COMPAQ Software Product Description ___________________________________________________________________ PRODUCT NAME: Compaq Hierarchical Storage Management for OpenVMS Ver- sion 3.1A SPD 46.38.15 PRODUCT DESCRIPTION Compaq Hierarchical Storage Management (HSM) for OpenVMS is a layered software product that extends the OpenVMS file system to allow effi- cient management of infrequently accessed (dormant) data. HSM migrates dormant data from online storage to less expensive nearline or offline (shelf) storage. The movement of dormant data to shelf storage is called shelving. The shelved data can be automatically and transparently re- turned to online storage when needed. HSM will also save valuable backup time, since the shelved data is already located on secure, removable media. The Product is Year 2000 Ready Year 2000 Ready is defined: "Year 2000 Ready" products are defined by Compaq as products capable of accurately processing, providing, and /or receiving date data from, into and between the twentieth and the twenty-first centuries, and the years 1999 and 2000, including leap year calculations, when used in accordance with the associated Com- paq product documentation and provided that all hardware, firmware and software used in combination with such Compaq products properly ex- change accurate date data with the Compaq products. For additional information visit Compaq's Products Year 2000 Ready web site located at: http://www.compaq.com/year2000/ JANUARY 2001 AE-PWNTR-TE Compaq Hierarchical Storage Management for OpenVMS VerSPDn43.1A.15 HSM for OpenVMS Operation HSM operates in Basic or Plus Mode. Basic mode uses its own media man- ager and supports a limited number of device types. Plus mode allows the use of advanced storage devices. If used for remote tape devices, Plus Mode requires the Remote Device Facility[TM] (RDF) software. See the OPTIONAL SOFTWARE section for details. New and frequently accessed files remain online while older and less active files are automatically, or manually, shelved in accordance with user-defined policies. The directory information and file headers for shelved files are maintained on online storage devices while the data itself is on the shelf device. When access is needed to the shelved data, HSM automatically returns it to online storage. The file attributes may be viewed and modified without bringing the data back online. Control over the execution of the shelving process is either explicit or implicit. Explicit shelving is a process that has been started in response to a DCL command. The command can be issued directly to the OpenVMS Operating System or executed in an OpenVMS command procedure. Implicit shelving is a process that has been started by HSM in response to a trigger event or policy. The transparent management of HSM is set through HSM policies which: o Specify which files are or are not to be shelved o Set a high water mark on the online storage to automatically trig- ger shelving of dormant data o Set a low water mark as a space recovered goal when your files are shelved o Specify which processes should cause automatic unshelving HSM policies use predefined selection algorithms or scripts contain- ing HSM-specific commands to shelve or unshelve files in response to trigger events. Trigger events are situations that, when set by an HSM policy, cause HSM to move files to shelf storage. Examples of specific trigger events are listed below: o Volume occupancy full 2 Compaq Hierarchical Storage Management for OpenVMS VerSPDn43.1A.15 o Disk quota exceeded o High water mark reached o Scheduled policy execution Trigger events, used in conjunction with appropriately designed se- lection criteria, free up enough online disk space to satisfy the pol- icy goal. The selection criteria include definitions that determine the appro- priate files to be shelved in response to the need for shelving. Ex- amples of selection criteria include: o Least recently used and size combination o Least recently used o According to a user-defined script HSM for OpenVMS supports file access to shelved files on client sys- tems where access is through DFS, NFS, or PATHWORKS. HARDWARE REQUIREMENTS HSM for OpenVMS runs on the VAX and Alpha processors supported by Open- VMS. For a detailed list of VAX processors supported by OpenVMS, see the OpenVMS VAX Operating System Software Product Description (SPD 25.01.xx). For a detailed list of Alpha processors supported by OpenVMS, see the OpenVMS Alpha Operating System Software Product Description (SPD 41.87.xx). Devices Supported: o Supported tape devices, including Digital Linear Tape (DLT) load- ers, and large tape libraries, such as the TL893 and TL894, as spec- ified in the device support tables. o Remote Tapes Remote tapes are supported through the use of the RDF utility in Plus mode only. See the OPTIONAL SOFTWARE section for details Device Restrictions: 3 Compaq Hierarchical Storage Management for OpenVMS VerSPDn43.1A.15 HSM does not provide shelving support for the following: o Read-only devices such as CD-ROMs, or any disk that is software locked or write-protected o Any device that is not flagged as a disk device in OpenVMS system calls A minimum system configuration to run HSM for OpenVMS includes: o 16 MB memory o One or more CD-ROM drives in the VMScluster o One or more disk drives supported by OpenVMS ___________________________________________________________________ Table_1:__Disk_Space_Requirements_(Block_Cluster_Size_=_1)_________ Blocks Item_________Needed__Description___________________________________ Install 28,000 Temporary blocks for installation Kit HSM Soft- 16,000* Permanent blocks for software ware Catalog 100,000 Catalog grows at the average rate of 1.25 blocks for each file copy shelved. Compaq recommends that 100,000 blocks be set aside _____________________initially_for_each_catalog____________________ *Note: 9K blocks reside on the system disk; remainder optionally on another device These counts refer to the disk space required on the system disk. The sizes are approximate; actual sizes may vary depending on the user's system environment, configuration, and software options. 4 Compaq Hierarchical Storage Management for OpenVMS VerSPDn43.1A.15 RESTRICTION: Support of Fibre Channel connected tape loaders and li- braries will be provided by OpenVMS version 7.3. There is already a known restriction for HSM users. HSM support of FC connected tape is limited to either a single system, or a single cluster. Conflicts in the allocation of drives or robots may occur in multiple system or mul- tiple cluster environments with access to the same library. SOFTWARE REQUIREMENTS o HSM V3.1a is supported on the OpenVMS Alpha V6.2, V7.1, V7.2, and V7.2-1, and OpenVMS VAX Operating System V6.2, V7.1, and V7.2. HSM V3.1A does not support ODS5 disk volumes. o HSM Basic Mode does not require any software other than HSM and the OpenVMS Operating System. o HSM Plus Mode requires a media manager. If HSM is used with Stor- age Library System, SLS, then HSM will use the SLS media manager, MDMS V2.9D, which comes with SLS. If HSM is used with Archive Backup System, ABS, then HSM will use the ABS media manager which comes with ABS, MDMS V3.1A. If HSM Plus Mode is not used with either SLS or ABS, then we recommend HSM use the ABS media manager, MDMS V3.1A. An MDMS license is not required for use with HSM. An SLS or ABS li- cense is required only if SLS or ABS is to be used. Warning: The MULTITHREAD parameter for OpenVMS Alpha V7.0 must remain set to 0 for HSM to work properly. This restriction does not apply to OpenVMS Alpha V7.1. OPTIONAL SOFTWARE o SLS Version 2.9D or newer, or ABS V3.1A or newer, can be used in conjunction with HSM for an integrated Backup and HSM environment. SLS or ABS contains the media management software (MDMS). 5 Compaq Hierarchical Storage Management for OpenVMS VerSPDn43.1A.15 o Remote access to tape devices in Plus Mode requires the Remote De- vice Facility[TM] (RDF). RDF requires a license. RDF is available on the Consolidated Software CD-ROM. A license for RDF is avail- able via: - Purchase of Storage Library System (SLS) - Purchase of Archive Backup System (ABS) - Purchase of an RDF license directly from Touch Technologies, Inc. License Management Facility Support This layered product supports the OpenVMS License Management Facil- ity. For more information on the OpenVMS License Management Facility, re- fer to the OpenVMS Operating System Software Product Description or the License Management Facility manual of the OpenVMS Operating Sys- tem documentation set. CLUSTER ENVIRONMENT This layered product is fully supported when installed on any valid and licensed VMScluster configuration without restrictions. The HARD- WARE REQUIREMENTS section details any special hardware required by this product. The VMScluster Software Product Description (SPD 29.78.xx) describes VMScluster configurations and includes CI, Ethernet, and Mixed Inter- connect configurations. OpenVMS Tailoring For OpenVMS systems, the following classes are required for full func- tionality of this layered product: OpenVMS Required Saveset Programming Support Utilities 6 Compaq Hierarchical Storage Management for OpenVMS VerSPDn43.1A.15 System Programming Support Secure User's Environment Network Support For more information on OpenVMS classes and tailoring, refer to the OpenVMS Alpha and VAX Operating System Software Product Description (SPD 25.01.xx). DEVICE SUPPORT The following libraries and loaders have been tested and qualified by Storage Management Software Engineering. However, Storage Management Software Engineering does not test each of the devices with every pos- sible combination of controllers and host systems. Because the HSM prod- uct and the Media Robot Utility (MRU) run in common environments, these combinations are tested first with MRU. Upon successful completion of the MRU tests, HSM is then tested in representative configurations. Note that MRU is not a prerequisite for HSM. Therefore, to determine if your specific configuration is supported, follow these steps: 1. If you have a tape drive that is not software-defined as a juke- box (is not a library or a loader device), reference the OpenVMS Software Product Description (SPD 25.01.xx) to determine if your tape drive is supported for your platform and controller/adapter combination. 2. If your device is software-defined as a jukebox (it is a library or loader device), first check the following list to determine if it is supported by the media manager. If the device is supported, see the following instructions: a. Check the OpenVMS Software Product Description (SPD 25.01.xx) to make sure the tape drive(s) in your library/loader are sup- ported for your platform and controller/adapter combination. b. Check the MRU Software Product Description (SPD 64.44.xx) to make sure your library/loader is supported by MRU for your specific controller/adapter combination. 7 Compaq Hierarchical Storage Management for OpenVMS VerSPDn43.1A.15 3. Assuming your device is correctly connected and configured, it is fully supported by the common media manager and its clients. If you have devices that are not shown on the list, they may still be supported. COMPAQ continually tests its software on additional devices that may have been released since the last publication of this SPD. If you have a question about a particular device, contact COMPAQ cus- tomer support. TLZ6L TLZ7L TLZ9L TKZ6x TL810 TL812 TL820 TL822 TL826 TL890 TL891 TL892 TL893 TL894 TL895 TL896 TL857 TZ867 TZ875 TZ875n TZ877 TZ877n TZ885 TZ887 ESL9326D TSL10000 STK ACS [1] ___________________________________________________________________ [1]Requires an optional DCSC license (SPD 33.59.xx). GROWTH CONSIDERATIONS The minimum hardware and software requirements for any future version of this product may be different from the requirements for the cur- rent version. 8 Compaq Hierarchical Storage Management for OpenVMS VerSPDn43.1A.15 DISTRIBUTION MEDIA HSM, SLS, and ABS are available as part of the OpenVMS Consolidated Software Distribution on CD-ROM. SOFTWARE LICENSING HSM for OpenVMS is licensed according to the amount of online stor- age customers may free up through shelving files. One base license, which includes 20 GB of storage capacity, is required for each VMSclus- ter or a single system in a non-cluster environment. Base licenses are available for all-VAX clusters, all-Alpha clusters, and mixed archi- tecture clusters. The base licenses are included in the 140GB, 280GB, 500GB, 1000GB, and unlimited capacity packages. Additional storage capacity is licensed by purchasing one or more ca- pacity licenses. Users who want to have virtually unlimited storage capacity, with respect to current system capabilities, can purchase the unlimited capacity license. Note: In order to purchase concurrent upgrade licenses, users must show proof that they previously purchased at least the same number of con- current licenses. This software is furnished under the licensing provisions of Compaq Computer Corporation's standard terms and conditions. For more infor- mation about Compaq's licensing terms and policies, contact your lo- cal Compaq office. ORDERING INFORMATION Base Licenses: VAX only Cluster QL-0NXA9-AA VAX license update ser- QT-0NXA9-L9 vice Alpha only Cluster QL-3J1A9-AA 9 Compaq Hierarchical Storage Management for OpenVMS VerSPDn43.1A.15 Alpha license update QT-3J1A9-L9 service Mixed Cluster QP-03PAA-01 Concurrent Use Capacity Licenses: 20 GB QL-2AWAA-3B 140 GB* QP-03TAA-01 280 GB* QP-03TAA-02 500GB* QP-03TAA-04 1000GB* QP-03TAA-03 Unlimited capacity* QP-03TAA-05 OpenVMS Software Media: VAX Software Products QA-VWJ8A-A8 CD-ROM VAX On-Line Documentation QA-VYR8A-G8 CD-ROM VAX Media and Documenta- QA-YL48A-H8 tion CD-ROM Alpha Software Products QA-4KL8A-A8 CD-ROM Alpha On-Line Documenta- QA-4KM8A-G8 tion CD-ROM Alpha Media and Documen- QA-03XAA-H8 tation CD-ROM Hard Copy Documentation Kit HSM Documentation Kit QA-0NXAA-GZ OpenVMS Software One Year Subscription Services VAX Software Media CD-ROM QT-VWJ8A-C8 10 Compaq Hierarchical Storage Management for OpenVMS VerSPDn43.1A.15 VAX On-Line Documentation QT-VYR8A-C8 CD-ROM VAX Media and Documenta- QT-YL48A-C8 tion CD-ROM Alpha Software Media QT-4KL8A-C8 CD-ROM Alpha On-Line Documenta- QT-4KM8A-C8 tion CD-ROM Alpha Media and Documen- QT-03XAA-C8 tation CD-ROM * This capacity license includes the HSM base licenses. Note: The HSM documentation in the Hard Copy Documentation kit (QA-0NXAA- GZ) consists of: HSM Installation Guide HSM Guide to Operations HSM Command Reference Guide HSM Software Product Description HSM Cover Letter The first three HSM documents are also available in the on-line doc- umentation CD-ROM. MDMS information is incorporated with the HSM doc- umentation set. SOFTWARE PRODUCT SERVICES In addition to the media services listed above, a software license up- date service is also available from Compaq. For more information, con- tact your local Compaq office. 11 Compaq Hierarchical Storage Management for OpenVMS VerSPDn43.1A.15 SOFTWARE WARRANTY This software is provided by Compaq with a 90 day conformance warranty in accordance with the Compaq warranty terms applicable to the license purchase. The above information is valid at time of release. Please contact your local Compaq office for the most up-to-date information. [R] Motif is a registered trademark of Open Software Foundation, Inc. [TM] The DIGITAL Logo, Alpha, AXP, CI, Digital, MicroVAX, OpenVMS, TK, VAX, VMScluster, VAXft, VAXserver, and VAXstation are trademarks of Digital Equipment Corporation. [TM] Remote Device Facility (RDF) is a trademark of Touch Technolo- gies, Inc. © 2001 Compaq Computer Corporation. All rights reserved. 12