Installing the ShadowControl Appliance

The ShadowControl appliance installs on either a physical or virtual machine using a standard ISO file.

Important:  The ShadowControl 3.8 appliance runs on Ubuntu v12.04. The ShadowControl 4.0.0 appliance runs on Ubuntu v16.04. When migrating to ShadowControl 4.0.0 don't upgrade your Ubuntu v12.04 system to v16.04. Create a new appliance on Ubuntu v16.04 and then import your data from your old appliance. Instructions for migration are given in StorageCraft KB Article 364

System Requirements

Before installing the appliance, make sure your system meets the following requirements:

  • The physical or virtual machine must support 64-bit Ubuntu Linux v16.04 (for ShadowControl 4). See the Ubuntu Supported Hardware Page for detailed requirements for running Ubuntu Linux.
    Warning: While other hypervisors might work for test environments, StorageCraft has tested and approved ShadowControl only for use on Microsoft Hyper-V or VMware ESX/ESXi.

    VMware Workstation, Oracle VirtualBox and Parallels are not supported for production environments. If you use VMware Workstation for a test environment don’t use the Easy Install feature.

  • StorageCraft recommends the following minimum requirements for a ShadowControl appliance:
    • 2GB RAM
    • 80GB disk space
    • Dual-core processor
      Important: The appliance’s CPU and RAM requirements are determined primarily by the number of endpoints subscribed to the Appliance.
    • Active Internet connection for downloading appliance components during the install
    • An available IP address
    • Either Port 443 or 8443 available for appliance-to-endpoint communication
    • Port 5556 available for endpoint-to-appliance communication. If this port is not open, ShadowControl cannot perform endpoint updates or other bi-directional services.
    • Port 25 or 587 available for email notifications
    • A Web browser. Use a current Web browser version for best results (Google Chrome, Firefox, Internet Explorer, etc.) 

To install the ShadowControl appliance:

  1. Download the ShadowControl install file from the StorageCraft website.
  2. If you are using a physical destination for the appliance, burn the ISO to a CD.  
  3. Attach the ShadowControl Appliance .ISO to your VM.
    Warning: Booting this disc will wipe out the main hard drive and replace it with the ShadowControl Ubuntu OS.
  4. Create the VM with at least 2 CPU cores, 2048 MB Ram, 80 GB hard drive, and make firewall adjustments as needed for any of the required communication ports listed above.
    1. Boot the physical or virtual machine using the ShadowControl ISO.
    2. Accept the default language of English for the Ubuntu install
    3. Specify the necessary network information to install the ShadowControl appliance: IP address, netmask, primary gateway, DNS servers, proxy configuration, host name, and domain.
      Note: The Install process can take 15 minutes or more as it downloads Linux and StorageCraft packages to complete the install.
  5. On the Initial Appliance Setup dialog, select Setup a new appliance.
  6. Follow the steps in the Installation Wizard to:
    • Specify a secure password for the superadmin account.
    • Define and record the Access Code for this appliance. StorageCraft Support may later use this code to troubleshoot appliance issues.

When the ShadowControl appliance installation completes, it displays a login screen. All further configuration occurs through the browser-based ShadowControl console. To access the console, open a browser to https://<IPaddr or Host> where <IPaddr or Host> is the IP address or host name of the newly installed ShadowControl appliance.

Note: If you need to reboot or shutdown the appliance, you can do so from the Appliance Settings page in the ShadowControl console.


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