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Learn how to contributeInstalling, upgrading, and removing Unified Manager software
You can install Unified Manager, upgrade to a newer version, or remove the Unified Manager application.
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PDF of this doc site
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Perform configuration and administrative tasks
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Monitor and manage storage
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Monitor and manage cluster performance
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Monitor and manage cluster health
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Collection of separate PDF docs
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- Active IQ Unified Manager 9.13 docs
- Release notes
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Get started
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Install Unified Manager on VMware vSphere systems
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Introduction to Active IQ Unified Manager
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Requirements for installing Unified Manager
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Installing, upgrading, and removing Unified Manager software
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Install Unified Manager on Linux systems
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Introduction to Active IQ Unified Manager
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Requirements for installing Unified Manager
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Installing, upgrading, and removing Unified Manager software
- Overview of the installation process
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Setting up required software repositories
- SELinux requirements on NFS or CIFS share
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Installing Unified Manager on Linux systems
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Upgrading Unified Manager on Red Hat Enterprise Linux or CentOS
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Upgrading third-party products post Unified Manager installation
- Restarting Unified Manager
- Removing Unified Manager
- Removing the custom umadmin user and maintenance group
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Install Unified Manager on Windows systems
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Introduction to Active IQ Unified Manager
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Requirements for installing Unified Manager
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Installing, upgrading, and removing Unified Manager software
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Perform configuration and administrative tasks
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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
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Configuring Unified Manager to send alert notifications
- Changing the local user password
- Setting the session inactivity timeout
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Changing the Unified Manager host name
- Enabling and disabling policy-based storage management
- Configuring Unified Manager backup
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Managing feature settings
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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
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Maintenance console menus
- 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
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Adding disk space to the Unified Manager database directory
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Managing user access
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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
- SAML Authentication page
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Managing authentication
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Managing security certificates
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Monitor and manage storage
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Introduction to Active IQ Unified Manager
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Understanding the user interface
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Monitoring and managing clusters from the dashboard
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Managing clusters
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Monitoring VMware virtual infrastructure
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Provisioning and managing workloads
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Managing and monitoring MetroCluster configurations
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Managing quotas
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Troubleshooting
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Manage events and alerts
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Managing events
- What Active IQ platform events are
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What Event Management System events are
- What happens when an event is received
- 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
- Configuring event retention settings
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What a Unified Manager maintenance window is
- Managing host system resource events
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Understanding more about events
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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
- Asynchronous Mirror 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
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Description of event windows and dialog boxes
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Managing alerts
- What alerts are
- What information is contained in an alert email
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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
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Description of alert windows and dialog boxes
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Managing scripts
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Monitor and manage cluster performance
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Introduction to Active IQ Unified Manager performance monitoring
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Navigating performance workflows in the Unified Manager GUI
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Monitoring cluster performance from the Dashboard
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Troubleshooting workloads using the workload analyzer
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Monitoring cluster performance from the Performance Cluster Landing page
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Monitoring performance using the Performance Inventory pages
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Monitoring performance using the Performance Explorer pages
- Understanding the root object
- Apply filtering to reduce the list of correlated objects in the grid
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Specifying a time range for correlated objects
- 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
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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
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Components of the Object Landing pages
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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
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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
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Understanding and using the Node Failover Planning page
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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
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Understanding performance events and alerts
- Sources of performance events
- Performance event severity types
- Configuration changes detected by Unified Manager
- Types of system-defined performance threshold policies
- 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
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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
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Analyzing performance events
- Displaying information about performance events
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Analyzing events from user-defined performance thresholds
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Analyzing events from system-defined performance thresholds
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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
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Performance event analysis for 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
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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)
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Run storage efficiency operations at less busy times
- 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
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Setting up a connection between a Unified Manager server and an external data provider
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Monitor and manage cluster health
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Introduction to Active IQ Unified Manager health monitoring
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Managing and monitoring clusters and cluster object health
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Understanding cluster monitoring
- 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 or 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
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Common Unified Manager health workflows and tasks
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Monitoring and troubleshooting data availability
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Resolving capacity issues
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Managing health thresholds
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Managing cluster security objectives
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What security criteria is being evaluated
- What does not compliant mean
- Viewing detailed security status for clusters and storage VMs
- 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 the anti-ransomware status of all volumes and storage VMs
- Viewing all active security events
- Adding alerts for security events
- Disabling specific security events
- Security events
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Managing backup and restore operations
- Backup and restore for Unified Manager on virtual appliance
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Backup and restore using a MySQL database dump
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Backup and restore using NetApp Snapshots
- On-demand backup for Unified Manager
- Migrating a Unified Manager virtual appliance to a Linux system
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Managing scripts
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Managing and monitoring groups
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Prioritizing storage object events using annotations
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Understanding more about annotations
- 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
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Sending a support bundle through web UI and maintenance console
- Sending AutoSupport messages and support bundles 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
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Tasks and information related to several workflows
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Protect and restore data
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Creating and troubleshooting protection relationships
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Managing and monitoring protection relationships
- Viewing volume protection status
- Viewing volume protection relationships
- Monitoring LUNs in a Consistency Group relationship
- Creating a SnapVault protection relationship from the All Volumes view
- Creating a SnapVault protection relationship from the Volume health details page
- Creating a SnapMirror protection relationship from the 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 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
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Monitoring Storage VM Disaster Recovery protection relationships
- Understanding Storage VM Associations
- SVM and resource pool requirements to support storage services
- What jobs are
- Monitoring jobs
- Viewing job details
- Aborting jobs
- Retrying a failed protection job
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Description of Protection relationships windows and dialog boxes
- Resource Pools page
- Create Resource Pool dialog box
- Edit Resource Pool dialog box
- Aggregates dialog box
- 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 or Update dialog box
- Resynchronize dialog box
- Select Source Snapshot Copy dialog box
- Reverse Resync dialog box
- All Relationships view
- Last 1 month Transfer Status view
- Last 1 month Transfer Rate view
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Generate custom reports
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Unified Manager reporting
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Working with reports
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Scheduling reports
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Sample custom reports
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Customizing cluster storage reports
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Customizing aggregate capacity reports
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Customizing volume capacity reports
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Customizing Qtree capacity reports
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Customizing NFS share reports
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Customizing storage VM reports
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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
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Customizing volume performance reports
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Sample Microsoft Excel reports
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Manage storage using REST APIs
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Getting started with Active IQ Unified Manager
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REST API access and authentication in Active IQ Unified Manager
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Unified Manager REST APIs
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Common workflows for storage management
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- Legal notices