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Novell Dynamic File Services 2.2 Installation guide

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Installation Guide
Dynamic File Services 2.1
June 11, 2012
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4 Dynamic File Services 2.1 Installation Guide
Contents 5
Contents
About This Guide 9
1 What’s New for the Dynamic File Services Installation and Upgrade 11
1.1 What’s New for Dynamic File Services 2.1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
1.1.1 Upgrade Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
1.1.2 Microsoft .NET 4.0.2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12
1.1.3 Registration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
1.1.4 Administration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12
1.1.5 Retention Pair Reviewers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12
1.1.6 Policy File Types Configuration File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12
1.1.7 Policy Database. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12
1.1.8 Cloud Accounts Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
1.1.9 Cloud Events for Notification and Audit. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13
1.1.10 Encryption for Storing Notification Credentials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
1.1.11 SSL Certificate in a Cluster . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13
1.1.12 Pair Check Utility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13
1.2 What’s New for Dynamic File Services 2.0 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
1.2.1 Data Location. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13
1.2.2 Product Evaluation and License Key Registration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
1.2.3 Policy Schedules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
1.2.4 Notification Events. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15
1.3 What’s Next . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
2 Planning the Installation 17
2.1 Supported Platforms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17
2.1.1 Windows Servers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
2.1.2 Windows Workstations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .18
2.2 Supported Storage. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .18
2.2.1 File Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .18
2.2.2 Local Storage. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19
2.2.3 Remote Storage. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19
2.2.4 Cloud Storage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19
2.3 Software Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20
2.4 Server Configuration Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20
2.4.1 SMB. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
2.4.2 UTF-8. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20
2.5 Rights Needed for Installation in Active Directory Environments. . . . . . . . . . . . . . . . . . . . . . . . . . . .20
2.6 Installation Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
2.7 Destination Location for the Dynamic File Services Software and Program Data. . . . . . . . . . . . . . .21
2.8 Evaluation Mode and License Key. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21
2.9 Checking for Issues in the Readme. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
2.10 Silent Install Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
2.11 Cluster Install Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
3 Installing and Setting Up Dynamic File Services 23
3.1 Installing Dynamic File Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .23
3.2 Setting Up Administrators for Pair and Policy Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25
3.3 Getting Started. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25
6 Contents
3.3.1 Configuring Network and Remote Shares. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
3.3.2 Connecting to a Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .26
3.3.3 Creating the First Pair and Policy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .26
3.3.4 Creating More Pairs and Policies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .26
3.3.5 Running Policies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
3.3.6 Accessing Files on a Standard Pair. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27
3.4 Additional Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
3.5 What’s Next . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
4 Installing, Setting Up, and Using Dynamic File Services in a Windows Cluster 29
4.1 Planning the Installation in a Windows Cluster . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .29
4.1.1 Windows Cluster . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
4.1.2 Shared Disks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31
4.1.3 Destination Folder for Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .32
4.1.4 Active Directory Domain . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .32
4.1.5 Dynamic File Services License Key. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
4.1.6 Dynamic File Services SSL Certificates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33
4.1.7 Cluster-Managed Network Shares. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
4.1.8 Dynamic File Service. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
4.1.9 Dynamic File Service Cluster Resource . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33
4.1.10 Dynamic File Service Dependencies. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .34
4.2 Sample Values for the Cluster Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
4.3 Installing and Setting Up Dynamic File Services in a Windows Server 2008 Cluster . . . . . . . . . . . . 36
4.3.1 Setting Up a Cluster Resource for the Installation Destination Folder’s Shared Disk . . . . . 37
4.3.2 Installing and Setting Up Dynamic File Services on Node1. . . . . . . . . . . . . . . . . . . . . . . . .38
4.3.3 Adding the Dynamic File Service, Shares, and Shared Disks to the Cluster
Resource . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .39
4.3.4 Moving the Cluster Resource from Node1 to Node2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .42
4.3.5 Installing and Setting Up Dynamic File Services on Node2. . . . . . . . . . . . . . . . . . . . . . . . .43
4.4 Installing and Setting Up Dynamic File Services in a Windows Server 2003 Cluster . . . . . . . . . . . . 43
4.4.1 Setting Up a Cluster Group and Resource for the Installation Destination Folder’s
Shared Disk. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
4.4.2 Installing and Setting Up Dynamic File Services on Node1. . . . . . . . . . . . . . . . . . . . . . . . .45
4.4.3 Adding the Dynamic File Service, Shares, and Shared Disks to the Cluster Group . . . . . . 46
4.4.4 Moving the Cluster Resource from Node1 to Node2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .49
4.4.5 Installing and Setting Up Dynamic File Services on Node2. . . . . . . . . . . . . . . . . . . . . . . . .49
4.5 Creating Pairs and Policies in a Cluster. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
4.6 Using Dynamic File Services in a Windows Cluster. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
4.6.1 Dynamic File Services Management Console. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
4.6.2 Dynamic File Service Controller . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .51
4.6.3 Dynamic File Service and Executable Files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .51
4.6.4 Moving the Dynamic File Service Cluster Resource Between Nodes . . . . . . . . . . . . . . . . .51
4.7 Additional Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
5 Upgrading to Dynamic File Services 2.1 53
5.1 Supported Upgrade Paths . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
5.1.1 Upgrading to Version 2.1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .53
5.1.2 Upgrading to Version 2.0. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .54
5.2 Planning for the Upgrade. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .54
5.2.1 Administrator Permissions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .54
5.2.2 Stopping the Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .54
5.3 Upgrading Dynamic File Services with the InstallShield Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . .55
5.4 Post-Upgrade Changes and Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
5.4.1 After Upgrading from Version 2.0 to 2.1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .55
5.4.2 After Upgrading from Version 1.6 to 2.0 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .57
Contents 7
6 Upgrading to Dynamic File Services 2.1 in a Windows Cluster 59
6.1 Planning the Upgrade in a Windows Cluster . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
6.1.1 Quiescing the Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
6.1.2 Windows Cluster . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
6.1.3 Active Directory Domain . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .60
6.2 Upgrading Dynamic File Services in a Cluster. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
6.2.1 Upgrading Dynamic File Services on Node1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .60
6.2.2 Moving the Shared Drive from Node1 to Node2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .61
6.2.3 Upgrading Dynamic File Services on Node2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .61
7 FAQs and Troubleshooting Install and Uninstall Issues 63
7.1 Error 1923 Occurs During a Reinstallation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .63
A Silent Install Options for Dynamic File Services 65
A.1 InstallShield Silent Install Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .65
A.2 Creating the Silent Install Answer File for Dynamic File Services . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
A.3 Silently Installing Dynamic File Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .66
B Using the Uninstall Tool to Modify, Repair, or Remove Dynamic File Services 67
B.1 Prerequisites for Modifying, Repairing, or Removing Dynamic File Services Software. . . . . . . . . . .67
B.2 Modifying Dynamic File Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
B.3 Repairing Dynamic File Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .68
B.4 Removing Dynamic File Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .68
B.4.1 Planning to Uninstall Dynamic File Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
B.4.2 Uninstalling Dynamic File Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
C Using the Uninstall Tool to Modify, Repair, or Remove Dynamic File Services in
a Windows Cluster 71
C.1 Prerequisites for Modifying, Repairing, or Removing Dynamic File Services Software. . . . . . . . . . . 71
C.2 Modifying Dynamic File Services in a Cluster . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
C.3 Repairing Dynamic File Services in a Cluster . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
C.4 Removing Dynamic File Services in a Cluster . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .73
C.4.1 Planning to Uninstall Dynamic File Services in a Cluster . . . . . . . . . . . . . . . . . . . . . . . . . .74
C.4.2 Uninstalling Dynamic File Services in a Cluster . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
D Dynamic File Services Components 75
8 Dynamic File Services 2.1 Installation Guide
About This Guide 9
About This Guide
ThisguidedescribestheinstallationrequirementsandhowtoinstallorupdateNovellDynamicFile
Services(DynamicFS)2.1softwareinaMicrosoftWindowsWorkgrouporActiveDirectoryDomain
environment.
Chapter 1,“What’sNewfortheDynamicFileServicesInstallationandUpgrade,”onpage 11
Chapter 2,“PlanningtheInstallation,”onpage 17
Chapter 3,“Installingand
SettingUpDynamicFileServices,”onpage 23
Chapter 4,“Installing,SettingUp,andUsingDynamicFileServicesinaWindowsCluster,”on
page 29
Chapter 5,“UpgradingtoDynamicFileServices2.1,”onpage 53
Chapter 6,“UpgradingtoDynamicFileServices2.1inaWindowsCluster,”onpage 59
Chapter 7,“FAQsandTroubleshootingInstalland
UninstallIssues,”onpage 63
Appendix A,“SilentInstallOptionsforDynamicFileServices,”onpage 65
Appendix B,“UsingtheUninstallTooltoModify,Repair,orRemoveDynamicFileServices,”on
page 67
Appendix C,“UsingtheUninstallTooltoModify,Repair,orRemoveDynamicFileServicesina
WindowsCluster,”onpage 71
Appendix D,“DynamicFile
ServicesComponents,”onpage 75
Audience
Thisguideisdesignedtohelpstoragesolutionsadministratorsinstall,update,modify,repair,or
uninstallNovellDynamicFileServices.
Feedback
Wewanttohearyourcommentsandsuggestionsaboutthismanualand theotherdocumentation
includedwiththisproduct.PleaseusetheUserCommentsfeatureatthebottomofeachpageofthe
onlinedocumentation.
Documentation Updates
ForthemostrecentversionoftheNovellDynamicFileServicesInstallationGuide,visittheDynamicFile
ServicesdocumentationWebsite(http://www.novell.com/documentation/dynamic_file_services/).
Additional Documentation
AdditionaldocumentationisavailableontheDynamicFileServicesdocumentationWebsite(http://
www.novell.com/documentation/dynamic_file_services/):
Readme
AdministrationGuide
10 Dynamic File Services 2.1 Installation Guide
ClientCommandsandUtilitiesReference
RetentionReviewQuickStart
1
What’s New for the Dynamic File Services Installation and Upgrade 11
1
What’s New for the Dynamic File
Services Installation and Upgrade
ThissectiondescribesthenewfeaturesandchangesfortheinstallationofNovellDynamicFile
Services(DynamicFS).
Section 1.1,“What’sNewforDynamicFileServices2.1,”onpage 11
Section 1.2,“What’sNewforDynamicFileServices2.0,”onpage 13
Section 1.3,“What’sNext,”onpage 15
1.1 What’s New for Dynamic File Services 2.1
Inadditiontobugfixes,NovellDynamicFileServices2.1providesthefollowingenhancementsand
changesforinstallationandupgrade:
Section 1.1.1,“UpgradeSupport,”onpage 11
Section 1.1.2,“Microsoft.NET4.0.2,”onpage 12
Section 1.1.3,“Registration,”onpage 12
Section 1.1.4,“Administration,”onpage 12
Section 1.1.5,“RetentionPairReviewers,”onpage 12
Section 1.1.6,“PolicyFileTypesConfigurationFile,”
onpage 12
Section 1.1.7,“PolicyDatabase,”onpage 12
Section 1.1.8,“CloudAccountsDatabase,”onpage 13
Section 1.1.9,“CloudEventsforNotificationandAudit,”onpage 13
Section 1.1.10,“EncryptionforStoringNotificationCredentials,”onpage 13
Section 1.1.11,“SSLCertificateinaCluster,”onpage 13
Section 1.1.12,“PairCheckUtility,”onpage 13
1.1.1 Upgrade Support
Youcanperformanin‐placeupgradefromDynamicFileServices2.0toDynamicFileServices2.1.A
computerrestartisrequired.Forinformation,seeChapter 5,“UpgradingtoDynamicFileServices
2.1,”onpage 53.
Acomputerrestartisnotrequiredifyouuninstalltheoldproduct(makingsuretokeepthe
existing
programdatafiles),theninstallthenewproduct. Theretaineddatabasesandconfigurationfilesare
updatedtothenewformatduringthereinstallation.Afterthereinstallation,youmustregistera
12 Dynamic File Services 2.1 Installation Guide
licensekey,andperformtheverificationtasks describedinSection 5.4,“Post‐UpgradeChangesand
Tasks,”onpage 55.Forinformationaboutuninstallingtheproduct,seeAppendix B,“Usingthe
UninstallTooltoModify,Repair,orRemoveDynamicFileServices,”onpage 67.
1.1.2 Microsoft .NET 4.0.2
DynamicFileServices2.1requiresMicrosoft.NET4.0.2tobeinstalledbeforetheproductcanbe
installedorupgraded.Forinformation,seeSection 2.3,“SoftwareRequirements,”onpage 20.
1.1.3 Registration
DynamicFileServices2.1requiresaRegistrationLicenseKey.Forinformation,see“Registeringthe
LicenseKey”intheDynamicFileServices2.1AdministrationGuide.
Inacluster,youaddtheWindowsRegistryentryforDynamicFileServicessetuptothecluster
resourcesothattheService’sInstallIDvaluecanbe
usedtodecryptthelicensefilefromanyactive
node.Forinformation,seeSection 4.1.5,“DynamicFileServicesLicenseKey,”onpage 33.
1.1.4 Administration
TheuserwhoinstallsDynamicFileServicesisautomaticallyaddedtothe
Dynamic File Services
group.Thisallowstheusertocreateandmanagepairs,policies,schedules,andcloudaccounts.
Otherusernamescanbeaddedtothegroupaftertheinstallationiscompleted.Forinformation,see
“ConfiguringAdministratorsforPairManagement”intheDynamicFileServices2.1Administration
Guide
1.1.5 Retention Pair Reviewers
DynamicFileServices2.1allowsreviewerstobespecifiedseparatelyforeachretentionpair.When
youupgradetoversion2.1,the
Dynamic File Services Retention Review
groupisautomatically
addedtotheReviewerslistforeachretentionpair.Otherusersandgroupscanbeaddedtothe
Reviewerslistaftertheupgradeiscompleted.Forinformation,see“ConfiguringReviewersfora
RetentionPair”intheDynamicFileServices2.1AdministrationGuide.
1.1.6 Policy File Types Configuration File
Newfiletypedefinitionshavebeenaddedtothe
C:\Program Files\Dynamic File
Services\DswFileTypes.cfg
file.Whenyouupgradetoversion2.1,theoldfileissavedas
DswFileTypes_v2.0.cfg
.Ifyoupersonalizedthefiletypedefinitions,youshouldmergeyour
additionsorchangesinthenewfileaftertheupgradeiscompleted.
1.1.7 Policy Database
Thepolicydatabasedefinitionsandassociationsarenowmanagedinasingledatabasefile.The
defaultlocationis:
C:\ProgramData\Dynamic File Services\Policies\DswPolicyDatabase_v2.xml
Whenyouupgradetoversion2.1,yourexistingpolicydatabasefilesareconsolidatedintothissingle
file.Anypoliciessavedinthe
Snapshots
folderarealsoconvertedtothenewdatabaseform at.
What’s New for the Dynamic File Services Installation and Upgrade 13
1.1.8 Cloud Accounts Database
Thecloudengineexecutespolicytaskstomovefilesinaretentionpairfromtheprimarypathtothe
secondarypaththatresidesinacloud‐basedstoragelocation.Thecloudaccountsdatabaseisstored
inthe
C:\ProgramData\Dynamic File Services\Clouds
folder.
1.1.9 Cloud Events for Notification and Audit
DynamicFileServices2.1providesCloudeventsfornotificationandaudittracking.Ifyouupgrade
fromanearlierversion,theseeventsaredeselectedbydefault.Afteranupgrade,youcanusethe
AuditConf igurationtoolandNotificationConfigurationtooltoenabletheseevents.Forinformation,
see“ConfiguringAuditTrackingEvents”
and“ConfiguringtheNotificationService”intheDynamic
FileServices2.1AdministrationGuide.
1.1.10 Encryption for Storing Notification Credentials
TheDynamicFileServices2.1NotificationServicehaschangedtheencryptionofemailandTwitter
accountcredentials.Whenyouupgradetoversion2.1,thecredentialsaredecrypted,thenre‐
encrypted.Afteranupgrade,youshouldverifythatyournotificationsetupforemailandTwitter
accountsareworkingasexpected.Forinformation,
seeSection 5.4,“Post‐UpgradeChangesand
Tasks,”onpage 55.
1.1.11 SSL Certificate in a Cluster
Inacluster,youaddtheWindowsRegistryentryforDynamicFileServicessetuptothecluster
resourcesothattheService’sSSLcertificatecanbeusedfromanyactivenode.Previously,theSSL
certificatewasserver‐centricinacluster.Forinformation,seeSection 4.1.6,“DynamicFileServices
SSLCertificates,”on
page 33.
1.1.12 Pair Check Utility
TheSyncPairutilityhasbeenrenamedasthePairCheckutility.Forinformation,see“DynamicFile
ServicesPairCheckUtility”intheDynamicFileServices2.1ClientCommandsandUtilitiesReference.
1.2 What’s New for Dynamic File Services 2.0
DynamicFileServices2.0providesthefollowingchangesforinstallationorupgrade:
Section 1.2.1,“DataLocation,”onpage 13
Section 1.2.2,“ProductEvaluationandLicenseKeyRegistration,”onpage 14
Section 1.2.3,“PolicySchedules,”onpage 14
Section 1.2.4,“NotificationEvents,”onpage 15
1.2.1 Data Location
DynamicFileServices2.0storesprogramsoftwareandthedatafilesitcreatesinthefollowing
locationsbydefaultwhenyouacceptthedefaultinstalllocation:
14 Dynamic File Services 2.1 Installation Guide
Thefollowingdatafoldersandtheircontentsarenowsetupinthe
C:\ProgramData\Dynamic File
Services
folder:
audit
LocalDrives
Pairs
Policies
Schedules
SnapShot
Forupgradestoversion2.0fromearlierreleases,ifthesoftwareiscurrentlyinstalledinthedefault
locationof
C:\Program Files\Dynamic File Services
,theprogramdatafilesandauditlogfiles
areautomaticallyrelocatedtothe
C:\ProgramData\Dynamic File Services
folder.
YoucanusetheCustomoptionduringtheinstalltospecifyadifferentlocationfortheinstallation.
Boththeprogramfilesandprogramdataarestoredinthecustomlocation.Ifyouareinstalling
DynamicFileServicesinacluster,youusetheCustomoptiontospecifytheshareddisk
asthetarget
locationduringtheinstallation.
1.2.2 Product Evaluation and License Key Registration
DynamicFileServices2.0isinstalledinevaluationmode.Mostproductfeatureswillfunction
normally.However,youarelimitedtoonepairandonepolicyatatimeuntilakeyisregisteredon
thesystem.Youmust registerakeyoneachcomputerwheretheServicecomponentisinstalled.
You
canobtainalicensekeyfromtheNovellCustomerCenter(http://www.novell.com/
customercenter/).Thelicensekeycodeisdeliveredinan
.html
filethatisnamedwithaglobally
uniqueID(GUID).
Youcanenterali censekeyatanytimeafteryouinstallDynamicFileServices.Afterasuccessfulkey
registration,allfeaturesoftheproductareimmediately available.Youdonotneedtoreinstallthe
product.Thepolicyandpair
createdduringevaluationremainineffect,asdoanyconfiguration
settingsyouhavemadetotheService.
Forinformationaboutregisteringalicensekey,see“RegisteringtheLicenseKey”intheDynamicFile
Services2.1AdministrationGuide.
1.2.3 Policy Schedules
DynamicFileServices2.0separatestheSchedulefunctionfromthepolicy.Ifyouupgrade toversion
2.0fromanearlierversion,theexistingpolicies’schedulesareautomaticallycreatedandassociated
withtheiroriginalpolicies.Apolicycanhaveonlyonescheduleatatimeassociatedwithit.
Forinformationaboutcreating
schedules,see“CreatingandManagingPolicySchedules”inthe
DynamicFileServices2.1AdministrationGuide.
Default Location Description
C:\Program Files\Dynamic File Services
Program software, configuration files, log files, and
documentation
C:\ProgramData\Dynamic File Services
Program data files and audit log files
What’s New for the Dynamic File Services Installation and Upgrade 15
1.2.4 Notification Events
DynamicFileServices2.0allowsyoutosetNotificationeventsforeachconfiguredemailaddressand
Twitteraccount.Previously,eventswereset globally.Ifyouupgradefromanearlierversion,each
userisautomaticallysettoreceiveallevents.Forinformationaboutconfiguringeventsforeach
recipient,see“Configuringthe
NotificationService”intheDynamicFileServices2.1Administration
Guide.
1.3 What’s Next
Forinformationaboutcurrentinstallationrequirements,seeChapter 2,“PlanningtheInstallation,”
onpage 17.
16 Dynamic File Services 2.1 Installation Guide
2
Planning the Installation 17
2
Planning the Installation
BeforeyouinstallNovellDynamicFileServices(DynamicFS),ensurethatyouunderstandthe
supportedconfigurationsandinstallationrequirementsdescribedinthissection.
IMPORTANT:Forgeneralplanninginformation,see“PlanningforPairsandPolicies”inthe
DynamicFileServices2.1AdministrationGuide.
Forinformationaboutinstalli nginWindowsclusters,alsoseeSection 4.1,“PlanningtheInstallation
inaWindowsCluster,”onpage 29.
Section 2.1,“SupportedPlatforms,”onpage 17
Section 2.2,“SupportedStorage,”onpage 18
Section 2.3,“SoftwareRequirements,”onpage 20
Section 2.4,“ServerConfigurationRequirements,”onpage 20
Section 2.5,“RightsNeededforInstallationinActiveDirectoryEnvironments,”onpage 20
Section 2.6,“InstallationFiles,”onpage 21
Section 2.7,“DestinationLocationfortheDynamicFile
ServicesSoftwareandProgramData,”
onpage 21
Section 2.8,“EvaluationModeandLicenseKey,”onpage 21
Section 2.9,“CheckingforIssuesintheReadme,”onpage 22
Section 2.10,“SilentInstallOptions,”onpage 22
Section 2.11,“ClusterInstallRequirements,”onpage 22
2.1 Supported Platforms
DynamicFileServicesprovidesaManagementcomponentandaServicecomponenttobeinstalled.
TheServicecomponentinstallsthemainServiceengineandutilities.TheManagementcomponent
installsthemanagementtools.
Section 2.1.1,“WindowsServers,”onpage 18
Section 2.1.2,“WindowsWorkstations,”onpage 18
18 Dynamic File Services 2.1 Installation Guide
2.1.1 Windows Servers
YoucaninstalltheServiceandManagementcomponentsofDynamicFileServicesonyourWindows
serversinaWorkgroupenvironmentoranActiveDirectoryenvironment.
DynamicFileServicessupportsboth32‐bitand64‐bitarchitecturesforthefollowingMicrosoft
WindowsServeroperatingsystemswiththelatestservicepacksandpatches
applied:
WindowsServer2008R2
WindowsServer2008ServicePack2orlater
WindowsServer2003R2
WindowsServer2003ServicePack2orlater
2.1.2 Windows Workstations
YoucaninstalltheManagementcomponentofDynamicFileServicesonaWindowsworkstation.
Thisallowsyoutoremotelymanagepairs andpoliciesonDynamicFSserversinthesamedomain.
DynamicFSsupportsboth32‐bitand64‐bitarchitecturesforthefollowingWindowsclientoperating
systemswiththelatestservicepacks
andpatchesapplied:
Windows7
WindowsVistaServicePack1orlater
WindowsXPServicePack3orlater
InstallationoftheServicecomponentisnotsupportedonWindowsworkstationsinaproduction
environment.Fortestingpurposes,youcaninstalltheServicecomponentonthesupported
workstations.SomeServicecapabilities,such
asthoserelatedtocreatingandmanagingpairswith
remoteshares,areunlikelytoworkwhentheServiceishostedonaworkstation.
Forinformationaboutconfigura tionrequirementsfortheServiceonWindowsXP,see“Disabling
SimpleFileSharingonWindowsXP”(http://www.novell.com/documentation/
dynamic_file_services/dynamic_readme/data/dynamic_readme.html#bltz17z)intheDynamicFile
Service:Readme(http://www.novell.com/documentation/dynamic_file_services/dynamic_readme/
data/dynamic_readme.html).
2.2 Supported Storage
Section 2.2.1,“FileSystems,”onpage 18
Section 2.2.2,“LocalStorage,”onpage 19
Section 2.2.3,“RemoteStorage,”onpage 19
Section 2.2.4,“CloudStorage,”onpage 19
2.2.1 File Systems
DynamicFileServicessupportstheNTFSfilesystemfortheprimaryandsecondarylocationsin
pairs.
Planning the Installation 19
2.2.2 Local Storage
Devicesthatthesystemconsiderstobenativestoragedevicescanbeusedfortheprimarypathand
secondarypathinapair.ThisincludesFibreChannel,iSCSI,anddirect‐attachedstoragedevices
(internalorexternal).ThedevicesmustbeonlineandavailabletotheDynamicFileServicesserver
whenyou
create,manage,andusethepair.
ForiSCSIdevicesthatarehostedinacloud,werecommendthatthedevicebeusedonlyfor
secondarypaths.
Thenativestoragedevicesusedinapairmusthaveastaticdriveletterassignedsothatthedrive
letterremainsthesamethroughcomputer
restarts.Ifyouplantochangethedriveletters(ormodify
paths),youmustunlinkthepathsbyremovingthepairdefinition,andcreateanewpairthat usesthe
newlocations.
DynamicFileServicesdoesnotsupportusingCDs,DVDs,floppydrives,orflashdrivesinapair.It
also
doesnotsupportusingmappeddrives.
2.2.3 Remote Storage
Remotestorageissupportedforthefollowingpairconfigurations:
StandardPair:Secondarypath.Alocalpathisrequiredfortheprimaryinordertoprovide
mergedaccesstothefiles.
RetentionPair:Primarypathorsecondarypath.
Theremotepathcanbeanetworkshareoneitherofthefollowingtarget
storagelocations.Itisnot
necessaryforDynamicFileServicestoberunningonthetargetlocation.
AnyWindowsServerrunninganoperatingsystemthatissupportedbyDynamicFS
Networkattachedstorageoranetworkfiler(suchasNetAppandEMC)
IMPORTANT:Toavoidpotentialdatalossandconflicts,useonlydedicatedvolumeswhenusing
remotepaths.
AremotesharemustbeonlineandavailabletotheDynamicFileServicesserverwhenyoucreate,
manage,andusethepair.
ForanActiveDirectoryenvironment,theremotesharemustbepublishedinActiveDirectoryand
mustresideinthesamedomain/forestastheDynamicFileServicesserver.
Forinformation,see
“UsingRemoteSharesinanActiveDirectoryDomain”intheDynamicFileServices2.1Administration
Guide.
ForaWorkgroupenvironment,theremotesharemustexistinthesameworkgroupastheDynamic
FileServicesserver.Forinformation,see“UsingRemoteSharesinaWorkgroup”inthe
DynamicFile
Services2.1AdministrationGuide.
2.2.4 Cloud Storage
Cloudstorageissupportedforthesecondarypathinaretentionpair.Forinforma tion,see“Using
CloudStorageastheSecondaryPathinaRetentionPair”intheDynamicFileServices2.1
AdministrationGuide.
20 Dynamic File Services 2.1 Installation Guide
2.3 Software Requirements
ThefollowingsoftwareshouldbeinstalledandworkingproperlybeforeinstallingDynamicFile
Services:
Microsoft.NET4.0.2
If.NETisnotalreadyinstalledonthecomputer,theDynamicFileServicesInstallShieldWizard
automaticallyattemptstoinstallthefollowingMicrosoft.NET4.0download:
http://www.microsoft.com/net/download/version‐4(http://www.microsoft.com/net/download/
version‐4)
AnInternetconnectionisrequired.The
downloadtimevariesbasedonyourconnectionspeed.
Acomputerrestartmightberequiredonsomeplatforms.
IftheInstallShieldWizardisunabletoinstall.NET,thewizardhaltstheinstallationandreturns
anerror.Manuallyinstall.NET,thenstarttheInstallShieldWizardtoinstallDynamicFile
Services.
MicrosoftNetworkSharing
MicrosoftEventLogger
2.4 Server Configuration Requirements
Thefollowingserverconfigurationshouldbesetupandworkingproperlybeforeins tallingDynamic
FileServices:
Section 2.4.1,“SMB,”onpage 20
Section 2.4.2,“UTF‐8,”onpage 20
2.4.1 SMB
DynamicFileservicessupportsSMB2andSMB1.YoushouldusethesameSMBversiononthe
server,clients,andremotefilesystems.
2.4.2 UTF-8
TheserversandfilersusedwithDynamicFileServicesmustbeUnicodecapableandsetupforUTF‐
8(8‐bitUnicodeTransformationFormat)encodingandcharactersets.
2.5 Rights Needed for Installation in Active Directory
Environments
InActiveDirectorydomains,theinstallationmustbedonebyadomainuserthathaslocal
AdministratorprivilegesonthecomputerandActiveDirectoryDomainAdministratorrights.This
allowstheInstallationWizardtosetupa
Dynamic File Services
groupformanagingpairsand
/