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Hardware conversion: CX3-80 to a CX4-960

.1

.2

cvstr800_R002

Verify that the first part of this procedure has been completed successfully before continuing. Use
Navisphere to confirm that the version of ConversionPrep installed on the array matches the TARGET
platform hardware before continuing.

Swap Source to Target Hardware

Perform
Early Checks
on Source

Power
Down Source
Hardware

Prepare
Source for
Conversion

Label Source
Backend
Cables

P Done

Swap Source
to Target
Hardware

Swap to
Target
Hardware

Perform
Software
Conversion

Prepare I/O
Modules and
Back-end

Perform Post
Conversion
Tasks

Hardware
Swap
Checklist

The following steps will require you to :

a) Shutdown the SPE
b) Remove all power cables
c) Remove all SPS sense cables
.3

Shutdown the SPE chassis and the boot chassis by turning off the SPS power switches. This will turn
off power within one minute.

.4

Remove the power cables between the SPE power supplies and the SPS unit and the boot chassis
and SPS

.5

Remove the SPS signal cables between the SPS and each SP.

.6

Power
Down Source
Hardware

Label Source
Backend
Cables

Swap to
Target
Hardware

Prepare I/O
Modules and
Back-end

The following steps will require you to :

a) Label and remove all back end cables
b) Verify all front end cabling labels have been applied
c) Label, if necessary, and remove the LAN management cable

Hardware
Swap
Checklist

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.7

CLEARLY label and then remove each back end cable from the SPs.

Your conversion kit will include pre-labeled cable clips with clearly marked back end (BE) port
locations. Place a cable clip on each back end port cable that matches the current back end port
configuration.
NOTE: On all arrays except for the CX700 each back end port is color coded. The cable clips
provided in the conversion kits are also color coded:
Back end Port 0 (zero) is Orange
Back end Port 1 (one) is Blue
Back end Port 2 (two) is Black
Back end Port 3 (three) is Green
.8

You should have already labeled and removed each front-end cable from both SPs from a
previous step.

Your conversion kit will include cable clips with either pre-defined labels or blank labels to be used to
label your front end (FE) port locations.
.9
.10

Remove the LAN management cable to each SP.

Swap to TARGET Hardware

Power
Down Source
Hardware

Label Source
Backend
Cables

Swap to
Target
Hardware

Prepare I/O
Modules and
Back-end

Hardware
Swap
Checklist

The following steps will require you to :

a)
b)
c)
d)
e)
f)
.11

Remove all existing hardware including bezels and bezel clips as required
You will reuse the existing SPS with its mounting rails and tray
Install the SPE with its mounting rails and tray
Reinstall bezel clips and bezel as required
Reconnect all SPE, SPS and DAE power cords
Reconnect the SPS sense cables

Reuse the 2U SPS and its mounting system.

This conversion will reuse the existing 2U, 2.2kw SPS.

All conversions are different so you may be presented with 2 possible scenarios:
a. The SPS may remain in its current location in the cabinet.
b. The SPS may need to be relocated within the existing cabinet or in another cabinet. Reuse the
current rails if a re-racking is necessary. Please plan accordingly.
.12

Remove the 4U SPE and its mounting system.

You will be replacing it with a new 4U SPE. There will be no additional space requirements for a
CX3-80 to CX4-960 conversion. The U space used is the same for both arrays. Please plan
accordingly.

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All conversions are different so you may be presented with 2 possible scenarios:
a. The new SPE may be installed in the same location in the cabinet as the previous SPE.
b. The SPE may need to be relocated within the existing cabinet or in another cabinet. Reuse the
current rails if a re-racking is necessary. Please plan accordingly.
.13

Recommended Stacking Order

The stacking order for the CX4-960 is shown below:

NOTE: The 4U SPE should be mounted directly below the DAE-OS. (DAE 0_0)
The 2U SPS should be mounted directly below the 2U SPE.
An assumption has been made here that the DAE-OS (DAE 0_0) is always the first DAE mounted in
the rack above the array. In all cases DAE 0_0 is the DAE that back end port 0 is connected to.
.14

Check the SPS Rail Kit

NOTE: The following sections have been provided should you need to re-rack the SPS in a
cabinet. If the SPS is remaining in its current location you may skip this SPS install section
and proceed to the SPE replacement section.
NOTE: Since EMC uses easily adjustable universal rails to mount these items in a NEMA-standard
cabinet, these instructions apply to non-EMC cabinets as well.
a. Locate and unpack the SPS mounting kit that accompanied your enclosure.
b. Verify that the kit includes the following:

2 adjustable rails (20.5-34 inches)

Phillips M5 12.7 mm screws

2U bezel (front rack panel)

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.15

Remove the filler panels:

In most cases, the space into

will install your SPS is covered
panel, which is attached to latch

which you
by a filler
brackets.

a. Remove the filler panel.

.16

b. Use a flat-blade screwdriver

tool to pry off the latch

or similar
brackets.

c.

details.

The figure here gives

Install the adjustable rails into the cabinet for the SPS:
a. After you decide where in the cabinet you want to install the SPS tray, find the unoccupied 2U
section on the rear channels. It is suggested that you install the SPS tray immediately below
the SPE, if possible. See the Recommended Stacking Order noted above.
From the front of the cabinet, insert the alignment pins on one mounting rail assembly into the
appropriate holes of the selected 2U space on a rear channel. The figure below shows the correct
channel holes for the alignment pins.

b. Extend the rail to the front cabinet channel. Align the holes of the front rail flange to the inside
of the channel, ensure that the rail is level, and then install an M5 x 16-mm Phillips securing
screw in the center hole, as shown below.
NOTE: Leave the screw slightly loose to allow for adjustment after you install the tray.

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c.

At the back of the cabinet, insert and tighten two M5 x16-mm securing screws in the holes
above and below the alignment pins, as shown above.

d. Repeat steps b through d for the other rail assembly.

.17

Install the SPS tray in the cabinet:

a. From the front of the cabinet, align the SPS tray with the mounting rails. Position the tray as
shown below.
b. Slide the tray onto the mounting rails in the cabinet, until the flanges of the tray are flush with
the cabinet channels.

c.

Install the four M5 x 16mm securing screws (two on each side) that hold the 2U SPS tray to
the front channels, as shown the following figure.

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d. Install the two M5 x 10mm securing screws (one on each side) that secure the 2U SPS tray to
the mounting rails, as shown above.
.18

Install the SPS units in an SPS tray:

WARNING: The unit is heavy and should be installed into a rack by two people. To avoid personal
injury and/or damage to the equipment, do not attempt to lift and install the unit into a rack without a
mechanical lift and/or help from another person.
a. Remove the SPS units from their packaging.
b. Working from the front of the cabinet, with help from another person or mechanical lift, slide
the SPS units onto the tray as shown in the figure below.
NOTE: To eliminate potential bow caused by the weight of the SPS(s), press up on the
middle of the tray with one hand while you secure the units to the tray. (The tray will not bow
if placed on the bottom of the cabinet.)

c.

Attach the front fastening bracket using the 4 screws provided as shown below.

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Tighten the 4 captive thumbscrews (shown below) that secure the SPS units to the back of the tray.

.19

Install the latch brackets and bezel:

Install the latch brackets and bezel:

a. Use four Phillips M4 x 10-mm screws to secure latch brackets on each side of the front
fastening bracket. (The brackets are stamped L and R for correct orientation.)
a. Press the bezel onto the latch brackets until it snaps into place.

.20

Prepare to mount the SPE

NOTE: The following sections have been provided should you need to re-rack the SPE in a

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cabinet. If the SPE is remaining in its current location you may skip this SPE rail mount
section and proceed to the section titled Install the SPE enclosure in the cabinet:
Install mounting rails for the CX4-480 SPE above the SPS you just installed.
.21

Check the SPE Rail Kit

NOTE: Since EMC uses easily adjustable universal rails to mount these items in a NEMA-standard
cabinet, these instructions apply to non-EMC cabinets as well.
Locate and unpack the enclosure mounting kit that accompanied your enclosure. Verify that the kit
includes the following:

.22

2 adjustable rails (20.5-34 inches)

Phillips M5 12.7 mm screws

2U bezel (front rack panel)

Remove the filler panels from SPE area:

Use the same procedure shown earlier to remove any existing bezel from the SPE area.
.23

Install the adjustable rails for the SPE (Right side)

Note: the SPE rail procedure is similar to the SPS rail mounting that was just performed. The new
SPE rails should be mounted directly above the SPS rails you just installed.
a. Locate and unpack the rail kit that accompanied your enclosure.
b. From the front of the cabinet, insert the alignment pin on the right mounting rail assembly into the
middle hole of the selected 1U space on a rear channel. The diagram below shows the correct
channel holes for the alignment pins.
c.

Pull the adjustable rail forward to the inner side of the front channel (the surface facing the rear
of the cabinet), and align the three holes on the rail with those in the channel.

d. Secure the rail to the front channel using one of the provided screws at the bottom hole of the
rail. Leave the screw slightly loose to allow for adjustment after you install the enclosure.

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.24

Install the adjustable rails for the SPE (Left Side):

e. Repeat Steps b through d on the left side, with the left rail.
f.
.25

From the rear of the cabinet, use two of the provided screws to secure each rail to the rear
channel. Tighten the screws.

Install the SPE enclosure in the cabinet:

WARNING: The enclosure is heavy and should be installed into a rack by two people. To avoid
personal injury and/or damage to the equipment, do not attempt to lift and install the enclosure into a
rack without a mechanical lift and/or help from another person.
a. With help from another person, lift the enclosure and, from the front of the cabinet, slide the
enclosure onto the rails as shown below.

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When the enclosure slides to the back of the cabinet, the two notches in the rear of the
enclosure insert into the rear tabs on the back corner of each rail. The tabs secure and
support the rear of the enclosure.
NOTE: If the chassis does not slide all the way into the cabinet, you may need to further
loosen the screws that hold the rear of the rails in place and then adjust the rails to allow the
tabs to fit into the notches.
b. Loosen the captive screws on the power supply to unlock the handle. Extend the power
supply handle to install three (3) 8x32 flathead screws to each side of the SPE. These
screws secure the SPE to the adjustable rails. Refer to the following figure.
Repeat for the other side.

Close the power supply handles and secure them in place by tightening the captive screws.
c.

Tighten the four screws (two on each rail) that secure the rails to the front channels.

10

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.26

Install the latch brackets and SPE bezel:

a.
b. Assemble the latch brackets as shown below.

c.

Attach the latch bracket assemblies to the NEMA rails.

Press the front bezel onto the latch brackets at the front of the cabinet until it snaps into place, then
lock the bezel with the key.

11

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.27

Setting up SPE chassis:

Refer to the diagrams below as you complete the following steps.

NOTE: Be sure to maintain all A to A and B to B connections. Failure to do so will prevent write
caching from working. Refer to the note in the previous step.
a. Plug the free end of power supply As power cord into SPS As power outlet.
b. Plug the free end of power supply Bs power cord into SPS Bs power outlet.
c.

Repeat the steps above on the power/cooling modules in the first (boot chassis) DAE3P
(EA 0) ensuring both power supplies are plugged into their respective SPS units. Make
certain you secure the power cord with the retention bails (strain reliefs) at each
connector. The strain reliefs prevent the power cord from pulling out of the connections.

d. Connect each SPS AC inlet to the nearest AC outlet in the vertical power strip in the
cabinet. As shown in the diagram below, each SPS connects to a different power strip.
e. Connecting the power cords to the SPSs and DAE3P boot chassis:

12

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.28

Connect the standby power supplies sense cables to the Management Module:

Refer also to the diagram above as you connect the Management Module to the SPS.
a. Connect standby power supply A (SPS A) to the SPS serial port (marked with a battery
symbol) on management module A; Use the supplied SPS signal cable, which is an RJ45
to 9-pin mini connector.
b. Connect standby power supply B (SPS B), if present, to the SPS serial port (marked with
a battery symbol) on management module B. Use the supplied SPS signal cable, which is
an RJ45 to 9-pin mini connector.
c.

.29

Connect additional DAE3Ps and other devices to the power strips in the cabinet. For high
availability, connect dual power supplies in any component to separate power circuits
(opposite strips in the cabinet).

Prepare I/O Modules and Back-end

Power
Down Source
Hardware

Label Source
Backend
Cables

Swap to
Target
Hardware

Prepare I/O
Modules and
Back-end

Hardware
Swap
Checklist

This involves several steps:

a. Determine expected I/O Module locations for your conversion path
b. Adjust I/O Module locations, if required
c. Connect back-end cables only (SPA and SPB)
d. Group cables by I/O module
.30

Locate appropriate I/O Module and Port Layout

Each conversion path from a SOURCE to a CX4 TARGET has its own I/O Module and Port Layout.
Find your SOURCE array and TARGET array in the I/O Module and Port Layout Table below.
.31

I/O Module and Port Layout Table

Legend:
a. Logical port numbers for iSCSI front-end ports are in gray boxes: e.g FE 0 .
b. Logical port numbers for Fibre Channel ports are in white boxes: e.g FE 3 .
c. Logical port numbers for Fibre Channel back-end ports are in boxes with standard Clariion colorcoding: e.g. BE 0 , BE 1 , BE 2 and BE 3 port color-coding.
d. The Mirror View ports are indicated with bold underline green logical port numbers: iSCSI MV
is like FE 0 and Fibre Channel MV is like FE 3 .
e. Ports marked TBD are NOT persisted by the conversion software. These ports can be persisted
at a later date and must be done as a separate a step from the conversion itself. You should
check with your customer as to what type of I/O module can be used within his infrastructure.
Please refer to the Early Preparation module step titled: IMPORTANT: Plan for iSCSI
MirrorView connectivity.

13

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(For CX4-960 TARGET)

BE 0

BE 1

(FC)

(FC)

CX3-80

.32

FE 0

FE 1

(FC)

(FC)

...
BE 2

BE 3

FE 2

FE 3

(FC)

(FC)

(FC)

(FC)

Port A0,B0
(FC)
3 FE 1
2 FE 0
1
0

BE 1
BE 0

Chassis Slot
A1,B1 A2,B2 A3,B3
(FC)
FE 3
FE 2
BE 3
BE 2

Annex Slot
A4,B4 A5,B5
(iSCSI)

TBD
TBD

Adjust the Current I/O Module Locations, if necessary

EXTREMELY IMPORTANT: Your new TARGET array has been shipped with the I/O
Modules inserted into the SPE already.
Place the I/O Modules in the proper slots using the entry you found. The diagram below shows the
location of slots on the CX4-960 chassis and the associated I/O Annex.

SPB Chassis

B0

B1

B2

B3

SPA Chassis

A0

A1

A2

A3

I/O Annex
(SPB & SPA)

B4

B5

A4

A5

I/O Modules in CX4-960 chassis are oriented horizontally, and each has 2 or 4 ports, depending on
the I/O Module type.
.33

Connect the back end cables

The original SOURCE array may have several back end busses. All back ends must be connected to
SPA and SPB.
a. Connect BE 0 Connect the PRI connectors on each LCC of the boot DAE chassis to port 0 of
the I/O module in slot A0.
b. Using the I/O Module and Port Layout chart above, connect all remaining back ends to their
respective ports.
c.

Repeat steps a and b for SPB.

WARNING: Do not connect front-end cables at this time.

I/O Modules in CX4-960 chassis are oriented horizontally, and each has 2 or 4 ports, depending on
the I/O Module type.

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port 1

port 0

port 3

port 2

port 1

port 0

FC I/O Modules

iSCSI I/O Modules

In most cases not all I/O modules and ports will be used for your conversion. They may be utilized for
HW upgrades or to add hosts AFTER the conversion is complete. Use the CLARiiON Procedure
Generator and/or Unisphere Service Manager (USM) to add a host or to upgrade your array AFTER
the conversion has been completed.
.34

Group Cables by I/O Module

Use the spark plug holder clip to group your cables with the corresponding I/O Module. All cables
that will connect to an I/O Module in slot A0 will use one holder, for example. This includes front end
and back end cables. In the case of an iSCSI I/O Module, there will be two cables per holder.

Cable holder clip:

Note: the clip may or may not include numbering.
.35

Hardware Swap Checklist

Power
Down Source
Hardware

Label Source
Backend
Cables

Swap to
Target
Hardware

Prepare I/O
Modules and
Back-end

Hardware
Swap
Checklist

Before continuing with your conversion, you will know that you have completed this conversion task
when the following has been done:
a. All back end and front end cables have been properly identified using the labeled cable clips
provided in the conversion kit.
b. All cables have been grouped by I/O Module.
c. Only the back end cables have been plugged into their correct back end ports on SPA and SPB.
d. Both SPA and SPB are inserted.
e. You have configured a Hyperterm session on SPA with logging enabled to capture any failure
with the upcoming software conversion steps.
.36

All Sub-steps in Swap Source to Target Hardware are Done

15

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Perform
Early Checks
on Source

Power
Down Source
Hardware

Prepare
Source for
Conversion

Label Source
Backend
Cables

Swap Source
to Target
Hardware

Swap to
Target
Hardware

Perform
Software
Conversion

Prepare I/O
Modules and
Back-end

Table of Contents

16

Perform Post
Conversion
Tasks

Hardware
Swap
Checklist