Hyper-V
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Article summary

Installing the CTERA Edge Filer in a Hyper-V Environment

Installing the CTERA Edge Filer involves creating and configuring a virtual machine and then performing an initial configuration, described in First Time Setup.

The edge filer can be installed in a Microsoft Hyper-V environment:

  • Hyper-V for Windows Servers 2016 and higher.
  • Access to the *.vhd file from the Hyper-V Manager

Contact CTERA, and request the latest VHD gateway disk image.

Warning

The CTERA Edge Filer installation must be done using the vhd file and not by cloning an existing CTERA Edge Filer.

To install the CTERA Edge Filer in a Hyper-V environment:

  1. Open the Hyper-V Manager.
  2. Right-click the hypervisor and click New > Virtual Machine.
    image.png
    The New Virtual Machine Wizard opens, displaying the Before You Begin or the Specify Name and Location window.
  3. If the Before You Begin window is displayed, click Next.
    The Specify Name and Location window is displayed.
    image.png
  4. Enter a name for the virtual machine and if wanted, change the default location for the virtual machine.
  5. Click Next.
    The Specify Generation window is displayed.
    image.png
  6. Select the Generation 1 option and click Next.
    The Assign Memory window is displayed.
    image.png
  7. Specify the RAM for the machine.
  8. Make sure Use Dynamic Memory for this virtual machine is unchecked.
  9. Click Next.
    The Configure Networking window is displayed.
    image.png
  10. Select the network from the Connection drop-down list and click Next.
    The Connect Virtual Hard Disk window is displayed.
    image.png
  11. Select the Use an existing virtual hard disk option and browse to the vhd file received from CTERA.
    image.png
  12. Click Next.
    The Completing the New Virtual Machine Wizard window is displayed.
  13. Click Finish.
  14. Right-click the new virtual machine and select Settings.
    image.png
    1. Optionally, select Processor in the Hardware list and change the Number of virtual processors value, based on the edge filer requirements.
    2. Click Apply.
    3. Select SelectSCSI Controller in the Hardware list and select Hard Drive and click Add.
      image.png
    4. Click New.
      The New Virtual Hard Disk Wizard is displayed.
      image.png
    5. Click Next and make sure the VHDX disk format is selected.
    6. Click Nextand select the virtual disk type.
      If you are not likely to increase the disk size, choose Fixed size otherwise, choose Dynamically expanding
      image.png
      Note

      Using a dynamically expanding, thin provisioned, disk is initially very slow to format the disk. CTERA recommends that the maximum storage is defined as a single Fixed size disk.

    7. Click Next and specify a name and location for the disk.
    8. Click Next and configure the disk.
      image.png
    9. Specify the disk size. CTERA recommends storage of at least 20% of the CTERA 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.
      Note

      CTERA recommends that the maximum storage is defined as a single disk. A Microsoft Hyper-V host limits disks to a maximum of 64TB. To support storage greater than 64TB, you need to create multiple disks, each less than 64TB, and then create a volume combining the disks in the CTERA Edge Filer user interface.

    10. Click Next to review the disk details and then click Finish.
    11. Click Apply and then OK.
  15. Right-click the virtual machine and click Start.

To get the virtual machine IP address:

  1. Access the virtual machine.
    The following login screen is displayed:
    image.png
  2. Login in with the username setup and no password, as instructed.
    Using DHCP, after a few seconds the IP address to access the CTERA Edge Filer in a browser is displayed in the top right of the console.
    image.png

To set a static IP address:

  1. Access the virtual machine.
    The following login screen is displayed:
    image.png
  2. Login in with the username setup and no password, as instructed.
    The console is displayed.
    image.png
  3. Click in the console to transfer the keyboard control to the console and, if necessary, use the arrow keys to scroll to Network settings.
  4. Press Enter.
    image.png
  5. Select Static IP mode and press OK.
  6. Complete the configuration for static mode by entering the static IP, netmask, default CTERA Edge Filer IP and the primary and secondary DNS server IPs.
  7. Press OK.

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