MetroCluster® Management Guide
This content describes how to perform MetroCluster switchover and switchback operations, both in planned maintenance operations or in the event of a disaster.
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MetroCluster Documentation
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Install a fabric-attached MetroCluster
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Preparing for the MetroCluster installation
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Cabling a fabric-attached MetroCluster configuration
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Parts of a fabric MetroCluster configuration
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Installing and cabling MetroCluster components
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Configuring the FC switches
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Configuring Brocade FC switches with RCF files
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Configuring the Cisco FC switches with RCF files
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Configuring hardware for sharing a Brocade 6510 FC fabric during transition
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Configuring switch fabrics sharing between the 7-Mode and clustered MetroCluster configuration
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Planning and installing a MetroCluster configuration with array LUNs
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Installing and cabling the MetroCluster components in a configuration with array LUNs
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Cabling the FC-VI and HBA ports in a MetroCluster configuration with array LUNs
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Cabling storage arrays to FC switches in a MetroCluster configuration
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Switch zoning in a MetroCluster configuration with array LUNs
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Setting up ONTAP in a MetroCluster configuration with array LUNs
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Implementing a MetroCluster configuration with both disks and array LUNs
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Using the Active IQ Unified Manager and ONTAP System Manager for further configuration and monitoring
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Install a MetroCluster IP configuration
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Preparing for the MetroCluster installation
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Configuring the MetroCluster hardware components
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Cable the MetroCluster IP switches
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Configure the MetroCluster IP switches
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Configuring the MetroCluster software in ONTAP
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Configuring the ONTAP Mediator service for unplanned automatic switchover
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Install a stretch MetroCluster configuration
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Preparing for the MetroCluster installation
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Cabling a two-node SAS-attached stretch MetroCluster configuration
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Installing and cabling MetroCluster components for two-node SAS-attached stretch configurations
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Cabling a two-node bridge-attached stretch MetroCluster configuration
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Installing and cabling MetroCluster components
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Connections in a stretch MetroCluster configurations with array LUNs
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Using the Active IQ Unified Manager and ONTAP System Manager for further configuration and monitoring
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Install and Configure MetroCluster Tiebreaker
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Performing switchover, healing, and switchback
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Performing switchover for tests or maintenance
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Healing the configuration
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Healing the configuration in a MetroCluster FC configuration
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MetroCluster® Management Guide
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Maintain the MetroCluster components
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Performing FC-to-SAS bridge maintenance
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Performing FC switch maintenance and replacement
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Performing IP switch maintenance and replacement
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Hot-adding storage to a MetroCluster FC configuration
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Hot-adding SAS storage to a bridge-attached MetroCluster FC configuration
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Hot-adding a SAS disk shelf to a stack of SAS disk shelves
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Port assignments for FC switches
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Transition from MetroCluster FC to MetroCluster IP
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Transitioning nondisruptively from a MetroCluster FC to a MetroCluster IP configuration (ONTAP 9.8 and later)
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Preparing for transition from a MetroCluster FC to a MetroCluster IP configuration
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Transitioning from MetroCluster FC to MetroCluster IP configurations
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Disruptively transitioning from a two-node MetroCluster FC to a four-node MetroCluster IP configuration (ONTAP 9.8 and later)
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Upgrade or expand the MetroCluster configuration
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Expanding a two-node MetroCluster FC configuration to a four-node configuration
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Adding a new controller module to each cluster
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Installing and cabling the new controller module
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Configuring intercluster LIFs
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Expanding a four-node MetroCluster FC configuration to an eight-node configuration
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Recabling and zoning a switch fabric for the new nodes
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Configuring ONTAP on the new controllers
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Configuring the clusters into a MetroCluster configuration
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Configuring intercluster LIFs
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Recover from a disaster
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Recovering from a multi-controller or storage failure
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Preparing for switchback in a MetroCluster IP configuration
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Preparing for switchback in a MetroCluster FC configuration
Site
Sections
Sections
Sections
Sections
Sections
This page
Sections
Sections
Sections
Sections
- MetroCluster
- Release Notes
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Install a fabric-attached MetroCluster
- Deciding whether to use the Fabric-attached MetroCluster Installation and Configuration Guide
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Preparing for the MetroCluster installation
- Differences among the ONTAP MetroCluster configurations
- Cluster peering
- Considerations for MetroCluster configurations with native disk shelves or array LUNs
- Considerations when transitioning from 7-Mode to ONTAP
- Considerations for ISLs
- Considerations for using TDM/WDM equipment with fabric-attached MetroCluster configurations
- Requirements for using a Brocade DCX 8510-8 switch
- Considerations when using unmirrored aggregates
- Firewall usage at MetroCluster sites
- Choosing the correct installation procedure for your configuration
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Cabling a fabric-attached MetroCluster configuration
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Parts of a fabric MetroCluster configuration
- Required MetroCluster FC components and naming conventions
- Configuration worksheet for FC switches and FC-to-SAS bridges
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Installing and cabling MetroCluster components
- Racking the hardware components
- Cabling the new controller module’s FC-VI and HBA ports to the FC switches
- Cabling the ISLs between MetroCluster sites
- Port assignments for systems using two initiator ports
- Port assignments for FC switches when using ONTAP 9.0
- Port assignments for FC switches when using ONTAP 9.1 and later
- Cabling the cluster interconnect in eight- or four-node configurations
- Cabling the cluster peering connections
- Cabling the HA interconnect, if necessary
- Cabling the management and data connections
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Configuring the FC switches
- Installing FC-to-SAS bridges and SAS disk shelves
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Configuring hardware for sharing a Brocade 6510 FC fabric during transition
- Configuring the MetroCluster software in ONTAP
- Considerations for using virtual IP and Border Gateway Protocol with a MetroCluster configuration
- Testing the MetroCluster configuration
- Considerations when removing MetroCluster configurations
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Planning and installing a MetroCluster configuration with array LUNs
- Planning for a MetroCluster configuration with array LUNs
- Supported MetroCluster configuration with array LUNs
- Requirements for a MetroCluster configuration with array LUNs
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Installing and cabling the MetroCluster components in a configuration with array LUNs
- Racking the hardware components in a MetroCluster configuration with array LUNs
- Preparing a storage array for use with ONTAP systems
- Switch ports required for a MetroCluster configuration with array LUNs
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Cabling the FC-VI and HBA ports in a MetroCluster configuration with array LUNs
- Cabling the FC-VI and HBA ports in a two-node fabric-attached MetroCluster configuration with array LUNs
- Cabling the FC-VI and HBA ports in a four-node fabric-attached MetroCluster configuration with array LUNs
- Cabling the FC-VI and HBA ports in an eight-node fabric-attached MetroCluster configuration with array LUNs
- Cabling the ISLs in a MetroCluster configuration with array LUNs
- Cabling the cluster interconnect in eight- or four-node configurations
- Cabling the cluster peering connections
- Cabling the HA interconnect, if necessary
- Cabling the management and data connections
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Cabling storage arrays to FC switches in a MetroCluster configuration
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Switch zoning in a MetroCluster configuration with array LUNs
- Requirements for switch zoning in a MetroCluster configuration with array LUNs
- Example of switch zoning in a two-node MetroCluster configuration with array LUNs
- Example of switch zoning in a four-node MetroCluster configuration with array LUNs
- Example of switch zoning in an eight-node MetroCluster configuration with array LUNs
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Setting up ONTAP in a MetroCluster configuration with array LUNs
- Verifying and configuring the HA state of components in Maintenance mode
- Configuring ONTAP on a system that uses only array LUNs
- Setting up the cluster
- Installing the license for using array LUNs in a MetroCluster configuration
- Configuring FC-VI ports on a X1132A-R6 quad-port card on FAS8020 systems
- Assigning ownership of array LUNs
- Peering the clusters
- Mirroring the root aggregates
- Creating data aggregates on, implementing, and verifying the MetroCluster configuration
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Implementing a MetroCluster configuration with both disks and array LUNs
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Using the Active IQ Unified Manager and ONTAP System Manager for further configuration and monitoring
- Considerations when using ONTAP in a MetroCluster configuration
- Where to find additional information
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Install a MetroCluster IP configuration
- Deciding whether to use the MetroCluster IP Installation and Configuration Guide
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Preparing for the MetroCluster installation
- Differences among the ONTAP MetroCluster configurations
- Deciding between ONTAP Mediator and MetroCluster Tiebreaker
- Considerations for MetroCluster IP configurations
- Automatic drive assignment and ADP systems in ONTAP 9.4 and later
- Cluster peering
- ISL requirements
- Using layer 3 wide-area networks
- Sharing private layer 2 networks
- Using MetroCluster-compliant switches
- Using TDM/xWDM and encryption equipment with MetroCluster IP configurations
- Unmirrored aggregates in a MetroCluster IP configuration
- Firewall usage at MetroCluster sites
- Considerations for using virtual IP and Border Gateway Protocol with a MetroCluster configuration
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Configuring the MetroCluster hardware components
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Configuring the MetroCluster software in ONTAP
- Handling eight-node Configurations
- Gathering required information
- Similarities and differences between standard cluster and MetroCluster configurations
- Verifying the ha-config state of components
- Restoring system defaults on a controller module
- Manually assigning drives to pool 0
- Setting up ONTAP
- Configuring the clusters into a MetroCluster configuration
- Verifying switchover, healing, and switchback
- Configuring the MetroCluster Tiebreaker or ONTAP Mediator software
- Protecting configuration backup files
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Configuring the ONTAP Mediator service for unplanned automatic switchover
- Preparing to install the ONTAP Mediator service
- Installing or upgrading the ONTAP Mediator service
- Configuring the ONTAP Mediator service from a MetroCluster IP configuration
- Connecting a MetroCluster configuration to a different ONTAP Mediator instance
- Changing the ONTAP Mediator password
- Changing the ONTAP Mediator user name
- Uninstalling the ONTAP Mediator service
- Testing the MetroCluster configuration
- Considerations when removing MetroCluster configurations
- Considerations when using ONTAP in a MetroCluster configuration
- Where to find additional information
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Install a stretch MetroCluster configuration
- Deciding whether to use the Stretch MetroCluster Installation and Configuration Guide
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Preparing for the MetroCluster installation
- Choosing the correct installation procedure for your configuration
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Cabling a two-node SAS-attached stretch MetroCluster configuration
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Cabling a two-node bridge-attached stretch MetroCluster configuration
- Parts of a two-node bridge-attached stretch MetroCluster configuration
- Required MetroCluster hardware components and naming conventions for two-node bridge-attached stretch configurations
- Information gathering worksheet for FC-to-SAS bridges
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Installing and cabling MetroCluster components
- Installing FC-to-SAS bridges and SAS disk shelves
- Configuring the MetroCluster software in ONTAP
- Considerations for using virtual IP and Border Gateway Protocol with a MetroCluster configuration
- Testing the MetroCluster configuration
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Connections in a stretch MetroCluster configurations with array LUNs
- Considerations when removing MetroCluster configurations
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Using the Active IQ Unified Manager and ONTAP System Manager for further configuration and monitoring
- Considerations when using ONTAP in a MetroCluster configuration
- Transitioning from a stretch to a fabric-attached MetroCluster configuration
- Where to find additional information
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Install and Configure MetroCluster Tiebreaker
- Deciding whether to use the MetroCluster Tiebreaker Software Installation and Configuration Guide
- Overview of the Tiebreaker software
- Installing the Tiebreaker software
- Configuring the Tiebreaker software
- Configuring SNMP settings for Tiebreaker software
- Monitoring the MetroCluster configuration
- Risks and limitations of using MetroCluster Tiebreaker in active mode
- Firewall requirements for MetroCluster Tiebreaker
- Where to find additional information
- Understanding MetroCluster data protection and disaster recovery
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Performing switchover, healing, and switchback
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Performing switchover for tests or maintenance
- Verifying that your system is ready for a switchover
- Sending a custom AutoSupport message prior to negotiated switchover
- Performing a negotiated switchover
- Output for the storage aggregate plex show command is indeterminate after a MetroCluster switchover
- Confirming that the DR partners have come online
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Healing the configuration
- Performing a switchback
- Verifying a successful switchback
- Commands for switchover, healing, and switchback
- Monitoring the MetroCluster configuration
- Monitoring and protecting the file system consistency using NVFAIL
- Where to find additional information
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Maintain the MetroCluster components
- Deciding whether to use the MetroCluster Maintenance Guide
- Where to find procedures for MetroCluster maintenance tasks
- MetroCluster failure and recovery scenarios
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Performing FC-to-SAS bridge maintenance
- Support for FibreBridge 7600N bridges in MetroCluster configurations
- Support for FibreBridge 7500N bridges in MetroCluster configurations
- Enabling IP port access on the FibreBridge 7600N bridge if necessary
- Updating firmware on a FibreBridge bridge
- Replacing a single FC-to-SAS bridge
- Replacing a pair of FibreBridge 6500N bridges with 7600N or 7500N bridges
- Requirements for using other interfaces to configure and manage FibreBridge bridges
- Hot-replacing a failed power supply module
- In-band management of the FC-to-SAS bridges
- Securing or unsecuring the FibreBridge bridge
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Performing FC switch maintenance and replacement
- Upgrading or downgrading the firmware on a Brocade FC switch
- Upgrading or downgrading the firmware on a Cisco FC switch
- Upgrading to new Brocade FC switches
- Replacing a Brocade FC switch
- Renaming a Brocade FC switch
- Disabling encryption on Brocade FC switches
- Changing ISL properties, ISL ports, or the IOD/OOD configuration on a Brocade switch
- Replacing a Cisco FC switch
- Changing speed of ISL ports on a Cisco FC switch
- Adding lSLs to a Cisco switch
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Performing IP switch maintenance and replacement
- Adding, removing, or changing ISL ports nondisruptively
- Identifying storage in a MetroCluster IP configuration
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Hot-adding storage to a MetroCluster FC configuration
- Hot-adding a SAS disk shelf in a direct-attached MetroCluster FC configuration using SAS optical cables
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Hot-adding SAS storage to a bridge-attached MetroCluster FC configuration
- Hot-adding a stack of SAS disk shelves to an existing pair of FibreBridge 7500N bridges
- Hot-adding a stack of SAS disk shelves and bridges to a MetroCluster system
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Hot-adding a SAS disk shelf to a stack of SAS disk shelves
- Hot-adding an IOM12 disk shelf to a stack of IOM6 disk shelves in a bridge-attached MetroCluster configuration
- Hot-removing storage from a MetroCluster FC configuration
- Replacing a shelf nondisruptively in a stretch MetroCluster configuration
- Replacing a shelf nondisruptively in a fabric-attached MetroCluster configuration
- When to migrate root volumes to a new destination
- Moving a metadata volume in MetroCluster configurations
- Renaming a cluster in MetroCluster configurations
- Powering off and powering on a data center
- Powering off an entire MetroCluster IP configuration
- Powering off an entire MetroCluster FC configuration
- Reconfiguring an FC switch layout configured before ONTAP 9.x
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Port assignments for FC switches
- Using the Interoperability Matrix Tool to find MetroCluster information
- Where to find additional information
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Transition from MetroCluster FC to MetroCluster IP
- Supported platforms for nondisruptive transition
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Transitioning nondisruptively from a MetroCluster FC to a MetroCluster IP configuration (ONTAP 9.8 and later)
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Preparing for transition from a MetroCluster FC to a MetroCluster IP configuration
- Requirements for nondisruptive FC-to-IP transition
- How transition impacts the MetroCluster hardware components
- Workflow for nondisruptive MetroCluster transition
- Considerations for IP switches
- Switchover, healing, and switchback operations during nondisruptive transition
- Alert messages and tool support during transition
- Example naming in this procedure
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Transitioning from MetroCluster FC to MetroCluster IP configurations
- Verifying the health of the MetroCluster configuration
- Removing the existing configuration from the Tiebreaker or other monitoring software
- Generating and applying RCFs to the new IP switches
- Moving the local cluster connections
- Preparing the MetroCluster IP controllers
- Configure the MetroCluster for transition
- Moving the data to the new drive shelves
- Removing the MetroCluster FC controllers
- Completing the transition
- Sending a custom AutoSupport message after maintenance
- Restoring Tiebreaker or Mediator monitoring
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Disruptively transitioning from a two-node MetroCluster FC to a four-node MetroCluster IP configuration (ONTAP 9.8 and later)
- Disruptively transitioning from MetroCluster FC to MetroCluster IP when retiring storage shelves (ONTAP 9.8 and later)
- Disruptively transitioning when existing shelves are not supported on new controllers (ONTAP 9.8 and later)
- Moving an FC SAN workload from MetroCluster FC to MetroCluster IP nodes
- Moving Linux iSCSI hosts from MetroCluster FC to MetroCluster IP nodes
- Where to find additional information
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Upgrade or expand the MetroCluster configuration
- Choosing an upgrade or refresh method
- Upgrading controllers in a MetroCluster FC configuration using switchover and switchback
- Upgrading controllers in a MetroCluster IP configuration using switchover and switchback (ONTAP 9.8 and later)
- Refreshing a four-node MetroCluster FC configuration
- Refreshing a four-node MetroCluster IP configuration (ONTAP 9.8 and later)
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Expanding a two-node MetroCluster FC configuration to a four-node configuration
- Verifying the state of the MetroCluster configuration
- Sending a custom AutoSupport message before adding nodes to the MetroCluster configuration
- Zoning for the new controller ports when adding a controller module in a fabric-attached MetroCluster configuration
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Adding a new controller module to each cluster
- Preparing for the upgrade
- Clearing the configuration on a controller module
- Preparing cluster ports on an existing controller module
- Preparing the netboot server to download the image
- Setting the HA mode on the existing controller module
- Shutting down the existing controller module
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Installing and cabling the new controller module
- Powering up both controller modules and displaying the LOADER prompt
- Changing the ha-config setting on the existing and new controller modules
- Setting the partner system ID for both controller modules
- Booting the existing controller module
- Assigning disks to the new controller module
- Netbooting and setting up ONTAP on the new controller module
- Mirroring the root aggregate on the new controller
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Configuring intercluster LIFs
- Creating a mirrored data aggregate on each node
- Installing licenses for the new controller module
- Creating unmirrored data aggregates
- Installing the firmware after adding a controller module
- Refreshing the MetroCluster configuration with new controllers
- Enabling storage failover on both controller modules and enabling cluster HA
- Restarting the SVMs
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Expanding a four-node MetroCluster FC configuration to an eight-node configuration
- Determining the new cabling layout
- Racking the new equipment
- Verifying the health of the MetroCluster configuration
- Checking for MetroCluster configuration errors with Config Advisor
- Sending a custom AutoSupport message prior to adding nodes to the MetroCluster configuration
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Recabling and zoning a switch fabric for the new nodes
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Configuring ONTAP on the new controllers
- Clearing the configuration on a controller module
- Assigning disk ownership in AFF systems
- Assigning disk ownership in non-AFF systems
- Verifying the ha-config state of components
- Booting the new controllers and joining them to the cluster
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Configuring the clusters into a MetroCluster configuration
- Checking for MetroCluster configuration errors with Config Advisor
- Sending a custom AutoSupport message after to adding nodes to the MetroCluster configuration
- Verifying switchover, healing, and switchback
- Expanding a four-node MetroCluster IP configuration to an eight-node configuration
- Removing a Disaster Recovery group
- Where to find additional information
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Recover from a disaster
- Workflow for disaster recovery
- Performing a forced switchover after a disaster
- Choosing the correct recovery procedure
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Recovering from a multi-controller or storage failure
- Replacing hardware and booting new controllers
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Preparing for switchback in a MetroCluster IP configuration
- Setting required environmental variables in MetroCluster IP configurations
- Powering on the equipment at the disaster site (MetroCluster IP configurations)
- Configuring the IP switches (MetroCluster IP configurations)
- Verify storage connectivity to the remote site (MetroCluster IP configurations)
- Reassigning disk ownership for pool 1 disks on the disaster site (MetroCluster IP configurations)
- Booting to ONTAP on replacement controller modules in MetroCluster IP configurations
- Restoring connectivity from the surviving nodes to the disaster site (MetroCluster IP configurations)
- Verifying automatic assignment or manually assigning pool 0 drives
- Assigning pool 1 drives on the surviving site (MetroCluster IP configurations)
- Deleting failed plexes owned by the surviving site (MetroCluster IP configurations)
- Performing aggregate healing and restoring mirrors (MetroCluster IP configurations)
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Preparing for switchback in a MetroCluster FC configuration
- Verifying port configuration (MetroCluster FC configurations only)
- Configuring the FC-to-SAS bridges (MetroCluster FC configurations only)
- Configuring the FC switches (MetroCluster FC configurations only)
- Verifying the storage configuration
- Powering on the equipment at the disaster site
- Assigning ownership for replaced drives
- Performing aggregate healing and restoring mirrors (MetroCluster FC configurations)
- Reassigning disk ownership for root aggregates to replacement controller modules (MetroCluster FC configurations)
- Booting the new controller modules (MetroCluster FC configurations)
- Preparing the nodes for switchback in a mixed configuration (recovery during transition)
- Completing recovery
- Recovering from a non-controller failure
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