novell storage manager: your secret weapon for simplified file and user management

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Novell® Storage Manager: Your Secret Weapon for Simplified File and User Management Ed Shropshire Program Manager [email protected] David Condrey Engineering Manager [email protected]

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See how the popular Novell Storage Manager can help you manage file storage and user administration like never before. Leveraging user identities and roles, you can customize policies based on your business rules, thereby automating redundant tasks and reducing the heavy manual effort typically required for file management. Attend this session to hear from the experts on architecture, deployment patterns and how to get the most bang for your buck!

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Page 1: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

Novell® Storage Manager:Your Secret Weapon for Simplified File and User Management

Ed ShropshireProgram [email protected]

David CondreyEngineering [email protected]

Page 2: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.2

Agenda

• Novell® Storage Manager 2.5 Components Update• Managing Personal User Storage

– Getting existing storage managed

– Quota Management and Auxiliary Storage

• Managing Collaborative Storage– Group-based and Container-based Storage

– New Manage / Backfill Operations

• NSM 2.5 Action Object and LDAP/ IDM Integration• Upgrading from NSM 2.0

Page 3: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.3

Agenda

A

• Novell® Storage Manager Overview

• Getting Existing Storage Managed by Policy

• Managing Collaborative Storage

• Rights Analysis and Reports

• File Grooming and Data Vaulting

• Auxiliary Storage Policies

• Identity Manager Integration

• Life-cycle Storage Management Demo

Page 4: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.4

Exponential Growth in Storage

• Capacity at Fortune 1000 companies doubling every 10 months1

• 60% Compounded Annual Growth Rate (CAGR) for storage during 2006-20112

• 36% CAGR of capacity-optimized storage shipments exceeding 20 million terabytes by 20113

1 TheInfoPro study, 20062 IDC, May 20073 IDC, December 2007

Page 5: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.5

File-based Data Growth

IDC, January 2009

“The fastest-growing data type is the file. Unstructured, file-based data is growing faster, is consuming more space, and is being retained longer. This is a challenge that touches every tier of storage, from primary to data protection to archiving.”

Page 6: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.6

The Quick Fix: Add More Storage

• Tier 1 storage: SAN, file server, etc

• Tier 2 storage: Serial ATA device, NAS, etc.

• Tier 3 storage: Tape storage

Page 7: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.7

Just Adding Storage is Unsustainable

IDC, December 2007

“Simply continuing to add more storage throughtraditional methods is unsustainable becausemany datacenters will be unable to provide thenecessary power, space, or cooling. As a result,companies need to be more effective andefficient in the way they provide storage resources.”

Page 8: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.8

The Need for Storage Management

• Regularly and on-going

• Files and folders reviewed

• Compliance Management

• Determination made to

– Leave data where it is

– Move it to Tier 2 or 3 storage

– Delete it

But where are you going to find time to do all this?

Page 9: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.9

Novell® Storage Manager

• Automates full lifecycle management of user andgroup storage

• Leverages eDirectory™ or Active Directory

• Automates comprehensive set of management tasks

• Identity-based

• Policy-driven

• Helps assure compliance

• Saves significant time and money

Page 10: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.10

Storage

Storage Hardware Environments

• Storage Hardware Platforms• Storage Area Networks• Unstructured data• Company assets• NetWare and OES Linux• Linux• Windows Server

Page 11: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.11

StorageIdentity

AD

Novell eDirectory

Microsoft Active Directory

• Provisioning / De-Provisioning• Role Based Management

Identity Management

• Storage Hardware Platforms• Storage Area Networks• Unstructured data• Company assets• NetWare & OES Linux• Linux• Windows Server

Page 12: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.12

Identity-drivenStorage Management StorageIdentity

• Provisioning / De-Provisioning• Lifecycle Storage Management• Automate manual processes• Secure based on policies

AD

Novell eDirectory

Microsoft Active Directory

Event

Event

Policy

Policy

• Provisioning / De-Provisioning• Role Based Management

Novell Storage Manager

Novell Storage Manager

NovellStorageManager

NovellStorageManager

Identity-driven and Policy-based Storage Management

• Storage Hardware Platforms• Storage Area Networks• Unstructured data• Company assets• NetWare & OES Linux• Linux• Windows Server

Page 13: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.13

The Common Thread: Identity

• HIPAA

• Sarbanes-Oxley

• Privacy Act

• Audit Requirements

• NCLB / AYP

• Fast employee ramp-up

• Do more with less

• Team Collaboration

• Eliminate redundant administration tasks

• Reduce helpdesk burden

• Trend Analysis

• Reduce Complexity

• Consistent storage policies

• Deprovision access to critical data

• File Rights Analysis

• Intellectual Property

Identity-driven Storage Management

DataSecurity

CostReduction Productivity Regulatory

Compliance

Page 14: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.14

And be done with it

Put your policies in the directory

Point your directory at your disk

Manage Storage Based on Policy

Page 15: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.15

Lifecycle Storage ManagementBased on Identity and Policy

Page 16: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.16

Server65

Novell® Storage ManagerPolicy-Driven Automation

SanFransisco

X

Boston

Acme

SFO-Policy

BOS-PolicyVaultServer

Server21

Server37

• Provisioning/Placement• Load-balancing• Restructuring

• Tiering• Migration• Renaming• Deprovisioning/Vaulting

Server4

Page 17: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

Novell® Storage Manager 2.5Components and Server Requirements

Page 18: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.18

Novell® Storage Manager Components

• Collaborative Storage Policies

• User Storage Policies

• Auxiliary Storage Policies

• Block Policies

• Provision Storage

• Rename Folders

• Cleanup Storage

• Server to Server Data Migration

• Grooming and Vaulting of Storage

• File Template Copies

DelegatedWork

NSM EventMonitor

NSMEngine

NSMAgent

StoragePolicies

Page 19: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.19

Novell® Storage ManagerPolicy Architecture

PolicyAssociations

Collaborative Storage Management

Rules

Personal Storage Management

Rules

Page 20: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.20

Novell® Storage ManagerServer Component Example

HQ

ATL LON

VOL1:\UsersVOL1:\Collaborative

VOL1:\UsersVOL1:\Collaborative

VOL1:\UsersVOL1:\Collaborative

OESLX-LONOESNW-ATLOESLX-ATL

Agent Agent Agent

M – DAM – HQM – ATLM – LON

Event

OESLX-HQ OESNW-HQ

EngineEvent

RW – DARW – HQRW – ATLRW – LONVOL1:\NSMTEMPLATES

DA

HQ

ATL

LON

DA

NSMPOLICIES

GROUP

USER

-OWNER--MEMBER--GROUP-

LON-USERS

Page 21: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.21

Novell® Storage ManagerCreate User Event

HQ

ATL LON

VOL1:\UsersVOL1:\Collaborative

VOL1:\UsersVOL1:\Collaborative

VOL1:\UsersVOL1:\Collaborative

OESLX-LONOESNW-ATLOESLX-ATL

Agent Agent Agent

M – DAM – HQM – ATLM – LON

Event

OESLX-HQ OESNW-HQ

EngineEvent

RW – DARW – HQRW – ATLRW – LONVOL1:\NSMTEMPLATES

User

DA

HQ

ATL

LON

DA

NSMPOLICIES

GROUP

USER

-OWNER--MEMBER--GROUP-

LON-USERS

Page 22: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.22

Novell® Storage ManagerCreate User Event

HQ

ATL LON

VOL1:\UsersVOL1:\Collaborative

VOL1:\UsersVOL1:\Collaborative

VOL1:\UsersVOL1:\Collaborative

OESLX-LONOESNW-ATLOESLX-ATL

Agent Agent Agent

M – DAM – HQM – ATLM – LON

Event

OESLX-HQ OESNW-HQ

EngineEvent

RW – DARW – HQRW – ATLRW – LONVOL1:\NSMTEMPLATES

User

DA

HQ

ATL

LON

DA

NSMPOLICIES

GROUP

USER

-OWNER--MEMBER--GROUP-

LON-USERS

Page 23: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.23

Novell® Storage ManagerCreate User Event

HQ

ATL LON

VOL1:\UsersVOL1:\Collaborative

VOL1:\UsersVOL1:\Collaborative

VOL1:\UsersVOL1:\Collaborative

OESLX-LONOESNW-ATLOESLX-ATL

Agent Agent Agent

M – DAM – HQM – ATLM – LON

Event

OESLX-HQ OESNW-HQ

EngineEvent

RW – DARW – HQRW – ATLRW – LONVOL1:\NSMTEMPLATES

User

DA

HQ

ATL

LON

DA

NSMPOLICIES

GROUP

USER

-OWNER--MEMBER--GROUP-

LON-USERS

Page 24: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.24

Novell® Storage ManagerCreate User Event

HQ

ATL LON

VOL1:\UsersVOL1:\Collaborative

VOL1:\UsersVOL1:\Collaborative

VOL1:\Users \BSMITHVOL1:\Collaborative

OESLX-LONOESNW-ATLOESLX-ATL

Agent Agent Agent

M – DAM – HQM – ATLM – LON

Event

OESLX-HQ OESNW-HQ

EngineEvent

RW – DARW – HQRW – ATLRW – LONVOL1:\NSMTEMPLATES

User

DA

HQ

ATL

LON

DA

NSMPOLICIES

GROUP

USER

-OWNER--MEMBER--GROUP-

LON-USERS

Page 25: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.25

Novell® Storage Manager 2.5 Agent

Delegate Tasks to Target Agent

• Server to Server Data Migration

• Grooming and Vaulting of Storage

• File Template Copies

NSM EventMonitor

NSMEngine

StoragePolicies

Agent ManagedStorageAgentManaged

Storage

Directory Services

Page 26: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.26

Novell® Storage ManagerMove User Event

HQ

ATL LON

VOL1:\UsersVOL1:\Collaborative

VOL1:\Users \BSMITHVOL1:\Collaborative

VOL1:\UsersVOL1:\Collaborative

OESLX-LONOESNW-ATLOESLX-ATL

M – DAM – HQM – ATLM – LON

Event

OESLX-HQ OESNW-HQ

EngineEvent

RW – DARW – HQRW – ATLRW – LONVOL1:\NSMTEMPLATES

User

DA

HQ

ATL

LON

DA

NSMPOLICIES

GROUP

USER

-OWNER--MEMBER--GROUP-

LON-USERS

TargetSource

Page 27: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.27

Novell® Storage ManagerMove User Event

HQ

ATL LON

VOL1:\UsersVOL1:\Collaborative

VOL1:\Users \BSMITHVOL1:\Collaborative

VOL1:\UsersVOL1:\Collaborative

OESLX-LONOESNW-ATLOESLX-ATL

M – DAM – HQM – ATLM – LON

Event

OESLX-HQ OESNW-HQ

EngineEvent

RW – DARW – HQRW – ATLRW – LONVOL1:\NSMTEMPLATES

User

DA

HQ

ATL

LON

DA

NSMPOLICIES

GROUP

USER

-OWNER--MEMBER--GROUP-

LON-USERS

TargetSource

Page 28: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.28

Novell® Storage ManagerMove User Event

HQ

ATL LON

VOL1:\UsersVOL1:\Collaborative

VOL1:\Users \BSMITHVOL1:\Collaborative

VOL1:\UsersVOL1:\Collaborative

OESLX-LONOESNW-ATLOESLX-ATL

M – DAM – HQM – ATLM – LON

Event

OESLX-HQ OESNW-HQ

EngineEvent

RW – DARW – HQRW – ATLRW – LONVOL1:\NSMTEMPLATES

User

DA

HQ

ATL

LON

DA

NSMPOLICIES

GROUP

USER

-OWNER--MEMBER--GROUP-

LON-USERS

TargetSource

Page 29: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.29

Novell® Storage ManagerMove User Event

HQ

ATL LON

VOL1:\UsersVOL1:\Collaborative

VOL1:\Users \BSMITHVOL1:\Collaborative

VOL1:\UsersVOL1:\Collaborative

OESLX-LONOESNW-ATLOESLX-ATL

M – DAM – HQM – ATLM – LON

Event

OESLX-HQ OESNW-HQ

EngineEvent

RW – DARW – HQRW – ATLRW – LONVOL1:\NSMTEMPLATES

User

DA

HQ

ATL

LON

DA

NSMPOLICIES

GROUP

USER

-OWNER--MEMBER--GROUP-

LON-USERS

TargetSource

Page 30: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.30

Novell® Storage ManagerMove User Event

HQ

ATL LON

VOL1:\UsersVOL1:\Collaborative

VOL1:\Users \BSMITHVOL1:\Collaborative

VOL1:\UsersVOL1:\Collaborative

OESLX-LONOESNW-ATLOESLX-ATL

M – DAM – HQM – ATLM – LON

Event

OESLX-HQ OESNW-HQ

EngineEvent

RW – DARW – HQRW – ATLRW – LONVOL1:\NSMTEMPLATES

User

DA

HQ

ATL

LON

DA

NSMPOLICIES

GROUP

USER

-OWNER--MEMBER--GROUP-

LON-USERS

TargetSource

Page 31: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.31

Novell® Storage ManagerMove User Event

HQ

ATL LON

VOL1:\UsersVOL1:\Collaborative

VOL1:\UsersVOL1:\Collaborative

VOL1:\Users \BSMITHVOL1:\Collaborative

OESLX-LONOESNW-ATLOESLX-ATL

M – DAM – HQM – ATLM – LON

Event

OESLX-HQ OESNW-HQ

EngineEvent

RW – DARW – HQRW – ATLRW – LONVOL1:\NSMTEMPLATES

User

DA

HQ

ATL

LON

DA

NSMPOLICIES

GROUP

USER

-OWNER--MEMBER--GROUP-

LON-USERS

TargetSource

Page 32: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.32

Novell® Storage Manager 2.5Engine Requirements

• NetWare® 6.5 SP7 or later• Virtualized NetWare 6.5 SP7 or later• NSM 3.0 – Native Linux Support

NSM 2.5 EngineNetWare

Page 33: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.33

Novell® Storage Manager 2.5Event Monitoring Requirements

• SUSE® Linux Enterprise Server10 SP1 or later

• Open Enterprise Server 2Linux or later

• eDirectory™ 8.7.3.10 or later• eDirectory 8.8 SP2 or later

OESLinux

NSM 2.5 Event Monitor

OESLinux

NSM 2.5 Event Monitor

NetWare

NSM 2.5 Event Monitor

• NetWare® 6.5 SP5 or later

• eDirectory 8.7.3.9 or later• eDirectory 8.8 SP2 or later

Page 34: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.34

Novell® Storage Manager 2.5Agent Requirements

Managed Storage• NetWare® – Novell Storage

Services™ / Traditional• Open Enterprise Server

NW – NSS / Traditional• OES 2 – NSS• OES 2 – EXT3• OES 2 - Reiser

Server Requirements• NW 6.5 / OES-NW SP7 or later• OES 2 Linux SP1 or later

NSM 2.5 Agent

OESLinuxNetWare

Page 35: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.35

NSMAdmin Requirements

• .NET 3.5 Framework• Windows XP SP3, Windows Vista SP1, or Windows 2007• Windows Server 2003 SP2 or later• Windows Server 2008 SP 1 or later

Novell Storage Manager 2.5Management Interface

Page 36: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

Installation Planning

Page 37: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.37

Installation Planning

• Plan server that will be running the Engine

• Plan servers for Event and Agent components

• Design eDirectory™ Structure and Location for Storage Policies

• Policy Naming Standards (User, Auxiliary and Collaborative)

• Obtain Eval or Production Novell® Storage Manager 2.5 License

– http://www.storagemgr.com

• Install .NET 3.5 on the Windows Management Workstation

Page 38: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

Getting Existing User StorageManaged By Policy

Page 39: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.39

Process Overview

• Run Janitor and gather global statistics and anomaly reports

• Run Consistency Checks on target users and correct issues

• Configure User Storage File Template• Create and associate User Storage Policy and remove

existing home directory creation process• Perform Novell® Storage Manager Manage Operations• Run Final Consistency Checks and Anomaly Reports• Configure Quota Manager Help Desk Interface

Page 40: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.40

Global Statistics

Page 41: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.41

Anomaly ReportsOrphaned Home Directory Candidates

Page 42: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.42

Getting Existing Storage ManagedConsistency Check Report

Page 43: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.43

Getting Existing Storage ManagedConsistency Check Report

Page 44: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.44

Create Policy and Bring StorageInto Compliance

Page 45: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.45

Final Report – 100% Compliance

Page 46: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

Quota Management

Page 47: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.47

Quota Management Rules

Page 48: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.48

Preserve Quota on Move andImport Settings

Page 49: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.49

Quota Manager Help Desk Interface

Page 50: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.50

Quota Manager Help Desk Interface

Page 51: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

Group-based CollaborativeStorage Policies

Page 52: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.52

Policy DefinitionsUser Home Directory Attributes

DeleteWait

Template

Rights

Quota

Paths

OES Linux

NetWare

Home Directory

Page 53: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.53

Policy DefinitionsGroup Home Directory Attribute

DeleteWait

Template

Rights

Quota

Paths

DeleteWait

Template

Rights

Quota

Paths

OES Linux

NetWare

Home DirectorycccFSFactoryHomedir

Page 54: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.54

Identity-Driven Collaborative StoragePolicy Association

Algorithm: Random Balance (Path)Rights:Quota: 500 MBTemplate: SERV1/VOL1:ProjectFilesDelWait: Never

Policy TargetFile Systems

ATLANTA

ENG SALESPROJECTS

SERV1/VOL1:ProjectFiles

Assign Policy to Projects Container

Page 55: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.55

Identity-Driven Collaborative StorageCreate Group Event

Algorithm: Random Balance (Path)Rights:Quota: 500 MBTemplate: SERV1/VOL1:ProjectFilesDelWait: Never

Policy TargetFile Systems

ATLANTA

ENG SALESPROJECTS

Create ProjectGroup Project

SERV1/VOL1:ProjectFiles

Assign Policy to Projects Container

Page 56: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.56

Identity-Driven Collaborative StorageApply Policy Settings

Algorithm: Random Balance (Path)Rights:Quota: 500 MBTemplate: SERV1/VOL1:ProjectFilesDelWait: Never

Policy TargetFile Systems

ATLANTA

ENG SALESPROJECTS

Create ProjectGroup Project

SERV1/VOL1:ProjectFiles

ATL-Project Automatically Create Project Storage

ATL-Project

500MB

Rights Quota

Copy Group Storage Template Files

Page 57: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.57

Novell® Storage Manager Monitors the Group Member and Owner Attributes

EWilliamson.ENG.HQ.CORPJHill.ENG.HQ.CORPKBates.ENG.HQ.CORPLPickens.ENG.HQ.CORPPHamby.ENG.HQ.CORPRDonalds.ENG.HQ.CORPSHolmes.ENG.HQ.CORPTHerlong.ENG.HQ.CORP

SHolmes.ENG.HQ.CORPTHerlong.ENG.HQ.CORP

Members Owners

+

Assign Members and Owners to the Project Group

Page 58: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.58

Provision Shared Storage andAssign Rights

ProjectMembers

Manager

RightsQuota

Novell® Storage Manager automatically provisions storage and assigns file system rights for project managers and team members

Page 59: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

Group Storage PolicyConfiguration Steps

Page 60: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.60

1. Create 3 eDirectory™ Objects

Create eDirectory

Objects

Page 61: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.61

2. Create Novell® Storage Manager Storage File Template

Create File Template

SYS:\FACTORY\SAMPLE TEMPLATES

Page 62: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.62

3. Assign Rights to Storage File Template

AssignRights to

Directories

Rights

Page 63: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.63

4. Create Novell® Storage Manager Group Storage Policy and Associate with Projects Container

Page 64: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.64

5. Create eDirectory™ Group ObjectATL-PROJECTCreate Group

Object

Page 65: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.65

Novell® Storage Manager Copies Template and Assigns Rights

Page 66: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.66

6. Assign Owners and Membersto Group

EWilliamson.ENG.HQ.CORPJHill.ENG.HQ.CORPKBates.ENG.HQ.CORPLPickens.ENG.HQ.CORPPHamby.ENG.HQ.CORPRDonalds.ENG.HQ.CORPSHolmes.ENG.HQ.CORPTHerlong.ENG.HQ.CORP

SHolmes.ENG.HQ.CORPTHerlong.ENG.HQ.CORP

Members Owners

+

Page 67: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.67

Provision Shared Storage and Assign Rights Based on Group Owner and Membership

Novell® Storage Manager automatically provisions storage and assigns file system rights for project managers and team members

RightsQuota

Team Members

Project Managers

Page 68: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.68

Provision Class Storage and Assign Rights Based on Group Owner and Membership

RightsQuota

Novell® Storage Manager automatically provisions storage and assigns file system rights for instructors and students

Instructor

Students

Page 69: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.69

Dynamic Template Processing

Page 70: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.70

Dynamic Template Processing

Hide Folders FromEnd Users View

Page 71: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.71

Sample TemplatesSYS:\FACTORY Directory

Page 72: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.72

Vault on Delete Rules

Page 73: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.73

Migrate Collaborative Storage

Page 74: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.74

Backfill Multiple Groups

Page 75: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

Auxiliary Storage Policies

Page 76: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.76

Expanding the Scope of Managed User Storage• Novell® Storage Manager 2.0 has limited scope of

managing one piece of storage per user (the Home Directory)

• Many customers have a need to manage multiple pieces of storage per user

• Workarounds include using the -member- processing in collaborative storage policies or scripts

• A new methodology: linking the primary home directory policy to auxiliary policies

• Seperate and independent policy rules (rights, quota, templates, cleanup, grooming, vaulting)

Page 77: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.77

Auxiliary Storage Management Examples• Application folder managed by IT department

• HR folder created for each employee

• Student Records Folder (Portfolio)

• Terminal Services profile folder for each employee

Page 78: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.78

Auxiliary Storage Policies

ATL-Primary APPS-AUX

HR-AUX

ATL LONHQ

CORP

LON-Primary APPS-AUX

Page 79: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.79

Auxiliary Storage Policies

ATL-Primary APPS-AUX

HR-AUX

ATL LONHQ

CORP

LON-Primary APPS-AUX

Page 80: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.80

Provision Auxiliary Storage

SKNIGHT

ATL-Primary APPS-AUX

HR-AUX

ATL LONHQ

CORP

LON-Primary APPS-AUX

Page 81: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.81

APPS-AUX

Provision Auxiliary Storage

Read Only Access

No Access

SKNIGHT

ATL-Primary APPS-AUX

HR-AUX

ATL LONHQ

CORP

LON-Primary APPS-AUX

Page 82: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.82

Life Cycle Management – Move User

Read Only Access

ATL-Primary APPS-AUX

HR-AUX

ATL LONHQ

CORP

LON-Primary APPS-AUX

SKNIGHT

Page 83: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.83

Life Cycle Management – Move User

Read Only Access

ATL LONHQ

CORP

ATL-Primary APPS-AUX

HR-AUX

LON-Primary APPS-AUX

SKNIGHT

Page 84: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.84

Life Cycle Management – Move User

Read Only Access

ATL LONHQ

CORP

ATL-Primary APPS-AUX

HR-AUX

LON-Primary APPS-AUX

SKNIGHT

Page 85: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.85

Deprovision Auxiliary Storage

Read Only Access

Vault

DeleteATL LONHQ

CORP

ATL-Primary APPS-AUX

HR-AUX

LON-Primary APPS-AUX

SKNIGHTX

Page 86: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.86

Deprovision Auxiliary Storage

Delete

ATL LONHQ

CORP

ATL-Primary APPS-AUX

HR-AUX

LON-Primary APPS-AUX

Page 87: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.87

Deprovision Auxiliary Storage

Vault

ATL LONHQ

CORP

ATL-Primary APPS-AUX

HR-AUX

LON-Primary APPS-AUX

Page 88: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.88

Linking User Storage Policies

DE

PrimaryPolicy

Apps Aux HR Aux

StorageTemplate Target Storage

Template Target

StorageTemplate

Target

The primarypolicy manages

the HomeDirectory

By linking AUXpolicies to theprimary policy,Novell® Storage

Manager can managemultiple pieces ofstorage per user

Multi-valuedAttribute added toeach user object

There is nopractical limit tothe number oflinked policies

Page 89: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.89

AUX Policy Naming

DE

DEPRI

AppsAux

HRAux

StorageTemplate

StorageTemplate

StorageTemplate

Auxiliary Policies are named accordingto their function

Page 90: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.90

Location Storage

DE

Jan

DEPRI

AppsAux

HRAux

StorageTemplate

StorageTemplate

StorageTemplate

Home Directory

AuxillaryStorage(Multi-Valued)

A multi-valued attribute named AuxiliaryStorage is added to the user and points to

the individual user directory in eachauxiliary storage location

Page 91: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.91

Application of Linked Policies

DE

Jan

DEPRI

AppsAux

HRAux

Jan

Jan

Jan

StorageTemplate

StorageTemplate

StorageTemplate

Home Directory

AuxillaryStorage(Multi-Valued)

When a user's home directory is provisioned,each piece of auxiliary storage is provisioned

If a user is renamed or deleted, each piece ofauxiliary storage is renamed or cleaned up

according to the individual policy

Page 92: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.92

Policy Change

DE

Jan

DEPRI

AppsAux

HRAux

Jan

Jan

Jan

StorageTemplate

StorageTemplate

StorageTemplate

UK

UKPRI

TSAux

AppsAux

Jan

Jan

Jan

StorageTemplate

StorageTemplate

StorageTemplate

Home Directory

AuxillaryStorage(Multi-Valued)

Page 93: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.93

AUXMAP

• New command to use the auxiliary storage catalog on the user to allow drive mapping to the storage associated with a policy

• Located in the Components folder

User_Apps

JanAUXMAP ROOT K:=Apps-Aux

Page 94: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

Disaster Recovery Management

Page 95: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.95

Defining DR

PersonalDisaster

GlobalDisaster

• Volume Failures• SAN Failures• Data Center Failures

• Misplaced Files• Overwritten Files• Accidentally Deleted

Files

Page 96: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.96

DR Challenges

Recovery from global disasters is intellectually simple

• Volume23 was corrupted at 16:21 on May 12, 2008

• Use the latest backup to recover the data

Recovery from personal disasters is intellectually challenging• Bob says some of his files are gone• Thinks he saw them a few months ago … Not sure• Uncertainty ensues...• Where are Bob's files located on the network?• Where were they last week? Last month?

Page 97: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.97

Migration and DR Challenges

Administrators at all sitesmigrate and restructure

storage

Backups operate withoutregard to data users and

do not provide identity-baseddata-based recording

Without manual processes,no record exists of where aparticular object's data waslocated at any point in time

eDirectory™

Active Directory Admin

Server65

Server37

May 12Move

May 1Access

June 1Access

Page 98: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.98

Storage Location Tracking

Server41

DataRights*Quota*

???

DirectoryServices

Important toUsers•Locate, Access,Share

Important toAdministrators•DR•Management

Directory servicescontains pointes to abasic set of storage

locations

Used by user to locateand access storage

locations

Used by administratorsto determine storagelocation information in

personal disastersituations

Can become corrupt orlost in global disaster

situations

Management of thesepointers is outside thescope of many backup

solutions

Page 99: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.99

Novell® Storage Manager and DR

• Policy engine manages storage and Directory Services pointers to storage

• Extends directory services to hold an unlimited number of storage locations per object

• Maintains a catalog of all managed storage locations and associated information

• Provides post-data-recovery tools that use the catalog

NSM

✔ Restore quota information in the File System

✔ Restore storage locationpointers in DS

✔ Restore trustee rights inthe File System

DirectoryServices

DirectoryServices

Backup

Page 100: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.100

Solving the Timeline DR Problem

NSM

NSMCatalog

Server65

Server37

May 1Access

June 1Access

May 12Move

Backup Admin

NSM NSMCatalog

NSM managesdata storages

based on identityand maintains

locationinformation in the

catalog

NSM catalogextended to

maintainhistorical

information

Historicalinformation iscategorized by

purpose

Administratorscan retrieve atimeline-based

data mapdetailing storagelocations for data

by purpose

Appropriatebackup can beeasily located

Page 101: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

Storage Redistribution(Novell® Storage Manager 2.5 SP1)

Page 102: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.102

Novell® Storage Manager polices allow distribution of directories across multiple storage locationsDistribution algorithm is defined in the policy

Background

SanFransisco Munich

AcmeServer37

Server42

Server65

MUN-Policy

Page 103: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.103

Problem Statement

Over time, storagedistribution may needadjustment

There are a number ofreasons that adjustmentsmay be necessary

Page 104: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.104

Additional paths added to the policy

Distribution Adjustment Reason #1

SanFransisco Munich

AcmeServer37

Server42

Server65

MUN-Policy

Server68

Page 105: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.105

Change in the underlying disk subsystem for existing paths

Disk is added or removedOther storage on the target volumes freed or used

Distribution Adjustment Reason #2

SanFransisco Munich

AcmeServer37

Server42

Server65

MUN-Policy

Page 106: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.106

Data and/or storage usage characteristics are not uniform

Distribution Adjustment Reason #3

SanFransisco Munich

AcmeServer37

Server42

Server65

MUN-Policy

Page 107: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.107

Redistribution Criteria

Redistribution may be needed according to various criteria:

Number of directorieswithin a given path

Data size of all directorieswithin a given path

Quota-based commitment for alldirectories within a given path

Page 108: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.108

Redistribution Criteria Targeting

Administratorallowed to specifyapproximate target

distributionaccording to

percentages on apath-by-path basis

Path Current Target

S65/Vol1:Users 55%

S37/Share:Users 21%

S21/Vol1:UHome 10%

S15/V1:Users 14%

20%

40%

20%

20%

Page 109: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.109

NSMAdmin

1. Engine collects size/quota data for all policy related storage nightly via the janitor process

2. Novell® Storage Manager Admin uses relevant data for storage managed by a given policy

3. Allows the admin to direct redistribution according to criteria and see the approximate effects prior to triggering any data movement

4. Admin issues redistribution operations to the Engine as discrete tasks on the event queue

Methodology

IntendedAction List

3

DirectorySize and

Quota Data

NSMEngine

JanitorProcess

1

Identity Policy

Request Data for a Policy

2Return Object/Path/Size/QuotaData

Issue Move Op Commands

4

Page 110: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.110

Results are Approximate

Data size and quota commitment informationis based on most recent janitor scan

Physical volume sizes may prohibitreaching requested redistribution goals

Network is fluid while operations are calculatedand conducted – user data changes by the second

Best results obtained by performing redistribution operations soon after a janitor scan during periods of low network usage

Page 111: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.111

Redistribution is a Policy Operation

Page 112: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.112

Criteria Selection

Select primarycriteria for

redistribution

Data Size

Dir Count Commit

Page 113: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.113

Perform calculationsand show projections

Targeting and Calculations

Enter targetpercentages

Show calculatedoperations next

Page 114: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.114

Preliminary Results Review

Submit operationsto the engine

Individually selecttargets

Individually enable/disabletarget operations

Page 115: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

Novell® Storage ManagerAction Object

Page 116: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.116

Maybe Policy is Not Enough

• Taking action outside of the Novell® Storage Manager canned policy construct

• Work with events and objects that are not connected to NSM Policies

• Insert approval processes through workflow

• Drive file system actions through the IDM Driver paradigm

• Provide exception based access to storage locations

Page 117: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.117

Action Object Facts

• Provides a type of application programming interface (API) for use with Novell® Storage Manager

• An object in eDirectory™ that represents a single file system event, such as creating a directory or setting file system rights on a specified target path

• Used to manage file system related tasks outside the normal Novell Storage Manager policy construct

• May be created by any process, application, or API that can manage extended object classes and attributes in eDirectory

– Examples include iManager, ConsoleOne®, LDIF andNovell Identity Manager

Page 118: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.118

Relationship Begins

Provision Shared Storage Basedon Role

Provisioning

Move Locations Change Roles

Forgot Password

Password Expires

Password Management

Relationship Ends

De-provisioning

Access Resources

Access Management

Single Sign-on

Marketing Share

Sales Dept

Role-based Entitlement

Marketing Role

Page 119: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.119

Relationship Begins

Provision Shared Storage Basedon Role

Provisioning

Move Locations Change Roles

Forgot Password

Password Expires

Password Management

Relationship Ends

De-provisioning

Access Resources

Access Management

Single Sign-on

Marketing Share

Sales Dept

Role-based Entitlement

Marketing Role

Page 120: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.120

Relationship Begins

Exception Based AccessProvisioning

Move Locations Change Roles

Forgot Password

Password Expires

Password Management

Relationship Ends

De-provisioning

Workflow Entitlement

Access Resources

Access Management

Single Sign-on

Sales Dept Access Request

Marketing Share

Sales Dept

Role-based Entitlement

Marketing Role

Exception Based Access

Page 121: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.121

Relationship Begins

Exception Based AccessProvisioning

Move Locations Change Roles

Forgot Password

Password Expires

Password Management

Relationship Ends

De-provisioning

Workflow Entitlement

Access Resources

Access Management

Single Sign-on

Approval

Sales Dept Access Request

Marketing Share

Sales Dept

Role-based Entitlement

Marketing Role

Exception Based Access

Page 122: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.122

Relationship Begins

Exception Based AccessProvisioning

Move Locations Change Roles

Forgot Password

Password Expires

Password Management

Relationship Ends

De-provisioning

Workflow Entitlement

Access Resources

Access Management

Single Sign-on

Approval

Sales Dept Access Request

NSM Provisions Access to Sales Dept Secure Folder

Marketing Share

Sales Dept

Role-based Entitlement

Marketing Role

Exception Based Access

Page 123: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.123

Choosing a Command/Control InterfaceConsidered:

– SOAP or Web Services– Local System API– RPC-Based API– Others

Most IDM developers know how to work with Directory Services

So, let’s use eDirectory™ as the interface ActionObjects

Page 124: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.124

Novell® Storage Manager Action Object Schema AttributesOperationOptionsPath1Path2Execute TimeExecute OptionsAssociationControlStatusResultCleanupChain_StartChain_Next

MkDirCopyDirRemoveDirSetQuotaRemoveQuotaSetTrusteeCopyTrusteeSetAttrRename…

Each Action Object performs one discrete file system operation

Page 125: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.125

Set Trustee Attributes

Page 126: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.126

Novell® Storage Manager Action Object Operations

Page 127: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.127

Action Object Securityand Performance

Even monitor watches for Action Objects

Subsystem must be enabled in the engine

Eligible container(s) must be configured

Security checks done against the object creator

Work is done under the guidance of the engine

Page 128: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.128

Overview

11

1

2

3 33

LDAP/LDIF

iManager

Identity ManagerRole Based Provisioning

Workflow

NSM DirectoryEvent Monitor

NSM Engine

CCTEC-TREE

o=org

ou=usersou=actions

TrusteeAssignments

QuotaManagement

Folder CreationFolder Copy

Page 129: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.129

Role-based Provisioning

Role Based

Storage Manager

IDM

Workflow Based

Identity Manager Entitlement

HR System

Workflow Entitlement

Marketing Role

Role-based Provisioning (RBP)

Page 130: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.130

Role-based Provisioning

Role Based

Storage Manager

IDM

Workflow Based

Identity Manager Entitlement

HR System

Workflow Entitlement

Marketing Department

Role-based Provisioning (RBP)

Marketing Role

Page 131: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.131

Role-based ProvisioningIdentity Manager Entitlement

Marketing Department

Workflow Entitlement

Role-based Provisioning (RBP)

NSM Storage Policy

Marketing Role

Role Based

Storage Manager

IDM

Workflow Based

HR System

Page 132: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.132

Role-based ProvisioningIdentity Manager Entitlement

Marketing Share

Workflow Entitlement

Role-based Provisioning (RBP)

NSM Storage Policy

Marketing Department

Marketing Role

Role Based

Storage Manager

IDM

Workflow Based

HR System

Page 133: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.133

Workflow EntitlementsIdentity Manager Entitlement

Workflow Entitlement

Marketing Share

Role-based Provisioning (RBP)

Marketing Department

Marketing Role

Role Based

Storage Manager

IDM

Workflow Based

HR System

Page 134: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.134

Workflow Entitlements

Workflow Entitlement

Identity Manager Entitlement

Marketing Share

Sales Dept Access Request

Role-based Provisioning (RBP)

Marketing Department

Marketing Role

Role Based

Storage Manager

IDM

Workflow Based

HR System

Page 135: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.135

Workflow Entitlements

Workflow Entitlement

Identity Manager Entitlement

Marketing Share

Sales Dept Access Request

Approval

Role-based Provisioning (RBP)

Marketing Department

Marketing Role

Role Based

Storage Manager

IDM

Workflow Based

HR System

Page 136: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.136

Workflow EntitlementsIdentity Manager Entitlement

Marketing Share

Sales Dept Access Request

Workflow Entitlement

Approval

Role-based Provisioning (RBP)

Marketing Department

Marketing Role

NSM Action Object

Operation: SetTrusteePath: (Folder Path)Option: RFTarget: bob.lon.corp

Trigger:

Role Based

Storage Manager

IDM

Workflow Based

HR System

Page 137: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.137

Workflow EntitlementsIdentity Manager Entitlement

NSM Action Object

Marketing Share

Sales Dept Access Request

Workflow Entitlement

Approval

Role-based Provisioning (RBP)

Marketing Department

Marketing Role

Operation: SetTrusteePath: (Folder Path)Option: RFTarget: bob.lon.corp

Trigger: READY

Set Trigger Attribute

Role Based

Storage Manager

IDM

Workflow Based

HR System

Page 138: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.138

Workflow EntitlementsIdentity Manager Entitlement

Marketing Share

Sales Dept Access Request

Workflow Entitlement

Approval

Provision Read & File Scan access to Sales Dept Secure Folder

Role-based Provisioning (RBP)

Marketing Department

Marketing Role

NSM Action Object

Role Based

Storage Manager

IDM

Workflow Based

HR System

Page 139: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.139

Workflow EntitlementsIdentity Manager Entitlement

Marketing Share

Sales Dept Access Request

Workflow Entitlement

Approval

Completion Status

Role-based Provisioning (RBP)

Provision Read Only Access to Sales Dept Secure Folder

Marketing Department

Marketing Role

NSM Action Object

Role Based

Storage Manager

IDM

Workflow Based

HR System

Page 140: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.140

Workflow EntitlementsIdentity Manager Entitlement

Marketing Share

Workflow Entitlement

Approval

Notification to User

Completion Status

Sales Dept Access

Role-based Provisioning (RBP)

Provision Read Only Access to Sales Dept Secure Folder

Marketing Department

Marketing Role

NSM Action Object

Role Based

Storage Manager

IDM

Workflow Based

HR System

Page 141: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

Upgrading fromNovell® Storage Manager 2.0

Page 142: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.142

Novell® Storage Manager 2.5Engine Platform

NetWareNetWareNSM 2.0 Engine

FSFENGIN.NL,M NSM 2.5 EngineNSMENGIN.NL,M

• NetWare® 6.5 SP7 or later

Page 143: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.143

Novell® Sentinel™ to Novell Storage Manager 2.5 Agent Platform

NSMAGENT.NL,M

NetWare OESLinux

NSM 2.5 Agent

NetWareNSM 2.0 SentinelFSFEVENT.NL,M

• NetWare® 6.5 SP7 or later

• Open Enterprise Server 2 Linux SP1 or later

Server Requirements

Page 144: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.144

Novell® Storage Manager 2.5Agent Requirements

NetWare OESLinux

NSM 2.5 Agent

• NetWare® – Novell Storage Services™ / Traditional

• Open Enterprise Server NetWare – NSS / Traditional

• OES 2 – NSS• OES 2 – EXT3• OES 2 - Reiser

Managed Storage

• NetWare 6.5 / OES-NetWare SP7 or later

• OES 2 Linux SP1 or later

Server Requirements

Page 145: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.145

Event Monitoring Platform

Novell® Storage Manager 2.5 Event Monitor

LDAP Event Monitor

OESLinux

LDAP Event Monitor

OESLinux

NetWare

NetWare

NSM 2.0 Event MonitorFSFEVENT.NL,M

NSMEVENT.NL,M

Page 146: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.146

Novell® Storage Manager 2.5 Event Monitoring Requirements

• SUSE® Linux EnterpriseServer 10 SP1 or later

• Open Enterprise Server 2Linux or later

• eDirectory™ 8.7.3.10 or later• eDirectory 8.8 SP2 or later

OESLinux

NSM 2.5 Event Monitor

OESLinux

NSM 2.5 Event Monitor

NetWare

NSM 2.5 Event Monitor

• NetWare 6.5 SP5 or later

• eDirectory 8.7.3.9 or later• eDirectory 8.8 SP2 or later

Page 147: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.147

UpgradeMore Stuff You Need to Know

• All communications between Engine, Event and Agents converted from NCP™ to XML/HTTPS

• Engine volcache gets rebuilt on upgrade • Schema extended for new policy attributes• Agent now does template copy, vaulting and grooming operations• Agent configured on engine server off loads engine• Need a new License.dat file - http://www.storagemgr.com• STOP creating any user and group objects in eDirectory™

• Make sure eDirectory is healthy and in sync• If moving the engine to another server or volume, do this either

before or after the upgrade– http://www.storagemgr.com/nsm/content/support/faqs

Page 148: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.148

Upgrade Check Lists – Page 9Complete Novell® Storage Manager 2.5 Training or install on lab system to get familiar with new management interface and features prior to upgrading

Document the server and path where the current NSM 2.0 Engine is running

Obtain a new NSM 2.5 Production License (Trial or Production)http://www.storagemgr.com

Using NSMAdmin, select Admin Dashboard | Utilities | dumpconfig•Print and document current NSM 2.0 configuration •Document current Sentinel, Proxy Sentinels and Event servers•Document any work that needs to be completed by the engine

Verify that the NSM 2.0 Engine server meets NSM 2.5 requirements of NetWare® 6.5 SP7 or later

Verify that the servers that have the Event service enabled meet NSM 2.5 requirements. Document any that don’t and that will not be upgraded.•NetWare 6.5 SP5 or later •eDirectory™ 8.7.9 or later•eDirectory 8.8 SP2 or later

Verify that the servers that have the Sentinel service enabled meet the NSM 2.5 Agent requirements of NetWare 6.5 SP7 or later

Any NetWare servers that have the NSM 2.0 Sentinel enabled that do not meet the SP7 requirement will have to either be upgraded to SP7 or you will need to configure an Proxy Agent for them.

Notes

Page 149: Novell Storage Manager: Your Secret Weapon for Simplified File and User Management

© Novell, Inc. All rights reserved.149

Upgrade Check ListsVerify that any OES Linux servers that are targeted for the Novell® Storage Manager Linux Agent have been upgraded to Open Enterprise Server 2 Linux SP1 minimum.

Document any OES 2 Linux SP1 servers that currently have a Proxy Agent configured that you plan to install the NSM Agent on.

Verify that any OES Linux or Linux servers that are targeted for the NSM Event service meet the following requirements OES 2 Linux

• Server Installation - OES 2 Linux or later• Monitored Replicas - eDirectory 8.7.3.10 or later• Monitored Replicas at eDirectory 8.8 SP2 or later

SUSE® Linux Enterprise Server 10 •Server Installation- SLES 10 SP1 or later•Monitored Replicas - eDirectory™ 8.7.3.10 or later•Monitored Replicas at eDirectory 8.8 SP2 or later

Run NSMAdmin 2.0 and complete the following•Clean up pending events that need to process. •Remove all Sentinels that will not be upgraded•Remove any Event servers that will not be upgrade

Install .NET 3.5 on the NSM Management workstation

Make a backup copy of the current NSM 2.0 Installation folder

Perform eDirectory Health Check - Timesync and Partition Sync

Make sure no one is creating or moving user objects in eDirectory. If Collaborative policies are configured, make sure group objects are not getting created until after the upgrade.

Complete the following steps just prior to starting the upgrade

Notes

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Product Web Pagehttp://www.novell.com/storagemanger

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Novell® Storage Manager SupportWeb Site

http://www.storagemgr.com

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