Administration GUIDE. Virtual Server idataagent (VMware) Published On: 11/19/2013 V10 Service Pack 4A Page 1 of 225

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1 Administration GUIDE Virtual Server idataagent (VMware) Published On: 11/19/2013 V10 Service Pack 4A Page 1 of 225

2 User Guide - Virtual Server idataagent (VMware) Table of Contents System Requirements Supported Features License Requirements Getting Started Overview Deployment Configuration Automatic Discovery Backup Restore Advanced Options Configuring User Access to the CommCell Console, vcenter, and Web Console Configuration Backup Restore Browse and Restore Find Data Protect a vcenter Server Additional CommCell Operations Online Help Links VM Archiving Overview Prerequisites Setup Archive Recover User Cases Related Topics Command Line Backup Restore VM Lifecycle Management Overview Prerequisites Published On: 11/19/2013 V10 Service Pack 4A Page 2 of 225

3 Setup VM Provisioning Advanced Options VM File Recovery Plug-In (Administrator) Overview Prerequisites Setup Advanced Options Restore Files Using vsphere Client Troubleshooting Virtual Machine End User Tasks Recover Virtual Machines or VM Files - Web Console User Operations User Troubleshooting Best Practices Frequently Asked Questions Troubleshooting Published On: 11/19/2013 V10 Service Pack 4A Page 3 of 225

4 System Requirements - Virtual Server Agent for VMware System Requirements Supported Features License Requirements The following requirements are for the Virtual Server idataagent: VMware ESX Server VMware ESX / ESXi 4.x, 5.x Before configuring backup of any ESXi servers, ensure that you are using Essentials licensing level or higher. The vstorage APIs for Data Protection (VADP) are not provided with the free version of ESXi. VMware vsphere VMware vsphere 5.5 VDDK 5.5 VDDK 5.5 is installed automatically with SP4B or higher. Customers can also update the VDDK to Version 5.5 manually. This is a supported process for V10 only. Do not place the VDDK files in the VDDK installation in the CommVault base directory. With VDDK 5.5, 32-bit libraries and binaries are no longer supported. For proxies with 32-bit operating systems, VDDK is automatically installed instead of VDDK 5.5. Virtual Machine Hardware Version 4.0, 7.0, 8.0, 9.0, 10.0 Virtual Machine Operating Systems All Guest Operating Systems supported by VADP and VCB VMware Tools on Virtual Machines The latest version of VMware Tools supported by the host should be installed on each virtual machine. At a minimum, the version of VMware tools on virtual machines must be supported on the host; unsupported versions must be upgraded. Proxy Computer Operating Systems Microsoft Windows Server 2012 x64 Editions Microsoft Windows Server 2008 x64 Editions VM Lifecycle Management The following conditions must be considered when utilizing VM Lifecycle Management: VMware vcenter 4.1 or above is required A version of VMware Tools that is supported by the host must be installed on templates (preferably the latest supported version) Windows Server 2008, Windows 7, and Linux (RedHat5) are supported Hard Drive 100 GB recommended. If performing backups with the granular recovery option enabled, the location of the Job Results folder should contain additional space to accommodate at least 2 percent of the total amount of data being backed up. Memory 4 GB RAM recommended Processor All Windows-compatible processors supported Miscellaneous Allocation Unit Size of the NTFS Volumes Published On: 11/19/2013 V10 Service Pack 4A Page 4 of 225

5 The cluster size or the allocation unit size of an NTFS volume in a virtual machine must be multiple of 1024 bytes. You can set the cluster size before formatting a volume. The default cluster size is 4096 bytes. 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 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 225

6 Supported Features - Virtual Server Agent for VMware System Requirements Supported Features License Requirements The following table lists the features that are supported by this Agent. Feature Sub-Feature Support Comments Data tab - Catalog Advanced Backup/Archive Options Data tab - Verify Synthetic Full Job Retry tab Media tab - Allow other Schedule to use Media Set Media tab - Mark Media Full on Success Media tab - Reserve Resources Before Scan Media tab - Start New Media Startup tab VaultTracking tab Advanced File System idataagent Options Alerts and Monitoring Automatic Updates Backup/Archive Options Comments Automatic File System Multi- Streaming On Demand Data Protection Operation Restore by Jobs Restore Data Using a Map File Comments Global Alerts Job-Based Alerts* Comments Automatic Updates Comments Differential Backup Full Backup Incremental Backup Other Backup Types Synthetic Full Backup Backward Compatibility Browse Comments Version 8 Version 9 Comments Browse from Copy Precedence Browse the Latest Data Browse Using Filters Exclude Data Before Find Full Backup Transparent Browse Image Browse No Image Browse Page Size Published On: 11/19/2013 V10 Service Pack 4A Page 6 of 225

7 Specify Browse Path Specify Browse Time Subclient Browse Use MediaAgent Clustering Command Line Interface CommCell Migration Content Indexing Data Aging View All Versions Comments Unix Cluster Windows - Microsoft Cluster (MSCS) Windows - Non-Microsoft Cluster Comments Command Line Interface Comments CommCell Migration Comments Offline Content Indexing Comments Basic Retention Rules Deleting a Job Find is supported for VMware backups with Granular Recovery option enabled. Extended Retention Rules Retaining a Job Data Compression Unique Data Aging Rules Comments Client Compression Hardware Compression MediaAgent Compression Data Encryption Data Multiplexing Deduplication Comments Data Encryption Support Third-party Command Line Encryption Support Comments Multiplexing Comments MediaAgent Deduplication Source Deduplication Data Multiplexing is not supported for more than one stream to a single tape drive within a job. Multi-streaming is supported, but each stream must use a different tape drive. The data on a tape drive can be multiplexed with a different job, but not with another stream of the same job. Erase Backup/Archived Data Global Filters Installation Comments Erase Data by Browsing Erase Stubs Comments Global Filters Comments Custom Package Decoupled Install Remote Install Restore Only Agents Silent Install Comments Published On: 11/19/2013 V10 Service Pack 4A Page 7 of 225

8 Installing 32-bit Components on a Microsoft Windows x64 Platform Job Restart - Data Protection Job Restart - Data Recovery Install 32-bit On x64 Comments Not Restartable Restarts from the Beginning Restarts from the Beginning of the Database Restarts from the Point-of- Failure Comments Not Restartable Restarts from the Beginning When you restart the job, the virtual machine which failed to backup will be backed up from the beginning. However, the virtual machines which are successfully backed up, will not get backed up again. List Media Restarts from the Beginning of the Database Restarts from the Point-of- Failure Comments List Media Associated with a Specific Backup Set or Instance List Media Associated with Index Multi Instancing List Media Associated with Specific Files and/or Folders List Media Associated with Specific Jobs Comments Multi Instance Comments Multi Instancing is not supported for IntelliSnap Backup. Optimized Scan Pre/Post Processes Restore/Recover/Retrieve Destinations Restore/Recover/Retrieve Options Optimized Scan Comments Pre/Post Process with Data Protection and Recovery Comments Cross-Application Restores (Different Application version) Cross-Platform Restores - Different Operating System Cross-Platform Restores - Same Operating System - Different Version In-place Restore - Same path/ destination - Same Client Out-of-place Restore - Different path/ destination Out-of-place Restore - Same path/ destination - Different Client Restore Data Using a Map File Restore to Network Drive /NFS- Mounted File System Comments Automatic Detection of Regular Expressions Filter Data From Recover Operations Rename/ Redirect Files on Restore Restore Data Using Wildcard Expressions Restore Data with Pre/Post Processes Restore from Copies Skip Errors and Continue Use Exact Index Use MediaAgent Comments Published On: 11/19/2013 V10 Service Pack 4A Page 8 of 225

9 Restore/Recover/Retrieve Overwrite Options Overwrite Files Overwrite if file on media is newer Restore only if target exists Unconditional Overwrite Unconditionally overwrite only if target is a DataArchiver stub Comments Unconditional Overwrite for existing messages. Schedule Policy Storage Policies Subclient Policies Upgrade User Administration and Security Agent Specific Data Protection Schedule Policy All Agent Types Schedule Policy Comments Incremental Storage Policy* Standard Storage Policies Comments SubClient Policy Comments Netware - Local Unix - Remote (Push) Unix/Linux - Local Unix/Linux - Silent Unix/Linux/Macintosh - Local Unix/Linux/Macintosh - Silent Upgrade from CommCell Console Windows - Local Windows - Remote (Push) Windows - Silent Comments Backup Set/Archive Set Instance Subclient Comments Additional features are listed below: Activity Control Auxiliary Copy CommCell Console GridStor Log Files Operation window IntelliSnap Backup VaultTracker Enterprise Cloud Storage Deconfigure/Reconfigure Components Languages MediaAgent Scheduling Snapshot Engines VaultTracker Restore/Recover/Retrieve - Other Options Job Restart - Data Collection Published On: 11/19/2013 V10 Service Pack 4A Page 9 of 225

10 Overview - Virtual Server Agent for VMware Overview Deployment Configuration Automatic Discovery Backup Restore Table of Contents Introduction Key Features Virtualization Client Automatic Protection for All Virtual Machines in a vcenter Customized Discovery Customized Filters Reports vcloud Backup and Restore IntelliSnap Backup Block Level Deduplication Terminology Introduction The Virtual Server idataagent for VMware provides a unified protection and recovery vehicle for all virtual machine data in your vcenter. In addition to complete protection of entire virtual machines for disaster recovery, the Virtual Server idataagent provides more granular backup and recovery options. Options such as customized automatic discovery, deduplication, and reporting ensure all your virtual machine data is easily traceable and retrievable whenever the need arises. The Virtual Server idataagent for VMware is also referred to as the Virtual Server Agent (VSA) for VMware, The following illustration displays components and data flows for the Virtual Server idataagent: Key Features The Virtual Server idataagent offers the following key features: Virtualization Client The Virtualization client serves a single point of administration for all proxies. The proxy computer can be any computer where Virtual Server idataagent is installed. All administration activities such as backups, restores, schedules, reports etc can be performed from the Virtualization Client. The virtualization client also enables proxy teaming. The proxy teaming ensures the fault tolerant backup. It will be useful when you want to perform the backup for a large number of virtual machines in a limited backup window Automatic Protection for All Virtual Machines in a vcenter Once you configure the Virtual Server idataagent for a vcenter, all the virtual machines in the vcenter are automatically selected for backup. This behavior is designed to ensure all virtual machines are backed up. Customized Discovery If you want to backup only specific virtual machines in a vcenter, you can set criteria to search the virtual machines and automatically select them for backup. This is useful in environments where virtual machines are frequently added, or removed. You can easily browse and select vcenter objects such as hosts, datastores, resource pool etc. to set criteria for automatic discovery. Customized Filters You can exclude specific virtual machines or disks on the virtual machines from the backup. You can add filters for the virtual machines or disks. Report You can view a detail report about each backed up virtual machine. It contains information such as name of the proxy which performed the backup of the virtual machine, size of the backup data, type of backup etc. You can view all this information from the CommCell console when the backup job is running. It appears on the Client Status tab of the View Job Details dialog box. vcloud Backup and Restore You can protect the vcloud-specific attributes of a virtual machine and restore it back to a vcloud. Published On: 11/19/2013 V10 Service Pack 4A Page 10 of 225

11 IntelliSnap Backup IntelliSnap Backup enables you to create a point-in-time snapshot of a virtual machine by temporarily quiescing the data, taking a snapshot, and then resuming live operations. IntelliSnap backups work in conjunction with hardware snapshot engines. Block Level Deduplication Deduplication provides a smarter way of storing data by identifying and eliminating the duplicate items in a data protection operation. Deduplication at the data block level compares blocks of data against each other. If virtual machines contains blocks of data that are identical to each other, block level deduplication eliminates storing the redundant data and reduces the size of the data in storage. This dramatically reduces the virtual machine backup data copies on both the disk and tapes. Changed Block Tracking (CBT) is a VMware feature that can be used to optimize backups of virtual machines by reading only the allocated and modified portions of a virtual disk. CBT is automatically enabled for virtual machines running on hardware version 7 or higher. Terminology The Virtual Server idataagent documentation uses the following terminology: Proxy Computer Virtual Client Virtual Server idataagent Backupset Subclient Discovery Guest Host Guest OS Vendor A physical computer separate from the host computer on which the idataagent is installed. This computer facilitates most of the data movement from the host computer to the backup media. In some cases, this computer may be a virtual machine installed on the host computer. Such computers are referred to as a Proxy. A logical entity which serves as single point of administration for all proxies. A software module that performs backup and restore of virtual machine data. A group of subclients which includes all of the data backed up by the idataagent. A logical entity that uniquely defines a unit of data to be backed up. Searching Virtual Machines in the vcenter based on a specific criteria A virtual machine. The operating system running on the virtual machine (such as Windows or Linux). The virtualization software being used (such as VMware). Published On: 11/19/2013 V10 Service Pack 4A Page 11 of 225

12 Deployment - Virtual Server Agent for VMware Overview Deployment Configuration Automatic Discovery Backup Restore Where To Install Install the software on a windows computer. This can be a physical computer or a virtual machine. This computer is called as proxy. In a clustered environment, install the software on the physical computer. Follow the steps given below to install the Virtual Server idataagent. The computer will be added as a client in the CommCell as soon as the installation completes successfully. Before You Begin System Requirements Verify that the computer in which you wish to install the software satisfies the minimum requirements specified in System Requirements. Download Software Packages Download the latest software package to perform the install. Installation The software can be installed using one of the following methods: Method 1: Remote Install Using CommCell Console Use this procedure to install remotely on a client computer. Method 2: Interactive Install - Standard Use this procedure to install the software using the standard installation options. Method 3: Interactive Install - Custom Use this procedure to install the software by specifying installation settings and options. Method 1: Remote Install Using CommCell Console 1. Open CommCell Console: Click Start and point to All Programs. Click HDPS. Click Backup and Recovery Administrative Console. 2. From the CommCell Browser, click Tools Add/Remove Software Install Software. 3. Click Next. Published On: 11/19/2013 V10 Service Pack 4A Page 12 of 225

13 4. Click Next. 5. Click Manually Select Computers. Click Next. 6. Enter the fully qualified domain name of the client computer. For example: mycomputer.mydomain.mycompany.com Click Next. Published On: 11/19/2013 V10 Service Pack 4A Page 13 of 225

14 Do not use space and the following characters when specifying the Host Name: \ `~!_@#$%^&*()+=<>/?,[]{}:;'" 7. Choose one of the following: Click Next if you want to use the default cache location Click Override Software Cache and specify a new location in the Software Cache box and then click Next The software cache is the location from where the remote install program installs the software. This screen will not appear if the remote cache is not configured. For more information, see Managing Cache - Remote Cache. 8. Specify the User Name and Password that must be used to access the client computer, and then click Next. The user must be an Administrator or a member of the Administrator group on that computer. Account information is required while performing remote installs for the first time on a client. For subsequent remote installs on that client, click Next without specifying the account information. Published On: 11/19/2013 V10 Service Pack 4A Page 14 of 225

15 9. Click VirtualServer Agent. Click Next. 10. Select the following: Select a client group from the available Client Groups, and then click Add. From the Global Filters list, select one of the following: Use Cell level Policy to inherit the global filter policy configuration set for the CommCell. Always use Global Filters to apply the global filters policy to the default subclient regardless of the policy set for the CommCell. Do not use Global Filters if you plan to define specific filters for the Agent. From the Storage Policy To Use list, select a storage policy. 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. Published On: 11/19/2013 V10 Service Pack 4A Page 15 of 225

16 11. Click Next. If necessary you can select additional options. Click the Help button to get more information on the available options. 12. Click Next. If necessary you can select optional settings. Click the Help button to get more information on the available options. 13. Select one of the following: If firewall configuration is not required, click Next. Published On: 11/19/2013 V10 Service Pack 4A Page 16 of 225

17 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. 14. Select Immediate. Click Next. 15. Click Finish. This screen will 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 17 of 225

18 16. You can track the progress of the job from the Job Controller window of the CommCell console. From the Home menu, click Job Controller. Once the job is complete, view the job details from the Admin Job History. Right-click the <CommServe>, point to View and then click Admin Job History. Click Select Install/Upgrade/Remove/Repair Software. Click OK. You can view the following by right-clicking the job: Details of the job Option to Resubmit the job Events associated with the job Logs associated with the job Option to send the Logs associated with the job 17. If you have installed on a clustered computer, make sure to install the software on all the physical nodes and then follow the steps described in Cluster Configuration. Published On: 11/19/2013 V10 Service Pack 4A Page 18 of 225

19 18. 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... 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 19 of 225

20 Several additional options are available for remotely installing the software from CommCell Console, refer to Install Software from the CommCell Console (Remote Install) for more information. Method 2: Interactive Install - Standard 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 Standard. Click Next. Published On: 11/19/2013 V10 Service Pack 4A Page 20 of 225

21 5. Click Join an Existing CommCell. Click Next. 6. Click Virtualization. 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 Published On: 11/19/2013 V10 Service Pack 4A Page 21 of 225

22 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. 9. Click Yes. 10. Click Next. Published On: 11/19/2013 V10 Service Pack 4A Page 22 of 225

23 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 23 of 225

24 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. Select one of the following options: 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 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. Published On: 11/19/2013 V10 Service Pack 4A Page 24 of 225

25 16. 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 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 16, click to proceed to the Configuration section. If you do not have Storage Policy created, continue with the following step. Published On: 11/19/2013 V10 Service Pack 4A Page 25 of 225

26 18. 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... 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 26 of 225

27 19. If you have installed on a clustered computer, make sure to install the software on all the physical nodes and then follow the steps described in Cluster Configuration. Default Options Selected During Standard Install Listed below are the default options that are automatically selected while performing the Standard Install. OPTION ENABLED / DISABLED DESCRIPTION Add programs to the Windows Firewall Exclusion List Disabled This option allows you to add Data Protection Suite programs to the Windows Firewall exclusion list. This option is not selected. Global Filter Options Enabled This option is used to filter out specific directories or files from the backups within the CommCell. The filters are set using the Control Panel in the CommCell Console and, if enabled, they will be effective for the default subclient. Cell level policy is automatically selected. Components installed by default during Standard Install Listed below are the components that are installed by default while performing the Standard Install: SELECTED PACKAGE COMPONENTS INSTALLED Virtualization VSS Provider Virtual Server Agent File System Core Windows File System Method 3: Interactive install - Custom 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. Published On: 11/19/2013 V10 Service Pack 4A Page 27 of 225

28 4. Click Custom. Click Next. 5. Click Select components to install on this computer and click Next. 6. Expand Virtualization and then click Virtual Server Agent. VSS Provider is automatically selected under File System. Click Next. Published On: 11/19/2013 V10 Service Pack 4A Page 28 of 225

29 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 29 of 225

30 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. Published On: 11/19/2013 V10 Service Pack 4A Page 30 of 225

31 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. 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. Published On: 11/19/2013 V10 Service Pack 4A Page 31 of 225

32 15. Select one of the following options: 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. Published On: 11/19/2013 V10 Service Pack 4A Page 32 of 225

33 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. Select one of the following: Click Use Cell level Policy to inherit the global filter policy configuration set for the CommCell. Click Always use Global Filters to apply the global filters policy to the default subclient regardless of the policy set for the CommCell. Select Do not use Global Filters if you plan to define specific filters for the Agent. Click Next. Published On: 11/19/2013 V10 Service Pack 4A Page 33 of 225

34 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 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 19, click to proceed to the Configuration section. If you do not have Storage Policy created, continue with the following step. 21. 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... 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. Published On: 11/19/2013 V10 Service Pack 4A Page 34 of 225

35 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. 22. If you have installed on a clustered computer, make sure to install the software on all the physical nodes and then follow the steps described in Cluster Configuration. Additional Installation Methods Published On: 11/19/2013 V10 Service Pack 4A Page 35 of 225

36 Custom Package Create a compact software package for quick deployment to multiple clients. Remote Install Deploy the software from CommCell Console on multiple clients. Silent Install Deploy the software silently on multiple clients. Published On: 11/19/2013 V10 Service Pack 4A Page 36 of 225

37 Configuration - Virtual Server Agent for VMware Overview Deployment Configuration Automatic Discovery Backup Restore Configuration Once the Virtual Server idataagent is installed on a computer or a virtual machine, create a vcenter client and a subclient to back up virtual machines in a vcenter. Ensure that vcenter permissions are configured as described in Permissions for Custom User Accounts. The The following sections provide the necessary steps to configure a subclient to backup a single virtual machine: 1. From the CommCell Browser, right-click Client Computers node and select New Client Virtualization VMware vcenter. 2. Enter the vcenter Host Name. Enter the username and password associated with the Virtual Center. Click Add to select a proxy for backup. 3. Select a proxy from the Exclude list. The list displays all the clients which has Virtual Server idataagent installed on it and all the client groups. You can select one or more clients or client groups. When you select a client group, ensure that at least one client in the group has Virtual Server idataagent installed on it. Published On: 11/19/2013 V10 Service Pack 4A Page 37 of 225

38 Click Include or Include All. Click OK. 4. Click OK. 5. From the CommCell Browser, navigate to Client Computers <vcenter Client> Virtual Server VMware. Right-click the defaultbackupset and click New Subclient. Published On: 11/19/2013 V10 Service Pack 4A Page 38 of 225

39 6. Enter the Subclient name. By default the Transport Mode for VMware is set as Auto. Depending upon proxy computer used for backup and virtual machines included in the backup, the transport mode is automatically selected. If you want to use a specific transport mode, select one of the following: SAN Hot Add NBD NBD SSL 7. Click the Content tab. Click Browse. Navigate to the virtual machine which you want to backup and select the virtual machine. Click OK. The selected virtual machine appears in the Contents of a subclient list. 8. Click the Storage Device tab. Select a Storage Policy. Published On: 11/19/2013 V10 Service Pack 4A Page 39 of 225

40 Click OK. If you do not have Storage Policy created, continue with Step 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... 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. Published On: 11/19/2013 V10 Service Pack 4A Page 40 of 225

41 Storage Policy Creation: This will create a storage policy. Click the button available at the bottom of the page to continue. a. Click Create Storage Policy. b. Follow the prompts displayed in the Storage Policy Wizard. The required options are mentioned below: i. Select the Storage Policy type as Data Protection and Archiving and click Next. ii. iii. 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. iv. From the MediaAgent list, click the name of a MediaAgent that will be used to create the primary copy and then click Next. v. For the device streams and the retention criteria information, click Next to accept default values. vi. vii. 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 to select the folder, and then click Next. viii. Review the details and click Finish to create the Storage Policy. Published On: 11/19/2013 V10 Service Pack 4A Page 41 of 225

42 Automatic Discovery - Virtual Server Agent for VMware Overview Deployment Configuration Automatic Discovery Backup Restore SKIP THIS PAGE IF YOU DO NOT WANT TO USE THE AUTOMATIC DISCOVERY FEATURE. Click to Continue. The Customized Automatic Discovery feature enables you to set criteria to discover virtual machines in the vcenter and automatically add them to the subclient content. This is useful in environments where virtual machines are added, removed, or relocated on a routine basis. You can use this feature to configure a subclient for backup of all the virtual machines from a specific host, a datastore, or a datacenter etc. For example, the following sections explain how to configure a subclient for backup of virtual machines from a specific host or a datastore. Discover Virtual Machines from a Host Discover Virtual Machines from a Datastore Discover Virtual Machines from a Host If you want to backup all the virtual machines from a specific host, configure a subclient as follows: 1. From the CommCell Browser, navigate to Client Computers <vcenter Client> Virtual Server VMware. Right-click the defaultbackupset and click New Subclient. 2. Enter the Subclient name. 3. Click the Content tab. Click Add. Published On: 11/19/2013 V10 Service Pack 4A Page 42 of 225

43 4. Click the available list and select Host from the list. Enter the host name which appears in the vcenter or ip address of the host. Otherwise, click to open the Browse dialog box. Navigate to the required host and select the host. Click OK. 5. The selected host will appear in the Contents of subclient list on the Content tab. Click Preview to view all the virtual machines on the host. These virtual machines will get backed up when you perform the backup of the subclient. Click OK. Published On: 11/19/2013 V10 Service Pack 4A Page 43 of 225

44 Click to continue. Discover Virtual Machines from a Datastore If you want to backup all the virtual machines from a specific datastore, set the criteria as follows: 1. From the CommCell Browser, navigate to Client Computers <vcenter Client> Virtual Server VMware. Right-click the defaultbackupset and click New Subclient. 2. Enter the Subclient name. Published On: 11/19/2013 V10 Service Pack 4A Page 44 of 225

45 3. Click the Content tab. Click Add. 4. Click the available list and select Datastore from the list. Enter the datastore name. Otherwise, click to open the Browse dialog box. Select the Datastore from the available list. Navigate to the required datastore and select the host. Click OK on the Browse dialog box. Click OK on the Add Rule dialog box. Published On: 11/19/2013 V10 Service Pack 4A Page 45 of 225

46 5. The selected datastore will appear in the Contents of subclient list on the Content tab. Click Preview to view all the virtual machines in the datastore. These virtual machines will get backed up when you perform the backup of the subclient. If a virtual machine has only one disk in the selected datastore and remaining disks and VMX files are located on other datastores, the virtual machine will be added to the subclient. Click OK. Click to continue. If you want to further explore the customized automatic discovery feature, refer to Automatic Discovery of Virtual Machines For Backup. Published On: 11/19/2013 V10 Service Pack 4A Page 46 of 225

47 Backup - Virtual Server Agent for VMware Overview Deployment Configuration Automatic Discovery Backup Restore Perform a Backup After configuring the VMware vcenter client and a subclient, you are ready to perform your first backup. The following section provides step-by-step instructions for running your first full backup of a single virtual machine immediately. 1. From the CommCell Console, navigate to Client Computers <vcenter Client> Virtual Server VMware <BackupSet>. Right-click the <Subclient> and click Backup. 2. Select Full as backup type and Immediate to run the job immediately. Click OK. 3. You can track the progress of the job from the Job Controller window of the CommCell console. 4. Once job is complete, view the details of job from the Backup History. Right-click the Subclient and select Backup History. Published On: 11/19/2013 V10 Service Pack 4A Page 47 of 225

48 5. Click OK. 6. You can view the following details about the job by right-clicking the job: Items that failed during the job Items that succeeded during the job Details of the job Events of the job Log files of the job Media associated with the job What Gets Backed Up The default subclient will automatically include the following entities: Published On: 11/19/2013 V10 Service Pack 4A Page 48 of 225

49 Virtual Machines (Windows and Linux) VMDK Files Virtual RDMs What Does Not Get Backed Up The following entities will not be included in the default subclient: Virtual machines containing SCSI bus sharing set to virtual Virtual machines configured with Fault Tolerance Physical RDMs Independent Disks Published On: 11/19/2013 V10 Service Pack 4A Page 49 of 225

50 Restore - Virtual Server Agent for VMware Overview Deployment Configuration Automatic Discovery Backup Restore Perform a Restore It is recommended that you perform a restore operation immediately after your first full backup to understand the process. The following sections describe the steps involved in restoring a virtual machine to a different Virtual Center/ESX Server. 1. From the CommCell Console, navigate to Client Computer <VMware vcenter Client> Virtual Server VMware. Right-click the backupset that contains the data you want to restore and click Browse and Restore. 2. Click View Content. 3. Expand the defaultbackupset and select the required virtual machine. Its entire contents will be displayed in the right pane. Click Recover All Selected. Published On: 11/19/2013 V10 Service Pack 4A Page 50 of 225