How to add Windows Filers in Bulk in Data Insight

Description

How to add Windows Filers in Bulk in Data Insight

Solution

In the Management Console: 

1. Select Settings>Upload Manager (Figure 1)

Browse to the location of the installation binaries and select the Veritas_DataInsight_windows_winnas_<VERSION>_x64.zip package then select the Collector(s) that will be assigned to the filers and upload

Or, browse through the Management Server's <INSTALLDIR>\Program Files\DataInsight\installers (Default C:\Program Files\DataInsight\installers\) and select the *winnas* executable files along with the *install* varfiles and then click the Box next to the Collector to be assigned to the new Filers

Figure 1

2. Select Settings>Filers>Add Filers in Bulk (Figure 2)

Click the Disk icon to download the template 

Figure 2

add_winnas_in_bulk template (Figure 3)

Figure 3

3. Fill in the details like so but omitting the (") quotes: (Figure 4)

# CSV format is as follows
# <Filer name>, <Collector Name>, <Indexer Name>, <Filer Credential>, <IS Clustered>, <Agents>, <Scanning Credentials>, <Enable Scanning>, <Enable Audit>, <Auto Share Discover>, <Exclude Share Pattern>, <Add New Shares>, <Upgrade Type> OPTIONAL, <Installer Name>,

Filer1.domain.com,Collector1.domain.com,Indexer1.domain.com,AdminUser@domain,FALSE,Filer1.domain.com,AdminUser@domain,true,true,FALSE,*$,FALSE,RP,Veritas_DataInsight_windows_6_1_0_9855_x64.exe,

Filer2.domain.com,Collector1.domain.com,Indexer1.domain.com,AdminUser@domain,FALSE,Filer1.domain.com,AdminUser@domain,true,true,FALSE,*$,FALSE,Full,Veritas_DataInsight_windows_6_1_0_9855_x64.exe,

Save the file as "All Files" and add ".csv" as the file extension.

NOTE: For adding WinNAS filers that are clustered, the format of the CSV is as follows:

# <Cluster name>, <Collector Name>, <Indexer Name>, <Filer Credential>, <IS Clustered>, <Agents>, <Scanning Credentials>, <Enable Scanning>, <Enable Audit>, <Auto Share Discover>, <Exclude Share Pattern>, <Add New Shares>, <Upgrade Type> OPTIONAL, <Installer Name>,

<Cluster name> = Name of the MS Cluster

<Agents> = Space separated names of the cluster nodes  

Example:

fileshare.domain.com,collector.domain.com,indexer.domain.com,Administrator@DOMAIN,TRUE,Server1.domain.com Server2.domain.com,Administrator@DOMAIN,true,true,FALSE,*$,TRUE,,Veritas_DataInsight_windows_winnas_6_1_0_9855_x64.exe,

Figure 4

4. Select Settings>Filers>Add Filers in Bulk (Figure 5)

Click the "Browse" button and select the "FilersInBulk.csv" files created earlier and then click "Upload"

Figure 5

Notes: If adding  Windows Filers in Bulk in Data Insight without the Winnas Agent (add_winnas_in_bulk.csv template is the same for all versions)

Veritas Data Insight Installed Versions 7.1 and prior

# CSV format is as follows
# <Filer name>, <Collector Name>, <Indexer Name>, <Filer Credential>, <IS Clustered>, <Agents>, <Scanning Credentials>, <Enable Scanning>, <Enable Audit>, <Auto Share Discover>, <Exclude Share Pattern>, <Add New Shares>, <Upgrade Type>, <Installer Name>,

"Filer 1","Dev.tulip.matrixad.local","Dev.tulip.matrixad.local","Administrator@TULIP0","FALSE","-","Administrator@TULIP0","true","true","FALSE","*$","FALSE","RP","Symantec_DataInsight_windows_winnas_4_0_0_3002_x64.exe",

Arctera Insight Information Governance Installed Versions 7.2 and newer

# CSV format is as follows
# <Filer name>, <Collector Name>, <Indexer Name>, <Filer Credential>, <IS Clustered>, <Agents>, <Scanning Credentials>, <Enable Scanning>, <Enable Audit>, <Auto Share Discover>, <Exclude Share Pattern>, <Add New Shares>, <Upgrade Type>, <Installer Name>,

"Filer 1","Dev.tulip.matrixad.local","Dev.tulip.matrixad.local","Administrator@TULIP0","FALSE","-","Administrator@TULIP0","true","true","FALSE","*$","FALSE","RP","Symantec_DataInsight_windows_winnas_4_0_0_3002_x64.exe",

Simply change <Agents> to '-' and remove <Upgrade Type>, <Installer Name> as these are not required if no Agent 

# CSV format is as follows
# <Filer name>, <Collector Name>, <Indexer Name>, <Filer Credential>, <IS Clustered>, <Agents>, <Scanning Credentials>, <Enable Scanning>, <Enable Audit>, <Auto Share Discover>, <Exclude Share Pattern>, <Add New Shares>, <Upgrade Type>, <Installer Name>,

Example:

Filer1.domain.com,Collector1.domain.com,Indexer1.domain.com,AdminUser@domain,FALSE,-,AdminUser@domain,true,true,FALSE,*$,FALSE,

Filer2.domain.com,Collector1.domain.com,Indexer1.domain.com,AdminUser@domain,FALSE,-,AdminUser@domain,true,true,FALSE,*$,FALSE,

NOTE: To install the agents to a non-default location perform the following:

To install/configure the WinNAS Agent on a drive other than C:\ the following steps will need to be performed prior to performing the bulk addition

1. After uploading the WinNAS installer package, on each Collector node that the filers will be assigned to navigate to <INSTALLDIR>\DataInsight\installers
2. Edit the the Veritas_DataInsight_windows_winnas_<VERSION>_winnas_install.varfile and modify the following lines with the desired paths (maintain the double backslash between the directories as per the example)
   1. sys.installationDir=C\:\\Program Files\\DataInsight
   2. matrix.datadir=C\:\\DataInsight\\data
3. Save the file
4. Agents will now be installed to the desired location instead of C:\

Note: There is no installation progress displayed except for "Initiating install" and "Starting agent install",  It is OK to click Close.   Allow some times for the push installation to all nodes listed to complete.  You can monitor the installation progress in the UI, Settings - Health & Monitoring - Installation Status