Deploy a customized Amazon EC2 instance for Volume Gateway - AWS Storage Gateway

Deploy a customized Amazon EC2 instance for Volume Gateway

You can deploy and activate a Volume Gateway on an Amazon Elastic Compute Cloud (Amazon EC2) instance. The AWS Storage Gateway Amazon Machine Image (AMI) is available as a community AMI.

Note

Storage Gateway community AMIs are published and fully supported by AWS. You can see that the publisher is AWS, a verified provider.

Volume Gateway AMIs use the following naming convention. The version number appended to the AMI name changes with each version release.

aws-storage-gateway-CLASSIC-2.9.0

To deploy an Amazon EC2 instance to host your Volume Gateway

  1. Start setting up a new gateway using the Storage Gateway console. For instructions, see Set up a Volume Gateway. When you reach the Platform options section, choose Amazon EC2 as the Host platform, then use the following steps to launch the Amazon EC2 instance that will host your Volume Gateway.

    Note

    The Amazon EC2 host platform supports Cached volumes only. Stored volume gateways cannot be deployed on EC2 instances.

  2. Choose Launch instance to open the AWS Storage Gateway AMI template in the Amazon EC2 console, where you can configure additional settings.

    Use Quicklaunch to launch the Amazon EC2 instance with default settings. For more information on Amazon EC2 Quicklaunch default sepcifications, see Quicklaunch Configuration Specifications for Amazon EC2.

  3. For Name, enter a name for the Amazon EC2 instance. After the instance is deployed, you can search for this name to find your instance on list pages in the Amazon EC2 console.

  4. In the Instance type section, for Instance type, choose the hardware configuration for your instance. The hardware configuration must meet certain minimum requirements to support your gateway. We recommend starting with the m5.xlarge instance type, which meets the minimum hardware requirements for your gateway to function properly. For more information, see Requirements for Amazon EC2 instance types.

    You can resize your instance after you launch, if necessary. For more information, see Resizing your instance in the Amazon EC2 User Guide.

    Note

    Certain instance types, particularly i3 EC2, use NVMe SSD disks. These can cause problems when you start or stop Volume Gateway; for example, you can lose data from the cache. Monitor the CachePercentDirty Amazon CloudWatch metric, and only start or stop your system when that parameter is 0. To learn more about monitoring metrics for your gateway, see Storage Gateway metrics and dimensions in the CloudWatch documentation.

  5. In the Key pair (login) section, for Key pair name - required, select the key pair you want to use to securely connect to your instance. You can create a new key pair if necessary. For more information, see Create a key pair in the Amazon Elastic Compute Cloud User Guide for Linux Instances.

  6. In the Network settings section, review the preconfigured settings and choose Edit to make changes to the following fields:

    1. For VPC - required, choose the VPC where you want to launch your Amazon EC2 instance. For more information, see How Amazon VPC works in the Amazon Virtual Private Cloud User Guide.

    2. (Optional) For Subnet, choose the subnet where you want to launch your Amazon EC2 instance.

    3. For Auto-assign Public IP, choose Enable.

  7. In the Firewall (security groups) subsection, review the preconfigured settings. You can change the default name and description of the new security group to be created for your Amazon EC2 instance if you want, or choose to apply firewall rules from an existing security group instead.

  8. In the Inbound security groups rules subsection, add firewall rules to open the ports that clients will use to connect to your instance. For more information on the ports required for Volume Gateway, see Port requirements. For more information on adding firewall rules, see Security group rules in the Amazon Elastic Compute Cloud User Guide for Linux Instances.

    Note

    Volume Gateway requires TCP port 80 to be open for inbound traffic and for one-time HTTP access during gateway activation. After activation, you can close this port.

    Additionally, you must open TCP port 3260 for iSCSI access.

  9. In the Advanced network configuration subsection, review the preconfigured settings and make changes if necessary.

  10. In the Configure storage section, choose Add new volume to add storage to your gateway instance.

    Important

    You must add at least one Amazon EBS volume with at least 165 GiB capacity for cache storage, and at least one Amazon EBS volume with at least 150 GiB capacity for upload buffer, in addition to the preconfigured Root volume. For increased performance, we recommend allocating multiple EBS volumes for cache storage with at least 150 GiB each.

  11. In the Advanced details section, review the preconfigured settings and make changes if necessary.

  12. Choose Launch instance to launch your new Amazon EC2 gateway instance with the configured settings.

  13. To verify that your new instance launched successfully, navigate to the Instances page in the Amazon EC2 console and search for your new instance by name. Ensure that that Instance state displays Running with a green check mark, and that the Status check is complete, and shows a green check mark.

  14. Select your instance from the details page. Copy the Public IPv4 address from the Instance summary section, then return to the Set up gateway page in the Storage Gateway console to resume setting up your Volume Gateway.

You can determine the AMI ID to use for launching a Volume Gateway by using the Storage Gateway console or by querying the AWS Systems Manager parameter store.

To determine the AMI ID, do one of the following:

  • Start setting up a new gateway using the Storage Gateway console. For instructions, see Set up a Volume Gateway. When you reach the Platform options section, choose Amazon EC2 as the Host platform, then choose Launch instance to open the AWS Storage Gateway AMI template in the Amazon EC2 console.

    You are redirected to the EC2 community AMI page, where you can see the AMI ID for your AWS Region in the URL.

  • Query the Systems Manager parameter store. You can use the AWS CLI or Storage Gateway API to query the Systems Manager public parameter under the namespace /aws/service/storagegateway/ami/CACHED/latest for Cached Volume Gateways or /aws/service/storagegateway/ami/STORED/latest for Stored Volume Gateways. For example, using the following CLI command returns the ID of the current AMI in the AWS Region you specify.

    aws --region us-east-2 ssm get-parameter --name /aws/service/storagegateway/ami/STORED/latest

    The CLI command returns output similar to the following.

    {
    "Parameter": {
        "Type": "String",
        "LastModifiedDate": 1561054105.083,
        "Version": 4,
        "ARN": "arn:aws:ssm:us-east-2::parameter/aws/service/storagegateway/ami/STORED/latest",
        "Name": "/aws/service/storagegateway/ami/STORED/latest",
        "Value": "ami-123c45dd67d891000"
    }
}