Installing the CTERA Edge Filer

To create the CTERA Edge Filer (Gateway) instance in Azure:

1. Log in to your Azure portal and access the Images service to display the image obtained from CTERA support.
   The list of available images is displayed.

2. Click the image for the CTERA Edge Filer.
   The image details are displayed.
   

3. Click Create VM.
   The Create a virtual machine window is displayed.
   

4. Enter the following in the Basics tab for the virtual machine.
   Resource group – The resource group to be used. The resource group must use premium storage.
   Virtual machine name – A name to uniquely identify the virtual machine.
   Region – The region to host the virtual machine.
   Size – Click See all sizes to specify the size of the storage used for the edge filer software.
   The Select a VM size window is displayed.
   

   1. Select a VM that matches your requirements. The size you select should be dependent on the license.

      License	Maximum vCPUs	Maximum Memory
      EV16	4	8GB
      EV32	8	16GB
      EV64	16	32GB
      EV128	32	64GB
      EV256	64	128GB

      The edge filer software requires less than 1GB SSD storage. CTERA limits the number of data disks for a gateway to 16.

   2. Click Select.

   Authentication type – Choose either SSH public key or Password. The tab changes dependent on this choice to enable entering the SSH public key or a password and confirmation password. Make a note of any password entered, as it is used to log on to the gateway instance.
   Username – A name to access the virtual machine. This is an administrator name that can access the gateway.

   Note

   Once the virtual machine has been fully configured, CTERA provides a user name and password, but this user name can also be used.

   Public inbound ports – Choose the None option. Inbound and outbound ports will be added later.
   Leave the other values with their defaults.

5. Click the Disks tab, or click Next: Disks.
   

6. Set the OS disk type.

7. Under Data disks, click Create and attach a new disk.
   The Create a new disk window is displayed.
   

8. Enter a unique name to identify the disk.

9. Click Change size and enter the storage type and size of the disk. You can add more than one disk, up to the number allowed for the size of selected virtual machine. When configured as a Caching Gateway, CTERA recommends storage at least 20% of the Portal Global Name Space. The maximum storage is dependent on the license.

   • For an EV16 license the maximum is 16TB.
   • For an EV32 license the maximum is 32TB.
   • For an EV64 license the maximum is 64TB
   • For an EV128 license the maximum is 128TB.
   • For an EV256 license the maximum is 256TB.

   Click OK.

10. Leave the Source type value as None and click OK.

11. Click the Networking tab, or click Next: Networking.

12. Set the network and subnet details to access the gateway.

13. Click the Review + Create tab, or click Review + Create.
    

14. Review the virtual machine details and click Create.
    The machine is deployed, which can take a few minutes.
    
    The machine is started automatically.

15. Either, Click Go to resource to display the edge filer details.
    The virtual machine includes the OS disk and the added data disks, which are used for the edge filer data.

16. Note the Public IP address.

17. In the options for the virtual machine in the left pane, click Networking, under Settings, to add inbound and outbound port rules.

18. For the Inbound port rules tab, click Add inbound port rule.
    The Add inbound security rule pane is displayed.

19. Add the following inbound port rules and clicking Add after adding each rule:

    Name	Protocol	Port
    HTTP	TCP	80
    HTTPS	TCP	443
    NetBIOS	TCP	139
    NetBIOS	UDP	139
    AURP	TCP	387
    AURP	UDP	387
    SMB	TCP	445
    SMB	UDP	445
    AFP	TCP	548
    Rsync	TCP	873
    CTTP	TCP	995

20. For the Outbound port rules tab, click Add outbound port rule.
    The Add outbound security rule pane is displayed.

21. Add the same ports as you added for the inbound security rules.

    Note

    You need to change the Name field, as it was used for the inbound port. For example:

    Name	Protocol	Port
    HTTP1	TCP	80
    HTTPS1	TCP	443
    NetBIOS1	TCP	139
    NetBIOS1	UDP	139