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  1. 1. StorageStorage ConceptsIP Storage: iSCSI and NAS/NFSFibre Channel SAN StorageVMFS Datastores
  2. 2. StorageStorage – virtual disks & VMFSStorage Area Networks (SAN)Understanding FC & iSCSI StorageWhy you need a SANStorage Terms you must knowWhat is in a Datastore?ESX Server Storage OptionsVMFS Specs and Maxs
  3. 3. Types of StoragesLocal (SCSI/SATA/SAS/IDE)SAN (Fibre Channel & iSCSINAS (NFS & CIFS)
  4. 4. Why do you need a StorageESX to BootFor Virtual MachinesCentralized Storage is required for advanced features of vSphere likeVMotion, VMHA, FT, and DRS
  5. 5. ESX / ESXiIncase if we choose to install ESX/ESXi Server, the Server can beinstalled on the local disk of the physical machine or on the SAN (Bootfrom SAN - Remote Boot). VMware ESX supports boot from SAN.Booting from SAN requires one dedicated LUN per server.VMware ESXi (4.1 Only) may be booted from SAN. This is supportedfor Fibre Channel SAN, as well as iSCSI and FCoE for certain storageadapters that have been qualified for this capability. (Refer HCL forsupported Storage Adapters).ESXi comes in 2 versionEmbedded : The ESXi is embedded in the hardware on which there isa Flash ROM, these servers are mostly provided by vendors.Installable/ISO: ESXi is also available as Installable or an ISO
  6. 6. Space Requirements to Install ESXvmkcore 110 Mbboot Partition 1.1 Gb/ root partition 5 Gbvar/log partition 2 Gbswap partition 600 Mb to 1.6 Gbvmkcore partition is used to store the core dumps generated by the VMkernel.The /var/core directory is used to store the core dumps.Optionally you can go for Scratch Partition (Optionally) - We call it vFATScratch partition - 4GbESXi can locally boot from USB ROM, we may not have 4Gb on the USB Driveand we might not go for Vscratch partition.When we dont go for a Vscratch partition, ESXi Kernel additionally will use 512Mb for itself, by default. VMkernel uses 154 Mb of memory plus incase youdont have a scratch partition, 512 Mb for itself.Vscratch partition is used for swap for the VMkernel.Swap is used for service console on ESX servers. It uses double or 1.5 timesof the memory. Service Console uses minimum 300Mb minimum memory bydefault, so the Minimum swap partition is of 600Mb. Maximum memory it mightuse is 800 Mb, so swap should be allocated around 1.6Gb.
  7. 7. Space Requirements to Install ESXSo in all you need around 9.8Gb disk space is what you need maximum toinstall ESX ServerESX Server supports upto 1 Tb of memoryWith regards to ESXi, it has a small footprint and it is possible to installESXi 110/120 MbESXi can be installed on SCSI, SATA, IDE and SAN(ESXi 4.1). ESXicannot boot NFS or CIFS.ESX can be booted from Fibre Channel SAN, 1st boot device would beFC HBA through which you are booting and the path to target storageprocessor between these two should be active path and not a passivepath, and it should be able to recognize this boot LUN
  8. 8. What are all the ways to provide storage to the virtual machines?When creating a virtual machine, you have options of Create a new virtual disk,use existing virtual disk, use RDM or NO disk. What is the difference between avirtual disk and a raw diskFor a operating system what is considered to be a raw?.A disk without a file system, without an operating system understandable filesystem, such a disk is considered as a raw.Block SizeWhen formatting a Datastore, we have to define block sizes. A block is theminimum size that a file occupies and this is defined while creating a file system.For example for a block size of 8Kb, a file of 1kb will occupy 8kb. Similarly a file of18 Kb will occupy 3 blocks (24Kb). Its important to note that a block can only beoccupied by a single file, meaning if a file occupies half the size of block, it will notshare that remaining free space on the block with another file.Now if I format the file system with 8Mb block size I get 2Tb of disk space. Thisspace will be used for creating virtual machines.
  9. 9. What is a Datastore?A datastore is a logical storage unit that can use disk space on one physical device orone disk partition, or span several physical devices.Types of datastores: 1.VMFS 2.Network File System (NFS)Datastores are used to hold virtual machines, templates, and ISO images. A VMFSdatastore can also hold a raw device mapping (RDM), which is used to accessraw data.VMFS Datastore: It can recognize only upto 2 TB LUN A VMFS datastore can extend spanning multiple LUN’s with a maximum of 32 LUNs, meaning a single datastore can be of 64 TB. (This is not a good practice though) Allows concurrent access to shared storage Can be dynamically expanded Can use an 8MB block size, good for storing large virtual disk files Provides on-disk, block-level locking You can format local disk, SAN or iSCSI to create a datastore
  10. 10. VMFS can be formatted with different block sizes which are defined while creatingdatastores. For example a 2 TB Disk Formatted with1MB block size, maximum file size will be 256 GB2MB block size, maximum file size will be 512 GB4MB block size, maximum file size will be 1 TB8MB block size, maximum file size will be 2 TBMinimum size that a small file example of 1 KB will occupy a single block with a block sizefor example 1MB, even if data in the file is 1KB. You cannot store more than a single file ina block.Block size and vmdk size limitationNote: When you create a VMFS datastore on your VMware ESX servers manyadministrators select the default 1MB block size without knowing when or why to changeit. The block size determines the minimum amount of disk space that any file will take upon VMFS datastores. So an 18KB log file will actually take up 1MB of disk space (1 block)and a 1.3MB file will take up 2MB of disk space (2 blocks). But the block size alsodetermines the maximum size that any file can be, if you select a 1MB block size on yourdata store the maximum file size is limited to 256GB. So when you create a VM youcannot assign it a single virtual disk greater then 256GB.
  11. 11. There is also no way to change the block size after you set it without deleting thedatastore and re-creating it, which will wipe out any data on the datastore.Because of this you should choose your block size carefully when creating VMFSdatastores. The VMFS datastores mainly contain larger virtual disk files so increasingthe block size will not use all that much more disk space over the default 1MB size.Block size and performanceBesides having smaller files use slightly more disk space on your datastore there areno other downsides to using larger block sizes. There is no noticeable I/Operformance difference by using a larger block size. When you create your datastore,make sure you choose your block size carefully. 1MB should be fine if you have asmaller datastore (less than 500GB) and never plan on using virtual disks greaterthen 256GB. If you have a medium (500GB – 1TB) datastore and there is a chancethat you may need a VM with a larger disk then go with a 2MB or 4MB block size.For larger datastores (1TB – 2TB) go with a 4MB or 8MB block size. In most casesyou will not be creating virtual disks equal to the maximum size of your datastore(2TB) so you will usually not need a 8MB block size
  12. 12. RDMRDM or Raw Device Mappings is a method of presenting a RAW LUN to a VirtualMachineRDM’s provide a way for Virtual Machines to Access disks directly bypassing theVirtualization LayerRDM’s are used for Cluster applications like MCS (Microsoft Cluster Services) whencreating a cluster between a Physical and a Virtual MachineRDM Mapping are supported for the following devicesSCSISATAFibre ChanneliSCSI
  13. 13. What Files Make Up a Virtual Machine?
  14. 14. VM FilesVMX file – The size of these files will be in KB’sLog files, cannot grow more than MB’svmxd file, snapshot description file, NVRAM file, vmdk and flat.vmdkWhat are the difference between vmdk and flat.vmdkVmdk is the description of the Virtual Disk and flat.vmdk is the actual disk for that particularvirtual machine. So it is a file which is acting as a disk for a virtual machine.So when we create or provide a virtual disk for a virtual machine it has to be kept on VMFSvolume/datastore. So coming to conclusion it means when we format a VMFS volume with1 MB block size, we can create a maximum virtual disk for a virtual machine of 256 Gb,and so on.
  15. 15. SAN (Storage Area Network) SAN Disks ESX / ESXi ESX / ESXi 0 1 HBA 0 1 Storage Processor (HBA) FC SwitchInterconnecting Multiple nodes using a FC Switch is called a Fabric
  16. 16. SAN (Storage Area Network) Depending on the appropriate needs the SAN Administrator will create a Hardware RAID and then create a LUN LUNs are identified by their id, example 0, 1, 2 etc LUN ids can be dynamically generated or can be created static From the ESX Server side the HBA’s are recognized using WWN (World Wide Node name), similar to the MAC Address of the ethernet controller WWN is a 64 bit hexadecimal value assigned to the HBA by the vendor ESX admin needs to provide the WWN to the Storage Administrator ESX Servers can recognize upto 8 HBA and upto 16 paths per LUN But ESX Supports a maximum of 1024 paths from all the ESX Servers
  17. 17. SAN (Storage Area Network) SAN Disks ESX / ESXi ESX / ESXi Storage Group WWN1, WWN2 0 1 HBA 0 1 WWN3, WWN4 StorageWWN1 WWN2 WWN3 WWN3 Processor (HBA) FC Switch Since WWN’s are 64 bit hexadecimal numbers and its difficult to remember, the Storage Admin creates a Alias to the WWNs giving them a friendly name, example for ESX1 he chooses ESX1 as the name and ESX2 respectively
  18. 18. LUN Mapping & LUN Masking is done at the Storage End SAN Disks ESX / ESXi ESX / ESXi Storage Group WWN1, WWN2 0 1 HBA 0 1 WWN3, WWN4 StorageWWN1 WWN2 WWN3 WWN3 Processor (HBA) FC Switch Depending on the Storage make a single LUN can be presented to 128 Nodes
  19. 19. Identifying HBA’s HBA are identied by vmhba, vmhba1 and so on. Each and every HBA has a controller which is always 0 Disks ESX / ESXi Storage Group LUN1 0 1 HBA Storagevmhba0 Vmhba1 controller 0 Processor T1 T2Controller 0 (HBA) FC Switch When you can access a LUN using multiple path it provides multipathing. Multipathing provides continuous access to a LUN incase of a hardware failure
  20. 20. Multipathing Policies ESX / ESXi supports multipathing policies NMT – Native Multipathing Polices which consists of Fixed – Provides only Fault Tolerance Most Recently Used (MRU) – Provides only Fault Tolerance Round Robin – Provides both Fault Tolerance as well as Load balancing When using fault tolerance using Fixed and MRU, one becomes a active path and the other becomes as passive path and is used only incase of a failure of the HBA currently being used, switching it to the 2nd HBA In Fixed multipathing when a failed HBA recovers from a failure it becomes active changing the state of the secondary HBA from active to Passive But incase of MRU when a failed HBA recovers it goes into a passive mode since the last used path was of the secondary HBA In round robin both HBA’s are in active active mode Storage vendors might have their own multipathing policies which might not be recognized by ESX Server, so kindly check with the vendor before buying the storage. Storage vendors might provide multipathing as a plugin to be installed
  21. 21. Fibre Switch For security a storage admin Disks can configure zones at the FC ESX / ESXi Switch. Zones are 2 types Soft Zone Hard Zone Storage Group LUN1 0 1 HBA Storage Processor T1 T2 (HBA) FC Switch
  22. 22. Zoning Hard Zone Is configured for the ports of the FC Switch If a cable is plugged out from the zone port and attaches to another port outside the zone, the LUNs are lost. Port need to be reconfigured in the hard zone in this case But if the HBA is changed and reconfigured with its WWN on the storage, no changes are needed to be done on the FC Switch Soft Zones Are configured using WWN’s Changing ports does not affect access to LUNs If a HBA is changed the soft zones need to be reconfigured
  23. 23. What is the difference between a Fibre Channel and a iSCSI?.Both are SAN • iSCSI uses IP based connection • Fibre Channel uses Fibre HBAFor a Fibre channel, the Fibre Channel storage is connected to a FC Switch which isconnected to a FC HBA on the ESX host.For a iSCSI, iSCSI storage is connected to a Ethernet network or you can use a hardwareinitiator.What is a initiator?.An initiator is similar to a HBA. You have a hardware initiator, similar to a Fibre channel HBA. FC HBA will have a Fibre channel port, iSCSI initiator will have a Ethernet Port. A hardware initiator has a controller. The role of a controller is to encapsulate SCSI protocol into IP protocol for transportation from one end to the other end it has to use the IP. Or i can use a plain NIC also which can also communicate using Ethernet technology. In this case the NIC does not have the capability of encapsulating SCSI protocol into IP protocol. In this case you have to use software initiator. Software initiator uses CPU cycles since the NIC does not have a controller like a hardware initiator.
  24. 24. Understanding iSCSI StorageiSCSI (Internet SCSI) is sending SCSI disk commands and dataover a TCP/IP networkWhy use it?1.Low cost2.Use existing hardware - Ethernet NIC, switch, and OS features3.Supports almost all vSphere features
  25. 25. Understanding iSCSI StorageDownside – performance? and reliability?iSCSI Terms:• iSCSI hardware initiator - a special iSCSI NIC card• iSCSI software initiator - use your own NIC card and OS iSCSIsoftware• iSCSI Target - the server running iSCSI
  26. 26. ESX/ESXi Disk Arrays This can be a NIC or iSCSI HBA NIC TCP/IP Network SP Ethernet SwitchiSCSI uses TCP/IP Protocol and uses IQN (iSCSI Qualified Name) namingconvention
  27. 27. Understanding iSCSI StorageiSCSI uses IQN (iSCSI qualified name) to identify iSCSI Targets &InitiatorsIt is laid out in this format: • date in year-month format • reversed domain of the iSCSI hardware provider, example qlogic, if it’s a software iSCSI then for example Microsoft might have provided the iSCSI software. • a unique organization assigned name (ie: hostname) • For example:
  28. 28. Understanding iSCSI StorageConfiguring iSCSIHardware Initiator (HBA)Login to the iSCSI storage and rebootGo to the bios of the System and then to the BIOS of the HBA toconfigure the IPSoftware Initiator (Only for ESX Server)By default the daemon iscsid is disabledThe iSCSI port 3260 is blocked by the firewalliSCSI uses VMkernel connection type and ESX by default does nothave a VMkernel typeOn ESXi everything is configured by default, all an admin has to dois enable the software iSCSI initiator
  29. 29. Understanding iSCSI StorageConfiguring iSCSIiSCSI uses 2 types of discovery method to connect to a iSCSIstorageStatic – Manually enter IP Address and the IQN informing the ESXto connect to the iSCSI StorageSend Target (Dynamic)
  30. 30. Send Target (Dynamic) ESX/ESXi Disk Arrays NIC TCP/IP Network SP Win2k Ethernet SwitchFor Dynamic Discovery you need an additional system with a special software likeiNS (iSCSI Name Server Software). iNS will resolve IQN’s just like a DNS Serverresolves Host Names to IP Address. It contains database of all IQN and at theESX Server end an admin needs to put the IP Address of the iNS Server
  31. 31. Send Target (Dynamic)Lun Mapping and LUN Masking can be done at the iSCSI Storage SystemThese are done in 2 waysOn IP AddressOrIQN
  32. 32. NFSNFS is supported by ESX/ESXiCIFS is not supported at allBy default 8 NFS volumes can be mountedThis figure can be changed and upto 64 NFS volumes can be mounted on a singleESX boxIn this way, ESX supports 256 LUNs or Disks and 64 NFS which makes a total of320 Datastores
  33. 33. NFS ESX/ESXi Disks /data (rw, norootsquash) /mnt/nfs Unix/Linux NIC TCP/IP Network Ethernet Switch NICNFS is a file level accessConfigured in /etc/exportsAnd then execute the command exportfsOn the ESX/ESXi side the admin should know the IP Address of the NFS Serverand the mount pointNFS also uses VMkernel.