Swarm Basic Deployment
Following is a high-level view of the nature and order of tasks that need to be performed for a full-stack Swarm implementation.
Phase 1: Prepare Environment
The work to prepare the environment must be completed before adding any Swarm components:
Rack and stack hardware designated for Swarm, replacing and upgrading as needed. (See https://perifery.atlassian.net/wiki/spaces/public/pages/2443808733)
Upgrade firmware to latest versions:
All servers
All disk controllers
All disk drives
Configure networking and switches (see https://perifery.atlassian.net/wiki/spaces/public/pages/2443808513), including the following:
VLAN configuration
IGMP snooping disabled (or IGMP querier implemented)
Configure IPMI management.
Provide access for the storage cluster to phone home. (See )
Verify the servers and base operating systems meet the Swarm system requirements. (See and )
Configure IPMI (remote server management)
Complete licenses and agreements
Obtain any needed storage capacity and capability licenses from DataCore. (See )
A user in the organization must register the Red Hat license and accept the EULA if installing or updating RHEL.
Accept the DataCore EULA.
Phase 2: Platform Server and Storage Cluster
Swarm Platform Server is installed and configured first, so it can install Storage nodes on the designated hardware.
Install Platform Server. (See )
Configure Platform Server to integrate with the environment.
Configure Platform Server to boot the current version of Swarm Storage.
Boot the Storage nodes and configure the cluster-wide settings. (See )
Install the Swarm Storage UI. (See )
Verify the storage cluster is operational: read, write, and delete test objects
Optional: Install the open-source components to make use of Swarm's exports to Prometheus. (See )
Phase 3: Elasticsearch
Install and configure an Elasticsearch cluster on designated hardware, providing the Storage cluster the search and metrics capabilities.
Base install the chosen operating system (RHEL/Centos 7.9).
Install Elasticsearch nodes on designated hardware. (See )
Configure Elasticsearch based on DataCore recommendations. (See )
Create a Search feed to populate the Elasticsearch metadata index. (See )
Configure Elasticsearch Curator and Swarm Metrics. (See )
Phase 4: Content Gateway
Install and configure Content Gateways, which provide the primary access to the Storage cluster.
Base install the chosen operating system (RHEL/Centos 7.9).
Install the Content Gateway. See
Install the Content UI. See
Configure basic gateway setup for verification and initialization of primary domain. See and
Verify the Gateway is operational: read, write, and delete test objects using the Content UI, S3, and SCSP.
Create the initial domains, with policy definitions. See
Phase 5: Swarm Clients
As fits with the implementation plan, extend access to Swarm storage by installing one or more Swarm client applications, such as the following:
Optional Swarm Components
These are optional Swarm components, each with separate distribution packaging and licensing.
Phase 6: Post-Installation
Conduct performance measurement and tuning.
Test and debug third-party/custom applications and integration.
Train administrators and staff.
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