Rubrik CDM Version 6.0 Rubrik Edge Install and Upgrade Guide (Rev. A2)

Rubrik Edge Install and Upgrade Guide
Rubrik CDM Version 6.0

755-0179-01 Rev A2
Rubrik Headquarters: Palo Alto, California 94304

1-844-4RUBRIK www.rubrik.com
Legal Notices
Copyright and trademarks

Copyright
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All rights reserved. This document may be used free of charge. Selling without prior written consent is
prohibited. Obtain permission before redistributing. In all cases, this copyright notice and disclaimer must
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Trademarks
Registered in the U.S. Trademark Office

Rubrik, the Rubrik graphic, and Datos IO are registered trademarks of Rubrik, Inc. in the U.S. and other
countries. Additionally, Rubrik, Inc. holds common law trademark rights in Rubrik Polaris, Polaris GPS,
Polaris Radar, Polaris Sonar, Rubrik Envision, Rubrik Edge, and Mosaic in the U.S. and/or other countries.
All other trademarks are the property of their respective owners.
Legal Notices
Certain products and features, including the Rubrik-hosted mode of Polaris for Microsoft 365 Protection,
are subject to additional product-specific terms available at https://www.rubrik.com/en/legal.
By using the Rubrik Polaris Sonar application, you understand and acknowledge that Rubrik Polaris Sonar’s
pre-existing Policies and Analyzers contain general suggestions for data elements and formats based on
common data sets and formats. The suggested data elements and formats in Rubrik Polaris Sonar are not
intended to be a comprehensive or exhaustive list of data elements and formats regulated by the GDPR,
CCPA or any other applicable laws and regulations. We also do not guarantee that your Rubrik Polaris
Sonar search results will include every instance of each data element and format within your data set. We
Copyright and trademarks 03/22/2022 | ii

strongly recommend that you consult legal counsel for specific advice regarding compliance with applicable
laws and regulations.
Rubrik Polaris Sonar is designed to assist customers with identifying certain data elements and formats and
should not be solely relied upon to identify all data elements and formats of a certain type for any purpose,
including legal or compliance.
Use of the Polaris Management Console software is subject to additional product-specific terms available at
https://www.rubrik.com/en/legal.
Copyright and trademarks 03/22/2022 | iii

Preface
Welcome to Rubrik. We appreciate your interest in our products.
Rubrik is continually working to improve its products and regularly releases revisions and new versions.
Some information provided by this guide may not apply to a particular revision or version of a product.
Review the release notes for the product to see the most up-to-date information about that product.
Revision history
The revision history of this guide.
Revision Date Description

Rev. A0 July 2021 Rubrik CDM 6.0 General Availability release.
Rev. A1 September 2021 Starting with Rubrik CDM 6.0.1, Rubrik Edge supports up to 30 TB of
disk capacity.
Rev. A2 March 2022 • Added information about the limited support provided for Rubrik
Sonar on Rubrik Edge instances.
• Updated information on Rubrik data disk sizing.
• Added topic on Rotating KMIP encryption keys.
• Added topic on Rotating Rubrik Edge encryption keys.
Support
Use one of the following methods to contact Rubrik Support.
Web Rubrik Support Portal

Phone See Get In Touch for contact options.
Email [email protected]
Related documentation
Rubrik provides documentation that covers a broad range of related concepts, tasks, and reference
information.
• Rubrik Polaris User Guide
• Rubrik Polaris Radar Quick Start Guide
Preface 03/22/2022 | iv
• Rubrik CDM Release Notes
• Rubrik CDM User Guide
• Rubrik CDM Install and Upgrade Guide
• Rubrik CDM Security Guide
• Rubrik CDM Cloud Cluster Setup Guide
• Rubrik CDM Hardware Guide
• Rubrik CDM CLI Guide
• Rubrik CDM Events Guide
• Rubrik Edge Install and Upgrade Guide
• Rubrik Virtual Cluster Install Guide
• Rubrik Compatibility Matrix
Comments and suggestions

We welcome your comments and suggestions about our products and our product documentation.
Products
To provide comments and suggestions about our products contact Rubrik Support, as described in Support.
Product documentation
To provide comments and suggestions about the product documentation, please send your message by
email to: [email protected].
Please include the following information about the product documentation to help us to find the content
that is the subject or your comments:
• Full title
• Part number
• Revision
• Relevant pages
Rubrik Build
Rubrik hosts community-based tools through the Rubrik Build program and associated GitHub repositories
for community-supplied tools.
Rubrik Build is an open source program that provides access to a growing community of enthusiasts and
experts across a number of languages and tools. Rubrik Build is used to create and improve projects that
simplify monitoring, testing, development, and automated workflows for Rubrik product deployments.
Rubrik Build includes the following resources:
• Software Development Kits
• Tooling Integrations
• Use Cases
• Community Projects
• Rubrik REST API documentation
Preface 03/22/2022 | v
Important: USE AT YOUR OWN RISK. Rubrik does not officially support the community tools. Carefully
investigate a community tool before using it. Always test a community tool on non-production data before
using the tool with production data.
Contents
Rubrik Edge...................................................................................................................................... 8
Rubrik Edge data management solution......................................................................................8
Limitations for Rubrik Edge........................................................................................................ 9
Protectable objects in Rubrik Edge............................................................................................. 9
Rubrik Edge on VMware................................................................................................................10

Virtual machine requirements................................................................................................... 10
Choosing a deployment method............................................................................................... 12
Deploying Rubrik Edge using Web Client...................................................................................12
Deploying Rubrik Edge using OVF Tool..................................................................................... 13
Rubrik Edge on Hyper-V................................................................................................................15

Deploying Rubrik Edge on Hyper-V...........................................................................................16
Rubrik Edge on Nutanix AHV........................................................................................................ 18

Deploying Rubrik Edge on AHV................................................................................................ 19
System Setup................................................................................................................................. 22
Setting up the system..............................................................................................................23
Configuring Rubrik Edge to use a KMIP server.......................................................................... 24
Rotating KMIP encryption keys................................................................................................. 25
Rotating Rubrik Edge encryption keys....................................................................................... 26
Shutting down Rubrik Edge...................................................................................................... 26
Additional data disks................................................................................................................ 27
Adding disks on VMware................................................................................................ 27
Adding disks on Hyper-V................................................................................................ 28
Adding disks on Nutanix AHV......................................................................................... 28
Registering Rubrik Edge........................................................................................................... 29
Registering using the online method............................................................................... 29
Registering using the offline method...............................................................................29
Upgrade for Rubrik Edge...............................................................................................................31

Increasing the OS disk on VMware........................................................................................... 31
Increasing the OS disk on Hyper-V...........................................................................................31
Increasing the OS disk on Nutanix AHV.................................................................................... 32
Upgrading Rubrik CDM............................................................................................................. 32
Contents 03/22/2022 | vii

Chapter 1
Rubrik Edge
Rubrik Edge
Rubrik Edge is a software-only version of the Rubrik Cloud Data Management product.
Ideally suited for a branch or remote office, Rubrik Edge™ provides the data management capabilities of
a single Rubrik™ CDM node in an easy to deploy virtual machine. Rubrik Edge meets the requirements of
branch locations that do not have data workloads that require a full Rubrik cluster.
Rubrik Edge provides the same user interface and is used in the same way as Rubrik CDM instances. For
information about using the features of Rubrik CDM, refer to the Rubrik User Guide.
Rubrik Edge data management solution

Rubrik Edge provides a data management solution for companies that have branch sites running up to 240
protectable objects. Examples of protectable objects include virtual machines, databases, and filesets.
Rubrik Edge delivers advanced data management capabilities at the branch site and enables immediate
replication of the branch site data to a Rubrik cluster running at a central site.
Branch sites benefit from locally maintained data indexing and local data browsing and search. Branch sites
also have configurable local data storage, to enable fast restoration and recovery of data, and have access
to scale out storage of replicas at the central site.
The following diagram shows a basic layout with a Rubrik Edge at three branch sites. The branch sites
replicate data to the Rubrik cluster at the central site.
Rubrik Edge 03/22/2022 | 8

Limitations for Rubrik Edge
Rubrik Edge is a single CDM node platform. Rubrik Edge has limited redundancy and scale-out is not
possible, unlike a Rubrik cluster.
Rubrik Edge supports most of the features of CDM and all object types for data protection. Rubrik Edge
cannot be deployed as a standalone product and must be configured to replicate to a Rubrik cluster,
archive to an archival location, or both.
Rubrik Edge has specific operating parameters and considerations.
• To support Polaris Sonar, the Rubrik Edge configiration must have a minimum of 16 GB RAM.
• Rubrik Edge permits a maximum of one archival operation at a time.
• A protected object may consist of one or more subgroups (for example, virtual machine disks or
filesets). For archiving, the available free space on Rubrik Edge must be greater than the largest total
data size of any of the subgroups.
• To restore a snapshot, Rubrik Edge must have sufficient free space to stage the full snapshot.
• When the network has insufficient bandwidth or is unreliable, the completion of archive operations can
be delayed. This delay can block the expiration of locally stored snapshots and lead to out of space
issues, which will cause new backups to fail.
• If Archival Consolidation is enabled for NFS or Amazon S3 compatible private object storage locations,
additional space up to the size of the largest subgroup of the protected objects is required.
• NAS direct archive is not supported on Rubrik Edge.
Protectable objects in Rubrik Edge

Rubrik Edge is scalable from 1-30 TB. To provide the best possible performance, Rubrik Edge sets limits
on the number of protectable objects (virtual machines, databases, filesets) managed, as well as the total
amount of data stored.
The following table lists the Rubrik Edge capacities and replication support for a maximum capacity of 5
TB, 10 TB, 20 TB, or 30 TB.
Category 5 TB 10 TB 20 TB 30 TB
Number of protectable objects 40 80 160 240
(general guidance)
Number of Rubrik Edge virtual 100 50 25 10
appliances replicating to a
Rubrik cluster
Number of protectable objects 300 300 300 300
for disaster recovery
Rubrik Edge supported as No No No Yes
Replication target
Virtual machine requirements describes the requirements for a Rubrik Edge deployment.
Rubrik Edge 03/22/2022 | 9

Chapter 2
Rubrik Edge on VMware
Rubrik Edge on VMware
Rubrik Edge can be deployed on supported VMware platforms.

The host environment for a Rubrik Edge virtual machine requires specific versions of VMware vCenter
Server and VMware ESXi hypervisor.
Deploy Rubrik Edge into a host environment that uses either of the following:
• VMware ESXi 5.5, 6.0, 6.5, 6.7, or 7.0
• VMware vCenter Server and ESXi 5.5, 6.0, 6.5, 6.7, or 7.0
Virtual machine requirements

Rubrik Edge can be deployed with a range of data drive sizes, from 5 TB to 30 TB. Each capacity
configuration for 5 TB, 10 TB, 20 TB, and 30 TB has minimum and recommended configurations.
Resource Rubrik Edge 5 TB (minimum) Rubrik Edge 5 TB (recommended)

vCPU 2 virtual CPUs with Reservation set to 2 virtual CPUs with Reservation set to
4,000 MHz and Limit set to Unlimited 8,000 MHz and Limit set to Unlimited
Cores per Socket 1 1
Reserved memory 16 GB 24 GB
Operating system drive 128 GB SSD/HDD, Thick Provision Lazy 128 GB SSD/HDD, Thick Provision Lazy
Zeroed Zeroed
Data drive Up to 5 TB SSD/HDD, Thick Provision Up to 5 TB SSD/HDD, Thick Provision
Lazy Zeroed Lazy Zeroed
Network card 1 virtual network adapter 1 virtual network adapter
Minimum number of 50 300
IOPS required on OS
disk
IOPS required on Data
disk

Rubrik Edge on VMware 03/22/2022 | 10

Zeroed Zeroed
IOPS required on OS
disk
disk

Zeroed Zeroed
IOPS required on OS
disk
disk

Zeroed Zeroed
IOPS required on OS
disk

disk
The Rubrik CDM User Guide provides a descriptive list of the ports required by the Rubrik cluster and
Rubrik Edge products.
Performance of Rubrik Edge depends on the number of IOPs on the disk. Using high-performance storage
and following any best practices recommended by the storage vendor optimizes performance.
Choosing a deployment method

The methods that are available for deploying Rubrik Edge on VMware ESXi depend on the ESXi version.
On ESXi 6.0, 6.5, 6.7, or 7.0 Rubrik Edge can be deployed through the vSphere Client or by using the
VMware OVF tool.
On ESXi 5.5 Rubrik Edge can only be deployed by using the VMware OVF tool.
Deploying Rubrik Edge using Web Client

Use the vSphere Client to deploy Rubrik Edge on ESXi 6.0, ESXi 6.5, ESXi 6.7, or ESXi 7.0.
Procedure
1. Download the Rubrik Edge OVA to a temporary folder on a computer that has access to the vCenter
Server through the vSphere Client.
2. Launch the vSphere Client and log in to the vCenter Server.
3. Open Home] > Hosts and Clusters].
4. In the Hosts and Cluster view, expand the hierarchical tree to find and select a host for Rubrik
Edge.
5. Right-click the selected host and click Deploy OVF Template].
The Deploy OVF Template wizard starts and opens the Select an OVF template page.
6. On the Select an OVF template page, specify the URL or local file path of the Rubrik Edge OVA, and
click Next].
The Select a name and folder page appears.
7. Type a unique name for theRubrik Edge virtual machine, select a deployment location, and click
Next].
The Select a compute resource page appears.
8. Select the resource that will run the virtual machine, and click Next.]
The Review details page appears.
9. Verify the Rubrik Edge template details, and click Next].
The Accept license agreement page appears.
10. Click Accept], and click Next].
To reject the agreement, click Cancel. Rejecting the agreement cancels the deployment.
The Select storage page appears.
11. Select the Thick Provision Lazy Zeroed] format.
12. In VM Storage Policy], select None].
13. Select a datastore with sufficient capacity, and click Next].
The Select networks page appears.

14. Specify the source network.
The Source Networks column lists the networks that are defined in the template.
15. In IP Allocation Settings] specify IP protocol] and IP allocation], and click Next].
The Ready to complete page appears.
16. Review the settings and click Finish].
The installation may take several minutes.
The Deploy OVF Template wizard finishes the deployment of the Rubrik Edge template and displays a
success message.
17. Right-click the Rubrik Edge virtual machine and click Edit Settings].
The Edit Settings dialog box appears.
18. Select the Virtual Hardware] tab.
19. In Hard disk], specify a hard disk size based on the Rubrik Edge license.
The template specifies a default size of 1 TB. Additional data disks must use the same disk size
specified during this step.
20. In Network adapter], select the correct network.
21. Click OK].
The Recent Tasks pane provides the task status, and displays a message when the task completes.
22. Right-click the Rubrik Edge virtual machine and select Power] > Power on].
Result
Rubrik Edge is deployed.
Deploying Rubrik Edge using OVF Tool

Use the VMware OVF Tool application to deploy the Rubrik Edge OVA on VMware ESXi 5.5. The OVF Tool
can also be used for ESXi 6.0, 6.5, ESXi 6.7, or ESXi 7.0.
Prerequisites
Do the following:
• Download and install the VMware OVF Tool on a computer with network access to the Rubrik Edge host.
VMware provides the OVF Tool for the following operating systems: Windows 32-bit and 64-bit, Linux
32-bit and 64-bit, and Mac OS X. Get the OVF Tool from https://www.vmware.com/support/developer/
ovf/. Documentation on the use of the OVF Tool is available at the same link.
• Obtain the resolvable hostname or IP address of the Rubrik Edge host.
• Obtain credentials for an account with administrator privileges on the Rubrik Edge host.
Context
The following instructions assume that the computer running the OVF Tool has the full path to the OVF
Tool in the PATH environment variable on the computer. When the full path to the OVF Tool is not in the
PATH variable, replace instances of ovftool in this task with the full path to the OVF Tool.
When a name contains a space character, use a backslash character to escape the space character. For
example, for a cluster named “standard resources”, use the following in the OVF Tool command:
standard\ resources
Procedure
1. Download the Rubrik Edge OVA to a temporary location on the OVF Tool computer.

2. Open a command shell on the OVF Tool computer and change the working directory to the location of
the Rubrik Edge OVA.
3. Type the following on a single line:
ovftool --allowExtraConfig --name=name --datastore=datastore rubrik.ova

vi://”username:password@vcenter-ip/dcenter-name/host/[folder
path]/cluster-name_or_host-name”
Where:
• name is the name assigned to the Rubrik Edge virtual machine in the vSphere environment.
• datastore is the name of the data store assigned to Rubrik Edge.
• rubrik.ova is the name of the Rubrik Edge OVA file. When the OVA file is not in the current working
directory, use the full pathname of the file.
• username is the name for an account with administrator privileges on the vCenter Server.
• password is the password for the account.
• vcenter-ip is the IP address of the vCenter Server host.
• dcenter-name is the name of the datacenter.
• [folder path] is the folder path, where one exists.
• cluster-name_or_host-name is the name of the cluster or host for the Rubrik Edge.
Result
The OVF Tool deploys Rubrik Edge.

Chapter 3
Rubrik Edge on Hyper-V
Rubrik Edge on Hyper-V
Rubrik Edge can be deployed on Hyper-V 2012 R2, 2016, or 2019 with a range of data drive sizes
from 5 TB to 30 TB. Each capacity configuration for 5 TB, 10 TB, 20 TB, and 30 TB has minimum and
recommended configurations.

vCPU 2 virtual CPUs 4,000 MHz 2 virtual CPUs 8,000 MHz
Reserved memory 16 GiB 24 GiB
Operating system drive 128 GiB SSD/HDD, fixed size 128 GiB SSD/HDD, fixed size
Data drive Up to 5 TiB SSD/HDD, fixed size Up to 5 TiB SSD/HDD, fixed size
IOPS required on OS
disk
disk

IOPS required on OS
disk
disk

Rubrik Edge on Hyper-V 03/22/2022 | 15

IOPS required on OS
disk
disk

IOPS required on OS
disk
disk
Deploying Rubrik Edge on Hyper-V

Use Microsoft Hyper-V Manager to deploy Rubrik Edge on Hyper-V 2012 R2 and Hyper-V 2016.
Procedure
1. Download and extract the Rubrik Edge OVA file to a temporary folder on the Hyper-V Server.
The OVA file is a compressed tar file that contains an XML file with a Hyper-V virtual machine
definition and a .vhdx file containing the operating system of the Rubrik Edge virtual machine.
2. In Hyper-V Manager, select Action] > Import Virtual Machine].
The Import Virtual Machine wizard opens.
3. Click Next].

The Locate Folder dialog box appears.
4. In Folder], specify the folder that contains the Rubrik Edge files.
5. Click Next]
The Select Virtual Machine dialog box appears.
6. In Select the virtual machine you want to import], select the rubrik-va-hyperv] virtual
machine.
7. Click Next].
The Choose Import Type dialog box appears.
8. Select Copy the virtual machine (create a unique ID)], and click Next].
The Choose Folders for Virtual Machine Files dialog box appears.
9. Specify the folders for the virtual machine files, and click Next].
The Choose Folders to Store Virtual Hard Disks dialog box appears.
10. Specify the import location for the hard disks, and click Next].
The Completing Import dialog box appears.
11. Verify the settings are correct, and click Finish].
Hyper-V Manager imports the Rubrik Edge virtual machine. The virtual machine appears as rubrik-va-
hyperv.
12. Right-click rubrik-va-hyperv] and select Rename].
13. Type a name for the virtual machine.
14. Right-click the virtual machine and click Settings] > Network Adapter.]
15. Select a valid virtual switch for the Hyper-V Server, and click Apply].
16. Click OK].
17. Right-click the virtual machine and click Settings] > ISCSI Controller 0] > Hard Drive].
18. Click Add].
19. Select Virtual Hard Disk], and click New].
The New Virtual Hard Disk wizard starts.
20. In Choose Disk Format], select VHDX].
21. In Choose Disk Type], select Fixed size].
22. In Specify Name and Location], specify the name and location of the virtual hard disk.
23. In Configure Hard Disk], select Create a new blank virtual hard disk] and specify a size for the
data drive based on the Rubrik Edge license.
The creation of the disk will take at least 10 minutes and can take more for larger disk sizes.
24. Click Finish].
25. Right-click the Rubrik Edge virtual machine, and click Power On].
Result

Chapter 4
Rubrik Edge on Nutanix AHV
Rubrik Edge on Nutanix AHV
Rubrik Edge can be deployed on Nutanix Acropolis Hypervisor with a range of data drive sizes, from 5 TB
to 30 TB. Each capacity configuration for 5 TB, 10 TB, 20 TB, and 30 TB has minimum and recommended
configurations.

IOPS required on OS
disk
disk

IOPS required on OS
disk
disk

Rubrik Edge on Nutanix AHV 03/22/2022 | 18

IOPS required on OS
disk
disk

IOPS required on OS
disk
disk
Deploying Rubrik Edge on AHV

Use the Nutanix Prism web console to deploy Rubrik Edge on Nutanix AHV.
Context
For AHV, theRubrik Edge zip file contains the following files:
• Open Virtualization Format (ovf) file that contains the package metadata and external link references.
• Manifest (mf) file with the SHA1 digests for the package.
• Certificate (cert) file for authentication.
• Virtual Machine Disk file (VMDK) with the Rubrik Edge operating system files.

See Rubrik Edge on Nutanix AHV for more information on capacity requirements an Nutanix settings.
Procedure
1. Select and download the OVA file to a temporary folder.
AHV deployment of Rubrik Edge starts with the VMware version of the of the Rubrik Edge OVA file.
2. Extract the contents of the OVA file.
To extract the contents of the OVA file, use a utility that can extract files from a tar archive.
3. Copy the VMDK file to a location that can be accessed from the Prism web console.
4. In the Prism web console, select Home > VM.
The Image Configuration dialog box appears.
5. Click Upload Image.
The Create Image dialog box appears and provides the upload status. When the image upload
completes, the Image Configuration dialog box appears. After processing, the disk image becomes
available.
6. Click Close.
7. In the Prism web console, select Settings > Image Configuration.
The General Configuration dialog box appears.
8. In Name, type a name for the virtual machine.
9. Optional: In Description], type a description for the virtual machine.
10. Select Timezone and set a time zone.
11. In VCPUs, type the associated value based on the Rubrik Edge disk capacity.
12. In Number of Cores per VCPUs, type the associated value based on the Rubrik Edge disk capacity.
13. In Memory, type the associated value based on the Rubrik Edge disk capacity.
14. In Disks > CD-ROM, click X.
This removes the CD-ROM interface from the virtual machine.
A confirmation dialog box appears.
15. Click Yes.
16. In Disks, click Add New Disk.
The Add Disk dialog box appears.
17. In Type, select Disk.
18. In Operation, select Clone from Image Service.
19. In Bus Type, select SCSI.
20. In Image, specify the Rubrik Edge VMDK file.
21. Click Add.
22. In Disks, click + Add New Disk.
23. In Type, select Disk.
24. In Operation, select Allocate on Storage Container.
25. In Bus Type, select SCSI.
26. In Storage Container, select the storage container for the Rubrik Edge .
27. In Size, specify a size for the data drive based on the Rubrik Edge license.
28. Click Add.
29. In Network Adapters (NIC), click Add New NIC.
The Create NIC dialog box appears.
30. In VLAN, select a VLAN for Rubrik Edge.
31. Click Add.
32. Click Save.
33. Power on the Rubrik Edge virtual machine.

Result

Chapter 5
System Setup
System Setup
Set up Rubrik Edge using the Rubrik CLI and perform other post-deployment tasks.
Software encryption-at-rest
When software encryption-at-rest is enabled during the system setup, use the Rubrik web UI to configure
Rubrik Edge with information about the KMIP server and perform at least one key rotation before
restarting Rubrik Edge. This task must be done before restarting Rubrik Edge to permit access to the
encrypted Rubrik Edge.
To provide enhanced security for Rubrik Edge encryption keys, rotate the keys. The method required to
rotate the keys depends on whether the keys are internally managed or are managed through an external
key manager. Rotating an encryption key through Rubrik Edge or an external key manager replaces the old
key by generating a new cryptographic key.
Additional data disks
After deploying and setting up Rubrik Edge, additional data disks can be added. The additional data disks
must be the same size as the existing data disks. The total data disk capacity cannot exceed the maximum
permitted capacity. The steps to add additional data disks depend on Rubrik Edge licensing.
Registration
Rubrik Edge virtual machines, and previously unregistered Rubrik Edge virtual machines, must be
registered with Rubrik Support. When the associated Rubrik cluster can establish an Internet connection
with the Rubrik Support Portal, use the online registration method. When the associated Rubrik cluster
cannot establish an Internet connection with the Rubrik Support Portal, use the offline method.
Related Concepts
Registering Rubrik Edge
After setting up Rubrik Edge, or upgrading previously unregistered Rubrik Edge, register Rubrik Edge
through the Rubrik Support portal.
Related Tasks
Configuring Rubrik Edge to use a KMIP server
Provide information to permit Rubrik Edge to access a KMIP server.
Rotating KMIP encryption keys
To provide enhanced security for Rubrik Edge encryption keys that are managed through an external key
manager, use KMIP to rotate the keys.
Rotating Rubrik Edge encryption keys
To provide enhanced security for Rubrik Edge encryption keys that are internally-managed, rotate the keys.
Adding disks on VMware
Use the vSphere Client to add disks to vSphere virtual machines for Rubrik Edge.
Adding disks on Hyper-V
System Setup 03/22/2022 | 22

Use Microsoft Hyper-V Manager to add disks to Hyper-V virtual machines for Rubrik Edge.
Adding disks on Nutanix AHV
Use the Nutanix Prism web console to add disks to AHV virtual machines for Rubrik Edge.
Setting up the system

After deploying Rubrik Edge, use the Rubrik CLI to set up Rubrik Edge.
Prerequisites
Before starting this task, complete each of the following:
• Finalize all adjustments to the virtual machine disk sizes.
• (For encryption-at-rest) Ensure that a KMIP server will be available to Rubrik Edge.
• (For encryption-at-rest) Obtain the credentials for the KMIP server.
• (For encryption-at-rest) Complete the task in Configuring Rubrik Edge to use a KMIP server.
Procedure
1. Power on Rubrik Edge virtual machine.
2. In the hypervisor management interface, open a console view on the Rubrik Edge.
3. Click in the console window.
The focus of the keyboard input changes to the console session.
4. At the Rubrik CLI login prompt, log in to the CLI using the admin account and the temporary
password.
The temporary password is: rubrik.
5. At the Rubrik CLI prompt, type cluster bootstrap.
The User Information section appears, starting with the E-mail prompt.
6. Type a valid email address.
Rubrik Edge sends messages for the admin account to this email address.
The Password prompt appears.
7. Type a secure password for the admin account.
Important: The password entered in this step replaces the temporary password for the admin
account. Retain the new password in a secure location.
The Re-enter Password prompt appears.

8. Type the password again.
The Cluster configuration section appears.
9. In Cluster name], type a name for the Rubrik Edge.
Rubrik Edge provides this name in the Rubrik CDM web UI and when interacting with Rubrik clusters.
This name can be different from the name assigned to Rubrik Edge in the hypervisor management
interface.
The DNS Nameservers section appears.
10. Press Enter] to accept the default name server or type a comma-separated list of IPv4 addresses of
DNS servers.
The default DNS server is the Google DNS server, 8.8.8.8.
The DNS Search Domains prompt appears.
11. Type a comma-separated list of name search domains.
The NTP Servers prompt appears.
System Setup 03/22/2022 | 23

12. Press Enter] to accept the default NTP value pool.ntp.org or type a comma-separated list of NTP
servers.
The default value, pool.ntp.org, is a virtual cluster of timeservers provide for public use by the NTP
Pool Project.
The Management Gateway prompt appears.
13. Type the IP address assigned to the management network gateway.
The Management Subnet Mask prompt appears.
14. Type the subnet mask for the management network.
The Management VLAN (Optional) prompt appears.
15. Press Enter] for no VLAN or type the IP address assigned to the management VLAN for the Rubrik
Edge.
The Enable Software Encryption (requires KMIP Server) prompt appears.
16. Choose whether to enable software encryption at rest on the Rubrik Edge.
• n – Does not enable software encryption at rest on the Rubrik Edge.
• y – Enables software encryption at rest on the Rubrik Edge.
Important: See Configuring Rubrik Edge to use a KMIP server to configure a KMIP server if
encryption is enabled.
When encryption is not enabled, the system setup process starts and the remaining steps in this task
should be skipped. When encryption is enabled, starting at the Do you want to continue? prompt,
complete the following steps.
17. Type y.
The Encryption At Rest Password prompt appears.
18. Type a secure password.
Important: Do not use the admin account password. Use a different secure password and store the
password in a secure location. Without the password the system disk cannot be decrypted and the
Rubrik Edge cannot be used.
19. Type the password again.
Result
The Rubrik CLI starts the system set up process and the Bootstrap Progress section appears with progress
messages. At the conclusion of the setup process, Rubrik Edge is ready to use.
Configuring Rubrik Edge to use a KMIP server

Provide information to permit Rubrik Edge to access a KMIP server.
Prerequisites
Deploy and setup Rubrik Edge. During setup, enable encryption at rest.
Context
When encryption at rest is enabled, Rubrik Edge must have access to a KMIP server.
Procedure
1. Log in to the Rubrik CDM web UI.
2. Click the gear icon on the top bar of the Rubrik CDM web UI.
The gear menu appears.
System Setup 03/22/2022 | 24

3. Click Manage Encryption].
4. Click the KMIP Settings] tab.
5. Click Configure Client Settings].
The Configure Client Settings dialog box appears.
6. In Client Authentication Mode] > Username], type the username for an account on the KMIP
server account.
7. In Client Authentication Mode] > Password], type the password for the account.
8. Click Update].
9. Click Add KMIP Server].
The KMIP Server dialog box appears.
10. In Server Address], type the IP address of the KMIP Server.
11. In Port], type the port used by the KMIP Server.
12. In Server Certificate], paste the Server Certificate for the KMIP Server, and click Add].
13. Click the Key Rotation Status] tab.
The One-Time Key Rotation dialog box appears.
14. Click External Key Manager (KMIP-compliant]).
15. Click Allow Rubrik to decrypt your data in the event of a disaster recovery scenario], and
click Continue].
16. View the Activity Log to confirm KMIP key rotation is configured.
Result
When Rubrik Edge is restarted, the KMIP Server provides the credentials for software encryption.
Rotating KMIP encryption keys

To provide enhanced security for Rubrik Edge encryption keys that are managed through an external key
manager, use KMIP to rotate the keys.
Prerequisites
Obtain the KMIP server information for the Rubrik Edge, as described in Configuring Rubrik Edge to use a
KMIP server.
Context
This task applies when the Rubrik Edge encryption keys are managed through an external key manager.
Rotating Rubrik Edge encryption keys describes how to rotate internally-managed keys.
Procedure
2. Click the gear icon.
3. Click Manage Encryption.
The Manage Encryption page appears with the Key Rotation Status tab selected.
4. Click the Rotate Keys.
5. Select External Key Manager (KMIP-compliant).
6. Click Continue.
Result
The Rubrik cluster rotates the encryption keys.
System Setup 03/22/2022 | 25

Rotating Rubrik Edge encryption keys
To provide enhanced security for Rubrik Edge encryption keys that are internally-managed, rotate the keys.
Prerequisites
Obtain the encryption password for the Rubrik Edge.
Context
This task applies when the Rubrik Edge encryption keys are internally-managed. Rotating KMIP encryption
keys describes how to rotate encryption keys that are managed through an external key manager.
Procedure
2. Click the gear icon.
3. Click Manage Encryption.
The Manage Encryption page appears with the Key Rotation Status tab selected.
4. Click the Rotate Keys.
5. Select Password.
6. In Current Encryption Password, type the Rubrik Edge encryption password.
7. Optional: In New Encryption Password and Confirm New Encryption Password type a new
password.
The new password that you type will replace the existing encryption password. Be sure to store the
new password in a secure location.
8. Click Continue.
Result
The Rubrik cluster rotates the encryption keys. If you typed a new password, the Rubrik cluster uses the
new password to encrypt the new encryption keys.
Shutting down Rubrik Edge

Perform a system shutdown from the Rubrik CLI.
Context
The typical operation of a Rubrik virtual machine does not require a system shutdown. But a system
shutdown is occasionally necessary for business purposes or at the request of Rubrik support.
The shutdown process powers down the Rubrik Edge virtual machine.
Procedure
1. In a terminal window, type:
ssh admin@node-IP
Where node-IP is the IP address of the Rubrik Edge virtual machine.

2. When prompted, enter the password for the admin account to display the Rubrik CLI prompt.
System Setup 03/22/2022 | 26

3. Type:
cluster poweroff_node
The poweroff confirmation prompt appears:

Warning: This operation will power off the node, any running jobs will be
terminated!!!
4. Type yes to continue.
Result
The operating system and the hypervisor gracefully power down the Rubrik Edge virtual machine.
Additional data disks

Adding data disks increase the storage capacity for Rubrik Edge.
Adding virtual disks increase the storage capacity of Rubrik Edge. The minimum virtual disk size that can
be added is 512 GB. The total disk capacity for Rubrik Edge is 30 TB.
Related reference
Virtual machine requirements
Rubrik Edge can be deployed with a range of data drive sizes, from 5 TB to 30 TB. Each capacity
configuration for 5 TB, 10 TB, 20 TB, and 30 TB has minimum and recommended configurations.
Adding disks on VMware

Use the vSphere Client to add disks to vSphere virtual machines for Rubrik Edge.
Procedure
1. Shut down Rubrik Edge following the steps in Shutting down Rubrik Edge.
2. Launch vSphere Client and log in to the vCenter Server.
3. Open Manage] > VM Hardware ] > Edit] > New device] > New Hard Disk].
4. Enter a size for the new hard disk. The size must match the original data disk size.
5. Click Add].
6. In the Edit Settings] view, expand the ‘New Hard Disk’ row.
7. Set Disk Provisioning] to ‘Thick provision lazy zeroed’.
8. Set Virtual Device Node] to ‘SCSI controller’.
9. Select the highest SCSI controller number available.
10. Click OK] to save the settings.
11. Power on Rubrik Edge.
12. Log in to the web UI for Rubrik Edge.
Since the disk isn’t ready for use yet, a Disk Down warning appears on the dashboard. This is normal.
13. From the web UI Dashboard, click System].
The System panel appears, listing a single node.
14. In the System panel, click the name of the node.
The node management page appears.
15. In the HDD Status pane of the node management pane, click Set up disk].
The Manage Disk dialog box appears.
16. Click Submit].
System Setup 03/22/2022 | 27

Result
Rubrik CDM formats the new disk and adds it to Rubrik Edge.
Adding disks on Hyper-V

Use Microsoft Hyper-V Manager to add disks to Hyper-V virtual machines for Rubrik Edge.
Procedure
1. Shut down the Rubrik Edge virtual machine following the steps in Shutting down Rubrik Edge.
2. Launch Hyper-V Manager and log in.
3. Right click on the Rubrik Edge virtual machine.
4. Click Settings] > SCSI Controller] > Hard Drive] > Add].
5. Select Virtual hard disk] and click New].
The New Virtual Hard Disk Wizard starts.
6. In Choose Disk Format], select VHDX].
7. In Choose Disk Type], select Fixed size].
8. In Specify Name and Location] specify a disk name and location.
9. In Configure Disk] specify the size of the new virtual hard disk. The size must match the original
data disk size.
10. In Summary] confirm the description is correct and click Finish].
11. Power on the Rubrik Edge virtual machine.
12. Log in to the web UI for Rubrik Edge.
13. The Activity log displays a message that a disk device is unformatted.
14. From the web UI dashboard, click System].
The System panel appears, listing a single node.
15. In the System panel, click the name of the node.
The Node Management page appears.
16. In the HDD Status pane of the node management pane, click Set up disk].
The Manage Disk dialog box appears.
17. Click Submit].
Result
Rubrik CDM formats the new disk and adds it to the Rubrik Edge instance.
Adding disks on Nutanix AHV

Use the Nutanix Prism web console to add disks to AHV virtual machines for Rubrik Edge.
Procedure
1. Shut down the Rubrik Edge virtual machine following the steps in Shutting down Rubrik Edge.
2. Launch the Prism Web Console and log in.
3. In Disks], click + Add New Disk].
4. In Type], select Disk].
5. In Operation], select Allocate on Storage Container].
6. In Bus Type], select SCSI].
7. In Storage Container], select the storage container for Rubrik Edge.
8. In Size], specify the size of the data drive. The size must match the original data disk size.
9. Click Add].
System Setup 03/22/2022 | 28

10. Click Save].
11. Select the Rubrik Edge virtual machine and power on.
Result
Rubrik CDM formats the new disk and adds it to the Rubrik Edge instance.
Registering Rubrik Edge

After setting up Rubrik Edge, or upgrading previously unregistered Rubrik Edge, register Rubrik Edge
through the Rubrik Support portal.
Register Rubrik Edge using either the online method or the offline method. Rubrik Edge registration uses
the same process as Rubrik cluster registration.
Registering using the online method

Use the online method to register a Rubrik cluster or Rubrik virtual machine that can establish an Internet
connection with the Rubrik Support Portal.
Prerequisites
Obtain a Support Portal login by sending an email to Rubrik Support at: [email protected].
Procedure
3. Click Register Cluster].
The Register Cluster dialog box appears.
4. In Register With], select Support Portal Username and Password].
5. Click Register].
6. In Username], type the username of your Support Portal account.
7. In Password], type the password for the account.
Result
The Rubrik cluster makes a secure connection with the Rubrik Support Portal server, authenticates the
account information, obtains a registration token, and applies the token to the Rubrik cluster. The Rubrik
cluster removes the Register Cluster entry from the gear menu.
Registering using the offline method

Use the offline method to register a Rubrik cluster or Rubrik virtual machine that cannot establish an
internet connection with the Rubrik Support Portal.
Prerequisites
Obtain a Support Portal login by sending an email to Rubrik Support at: [email protected].
Procedure
1. Log in to the Rubrik Support Portal at: https://support.rubrik.com.
2. Navigate to the My Products] tab.
3. Click the Register a Product].
System Setup 03/22/2022 | 29

The Register your Rubrik Cluster page appears.
4. Specify the Cluster Name] and Cluster UUID].
5. Click Download Key], to save the registration token.
The registration token is sometimes referred to as the registration key or the regcode.
8. (First login only) Click Register Cluster].
The Register Cluster page appears.
9. In Register Type], select Registration Token].
10. In Registration Token], paste the contents of the registration token file.
11. Click Register].
Result
The Rubrik cluster applies the registration token to the Rubrik cluster and completes the registration. The
Rubrik cluster removes the Register Cluster gear menu entry.
System Setup 03/22/2022 | 30

Chapter 6
Upgrade for Rubrik Edge
Upgrade for Rubrik Edge
The Rubrik Edge upgrade requires a 128 GB operating system disk. Confirm there is 16 GB of reserved
memory before starting the Rubrik CDM upgrade. The upgrade process is the same as a Rubrik cluster
upgrade process.
The following topics provide additional information.
• Increasing the OS disk on VMware
• Increasing the OS disk on Hyper-V
• Increasing the OS disk on Nutanix AHV
• Upgrading Rubrik CDM
Increasing the OS disk on VMware

Increase the size of the operating system disk on Rubrik Edge.
Procedure
2. Launch vSphere Client and log in to the vCenter Server.
3. Right-click on Rubrik Edge.
4. Click Edit Settings].
5. Select Hard Disk 1].
6. Confirm or edit the settings to 128 GB].
7. Click OK].
Result
The operating system disk is resized.
Increasing the OS disk on Hyper-V

Increase the size of the operating system disk on Hyper-V virtual machines for Rubrik Edge.
Procedure
2. Launch Hyper-V Manager and log in.
3. Right click Rubrik Edge.
4. Select the operating system drive from Settings] > SCSI Controller] > Hard Drive].
5. Click Edit].
6. Click Next].
Upgrade for Rubrik Edge 03/22/2022 | 31

7. Click Expand].
8. Click Next].
The Expand Virtual Hard Disk window opens.
9. Select 128 GB] for size.
10. Click Next].
11. In Summary] confirm the description is correct and click Finish].
Result
Increasing the OS disk on Nutanix AHV

Increase the size of the operating system disk on for Rubrik Edge.
Procedure
2. Launch the Prism Web Console and log in.
3. Select Rubrik Edge.
4. Click Update].
5. Scroll to Disks].
6. Select the operating system disk.
7. Click the edit icon.
8. In Size], select 128 GiB].
9. Click Update].
10. Click Save].
11. Select Rubrik Edge and power on.
Result
Upgrading Rubrik CDM

Upgrade the Rubrik CDM software for a Rubrik cluster by using files that have been uploaded to one of the
nodes of the Rubrik cluster.
Context
Note:
Rubrik CDM 5.3 upgrades (with the exception of r500 briks) use the rubrik-image-version.zip file. The
r500 briks use the rubrik-r528-version.zip file.

Only the Rubrik admin user can perform Rubrik CDM upgrades. The adminstaging user is required to copy
images to the cluster.
Procedure
1. Download the ZIP file containing the compressed upgrade archive and the matching signature file
from the customer portal.
2. Extract the upgrade file and the signature file from the compressed archive file.
The upgrade file name is in this format, rubrik-image-version.tar.gz.
The signature file has the tar.gz.sig extension.
The extraction command is similar to :
ubuntu@user-big-vm:~/downloads$ unzip 5.2.0-image-EA2-8809.zip
3. Use the SFTP protocol and the user name adminstaging and the Rubrik CDM web UI admin
password to connect to any node in the Rubrik cluster.
4. Upload the compressed upgrade archive and the matching signature file to the /upgrade directory.
5. Close the SFTP connection.
6. As the admin user, open an SSH session on the same node.
Type ssh admin@node_ip, where node_ip is the IPv4 address of the node.
7. At the password prompt, type the password for the admin account.
The CLI prompt appears.
8. Optional: Review the pre-upgrade status by typing this command cluster upgrade status.
The upgrade process displays information about the previous upgrade, including the mode, status, and
state. When the upgrade is in progress, the status command lists the state the upgrade is in, and
the states that are pending.
Upgrade goes through eleven states before successfully completing: ACQUIRING, COPYING,
VERIFYING, UNTARING, DEPLOYING, PRECHECKING, PREPARING, IMAGING, CONFIGURING,
MIGRATING, AND RESTARTING.
Upgrade on a r500 brik goes through nine states before successfully completing: ACQUIRING,
COPYING, VERIFYING, UNTARING, DEPLOYING, PRECHECKING, PREPARING, UPGRADING, AND
RESTARTING.
Check the Current upgrade status: line in the output. If the status is anything other than IDLE,
then the upgrade either cannot proceed, or is already in progress.
9. Run the upgrade pre-checks by typing cluster upgrade start --mode prechecks_only:
The upgrade system scans the file system for compressed upgrade archives, then runs only the pre-
checks.
10. Start the upgrade by typing this command cluster upgrade start.
The upgrade system scans the file system for compressed upgrade archives, creates the second
partition, then runs both the pre-checks and the upgrade.
11. Check the status of the upgrade using one of the available commands by typing one of these
commands.
• cluster upgrade status
• cluster upgrade status watch
Use the cluster upgrade status command to view the current status of the upgrade process.
Use the cluster upgrade status watch command to see a similar output to the status
parameter, but it includes an ongoing update that refreshes every 5 seconds.
When the state reaches IDLE, the upgrade is complete and successful, and the watch command
automatically terminates and returns to the command line.

12. Use the SFTP protocol to connect to a node as the adminstaging user.
13. Delete the compressed upgrade archive.
Result
The Rubrik cluster completes the upgrade and runs the upgraded version of the Rubrik CDM software.

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Copyright and trademarks

Copyright © 2022 Rubrik Inc.

Registered in the U.S. Trademark Office

Copyright and trademarks 03/22/2022 | ii

Copyright and trademarks 03/22/2022 | iii

Revision Date Description

Web Rubrik Support Portal

Comments and suggestions

Rubrik Edge on VMware................................................................................................................10

Rubrik Edge on Hyper-V................................................................................................................15

Rubrik Edge on Nutanix AHV........................................................................................................ 18

Upgrade for Rubrik Edge...............................................................................................................31

Contents 03/22/2022 | vii

Rubrik Edge data management solution

Rubrik Edge 03/22/2022 | 8

Protectable objects in Rubrik Edge

Rubrik Edge 03/22/2022 | 9

Rubrik Edge on VMware

Rubrik Edge can be deployed on supported VMware platforms.

Virtual machine requirements

Resource Rubrik Edge 5 TB (minimum) Rubrik Edge 5 TB (recommended)

Resource Rubrik Edge 10 TB (minimum) Rubrik Edge 10 TB (recommended)

Rubrik Edge on VMware 03/22/2022 | 10

Resource Rubrik Edge 20 TB (minimum) Rubrik Edge 20 TB (recommended)

Resource Rubrik Edge 30 TB (minimum) Rubrik Edge 30 TB (recommended)

Rubrik Edge on VMware 03/22/2022 | 11

Choosing a deployment method

Deploying Rubrik Edge using Web Client

Rubrik Edge on VMware 03/22/2022 | 12

Deploying Rubrik Edge using OVF Tool

Rubrik Edge on VMware 03/22/2022 | 13

ovftool --allowExtraConfig --name=name --datastore=datastore rubrik.ova

Rubrik Edge on VMware 03/22/2022 | 14

Rubrik Edge on Hyper-V

Resource Rubrik Edge 5 TB (minimum) Rubrik Edge 5 TB (recommended)

Resource Rubrik Edge 10 TB (minimum) Rubrik Edge 10 TB (recommended)

Resource Rubrik Edge 20 TB (minimum) Rubrik Edge 20 TB (recommended)

Rubrik Edge on Hyper-V 03/22/2022 | 15

Resource Rubrik Edge 30 TB (minimum) Rubrik Edge 30 TB (recommended)

Deploying Rubrik Edge on Hyper-V

Rubrik Edge on Hyper-V 03/22/2022 | 16

Rubrik Edge on Hyper-V 03/22/2022 | 17

Rubrik Edge on Nutanix AHV

Resource Rubrik Edge 5 TB (minimum) Rubrik Edge 5 TB (recommended)

Resource Rubrik Edge 10 TB (minimum) Rubrik Edge 10 TB (recommended)

Resource Rubrik Edge 20 TB (minimum) Rubrik Edge 20 TB (recommended)

Rubrik Edge on Nutanix AHV 03/22/2022 | 18

Resource Rubrik Edge 30 TB (minimum) Rubrik Edge 30 TB (recommended)

Deploying Rubrik Edge on AHV

Rubrik Edge on Nutanix AHV 03/22/2022 | 19

Rubrik Edge on Nutanix AHV 03/22/2022 | 20

Rubrik Edge on Nutanix AHV 03/22/2022 | 21

Additional data disks

System Setup 03/22/2022 | 22

Setting up the system

The Re-enter Password prompt appears.

System Setup 03/22/2022 | 23