Installation Cookbook July 29, 2013

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1 Tivoli Storage Manager for Virtual Environments Version 6.4 Installation Cookbook July 29, 2013 Art Roy IBM Tivoli Storage SW Advanced Technology/SWAT IBM Tivoli Software 2013 IBM Corporation

2 Disclaimer The information contained in this document is distributed on an "as is" basis without any warranty either expressed or implied. This document has been made available as part of IBM developerworks WIKI, and is hereby governed by the terms of use of the WIKI as defined at the following location:

3 This cookbook was created as a step-by-step guide for customers to get started with TSM for VE quickly and to hopefully eliminate confusion caused by the current product documentation. It is not meant to cover every aspect of the product but only to get the customer up and running as quickly as possible. The document assumes that the customer will use the vcenter Plug-in as well as the configuration wizard to configure the TSM for VE environment. The installation also assumes that all TSM for VE components are installed on the vstorage Backup Server. 3

4 Installation Step Summary This is a summary of the steps which will be accomplished in this document 1. Verify Prerequisites 2. Install the TSM Backup-Archive Client software 3. Install the TSM for VE software 4. Use the vcenter Plug-in to run the Configuration Wizard 5. Configure the TSM Backup-Archive Client 6. Complete and validate the datamover in the vcenter Plug-in 4

5 Prerequisites 5

6 TCP/IP Port Requirements Before beginning installation, please verify that the following ports are open on the vstorage Backup Server and not blocked by a firewall. TSM for VE ports Standard TSM ports

7 TSM Server Requirements Ensure that there is an available Policy Domain and Storage Pool set up to hold the TSM for VE backups. 7

8 Requirements when using a physical vstorage Backup Server If your vstorage Backup Server is a physical machine and you plan to use the SAN transport method, you must use the diskpart utility on the vstorage Backup Server to disable automount and set the SAN policy to OnlineALL. C:\>diskpart DISKPART> automount disable DISKPART> automount scrub DISKPART> san policy OnlineAll DISKPART> exit To use the SAN transport method, the vstorage Backup Server must also have SAN access to every LUN that comprises the Vmware environment. 8

9 Requirements when using a virtual vstorage Backup Server If your vstorage Backup Server is a virtual machine and you plan to use the hotadd transport method, you must use the diskpart utility on the vstorage Backup Server to set the SAN policy to OnlineALL. C:\>diskpart DISKPART> san policy OnlineAll DISKPART> exit To use the SAN transport method, the vstorage Backup Server must also have SAN access to every LUN that comprises the Vmware environment. 9

10 TSM Backup-Archive Client Installation 10

11 TSM Backup-Archive Client Installation Install the latest patch level of the TSM Backup-Archive Client software Click OK Click Install 11

12 TSM Backup-Archive Client Installation Click Next Click Next 12

13 TSM Backup-Archive Client Installation Select Custom Installation Modify the program features to include installation of the VMware vstorage API runtime files and Administrative Client Command Line Files 13

14 TSM Backup-Archive Client Installation Click Install Click Finish 14

15 Do not configure TSM Backup-Archive Client yet. The TSM nodes required for the configuration will be created by the vcenter Plug-in. We will return to the client configuration after installing the TSM for VE product and running the Configuration Wizard in the Plug-in. 15

16 Tivoli Data Protection for VMware Installation 16

17 Tivoli Data Protection for VMware Installation Version of the TSM for VE software 17

18 Tivoli Data Protection for VMware Installation Click OK Click Next 18

19 Tivoli Data Protection for VMware Installation Accept the license agreement and click Next By default, the Data Protection for VMware vcenter plug-in is not installed. Modify the feature to include the plug-in in the installation 19

20 Tivoli Data Protection for VMware Installation Data Protection for VMware vcenter plug-in is now included for installation Click Next Enter the DNS name or IP address of the vcenter Server along with an administrator user name and password Click Next 20

21 Tivoli Data Protection for VMware Installation Click Run This request may appear several times 21

22 Tivoli Data Protection for VMware Installation Click Install Note that the installation may take awhile and may appear to be stuck. Be patient. 22

23 Tivoli Data Protection for VMware Installation Click Install Click OK 23

24 Tivoli Data Protection for VMware Installation Click OK Click Finish 24

25 Tivoli Data Protection for VMware Installation Click OK Click Yes to restart the system 25

26 The TSM for VE Configuration Wizard Run via the vcenter Plug-in 26

27 TDP for VMware vcenter Plug-in Open vcenter to access the TDP for VMware Plug-in The TDP for VMware vcenter Plug-in is located on the vcenter home page. Click on Home. 27

28 TDP for VMware vcenter Plug-in Tivoli Data Protection for VMware Plug-in 28

29 TDP for VMware vcenter Plug-in Launching the Plug-in for the first time shows a critical error but this is OK. Click the Launch Configuration Wizard box. 29

30 TDP for VMware vcenter Plug-in Click Next 30

31 TDP for VMware vcenter Plug-in Enter the required information to connect to your TSM server Enter the DNS name or IP address for the TSM Server. Modify the TSM Server port number if required. The default is Enter a TSM server Admin ID and Password. Check the box to save the ID and password. Click Next. 31

32 TDP for VMware vcenter Plug-in TDP for VMware requires several nodes to be defined on the TSM server. The configuration wizard will create the nodes. This screen gives the option to assign a common prefix to these nodes as well as to select a TSM policy domain. Note: The wizard will automatically place an underscore between what you type here and the rest of the node name. Typing an underscore here results in two underscores as in the following screens. It is not a requirement. It is shown here for informational purposes. Verify the Policy domain to be used. Click Next. 32

33 TDP for VMware vcenter Plug-in Create the vcenter Node in TSM This field will be pre-filled with a node name for the vcenter node in TSM. It consists of the node prefix if specified earlier followed by _VC followed by the vcenter name. In this example it results in the name of MY VCVSPHERE-SRV. Your name will differ. You may modify the name if desired or use the generated default name. Check the Register Node box and enter a password for the new node. The new node will be registered in TSM with the specified password. Click Next. 33

34 TDP for VMware vcenter Plug-in Create the VMCLI Node This field will be pre-filled with a node name for the VMCLI node in TSM. It consists of the node prefix if specified earlier followed by _VMCLI. In this example it results in the name of MY VMCLI. Your name will differ depending on the prefix you entered. You may modify the name if desired or use the generated default name. Check the Register Node box and enter a password for the new node. The new node will be registered in TSM with the specified password. Click Next. 34

35 TDP for VMware vcenter Plug-in Select the VMware Datacenters to be managed by the Plug-in. In this example only one datacenter is available and was already selected by default. Click Next. 35

36 TDP for VMware vcenter Plug-in Create the Datacenter Node and TSM Datamover Node TSM node names for the datacenter and datamover are generated. The datacenter node name consists of the specified prefix followed by an underscore followed by the datacenter name. The datamover node name consists of the datacenter node name with a suffix of _DM. Each of these may be modified by highlighting the line containing the name and then selecting Edit Node Name from the Action pulldown. This example uses the defaults. Click Next. 36

37 Set the TSM node passwords for the Datacenter and Datamover nodes Note that the passwords for each node have not been set yet. To set the password for a node, highlight the line and select Set Password from the Action pulldown. Do NOT click Next until all passwords have been set. 37

38 TDP for VMware vcenter Plug-in Set the TSM node passwords for the Datacenter and Datamover nodes Enter the new password for the selected node and click OK. 38

39 TDP for VMware vcenter Plug-in Set the TSM node passwords for the Datacenter and Datamover nodes Repeat the Set Password process for the other node(s) until all nodes show Change in the Password column. 39

40 TDP for VMware vcenter Plug-in Set the TSM node passwords for the Datacenter and Datamover nodes Note that all nodes show Change in the Password column. Click Next. 40

41 TDP for VMware vcenter Plug-in The Node Names that will be created in TSM. The Datacenter Node Name and Datamover Node Name will be required later to complete the TSM Backup-Archive Client configuration. vcenter Node Name VMCLI Node Name Datacenter Node Name Datamover Node Name Click Finish 41

42 TDP for VMware vcenter Plug-in This screen will monitor and show the results of the configuration wizard tasks When all tasks complete successfully, click Close. 42

43 TDP for VMware vcenter Plug-in Note the Datacenter will show a warning symbol. Click on the Datacenter name. 43

44 TDP for VMware vcenter Plug-in The warning is due to the datamover node not yet being validated. Note the Host Address and Port are both unknown. At this point we must complete the TSM Backup-Archive configuration before continuing in the vcenter Plug-in. 44

45 TDP for VMware vcenter Plug-in A query node command on the TSM server shows the TSM nodes created by the configuration wizard. A query proxy command on the TSM server shows the granted proxy authorities created by the configuration wizard. 45

46 Configuring the TSM Backup-Archive Client 46

47 Configuring the TSM Backup-Archive Client Start the TSM Backup-Archive GUI 47

48 Configuring the TSM Backup-Archive Client A TSM Backup-Archive Client option file does not yet exist so the TSM Client Configuration Wizard is invoked automatically. Click Next 48

49 Configuring the TSM Backup-Archive Client Click Next 49

50 Configuring the TSM Backup-Archive Client Enter the TSM node name for the datamover that was registered using the plug-in wizard Click Next 50

51 Configuring the TSM Backup-Archive Client Click Next 51

52 Configuring the TSM Backup-Archive Client Enter the TSM Server information. Click Next 52

53 Configuring the TSM Backup-Archive Client Click Next 53

54 Configuring the TSM Backup-Archive Client Click Next 54

55 Configuring the TSM Backup-Archive Client Click Next 55

56 Configuring the TSM Backup-Archive Client Click Apply 56

57 Configuring the TSM Backup-Archive Client Enter the TSM password for the datamover node that was entered during the vcenter plug-in configuration wizard. Click Finish 57

58 Configuring the TSM Backup-Archive Client Open the Client Preferences selection from the Edit pulldown 58

59 Configuring the TSM Backup-Archive Client The Node Name field should be automatically filled. If not, wait for it to appear before continuing. In the As Node Name field, enter the node name for the datacenter that was created during the plug-in wizard. Click Apply 59

60 Configuring the TSM Backup-Archive Client Click OK to the Warning message. This message will appear several times through the next steps. Click OK each time. 60

61 Configuring the TSM Backup-Archive Client Click the Scheduler tab. Select Prompted Enter the DNS name or IP address of the client. This is the server you are currently on. Click Apply 61

62 Configuring the TSM Backup-Archive Client Click the Authorization tab. Select Password Generate Click Apply 62

63 Configuring the TSM Backup-Archive Client Click the Web Client tab. Click Both Click Apply 63

64 Configuring the TSM Backup-Archive Client Click the VM Backup tab. Enter the vcenter Server Address, User, and Password Click Apply 64

65 Configuring the TSM Backup-Archive Client Click OK to acknowledge the Warning. Exit from the TSM Backup-Archive GUI 65

66 Configuring the TSM Backup-Archive Client The TSM Backup-Archive Client options file should look similar to this and can be found in C:\Program Files\Tivoli\TSM\baclient\dsm.opt 66

67 Configuring the TSM Backup-Archive Client Go to the C:\Program Files\Tivoli\TSM\baclient folder. Make a copy of the dsm.opt file, appending the datamover node name to the new file name. You should end up with two files. For example: dsm.opt dsm.opt.my Datacenter-1_DM 67

68 Configuring the TSM Backup-Archive Client Edit the new file and remove the ASNODENAME line. Save and exit from the file. Do not remove the line from the dsm.opt file. Delete this line 68

69 Configuring the TSM Backup-Archive Client Start the TSM Backup-Archive Client GUI. From the Utilities pulldown, select the Setup Wizard. 69

70 Configuring the TSM Backup-Archive Client Check the boxes to configure the TSM Web Client and the TSM Client Scheduler. The vcenter plug-in communicates with the vstorage Backup Server via the TSM Web Client ( TSM Client Acceptor service). Click Next 70

71 Configuring the TSM Backup-Archive Client Click Next 71

72 Configuring the TSM Backup-Archive Client Click Next 72

73 Configuring the TSM Backup-Archive Client Add the datamover node name after TSM Client Acceptor Click Next 73

74 Configuring the TSM Backup-Archive Client Change the Option File Name to the dsm.opt.nodename file that you created earlier by copying the dsm.opt file. Click Next 74

75 Configuring the TSM Backup-Archive Client Click Next 75

76 Configuring the TSM Backup-Archive Client Enter the TSM password for the datamover node name Click Next 76

77 Configuring the TSM Backup-Archive Client Select Automatically when Windows boots Click Next 77

78 Configuring the TSM Backup-Archive Client Add the datamover node name after TSM Remote Client Agent Click Next 78

79 Configuring the TSM Backup-Archive Client Click Next 79

80 Configuring the TSM Backup-Archive Client Click Next 80

81 Configuring the TSM Backup-Archive Client Click Apply 81

82 Configuring the TSM Backup-Archive Client Click Next 82

83 Configuring the TSM Backup-Archive Client Click Next 83

84 Configuring the TSM Backup-Archive Client Click Next 84

85 Configuring the TSM Backup-Archive Client Add the datamover node name after TSM Client Scheduler Check this box Click Next 85

86 Configuring the TSM Backup-Archive Client Click Next 86

87 Configuring the TSM Backup-Archive Client Uncheck this box Click Next 87

88 Configuring the TSM Backup-Archive Client Click Apply 88

89 Configuring the TSM Backup-Archive Client Click Next 89

90 Configuring the TSM Backup-Archive Client Start the TSM Client Acceptor service for this datamover. 90

91 Return to the vcenter Plug-in Click Validate Selected Node 91

92 Note that the Host Address and Port columns are now complete and the Datacenter Warning symbol is gone 92

93 Next Steps Click the Backup tab in the vcenter Plug-in to start scheduling backups. Schedule a Backup 93

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