DIGITAL Software Product Description ___________________________________________________________________ PRODUCT NAME: Hierarchical Storage Management for OpenVMS Version 2.2 SPD 46.38.10 PRODUCT DESCRIPTION Hierarchical Storage Management (HSM) for OpenVMS is a layered soft- ware product that extends the OpenVMS file system to allow efficient management of infrequently accessed (dormant) data. HSM migrates dor- mant 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. New features of HSM V2.2 for OpenVMS include: o Improved catalog and tape repack performance o Enhancements to SMU LOCATE and other commands o A cancel qualifier to stop the Repack operation o Support for new tape devices Recent features of HSM for OpenVMS include: o Tape Repacking o Backup via Shelving o Multiple Catalog Support o The ability to move data between archive classes o Shelving performance enhancements October 1997 AE-PWNTL-TE o Catalog analysis and repair support 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 2 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 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). 3 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 RW500 series optical libraries The optical libraries are supported in the same manner as disks. Both disks and optical libraries can serve as volatile (staging) or non- volatile (shelving) HSM caches. OSMS is required when using Optical Libraries. See the OPTIONAL SOFT- WARE section for details. 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: 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 4 ___________________________________________________________________ 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. Digital 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. SOFTWARE REQUIREMENTS o HSM V2.2 is supported on the Alpha and VAX OpenVMS Operating Sys- tem V6.1 through V7.1. o HSM Basic Mode does not require any software other than HSM and the OpenVMS Operating System. o HSM Plus Mode requires MDMS V2.5B or newer software, or SLS V2.5B or newer software. However, you should use the latest version of MDMS or SLS (V2.9A) to take advantage of the latest enhancements and device support. An MDMS license is not required for use with HSM. An SLS license is required only if SLS is to be used indepen- dently of HSM. 5 o With the release of HSM V2.2, the Save Set Manager software is no longer a requirement for using the HSM Repack function. 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 OSMS (Optical Storage Management Software) V3.4 or newer is required for use with RW500-series optical libraries. OSMS is described in Software Product Description #47.46. o SLS Version 2.5B or newer can be used in conjunction with HSM for an integrated Backup and HSM environment. SLS contains the media management software (MDMS) and is described in Software Product De- scription #29.67. o Remote access to tape devices in Plus Mode requires the Remote De- vice Facility[TM] (RDF). RDF is available through: - MDMS on the Consolidated Software CD-ROM - Purchase of SLS Version 2.5B or newer - 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. 6 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 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). 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. DISTRIBUTION MEDIA HSM, SLS, and MDMS are available as part of the OpenVMS Consolidated Software Distribution on CD-ROM. 7 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 Digital Equipment Corporation's standard terms and conditions. For more in- formation about Digital's licensing terms and policies, contact your local Digital 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 Alpha license update QT-3J1A9-L9 service Mixed Cluster QP-03PAA-01 8 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 VAX On-Line Documentation QT-VYR8A-C8 CD-ROM VAX Media and Documenta- QT-YL48A-C8 tion CD-ROM 9 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 found in the Hard Copy Documentation kit (QA-0NXAA-GZ) consists of: HSM Installation and Configuration 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 Digital. For more information, con- tact your local Digital office. SOFTWARE WARRANTY Warranty for this software product is provided by Digital with the pur- chase of a license for the product as defined in the Software Warranty Addendum of this SPD. The above information is valid at time of release. Please contact your local Digital office for the most up-to-date information. 10 [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. ©1997 Digital Equipment Corporation. All rights reserved. DEVICE SUPPORT TABLES HSM supports the nearline and offline devices listed in Tables 2 and 4 with the specified adapter/controller. Items marked with an B are only supported in HSM Basic mode, X are supported in both HSM Basic and HSM Plus modes. Items marked with a P are supported only in HSM Plus Mode. Support for any particular device and adapter/controller configuration is subject to the controller and operating system SPDs. Table 5 describes the adapters/controllers and any device restrictions. The tables identify devices by Digital-known identifiers. If you use third-party products that contain Digital drives, those drives are shown in the tables under the Digital name. If you have devices not shown on the list, contact your local Digi- tal Customer Support Center. Digital continually tests its software on additional devices that may not have been added to this list. Note: The StorageTek 9360 Wolfcreek Silo is supported in HSM Plus Mode when access from VAX and Alpha machines is configured according to the manufacturer's directions. Digital Cartridge Server Component (DCSC) software (SPD 33.59) is required for use of this silo. 11 ___________________________________________________________________ Table_2:_SCSI_Devices_Supported____________________________________ Adapter /Controller- SCSI HSCnn >___________InternalKZQSA___K.SCSI_HSJnn___HSDnn___________________ Devices TLZ04 X X TLZ06 X X X X X TLZ07 X X X X TLZ10 B TSZ05 X X TSZ07 X X X X X TZ30/50 X X TZ85 X X TZ86/87 X X X X X /87N TZ88 X X X X X TZ89 X X X X X TKZ60 X X X X X TZS20_______B______________________________________________________ ___________________________________________________________________ Table_3:_Automated_Tape_Jukeboxes_and_Loaders_Supported____________ Adapter /Controller- SCSI HSCnn >___________InternalKZQSA___HS10n__K.SCSI__HSJnn__HSDnn____________ Robotics TLZ6L X X X X X TLZ7L X X TLZ9L X X 12 ___________________________________________________________________ Adapter /Controller- SCSI HSCnn >___________InternalKZQSA___HS10n__K.SCSI__HSJnn__HSDnn____________ TKZ6x X X TL810/812 X X X X TL820 X X X X X TL822/826 X X X X TL891 X X X X TL893/894 X X X X /896 TZ857 X X TZ867 X X X X X TZ875/875N X X X X X TZ877/877N X X X X X TZ885/887___X_______X______________________X_______________________ ___________________________________________________________________ Table_4:_DSA_Devices_Supported_____________________________________ Adapter HSCnn /Controller- DSSI Q- >___________Internal________KFQSA__KFMSA___KFMSB__K.SI____BUS____KDM70 Devices TA77/78 X X /79 TA80/81 X X X /81+ TA85/86 X X TA90/E X X TA91/92 X X 13 ___________________________________________________________________ Adapter HSCnn /Controller- DSSI Q- >___________Internal________KFQSA__KFMSA___KFMSB__K.SI____BUS____KDM70 TF70 X TF85/86 X X X X TK50/70 X Robotics TA857/867 X TF857/867 X X X STK ACS P 4400 Optical_Devices RV20______________________________________________________P________ ___________________________________________________________________ Table_5:_Footnotes_to_Device_Tables________________________________ Item________Information____________________________________________ SCSI Native SCSI bus from VAX3100, VAX4000, Alpha 3000, and Internal Alpha 4000 series machines KZQSA QBUS-SCSI adapter (VAX) KZMSA XMI-SCSI adapter (Alpha) KZBSA BI-SCSI adapter HSCnn CRONIC 840 required for robotic control (nn=40, 60, (K.SCSI) 70, 90, 95) HSJnn nn=30, 40; HSOF Version 2.5 required for loader sup- port HSDnn nn=30, 40; HSOF Version 2.5 required for loader sup- port 14 ___________________________________________________________________ Item________Information____________________________________________ DSSI Native DSSI bus on VAX 4000 and Alpha 4000 class ma- Internal chines KFQSA QBUS-DSSI adapter KFMSA XMI-DSSI adapter (VAX) KFBSA BI-DSSI adapter (Alpha) KDM70 XMI-STI adapter TL82x Multi-Unit Single LUN (MUSL) libraries require MDMS V2.8A or newer TZ875/875N For HSJ and HSD controllers, requires TZ87 firmware version 40 or higher TZ877/877N For HSJ and HSD controllers, requires TZ87 firmware ____________version_40_or_higher___________________________________ 15