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Novell Dynamic File Services:
             ®

Intelligent Tiering in Microsoft Active Directory Environments
Jim Nicolet
    Novell Distinguished Engineer
    jim@novell.com


    Richard Keil
    Novell Software Developer
    rkeil@novell.com


    Brett Garrett
    Novell Software Developer
    bgarrett@novell.com

2   © Novell, Inc. All rights reserved.
Novell Dynamic File Services
                            ®




    •   Dynamic File Services provides
         –   Tiering or relocation of unstructured files via network
             “shares on Microsoft Windows Servers
         –   Seamless end-user experience created with a merged
             view of files through Microsoft Windows network shares
         –   Simple easy to use management console
              >   Pair and Policy creation
              >   Pair and Policy management
              >   Reports (Policy execution history and Pair inventory history)

         –   Command line tools
              >   Configuration and management automation

3   © Novell, Inc. All rights reserved.
Novell Dynamic File Services
                            ®




    •   Value of Seamless Transparent Tiered Storage

         –   Reduce back-up window


         –   Efficient use of expensive storage


         –   Migration without end user impact


         –   No agents on desktop



4   © Novell, Inc. All rights reserved.
Dynamic File Services Pair

         The primary location contains frequently
                                                               The secondary location contains static or less
         used and volatile files, so it is backed up
                                                               important files, so it is backed up less often
         Incrementally and weekly.

                     C:primary                                        F:secondary


                                   music                                        music

                                          song-2.wav                                  song-1.mp3

                                              classical                               song-3.mp3

                                                  song-4.wav                              classical

                                   documents
                                                                                              song-5.mp3

                                   project-A                                                  song-6.mp3


                                   project-B


5   © Novell, Inc. All rights reserved.
Dynamic File Services Merged View
                                                                              users



                                                                                 server1primary
                                                                                      Primary on
                C:primary                         F:secondary                       server1.example.com

                          music                          music                               music
                             song-2.wav                   song-1.mp3                          song-1.mp3

                                    classical             song-3.mp3                          song-2.wav

                                      song-4.wav                  classical                   song-3.mp3

                          documents
                                                                   song-5.mp3                        classical
                          project-A                                song-6.mp3                           song-4.wav
                                                                                                      song-5.mp3
                          project-B
                                                                                                      song-6.mp3
                                                                                           documents

                                                                                            project-A

                                                                                            project-B
6   © Novell, Inc. All rights reserved.
Installation and Setup

    •   Supported Platforms
         –   Server
              >   Windows* Server* 2003/2008
                    »   Windows Clustering supported

         –   Management Client
              >   Windows XP/Vista/7
              >   Windows Server 2003/2008

    •   Required Software Components
         –   Microsoft* .NET 3.5 Service Pack 1
         –   NTFS file system
         –   Microsoft Network Sharing
    •   Workgroup or Domain mode
7   © Novell, Inc. All rights reserved.
Demo Install and Setup
Dynamic File Services Architecture

                                                  Windows
      Management                                  Dynamic                                           End User
       Console                                    Storage                                          Merged View
                                                   Server




                                          HTTPS                 Microsoft Networking Share




                                                                Dynamic     Controller GUI Tools
                                                                  File
                   Management Command
                                                                Services   Certificate     Firewall
                    Console   Line Interface
                                                                Windows
                                                                Service      Repair         Port

                    Microsoft .NET Framework                      Microsoft .NET Framework

                                                                           File Protocol
                                                      Primary          Mini Filter Driver             Secondary
                                                      Storage                                          Storage
                                                                           File System




9   © Novell, Inc. All rights reserved.
Dynamic File Services

     •   Components
          –   Client Management Console
               >   Windows based console that runs on the server or a workstation. It connects
                   to the service, allowing pairs and policies to be created and managed
          –   Client Command Line Application
               >   Text interface that allows scripting of all Dsw commands instead of using
                   the console
          –    Service (Windows Service)
               >   Server service that executes policies
          –    Mini Filter Driver
               >   Windows File System filter driver, managed by the Dynamic File Service
                   service that provides a merged view of the primary and secondary volumes
                   that can be advertised via a network share


10   © Novell, Inc. All rights reserved.
Dynamic File Services

     •   Components (continued)
          –   Repair Utility
               >   Utility that allows an administrator to repair the policy and pair
                   databases in the unlikely event of corruption
          –   Service Controller Application (Windows Notification area)
               >   Service management interface
          –   Sync Check Utility
               >   Small utility that allows an administrator to check the primary and
                   secondary paths for file consistency
          –   Configuration Dump Utility
               >   Diagnostic utility that provides a text file dump of the entire NDFS
                   system configuration



11   © Novell, Inc. All rights reserved.
Client Management Console

     •   Defines Pairs
     •   Defines Policies
     •   Associates Pairs with Policies
     •   Previews Policies
     •   Provides file movement and other statistics
     •   Permits immediate running of policies on a pair
     •   Allows for the inclusion and exclusion of folders
     •   Management sessions run via HTTPS
12   © Novell, Inc. All rights reserved.
Demo Management Console
Client Command Line Application

     •   Used to perform similar operations as the
         Management Console from a command line

     •   Allows for command scripting (local and remote)

     •   Encrypted to protect data on the wire



     Example:

     dswcli.exe -servername="192.168.1.1" -username="Administrator" -password="novell" -pair


14   © Novell, Inc. All rights reserved.
Demo Command Line Interface
Windows Service

     •   Dynamic File Service
          –   Maintains the databases that describe the pair and policies

          –   Performs that file movement according to the policies




16   © Novell, Inc. All rights reserved.
Windows Mini Filter Driver

     •   Kernel-level mini filter driver

     •   Provides a merged view of files from primary and
         secondary paths viewed via the network share.

     •   Keeps file and folder attributes and security
         rights consistent




17   © Novell, Inc. All rights reserved.
Service Controller App
     (Windows Notification Area)

     •   Component: DswServiceController.exe
          –   Access Client Management Console
          –   Start or stop the Novell Dynamic File Service (NDFS)
                                           ®




          –   Repair utility
          –   Firewall access
          –   Service port access
          –   Certificate configuration




18   © Novell, Inc. All rights reserved.
Repair Utility

     •   Component: dswrepair.exe
          –   Check Pair and policy databases for consistency

          –   Reports information about pairs and policies

          –   Fixes problems with the pair and policy databases
              when possible




19   © Novell, Inc. All rights reserved.
Firewall Access

     •   Enable or disable an exception in the firewall.
          –   Modifying firewall setting causes service to be restarted




20   © Novell, Inc. All rights reserved.
Service Port Access

     •   Default port is 8999 (HTTPS/TCP)
     •   Allows port to be changed.
          –   Modifying port causes service to be restarted.




21   © Novell, Inc. All rights reserved.
Certificate Configuration

     •   Create a new self-signed Certificate
          –   Naming = <hostname>DswSelfSignedSSLCertificate
          –   SHA1 RSA (2048)
     •   Use certificate provided by the customer
          –   Private key is needed with this certificate
          –   Must be stored as (local computer) certificate and needs to
              be placed in the Windows personal certificate store
          –   NDFS was tested with Verisign and used a .P12 file format




22   © Novell, Inc. All rights reserved.
Demo Service Controller
Sync Check Utility

     •   Component: dswsyncpair.exe
          –   Stop Service prior to running Sync Check Utility
          –   Command line tool to check for duplicate files in the source
              and destination folders
          –   Reports inconsistencies between folders that reside on
              both the source and destination (ACLs and Attributes)
          –   Reports can be saved as a CSV and/or XML File

     Examples:
     dswsyncpair -pair="DemoPair" -folders -files -xml="XmlReport" -csv="CsvReport“
     dswsyncpair -pair="DemoPair" -folders -xml="myXmlReport"




24   © Novell, Inc. All rights reserved.
Configuration Dump Utility

     •   Component: Dswdump.exe
          –   Component file list, configuration, log files, policies, pairs

     Example:
              C:Program FilesDynamic Storage>DswDump.exe
              ... starting
              ... output file = Config.txt
              ... Configuration Information
              ... Pairs Information
              ... Policies Information
              ... Audit Information
              ... finished
25   © Novell, Inc. All rights reserved.
Demo Dynamic File Service Utilities
Tips and Troubleshooting


                    Log File and
                                           Merged View
                       Event
                                             Issues
                      Viewing




                            Policy
                                             Auditing
                            Issues


27   © Novell, Inc. All rights reserved.
Log File and Event Viewing

     •   Microsoft Event Viewer
          –   Application log
     •   NDFS Core log and configuration files
          –   DswMcpCore.log
          –   dswMcpCore.config.xml
     •   NDFS Enforcer log and configuration files
          –   DswEnforcer.log
          –   DswEnforcer.config.xml




28   © Novell, Inc. All rights reserved.
Merged View Issues

     •   Merged view is not showing expected list of files
          –   Check that the pair still exists

          –   Check to see that files exist in either primary or secondary

          –   Start and stop the Dynamic File Service

          –   Check that the filter driver is loaded.
               >   DswDump.exe will display filter driver information if it is loaded

          –   Check the event log for Dynamic File Services events

          –   Make sure the file system is NTFS for the primary
              and secondary

29   © Novell, Inc. All rights reserved.
Policy Issues

     •   Policy is not working correctly.         –   Check for conflicting policies
                                                      scheduled for same time.
          –   Verify that the policy
              is scheduled.                       –   Check the policy execution
                                                      history for files-failed-to-move
          –   Check the policy last run time          errors.
              on the pair statistics page.        –   Check that the dynamic file
          –   Verify that the policy is               service is running.
              associated with a pair or pairs.    –   Check the audit log for
                                                      policy execution.
          –   Verify that the policy frequency
              is correct.                         –   Make sure the file system is
                                                      NTFS for the primary
          –   Verify the policy filter options.       and secondary.




30   © Novell, Inc. All rights reserved.
Auditing

     •   Audit log and configuration files
          –   DswAuditLog.xml

          –   DswAuditCfg.xml

     •   Typical auditing events
          –   When did this policy or pair get created?

          –   When did this policy run?

          –   Who created and ran this policy?

          –   etc...


31   © Novell, Inc. All rights reserved.
Futures

     •   Remote storage on network shares (secondary)

     •   Cloud storage

     •   Policy filters using file patterns

     •   Move specific files and folders

     •   Sign up for beta at http://www.novell.com/beta




32   © Novell, Inc. All rights reserved.
Question and Answer
Unpublished Work of Novell, Inc. All Rights Reserved.
This work is an unpublished work and contains confidential, proprietary, and trade secret information of Novell, Inc.
Access to this work is restricted to Novell employees who have a need to know to perform tasks within the scope
of their assignments. No part of this work may be practiced, performed, copied, distributed, revised, modified,
translated, abridged, condensed, expanded, collected, or adapted without the prior written consent of Novell, Inc.
Any use or exploitation of this work without authorization could subject the perpetrator to criminal and civil liability.


General Disclaimer
This document is not to be construed as a promise by any participating company to develop, deliver, or market a
product. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in
making purchasing decisions. Novell, Inc. makes no representations or warranties with respect to the contents
of this document, and specifically disclaims any express or implied warranties of merchantability or fitness for any
particular purpose. The development, release, and timing of features or functionality described for Novell products
remains at the sole discretion of Novell. Further, Novell, Inc. reserves the right to revise this document and to
make changes to its content, at any time, without obligation to notify any person or entity of such revisions or
changes. All Novell marks referenced in this presentation are trademarks or registered trademarks of Novell, Inc.
in the United States and other countries. All third-party trademarks are the property of their respective owners.

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Novell Dynamic File Services: Intelligent Tiering in Microsoft Active Directory Environments

  • 1. Novell Dynamic File Services: ® Intelligent Tiering in Microsoft Active Directory Environments
  • 2. Jim Nicolet Novell Distinguished Engineer jim@novell.com Richard Keil Novell Software Developer rkeil@novell.com Brett Garrett Novell Software Developer bgarrett@novell.com 2 © Novell, Inc. All rights reserved.
  • 3. Novell Dynamic File Services ® • Dynamic File Services provides – Tiering or relocation of unstructured files via network “shares on Microsoft Windows Servers – Seamless end-user experience created with a merged view of files through Microsoft Windows network shares – Simple easy to use management console > Pair and Policy creation > Pair and Policy management > Reports (Policy execution history and Pair inventory history) – Command line tools > Configuration and management automation 3 © Novell, Inc. All rights reserved.
  • 4. Novell Dynamic File Services ® • Value of Seamless Transparent Tiered Storage – Reduce back-up window – Efficient use of expensive storage – Migration without end user impact – No agents on desktop 4 © Novell, Inc. All rights reserved.
  • 5. Dynamic File Services Pair The primary location contains frequently The secondary location contains static or less used and volatile files, so it is backed up important files, so it is backed up less often Incrementally and weekly. C:primary F:secondary music music song-2.wav song-1.mp3 classical song-3.mp3 song-4.wav classical documents song-5.mp3 project-A song-6.mp3 project-B 5 © Novell, Inc. All rights reserved.
  • 6. Dynamic File Services Merged View users server1primary Primary on C:primary F:secondary server1.example.com music music music song-2.wav song-1.mp3 song-1.mp3 classical song-3.mp3 song-2.wav song-4.wav classical song-3.mp3 documents song-5.mp3 classical project-A song-6.mp3 song-4.wav song-5.mp3 project-B song-6.mp3 documents project-A project-B 6 © Novell, Inc. All rights reserved.
  • 7. Installation and Setup • Supported Platforms – Server > Windows* Server* 2003/2008 » Windows Clustering supported – Management Client > Windows XP/Vista/7 > Windows Server 2003/2008 • Required Software Components – Microsoft* .NET 3.5 Service Pack 1 – NTFS file system – Microsoft Network Sharing • Workgroup or Domain mode 7 © Novell, Inc. All rights reserved.
  • 9. Dynamic File Services Architecture Windows Management Dynamic End User Console Storage Merged View Server HTTPS Microsoft Networking Share Dynamic Controller GUI Tools File Management Command Services Certificate Firewall Console Line Interface Windows Service Repair Port Microsoft .NET Framework Microsoft .NET Framework File Protocol Primary Mini Filter Driver Secondary Storage Storage File System 9 © Novell, Inc. All rights reserved.
  • 10. Dynamic File Services • Components – Client Management Console > Windows based console that runs on the server or a workstation. It connects to the service, allowing pairs and policies to be created and managed – Client Command Line Application > Text interface that allows scripting of all Dsw commands instead of using the console – Service (Windows Service) > Server service that executes policies – Mini Filter Driver > Windows File System filter driver, managed by the Dynamic File Service service that provides a merged view of the primary and secondary volumes that can be advertised via a network share 10 © Novell, Inc. All rights reserved.
  • 11. Dynamic File Services • Components (continued) – Repair Utility > Utility that allows an administrator to repair the policy and pair databases in the unlikely event of corruption – Service Controller Application (Windows Notification area) > Service management interface – Sync Check Utility > Small utility that allows an administrator to check the primary and secondary paths for file consistency – Configuration Dump Utility > Diagnostic utility that provides a text file dump of the entire NDFS system configuration 11 © Novell, Inc. All rights reserved.
  • 12. Client Management Console • Defines Pairs • Defines Policies • Associates Pairs with Policies • Previews Policies • Provides file movement and other statistics • Permits immediate running of policies on a pair • Allows for the inclusion and exclusion of folders • Management sessions run via HTTPS 12 © Novell, Inc. All rights reserved.
  • 14. Client Command Line Application • Used to perform similar operations as the Management Console from a command line • Allows for command scripting (local and remote) • Encrypted to protect data on the wire Example: dswcli.exe -servername="192.168.1.1" -username="Administrator" -password="novell" -pair 14 © Novell, Inc. All rights reserved.
  • 15. Demo Command Line Interface
  • 16. Windows Service • Dynamic File Service – Maintains the databases that describe the pair and policies – Performs that file movement according to the policies 16 © Novell, Inc. All rights reserved.
  • 17. Windows Mini Filter Driver • Kernel-level mini filter driver • Provides a merged view of files from primary and secondary paths viewed via the network share. • Keeps file and folder attributes and security rights consistent 17 © Novell, Inc. All rights reserved.
  • 18. Service Controller App (Windows Notification Area) • Component: DswServiceController.exe – Access Client Management Console – Start or stop the Novell Dynamic File Service (NDFS) ® – Repair utility – Firewall access – Service port access – Certificate configuration 18 © Novell, Inc. All rights reserved.
  • 19. Repair Utility • Component: dswrepair.exe – Check Pair and policy databases for consistency – Reports information about pairs and policies – Fixes problems with the pair and policy databases when possible 19 © Novell, Inc. All rights reserved.
  • 20. Firewall Access • Enable or disable an exception in the firewall. – Modifying firewall setting causes service to be restarted 20 © Novell, Inc. All rights reserved.
  • 21. Service Port Access • Default port is 8999 (HTTPS/TCP) • Allows port to be changed. – Modifying port causes service to be restarted. 21 © Novell, Inc. All rights reserved.
  • 22. Certificate Configuration • Create a new self-signed Certificate – Naming = <hostname>DswSelfSignedSSLCertificate – SHA1 RSA (2048) • Use certificate provided by the customer – Private key is needed with this certificate – Must be stored as (local computer) certificate and needs to be placed in the Windows personal certificate store – NDFS was tested with Verisign and used a .P12 file format 22 © Novell, Inc. All rights reserved.
  • 24. Sync Check Utility • Component: dswsyncpair.exe – Stop Service prior to running Sync Check Utility – Command line tool to check for duplicate files in the source and destination folders – Reports inconsistencies between folders that reside on both the source and destination (ACLs and Attributes) – Reports can be saved as a CSV and/or XML File Examples: dswsyncpair -pair="DemoPair" -folders -files -xml="XmlReport" -csv="CsvReport“ dswsyncpair -pair="DemoPair" -folders -xml="myXmlReport" 24 © Novell, Inc. All rights reserved.
  • 25. Configuration Dump Utility • Component: Dswdump.exe – Component file list, configuration, log files, policies, pairs Example: C:Program FilesDynamic Storage>DswDump.exe ... starting ... output file = Config.txt ... Configuration Information ... Pairs Information ... Policies Information ... Audit Information ... finished 25 © Novell, Inc. All rights reserved.
  • 26. Demo Dynamic File Service Utilities
  • 27. Tips and Troubleshooting Log File and Merged View Event Issues Viewing Policy Auditing Issues 27 © Novell, Inc. All rights reserved.
  • 28. Log File and Event Viewing • Microsoft Event Viewer – Application log • NDFS Core log and configuration files – DswMcpCore.log – dswMcpCore.config.xml • NDFS Enforcer log and configuration files – DswEnforcer.log – DswEnforcer.config.xml 28 © Novell, Inc. All rights reserved.
  • 29. Merged View Issues • Merged view is not showing expected list of files – Check that the pair still exists – Check to see that files exist in either primary or secondary – Start and stop the Dynamic File Service – Check that the filter driver is loaded. > DswDump.exe will display filter driver information if it is loaded – Check the event log for Dynamic File Services events – Make sure the file system is NTFS for the primary and secondary 29 © Novell, Inc. All rights reserved.
  • 30. Policy Issues • Policy is not working correctly. – Check for conflicting policies scheduled for same time. – Verify that the policy is scheduled. – Check the policy execution history for files-failed-to-move – Check the policy last run time errors. on the pair statistics page. – Check that the dynamic file – Verify that the policy is service is running. associated with a pair or pairs. – Check the audit log for policy execution. – Verify that the policy frequency is correct. – Make sure the file system is NTFS for the primary – Verify the policy filter options. and secondary. 30 © Novell, Inc. All rights reserved.
  • 31. Auditing • Audit log and configuration files – DswAuditLog.xml – DswAuditCfg.xml • Typical auditing events – When did this policy or pair get created? – When did this policy run? – Who created and ran this policy? – etc... 31 © Novell, Inc. All rights reserved.
  • 32. Futures • Remote storage on network shares (secondary) • Cloud storage • Policy filters using file patterns • Move specific files and folders • Sign up for beta at http://www.novell.com/beta 32 © Novell, Inc. All rights reserved.
  • 34.
  • 35. Unpublished Work of Novell, Inc. All Rights Reserved. This work is an unpublished work and contains confidential, proprietary, and trade secret information of Novell, Inc. Access to this work is restricted to Novell employees who have a need to know to perform tasks within the scope of their assignments. No part of this work may be practiced, performed, copied, distributed, revised, modified, translated, abridged, condensed, expanded, collected, or adapted without the prior written consent of Novell, Inc. Any use or exploitation of this work without authorization could subject the perpetrator to criminal and civil liability. General Disclaimer This document is not to be construed as a promise by any participating company to develop, deliver, or market a product. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. Novell, Inc. makes no representations or warranties with respect to the contents of this document, and specifically disclaims any express or implied warranties of merchantability or fitness for any particular purpose. The development, release, and timing of features or functionality described for Novell products remains at the sole discretion of Novell. Further, Novell, Inc. reserves the right to revise this document and to make changes to its content, at any time, without obligation to notify any person or entity of such revisions or changes. All Novell marks referenced in this presentation are trademarks or registered trademarks of Novell, Inc. in the United States and other countries. All third-party trademarks are the property of their respective owners.