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AWS Storage Gateway
User Guide (API Version 2013-06-30)

Creating a Gateway

In this section, you can find instructions about how to download, deploy, and activate a file gateway.

Selecting a Gateway Type

With File Gateway, you store and retrieve objects in Amazon S3 with a local cache for low latency access to your most recently used data.

To select a gateway type

  1. Open the AWS Management Console at http://console.aws.amazon.com/storagegateway/home, and choose the AWS Region that you want to create your gateway in.

    If you have previously created a gateway in this AWS Region, the console shows your gateway. Otherwise, the console home page appears.

  2. If you haven't created a gateway in the AWS Region you selected, choose Get started. If you already have a gateway in the AWS Region you selected, choose Gateways from the navigation pane, and then choose Create gateway.

  3. On the Select gateway type page, choose File gateway, and then choose Next.

Selecting a Host Platform and Downloading the VM

If you are creating the gateway on-premises, you download and deploy the gateway VM and then activate the gateway. If you are creating the gateway on an Amazon EC2 instance, you launch an Amazon Machine Image (AMI) that contains the gateway VM image and then activate the gateway. For information about supported host platforms, see Supported Hypervisors and Host Requirements.

Note

Only file, cached volume and tape gateway types can be run on an Amazon EC2 instance.

To select a host platform and download the VM

  1. On the Select host platform page, choose the virtualization platform you want to run your gateway on.

  2. Choose Download image next to your virtualization platform to download a .zip file that contains the .ova file for your virtualization platform.

    Note

    The .zip file is over 500 MB in size and might take some time to download, depending on your network connection.

    For EC2, you create an instance from the provided AMI.

  3. Deploy the downloaded image to your hypervisor. You need to add at least one local disk for your cache and one local disk for your upload buffer during the deployment. File gateway requires only one local disk for cache. For information about local disk requirements, see Hardware and Storage Requirements.

    If you choose VMware, you must do the following:

    • You must store your disk in Thick provisioned format. When you use thick provisioning, the disk storage is allocated immediately, resulting in better performance. In contrast, thin provisioning allocates storage on demand. On-demand allocation can affect the normal functioning of AWS Storage Gateway. For Storage Gateway to function properly, the VM disks must be stored in thick-provisioned format.

    • You must configure your gateway VM to use paravirtualized disk controllers. For more information, see Configuring the AWS Storage Gateway VM to Use Paravirtualized Disk Controllers.

    If you choose Microsoft Hyper-V, you must do the following:

    • Configure the disk type as Fixed size. When you use fixed-size provisioning, the disk storage is allocated immediately, resulting in better performance. If you don’t use fixed-size provisioning, the storage is allocated on demand. On-demand allocation can affect the functioning of AWS Storage Gateway. For AWS Storage Gateway to function properly, the VM disks must be stored in fixed-size provisioned format.

    • When allocating disks, choose virtual hard disk (.vhd) file. Storage Gateway supports .vhdx file type. This file type enables you to create larger virtual disks than other file types. If you create a .vhdx type virtual disk, make sure that the size of the virtual disks you create does not exceed the recommended disk size for your gateway.

    For both VMware and Microsoft Hyper-V, synchronizing the VM time with the host time is required for successful gateway activation. It is important to make sure that your host clock is set to the correct time and synchronize it with an NTP server.

For information about deploying your gateway to an Amazon EC2 host, see Deploy your gateway to an Amazon EC2 host.

Connecting to Your Gateway

To connect to your gateway, the first step is to get to the IP address of your gateway VM. You will use this IP address to activate your gateway. For gateways deployed and activated on an on-premises host, you can get the IP address from your gateway VM local console or your hypervisor client. For gateways deployed and activated on an Amazon EC2 instance, you can get the IP address from the Amazon EC2 console. The activation process associates your gateway with your AWS account. You gateway VM must be running for activation to succeed.

Make sure you connect to the correct gateway type. The OVA and AMI for the gateway types are different and are not interchangeable.

To get the IP address for you gateway VM from the local console

  1. Log on to your gateway VM local console. For detailed instructions, see

  2. Get the IP address from the top of the menu page.

  3. Take note of the gateway IP address.

To get the IP address from an EC2 instance

  1. Open the Amazon EC2 console at https://console.aws.amazon.com/ec2/.

  2. In the navigation pane, choose Instances, and then select the EC2 instance.

  3. Choose the Description tab at the bottom, and then note the IP address. You will use this IP address to activate the gateway.

For activation, you can use the public or private IP address assigned to the gateway. You must be able to reach the IP address that you use from the browser from which you perform the activation. In this walkthrough, we use the public IP address to activate the gateway.

To associate your gateway with your AWS account

  1. If the Connect to gateway page isn't already open, open the console and navigate to the Connect to gateway page.

  2. Type the IP address of your gateway for IP address, and then choose the Connect gateway button.

For detailed information about how to get the gateway IP address, see Connecting to Your Gateway.

Activating Your Gateway

To activate your gateway

  1. To complete the activation process, provide information on the activation page to configure your gateway setting:

    • Gateway Time Zone specifies the time zone to use for your gateway.

    • Gateway Name identifies your gateway. You use this name to manage your gateway in the console; you can change it after the gateway is activated. This name must be unique to your account.

      The following screenshot shows the activation page for file gateway.

  2. Choose Activate gateway.

  3. If activation is not successful, see Troubleshooting Your Gateway for possible solutions.

Configuring Local Disks

When you deployed the VM, you allocated local disks for your gateway. Now, you configure your gateway to use these disks.

To configure local disks

  1. On the Configure local disks page, identify the disks you added and decide which ones you want to allocate for cached storage. For information about disk size limits, see Configuration and Performance Limits.

  2. Choose Cache for the disk you want to configure as a cache storage.

    If you don't see your disks, choose Refresh.

  3. Choose Save and continue to save your configuration settings.

    Now that you have activated your gateway and configured storage, you are ready to create a file share.

Next Steps:

Creating a File Share