VERITAS NetBackup 6.0 for Lotus Notes

Transcription

1 VERITAS NetBackup 6.0 for Lotus Notes System Administrator s Guide for UNIX and Linux N15268B September 2005

2 Disclaimer The information contained in this publication is subject to change without notice. VERITAS Software Corporation makes no warranty of any kind with regard to this manual, including, but not limited to, the implied warranties of merchantability and fitness for a particular purpose. VERITAS Software Corporation shall not be liable for errors contained herein or for incidental or consequential damages in connection with the furnishing, performance, or use of this manual. VERITAS Legal Notice Copyright VERITAS Software Corporation. All rights reserved. VERITAS, the VERITAS Logo, and NetBackup are trademarks or registered trademarks of VERITAS Software Corporation or its affiliates in the U.S. and other countries. Other names may be trademarks of their respective owners. Portions of this software are derived from the RSA Data Security, Inc. MD5 Message-Digest Algorithm. Copyright , RSA Data Security, Inc. Created All rights reserved. VERITAS Software Corporation 350 Ellis Street Mountain View, CA USA Phone Fax Third-Party Copyrights For a list of third-party copyrights, see the NetBackup Release Notes appendix. ii NetBackup for Lotus Notes System Administrator s Guide for UNIX and Linux

3 Contents Preface vii Getting Help viii Finding NetBackup Documentation viii Accessing the VERITAS Technical Support Web Site viii Contacting VERITAS Licensing x Accessibility Features x Comment on the Documentation xi Chapter 1. Introduction to NetBackup for Lotus Notes Features Lotus Database Configurations Domino Server Databases Logged Domino Server Databases Unlogged Domino Server Databases Local Databases Lotus Database Files That Can Be Backed Up Database Files Transaction Logs Circular, Linear, and Archive Style Logging Recycling Transaction Log Extents Backup Operations Automatic Backups Manual Backups User-Directed Backups iii

4 Restore and Recovery Operations Server-Directed Restores Redirecting a Restore to a Different Client Redirecting a Restore to a Different Path Chapter 2. Installation Verifying the Installation Prerequisites Operating System and Platform Compatibility NetBackup Software Database Software Cluster Software Installing NetBackup for Lotus Notes Remote Installation of NetBackup for Lotus Notes Loading the NetBackup for Lotus Notes Files onto the Server Pushing the Software to All Clients Currently Specified in a Lotus-Notes Policy Type Pushing the Software to New or Selected Clients Local Installation of NetBackup for Lotus Notes Specifying the Lotus Notes Home Path Adding New Lotus Notes Instances Chapter 3. Configuration User Interface Terminology Notes Defining the Client Properties for a Lotus Notes Client Defining the Lotus Notes Variables in the Client Properties Defining the Lotus Notes Variables in the bp.conf File Configuring Lotus Domino Server for Backup and Restore Operations Configuring Backup Policies Adding a New Policy Description of Attributes Adding Schedules iv NetBackup for Lotus Notes System Administrator s Guide for UNIX and Linux

5 Schedule Properties Types of Backups Adding Clients Adding Backup Selections Directives in the Backup Selections List Excluding Databases from Backups Testing Configuration Settings Chapter 4. Operating Instructions Performing a User-Directed Backup Backup Options Instructions Performing a Restore Restore Options Instructions Redirecting a Restore to a Different Client Recovering the Lotus Environment Chapter 5. Lotus Domino Clustering Lotus Domino Clustering Components Backing up a Lotus Domino Replicated or Clustered Environment Restore/Recovery in a Lotus Domino Replicated or Clustered Environment Chapter 6. Lotus Domino Partitioned Servers Performing Backups in a Domino Partitioned Server Environment Restoring a Domino Partitioned Server Environment Chapter 7. Troubleshooting Debug Logging Backup Operation Debug Logging Restore Operation Debug Logging Contents v

6 Changing the Debug Level Viewing the Status of a NetBackup Operation Operational Reports Progress Reports Index vi NetBackup for Lotus Notes System Administrator s Guide for UNIX and Linux

7 Preface This guide explains how to configure and use NetBackup for Lotus Notes for UNIX and Linux to perform online backups and restores of Lotus databases and Lotus transaction log extents. This guide is intended for system administrators responsible for configuring and maintaining systems using Lotus databases. This guide assumes: A basic understanding of system administration. A working understanding of the NetBackup client and server software and familiarity with the information covered in the following NetBackup manuals: NetBackup Backup, Archive, and Restore Getting Started Guide NetBackup System Administrator s Guide, Volume I NetBackup Troubleshooting Guide A thorough understanding of the following Lotus topics: Database file types and their relationships at recovery time Data recovery scenarios vii

8 Getting Help Getting Help You can find answers to questions and get help from the NetBackup documentation and from the VERITAS technical support web site. Finding NetBackup Documentation A list of the entire NetBackup documentation set appears as an appendix in the NetBackup Release Notes. All NetBackup documents are included in PDF format on the NetBackup Documentation CD. For definitions of NetBackup terms, consult the online glossary. To access the NetBackup online glossary 1. In the NetBackup Administration Console, click Help > Help Topics. 2. Click the Contents tab. 3. Click Glossary of NetBackup Terms. Use the scroll function to navigate through the glossary. Accessing the VERITAS Technical Support Web Site The address for the VERITAS Technical Support Web site is The VERITAS Support Web site lets you do any of the following: Obtain updated information about NetBackup, including system requirements, supported platforms, and supported peripherals Contact the VERITAS Technical Support staff and post questions to them Get the latest patches, upgrades, and utilities View the NetBackup Frequently Asked Questions (FAQ) page Search the knowledge base for answers to technical support questions Receive automatic notice of product updates Find out about NetBackup training Read current white papers related to NetBackup viii NetBackup for Lotus Notes System Administrator s Guide for UNIX and Linux

9 Getting Help From you can complete various tasks to obtain specific types of support for NetBackup: 1. Subscribe to the VERITAS notification service to be informed of software alerts, newly published documentation, Beta programs, and other services. a. From the main page, select a product family and a product. b. Under Support Resources, click Notifications. Your customer profile ensures you receive the latest VERITAS technical information pertaining to your specific interests. 2. Locate the telephone support directory at by clicking the Phone Support icon. A page appears that contains VERITAS support numbers from around the world. Note Telephone support for NetBackup is only available with a valid support contract. To contact VERITAS for technical support, dial the appropriate phone number listed on the Technical Support Guide included in the product box and have your product license information ready for quick navigation to the proper support group. 3. Contact technical support using . a. From the main page, click the Support icon. A wizard guides you to do the following: Select a language of your preference Select a product and a platform Provide additional contact and product information, and your message Associate your message with an existing technical support case b. After providing the required information, click Send Message. Preface ix

10 Accessibility Features Contacting VERITAS Licensing For license information, you can contact us as follows: Call and select option 3 Fax questions to In the Americas, send to amercustomercare@veritas.com. In the Asia and Pacific areas, send to apaccustomercare@veritas.com. In all other areas, send to internationallicense@veritas.com. Accessibility Features NetBackup contains features that make the user interface easier to use by people who are visually impaired and by people who have limited dexterity. Accessibility features include: Support for assistive technologies such as screen readers and voice input (Windows servers only) Support for keyboard (mouseless) navigation using accelerator keys and mnemonic keys For more information, see the NetBackup Installation Guide. x NetBackup for Lotus Notes System Administrator s Guide for UNIX and Linux

11 Comment on the Documentation Comment on the Documentation Let us know what you like and dislike about the documentation. Were you able to find the information you needed quickly? Was the information clearly presented? You can report errors and omissions or tell us what you would find useful in future versions of our manuals and online help. Please include the following information with your comment: The title and product version of the manual on which you are commenting The topic (if relevant) on which you are commenting Your comment Your name your comment to Please only use this address to comment on product documentation. See Getting Help in this preface for information on how to contact Technical Support about our software. We appreciate your feedback. Preface xi

12 Comment on the Documentation xii NetBackup for Lotus Notes System Administrator s Guide for UNIX and Linux

13 Introduction to NetBackup for Lotus Notes 1 NetBackup for Lotus Notes extends the capabilities of NetBackup to include online backups and restores of Lotus databases when Domino Server has been installed. This capability is provided as an add-on or extension to the NetBackup for UNIX and Linux client software. Because this product is tightly integrated with the Backup, Archive, and Restore interface for UNIX and Linux, this document only gives an overview of NetBackup functionality. In general, backup and restore operations for Lotus database files are identical to other NetBackup file operations, except where noted in this document. The NetBackup for Lotus agent now allows you to optionally use DB2 as the back end for Lotus databases. For details, refer to TechPDF # at the Veritas Support website: 1

14 Features Features Online Backup Restore Operations Transaction Logging Point in Time Recovery Tight NetBackup Integration Central Administration Media Management Automated Backups Lotus databases and transaction logs can be backed up without taking down the Domino Server. This ensures the availability of Lotus services and data during the Lotus backup. Using a few simple operations, an administrator using the NetBackup client can browse Lotus database backups and select the ones to be restored. NetBackup for Lotus Notes takes advantage of the ability of Lotus Domino to log transactions against one or more Lotus databases. Transaction Logging may be circular style, linear style, or archive style. Transaction logging enables NetBackup for Lotus Notes to perform a point-in-time recovery of a logged Lotus database(s). Tight integration with NetBackup means two things: An administrator already familiar with NetBackup procedures and software will have no problems configuring and using NetBackup to perform backup and restore operations for Lotus databases and transaction log extents. All of the rich features and strengths of the NetBackup product suite are available to the Lotus database backup user. Administrators can define Lotus Notes policies, back up and restore Lotus databases, and back up and restore archive style transaction log extents from a central location. Lotus database backups are saved directly to a wide variety of storage devices supported by the NetBackup master server. Administrators can set up schedules for automatic, unattended backups for local or remote clients across the network. These backups can be full or incremental and are managed entirely by the NetBackup server from a central location. The administrator can also manually back up clients. 2 NetBackup for Lotus Notes System Administrator s Guide for UNIX and Linux

15 Lotus Database Configurations Domino Partitioned Server Backup Administrators can back up databases from Domino partitioned servers by specifying the NOTES_INI_PATH= directive in the Backup Selections list. Users can restore databases backed up from Domino partitioned servers by specifying the absolute path for the notes.ini file that is associated with the server instance to be used by the restore. This path can be specified in the Lotus Notes tab on the Restore Marked Files dialog box. To back up multiple Lotus partitions from a single policy, each partition must be backed up using a separate data stream. This is accomplished by adding, to the Backup Selections list, the NEW_STREAM directive and the appropriate NOTES_INI_PATH= directive for each data stream. Lotus Database Configurations NetBackup for Lotus Notes supports the backup and restore of three database configurations that are supported by Lotus. These configurations can be divided into two categories: Domino Server databases and Local databases. Domino Server Databases Local Databases Domino Server Databases Domino Server databases are managed by the Domino Server. Domino Server databases are located in a directory referred to as the Domino data directory, typically /db/notesdata. Domino Server databases may also be linked to this Domino data directory using Lotus Linked Directories or Databases. Domino Server databases can be Logged or Unlogged. Logged Domino Server Databases A feature of Domino Server is the ability to log transactions against one or more Lotus databases. If transaction logging is enabled on the server, all logged database transactions go into a single transaction log, consisting of one or more files or extents. Where archive style transaction logging is used, the archived log files serve as the incremental backup for the logged databases. Transaction logging must be enabled in order to initiate the recovery of logged databases using NetBackup for Lotus Notes. Chapter 1, Introduction to NetBackup for Lotus Notes 3

16 Lotus Database Configurations Unlogged Domino Server Databases An unlogged database is one in which transaction logging is not enabled, or has been disabled for specific server database(s). Unlogged Domino Server databases will be backed up when a full backup is performed. Unlogged Domino Server databases will also be backed up when a differential incremental backup or cumulative incremental backup is performed and the Unlogged Domino Server database has been recently updated. The database can be restored only to the point of the latest database backup. Local Databases Local databases are Lotus databases that are not located in the Domino data directory, cannot be shared, and cannot be logged. Local databases will be treated similarly to unlogged Domino Server databases when being backed up and restored. 4 NetBackup for Lotus Notes System Administrator s Guide for UNIX and Linux

17 Lotus Database Files That Can Be Backed Up The following files can be backed up during a backup operation. Lotus Database Files That Can Be Backed Up Database Files NetBackup for Lotus Notes currently enumerates all Lotus databases with the following extensions:.ntf Lotus Notes Template Files.NSF Lotus Notes Server Files.BOX Lotus Notes Mail Box Files To allow Lotus databases with other extensions to be backed up (or to limit the default list of extensions), create the file /usr/openv/netbackup/lotus.conf. If the lotus.conf file exists, the default extensions will be overridden and only those databases with the extensions listed will be backed up. When creating the lotus.conf file, enter each extension on a separate line. Enter only the extension: no leading period or trailing characters are allowed. Transaction Logs Lotus Domino Server has the ability to log transactions against one or more Lotus databases (R5 or later). Because transactions cannot be logged against database versions earlier than Domino R5, these pre-r5 Lotus databases will be treated as unlogged databases. All databases are logged by default when: Transaction logging is enabled by the administrator. The database is in the Domino data directory. All logged database transactions go into a single transaction log, consisting of one or more files or extents. Transaction logging may be of either circular, linear, or archive style. When archive style transaction logging is used, the archive log files may serve as the incremental backup for logged databases. Note Transaction logging must be enabled in order to implement the recovery of logged Lotus databases. Chapter 1, Introduction to NetBackup for Lotus Notes 5

18 Lotus Database Files That Can Be Backed Up Circular, Linear, and Archive Style Logging When logging is enabled on the Domino Server, one of three styles of logging can be selected for all logged databases: circular, linear-, or archive style logging. When circular style logging is enabled, the transaction log extents are reused as the specified log file size is reached. By reusing the transaction log extents, you are saving resources, but limiting your recovery options. It is important to remember that transaction log extents are not backed up by NetBackup for Lotus Notes when circular style logging is enabled. Therefore, you will be able to recover logged Lotus databases only back to the point in time when the circular transaction log extents were overwritten. When linear style logging is enabled, the transaction log extents function the same as for circular style logging, with one exception. Unlike circular style logging, where the size of the transaction log extents are predefined and limited, for linear style logging, the size of the transaction log exents are user-defined and limited in size only by the amount of mass storage available. When archive style logging is enabled, transaction log extents are generated as needed and are limited in number only by the capacity of your mass storage. Unlike circular style and linear style transaction log extents, which cannot be backed up, archive style transaction log extents must be backed up and may be used as the incremental backup for all logged databases. Backing up the archive style transaction log extents is the only way to ensure that the transaction log extents are marked as available to be recycled and to prevent your mass storage from filling up. Unlike circular style and linear style logging, archive style logging does not limit the point in time to which a database may be recovered. With archive style logging enabled, a logged database may be recovered to any point in time, from the time the database itself was last backed up to the current time. Recycling Transaction Log Extents Following either a full backup or differential incremental backup, NetBackup for Lotus Notes will mark the successfully backed up archive style transaction log extents as ready to be recycled. The NetBackup for Lotus Notes agent does not perform the actual deletion of the successfully backed up transaction log extents, since the Domino Server manages when a transaction log extent is actually recycled. 6 NetBackup for Lotus Notes System Administrator s Guide for UNIX and Linux

19 Backup Operations Backup Operations NetBackup provides three methods to perform backups: automatic, manual, and user-directed. For more information on these backup methods and other administrator-directed activities, refer to the NetBackup System Administrator s Guide, Volume I. Automatic Backups The NetBackup administrator can schedule backups that occur automatically and unattended, under the control of the NetBackup master server. Manual Backups The manual backup allows the administrator to initiate a full backup, cumulative incremental backup or differential incremental backup that has been set up in the policy manager. The manual backup option can be useful for the following situations: Testing a configuration When workstations miss their regular backups Before installing new software (to preserve the old configuration) Preserving records before a special event such as when companies split or merge In some cases, it may be useful to create a policy and schedule that you use only for manual backups. You can do this by creating a policy with a single schedule that has no backup window defined (and therefore never executes automatically). User-Directed Backups User-directed backups require a User Backup schedule type to be defined in the Lotus-Notes policy. Performing user-directed backups of Lotus databases is similar to using the Backup, Archive, and Restore interface to back up normal files. Actions performed for a user backup of Lotus databases and transaction log extents are identical to a full backup except that the transaction log extents are not marked as ready to be recycled after they are successfully backed up. Because transaction log extents are not recycled, user backups are like taking a snapshot of the databases at a given point in time without impacting the content of ongoing full and incremental backups. A user backup is not automatically scheduled and must be initiated on the target client machine. Chapter 1, Introduction to NetBackup for Lotus Notes 7

20 Restore and Recovery Operations Restore and Recovery Operations Using a few simple operations, an administrator using the NetBackup client can browse NetBackup for Lotus Notes backups and select the ones to be restored and recovered. NetBackup for Lotus Notes supports both restore and recovery operations. A restore operation allows a user to restore any previously backed up Lotus databases. The operations performed during a database restore are: the existing database is taken offline and deleted the database is restored changed records recorded during the backup of the database are restored and applied to the database, and if the database is unlogged or local the database is brought back online If the database is a logged database, the database name is added to a list for recovery after all databases (unlogged/local and logged) have been restored. Following the restore operation, the recovery operation begins automatically and attempts to recover all logged databases restored during the restore operation. The logged databases that have been restored are rolled forward to a specific point in time using the appropriate transactions from the required transaction logs, before being brought back online. As part of the recovery operation, any required transaction logs that have been previously backed up and recycled are restored automatically as part of the recovery operation. In general, it is recommended that required transaction log extents be restored automatically as part of the recovery operation rather than being restored manually by the user. Server-Directed Restores An administrator can browse Domino Server databases and select the ones to be restored. NetBackup will allow you to select the NetBackup server from which files will be restored, to view the backup history, and to select items to restore for a specific client or other clients that were backed up by the selected NetBackup server Redirecting a Restore to a Different Client Databases or directories can be restored to a client other than the one from which they were backed up. This is possible only if the NetBackup administrator sets up the configuration to allow it and the NetBackup for Lotus Notes agent has been installed on the alternate client. The administrator using the NetBackup Administration Console on the master server or using the Remote Administration Console can direct restores to any 8 NetBackup for Lotus Notes System Administrator s Guide for UNIX and Linux

21 Restore and Recovery Operations NetBackup client (regardless of which client the files came from). Please see the appropriate NetBackup manuals for the configuration needed for this type of redirected restore. Redirecting a Restore to a Different Path A user can restore Lotus database files to directories that are different from the directories from which the databases were backed up. Chapter 1, Introduction to NetBackup for Lotus Notes 9

22 Restore and Recovery Operations 10 NetBackup for Lotus Notes System Administrator s Guide for UNIX and Linux

23 Installation 2 This chapter describes how to perform the following tasks: Verifying the installation prerequisites for NetBackup for Lotus Notes. Perform this task before installing this agent. Installing NetBackup for Lotus Notes. Specifying the Lotus Notes Home Path 11

24 Verifying the Installation Prerequisites Verifying the Installation Prerequisites Before installing NetBackup for Lotus Notes, verify that you are installing the agent on a supported operating system or platform and that requirements are met for the NetBackup software, the database agent, and, if applicable, the cluster software. These requirements apply for remote and local installations. Operating System and Platform Compatibility Verify that NetBackup for Lotus Notes will be installed on an operating system or platform supported by NetBackup. A compatibility list for database agents is available on the Technical Support web site. To verify compatibility 1. Go to the Technical Support web page: 2. From the Select Product Family list, click NetBackup Products. 3. From the Select Product list in the right pane, click NetBackup Enterprise Server. 4. Under Support Resources, click Compatibility and Reference. 5. In the list of documents, click NetBackup Enterprise Server (tm)/ Server x.x Database Agent Compatibility (updated date). For x.x, look for the current release. For date, look for the most recent date. 6. Click on the link for the PDF document, which is a downloadable file that enables you to view the supported database spreadsheet for this release. 7. Read the document and verify that the software in your environment is compatible with the NetBackup and NetBackup for Lotus Notes software. 12 NetBackup for Lotus Notes System Administrator s Guide for UNIX and Linux

25 Verifying the Installation Prerequisites NetBackup Software Verify that the following requirements are met for the NetBackup server and client software: The NetBackup server software is installed and operational on the NetBackup server. The NetBackup server platform can be any of those that NetBackup supports. For installation information, see the NetBackup Installation Guide. The NetBackup client software is installed on the Lotus Domino Server or Lotus Notesclient where you will be backing up the databases. The version of the NetBackup client and the version of NetBackup for Lotus Notes to be installed must be the same (for example, 6.0). There must be adequate disk space on each machine upon which you are installing NetBackup for Lotus Notes. Less than two megabytes of additional disk space is required in the /usr/openv/netbackup directory. However, more disk space might be needed at run time. Make sure that you have configured backup media in a Media Manager or disk storage unit. The amount of backup media required depends on the devices used, the sizes of the databases that you are backing up, the amount of data that you are archiving, the size of your backups, and the frequency of backups or archives. For information on using Media Manager, see the NetBackup Media Manager System Administrator s Guide. Database Software Verify the following regarding the database software on the NetBackup client: Lotus vendor software must be installed and operational. One or more Lotus instances must exist. For information on installing Lotus and creating instances, see your Lotus documentation. Chapter 2, Installation 13

26 Verifying the Installation Prerequisites Cluster Software Verify the following requirements if you are installing the NetBackup for Lotus Notes software on a NetBackup server configured in a NetBackup cluster: The Lotus vendor software is installed and operational on each node to which NetBackup can failover. The NetBackup server software is installed and configured to work in a NetBackup cluster. Follow the instructions in the NetBackup Installation Guide, including running the cluster_config script after the NetBackup server software has been installed. You only need to run the cluster_config script after you install the NetBackup server software. You do not need to run cluster_config after installing NetBackup for Lotus Notes on a NetBackup server that is part of a NetBackup cluster. The following additional information also pertains to cluster environments: Make sure you install the NetBackup client software and the NetBackup for Lotus Notes software on each node to which NetBackup can failover. Run commands such as bpplclients and update_dbclients from the active NetBackup master or media server. If you plan to perform a remote installation, in which you push the database agent software to clients located in a cluster, specify the individual node names, not the virtual names, in the client list. 14 NetBackup for Lotus Notes System Administrator s Guide for UNIX and Linux

27 Installing NetBackup for Lotus Notes Installing NetBackup for Lotus Notes You can install the database agent software in one of the following ways: A remote installation. The user loads the software onto a master server or a media server and then pushes the database software out to the clients. You can perform an initial or upgrade remote installation in this manner. Remote Installation of NetBackup for Lotus Notes on page 15 describes this procedure. A local installation. The user loads and installs the software onto the local machine only. Local Installation of NetBackup for Lotus Notes on page 23 describes this procedure. Remote Installation of NetBackup for Lotus Notes During a remote installation, you load the NetBackup for Lotus Notes files onto either a UNIX master server or media server, and then you push the software to the clients to install it. Loading the NetBackup for Lotus Notes Files onto the Server To load the NetBackup for Lotus Notes files on a UNIX server 1. Review Verifying the Installation Prerequisites on page 12. If you are installing NetBackup for Lotus Notes on a clustered NetBackup server, be sure to read Cluster Software on page (Conditional) Perform this step only if you are installing on a server that is part of a NetBackup cluster. a. Freeze the active NetBackup node. When you install NetBackup for Lotus Notes, install the software on all the inactive nodes first, then install on the active node. For information on how to freeze the active node in your specific cluster environment, see the NetBackup High Availability System Administrator s Guide. b. Decide which of the inactive nodes to install the software on first. In the next step, you log in to the first machine and commence the installation process. Because you need to perform the installation on all inactive nodes first, make sure that the first machine you select is an inactive node. Chapter 2, Installation 15

28 Installing NetBackup for Lotus Notes 3. Log in as the root user on the master or media server. If you are already logged in, but are not the root user, run the following command: su - root 4. Verify that a registered and valid license key for NetBackup for Lotus Notes resides on the master server. You can obtain master server license information from either the master server or the media server. To view or add license keys, perform one of the following actions: From the master or media server, run the following command: /usr/openv/netbackup/bin/admincmd/get_license_key When the system prompts you, type the host name of the NetBackup master server. Open the NetBackup Administration Console and choose Help > License Keys. If the NetBackup master server is part of a NetBackup cluster, the license key must be registered on each node. 5. Mount the CD-ROM. For more information on how to mount a CD-ROM, see the NetBackup Installation Guide. 6. Change the working directory to the CD-ROM directory. For example: cd /CD_mount_point 7. Invoke the install script to load and install the software. For example:./install a. Select the NetBackup Database Agent Software option. The following prompt appears: Do you want to do a local installation? (y/n) [n] b. Answer n. A menu of all database agents available on the CD-ROM displays. c. Select the NetBackup for Lotus Notes option. 16 NetBackup for Lotus Notes System Administrator s Guide for UNIX and Linux

29 Installing NetBackup for Lotus Notes d. Type q to quit selecting options. A prompt appears asking if the list is correct. e. Answer y. The install script identifies the types of client software loaded during the installation of the NetBackup server. By default, any matching NetBackup for Lotus Notes software is automatically loaded. If there are more platforms available, the script displays a menu that gives you the opportunity to add more client types to the default list. After the list is complete, the installation script copies database agent version files, tar(1) files compressed with gzip(1), and the install_dbext script to directory /usr/openv/netbackup/dbext. f. Type q to quit from the script. 8. (Conditional) Select another node upon which to install the software. Perform this step under the following circumstances: If you are installing the NetBackup for Lotus Notes software on a server that is part of a NetBackup cluster. and If you have nodes that still need to have the software installed. If there are inactive nodes that do not yet have the software installed upon them, select one of these inactive nodes, and repeat step 3 through step 8 for that node. If you have installed the software on all the inactive nodes, select the active node and repeat step 3 through step 8 for that node. If you have installed on all the nodes, proceed to step (Conditional) Unfreeze the active node. Perform this step if you are installing the NetBackup for Lotus Notes software on a server that is part of a NetBackup cluster. Unfreezing the active node is the last step in the installation process. Unfreeze the active node only after all the software has been installed on all nodes. For information on how to unfreeze the active node in your specific cluster environment, see the NetBackup High Availability System Administrator s Guide. Chapter 2, Installation 17

30 Installing NetBackup for Lotus Notes 10. Decide how you want to distribute the NetBackup for Lotus Notes software to the clients. Regardless of whether you are upgrading clients in an existing environment or you are performing a new installation, use one of the following methods: Distribute to all clients currently specified in a Lotus-Notes policy type. This method distributes the NetBackup for Lotus Notes software to all clients that are currently included in a Lotus-Notes policy type. You can use this method only if you are pushing from a master server. For information on this method, see Pushing the Software to All Clients Currently Specified in a Lotus-Notes Policy Type on page 18. Distribute to selected clients. This method distributes the NetBackup for Lotus Notes software to selected clients only. If you are performing a new installation, and you plan to add clients to a Lotus-Notes policy type after you install the software, you can install the software on such clients now and configure the policy later. This method also allows you to skip clients that you do not want to upgrade to 6.0 at this time. You can use this method whether you are pushing from a master server or from a media server. For information on this method, see Pushing the Software to New or Selected Clients on page 21. Note Make sure that the NetBackup for Lotus Notes version is the same version as the NetBackup client software. Pushing the Software to All Clients Currently Specified in a Lotus-Notes Policy Type Use the following procedure if you want to install or upgrade the NetBackup for Lotus Notes software on all clients currently configured in a Lotus-Notes policy type. You can use this procedure only from a master server. To push the software to all clients specified in a Lotus-Notes policy type Note If you are pushing the NetBackup for Lotus Notes software from a server that is part of a NetBackup cluster, type all commands in this procedure from the active NetBackup node. 1. Run the update_dbclients command to launch the installation script. Type the following command: /usr/openv/netbackup/bin/update_dbclients Lotus_Notes ALL ALL 18 NetBackup for Lotus Notes System Administrator s Guide for UNIX and Linux

31 Installing NetBackup for Lotus Notes 2. Examine the client list that the update_dbclients command returns. a. Locate the client list. The update_dbclients command compiles a list of clients that it detects are included in a Lotus-Notes policy type. It presents this list to you. If 9 or fewer clients are in the client list, update_dbclients displays all the client names. If 10 or more clients are on the client list, update_dbclients writes the first 9 to standard output and writes the entire list to $TMPDIR/NB_DBCLIENT_LIST.identifier, where identifier is a mix of date, time, and process identifier information. If the TMPDIR environment variable is not set, the default is /tmp. b. Check the client list. The host names of the clients must be the clients individual node names. They cannot be virtual names. The correct value for the individual node names is returned by the hostname(1) and the domainname(1) commands. The format can be either hostname or hostname.domainname. If the client list contains virtual names, you cannot complete this procedure. Do one of the following: To exit this procedure if there are two or more clients, press the Enter key and then type n to stop the upgrade and exit from this installation dialog. To install the software in this situation, use Pushing the Software to New or Selected Clients on page 21. To exit this procedure if there is only one client, type n. To install the software in this situation, use Pushing the Software to New or Selected Clients on page 21. If the client list contains only individual node names, proceed to the following step. c. Check the skipped client list, if any. If update_dbclients detects that it cannot update a particular client, it does not include the name of that client in the client list. Such clients are skipped for one or more of the following reasons: The client is a PC client. You cannot install or upgrade NetBackup for Lotus Notes on a PC client from a UNIX server. The database agent does not support the client's platform type. Chapter 2, Installation 19

32 Installing NetBackup for Lotus Notes The database agent software for that client type was not loaded onto the server in To load the NetBackup for Lotus Notes files on a UNIX server on page 15. The client does not belong to a Lotus-Notes policy type. The skipped client list is in $TMPDIR/skipped_clients.PID, where PID is the process identifier. If the TMPDIR environment variable is not set, the default is /tmp. If no file is present, no clients were skipped. 3. (Conditional) Specify the number of simultaneous client updates. If you are updating more than one client, the installation software displays the number of updates required to distribute the software to the clients. If the software detects the need to update more than one client, it displays the following prompt: Enter the number of simultaneous updates you wish to take place. [1 - max] (default: dflt) max dflt The maximum number of simultaneous updates that is allowed. The value displayed ranges from 1 to 30. The number the program uses if you press Enter without specifying a number. The value displayed ranges from 1 to 15. If you want the installation software to perform dflt simultaneous updates, press Enter. If you want to specify a different number of simultaneous updates, type a number in the range 1 number max, and then press Enter. For example, if three clients are to be updated, the max and dflt values are 3. If 50 clients are to be updated, the max value is 30, and the dflt value is 15. update_dbclients starts the number of updates that you specify. If this number is less than the total number of client updates to be performed, new updates start as the previous updates finish until all of the updates have been completed. 4. Indicate whether or not you want to upgrade the clients at this time. Based on your answer, the time it will take to update the clients is displayed, followed by this question: Do you want to upgrade the clients now? (y/n) [y] Type y or n for the prompt. 20 NetBackup for Lotus Notes System Administrator s Guide for UNIX and Linux

33 Installing NetBackup for Lotus Notes If you answer n, update_dbclients quits and leaves the list of clients it would have updated in a file. You can use this file later as the argument to the -ClientList parameter. By default, the installation software writes the client list to $TMPDIR/NB_DBCLIENT_LIST.identifier, where identifier is a mix of date, time, and process identifier information. If the TMPDIR environment variable is not set, the default is /tmp. If you answer y, you continue the installation process. The following actions occur: The update_dbclients command distributes the software to the client. If it is successful, update_dbclients invokes the install_dbext script on the client. The install_dbext script runs on each client. If it is successful, it writes a version file in directory /usr/openv/share that contains the version of NetBackup for Lotus Notes that was installed. The update_dbclients command displays a note on whether the update was successful for each client. When the update_dbclients command completes, it displays a file name that contains a complete log of what happened for each client. If the update failed for any client, examine the log file to determine the problem. Pushing the Software to New or Selected Clients Use the following procedure if you want to install or upgrade the NetBackup for Lotus Notes software on selected clients. You can use this procedure from either a master server or from a media server. To push the software to new or selected clients Note If you are pushing the NetBackup for Lotus Notes software from a server that is part of a NetBackup cluster, type all commands in this procedure from the active NetBackup node. 1. On the master server, type the following command to ensure that the bpdbm daemon is running: /usr/openv/netbackup/bin/bpps If the output shows that the bpdbm daemon is not running, type the following command to start the daemon: /usr/openv/netbackup/bin/initbpdbm 2. Type the following command to change to the NetBackup bin directory: cd /usr/openv/netbackup/bin Chapter 2, Installation 21

34 Installing NetBackup for Lotus Notes 3. Use the bpplclients(1m) command to create a file that contains a list of clients currently configured in the NetBackup database. The options to use on this command differ depending on whether you are installing from a master server or from a media server, as follows: If you are performing the install from the master server, type the following command:./admincmd/bpplclients -allunique -noheader > file If you are performing the install from a media server, type the following command:./admincmd/bpplclients -allunique -noheader -M ms_name > file ms_name file Name of the NetBackup master server in this environment. Name of the file to contain the list of unique clients. If no clients have been configured in the NetBackup database, file is empty. Create file using the same format as that generated by bpplclients. bpplclients writes output to file in the following format: hardware op_system client hardware The hardware name. For examples, execute the ls(1) command in directory /usr/openv/netbackup/client. op_system The operating system name. For examples, execute the ls(1) command in directory /usr/openv/netbackup/client/hardware. client The name of the client. For example, file might contain a line like the following: Solaris Solaris8 curry Linux RedHat2.4 bumper 22 NetBackup for Lotus Notes System Administrator s Guide for UNIX and Linux

35 Installing NetBackup for Lotus Notes 4. (Optional) Edit file. Perform this step to change the contents of file. Edit file to contain only those clients you want to update with NetBackup for Lotus Notes software. The host names of the clients must be the clients individual node names. They cannot be virtual names. The correct value for the individual node names is returned by the hostname(1) and the domainname(1) commands. The format can be either hostname or hostname.domainname. 5. Run the update_dbclients command to install the software. Specify the file you created in step 3 as the argument to update_dbclients. The command installs the software on the clients listed in file. For example:./update_dbclients Lotus_Notes -ClientList file 6. Answer questions as prompted by the update_dbclients command. The update_dbclients command initiates a dialog with you. It asks you to confirm actions during the update process and presents options to you if there are choices to be made. For information about this dialog, see the instructions starting with step 2 on page 19. Note You do not need to run the cluster_config script after installing NetBackup for Lotus Notes on a server that is part of a NetBackup cluster. Local Installation of NetBackup for Lotus Notes During a local installation, the NetBackup for Lotus Notes files are extracted and installed. The local machine can be a client or a server that also happens to be a NetBackup for Lotus Notes client. To install NetBackup for Lotus Notes on a local machine 1. Review Verifying the Installation Prerequisites on page 12. If you are installing NetBackup for Lotus Notes on a clustered NetBackup server, also see Cluster Software on page (Conditional) Perform this step only if you are installing on a server that is part of a NetBackup cluster. Chapter 2, Installation 23

36 Installing NetBackup for Lotus Notes a. Freeze the active NetBackup node. When you install NetBackup for Lotus Notes, install the software on all the inactive nodes first, then install on the active node. For information on how to freeze the active node in your specific cluster environment, see the NetBackup High Availability System Administrator s Guide. b. Decide which of the inactive nodes to install the software on first. In the next step, you log in to the first machine and commence the installation process. Because you need to perform the installation on all inactive nodes first, make sure that the first machine you select is an inactive node. 3. Log in as the root user on the machine. If you are already logged in, but are not the root user, run the following command. su - root 4. (Conditional) Log into a media server or the master server. Perform this step if the local machine is a NetBackup client. 5. Verify that a registered and valid license key for NetBackup for Lotus Notes resides on the master server. You can obtain master server license information from either the master server or the media server. To view or add license keys, perform one of the following actions: From the master or media server, type the following command: /usr/openv/netbackup/bin/admincmd/get_license_key When the system prompts you, type the host name of the NetBackup master server. Open the NetBackup Administration Console and choose Help > License Keys. If the NetBackup master server is part of a NetBackup cluster, the license key must be registered on each node. 6. (Conditional) Log out of the media server or master server and return to the local client. Perform this step if you logged into a media server or the master server in step 4 to verify the license. 7. Mount the CD-ROM. For more information on how to mount a CD-ROM, see the NetBackup Installation Guide. 24 NetBackup for Lotus Notes System Administrator s Guide for UNIX and Linux

37 Installing NetBackup for Lotus Notes 8. Change the working directory to the CD-ROM directory. For example: cd /CD_mount_point 9. Load and install the software by executing the install script. Note Make sure that the NetBackup for Lotus Notes version is the same version as the NetBackup client software. Type the following command:./install a. Select the NetBackup Database Agent Software option. The following prompt appears: Do you want to do a local installation? (y/n) [n] b. Answer y. A menu of all database agents available on the CD-ROM displays. c. Select the NetBackup for Lotus Notes option. d. Type q to quit selecting options. A prompt appears asking if the list is correct. e. Answer y. The following actions occur: The script writes the version file, a tar(1) file compressed with gzip(1), and the install_dbext script to directory /usr/openv/netbackup/dbext. The install script automatically executes the install_dbext script. If install_dbext completes successfully, it writes a version file in directory /usr/openv/share that contains the version of NetBackup for Lotus Notes that was installed. f. Type q to quit from the script. Note You do not need to run the cluster_config script after installing NetBackup for Lotus Notes on a server that is part of a NetBackup cluster. Chapter 2, Installation 25

38 Installing NetBackup for Lotus Notes 10. (Conditional) Select another node upon which to install the software. Perform this step under the following circumstances: If you are installing the NetBackup for Lotus Notes software on a server that is part of a NetBackup cluster. and If you have nodes that still need to have the software installed. If there are inactive nodes that do not yet have the software installed upon them, select one of these inactive nodes and repeat step 3 through step 10 for that node. If you have installed the software on all the inactive nodes, select the active node and repeat step 3 through step 10 for that node. If you have installed on all the nodes, proceed to step (Conditional) Unfreeze the active node. Perform this step if you are installing the NetBackup for Lotus Notes software on a server that is part of a NetBackup cluster. Unfreezing the active node is the last step in the installation process. Unfreeze the active node only after all the software has been installed on all nodes. For information on how to unfreeze the active node in your specific cluster environment, see the NetBackup High Availability System Administrator s Guide. 26 NetBackup for Lotus Notes System Administrator s Guide for UNIX and Linux

39 Specifying the Lotus Notes Home Path Specifying the Lotus Notes Home Path After installing NetBackup for Lotus Notes, you need to run a script so that NetBackup can gather additional information about your Lotus Notes environment. To specify the Lotus Notes home path 1. Change to the following directory: /usr/openv/netbackup/bin 2. Run the setup command:./lotusnotes_config The following appears: Please specify the Lotus Notes instance home path name (Example: /opt/lotus): 3. Supply the appropriate name for the Lotus Notes home path, and press Enter. The following appears: Do you have other Lotus Notes instances? (y/n) [n] 4. If you have multiple installs (instances) of Lotus Notes Domino Server on the same host enter y. Enter n if you are finished. Adding New Lotus Notes Instances If you install a new Lotus Notes Domino Server after NetBackup for Lotus Notes has been installed, follow the instructions in the previous section, Specifying the Lotus Notes Home Path, to add this new instance to the NetBackup configuration. This ensures that all new Lotus Notes instances will be included in backup operations. Chapter 2, Installation 27

40 Adding New Lotus Notes Instances 28 NetBackup for Lotus Notes System Administrator s Guide for UNIX and Linux

41 Configuration 3 Configuring NetBackup to perform automatic backups and to allow restore includes these steps: defining several properties for Lotus Notes clients, configuring the Lotus Domino Server, and configuring an automatic backup policy. After completing these steps, you should test the configuration. Defining the Client Properties for a Lotus Notes Client Configuring Lotus Domino Server for Backup and Restore Operations Configuring Backup Policies Testing Configuration Settings Most requirements for Lotus-Notes policies are the same as for file system backups. Refer to the NetBackup System Administrator s Guide, Volume 1, for detailed configuration instructions. User Interface Terminology Notes You can perform many of the configuration steps in this chapter from the NetBackup Administration Console on the master server. Depending on your master server s platform, the console is available in one or two forms. NetBackup supports a Java interface for both Windows and UNIX master servers. In addition, NetBackup supports a Windows interface for Windows master servers. The Java and Windows interfaces are nearly identical, but when there are interface differences in the configuration procedures, this manual uses the following headings to identify the interface being described: From the Windows interface: From the Java interface: 29

42 Defining the Client Properties for a Lotus Notes Client Defining the Client Properties for a Lotus Notes Client NetBackup for Lotus Notes needs to know: the path where the Lotus Domino data directory is located where the Lotus program files reside the location of the Lotus Domino resource files the path to the Lotus notes.ini file NetBackup for Lotus Notes will look for the above in the path defined in the LOTUS_NOTES_PATH variable. If the notes.ini file is located in a directory other than that defined in the LOTUS_NOTES_PATH, you can specify the path in the LOTUS_NOTES_INI variable. If you have multiple instances of Lotus Notes installed, the values in the Client Properties or in the bp.conf file only apply to one instance. The installation path and location of the notes.ini file for other instances must be specified with the LOTUS_INSTALL_PATH and NOTES_INI_PATH directives in the backup policy. These variables can be set in the Client properties (see Defining the Lotus Notes Variables in the Client Properties on page 31) for the client or in the bp.conf file ( Defining the Lotus Notes Variables in the bp.conf File on page 32). 30 NetBackup for Lotus Notes System Administrator s Guide for UNIX and Linux

43 Defining the Client Properties for a Lotus Notes Client Defining the Lotus Notes Variables in the Client Properties If you have multiple instances of Lotus Notes installed, the values in the Client Properties or in the bp.conf only apply to one instance. The installation path and location of the notes.ini file for other instances must be specified with the LOTUS_INSTALL_PATH and NOTES_INI_PATH directives in the backup policy. To define the Lotus Notes variables 1. Open the NetBackup Administration Console. 2. Expand Host Properties. 3. Click on Clients. 4. In the right pane, right-click on the client and click Properties. 5. In the left pane, expand UNIX Client and select Lotus Notes. 6. If the notes.ini is located in a directory other than that specified in Path, specify this directory, and the notes.ini file name, in the INI Path box. For example: /db/notesdata/notes.ini 7. In the Path box, specify a path made up of the Domino data directory, the Lotus program directory, and the Lotus resource directory. For example: /export/home/notesdata:/opt/lotus/notes/latest /sunspa:/opt/lotus/notes/latest/sunspa/res/c Chapter 3, Configuration 31

44 Defining the Client Properties for a Lotus Notes Client 8. Click OK to save your changes. Defining the Lotus Notes Variables in the bp.conf File If you have multiple instances of Lotus Notes installed, the values in the Client Properties or in the bp.conf only apply to one instance. The installation path and location of the notes.ini file for other instances must be specified with the LOTUS_INSTALL_PATH and NOTES_INI_PATH directives in the backup policy. To define the Lotus Notes variables 1. Open the bp.conf file. This file is located in install_path/netbackup/. 2. To define the Lotus Notes path, add a LOTUS_NOTES_PATH entry, for example: LOTUS_NOTES_PATH = /export/home/notesdata:/opt/lotus/notes/latest /sunspa:/opt/lotus/notes/latest/sunspa/res/c 3. To specify a Lotus notes.ini in an alternate directory than those specified in LOTUS_NOTES_PATH, add a LOTUS_NOTES_INI entry that defines where the alternate Lotus notes.ini file resides. For example: LOTUS_NOTES_INI = /db/notesdata/notes.ini 32 NetBackup for Lotus Notes System Administrator s Guide for UNIX and Linux

45 Configuring Lotus Domino Server for Backup and Restore Operations Configuring Lotus Domino Server for Backup and Restore Operations Transaction logging must be enabled in order to successfully back up and recover logged databases. Configuring Backup Policies A NetBackup policy defines the backup criteria for a specific group of one or more clients. These criteria include: Policy attributes Backup schedules Clients to be backed up Items to be backed up, including a list of databases and directives To use NetBackup for Lotus Notes, you need to define at least one Lotus-Notes policy with the appropriate schedules. A configuration can have a single policy that includes all clients, or there can be many policies, some of which include only one client. Most requirements for Lotus-Notes policies are the same as for file system backups. In addition to the attributes described here, there are other attributes for a policy to consider. For configuration instructions and information on all the attributes available, see the NetBackup System Administrator s Guide, Volume I. Adding a New Policy To add a new policy 1. Log on to the master server as administrator (Windows) or root (UNIX). 2. Start the NetBackup Administration Console. 3. If your site has more than one master server, choose the one on which you want to add the policy. Chapter 3, Configuration 33

46 Configuring Backup Policies 4. From the Windows interface: In the left pane, right-click Policies and choose New Policy. From the Java interface: In the left pane, click Policies. In the All Policies pane, right-click the master server, and click New. The Add a New Policy dialog box displays. 5. In the Policy name field, type a unique name for the new policy. 6. Click OK. A dialog box displays in which you can specify the general attributes for the policy. 7. From the Policy Type box, select the Lotus-Notes policy type. Note The Lotus-Notes policy type does not appear in the drop-down list unless your master server has a license key for NetBackup for Lotus Notes. 8. Complete the entries on the Attributes tab. For more information, see Description of Attributes on page Add other policy information. To add clients, see Adding Schedules on page 35. To add clients, see Adding Clients on page 40. To add Lotus objects to the Backup Selections list, see Adding Backup Selections on page When you have added all the schedules, clients, and Backup Selections you need, click OK. The new policy is created. Description of Attributes With a few exceptions, NetBackup manages a database backup like a file system backup. The following table shows the policy attributes that are different for Lotus backups. This information is used when you are adding a new policy (refer to Adding a New Policy on page 33). 34 NetBackup for Lotus Notes System Administrator s Guide for UNIX and Linux

47 Configuring Backup Policies Other policy attributes vary according to your specific backup strategy and system configuration. For more information on policy attributes, see the NetBackup System Administrator s Guide, Volume I. Description of Policy Attributes Attribute Policy type Description Determines the types of clients that can be in the policy and, in some cases, the types of backups that NetBackup can perform on those clients. To use NetBackup for Lotus Notes, you must define at least one policy of type Lotus-Notes. Allow multiple data Specifies that, depending on directives in the list of backup selections, streams NetBackup can divide automatic backups for each client into multiple jobs, with each job backing up only a part of the list of backup selections. The jobs are in separate data streams and can occur concurrently. The number of available storage units, multiplex settings, and the maximum jobs parameters determine the total number of streams and how many can run concurrently. Keyword phrase A textual description of a backup. Useful for browsing backups and restores. Adding Schedules Each policy has its own set of schedules. These schedules control initiation of automatic backups and also specify when user operations can be initiated. To add a schedule 1. In the Policy dialog, click the Schedules tab. To access the Policy dialog, double-click the policy name in the Policies list in the NetBackup Administration Console. 2. Click New. A dialog is displayed. 3. Specify a unique name for the schedule. Chapter 3, Configuration 35

48 Configuring Backup Policies 4. Select the Type of backup. For information on the types of backups available for this policy, see Types of Backups on page Specify the other properties for the schedule as explained in Schedule Properties on page If this is the last schedule, click OK. To add more schedules, click Add and repeat step 2 through step 6. Schedule Properties Some of the schedule properties have a different meaning for database backups than for a regular file system backup. The following table explains the schedule properties: Description of Schedule Properties Property Type of backup Frequency Calendar Retention Description Specifies the type of backup that this schedule controls. The selection list shows only the backup types that apply to the policy you are configuring. For more information, see Types of Backups This setting is used only for scheduled backups and not for user-directed backups. Frequency specifies the period of time that can elapse until the next backup or archive operation begins on this schedule. For example, if the frequency is seven days and a successful backup occurs on Wednesday, the next full backup does not occur until the following Wednesday. Typically, incremental backups have a shorter frequency than full backups. This setting is used only for scheduled backups. It is not used for user-directed backups. The Calendar option allows you to schedule backup operations based on specific dates, recurring week days, or recurring days of the month. Specifies a retention period for keeping backup copies of files before deleting them. The retention level also denotes a schedules priority within the policy, with Level 9 schedules having the highest priority and Level 0 the lowest. Set the time period to retain at least two full backups of your database. In this way, if one full backup has been lost, you will have another full backup to fall back on. For example, if your database is backed up once every Sunday morning, you should select a retention period of at least 2 weeks. 36 NetBackup for Lotus Notes System Administrator s Guide for UNIX and Linux

49 Configuring Backup Policies Other schedule properties vary according to your specific backup strategy and system configuration. For more information on schedule properties, consult the NetBackup System Administrator s Guide, Volume I. Types of Backups The following types of backups can be performed. Refer to Adding Schedules on page 35 for instructions on adding a schedule. Description of Types of Backups Type of Backup Full backup Differentialincremental backup Description This backup type is used to back up all the Lotus databases identified in the Backup Selections list and/or the available transaction logs extents, if the BACKUP_TRANSACTION_LOGS directive is specified in the Backup Selections list. All transaction log extents, identified as available for backup by the Domino Server will be backed up. The inactive transaction log extents will be marked as ready to be recycled after they are successfully backed up. The Domino Server handles the actual recycling of transaction log extents. A differential incremental backup will perform differently depending on the type of Lotus database encountered. For information on the types of databases, see Lotus Database Configurations on page 3. unlogged databases or local databases A differential incremental backup will back up all unlogged or local databases identified in the Backup Selections list that have been modified since the last full or incremental backup. The last modification date is determined by the time the database was last modified, not the time/date stamp of the database file. logged databases (archival-style logging enabled) A differential incremental backup will back up only those logged databases identified in the Backup Selections list that have been assigned a new DBIID since the last full or incremental backup. logged databases (circular style and linear- logging enabled) A differential incremental backup will back up all logged databases identified in the Backup Selections list that have been modified and/or have been assigned a new DBIID since the last full or incremental backup. The last modification date is deterrmined by the time the database was last modified, not the time/date stamp of the database file. Chapter 3, Configuration 37

50 Configuring Backup Policies Description of Types of Backups Type of Backup Description transaction logs When the BACKUP_TRANSACTION_LOGS directive is encountered in the Backup Selections list, a differential incremental backup will back up all transaction log extents identified as available for backup by the Domino Server. The inactive transaction log extents that are backed up will be marked as ready to be recycled upon successful completion of the backup. Cumulative- Incremental backup A cumulative incremental backup will perform differently depending on the type of Lotus database encountered. For information on the types of databases, see Lotus Database Configurations on page 3. unlogged databases or local databases A cumulative incremental backup will backup all unlogged or local databases identified in the Backup Selections list that have been modified since the last full backup. The last modification date is determined by the time the database itself was modified, not the time/date stamp of the database file. logged databases (archival-style logging enabled) A cumulative incremental backup will backup only those logged databases identified in the Backup Selections list that have been assigned a new DBIID since the last full backup. logged databases (circular and linear style logging enabled) A cumulative incremental backup will back up all logged databases identified in the Backup Selections list that have been modified and/or have been assigned a new DBIID since the last full backup. The last modification date is deterrmined by the time the database was last modified, not the time/date stamp of the database file. transaction logs When the BACKUP_TRANSACTION_LOGS directive is specified in the Backup Selections list, a cumulative incremental backup will back up all transaction log extents identified as available for backup by the Domino Server. The transaction log extents will not be marked as ready to be recycled upon successful completion of the backup. 38 NetBackup for Lotus Notes System Administrator s Guide for UNIX and Linux

51 Configuring Backup Policies Description of Types of Backups Type of Backup User backup Description Actions performed for a user backup are identical to a full backup except that the transaction log extents are not marked as ready to be recycled after they are successfully backed up. Because transaction log extents are not recycled, user backups are like taking a snapshot of the databases and transaction log extents at a given point in time without impacting the content of ongoing full and incremental backups. A user backup is not automatically scheduled and must be initiated on the target client machine. You may want to consider creating a separate policy for User Backup schedule types. This will allow you to easily separate user-directed and scheduled backups when restoring files. If you decide to create separate policies for User Backup schedule types, the considerations are similar to those for automatic backups. One difference is that you do not need a to indicate any backup selections because users select the files before starting the operation. Chapter 3, Configuration 39

52 Configuring Backup Policies Adding Clients The Clients list contains a list of the clients that will be backed up during an automatic backup. A NetBackup client must be in at least one policy but can be in more than one. If you wish to back up multiple clients, the Lotus Domino Server install path and the notes.ini location must be identical for each client. If not, the clients must be backed up using separate policies. The following software must be installed on the client: The Lotus Domino Server or Lotus client NetBackup client or server NetBackup for Lotus Notes To add clients to a policy 1. In the Policy dialog, click the Clients tab. To access the Policy dialog, double-click the policy name in the Policies list in the NetBackup Administration Console. 2. Click New. 3. Enter the name of the client you want to add. From the Windows interface: Type the name into the client list and press Enter. If NetBackup cannot detect the hardware and operating system, a dialog box displays so you can specify this information. OR Click the Browse for Computer button to choose the client from the network. From the Java interface: a. The Add Client dialog box displays. In the Client name field, type the name of the client you are adding. b. Choose the Hardware and operating system type and click Add. 4. To add another client, repeat step 2 and step If this is the last client, click OK. 40 NetBackup for Lotus Notes System Administrator s Guide for UNIX and Linux

53 Configuring Backup Policies Adding Backup Selections The following procedures explain how to add databases or directives to the Backup Selections list. Only the databases and/or directives specified will be backed up. Though exclude lists are not supported, databases outside of the Domino data directory will be excluded from backups. See Excluding Databases from Backups on page 45 for instructions. To add directives to the Backup Selections List From the Windows interface: 1. In the Policy dialog, click the Backup Selections tab. To open the Policy dialog, double-click the policy name in the Policies list in the NetBackup Administration Console. 2. Click New. 3. Click the Directives button. 4. From the Directive list, select a directive and click OK. For a description of each of the directives, refer to Directives in the Backup Selections List on page Click OK. Any pathnames or directives you specified are appended to the Backup Selections list. From the Java interface: 1. In the Policy dialog, click the Backup Selections tab. To open the Policy dialog, double-click the policy name in the Policies list in the NetBackup Administration Console. 2. Click New. A dialog box displays. 3. Click the arrow button to the right of the Pathname or directive box and select a directive. Chapter 3, Configuration 41

54 Configuring Backup Policies 4. Click Add. For a description of each of the directives, refer to Directives in the Backup Selections List on page Click OK. Any pathnames or directives you specified are appended to the Backup Selections list. To add databases to the Backup Selections List From the Windows interface: 1. In the Policy dialog, click the Backup Selections tab. To open the Policy dialog, double-click the policy name in the Policies list in the NetBackup Administration Console. 2. Click New. 3. Indicate the database or folder to back up. Click the Remote Folder button and browse for an object, then click OK. OR 4. Click OK. Type the full path and name of the database or folder and click OK. You can indicate an NFS pathname or a UNC pathname in the Backup Selections list. For example, /export/home/lotus/data (NFS pathname) \\hostname\share\lotus\data (UNC pathname) For Lotus linked databases and directories, include the pathname to the source databases or folder. Any pathnames or directives you specified are appended to the Backup Selections list. From the Java interface: 1. In the Policy dialog, click the Backup Selections tab. To open the Policy dialog, double-click the policy name in the Policies list in the NetBackup Administration Console. 2. Click New. A dialog box displays. 42 NetBackup for Lotus Notes System Administrator s Guide for UNIX and Linux

55 Configuring Backup Policies 3. Type the name of the directory or the database, and full path, in the Pathname or directive text box and click Add. You can indicate an NFS pathname or a UNC pathname in the Backup Selections list. For example, /export/home/lotus/data (NFS pathname) \\hostname\share\lotus\data (UNC pathname) For Lotus linked databases and directories, include the pathname to the source databases or folder. 4. Click OK. Any pathnames or directives you specified are appended to the Backup Selections list. Directives in the Backup Selections List The types of directives that can be added to the Backup Selections list are described in the following table. Refer to Adding Backup Selections on page 41. Directives in the Backup Selections List Directive ALL_LOTUS_DATABASES Description This directive is supported only on UNIX clients. Performs the backup on all Lotus databases on each of the selected clients. ALL_LOTUS_DATABASES means both local databases and Domino Server databases. Note Using the ALL_LOTUS_DATABASES Backup Selections list directive can have tremendous performance issues on clients with large or multiple local drives. In this case, it is suggested that more specific folders or databases be added to the Backup Selections list, for example, the Domino data directory. For more information on this directive see Adding Backup Selections on page 41. BACKUP_TRANSACTION_LOGS Backs up all transaction log extents identified by the Domino Server as available for backup. Chapter 3, Configuration 43

56 Configuring Backup Policies Directives in the Backup Selections List Directive NEW_STREAM NOTES_INI_PATH= Description In a backup policy, the NEW_STREAM directive is used to define any one of the following: a single stream for a particular partition of a Domino partitioned server multiple streams for a single partition on a non-partitioned Domino Server a single stream for a particular instance of Domino sever installed on a client To use the NEW_STREAM directive, the Allow multiple data streams attribute must be enabled for the policy on the Attributes tab. To perform a scheduled backup of more than one partition for Domino partitioned server from a single policy, you must back up each Domino partition with a separate data stream. Use the NEW_STREAM directive and the NOTES_INI_PATH= directive for each data stream. To perform a scheduled backup of multiple instances of Domino server on the same host, you must backup each Domino server with a separate data stream. Use the NEW_STREAM directive and the NOTES_INI_PATH and LOTUS_INSTALL_PATH directives for each data stream. For more information on the NEW_STREAM directive, see the NetBackup System Administrator s Guide, Volume I. This directive identifies the location of the notes.ini file associated with the particular server partition or instance that will be used to perform the backup. If you are configuring a backup for a Domino partitioned server, use this directive to indicate the absolute path for the notes.ini file associated with the server partition to be used. The server partition specified will have an impact on the how a database is backed up (logged or unlogged) and which set of transaction log extents will be backed up. If you are configuring a backup for one of the multiple installations of Domino Server, use this directive to indicate the absolute path for the notes.ini file associated with the server instance to be used. 44 NetBackup for Lotus Notes System Administrator s Guide for UNIX and Linux

57 Configuring Backup Policies Directives in the Backup Selections List Directive LOTUS_INSTALL_PATH= Description This directive identifies the location of Lotus program files associated with a particular installation of Domino Server. If you are configuring a backup for one of the multiple installations of Domino Server, use this directive to indicate the absolute path where the Lotus program files are installed. ALL_LOTUS_DATABASES Directive The ALL_LOTUS_DATABASES directive is not supported for Windows clients. If this directive is encountered when performing a Lotus-Notes backup on a Windows client, the backup will fail with a status 69: The file list string is invalid. If you have both UNIX and Windows clients, create at least two policies: one exclusively for UNIX clients and another exclusively for Windows clients. Excluding Databases from Backups Although exclude lists are not supported for backups using the NetBackup for Lotus Notes agent, it is possible to exclude specific databases from the backup by using Domino database links and directory links if the databases to which the links point are located outside of the Domino data directory. Identify the databases that are to be excluded and move them to a directory outside the Domino data path. Then, create a Domino database or a directory link to the database(s). The NetBackup for Lotus Notes agent will only back up files with extensions.nsf,.ntf and.box, and does not follow Domino database links or Domino directory links. For assistance with creating Domino database or directory links, consult with a Domino administrator or visit the IBM Support web site and review IBM TechNote # : Chapter 3, Configuration 45

58 Testing Configuration Settings Testing Configuration Settings After configuring the master server for NetBackup for Lotus Notes, test the configuration settings by performing a manual backup (or backups) using the automatic backup schedules you have created. For a description of status codes and other troubleshooting information, refer to the NetBackup Troubleshooting Guide. To test the configuration settings 1. Log onto the master server as administrator (Windows) or root (UNIX). 2. Start the NetBackup Administration Console. 3. In the left pane, click Policies. From the Windows interface: The policy list appears in the right pane. From the Java interface: The right pane splits into an All Policies pane and a details pane. 4. Click the policy you want to test. 5. Choose Actions > Manual Backup. The Manual Backup dialog box appears. The Schedules pane contains the name of an automatic schedule (or schedules) configured for the policy that you are going to test. The Clients pane contains the name of the client(s) listed in the policy that you are going to test. 6. Follow the directions in the Manual Backup dialog box. 7. Click Activity Monitor on the NetBackup Administration Console. If the manual backup does not exit with a successful status, see the Troubleshooting chapter. 46 NetBackup for Lotus Notes System Administrator s Guide for UNIX and Linux

59 Operating Instructions 4 After completing the configuration of NetBackup, you can use the Backup, Archive, and Restore interface to back up Lotus databases, mailboxes, transaction log extents, or folders. 47

60 Performing a User-Directed Backup Performing a User-Directed Backup This section describes a user-directed backup of a Lotus database using NetBackup for Lotus Notes. These instructions supplement the operating instructions in the NetBackup Backup, Archive, and Restore Getting Started Guide. Refer to that guide for detailed backup instructions. Note User-directed backups will not mark backed up transaction log extents as ready to be recycled upon successful completion of the backup. Therefore, user-directed backups should be used for special situations and should not replace regularly scheduled full or incremental backups. Backup Options The following options are available when performing backups. Options on the Backup Files dialog Option NetBackup server Files Marked for Lotus Notes Backup Remove from list Description To change the NetBackup server that will perform the backup operation, select another server from the drop-down list. Contains a list of objects to be backed up. Click to remove the selected item from the list of files be to backed up. Specify the absolute path for the NOTES.INI file associated with the server instance to be used Specify the directory where Lotus is installed When backing up a Domino partition server or one of multiple Lotus installations, specify the absolute path for the NOTES.INI file associated with the particular server partition or instance that will be used to perform the backup. The server partition specified will have an impact on how a database is backed up (if logged) and which set of transaction logs will be backed up. When backing up one of multiple Lotus installations on a server, specify the directory where the Lotus program files are installed. 48 NetBackup for Lotus Notes System Administrator s Guide for UNIX and Linux

61 Performing a User-Directed Backup Options on the Backup Files dialog Keyword phrase to associate with the backup (optional) Use default progress log filename Start Backup Cancel Specifies a keyword phrase, up to 128 characters in length, that NetBackup will associate with the image created by this backup operation. You can then restore the image by specifying the keyword phrase in the Search Backups dialog box. All printable characters are permitted including space ( ) and period (. ). The default keyword phrase is the null (empty) string To write the backup progress messages to a log file other than the default, deselect and then enter the path and filename for the alternative progress log in the Progress log filename field. By default, logs for user-directed operations are stored in install_path/netbackup/logs/user_ops/logs on the client system. Initiates the backup operation. Closes the dialog without backing up files. Instructions To perform a user-directed backup 1. Open the Backup, Archive, and Restore interface. 2. Click the Backup Files tab. Chapter 4, Operating Instructions 49

62 Performing a User-Directed Backup The Lotus Notes object is displayed in the left pane. Items within this object can be selected in order to perform backups of the logged and unlogged Domino Server databases, local databases, and archive style transaction log extents. 3. If necessary, change the NetBackup master server that will perform the backup. If there is more than one master server to which you can send your backups, ensure that you are connected to the correct one. Ask your NetBackup administrator if you have questions about which master server to use. Normally, you will not have to switch master servers unless, for some reason, the administrator has temporarily moved the NetBackup backups (for example, because of a problem on the original master server). If the change becomes permanent, the administrator should change your default to reflect the other server. 4. To specify what you want to back up, expand the Lotus Notes object, navigate the directories, and select the desired databases, the Transaction Logs node, or both. 50 NetBackup for Lotus Notes System Administrator s Guide for UNIX and Linux

63 Performing a User-Directed Backup Note It is not possible to select individual transaction log extents to be backed up. Instead, to backup transaction log extents, select the Transaction Log node of the tree. NetBackup will then query the Domino server for the list of transaction log extents that are available to be backed up. 5. Click Backup. The Backup Files dialog box is displayed. 6. Select the desired backup options. If backing up a server partition, provide the absolute path for the notes.ini file associated with the particular server partition that will be used to perform the backup. If backing up one of multiple installations of Lotus Domino Server, provide the absolute path for the notes.ini file associated with the installation and the directory of the Lotus Domino Server installation. Refer to Backup Options on page Click Start Backup. Chapter 4, Operating Instructions 51

64 Performing a Restore Performing a Restore This section describes a user-directed restore of a Lotus database using NetBackup for Lotus Notes. These instructions supplement the operating instructions in the NetBackup Backup, Archive, and Restore Getting Started Guide, to which you can refer for detailed restore instructions. Restore Options The following options are available when restoring Lotus Notes objects. Options on the General tab Option Description Restore Destination Choices Restore everything to its original location Restore everything to a different location Destination Restore individual directories and files to different locations Restores the selected items to the directory from which they were backed up. This is the default. Select to restore to a different location, then enter the location to which you want to redirect the files and directories. Enter the path to restore to. This field is enabled when Restore everything to a different location is selected. Specify a different location for each item. To restore files to different locations, you must mark files (not directories). To specify a different location, select an item and choose Change Selected Destinations. Restore Options Overwrite existing files Start Restore Cancel Overwrites existing files and folders. The default is to not overwrite. Begins the restore. Close the dialog without restoring files. 52 NetBackup for Lotus Notes System Administrator s Guide for UNIX and Linux

65 Performing a Restore The following additional options are available when restoring Lotus objects. Lotus Notes tab Option Time to wait for the database to go offline Description Specify the number of seconds that the restore process will wait for a busy database. When a Lotus database is to be restored it needs to be taken offline. This will ensure that the database is not being accessed, close the database, and delete the database. If the database is being accessed it cannot be taken offline. If the database is still busy and not able to be taken offline after the specified wait time, the restore of that database will fail. Restore Options Database Identification You can assign a new database instance ID (DBIID) and a new replica ID, or retain the original database instance ID (DBIID) and replica ID during the restore. The replica ID is used to synchronize two or more databases that are being replicated in the Lotus Domino environment. You can select Assign a new database ID and replica ID during a restore to prevent the other databases under replication from writing over the restored database files. Recover database to If you choose Assign a new database ID or Assign a new database ID the specified point and a replica ID, you have the option to restore the selected databases to in time a specific point-in-time. Select Restore database(s) to Date and Time and set the desired date and time. Wait until resources Select this option to wait for Lotus Domino Server Resources to become are available available before starting the restore process. Specify the absolute When restoring a Domino partition server or one of multiple Lotus path for the installations, specify the absolute path for the NOTES.INI file associated NOTES.INI file with the particular server partition or instance that will be used to associated with the perform the restore. server instance to be The server partition specified will have an impact on how a database is used restored (if logged) and which set of transaction logs will be used for recovery. Specify the directory When restoring one of multiple Lotus installations on a server, specify where Lotus is the directory where the Lotus program files are installed. installed Chapter 4, Operating Instructions 53

66 Performing a Restore Lotus Notes tab Start Restore Cancel Initiates the restore operation. Cancels and returns to the previous display without accepting changes to the parameters in this dialog box. Instructions Because each partition in a Domino partitioned server environment has its own notes.ini, Lotus databases from different partitions must be restored in separate restore operations. Different instances of Lotus should also be restored in separate restore jobs. To perform a restore 1. On the NetBackup client, open the Backup, Archive, and Restore interface. Caution Point-In-Time restore jobs initiated from the master server may fail with a status 12. If the install path of the NetBackup master server is different from the install path of the NetBackup client, the automatic restore of Lotus transaction log extents during recovery of the Lotus database will fail. Refer to the NetBackup Troubleshooting Guide for more information. 2. Log in as Domino Server administrative user. 3. Click the Restore Files tab. 4. Select the appropriate server, source client, and policy type. a. Choose Actions > Specify NetBackup Machines and Policy Type. b. From the NetBackup Server list, select the desired server. c. From the Source client for restore list, select the desired client. The source client is the client on which the backup was performed. d. From the Policy type for restore list, select Lotus-Notes. e. Click OK. 5. Choose View > Show Most Recent Backup. 54 NetBackup for Lotus Notes System Administrator s Guide for UNIX and Linux

67 Performing a Restore 6. Choose View> Refresh. NetBackup browses for Lotus database backup images. 7. Select the database files you want to restore. Note Only select the source databases or folder, not links, for restore. If the links are missing, they need to be recreated using the Lotus Notes client. Note While it is possible to select transaction log extents to restore, in general, this is not recommended. If a transaction log extent is required to recover a database, the transaction log extent will be restored automatically as part of the database recovery and recycled automatically by the Domino server when the transaction log extent is no longer required. Note The Browse Directory box is not available when browsing for Lotus-Notes backups on a NetBackup client. Chapter 4, Operating Instructions 55

68 Performing a Restore 8. Click Restore. The Restore Marked Files dialog box is displayed. 9. Click on the Lotus Notes tab. 10. Select the desired restore options. If restoring from a server partition, provide the absolute path for the notes.ini file associated with the particular server partition that will be used to perform the restore. If restoring one of multiple installations of Lotus Domino Server, click on the Lotus Notes tab and provide the absolute path for the notes.ini file associated with the installation and the directory of the Lotus Domino Server installation. Refer to Restore Options on page 52 for descriptions of these options. 11. Click Start Restore. 56 NetBackup for Lotus Notes System Administrator s Guide for UNIX and Linux