EZ-Snapshot for Windows NT, 2000 & XP

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1 EZ-Snapshot for Windows NT, 2000 & XP Before you can use EZ-Snapshot, you must first sign up for the service. To do this, obtain an application form at the VCC Help Desk, or print a copy from the RCS directory dept/cis/software/tsm/public_html/forms. For individual PC users, use the IndividualEZ form; to register additional computers, use the AddClientEZ form. Departments that want to register, use the DeptEZform. The forms are available in both.doc and.pdf. Once you complete this form, return it to the Help Desk; once they process your subscription request and register your computer with TSM, you will receive additional registration instructions via electronic mail. Once you have your TSM account and password, you may then proceed to obtain the necessary TSM files as described below. 1. Under Windows NT, 2000 or XP, log into the PC. 2. Map a network drive by right-clicking on the My Network Places or the My Computer icon on your desktop, and select the Map Network Drive option. A Map Network Drive window will appear. 3. Type \\sambasrv\software in the Path: field, and make sure the Reconnect at logon box is not selected or checked. Click on Connect using a different user name. Enter your RCS userid and password, and click OK. Click Finish; doing this will open a separate 'Sambasrv' software window. 4. Double-click on the tsm folder, then, WinNT, Win2K or WinXP depending on your operating system. 5. Double-click on Current. 6. Double-click on the IP22519 file; Location to Save File window will appear, as shown below. September 18, 2002 Page 1 of 13

2 Accept the default folder and click Next. TSM will extract the files needed to install TSM. Note if upgrading from a previous version of TSM and an Overwrite Protection window appears, click on the Yes, to All option to continue. The Choose Setup Language window will appear, as shown below. Accept the default language and click OK. Setup will prepare the setup process. A window welcoming you to the Tivoli Storage Manager will appear, as shown below. Click on the Next button. If you re installing TSM EZ-Snapshot for the first time, the window on the following page will appear. Click Next. September 18, 2002 Page 2 of 13

3 The Setup type window, shown below, will appear. September 18, 2002 Page 3 of 13

4 Accept the default Typical option, which is recommended for most users, then click on the Next button. The Ready to Install the Program window will appear, as shown below. Click on the Install button. The Installing TSM Client window, shown below, will appear. September 18, 2002 Page 4 of 13

5 Once the program has completed, the following Wizard Completed window will appear. Click on the Finish button to complete the Setup program. Next, close all open windows and disconnect the \\sambasrv\software as a drive on your PC, so others can access the files. 1. To disconnect the \\sambasrv\software drive, right click on the My Computer or My Network Places desktop icon and, in the pop-up menu that appears, select Disconnect Network Drive A Disconnect Network Drive window will appear. Left click on \\sambasrv\software to select it and click OK. Setting Up the Backup Client Options Next, you will need to setup the Backup Client Options. To do this, open the Start menu, select Programs, then Tivoli Storage Manager, and finally Backup Archive GUI. Doing this will open the Configuration Wizard window as shown on the next page. September 18, 2002 Page 5 of 13

6 Accept the default Help me configure the TSM Backup Archive Client option then click on the Next button. The Option File Task window will appear, as shown below. September 18, 2002 Page 6 of 13

7 Accept the default Create a new options file option, then click on the Next button. The TSM authentication window will appear, as shown below. You must replace the text string RCSUserID with the system name registered to your machine for the EZ-Snapshot service. This will be your RCS userid; the correct name appears in the message you received to confirm your EZ-Snapshot registration, then click on the Next button. Accept the default TCP/IP option then click on the Next button. The TCP/IP Parameters window will appear, as shown below. September 18, 2002 Page 7 of 13

8 Enter the TSM server address: dsmserv1.server.rpi.edu, then click on the Next button. The Domain and include/exclude lists window will appear, as shown below. Accept the default lists and click on the Next button. Click on the Finish button to complete the Setup program. September 18, 2002 Page 8 of 13

9 Changing Your Password It is recommended that you change your initial TSM password once you have TSM setup. You can change your TSM password at any time by doing the following: 1. Open the Start menu, select Programs, then Tivoli Storage Manager, and finally Backup Archive GUI. 2. From the TSM window that appears, pull down the Utilities menu, and select the Change Password option. A separate Change Password window will appear. 3. Enter your existing password in the Current password: field and your new password in both the New password: and Verify password: fields, then click on the Change button. 4. A separate TSM window stating "Password successfully changed" will appear. Click the OK button to close this window. 5. Close the TSM window by pulling down the File menu and selecting the Exit option. If you do choose to change your TSM password, please see the important note under the "Automating Scheduled Incremental Backups" section of this document. Backing Up Your Files Once you have installed TSM for Windows NT, 2000 or XP, it's suggested that you run an initial backup. To do this: 1. Open the Start menu, select Programs, then Tivoli Storage Manager, and finally Backup Archive GUI. 2. From the TSM window that appears, choose the Backup option. A separate Backup window listing your local drives, network, removable and system object will appear. Click on the plus sign to the left of Local. This will display your local drives. To backup your local hard drives, click on the yellow icon to the left of Local. This selects all hard drives listed. You will now see a yellow next to the directory/directories that will be backed up. (You may also "un-select" those directories that you don't wish to back up by clicking on the again.) 3. Click on the Backup button to begin backing up the specified directory/directories. A separate Task List window will appear, showing the progress of the backup as it runs. Remember that initial backups are bound to take a while, so be patient! (However, you may click on the Stop button at any time, if you need to stop the backup for any reason, but it's not recommended. September 18, 2002 Page 9 of 13

10 Eventually, the following window should appear on the screen, signaling the successful completion of the backup. You should now have a complete backup of all the specified files/directories on your machine's hard drive. Incremental Backups TSM is set up to automatically back up and archive the files on your workstation. That is, the TSM administrator has defined the schedule that tells the TSM server when to perform backups and archives. However, we would like to remind our users that they can however, perform incremental complete (not date only) backups by doing the following: 1. Open the Start menu, select Programs, then Tivoli Storage Manager, and finally Backup Archive GUI. 2. From the TSM window that appears, pull down the Actions menu, and select the Backup option. 3. A separate Backup window will appear; in the drop-down box located to the right of the Help button, make sure the Incremental (complete) option is selected (not the Incremental (date only) option). Automating Scheduled Incremental Backups for Windows NT, 2000 In order for your files to be included in these scheduled backups and archives, you must have the Scheduler running as a Windows NT/2000/XP service. When you start the service, it continuously polls the server for scheduled events, and it continues to run and start these scheduled events until you stop the Scheduler. 1. To automatically start the scheduler, Open the Start menu, select Programs, then Tivoli Storage Manager, and finally Backup Archive 2. From the TSM window that appears, pull down the Utilities menu, and select the Setup Wizard option. Deselect "Help me configure the TSM Backup Archive Client" and select "Help me configure the TSM Client Scheduler". Click Next to continue. 3. The Tivoli Scheduler Wizard window will appear. Select "Install a new or additional scheduler" option and click Next to continue. September 18, 2002 Page 10 of 13

11 The following window will appear. Enter YOURNODENAME in the "What name would you like to give to the TSM scheduler?" text field, and click Next to continue. When the "Option File name and location" window appears, accept the default option file and click Next to continue. The following window will appear. Enter your node name in the What is the TSM node name to use? text field and enter your TSM password in the What is the TSM password for this node? Click Next to continue. September 18, 2002 Page 11 of 13

12 The following window will appear. Accept the default system account, and select the "Automatically when Windows boots" option in the "When do you want the service to start?" field. Click Next to continue. The "Log File name and location" window will appear; accept the default schedule and error log names. Click Next to continue. When the "Completing the TSM Client Configuration Wizard" window appears, click Finish. Stopping the Service In order to stop the service, you use the Services Control Panel. For NT and 2000: For XP: 1. To use the Services Control Panel, click on Start and scroll up to Settings. 2. Next click on Control Panel. 3. Click on the Services icon. Once the Services window opens, look for your node name. 4. Click on your node name and then click on the Stop button. 1. To use the Services Control Panel, click on Start and scroll up to Control Panel. 2. Click on Administrative Tools. 3. Click on the Services icon. Once the Services window opens look for your node name. 4. Click on your node name and then click on the Stop button. September 18, 2002 Page 12 of 13

13 Verifying Backup Completion Once a backup has run, you may want to check its status to ensure that it completed successfully. To do this: In NT or 2000: In XP: 1. Open the Start menu, and select the Find option. 2. From the pop-up sub-menu that appears, select the Files or Folders option. A separate Find: All Files window will appear. 3. You may now enter either dsmsched.log or dsmerror.log in the Named: field, and click the Find Now button. (The dsmsched.log and dsmerror.log files contain, respectively, a full summary of what files were and were not backed up, etc, and a list of any problems or failures encountered during the backup.) 4. If the system locates the specified file, the filename will appear in the field at the bottom of the Find: All Files. Double-click on the file s icon, and the file s contents should appear in an editor such as Notepad or WordPad. 1. Open the Start menu, and select the Search option. 2. Enter either dsmsched.log or dsmerror.log in the Search for files or folders named: field, and click the Search Now button. (The dsmsched.log and dsmerror.log files contain, respectively, a full summary of what files were and were not backed up, etc, and a list of any problems or failures encountered during the backup.) 3. If the system locates the specified file, the filename will appear in the window to the right of the Search for Files and folders window. Double-click on the file s icon, and the file s contents should appear in an editor such as Notepad or WordPad. Getting Additional Help Please use the following resources to get additional help with EZ-Snapshot and its related products and services. You may print copies of this document from either the TSMV5110.doc file or the TSMV5110.pdf The Backup_Policies file provides specific information regarding Rensselaer's EZ- Snapshot policies. If you have specific questions about using EZ-Snapshot, or wish to report a problem, you may contact the TSM support staff by directing electronic mail to ezsnapsupport@rpi.edu. September 18, 2002 Page 13 of 13

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