Deploying CloudFS as a Hyper-V Virtual Machine

This article provides instructions on how to deploy a Panzura CloudFS (CloudFS Node) as a Hyper-V Virtual Machine using Hyper-V Manager.

Minimum VM Requirements

The VM platform for the CloudFS Node must meet the following minimum requirements: 

  • CPU cores: 10  
  • RAM: 32-GB
  • Datastore: 2TB SSD

Prerequisites

  • Make sure to download Panzura CloudFS build (,vhd, .vhdx)
  • Obtain a license token from Panzura. You can skip this step if you have a secure environment with no external network connections.
  • Hyper-V Manager with minimum version of 10.0.14393.0

Create a Panzura CloudFS Node Hyper-V VM

  1. Ensure that you have the appropriate .vhd or .vhdx file and take note of the location
    Screen Shot 2022-01-29 at 1.40.39 PM
  2. Either create a new folder or take note of the destination folder where your Hyper-V VM and associated files will reside:Screen Shot 2022-01-29 at 1.42.45 PM
  3. Navigate to the Hyper-V Manager:Screen Shot 2022-01-29 at 1.44.34 PM
  4. Right click on your Hyper-V server, click “New” in the menu, then click “Virtual Machine” in the sub-menu:Screen Shot 2022-01-29 at 1.46.03 PM
  5. The “New Virtual Machine Wizard” will pop up. 
    Specify Name and Location – Choose a name and location for your VM and click the “Next >” button:Screen Shot 2022-01-29 at 1.47.48 PM
  6. Specify Generation – Choose Generation 1 (CloudFS currently only supports Hyper-V Generation 1 VMs) and click the “Next >” button:Screen Shot 2022-01-29 at 1.49.19 PM
  7. Assign Memory – choose the amount of memory for your VM. Please consult with your Panzura Cloud Architect to properly size for your environment. You may choose to utilize Dynamic Memory if you wish. When you are done, click the “Next >” button:Screen Shot 2022-01-29 at 1.53.07 PM
  8. Configure Networking – choose a network connection and click the “Next >” button: Screen Shot 2022-01-29 at 1.54.23 PM
  9. Connect Virtual Hard Disk – select “Use an existing virtual hard disk” and select the .vhd / .vhdx file from step 1 above. When you are ready, click the “Next >” button:
  10. Completing the New Virtual Machine Wizard – Review the settings and click “Finish”:
  11. Right click on your newly created CloudFS VM and click “Settings”:Screen Shot 2022-01-29 at 1.56.06 PM
  12. Settings – Click on “Processors” and choose the number of virtual processors. Please consult with your Panzura Cloud Architect to properly size your VM for your environment. Screen Shot 2022-01-29 at 1.57.25 PM
  13. Settings – Click on “SCSI Controller”, select “Hard Drive” and click the “Add” button:Screen Shot 2022-01-29 at 1.58.43 PM
  14. Settings – In the new Hard Drive options, select “Virtual hard disk” and click the “New” button:Screen Shot 2022-01-29 at 2.02.38 PM
  15. In the New Virtual Hard Disk Wizard, choose the appropriate disk format. Panzura recommends using “VHDX”. When you are ready, click “Next >”:Screen Shot 2022-01-29 at 2.03.55 PM
  16. Choose Disk Type, Panzura only supports Fixed size disk type – Choose “Fixed Size” and click the “Next >” button:Screen Shot 2022-01-29 at 2.07.16 PM
  17. Specify Name and Location – Type in the name and location of your new disk. Make sure the underlying drive type where your virtual disk will reside is SSD. When you are ready, click the “Next >” button:Screen Shot 2022-01-29 at 2.07.16 PM
  18. Choose a size for your hard disk and click the “Next >” button:Screen Shot 2022-01-29 at 2.08.29 PM
  19. Review the settings for your new disk. When you are ready, click the “Finish” button:Screen Shot 2022-01-29 at 2.10.33 PM
  20. You can see your newly created disk in the “Settings” window under “SCSI Controller”:Screen Shot 2022-01-29 at 2.31.46 PMRepeat steps 14-19 for each disk you would like. Your CloudFS requires at least two disks (one for metadata, one for cache). Please consult your Panzura Cloud Architect for appropriate sizing and quantity of disks for your environment. When you have completed the disk creation process, click the “OK” button. 

  21. Right click on your VM in the Hyper-V Manager and click “Start”: Screen Shot 2022-01-29 at 2.33.02 PM
  22. Right click on the VM and click “Connect”:Screen Shot 2022-01-29 at 2.34.01 PM
  23. When the VM has powered on, take note of the IP Address:Screen Shot 2022-01-29 at 2.35.03 PM

If your environment requires a static IP address or if DHCP is not available, acquire an unallocated IP address and set the IP address using the console.

Log in to the VM console and set the static IP address on the CloudFS Node.

Username: admin

Password: (password is admin)

cloudfs> enable

Password: (password is enable)

cloudfs# conf t

cloudfs(config)# mgmt-if-mode Static (Static must be capitalized)

cloudfs(config)# mgmt-if-addr 10.2.3.4. 255.255.255.0 10.2.3.1 (Static IP,

Net. Mask, Gateway)

cloudfs (config)# exit

cloudfs# write memory

cloudfs# logout

CloudFS Setup Wizard

The CloudFS Setup Wizard will walk you through all the steps required for completing deployment of your CloudFS. 

  1. Open your browser and navigate to the IP address from the previous step:

    https://CloudFS Node-ipaddr

    Use the following credentials:

    • Username: admin
    • Password: admin

    Click “LOG IN” to access the Setup Wizard:image42

  2. The Configuration Wizard page appears. Click the “START” button to begin the wizard setup:image43
  3. Read and accept the Panzura End User License Agreement (EULA). You must click I ACCEPT to proceed or exit without proceeding. Include your name, email address, company name and title. Click the “Next” button.image21
  4. Review the setup requirements, then click the “Next” button:image16
  5. Change the default password for the admin account to a secure password that meets your corporate policy for creating secure passwords. Your new password must be at least 8 characters in length. You must then re-enter your password in the next field. You will not be able to proceed if they do not match. Remember your password, as you will not be able to change or reset your password in the future without it.
  6. When you are ready, click the “Next” button:image17
  7. Configure Network Settings
    1. Network (Client & Cloud) Settings: If you have a single network interface for client (LAN) and cloud (WAN) traffic, select Shared Network. If the client and cloud traffic are on separate network interfaces, select Dedicated Network interface. This setting will display additional fields for you to enter the network information for cloud traffic.
    2. Client (LAN) Interface Settings: Select DHCP or Static. If you started off with DHCP but prefer to assign a static IP address, enter the following values:
      1. IP address
      2. Subnet mask
      3. Default gateway address
      4. Primary DNS server
      5. Secondary DNS server (optional)
    3. Proxy Server: This option is only supported for use with F5 products and specific object stores. Please check the Admin Guide for supported configurations. image24
  8. Configure System Settings.
    1. Hostname: This is the hostname of the CloudFS Node and should be unique and DNS resolvable.
    2. CloudFS Node Location: Enter a valid geographical address or latitude and longitude.
    3. Contact Email: Enter a valid email address.
    4. Domain Name: Enter the DNS domain to which this CloudFS Node belongs.
      When you are ready, click the “Next” button:image19
  9. Configure Panzura Licensing. Enter either your Panzura provided token or License Files and click the “Next” button:image22
  10. Configure Time Settings. Choose whether you would like to use a Network Time Protocol (NTP) server. You can enter up to 4 NTP servers, separated by commas. When you are ready, click the “Next” button:image20
  11. Configure Role Settings
    1. Configuration Mode: Select the CloudFS Node's role in the CloudFS:
      1. Master: This CloudFS Node is the first CloudFS Node you are setting up for the CloudFS. It will act as a configuration Master only. 
      2. Subordinate: This CloudFS Node is an active CloudFS Node (not an HA CloudFS Node), but is not the Master configuration CloudFS Node.
      3. HA-Local: This CloudFS Node will take over for a specific individual CloudFS Node if that CloudFS Node becomes unavailable.
      4. HA-Global: This CloudFS Node can take over for one of multiple CloudFS Nodes in the cluster that become unavailable.

        Note: If the CloudFS Node is a non-Master, the Master CloudFS Node Hostname field appears. You will need to enter the Master CloudFS Node’s hostname since the Subordinate will pull its configuration information from the Master. If Auto Failover is enabled, enter the shared hostname in this field. 
      1. Collaborative Mesh: Select Full Mesh or Hub & Spoke. This option is available if the CloudFS Node is a Master.
      2. Configure as a Key Master: This enabled by default on the Master and is not available for non-Master configuration modes. At the bottom of the page, click Export to export the “pairing.key”  file. When using the setup wizard to configure Subordinate or HA CloudFS Nodes, you will need to upload this key file onto those CloudFS Nodes. This will enable all the CloudFS Nodes in the cluster to securely communicate with each other using a uniquely specific authentication for your environment.
      3. Private Secure Site Mode: Enable this if there is no public internet access allowed for the CloudFS Node. 
      4. Support Assistance: Enable uploading of support logs to Panzura Support to remotely troubleshoot and resolve cases quickly. This is disabled if Private Secure Site Mode is enabled.
      5. Peer-to-Peer Authentication Key: If the CloudFS Node is a Master, export the key file and save it locally. An Upload button will appear for non-Master CloudFS Node configurations for you to upload the pairing.key file. This will enable the CloudFS Nodes to communicate with each other in the cluster. If it is a Master, there is an option to regenerate the key.

        When you are ready, click the “Next” button:image32
  12. Configure Datastore Allocation Settings.

    This section of the wizard allows you to assign datastores to metadata and cache. Panzura recommends SSDs or datastores with SSD-like high performance random access for metadata and cache. Consult your Panzura Cloud Architect for proper sizing for your environment. 

    For each attached disk, select:

    1. Media Type. This can be either HDD or SSD. 
    2. Datastore Type. This can be either Metadata or Cache. You must have at least one (1) drive for Metadata and one (1) drive for Cache.

      You can create new disks (see “Create a Panzura CloudFS Node Hyper-V VM” section of this document, steps 14-19) while in the CloudFS Setup Wizard. If you do so, you can click the “Discover New Disks” button to reveal them in the Datastore Allocation table. 

      When you are ready, click the “Next” button:image29
  13. Once a disk has been allocated for metadata or cache with the Panzura CloudFS, it cannot be re-allocated. 

    When you are ready, click the “Proceed” button:image31
  14. Configure Cloud Storage Provider (CSP)

    Enter the information for the cloud storage provider that this CloudFS Node will use to store the data in the cloud.

    Refer to the Panzura Admin Guide for details on the available cloud providers and the information required for each vendor to connect to the storage. The table also lists the network ports to leave open. See the online help for additional details.

    If you would prefer to configure the cloud storage provider settings later, select None. 

    When you are ready, click the “Next” button:image34
    Note: enter your desired path within the bucket. If the path doesn't exist, CloudFS will create it and use it to establish the file system. If the path does exist, CloudFS will use it.

    For subordinate and HA CloudFS Nodes, the CSP information will be retrieved from the Master CloudFS Node except for the secret key or password for cloud storage.

  15. Once you enter all the cloud credentials, you will see the following message to acknowledge before proceeding. 

    When you are ready, click the “Proceed” button:image38
  16. Configure Protocol Settings.

    Select protocols this CloudFS Node will support. Panzura supports SMB, NFS or both. For non-Master deployments, this information is retrieved from the Master.

    When you are ready, click the “Next” button:image30

  17. Enter Active Directory (AD) domain settings.
    1. AD Domain Name: Enter the Active Directory server name this CloudFS Node will use to authenticate users.
    2. NetBIOS: Optional.
    3. Domain Controller: Panzura recommends selecting “Any” in case the primary DNS fails.
    4. AD Administrator, AD Administrator Password: Enter the AD administrator login and password to connect this CloudFS Node to the AD server. 

      When you are ready, click the “Next” button:image33
  18. Review the settings and finish the wizard. You can select “Back” to make any changes or click the “Finish” button to complete the wizard:image36
  19. Once the wizard completes the CloudFS Node configuration, you will have the option to go to the main WebUI home page. 

    Click the “Proceed” button to go to the WebUI of the newly configured CloudFS Node:image37

  20. You are now able to access the WebUI of your Panzura CloudFS:image35