In the second part of the series, we will see how we can deploy and activate a storage gateway.

The details about different types of volumes or different types of hypervisors that can be used were discussed in the first part of the series.

VMware Training – Resources (Intense)

The high-level steps to deploy and activate a storage gateway are:

  • Set up the host the preferred hypervisor where the VM will configured
  • Download and deploy the VM
  • Provision the local storage for the VM
  • Activate the VM

We will deploy the storage gateway on the Vmware ESXi server and the volume type that we are going to use is gateway-cache volume. So let’s begin:

From the AWS Management Console, select “Storage Gateway” and this will start the process to setup and activate the gateway.

As you can see, there are four steps to set up and activate the gateway. We will choose the option where we can store locally the most recently accessed data in parallel with the storing of the data in Amazon S3:

Continue to the next step and choose that you want to deploy the VM on a VMware ESXi server:

Now download the storage gateway VM:

Once the VM is downloaded, you can move further with the VM deploying. The wizard will explain on each step what you need to do and how to configure the ESXi server. First you will need to connect to the ESXi server using vSphere client as shown below:

Then deploy the VM as explained:

Once the VM is deployed, you should see it in the list of your VMs:

Move further with the synchronization of the time between the guest and the host. You have the exact steps on how to do this:

Next it is time to make some adjustments to the VM by adding two hard drives and configuring the SCSI controller.

Right click on the VM and then choose “Edit Settings”:

You will get a list with the hardware that the VM has and we need to add more. First we will add the hard disks required for the cache storage and upload buffer. Each one of these two hard disks will be used later when we activate the storage gateway. We will add first the hard disk for the upload buffer. Click on “Add”:

Then select “Hard Disk”:

Confirm that you want to create a new disk:

Enter the size that you want. Because this is a testing environment, we will go with a small disk:

As you can see, the hard disk was added. At the same time, another piece of hardware was added which we will discuss later:

Add the second hard disk that will be used to cache storage and you should have something like this:

It’s time to make some adjustments to the SCSI controller to be VMware Paravirtual. This is one prerequisite and you will be asked to do this during the storage gateway deployment step.

Again edit the VM, select the SCSI controller and click on “Change Type”:

And select the required controller type:

At the end of all these changes, you should have something like this:

Once you do that and you go back to the AWS Management Console, you will see at the next step where you need to provide the local disk storage that you need to use paravirtualized controller on the VM. We did this already and we can move further:

The last thing that you are asked to do is to create the disks for cache storage and upload buffer. We did this as well:

Once you are done with this step, you will need to activate the gateway.

In order to do this, we need first to power on the VM. Once the VM is powered, it needs to have an IP address. The network interface of the VM is configured in such a way that is trying to get the IP address through DHCP. You must have a DHCP server somewhere in the network that can assign an IP address to your VM. You can also wait for VM to boot and then connect to the console and configure manually the IP address.

In my case, the VM got its IP address through DHCP. The IP address is required when you get to the step of activating the storage gateway:

After the VM booted, you can continue the wizard from AWS Management Console. At the last step, you will be required to put the IP address that was assigned to the VM. Click on “Proceed to Activation” to continue:

Fill in the details like the timezone where the gateway is running and the name of the gateway. In order to activate the gateway, the browser must run on a machine with network connectivity to the gateway host. Click on “Activate my Storage Gateway” to successfully activate the gateway:

Next you will see a list with your storage gateways. Right now we have only one of them and if “Gateway” tab is selected, you will see a few of its details.

Now the storage gateway is activated, but you cannot use it for now in the way you intend to because there is no storage volume added. As you might remember, the storage volume will be used to keep your data.

We will continue in the next part of the series and see how you can create a storage volume and how you can access it from a computer.

By reaching this point of the article, you should have a good understanding of how to deploy a storage gateway so don’t miss the next part of the series at the end of which you will have a functional backup solution.