Set Up Qumulo QF2 on AWS

Introduction

This document describes how-to setup an Amazon Web Services (AWS) cloud instance that serves the Qumulo QF2 enterprise storage filesystem. This procedure assumes that you have some experience with cloud computing technologies, Network File System (NFS) exports, Server Message Block (SMB) shares, and Linux.

To begin you will need an AWS account so that you can create an EC2 instance that will host Qumulo QF2 and the EBS storage volumes.

Google Chrome is recommended for these procedures.

Create an AWS Account

An AWS Free Tier account requires a credit card number, email address, phone number, and billing address. AWS states that your credit card is not charged unless you exceed the limits of the free tier.

The AWS instance that hosts the Qumulo QF2 cluster is not included in the free tier.
  1. Go to the AWS website.
  2. In the top-right corner and click Create an AWS Account.
  3. Follow the on-screen instructions to create your account.

If you are new to AWS refer to the AWS Identity and Access Management for information about how to secure your account.

Create an AWS Instance

In this section we will build the AWS instance, configure the storage, and add SSH keys so that we can login to the server. Refer to the Qumulo Launch QF2 for AWS website for details about the QF2 requirements for AWS instances.

  1. Login to your AWS Console and click AWS services, All services, EC2.
  2. In the section Create Instance click Launch Instance.
  3. On the left-side of the page click AWS Marketplace.
  4. In the search box type qumulo.
  5. Choose QF2 for AWS – Free Edition and click Select.
  6. From the pop-up dialog box, click Continue. You might need to scroll right in the dialog box to display the Continue button.
  7. Select an instance type, for this example m4.xlarge.
  8. To accept the default configuration, click Next on the bottom-right of the following pages: Configure Instance Details, Add Storage, Add Tags, and Configure Security Group.
  9. Click Review and Launch to view your configuration and make any necessary changes.
    • If you are using the AWS Free Tier, warning messages are displayed because your instance is not included in the free tier and the default network port settings are open to the world.
    • To resolve the network port settings warning, edit your security group and use an IP range or a single IP address that is part of your network.
  10. When you are satisfied with the configuration of your AWS instance, click Launch to start the instance. You will be prompted to provide an existing SSH key pair or create a new SSH key pair.

It will take approximately 10 minutes for the AWS instance to be created and become available. You might even see a launch failure message because your account needs to be verified. You can click the retry button or wait for the email confirmation that your Qumulo QF2 subscription was verified.

At the top of your AWS EC2 page click Connect to learn how you can connect to your instance. The console displays your instance information such as IP address and Instance ID. At the bottom of the page in the Description section you will find the public DNS address and IP information that you will use to connect to your AWS instance.

Configure the Qumulo Cluster

Connect to your Qumulo QF2 website and configure the storage cluster. After your Qumulo QF2 cluster is configured you can create NFS exports or SMB shares so that your users can read and write data files.

  1. Open Chrome and connect to your AWS instance’s public IP address, for example: https://1.2.3.4. Your QF2 site has a self-signed certificate and will notify you that the connection is not private.
  2. Click Advanced and then click Proceed to 1.2.3.4.
  3. Read and accept the Qumulo End User Agreement.
  4. Configure the application:
    • Name the cluster. A number is appended to the node name.
    • Enter your AWS Instance ID.
    • Create a Qumulo admin password.
  5. Click Create Cluster. The Qumulo cluster dashboard is displayed.

Create an NFS Export

To provide your users with network storage you need to create NFS exports and SMB shares. This example is an NFS export for a Linux or Mac computer. Windows computers use SMB shares and the process to create an SMB share is similar.

  1. Login to your Qumulo QF2 web interface.
  2. From the dashboard click Sharing, NFS Exports.
  3. On the right side of the screen click Create.
  4. Complete the NFS Export configuration page:
    • File system path – directory name and location in the QF2 file system.
    • Create new directory with inherited permissions – creates the file system directory if it does not exist.
    • Export path – the name used to connect to the NFS export.
    • Description – identifies the purpose of the NFS export.
    • Allowed IPs – the default is All but you can limit which IPs can connect to the NFS export.
    • User mapping – the default is no mapping.
    • Read-only – protects the filesystem so that users cannot change the data.

If the filesystem path does not exist in your Qumulo QF2 filesystem and you did not click the box to create a new directory an error is displayed.

Connect to an NFS Export

To connect to the NFS export from your Mac or Linux computer you will need a directory for a mount point. To create a directory and mount an NFS export you might need to prefix your commands with sudo.

  1. Launch your Mac or Linux command line terminal.
  2. Create a directory for the mount point:

    mkdir /mountnfs

  3. Connect to an NFS export using your AWS instance’s public IP and a QF2 export name:

    sudo mount -o rw -t nfs 1.2.3.4:/nfstest /mountnfs

  4. To view an NFS export, use the following commands:

    • df -H displays an NFS connection, amount of disk space, and the mount point.

      1.2.3.4:/nfstest 4.2T 38M 4.2T 1% 9256 1027595224 0% /mountnfs

    • mount displays an NFS connection and the mount point.

      1.2.3.4:/nfstest on /mountnfs (nfs)

    • ls -lah /mountnfs displays the contents of an NFS export that is mounted on your computer.

If you want to the NFS export to be persistent and reconnect after a reboot, refer to instructions for your operating system. For example, on a Mac you use the vifs command to edit `/etc/fstab` or for Linux, update the `/etc/fstab` file. Backup the file before you make changes so that you can recover from unexpected problems.
To unmount an NFS export from your Mac or Linux computer use the umount command, for example `umount /mountnfs`. To remove a persistent NFS mount use the commands for your operating system.

Edit or Delete an NFS Export

As your enterprise storage environment changes you might need to edit or delete an NFS export.

  1. Login to your Qumulo QF2 web interface.
  2. From the dashboard click Sharing, NFS Exports.
  3. Locate the NFS export that you need to edit or delete.

Edit

  1. On the right side of NFS Exports click the pencil icon.
  2. The NFS Export configuration page is displayed.
  3. Make the necessary changes such as Allowed IPs or whether the export is Read Only.
  4. Click Save.

Delete

Before you delete an NFS Export, verify that the data is backed up and not in use by your users.

  1. On the right side of NFS Exports click the trash can icon.
  2. Confirm the deletion and click Yes, Delete Export.

Conclusion

You now have a functional AWS EC2 instance that is available via SSH. And, a Qumulo QF2 file system with a functional web interface, NFS exports, and the ability to connect to those NFS exports with a Mac or Linux workstation.


Information Sources
Qumulo
Qumulo QF2
Amazon Web Services (AWS)
AWS Identity and Access Management
Network File System
Server Message Block (SMB)