Configuration via Setup Wizard

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This page describes how to configure your appliance using the Setup Wizard in the following sections:

Accessing the Management GUI

Open your browser using only either Firefox 3.5 or Internet Explorer v7 (or newer) to this URL to access the appliance management GUI:

Login using the default username of admin and the default password of password.  After you have supplied these values, click the ‘Login’ button.  It is a best practice to change the password of your admin account after your first login; please refer to the appliance management console documentation for steps on how to do so.


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Using the Setup Wizard

Upon successfully authenticating, your appliance will guide you through a setup wizard, allowing you to either configure the system or restore from a previously saved configuration backup.  




Click the ‘Next’ button to proceed to the first step.




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.  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, volumes, and other items.



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.


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




On this step, specify a name for your appliance.  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’.




The next step is to configure the network interfaces.  Refer to the diagram showing the back of the appliance, or the labels on the back of the appliance, to identify the interfaces.  To edit an interface’s configuration, click the edit icon (appears as a pencil) on the far left of the row, which will allow you to edit the ‘Enabled’, ‘Address’, ‘Mask’, and ‘Gateway’ fields. 


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 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



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. 



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. 


Use the green checkmark at the left of the row to apply the interface configuration, or the red X to cancel the changes. 


When you change the management IP address, you’ll need to disconnect your laptop from the appliance MGMT port, and connect both the appliance MGMT port and DATA ports into your LAN, and connect your laptop to the same LAN. 



The default IP addresses of and are used by your appliance and retained even after changing the network configuration (this is done to facilitate IP address recovery, should you ever forget the system IP address).


Please ensure that you do not connect your appliance to a network where these two addresses are already in use.






Before continuing, be sure that you have disconnected your laptop from the appliance, and connected both to your LAN.


Ensure you have connected the MGMT and DATA ports of your appliance to the LAN.


Ensure that you are not connecting to a network where another machine is using the IP address of or


If you do not follow these steps completely, your configuration will fail.



Ensure your laptop is connected to the same LAN as your MGMT port (ensure that you are connected to the same VLAN and the same IP subnet) and ensure that you have connected your appliance DATA interfaces.  Ensure you have changed your network configuration as per the network you are connecting to.  Then, re-open the management GUI using:

  • http://<ip-address>

When reconnecting to the management GUI, you will need to log back in and go back through the setup wizard steps that you have already completed.  The values you specified earlier will have been preserved.


Once you have reached the network configuration page, click the ‘Next’ button.




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



Your appliance must be able to reach these DNS servers from the MGMT interface and at least one DATA interface.


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




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. 


Your appliance must be able to reach these NTP servers from the MGMT interface and at least one DATA interface.


When finished, click ‘Next’.




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. 




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.




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 (indicated by a yellow circle with an exclamation point) or a ‘failed’ indicator (indicated by a red circle with an X).  For such elements, click the magnifying glass under ‘Details’ to determine what configuration element requires attention. 

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Configuring Cloud Accounts 

Configuring cloud accounts requires that you have already created an account with your cloud storage service provider.  Upon creation of the account with your cloud storage service provider, they will provide you with the access material necessary to continue configuration of your appliance. 


To configure a cloud account, hover over 'Configure' and click ‘Cloud Accounts’.




Click ‘Create Cloud Account’ to add a cloud account.




On this page, provide a name for your cloud account, select the provider from the dropdown list, and enter your credentials.  If you are using a certificate-based public storage cloud (Iron Mountain), use the ‘Browse’ button to select the certificate to use for encrypting communication to the cloud.  If you are using a private cloud (EMC Atmos), or a public cloud provider that requires you to provide a hostname (Zetta), a hostname field will appear. 


If you wish to limit the amount of WAN bandwidth that is consumed by your appliance when communicating with this cloud, click the checkbox next to ‘Enable Rate Limiting’ and supply a value between 1 and 1000 in the field marked ‘Max Throughput’.  It is recommended that you click the ‘Enable Monitoring’ checkbox for each cloud account to allow you to filter cloud-specific monitoring charts down to individual clouds.  Note that your appliance supports monitoring of up to a maximum of 32 objects, where an object is either a cloud account or a volume.


Once you have filled in the credentials, hostname, and other required fields, click the ‘Security’ tab, and either enable or disable data-at-rest encryption.  If enabled, supply an encryption key.  Note that encryption keys cannot be changed once the cloud account is created.   


To verify your cloud account, click the ‘General’ tab and click ‘Verify’ to make sure that your cloud account is accessible.  Successful verification will produce the word ‘Verified’ next to the access key and secret key field.  Otherwise, verification has failed, and either the credentials are incorrect or the appliance cannot reach the cloud provider.


When you have finished, click the ‘Save’ button to save your cloud account.  Repeat the process to create additional cloud accounts as needed.

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Configuring Volume Access Groups

Next, hover over ‘Configure’, click ‘Security’, and then click ‘Volume Access Groups’. 




On this page you will define the servers that will be accessing volumes provided by your appliance.  A volume access group includes parameters to define one or more servers, and a volume can have one or more volume access groups assigned to it.  A volume access group is comprised of CHAP credentials (optional, not discussed in this document), IP addresses, and IQNs.  All parameters of the volume access group member definition must match what is supplied by the initiator attempting to connect to a volume in order for access to be permitted.


To create a volume access group, click the ‘Add New Group’ button, type a name for the group in the ‘Name’ field, and select the CHAP user (or select ‘Any User’ to not enforce CHAP authentication).  If you wish to enforce authorization based on an IP address, supply one.  Similarly, if you wish to enforce authorization based on an IQN, supply one.  If you do not supply an IP address or an IQN, these values will not be considered when authorizing an initiator attempting to connect to a volume that this volume access group is assigned to.  When you have finished supplying parameters for your volume access group, click the green checkmark next to the group name to save it.  Repeat this process for each of the servers in your environment that will be consuming storage volumes from this appliance. 

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Configuring Volumes

Next, hover over 'Configure' and click ‘Volumes’. 




Click ‘Create Volume’ to configure a volume to be used by one of your servers.




On the ‘General’ tab, type a name and specify the application that will be using the volume.  Specify the capacity of the volume (up to 2047GB per volume).  Specify ‘Read-Write’ for the volume access type, ensure ‘Online’ is checked, and choose the cloud account to be used for this volume from the drop-down list.  Click the checkbox next to ‘Enable Monitoring’ if you wish to have reports that show data only from statistics collected against this individual volume as described above in the cloud accounts section.  Choose a volume type from the drop-down list.  Then, click ‘Security’.




Click the ‘Add new record’ button and specify the volume access group to allow access to the volume.  Leave the ‘Preferred LUN’ at ‘No Preference’, unless you need to explicitly set the LUN value used by the volume (this value will be used unless there is a conflict with another volume).  When finished, click the green checkmark next to the volume access group that you selected, and afterward click the ‘Save’ button to finish volume configuration (be sure to click the checkmark first).  

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