... | ... | @@ -17,7 +17,7 @@ This document contains step-by-step instructions for the following: |
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* Creating Storage Projects (i.e. SMB or NFS shares)
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* Modifying storage project, i.e. enable/disable SMB encryption and increase the size
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* Deleting a project
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* Managing Data Owner, Data Managers, and Data Project Managers
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* Managing Data Owners, Data Managers, and Data Project Managers
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* Extending storage capacity
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* Extending the storage duration.
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... | ... | @@ -55,7 +55,7 @@ Institutional IFS administrators may have one of three roles: |
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The DO can add and delete DMs and DPMs and assign a new DO. DMs can add and delete DPMs and change the DO.
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As a DO, to delete a DM, go to **Configure the licence** page, then delete the DM by clicking the red cross icon beside their name.
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As a DO, to delete a DM, go to **Configure the license** page, then delete the DM by clicking the red cross icon beside their name.
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Example: delete the DM wh997.
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... | ... | @@ -73,7 +73,7 @@ Also, as a DM, I can add Data Project Managers (DPM) to the existing projects. |
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UIS have issued vouchers to the Institutions' Data Owners to use for the set-up of the initial quota of non-chargeable storage space. If you have a voucher, you will be able to redeem it in the [Self-Service Gateway / Buy IFS Storage](https://selfservice.uis.cam.ac.uk/storage/IFS/) instead of specifying a purchase order.
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* Vouchers can only be used once and will expire by default six months from their issue date. The validity of the voucher (i.e., the period between the issue date and expiry date) can be customised according to the user's requirements. Once the voucher has been redeemed, space can be allocated.
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* Vouchers can only be used once and will expire by default six months from their issue date. The validity of the voucher (i.e., the period between the issue date and expiry date) can be customized according to the user's requirements. Once the voucher has been redeemed, space can be allocated.
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* A purchase order will need to be raised to pay for any additional space for a duration of 1, 3, or 5 years beyond the initial free allocation covered by the voucher.
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* The free space granted to University institutions will be extended in duration automatically every year. Free space is provided to the colleges for the first year only and would need to be renewed with a purchase order after one year.
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* UIS will generate and provide the institutions with vouchers of the initial free space.
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... | ... | @@ -149,6 +149,9 @@ You can also add a **Data Manager** by visiting the **Licence page** by clicking |
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<kbd>![](uploads/3e92ece5c6d965adf510d4f13d235f7a/image011.png)</kbd>
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You can also specify the name of the department for whom this space is created.
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![image](uploads/54541d75824373759cb66f136c812afe/image.png)
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Click **Save**. Then the DM should accept the T&Cs so that their state moves to **Ready**:
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<kbd>![](uploads/c4a19c22f4f6dce0a822a0cb3493c0c9/image012.png)</kbd>
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... | ... | @@ -174,7 +177,7 @@ The services to be configured are illustrated in the following table. |
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| Service | Notes |
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|---------|-------|
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| DNS (see [DNS Service](#dns-service)) | Required for NFS and SMB shares. |
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| CIFS Server (see [CIFS Server](#cifs-server)) | Required for NFS and SMB shares. Note that CIFS server must be configured if you want to bind the LDAP Client using the CIFS server credentials. |
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| CIFS Server (see [CIFS Server](#cifs-server)) | Required for NFS and SMB shares. Note that the CIFS server must be configured if you want to bind the LDAP Client using the CIFS server credentials. |
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| NFS Service (see [NFS Service](#nfs-service)) | To configure the NFS server running on the Vserver. Required for NFS and SMB shares (NFS service is required to create export policy on the CIFS shares). |
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| Kerberos Realm (see [Kerberos Realm](#krb-realm)) | To enable Kerberos authentification for NFS clients. Only required for NFS shares. For Kerberos authentification against SMB shares, update the Service Principal Name (SPN) attribute of the CIFS machine account on your AD (e.g., using [ADSI Edit](https://docs.microsoft.com/en-us/previous-versions/windows/it-pro/windows-server-2003/cc773354(v=ws.10)?redirectedfrom=MSDN)) to contain the CIFS SPN whose format should be: cifs/_CIFS interface DNS name_. If your account is bound to BLUE AD, please let us know. |
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| LDAP Client (see [LDAP Client](#ldap-client)) | To enable access the external LDAP servers. Only required for NFS shares. |
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... | ... | @@ -296,10 +299,9 @@ Define the following attributes on that page and click the **Save** button: |
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* Project name (e.g. _Inst1-Project1_)
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* Project size
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* Project type: CIFS or SMB
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* Whether or not to use SMB encryption for SMB shares.
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* You can specify a DPM for SMB share. DPM is not applicable for NFS shares.
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**Note:** Windows versions 7 and older do not support SMB encryption, so you may need to disable it. It will be possible to disable SMB encryption using the portal at least until the end of support of Windows 7 in January 2020.
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**NOTE**: All the shares will be created with SMB encryption enabled
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Once the Storage Project has been created you will see a confirmation message.
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... | ... | @@ -357,7 +359,7 @@ Before a DPM can increase the size of their Storage Project, they need to provid |
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This is done by the DO or DM(s).
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Go to **Configure the licence** page and click the **Increase My Storage Size** button:
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Go to **Configure the license** page and click the **Increase My Storage Size** button:
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<kbd>![](uploads/cff6f36f95ec88fa76498e555bbdaf29/image037.png)</kbd>
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... | ... | @@ -371,7 +373,7 @@ You will be redirected to the payment page. Enter your purchase order number (or |
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When the payment is processed, you will see the payment confirmation page.
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You will be redirected to the **Configure the licence** page where you will see the original **Full licence** and the newly purchased **Size Extension** licence:
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You will be redirected to the **Configure the license** page where you will see the original **Full license** and the newly purchased **Size Extension** license:
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<kbd>![](uploads/7c60abe24c868527ecc6dfbe599df101/image044.png)</kbd>
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... | ... | @@ -379,7 +381,7 @@ You will be redirected to the **Configure the licence** page where you will see |
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This is done by the DO or DM.
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Go to the **Configure the licence** page and click the **Extend My Storage Duration** button:
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Go to the **Configure the license** page and click the **Extend My Storage Duration** button:
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<kbd>![](uploads/3e5dcf36ef215d1d125a8e475621733e/image045.png)</kbd>
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... | ... | @@ -391,13 +393,13 @@ You will be redirected to the payment page. Enter your purchase order number (or |
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<kbd>![](uploads/bcc3b0c05cb01eace5bdd6ac1203a9fc/image047.png)</kbd>
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After the payment process passed you will be redirected to the **Configure the licence** page, where you will see the **Duration Extension** license listed:
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After the payment process passed you will be redirected to the **Configure the license** page, where you will see the **Duration Extension** license listed:
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<kbd>![](uploads/291725d64974677be89042660330cdab/image048.png)</kbd>
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### Increasing the size of a Storage Project
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Once the DO or DM has bought an extended licence (see page 35), the DPM can increase the size of their Storage Project.
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Once the DO or DM has bought an extended license (see page 35), the DPM can increase the size of its Storage Project.
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From the **My Account** page, click the name of the Storage Project you want to modify. This will open the **Configure the storage** page.
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... | ... | @@ -413,21 +415,14 @@ A few seconds later, the DO receives an email confirming that the project size h |
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<kbd>![](uploads/5d93d9606114af41b845b8d8191ebb13/image052.png)</kbd>
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The DO, DM or DPM can now enable or disable the SMB encryption for accessing the Storage Project by ticking the **SMB encryption** checkbox and clicking the **Save** button:
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<kbd>![](uploads/be8de847e0f2dc26c34d36f7daf08ae5/image053.png)</kbd>
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SMB encryption will be enabled/disabled and a confirmation message will appear on the screen, e.g.:
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<kbd>![](uploads/7cca996d50213703cd7e9e8ce0f31deb/image054.png)</kbd>
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### Graphical representation of the the Space Utilization
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### Graphical representation of the Space Utilization
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1. **Utilization of the License**
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![image](uploads/eec5d9bc16d0cf4eaf4122808d529324/image.png)
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- **_Volume Total Space_** – Total amount of space for which the user requested a License.
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- **_Total Available Space_** – Total amount of space available for users will be able to write data.
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- **_Volume Used Space_** – Total amount of space utilized by the user in the license. It will be the sum of space utilized by number of projects within the license.
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- **_Volume Used Space_** – Total amount of space utilized by the user in the license. It will be the sum of space utilized by a number of projects within the license.
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- **_Volume Snapshot reserve_** - 5% of the total requested license space will be reserved for the snapshot which will be beneficial in the scenario of file corruption.
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- **_Snapshot overflow space_** – Amount of space overflow from the reserved space.
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... | ... | @@ -445,20 +440,20 @@ Snapshot space: |
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![image](uploads/0fbd15108699d3f67b917460d4c10fe0/image.png)
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### Change the snapshot policy
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This feature is beneficial for the snapshot scenario, If the users are aware that the much older data wouldn’t be relevant because of a higher rate of change of data then the user could use the policy which will change the retention period of the snapshot and free up the older snapshot.
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This feature is beneficial for space saving during the snapshot overflow, If the users are aware that the much older data wouldn’t be relevant because of a higher rate of change of data then the user could use the policy which will change the retention period of the snapshot and free up the older snapshot.
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From the combo box, the user can use the following options:-
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1. ifs-snapshot-policy [ DEFAULT ] – Monthly Count:12, Daily Count 30 and hourly:24
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- This policy will retain snapshots of the last 12 months’
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- This policy will retain snapshots of the last 12 months
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2. ifs-snapshot-policy-moderate– Monthly Count: 6, Daily Count 30 and hourly:24
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- This policy will retain snapshots of the last 6 months’
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- This policy will retain snapshots of the last 6 months
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3. ifs-snapshot-policy- relax– Monthly Count:3, Daily Count 30 and hourly:24
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- This policy will retain snapshots of the last 3 months’
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- This policy will retain snapshots of the last 3 months
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Click **"My account"** in Home page
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![image](uploads/9dac498d93c353fcd5096f57951ffc22/image.png)
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Click **vserver configuration** of IFS account
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Click **vserver configuration** of the IFS account
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![image](uploads/a350a1484aabc4c86ab7c557457e513b/image.png)
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... | ... | @@ -474,24 +469,26 @@ Click **Apply** the desired snapshot policy |
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## Dashboard for the IFS account utilization
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Click **dashboard** of IFS account
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Click **dashboard** of the IFS account
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![image](uploads/7b0f1c55a792c631ff1494a1214db3fa/image.png)
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### _License Utilization_
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It will display the information regarding the space purchased by user
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- Total space of volume.
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It will display the information regarding the space purchased by the user
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- Total space requested by the user.
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- Amount of available space
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- Amount of space utilized by snapshot for the protection.
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- Amount of space utilized by snapshot for protection.
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![image](uploads/7b2ba6800e17f24693e72719b2bf95eb/image.png)
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### _Growth of the Data_
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This line graph will display the growth of data by using each day’s utilization data point.
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This line graph will display the growth of data by using each day’s utilized data point. The graph will display the historic growth of space within a license and its projects for the following period of time.
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- 7days
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- 30days
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- Custom - Select the range of dates
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![image](uploads/990fcd5e623923d46f461cba74979585/image.png)
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### _Project utilization in Account_
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This graph will help to visualize the number of projects created within the account.
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Utilization of allocated and utilized in each project.
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This graph will help to visualize the number of projects created within the account and it will display the latest information regarding the amount of used and free space in each project.
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![image](uploads/ec7dc8108b43c8e43060538fa6b80627/image.png)
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## Enable Kerberos authentication for CIFS shares
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