Using the Setup Wizard

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Upon successfully authenticating, your appliance will guide you through a setup wizard. The various steps required in configuring the appliance via the Setup Wizard are as shown below:

Welcome

It is recommended that you open up the Quick Start Guide by clicking the link present in the page so as to quickly enable you to set up your appliance. The setup wizard will allow you to either configure the system from the ground up or restore from a previously saved configuration backup.  

SetupWizard1.png

 

Click 'next' to proceed to the first step.

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Restore

The first step in the setup wizard process is to determine whether you want to apply a new configuration, or restore the configuration using a configuration backup taken from another device.

SetupWizard2.png

 

If you wish to restore the configuration, choose the configuration backup file you wish to restore from, and click ‘Restore Configuration’.  This will populate the remainder of values in the setup wizard, and also re-create additional configuration items including cloud storage service accounts, volume access groups, and other items.

File:User:AlpaK/StorSimple_Appliance_QSG_Imported/image011.jpg Note: Configuration restore can only be done on a system that has no configuration applied. If you complete the setup wizard without using the restore configuration function, you will not be able to use it later.

File:User:AlpaK/StorSimple_Appliance_QSG_Imported/image011.jpg Note: The ‘Configuration Import’ option is now available under the ‘Manage’ drawer. This feature will allow the user to import configuration elements (those not configured via Setup Wizard) from a known configuration. To learn more about this feature, please refer to the StorSimple Web UI User Guide.

To continue with configuration, click the ‘Next’ button.

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Name Settings

On this step, specify a name for your appliance.

SetupWizard3.png

 

This name is not used in name resolution, but rather is used when generating printer-friendly versions of reports from within the GUI.  After you have specified an appliance name, click ‘Next’.

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Network Interfaces

The next step is to configure the network interfaces. 

SetupWizard4.png

 

Refer to the diagram showing the back of the appliance in section Initial Configuration or the labels on the back of the appliance, to identify the interfaces.  To edit an interface’s configuration, click the edit icon Edit_Pencil.png on the far left of the row, which will allow you to edit the ‘Enabled’, ‘Address’, ‘Mask’, and ‘Gateway’ fields. 

The user has to configure one management and can configure up to three data network interfaces.

For each interface, configure:

  • Interface state (enabled or disabled)– When checked, an interface is enabled.  The appliance will attempt to use this interface.  It is recommended that only those interfaces that are connected to the network and used be enabled.  Disable any interfaces you are not using
  • Interface State Type - this parameter allows you to isolate iSCSI traffic from cloud storage traffic. This can be one of the following -
    • Cloud Enabled - When checked, the appliance will use this interface to communicate to the Cloud
    • iSCSI Enabled - When checked, the appliance will use this interface to communicate to the iSCSI device
  • Interface IP address– Specify the IP address that should be used by this interface
  • Interface subnet mask– Specify the subnet mask that should be used by this interface
  • Interface default gateway– Specify the default gateway that should be used by this interface when attempting to communicate with nodes that are not within the same IP address space (subnet).  The default gateway must be in the same address space (subnet) as the interface IP address as determined by the subnet mask

File:User:AlpaK/StorSimple_Appliance_QSG_Imported/image015.jpg Note: To ensure proper operation, verify the interface speed and duplex on the switch that each appliance interface is connected to. Switch interfaces should either negotiate to or be configured for Gigabit Ethernet (1000Mbps) and full-duplex. Interfaces operating at slower speeds or in half-duplex will result in performance issues.

File:User:AlpaK/StorSimple_Appliance_QSG_Imported/image015.jpg Note: If you wish to isolate iSCSI traffic from cloud storage traffic, connect DATA interfaces to your iSCSI network with no default gateway, and other DATA interfaces to your public network with Internet access with a correct default gateway.

File:User:AlpaK/StorSimple_Appliance_QSG_Imported/image015.jpg Note: It is recommended that you enable portfast on each of the switch ports that your appliance will be connecting to. This will ensure that network connectivity can be established quickly in the event of a failover, which will minimize disruptions and downtime. For more information on portfast on Cisco networking devices, please see:

http://www.cisco.com/en/US/products/hw/switches/ps700/products_tech_note09186a00800b1500.shtml.

Use the green checkmark Green_Check_20X18.png at the left of the row to apply the interface configuration, or the delete icon Red_Cross_20X20.png to cancel the changes. 

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DNS Settings

Specify a primary and secondary DNS server using their IP addresses.

SetupWizard5.png

 

Secondary DNS servers are not required, but are highly recommended.  DNS servers are required, because they are used when your appliance attempts to communicate with your cloud storage service providers. 

Your appliance will automatically attempt to validate connectivity to your DNS servers using ping.  If your DNS servers do not respond to ping, or if ping is being blocked on your network, uncheck the box next to ‘Verify DNS Servers’.

When you are finished, click the ‘Next’ button.

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Time Settings

Select your time zone using the drop-down list, and specify up to two NTP servers.

When specifying multiple NTP servers, specify one on each line, each separated by pressing the ‘Enter’ or ‘Return’ key.  NTP servers are required, as your appliance must synchronize time with your cloud storage service providers.  Ensure that your network allows NTP traffic to pass from your data center to the Internet.  If this is not possible, specify an internal NTP server, such as a Microsoft Windows Server domain controller. 

SetupWizard4_5.png

 

When finished, click ‘Next’.

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Summary

On the summary screen, your appliance shows you the configuration that has been applied.  To go back and make changes, use the ‘Back’ button.  Otherwise, use the ‘Finish’ button. 

SetupWizard6.png

 

After clicking 'Finish', you will have to wait until the settings get applied.

SetupWizard7.png

 

You will then be taken to the 'Login' screen.

SetupWizard8.png

 

You will need to login back in to the system to access the Web UI home page.

SetupWizard9.png

 

It is a best practice after use of the setup wizard to visit the diagnostics page using the ‘Examine system diagnostics’ found in the ‘Common Tasks…’ section near the bottom of the homepage.

SetupWizard10.png

 

On the diagnostics page, your appliance will notify you if there are any configuration elements that could prohibit proper system operation.  Check under the ‘Status’ column for the presence of a ‘warning’ indicator Warning_Indicator_20X18.png or a ‘failed’ indicator Failed_Indicator_18X18.png.  For such elements, click the details icon Details_18x16.png to determine what configuration element requires attention. 

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