1. Novell ® Storage Manager for eDirectory Doug Ouzts Technical Trainer douzts@condreycorp.com

2. © Novell, Inc. All rights reserved. 2 Agenda Novell Storage Manager for eDirectory Overview Technical Components Installation Requirements Interactive Lab Exercises

3. Novell Storage Manager for eDirectory Overview and Technical Requirements

4. © Novell, Inc. All rights reserved. 4 File Systems Identity-Driven Data Management Identity Novell eDirectory Microsoft Active Directory Identity-driven and Policy-based File Management Provisioning De-provisioning Role-based management Provisioning De-provisioning Lifecycle File Storage Management Automate manual processes Business alignment based on policies Storage Hardware Platforms Storage Area Networks Windows Server 2008 Windows Server 2003 Open Enterprise Server (Linux) & NetWare Novell Storage Manager Event Policy

5. © Novell, Inc. All rights reserved. 5 Provision Role-Based Data Manage Renames Create User Set / Manage File Rights Lifecycle Management Based on Identity and Policy Vault Files Deferred Delete Delete Immediate Inactive User Policy Automate Transfers & Moves Delete User HR NSM Global Reports and File Reporter Integration Reports Manage Quota Provision Storage Manage Environment Attribute

6. © Novell, Inc. All rights reserved. 6 NSM Policy-Driven Automation Acme San Francisco Boston Server65 BOS-PolicySFO-Policy Server21Server37 Provisioning/Placement Load-Balancing Restructuring Migration De-Provisioning/Vaulting VaultServer Renaming Server4 Tiering

7. © Novell, Inc. All rights reserved. 7 Novell Storage Manager Policy Architecture Policy Associations Personal Storage Management Rules Collaborative Storage Management Rules

8. © Novell, Inc. All rights reserved. 8 Global Statistics Reports Orphaned Home Directory Candidates

9. © Novell, Inc. All rights reserved. 9 Getting Existing Storage Managed Consistency Check Report

10. © Novell, Inc. All rights reserved. 10 Getting Existing Storage Managed Consistency Check Report

11. © Novell, Inc. All rights reserved. 11 Create Policy and Bring Storage into Compliance

12. © Novell, Inc. All rights reserved. 12 Enforce Policy Path – Migrate Storage

13. © Novell, Inc. All rights reserved. 13 Identity-Driven Data Migrations Enforce Policy Path Option BSmith RJones KJackson RCroom DWyatt BSmith RCroom DWyatt RJones KJackson Netware Storage Policy CORP LA SAC SF OES Linux OESNW\VOL1:\USERS OESLINUX\VOL1:\USERS

14. © Novell, Inc. All rights reserved. 14 Identity-Driven Data Migrations Enforce Policy Path Option BSmith RJones KJackson RCroom DWyatt BSmith RCroom DWyatt RJones KJackson Netware Storage Policy CORP LA SAC SF OES Linux OESNW\VOL1:\USERS OESLINUX\VOL1:\USERS

15. © Novell, Inc. All rights reserved. 15 RJones KJackson BSmith RCroom DWyatt Seamless Migration of Users Data to OES Linux with No Downtime Migrate Data Netware You Are Moving … Storage Policy BSmith RJones KJackson RCroom DWyatt CORP LA SAC SF OES Linux Identity-Driven Data Migrations Enforce Policy Path Option OESNW\VOL1:\USERS OESLINUX\VOL1:\USERS Admin issues the “Enforce Policy Path” option, which will move data.

16. © Novell, Inc. All rights reserved. 16 Policy Path Redistribution Add one or more target paths to existing NSM Policy Distribute data to new paths based on distribution type Allows you to quickly free up disk space on existing volumes by re- distributing data to new target paths.

17. © Novell, Inc. All rights reserved. 17 Final Report – 100% Compliance

18. © Novell, Inc. All rights reserved. 18 Quota Manager Help Desk Interface

19. © Novell, Inc. All rights reserved. 19 Quota Manager Help Desk Interface

20. © Novell, Inc. All rights reserved. 20 Trustee Analysis Reports

21. © Novell, Inc. All rights reserved. 21 File Type Analysis Reports

22. © Novell, Inc. All rights reserved. 22 File Grooming Rules

23. © Novell, Inc. All rights reserved. 23 Vault on Delete Rules

24. © Novell, Inc. All rights reserved. 24 Moving to a Managed State Based on Identity and Policy

25. Managing Collaborative Storage

26. © Novell, Inc. All rights reserved. 26 Get Existing Group Storage Managed

27. © Novell, Inc. All rights reserved. 27 Container-Based Collaborative Storage

28. © Novell, Inc. All rights reserved. 28 Provision shared storage and assign rights based on Group Owner and Membership Novell Storage Manager automatically provisions storage & assigns file system rights for the Project Manager and Team Members Quota Rights Project Manager Team Members Rights Quota

29. © Novell, Inc. All rights reserved. 29 Instructor Students Provision class storage and assign rights based on Group Owner and Membership Novell Storage Manager automatically provisions storage & assigns file system rights for Instructors and Students Rights Quota

30. © Novell, Inc. All rights reserved. 30 Vault on Delete Rules

31. © Novell, Inc. All rights reserved. 31 Migrate Collaborative Storage

32. © Novell, Inc. All rights reserved. 32 Backfill Multiple Groups

33. Auxiliary Storage Expanding the Scope of User Storage

34. © Novell, Inc. All rights reserved. 34 Expanding the Scope of Managed User Storage

35. © Novell, Inc. All rights reserved. 35 Auxiliary Storage Policy Examples Application folder managed by IT department HR folder created for each employee Student Records Folder (Portfolio) Terminal Services profile folder for each employee

36. © Novell, Inc. All rights reserved. 36 AppData-AUX OESLX-2 IT Dept NSM Policy Linking Linking Auxiliary Policies to a primary policy allows lifecycle management of multiple pieces of storage per object. Acme San Francisco Atlanta ATL-Home AT-NW1 HR-AUX OESLX-1 VaultServer HR Dept Bob

37. Technical Components and Requirements

38. © Novell, Inc. All rights reserved. 38 Novell Storage Manager Components NSM Agent Storage Policies NSM Engine Delegated Work NSM Event Monitor Directory Services Collaborative Storage Policies User Storage Policies Auxiliary Storage Policies Block Policies Server to Server File Copies Vaulting of Home Folders File Template Copies Provision Home Folder Assign Rights Rename Home Folder Set / Update Profile Attribute Clean Up Home Folder Provision Collaborative Storage Delegate Work to Agent Create User Move User Rename User Create Group Add and Remove Member from Group Delete User

39. © Novell, Inc. All rights reserved. 39 NSM Engine Server Component Example ATL LON NSM Event M - DA M - HQ M - ATL M - LON NSM Event RW- DA RW - HQ RW - ATL RW- LON VOL1:\Users VOL1:\Collaborative VOL1:\Users VOL1:\Collaborative DA LON OES2LX1-HQ OES2LX2-HQ OES2LX-ATL NW65-ATLOES2LX-LON HQ ATL VOL1:\Users HQ Proxy Agent NSM Database Policies

40. © Novell, Inc. All rights reserved. 40 Novell Storage Manager Create User Event ATL LON VOL1:\Users VOL1:\Collaborative VOL1:\Users VOL1:\Collaborative DA LON HQ ATL VOL1:\Users VOL1:\Collaborative NSM Engine NSM Event M - DA M - HQ M - ATL M - LON NSM Event RW- DA RW - HQ RW - ATL RW- LON OES2LX1-HQ OES2LX2-HQ HQ NSM Database Policies Lon Users OES2LX-ATL NW65-ATL OES2LX-LON Proxy Agent

41. © Novell, Inc. All rights reserved. 41 DA LON HQ ATL Novell Storage Manager Create User Event LON OES2LX-LON VOL1:\Users VOL1:\Collaborative Agent NSM Engine NSM Event M - DA M - HQ M - ATL M - LON NSM Event RW- DA RW - HQ RW - ATL RW- LON OES2LX1-HQ OES2LX2-HQ HQ NSM Database Policies Lon Users ATL VOL1:\Users VOL1:\Collaborative VOL1:\Users VOL1:\Collaborative OES2LX-ATL NW65-ATL Proxy Agent

42. © Novell, Inc. All rights reserved. 42 Novell Storage Manager Create User Event DA LON HQ ATL LON VOL1:\Users VOL1:\Collaborative Agent NSM Engine NSM Event M - DA M - HQ M - ATL M - LON NSM Event RW- DA RW - HQ RW - ATL RW- LON OES2LX1-HQ OES2LX2-HQ HQ NSM Database Policies Lon Users ATL VOL1:\Users VOL1:\Collaborative VOL1:\Users VOL1:\Collaborative OES2LX-ATL NW65-ATL Proxy Agent OES2LX-LON

43. © Novell, Inc. All rights reserved. 43 DA LON HQ ATL LON \BSMITH Novell Storage Manager Create User Event VOL1:\Users VOL1:\Collaborative Agent NSM Engine NSM Event M - DA M - HQ M - ATL M - LON NSM Event RW- DA RW - HQ RW - ATL RW- LON OES2LX1-HQ OES2LX2-HQ HQ NSM Database Policies Lon Users ATL VOL1:\Users VOL1:\Collaborative VOL1:\Users VOL1:\Collaborative OES2LX-ATL NW65-ATL Proxy Agent OES2LX-LON

44. © Novell, Inc. All rights reserved. 44 Novell Storage Manager Move User Event ATL LON DA LON HQ ATL Source OES2LX-LON OES2LX-ATLNW65-ATL VOL1:\Users VOL1:\Collaborative VOL1:\Users VOL1:\Collaborative \BSMITH Target NSM Engine NSM Event M - DA M - HQ M - ATL M - LON NSM Event RW- DA RW - HQ RW - ATL RW- LON OES2LX1-HQ OES2LX2-HQ HQ NSM Database Policies Lon Users

45. © Novell, Inc. All rights reserved. 45 DA LON HQ ATL Novell Storage Manager Move User Event ATL LON VOL1:\Users VOL1:\Collaborative Target NSM Engine NSM Event M - DA M - HQ M - ATL M - LON NSM Event RW- DA RW - HQ RW - ATL RW- LON OES2LX1-HQ OES2LX2-HQ HQ NSM Database Policies Lon Users ATL Source OES2LX-LON OES2LX-ATL VOL1:\Users VOL1:\Collaborative \BSMITH NW65-ATL

46. © Novell, Inc. All rights reserved. 46 Novell Storage Manager Move User Event DA LON HQ ATL LON VOL1:\Users VOL1:\Collaborative \BSMITH Target NSM Engine NSM Event M - DA M - HQ M - ATL M - LON NSM Event RW- DA RW - HQ RW - ATL RW- LON OES2LX1-HQ OES2LX2-HQ HQ NSM Database Policies Lon Users ATL Source OES2LX-LON OES2LX-ATL VOL1:\Users VOL1:\Collaborative \BSMITH NW65-ATL

47. © Novell, Inc. All rights reserved. 47 Novell Storage Manager Move User Event DA LON HQ ATL Delegate Work to Agent LON VOL1:\Users VOL1:\Collaborative Target \BSMITH NSM Engine NSM Event M - DA M - HQ M - ATL M - LON NSM Event RW- DA RW - HQ RW - ATL RW- LON OES2LX1-HQ OES2LX2-HQ HQ NSM Database Policies Lon Users ATL Source OES2LX-LON OES2LX-ATL VOL1:\Users VOL1:\Collaborative \BSMITH NW65-ATL

48. © Novell, Inc. All rights reserved. 48 Novell Storage Manager Move User Event DA LON HQ ATL LON VOL1:\Users VOL1:\Collaborative \BSMITH Target NSM Engine NSM Event M - DA M - HQ M - ATL M - LON NSM Event RW- DA RW - HQ RW - ATL RW- LON OES2LX1-HQ OES2LX2-HQ HQ NSM Database Policies Lon Users ATL Source OES2LX-LON OES2LX-ATL VOL1:\Users VOL1:\Collaborative \BSMITH NW65-ATL

49. © Novell, Inc. All rights reserved. 49 Novell Storage Manager Move User Event DA LON HQ ATL LON VOL1:\Users VOL1:\Collaborative \BSMITH Status Target NSM Engine NSM Event M - DA M - HQ M - ATL M - LON NSM Event RW- DA RW - HQ RW - ATL RW- LON OES2LX1-HQ OES2LX2-HQ HQ NSM Database Policies Lon Users ATL Source OES2LX-LON OES2LX-ATL VOL1:\Users VOL1:\Collaborative NW65-ATL

50. © Novell, Inc. All rights reserved. 50 Novell Storage Manager Move User Event with Proxy Agent DA LON HQ ATL LON VOL1:\Users VOL1:\Collaborative NSM Engine NSM Event M - DA M - HQ M - ATL M - LON NSM Event RW- DA RW - HQ RW - ATL RW- LON OES2LX1-HQ OES2LX2-HQ HQ NSM Database Policies ATL Users Source OES2LX-LON OES2LX-ATL \BSMITH ATL NW65-ATL VOL1:\Users VOL1:\Collaborative Proxy Target

51. © Novell, Inc. All rights reserved. 51 DA LON HQ ATL LON VOL1:\Users VOL1:\Collaborative NSM Engine NSM Event M - DA M - HQ M - ATL M - LON NSM Event RW- DA RW - HQ RW - ATL RW- LON OES2LX1-HQ OES2LX2-HQ HQ NSM Database Policies ATL Users OES2LX-LON \BSMITH OES2LX-ATL Source ATL Novell Storage Manager Move User Event with Proxy Agent NW65-ATL VOL1:\Users VOL1:\Collaborative Proxy Target

52. © Novell, Inc. All rights reserved. 52 DA LON HQ ATL LON VOL1:\Users VOL1:\Collaborative NSM Engine NSM Event M - DA M - HQ M - ATL M - LON NSM Event RW- DA RW - HQ RW - ATL RW- LON OES2LX1-HQ OES2LX2-HQ HQ NSM Database Policies ATL Users OES2LX-LON \BSMITH OES2LX-ATL Source ATL Novell Storage Manager Move User Event with Proxy Agent NW65-ATL VOL1:\Users VOL1:\Collaborative Proxy Target

53. © Novell, Inc. All rights reserved. 53 DA LON HQ ATL Delegate Work to Target Agent LON VOL1:\Users VOL1:\Collaborative NSM Engine NSM Event M - DA M - HQ M - ATL M - LON NSM Event RW- DA RW - HQ RW - ATL RW- LON OES2LX1-HQ OES2LX2-HQ HQ NSM Database Policies ATL Users OES2LX-LON \BSMITH OES2LX-ATL Source ATL Novell Storage Manager Move User Event with Proxy Agent NW65-ATL VOL1:\Users VOL1:\Collaborative Proxy Target

54. © Novell, Inc. All rights reserved. 54 DA LON HQ ATL LON VOL1:\Users VOL1:\Collaborative NSM Engine NSM Event M - DA M - HQ M - ATL M - LON NSM Event RW- DA RW - HQ RW - ATL RW- LON OES2LX1-HQ OES2LX2-HQ HQ NSM Database Policies Lon Users OES2LX-LON ATL OES2LX-ATLNW65-ATL VOL1:\Users VOL1:\Collaborative Proxy Target Source \BSMITH Novell Storage Manager Move User Event with Proxy Agent

55. © Novell, Inc. All rights reserved. 55 DA LON HQ ATL LON VOL1:\Users VOL1:\Collaborative NSM Engine NSM Event M - DA M - HQ M - ATL M - LON NSM Event RW- DA RW - HQ RW - ATL RW- LON OES2LX1-HQ OES2LX2-HQ HQ NSM Database Policies Lon Users OES2LX-LON OES2LX-ATLNW65-ATL VOL1:\Users VOL1:\Collaborative Proxy ATL Target Source Novell Storage Manager Move User Event with Proxy Agent \BSMITH

56. © Novell, Inc. All rights reserved. 56 DA LON HQ ATL LON VOL1:\Users VOL1:\Collaborative NSM Engine NSM Event M - DA M - HQ M - ATL M - LON NSM Event RW- DA RW - HQ RW - ATL RW- LON OES2LX1-HQ OES2LX2-HQ HQ NSM Database Policies Lon Users OES2LX-LON OES2LX-ATLNW65-ATL VOL1:\Users VOL1:\Collaborative ATL Target Source \BSMITH Proxy Novell Storage Manager Move User Event with Proxy Agent

57. © Novell, Inc. All rights reserved. 57 DA LON HQ ATL LON VOL1:\Users VOL1:\Collaborative Status NSM Engine NSM Event M - DA M - HQ M - ATL M - LON NSM Event RW- DA RW - HQ RW - ATL RW- LON OES2LX1-HQ OES2LX2-HQ HQ NSM Database Policies Lon Users OES2LX-LON OES2LX-ATLNW65-ATL VOL1:\Users VOL1:\Collaborative Proxy ATL Target Source \BSMITH Novell Storage Manager Move User Event with Proxy Agent

58. © Novell, Inc. All rights reserved. 58 NSM 3.0 Engine Requirements NSM 3.0 Engine OES 2 SP2a or later with an x86 or x64 processor eDirectory 8.7.3.9 or later or eDirectory 8.8 SP2 or later OES 2 Linux

59. © Novell, Inc. All rights reserved. 59 NSM 3.0 Event Monitoring Requirements NSM 3.0 Event Monitor OES Linux Linux OES 2 SP2a or later with an x86 or x64 processor SUSE ® Linux Enterprise Server 10 SP2 or later with an x86 or x64 processor (currently does not support SUSE Linux Enterprise Server 11)

60. © Novell, Inc. All rights reserved. 60 NSM 3.0 Agent Requirements NW – NSS / Traditional OES NW – NSS / Traditional OES 2 – NSS OES 2 – EXT3 OES 2 - Reiser NSM 3.0 Agent OES Linux Server Requirements Managed Storage OES 2 SP2a or later with an x86 or x64 processor

61. © Novell, Inc. All rights reserved. 61 NSMAdmin Requirements.NET 3.5 Framework Windows XP SP3 or Windows 2007 Windows Server 2003 SP2 or later Windows Server 2008 SP1 or later NSM 3.0 Management Interface 61

62. © Novell, Inc. All rights reserved. 62 Schema Extensions 62 Optional during installation Schema Not Extended (Limited functionality) Creates user object for NSMProxy account Password policy considerations Home directory management only Option when performing assessments and evaluating Run Anomaly reports, trustee reports, consistency checks Schema Extended (Full functionality) Creates non-user object for NSMProxy account Required for managing collaborative and auxiliary storage

63. © Novell, Inc. All rights reserved. 63 Schema Extension Update 63 To update the schema later, you need to: 1. Create a text file named upgrade.dat in the NSM engine config folder on the OES 2 Linux server (/etc/opt/novell/storagemanager/engine/config) 2. Restart the NSM Engine service. This will place engine in setup mode 3. Launch NSMAdmin (Will start in Setup Wizard mode) 4. When prompted, select the option to extend the schema and complete the Wizard configuration Note: This is a temporary process until a standalone schema update utility is developed for the eDirectory version

64. NSM 2.5 to NSM 3.0 Migration

65. © Novell, Inc. All rights reserved. 65 Upgrades and Product Availability NSM 2.5.1 for eDirectory will continue to be available for the foreseeable future for customers that require a NetWare Engine Some bugs reported against 2.5 are only fixed in 3.0 on both eDir and Active Directory releases Upgrade/Migration is supported from 2.5 only 2.0 customers will need to upgrade the Engine to 2.5

66. © Novell, Inc. All rights reserved. 66 NetWare Server NSM 2.5 Engine OES 2 Server NSM 3.0 Engine eDirectory Policy NSM 3.0 Migration Utility Metadata Catalog NSM 3.0 Install Wizard ExportImport eDirectory Migration/Upgrade Process Moving to 3.0 is really a migration…not an upgrade OS Change: NW  OES 2 Catalog Change: Flat files  Database Policy storage change: DS  Database Migration tool provided to help customers transition Catalog

67. © Novell, Inc. All rights reserved. 67 NSM 2.5 to 3.0 Migration Steps NSM 2.5 to 3.0 Migration 1.Clean up and clear all pending events except the deferred ones 2.Shutdown 2.5 Engine and backup current NSM 2.5 Engine files 3.Restart the NSM 2.5 Engine on the Netware server 4.Install NSMAdmin 3.0 on workstation (select option to not launch application) 5.Run the NSM Migration Wizard to export policies and deferred pending events 6.Shutdown NSM 2.5 engine and event monitor(s) 7.Install the NSM 3.0 Engine service on the OES 2 SP2 server 8.Launch NSMAdmin 3.0 and complete the steps to configure the 3.0 engine and import the policies and deferred events. When prompted for NSMProxy user, change to NSM3Proxy. 9.Using NSMAdmin, check the policies and verify the deferred events 10.Perform Manage operations to catalog all policy based storage (user, collaborative, and auxiliary) 11.Update Quota Managers setting on policies (required for contextless login) 12.Install the NSM 3.0 Event service on server(s) & upgrade Agents to version 3.0 13.Test policies

68. Interactive Lab Exercises

70. Click to edit the outline text format Second Outline Level Third Outline Level Fourth Outline Level Fifth Outline Level Sixth Outline Level Seventh Outline Level Eighth Outline Level Ninth Outline Level 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.