• Active IQ Unified Manager 9.8 docs
• Release notes
• Get started
  • Quick start install for VMware vSphere
  • Quick start install for Linux
  • Quick start install for Windows
• Install Unified Manager on VMware vSphere systems
  • Introduction to Active IQ Unified Manager
    • What the Unified Manager server does
    • Overview of the installation sequence
  • Requirements for installing Unified Manager
    • Virtual infrastructure and hardware system requirements
    • VMware software and installation requirements
    • Supported browsers
    • Protocol and port requirements
    • Completing the worksheet
  • Installing, upgrading, and removing Unified Manager software
    • Overview of the deployment process
    • Deploying Unified Manager
      • Downloading the Unified Manager installation file
      • Deploying the Unified Manager virtual appliance
    • Upgrading Unified Manager
      • Downloading the Unified Manager upgrade file
      • Upgrading the Unified Manager virtual appliance
    • Restarting the Unified Manager virtual machine
    • Removing Unified Manager
• Install Unified Manager on Linux systems
  • Introduction to Active IQ Unified Manager
    • What the Unified Manager server does
    • Overview of the installation sequence
  • Requirements for installing Unified Manager
    • Virtual infrastructure and hardware system requirements
    • Linux software and installation requirements
    • Supported browsers
    • Protocol and port requirements
    • Completing the worksheet
  • Installing, upgrading, and removing Unified Manager software
    • Overview of the installation process
    • Setting up required software repositories
      • Manually configuring the EPEL repository
      • Manually configuring the MySQL repository
    • SELinux requirements for mounting /opt/netapp or /opt/netapp/data on an NFS or CIFS share
    • Installing Unified Manager on Linux systems
      • Creating a custom user home directory and umadmin password prior to installation
      • Downloading Unified Manager
      • Installing Unified Manager
      • Users created during Unified Manager installation
      • Changing the JBoss password
    • Upgrading Unified Manager on Red Hat Enterprise Linux or CentOS
      • Upgrading Unified Manager
      • Upgrading the host OS from Red Hat Enterprise Linux 7.x to 8.x
    • Upgrading third-party products
      • Upgrading OpenJDK on Linux
    • Restarting Unified Manager
    • Removing Unified Manager
    • Removing the custom umadmin user and maintenance group
• Install Unified Manager on Windows systems
  • Introduction to Active IQ Unified Manager
    • What the Unified Manager server does
    • Overview of the installation sequence
  • Requirements for installing Unified Manager
    • Virtual infrastructure and hardware system requirements
    • Windows software and installation requirements
    • Supported browsers
    • Protocol and port requirements
    • Completing the worksheet
  • Installing, upgrading, and removing Unified Manager software
    • Overview of the installation process
    • Installing Unified Manager on Windows
      • Installing Unified Manager
      • Performing an unattended installation of Unified Manager
    • Changing the JBoss password
    • Upgrading Unified Manager
    • Upgrading third-party products
      • Upgrading OpenJDK
    • Restarting Unified Manager
    • Uninstalling Unified Manager
• Perform configuration and administrative tasks
  • Configuring Active IQ Unified Manager
    • Overview of the configuration sequence
    • Accessing the Unified Manager web UI
    • Performing the initial setup of the Unified Manager web UI
    • Adding clusters
    • Configuring Unified Manager to send alert notifications
      • Configuring event notification settings
      • Enabling remote authentication
      • Disabling nested groups from remote authentication
      • Adding authentication servers
      • Testing the configuration of authentication servers
      • Adding users
      • Adding alerts
    • EMS events that are added automatically to Unified Manager
    • Subscribing to ONTAP EMS events
    • Managing SAML authentication settings
      • Identity provider requirements
      • Enabling SAML authentication
    • Configuring the destination and schedule for database dump backups
    • Changing the local user password
    • Setting the session inactivity timeout
    • Changing the Unified Manager host name
      • Changing the Unified Manager virtual appliance host name
        • Generating an HTTPS security certificate
        • Restarting the Unified Manager virtual machine
      • Changing the Unified Manager host name on Linux systems
    • Enabling and disabling policy-based storage management
  • Using the maintenance console
    • What functionality the maintenance console provides
    • What the maintenance user does
    • Diagnostic user capabilities
    • Accessing the maintenance console
    • Accessing the maintenance console using the vSphere VM console
    • Maintenance console menus
      • Network Configuration menu
      • System Configuration menu
      • Support and Diagnostics menu
      • Additional menu options
    • Changing the maintenance user password on Windows
    • Changing the umadmin password on Linux systems
    • Changing the ports Unified Manager uses for HTTP and HTTPS protocols
    • Adding network interfaces
    • Adding disk space to the Unified Manager database directory
      • Adding space to the data directory of the Linux host
      • Adding space to the data disk of the VMware virtual machine
      • Adding space to the logical drive of the Microsoft Windows server
• Online help
  • Introduction to Active IQ Unified Manager
    • Introduction to Active IQ Unified Manager health monitoring
    • Unified Manager health monitoring features
    • Introduction to Active IQ Unified Manager performance monitoring
    • Unified Manager performance monitoring features
    • Using Unified Manager REST APIs
    • What the Unified Manager server does
      • How the discovery process works
      • Cluster configuration and performance data collection activity
      • What a data continuity collection cycle is
      • What the timestamp means in collected data and events
  • Understanding the user interface
    • Typical window layouts
    • Window layout customization
    • Using the Unified Manager Help
    • Bookmarking your favorite Help topics
    • Searching for storage objects
    • Exporting storage data as reports
    • Filtering inventory page content
    • Viewing active events from the notification bell
  • Monitoring and managing clusters from the dashboard
    • Fixing ONTAP issues directly from Unified Manager
      • What options do I have when I see the Fix It or Fix All button
      • Viewing the status of management actions you have chosen to fix
      • What ONTAP issues can Unified Manager fix
    • Dashboard page
  • Troubleshooting workloads using the workload analyzer
    • What data does the workload analyzer display
    • When would I use the workload analyzer
    • Using the workload analyzer
  • Managing events
    • What health events are
    • What performance events are
      • Sources of performance events
      • Types of system-defined performance threshold policies
    • What Active IQ platform events are
    • What Event Management System events are
      • EMS events that are added automatically to Unified Manager
    • What happens when an event is received
    • Configuring event notification settings
    • Viewing events and event details
    • Viewing unassigned events
    • Acknowledging and resolving events
    • Assigning events to specific users
    • Disabling unwanted events
    • Fixing issues using Unified Manager automatic remediations
    • Enabling and disabling Active IQ event reporting
    • Uploading a new Active IQ rules file
    • How Active IQ platform events are generated
    • Resolving Active IQ platform events
    • Subscribing to ONTAP EMS events
    • Configuring event retention settings
    • What a Unified Manager maintenance window is
      • Scheduling a maintenance window to disable cluster event notifications
      • Changing or canceling a scheduled maintenance window
      • Viewing events that occurred during a maintenance window
    • Managing host system resource events
    • Understanding more about events
      • Event state definitions
      • Description of event severity types
      • Description of event impact levels
      • Description of event impact areas
      • How object status is computed
      • Dynamic performance event chart details
      • Configuration changes detected by Unified Manager
    • List of events and severity types
      • Aggregate events
      • Cluster events
      • Disks events
      • Enclosures events
      • Fans events
      • Flash card events
      • Inodes events
      • Network interface (LIF) events
      • LUN events
      • Management station events
      • MetroCluster Bridge events
      • MetroCluster Connectivity events
      • MetroCluster switch events
      • NVMe Namespace events
      • Node events
      • NVRAM battery events
      • Port events
      • Power supplies events
      • Protection events
      • Qtree events
      • Service processor events
      • SnapMirror relationship events
      • SnapMirror and Vault relationship events
      • Snapshot events
      • SnapVault relationship events
      • Storage failover settings events
      • Storage services events
      • Storage shelf events
      • Storage VM events
      • User and group quota events
      • Volume events
      • Volume move status events
    • Description of event windows and dialog boxes
      • Notifications page
      • Event Management inventory page
      • Event details page
        • What the Event Information section displays
        • What the Suggested Actions section displays
        • What the System Diagnosis section displays
      • Event Setup page
      • Disable Events dialog box
  • Managing alerts
    • What alerts are
    • What information is contained in an alert email
    • Adding alerts
      • Guidelines for adding alerts
    • Adding alerts for performance events
    • Testing alerts
    • Enabling and Disabling alerts for Resolved and Obsolete events
    • Excluding disaster recovery destination volumes from generating alerts
    • Viewing alerts
    • Editing alerts
    • Deleting alerts
    • Description of alert windows and dialog boxes
      • Alert Setup page
      • Add Alert dialog box
      • Edit Alert dialog box
  • Managing health thresholds
    • What storage capacity health thresholds are
    • Configuring global health threshold settings
      • Configuring global aggregate health threshold values
      • Configuring global volume health threshold values
      • Configuring global qtree health threshold values
      • Configuring lag threshold settings for unmanaged protection relationships
    • Editing individual aggregate health threshold settings
    • Editing individual volume health threshold settings
    • Editing individual qtree health threshold settings
    • Description of health thresholds pages
      • Aggregate Thresholds page
      • Volume Thresholds page
      • Relationship Thresholds page
      • Qtree Thresholds page
      • Edit Aggregate Thresholds dialog box
      • Edit Volume Thresholds dialog box
      • Edit Qtree Thresholds dialog box
  • Managing performance thresholds
    • How user-defined performance threshold policies work
    • What happens when a performance threshold policy is breached
    • What performance counters can be tracked using thresholds
    • What objects and counters can be used in combination threshold policies
    • Creating user-defined performance threshold policies
    • Assigning performance threshold policies to storage objects
    • Viewing performance threshold policies
    • Editing user-defined performance threshold policies
    • Removing performance threshold policies from storage objects
    • What happens when a performance threshold policy is changed
    • What happens to performance threshold policies when an object is moved
    • Descriptions of the performance threshold policy pages
      • Performance Thresholds page
      • Create or Clone Performance Threshold Policy page
      • Edit Performance Threshold Policy page
      • Assign Performance Threshold Policy page
      • Clear Performance Threshold Policy page
  • Analyzing performance events
    • Displaying information about performance events
    • Analyzing events from user-defined performance thresholds
      • Responding to user-defined performance threshold events
    • Analyzing events from system-defined performance thresholds
      • Responding to system-defined performance threshold events
      • Responding to QoS policy group performance events
      • Understanding events from adaptive QoS policies that have a defined block size
      • Responding to node resources overutilized performance events
      • Responding to cluster imbalance performance events
    • Analyzing events from dynamic performance thresholds
      • Identifying victim workloads involved in a dynamic performance event
      • Identifying bully workloads involved in a dynamic performance event
      • Identifying shark workloads involved in a dynamic performance event
      • Performance event analysis for a MetroCluster configuration
        • Analyzing a dynamic performance event on a cluster in a MetroCluster configuration
        • Analyzing a dynamic performance event for a remote cluster on a MetroCluster configuration
      • Responding to a dynamic performance event caused by QoS policy group throttling
      • Responding to a dynamic performance event caused by a disk failure
      • Responding to a dynamic performance event caused by HA takeover
  • Resolving performance events
    • Confirming that the latency is within the expected range
    • Review the impact of configuration changes on workload performance
    • Options for improving workload performance from the client-side
    • Check for client or network issues
    • Verify whether other volumes in the QoS policy group have unusually high activity
    • Move logical interfaces (LIFs)
    • Run storage efficiency operations at less busy times
      • What storage efficiency is
    • Add disks and reallocate data
    • How enabling Flash Cache on a node can improve workload performance
    • How enabling Flash Pool on a storage aggregate can improve workload performance
    • MetroCluster configuration health check
    • MetroCluster configuration verification
    • Moving workloads to a different aggregate
    • Moving workloads to a different node
    • Moving workloads to an aggregate on a different node
    • Moving workloads to a node in a different HA pair
    • Moving workloads to another node in a different HA pair
    • Use QoS policy settings to prioritize the work on this node
    • Remove inactive volumes and LUNs
    • Add disks and perform aggregate layout reconstruction
  • Managing and monitoring clusters and cluster object health
    • Understanding cluster monitoring
      • Understanding node root volumes
      • Understanding events and thresholds for node root aggregates
      • Understanding quorum and epsilon
    • Viewing the cluster list and details
    • Checking the health of clusters in a MetroCluster configuration
    • Viewing the health and capacity status of All SAN Array clusters
    • Viewing the node list and details
    • Generating a hardware inventory report for contract renewal
    • Viewing the Storage VM list and details
    • Viewing the aggregate list and details
    • Viewing FabricPool capacity information
    • Viewing storage pool details
    • Viewing the volume list and details
    • Viewing details about NFS shares
    • Viewing details about SMB/CIFS shares
    • Viewing the list of Snapshot copies
    • Deleting Snapshot copies
    • Calculating reclaimable space for Snapshot copies
    • Description of cluster object windows and dialog boxes
      • Health: All Clusters view
      • Cluster health fields
      • Capacity: All Clusters view
      • Cluster capacity fields
      • Cluster / Health details page
      • Health: All Nodes view
      • Node health fields
      • Health: All Aggregates view
      • Aggregate health fields
      • Capacity: All Aggregates view
      • Aggregate capacity fields
      • Aggregate / Health details page
      • Health: All Storage VMs view
      • SVM health fields
      • Storage VM / Health details page
      • Storage Pool dialog box
      • Health: All Volumes view
      • Volume health fields
      • Capacity: All Volumes view
      • Volume capacity fields
      • Volume / Health details page
      • Capacity: All Qtrees view
      • Qtree capacity fields
      • Health: All NFS Shares view
      • NFS Shares health fields
      • Health: All SMB Shares view
      • SMB/CIFS Shares health fields
      • Export Policy Rules dialog box
      • Snapshot Copies on a Volume dialog box
  • Managing cluster security objectives
    • What security criteria is being evaluated
      • Cluster compliance categories
      • SVM compliance categories
      • Volume compliance categories
    • What does not compliant mean
    • Viewing high-level cluster security status
    • Viewing detailed security status for clusters and SVMs
    • Viewing security events that may require software or firmware updates
    • Viewing how user authentication is being managed on all clusters
    • Viewing the encryption status of all volumes
    • Viewing all active security events
    • Adding alerts for security events
    • Disabling specific security events
    • Security events
  • Monitoring VMware virtual infrastructure
    • Viewing and adding vCenter Server
    • Monitoring virtual machines
    • Viewing virtual infrastructure in a disaster recovery setup
  • Provisioning and managing workloads
    • Workloads overview
      • Viewing workloads
      • Assigning policies to workloads
      • Provisioning file share volumes
      • Provisioning LUNs
    • Managing Performance Service Levels
      • Creating and editing Performance Service Levels
    • Managing Storage Efficiency Policies
      • Creating and editing Storage Efficiency Policies
  • Managing reports
    • Understanding the view and report relationship
    • Types of reports
    • Report workflow
    • Reporting quick start
    • Using Excel to customize your report
    • Searching for a scheduled report
    • Downloading reports
    • Scheduling a report
    • Managing report schedules
    • Unified Manager databases accessible for custom reporting
    • Report Schedules page
  • Managing and monitoring MetroCluster configurations
    • Parts of a fabric MetroCluster configuration
      • Parts of a two-node SAS-attached stretch MetroCluster configuration
      • Parts of a two-node bridge-attached stretch MetroCluster configuration
    • Cluster connectivity status definitions
    • Data mirroring status definitions
    • Monitoring MetroCluster configurations
    • Monitoring MetroCluster replication
  • Managing quotas
    • What quota limits are
    • Viewing user and user group quotas
    • Creating rules to generate email addresses
    • Creating an email notification format for user and user group quotas
    • Editing user and group quota email addresses
    • Understanding more about quotas
      • Overview of the quota process
      • About quotas
      • Why you use quotas
    • Description of quotas dialog boxes
      • Email Notification Format page
      • Rules to Generate User and Group Quota Email Address page
  • Managing scripts
    • How scripts work with alerts
    • Adding scripts
    • Deleting scripts
    • Testing script execution
    • Enabling and disabling the ability to upload scripts
    • Supported Unified Manager CLI commands
    • Description of script windows and dialog boxes
      • Scripts page
      • Add Script dialog box
  • Managing annotations for storage objects
    • What annotations are
    • How annotation rules work in Unified Manager
    • Description of predefined annotation values
    • Viewing the annotation list and details
    • Adding annotations dynamically
    • Adding annotations manually to individual storage objects
    • Adding values to annotations
    • Creating annotation rules
    • Configuring conditions for annotation rules
    • Editing annotation rules
    • Reordering annotation rules
    • Deleting annotations
    • Deleting values from annotations
    • Deleting annotation rules
    • Description of Annotations windows and dialog boxes
      • Annotations page
      • Add Annotation dialog box
      • Edit Annotation dialog box
      • Add Annotation Rule dialog box
      • Edit Annotation Rule dialog box
      • Reorder Annotation Rule dialog box
      • Annotate Cluster dialog box
      • Annotate SVM dialog box
      • Annotate Volume dialog box
  • Managing and monitoring groups
    • Understanding groups
      • What a group is
      • How group rules work for groups
      • How group actions work on storage objects
    • Managing groups of storage objects
      • Adding groups
      • Deleting groups
      • Editing groups
      • Adding group rules
      • Editing group rules
      • Deleting group rules
      • Configuring conditions for group rules
      • Adding group actions
      • Editing group actions
      • Configuring volume health thresholds for groups
      • Deleting group actions
      • Reordering group actions
    • Description of groups windows and dialog boxes
      • Groups page
      • Add Group dialog box
      • Edit Group dialog box
      • Groups details page
      • Add Group Rule dialog box
      • Edit Group Rule dialog box
      • Add Group Action dialog box
      • Group action-volume thresholds section
      • Edit Group Action dialog box
      • Reorder Group Actions dialog box
  • Managing and monitoring protection relationships
    • Types of SnapMirror protection
    • Viewing volume protection relationships
    • Creating a SnapVault protection relationship from the Health: All Volumes view
    • Creating a SnapVault protection relationship from the Volume / Health details page
    • Creating a SnapMirror protection relationship from the Health: All Volumes view
    • Creating a SnapMirror protection relationship from the Volume / Health details page
    • Creating a SnapMirror relationship with version-flexible replication
    • Creating SnapMirror relationships with version-flexible replication with backup option
    • Configuring destination efficiency settings
    • Creating SnapMirror and SnapVault schedules
    • Creating cascade or fanout relationships to extend protection from an existing protection relationship
    • Editing protection relationships from the Volume Relationships page
    • Editing protection relationships from the Volume / Health details page
    • Creating a SnapMirror policy to maximize transfer efficiency
    • Creating a SnapVault policy to maximize transfer efficiency
    • Aborting an active data protection transfer from the Volume Relationships page
    • Aborting an active data protection transfer from the Volume / Health details page
    • Quiescing a protection relationship from the Volume Relationships page
    • Quiescing a protection relationship from the Volume / Health details page
    • Breaking a SnapMirror relationship from the Volume Relationships page
    • Breaking a SnapMirror relationship from the Volume / Health details page
    • Removing a protection relationship from the Volume Relationships page
    • Removing a protection relationship from the Volume / Health details page
    • Resuming scheduled transfers on a quiesced relationship from the Volume Relationships page
    • Resuming scheduled transfers on a quiesced relationship from the Volume / Health details page
    • Initializing or updating protection relationships from the Volume Relationships page
    • Initializing or updating protection relationships from the Volume / Health details page
    • Resynchronizing protection relationships from the Volume Relationships page
    • Resynchronizing protection relationships from the Volume / Health details page
    • Reversing protection relationships from the Volume Relationships page
    • Reversing protection relationships from the Volume / Health details page
    • Restoring data using the Health: All Volumes view
    • Restoring data using the Volume / Health details page
    • What resource pools are
    • Creating resource pools
    • Editing resource pools
    • Viewing resource pools inventory
    • Adding resource pool members
    • Removing aggregates from resource pools
    • Deleting resource pools
    • Understanding SVM associations
    • SVM and resource pool requirements to support storage services
    • Creating SVM associations
    • Viewing SVM associations
    • Deleting SVM associations
    • What jobs are
    • Monitoring jobs
    • Viewing job details
    • Aborting jobs
    • Retrying a failed protection job
    • Description of Protection relationships windows and dialog boxes
      • Resource Pools page
      • Create Resource Pool dialog box
      • Edit Resource Pool dialog box
      • Aggregates dialog box
      • Storage VM Associations page
      • Create Storage Virtual Machine Associations wizard
      • Jobs page
      • Job details page
      • Advanced Secondary Settings dialog box
      • Advanced Destination Settings dialog box
      • Restore dialog box
      • Browse Directories dialog box
      • Configure Protection dialog box
      • Create Schedule dialog box
      • Create SnapMirror Policy dialog box
      • Create SnapVault Policy dialog box
      • Edit Relationship dialog box
      • Initialize/Update dialog box
      • Resynchronize dialog box
      • Select Source Snapshot Copy dialog box
      • Reverse Resync dialog box
      • Relationship: All Relationships view
      • Relationship: Last 1 month Transfer Status view
      • Relationship: Last 1 month Transfer Rate view
  • Executing protection workflows using OnCommand Workflow Automation
    • Configuring a connection between Workflow Automation and Unified Manager
    • Removing OnCommand Workflow Automation setup from Unified Manager
    • What happens when OnCommand Workflow Automation is reinstalled or upgraded
    • Description of OnCommand Workflow Automation setup windows and dialog boxes
      • Workflow Automation page
  • Managing performance using performance capacity and available IOPS information
    • What performance capacity used is
    • What the performance capacity used value means
    • What available IOPS is
    • Viewing node and aggregate performance capacity used values
    • Viewing node and aggregate available IOPS values
    • Viewing performance capacity counter charts to identify issues
    • Performance capacity used performance threshold conditions
    • Using the performance capacity used counter to manage performance
  • Monitoring performance using the Performance Inventory pages
    • Object monitoring using the Performance object inventory pages
    • Refining Performance inventory page contents
      • Searching on Object Inventory Performance pages
      • Sorting on the Object Inventory Performance pages
      • Filtering data in the Object Inventory Performance pages
    • Understanding the Unified Manager recommendations to tier data to the cloud
    • Descriptions of the Performance inventory pages
      • Performance: All Clusters view
      • Cluster performance fields
      • Performance: All Nodes view
      • Node performance fields
      • Performance: All Aggregates view
      • Aggregate performance fields
      • Performance: All Storage VMs view
      • Storage VM performance fields
      • Performance: All Volumes view
      • Performance: Volumes in QoS Policy Group view
      • Volume performance fields
      • Performance: All LUNs view
      • Performance: LUNs in QoS Policy Group view
      • LUN performance fields
      • Performance: All NVMe Namespaces view
      • NVMe Namespace performance fields
      • Performance: All Network Interfaces view
      • Network Interface performance fields
      • Performance: All Ports view
      • Port performance fields
      • Performance: QoS Policy Groups view
      • QoS Policy Group fields
  • Monitoring cluster performance from the Performance Cluster Landing page
    • Understanding the Performance Cluster Landing page
    • Performance Cluster Landing page
      • Performance Cluster Summary page
        • Cluster performance events pane
        • Managed Objects pane
      • Top Performers page
  • Monitoring performance using the Performance Explorer pages
    • Understanding the root object
    • Apply filtering to reduce the list of correlated objects in the grid
    • Specifying a time range for correlated objects
      • Selecting a predefined time range
      • Specifying a custom time range
    • Defining the list of correlated objects for comparison graphing
    • Understanding counter charts
    • Types of performance counter charts
    • Selecting performance charts to display
    • Expanding the Counter Charts pane
    • Changing the Counter Charts focus to a shorter period of time
    • Viewing event details in the Events Timeline
    • Counter Charts Zoom View
      • Displaying the Counter Charts Zoom View
      • Specifying the time range in Zoom View
      • Selecting performance thresholds in Counter Charts Zoom View
    • Viewing volume latency by cluster component
    • Viewing SVM IOPS traffic by protocol
    • Viewing volume and LUN latency charts to verify performance guarantee
    • Viewing the performance for All SAN Array clusters
    • Viewing node IOPS based on workloads that reside only on the local node
    • Components of the Object Landing pages
      • Summary page
      • Components of the Performance Explorer page
    • Descriptions of the counter charts
      • Latency performance counter charts
      • IOPS performance counter charts
      • MB/s performance counter charts
      • Utilization performance counter chart
      • Performance Capacity Used performance counter charts
      • Available IOPS performance counter chart
      • Cache Miss Ratio performance counter chart
    • Descriptions of the Performance Explorer pages
      • Cluster/Performance Explorer page
      • Node/Performance Explorer page
      • Aggregate/Performance Explorer page
      • Storage VM/Performance Explorer page
      • Volume/Performance Explorer page
      • Constituent Volume/Performance Explorer page
      • LUN/Performance Explorer page
      • NVMe Namespace/Performance Explorer page
      • Network Interface/Performance Explorer page
      • Port/Performance Explorer page
      • Cluster/Performance Information page
      • Node/Performance Information page
      • Aggregate/Performance Information page
      • Storage VM/Performance Information page
      • Volume/Performance Information page
      • Constituent Volume/Performance Information page
      • LUN/Performance Information page
      • NVMe Namespace/Performance Information page
      • Network Interface/Performance Information page
      • Port/Performance Information page
  • Managing performance using QoS policy group information
    • How storage QoS can control workload throughput
    • Viewing all QoS policy groups available on all clusters
    • Viewing volumes or LUNs that are in the same QoS policy group
    • Viewing the QoS policy group settings applied to specific volumes or LUNs
    • Viewing performance charts to compare volumes or LUNs that are in the same QoS policy group
    • How different types of QoS policies are displayed in the throughput charts
    • Viewing workload QoS minimum and maximum settings in the Performance Explorer
  • Understanding and using the Node Failover Planning page
    • Using the Node Failover Planning page to determine corrective actions
    • Components of the Node Failover Planning page
    • Using a threshold policy with the Node Failover Planning page
    • Using the Performance Capacity Used Breakdown chart for failover planning
  • Collecting data and monitoring workload performance
    • Types of workloads monitored by Unified Manager
    • Workload performance measurement values
    • What the expected range of performance is
    • How the latency forecast is used in performance analysis
    • How Unified Manager uses workload latency to identify performance issues
    • How cluster operations can affect workload latency
    • Performance monitoring of MetroCluster configurations
      • Volume behavior during switchover and switchback
      • Performance event analysis and notification
      • How Unified Manager determines the performance impact for an event
      • Cluster components and why they can be in contention
      • Roles of workloads involved in a performance event
  • Managing backup and restore operations
    • Virtual appliance backup and restore process
    • Backup and restore using a MySQL database dump
      • Configuring the destination and schedule for database dump backups
      • What a database restore is
      • Restoring a MySQL database backup on a Linux system
      • Restoring a MySQL database backup on Windows
    • Backup and restore using NetApp Snapshots
      • Creating the volume where backups are stored
      • Specifying the destination location for Snapshot backups
      • Defining a schedule for Snapshot backups
      • Restoring a Snapshot backup
    • Description of backup windows and dialog boxes
      • Database Backup page
      • Backup Settings dialog box
  • Managing clusters
    • How the cluster discovery process works
    • Viewing the list of monitored clusters
    • Adding clusters
    • Editing clusters
    • Removing clusters
    • Rediscovering clusters
    • Page descriptions for data source management
      • Cluster Setup page
      • Add Cluster dialog box
      • Edit Cluster dialog box
  • Managing user access
    • Adding users
    • Editing the user settings
    • Viewing users
    • Deleting users or groups
    • Changing the local user password
    • What the maintenance user does
    • What RBAC is
    • What role-based access control does
    • Definitions of user types
    • Definitions of user roles
    • Unified Manager user roles and capabilities
    • Description of user access windows and dialog boxes
      • Users page
      • Add User dialog box
      • Edit User dialog box
  • Managing authentication
    • Enabling remote authentication
    • Disabling nested groups from remote authentication
    • Setting up authentication services
    • Adding authentication servers
    • Testing the configuration of authentication servers
    • Editing authentication servers
    • Deleting authentication servers
    • Authentication with Active Directory or OpenLDAP
    • Enabling SAML authentication
    • Identity provider requirements
    • Changing the identity provider used for SAML authentication
    • Disabling SAML authentication
    • Description of authentication windows and dialog boxes
      • Remote Authentication page
      • SAML Authentication page
  • Managing security certificates
    • Viewing the HTTPS security certificate
    • Generating an HTTPS security certificate
      • Restarting the Unified Manager virtual machine
    • Downloading an HTTPS certificate signing request
    • Installing an HTTPS security certificate
    • Page descriptions for certificate management
      • HTTPS Certificate page
      • Regenerate HTTPS Certificate dialog box
  • Managing feature settings
    • Policy-based storage management
    • API Gateway
    • Inactivity timeout
    • Active IQ portal events
  • Troubleshooting
    • Changing the Unified Manager host name
      • Changing the Unified Manager virtual appliance host name
      • Changing the Unified Manager host name on Linux systems
    • Adding disk space to the Unified Manager database directory
      • Adding space to the data disk of the VMware virtual machine
      • Adding space to the data directory of the Linux host
      • Adding space to the logical drive of the Microsoft Windows server
    • Changing the performance statistics collection interval
    • Changing the length of time Unified Manager retains event and performance data
    • Enabling periodic AutoSupport
    • Sending on-demand AutoSupport messages
    • AutoSupport page
    • Unknown authentication error
    • User not found
    • Issue with adding LDAP using Other authentication services
• Monitor and manage cluster performance
  • Introduction to Active IQ Unified Manager performance monitoring
    • Unified Manager performance monitoring features
    • Unified Manager interfaces used to manage storage system performance
    • Cluster configuration and performance data collection activity
    • What a data continuity collection cycle is
    • What the timestamp means in collected data and events
  • Navigating performance workflows in the Unified Manager GUI
    • Logging in to the UI
    • Graphical interface and navigational paths
      • Monitor cluster object navigation
      • Monitor cluster performance navigation
      • Event investigation navigation
    • Searching for storage objects
    • Filtering inventory page content
  • Understanding performance events and alerts
    • Sources of performance events
    • Performance event severity types
    • Configuration changes detected by Unified Manager
    • What happens when an event is received
    • What information is contained in an alert email
    • Adding alerts
    • Adding alerts for performance events
    • Types of system-defined performance threshold policies
  • Managing performance thresholds
    • How user-defined performance threshold policies work
    • What happens when a performance threshold policy is breached
    • What performance counters can be tracked using thresholds
    • What objects and counters can be used in combination threshold policies
    • Creating user-defined performance threshold policies
    • Assigning performance threshold policies to storage objects
    • Viewing performance threshold policies
    • Editing user-defined performance threshold policies
    • Removing performance threshold policies from storage objects
    • What happens when a performance threshold policy is changed
    • What happens to performance threshold policies when an object is moved
  • Monitoring cluster performance from the Dashboard
    • Understanding performance panels on the Dashboard
    • Performance banner messages and descriptions
    • Changing the performance statistics collection interval
  • Troubleshooting workloads using the workload analyzer
    • What data does the workload analyzer display
    • When would I use the workload analyzer
    • Using the workload analyzer
  • Monitoring cluster performance from the Performance Cluster Landing page
    • Understanding the Performance Cluster Landing page
    • Performance Cluster Landing page
      • Performance Cluster Summary page
        • Cluster performance events pane
        • Managed Objects pane
      • Top Performers page
  • Monitoring performance using the Performance Inventory pages
    • Object monitoring using the Performance object inventory pages
    • Refining Performance inventory page contents
      • Searching on Object Inventory Performance pages
      • Sorting on the Object Inventory Performance pages
      • Filtering data in the Object Inventory Performance pages
    • Understanding the Unified Manager recommendations to tier data to the cloud
  • Monitoring performance using the Performance Explorer pages
    • Understanding the root object
    • Apply filtering to reduce the list of correlated objects in the grid
    • Specifying a time range for correlated objects
      • Selecting a predefined time range
      • Specifying a custom time range
    • Defining the list of correlated objects for comparison graphing
    • Understanding counter charts
    • Types of performance counter charts
    • Selecting performance charts to display
    • Expanding the Counter Charts pane
    • Changing the Counter Charts focus to a shorter period of time
    • Viewing event details in the Events Timeline
    • Counter Charts Zoom View
      • Displaying the Counter Charts Zoom View
      • Specifying the time range in Zoom View
      • Selecting performance thresholds in Counter Charts Zoom View
    • Viewing volume latency by cluster component
    • Viewing SVM IOPS traffic by protocol
    • Viewing volume and LUN latency charts to verify performance guarantee
    • Viewing the performance for All SAN Array clusters
    • Viewing node IOPS based on workloads that reside only on the local node
    • Components of the Object Landing pages
      • Summary page
      • Components of the Performance Explorer page
  • Managing performance using QoS policy group information
    • How storage QoS can control workload throughput
    • Viewing all QoS policy groups available on all clusters
    • Viewing volumes or LUNs that are in the same QoS policy group
    • Viewing the QoS policy group settings applied to specific volumes or LUNs
    • Viewing performance charts to compare volumes or LUNs that are in the same QoS policy group
    • How different types of QoS policies are displayed in the throughput charts
    • Viewing workload QoS minimum and maximum settings in the Performance Explorer
  • Managing performance using performance capacity and available IOPS information
    • What performance capacity used is
    • What the performance capacity used value means
    • What available IOPS is
    • Viewing node and aggregate performance capacity used values
    • Viewing node and aggregate available IOPS values
    • Viewing performance capacity counter charts to identify issues
    • Performance capacity used performance threshold conditions
    • Using the performance capacity used counter to manage performance
  • Understanding and using the Node Failover Planning page
    • Using the Node Failover Planning page to determine corrective actions
    • Components of the Node Failover Planning page
    • Using a threshold policy with the Node Failover Planning page
    • Using the Performance Capacity Used Breakdown chart for failover planning
  • Collecting data and monitoring workload performance
    • Types of workloads monitored by Unified Manager
    • Workload performance measurement values
    • What the expected range of performance is
    • How the latency forecast is used in performance analysis
    • How Unified Manager uses workload latency to identify performance issues
    • How cluster operations can affect workload latency
    • Performance monitoring of MetroCluster configurations
      • Volume behavior during switchover and switchback
    • What performance events are
      • Performance event analysis and notification
      • How Unified Manager determines the performance impact for an event
      • Cluster components and why they can be in contention
      • Roles of workloads involved in a performance event
  • Analyzing performance events
    • Displaying information about performance events
    • Analyzing events from user-defined performance thresholds
      • Responding to user-defined performance threshold events
    • Analyzing events from system-defined performance thresholds
      • Responding to system-defined performance threshold events
      • Responding to QoS policy group performance events
      • Understanding events from adaptive QoS policies that have a defined block size
      • Responding to node resources overutilized performance events
      • Responding to cluster imbalance performance events
    • Analyzing events from dynamic performance thresholds
      • Identifying victim workloads involved in a dynamic performance event
      • Identifying bully workloads involved in a dynamic performance event
      • Identifying shark workloads involved in a dynamic performance event
      • Performance event analysis for a MetroCluster configuration
        • Analyzing a dynamic performance event on a cluster in a MetroCluster configuration
        • Analyzing a dynamic performance event for a remote cluster on a MetroCluster configuration
      • Responding to a dynamic performance event caused by QoS policy group throttling
      • Responding to a dynamic performance event caused by a disk failure
      • Responding to a dynamic performance event caused by HA takeover
  • Setting up a connection between a Unified Manager server and an external data provider
    • Performance data that can be sent to an external server
    • Setting up Graphite to receive performance data from Unified Manager
    • Configuring a connection from a Unified Manager server to an external data provider
• Monitor and manage cluster health
  • Introduction to Active IQ Unified Manager health monitoring
    • Unified Manager health monitoring features
    • Unified Manager interfaces used to manage storage system health
  • Common Unified Manager health workflows and tasks
    • Monitoring and troubleshooting data availability
      • Scanning for and resolving storage failover interconnect link down conditions
        • Performing corrective action for storage failover interconnect links down
      • Resolving volume offline issues
        • Performing diagnostic actions for volume offline conditions
          • Determining if a volume is offline because its host node is down
          • Determining if a volume is offline and its SVM is stopped because a node is down
          • Determining if a volume is offline because of broken disks in an aggregate
    • Resolving capacity issues
      • Performing suggested remedial actions for a full volume
    • Managing health thresholds
      • What storage capacity health thresholds are
      • Configuring global health threshold settings
        • Configuring global aggregate health threshold values
        • Configuring global volume health threshold values
        • Configuring global qtree health threshold values
        • Configuring lag threshold settings for unmanaged protection relationships
      • Editing individual aggregate health threshold settings
      • Editing individual volume health threshold settings
      • Editing individual qtree health threshold settings
    • Managing cluster security objectives
      • What security criteria is being evaluated
        • Cluster compliance categories
        • SVM compliance categories
        • Volume compliance categories
      • What does not compliant mean
      • Viewing high-level cluster security status
      • Viewing detailed security status for clusters and SVMs
      • Viewing security events that may require software or firmware updates
      • Viewing how user authentication is being managed on all clusters
      • Viewing the encryption status of all volumes
      • Viewing all active security events
      • Adding alerts for security events
      • Disabling specific security events
      • Security events
    • Managing backup and restore operations
      • Virtual appliance backup and restore process
      • Backup and restore using a MySQL database dump
        • Configuring the destination and schedule for database dump backups
        • What a database restore is
        • Restoring a MySQL database backup on a Linux system
        • Restoring a MySQL database backup on Windows
      • Backup and restore using NetApp Snapshots
        • Creating the volume where backups are stored
        • Specifying the destination location for Snapshot backups
        • Defining a schedule for Snapshot backups
        • Restoring a Snapshot backup
      • Migrating a Unified Manager virtual appliance to a Linux system
    • Managing scripts
      • How scripts work with alerts
      • Adding scripts
      • Deleting scripts
      • Testing script execution
    • Managing and monitoring groups
      • Understanding groups
        • What a group is
        • How group rules work for groups
        • How group actions work on storage objects
      • Adding groups
      • Editing groups
      • Deleting groups
      • Adding group rules
      • Editing group rules
      • Deleting group rules
      • Adding group actions
      • Editing group actions
      • Configuring volume health thresholds for groups
      • Deleting group actions
      • Reordering group actions
    • Prioritizing storage object events using annotations
      • Understanding more about annotations
        • What annotations are
        • How annotation rules work in Unified Manager
        • Description of predefined annotation values
      • Adding annotations dynamically
      • Adding values to annotations
      • Deleting annotations
      • Viewing the annotation list and details
      • Deleting values from annotations
      • Creating annotation rules
      • Adding annotations manually to individual storage objects
      • Editing annotation rules
      • Configuring conditions for annotation rules
      • Deleting annotation rules
      • Reordering annotation rules
    • What a Unified Manager maintenance window is
      • Scheduling a maintenance window to disable cluster event notifications
      • Changing or canceling a scheduled maintenance window
      • Viewing events that occurred during a maintenance window
    • Managing SAML authentication settings
      • Identity provider requirements
      • Enabling SAML authentication
      • Changing the identity provider used for SAML authentication
      • Updating SAML authentication settings after Unified Manager security certificate change
      • Disabling SAML authentication
      • Disabling SAML authentication from the maintenance console
    • Sending a Unified Manager support bundle to technical support
      • Accessing the maintenance console
      • Generating and uploading a support bundle
      • Retrieving the support bundle using a Windows client
      • Retrieving the support bundle using a UNIX or Linux client
      • Sending a support bundle to technical support
    • Tasks and information related to several workflows
      • Adding and reviewing notes about an event
      • Assigning events to specific users
      • Acknowledging and resolving events
      • Event details page
        • What the Event Information section displays
        • What the System Diagnosis section displays
        • What the Suggested Actions section displays
      • Description of event severity types
      • Description of event impact levels
      • Description of event impact areas
      • Cluster components and why they can be in contention
      • Adding alerts
      • Volume / Health details page
      • Storage VM / Health details page
      • Cluster / Health details page
      • Aggregate / Health details page
      • Adding users
      • Creating a database user
      • Definitions of user roles
      • Definitions of user types
      • Unified Manager user roles and capabilities
      • Generating an HTTPS security certificate
      • Supported Unified Manager CLI commands
• Protect and restore data
  • Creating, monitoring, and troubleshooting protection relationships
    • Types of SnapMirror protection
    • Setting up protection relationships in Unified Manager
      • Configuring a connection between Workflow Automation and Unified Manager
      • Verifying Unified Manager data source caching in Workflow Automation
      • What happens when OnCommand Workflow Automation is reinstalled or upgraded
      • Removing OnCommand Workflow Automation setup from Unified Manager
    • Performing a protection relationship failover and failback
      • Breaking a SnapMirror relationship from the Volume / Health details page
      • Reversing protection relationships from the Volume / Health details page
      • Removing a protection relationship from the Volume / Health details page
      • Resynchronizing protection relationships from the Volume / Health details page
    • Resolving a protection job failure
      • Identifying the problem and performing corrective actions for a failed protection job
    • Resolving lag issues
  • Managing and monitoring protection relationships
    • Viewing volume protection relationships
    • Creating a SnapVault protection relationship from the Health: All Volumes view
    • Creating a SnapVault protection relationship from the Volume / Health details page
    • Creating a SnapMirror protection relationship from the Health: All Volumes view
    • Creating a SnapMirror protection relationship from the Volume / Health details page
    • Creating a SnapMirror relationship with version-flexible replication
    • Creating SnapMirror relationships with version-flexible replication with backup option
    • Configuring destination efficiency settings
    • Creating SnapMirror and SnapVault schedules
    • Creating cascade or fanout relationships to extend protection from an existing protection relationship
    • Editing protection relationships from the Volume Relationships page
    • Editing protection relationships from the Volume / Health details page
    • Creating a SnapMirror policy to maximize transfer efficiency
    • Creating a SnapVault policy to maximize transfer efficiency
    • Aborting an active data protection transfer from the Volume Relationships page
    • Aborting an active data protection transfer from the Volume / Health details page
    • Quiescing a protection relationship from the Volume Relationships page
    • Quiescing a protection relationship from the Volume / Health details page
    • Breaking a SnapMirror relationship from the Volume Relationships page
    • Removing a protection relationship from the Volume Relationships page
    • Resuming scheduled transfers on a quiesced relationship from the Volume Relationships page
    • Resuming scheduled transfers on a quiesced relationship from the Volume / Health details page
    • Initializing or updating protection relationships from the Volume Relationships page
    • Initializing or updating protection relationships from the Volume / Health details page
    • Resynchronizing protection relationships from the Volume Relationships page
    • Reversing protection relationships from the Volume Relationships page
    • Restoring data using the Health: All Volumes view
    • Restoring data using the Volume / Health details page
    • What resource pools are
    • Creating resource pools
    • Editing resource pools
    • Viewing resource pools inventory
    • Adding resource pool members
    • Removing aggregates from resource pools
    • Deleting resource pools
    • Understanding SVM associations
    • SVM and resource pool requirements to support storage services
    • Creating SVM associations
    • Viewing SVM associations
    • Deleting SVM associations
    • What jobs are
    • Monitoring jobs
    • Viewing job details
    • Aborting jobs
    • Retrying a failed protection job
    • Description of Protection relationships windows and dialog boxes
      • Resource Pools page
      • Create Resource Pool dialog box
      • Edit Resource Pool dialog box
      • Aggregates dialog box
      • Storage VM Associations page
      • Create Storage Virtual Machine Associations wizard
      • Jobs page
      • Job details page
      • Advanced Secondary Settings dialog box
      • Advanced Destination Settings dialog box
      • Restore dialog box
      • Browse Directories dialog box
      • Configure Protection dialog box
      • Create Schedule dialog box
      • Create SnapMirror Policy dialog box
      • Create SnapVault Policy dialog box
      • Edit Relationship dialog box
      • Initialize/Update dialog box
      • Resynchronize dialog box
      • Select Source Snapshot Copy dialog box
      • Reverse Resync dialog box
      • Relationship: All Relationships view
      • Relationship: Last 1 month Transfer Status view
      • Relationship: Last 1 month Transfer Rate view
• Generate custom reports
  • Unified Manager reporting
    • Access points for generating reports
      • Unified Manager databases accessible for custom reporting
      • Unified Manager REST APIs that can be used for reporting
    • Understanding reports
    • Understanding the view and report relationship
    • Types of reports
    • Reporting limitations
  • Working with reports
    • Report workflow
    • Reporting quick start
    • Searching for a scheduled report
    • Customizing reports
      • Customizing columns
      • Filtering data
      • Sorting data
      • Using search to refine your view
      • Using Excel to customize your report
    • Downloading reports
  • Scheduling reports
    • Scheduling a report
      • Scheduling imported .rptdesign reports
    • Managing report schedules
      • Editing scheduled reports
      • Deleting scheduled reports
  • Sample custom reports
    • Customizing cluster storage reports
      • Creating a report to view capacity by cluster model
      • Creating a report to identify clusters with the most unallocated LUN capacity
      • Creating a report to view HA pairs with the most available capacity
      • Creating a report to view nodes running older versions of ONTAP
    • Customizing aggregate capacity reports
      • Creating a report to view aggregates reaching full capacity
      • Creating a report to view aggregates that are 80% or more full
      • Creating a report to view aggregates that are overcommitted
    • Customizing volume capacity reports
      • Creating a report to identify volumes nearing full capacity that have Snapshot Autodelete turned off
      • Creating a report to identify space used by volumes with thin provisioning disabled
      • Creating a report to identify volumes on FabricPool aggregates that should move data to the cloud tier
    • Customizing Qtree capacity reports
      • Creating a report to view qtrees that are nearly full
    • Customizing NFS share reports
      • Creating a report to view volumes that have an inaccessible mount path
      • Creating a report to view volumes that are using the default export policy
    • Customizing storage VM reports
      • Creating a report to view storage VMs reaching the maximum volume limit
      • Creating a report to view stopped storage VMs
    • Customizing volume relationship reports
      • Creating a report to group volume relationships by source of failure
      • Creating a report to group volume relationships by issue
      • Creating a report to view volume transfer trends at specific time intervals
      • Creating a report to view failed or successful volume transfer
      • Creating a report to view volume transfers based on transfer size
      • Creating a report to view volume transfers grouped by day
    • Customizing volume performance reports
      • Creating a report to view volumes with a high amount of cold data on an aggregate that is not FabricPool-enabled
  • Sample Microsoft Excel reports
    • Creating a report to show an aggregate capacity table and chart
    • Creating a report to show aggregate total versus available capacity charts
    • Creating a report to view available volume capacity charts
    • Creating a report to view aggregates that have the most available IOPS
• Manage storage using REST APIs
  • Getting started with Active IQ Unified Manager
    • Audience for this content
    • Active IQ Unified Manager API access and categories
    • REST services offered in Active IQ Unified Manager
    • API version in Active IQ Unified Manager
    • Storage resources in ONTAP
  • REST API access and authentication in Active IQ Unified Manager
    • HTTP status codes used in Active IQ Unified Manager
    • Recommendations for using the APIs for Active IQ Unified Manager
    • Logs for troubleshooting
    • Job objects asynchronous processes
    • Hello API server
  • Unified Manager REST APIs
    • Managing data centers
    • Accessing ONTAP APIs through proxy access
    • Performing administrative tasks
    • Managing users
    • Viewing Jobs
    • Viewing events and system details
    • Managing workloads
      • Viewing storage workloads
      • Managing access endpoints
      • Managing Active Directory mapping
      • Managing file shares
      • Managing LUNs
      • Managing Performance Service Levels
      • Managing Storage Efficiency Policies
  • Common workflows for storage management
    • Determining space issues in aggregates
    • Determining issues in storage objects using events
    • Troubleshooting ONTAP volumes by using gateway APIs
    • Workflows for workload management
      • Verifying SVMs on clusters
      • Provisioning CIFS and NFS file shares
      • Provisioning LUNs
      • Modifying storage workloads
        • Modifying an NFS file share to support CIFS
• Legal notices