Identity Based Storage Management Novell File System Factory Douglas Ouzts Condrey Consulting Corporation douzts@condreyconsulting.com The one Net vision : : : Novell exteNd™ : Novell Nsure™ Novell Nterprise™ Novell NgageSM Novell Nsure™ Novell Nsure solutions take identity management to a whole new level. Novell Nsure gives you the power to control access so you can confidently deliver the right resources to the right people — securely, efficiently, and best of all, affordably. 2 The one Net vision : : : Novell exteNd™ : Novell Nsure™ Novell Nterprise™ Novell NgageSM one Net: Information without boundaries…where the right people are connected with the right information at the right time to make the right decisions. 3 Agenda • Introduction to Condrey Consulting Corporation • Identity Based Storage Management • • File System Factory Overview File System Factory Technical Components • IUAdmin - Web Based Access and Management • AuditLogin – Who’s Accessing Storage • TrustFun – File Rights & Trustee Analysis • Live Demo • Q&A 4 Condrey Consulting Corporation Company Overview • David Condrey – Owner and CEO • US Software Engineering Corporation based in Greenville, SC • Customers in 33 countries representing Commercial, Fortune 1000, State & Federal Government, Military, Healthcare, Higher-Ed and K12 • Well known and respected by customers, especially in the academic market • Well known at Novell – Model Partner • Invested in the future of Novell 5 Condrey Consulting Products Overview • Novell File System Factory™ – Novell Nsure - Novell Price List • • • Identity Based Storage Management Ties Provisioning to the NetWare OS – Event Driven and Policy Based Lifecycle Content and Data Management • IUAdmin™ • • • • Policy Based Personal and Collaborative Storage Access – Integrates with File System Factory™ – Integrates with exteNd Portal, Virtual Office and iChain Web Based Access to Personal and Group Content Web Based Help Desk Administration Web Based User Self-Service and Password Reset • AuditLogin™ and TrustFun • 6 Who’s Accessing Storage and What Rights Do They Have? - Login/Logout - Date, Time,Workstation - Trend Reports and Graphs - File and Directory Rights Analysis File System Factory Education Customers • University of Kentucky – 43,000 users • Northern Illinois University – 67,000 users • Minnesota State Colleges & Universities – 93,000 users • Charleston County Schools, SC – 42,000 users • University of Georgia – 60,000 users • Embry Riddle University – 12,000 users • Hemet School District, Los Angeles • Grand Rapids Community College • Savannah Chatham County Schools, Georgia • Douglas County Schools, Georgia • Newton County Schools, Georgia 7 More File System Education Customers •Northwestern Michigan University •Old Dominion University •Madison Area Technical College •Waukesha County Technical College •Blackhawk PA School District •Marysville Village Schools •Spearfish School District •Maine Township High School District •Waubonsee Community College •Western Illinois Univeristy •Escondido Union High School District •Sutton Public Schools 8 •Escondido Union High School District •Sutton Public Schools •Ramaz School •Augsburg College •Southwestern Community District No. 9 •Le Moyne College •Macon County R-1 •Grant MacEwan College •Clemson University •Community Consolidated School District – Illinois •Ramaz School •Augsburg College Sample of Education Customers Leveraging File System Factory, IUAdmin and AuditLogin 9 Identity Based Storage Management The Challenge Do you give all your users home directories? • • • If you do, how do you manage the disk space? Do you evenly distribute the disk space? Criteria? How do you manage growth? If you do give your users home directories, how do you clean them up? How extensible is it? Do you give ALL your groups of users collaborative storage space? • • • • 11 Business: All working groups? Education: All sections of all classes? Do you evenly distribute the disk space? How do you manage growth? Cleanup? Creating and Managing eDirectory Objects ® App LDIF LDAP PS 12 IDM Datafile Datafile UIMPORT Custom or 3rd Party eDirectory File System Factory Philosophy and Mission A New Philosophy Point your tree… …at your disk… …and be done with it. 14 Mission #1 Automatic disk space for ALL Users! 15 Mission #2 Automatic disk space for EACH Work Group! 16 Solution Yeah, we can do that… We create it, manage it, and most importantly… 17 clean it up! Solution All you have to do is create the objects… …any way you want… …we’ll handle the rest! 18 What is File System Factory? Identity-Based Storage Management ZENworks for Desktops Peoplesoft BorderManager Identity Mgr PeopleSoft Driver eDirectory Identity Mgr AD Driver Active Directory NetMail FSF Driver LINUX • Policy Based, Event-Driven • Control it with ZENworks® like policies. • Load balancing 20 NetWare NetWare • Storage creation • Storage management • Storage cleanup • Personal user storage • Group storage Novell File System Factory Overview Automatic NetWare® storage which provides access from Windows, Mac, UNIX, and the Web. Relieves disk management headaches. All Namespaces Traditional and Novell Storage Services™ (NSS) supported Built on procedures proven in “real world” environments. Load balancing. Automated policy based data Migration between servers Cleanup (everybody’s pain point) is now automated based on policy. Executive and Administrative Dashboard Employee Data Manager (Workflow) Web Based Quota Manager Web Based File System Rights Analysis 21 File System Factory Storage Management based on Policy and Events Identity Mgr DirXML 1.x LDAP Policy UIMPORT ConsoleOne Manage iManager NWAdmin Custom/3rd File System Factory iManager LDIF 22 eDirectory Events Use multiple account Move to provisioning modern methods provisioning concurrently technology without without worrying worrying about aboutfile file storage. storage. Provision Move to newer LDAP tools and let policy govern ConsoleOne storage NWAdmin management instead of helpdesk or Custom/3rd local admins. You Create and Manage objects any way you want, FSF will handle the file system. Coming up Next File System Factory for: Microsoft Active Directory Linux 23 Provision and De-Provision Storage for Netware, Active Directory and Linux ZENworks for Desktops PeopleSoft BorderManager Identity Mgr AD Driver Identity Mgr PeopleSoft Driver Active Directory eDirectory NetMail LINUX FSF NetWare 24 NetWare FSF Methodology FSF Methodology New workflow component allows employee’s manager to review, reassign, or vault user data prior to deletion. Algorithm: Random Balance Rights: RWCEMFA Quota: 150 MB Template: SERV1/VOL1:Procedures DelWait: 90 Days Digital Air Work New York •Create •Rename •Delete Policy Atlanta BJones BSmith Copy SERV1/VOL1:Procedures 26 Target File Systems RWCEMFA BSmith BJones 150MB Policy Assignment & Data Migration Jefferson Employee Students Other Sunshine Elem Lincoln Middle Riverside High BSmith • BSmith Seamless • Fault-tolerant • Safe Scheduler – 9:00PM Policy Policy BSmith 25MB 27 Policy BSmith 50MB Northern Illinois University Data Migration - Backfill NIU Faculty Students Other BSmith RJones KJackson Admin issues Backfill with “Enforce Policy Paths” option, which will move data. RJones KJackson RCroom NCS DWyatt Pentium Pro 200’s – Policy 0 Users 67,672 Users 28 RJones BSmith KJackson RCroom BSmith RCroom DWyatt DWyatt Data Migration Scheduling 29 Policy Assignments can be made via: File System Factory Web Interface LDAP Nsure Identity Manager NDK Application CN=BSmith Surname=Smith StudentID=123456789 cccFSFactoryPolicy=Riverside.Schools.Jefferson 30 Collaborative Storage Why is this Important? Sharing data and working together is what networks are all about. Yet in most environments, managing shared disk storage is the most manual process in the shop. • This means it’s resource intensive. • This means it is not managed in a timely manner. • This means that many times collaborative storage just does not happen. Why do we have this network again? 32 Policy Definitions Paths Quota Rights Template … DeleteWait 33 Policy Definitions cccFSFactoryHomedir 34 Home Directory Paths Paths Quota Quota Rights Rights Template Template … … DeleteWait DeleteWait Business FSF Group Policy Example Algorithm: Random Balance Rights: Template Quota: 500 MB Template: SERV1/VOL1:ProjectFiles DelWait: Never Assign Policy to Projects Container ACME Projects Create Project Group Object Engineering ATL-BLDG-1 Automatically Create Project Storage and Assign Policies Copy Project Files from Template Copy SERV1/VOL1:ProjectFiles 35 Target File Systems Policy Sales ATL-BLDG-1 150MB Education Group Policy Example Algorithm: Random Balance Rights: none Quota: 500 MB Template: SERV1/VOL1:Courses DelWait: 90 Days Assign Policy to Courses Container Jefferson Courses Create Course Group Object Employee Student Target File Systems SPAN340-001 Automatically Create Group Storage and Assign Policies Copy Course Files for Each Student from Template Copy SERV1/VOL1:Courses 36 Policy SPAN340-001 150MB Group Policy Templates Configuration Steps Create Group Object SPAN340-001.MS.COURSES.STATEU Create FSF Group Policy Using the FSF Management Interface Create eDir Objects Create Template Assign Rights to Directories 37 Assign Members & Owners to the Group Group Policy Templates Assign Students as Members and Instructors as Owners Members JSmith.Students.STATEU MRoberts.Students.STATEU NFrost.Students.STATEU PJones.Students.STATEU RBrooks.Students.STATEU SSmith.Students.STATEU STimms.Students.STATEU TJones.Students.STATEU TSmythe.Students.STATEU WClark.Students.STATEU 38 Owners ABelcher.Staff.STATEU KAlesanto.Staff.STATEU Group Policy Templates File System Factory Automatically Provisions Storage for Students and Instructors 39 Universal Resource Access (URAccess) Where’s my stuff? Users need an easy way to find their storage …even if you need to move it. Personal Storage and Group Storage. Map a Drive? There’s only so many letters in the alphabet. Login Script Management is a headache for group storage. 41 URAccess End-User tool for dynamically building personalized access links to storage. Leverages Home_Directory user attribute for personal storage. Leverages cccFSFactoryHomedir group attribute for shared storage. Creates a local set of UNC paths and description presented to the user in a Windows UI. Like App-Launcher for ZENworks, except provides access to storage. List can be refreshed at any time. Supports multiple tree connections. 42 URAccess BOB.USERS.ACME Home Directory CLUST1/USERVOL6:USERS\BOB SecEqual EVERYONE.ENGR.ACME BIG PROJECT.ENGR.ACME MANAGERS.ENGR.ACME SMALL PROJECT.ENGR.ACME EVERYONE.ENGR.ACME cccFSFactoryHomedir SERV6/GVOL:ENGR\EVERYONE cccResource* http://www.IEEE.com NWCCGetAllConnRefInfo() *requires IUAdmin™ 43 URAccess 44 Executive and Admin Dashboards Executive Storage Dashboard Storage Trends on User and Group Policies 46 Administrative Storage Dashboard Event Statistics Storage Health Check https://your.server.name.or.ip.address:8009/FSF/HTTP_FSFExecutiveDashboard. 47 Web Based Quota Manager Web Based Quota Manager Policy Configuration 49 Quota Manager – Help Desk Interface https://your.server.name.or.ip.address:8009/FSF/HTTP_FSFQuotaMgr 50 Quota Manager – Help Desk Interface Green = space available > 25% of quota Yellow = space available < 25% of quota 51 Red = space available < 10% of quota Quota Manager – Help Desk Interface 52 File System Rights Analysis File System Rights Analysis 54 Rights Analysis OWNERS MEMBERS 55 Employee Data Manager Workflow Novell eGuide Manager 57 Policy Configuration 58 Employee Data Manager Interface 59 Identity Based Storage Management ZENworks for Desktops PeopleSoft BorderManager Identity Mgr AD Driver Identity Mgr PeopleSoft Driver Active Directory eDirectory NetMail LINUX FSF NetWare 60 NetWare FSF Technical Overview What are the requirements? NDS/eDir Any Novell supported version of NDS® or eDirectory (6.xx, 7.xx, 8.xx, 85.xx, 8.6.x, 8.7.x) FSF_Event NetWare 5.1 SP6 or later NetWare 6.0 SP4 or later NetWare 6.5 or later FSF_Engine NetWare 6.0 SP4 or later NetWare 6.5 or later NetWare NetWare NetWare NetWare NetWare 62 4.x SP9 or later 5.0 SP6a or later 5.1 SP6 or later 6.0 SP4 or later 6.5 or later Global Event Subsystem and Transaction Tracking A B C FSF_Event FSF_Event FSF_Event Event DB FSF_Engine 63 The State Machine Architecture “Neither rain, nor snow, nor sleet, nor gloom of delayed DS synchronization shall stay this system from the swift (or eventual) completion of its appointed tasks…” DS is replicated. Servers go down for maintenance or other reasons. Routers die. Fiber is dug up on occasion. …That’s real life. 64 The State Machine Architecture Server R1 Server R2 Server R3 SALES.ACME SALES.ACME SALES.ACME FSF-EVENT Event: AddUser Server Z Server E FSF-ENGINE 65 +RWEMFA Actions and States Add User #define FSF_ACTION_NEW_USER 4000 #define FSF_ACTION_NEW_USER_STATUS_WAIT_TO_SEE 4010 #define FSF_ACTION_NEW_USER_STATUS_WAIT_FOR_POLICY 4013 #define FSF_ACTION_NEW_USER_STATUS_GET_POLICY 4016 #define FSF_ACTION_NEW_USER_STATUS_WAIT_FOR_PATHS 4018 #define FSF_ACTION_NEW_USER_STATUS_PICK_LOCATION 4020 #define FSF_ACTION_NEW_USER_STATUS_NO_PATHS 4021 #define FSF_ACTION_NEW_USER_STATUS_CREATE_DIRECTORY 4030 #define FSF_ACTION_NEW_USER_STATUS_SET_OWNER 4035 #define FSF_ACTION_NEW_USER_STATUS_APPLY_TRUSTEE 4040 #define FSF_ACTION_NEW_USER_STATUS_SET_QUOTA 4050 #define FSF_ACTION_NEW_USER_STATUS_COPY_TEMPLATE 4060 #define FSF_ACTION_NEW_USER_STATUS_SET_HOMEDIR_ATTRIBUTE 4070 #define FSF_ACTION_NEW_USER_STATUS_SET_MESSAGE_SERVER_ATTRIBUTE 4075 #define FSF_ACTION_NEW_USER_STATUS_USER_EXIT 4080 #define FSF_ACTION_NEW_USER_STATUS_NORMAL 4090 66 State and the Process Queue Server R1 Server R2 Transaction # Event Type Status State FSF-EVENT FSF-EVENT FDN ObjectCreated Server E EventTriggered TargetPath ObjectDeleted … 67 FSF-ENGINE Web Based Access and Management Internet User Administrator IUAdmin™ IUAdmin™ • Web Based Access to Netware Personal Home Directory Storage Managed by File System Factory Policies • Web Based Access to Collaborative Group Storage Based on File System Factory Policies • Integrate with Novell Extend Portal, Netware 6.5 Virtual Office Portal and Novell iChain • User Self Service • Self-Service Password Reset • Let Users Optionally fix their own problems • Help Desk Administration Intruder Lockout Grace Logins Login Disabled Account Expired 69 • Location and Departmental based Help Desk • Help Desk Group Management • User Help Indicators Identify Account Problems IUAdmin™ Web Based Access & Management Personal Storage User Self Service (each can be disabled) Personal And Group Storage Access Help Desk (these options are not seen by the end user interface – only the admin interface.) 70 Group Storage Managed By File System Factory Events & Policies IUAdmin Help Desk 71 IUAdmin™ Architecture • Built on top of Novell’s HTTPSTK..no webserver to install or configure. • SSL connections for security. • Contextless Login. • No schema extensions. However optional extensions are provided for increased functionality. • Runs on Netware 5.1 or above with any version of eDirectory. Other products provide Management Paks that plug in to the architecture. 72 User Self Service File System Access File System Factory Help Desk IUAdmin Core Architecture File System Mgt Resource Mgt AuditLogin ePortfolio Trustfun Security - Audit Access & Rights Analysis AuditLogin™ TrustFun™ AuditLogin™ • Audits all objects in tree in a single operation • No configuring multiple containers. • Logs are automatically cleaned up based on user parameters • Logs from all servers are consolidated into a single set of comprehensive files. • Log files are simple text files that can be easily searched or imported into other programs for trends analysis. • 5 minute installation. Currently • Self-Maintaining based on user options. Installed in 33 Countries • Multiple log formats supported. • Remote server configuration from Windows workstation. • Graphing subsystem that supports multiple servers concurrently on a single graph. 74 AuditLogin Graph 75 AuditLogin - Log File Report 76 TrustFun - Rights & Trustee Analysis Win32 Application 77 TrustFun Report 78 Trustee Assignment Detail 79 Tying it all together GroupWise® eDirectory™ User ZENWorks™ NetMail UIMPORT File System Factory™ LDAP IDM Console One Employees User Web Based File Storage Access Help Desk Self Service Password Reset Novell iChain Identity Based Storage Management Home Directory Management Group Storage Management Web Based Quota Management File Rights & Trustee Analysis Exec and Admin Storage Dashboards Employee Data Manager (Workflow) IUAdmin™ AuditLogin™ User 80 AuditLogin Report & Graph DEMO • • • • • • • • • • • • 82 File System Factory Initial Installation Review of Management Interface Backfill Existing Users - Create a User Policy Move Users to new location – Move Files Rename User Delete User – Clean Up Files Group & Course Policies – Business & Education Example Rights and Trustee Analysis URAccess – Access to Group Storage – No Drive Mappings Quota Manager Interface Executive Dashboard Interface IUAdmin – Web Based Access and Management For More Information 83 • Visit www.novell.com/products/filesystemfactory • Visit www.filesystemfactory.com • Discuss on the FSF forum at http://support.novell.com/forums/ • Send product questions/suggestions to FSFDev@novell.com • Visit www.condreyconsulting.com • Talk to your Local Account Team or Business Partner Rep • 50% Off Promotion for VLA, CLA and MLA Customers