DX Cluster + 2 CFS Systems + MD3200i, member of Active Directory)
Complete the Site Survey
Technical review.
Order placement and delivery.
Rack and cable (power and network) the DX Object Cluster and the CFS Server(s).
Set up the DX Object Cluster.
Set up the CFS Server.
Configure the External Spooler.
Configure Cluster Name Space.
Configure the CFS and its DX Object Storage Mount Points.
Configure SMB/CIFS gateway protocols for Active Directory Member Server.
Add a share (Active Directory Domain Member).
Configure the Failover CFS Server.
Site Survey
Use the site survey to gather information about the customer site. You will use some of this
information to determine which CFS solution is best for your customer, and much of the information
will be vital to a successful deployment.
DX CFS Site
Survey.docx

Dell DX Object Storage – File Gateway Deployment Guide
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Architecture
The DX Object Storage Gateway Solution is offered in two different types of configurations — single-
server and failover.
Standard hardware
The following briefly describes the standard hardware components of DX Object Storage Gateway
solutions. In most cases, none of these components are yet installed at the customer site.
CFS Server – This server hosts the content file server software that presents the Dell DX Object
Storage system as a standard file system. In single-server solutions, this server also provides a
spool cache on local disk.
Cluster Services Node (CSN) – This node is the head of the DX Object Storage systems and
hosts the services that run on the cluster, such as cluster services, storage services, and
content router (if applicable). It is not used for data storage.
Storage Nodes – These nodes host data that is indirectly written to them by application servers
(via the spool cache). A minimum of two nodes is required, and each data object has at least
one replica.
Shared Storage System – Shared storage is a cache where files are stored before they get
written to the DX Object Storage and also where they can be accessed on subsequent reads, if
locally available. A separate shared storage system, such as the MD3200i is required for failover
solutions. In these types of solutions, if the gateway server fails over to another gateway
server, the common spool cache is still available to either write its data to the storage nodes,
or serve data to clients.
Specific CFS Configurations
CFS configurations front-end a DX Object Storage cluster that has one CSN and at least two storage
nodes. There are two types of CFS configurations offered – single server (no failover) and high
availability (failover). A failover solution is recommended in environments that require high
performance and/or have large file system configurations.
Single-server Configuration
The minimal CFS configuration is a single CFS server the uses internal storage for storing the spooled
data and namespace. This configuration is recommended when CFS failover is not required and when
the spooled data and namespace capacity requirements are less than 1TB.
Hardware
(1) PowerEdge R410 server
oChassis: Up to four Hot-Plug Hard Drives, LCD diagnostics
oProcessor(s): 2 x E5620, 2.4GHz 12M Cache, Turbo, HT, 1066MHz Max Mem
oMemory Configuration: 24GB Memory (6x4GB), 1066MHz Dual Ranked RDIMMs for
Processors, Optimized
oHDD Configuration: RAID1/RAID1 hard drive configuration
oHard Drives:
(2) 500GB 7.2K RPM Near-Line SAS 3.5in HDD for OS and application
(2) 1TB 7.2K RPM Near-Line SAS 3.5in HDD for spooled data and namespace
oPrimary Controller: SAS 6.iR SAS internal RAID adapter for Hot Plug Configuration, PCI-
Express

Dell DX Object Storage – File Gateway Deployment Guide
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oPSU: 500Watt Redundant power supplies
oEmbedded Management: iDRAC6 Enterprise
oNetwork Adapter: Broadcom NetXtreme II 5709 Gigabit NIC w/TOE & iSOE, Quad Port,
Copper, PCIe-4
oDVD-ROM Drive
oOperating System: RHEL 6 X64 Basic with 3 Year Subscription
Network
The CFS server is configured with one Broadcom dual port BCM 5716 controller and one Broadcom quad
port NetExtreme II 5709 GbE controller for a total of six GbE ports. The recommended network port
allocation for a single CFS configuration is:
Connect NIC ports 0 and 1 to the CIFS/NFS network.
Connect NIC ports 3 thru 5 to the DX Storage Cluster network.
Failover Configuration
The failover configuration allows CFS servers to be deployed in pairs so that if one server fails, the
share can be recovered by the other CFS server to minimize recovery time. In this configuration, the
CFS servers utilize iSCSI storage to store spooled data.
Hardware
This configuration consists of the following hardware:
(2) PowerEdge R410 servers
oChassis: Up to four Hot-Plug Hard Drives, LCD diagnostics
oProcessor(s): 2 x E5620, 2.4GHz 12M Cache, Turbo, HT, 1066MHz Max Mem
oMemory Configuration: 24GB Memory (6x4GB), 1066MHz Dual Ranked RDIMMs for
Processors, Optimized
oHDD Configuration: RAID 1 configuration; internal drives in RAID 1 for OS and
application; spooled data and namespace stored on iSCSI
oPrimary Controller: SAS 6.iR SAS internal RAID adapter for Hot Plug Configuration, PCI-
Express
oHard Drives: (2) 500GB 7.2K RPM Near-Line SAS 3.5in HDD
oPSU: 500Watt Redundant power supplies
oEmbedded Management: iDRAC6 Enterprise

Dell DX Object Storage – File Gateway Deployment Guide
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oNetwork Adapter: Broadcom NetXtreme II 5709 Gigabit NIC w/TOE & iSOE, Quad Port,
Copper, PCIe-4
oDVD-ROM Drive
oOperating System: RHEL 6 X64 Basic with 3 Year Subscription
(1) iSCSI Storage: MD3200i
o Controllers: Single or Dual controller options
o Hard Drives: Up to 12 3.5in HDD with the following HDD options
-500GB near-line SAS 6GB, 7.2K, 3.5in HDD
-300GB SAS 6GB, 15K, 3.5in HDD
-450GB SAS 6GB, 15K, 3.5in HDD
-600GB SAS 6GB, 15K, 3.5in HDD
-2TB near-line SAS 6GB, 7.2K, 3.5in HDD
o HDD Configuration: RAID5
Network
For a failover CFS configuration, the iSCSI storage can be on its own switch isolated from the DX
Storage Cluster or it can be attached to the DX Cluster network. In cases where iSCSI storage is
attached to the DX Cluster network, then ports 2 thru 5 can be shared between the iSCSI storage and
DX Storage Cluster. In this configuration, it is recommended to configure network ports for adaptive
load balancing. Sites that have suitable competence may prefer configuration and management of link
aggregation control protocol in place of adaptive load balancing.
The preferred failover network configuration is identical to that shown for a single-server CFS
configuration (above), except that iSCSI traffic will share the four NIC ports that go to the private DX
Storage network. If a site wishes to use pre-existing iSCSI storage that is available on its own VLAN,
then the recommended network port allocation is:
Connect NIC ports 0 and 1 to the CIFS/NFS network.
Connect NIC ports 2 and 3 to the DX Storage Cluster network.
Connect NIC ports 4 and 5 to the iSCSI Storage network.

Dell DX Object Storage – File Gateway Deployment Guide
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Gateway Protocols
The CFS can be configured for NFS or SMB/CIFS gateways. For SMB/CIFS, users and groups can access
the system through standalone authentication, or if Active Directory Services exists, users and groups
can be authenticated through the existing ADS structure. For NFS, Dell supports version 3 only; it does
not support version 4.
Other hardware
The following briefly describes the hardware components that are required to work as part of DX
Object Storage Gateway solutions. They may already be present in the customer environment, or
ordered as part of the solution.
Network Switch(es) – Configuring the solution requires extensive knowledge of how the
customer uses switches to segment VLANs. Some customers may run each VLAN through a
separate switch, and some may segment a switch for multiple VLANs.
Application Server(s) – These servers write data to the spool cache storage in the Gateway
solution. In a non-gateway DX Object Storage solution, they write directly to the storage nodes.
Domain Controller – This server manages logins, authentication, groups and permissions.
Domain controller information is an essential part of setting up a gateway solution.
Software
The following briefly describes the standard software components for DX Object Storage Gateway
solutions.
Red Hat Enterprise Linux – This is the operating system that resides on the Cluster Services
Node and the CFS Server. Different versions may run on the CFS Server and the CSN. See the
interoperability matrix for information about versions.
CFS – This is the software on the CFS Server that presents Dell DX Object Storage to clients as a
common file system.
Cluster Services – These services reside on the CSN and enable you to configure the CSN,
define user access, set parameters for backup and restore, and define SCSP Proxy settings.
Content Storage – These services reside on the CSN and enable you to define properties,
licensing, and user access for the whole cluster.
Content Router – These services provide replication of content between remote clusters and
enumeration of DX Object Storage content for other purposes like search indexing or virus
scanning. Content Router is not required if the cluster is not replicating to a remote cluster.

Dell DX Object Storage – File Gateway Deployment Guide
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How it all works together
The data flow in a DX Object Storage File Gateway depends on the type of configuration. The following
examples show, a standard DX Object Storage cluster (for reference purposes), a DX Object Storage
cluster with a single-server gateway, and a DX Object Storage cluster with a failover gateway.
Standard DX Object Storage Cluster
In a basic, standalone DX Object Storage cluster (see Figure 1), an application server writes a data
object directly to a storage node, and the Cluster Services on the CSN refers to its configuration
settings and then tells the object how many times it must replicate.
Figure 1. Standalone DX Object Storage Cluster
Storage Node
Application Server
Write
Replicate
Storage Node
Cluster Services Node
Cluster Services
Storage Services

Dell DX Object Storage – File Gateway Deployment Guide
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DX Object Storage File Gateway (single-server)
In a DX Object Storage File Gateway, data objects are written to a CFS server before being written to a
Storage Node. In this configuration, the application server and clients are actually viewing objects as
they reside in the spool cache of the CFS server. These objects are presented to the end user as part of
a file system.
Figure 2. DX Object Storage File Gateway (single-server)

Dell DX Object Storage – File Gateway Deployment Guide
Page 13
DX Object Storage File Gateway (Failover)
A failover configuration (see Figure 3) provides two CFS servers and a separate dedicated spool/cache.
This configuration provides continuous service on the gateway, as long as the cluster and the shared
storage are running.
Figure 3. DX Object Storage File Gateway (Failover)
Storage Node
Application Server
Replicate
Storage Node
Cluster Services Node
CFS Server (Failover)
Cluster Services
Storage Services
CFS Server (Primary)
Shared Storage (Spool/Cache)

Dell DX Object Storage – File Gateway Deployment Guide
Page 14
Set up the DX Object Storage Cluster
This section includes the steps for setting up and activating the DX Object Storage Cluster.
BEFORE YOU BEGIN: Did you complete the Site Survey?
Assumptions and Requirements
Red Hat Enterprise Linux version 5 or later is factory-installed on the CSN.
You have racked the cluster hardware.
The CSN has been properly cabled to the external network and the storage nodes in the
cluster.
You have a DNS server that the cluster will belong to. (see Site Survey)
You have an IP address that you can assign to the CSN. (see Site Survey)
You have an IP address that you can assign to the cluster. (see Site Survey)
You have a license key for the Caringo software.
Configure the Cluster
1. Ensure that all storage nodes in the cluster are powered off.
2. Power on the CSN and log on.
3. Copy the bundle file to any directory on the CSN.
This file may be available on your installation media, or it can be downloaded from iDrive or
support.dell.com.
4. Open a terminal window and use the cd command to navigate to the directory that contains the
file.
5. Unzip the file.
unzip nameofbundlefil
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6. Install the bundle.
# cd bundle
# ./caringo-csn-bundle-install.sh
Installation begins for CSN and its dependent packages.
7. When the installation completes, answer Yes to configure the CSN.
8. Answer Yes when asked if this is the primary CSN.
NOTE: Only a single primary CSN can be configured on the internal network. Having more than
one primary CSN can create conflicts with both DHCP and DX Storage netboot configuration. The
primary CSN must be configured prior to configuration of a secondary CSN. DHCP is not started on
the secondary CSN.

Dell DX Object Storage – File Gateway Deployment Guide
Page 15
9. Complete the following network information as prompted. (see the Site Survey)
External IP address for the CSN.
External IP address for the cluster.
Subnet mask.
IP address for the customer’s external gateway.
Internal network interface.
NOTE: This network is a direct line to the cluster and should be separate from public and
gateway networks.
IP addresses for external name servers.
IP addresses for external time servers.
Storage Cluster Name
10. Confirm the values are correct and select Yes.
The CSN immediately reboots and initializes all services. When the CSN comes back up all network
services will be configured and available including SNMP, syslog, DHCP, DNS, NTP, and firewall.
Additionally, the CSN Console will be available, the SCSP Proxy will be configured and started and
the DX Content Router Publisher will be configured and started.
11. On the CSN, open the Mozilla Firefox browser (icon located at top of screen) and go to
http://localhost:8090.
12. Enter the User name and Password.
13. Click the Content Storage tab, and then click the Licensing tab.
14. Click Add License Key.
15. Enter the license key and click Publish.
16. Boot the Storage Nodes, allowing about a minute between booting each node.
17. From the Content Storage tab click View Storage Console.
18. Refresh (F5) occasionally to see the storage nodes come online.
NEXT STEP: Set up the CFS Server

Dell DX Object Storage – File Gateway Deployment Guide
Page 16
Set up the CFS Server
BEFORE YOU BEGIN: Did you Set up the DX Object Storage Cluste
r
?
NOTE: Make sure there is a DNS entry for the CIFS/NFS interface of the server. In the case the site
does not have a DNS server, make sure that hostname is resolvable to the CIFS/NFS interface IP
address from the /etc/hosts file. This section includes the steps for setting up and activating the CFS
Server. The procedures should be performed in the following order:
Create RAID volumes on the CFS
Initiate and configure the operating system.
Verify the necessary BIOS Settings
Disable SELinux
Create the YUM Repository
Configure the Network Interfaces for Bonding
Configure the Domain Name Server Resolver
Set up the NTP Server
Install the CFS Software
Stop Gateway Server Services
Assumptions and Requirements
Red Hat Enterprise Linux version 6 or later is factory-installed on the CFS system.
You have configured the CSN, and the cluster is up and running.
IMPORTANT: Before you begin the installation, ensure that you have the following network
information:
Ethernet port addresses
Gateway address
Domain Name Server address
Validate BIOS settings
For the CFS server to function, several options must be set in the BIOS <F2>:
All processors and cores enabled
SATA ports A and B set to Automatic
In the Integrated Devices category, Gb NICs enabled (not with PXE)

Dell DX Object Storage – File Gateway Deployment Guide
Page 17
Create RAID1 Volumes
BEFORE YOU BEGIN:
Did you Validate BIOS settings
Before installing the operating system, you need to create two RAID1 arrays. One array will used for
the operating system, and the other will be used for a data spool cache.
1. Power on the system.
2. During the boot process, press <Crtl>+<C> when prompted to open the SAS IR configuration tool.
3. Press <Enter> at the SAS6 IR prompt.
4. Select RAID Properties.
5. Select Create R1 Volume.
6. Move the cursor to RAID Disk and toggle to Yes for slot 0 and slot 1.
7. Select C to create the array.
8. Save the changes and exit.
9. Repeat the steps to create the second RAID array.
10. Save and exit the RAID Array tool.
NEXT STEP: Install and Configure Red Hat Enterprise Linux
Install and Configure Red Hat Enterprise Linux
BEFORE YOU BEGIN:
Did you Create RAID1 Volumes?
The CFS server comes with Red Hat Linux factory-installed. Before powering on the system, ensure that
you have an external connection.
1. Insert the Red Hat Enterprise Linux version 6 media.
2. Power on the system and press <F11> to enter boot menu, and select Optical Drive.
3. When the first Red Hat screen appears, click Next.
4. Select the installation language and click Next.
5. Select the appropriate keyboard and click Next.
6. Select Basic Storage Devices as the type that will be part of your installation and click Next.
7. When a warning screen appears stating that the device may need to be initialized, click Re-
initialize all.

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c
ked and MT
U
a
ge 18
U
is