EMC NetWorker 8.

x with EMC
CloudBoost
Version 2.1

Integration Guide
P/N 302-001-736
REV 1
Copyright 2016 EMC Corporation. All rights reserved. Published in the USA.

Published June 2016

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2 EMC NetWorker 8.x with EMC CloudBoost 2.1 Integration Guide

CONTENTS

Figures 5

Tables 7

About this document 9

Chapter 1 Introduction 11
NetWorker with CloudBoost...........................................................................12
Long term retention to the cloud...................................................... 12
Supported server and client versions.............................................................12
Cloud providers supported by CloudBoost appliances...................................13
Prepare for installing the CloudBoost appliance............................................ 14
Firewall port requirements.............................................................................15

Chapter 2 EMC NetWorker with CloudBoost Solution Requirements 17

Solution requirements...................................................................................18
CloudBoost sizing and performance considerations...................................... 19
CloudBoost appliance cache sizing............................................................... 21

Chapter 3 Install the Virtual CloudBoost Appliance on ESX 23

Installing the virtual CloudBoost appliance................................................... 24

Chapter 4 Deploy the CloudBoost Appliance 25

Deploying the virtual CloudBoost appliance in Amazon EC2.......................... 26

Chapter 5 Configure Network Settings for a CloudBoost Appliance 27

Configuring network settings for a CloudBoost appliance.............................. 28

Chapter 6 Register and Configure a New CloudBoost Appliance 31

Create and manage cloud profiles for CloudBoost......................................... 32
Validate cloud storage credentials................................................................ 32
Registering a CloudBoost appliance.............................................................. 34
Enable remote client mounting......................................................................35
Disable remote client mounting.....................................................................35
Configuring a new CloudBoost appliance...................................................... 36

Chapter 7 Integrate NetWorker 8.x with CloudBoost 39

Connecting NetWorker 8.x to CloudBoost...................................................... 40

Chapter 8 Monitor, Manage, and Support CloudBoost 43

EMC NetWorker 8.x with EMC CloudBoost 2.1 Integration Guide 3

CONTENTS

CloudBoost reporting.................................................................................... 44
Upgrading a CloudBoost appliance............................................................... 45
CloudBoost integration with EMC Secure Remote Services ............................45
Registering CloudBoost with EMC Secure Remote Services............................ 46
Increasing the CloudBoost appliance site cache............................................47
Changing log levels for CloudBoost debugging.............................................. 47
Restarting a CloudBoost appliance................................................................48
Recovering a CloudBoost appliance.............................................................. 48
Deleting a CloudBoost appliance...................................................................50

Chapter 9 SSL Certificate Management for CloudBoost 53

Self-signed SSL certificates........................................................................... 54
Generating a self-signed SSL certificate............................................54
Converting a PEM file to PKCS #12.................................................................55
Verifying your certificate................................................................................56
Manage the SSL certificate for a CloudBoost appliance................................. 56

Chapter 10 Common Cloud Portal Tasks 57

Resetting your personal Cloud Portal password at sign-in..............................58
Editing your personal Cloud Portal account profile.........................................58
Manage Cloud Portal Users........................................................................... 58
Adding a new user and sending a Cloud Portal account invitation.... 59
Editing a Cloud Portal user account.................................................. 61
Deleting a Cloud Portal user account................................................ 63
Changing the event notification settings in the Cloud Portal.......................... 63
Events history in the Cloud Portal.................................................................. 64
Getting Help inside the Cloud Portal.............................................................. 65

Appendix A About this document 67

4 EMC NetWorker 8.x with EMC CloudBoost 2.1 Integration Guide

FIGURES

1 Long term retention to the cloud.................................................................................... 12

2 CLI for CloudBoost......................................................................................................... 28
3 CLI for CloudBoost......................................................................................................... 33
4 Appliances page............................................................................................................ 36
5 Appliances page............................................................................................................ 44
6 Appliance configuration details and storage use history ............................................... 44
7 New, unconfigured appliance........................................................................................ 49
8 Appliance to recover...................................................................................................... 49
9 Recover tab................................................................................................................... 50
10 CLI for CloudBoost......................................................................................................... 51
11 The Cloud Portal Help Page............................................................................................ 65

EMC NetWorker 8.x with EMC CloudBoost 2.1 Integration Guide 5

FIGURES

6 EMC NetWorker 8.x with EMC CloudBoost 2.1 Integration Guide

TABLES

1 Document revision history............................................................................................... 9

2 Supported private clouds...............................................................................................13
1 Supported public clouds....................................................................................................
4 Firewall port requirements............................................................................................. 15
5 Minimum and recommended configuration....................................................................21
6 How events are prioritized in Events History...................................................................64
7 Document revision history............................................................................................. 67

EMC NetWorker 8.x with EMC CloudBoost 2.1 Integration Guide 7

TABLES

8 EMC NetWorker 8.x with EMC CloudBoost 2.1 Integration Guide

About this document

As part of an effort to improve its product lines, EMC periodically releases revisions of its
software and hardware. Therefore, some functions described in this document might not
be supported by all versions of the software or hardware currently in use. The product
release notes provide the most up-to-date information on product features.
Contact your EMC technical support professional if a product does not function properly
or does not function as described in this document.

Note

This document was accurate at publication time. Go to EMC Online Support at https://
support.emc.com to ensure that you are using the latest version of this document.

Purpose
This document describes the integration of NetWorker with CloudBoost.
Audience
This guide is part of the CloudBoost documentation set, and is intended for use by
system administrators who are responsible for setting up and maintaining backups on a
network. Operators who monitor daily backups will also find this guide useful.
Revision history
The following table presents the revision history of this document.

Table 1 Document revision history

Revision Date Description

01 October 11, 2016 Initial release of EMC Networker 8.x with CloudBoost 2.1
Integration Guide.

Related documentation
The following EMC publications provide information about CloudBoost.
l EMC CloudBoost Release Notes
Contains information about new features and changes, fixed problems, known
limitations, environment and system requirements for the latest release.
l EMC CloudBoost 100 Installation Guide
Guide for installing the physical CloudBoost 100 appliance, and initial configuration
at command line interface.
l EMC CloudBoost Disk Array Expansion Shelf Installation Guide
Guide for installing the disk array expansion shelf for use with the physical appliance.
l EMC CloudBoost Hardware Component Replacement Guide
Guide for customers replacing hardware components for the CloudBoost physical
appliance.
You may find these publications helpful when integrating CloudBoost with different
systems.
l EMC NetWorker with EMC CloudBoost Integration Guide
Guide for integrating EMC NetWorker with EMC CloudBoost.

About this document 9

About this document

l EMC NetWorker 8.x with EMC CloudBoost Integration Guide

Guide for integrating EMC NetWorker 8.x with EMC CloudBoost.
l EMC Avamar with EMC CloudBoost Integration Guide
Guide for integrating EMC Avamar with EMC CloudBoost.
l Veritas NetBackup with EMC CloudBoost Integration Guide
Guide for integrating Veritas NetBackup with EMC CloudBoost.
You may also find it helpful to refer to these NetWorker publications.
l EMC NetWorker Administration Guide
Describes how to configure and maintain the NetWorker software.
l EMC NetWorker Installation Guide
Provides information about how to install, uninstall, and update the NetWorker
software for clients, storage nodes, and serves on all supported operating systems.
Where to get support
Go to EMC Online Support at https://support.emc.com/ and click Service Center. You will
see several options for contacting EMC Technical Support. To open a service request, you
must have a valid support agreement. Contact your EMC sales representative for details
about obtaining a valid support agreement or with questions about your account.
How to provide feedback
Your suggestions will help us continue to improve the accuracy, organization, and overall
quality of the user publications. Send your opinions of this document to mailto:
[email protected].
Please include the following information.
l Product name and version
l Document name, part number, and revision (for example, 01)
l Page numbers
l Topic titles
l Other details to help address documentation issues

10 EMC NetWorker 8.x with EMC CloudBoost 2.1 Integration Guide

CHAPTER 1
Introduction

The CloudBoost appliance provides an integration into your existing supported backup
environment. This enables you to transfer backups to the cloud. The CloudBoost
appliance enables backups to public, hybrid, or private cloud storage.
CloudBoost decouples metadata from data, which removes a bottleneck for cloud reads
and writes. Encryption keys, metadata, and file system information are housed separately
from the data. All advanced data services, such as chunking, encryption, inline de-
duplication, compression, and bulk data transfers are performed separately from storing
the metadata.
CloudBoost is available as a physical appliance, a VMware virtual appliance, and a virtual
appliance resident in Amazon EC2.
CloudBoost is integrated with EMC Secure Remote Services, which may be enabled to
monitor the health of the appliances.
Individual CloudBoost deployments can support only one target object store. When a
cloud object store is selected and the CloudBoost appliance is configured, the appliance
is locked to that target. To change object storage targets, the appliance must be re-
deployed.

l NetWorker with CloudBoost...................................................................................12

l Supported server and client versions.....................................................................12
l Cloud providers supported by CloudBoost appliances...........................................13
l Prepare for installing the CloudBoost appliance.................................................... 14
l Firewall port requirements.....................................................................................15

Introduction 11
Introduction

NetWorker with CloudBoost

NetWorker with CloudBoost sends a backup clone to the CloudBoost appliance.
CloudBoost translates these clones into generic objects which are sent to an object store,
which can be a public, private, or hybrid cloud.
The CloudBoost appliance presents itself as a NetWorker Advanced File Type Device. The
enabled workflow is a clone operation to the cloud; it is not a backup to the cloud. With
this low cost tape replacement solution, each CloudBoost appliance can support up to 6
PB of addressable back end storage.

Long term retention to the cloud

Versions of the CloudBoost appliance earlier than 2.1 only enabled a clone operation to
the cloud; it is not a direct backup to the cloud.
This use case is intended for when the customer has existing on-site infrastructure and
would like to use object storage for long-term retention and compliance requirements.
Backup copies required for short term operational recovery remain on-site for fast restore.
An optional disaster recovery site may be established for contingency purposes.
The optional site cache eliminates the impact of long-distance connectivity. Site caches
are beneficial for environments such as remote and branch offices where low bandwidth,
high latency, or network reliability may be an issue.
NetWorker sends backup clones to the CloudBoost appliance, which translates the
clones into generic objects that are sent to an object store. The object store can be a
public, private, or hybrid cloud. The CloudBoost appliance presents itself in NetWorker
Server 8.1.x and 8.2.x as a NetWorker Advanced File Type Device.
Figure 1 Long term retention to the cloud

Supported server and client versions

These server and client versions are supported in CloudBoost integrations.
For a complete list of supported clients, see the Software Compatibility Guides at http://
compatibilityguide.emc.com:8080/CompGuideApp/.
NetWorker 8.2.x client with CloudBoost 2.1 or later requirements and limitations
The following is the suggested solution requirements and limitations for NetWorker 8.2.x
with CloudBoost 2.1 or later appliance.

12 EMC NetWorker 8.x with EMC CloudBoost 2.1 Integration Guide

 Introduction

l Support for all clients cloning to the cloud for long term retention.
l Support for all clients back up to the cloud with the following exceptions.
n Microsoft Windows file system block-based backups
n Microsoft Exchange backups
n Microsoft Hyper-V backups
n VMWare image backups

Note

n The minimum version of NetWorker Mobile for Microsoft (NMM) that is supported
with CloudBoost is 8.2.3.6.
n Granular recovery from cloned image level backups (VMWare, Microsoft Hyper-V,
and Microsoft Exchange) is only possible if a backup is cloned back to local
storage first.

Cloud providers supported by CloudBoost appliances

CloudBoost appliances support these private and public clouds.

Table 2 Supported private clouds

Cloud provider Information required by CloudBoost

EMC ATMOS Access Point URL, Full Token ID (subtenant/uid), Shared
Secret

EMC ECS Appliance ECS Endpoint, ECS Access Key ID, ECS Secret Access Key

Generic OpenStack Swift Swift Provider Authentication Endpoint, Swift Authentication

Type, Region (optional), Swift Credentials (as tenant name and
username separate by a colon, then password), Swift Secret
Key

Table 3 Supported public clouds

Cloud provider Information required by CloudBoost

Virtustream Storage Cloud Pre-configured as a Cloud Profile when ordered. Provisioned
(Standard and Premium) by EMC Sales.
Virtustream Storage Cloud is available for use only with
specific EMC appliances, such as CloudBoost. It is a viable
alternative to general-purpose public cloud storage with
advantages of ease of use. When provisioned by EMC Sales,
standard and premium cloud profiles are automatically
available.

Amazon Web Services (S3) Storage Region, AWS Access Key ID, AWS Secret Access Key

AT&T Synaptic Storage AT&T Synaptic Subtenant ID, AT&T Synaptic User ID, AT&T
Synaptic Secret Key

Google Cloud Storage (Standard, Access Key, Secret

DRA, Nearline)

Cloud providers supported by CloudBoost appliances 13

Introduction

Table 3 Supported public clouds (continued)

Cloud provider Information required by CloudBoost

Note

Integration with Google Cloud Storage relies on the XML v1.0

API, which is not enabled by default. To learn how to enable
access to v.1.0 by setting a default project and generating S3-
compatible credentials, see the Google developer
documentation at https://cloud.google.com/storage/docs/
migrating?hl=en#migration-simple.

Microsoft Azure Storage (general Azure Account Name, Azure API Key
purpose accounts, replication
types LRS, GRS, RA-GRS) Note

Object storage only accounts are not supported.

Prepare for installing the CloudBoost appliance

Perform these tasks before you install the CloudBoost appliance. You must ensure proper
integration with the DHCP, DNS, Active Directory, and ports configuration.
l Obtain the necessary credentials for your cloud storage profile, such as the endpoint
URL, the token ID or access key, and the secret key. For more information, see Cloud
providers supported by CloudBoost appliances on page 13.
l Determine the fully qualified domain name for your CloudBoost deployment.
l Obtain a static IP or reserved DHCP address for the CloudBoost appliance and
determine the subnet mask, the gateway, and create forward and reverse DNS
records.
l Register the CloudBoost hostname/IP address in DNS. The hostname/IP address
must be statically registered in DNS regardless of any mappings created by DHCP.
Failure to do this may result in indeterministic service unavailability and downtime.
l For integration with Active Directory, identify the full domain name, such as
corp.example.com, and a domain user with privileges to join a computer to the
domain. This is an elevated permission and may require assistance from a domain
administrator.

Note

Integration with Active Directory for centralized credential management and

authentication is not required for CloudBoost, but is highly recommended for
production deployments. Operating the CloudBoost appliance without authentication
and AD integration is useful for evaluation and test deployments.
l Open the necessary ports. For more information, see Firewall port requirements on
page 15.
l By default, CloudBoost uses a self-signed SSL certificate. If you intend to use a
publicly signed certificate, you should plan and prepare your SSL Certificate usage for
testing and production environments. For more information, see SSL Certificate
Management for CloudBoost on page 53.

14 EMC NetWorker 8.x with EMC CloudBoost 2.1 Integration Guide

 Introduction

l Install the EMC NetWorker 8.x server if you have not all ready installed the server. For
more information, see the NetWorker 8.2.x Administration Guide.

Firewall port requirements

As with all networked software solutions, adhering to best practices for security is
encouraged to protect your deployment. If these ports are not configured before you
configure the CloudBoost appliance, it will be necessary to reboot the CloudBoost
appliance.

Note

It is not recommended to route outbound http traffic from the CloudBoost appliance
through a proxy. This can create a performance bottleneck. In environments where
outbound http traffic is restricted, it is recommended to create an exception for the
appliance in the firewall after consultation with the IT security team.

Table 4 Firewall port requirements

Out In TCP Description

Port
Administrator CloudBoost appliance 22 SSH for maintenance and troubleshooting
workstation

CloudBoost l Cloud storage 443 l HTTPS to access object store (if

appliance (public or private) supported)
l EMC Cloud Portal l HTTPS to EMC Cloud Portal and Cloud
Portal Services/APIs
l Ubuntu upgrade
server l https://mirrors.kernel.org
This is required only for initial
l CloudBoost
configuration. It is not used during
upgrade server
normal operations.
l https://upgrade-prd.s.objectstorage.io
This is required when the CloudBoost
appliance upgrades

Administrator CloudBoost appliance 4444 HTTPS to local appliance administration

workstation page that is used by support for
troubleshooting

NetWorker server CloudBoost appliance 7937 When NetWorker is deployed with

7999 CloudBoost, this is necessary for various
NetWorker services.

CloudBoost ECS storage 9020

appliance 9021

CloudBoost ESRS gateway 9443 Communication from CloudBoost appliance

appliance to the EMC Secure Remote Services
gateway

For information about firewall ports for any system being deployed with CloudBoost, refer
to the documentation for that system.

Firewall port requirements 15

Introduction

For information about NetWorker, see Configuring TCP Networks and Network Firewalls for
EMC NetWorker at http://www.emc.com

16 EMC NetWorker 8.x with EMC CloudBoost 2.1 Integration Guide

CHAPTER 2
EMC NetWorker with CloudBoost Solution
Requirements

Before you begin the installation and configuration of your CloudBoost appliance, it is
important that you understand all the requirements ahead of time.

l Solution requirements...........................................................................................18
l CloudBoost sizing and performance considerations.............................................. 19
l CloudBoost appliance cache sizing....................................................................... 21

EMC NetWorker with CloudBoost Solution Requirements 17

EMC NetWorker with CloudBoost Solution Requirements

Solution requirements
Requirements for the CloudBoost appliance.
Minimum deployment virtual machine requirements for ESX
These are the minimum and default requirements for the VMware ESX virtual CloudBoost
appliance.
l ESX 5 or greater
l 4 cores *
l 16 GB of RAM *
l 41 GB of OS and storage node hard disk (SSD recommended for storage)
l 40 GB of metadata store hard disk (SSD recommended for storage)
l 10 GB of site cache hard disk (SSD recommended for storage)
* Numbers must be doubled if a site cache is used.
For more information on metadata store and site cache hard disk sizing, see CloudBoost
sizing and performance considerations on page 19.
Large deployment virtual machine requirements for ESX
These are the requirements for a large deployment of the VMware ESX virtual CloudBoost
appliance.
l 8 cores *
l 32 GB of RAM *
l 41 GB of OS and storage node hard disk (SSD recommended for storage)
l Extendable up to 3 TB of metadata store hard disk (SSD recommended for storage)
l At least 200 GB expandable to 6 TB of site cache hard disk (SSD recommended for
storage)
* Numbers must be doubled if a site cache is used.
For more information on metadata store and site cache hard disk sizing, see CloudBoost
sizing and performance considerations on page 19.
Minimum deployment virtual machine requirements for EC2
These are the minimum and default requirements for the VMware EC2 virtual CloudBoost
appliance.
l 4 vCPUs *
l 16 GB of RAM *
l 100GB IOPS optimized SSD4 storage volume for appliance metadata (example: type
AWS EBS io1) per 400TB of logical backup data under management
The AWS EC2 m4.xlarge is suggested.

Note

Smaller environments can alternatively choose an instance with unified compute and
storage such as AWS EC2 m3.xlarge that includes 4 vCPUs, 15GB memory and 2x40GB
SSD storage.

For more information on metadata store hard disk sizing, see CloudBoost sizing and
performance considerations on page 19.

18 EMC NetWorker 8.x with EMC CloudBoost 2.1 Integration Guide

 EMC NetWorker with CloudBoost Solution Requirements

Large deployment virtual machine requirements for EC2

These are the requirements for a large deployment of the VMware EC2 virtual CloudBoost
appliance.
l 8 cores
l 32 GB of RAM
l 100GB IOPS optimized SSD4 storage volume for appliance metadata (example: type
AWS EBS io1) per 400TB of logical backup data under management
The primary metadata volume can be expanded to 3TB to manage up to 6PB of logical
protected capacity.
The CloudBoost appliance requires Amazon Elastic Block Store (AWS EBS) for the
operating system disk and metadata database as AWS EC2 instance default storage
volumes are ephemeral and should not be used for the CloudBoost appliance
For more information on metadata store hard disk sizing, see CloudBoost sizing and
performance considerations on page 19.
WAN requirements
These are the minimum WAN requirements.
l >= 10MBits bandwidth
l <= 100ms RTT latency
Installation workflow
These are the steps you should take when integrating with Networker.
1. If not already installed, install Networker.
2. Perform all the tasks listed in Prepare for installing the CloudBoost appliance on page
14 before installing the CloudBoost appliance.
3. Open all the required ports listed in the Firewall port requirements on page 15
section.
4. Install the CloudBoost appliance.
5. Register the CloudBoost appliance in the EMC Cloud Portal.
6. Configure the CloudBoost appliance in the EMC Cloud Portal. For more information,
see Configuring a new CloudBoost appliance on page 36.
7. Configure Networker to work with the CloudBoost appliance. For more information,
see Connecting NetWorker 8.x to CloudBoost on page 40.
8. Install and configure the CloudBoost client when needed. For more information, see
the EMC CloudBoost Client Guide

CloudBoost sizing and performance considerations

You can find information about CloudBoost sizing, performance and requirements here.
CloudBoost virtual appliance sizing
SSDs are recommended for optimal performance. Sizing for the virtual CloudBoost
appliance depends upon whether optional site caching is enabled. If site caching is not
enabled, 4 cores with 16 GB of memory is recommended. If site caching is enabled, 16
cores and 64 GB of memory is recommended. Site cache is not available on EC2
deployments.
The CloudBoost virtual appliance requires a minimum of 100 GB of internal capacity for
storing CloudBoost metadata; however, the amount of space provisioned for metadata
directly affects the logical capacity addressable by the CloudBoost virtual appliance. The
ratio of metadata space to logical capacity is 2000:1. For example, 100 GB of metadata

CloudBoost sizing and performance considerations 19

EMC NetWorker with CloudBoost Solution Requirements

allows the appliance to address 200 TB of logical capacity. Therefore, to address the
maximum logical capacity of 6 PB, 3 TB of metadata space is needed.
The CloudBoost virtual appliance assumes that the underlying storage is protected. The
CloudBoost virtual appliance does not provide protection against a failed virtual data
disk.
De-duplication and cloud capacity
Both the physical and virtual CloudBoost appliances support up to 6 PB of logical
capacity using 3TB of metadata disk space. This is the total amount of unique data prior
to de-duplication. Based on preliminary test data, CloudBoost expects to achieve a 2x4x
range of de-duplication. Backups of file systems, applications, and databases where file
sizes are typically small are expected to achieve close to 2x de-duplication on average.
Backups of virtual machines where typical virtual disks sizes are larger could see up to 4x
de-duplication. Based on this range of de-duplication, each CloudBoost appliance can
support up to 6 PB of logical capacity. That said, proof of concept testing, or testing with
up-to-date, real data is recommended.
End-to-end bottlenecks
WAN bandwidth is expected to be the most common bottleneck. A properly-resourced
CloudBoost appliance can saturate a 1 GB/s link with 30 ms RTT latency without hitting
any limits within the VM itself. Object store ingest limits are another potential bottleneck.
In some cases we reach the objects/sec limit that can be sustained by a single logical
container in the object store.
Minimum WAN requirements
We recommend a minimum bandwidth of at least 10 Mbit/s to the cloud with a maximum
latency of less than 100 ms RTT for the CloudBoost solution. Extremely low bandwidth
links may result in backup and restore timeouts.
CloudBoost caching
The optional site cache allows backups to complete quickly over the LAN while trickling
more slowly over the WAN. This enables faster backup and recovery for the objects most
recently written to or read from the cloud. This persistent cache is flushed and reused as
needed during these processes.
The ingestion rate for a CloudBoost appliance without site cache enabled has been
measured at up to 100 MB/s. The site cache has a 50 MB/s ingestion rate for the 32 TB
physical appliance and 25 MB/s ingestion rate for all other appliances, improved by de-
duplication and compression, depending on the workload.
The size of the cache cannot be increased by growing the existing data disk size in
vCenter, nor can the size of the cache be reduced. The minimum size of the cache is 200
GB, and it can be increased to up to 6 TB on the virtual appliance by adding additional
disks that match the size of the existing site cache disks. The cache is firewall-friendly, in
that multiple ports do not need to be opened.
Use of the cache is advisable under these circumstances.
l Weak connection to the object store, where bandwidth is low with high latency,
anything less than 200 Mbps (25 MB/s) to the cloud store.
l You do not have streaming workload or continuous backup.
Do not use the cache if you get higher ingestion speed when connecting directly to the
cloud store. If use a site cache with higher ingestion speeds, your backups will exceed
the capacity of the cache.
Metadata disk pool
In addition to the operating system disk pool, there is a pool for metadata, and an
optional pool for the cache. Before starting the appliance, you must ensure that the size
of the metadata pool is the correct size. A 100 GB of metadata allows the appliance to

20 EMC NetWorker 8.x with EMC CloudBoost 2.1 Integration Guide

 EMC NetWorker with CloudBoost Solution Requirements

address 200 TB of logical capacity. To address the maximum logical capacity of 6 PB, 3
TB of metadata space is needed. If at a later date you need to support a larger logical
capacity, you may resize the metadata disk. You have to reboot the appliance in order for
the appliance to see the added capacity.
Multiple clone sessions
For parallelism, we recommend creating multiple AFTD devices under the /mnt/magfs/
base mount point within CloudBoost, and using one clone session per device. One
session per device is recommended for optimal performance and de-duplication. Multiple
clone sessions to the same device can result in lower de-duplication ratios and longer
clone times.

CloudBoost appliance cache sizing

If you intend to enable the site cache for a CloudBoost appliance, you should change the
data disk size before you initially configure the CloudBoost appliance at the CLI.

Note

If you are deploying using the AWS AMI, the use of site cache is not supported. The AMI
does not include a site cache hard disk.

The CloudBoost appliance arrives with this configuration, which is appropriate when site
cache is not enabled.
l 4-core virtual CPU
l 16 GB of RAM
l 41 GB of OS and storage node hard disk
l 40 GB of metadata store hard disk
l 10 GB of site cache hard disk
However, you can change these parameters in vCenter virtual machine configurations
before you begin initial CloudBoost configuration at the CLI. It is recommended that you
change these numbers to the appropriate levels based upon the amount of data you plan
to backup.

Table 5 Minimum and recommended configuration

Minimum configuration Recommended configuration

4-core virtual CPU 16-core virtual CPU

16 GB of RAM 64 GB of RAM

10 GB with no site cache enabled at least 200 GB site cache data disk, can be increased up to 6
TB

CloudBoost appliance cache sizing 21

EMC NetWorker with CloudBoost Solution Requirements

22 EMC NetWorker 8.x with EMC CloudBoost 2.1 Integration Guide

CHAPTER 3
Install the Virtual CloudBoost Appliance on ESX

This chapter applies to installing the virtual CloudBoost appliance on ESX. For
information on installing the virtual appliance on Amazon EC2, see Deploy the
CloudBoost Appliance on page 25. For information on installing the physical appliance,
see the EMC CloudBoost Installation Guide.
You must obtain the .OVA file from https://support.emc.com to install the virtual
appliance.

l Installing the virtual CloudBoost appliance........................................................... 24

Install the Virtual CloudBoost Appliance on ESX 23

Install the Virtual CloudBoost Appliance on ESX

Installing the virtual CloudBoost appliance

Install the virtual CloudBoost appliance in vSphere.
Before you begin
l Determine the location of the .OVA file that must be downloaded. This could be a
URL, or a location accessible from the computer, such as a local hard drive or a
network share.
l For the target data store, identify an available SSD with at least 700 GB of available
space.
Procedure
1. In the vSphere client, click File > Deploy OVF Template, browse to the location of the
OVA package, and then click Next.
2. Select the Inventory Location (the ESX cluster and host to run the virtual machine),
type the name of the virtual machine, and then click Next.
3. Select the host or cluster for the VMDK files, and then click Next.
4. Select the resource pool, and then click Next.
5. Select the storage destination, and then click Next.
6. Set the virtual disk format, and then click Next.
For best production performance, select Thick Provisioned Eager Zeroed. For testing
purposes, the default 50 GB thin or thick provisioned storage is sufficient.
7. Set the network mapping, and then click Next.
8. On the Ready to Complete page of the wizard, review the deployment settings.
9. Select the Power on after deployment checkbox, and then click Finish.
10. Right-click on the virtual machine and click Edit Settings, then on the Resources tab,
click Memory, ensure that Reservation is set to 16384 MB, and then click OK.

Note

Memory must be reserved rather than shared for performance reasons.

Results
The CloudBoost virtual appliance is installed.
After you finish
You must use the CLI for the virtual appliance to set its IP address and networking before
you can finish deployment within the EMC Cloud Portal.

24 EMC NetWorker 8.x with EMC CloudBoost 2.1 Integration Guide

CHAPTER 4
Deploy the CloudBoost Appliance

This chapter applies to deploying the virtual CloudBoost appliance.

l Deploying the virtual CloudBoost appliance in Amazon EC2.................................. 26

Deploy the CloudBoost Appliance 25

Deploy the CloudBoost Appliance

Deploying the virtual CloudBoost appliance in Amazon EC2

Learn about deploying the virtual CloudBoost appliance in Amazon EC2.
Once you have ordered the CloudBoost appliance, EMC licensing sends an email with a
Request for More Information (RFMI) form. Complete this form and return it to
[email protected]. Included in this form is your Amazon EC2 account ID.
Your account ID is required for the Amazon EC2 AMI to be shared with you in Amazon.

Note

Site cache is not supported on Amazon EC2 because the network is too fast and disk
space is too expensive.

Procedure
1. Log in to the Amazon EC2 Dashboard, then open the AWS Marketplace.
2. Search for and choose the CloudBoost AMI.
3. Under Private Images, find and launch the CloudBoost image.
4. Under Instance Type, select 8 CPUs and 32 GB of memory.
5. Under Configure Instance Details:
a. Type the number of instances to create.
b. Choose the appropriate network and submask.
c. Enable Auto-assign Public IP.
6. Verify that under Add Storage for Root, Size (GiB) is set to 41, and that the EBS
volume is present for metadata.
The default size for the added volume is 40 GB. The size should be increased based
on a 1:4000 ratio.
7. Under Tag Instance, define up to 10 keys to assist with AMI management.
8. Under Configure Security Group, create or select a security group (set of firewall rules)
to allow or deny public access, keeping in mind the port requirements for the
CloudBoost appliance.
9. Review information about the instance, and if any changes are necessary click
Previous.
10. Choose or create a key pair to use when connecting to the CloudBoost appliance, and
then click Launch instances
Results
The CloudBoost appliance is launched and running in Amazon EC2.

26 EMC NetWorker 8.x with EMC CloudBoost 2.1 Integration Guide

CHAPTER 5
Configure Network Settings for a CloudBoost
Appliance

After you start the CloudBoost appliance, you should configure its network settings.
By default, the CloudBoost appliance starts with the IP address obtained via DHCP. It is
also possible to manually set a static IP address.

Note

Both static IP and reserved IP using DHCP are supported. Dynamic DHCP is not supported.
It is best to assign static IP addresses using DHCP (via DHCP reservations) unless you
have disabled DHCP in the data center.

You must configure the resolvable fully qualified domain name (FQDN), such as
cloudboost.example.com. The FQDN must be registered in your DNS with both forward
and reverse domain name resolutions. The FQDN must be in lowercase.
You are required to change the default administrator password to one of your own
choosing, and then you can configure the remaining IP settings and hostname.

l Configuring network settings for a CloudBoost appliance...................................... 28

Configure Network Settings for a CloudBoost Appliance 27

Configure Network Settings for a CloudBoost Appliance

Configuring network settings for a CloudBoost appliance

You must provide basic network settings information for a CloudBoost appliance at the
Command Line Interface (CLI) before you can register it and complete initial configuration
in the EMC Cloud Portal.

Note

The CloudBoost AMI automatically uses the default VPC settings for the appliances IP
address, DNS, and FQDN. If you need to change these network settings, you can use the
commands below.

Procedure
1. Open a CLI window on the CloudBoost appliance.

Option Description
vSphere In the vSphere client, right-click VM > Open Console.
client
EC2 a. Log in to EC2, select your CloudBoost appliance, and then click
Connect.
b. In the Connect To Your Instance wizard, choose whether to connect
with an SSH client or from the browser, and then follow the
instructions.
c. In the SSH terminal, run this command,

ssh - i "private key" admin@AWS FQDN or IP

where private key is the private key you used as the key pair when
you installed your CloudBoost AMI.

The CloudBoost CLI appears.

Figure 2 CLI for CloudBoost

2. Authenticate with the default password, password.

3. Set the new administrator password.

28 EMC NetWorker 8.x with EMC CloudBoost 2.1 Integration Guide

 Configure Network Settings for a CloudBoost Appliance

4. To see the current network configuration of the appliance, run this command.

status

The status command also shows the ethernet interfaces to use in the net config
command.

admin@mag-fs> status
Host Configuration:
Hostname: hostname
Domain: domain
FQDN: fqdn
Version Information:
Version: version identifier
Revision: revision identifier
Network Interfaces:
name mode address netmask
---- ---- ------- -------
eth0 dhcp 10.5.96.123 address

Network Routes:
prefix netmask gateway
------ ------- -------
default 0.0.0.0 10.5.96.1
10.5.96.0 address *
DNS Configuration
DNS Servers: 10.5.96.91
Appliance status: Not yet registered

Domain name: domain name

5. To statically set the IP address and netmask, run these commands. If you have
multiple networks you must run this command for each network listed in the status
command.

net config interface IP address netmask netmask address

For example,

net config eth0 10.5.96.123 netmask 255.255.255.0

6. To manually add the gateway, run these commands. If you have multiple networks,
you also have to add multiple routes to the appropriate gateways.

route add IP address netmask netmask address gw gateway address

For example,

route add 0.0.0.0 netmask 255.255.255.0 gw 10.5.96.1

7. To manually set the DNS, run these commands.

dns set primary primary IP address

dns set secondary secondary IP address
dns set tertiary tertiary IP address

For example:

dns set primary 10.5.96.91

dns set secondary 10.5.96.92
dns set tertiary 10.5.96.93

Configuring network settings for a CloudBoost appliance 29

Configure Network Settings for a CloudBoost Appliance

8. To set the FQDN, run this command.

fqdn servername.yourcompanydomain

Note

The FQDN must be in lowercase.

For example:

fqdn cloudboost.example.com
9. To verify the networking setup and see the status of the appliance, run this command.

status

For example,

admin@mag-fs> status
Host Configuration:
Hostname: hostname
Domain: domain
FQDN: fqdn
Version Information:
Version: version identifier
Revision: revision identifier
Network Interfaces:
name mode address netmask
---- ---- ------- -------
eth0 static 10.5.96.123 address

Network Routes:
prefix netmask gateway
------ ------- -------
default 0.0.0.0 10.5.96.1
10.5.96.0 address *
DNS Configuration
DNS Servers: 10.8.192.91
Appliance status: Not yet registered

Domain name: domain name

Results
After you have verified the system's basic networking settings, you can register the
appliance and then configure CloudBoost using the EMC Cloud Portal.

Note

Other commands are also available from the command line. To get help, type help or ?.

30 EMC NetWorker 8.x with EMC CloudBoost 2.1 Integration Guide

CHAPTER 6
Register and Configure a New CloudBoost
Appliance

After you install a CloudBoost appliance and configure it at the CLI, you can register it and
complete configuration in the EMC Cloud Portal. You must create a cloud profile for the
storage provider the appliance will use before you can complete its configuration.

l Create and manage cloud profiles for CloudBoost................................................. 32

l Validate cloud storage credentials........................................................................ 32
l Registering a CloudBoost appliance...................................................................... 34
l Enable remote client mounting..............................................................................35
l Disable remote client mounting.............................................................................35
l Configuring a new CloudBoost appliance.............................................................. 36

Register and Configure a New CloudBoost Appliance 31

Register and Configure a New CloudBoost Appliance

Create and manage cloud profiles for CloudBoost

Before you configure a CloudBoost appliance in the EMC Cloud Portal, you should create
a cloud profile for the storage it will use.
Before you begin
Obtain the necessary credentials for the cloud provider you intend to use. For more
information, see Cloud providers supported by CloudBoost appliances on page 13.
If your account was provisioned with Virtustream Storage Cloud by EMC Sales, your
provisioned storage classes appear on the Cloud Profiles page. If the account has been
activated for use with CloudBoost, it appears automatically as a cloud profile. If
Virtustream Storage Cloud has not been activated for use with CloudBoost, contact EMC
sales. You cannot edit or delete existing Virtustream Storage Cloud cloud profiles that
have been provisioned for you, nor can you add a new Virtustream Storage Cloud profile
yourself.
Procedure
1. Use a web browser to sign in to the EMC Cloud Portal with the credentials you created
from your invitation.
2. Click Cloud Portal, and then click CloudBoost.
3. In the left menu, click Cloud Profiles.
The Cloud Profiles page opens.
4. To create a new cloud profile, click New Cloud Profile.
a. In the Display Name field, type the name for this cloud profile.
b. In the Cloud Storage Provider field, select the appropriate cloud provider.
c. In the fields that appear for the selected cloud provider, provide the additional
information and credentials required to access this particular cloud object store.
d. Click Save.
5. To change information for an existing cloud profile, click Edit.
a. On the Edit a Cloud Profile page, change any fields necessary.
b. Click Save.
6. To delete an existing cloud profile, click Delete.
Results
The cloud profiles listed can be used by CloudBoost appliances.

Validate cloud storage credentials

You should use the cloud storage credential validator (sometimes referred to as the
blobstore validator (BSV)) to validate the cloud storage credentials you intend to use with
the CloudBoost appliance.
Before you begin
Configure your CloudBoost appliance with a valid cloud storage provider.
Procedure
1. Open a CLI window on the CloudBoost appliance.

32 EMC NetWorker 8.x with EMC CloudBoost 2.1 Integration Guide

 Register and Configure a New CloudBoost Appliance

Option Description
vSphere In the vSphere client, right-click VM > Open Console.
client
EC2 a. Log in to EC2, select your CloudBoost appliance, and then click
Connect.
b. In the Connect To Your Instance wizard, choose whether to connect
with an SSH client or from the browser, and then follow the
instructions.
c. In the SSH terminal, run this command,

ssh - i "private key" admin@AWS FQDN or IP

where private key is the private key you used as the key pair when
you installed your CloudBoost AMI.

The CloudBoost CLI appears.

Figure 3 CLI for CloudBoost

2. Run this command to see a list of valid cloud profiles.

diagnostics bsv-cli "--cloud_profile_id="

Note

The quotation marks are required.

The result should be similar to the following, with a list of possible cloud profiles that
are available.

Can't find cloud profile with ID . Possible values are:

1 VSC Virtustream Storage Cloud standard Storage
% Can't find cloud profile with ID
3. To validate the storage credentials for profiles listed as a result of Step 1, run this
command.

diagnostics bsv-cli "--cloud_profile_id=1"

1 represents the cloud profile to validate as listed in the result of Step 1.

Validate cloud storage credentials 33

Register and Configure a New CloudBoost Appliance

The result should indicate that various BSV CLI commands are being validated.

Running BSV CLI with java options: -Djclouds.trust-all-certs=true -Djclouds.s3.virtual-

host-buckets=false
Running BSV CLI with arguments: --provider=atmos --
identity=05832cb9d39a40af96aaafd4a406aa6f/A8581914817a4a8c264d
--credential=fXPGEkxSCo9Zt6QHLtg05I/axjc=
--endpoint=https://api.atmosonline.com validate
...
continues to validate

Registering a CloudBoost appliance

You must register a CloudBoost appliance at the CLI and in the EMC Cloud Portal before
you can configure it in the Portal.
Before you begin
You must provide basic IP address information at the CLI for the CloudBoost appliance
before you can generate a claim code used to register the appliance. For more
information, seeConfiguring network settings for a CloudBoost appliance on page 28. You
must also have consumed your invitation to create an account in the EMC Cloud Portal.
Procedure
1. Establish an SSH session to the IP address for CloudBoost appliance and log in with
the username admin and the password you set earlier.
2. Run this command.

register

3. Copy or make note of the resulting claim code.

4. Use a web browser to sign in to the EMC Cloud Portal with the credentials you created
from your invitation.
5. In the upper right-most corner of any portal page, click (Cloud Portal Options),
and then click Register a CloudBoost Appliance.
6. In the Claim code field, type the claim code from Step 3, and then click Register.
7. In the CLI window, this message appears: Appliance successfully
registered.
Results
The appliance is registered. You can now configure CloudBoost in the EMC Cloud Portal.

Note

If you have registered a physical CloudBoost appliance, you should immediately apply
any available system upgrades. For more information, see Upgrading a CloudBoost
appliance on page 45.

If you have an EMC Secure Remote Services (ESRS) gateway installation, you can also
register your CloudBoost appliance to be monitored by ESRS. For information about
installing an ESRS gateway and registering a CloudBoost appliance with ESRS, see
Monitor, Manage, and Support CloudBoost on page 43.

34 EMC NetWorker 8.x with EMC CloudBoost 2.1 Integration Guide

 Register and Configure a New CloudBoost Appliance

Enable remote client mounting

When you enable Windows clients to mount remotely, you create the password to be
used. Share the user name and password with anyone who needs to remotely mount with
the Windows client.
When you enable Windows clients to mount remotely, you create the password to be
used. Share the user name and password with anyone who needs to remotely mount with
the Windows client.
Procedure
1. Open a CLI window for the appliance, and then log in with the admin username and
password.
2. Run this command, where the value for password is a password you create.

remote-mount-password enable password

3. Share the credentials to be used when mounting with the Windows client with the
people who perform that task.
The user name is remotebackup. The password is the one you created in Step 2.

Results
Remote Windows clients can mount with these credentials. For information about the
Windows client, see the EMC CloudBoost Client Guide.

Disable remote client mounting

When you enable Windows clients to mount remotely, you create the password to be
used. Share the user name and password with anyone who needs to remotely mount with
the Windows client.

Procedure
1. Open a CLI window for the appliance, and then log in with the admin username and
password.
2. Run this command.

remote-mount-password disable

Results
For information about the Windows client, see the EMC CloudBoost Client Guide.

Enable remote client mounting 35

Register and Configure a New CloudBoost Appliance

Configuring a new CloudBoost appliance

After you provide basic network information for the appliance at the CLI and then register
it, you must use a web browser finish configuration in the EMC Cloud Portal. You can
change certain configuration information for an appliance after initial configuration.
Before you begin
You should understand SSL Certificate management for CloudBoost. For more
information, see SSL Certificate Management for CloudBoost on page 53. You must also
have defined a cloud profile for use with this appliance.
Procedure
1. Use a web browser to sign in to the EMC Cloud Portal with the credentials you created
from your invitation.
2. Click Cloud Portal, and then click CloudBoost.
3. In the left menu, click Appliances.
The Appliances page opens.
Figure 4 Appliances page

4. In the list of appliances, click the appliance that you want to configure.
The Overview page of the appliance opens.

Note

If you are preparing an appliance as the target for recovering a failed appliance,
upgrade if necessary to ensure the target appliance is running the same version as the
appliance to be recovered. Do not configure the target appliance any further. Failed
appliances cannot be recovered to configured target appliances.

For information about upgrading, see Upgrading a CloudBoost appliance on page

45.
5. Review the configuration information on the Overview page, and then click Configure.
6. To change the display name for this appliance from the default FQDN set in the CLI,
enter the display name in the Name field.
The FQDN must be in lowercase.
7. In the Cloud Profile field, select one of the cloud profiles that was previously set up.

36 EMC NetWorker 8.x with EMC CloudBoost 2.1 Integration Guide

 Register and Configure a New CloudBoost Appliance

Note

This cannot be changed after initial configuration.

8. To prevent this appliance from using a site cache, deselect Enable Site Cache.

Note

This cannot be changed after initial configuration.

9. To use a CA-signed certificate, select Provide a CA-signed certificate, then choose a

PKCS12 certificate file to upload and provide the key file password if necessary.
CA certificate information must be provided in lowercase.

Note

CA-signed certificates are preferred because of the higher level of security available
from trusted certificate authorities. To obtain a CA-signed certificate, visit the website
of your preferred authority.

10. To minimize clock drift, select Enable NTP checkbox, and then enter the URL or IP
address for at least one NTP server.
11. To set the frequency of backups, select a schedule for Backup Frequency.

Note

The backups referred to here are for the system state of the appliance and for the
stored metadata. This is not a reference to any backup software integration.

12. To use asymmetric encryption keys, select Enable backup encryption with asymmetric
keys.
a. Refer to the displayed instructions to help you create your private and public
encryption keys. This is the only method of asymmetric key creation supported for
the CloudBoost appliance.
b. Copy the entire public key from the resulting output file and paste it into the text
box below the instructions on the Configure tab.
c. Copy the entire private key from the resulting output file and paste it somewhere
safe. If you created a pass phrase, copy that as well.

CAUTION

You must safely store your private key and pass phrase. They must be provided to
decrypt a recovered backup. Appliances backed up using the public key provided
on the Configure tab cannot be recovered without your private key and pass
phrase.

13. Review your selections, then click Update Configuration to save these settings for the
appliance.
Results
The appliance is configured and a backup immediately begins.

Configuring a new CloudBoost appliance 37

Register and Configure a New CloudBoost Appliance

38 EMC NetWorker 8.x with EMC CloudBoost 2.1 Integration Guide

CHAPTER 7
Integrate NetWorker 8.x with CloudBoost

Read this chapter if you are integrating CloudBoost with NetWorker Server 8.1x or
8.2x.

l Connecting NetWorker 8.x to CloudBoost.............................................................. 40

Integrate NetWorker 8.x with CloudBoost 39

Integrate NetWorker 8.x with CloudBoost

Connecting NetWorker 8.x to CloudBoost

Connect NetWorker to CloudBoost to send a NetWorker backup clone to CloudBoost.
Before you begin
For information about installing and configuring NetWorker, storage nodes, and advanced
file type devices (AFTDs), see the EMC NetWorker Installation Guide and the EMC NetWorker
Administration Guide.
Read this topic if you are integrating CloudBoost with NetWorker Server 8.1x or 8.2x.
If you are integrating CloudBoost with NetWorker Server 9.0.x, see the EMC NetWorker
Installation Guide and the EMC NetWorker Administration Guide.
Perform the following tasks inside the Networker administration interface.
Procedure
1. Right-click Storage Node, and then click New.
2. On the General tab, type the FQDN in the Name text box, and then add a comment if
needed. Verify that scsi is selected next to Type of storage node, and then click OK.
3. Right-click Devices, and then click New Device Wizard.
4. Select Advanced File Type Device (AFTD), and then click Next.
5. Select the CloudBoost storage node you just created. Leave the rest of the fields with
their default settings, and then click Next.
6. Select the CloudBoost share, and then click Next.
Make sure the path /mnt/magfs/base is selected.

7. In the Networker Device Name field, type the FQDN of the CloudBoost appliance, add
a comment if you want, and then click Next.
8. Select Label and Mount device after creation, select Backup Clone under Pool Type,
select Default Clone under Pool, and then click Next.
9. Review the configuration, click Configure, and then click Finish.
10. Right-click Clones, and then click New.
11. Type the name of the clone and a comment in the Name and Comment fields, and
then in the Storage node to WRITE save sets drop-down select the CloudBoost storage
node you created.
12. Make any other changes you want to the clone, then click OK.
13. Click the Monitoring tab.
14. Under Clones, click the Clones tab, and then right-click the newly created clone and
click Start.
15. To verify that CloudBoost is receiving clones from NetWorker, log in to the EMC Cloud
Portal.
a. Click Cloud Portal, and then click CloudBoost.
b. Select the appropriate appliance.
c. Under Storage Use History at the bottom of the Overview tab, review the storage
consumption information for data sent to the share and received by CloudBoost.
For information about monitoring a CloudBoost appliance, see the Monitor, Manage,
and Support CloudBoost on page 43.

40 EMC NetWorker 8.x with EMC CloudBoost 2.1 Integration Guide

 Integrate NetWorker 8.x with CloudBoost

Results
You may also test restoring data from the share by using the NetWorker Recovery Wizard.

Connecting NetWorker 8.x to CloudBoost 41

Integrate NetWorker 8.x with CloudBoost

42 EMC NetWorker 8.x with EMC CloudBoost 2.1 Integration Guide

CHAPTER 8
Monitor, Manage, and Support CloudBoost

You can see status and performance information for CloudBoost appliances, change log
levels, upgrade, restart, recover, and remove appliances. You can also register
CloudBoost appliances with EMC Secure Remote Services.
If CloudBoost appliances are not registered with EMC Secure Remote Services, you will
need to manually monitor their health, collect and review logs, and contact EMC Support
should any issues arise.

l CloudBoost reporting............................................................................................ 44
l Upgrading a CloudBoost appliance....................................................................... 45
l CloudBoost integration with EMC Secure Remote Services ....................................45
l Registering CloudBoost with EMC Secure Remote Services.................................... 46
l Increasing the CloudBoost appliance site cache....................................................47
l Changing log levels for CloudBoost debugging...................................................... 47
l Restarting a CloudBoost appliance........................................................................48
l Recovering a CloudBoost appliance.......................................................................48
l Deleting a CloudBoost appliance...........................................................................50

Monitor, Manage, and Support CloudBoost 43

Monitor, Manage, and Support CloudBoost

CloudBoost reporting
You can monitor the health of CloudBoost appliances and see the amount of data sent
over time, and see the corresponding storage consumed over time by de-duplicated data.
When you sign in to the EMC Cloud Portal, click Cloud Portal, then CloudBoost, and then
Appliances to see your list of appliances. On the Appliances page, you can see the status
of each appliance and see whether an upgrade is available. To filter the list of
appliances, type a portion of the name of the appliance or appliances you want to see.
Figure 5 Appliances page

Select an appliance to see information about it, including its configuration and storage
use history.
Figure 6 Appliance configuration details and storage use history

44 EMC NetWorker 8.x with EMC CloudBoost 2.1 Integration Guide

 Monitor, Manage, and Support CloudBoost

Under Configuration, you can see a brief summary of some of the settings made on the
Configure tab.
Under About, you can see information about the appliance, including how much storage
is used. You can see the deduplication ratio, and the affect of deduplication and
compression as a percentage of the original size of the data, which is sent to the cloud
storage provider.
Under History, you can see the deployment and upgrade history for the appliance.
Storage Use History shows how much raw data the appliance has received, and how
much deduplicated and compressed data was sent to the cloud storage provider. You can
change the view from the default, Hours, to show storage used over the course of days,
weeks, months or years.

Upgrading a CloudBoost appliance

You can upgrade CloudBoost appliance software from within the EMC Cloud Portal.
During the installation the CloudBoost appliance will be unavailable. The appliance will
restart after the upgrade is complete.
Procedure
1. Use a web browser to sign in to the EMC Cloud Portal with the credentials you created
from your invitation.
2. Click Cloud Portal, and then click CloudBoost.
3. Select the appliance to upgrade.
4. On the Overview tab, click Choose Upgrade under About.
5. Select the version to upgrade to, and then click Start Upgrade.
6. Review the warning message, and then click Confirm.
After a moment, the Appliances page appears.
7. Monitor the progress of the upgrade, which can take some time.
Results
After the upgrade is complete, you can see the upgrade history on the Overview tab for
the appliance, under History.

CloudBoost integration with EMC Secure Remote Services

EMC Secure Remote Services (ESRS) is a virtual appliance that enables two-way remote
communication for EMC to monitor system health and to proactively communicate alerts
and issues to EMC Customer Support. ESRS is included at no extra charge in the
enhanced or premium warranty or maintenance agreement.
When registered with your ESRS gateway, the CloudBoost appliance continuously
communicates with ESRS, sending it status information and reports on a schedule. When
appropriate, appliance alerts from ESRS appear in the EMC Cloud Portal. When
necessary, EMC CloudBoost Technical Support is notified of issues and can open an SSH
session with the appliance to obtain additional logs and reports. You can allow or deny
this remote activity for any reason. When a tech support agent initiates a connection
through ESRS, an email is sent to you requesting access, you can choose to grant/deny
the request. You can also audit EMC remote support activity, including the date and time
of remote sessions, the ticket number, the EMC technician, and more.
If you choose not to register CloudBoost appliances with ESRS, you must manually
monitor your appliances. If any issues arise, you must contact EMC Support yourself.

Upgrading a CloudBoost appliance 45

Monitor, Manage, and Support CloudBoost

You can install the EMC Secure Remote Services gateway version 3.6.0 or later in a VM
separate from the CloudBoost appliance. After your CloudBoost appliance is registered in
the EMC Cloud Portal, you can then also register it with ESRS.
For information about installing the ESRS gateway, refer to the EMC Secure Remote
Services Virtual Edition topics at these sites.
l https://support.emc.com/products/37716_EMC-Secure-Remote-Services-Virtual-
Edition
l https://support.emc.com/products/37716_EMC-Secure-Remote-Services-Virtual-
Edition/Topics/pg58757/

Note

When you install the ESRS gateway, make note of the IP address or URL and the serial
number. You will need to provide them at the CloudBoost CLI when you register the
appliance with ESRS, along with the SID from the email sent from EMC ESRS Support. For
information about registering your CloudBoost appliance with ESRS, see Registering
CloudBoost with EMC Secure Remote Services on page 46.

Registering CloudBoost with EMC Secure Remote Services

You can register a CloudBoost appliance with your EMC Secure Remote Services (ESRS)
gateway to enable two-way remote communication with EMC. This purpose for ESRS is to
monitor system health and to proactively communicate alerts and issues to EMC
Customer Support.
Before you begin
Your ESRS gateway must be installed, and your CloudBoost appliance must be registered
in the EMC Cloud Portal before you can register it with ESRS. Remote access must be
enabled for your appliance. For information about installing your ESRS gateway, see
CloudBoost integration with EMC Secure Remote Services on page 45.

Note

If a firewall exists between the CloudBoost appliance and the ESRS server, certain ports
(for example, port 9443) must be open. For information about which ports must be
opened, see Firewall port requirements on page 15.

Procedure
1. Find your ESRS SID in the email from EMC ESRS Support.
2. Have the IP address or URL and the serial number of your installed ESRS gateway
available.
3. Establish an SSH session to the IP address for the CloudBoost appliance and log in
with the administrator credentials.
4. Run this command.

support esrs register esrs_gateway username password sid gateway_sn

esrs_gateway is either the IP address or the FQDN for your ESRS gateway virtual
machine. username and password are the credentials used to set up your ESRS
gateway. sid is the ESRS serial number provided by EMC ESRS Support in an email.
gateway_sn is the serial number for the ESRS gateway.

46 EMC NetWorker 8.x with EMC CloudBoost 2.1 Integration Guide

 Monitor, Manage, and Support CloudBoost

Note

If you see this message, Approval Request Pending - Contact EMC

Customer Support, contact EMC Customer Support and ask for the device
registration in ESRS to be manually approved. Once the request is approved by EMC
support, you can run the command in step 4 again. Once a device is successfully
registered, you can also use the status command to verify your connection. At the
bottom of the window, you will see the ESRS Server details listed.

Results
The CloudBoost appliance is registered with ESRS, and continuous support monitoring
begins.

Increasing the CloudBoost appliance site cache

You can increase the cache size after deployment by adding additional virtual data disks
in vCenter virtual machine configuration, but you must reboot the CloudBoost appliance
after doing so.
Any new data disk should be equal to the initial site cache data disk size during
deployment.
l If a new data disk is less than the initial data disk size, CloudBoost generates a
warning event and the disk is not added to the system.
l If a new data disk is bigger than the initial data disk size, CloudBoost generates a
warning event, the disk is added to the system, but the excess space is not used.
l The supported number of caching disks are either 1, 2, 4, 8, 16, or the maximum of
32. If the number of available caching disks is not equal to the number of supported
disks, site cache consumes the maximum supported disk count less than or equal to
the available disks, and the remaining disks are not used. For example, if the number
of available caching disks is 19, the caching server uses only 16; the rest are not
used. If the number of caching disks is 45, the caching server uses 32, and the rest
are not used.
Additional data disks must be thick provisioned.

Changing log levels for CloudBoost debugging

Log files are an important tool when investigating issues. At the direction of EMC Support,
you can change logging levels to increase the amount of information collected for their
use in trouble shooting.
While increasing the logging level may assist in diagnosing a reported problem, it can
decrease the performance of an appliance.
Procedure
1. Use a web browser to sign in to the EMC Cloud Portal with the credentials you created
from your invitation.
2. Click Cloud Portal, and then click CloudBoost.
3. Select the appropriate appliance, and then in the upper right-most corner of the page,
click Commands.
4. Select the appropriate log level.

Increasing the CloudBoost appliance site cache 47

Monitor, Manage, and Support CloudBoost

l Change Log Level to INFO This is the default log level.

l Change Log Level to DEBUG
l Change Log Level to TRACE
Results
When an elevated log level is no longer needed for diagnosing and troubleshooting
issues, you can reduce the level and thereby improve performance.

Restarting a CloudBoost appliance

You can restart a CloudBoost appliance like any other computer. You might do this at the
direction of EMC Support. Appliances are automatically restarted when you upgrade
them.
You may restart an appliance from within the EMC Cloud Portal or at the CLI.
Procedure
1. If the CloudBoost appliance you need to restart can communicate with the EMC Cloud
Portal, you can restart it from there.
a. Use a web browser to log in to the EMC Cloud Portal..
b. Click Cloud Portal, and then click CloudBoost.
c. Select the appropriate appliance, and then click Commands.
d. Select Reboot Appliance.
2. If you cannot restart the appliance from within the EMC Cloud Portal, you can restart it
from the CLI.
a. Establish an SSH session to the IP address for the CloudBoost appliance and log in
with the admin username and password.
b. Run this command.

reboot

Results
The appliance becomes inactive during the soft restart, like any other computer, then
becomes active again. The restart event is logged.

Recovering a CloudBoost appliance

If a CloudBoost appliance fails, you can recover to a CloudBoost appliance that is
registered but not configured.
Before you begin
The recovery target appliance must be running the same version of the CloudBoost
software as the failed appliance had been running. Upgrade the target appliance if
necessary to ensure it is running the same version as the appliance to be recovered. For
information about upgrading, see Upgrading a CloudBoost appliance on page 45.

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 Monitor, Manage, and Support CloudBoost

Note

Do not configure the target appliance any further. Failed appliances cannot be recovered
to configured target appliances.

If a CloudBoost appliance fails, you must deploy a second CloudBoost appliance to

restore the metadata from backups stored in the cloud. Backups of the CloudBoost
metadata are run (according to the scheduled frequency that is specified in the appliance
configuration) and are stored in the same object store as the data. The recovery process
requires this metadata to be restored to the newly deployed CloudBoost appliance.
For testing purposes, you can force recovery for an active appliance.
Procedure
1. Use a web browser to sign in to the EMC Cloud Portal with the credentials you created
from your invitation.
2. Click Cloud Portal, and then click CloudBoost.
3. On the Appliances page, verify that an unconfigured appliance is available that you
can recover the failed appliance to.
Figure 7 New, unconfigured appliance

4. Verify that the unconfigured appliance is running the same version as the failed
appliance. Upgrade if necessary.
5. Recover the failed appliance.
l Find the inactive appliance on the Appliances page, and then click Recover for that
appliance.
Figure 8 Appliance to recover

l To test the recovery process with an active appliance, select the appropriate
appliance on the Appliances page, and then on the appliance details page, click
Commands, and then Force recover appliance.
The Recover tab opens.

Recovering a CloudBoost appliance 49

Monitor, Manage, and Support CloudBoost

Figure 9 Recover tab

6. If the appliance being recovered had been configured to use asymmetric encryption,
provide the private key required to decrypt the backed up data.
a. If a pass phrase was created to use with the private key, type that pass phrase.
7. Select the appropriate CloudBoost appliance as the recovery target.

Note

The recovery target appliance must be running the same version of the CloudBoost
software as the appliance being recovered.

The recovery target appliance adopts the FQDN and display name of the recovered
appliance.
8. Provide the remaining configuration information, and then click Start Recover
Operation.

After you finish

If the recovered appliance used asymmetric encryption, you can rotate the encryption
keys. To do this, open the Configure tab for the recovered appliance, enable backup
encryption with asymmetric keys, and create the public and private keys. For more
information, see Configuring a new CloudBoost appliance on page 36.

Deleting a CloudBoost appliance

You can delete an appliance so that it can be deployed once again, as if it were a new
appliance. You might want to do this in a production environment if a problem happened
during deployment or configuration, before any backups were made. You might also want

50 EMC NetWorker 8.x with EMC CloudBoost 2.1 Integration Guide

 Monitor, Manage, and Support CloudBoost

to delete an appliance set up for testing purposes, if its backups had value only for
testing.
An appliance that is inactive or unusable appears in red on the Appliances page. When
you select such an appliance, the status at the top of the appliance detail page is Down.
An appliance is considered active if sufficient configuration has happened, even if no
backups have been made. If an error was made during configuration, such as choosing
the wrong cloud profile, you can delete an active appliance so that you can redeploy it.

Note

If a CloudBoost appliance had been actively used to back up production data, you should
recover it, rather than remove it. For information about recovering an appliance, see
Recovering a CloudBoost appliance on page 48.

Procedure
1. Carefully identify the appliance that must be deleted.
2. Open a CLI window on the CloudBoost appliance.

Option Description
vSphere In the vSphere client, right-click VM > Open Console.
client
EC2 a. Log in to EC2, select your CloudBoost appliance, and then click
Connect.
b. In the Connect To Your Instance wizard, choose whether to connect
with an SSH client or from the browser, and then follow the
instructions.
c. In the SSH terminal, run this command,

ssh - i "private key" admin@AWS FQDN or IP

where private key is the private key you used as the key pair when
you installed your CloudBoost AMI.

The CloudBoost CLI appears.

Figure 10 CLI for CloudBoost

Deleting a CloudBoost appliance 51

Monitor, Manage, and Support CloudBoost

3. Run this command.

factory-reset erase-everything

The appliance is reset back to its original pre-deployed state. This includes resetting
CloudBoost to its original version. Any upgrades that occurred during its deployment
are no longer in effect.
4. To delete all the data in the cloud, run this command.
destroy-appliance

5. Use a web browser to sign in to the EMC Cloud Portal with the credentials you created
from your invitation.
6. Click Cloud Portal, and then click CloudBoost.
7. In the left menu, click Appliances.
8. Select the appliance to delete.
9. On the appliance details page, click , and then Delete Appliance.
10. In the confirmation message, click Ok.
The Appliances page appears, where you can verify that the appliance was deleted.
Results
The EMC Cloud Portal no longer has a record of this appliance. The appliance is reset to
its original state. You may redeploy the appliance as if it were new.

52 EMC NetWorker 8.x with EMC CloudBoost 2.1 Integration Guide

CHAPTER 9
SSL Certificate Management for CloudBoost

In production environments, you should use a wildcard SSL certificate signed by a trusted
Certificate Authority. Wildcard certificates are public key certificates that can be used
with multiple sub-domains. Only a single level of sub-domain matching is supported.
The CA-signed wildcard certificate must be suitable for SSL server usage and must cover
all the host names in the CloudBoost deployment. Certificates that do not cover your
entire CloudBoost deployment will be rejected. Additional names (beyond the server the
certificate is being installed on) such as CNAMEs are not automatically validated; the
administrator must manually validate these names.
The signed certificate must not expire in less than one month. If you attempt to upload a
certificate that will expire in less than one month, the server will reject it.
If your signed certificate is due to expire within three months, a warning message
appears within CloudBoost appliance management in the EMC Cloud Portal until the
issue is resolved.

Note

Because self-signed SSL certificates are less secure than those signed by a trusted
Certificate Authority, self-signed certificates should be used only for test deployments.

CloudBoost uses the certificate storage solutions within the operating systems for Mac,
Windows and iOS.

Note

If you use a self-signed certificate, you must push the root CA certificate to the certificate
store of each device.

l Self-signed SSL certificates................................................................................... 54

l Converting a PEM file to PKCS #12.........................................................................55
l Verifying your certificate........................................................................................ 56
l Manage the SSL certificate for a CloudBoost appliance......................................... 56

SSL Certificate Management for CloudBoost 53

SSL Certificate Management for CloudBoost

Self-signed SSL certificates

Because self-signed SSL certificates are less secure than those signed by a trusted
Certificate Authority, self-signed certificates should be used only for test CloudBoost
deployments.
If you deploy an instance for testing and later decide to move it to production, you can
update the SSL certificate.

Note

Changing the SSL certificate has no impact on the data or metadata of the share. Before
you apply your new certificate, you should plan for a short service outage. You must stop
all services for the share before you can update the certificate.

Selecting Use the default self-signed certificate in the EMC Cloud Portal does not provide
a certificate for you to deploy on other machines. Therefore, if you wish to access any
deployed share from a client running on a separate machine, you should generate your
own self-signed certificate.

Generating a self-signed SSL certificate

You can generate a self-signed certificate for testing purposes from a Linux terminal
which can be deployed elsewhere as required.
The resulting .pem file can be converted to a PKCS #12 file for use on the CloudBoost
appliance page in the EMC Cloud Portal.
The openssl toolkit is used to generate an RSA Private Key and CSR (Certificate Signing
Request). It can also be used to generate self-signed certificates that can be used for
testing purposes or internal usage.
Procedure
1. Create an openssl configuration file that enables subject alternative names
(config.cnf).

[req]
distinguished_name = req_distinguished_name
req_extensions = v3_req
[req_distinguished_name]
countryName = US
localityName = Mountain View
organizationalUnitName = <%= brand_name %>
commonName = EMC, inc.
emailAddress = [email protected]

[v3_req]
keyUsage = keyEncipherment, dataEncipherment
extendedKeyUsage = serverAuth
subjectAltName = @alt_names

[alt_names]
DNS.1 = cloudboost1.example.com
DNS.2 = cloudboost2.example.org

2. Save the file.

3. To generate a valid private RSA key, run this command.

openssl genrsa 2048 > host.key

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 SSL Certificate Management for CloudBoost

Once the private key is generated, a Certificate Signing Request can be generated.
4. To use the CSR to self-sign the CSR, run this command.

openssl req new key host.key out host.csr config config.cnf

5. To self-sign the certificate request, setting a life-span of the certificate, run this
command.

openssl x509 req days 365 in host.csr signkey host.key out host.crt extensions
v3_req extfile config.cnf

6. To combine the files to generate a valid .pem file, run this command.

cat host.crt host.key > host.pem

Converting a PEM file to PKCS #12

Convert a PEM file to PKCS #12 to enable SSL certificate provision on the CloudBoost
appliance page in the EMC Cloud Portal.
PKCS #12 defines an archive file format for storing multiple cryptographic objects as a
single file. In the case of a CA-signed certificate, the PKCS #12 file commonly bundles
both the certificate and private keys. The file can be encrypted with a pass phrase
(although this is not mandatory). PKCS #12 files commonly have a .p12 or .pfx file
extension.
If you have separate certificate and key PEM files (base64 ASCII), but no PKCS #12 file,
you can convert them using openssl. The PKCS #12 file contains the certificate, private
key and intermediate certificates (up to the CA root).

Note

For use with CloudBoost, PKCS #12 filenames must be lowercase.

Procedure
1. In a Linux terminal, execute this command.

openssl pkcs12 -export -chain -CAfile foo.com.chain.pem

-in magfs.io.pem -inkey foo.com.key
-passout file:passphrase.txt
-out foo.com.chain.p12

Where:

Option Description
foo.com.chain.pem is the concatenation of the intermediate certificate (root is the
last)
foo.com.pem is the *.foo.com certificate
foo.com.key is the private key for the above certificate
passphrase.txt contains the pass phrase to use for the .p12 file

Converting a PEM file to PKCS #12 55

SSL Certificate Management for CloudBoost

Verifying your certificate

Verify an SSL certificate before providing it on the CloudBoost appliance page in the EMC
Cloud Portal.
OpenSSL provides tools to verify an SSL certificate. It is best practice to verify your
certificate before providing on the CloudBoost appliance page in the EMC Cloud Portal.
For more information about SSL certificate verification, refer to the official OpenSSL
documentation at http://www.openssl.org/docs/apps/verify.html.
Procedure
1. From a Linux terminal, execute this command, replacing host.crt with the appropriate
certificate filename.

openssl verify -purpose sslserver host.crt

Manage the SSL certificate for a CloudBoost appliance

You can change whether a CloudBoost appliance uses the default self-signed certificate
or a CA-signed SSL certificate.
Because self-signed SSL certificates are less secure than those signed by a trusted
Certificate Authority, self-signed certificates should be used only for test deployments.
In production environments, you should use an SSL certificate signed by a trusted
Certificate Authority. The CA-signed certificate must be suitable for SSL server usage and
must cover all the host names in the deployment.
If you deploy an instance for testing and later decide to move it to production, you can
update the SSL certificate.
Procedure
1. Use a web browser to sign in to the EMC Cloud Portal with the credentials you created
from your invitation.
2. Click Cloud Portal, and then click CloudBoost.
3. Select the appropriate appliance, and then click Configure.
4. Next to Certificate, select the type of SSL certificate and provide the necessary
certificate information.

Option Description
Use the default self- This is selected by default. This is acceptable in test
signed certificate environments, but should not be used in a production
environment.
Provide a CA-signed Upload a CA-signed wildcard certificate in the form of a .p12
certificate or .pfx file and if necessary, type the key file password.

Note

CA certificate information must be provided in lowercase.

5. Click Update Configuration.

56 EMC NetWorker 8.x with EMC CloudBoost 2.1 Integration Guide

CHAPTER 10
Common Cloud Portal Tasks

These administrative tasks are common across the entire EMC Cloud Portal.

l Resetting your personal Cloud Portal password at sign-in...................................... 58

l Editing your personal Cloud Portal account profile.................................................58
l Manage Cloud Portal Users................................................................................... 58
l Changing the event notification settings in the Cloud Portal.................................. 63
l Events history in the Cloud Portal.......................................................................... 64
l Getting Help inside the Cloud Portal...................................................................... 65

Common Cloud Portal Tasks 57

Common Cloud Portal Tasks

Resetting your personal Cloud Portal password at sign-in

If you forget your EMC Cloud Portal user account password while signing in, you can reset
it.
Procedure
1. From the Sign In page of the portal, select Forgot Password?
2. On the Forgotten Password page, specify the email address that you used when you
set up your account, then select Reset Password.
The page displays a prompt for you to check your email for a link to reset your
password.
3. Check the email account that you used for the setting up your Cloud Portal account.
You should receive a message with a link to reset your password.
4. Open your EMC email and select the link named Set New Password.
The Forgotten Password page in the Cloud Portal opens in your browser.
5. On the Forgotten Password page, use the listed criteria to create and type a new
password, then select Set as password.
If your password does not match during confirmation, you are prompted to try again. If
it does match, you are prompted to select a link to return to the Cloud Portal.

Editing your personal Cloud Portal account profile

If you want a new password, email address, or username, you can sign in to the EMC
Cloud Portal and then edit your Cloud Portal profile to make the updates that you want.
Procedure
1. In the upper right-most corner of any page in the portal, select (Services Menu) >
Edit Profile.
2. On the Edit Profile page, edit the information in any field (or select Change Password
and then create a new password), and then select Update Profile.

Manage Cloud Portal Users

As a tenant administrator, you can use the User Management function in the EMC Cloud
Portal to manage the users who are now in the EMC Cloud Portal account and you can
also invite other users whom you want to be added to the account. Users who accept the
invitation to establish an account will have the same portal privileges that you now have,
which means that they too will be able to invite other users, edit user information, or
delete them as a Cloud Portal user.
Invite a user
You can invite one or more users to establish a Cloud Portal account. You will need to
know the email address of each user you want to invite. For details, see Adding a new
user and sending a Cloud Portal account invitation on page 59.
Edit a user
When you edit a user account with the User Management function, you can modify the
username and email address. You can also reset the password. For details, see Editing a
Cloud Portal user account on page 61.

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 Common Cloud Portal Tasks

Delete a User
You can delete one or more user accounts with the User Management function in the
portal. Before any account is deleted, however, you are asked to confirm that you want to
delete. For details, see Deleting a Cloud Portal user account on page 63.

Adding a new user and sending a Cloud Portal account invitation

As a Cloud Portal tenant administrator, you can add new users and invite them to create
an EMC Cloud Portal account. Any user who accepts your invitation will have the same
administrative privileges that you have.
Procedure
1. Use a web browser to sign in to the EMC Cloud Portal with the credentials that you
created from your own invitation.
2. In the upper right-most corner of any page in the portal, click (Services Menu) >
User Management.
The View Users page opens.
3. Click Invite Users.

Option Description
On the View Users page, select the Opens a slide-out dialog where you can add
Users mode, and then click Invite the email addresses of users you want to
Users. invite to establish an account.
On the View Users page, select the Opens a slide-out dialog where you can add
Invitations mode, and then click the email addresses of users you want to
Invite Users. invite to establish an account.

Choosing either of these options opens the same dialog box.

4. In the Invite Users dialog box, enter the email address of the user you want to invite to
establish an account.
You can add as many email addresses as you like, but each address must be
separated by a semicolon and each address must be valid.
Valid email addresses are formatted in the form of
<local_part>@<domain_part>, for example, [email protected].

5. When you have entered email addresses for those you want to invite, click Invite.
a. A popup appears to notify you that the email has been sent to the invitee.
b. The user receives the email invitation, and the email address of the user is added
to the list of invitations sent.
c. (Conditional) If the user accepts the invitation, the email address is added to the
list of users.
d. (Conditional) If the users neglects the invitation, it expires in 90 days.

Adding a new user and sending a Cloud Portal account invitation 59

Common Cloud Portal Tasks

Note

You can re-invite a user who has already accepted an invitation, but you must use an
alternate email address to add the recipient as a new user.
If the user does not accept the invitation, you can resend it. For more information, see
Resending a Cloud Portal account invitation on page 60.
If you decide to withdraw the user invitation before it is accepted, you can delete it.
For more information, see Deleting a Cloud Portal account invitation on page 61.

Resending a Cloud Portal account invitation

As a Cloud Portal tenant administrator, you can resend an account-creation invitation via
email to a user who might have forgotten the original invitation.
Procedure
1. Use a web browser to sign in to the EMC Cloud Portal with the credentials that you
created from your own invitation.
2. In the upper right-most corner of any page in the portal, click (Services Menu) >
User Management.
The View Users page opens.
3. Click Invitations, and then in the User email list, select one or more email addresses
of the user account invitations you want to resend.
The Resend Invitation button displays if you selected only one user account. The
Resend Invitations button displays if you select multiple accounts. Two other buttons
are also displayed.
l Invite Users
l Delete Invitations
For more information about these options, see Adding a new user and sending a
Cloud Portal account invitation on page 59 or Deleting a Cloud Portal account
invitation on page 61.
4. When you have selected email addresses for the invitations you want to resend, click
Resend Invitation (or click Resend Invitations, if multiple invitations are to be re-
sent).
a. A popup appears to notify you that the email has been re-sent to the invitee(s).
b. The user receives the email invitation, and the email address of the user is added
to the list of invitations sent.
c. (Conditional) If the user accepts the invitation, the email address is added to the
list of users.
d. (Conditional) If the users neglects the invitation, it expires in 90 days.

Note

You can re-invite a user who has already accepted an invitation, but you must use an
alternate email address to add the recipient as a new user.
If you decide to withdraw the user invitation before it is accepted, you can delete it.
For more information, see Deleting a Cloud Portal account invitation on page 61.

60 EMC NetWorker 8.x with EMC CloudBoost 2.1 Integration Guide

 Common Cloud Portal Tasks

Deleting a Cloud Portal account invitation

As a Cloud Portal tenant administrator, if an account-creation invitation has been ignored
or if you sent it in error, you can delete it. Deletion of the email invitation makes its future
acceptance impossible; a new invitation must be sent.
Procedure
1. Use a web browser to sign in to the EMC Cloud Portal with the credentials that you
created from your own invitation.
2. In the upper right-most corner of any page in the portal, click (Services Menu) >
User Management.
The View Users page opens.
3. Click Invitations, and then in the User email list, select one or more email addresses
of the user account invitations you want to resend.
The Delete Invitation button is displayed if you selected only one user account. The
Delete Invitations button is displayed if you select multiple accounts. Two other
buttons are also displayed.
l Invite Users
l Resend Invitations
For more information about these options, see Adding a new user and sending a
Cloud Portal account invitation on page 59 or Resending a Cloud Portal account
invitation on page 60.

4. When you have selected email addresses for the invitations you want to delete, click
Delete Invitation (or click Delete Invitations, if multiple invitations are to be deleted).
A popup appears to notify you that the email to the invitee(s) has been deleted.

Editing a Cloud Portal user account

As an EMC Cloud Portal tenant administrator, you can apply the Cloud Portal User
Management function to edit some user account information. You can also reset a user
password or delete a user account while using this function.
Procedure
1. Use a web browser to sign in to the EMC Cloud Portal with the credentials that you
created from your own invitation.
2. In the upper right-most corner of any page in the portal, click (Services Menu) >
User Management.
The View Users page opens.
3. Click Users, and then in the User email list, select the email address of the user
account you want to edit.
The Edit User control is displayed (along with other controls).

Editing a Cloud Portal user account 61

Common Cloud Portal Tasks

Note

Selecting more than one email address removes the Edit User button from the page.
One of the exposed controls is the Invite Users button and the other is the Delete User
button. For more information about these options, see Adding a new user and sending
a Cloud Portal account invitation on page 59 or Deleting a Cloud Portal user
account on page 63.

4. Click Edit User.

The View user details slide-out dialog box is displayed.
5. In the View user details dialog box, edit the fields as needed:
l First Name
Edit the name as you want it to appear in the salutation of emails sent from Cloud
Portal.
l Email address
Edit the email address as needed. Valid email addresses are formatted in the form of
<local_part>@<domain_part>, for example, [email protected].

6. When you have made the changes you want, click Update.
A popup appears to notify you that the user details have been updated.

Resetting a Cloud Portal user account password

As a Cloud Portal tenant administrator, you can reset the password on any EMC Cloud
Portal user account, including your own.
Procedure
1. Use a web browser to sign in to the EMC Cloud Portal with the credentials that you
created from your own invitation.
2. In the upper right-most corner of any page in the portal, click (Services Menu) >
User Management.
The View Users page opens.
3. Click Users, and then in the User email list, select the email address of the user
account for which you want to reset the password that you want to edit.
The Edit User control is displayed (along with other controls).

Note

One of the exposed controls is the Invite Users button and the other is the Delete User
button. For more information about these options, see Adding a new user and sending
a Cloud Portal account invitation on page 59 or Deleting a Cloud Portal user
account on page 63.

4. Click Edit User.

The View user details slide-out dialog box is displayed.
5. In the View user details dialog box, click the button to expose two options.
l Reset Password
l Delete
For more information about the Delete option, see Deleting a Cloud Portal user
account on page 63.

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 Common Cloud Portal Tasks

6. Click Reset Password.

a. A popup appears to notify you that a reset password instructional email has been
sent to the user.
b. The user receives the reset password instructional email.

Deleting a Cloud Portal user account

As an EMC Cloud Portal tenant administrator, you can apply the Cloud Portal User
Management function to delete a user account. You can choose either of two methods to
delete the account.
Procedure
1. Use a web browser to sign in to the EMC Cloud Portal with the credentials that you
created from your own invitation.
2. In the upper right-most corner of any page in the portal, click (Services Menu) >
User Management.
The View Users page opens.
3. Click Users, and then in the User email list, select the email address of the user
account you want to delete.
The Delete User control is displayed (along with the Invite Users and Edit User
controls).

Note

For more information about the other options, see Adding a new user and sending a
Cloud Portal account invitation on page 59 and Editing a Cloud Portal user account on
page 61.

4. Delete the user account using either of two methods.

Option Description
Click Delete User. Use this method to delete the user account directly from
the View Users page.

Click Edit User > > Use this method to delete the user account if you decide
Delete User. to do so while in the Edit User mode.

Both of these methods effectively delete the selected user account from Cloud Portal.

Changing the event notification settings in the Cloud Portal

You can configure EMC Cloud Portal to push important event notifications in the form of
alerts, system errors, system warnings, or other important information you want the
portal or the portal plugin to communicate.
You can also choose how end users are to receive such a message.
l An email message to specified recipients
l An instant, onscreen message called a toast notification
l An email and a toast notification
To access these settings in the portal, select (Services Menu) > Events > Notification
Settings.

Deleting a Cloud Portal user account 63

Common Cloud Portal Tasks

Email notifications
By default, email notifications for events are turned on, with the following event types
available for selection:
l Alerts (critical events that require prompt action)
l Errors (operational errors that have occurred in the portal or in a portal plugin)
l Warnings (preemptive messages that draw attention to abnormal operating
conditions)
You can clear the selection of any of these settings or add the Info event type (that is,
status messages regarding the portal or portal plugin operations) to the selection.
The default recipient of these event email messages is the administrator whose email
address was provided when the account was set up or edited. You can add other email
recipients as needed.
Toast notifications
A toast notification is an onscreen alert message that you see as a text box sliding up
from behind the action bar at the bottom of the page. The toast displays for 7 seconds
before fading out. Its content is also added to a drop-down list (signified by the icon)
available in the portal utility bar. While it displays, you can click or tap the toast
notification alert for more information, or you can do the same from the drop-down list. If
an alert remains unopened, the portal reminds you.
By default, toast notifications for events are turned on, with only Alerts selected to
display. You can clear the selection Alerts, or you select other event types (Errors,
Warnings, Info) to display.

Events history in the Cloud Portal

The events history shows you at a glance the most important information about the
operations of EMC Cloud Portal.
Any operation that EMC Cloud Portal records it also adds to a comprehensive list,
available for viewing from the Events History page and accessed from (Services
Menu). In the list, you can:
l Filter the events further (by product name).
l Select event types (Alerts, Errors, Warnings, or Information).
l Select an event checkbox and then click the event name to view its details (including
next steps and related information) or to dismiss it from the history list.
Event severity
Because events vary in importance or severity, and because there might be many events
in the list, they are sorted into the following order and categories, by default, to prioritize
your attention:

Table 6 How events are prioritized in Events History

1 Active alerts

2 Inactive alerts

3 Errors

4 Warnings

64 EMC NetWorker 8.x with EMC CloudBoost 2.1 Integration Guide

 Common Cloud Portal Tasks

Table 6 How events are prioritized in Events History (continued)

5 (no icon) Information

Within each of these categories, the events are sorted by most recent first. Use the
controls at the bottom of the page to navigate to all the events, paged in groups of 30.

Getting Help inside the Cloud Portal

The EMC Cloud Portal provides a variety of help methods relevant for portal itself and also
for EMC products using the portal as a platform.
Whether you want to view product documentation, monitor or consult EMC product
community forums, consult the EMC Support Knowledge Base, find contact information
for EMC Support, or learn more details about your customer account, help is available
inside the Cloud Portal. To access help, select (Services Menu) > Help In the upper
right-most corner of any page in the portal.
The Help page displays these options.
Figure 11

The
Cloud Portal Help Page

Note

The help mode icons on the Help home page are repeated as menu options at the top of
every Help subpage. Each subpage also includes a (Search) feature that restricts
its queries according to the help mode selected.

Product
This drop-down selector lists all the EMC Cloud Portal plugins that you have purchased.
Selecting a product name filters the help resources to include items relevant to that
product only.
Community
This button links to the EMC product community page that matches the product filter you
have selected. The respective community pages, which are located outside the portal,
have a built-in Search function that queries community-specific topics only.

Getting Help inside the Cloud Portal 65

Common Cloud Portal Tasks

Knowledge Base
This button links to a Knowledge Base home page that lists trending and recently
updated Knowledge Base articles. These articles match the product filter that you select.
You can search the entire Knowledge Base using your own search term or you can use
one of the listed popular search terms.
Documentation
This button links to a Documentation home page that lists published guides and release
notes. The content titles on the page match the product filter that you select. If no
product is selected, a page listing all available documentation options is displayed.
Every documentation page is organized with left-hand navigation and nested topics, to
ease browsing.
Other features available on every documentation page include the following:
l Print Article: This button launches the browser's print dialog box, from which you can
print the currently displayed HTML page.
l Download Guide: This button downloads a PDF version of the entire publication.
l Rate Article: This button lets you vote on whether the content on the page was helpful
to you.
l Send Feedback: This button lets you leave feedback for the writer of the content.
Contact Us
This button links to the Contact Us page that lists telephone numbers for EMC Global
support centers and field offices. The page also provides a link to a list of in-country
support phone numbers and another link to the EMC Support home page.
Help Topics
This button links to more articles about using the Cloud Portal, troubleshooting
information, using EMC Support, and so on.
Account Details
This button links to information about your customer account, your account
administrator, and the products and services that your account is entitled to.

66 EMC NetWorker 8.x with EMC CloudBoost 2.1 Integration Guide

APPENDIX A
About this document

As part of an effort to improve its product lines, EMC periodically releases revisions of its
software and hardware. Therefore, some functions described in this document might not
be supported by all versions of the software or hardware currently in use. The product
release notes provide the most up-to-date information on product features.
Contact your EMC technical support professional if a product does not function properly
or does not function as described in this document.

Note

This document was accurate at publication time. Go to EMC Online Support at https://
support.emc.com to ensure that you are using the latest version of this document.

Purpose
This document describes the integration of NetWorker with CloudBoost.
Audience
This guide is part of the CloudBoost documentation set, and is intended for use by
system administrators who are responsible for setting up and maintaining backups on a
network. Operators who monitor daily backups will also find this guide useful.
Revision history
The following table presents the revision history of this document.

Table 7 Document revision history

Revision Date Description

01 October 11, 2016 Initial release of EMC Networker 8.x with CloudBoost 2.1
Integration Guide.

Related documentation
The following EMC publications provide information about CloudBoost.
l EMC CloudBoost Release Notes
Contains information about new features and changes, fixed problems, known
limitations, environment and system requirements for the latest release.
l EMC CloudBoost 100 Installation Guide
Guide for installing the physical CloudBoost 100 appliance, and initial configuration
at command line interface.
l EMC CloudBoost Disk Array Expansion Shelf Installation Guide
Guide for installing the disk array expansion shelf for use with the physical appliance.
l EMC CloudBoost Hardware Component Replacement Guide
Guide for customers replacing hardware components for the CloudBoost physical
appliance.
You may find these publications helpful when integrating CloudBoost with different
systems.

About this document 67

About this document

l EMC NetWorker with EMC CloudBoost Integration Guide

Guide for integrating EMC NetWorker with EMC CloudBoost.
l EMC NetWorker 8.x with EMC CloudBoost Integration Guide
Guide for integrating EMC NetWorker 8.x with EMC CloudBoost.
l EMC Avamar with EMC CloudBoost Integration Guide
Guide for integrating EMC Avamar with EMC CloudBoost.
l Veritas NetBackup with EMC CloudBoost Integration Guide
Guide for integrating Veritas NetBackup with EMC CloudBoost.
You may also find it helpful to refer to these NetWorker publications.
l EMC NetWorker Administration Guide
Describes how to configure and maintain the NetWorker software.
l EMC NetWorker Installation Guide
Provides information about how to install, uninstall, and update the NetWorker
software for clients, storage nodes, and serves on all supported operating systems.
Where to get support
Go to EMC Online Support at https://support.emc.com/ and click Service Center. You will
see several options for contacting EMC Technical Support. To open a service request, you
must have a valid support agreement. Contact your EMC sales representative for details
about obtaining a valid support agreement or with questions about your account.
How to provide feedback
Your suggestions will help us continue to improve the accuracy, organization, and overall
quality of the user publications. Send your opinions of this document to mailto:
[email protected].
Please include the following information.
l Product name and version
l Document name, part number, and revision (for example, 01)
l Page numbers
l Topic titles
l Other details to help address documentation issues

68 EMC NetWorker 8.x with EMC CloudBoost 2.1 Integration Guide