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Open Fabric
Manager
Implementation
Khalid Ansari
kmansari@us.ibm.com
IBM Advanced Technical Support
Mike Nolterieke
mikenol@us.ibm.com
IBM Customer Experience
Dave Pierson
davepierson@us.ibm.com
IBM Network Transformation Center
IBM BladeCenter Open Fabric Manager Implementation
Revision History
1.0 – June 4, 2008 Initial Version
Notices:
This paper is intended to provide information regarding IBM BladeCenter Open Fabric Manager. It discusses findings based on
configurations that were created and tested under laboratory conditions. These findings may not be realized in all customer
environments, and implementation in such environments may require additional steps, configurations, and performance analysis.
The information herein is provided “AS IS” with no warranties, express or implied. This information does not constitute a
specification or form part of the warranty for any IBM or non-IBM products.
Information in this document was developed in conjunction with the use of the equipment specified, and is limited in application to
those specific hardware and software products and levels.
The information contained in this document has not been submitted to any formal IBM test and is distributed as is. The use of this
information or the implementation of these techniques is a customer responsibility and depends on the customer’s ability to evaluate
and integrate them into the customer’s operational environment. While each item may have been reviewed by IBM for accuracy in a
specific situation, there is no guarantee that the same or similar results will be obtained elsewhere. Customers attempting to adapt
these techniques to their own environments do so at their own risk.
IBM may not officially support techniques mentioned in this document. For questions regarding officially supported techniques,
please refer to the product documentation, announcement letters, or contact the IBM Support Line at 1-800-IBM-SERV.
This document makes references to vendor-acquired applications or utilities. It is the customer responsibility to obtain licenses of
these utilities prior to their usage.
© Copyright International Business Machines Corporation 2008. All rights reserved. U.S. Government Users Restricted Rights
– Use, duplication, or disclosure restricted by GSA ADP Schedule Contract with IBM Corp.
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Table of Contents
Table of Contents.......................................................................................................................................... 3
Executive Overview....................................................................................................................................... 4
Technical Analysis ........................................................................................................................................ 5
Hardware ................................................................................................................................................... 5
Firmware Prerequisites ............................................................................................................................. 5
Configure Blade to Boot from SAN............................................................................................................ 5
Disable the internal hard drive (IDE/SCSI/SATA/SAS) ......................................................................... 5
Configure the HBA to boot from SAN........................................................................................................ 7
Implementing IO Virtualization with BladeCenter Open Fabric Manager ................................................... 10
Initial BOFM Setup .................................................................................................................................. 10
Method 1: Using AMM ......................................................................................................................... 10
Method 2: Using the Advanced BOFM GUI......................................................................................... 15
Verifying the Initial BOFM configuration .................................................................................................. 19
Implementing Automatic Failover Function with Advanced BladeCenter Open Fabric Manager ........... 21
SAN Zoning ............................................................................................................................................. 34
Configure Storage Subsystem ................................................................................................................ 39
OS Installation ......................................................................................................................................... 45
Testing Automatic Failover...................................................................................................................... 46
Advanced BladeCenter Open Fabric Manager Console GUI Simplification ....................................... 46
Simple Failover Test without Event Action Plan .................................................................................. 47
Failover Test with an Event Action Plan (EAP) ................................................................................... 50
Appendix ..................................................................................................................................................... 55
Table of Abbreviations............................................................................................................................. 55
References .............................................................................................................................................. 56
Trademarks ............................................................................................................................................. 57
Notices..................................................................................................................................................... 58
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Executive Overview
BladeCenter Open Fabric Manager Benefits:
• Save time - preconfigure LAN and SAN connections once for each blade
• Manage growth and complexity - up to 100 chassis, 1400 blades and over
11,000 SAN and LAN addresses
• Remain open with infrastructure flexibility - works with all BladeCenter chassis,
blades and switches
• Connect with ease - single, simple interface for server and switch management
• Manage risk to keep your business running - available automated I/O failover to
standby blades
Overview:
IBM BladeCenter Open Fabric Manager (BOFM) is designed to help you manage growth and
complexity by making it easy to manage I/O and network interconnects for up to 100
BladeCenter chassis - up to 1400 blade servers. BladeCenter Open Fabric Manager helps
make blade deployment EASY: once Installed, the utility is resident in the Advanced
Management Module (AMM) so you can preconfigure LAN and SAN connections. Thus, I/O
connections are made automatically when you plug in a blade. And no special tools or
training is required; just manage with the easy-to-use GUI.
In contrast to typical competitive tools that only support a small number of proprietary
blades and switches, BladeCenter Open Fabric Manager is OPEN and allows you to manage
a wide range of industry Ethernet and Fibre Channel switches - Cisco, Nortel, Brocade,
QLogic.
BladeCenter Open Fabric Manager is the RIGHT CHOICE now and into the future. The
software can even be deployed on existing hardware through a firmware upgrade, helping
you protect your current BladeCenter investments and giving you the flexibility to deploy
precisely the solution you need to help your business realize innovation.
Manage risk with an optional upgrade which provides a standalone utility to enable
automatic failover across chassis. It allows you to define action plans that can be
automatically execute based on customer-defined trigger events. If the trigger event
occurs, a blade in the predefined standby pool will automatically receive I/O parameters and
take over for the original blade. This OS independent tool is an EASY and OPEN way to
virtualize the Ethernet MAC & Fibre Channel WWPNs on your blade servers.
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Technical Analysis
Implementing Boot from SAN on IBM BladeCenter Blades
When working with IBM BladeCenter Server Blades a best practice is to use an external storage to boot
from. Using external storage to boot from SAN not only can provide better I/O performance but also
removes the component in the server that is most likely to physically fail. Additionally, true benefits of IBM
Open Fabric Manager can be realized by using the storage external to the blade server. If a hardware
failure is experienced on the blade, then the administrator only has to replace the failed component while
the system image resides on the SAN attached storage. In the following sections we will cover the steps
required to setup boot from SAN on x86 architecture BladeCenter blades.
Hardware
• (2) HS21 XM – Model-Type 7995-AC1
o BIOS – 1.08 - BuildID: MJE124BUS
o Blade Systems Management Processor – 1.12 – BuildID: MJBT19AUS
o Qlogic 4Gb Fiber HBA Expansion (41Y8583) – 1.43
• BladeCenter H Chassis – Model-Type 8852-4XU
o Advanced Management Module Firmware – 1.36H - Build ID: BPET36H
• Disk Storage System DS4300 – Model-Type 1722-
o Firmware - 06.60.08.00
Firmware Prerequisites
Before you get too far into setting up boot from SAN environment, you need to prepare the hardware to
be compatible with BladeCenter Open Fabric Manager. It is highly recommended to update all of the
BIOS and firmware to the latest version for compatibility with BladeCenter Open Fabric Manager. This
ensures system compliance and enables IBM support to assist if there are any problems. It is a good
practice to update the firmware on all components but those marked below with a * are critical to the
operation of BladeCenter Open Fabric Manager.
• Blades
o BIOS Firmware
o BMC Firmware
o HBA Firmware
• Chassis
o Advanced Management Module Firmware
o I/O Switch Firmware
• External Storage
o Controller Firmware
o HDD Firmware
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3. Select Planar SAS or whatever the on-board storage device is and set to Disabled as shown in
Figure 2
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4. Save the settings and exit from the BIOS configuration. The blade will now reboot.
1. Enter the HBA BIOS setup utility by entering the proper keystroke when the HBA ROM loads. It
is likely Ctrl+Q as shown in Figure 3 below.
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There are three major steps needed for I/O virtualization with BOFM.
• Create an Initial Configuration
• Modifying a Server Profile
o Selecting Ethernet MAC address and FC WWPN range
o Specify FCP Target WWPN, HBA Boor order and boot device priority
• Apply the Server Profile
We will first cover the AMM method. If you would prefer to use the Advanced BOFM GUI skip to page 15,
Method 2: Using the Advanced BOFM GUI.
Note: These steps can be performed using the AMM CLI interface also, but we will refer to the Web
interface in this example.
1. From the AMM Web interface Î Select the Blade Open Fabric Manager Î select the Create an
Initial Configuration option as shown in Figure 6.
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2. Specify the virtual Ethernet MAC address and Fibre Channel WWPN as shown in Figure 7.
3. In the Advance Options menu, specify the Fibre Channel WWPN of the Boot device and the Boot
LUN ID as shown in Figure 8.
Important: The BOFM server profile GUI menu only allows configuring primary and secondary
path to the boot LUN. Any additional paths must be manually configured from the HBA utility.
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4. Specify the IP address of the BladeCenter chassis or select the default option as shown in Figure
9.
Note: The default option will add entries for any remote chassis that have been discovered via
Monitors Î Remote Chassis. By default there will be no discovered chassis unless you have
clicked the Discover button in the Remote Chassis dialog.
5. If necessary, disable the Popup blocker, download and Save the configuration file as shown in
Figure 10.
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6. Please power off any blades that are affected by the update and then select the “you can apply
the configuration now” link as shown in Figure 11.
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8. As shown in Figure 13, the AMM ensures that the Blades are powered off, the firmware on the
Blades are BOFM compatible, and that there are no duplicate addresses.
9. The following Figure 14 shows that all the 14 blades in the chassis are ready to receive virtual
addresses and BOFM will be enabled. Select Continue to Confirm BOFM Configuration
Changes.
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10. Close the BOFM dialog shown in Figure 15. Power On the blade servers and confirm that the
BOFM assigned virtual addresses are in use. You can confirm that the virtual addresses are in
use by comparing the MAC/WWPN that the OS on the blade reports to the address that is in the
BOFM configuration file saved in step 5.
11. To confirm that the new addresses are in use, refer to “Verify Initial BOFM Configuration” section
on Page 19.
1. From the Advanced BOFM/IBM Director console locate the chassis that we want to configure the
virtual addresses on in the middle objects pane. Right click on the chassis and select
BladeCenter Management Î BladeCenter Configuration Manager as shown in Figure 16 below.
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6. Click Next.
7. Focus moves to the Enable tab. There is likely nothing to do here. You should see the chassis
listed under Domain Members. Click Next.
8. Focus moves to the Address Pool tab. Most likely the default values are fine here. If you are
spanning multiple chassis you will want to increase the Maximum Chassis In Domain count.
Click Next.
9. Focus moves to the Boot Settings tab. Fill in the SAN WWPNs and Blade LUNs. These are
modifiable on a per blade basis in the upcoming Manual Override tab. Click Next.
10. Focus moves to the Advanced Options tab. Most likely the default values are fine here. Click
Next.
Note: If you receive an error regarding “Ran out of MAC address” it is because you have multiple
IPs of chassis defined and only a single chassis defined in the Address Pool tab.
11. Focus moves to the Manual Override tab shown in Figure 18. Here you have much finer control
over how each slot is treated in the chassis. In most cases the only changes here would be to
disable certain slots. Make any alterations and click Next.
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12. Review the summary tab and when you are satisfied click Export. This will bring up a file save
dialog. You can save the file to whatever filename you like but please give it a filename
extension of csv. For example, bofm.csv Save the csv file in a safe place as it could come in
handy if you ever need to restore the virtual addresses to the chassis.
13. Save the profile that you have just created by clicking File Î Save Profile.
14. In order for the configuration file to transfer to the chassis, FTP must be enabled on the chassis.
This can be enabled in the AMM under MM Control Î Network Protocols Î File Transfer
Protocol (FTP) as shown in Figure 19.
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15. You can now apply the profile to the chassis by dropping the profile on the chassis as shown in
Figure 20 below.
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3. Selecting one of the blade servers with BOFM enabled will list the status of BOFM, virtual MAC
and WWPN and Fibre Channel Target information as shown in Figures 22 and 23.
Figure 22 BOFM status and virtual MAC addresses in use for blade in bay10
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Figure 23 BOFM status and virtual FC WWPNs in use for blade in bay10
4. Select Close to exit the BOFM menu. This concludes the example of setting up BOFM.
To setup an Automatic Failover function with Advanced BOFM, the following steps are needed:
• Create a profile for Standby blade pool and add the blade servers
• Create an Event Action Plan(EAP)
o Define a Simple Event Filter
o Add Event Filter
o Customize an Action Task
o Add Action to the Event Filter
• Apply the Standby blade Profile to the blade servers in Standby pool
• Apply the EAP to the blade servers in Standby pool
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3. Select the BladeCenter chassis type and specify the name of the profile as shown in Figure 26.
4. Select the Standby Blade Pool Configuration option as shown in Figure 27.
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5. Select and Add blade servers to the Select the Standby Blade Pool Configuration option as
shown in Figure 28.
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6. From the main menu, Select File Î Save Profile and exit as shown in Figure 29.
8. To create a new Event Action Plan(EAP), Right click Event Action Plans in the left most pane
labeled Event Action Plans and select New option, as shown in Figure 31.
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10. Create a Simple Event Filter by right clicking Simple Event Filter and then clicking New as shown
in Figure 33.
11. This opens the Event Filter dialog shown in Figure 34.
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12. Uncheck the Any box and select the MPA, Component, Server, Power, and Off boxes as shown
in Figures 35 and 36.
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13. Save the Event by clicking File Î Save As as shown in Figure 36 and 37.
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14. Add the filter just created to the EAP by selecting the event filter created in the last step and then
right click on the EAP just created in the Even Action Plans column and select Add Event Filter as
shown in Figure 38.
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15. Create a Task Action by right clicking Start Task on the “event” system and then selecting
Customize as shown in Figure 39.
17. Save the Action by clicking File Î Save As, as shown in Figures 41 and 42.
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18. Add Action to the EAP created in step 9 as shown in Figure 43 by right clicking the filter and
selecting Add action. Then select the action created in the last step.
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19. This completes the creation of the Event Action Plan as shown in Figure 44.
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SAN Zoning
When booting from a SAN we need to make sure that communication between blades and
storage is isolated to the specific blades and storage partitions that we designate. To ensure this we will
setup SAN zoning on the fibre channel switches.
1. Login to the GUI fibre channel switch management utility. The default username and password is
likely USERID and PASSW0RD.
2. At the main GUI screen select Zoning Î Edit Zoning as shown in Figure 45.
3. At the main zoning configuration dialog click on the Zone Set icon as shown in Figure 46 to add a
new zone set.
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4. Put the name of the new zone set in the dialog box and click OK as shown in Figure 47.
5. Select the ZoneSet created in step 4 in the left pane and click the Zone icon as shown in Figure
48 to add a new zone.
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6. Put the name of the new zone in the dialog box and click OK as shown in Figure 49.
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7. Now that we have a new zone we need to add the World Wide Name (WWN) of both the HBA
port and the Storage Controller port to the zone. Select the zone name created in step 6 in the
left pane of the zoning GUI and the storage controller WWN in the right pane and click the Insert
icon to add the Controller WWN to the zone as shown in Figure 50. Do the same steps to add
the HBA WWN to the zone created in step 6. You will end up with a zone containing two world
wide names as shown in Figure 51.
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8. Click Apply and you will be prompted as shown in Figure 52. Here you can perform an Error
check just to make sure everything is fine.
9. Save the Zoning configuration by clicking Save Zoning and you will be prompted by the dialog
shown in Figure 53. Click Yes to activate the zone set.
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10. Select the set to be activated in the dialog displayed and click OK as shown in Figure 54. Click
Close on the Save Zoning & Error Check dialog.
11. If you have a multipath SAN, complete these same steps for the second port on the HBA and
second controller on the SAN storage. This will require logging into the fibre channel switch
interface on the second fibre channel switch.
1. Upon launch of the storage manager utility you will be presented with the dialog shown in Figure
55. If you are not presented with this dialog you can access it via View Î Task Assistant. Click
on the icon next to Configure Storage Subsystem.
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9. You will now be prompted by the Host Name/HBA Attributes dialog shown in Figure 58. The
dialog should have the HBA port identifiers listed in the Known HBA host port identifiers field. We
are looking to add the host port identifiers that correspond to the HBA ports on the blade that we
are booting from storage. To find these out we can either look at the CSV file created earlier or
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we can look in the Advanced Management module under Blade Tasks Î Configuration Î Open
Fabric Manager Î Click on the blade name in the table to see details of the virtual MAC and
WWPN addresses as shown in Figure 59. Take note of the fibre WWPNs.
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10. Enter a host name in the Host Name field as shown in Figure 60. Add the HBA host ports to the
Selected HBA host ports by selecting them in the left pane and clicking Add to add them to the
right pane. Once they are in the right pane you will need to select them and click Edit in order to
assign them an alias. I suggest an alias name of the blade name followed by p1 or p2 for port 1
and port 2. When complete the Host Name/HBA Attribute dialog should look something like
Figure 60. Click Next.
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11. A summary dialog is displayed as shown in Figure 61. Take note of the host type message and
take action if needed. Click Finish.
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OS Installation
1. I installed Redhat Enterprise Linux® 5.0 Server Update 1 on a HS21 blade. The key to installing
to SAN storage is making sure that only one path to the disk storage is enabled. The easiest way
to do this other than pulling the fibre channel connection is to disable the second HBA port at the
fibre switch as shown in Figure 62. To do this select the port by click on it and then select Port Î
Port Properties and select either Downed or Offline from the drop down list of Port States.
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2. After the OS installation is complete, boot the OS with only a single path enabled.
3. There are several options for configuring a multipath setup but the current preferred direction
seems to be to use RDAC found here: http://www.lsi.com/rdac . DM-MPIO looks to be the future
multipath direction but is not quite as easy to implement yet.
4. Download and install the RDAC package as documented. Enable the second path.
5. Reboot the server.
1. Add a more descriptive name to the objects that we are working with. To do this, select All
Managed Objects in the left pane. Locate the objects you wish to rename in the middle pane and
right click on them and select Rename. Modify the name and click OK.
2. Create a new group by clicking Console Î New Î Group Î Static Group. This will bring up the
static group editor shown in Figure 63. Add the chassis as well as the blade service processors
and any physical blades that have operating systems by selecting them in the left pane and
clicking Add. When all objects are added click File Î Save, enter a name for the group and click
OK.
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3. In order to have a view that shows the topology; we need to select the newly created group in the
left pane and then click Associations Î Chassis Membership and you will get a better view of the
chassis topology as shown in Figure 64.
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1. Confirm that the service processors of the blades that you want to perform the failover on are
listed in the middle pane.
2. In the right pane expand BladeCenter Management Î BladeCenter Configuration Manager to
reveal the blade standby pool created previously. Left click and drag this profile onto the blade
that you want to failover from (powered on blade) as shown in Figure 65.
Note: In order for failover to occur there must be at least one blade in the standby pool that is
powered off.
3. Once you drop the profile on the blade you will see the dialog shown in Figure 66. Click Execute
Now.
4. The dialog shown in Figure 67 is displayed stating the failover is in progress. If you expand out
the In Progress drop down topology in the lower pane you can double click on the service
processor listed in order to view more detail on the failover process as shown in Figure 68.
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5. When the failover process is complete it will state that the “Profile completed successfully” in the
detailed log and “Complete” in the profile execution history dialog. These dialog boxes can be
closed if still open.
6. After a few minutes if you look at the console you will see that the physical blade/OS has moved
the service processor that it sits under due to the fact that it has physically changed the blade
that it is running on as shown in Figure 69.
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1. Associate the blade failover EAP with the service processor of the blade that you wish to provide
redundancy for. To do this, expand the Event Action Plans section in the Tasks pane of the
Advanced BOFM console revealing the failover EAP that we created previously as shown in
Figure 70. Drag the blade failover EAP to the service processor.
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2. You will be prompted by the dialog shown in Figure 71. Click OK.
3. In order to make it more clear as to what EAPs have been associated with what hardware, click
Associations Î Event Action Plans. This will nest the action plans associated with hardware
under the hardware it is associated with as shown in Figure 72.
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4. Now we see that we have an EAP associated with a blade. In order to trigger the EAP we need
to issue a power off command to the service processor. To do this, right click on the service
processor and select Power Management Î Power Off Now as shown in Figure 73.
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6. After a few minutes if you look at the console you will see that the physical blade/OS has moved
the service processor that it sits under due to the fact that it has physically changed the blade
that it is running on, as shown in Figure 74.
7. If you wish to fail the blade back to its original configuration you can simply drop the standby
blade profile on the service processor of the running blade as shown in Figure 75.
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8. After several minutes the blade will fail back to its original configuration. This concludes the
example of setting up and exercising Advanced BOFM.
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Appendix
Table of Abbreviations
AMM Advanced Management Module (BladeCenter)
BIOS Basic Input-Output System
BMC Baseboard Management Controller
BOFM BladeCenter Open Fabric Manager
CLI Command Line Interface
EAP Event Action Plan (IBM Director)
FTP File Transfer Protocol
GUI Graphical User Interface
HBA Host Bus Adapter
HDD Hard Disk Drive
IBM International Business Machines
I/O Input/Output
LAN Local Area Network
LUN Logical Unit Number
MAC Media Access Control
OS Operating System
POST Power-On Self-Test
RAID Redundant Array of Independent Disks
RDAC Redundant Disk Array Controller
ROM Read Only Memory
SAS Serial Attached SCSI
SCSI Small Computer System Interface
WWN World Wide Name
WWPN World Wide Port Name
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References
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Trademarks
IBM, the IBM Logo, BladeCenter, ClusterProven, ServerProven terms are registered trademarks
of International Business Machines Corporation in the United States, other countries, or both.
For a complete list of IBM Trademarks, see http://www.ibm.com/legal/copytrade.shtml.
Linux is a trademark of Linus Torvalds in the United States, other countries, or both.
Other company, product, or service names may be trademarks or service marks of others.
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Notices
(c) 2008 International Business Machines Corporation. All rights reserved.
Performance is in Internal Throughput Rate (ITR) ratio based on measurements and projections
using standard IBM benchmarks in a controlled environment. The actual throughput that any user
will experience will vary depending upon considerations such as the amount of multiprogramming
in the user's job stream, the I/O configuration, the storage configuration, and the workload
processed. Therefore, no assurance can be given that an individual user will achieve throughput
improvements equivalent to the performance ratios stated here.
IBM hardware products are manufactured from new parts, or new and serviceable used parts.
Regardless, our warranty terms apply. For a copy of applicable product warranties, write to:
Warranty Information, P.O. Box 12195, RTP, NC 27709, Attn: Dept. JDJA/B203. IBM makes no
representation or warranty regarding third-party products or services including those designated
as ServerProven® or ClusterProven®.
This publication was produced in the United States. IBM may not offer the products, services or
features discussed in this document in other countries, and the information may be subject to
change without notice. Consult your local IBM business contact for information on the product or
services available in your area.
All statements regarding IBM's future direction and intent are subject to change or withdrawal
without notice, and represent goals and objectives only.
Information about non-IBM products is obtained from the manufacturers of those products or their
published announcements. IBM has not tested those products and cannot confirm the
performance, compatibility, or any other claims related to non-IBM products. Questions on the
capabilities of non-IBM products should be addressed to the suppliers of those products.
MB, GB, and TB = 1,000,000, 1,000,000,000 and 1,000,000,000,000 bytes, respectively, when
referring to storage capacity. Accessible capacity is less; up to 3GB is used in service partition.
Actual storage capacity will vary based upon many factors and may be less than stated. Some
numbers given for storage capacities give capacity in native mode followed by capacity using
data compression technology. Maximum internal hard disk and memory capacities may require
the replacement of any standard hard drives and/or memory and the population of all hard disk
bays and memory slots with the largest currently supported drives available.
The information could include technical inaccuracies or typographical errors. Changes are
periodically made to the information herein; these changes will be incorporated in new editions of
the publication. IBM may make improvements and/or changes in the product(s) and/or the
program(s) described in this publication at any time without notice.
Any references in this information to non-IBM Web sites are provided for convenience only and
do not in any manner serve as an endorsement of those Web sites. The materials at those Web
sites are not part of the materials for this IBM product and use of those Web sites is at your own
risk.
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