qlogic windows 09-19-07

8/3/2019 QLogic Windows 09-19-07

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EMC Corporation

Corporate Head qua rters:

Hop kinton, MA 01748-91031-508-435-1000www.EMC.com

EMC Fibre Channel and iSCSI with

QLogic Host Bus Adapters in the

Windows Environment

P/ N 300-001-164REV A15


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EMC Fibre Cha nne l and iSCSI with QLog ic Host Bus Ad a p ters in the Wind ow s Environm ent2

Copyr ight 20012007 EMC Corp oration. All righ ts reserved .

Published Septem ber, 2007

EMC believes the information in th is publication is accurate as of its publication date. The information issubject to change w ithout n otice.

THE INFORMATION IN THIS PUBLICATION IS PROVIDED "AS IS." EMC CORPORATION MAKES NOREPRESENTATIONS OR WARRAN TIES OF ANY KIND WITH RESPECT TO THE IN FORMATION IN THISPUBLICATION, AND SPECIFICALLY DISCLAIMS IMPLIED WARRANTIES OF MERCHANTABILITY ORFITNESS FOR A PARTICULAR PURPOSE.

Use, copying, and d istribution of any EMC software described in th is publication requ ires an app licablesoftware license.

For the most up -to-date listing of EMC prod uct nam es, see EMC Corpora tion Tradem arks on EMC.com.

All other trad emarks used herein are the p roperty of their respective owners.


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EMC Fibre Cha nne l and iSCSI with QLog ic Host Bus Ad ap ters in the Wind ow s Environm ent 3

Preface ........................................................................................................................... 11

Chapter 1 Installation and Configuration

How this guide works...................................................................... 16Downloading latest QLogic drivers/ firmw are/

BIOS files ..................................................................................... 16

Installing the HBA ............................................................................ 18

Special installation sequence for Stratus ftServers

and EMC CLARiiON arrays .................................................... 19

Matching the HBA with th e correct PCI slot ......................... 19

Bootin g from the external storage arr ay ........................................ 24

Create a floppy disk with the EMC-approveddriver and BIOS ......................................................................... 24

Install/ up grad e firmware an d boot BIOS from DO S........... 25

QLogic Fibre Chan nel H BA BIOS/ boot LUN settings ........ 26

Verifying arr ay/ LUN visibility for boot ................................ 50

Installing a RAMDISK under the EFI shell ............................ 50

Installing th e Window s operating system ..................................... 52

Installing HBA driver and softw are u tilities ................................ 60

Pre-installation guidelines........................................................ 60Driver in stallation / upgrad e .................................................... 61

Post-installation procedures..................................................... 67

Show SAN ................................................................................... 71

Verifying con nectivity to the storage ar ray ................................... 72

Installing additional N avisphere Host Agen t software .............. 75

Contents


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Contents

Chapter 2 Miscellaneous Planning and Procedures

Zoning an d connection p lanning in a fabric environm ent ......... 78Installing and configuring the QLogic QLA4010

iSCSI HBA (TOE) .............................................................................. 79

Using the QLogic iSCSI SAN sur fer app lication

to configu re iSCSI d evices ........................................................ 79

Configuring iSNS settin gs for QLA4010................................ 81

Booting from SAN with QLogic QLA40xx and

Microsoft Init iator ............................................................................ 87

Boot-from-SAN configu ration restrictions.................................... 90Benefits of boot ing from the storage array ............................ 90

Setting up external boot for IBM BladeCenter server

HS40 (8839) ........................................................................................ 91

Configuring an HS40 BladeCenter server to

boot from an external array ..................................................... 91

Blad e server restr ictions ........................................................... 92

Manually installing the HBA driver Advanced users.............. 93

Driver revision ........................................................................... 93Where to find the driver ........................................................... 94

Window s 2003 STORPor t updates .......................................... 94

Migrating Windows 2003 drivers from SCSI

to STOR ....................................................................................... 95

Installation procedure for Window s 2000 and

Win dow s 2003 hosts.................................................................. 96

Upd ating the H BA driver in a Windows 2000 or

Win dow s 2003 host ................................................................... 97Upgrad ing to Window s 2003 from Window s 2000.............. 98

Editing th e Wind ow s time-out value ..................................... 99

QLogic ad vanced utilities .............................................................. 100

Upd ating QLogic firmw are/ BIOS and app lying

NVRAM settings ...................................................................... 100

Updatin g while runn ing Wind ow s....................................... 100

Upd ating th e flash BIOS using SANsu rfer

FC HBA Manager .................................................................... 101

QLogic SANsurfer SANblad e Manager ............................... 103

Procedu re for replacing a QLogic HBA in Stratus

ftServers with ou t reboot ing .......................................................... 104

EMC CLARiiON storage ar rays ............................................ 104

EMC Symmetrix arrays w ith d evice masking enabled ...... 105

Special instru ctions for the EMC CLARiiON CX200 series...... 107

Set th e H BA FC-AL loop ID ................................................... 107

Direct-connect dual-host clustering configurations ........... 108


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5EMC Fibre Cha nne l and iSCSI with QLog ic Host Bus Ad ap ters in the Wind ow s Environm ent

Contents

Chapter 3 Troubleshooting

Opera ting system/ d river capabilities and limitations .............. 112LUN s .......................................................................................... 112

Volume sizes ............................................................................. 112

Extend ed error loggin g by QLogic d rivers.................................. 114

Understanding persistent binding ................................................ 115

Know n issues ................................................................................... 118

Problems an d solu tions .................................................................. 119

Problem 1................................................................................... 119

Problem 2................................................................................... 119Problem 3................................................................................... 119

Problem 4................................................................................... 120

Problem 5................................................................................... 120

Problem 6................................................................................... 120

Problem 7................................................................................... 121

Problem 8................................................................................... 121

Event cod es from the QLogic STORPort driver .......................... 122

Appendix A Third-Party Software

QLogic SAN surfer SAN blade Man ager ...................................... 124

SANsurfer version his tory ...................................................... 124


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Contents


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Title Page

1 Installation and configuration overview .................................................... 17

2 PCI slot types and voltage key locations .................................................... 20

3 HBA edge connecters ..................................................................................... 21

4 PCI Express slots ............................................................................................ 22

5 PCI Express slots aligned .............................................................................. 22

6 QLogic banner ................................................................................................ 27

7 Main Fast!UTIL options w indow ................................................................. 28

8 Configuration Settings w indow ................................................................... 28

9 Adapter Settings w indow ............................................................................. 29

10 Configu ration Settings window ................................................................... 29

11 Selectable Boot Settings wind ow ................................................................. 30

12 Select Fibre Channel Device w indow .......................................................... 31

13 Examp le of LUN 17 allocated to HBA ......................................................... 3214 Selectable Boot Settings wind ow ................................................................. 33

15 Warning d ialog ............................................................................................... 33

16 Fast!UTIL Op tions w indow .......................................................................... 34

17 Typical QLogic BIOS banner screen ............................................................ 34

18 Firmw are boot manager menu ..................................................................... 36

19 Device m apping table .................................................................................... 37

20 Reference to QLogic Fibre Channel driver ................................................. 38

21 QLogic d irectory ............................................................................................. 3922 Fibre Chan nel Card Efi u tility ...................................................................... 40

23 QLogic efiutil all upgrad e ............................................................................. 41

24 Utililty install .................................................................................................. 42

25 Data loaded onto HBA(s) installed in server ............................................. 43

26 QLogic HBA instances with specific firmw are version ............................ 44

27 QLogic Fibre Channel dr ivers ...................................................................... 44

28 Driver hand le num bers ................................................................................. 45

29 Fibre Channel driver configuration u tility ................................................. 4630 Edit ad apter settings ...................................................................................... 46

Figures


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Figures

31 Connection option .......................................................................................... 47

32 Example array p ort WWN and LUN values .............................................. 48

33 Op tions set ...................................................................................................... 49

34 Exam ple blkD as array p ort .......................................................................... 49

35 Window s Setup screen with F6 prom pt ..................................................... 53

36 Specifying a driver for your HBA ................................................................ 54

37 HBA selection screen ..................................................................................... 55

38 Wind ows setup screen .................................................................................. 56

39 Existing pa rtitions .......................................................................................... 57

40 SANsurfer dr iver installation type .............................................................. 61

41 SANsurfer Driver Install Wizard for Windows welcome ........................ 62

42 SAN surfer driver selection ........................................................................... 63

43 SANsu rfer installation w ith version nu mber ............................................ 64

44 SANsurfer Java agent service message ....................................................... 65

45 SANsu rfer driver installation comp leted successfully ............................. 66

46 SANsurfer d river installation comp lete ...................................................... 67

47 SAN surfer HBA install wizard .................................................................... 68

48 SANsurfer install w izard attach storage ..................................................... 6949 SANsurfer H BA installation diagnostics results ...................................... 70

50 Show SAN tree ............................................................................................... 71

51 SAN surfer icon ............................................................................................... 72

52 Connect to the h ost ........................................................................................ 73

53 SANsurfer, SANsurfer FC HBA manager .................................................. 74

54 SANsurfer iSCSI HBA Manager, connect to host ...................................... 80

55 SANsurfer iSCSI HBA Manager, HBA Options ........................................ 81

56 SANsurfer iSCSI HBA Manager, HBA Options, Firmware tab .............. 8257 Down load Firmware dialog box .................................................................. 83

58 SANsu rfer iSCSI HBA Manager, HBA Options, BIOS tab ....................... 83

59 SANsu rfer iSCSI HBA Manager, Target Settings tab ............................... 84

60 SANsurfer iSCSI HBA Manager, Target Sett ings, IP

Ad dress d ialog ................................................................................................ 84

61 Auth entication Configura tion, CHAP tab .................................................. 85

62 SANsu rfer iSCSI HBA Manager, Information tab .................................... 86

63 Utilities tabbed page .................................................................................... 10264 Reconfigu re the HBA jumper ..................................................................... 110

65 Original configuration before the reboot .................................................. 117

66 Host after the rebooted ................................................................................ 117


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Title Page

1 EMC-sup ported QLogic H BAs ......................................................................23

2 Pre-configured para meters ............................................................................35

3 Blade servers/ QLogic software sup port matrix .........................................92

Tables


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Tables


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Preface

As part of an effort to improve and enhance the performance and capabilities

of its product line, EMC from time to time releases revisions of its hardware

and software. Therefore, some functions described in this document may not

be supported by all revisions of the software or hardware currently in use.

For the most up-to-date in formation on product features, refer to your

product release notes.

Audience This guide is intend ed for custom ers who need to install anEMC-app roved QLogic host bus ad ap ter into a Window s 2000 or

Wind ows 2003 host environmen t or to configure the Window s host

for connection to an EMC storage array over Fibre Chann el.

Relateddocumentation

Related documents include:

EMC Host Connectivity Guide for Windows

EMC Navisphere Manager 5.X Administrators Guide

EMC Navisphere Manager 6.X Administrators Guide

EMC ControlCenter Navisphere Host Agent and CLI for Windows

2000 and N T Version 6.X Installation Guide

Storage-System Host Utilities for Windows 2000 and N T

Administrator's Guide

PowerPath for Windows Installation A nd A dministration Guide


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12 EMC Fibre Cha nne l and iSCSI with QLog ic Host Bus Ad a p ters in the Wind ow s Environm ent

Preface

Conventions used inthis guide

EMC uses the following conventions for notes, cau tions, and

warnings.

Note: A note p resents information that is important, but not hazard -related.

IMPORTANT!An important notice contains in formation essential to operation of

the sof tware.

CAUTION!A caution contains information essential to avoid data loss or

damage to the system or equipment. The caution may apply to

hardw are or sof tware.

Typographica l conventions

EMC uses the following typ e style conventions in th is document:

Normal Used in running (nonprocedural) text for:

Names of interface elements (such as names of windows,dialog boxes, buttons, fields, and menus)

Names of resources, attributes, pools, Boolean expressions,buttons, DQL statements, keywords, clauses, environmentvariables, filenames, functions, utilities

URLs, pathnames, filenames, directory names, computer

names, links, groups, service keys, file systems, notificationsBold Used in running (nonprocedural) text for:

Names of commands, daemons, options, programs,processes, services, applications, utilities, kernels,notifications, system call, man pages

Used in procedures for:

Names of interface elements (such as names of windows,dialog boxes, buttons, fields, and menus)

What user specifically selects, clicks, presses, or typesItalic Used in all text (including procedures) for:

Full titles of publications referenced in text

Emphasis (for example a new term)

Variables

Courier Used for:

System output, such as an error message or script

URLs, complete paths, filenames, prompts, and syntax whenshown outside of running text


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Preface

Where to get help EMC sup port, prod uct, and licensing information can be obtained asfollows.

Product information For docum entation, release notes, software

up da tes, or for information abou t EMC products, licensing, and

service, go to the EMC Powerlink w ebsite (registration requ ired) at:

http://Powerlink.EMC.com

Technical support For techn ical support , go to EMC Customer

Service on Powerlink. To open a service request th rough Powerlink,

you m ust have a valid sup port agreement. Please contact your EMCsales representative for deta ils about obtaining a valid sup port

agreement or to answer any qu estions about your account.

Your comments Your suggestions w ill help u s continue to im prove th e accuracy,organization, and overall quality of the u ser pu blications. Please send

your op inion of this guide to:

[email protected]

Courier bold Used for:

Specific user input (such as commands)

Courier italic Used in procedures for:

Variables on command line

User input variables

< > Angle brackets enclose parameter or variable values supplied bythe user

[ ] Square brackets enclose optional values

| Vertical bar indicates alternate selections - the bar means or

{ } Braces indicate content that you must specify (that is, x or y or z)

... Ellipses indicate nonessential information omitted from theexample
http://powerlink.emc.com/http://powerlink.emc.com/


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Preface


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Insta llation a nd Co nfiguration 15

1Invisible Body Tag

This chap ter describes the p rocedu res for installing an

EMC-approved QLogic host bus adapter (HBA) into a Window s 2000

or Wind ows 2003 host environmen t and configuring the Window s

host for connection to an EMC storage arr ay over Fibre Chann el.

Note: Review theEMC Support Matrix for the latest informa tion on app roved

HBAs and drivers.

How th is gu ide works ....................................................................... 16

Installing th e HBA ............................................................................. 18

Booting from the external storage ar ray ......................................... 24

Insta lling the Window s operating system ...................................... 52

Insta lling HBA driver and softw are utilities .................................. 60

Verifying connectivity to the storage ar ray .................................... 72

Installing ad ditional N avisphere H ost Agent software ............... 75

Installation andConfiguration
http://www.powerlink.com/http://www.powerlink.com/


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Installation and Configuration

How this guide works

In an effort to simp lify the installation and configuration of QLogic

Fibre Chann el HBAs, this guide follows a simp le flow chart, as

shown in Figure 1 on page 17, that gu ides you through the necessary

procedu res to connect your Wind ows server to EMC storage arrays.

Tips on p lanning, miscellaneous p rocedures, and troubleshooting

information are located in Chap ter 2, Miscellaneou s Planning and

Procedures, an d Chap ter 3, Troubleshooting.

This docum ent will guide you throu gh the following steps:

1. Installing the H BA on p age 18

2. Booting from the external storage array on page 24:

a. If notinstalling an IA-64 or EFI-based server:

Create a floppy d isk with the EMC-approved dr iver and

BIOS on p age 24. Install/ up grad e firmw are and boot BIOS from DOS on

page 25.

QLogic Fibre Channel HBA BIOS/ boot LUN settings on

page 26.

Verifying array/ LUN visibility for boot on page 50.

b. If installing an IA-64 or EFI-based server:

Installing a RAMDISK und er the EFI shell on p age 50

3. Installing the Wind ows operating system on p age 52.

4. Installing H BA driver and software utilities on page 60.

5. Verifying connectivity to the storage array on page 72.

Downloading latest QLogic drivers/ firmwa re/ BIOS filesThroughou t this docum ent, there are references to up dated files from

QLogic. All of the versions includ ed on the QLogic CD packaged

with your H BA are current as of this documen ts release. However,

there may be up dates to these files that m ay be necessary to

dow nload. For these, use the QLogic website,

http:/ / / ww w.qlogic.com. From the main page on the QLogic

website, clickDownloads link on the left side of the p age. On the

resulting supp ort page, click the EMC link un der the OEM Modelssection. On the resu lting page, click the EMC Array category for your
http://www.emulex.com/http://www.emulex.com/http://www.emulex.com/http://www.emulex.com/http://www.emulex.com/http://www.emulex.com/http://www.emulex.com/http://www.emulex.com/http://www.emulex.com/


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How this guide wo rks 17


storage array. On th e resulting EMC Approved Software page, it is

possible to dow nload the m ost recent EMC-approved dr ivers and

BIOS files as well as d ocumen tation an d helpful software tools.

Figure 1 Installation and configuration overview

Create a floppy diskwith EMC-approveddriver, firmware, and

boot BIOS

Install firmware andboot BIOS from DOS

Copy the EMC-approveddriver and firmware, andthe Intel EFI RAMDISK

driver to a USB pen drive

or floppy disk to be usedin a USB floppy drive

Install firmware andEFIBoot driver from

EFI Shell

Are youinstalling an IA-64

or EFI-based

server?

Configure theQLogic Boot BIOS

Configure theEFIBoot driver

N Y

Start

Installing the HBA(s) into the server

Bootingfrom the externalstorage arrays?

YES NO

Bootingfromt

heExternal

StorageArray

Install Windows OS

Install HBA Driver and

Software Utilities

Verify Connectivity to the

Storage Array GEN-000017Q

Verify Array/LUNVisibility for Boot


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Installing the HBA

Follow the instru ctions includ ed w ith your H ost Bus Ad apter (HBA).

The HBA installs into a single slot.

To connect the cable to th e HBA:

1. (Optical cable only) Remove the protective covers on each

fiber-optic cable.

2. Plug one end of the cable into the connector on the HBA as shown

in the app ropriate figu re. (The hard ware might be rotated 90

degrees clockwise from th e orientation show n.)

Cop per Cable:

LC Optical Cable:

SC Optical Cable:

3. Plug the other end of the cable into a connector on the storage

system or a hub/ switch p ort.

21 3

21 3


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Installing the HBA 19


4. Label each cable to identify the HBA and the storage/ switch/ hub

port to w hich it connects.

5. After connecting all HBAs in the server, power up the server.

Special installation sequence for Stratus ftServers and EMC CLARiiON arrays

A sp ecific installation sequence is required wh en installing QLogic

HBAs with the Stratus ft Servers and EMC CLARiiON storage.

Failure to follow this sequence may result in a STOP:0X0000007B

bugcheck error wh en booting the Stratus server for the first time

when connected to EMC CLARiiON storage.

With the Stratus ftServer, if the HBA detects EMC CLARiiON array

targets bu t no accessible LUNs, it p revents the Stratu s server from

booting. In th is configuration, the Stratu s ftServer attem pts to boot

from the array, instead of booting from the intern al boot drive.

To avoid this issue before storage is correctly assigned, either boot the

Stratus ftServer before connecting the fibre cables to the H BAs or, if

connected to a fabric, disable the H BA p orts on th e switch before

booting the ftServer.

After the system boots, connect the cables or reenable the sw itch

ports. Verify th e H BAs are logged in to the EMC CLARiiON ar ray;

then stop and restart the Navisphere agent on th e ftServer host. This

will register the H BAs with the CLARiiON array and allow the H BA

to prop erly detect the available LUN s.

Matching the HBA with the correct PCI slot

When choosing an HBA for your server, it is imp ortant to know

wh ich H BA is compatible w ith your server s PCI/ PCI-X/ PCI

Express slots. Certain H BA models have specific voltage

requirements or physical limitations that allow th em to only w ork inspecific slots.

Servers today have several different bu s slot types for accepting

HBAs. PCI, PCI-X, PCI-X 2.0, and PCI-Express .

PCI slots can be 32-bit and 64-bit (denoted by their 124-pin or 188-pin

connectors). These slots have p lastic keys that prevent certain

HBAs from fitting into them. These keys work with the cutou t

notches in the H BA edge connecter so that only compatible HBAswill fit into them. This is done because of the voltage characteristics


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of the HBA. Insert ing a 3.3v HBA into a 5v slot would cau se severe

dam age to both the HBA and the server. Therefore, the slot keys

denote the typ e of voltage provided by the slot and effectivelyprevent a voltage incomp atible HBA from being inserted.

Figure 2 shows how PCI slots will app ear with their keys and w hat

type of voltage is provided for each slot type.

Figure 2 PCI slot types and voltage key loca tions

Figure 3 on page 21 show s the HBA edge connecters comp atible with

the PCI slots show n in Figure 1 on page 17. Note HBA #5 which

shows a universal HBA edge connecter. Universal HBAs are

compatible with both 3.3v and 5v PCI slots.


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Figure 3 HBA edge connecters

PCI-X (or PCI Extended ) slots increase the speed that data trav els

over th e bus. PCI-X slots app ear iden tical to a 64-Bit PCI slot keyed

for 3.3v. (Refer to number 3 in Figure 2 on p age 20 an d Figure 3.)

PCI-X slots are backwards compatible with 3.3v PCI HBAs and

un iversal HBAs. Inserting stan dard PCI HBAs into PCI-X slots will

lower the bu s speed, however, as they cannot take advantage of the

improved performance.

PCI-X 2.0 is the next generation of PCI-X buses. PCI-X 2.0 increases

the bu s speed provid ing m ore performan ce for H BAs. PCI-X 2.0 slotsalso ap pear id entical to a 64-bit PCI slot keyed for 3.3v. (Refer to

nu mber 3 in Figure 2 on page 20 an d Figure 3.) PCI-X 2.0 is also fully

backward -comp atible with 3.3v PCI and PCI-X.

PCI Express (sometimes noted as PCIe) is a new bus typ e that u ses

the existing PCI mod el, but imp lements it in a faster, serial protocol.

Because of the serial way it tran smits data, the PCI Express bus slot

can be different sizesdepending onthe throughput it supports. PCI

Express slot speed s are expressed in "lanes" and are norm ally shown

as x1, x4, x8, and x16. Each type of slot are d ifferent lengths (Figure 4

on page 22) and H BA edge connecters will also have varying length s

dep ending on how many lanes they require for throughp ut. Because

of how PCI Express slots are keyed , an x1 HBA can be inserted in all 4

slot types as the HBA will negotiate with the slot to determine the

highest mutu ally sup ported num ber of lanes. How ever, an H BA

requiring x16 lanes w ill not fit into a smaller slot.


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Figure 4 PCI Express slots

Figure 5 show s x1, x4, and x16 lane slots aligned on a mainboard.You can see how the slots are keyed so th at low-lane H BAs can fit into

larger slots.

Figure 5 PCI Express slots aligned


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QLogic offers HBAs for each bus/ slot type ava ilable. Table 1 shows

each of the EMC-sup ported QLogic HBAs, and their respective slot

requirements. Be sure to consult both your server user guide andQLogic to insure that th e HBA you want to u se is compat ible with

your server s bus.

Remember that som e of the older H BAs are tall (also referred to as

full-height) and may not fit into a server w ith a low -profile chassis.

These factors must be considered before imp lementing you r

configuration to avoid unnecessary delays and possible equipm entswaps or returns.

Table 1 EMC-supported QLogic HBAs

HBA PCI spec BUS length Power Slot key

QLA2200F PCI 2.1 64-bit 3.3V, 5V Universal

QLA200 PCI-X 1.0a & PCI 2.2 32-bit 3.3V, 5V 3.3V

QLA210 PCI-X 1.0a & PCI 2.2 32-bit 3.3V 3.3V

QLA2310F PCI-X 1.0a & PCI 2.2 64-bit 3.3V, 5V Universal

QLA2340LF PCI-X 1.0a & PCI 2.2 64-bit 3.3V, 5V Universal

QLA2342LF PCI-X 1.0a & PCI 2.2 64-bit 3.3V, 5V Universal

QLE2360 PCI Express x4 lane 3.3V n/a








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Booting from the external storage array

If you are setting up you r server to boot Windows from the external

array, it is necessary to have the most recent BIOS installed on th e

HBA from w hich you p lan to boot. BIOS is software that ru ns on the

HBA. When configured, it presents a d isk to the operating system

from w hich to boot. Dur ing boot, the HBA driver is loaded and

assum es control of the disk from the BIOS.

Note: If you are not p lanning to u se the EMC array as a boot disk, theseprocedures can be skipp ed. Move on to the Installing the Windows

operating system on page 52.

First, install the BIOS to the HBA, and then configure it to boot from

the EMC array.

Create a floppy disk with the EMC-approved driver and BIOS

For the QLogic CD-ROM p ackaged w ith you r H BA, select the dr iver

for your Windows operating system. Be sure to select the Legacy

Install Kit as this w ill allow you to extract the necessary d river files.

The Legacy Install Kit is a .zip archive file. Unz ip the files contained

in the .zip archive onto a blank flopp y d isk.

BIOS for your HBA will also be prov ided on th e QLogic CD-ROM.

Note that the versions on the CD-ROM shou ld already be installed onthe HBA. If you are up grading your firmw are and/ or BIOS, use the

files on the CD-ROM or d own load the latest versions from the

QLogic website following th e procedu re described in Downloading

latest QLogic drivers/ firmw are/ BIOS files on p age 16. Unzip the

.zip archive files onto your floppy d isk and keep the d iskette han dy

during the installation procedures.

Necessary files for BIOS up grades are: flasutil.exe, two files (.datan d .def) containing EMC-Approved NVRAM settings, and th e

correct .bin file. The .bin file is named qlrom.bin (where xxis

the H BA fam ily, i.e.: 23, 24). For exam ple, BIOS for a q la2340 HBA

would beql23rom.bin. Also included in the BIOS archive is a .bat

file, wh ich is u sed to flash the n ew BIOS to the HBA and to app ly the

EMC NVRAM settings to the H BA.


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Boo ting from the e xterna l storag e a rray 25


Note: NVRAM is short for N on-volatile RAM. This is a special portion of

mem ory on the HBA wh ere HBA settings are stored.

Note: Driver and BIOS files may not fit on the same flopp y. If you run out of

disk space, use a single flopp y d isk for the d river files, and another d isk for

the BIOS files.

Install/ upgrade firmwa re and boot BIOS from DOSTo up date u sing a DOS boot diskette:

1. Format a 3.5-inch d iskette and extract the BIOS and NVRAM files

from the archive file (.zip or self-extracting .exe) onto the

diskette. Make sure flasutil.exe and the source files (BIN, DEF,

DAT, and BAT files) are in the same directo ry. EMC-specific

settings are contained in files nam ed emcXXXX.def an d

emcXXXX.dat where XXXX is the model number of the HBA.These settings files (also referred to as N VRAM setting files)

should also be in the same d irectory w ith the flash u tility and

source files. Note that some versions of BIOS may use different

filenames d epending on the version and HBA model.

Be sure to check the readme includ ed with the BIOS files to make

sure you have all of the app ropriate files before proceeding to

Step 2.2. Reboot your Windows host system u sing a DOS diskette.

3. At theA:\> prom pt, insert the diskette that contains the QLogic

BIOS files (created in step 1).

4. Run the included batch file at the command prompt. This is the

file w ith the .BAT extension.

For example, QLA2340 HBAs have a batch file called 2340flsh.bator QLE2462 HBAs have a batch file called eqle2462.bat. This batch

file will autom atically execute the necessary comman ds to flash

the BIOS and NVRAM files to the board.

5. If you have other QLogic HBA mod els installed in the server, you

may n eed to d ownload add itional BIOS packages and repeat

Step 1 through Step 4 to u pd ate the BIOS' on th ose HBAs.

I ll i d C fi i


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With the latest BIOS installed , configure and verify the BIOS settings

to use the EMC storage array as the boot disk. Ensu re that only a

single I/ O path to the LUN exists when installing the OS. A singleHBA should h ave access to only a single array port a t this point.

QLogic Fibre Channel HBA BIOS/ boot LUN settings

This section describes the steps required to configure a QLogic HBA

boot BIOS for allowing an ar ray-attached LUN to be used as a boot

disk for the server.This section assumes the following steps h ave been comp leted:

The QLogic HBA's BIOS and NVRAM settings are u pd ated to the

latest version. Refer to "Install/ up grade firmw are and boot BIOS

from DOS on page 25" for details.

In d irect-attach configurations, an H BA h as a ph ysical connection

to the array port.

In fabric-attach configura tions, an HBA has a ph ysical connection

to the switch/ fabric, and has been zoned to the array, so a single

HBA to be used for boot has one logical I/ O pa th to the array.

Refer to your switch documen tation for details.

Before configuring H BA settings to boot from an a rray-based LUN,

your server's settings should be ad justed to d isable booting from an

internal system drive. The procedu re for disabling boot from an

internal system drive is largely dep end ent up on the server platform.

In some instances, internal boot can be d isabled v ia entering the

onboard SCSI/ RAID controller's BIOS ut ility. For example, an

Adaptec based controller can be configured by p ressing CTRL-A,

wh en the Ad aptec banner is d isplayed d uring Pow er-On Self Test

(POST).

Some servers w ill requ ire entering the system BIOS utility to

either disable boot from an internal d rive, or to change thecontroller boot ord er, so the boot H BA is enumerated before the

internal d isk controller, allowing the arr ay-attached LUN to be

the first d isk visible to the server. Refer to your server

documentation for details.

In some server instances, boot from an internal d rive cannot be

explicitly disabled. In this case, the internal d rive(s) must be

physically disconnected or rem oved from th e server. Refer toyour server docum entation for details.



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IMPORTANT!In some cases, reinserting an internal drive (after having previouslyremoved it and configured a HBA for boot) may result in the

internal drive being re-enumerated as the first drive, and possi bly

modifying the boot order, such that the server wil l attempt to boot

from the in ternal drive, rather than the intended array-based LUN .

Ensure that appropriate precautions are taken to make sure the

server will properly boot from an array-based LUN before

reinserting an internal system drive.

Lega cy (x86 and most EM64T-ba sed servers) boot BIOS configuration

During POST, the QLogic banner w ill be displayed .

1. Press Ctrl+Q to enter the Configuration u tility:

Figure 6 QLogic banner

2. Select the HBA (enumerated by its I/ O add ress) to be used for

boot.



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If mu ltiple HBAs are installed, there will be m ultiple H BA entr ies.

The order of the H BA instances listed is the ord er they w ill be

scanned for a boot device; (note that th is does not necessarilycorrespond to PCI slot numbering), and p ress Enter.

Figure 7 Main Fast!UTIL options window

3. Select Configuration Settings from th e main Fast!UTIL Options

dialog, and press Enter.

Figure 8 Configuration Settings window



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4. Select Adapter Settings from the Configuration Settings

window and press Enter.

Figure 9 Ada pter Settings window

5. The Host Adapter BIOS setting is Disabled by d efault; select this

setting and press Enter to enable Host Adapter BIOS.

Press Esc to return to the p revious Configuration Settings (as

shown in Figure 8 on page 28).

Figure 10 Configuration Settings window



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g

6. From the Configuration Settings dialog, select Selectable Boot

Settings and p ress Enter.

Figure 11 Selectable Boot Settings window

7. Selectable Boot is Disabled by default. Select this setting and

press Enter to enable Selectable Boot.

8. Scroll down to the (Primary) Boot Port Name, LUN: setting, and

press Enter.

The Fast!UTIL will now scan for attached FC devices (as show n

in Figure 12 on page 31). If physical connectivity to th e array is

setup p roperly via zoning, then the array port w ill be found a fter

this scan. Use the an d keys to navigate

the list of target IDs for the arr ay p ort being used for boot.



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Figure 12 Select Fibre Channel Device window

If no en tries appear at any target IDs, verify the following:

If mu ltiple HBAs are present, verify the HBA select in the

BIOS Utility is the same that currently provides the I/ O pa thto the storage (at this point, only one I/ O path should be

configured to the boot LUN ).

For CLARiiON arrays, verify that the single I/ O path points to

the SP wh ich owns the boot LUN.

For FC-SW environments, verify fabric zoning parameters, so

a single I/ O path exists to the boot LUN. Refer to array

softw are docum entation for details. Check physical FC connectivity between the HBA and array

(direct at tach environm ent) or switch (FC-SW environmen t).

9. Select the array port to be used for boot, and p ress Enter.

If LUNs are allocated to the HBA (using LUN Masking schem es,

such as Access Logix or Volum e Logix), they will be presented

at their LUN num ber.



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For example, Figure 13 shows that LUN 17 is masked to the HBA.

The LUN is available and is presented as "Sup ported " by the

BIOS.

Figure 13 Example of LUN 17 a llocated to HBA

If no nu mbered entries app ear in the above figure, verify the

following:

For CLARiiON arrays, verify the single I/ O path points to the

SP that owns the boot LUN.

Verify array LUN m asking settings are configured so this HBA

has visibility to the ap prop riate LUN. Refer to array software

documentation for details.

10. Select a sup ported LUN to use as the boot LUN (shown as LUN

17 in Figure 13) and p ressEnter.

The Selectable Boot Settings dialog is displayed (Figure 14 on

page 33) with the upd ated array port and LUN num ber as the

boot d evice.



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Figure 14 Selectable Boot Settings window

11. Press Esc to return to the previous Configuration Settings dialog.

12. Press Esc on the Configuration Settings dialog.

A dialog will appear to warn of a configuration change (as shown

in Figure 15).

Figure 15 Warning dialog

13. If the settings a re correct, select Save changes to return to the

initial Fast!UTIL Options dialog.

Otherw ise, press Esc to m ake additional changes, or select Do not

save changes and p ress Enter to return to th e initial Fast!UTIL

Options wind ow (as shown in Figure 16 on page 34).



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Figure 16 Fast!UTIL Options window

14. To exit the Fast!UTIL configura tion u tility, select Exit Fast!UTIL

and p ress Enter.

The system w ill now reboot.

During the su bsequent reboot, the QLogic BIOS banner screen sh ould

show t he array an d LUN specified as a boot-capable LUN (as show n

in Figure 17).

Figure 17 Typical QLogic BIOS banner screen

At this point, the OS installation can begin using th is LUN as the bootvolume.



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Pre-configuredsettings

The following parameters have been preconfigured in the EMC

NVRAM settings file. They are also configurable in the Host Ada pter

Settings, Adv anced Ad ap ter Settings, and Extended Firmw areSettings menu s. These men us and selections, when viewed in

SAN Surfer v2.0.25 and later, may app ear u nd er d ifferent headings.

EFI (IA64 Itanium and some x64 servers) system firmwa re configuration

1. Prior to booting the server, ensure that media (USB memory

drive, CD-ROM, or floppy) wh ich contains the QLogic EFI boot

code/ utility is physically present in the system.

2. Following POST of the server, the Firmware Boot Manager

(similar to Figure 18 on page 36) menu will be displayed.

Using the a rrow keys, select the option for EFI Shell and p ressEnter.

Table 2 Pre-configured parameters

Parameter QLogic default setting EMC-approved setting

Data Rate 0 (1 Gb/s) 2 (Auto Select)

Execution Throttle 16 256

Connection options (topology) 2 (Loop preferred,otherwise point-to-point)

2 (Loop preferred,otherwise point-to-point)

Loop Reset Delay 5 5

Enable LIP Full Login Yes Yes

Enable Target Reset No Yes

Port Down Retry Count 8 45

Link Down Timeout 30 45

Luns Per Target 8 256

Adapter Hard Loop ID Enabled Disabled

Hard Loop ID 0 0

Descending Search LoopID 0 1

Operation Mode 0 0

Interrupt Delay Timer 0 0

Enable Interrupt (24xx HBAs) No No



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Figure 18 Firmware boot manager menu



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The EFI shell will open, and the Device Mapping Table may be

listed by default (similar to Figure 19). If the Device Map ping

Table is not listed , type map and p ress Enter.

Figure 19 Device mapping table

The file systems available to the server are listed in the Device

Mapping Table, referenced by fsN, whereN is a d ifferent

nu mber for each available file system. The d escription next to

the fsNentry references the type of media on wh ich th e file

system resides.

In the example shown in Figure 19:

fs0, fs1 an d fs2 refer to m emory ram disks

fs3 an d fs4 refer to file systems on a CD inserted in the

CD-ROM

fs5 refers to a file system on aUSB mem ory d rive

fs6 refers to an existing file system on an intern al hard

drive.



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The file system you select depends upon what media contains

the QLogic EFI boot code/ utility. In this examp le, the QLogic

EFI boot code/ utility resides on the USB mem ory d rive.3. Point the EFI shell to the proper file system by typing fsN: (where

Nis the nu mber w hich references the p roper file system) followed

by Enter.

4. Before loading the QLogic EFI boot code/ driver to the HBA(s),

ensure tha t any old EFI boot code load ed in th e system has been

removed . Type drivers at the EFI shell promp t and press Enter.

a. Look for any driver listings that reference "QLogic Fibre

Chann el Adap ter," similar to the listing show n in Figure 20

Figure 20 Reference to QLogic Fibre Channel driver

b. If such a driver entry exists in the outp ut, it should be

removed before installing the curren t dr iver. Make note of thefirst two d igits on the line which references the QLogic Fibre

Chann el Driver ("60" in th e examp le shown in Figure 20); th is

is the "driver handle". Type unload .

For the examp le show n in Figure 20, unlo ad 60 wou ld be used

to remove the EFI dr iver. The system w ill prom pt to "Unload

Protocol Image (y/ n)?". Type y and p ress Enter. The existing

QLogic EFI driver w ill now be removed .

5. Type dir and p ress Enter to list the conten ts of the d irectory. If the

directory contents are not consistent with w hat you expect, and

do n ot app ear to contain the QLogic boot code/ utility, the file

system select may be incorrect.

6. Verify the prop er file system has been selected. If the QLogic boot

code/ utility resides in a subd irectory, type cd subdirectory an d

press Enter.



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Figure 21 QLogic directory

The directory listing should contain the QLogic EFI boot

code/ utility down loaded to the med ia (as shown in

Figure 21).

The files of importance will take the following form:

7. Type efiutil and p ress Enter.

efiutil.efi QLogic EFI utility for up da ting ad apter

driver/ firmware

efiaux.drv EFI auxiliary d river (used by efiu til when

EFI drivers are not loaded)

qlNNNNef.bin EFI driver image file; w ritten to ad apter

flash (where xxxx refers to the chipset

used on the H BA. In th is examp le, 2312

refers to the chipset p resent on

QLA2340/ QLA2342 HBAs.)

qlNNNNfw.bin Adapter firmware file, written to adapter

flash (where xxxx refers to the chipset

used on th e H BA - in th is example, 2312

refers to the chipset p resent on

QLA2340/ QLA2342 HBAs)



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Figure 22 Fibre Channel Card Efi utility

The QLogic HBA(s) installed in the server w ill be listed (as shown in

Figure 22). Note the "firmw are" version listed in the utility. If the

firmw are is listed as a specific version (not a series of zeroes), and

"AUX" is not listed n ext to the firmw are field at the top of the reportthen th e EFI driver and firmware have been loaded on the HBA(s);

proceed to the section imm ediately followingFigure 26 on page 44.

If the firmware is listed as a ser ies of zeros, and "AUX" is listed next to

the firmware field at the top of the report (as show n in Figure 22), this

indicates the EFI boot code has not yet been installed on the H BA(s).

Proceed as follows:

To install the EFI boot code driver and non-vola tile RAM settings on theHBA(s):

The EFI boot code d river mu st be loaded onto the HBA(s) in ord er to

be used by th e EFI BIOS.

1. Type efiutil all ew=qlNNNNef.bin, where NN NN refers to

the chipset version on the H BA. In the examp le shown in

Figure 22, 2312 refers to th e chipset p resent on

QLA2340/ QLA2342 HBAs.

2. Press Enter.



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Figure 23 QLogic efiutil all upgrade

The utility will upgrade EFI boot code drivers on all HBAs

installed in th e server and retu rn to the EFI shell when

complete (as shown in Figure 23). If any errors are reported

du ring th is process, verify tha t the correct EFI boot code d river

for your H BA has been copied to you r installation m edia.

3. EFI-comp atible firmw are must now be loaded onto the HBA(s).



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a. Typ e efiutil all rw=qlNNNNfw.bin, where NN NN refers to

the chipset version on the H BA. In the example shown in

Figure 21 on page 39, "2312" refers to the chipset present onQLA2340/ QLA2342 HBAs.

b. Press Enter.

Figure 24 Utililty install



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The utility will install the EFI-comp atible firmw are onto the

HBA(s) installed in the server (as shown in Figure 24 on

page 42), and return to the EFI shell when complete. If any errors are reported d uring this process, verify that the

correct EFI-compatible firmw are for your H BA has copied to

your installation media.

4. The appropriate NVRAM settings must now be loaded onto the

HBA(s). Type efiutil all nr=nvram23.dat (nvram23.dat is

the d efault N VRAM d ata file for QLA23xx-based H BAs). Press

Enter.

Figure 25 Data loaded onto HBA(s) installed in server

The NVRAM data will be loaded onto the HBA(s) installed in

the server (as show n in Figure 25), and return to the EFI shell

wh en complete.

If any errors are reported d uring this process, verify that thecorrect NVRAM da ta file (nvram23.dat) for your H BA has

copied to your installation media.

5. Type reset at the EFI shell promp t to reboot th e server, allowing

the up da ted d rivers, firmw are, and NVRAM settings to take

effect.

6. Following the reboot, type fsN: (where N is the number w hich

references the p roper file system, as d escribed earlier).



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7. Press Enter to access the file system contain ing th e QLogic EFI

boot code.

If the EFI boot code resides in a subdirectory, type cd and p ress Enter.

8. Type efiutil to start the QLogic EFI Utility an d press Enter.

At this point, the QLogic HBA instances should be shown

with a sp ecific firmw are version, and "AUX" shou ld n ot be

listed next to the firmw are, as show n inFigure 26.

At this point, the EFI drivers, firmw are, and NVRAM settings

have load ed to th e HBA(s).

Figure 26 QLogic HBA instances with specific firmware version

9. Type q and p ress Enter to exit the QLogic EFI Utility.

10. At the EFI shell prompt, type drivers and p ressEnter. Note the

entr ies that reference "QLogic Fibre Channel Adap ter" are similar

to the listing show n in Figure 27.

Figure 27 QLogic Fibre Channel drivers

11. Make note of the first two d igits (referred to as the "driver

handle") on the line that references the "QLogic Fibre Channel

Driver". If multiple HBAs are installed in the server, there will be

mu ltiple entries, as shown in Figure 27.



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The order of the H BA instances listed is the ord er in w hich they

have been enu merated by th e system. This does not necessarily

correspond to PCI slot numbering. In th is example, the tw oQLogic HBAs installed in the server are using d river handles 5F

and 60, respectively.

a. Typ e drvcfg.

b. Press Enter.

Figure 28 Driver handle numbers

12. Find the d river hand le numbers that correspond to those listed

for the QLogic HBAs (as show n in Figure 28). Note th e two d igits

(proceeded by Ctrl, as show n in Figure 28) next to the d river

handles for the QLogic HBAs. These are control han dles.

13. Determine the H BA instance that w ill be used for boot, and enterthe QLogic Fibre Channel Driver Configuration Utility by

typing drvcfg -s (where

driver hand le and control handle are the values that correspond

to the H BA instance to be u sed for boot. In this example, "drvcfg

-s 5f 62" is used .)

14. Press Enter.

The Fibre Channel Driver Configuration Utilii ty menu will be

displayed (as shown in Figure 29 on page 46).



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Figure 29 Fibre Channel driver configuration utility

15. Type 1 (Edit Adapter Settings) and press Enter.

Figure 30 Edit adapter settings



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By default , option 1 (Enable Hard Loop ID) is disabled.

In FC-SW environments, the default of disabled is the

proper setting.

Select 2. Auto Topo logy: Pt to Pt first.

Press Enter when your choice has been selected. The

Topology information toward th e top of the screen will

reflect you r selection.

Press to return to the p revious configuration

window.

In FC-AL/ "direct attach" environments, Hard Loop ID

should be enabled.

Type 1 and p ress Enter. The utility will prom pt to Enable

Hard Loop Id [n]?.

Type y and p ress Enter. Enable Hard Loop Id will now be

shown as [y] (enabled).

Type 0 and p ress Enter to return to the previous m enu asshown in Figure 29 on page 46.

Figure 31 Connec tion option

By d efault, option 6 (Connection option) setting ofLoop

Preferred, Otherwise Point To Point, is acceptable for m ost

configurations, and will au to-detect th e connection topology.

To manually set the connection topology, type 6 and p ressEnter. Otherwise, type 0 and p ress Enter to return to the

previous menu as shown in Figure 29 on page 46.

In FC-SW environments, Point To Point is the appropriate

setting. In FC-AL/ "direct attach" environm ents, Loop Only

should be selected.

Type the app ropriate selection and press Enter. The

selected connection topology will now be reflected.

Type 0.


P E t t t t th i h i


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Press Enter to return to the previous menu as shown in

Figure 29 on page 46.

Option 3 (Edit Database) allows the appropriate WWN of thearray p ort, and th e LUN ad dress, to be specified for boot.

Figure 32 Example array port WWN and LUN values

Type 3 and p ress Enter.

Select 0 to select the first WWN database entry.

Press Enter.

The utility prom pts for Entry 0 Port WWN .

16. Type the full WWN of the array port being used for boot and

press Enter.

The utility prom pts for Node WWN .

17. Enter the same WWN u sed above and p ress Enter.

The utility prom pts for the hexadecimal LUN ad dress to be usedfor boot;

18. Type the ap propriate hexadecimal LUN value to be u sed for boot

and p ress Enter. Figure 32 shows example array-port WWN and

LUN values.

Note:This utility does not explicitly check the values entered for validity,

care must be taken to ensure that the proper array p ort WWN and LUN

add resses have been entered.

The utility will prom pt for another WWN d atabase entry to

modify,

19. Press Enter to return to the menu as shown in Figure 29 on

page 46.

20. Save the configuration changes by typing 11 (Write) and pressEnter.


The utility reports tha t it is done saving changes


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The utility reports tha t it is done saving changes

21. Press any key to continue, and then 12 to exit the u tility.

The system rep orts that options have been set, as shown in

Figure 33.

Figure 33 Options set

22. Press Enter to retu rn to the EFI shell. Type reset to reboot the

server to enable the changes.

23. Following the reboot, open the EFI shell. The Device Mapping

Table may be listed by default (similar to Figure 19 on page 37).

a. If th e Device Mapping Table is not listed, type map and p ress

Enter.

Figure 34 Example blkD as array port

b. Note any entries starting with blk (block-level devices, such as

volum es) which reference a Fibre interface (as shown in

Figure 34). The entry should list the array port WWN and

LUN add ress specified in the configura tion u tility. Figure 34

shows entry blkD as the array-port WWN and LUN specified

du ring configuration. This is the EFI entry th at sp ecifies the

specific array LUN to use for boot.

Note: The examp le shown in Figure 34 also shows BlkC as Lun0.

This is a Symm etrix-based, read-only Volum e Logix Database

device used for LUN masking and cannot be used for boot, even

thou gh it is still detected by the QLogic EFI driver an d is repor ted as

visible.

At th is point, the OS installation can begin using this LUN as the boot

volume.



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Verifying array/ LUN visibility for boot

Verification of the H BA ability to access the boot LUN, and boot BIOSsettings is recomm ended before installing the OS. Care mu st be taken

to ensure that only a single I/ O p ath to the LUN exists when

installing th e OS, a single H BA should have access to only a single

array p ort at th is point. Selecting BIOS and Boot LUN configuration

settings vary with H BA vend or.

Refer to your arr ay d ocumen tation for details on verifying H BA

connectivity.

Installing a RAMDISK under the EFI shell

Intel provides an EFI toolkit on th e Intel website

http:/ / ww w.intel.com/ technology/ efi. Included in the EFI toolkit is

the RAMDISK driver. To install the RAMDISK dr iver on your system ,

copy the RAMDISK.EFI file to you r USB flash d rive.

Insert the USB flash dr ive in you r EFI-based server s USB port and

boot the server to the EFI shell. At the shell promp t, locate your USB

flash d rive in the device mapping tab le. A line similar to the

following shou ld be listed in the mapp ing table:

Fs0: Acpi (PNPOA03,0)/Pci (1D|1)Usb(1,0)/HD(Part1,Sig0D0C0B0A)

Switch to th e USB flash d rive by typ ing in th e corresponding FS

nu mber, followed by a colon (i.e., Fs0:) and press Enter.

At the FS prom pt, type Load RAMDISK.EFI and p ress Enter. You

should see the message noting that the d river has loaded successfully.

To locate the new RAMDISK, type Exit and p ress Enter. From the

system Boot Manager m enu , select EFI Shell to go back to th e EFI

Shell. The device map shou ld now show a new FS device as well as

the previous USB device.

Note: The order of the devices may h ave shifted with the discovery of the

RAMDISK.

Fs0: VenMsg(06ED4DD0-FF78-11D3-BDC4-00A0C94053D1)Fs1: Acpi (PNP0A03,0)/Pci (1D|1)/Usb(1,0)/HD(Part1,Sig0D0C0B0A)

In the above example, the RAMDISK is now Fs0. Now you can copy

your driver files for you r HBA to the RAMDISK. Sw itch to your USBflash d rive with the dr iver files and copy the files to the RAMDISK by


using the copy comm and. As w ith DOS, the copy command can u se


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using the copy comm and. As w ith DOS, the copy command can u se

an asterisk to grab mu ltiple files, (i.e., Copy *.* fs0:).

Once the files are copied to th e RAMDISK, you m ay p roceed to installWindows.

Note: If the server is rebooted at an y time, this procedu re will need to be

repeated as the RAMDISK is deleted d uring a reboot.



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Installing the Windows operating system

This section is a step-by-step p rocedu re for installing Wind ows

2000/ 2003 Operating System to either an internal or external boot

device.

After you have your HBA(s) installed in you r server, and configured

for external boot if necessary, the next step is to install the Windows

operating system. If you intend to boot to an external device please

refer to Booting from the external storage array on p age 24 for

setting the boot BIOS for external boot and selecting the external bootlun . If your system is EFI-based refer to Installing a RAMDISK

und er the EFI shell on p age 50. Also refer to your servers

docum entation for preparing you r server for external boot.

Note: If you intend to boot to an external disk, only present the LUN that you

intend to boot from. All add itional lun s can be add ed after the installation.

This will eliminate any confusion on selecting the correct part ition for

installation and eliminates any problems that the Operating System couldencounter on reboot du ring the installation. Also confirm th ere is only one

path to the storage array. Having m ore than one p ath can cause the operating

system to fail du ring the installation.

You n eed th e following m aterials to install Wind ows:

A Wind ows CD-ROM for the Window s version you w ish to

install

AN EMC-app roved H BA driver diskette for Window s, or an EFI

RAMDisk if it is an EFI based install

To install Windows:

1. Insert a bootable Window s CD-ROM in the drive and reboot the

system. If your system h as a bootable disk already configured

from a previous installation, the software will promp t you to

press any key to boot from CD-ROM.2. If you are installing Window s to boot from an external array disk,

you w ill need to su pp ly setup w ith the H BA driver. To do th is,

imm ediately after the Windows installation begins, press F6

wh en d irected or w hen the blue screen ap pears. Otherwise,

proceed to step 6.

Pressing F6 tells the Wind ows installer you want to load a

third-par ty driver before proceeding w ith the installation.


If you d o not press F6 in time to add the d rivers, restart the server


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Insta lling t he Wind ow s op era ting system 53

and try again. You w ill know if you m issed the F6 function to

install third-party d rivers when the setup returns w ith a w arningthat it cann ot find a par tition to load the op erating system

Figure 35 Windows Setup screen with F6 prompt

Note: Wind ows 2000 does not d isplay the F6 prom pt.

3. When prompted for additional drivers, select S (Specify

Additional Device).



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Figure 36 Specifying a driver for your HBA

4. Insert the EMC-app roved HBA Drivers diskette or EFI RAMDisk

if applicable for your OS. Then press Enter to continu e.

This displays a screen similar to Figure 37 on page 55.



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Figure 37 HBA selection screen

5. Select the appropriate boot HBA and p ress Enter. (You may have

to scroll dow n to find the approp riate driver.)

Note: Depending on the version of Window s, you may receive an error

message that the d efault dr iver is newer than the provided one. Ignore

this message.

Setup continues to load files, and a Window s Setup screen

appears.



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Figure 38 Windows setup screen

6. Press Enter to begin th e setup p rocedure.

Note: If you are installing Windows on a new ly created LUN, you m ay

receive a message that you r boot d isk is new or erased. Press C to

continue.

A Wind ows Licensing Agreement ap pears.

7. Read the license agreement. (Press Pg Dn as necessary to scroll

throu gh th e text.) To accept the agreem ent, press F8.Setup insp ects your comp uter's hard ware configuration. The

setup screen d isplays disk par tition information (if your system

already contains p artitions), or lets you create a new partition.

(Refer to Figure 39 on page 57.)


Note: The Windows 2000 boot LUN cannot exceed 7.8 GB unless INT-13


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extensions are enabled in the HBA BIOS. (Refer to Microsoft Knowledge

Base art icle Q240672.)

Figure 39 Existing partitions


8. If you are installing an operating system for the first time,

highlight Unpartitioned Space on the H BA Then:


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highlight Unpartitioned Space on the H BA. Then:

Press Enter to use the entire d isk as one partition

or

Press C to create a custom p artition, and th en specify the

part ition size

If the new disk is displayed as Unformatted or Damaged you

mu st delete the partition before continuing. To do th is, press D ,

and follow th e onscreen d elete instru ctions. After you delete the

part ition, the disk will then appear as Unpartitioned Space.

If you are reinstalling Window s, the setup software prom pts you

to overwrite or up grade:

To overwrite, press Esc and follow instructions.

To upgrade, p ress Enter.

To create a new hard-disk partition, you mu st first delete the

existing par tition, and then create a n ew one. To do so, selectthe par tition you wan t to delete, press D , and then follow the

onscreen instru ctions to comp lete the deletion of the par tition.

Once the system deletes the partition, you can press C to

create a new on e.)

9. The setup software prompts you to specify the file system format

for the p artition . Select NTFS fil e sys tem format (wh ich is

suitable for most sites) and p ress Enter, unless you have other

specific requirements.

Note: For background information on the choice of the N TFS file system,

refer to Microsoft Know ledge Base Art icle 184006.

Setup formats the partition, copies the Wind ows system files to

the partition, and starts rebooting the server.

10. When promp ted, remove the diskette and CD-ROM.

11. If your system promp ts you to press any key to boot from

CD-ROM, do n ot p ress a key. Instead, allow the system to boot

from the array (if external) or the local disk (if internal). After

booting, the system continues installation, displays the Window s

banner, and begins autod etection of mass-storage d evices and

adapters.


12. Follow the onscreen instructions to comp lete the installation.

When the Completing the Windows Setup Wizard screen


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p g p

appears, clickFinish.

13. Install the latest EMC-app roved Wind ows Service Pack and/ or

OS patches or up dates. Follow the p rocedu res in the Microsoft

documentation that accomp anies the u pd ates.


Installing HBA driver and software utilities


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g

To use EMC storage arr ay d isks with a Wind ows 2000 or Window s2003 host, you need a Fibre Chann el host adap ter d river. The d river

and related utilities mu st be installed and configured before

Window s can access the EMC disks. This driver can be insta lled

using th e QLogic SANsurfer Install Wizard for Window s.

For Windows 2003, EMC supports both the STORPort driver class

and the SCSIPort dr iver class. Windows 2000 uses only the SCSIPort

dr iver class.Three sections are outlined on the following pages to help w ith

installation and configuration of your HBA drivers and associated

utilities:

Pre-installation guid elines , next

Driver installation/ upgrade on page 61

Post-installation procedures on page 67

Pre-installation guidelines

Windows 2003STORPort updates

Currently, the shipping version of Windows 2003 requires post-RTM

hot fixes to resolve some known issues. For all Wind ows 2003

STORPort installations, you should obtain the current Microsoft QFE

hotfix listed in the with the HBA driver revisions.

IMPORTANT!Install this patch and reboot before installing the HBA driver.

EMC recommends tha t users plann ing to up grad e to Service Pack 1

or later for Wind ows 2003 shou ld upgrade their HBA d rivers to the

latest sup ported version prior to installing the service pack.

Obtaining the QLogicSANsurfer Install

Wizard for Windows

The SAN surfer Insta ll Wizard for Wind ows is available on CD-ROM

or dow nloaded from the QLogic website. To dow nload from the

website:

1. If dow nloading from the Q Logic w ebsite, first create a directory

that w ill be used to save the SANsur fer Install Wizard for

Windows file.

2. Go to http:/ / www.qlogic.com.


3. Select Downloads on the left side of the page.

4 Select EMC und er OEM models


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Installing HBA driver and software utilities 61

4. Select EMC und er OEM models.

5. Select the link containing your EMC storage.

6. Select the HBA you installed in your system and d ownload the

SANsurfer Install Wizard for Window s.

Driver installation/ upgrade

1. Install the SANsurfer Install Wizard for Windows Kit CD-ROM to

start the SANsurfer HBA Install Wizard . If you dow nloaded the

kit to your ha rd dr ive locate and double-click the file. The

following w izard w ill appear.

Figure 40 SANsurfer driver installation type

2. Select I want to ins tall the driver automatically.


Note: If you are up grad ing your H BA driver, you will taken to the HBA

Configuration Up date screen show n in Figure 46 on page 67. At this


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Configuration Up date screen show n in Figure 46 on page 67. At this

point , click the Update Driver butt on. You w ill be taken to the d riverselection screen show n in Figure 42 on page 63. Select the dr iver you

wish to install, and proceed w ith the procedure at Step 4 on page 64.

Figure 41 SANsurfer Driver Install Wizard for Windows welcome

3. Click Next to start the H BA driver installation.



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Figure 42 SANsurfer driver selection

This wind ow p resents three choices:

Default Dr iver

This is the default selection. This selection will use the driver

located on th e CD-ROM or the SANsurfer Install Wizard for

Wind ows file. The latest driver versions are listed in the. Use

this option if you d ownloaded the kit from th e QLogic

website.

From the QLogic website

The selection w ill au tom atically search the QLogic website for

the latest dr iver. An Internet connection is required. Use this

selection if you are up grad ing your H BA drivers to a newer

version.

Browse

Use this option if you p reviously downloaded the d river file

and stored it on your hard d rive.


4. Click Next to continu e. A message similar to the following w ill

appear:


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Figure 43 SANsurfer installation with version number

5. The version of driver to be installed will be listed. Follow the

instructions and clickNext.



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Figure 44 SANsurfer Java agent service message

6. If this is nota new installation, the message in Figure 44 may

appear. Check the Stop QLogic Management Suite Java Agent

Service checkbox and clickNext.



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Figure 45 SANsurfer driver installation completed successfully

7. A Driver installed successfully message will appear w hen the

driver is installed . ClickNext to continu e.



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Figure 46 SANsurfer driver installation complete

The HBA Configuration Update screen w ill app ear after the driver

installation is complete. From here, you m ay perform d iagnostic

procedu res or other p ost-installation tasks. If you are finished with

your HBA up date, clickQuit.

Post-installation procedures

Diagnostics 1. From the HBA Configuration Update screen, clickPerformDiagnostics (refer to Figure 46).The SAN surferHBA Install

Wizard wind ow w ill appear, as shown in Figure 47 on page 68.



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Figure 47 SANsurfer HBA install wizard

2. Select the HBAs to be tested and select Next.



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Figure 48 SANsurfer install wizard attach storage

3. Ensure that the H BAs you selected for diagnostics are connected

to storage or to a loopback terminator. ClickNext to run the test.



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Figure 49 SANsurfer HBA installation diagnostics results

4. The next wind ow will display the diagnostics results. More

information on this tool is available at the QLogic website

www.qlogic.com. Select Next to return to the main m enu.


Show SAN

Figure 50 show s the SAN t ree.


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Figure 50 Show SAN tree

The Show SAN featu re is useful for verifying connectivity to the

storage array.


Verifying connectivity to the storage array

On a Wind ows 2000/ Wind ows Server 2003 system do one of the


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On a Wind ows 2000/ Wind ows Server 2003 system, do one of thefollowing to star t the SANsur fer application, which includ es the

SANsurfer FC HBA Manager GUI. When comp lete, the SANsur fer

app lication GUI d isplays. (Refer to the SAN surfer FC HBA Manager

main w indow, as shown in Figure 53 on page 74).

1. Double-click the SANsurfer icon, as shown in Figure 51, on your

desktop (if the icon w as created du ring installation).

Figure 51 SANsurfer icon

2. Click Connect on the SAN surfer FC HBA Manager mainwind ow toolbar.

3. On the SAN surfer FC HBA Manager main window Host menu,

clickConnect.

4. Right-click the HBA tree. From the shortcut menu, clickConnect.

5. Press HOME.

The Connect to Host dialog box displays, as shown in Figure 52on page 73.



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Verifying c onne c tivity to the storag e a rray 73

Figure 52 Connec t to the host

6. In the Enter Hostname or IP Address field, perform one of the

following:

Select localhost to connect to the machine on w hich you are

using th e SANsurfer FC HBA Manager GUI.

or

Type or select a remote machine. You can use the hostname or

the m achine's IP add ress.

7. Do one of the following:

Click Connect to initiate the connection. If successful, the host

and its HBAs display in the H BA tree. If you entered a new

remote host an d the connection was successful, its name is

also add ed to the Enterhostname or IP address box

drop-dow n list.

Click Cancel to abort the connection process and return to the

SAN surfer FC HBA Manager main w indow, as shown in

Figure 53 on page 74.

Click Clear to d elete all machines on th e list except local host.

(The local machine cann ot be d eleted.)



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Figure 53 SANsurfer, SANsurfer FC HBA manager


Installing additional Navisphere Host Agent software

The Navisphere Host Agent should be used to au tomatically registerh t ti ith th P P th d ATF i


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Insta lling a d d itiona l Nav isp here Host Ag ent softw a re 75

p g y ghost connections with the array. PowerPath and ATF require

different registration types and the Navisphere Host Agent is the

preferred method over manual registrations.

You shou ld install the Navisph ere

qlogic windows 09-19-07

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