Novell Dynamic File Services 2.2 Installation guide

Novell
Brand
Novell
Model
Dynamic File Services 2.2
Category
System management software
Type
Installation guide
www.novell.com/documentation
Installation Guide
Dynamic File Services 2.0
November 11, 2011
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Contents 3
Contents
About This Guide 7
1 What’s New for the Dynamic File Services Installation 9
1.1 What’s New for Dynamic File Services 2.0 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
1.1.1 Data Location. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
1.1.2 Product Evaluation and License Key Registration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
1.1.3 Policy Schedules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
1.1.4 Notification Events. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10
1.2 What’s Next . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
2 Planning the Installation 11
2.1 Supported Platforms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11
2.1.1 Windows Servers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
2.1.2 Windows Workstations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12
2.2 Supported Storage. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
2.2.1 File Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
2.2.2 Local Storage. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
2.2.3 Remote Storage. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13
2.3 Software Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13
2.4 Server Configuration Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
2.4.1 SMB. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
2.4.2 UTF-8. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14
2.5 Rights Needed for Installation in Active Directory Environments. . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
2.6 Installation Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
2.7 Destination Location for the Dynamic File Services Software and Program Data. . . . . . . . . . . . . . .15
2.8 Checking for Issues in the Readme. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15
2.9 Silent Install Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15
2.10 Cluster Install Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15
3 Installing and Setting Up Dynamic File Services 17
3.1 Installing Dynamic File Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17
3.2 Setting Up Administrators for Pair and Policy Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19
3.3 Getting Started. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
3.3.1 Configuring Network and Remote Shares . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20
3.3.2 Connecting to a Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20
3.3.3 Creating the First Pair and Policy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20
3.3.4 Creating More Pairs and Policies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21
3.3.5 Running Policies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
3.3.6 Accessing Files on a Standard Pair. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21
3.4 Additional Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
3.5 What’s Next . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
4 Installing, Setting Up, and Using Dynamic File Services in a Windows Cluster 23
4.1 Planning the Installation in a Windows Cluster . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
4.1.1 Windows Cluster . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
4.1.2 Shared Disks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .24
4 Contents
4.1.3 Destination Folder for Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .24
4.1.4 Active Directory Domain . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .24
4.1.5 Dynamic File Services SSL Certificates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .24
4.1.6 Cluster-Managed Network Shares. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
4.1.7 Dynamic File Service. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
4.1.8 Dynamic File Service Cluster Resource . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
4.1.9 Dynamic File Service Dependencies. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
4.2 Installing and Setting Up Dynamic File Services in a Cluster. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .26
4.2.1 Installing and Setting Up Dynamic File Services on Node1. . . . . . . . . . . . . . . . . . . . . . . . . 26
4.2.2 Moving the Shared Drive from Node1 to Node2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27
4.2.3 Installing and Setting Up Dynamic File Services on Node2. . . . . . . . . . . . . . . . . . . . . . . . . 27
4.2.4 Configuring a Cluster Resource for the Dynamic File Service. . . . . . . . . . . . . . . . . . . . . . .28
4.2.5 Creating Pairs and Policies in a Cluster . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
4.3 Using Dynamic File Services in a Windows Cluster. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
4.3.1 Dynamic File Services Management Console. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
4.3.2 Dynamic File Service Controller . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
4.3.3 Dynamic File Service and Executable Files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33
4.3.4 Dynamic File Services Enforcer and Registry Information. . . . . . . . . . . . . . . . . . . . . . . . . .33
4.3.5 Moving the Dynamic File Service Cluster Resource Between Nodes . . . . . . . . . . . . . . . . .33
4.4 Additional Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
5 Upgrading to Dynamic File Services 2.0 35
5.1 Supported Upgrade Paths . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
5.2 Planning for the Upgrade. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .35
5.2.1 Administrator Permissions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .36
5.2.2 Stopping the Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .36
5.2.3 Changes to Expect After the Upgrade. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
5.3 Upgrading Dynamic File Services with the InstallShield GUI. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .37
5.4 After the Upgrade. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .37
6 Upgrading to Dynamic File Services 2.0 in a Windows Cluster 39
6.1 Planning the Upgrade in a Windows Cluster . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
6.1.1 Quiescing the Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
6.1.2 Windows Cluster . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
6.1.3 Active Directory Domain . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .40
6.2 Upgrading Dynamic File Services in a Cluster. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .40
6.2.1 Upgrading Dynamic File Services on Node1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
6.2.2 Moving the Shared Drive from Node1 to Node2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .41
6.2.3 Upgrading Dynamic File Services on Node2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
7 FAQs and Troubleshooting Install and Uninstall Issues 43
7.1 Error 1923 Occurs During a Reinstallation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .43
A Silent Install Options for Dynamic File Services 45
A.1 InstallShield Silent Install Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .45
A.2 Creating the Silent Install Answer File for Dynamic File Services . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
A.3 Silently Installing Dynamic File Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
B Using the Uninstall Tool to Modify, Repair, or Remove Dynamic File Services 47
B.1 Prerequisites for Modifying, Repairing, or Removing Dynamic File Services Software. . . . . . . . . . .47
B.2 Modifying Dynamic File Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
B.3 Repairing Dynamic File Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .48
Contents 5
B.4 Removing Dynamic File Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .49
B.4.1 Planning to Uninstall Dynamic File Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
B.4.2 Uninstalling Dynamic File Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
C Using the Uninstall Tool to Modify, Repair, or Remove Dynamic File Services in
a Windows Cluster 53
C.1 Prerequisites for Modifying, Repairing, or Removing Dynamic File Services Software. . . . . . . . . . .53
C.2 Modifying Dynamic File Services in a Cluster . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .54
C.3 Repairing Dynamic File Services in a Cluster . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .54
C.4 Removing Dynamic File Services in a Cluster . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .55
C.4.1 Planning to Uninstall Dynamic File Services in a Cluster . . . . . . . . . . . . . . . . . . . . . . . . . . 56
C.4.2 Uninstalling Dynamic File Services in a Cluster . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
D Dynamic File Services Components 57
6 Contents
About This Guide 7
About This Guide
ThisguidedescribestheinstallationrequirementsandhowtoinstallorupdateNovellDynamicFile
Services(DynamicFS)2.0softwareinaMicrosoftWindowsWorkgrouporActiveDirectoryDomain
environment.
Chapter 1,“What’sNewfortheDynamicFileServicesInstallation,”onpage 9
Chapter 2,“PlanningtheInstallation,”onpage 11
Chapter 3,“InstallingandSettingUp
DynamicFileServices,”onpage 17
Chapter 4,“Installing,SettingUp,andUsingDynamicFileServicesinaWindowsCluster,”on
page 23
Chapter 5,“UpgradingtoDynamicFileServices2.0,”onpage 35
Chapter 6,“UpgradingtoDynamicFileServices2.0inaWindowsCluster,”onpage 39
Chapter 7,“FAQsandTroubleshootingInstallandUninstallIssues,”
onpage 43
Appendix A,“SilentInstallOptionsforDynamicFileServices,”onpage 45
Appendix B,“UsingtheUninstallTooltoModify,Repair,orRemoveDynamicFileServices,”on
page 47
Appendix C,“UsingtheUninstallTooltoModify,Repair,orRemoveDynamicFileServicesina
WindowsCluster,”onpage 53
Appendix D,“DynamicFileServicesComponents,”
onpage 57
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
8 Dynamic File Services 2.0 Installation Guide
ClientCommandsandUtilitiesReference
RetentionReviewQuickStart
1
What’s New for the Dynamic File Services Installation 9
1
What’s New for the Dynamic File
Services Installation
ThissectiondescribesthenewfeaturesandchangesfortheinstallationofNovellDynamicFile
Services(DynamicFS).
Section 1.1,“What’sNewforDynamicFileServices2.0,”onpage 9
Section 1.2,“What’sNext,”onpage 10
1.1 What’s New for Dynamic File Services 2.0
DynamicFileServices2.0providesthefollowingchangesforinstallationorupgrade:
Section 1.1.1,“DataLocation,”onpage 9
Section 1.1.2,“ProductEvaluationandLicenseKeyRegistration,”onpage 10
Section 1.1.3,“PolicySchedules,”onpage 10
Section 1.1.4,“NotificationEvents,”onpage 10
1.1.1 Data Location
DynamicFileServices2.0storesprogramsoftwareandthedatafilesitcreatesinthefollowing
locationsbydefaultwhenyouacceptthedefaultinstalllocation:
Thefollowingdatafoldersandtheircontentsarenowsetupinthe
C:\ProgramData\Dynamic File
Services
folder:
audit
LocalDrives
Pairs
Policies
Schedules
SnapShot
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
10 Dynamic File Services 2.0 Installation Guide
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.
1.1.2 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
Services2.0AdministrationGuide.
1.1.3 Policy Schedules
DynamicFileServices2.0separatestheSchedulefunctionfromthepolicy.Ifyouupgrade toversion
2.0fromanearlierversion,theexistingpolicies’schedulesareautomaticallycreatedandassociated
withtheiroriginalpolicies.Apolicycanhaveonlyonescheduleatatimeassociatedwithit.
Forinformationaboutcreating
schedules,see“CreatingandManagingPolicySchedules”inthe
DynamicFileServices2.0AdministrationGuide.
1.1.4 Notification Events
DynamicFileServices2.0allowsyoutosetNotificationeventsforeachconfigurede‐mailaddress
andTwitteraccount.Previously,eventsweresetglobally.Ifyouupgradefromanearlierversion,each
userisautomaticallysettoreceiveallevents.Forinformationaboutconfiguringeventsforeach
recipient,see“Configuring
theNotificationService”intheDynamicFileServices2.0Administration
Guide.
1.2 What’s Next
Forinformationaboutcurrentinstallationrequirements,seeChapter 2,“PlanningtheInstallation,”
onpage 11.
2
Planning the Installation 11
2
Planning the Installation
BeforeyouinstallNovellDynamicFileServices(DynamicFS),makesureyouunderstandthe
supportedconfigurationsandinstallationrequirementsdescribedinthissection.
IMPORTANT:Forgeneralplanninginformation,see“PlanningforPairsandPolicies”inthe
DynamicFileServicesAdministrationGuide(http://www.novell.com/documentation/
dynamic_file_services/dynamic_admin_win/data/bookinfo.html).
Forinformationaboutinstalli nginWindowsclusters,alsoseeSection 4.1,“PlanningtheInstallation
inaWindowsCluster,”onpage 23.
Section 2.1,“SupportedPlatforms,”onpage 11
Section 2.2,“SupportedStorage,”onpage 12
Section 2.3,“SoftwareRequirements,”onpage 13
Section 2.4,“ServerConfigurationRequirements,”onpage 14
Section 2.5,“RightsNeededforInstallationinActiveDirectoryEnvironments,”onpage 14
Section 2.6,“InstallationFiles,”onpage 15
Section 2.7,“DestinationLocationfortheDynamicFile
ServicesSoftwareandProgramData,”
onpage 15
Section 2.8,“CheckingforIssuesintheReadme,”onpage 15
Section 2.9,“SilentInstallOptions,”onpage 15
Section 2.10,“ClusterInstallRequirements,”onpage 15
2.1 Supported Platforms
DynamicFileServicesprovidesaManagementcomponentandaServicecomponenttobeinstalled.
TheServicecomponentinstallsthemainServiceengineandutilities.TheManagementcomponent
installsthemanagementtools.
Section 2.1.1,“WindowsServers,”onpage 12
Section 2.1.2,“WindowsWorkstations,”onpage 12
12 Dynamic File Services 2.0 Installation Guide
2.1.1 Windows Servers
YoucaninstalltheServiceandManagementcomponentsofDynamicFileServicesonyourWindows
serversinaWorkgroupenvironmentoranActiveDirectoryenvironment.
DynamicFileServicessupportsboth32‐bitand64‐bitarchitecturesforthefollowingMicrosoft
WindowsServeroperatingsystemswiththelatestservicepacksandpatches
applied:
WindowsServer2008R2
WindowsServer2008ServicePack2orlater
WindowsServer2003R2
WindowsServer2003ServicePack2orlater
2.1.2 Windows Workstations
Youcanalsoinstallthe ManagementcomponentofDynamicFileServicesonaWindows
workstation.ThisallowsyoutoremotelymanagepairsandpoliciesonDynamicFSserversinthe
samedomain.
DynamicFSsupportsboth32‐bitand64‐bitarchitecturesforthefollowingWindowsclientoperating
systemswiththelatestservice
packsandpatchesapplied:
Windows7
WindowsVistaServicePack1orlater
WindowsXPServicePack3orlater
InstallationoftheServicecomponentisnotsupportedonWindowsworkstationsinaproduction
environment.Fortestingpurposes,youcaninstalltheServicecomponentonthesupported
workstations.SomeServicecapabilities,
suchasthoserelatedtocreatingandmanagingpairswith
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 12
Section 2.2.2,“LocalStorage,”onpage 13
Section 2.2.3,“RemoteStorage,”onpage 13
2.2.1 File Systems
DynamicFileServicessupportstheNTFSfilesystemfortheprimaryandsecondarylocationsin
pairs.
Planning the Installation 13
2.2.2 Local Storage
Devicesthatthesystemconsiderstobenativestoragedevicescanbeusedfortheprimarypathand
secondarypathinapair.ThisincludesFibreChannel,iSCSI,anddirect‐attachedstoragedevices
(internalorexternal).ThedevicesmustbeonlineandavailabletotheDynamicFileServicesserver
whenyou
create,manage,andusethepair.
ForiSCSIdevicesthatarehostedinacloud,werecommendthatthedevicebeusedonlyfor
secondarypaths.
Thenativestoragedevicesusedinapairmusthaveastaticdriveletterassignedsothatthedrive
letterremainsthesamethroughserver
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”intheDynamicFileServices2.0Administration
Guide.
ForaWorkgroupenvironment,theremotesharemustexistinthesameworkgroupastheDynamic
FileServicesserver.Forinformation,see“UsingRemoteSharesinaWorkgroup”inthe
DynamicFile
Services2.0AdministrationGuide.
2.3 Software Requirements
ThefollowingsoftwareshouldbeinstalledandworkingproperlybeforeinstallingDynamicFile
Services:
Microsoft.NET3.5ServicePack1
14 Dynamic File Services 2.0 Installation Guide
If.NETisnotalreadyinstalledonthecomputer,theDynamicFileServicesInstallShieldWizard
automaticallyattemptstoinstallthefollowingMicrosoft.NET3.5SP1download:
http://download.microsoft.com/download/0/6/1/061f001c-8752-4600-a198-
53214c69b51f/dotnetfx35setup.exe
(http://download.microsoft.com/download/0/6/1/
061f001c‐8752‐4600‐a198‐53214c69b51f/dotnetfx35setup.exe)
AnInternetconnectionisrequired.Thedownloadtimevariesbasedonyourconnectionspeed.
Arebootmightberequiredonsomeplatforms.
IftheInstallShieldWizardisunabletoinstall.NET,thewizardhaltstheinstallationandreturns
anerror.Manuallyinstall.NET,thenstartthe
InstallShieldWizardtoinstallDynamicFile
Services.
MicrosoftNetworkSharing
MicrosoftEventLogger
2.4 Server Configuration Requirements
Thefollowingserverconfigurationshouldbesetupandworkingproperlybeforeins tallingDynamic
FileServices:
Section 2.4.1,“SMB,”onpage 14
Section 2.4.2,“UTF‐8,”onpage 14
2.4.1 SMB
DynamicFileservicessupportsSMB2andSMB1.YoushouldusethesameSMB versiononthe
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
policiesonDynamicFSserversinthedomain,the
Dynamic File Services Storage Rights
group
andan
NDFS-servername
proxyuserinthedomainthatareusedtoaccess andmanagedataon
remotesecondarypaths,andthe
Dynamic File Services Retention Review
group.
Forinformationaboutmanagingthegroup’smembership,see“ActiveDirectoryDomain
ConfigurationforDynamicFileServices”(http://www.novell.com/documentation/
dynamic_file_services/dynamic_admin_win/data/plgroups.html)intheDynamicFileServices
AdministrationGuide(http://www.novell.com/documentation/dynamic_file_services/
dynamic_admin_win/data/bookinfo.html).
Planning the Installation 15
2.6 Installation Files
NovellDynamicFileServicesisavailableintheNovellFileManagementSuite.OntheNovell
Downloadspage(http://www.novell.com/documentation/downloads),searchfortheNovellFile
ManagementSuite,thendownloadtheDynamicFileServicessoftware.Choosetheinstallfilebased
ontheprocessorarchitectureofyourcomputer:
2.7 Destination Location for the Dynamic File Services Software
and Program Data
DynamicFileServices2.0storesprogramsoftwareandtheprogramdatafilesitcreatesinthe
followinglocationsbydefaultwhenyouacceptthedefaultinstalllocation:
YoucanusetheCustomoptionduringtheinstalltospecifyadifferentlocationfortheinstallation.
Boththeprogramfilesandprogramdata
arestoredinthecustomlocation.Ifyouareinstalling
DynamicFileServicesinacluster,youusetheCustomoptiontospecifytheshareddiskasthetarget
locationduringtheinstallation.
2.8 Checking for Issues in the Readme
TheDynamicFileServicesReadme(http://www.novell.com/documentation/dynamic_file_services/
dynamic_readme/data/dynamic_readme.html)documentsissuesthatNovellplanstoaddressina
futurerelease.ChecktheReadmetoseeifanyinstallationorupgradeissuesapplytoyoursetup.
2.9 Silent Install Options
DynamicFileServicessupportstheIn stallShieldsilentinstalloptions.Forinformation,see
Appendix A,“SilentInstallOptionsforDynamicFileServices,”onpage 45.
2.10 Cluster Install Requirements
DynamicFileServicescanbeusedinaWindowsclusterenvironment,butitisnotclusteraware.For
informationabouttheclusterinstallrequirements,seeChapter 4,“Installing,SettingUp,andUsing
DynamicFileServicesinaWindowsCluster,”onpage 23.
Architecture Install File
32-bit
DswSetup-x86-v2.0-<build>.exe
64-bit
DswSetup-x64-v2.0-<build>.exe
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
16 Dynamic File Services 2.0 Installation Guide
3
Installing and Setting Up Dynamic File Services 17
3
Installing and Setting Up Dynamic File
Services
TheNovellDynamicFileServices(DynamicFS)installationsoftwareprovidesseparatefilesfor32‐bit
and64‐bitWindowsplatforms.
DynamicFSseparatesthefeaturesintwoinstallationcomponents:ServiceandManagement.Install
theServicecomponentontheserverwhereyouwanttocreatepairsandpolicies.Installthe
Managementcomponentanycomputer
fromwhichyouwanttomanagetheDynamicFileServices
servers.
Section 3.1,“InstallingDynamicFileServices,”onpage 17
Section 3.2,“SettingUpAdministratorsforPairandPolicyManagement,”onpage 19
Section 3.3,“GettingStarted,”onpage 19
Section 3.4,“AdditionalInformation,”onpage 22
Section 3.5,“What’sNext,”onpage 22
3.1 Installing Dynamic File Services
1 LoginastheAdministratoruserorasauserwithAdministratorsprivileges.
InanActiveDirectoryenvironment,loginasaDomainAdminuserwithAdministratorrights
inthedomainandontheserver.
2 Downloadthe32‐bit(x86)or64‐bit(x64)architectureversionofthe
DswSetup-*.exe
filetoa
folderontheserverortheclientcomputerwhereyouwanttoinstallit.
3 Double‐clickthefiletostarttheInstallShieldWizard.
IfyouarepromptedbytheWindowsUserAccountControlfeatureforpermission,supplythe
necessarycredentialsandconfirm.
4 Followtheon‐screeninstructionstoinstallthesoftware:
Wizard Page Action
Welcome Click Next.
License Agreement Read and accept the terms of the License Agreement, then click Next.
You can also click Print to output a copy of the License Agreement.
18 Dynamic File Services 2.0 Installation Guide
Setup Type Select one of the following setup options:
Complete: Select Complete to accept the following default setup, then
click Next to continue to the Ready to Install the Program page:
Service port: 8999
Allow an exception in the firewall for port 8999: Yes
Destination folder for software:
C:\Program Files\Dynamic
File Services
. The program files are written to
C:\ProgramData\Dynamic File Services
.
Features installed: Service and Management
Custom: Select Custom, then click Next to continue to the Installation
Details page where you can view and modify the setup options.
Installation Details
(Custom install only)
Modify the following options if desired, then click Next to continue to the
Select Features page:
Allow an exception for the Dynamic File Services port in the
Windows Firewall: Enable this option in order to remotely manage pairs
and policies on this server from another computer. It is enabled by default.
Service port: Specify the port number (default 8999) to use for the
remote management communications.
Destination software folder: Click Browse to locate and select the
destination folder where you want to install the software, then click OK.
The new location contains both the software and any program files it
creates.
Select Features
(Custom install only)
Specify which components to install on this computer, then click Next to
continue to the Ready to Install the Program page.
Management: The management tools are automatically selected for
installation. This option cannot be deselected.
Service: Select the Service for computers where you want to use pairs
and policies.
Ready to Install the
Program
Click Install to begin the installation.
The Setup Status page shows the installation progress.
If the server is in a Microsoft Active Directory environment, a group and
proxy user are created to support using remote shares in pairs that you
create later. This can take several seconds, depending on the size of your
Active Directory setup. For information, see “Active Directory Domain
Configuration for Remote Shares” in the Dynamic File Services 2.0
Administration Guide.
After the install, you can view information about the Active Directory setup
events in the
install.log
. For information, see “Viewing Logged
Events” in the Dynamic File Services 2.0 Administration Guide.
InstallShield Wizard
Complete
Specify whether to open the Readme and DynamicFS Management
Console now, then click Finish to exit the wizard.
Wizard Page Action
Installing and Setting Up Dynamic File Services 19
5 (Optional)Verifytheinstal lationsetupbyinspectingthevariousDynamicFileServices
componentsthataredescribedin“KeyComponents ofDynamicFileServices”intheDynamic
FileServices2.0AdministrationGuide.
6 (Optional)Registerali censekeyforDynamicFileServices2.0.
Forinformation,see“RegisteringtheLicenseKey”intheDynamicFileServices2.0Administration
Guide.
DynamicFileServicesisinstalledinevaluationmode.Mostproductfeatureswillfunction
normally.However,youarelimitedtoonepairandonepolicyat
atimeuntila keyisregistered
onthesystem.
7 ContinuewithsettingupadministratorsforDynamicFileServicesasdescribedinSection 3.2,
“SettingUpAdministratorsforPairandPolicyManagement,”onpage 19.
3.2 Setting Up Administrators for Pair and Policy Management
Pairsand policiescanbemanagedbyanyuserwithsufficientrights todoso.Someadministrators
haverightsautomatically.Forexample,inaworkgroupenvironmenttheAdministratoruserand
localuserswithAdministratorprivilegescanmanagepairsandpoliciesontheserver.InanActive
Directoryenvironment,aDomainAdmin
useroradomainuserwithDomainAdminprivilegescan
managepairsandpoliciesonDynamicFileServicesservicesinthedomain.
Youcanallowotheruserstomanagepairs andpoliciesbyaddingthemasmembersofthe
Dynamic
File Services
group.Forinformationaboutthegroupandsettingupadministrators,see
“ConfiguringAdministratorsforPair,Policy ,andScheduleManagement”intheDynamicFileServices
2.0AdministrationGuide.
3.3 Getting Started
Aftertheinstallandadministratorsetup,youcanbeginusingDynamicFileServicestocreatepairs
andpolicies.Thissectionprovidesanoverviewofthekeytasks.Forplanninganduseinformation,
seetheDynamicFileServices2.0AdministrationGuide.
Section 3.3.1,“ConfiguringNetworkandRemote Shares,”onpage 20
Section 3.3.2,“Connecting
toaServer,”onpage 20
Section 3.3.3,“CreatingtheFirstPairandPolicy,”onpage 20
Section 3.3.4,“CreatingMorePairsandPolicies,”onpage 21
Section 3.3.5,“RunningPolicies,”onpage 21
Section 3.3.6,“AccessingFilesonaStandardPair,”onpage 21
20 Dynamic File Services 2.0 Installation Guide
3.3.1 Configuring Network and Remote Shares
UsetheWindowsNetworkSharingfeature tosetupanetworkshareforeachpaththatyouplan to
useasaprimarylocationinaDynamicFileServicespair.Afteryousetupastandardpair,userscan
maptothenetworkshareonitsprimarylocationtogeta
mergedviewofthedataontheprimaryand
secondarylocations.Foraretentionpair,usersseeonlythedataontheprimarypath;theyusethe
Webinterfacetothe RetentionReviewServicetoviewdataintheretentionrepository.
Remotesharesthatyouwanttouseassecondarypaths
mustbecreatedandpublishedinActive
Directorybeforeyouattempttocreatethepairthatusestheremotelocation.Addthe
DFSStorageRights
grouptotheshare,andgrantallpermissionsforthegroup.Forrequirements,see
“UsingRemoteSharesinanActiveDirectoryDomain”intheDynamicFileServices2.0Administration
Guide.
ContinuewithSection 3.3.2,“ConnectingtoaServer,”onpage 20.
3.3.2 Connecting to a Server
UsetheDynamicFileServicesManagementConsoletoconnecttotheserveryouwanttomanage.
1 OpentheManagementConsole,thenopentheServerWizard.
Whennopairsorpoliciesaredefinedonthetargetserver,aServerWizardopensautomatically
tohelpyousetupaconnectiontotheserveryouwanttomanage.
2 Providethefollowinginformation:
IPaddressorDNSnameoftheDynamicFSserveryouwanttomanage.
Ifyouaremanagingtheserverlocally(thatis,youareloggedintotheserver),youcanuse
localhost
ortheloopbackIPaddress(
127.0.0.1
)tomanagetheserverwithoutenabling
anexceptioninthefirewallfortheServiceport.
TheDynamicFileServiceportnumber(default8999).
Theusernameandpasswordcredentialsforauserthatyouaddedtothe
Dynamic File
Services
grouporfortheAdministratoruseronthetargetDynamicFSserver.
3 ClickConnect.
Ifyouareconnectingtoaremoteserver,youarepromptedtoaccepttheDynamicFileServices
SSLcertificate.Forinformation,see“AcceptingaDynamicFileServicesCertificate”inthe
DynamicFileServices2.0AdministrationGuide.
Theserverfolderiscreatedandappearsintheleftpanel.
4 ContinuewithSection 3.3.3,“CreatingtheFirstPairandPolicy,”onpage 20.
3.3.3 Creating the First Pair and Policy
IntheDynamicFileServicesManagementConsole,usetheSetupWizardtocreateapairanda
policy.Thepairandpolicyareautomaticallyassociated.
Ifnopairsorpolicieshav ebeendefinedonthatserver,theSetupWizardopensautomaticallytohelp
youtocreateapair,tocreatea
policyforthepair,andtoassociatethepolicytothepair.
Forinformation,seethefollowingsectionsintheDynamicFileServices2.0AdministrationGuide:
1. “CreatingaPair”
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Novell Dynamic File Services 2.2 Installation guide

Novell
Brand
Novell
Model
Dynamic File Services 2.2
Category
System management software
Type
Installation guide
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