# Configuring Devices

Normally the Device Configuration Wizard is the best way to configure new or additional devices and tape libraries. The Device Configuration Wizard can be run at any time.

{% hint style="info" %} <mark style="color:blue;">**See also.**</mark> [Device Configuration Wizard](https://docs.catalogicsoftware.com/dpx-4.14/installation-and-configuration/tape-libraries/tape-library-setup#device-configuration-wizard)
{% endhint %}

This topic describes manual procedures to configure devices and tape libraries not handled by the Device Configuration Wizard.

Storage devices are the physical drives on which media volumes, such as tape cartridges, are processed. The *Configure Device* window allows you to define storage devices and arrange them in device clusters. You can also use the *Configure Device* window to view and modify your device configuration.

When creating a node group (using the *Configure Device* window), you specify a default device cluster or tape library for the group. Later, when defining a backup or migrate job, you can override this default.

There are two types of storage groupings: device clusters and tape libraries, each with two setup variations: SAN (Storage Area Network) and non-SAN devices. A device cluster is a collection of devices grouped logically by the system administrator. A tape library is a collection of devices physically grouped together. From a functional viewpoint, a tape library is analogous to a device cluster. Thus, tape libraries displayed in the desktop interface are often listed along with device clusters under the heading *Device Cluster*. Following are the icons for the four variations. The SAN icons have a cyan fill.

<table><thead><tr><th>Type</th><th width="209.33333333333331">Variation</th><th>Icon</th></tr></thead><tbody><tr><td>Device Cluster</td><td>non-SAN</td><td><img src="https://136305054-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2UXIs2mYtZK3gESAw4ZQ%2Fuploads%2Fgit-blob-cb6db4f6dbe66a3d0ecdb895002cccb0d5b31a16%2Fdevice%20cluster%20SAN%20icon.png?alt=media" alt=""></td></tr><tr><td></td><td>SAN</td><td><img src="https://136305054-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2UXIs2mYtZK3gESAw4ZQ%2Fuploads%2Fgit-blob-257b92d4ba81e9947c63f5f0eff1221432500f21%2FdevicepoolsDevicepool1.png?alt=media" alt="" data-size="original"></td></tr><tr><td>Tape Library</td><td>non-SAN</td><td><img src="https://136305054-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2UXIs2mYtZK3gESAw4ZQ%2Fuploads%2Fgit-blob-aff89dc98f68955328eb79ad317f7064d9d18aa2%2FadminsResource4.png?alt=media" alt="" data-size="original"></td></tr><tr><td></td><td>SAN</td><td><img src="https://136305054-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2UXIs2mYtZK3gESAw4ZQ%2Fuploads%2Fgit-blob-e2a3a25c5ee30fc3db900f203d360012e25600ea%2FjukeboxesJukebox1.png?alt=media" alt="" data-size="original"></td></tr></tbody></table>

#### **To launch the Configure Device window:**

* Select the **Configure** tab in the Function Tab bar, then click **Devices** in the task panel.

## Elements of the Configure Device Window

* **Configure Device: Resource Tree**

  The Device Resource Tree displays the hierarchical structure of storage devices as follows:\\

  ```
  +Enterprise
       + Device Cluster/Tape Library
            + Device or SAN Device
                 + SAN Path (for SAN devices only)
  ```

  \
  You can drill down to the device or SAN path level by clicking the plus to the left of a resource icon. Initially, the Enterprise is selected, as indicated by the filled check box.\
  Green lines protruding from a device cluster or tape library icon indicates a SAN device cluster or tape library. The hierarchical structure presents a SAN device path and non-SAN device (the lowest levels in the hierarchy) in a similar format for consistency. The SAN path tells which node to use to access the desired device. The format of a SAN device path or non-SAN device is *device-name\@node-name*.\
  If you click an icon or name of a resource other than the Enterprise, its edit dialog appears in a pane on the right side of the Configure Devices window.\\
* **Configure Device: Context Menus**

  You can access the Configure Device Context menus by right-clicking an icon or name. Each icon in the Device Resource Tree has its own context menu with relevant entries.
* **Configure Device: Menu Bar**

  In addition to the common menu options (see [Common Menu Bar Options](https://docs.catalogicsoftware.com/dpx-4.14/desktop-interface/common-menu-bar-options)), the Configure Device window contains the Device menu and the Option menu.

  \
  To access an item in the Device or Option menu, do one of the following:

  * From the menu bar, select **Device** or **Option**. Then select the desired item.
  * Use the keyboard shortcut Alt+D. Use the up-arrow and down-arrow keys to select the desired menu item, then press Enter.

  The Device and Option menus are described in the topics that follow.
* **Configure Device Task Panel**

  The Device Configuration task panel buttons are described in the topics that follow.

## Adding a Device Cluster

A device cluster is a logical grouping of non-tape library (standalone) backup devices. For information about adding a tape library, see [Adding a Tape Library Device](https://docs.catalogicsoftware.com/dpx-4.14/installation-and-configuration/devices/adding-a-tape-library-device).

#### Guidelines for adding a device cluster:

* Every device must be a member of one and only one device cluster.
* All devices in a cluster must use the same media. For example, devices that use disk directories and devices that use tape cannot be in the same device cluster.
* A single device cluster cannot contain both devices on a Storage Area Network (SAN) and devices directly connected to a server. They must be in separate device clusters.

#### To add a new device cluster:

1. Click **Configure** on the Function Tab bar of the window, then click **Devices**.
2. Open the Add Device Cluster dialog in the right pane by doing one of the following:

   * Right-click the Enterprise name or icon to display the Enterprise context menu. The selection check box indicates the selected Enterprise. Then select **Add Device Cluster**.
   * In the left pane, select the Enterprise to which you want to add the device cluster.
     * From the menu bar, select **Device** > **Add Device Cluster**.
     * On the task panel, click **Add Device Cluster**.

   The Add Device Cluster dialog appears.
3. Complete the active fields in the Add Device Cluster dialog:
   * **Device Cluster Name**

     Enter a name (up to 48 alphanumeric characters, no spaces) for the device cluster (for example, SALES\_DRIVES). No two device clusters in the Enterprise can have the same name.
   * **Storage Area Network**

     Specify whether devices in the device cluster are connected to a Storage Area Network (SAN). A single device cluster cannot contain both devices on a SAN and devices directly connected to a server.
   * **Device Type**

     Select a storage device type from the pull-down menu (for example, DLT). For backing up to a DiskDirectory, select DISKDIRECTORY.
   * **Comment**

     Enter an optional comment up to 48 characters.
4. Select **Add** on the task menu at the top right of the right pane. If you are unable to see the task menu, resize the right pane.

The new device cluster name appears in the device resource tree in the left pane and is indicated by the selection check box. The add device cluster dialog in the right pane becomes the edit device cluster dialog for the new device cluster.

## Registering AWS S3 Cloud Storage

A device cluster is a logical grouping of non-tape library (standalone) backup devices. Follow these steps to add and configure AWS S3 for Agentless VMware and Block archiving.

{% hint style="info" %} <mark style="color:blue;">**See also.**</mark> In addition to the AWS S3 cloud storage, Catalogic DPX supports the cloud storage by some other vendors, such as MinIO. For more information about how to register these generic cloud storage with Catalogic DPX, see [Registering a Generic Cloud Storage](https://docs.catalogicsoftware.com/dpx-4.14/storage/cloud-storage/registering-a-generic-cloud-storage).
{% endhint %}

#### Registering Amazon S3 Cloud Storage with Catalogic DPX

You can register Amazon S3 cloud storage by taking the following steps with Catalogic DPX from the Java-based DPX Management Interface:

1. Complete the preparation that is described in [Cloud Storage](https://docs.catalogicsoftware.com/dpx-4.14/storage/cloud-storage).
2. In the desktop interface, open the **Configure** tab in the function tab bar.
3. From the task pane, see the Configuration Options section and open **Devices** in it.
4. Right-click the Enterprise item that you want to add the cloud storage, and click **Add Device Cluster** to open the device cluster registration pane.
5. In the device cluster registration pane, enter the following fields:

   * **Device Cluster Name**

     An arbitrary, unique name that you can identify your cloud storage item in Catalogic DPX. Device cluster names must be up to 48 alphanumeric characters with no spaces. For example, *PRODUCTION\_CLOUD*. Ensure that none of the device clusters are sharing the same name.
   * **Device Type**

     Set to **CLOUD**.
   * **Cloud Provider Type**

     Select **AWS S3** for Amazon S3 Standard or Amazon S3 Glacier.\\

     > <mark style="color:blue;">**See also.**</mark> If you select Amazon S3 Glacier for the cloud provider type, the Standard archive retrieval mode is used by default. To switch this archive retrieval option to Expedited for a rapid restore, follow the instructions in Setting Block Restore Source Options.
   * **Bucket Name**\
     Name the bucket.
   * **IAM Access Key ID**

     The access ID of the AWS Identity & Access Management (IAM).
   * **IAM Secret Access Key**

     The Secret Access Key of the IAM.
   * **Comment**

     Optional comments to the device cluster item in Catalogic DPX. Up to 48 characters.

   Click **Add**.

The new device cluster name appears in the device resource tree in the left pane and is indicated by the selection check box. The add device cluster dialog in the right pane becomes the edit device cluster dialog for the new device cluster. Once the new device has been configured, a Device Type of Cloud is available for proxy selection in the Device Cluster and Device Configuration screens.
