Administration GUIDE. IntelliSnap Exchange Database idataagent. Published On: 11/19/2013 V10 Service Pack 4A Page 1 of 110

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1 Administration GUIDE IntelliSnap Exchange Database idataagent Published On: 11/19/2013 V10 Service Pack 4A Page 1 of 110

2 IntelliSnap User Guide - Exchange Database idataagent Table of Contents Getting Started Overview Deployment Configuration Select Storage Array Backup Vault/Mirror Copy Movement to Media Restore Advanced Snapshots Configuration Backup Restore IntelliSnap Support Supported Storage Arrays 3PAR Getting Started Advanced Dell Compellent Getting Started Advanced Dell Equallogic Getting Started Advanced EMC VNX / Clariion Getting Started Advanced EMC Isilon Getting Started Advanced EMC Symmetrix Getting Started Advanced Fujitsu ETERNUS Getting Started Advanced Hitachi Data Systems Getting Started Advanced HP EVA Getting Started Advanced IBM SVC Getting Started Published On: 11/19/2013 V10 Service Pack 4A Page 2 of 110

3 Advanced IBM XIV Getting Started Advanced LSI Getting Started Advanced NetApp Getting Started Advanced Nimble Getting Started Advanced Data Replicator Getting Started Advanced Published On: 11/19/2013 V10 Service Pack 4A Page 3 of 110

4 System Requirements - Exchange Database idataagent System Requirements Supported Features License Requirements The following requirements are for the Microsoft Exchange Database idataagent: Application Microsoft Exchange bit Server up to the latest service pack Microsoft Exchange bit Server up to the latest service pack Microsoft Exchange bit Server up to the latest service pack Microsoft Exchange bit Server up to the latest service pack Operating System Windows Server 2012 Microsoft Windows Server 2012 Editions Windows Server 2008 Microsoft Windows Server 2008 x64 Editions* *Core Editions not supported Windows Server 2003 Microsoft Windows Server bit and x64 Editions with a minimum of Service Pack 2 Cluster - Support The software can be installed on a Cluster if clustering is supported by the above-mentioned operating systems. For information on supported cluster types, see Clustering - Support. Hard Drive 1 GB of minimum disk space is required for installing the software. 256 MB of free disk space is required for job result directory. 256 MB of free disk space is required for log directory. Processor All Windows-compatible processors supported Supported Components Exchange Offline Mining Tool The Exchange Offline Mining Tool is supported on any Windows Server platform. Notes on Exchange Offline Mining Tool Installation The following additional software packages must be installed on the same computer where the Exchange Offline Mining Tool is installed, if they are not already present on the computer:.net Framework 4.0 (will be automatically installed during Offline Mining Tool installation, if needed) Microsoft Outlook 2003 (or later) For Exchange Server 2010 Editions, the Exchange Offline Mining Tool is supported only with 32-bit versions of Outlook. For Exchange Server 2013, the Exchange Offline Mining Tool is supported only with 32-bit versions of Outlook. Miscellaneous The File System idataagent will be automatically installed during installation of this software, if it is not already installed. For System Requirements specific to the File System idataagent, refer to System Requirements - Microsoft Windows File System idataagent..net Framework.NET Framework 4.0 is automatically installed. Note that.net Framework 4.0 can co-exist with other versions of this software. Microsoft Visual C++ Microsoft Visual C and 2008 Redistributable Packages are automatically installed. Note that these Visual C++ Redistributable Packages can co-exist with other versions of this software. DISCLAIMER Minor revisions and/or service packs that are released by application and operating system vendors are supported by our software but may not be individually listed in our System Requirements. We will provide information on any known caveat for the revisions and/or service packs. In some cases, these revisions and/or service packs affect the working of our software. Changes to the behavior of our software resulting from an application or operating system revision/service pack may be beyond our control. The older releases of our software may not support the platforms supported in the current release. However, we will make every effort to correct the behavior in the current or future releases when necessary. Please contact your Software Provider for any problem with a specific Published On: 11/19/2013 V10 Service Pack 4A Page 4 of 110

5 application or operating system. Additional considerations regarding minimum requirements and End of Life policies from application and operating system vendors are also applicable Published On: 11/19/2013 V10 Service Pack 4A Page 5 of 110

6 IntelliSnap - Getting Started - Exchange Database idataagent Overview Deployment Configuration Select Storage Array Backup Vault/Mirror Copy Movement to Media Restore IntelliSnap backup enables you to create a point-in-time snapshot of the data used for backups. An effective way to back up live data is to quiesce it temporarily, take a snapshot, and then resume live operations. IntelliSnap backup works in conjunction with storage arrays to provide snapshot functionality for backup. You can use the IntelliSnap backup to perform any level of backups (for example, Full, Incremental, or Differential). When you switch from a snap to a traditional backup or vice-versa, the next job is converted to a full backup. While you perform an IntelliSnap backup or any subsequent operations, you can use a proxy server to reduce the load on the production server. The backup copy operation uses the proxy to move the snap to backup media. Proxy server is supported with hardware storage arrays. The following illustration describes the process involved in IntelliSnap backup: Advantages of Using IntelliSnap Backup The following table lists some of the advantages of using IntelliSnap backup over other available backup solutions. Feature Support Generic Software Solution Data Protection Suite IntelliSnap Backup Backup to Tape During incremental or log backups only relevant incremental or log data is moved to media which enables significant reduction in media usage. Hardware Independent - No dependency on the hardware array Snapshot copy, backup copy, and tape copy creation and management are seamless. Application aware snapshots creation can be scheduled. The snapshots can be cataloged/indexed for restore and movement to media based on policies. To reduce load on the production server, a proxy server can be used for operations like movement to media and integrity check. Restores can be performed directly from media to the application server. Ability to mix and match IntelliSnap backup with traditional backups. You can perform full IntelliSnap backups combined with incremental log backups that are moved to media. All data management operations can be performed from the CommCell Console. Advantages of using IntelliSnap Backup for Exchange Database idataagent IntelliSnap backups of Exchange databases provides the following additional benefits: Ability to backup large databases within few minutes. Provide consistent backups by quiescing the database for few seconds. Multiple point-in- time snapshots enable you to recover the database to any specific point-in-time. Fast recovery using application aware revert operation. Ability to take snapshots simultaneously on multiple databases using snap optimization. Ability to open or mount the database snapshots on other clients without actual restore. Ability to perform multistream restore operations from snapshots. How does IntelliSnap Backup Work Backup job is scheduled using the CommCell Console. When the backup job is started: The array is accessed to create a snapshot. The snapshot is mounted on the proxy or source computer for post backup operations. The snapshot is unmounted. This snapshot is used for backup copy operations. This can also be used for restore/mount operations. During the Backup Copy operations: Published On: 11/19/2013 V10 Service Pack 4A Page 6 of 110

7 The snapshot is mounted to the source or proxy computer. The mounted snapshot is treated like a file system and the required contents are read. The file system backup is performed on the Primary Copy of the storage policy. When the backup copy job is finished, the snapshot is unmounted. Data Aging: The jobs for the snapshot are pruned based on the retention policy for the snapshot copy. The snapshots that are related to the pruned jobs are deleted from the array periodically. Terminology The IntelliSnap Backup documentation uses the following terminology: Storage device Storage Array Proxy Snapshot Copy A device used for backup or archival purposes. A high-end disk storage system. The IntelliSnap software is designed to work in conjunction with the snapshot ability built into the storage array. A computer other than the production server on which you can perform IntelliSnap operations. A proxy is used to decrease the load on the production server. An additional copy of the protected data that is used in IntelliSnap operations. Published On: 11/19/2013 V10 Service Pack 4A Page 7 of 110

8 IntelliSnap - Getting Started - Exchange Database idataagent Overview Deployment Configuration Select Storage Array Backup Vault/Mirror Copy Movement to Media Restore where to install Install the software on a Exchange server that you want to backup. Follow the steps given below to install the Exchange Database idataagent. The computer will be added as a client in the CommCell as soon as the installation completes successfully. Before You Begin IntelliSnap Support - Exchange Database idataagent Verify that the computer in which you wish to install the software satisfies the minimum requirements specified in IntelliSnap Support - Exchange Database idataagent. Download Software Packages Download the latest software package to perform the install. Interactive Install 1. Log on to the client computer as an Administrator or as a member of the Administrator group on that computer. 2. Run SetupAll.exe from the Software Installation Discs. 3. Click I accept the terms in the license agreement. Click Next. 4. Click Custom. Click Next. 5. Click Select components to install on this computer and click Next. Published On: 11/19/2013 V10 Service Pack 4A Page 8 of 110

9 6. Expand Exchange and click Database. Expand Server Modules and click MediaAgent. Expand File System and verify that VSS Provider is selected. Click Next. 7. Verify the default location for software installation. Click Next. If necessary, click Browse... to change the default location. Do not install the software to a mapped network drive Do not use the following characters when specifying the destination path: / : *? " < > # It is recommended that you use alphanumeric characters only 8. Click Install. The Summary on your screen should reflect the components you selected for install, and may look different from the example shown. Published On: 11/19/2013 V10 Service Pack 4A Page 9 of 110

10 9. Click Yes. 10. Click Next. 11. Select one of the following: If firewall configuration is not required, click Next. If this computer and the CommServe is separated by a firewall, click Configure firewall services. For firewall options and configuration instructions, see Firewall Configuration and continue with the installation. 12. Enter the fully qualified domain name of the CommServe in the CommServe Host Name box. Do not use space and the following characters when specifying the CommServe Host Name: \ `~!@#$%^&*()+=<>/?,[]{}:;'" Click Next. Published On: 11/19/2013 V10 Service Pack 4A Page 10 of 110

11 13. Enter the following: The local (NetBIOS) name of the client computer is displayed in the Select a Client name list. If necessary you can also type a new (friendly) name for the client in this box. This name will be used in the CommCell and will also be displayed in the CommCell Console. Do not use spaces when specifying a new name for the client. The default network interface name of the client computer is displayed if the computer has only one network interface (NIC card). If the computer has multiple network interfaces, select the interface name that is preferred for communication with the CommServe. Click Next. If a component is already installed on this computer, this screen will not be displayed; instead, the install program will use the same name as previously specified. 14. The default port numbers used for CommCell communication is displayed. If necessary, you can modify the port numbers. Click Next. This screen will not appear if the default port numbers are not used for CommCell communication. 15. Select one of the following options: Published On: 11/19/2013 V10 Service Pack 4A Page 11 of 110

12 If you do not want to disable Windows Firewall, click Next. If you want to disable Windows Firewall for all profiles, click Yes, disable Windows Firewall for all profiles and then click Next. You will get this screen if you did not configure the firewall settings in step Select Add programs to the Windows Firewall Exclusion List, to add CommCell programs and services to the Windows Firewall Exclusion List. Click Next. This option enables CommCell operations across Windows firewall by adding CommCell programs and services to Windows firewall exclusion list. It is recommended to select this option even if Windows firewall is disabled. This will allow the CommCell programs and services to function if the Windows firewall is enabled at a later time. 17. Select a Client Group. Click Next. This screen will not be displayed if Client Groups are not configured in the CommCell Console. For more information, see Client Computer Groups. 18. Click Next. This agent does not support Global Filters. Published On: 11/19/2013 V10 Service Pack 4A Page 12 of 110

13 19. Select a storage policy from the Storage Policy list. Click Next. If you do not have a Storage Policy, the list will not be displayed. You can create the Storage Policy later in step Select the Exchange Server Version from the available list. 21. Select the backup type for Exchange Database backups. Choose either of the following options, then click Next. Differential - Specifies that each non-full Exchange Database backup secures all data that has changed since the last full backup. Transaction lobs are not purged. Incremental - Specifies that each non-full Exchange Database backup secures only that data that has changed since the last backup of any type. Committed transaction logs are purged. Published On: 11/19/2013 V10 Service Pack 4A Page 13 of 110

14 22. Enter the following Exchange Administrator information then click Next. Account Name - Domain user account created with the exchange server administrator permissions. Do not include the domain name here. Account Password - The password assigned to the domain user. Domain - The installation detects and enters a domain name. If necessary, modify the domain name by specifying Windows domain that the Exchange Server resides in. 23. Click Finish. This screen will reflect the components you selected for install, and may look different from the example shown. If you already have a storage policy selected in step 17, click to proceed to the Configuration section. If you do not have Storage Policy created, continue with the following step. 24. To create a storage policy, you must have configured a library in the CommCell. If you do not already have a library configured, go to Disk Library Creation. If you have a library configured, go to Storage Policy Creation. DISK LIBRARY CREATION: 1. From the CommCell Browser, navigate to Storage Resources, right-click the Libraries, point to Add and then click Disk Library... Published On: 11/19/2013 V10 Service Pack 4A Page 14 of 110

15 Alternatively, you can also navigate to MediaAgents, right-click <MediaAgent>, point to All Tasks Create Library and then click Disk Library From the Add Disk Library dialog box, specify the following: In the Name box, specify name of the disk library. From the MediaAgent list, select the MediaAgent. Perform one of the following: Select Local Path if you wish to specify a local path in the MediaAgent computer. In the Disk Device box, type the name of the folder in which the disk library must located or click button to select the folder. Select Network Path, if you wish to specify a network path as the target share. In the Connect As box, type the user name. In the Password and Verify Password box, type the password to access the network share. In the Folder box, type the mount path or click button to select a mount path. Click OK. 3. The newly created disk library will be displayed under Libraries node. This will create a library and Storage Policy. Click to proceed to the Configuration section. Storage Policy Creation 1. From the CommCell Browser, navigate to Policies. 2. Right-click the Storage Policies and then click New Storage Policy. 3. Follow the prompts displayed in the Storage Policy Wizard. The required options are mentioned below: Select the Storage Policy type as Data Protection and Archiving and click Next. Enter the name in the Storage Policy Name box and click Next. From the Library list, click the name of a disk library to which the primary copy should be associated and then click Next. Ensure that you select a library attached to a MediaAgent operating in the current release. From the MediaAgent list, click the name of a MediaAgent that will be used to create the primary copy and then click Next. For the device streams and the retention criteria information, click Next to accept default values. Select Yes to enable deduplication for the primary copy. From the MediaAgent list, click the name of the MediaAgent that will be used to host the Deduplication Database (DDB). In the Location box, type the name of the folder in which the DDB must be located or click the Browse button to select the folder and then click Next. Review the details and click Finish to create the Storage Policy. This will create a storage policy. Click to proceed to the Configuration section. Published On: 11/19/2013 V10 Service Pack 4A Page 15 of 110

16 IntelliSnap - Getting Started - Exchange Database idataagent Overview Deployment Configuration Select Storage Array Backup Vault/Mirror Copy Movement to Media Restore Pre-Requisites When using a proxy configuration, installation of the Exchange management tools on the proxy is required. Also, ensure that the version of the management tools is the same as the version of the Exchange server. When performing Integrity Check on Exchange 2010 DAG subclients, it is required to use a proxy. You can use one of the following as the proxy: DAG member server Separate computer with connectivity to the Exchange Server and with the ability to mount the snapshots Configuration Once the Exchange Database idataagent has been installed, configure the client to facilitate backups. 1. From the CommCell Browser: Navigate to Client Computers <Client>. Right-click the <Client>and select Properties. 2. In the Client Computer Properties window: Click Advanced. Select the Enable IntelliSnap option to enable IntelliSnap backup for the client. Click OK. 3. From the CommCell Browser: Navigate to <Client> Exchange Database. Right click the default subclient and click Properties. 4. From the Subclient Properties dialog box: Click the Storage Device tab. Published On: 11/19/2013 V10 Service Pack 4A Page 16 of 110

17 In the Storage Policy box, select the storage policy name. 5. From the Subclient Properties dialog box: Click the IntelliSnap Operations tab. Select the IntelliSnap option. Select a Snap Engine from the available list. From the Use Proxy list, select the MediaAgent where IntelliSnap and backup copy operations will be performed. When performing IntelliSnap backup using proxy, ensure that the operating system of the proxy server is either same or higher version than the client computer. Click Use Separate Proxy for Snap to Tape if you want to perform backup copy operations in a different MediaAgent. Select the MediaAgent from the Proxy list. Published On: 11/19/2013 V10 Service Pack 4A Page 17 of 110

18 6. From the Subclient Properties dialog box: Click the Content tab. Click Configure and specify the content for the subclient. Click OK. SKIP THE FOLLOWING SECTION IF YOU ALREADY CREATED A SNAPSHOT COPY. Create a Snapshot Copy Published On: 11/19/2013 V10 Service Pack 4A Page 18 of 110

19 The following section provides step-by-step instructions for creating a Snapshot Copy for a Storage Policy. 1. From the CommCell Browser, navigate to Policies Storage Policies. Right-click the <Storage_Policy> and click All Tasks Create New Snapshot Copy. 2. Specify the following to create a Snapshot copy: a. Type the Copy Name in the Copy Name box. b. From the Library list, select the name of Library. c. From the MediaAgent list, select the name of a MediaAgent. d. From the Drive Pool list, select the name of a Drive Pool. e. From the Scratch Pool list, select the name of the Scratch Pool. Drive Pool and Scratch Pool are not applicable for disk libraries. f. Click OK. Configure Backup Copy A backup copy operation provides the capability to copy snapshots of the data to any media. It is useful for creating additional standby copies of data and can be performed during the IntelliSnap backup or at a later time. Follow the steps given below to configure Backup Copy for moving snapshots to media. 1. Open CommCell Console: From the CommCell Browser, navigate to Policies Storage Policies. Right-click the <Storage Policy> and click Properties. Published On: 11/19/2013 V10 Service Pack 4A Page 19 of 110

20 2. Click the Snapshot tab. Select Enable Backup Copy checkbox to enable movement of snapshots to media. Click OK. Published On: 11/19/2013 V10 Service Pack 4A Page 20 of 110

21 IntelliSnap - Getting Started - Exchange Database idataagent Overview Deployment Configuration Select Storage Array Backup Vault/Mirror Copy Movement to Media Restore HARDWARE STORAGE ARRAYS 3PAR Dell Compellent SOFTWARE STORAGE ARRAY Data Replicator Nimble Dell EqualLogic EMC CLARiiON/VNX EMC VMAX/Symmetrix Fujitsu ETERNUS DX Hitachi Data Systems HP StorageWorks EVA IBM SVC IBM XIV LSI NetApp Published On: 11/19/2013 V10 Service Pack 4A Page 21 of 110

22 IntelliSnap - Getting Started - HP 3PAR Overview Deployment Configuration Select Storage Array Backup Vault/Mirror Copy Movement to Media Restore Prerequisites Array Licenses 3PAR Snap and 3PAR Clone licenses Virtual Copy licenses The Thin Provisioning option for Cloning requires the Thin Provisioning (4096G) license Array Software On 3PAR, ensure the following: CIM and higher is installed Also supports (MU4) or higher, except , MU1 + Patch 10, (MU2), and (MU2) On the client and proxy computers: iscsi Initiator must be configured to access the storage array Setup the Array Information The following section provides step-by-step instructions for setting up the array information. 1. From the CommCell Browser, click the Storage tab and then click the Array Management icon. 2. In the Array Management dialog box, click Add. 3. Select HP 3PAR from the Snap Vendor list. In the Name box, specify the 16-digit number obtained from the device ID of a 3PAR volume. Follow the steps given below to calculate the array name for the 3PAR storage device: a. From the 3PAR Management console, click the Provisioning tab and navigate to the Virtual Volumes node. Click any volume in the Provisioning window. b. From the Virtual Volume Details section, click the Summary tab and write down the WWN number. This is the device ID of the selected volume. This WWN may be 8-Byte number (having 16 Hex digits) or 16 Byte number (having 32 Hex digits). c. Use the following formula to calculate the array name: a. For 8 Byte WWN (16 Hex digit WWN) 2FF DevID.substr(4,3) DevID.substr(12,4) where DevID.substr(4,3) is the next 3 digits after the fourth digit from the WWN number where DevID.substr(12,4) is the next 4 digits after the twelfth digit from the WWN number For example: if the WWN number is 50002AC0012B0B95 (see screenshot given below for 8 Byte WWN), using the following formula: 2FF DevID.substr(4,3) DevID.substr(12,4) Published On: 11/19/2013 V10 Service Pack 4A Page 22 of 110

23 DevID.substr(4,3) is 2AC and DevID.substr(12,4) is 0B95 After adding all the values, the resulting array name is 2FF70002AC000B95. b. For 16 Byte WWN (32 Hex digit WWN) 2FF DevID.substr(4,3) + DevID.substr(26,6) where DevID.substr(4,3) is the next 3 digits after the fourth digit from the WWN number where DevID.substr(26,6) is the next 6 digits after the twenty sixth digit from the WWN number For example: if the WWN number is 60002AC B95 (see screenshot given below for 16 Byte WWN), using the following formula: 2FF DevID.substr(4,3) + DevID.substr(26,6) DevID.substr(4,3) is 2AC and DevID.substr(26,6) is 000B95 After adding all the values, the resulting array name is 2FF70002AC000B In the Control Host box, type the IP address of the array. Click Change and enter the access information of a user with administrative privileges in the Username and Password fields in Enter User Name and Password dialog box. The user must have Super or Edit User permissions. Use the Description field to enter a description about the entity. This description can include information about the entity's content, cautionary notes, etc. 5. Click the Snap Configuration tab and configure the following: a. In the Storage Device Group, specify the name of the CPG group created on the array to be used for snapshot operations. If you do not specify a CPG group, the default CPG group will be used for snapshot operations. b. Select the Use devices only from this device group option to use only the snapshots devices available in the device group specified in the Storage Device Group field. c. Click OK to save the information. Published On: 11/19/2013 V10 Service Pack 4A Page 23 of 110

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25 IntelliSnap - Getting Started - Dell Compellent Overview Deployment Configuration Select Storage Array Backup Vault/Mirror Copy Movement to Media Restore Prerequisites Array Licenses Data Instant Replay license Array Software Firmware version and above for 5.x and and above for 6.x. Additional Requirements For Exchange Server To perform a IntelliSnap backup of Exchange virtual instances running ESX(i), ensure that: The Exchange database is hosted on the Dell Compellent volumes Setup the Array Information Provide the identification information for the array to ensure access. The following section provides step-by-step instructions for setting the array information. The following section provides step-by-step instructions for setting up the array information. 1. From the CommCell Browser, click the Storage tab and then click the Array Management icon. 2. In the Array Management dialog box, click Add. 3. In the Array Properties dialog box, specify the following: From the Snap Vendor list, select Dell Compellent. In the Name and Control Host box, specify the Management IP address. The Management IP address is also referred as the Storage Center IP address. For reference purposes, the screenshot below shows the Storage Center Management Console of the Dell Compellent storage device displaying the Management IP address. Click Change and enter the access information of a user with administrative privileges in the Username and Password fields in Enter User Name and Password dialog box. The user must be the Administrator or Volume Manager. Use the Description field to enter a description about the entity. This description can include information about the entity's content, cautionary notes, etc. Click OK to save the information. Published On: 11/19/2013 V10 Service Pack 4A Page 25 of 110

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27 IntelliSnap - Getting Started - EqualLogic Overview Deployment Configuration Select Storage Array Backup Vault/Mirror Copy Movement to Media Restore Array Software On Dell EqualLogic array, ensure the following: firmware version or higher is installed On client and proxy computers, ensure the following: iscsi Initiator is configured to access the disk array. Setup the Array Information Provide the identification information for the array to ensure access. The following section provides step-by-step instructions for setting the array information. The following section provides step-by-step instructions for setting up the array information. 1. From the CommCell Browser, click the Storage tab and then click the Array Management icon. 2. In the Array Management dialog box, click Add. 3. Select Dell Equallogic from the Snap Vendor list. Specify the Management IP address in the Name field. Please, provide group IP address in the Name field, if there is no Management IP address configured. Specify the Group IP address in the Control Host field. For reference purposes, the following image shows the Management IP address and Group IP address for the Dell Equallogic storage device. 4. Click Change and enter the access information of a user with administrative privileges in the Username and Password fields in Enter User Name and Password dialog box. User to be able to perform the following: Create/delete snapshots Add/remove ACLs on the volume Create/delete volume clones, for EQL clone Use the Description field to enter a description about the entity. This description can include information about the entity's content, cautionary notes, etc. Click OK to save the information. 5. Click the Snap Configuration tab and configure the following: Published On: 11/19/2013 V10 Service Pack 4A Page 27 of 110

28 Storage Device Group: For Dell EqualLogic Clone, specify the name of the Storage Pool where you wish to create the clones. Use Devices only from this Group: Select this option to use only the snapshots devices available in the specified storage pool. Published On: 11/19/2013 V10 Service Pack 4A Page 28 of 110

29 IntelliSnap - Getting Started - EMC VNX / CLARiiON Overview Deployment Configuration Select Storage Array Backup Vault/Mirror Copy Movement to Media Restore Prerequisites Array License Clariion SnapView and AccessLogix licenses for Snap and Clone BASE/Symmetrix licenses for SYMAPI, required to discover Clariion storage systems You can use the following command to check the licenses on the host computer: C:\SYMAPI\Config> type symapi_licenses.dat Array Software On the client and proxy computers: EMC Solutions Enabler (6.5.1 or higher) for Clariion EMC Solutions Enabler (7.2 or higher) for VNX Client Components (SYMCLI) are required only during the initial one-time configuration. Base Components (with SYMAPI) are necessary and required for all snap operations. Navisphere CLI and Navisphere/Unisphere Host Agent On the EMC VNX / CLARiiON, ensure the following: Navisphere/Unisphere Storage-System Initialization Utility is run to initialize Navisphere/Unisphere functionality. AccessLogix is enabled. Follow the steps below to enable AccessLogix: 1. Log in to the Navisphere/Unisphere console. 2. Right-click EMC VNX / CLARiiON Storage System and click Properties. 3. From the Data Access tab, select Enable AccessLogix. Ensure enough reserved volumes are configured for SnapView/Snap to work properly. Free LUN should be of the same size (block count) as the clone source and this LUN should not be a part of any storage group. Setup the EMC VNX / CLARiiON Perform the following steps to provide the required storage for IntelliSnap operations: 1. Create a RAID group. 2. Bind the LUN. 3. Create a Storage Group. 4. Register the client computer (covered by installing NaviAgent). 5. Map the LUNs to the client computer where the NaviAgent resides. 6. Reserved/Clone volumes target properly for SnapView. For example, as shown in the image below, the Clariion ID of APM has the following configuration: a RAID Group 0 provisioned as a RAID-5 group (Fiber Channel drives) LUNs are mapped to Storage Group SG_EMCSnapInt1 with LUN ID of #154 present to client computer emcsnapint1. The example shows the serial number of LUN 154: RAID Group: RAID Group 0, containing 3 physical disks Storage Group: currently visible to a single client computer LUN is shown as a Fiber Channel device The devices under LUN 154 reside on RAID Group 0 which has RAID-5 configuration. Published On: 11/19/2013 V10 Service Pack 4A Page 29 of 110

30 Authenticate Data Protection Suite user information for the Naviagent Before running any commands ensure that the EMC commands are verified against EMC documentation for a particular product and version. Follow the steps below to specify the authorization information for EMC Solutions Enabler and Navishphere CLI to ensure administrator access to the Navisphere server. 1. To set the authorize information, run the symcfg authorization command for both the storage processors. For example: /opt/emc/symcli/v6.5.3/bin#./symcfg authorization add -host <clariion SPA IP> -username admin -password password /opt/emc/symcli/v6.5.3/bin#./symcfg authorization add -host <clariion SPB IP> -username admin -password password 2. Run the following command to ensure that the Clariion database is successfully loaded. symcfg discover -clariion -file AsstDiscoFile where AsstDiscoFile is the fully qualified path of a user-created file containing the host name or IP address of each targeted Clariion array. This file should contain one array per line. 3. Create a Navisphere user account on the storage system. For example: /opt/navisphere/bin#./naviseccli -AddUserSecurity -Address <clariion SPA IP> -Scope 0 -User admin -Password password /opt/navisphere/bin#./naviseccli -AddUserSecurity -Address <clariion SPB IP> -Scope 0 -User admin -Password password 4. Restart the NaviAgent service. 5. Run snapview command from the command line to ensure that the setup is ready. On Unix computers, you might need to add the Data Protection Suite user to the agent.config file. Additional steps on Windows client and proxy machines required for VNX Snapshots If Navisphere CLI commands fail with "security file not found error, then follow the steps to add user authentication for system account. 1. Create a service with interactive command prompt sc create ntauthcmd binpath= "cmd /K start" type= own type= interact 2. Start the service sc start ntauthcmd 3. It will open a command prompt. Add the user security using following commands /opt/navisphere/bin#./naviseccli -AddUserSecurity -Address <clariion SPA IP> -Scope 0 -User admin -Password password /opt/navisphere/bin#./naviseccli -AddUserSecurity -Address <clariion SPB IP> -Scope 0 -User admin -Password password 4. Delete the service sc delete ntauthcmd 5. Run a sample NaviSECCLI command, for example: NaviSECCLI -h < Storage Processor IP> snap -feature -info If the command fails with the error below, type [2] to accept and store the certification, otherwise snap backup job might not complete successfully. Published On: 11/19/2013 V10 Service Pack 4A Page 30 of 110

31 Only import this certificate if you have reason to believe it was sent by a trusted source. Certificate details: Subject: CN= ,CN=A-IMAGE,OU=CLARiiON Issuer: CN= ,CN=A-IMAGE,OU=CLARiiON Serial#: 06b38bc5 Valid From: Z Valid To: Z Would you like to [1] Accept the certificate for this session, [2] Accept and store, [3] Reject the certificate? Please input your selection (The default selection is [1]):2 Remote Snap MediaAgent On the Remote Snap MediaAgent: EMC Solutions Enabler 7.2 or higher Navisphere/Unisphere Agent Navisphere CLI (Required for VNX Snapshots) You need to setup user authentication for Solutions Enabler and Navisphere secure CLI on as mentioned above. On the client computer: Navisphere/Unisphere host agent Setup the Array Information Provide the identification information for the array to ensure access. The following section provides step-by-step instructions for setting up the array information. 1. From the CommCell Browser, click the Storage tab and then click the Array Management icon. 2. In the Array Management dialog box, click Add. 3. Select EMC VNX / CLARiiON from the Snap Vendor list. Specify the serial number of the array in the Name field. For reference purposes, the screenshot given below shows the serial number for the EMC VNX / CLARiiON storage device. 4. Click Change and enter the access information of a user with administrative privileges in the Username and Password fields in Enter User Name and Password dialog box. VNX For Clariion/VNX it is not necessary to provide array credentials in Array Properties dialog box in the CommCell Console. Instead, the following authorization/privilege settings must be set for the user as part of the setup on the host machine, and the user credentials must be added in the Array Properties dialog box; Minimum Required Role - SAN Administrator or Storage Administrator Other Roles (higher privilege) - Administrator CLARiiON Minimum Required Role - Manager Other Roles (higher privilege) - Administrator Use the Description field to enter a description about the entity. This description can include information about the entity's content, cautionary notes, etc. Click OK to save the information. Published On: 11/19/2013 V10 Service Pack 4A Page 31 of 110

32 5. Click the Snap Configuration tab and configure the following: Specify EMC SYMAPI Installation Home Directory Path, where the EMC SYMAPI library is located. For example, set the directory to opt/emc/symcli/v6.5.1 for Unix and C:/Program Files/EMC/SYMCLI for Windows. Select Enable physical delete of clone to disable incremental clone operations. Enabling this option forces physical deletion of the clone during a delete operation. Select Use EMC API to detect host device paths to use EMC APIs to detect MPIO device paths. Click OK. Published On: 11/19/2013 V10 Service Pack 4A Page 32 of 110

33 IntelliSnap - Getting Started - EMC VMAX / Symmetrix Overview Deployment Configuration Select Storage Array Backup Vault/Mirror Copy Movement to Media Restore Array Licenses EMC Solutions Enabler (6.4 or higher) installed on the client and proxy computers. Client Components (SYMCLI) are required only during the initial one-time configuration. Base Components (with SYMAPI) are necessary and required for all snap operations. SYMAPI Feature: BASE /Symmetrix licenses for Snap, Mirror and Clone. You can use the following command to check the licenses on the host computer: C:\SYMAPI\Config> type symapi_licenses.dat By default, all functionality is already enabled in the EMC VMAX / Symmetrix hardware layer. However, a Hardware Configuration File (IMPL) must be enabled before using the array. Contact an EMC Representative to ensure TimeFinder and SRDF functionalities have been configured. Array Software For IntelliSnap to function appropriately, LUN Masking records/views must be visible from the host where the backup will take place: For DMX, the Masking and Mapping record for vcmdb must be accessible on the host executing the backup. For VMAX, the Masking view must be created for the host executing the backup. Setup the EMC VMAX / Symmetrix Configure Symmetrix Gatekeepers Gatekeepers need to be defined on all MediaAgents in order to allow the Symmetrix API to communicate with the array. Use the following command on each MediaAgent computer: symgate define -sid <Symmetrix array ID> dev <Symmetrix device name> where <Symmetrix device name> is a numbered and un-formatted Symmetrix device (e.g., 00C) which has the MPIO policy set as FAILOVER in the MPIO properties of the gatekeeper device. Load the Symmetrix Database If you have the SYMCLI software installed, it is recommended that you test your local Symmetrix environment by running the following command to ensure that the Symmetrix database is successfully loaded: symcfg discover Setup the Array Information Provide the identification information for the array to ensure access. The following section provides step-by-step instructions for setting the array information. The following section provides step-by-step instructions for setting up the array information. 1. From the CommCell Browser, click the Storage tab and then click the Array Management icon. 2. In the Array Management dialog box, click Add. 3. Select EMC VMAX / Symmetrix from the Snap Vendor list. Specify the Symm ID of the array in the Name field. For reference purposes, the following image shows the Symmetrix array ID (Symm ID) for the EMC VMAX / Symmetrix storage device. Published On: 11/19/2013 V10 Service Pack 4A Page 33 of 110

34 4. Click Change and enter the access information of a user with administrative privileges in the Username and Password fields in Enter User Name and Password dialog box. No user credentials required in For 9.0, the credentials used for login to web console may be used. If Symcfg Authorization is enabled on the Symmetrix Management Console, enter the access information for the Symmetrix Management Console in the Username and Password fields. Use the Description field to enter a description about the entity. This description can include information about the entity's content, cautionary notes, etc. Click OK to save the information. Published On: 11/19/2013 V10 Service Pack 4A Page 34 of 110

35 IntelliSnap - Getting Started - Fujitsu ETERNUS DX Overview Deployment Configuration Select Storage Array Backup Vault/Mirror Copy Movement to Media Restore Prerequisites Array License Local Copy license for Snap and Clone Thin Provisioning license Array Software On the client and proxy computers: Create a Host Affinity group for the proxy computer On the Fujitsu ETERNUS DX array, ensure the following: All members are running firmware version V10L or higher SMI-S is enabled SDV and SDPV volumes are created if you are using SnapOPC Configure Destination Volumes Forbid Advanced Copy and Encrypted volumes are not supported. Depending on the type of snapshot being used, review the following for the creation of destination volumes: For Snap snapshots Specify a volume label via Volume Label Prefix array configuration. SnapOPC snapshots use any suitable SDV having name matching the label set through array config. If there are no suitable SDV available with the special name, the backup job will fail. If you need to create a new SDV volume, ensure that the SDV volume is of equal size to the source volume. Make sure to keep volume name matching to volume label set through array configuration. For example : if array config Volume Label Prefix is set as isnap_. SDVs names qualifying this label are isnap _01, isnap _02, and isnap _SDV15 etc. For Clone snapshots Preference is given to target volumes with a special name set by via Volume Label Prefix array configuration. If there are no suitable volumes with the special name, the backup job will fail. If there are more than one volumes with the special name, preference will be based on the source volume type. If source volume is a standard volume, preference will be given to standard volumes otherwise thin provisioning volume. If array configuration Volume Label Prefix is not specified, destination volumes are automatically created for clone snapshots. If a non-existing device group is specified during array configuration in the CommCell Console, a destination volume is created based on the source volume type. However, if a valid device group is specified, the following destination volumes are created depending on the device group type: A Thin Provisioning volume is created if the device group is a Thin Provisioning pool. A standalone volume is created if the device group is a RAID group. Setup the Array Information Provide the identification information for the array to ensure access. The following section provides step-by-step instructions for setting up the array information. 1. From the CommCell Browser, click the Storage tab and then click the Array Management icon. 2. In the Array Management dialog box, click Add. Select Fujitsu ETERNUS DX from the Snap Vendor list. Specify the CM IP Address of the array in the Name field. For reference purposes, the screenshot given below shows the CM IP Address for the Fujitsu storage device. Published On: 11/19/2013 V10 Service Pack 4A Page 35 of 110

36 3. Enter the CM IP Address of the array in the Control Host field. Click Change and enter the access information of a user with administrative privileges in the Username and Password fields in Enter User Name and Password dialog box. User should have Storage Admin or Maintainer / Admin roles. Use the Description field to enter a description about the entity. This description can include information about the entity's content, cautionary notes, etc. Click OK to save the information. 4. Click the Snap Configuration tab and configure the following: Storage Device Group: Specify the name of the of the RAID group or Thin Provisioning group created on the array to be used for clone operations. Use Devices only from this Group: Select this option to use the snapshots devices available in the storage pool specified in Storage Device Group. Setup the Array Information Provide the identification information for the array to ensure access. The following section provides step-by-step instructions for setting up the array information. 1. From the CommCell Browser, click the Storage tab and then click the Array Management icon. 2. In the Array Management dialog box, click Add. Select Fujitsu ETERNUS DX from the Snap Vendor list. Specify the CM IP Address of the array in the Name field. For reference purposes, the screenshot given below shows the CM IP Address for the Fujitsu storage device. Published On: 11/19/2013 V10 Service Pack 4A Page 36 of 110

37 3. Enter the CM IP Address of the array in the Control Host field. Click Change and enter the access information of a user with administrative privileges in the Username and Password fields in Enter User Name and Password dialog box. User should have Storage Admin or Maintainer / Admin roles. Use the Description field to enter a description about the entity. This description can include information about the entity's content, cautionary notes, etc. Click OK to save the information. 4. Click the Snap Configuration tab and configure the following: Storage Device Group: Specify the name of the of the RAID group or Thin Provisioning group created on the array to be used for clone operations. Use Devices only from this Group: Select this option to use the snapshots devices available in the storage pool specified in Storage Device Group. Published On: 11/19/2013 V10 Service Pack 4A Page 37 of 110

38 IntelliSnap - Getting Started - Hitachi Data Systems (HDS) Overview Deployment Configuration Select Storage Array Backup Vault/Mirror Copy Movement to Media Restore Prerequisites Array License Licenses for Shadow Image, Thin Image and COW snapshot as applicable Array Software For HDS using HDvM On the HDS array, ensure the following: The V-VOL (COW snapshot) is created prior to performing the IntelliSnap backup operations Device Manager Server or higher is installed For HDS HDvM engine, when you map a new device or add a drive letter, perform a host refresh on the Device Manager Server to make sure that the device/drive is visible See IntelliSnap Support for supported versions. Sufficient number of V-VOL (COW snapshot) and destination P-VOL (S-VOL - Shadow Image) devices are configured to meet your retention requirements Command devices are configured for each host connected to the HDS array For VSP, USP, USP-V and AMS 2000 series, create the following to allow COW operations: COW pools V-VOLs (COW snapshots) that matches the exact block size of P-VOLs devices For HUS, ensure that the source and target devices have the same Provisioning Attribute selected. For e.g., if the source is Full Capacity Mode then the target device should also be labeled as Full Capacity Mode. On the client and proxy computers: RAID Manager ( /05 or higher) Device Manager Agent installed and configured to the Device Manager Server The hostname of the proxy computer and the client computer should be visible on the Device Manager Server See IntelliSnap Support for supported versions. For HDS using CCI Engine On the HDS array, ensure the following: Sufficient number of destination P-VOL (S-VOL - Shadow Image) devices are configured to meet your retention requirements. Command devices are configured for each host connected to the HDS array. Command device should have User Authentication attribute enabled and Command Device Security and Device Group Definition disabled. Shutdown all horcm instances created by Simpana before changing these settings or before mapping/unmapping a command device. For VSP and HUS-VM series, create the following to allow Thin Image operations: Thin Image (TI) pools. V-VOLs (TI snapshots) that matches the exact block size of P-VOLs devices. If Create V-VOLs for Thin Image Snap configuration is set, new V-VOLs will be created automatically. On the client and proxy computers: RAID Manager ( /05 or higher) See IntelliSnap Support for supported versions. Published On: 11/19/2013 V10 Service Pack 4A Page 38 of 110

39 Setup the Array Information Provide the identification information for the array to ensure access. Before using the new CCI based engine for HDS, ensure that all the snapshots and clones created with the HDvM based engine are deleted using the snap GUI. The following section provides step-by-step instructions for setting up the array information. 1. From the CommCell Browser, click the Storage tab and then click the Array Management icon. 2. In the Array Management dialog box, click Add. Select HDS from the Snap Vendor list. Specify the serial number of the array in the Name field. For reference purposes, the screenshot below shows the serial number for the HDS storage device. 3. In the Control Host box, type the IP address or host name of the Device Manager Server. Control host is not applicable for CCI based engines. Type N/A for such engines. Click Change and enter the access information of a user with administrative privileges in the Username and Password fields in Enter User Name and Password dialog box. The user must have Modify and View permissions for the device manager. Control Host is not applicable for CCI based engines, either for Available Array or for Associated Array. Use the Description field to enter a description about the entity. This description can include information about the entity's content, cautionary notes, etc. Click OK to save the information. 4. Click the Snap Configuration tab and configure the following: For HDS with HDvM Specify the Storage Device group using the format <label>-<poolid>. For ShadowImage job, select S-VOL matching the label and the poolid used for COW operation. Select Use devices only from this group only for SI jobs that force the device from device group with the label match. Select Enable Incremental Re-Sync of ShadowImage Pairs using aged clones to enable incremental resynch of ShadowImage pairs created and aged by HDS IntelliSnap. Published On: 11/19/2013 V10 Service Pack 4A Page 39 of 110