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Table of Contents

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  1. Determine the following:

    1. What subnet Platform manages

    2. Which network interface on the server is connected to that subnet

  2. Use the following Linux command to find the interface name:

    Code Block
    languagebash
    ifconfig
  3. Document any IP addresses not to be leased by Platform (reserved range).
    For example, for HSRP ranges: x.x.x.1-x.x.x.3 or x.x.x.252-x.x.x.254

  4. Determine the number of nodes (chassis) anticipated for this cluster and select a subnet range for their IP addresses (dynamic range).
    For example, for a cluster of 10 chassis, the subnet range might may be: x.x.x.240 - x.x.x.249

  5. Download the latest bundle from the Downloads section on the DataCore Support Portal: Swarm-VERSION-DATE.zip

  6. Transfer the Swarm components (ZIP files) to the Platform server:

    • Platform Server (non-OVA install) — caringo-platform-VERSION.zip

    • Service Proxy (To host the Swarm Storage UI if Content Gateway is not available) — serviceproxy-VERSION.zip

    • Swarm Storage — storage-VERSION.zip

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If you are installing the Platform server under these conditions, verify offline (-o) flag is added when installing the software or running reinit.sh. (v10.0). When installing via the OVA and running the re_init.sh script, while reason #1 above does not apply, the offline (-o) flag will configure configures the Platform server to operate without Internet connectivity for reason #2 and #3 above.

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Info

Best practice for NTP

Disable Time Synchronization in VMware, which can interfere with booting and cause Swarm Storage to boot loop or fail. If the host and VM drift too far out of sync, the server will is not be reliable enough for Swarm usage.

For best results, configure an external NTP source (other than the Platform server) and have both Platform and the storage nodes access that NTP source. Platform includes a script that allows it to provide NAT services for the subnet.

  1. Import the OVA file into your ESXi/vSphere environment. During the import process, add any network interfaces and configure as necessary.

    Info
    titlePrivate subnet

    To support a private subnet for Storage and Elasticsearch nodes, the Platform server needs both public and private network interfaces (like the dual-network CSN).

    Important: With nodes on a private subnet, you must complete Deploying a Proxy to provide access to the health report server and other network resources, such as replication feed targets, NTP servers, and DNS. Without an interface into that private network, the Swarm UI cannot be accessed by an external browser.

  2. Once the OVA is imported and booted for the first time, configure the networking as necessary within the OS. You can ssh into the Platform server using the following username/password: caringoadmin/caringo

  3. Once the networking configuration completes and validates, run the following command where STORAGE_NIC_IP is the static IP of the NIC connected to the storage network:

    Code Block
    languagebash
    sudo /opt/reinit.sh -i STORAGE_NIC_IP 
    Info
    titleOffline mode

    If the server cannot access the Internet, use Offline mode by adding the -o flag when running reinit.sh.

    Info
    titleImportant

    If you enter the wrong IP address in the above command, the bootstrap command will be caught waiting and not return. See "Bootstrap Command Hangs" in Legacy Platform Troubleshooting.

  4. When the reinit.sh script has finished, reboot the Platform Server.

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  1. Unless you are installing in offline mode, verify that there is at least 300 MB space available to run the bootstrap command, which will download downloads updates from the Internet.

  2. Once you have the interface name, you can list all of the available CIDR (Classless Inter-Domain Routing, or supernetting) network addresses:

    Code Block
    languagebash
    platform list subnets --all
  3. Run the bootstrap command for the Swarm Platform environment, which includes preparing Swarm Storage for deployment to managed nodes. 

    Code Block
    languagebash
    platform bootstrap -i PATH_TO_STORAGE_ZIP -v VERSION
     -t DHCP_SUBNET -a STARTING_IP_RANGE -z ENDING_IP_RANGE
    • Path — The Swarm Storage ZIP file for this command is located in the \Storage folder within the Swarm-VERSION-DATE.zip download. The filename has this form: storage-VERSION-x86_64.zip. You may change the version of Swarm Storage at any point after the bootstrap completes.

    • Version — Version of Swarm Storage, in the form #.#.#.

    • DHCP Subnet — The DHCP subnet CIDR calculated above. The platform list subnets command provides the proper format:

      Example

      Code Block
      languagebash
      $ platform list subnets --all
      Subnet: 10.1.1.0/24
      Subnet: 172.17.0.0/16
      Subnet: 192.168.68.0/24

      If the storage subnet is 192.168.68.x, then use 192.168.68.0/24

    • Dynamic Range — Use the dynamic range IPs you found in step 4 of the Installation Checklist, above.

      Info
      titleCaution

      The Dynamic Range specified in the bootstrap command must contain at least 10 IP addresses and also cover less than 25% of the total address space for the subnet. Taking up more than 25% of the addresses could result in too few IP addresses to boot Storage chassis. You can use a --force flag to force use of a range that violates these rules, but do so with caution.

      Info
      titleCaution

      The DHCP range is necessarily contiguous based on the STARTING_IP_RANGE and ENDING_IP_RANGE. The IP ranges allocated for Storage nodes can be non-contiguous by reserving IPs with the "platform add iprange" command as shown below.   Be careful not to define a DHCP range that includes your Platform server's Swarm-managed network interface.

  4. If you have other IP addresses on the same network that will not be managed by Swarm Platform, create a reserved IP range so that their IP addresses cannot be allocated for Storage nodes:

    Code Block
    languagebash
    platform add iprange -a STARTING_IP_RESERVED -z ENDING_IP_RESERVED 

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