Quest NetVault Backup. Administrator s Guide. version 9.2. Version: Product Number: NVG EN-01 NVG EN-01 02/17/15

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1 Quest NetVault Backup version 9.2 Administrator s Guide Version: Product Number: NVG EN-01 NVG EN-01 02/17/15

2 2015 Quest Software, Inc. ALL RIGHTS RESERVED. This guide contains proprietary information protected by copyright. The software described in this guide is furnished under a software license or nondisclosure agreement. This software may be used or copied only in accordance with the terms of the applicable agreement. No part of this guide may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying and recording for any purpose other than the purchaser's personal use without the written permission of Quest Software, Inc. The information in this document is provided in connection with Quest products. No license, express or implied, by estoppel or otherwise, to any intellectual property right is granted by this document or in connection with the sale of Quest products. EXCEPT AS SET FORTH IN QUEST'S TERMS AND CONDITIONS AS SPECIFIED IN THE LICENSE AGREEMENT FOR THIS PRODUCT, QUEST ASSUMES NO LIABILITY WHATSOEVER AND DISCLAIMS ANY EXPRESS, IMPLIED OR STATUTORY WARRANTY RELATING TO ITS PRODUCTS INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTY OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT. IN NO EVENT SHALL QUEST BE LIABLE FOR ANY DIRECT, INDIRECT, CONSEQUENTIAL, PUNITIVE, SPECIAL OR INCIDENTAL DAMAGES (INCLUDING, WITHOUT LIMITATION, DAMAGES FOR LOSS OF PROFITS, BUSINESS INTERRUPTION OR LOSS OF INFORMATION) ARISING OUT OF THE USE OR INABILITY TO USE THIS DOCUMENT, EVEN IF QUEST HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. Quest makes no representations or warranties with respect to the accuracy or completeness of the contents of this document and reserves the right to make changes to specifications and product descriptions at any time without notice. Quest does not make any commitment to update the information contained in this document. If you have any questions regarding your potential use of this material, contact: Quest Software World Headquarters LEGAL Dept 5 Polaris Way Aliso Viejo, CA legal@quest.com Refer to our Web site ( for regional and international office information. Patents This product is protected by U.S. Patents # 7,814,260; 7,913,043; 7,979,650; 8,086,782; 8,145,864; 8,171,247; 8,255,654; and 8,271,755. Protected by Japanese, E.U., French and UK patents and , and German patent DE Additional patents pending. Trademarks Quest, Quest Software, the Quest Software logo, Simplicity at Work, FlashRestore, GigaOS, and NetVault are trademarks and registered trademarks of Quest Software, Inc., and its subsidiaries. For a complete list of Quest Software's trademarks, please see Other trademarks and registered trademarks are property of their respective owners.

3 Table of Contents Chapter 1: Introducing Quest NetVault Backup 13 Quest NetVault Backup At a Glance Key Benefits Feature Summary About this Document Target Audience Recommended Additional Reading About Quest Software Chapter 2: Getting Started 19 Starting or Stopping the NVBU Service Starting the NVBU Console Starting the NVBU Console on Linux/UNIX Starting the NVBU Console on Windows Logging on to NVBU Logging on as a Different User NVBU Console Basics Using Shortcut Keys Chapter 3: Managing NVBU Clients 25 NVBU Clients An Overview Adding Heterogeneous Clients Locating a Client Adding NVBU Server as a Heterogeneous Client Client Status Indicators Administering the Added Clients Viewing NVBU Client Properties Checking Client Access Configuring Firewall Relationship for Clients Setting Client Description Removing a Client from the NVBU Domain... 30

4 4 Table of Contents Working with Client Groups Client Groups An Overview Creating a Client Group Modifying a Client Group Removing a Client Group Chapter 4: Managing Backup Devices 35 Backup Devices An Overview General Considerations SAN Considerations NetVault SmartDisk Devices NVSD Devices An Overview Adding NVSD Devices Configuring WebDAV Authentication Details for NVSD Devices Administering NVSD Devices Dell DR Series Systems Dell DR Series Systems An Overview Dell DR Series System Prerequisites Adding a Dell DR Series System Administering Dell DR Series System from NVBU...48 EMC Data Domain Systems EMC Data Domain Systems An Overview Data Domain System Prerequisites Adding a Data Domain System Administering Data Domain Systems from NVBU Using the DD Boost Commands NVBU Virtual Tape Libraries NVBU VTL An Overview NVBU VTL Considerations Creating and Adding NVBU VTLs Configuring Software Compression Parameters Removing an NVBU VTL Virtual Standalone Drives Creating and Adding Virtual Standalone Drives NVBU Shared Virtual Tape Libraries NVBU SVTL An Overview Planning for NVBU SVTLs NVBU SVTL Prerequisites... 67

5 Quest NetVault Backup Administrator s Guide 5 - Creating NVBU SVTLs Adding a Library to SVTL Controller Distributing SVTL Drives Sharing SVTL Drives Adding Tape-Based Devices Using the Automatic Device Configuration Wizard Adding the Libraries Manually Adding Standalone Drives Manually Configuring Physical Tape Libraries Configuring Physical Tape Drives Configuring General Parameters Configuring NDMP Parameters Tuning Drive Performance Collecting Drive Performance Statistics Configuring Timeout for SCSI Commands Configuring Drive Cleaning Parameters for Physical Tape Drives Configuring Slots and Barcodes for Cleaning Media Configuring Number of Cleaning Lives Establishing Automatic Cleaning Routine Cleaning a Drive Manually Viewing the Drive Cleaning Status Adding Shared Devices in an NVBU Domain Adding Shared Devices Automatically Adding Shared Devices Using the Semi-Automatic Method Adding Shared Devices Manually Modifying Existing Libraries Sharing Standalone Drives Using Mixed Media Libraries Organizing Media in a Mixed Media Library Adding and Configuring a Mixed Media Library Adding Media to a Library with Entry/Exit Ports Adding Media to a Library without Entry/Exit Ports Administering Physical Tape Libraries Viewing Device Statistics Modifying a Library Changing the Device View Type Opening and Closing a Library Door Opening and Closing Entry/Exit Ports Checking an Offline Drive

6 6 Table of Contents - Taking a Drive Offline in NVBU Loading and Unloading Media Exporting Media to Entry/Exit Port Restarting ACSLS or NDMP Libraries Removing a Physical Tape Library Importing NetApp VTL s Shadow Tape Device Status Indicators Chapter 5: Backing Up Data 105 Backup An Overview Designing a Backup and Recovery Strategy NVBU Backup Jobs NVBU Backup Indexes Creating a Backup Job Configuring Target Device and Media Options Selecting the Target Device Configuring Backup Media Options Configuring Source Device Options Configuring Advanced Backup Options Configuring Retirement Period for a Saveset Configuring a Retention Period for Online Indexes Enabling Job-level Encryption Disabling Job-Level Deduplication Enabling Backup Verification Enabling Network Compression Creating Secondary Copies Using Pre-Scripts and Post-Scripts Creating User-Defined Events for Backup Jobs Viewing and Modifying a Backup Job Archiving Data Managing Backup Indexes Deleting Online Indexes Compressing Online Indexes Chapter 6: Scheduling Jobs 127 Job Schedule An Overview Schedule Types

7 Quest NetVault Backup Administrator s Guide 7 Scheduling a Job to Run Immediately Scheduling Non-Repeating Jobs Run a Job on Any Day Run a Job on a Specific Day of the Week Run a Job on a Specific Day of the Month Run a Job on a Specific Date Scheduling Repeating Jobs Run a Job on a Daily Basis Run a Job on a Weekly Basis Run a Job on a Monthly Basis Run a Job at Every n Interval Scheduling a Triggered Job Scheduling Number of Job Retries Setting Job Priority Chapter 7: Using NVBU Sets 135 NVBU Sets An Overview Available Set Types Creating a Set Loading a Set Modifying a Set Copying a Set Deleting a Set Chapter 8: Working with Backup Policies 141 Backup Policies An Overview Plug-ins Which Support Policy-Based Backups Creating a Backup Policy Defining Jobs for a Policy Backup Adding Clients or Client Groups for a Policy Backup Finalizing and Submitting a Policy Example Available Policy Views Changing the Policy View Policy Status Indicators Editing an Inactive Policy Quiescing a Policy

8 8 Table of Contents Modifying Individual Policy Jobs Modifying the Client List for a Policy Acknowledging Errors and Warnings Deleting a Policy Chapter 9: Restoring Data 153 Restore An Overview NVBU Restore Jobs Creating a Restore Job Restoring Data from a Saveset with Offline Indexes Restoring Data from a Saveset with Compressed Indexes Restoring Data from an Encrypted Saveset Configuring Source Device Options Configuring Advanced Options for a Restore Enabling Network Compression Using Pre-Scripts and Post-Scripts Selecting the Restore Type Creating User-defined Events for Restore Jobs Additional Features Available on the Selections Tab Sorting the Savesets Filtering the Savesets Searching for Data Items Viewing Media List for a Saveset Additional Considerations Chapter 10: Managing Backup Media 165 Backup Media An Overview Labeling and Grouping Media Performing Bulk Media Labeling and Grouping Viewing Media Details Write-Protecting Media Retiring Backup Savesets Marking Media for Re-use Scanning Foreign Media Tracking Offsite Location Marking Media as Unusable Removing a Backup Index from NVDB...173

9 Quest NetVault Backup Administrator s Guide 9 Blanking Media Performing Bulk Media Blanking Chapter 11: Managing NVBU Jobs 175 NVBU Job Management An Overview Viewing Job Status and Job Definitions Monitoring Job Progress Filtering the Job List Filtering Job List on the Status Tab Filtering Job List on the Jobs Tab Running a Job Immediately Creating a New Instance for Non-Repeating Jobs Placing a Job on Hold Resuming a Job Aborting a Job Viewing Media Request Details Changing Media Request Priority for a Job Determining the Reason for the Waiting for Media Status Deleting a Job Schedule Deleting a Job Definition Chapter 12: Managing NVBU Logs 185 NVBU Logs An Overview Viewing NVBU Logs Filtering Logs Exporting Logs to a Binary or Text File Viewing Exported Logs Deleting Logs Manually Creating User-Defined Events for NVBU Logs Removing a Custom Log Event Chapter 13: Setting Up Event Notification 191 Events and Notification An Overview Event Types Notification Methods

10 10 Table of Contents - User Notification Profile Custom Notification Method Events Notified By Default Setting Up a Global Notification Method Using Custom Notification Methods Custom Notification Methods An Overview Creating a Custom Notification Method Setting Up a Custom Notification Method Viewing Operator Messages Removing a User-Defined Notification Event Chapter 14: Implementing Access Control Mechanisms 201 Access Control An Overview Predefined User Accounts The Auditor Daemon Creating a User Account Configuring User Details Granting Access to NVBU Clients Granting Access to Media Groups Granting User Privileges Setting Media Usage Quota Setting Job Quota Setting Up a User Notification Profile Setting Password for the User Account Setting a Global Password Expiration Policy Modifying a User Profile Deleting a User Account Chapter 15: Reporting in NVBU 209 NVBU Reports An Overview Types of Reports Supported Report Formats The NVBU Reports Management Window The Reports Database Reporting and Event Notification Generating a Canned Report Creating a Custom Report...212

11 Quest NetVault Backup Administrator s Guide 11 - Selecting Report Components Inserting Custom Headers and Footers Defining Job Schedule Configuring Report Options Finalizing and Submitting a Job Working with User-Defined Components Selecting a Base Component Selecting Fields for a Component Sorting the Output Specifying the Output Type Setting the Output Options Defining Headers and Footers for the Component Setting Filter Conditions Saving a Component Working with Historic Reports Editing or Viewing a Report Template Viewing Logs for Report Jobs Deleting a Report Template Chapter 16: Managing NVBU Domains 231 NVBU Domain Management An Overview Adding an NVBU Server Locating an NVBU Server Controlled Server Status Summary Managing a Domain Remotely Changing the Default NVBU Server Viewing Properties of a Controlled Server Checking Access to a Remote NVBU Server Removing a Controlled Server Chapter 17: Working with NVBU Client Clusters 235 NVBU Client Cluster Support An Overview Virtual Clients Configuring Tape Devices in a Cluster Environment Installing a Cluster-Aware Plug-in Prerequisites Installation Procedure

12 12 Table of Contents Configuring a Cluster-Aware Plug-in Configuring the Preferred Network Address for Cluster Nodes Configuring Default Parameters Managing Virtual Clients Modifying a Virtual Client Checking Access to a Virtual Client Locating the Real Client Granting User Access to a Virtual Client Removing a Virtual Client Upgrading a Cluster-Aware Plug-in Backing Up Data With a Cluster-Aware Plug-in Cluster Failover During Backups Restoring Data With a Cluster-Aware Plug-in Viewing Logs and Job Status Section 1: Appendix Appendix A: NVBU Events 247 Predefined Events Appendix B: Canned Reports and Report Components 255 Canned Reports Additional Notes Report Components Appendix C: User Privileges 267 User Privileges in NVBU Appendix D: NVBU Environment Variables 271 Using Environment Variables Appendix E: NVBU Processes 273 NVBU Processes An Overview Process Description...273

13 Quest NetVault Backup Administrator s Guide 13 Chapter 1: INTRODUCING QUEST NETVAULT BACKUP Quest NetVault Backup At a Glance Key Benefits Feature Summary About this Document Target Audience Recommended Additional Reading About Quest Software Quest NetVault Backup At a Glance Quest NetVault Backup (NetVault Backup or NVBU) offers the most advanced, cross-platform data protection capabilities on the market as well as unsurpassed ease of use, out-of-the-box deployment, and pain-free scalability. NetVault Backup allows you to safeguard your data and applications in both physical and virtual environments using one intuitive console. And thanks to heterogeneous server support and extensive application support you can leverage your existing investments in data protection. NetVault Backup supports simple integration with a variety of other NetVault products and seamless installation of a host of plug-ins that let you tailor NetVault Backup to match the changing and growing landscape of your IT infrastructure, including operating systems, messaging applications, and databases Key Benefits Intuitive interface requiring only minimal experience to operate Simple, out-of-the-box deployment for fast time to value Protection for both physical and virtual environments for cost savings Heterogeneous server support for flexibility to adjust to changing conditions or emergencies Plug-in options to tailor NetVault Backup to your environment Disk-based backup and de-duplication to significantly improve storage efficiency

14 14 Chapter 1 Introducing Quest NetVault Backup Comprehensive Network Attached Storage (NAS) protection to safeguard critical data Powerful, flexible encryption when and where you need it Bare metal recovery to drastically reduce the time it takes to recover a failed disk drive Extensive storage attachment options allow for distributed backup targets and workload Dynamic device sharing to optimize backup data transfers and reduce points of failure Feature Summary Disk-Based Backup and Deduplication Leverage disk-based and tape backups for creating on-site and off-site backups for failover and disaster recovery. You can also add Quest NetVault SmartDisk (NetVault SmartDisk or NVSD) to the backup solution for post-process data deduplication. NVSD uses patented byte-level, variable block data analysis technology to reduce data storage footprints by up to 90%. Virtualization Support Extend advanced data protection to VMware and Hyper-V environments. A NetVault Backup plug-in gives you consistent, reliable, point-and-click backup and restore for virtual environments without requiring you to be an expert. Application Protection Ensure availability of business-critical applications such as Oracle, SQL Server, Exchange, SharePoint, MySQL, PostgreSQL, Domino, Informix, and Sybase with application plug-ins. These plug-ins complement native solutions to save you time on integration no scripting is required to run backup and recovery jobs. Network Attached Storage Protection Safeguard NAS data directly on a locally attached SCSI device, a SAN-attached device (tape or VTL) or a storage device elsewhere on the network. Enterprise-Wide Control Give backup administrators the flexibility to define, manage and monitor jobs from remote locations of their choice. NetVault Backup s automated features for global event notification and policybased job management simplify their tasks across heterogeneous storage networks. Strong Security Meet regulatory requirements without sacrificing backup windows or deduplication performance with an encryption plug-in for CAST- 128, AES-256 or CAST-256 algorithm support. Flexible job-level encryption lets you easily select which data to encrypt.

15 Quest NetVault Backup Administrator s Guide 15 Flexible Storage Attachment Attach storage wherever you like with the built-in NetVault Backup SmartClient. It allows you to easily distribute both real and virtual backup target workloads throughout the backup domain. Dynamically Shared Device Share stand-alone and library-based tape drives among backup servers and SmartClients in SAN or shared-scsi environments. This allows you to optimize workloads and maximize your equipment investments. LAN-Free Backups Create a LAN-free backup environment to support writing backup data directly to locally and SAN-attached storage devices. This keeps backup traffic away from the LAN and eliminates network bandwidth constraints. Simple, Straightforward Licensing NetVault Backup can be licensed by capacity or by component, giving you incredible flexibility. With componentbased licensing, you can pick and choose which modules you need. You can deploy an unlimited number of clients or application plug-ins. Quest offers two capacity-based licensing editions for NetVault Backup, one offering great value for growing businesses and one offering comprehensive protection for larger enterprises About this Document This guide describes how to use NetVault Backup and provides comprehensive information on all NetVault Backup features and functionality. Important: NVBU configuration settings are stored in.cfg files that reside in the <NVBU home>\config directory. The settings in these files should only be modified under the guidance of Quest Support. Be aware that any incorrect changes to these files can cause errors and other unexpected behavior. Before you modify a configuration file, it is good practice to create a backup copy of the file Target Audience This guide is intended for backup administrators and other technical personnel who are responsible for designing and implementing a backup strategy for the organization. A good understanding of the operating systems under which the NVBU Server and Clients are running is assumed.

16 16 Chapter 1 Introducing Quest NetVault Backup Recommended Additional Reading Quest NetVault Backup Installation Guide This guide provides information and instructions on installing the NetVault Backup Server and Client software. Quest NetVault Backup Configuration Guide This guide provides information on configuring the default settings for NetVault Backup. Quest NetVault Backup Command Line Interface Reference Guide This guide provides information on the NetVault Backup command line utilities. Quest NetVault Backup Plug-in for FileSystem User s Guide This guide provides information on installing, configuring, and using Quest NetVault Backup Plug-in for FileSystem. Quest NetVault Backup Built-in Plug-ins User s Guide This guide provides information on configuring and using the following plug-ins: Quest NetVault Backup Plug-in for Consolidation Quest NetVault Backup Plug-in for Data Copy Quest NetVault Backup Plug-in for Databases Quest NetVault Backup Plug-in for Raw Devices Quest NetVault Backup Workstation Client Administrator s Guide This guide provides information on administering the NetVault Backup Workstation Client software. Quest NetVault Backup Workstation Client User s Guide This guide provides information on using the NetVault Backup Workstation Client software. Quest NetVault SmartDisk Installation/Upgrade Guide This guide provides information and instructions on installing the Quest NetVault Backup SmartDisk software. Quest NetVault SmartDisk Administrator s Guide This guide provides information on administering a NetVault SmartDisk instance. You can download these guides from the Quest website at the following address: About Quest Software Established in 1987, Quest Software (Nasdaq: QSFT) provides simple and innovative IT management solutions that enable more than 100,000 global customers to save time and money across physical and virtual environments. Quest products solve complex IT challenges ranging from database management, data protection, identity and access management, monitoring, user workspace management to Windows management. For more information, visit

17 Quest NetVault Backup Administrator s Guide 17 Contact Quest Software Mail: Web site: info@quest.com Quest Software, Inc. World Headquarters 5 Polaris Way Aliso Viejo, CA USA For regional and international office information, refer to the web site. Quest Support Quest Support is available to customers who have a trial version of a Quest product or who have purchased a Quest product and have a valid maintenance contract. Quest Support provides unlimited 24x7 access to our Support Portal at From our Support Portal, you can do the following: Retrieve thousands of solutions from our Knowledge Base Download the latest releases and service packs Create, update and review Support cases View the Global Support Guide for a detailed explanation of support programs, online services, contact information, policies and procedures. The guide is available at This guide is available in English only.

18 18 Chapter 1 Introducing Quest NetVault Backup

19 Quest NetVault Backup Administrator s Guide 19 Chapter 2: GETTING STARTED Starting or Stopping the NVBU Service Starting the NVBU Console Starting the NVBU Console on Linux/UNIX Starting the NVBU Console on Windows Logging on to NVBU Logging on as a Different User NVBU Console Basics Using Shortcut Keys Starting or Stopping the NVBU Service The NVBU Service is configured to start automatically when the software installation completes on the NVBU Server and Client systems. If you want to manually stop or start the service, follow these steps: 1. Start the NVBU Configurator: Linux/UNIX a. Log on to the system with root user privileges. b. Start a terminal session, and type: nvconfigurator To leave an open prompt, add ampersand (&): nvconfigurator & You can run this command from any directory. Windows a. Log on to the system with administrator privileges. b. Click Start on the taskbar. c. Point to Programs, point to Quest Software, point to NetVault Backup, and then click NVBU Configurator. 2. Click the Service tab. To stop the NVBU Service, click Stop Service. To start the NVBU Service, click Start Service. 3. Click OK to apply the changes and exit the Configurator.

20 20 Chapter 2 Getting Started Starting the NVBU Console Important Notes To display the NVBU Console correctly, you must use the same locale settings on the NVBU Server and Client systems. On Linux/UNIX platforms, the path variable must contain all font paths Starting the NVBU Console on Linux/UNIX To start the NVBU Console on Linux/UNIX platforms, follow these steps: 1. Log on to the system with root user privileges. 2. Start a terminal session, and type the following command from any directory: nvgui Alternatively, add ampersand (&) if you want an open prompt: nvgui & Note: When you start the NVBU Console on Linux Itanium platforms, the kernel logs several Unaligned Access To messages. These messages are informative and do not require any attention. To stop these messages, run the dmesg -n4 command after every reboot. For more information about the Unaligned Access To messages, refer to DOC Starting the NVBU Console on Windows To start the NVBU Console on Windows, follow these steps: 1. Log on to the system with administrator privileges. 2. Click Start on the taskbar. 3. Point to Programs, point to Quest Software, point to NetVault Backup, and then click NVBU Console Logging on to NVBU If no password is set for the default user account, NVBU will automatically log on this user when you start the NVBU Console. A login window will appear only if a password has been set for the default user account. If the login window appears when you start the console, provide the following details:

21 Quest NetVault Backup Administrator s Guide 21 Figure 2-1: NVBU Logon window Welcome To By default, the server that controls the NVBU Domain is selected in the Welcome To list. If you want to log on to a different NVBU Domain, select the NVBU Server for that domain. User Enter the NVBU user account name. Password Enter the password for your NVBU user account. Change Password To change your password at logon, select this check box. In the Set User Password window, enter the new password. For more information, see Setting Password for the User Account Use This Login From Now On To save the user name, select this check box. Click OK Logging on as a Different User To log on as a different user, follow these steps: 1. Start the NVBU Console. 2. On the File menu, click Log Off. 3. In the NVBU Logon window, provide the login details. For more information, see Logging on to NVBU.

22 22 Chapter 2 Getting Started NVBU Console Basics Figure 2-2: NVBU Home Screen The NVBU Home Screen includes the Menu Bar, Toolbar, Large Buttons Panel, and Status Bar. Menu Bar The menu bar displays the menus which contain commands to perform various tasks in NVBU. The NVBU tasks are organized under the Operations and Administration menus: Operations Menu The Operations menu includes the following commands: Backup Restore Status Media Management Job Management Reports Logs Administration Menu The Administration menu includes the following commands: Client Management Domain Management Device Management Policy Management

23 Quest NetVault Backup Administrator s Guide 23 Access Control Global Notification Click a menu item to open the an operations or administration window. Examples On the Administration menu, click Client Management to open the NVBU Client Management window. On the Operations menu, click Backup to open the NVBU Backup window. The items on the menu bar will vary depending on the active window. For example, when you open the Client Management window, the menu bar will display the commands related to the client management functions. Toolbar and Large Buttons Panel For the frequently accessed functions, NVBU provides toolbar buttons on the standard toolbar and the Large Buttons panel. You can use these buttons to quickly open an operations or administration window. Examples Click Client Management on the toolbar or Large Buttons panel to open the NVBU Client Management window. Click Backup on the toolbar or Large Buttons panel to open the NVBU Backup window. To hide or show the toolbar or Large Buttons panel, follow these steps: 1. To hide the standard toolbar, clear the check mark for Tool Bar on the View menu. To hide the Large Buttons panel, clear the check mark for Large Buttons on the View menu. 2. To show the standard toolbar, select Tool Bar on the View menu. To show the Large Buttons panel, select Large Buttons on the View menu. Status Bar The status bar displays the user name and current BakBone Time on the NVBU Server. For more information about BakBone Time, refer to the Quest NetVault Backup Configuration Guide.

24 24 Chapter 2 Getting Started Using Shortcut Keys NVBU provides the following shortcut keys to open a task window from the NVBU home screen: Shortcut Key A B C D H J L M N P R S T U F1 F2 F3 F4 F5 F6 F7 F8 To do this Open the About window Open the NVBU Backup window Open the NVBU Client Management window Open the NVBU Device Management window Show/hide the Large Buttons panel Open the NVBU Jobs window Open the NVBU Logs window Open the NVBU Media Management window Open the NVBU Global Notification window Open the NVU Policy Management window Open the NVBU Restore window Open the NVBU Status window Show/hide the standard toolbar Open the NVBU Access Control window Open the Help window Open the NVBU Report Component Editor window Open the NVBU Report Job Editor window Open the NVBU Historic Reports window Open the NVBU Reports window Open the NVBU Domain Management window Open the NVBU Access Control window Open the NVBU Global Notification window

25 Quest NetVault Backup Administrator s Guide 25 Chapter 3: MANAGING NVBU CLIENTS NVBU Clients An Overview Adding Heterogeneous Clients Locating a Client Adding NVBU Server as a Heterogeneous Client Client Status Indicators Administering the Added Clients Viewing NVBU Client Properties Checking Client Access Configuring Firewall Relationship for Clients Setting Client Description Removing a Client from the NVBU Domain Working with Client Groups Client Groups An Overview Creating a Client Group Modifying a Client Group Removing a Client Group NVBU Clients An Overview NVBU is designed to work in an environment in which one system is configured as the NVBU Server and various other systems throughout the network act as NVBU Clients assigned to it. A single NVBU Server and its clients form an NVBU Domain. The server acts as the Domain Controller for the NVBU Domain. NVBU Clients are systems that act as backup or restore targets. NVBU Clients are classified as Heterogeneous Clients and Workstation Clients. To understand the difference between Heterogeneous Clients and Workstation Clients, refer to the Quest NetVault Backup Installation Guide. NVBU Clients require at least the client version of the NVBU software and TCP/IP connectivity to the NVBU Server. The NVBU Server and its clients can reside on separate networks. A Heterogeneous Client can be a member of more than one NVBU Domain. An NVBU Server acts as a Heterogeneous Client to itself and can also be added as a Heterogeneous Client to another NVBU Server. NVBU Clients which have locally-attached backup devices are called SmartClients. Such clients require additional SmartClient licenses.

26 26 Chapter 3 Managing NVBU Clients Adding Heterogeneous Clients Before you can start using an NVBU Client for backups and restores in an NVBU Domain, you must add the client to the NVBU Server. When you add a client, be aware that the NVBU Client software version cannot be higher than the NVBU Server software version. Note: For information about adding Workstation Clients to the NVBU Server, refer to the Quest NetVault Backup Workstation Administrator's Guide. To add a Heterogeneous Client to the NVBU Server, follow these steps: 1. Open the NVBU Client Management window. To open this window: Click Client Management on the toolbar or Large Buttons panel. Alternatively, on the Administration menu, click Client Management. 2. Locate the client in the Available NVBU Machines list. This list includes all those systems on which you have installed either the NVBU Server or the Client software. The icon to the left indicates the current status of the client. Icon Description Status Blue Client Icon Client is up and running. It can be added without any additional requirement. Blue Client Icon with a Key Client is currently available, but it is password-protected. To add the client, you will require its NVBU password. Red Client Icon Client is currently unavailable. Try adding it later when it is online. 3. To add a client that is currently online, double-click the client. Alternatively, right-click the client, and select Add as Client. 4. If no user-defined client groups are available on the server, the client will be automatically added to the default client group. For more information about client groups, see Working with Client Groups. If any user-defined client groups are available on the server, the Add Client to Groups window will appear next. In the Select Group(s) list, select the applicable client groups. To select consecutive items, hold down the Shift key while clicking with the mouse button; to select non-consecutive items, hold down the Ctrl key while clicking with the mouse button. 5. If no NVBU password is set for the client, the client will be automatically added to the Clients list.

27 Quest NetVault Backup Administrator s Guide 27 If an NVBU password is set for the client, the Password Required window will appear next. In the Enter Password box, type the NVBU password for the client, and click OK. Once the password is verified, the client will be added to the Clients list Locating a Client To locate a client that does not appear in the Available NVBU Machines list, follow these steps: 1. Under Find NVBU Machine, configure the following parameter: Machine Name or IP Address Enter the resolvable name or IP address of the system. 2. Click Find to re-scan the network to locate the client. When the client is located, NVBU will add it to the Available NVBU Machines list in alphabetical order. Be aware that a search can fail for a number of reasons, including the following: The DNS lookup table or the machine s host table cannot be contacted. The NVBU Service is not running on the machine. The NVBU software is removed from the machine Adding NVBU Server as a Heterogeneous Client The security settings on an NVBU Server prevent the server from being added as a client to another server. To change these settings and add an NVBU Server as a client to another server, follow these steps: 1. Start the NVBU Configurator. 2. On the Security tab, select the This Machine May be Added as a Client to a Server check box 3. Add the server as a client. For more information, see Adding Heterogeneous Clients. Note: An NVBU Server cannot simultaneously act as a Workstation Client and an NVBU Server. An NVBU Server cannot be added as a Workstation Client to another NVBU Server.

28 28 Chapter 3 Managing NVBU Clients Client Status Indicators The Clients list includes all the clients that have been added to the NVBU Server. The current status of the client is depicted using the following icons: Icon Description Status Blue Client Icon Client is up and running. Blue Client Icon with a Key Red Client Icon Yellow Client Icon Green Laptop Icon Red Laptop Icon Client is online. It is in the process of being added, or the NVBU password for the client has changed since it was added. Client is currently unavailable. The system is offline or the NVBU Service is not running. Represents a Virtual Client which consists of a cluster of Clients. For more information about Virtual Clients, see Working with NVBU Client Clusters. Workstation Client is online. It is powered on and has network connectivity to the NVBU Server. Workstation Client is offline. It is powered off, or does not have any network connectivity to the NVBU Server. The NVBU Status window provides a common interface to view of the status of the NVBU Clients, Devices, and Jobs. To access this window, click Status on the toolbar or Large Buttons panel. Alternatively, on the Operations menu, click Status Administering the Added Clients This section includes the following topics: Viewing NVBU Client Properties Checking Client Access Configuring Firewall Relationship for Clients Setting Client Description Removing a Client from the NVBU Domain

29 3.4.1 Viewing NVBU Client Properties Quest NetVault Backup Administrator s Guide 29 To view the client properties, follow these steps: 1. In the Clients list, right-click the client, and select Properties. 2. Click the corresponding tab to view the following details: System The System tab displays the machine name and description, NVBU version and build number, machine ID, network name for the machine, IP address, release information, and operating system version number. Plugins The Plugins tab lists the NVBU Plug-ins installed on the client. The details include the plug-in name, version number, plug-in ID, and installation date and time. Installed Software The Installed Software tab lists all NVBU Plug-ins installed on the client. The details include the plug-in name, version number, and installation date. 3. Click OK to close the window Checking Client Access To check access between the NVBU Server and a Client, follow these steps: 1. In the Clients list, right-click the client, and select Check Access. 2. NVBU will try to connect to the client, and return a message indicating the current accessibility status of the client. Click OK to close the dialog Configuring Firewall Relationship for Clients The NVBU Server and Clients can reside on separate networks. When a firewall separates the two networks and a client is located outside the firewall, you must set the firewall relationship for the client to Outside Firewall. This ensures that the NVBU Server adheres to firewall port restrictions while establishing data transfer channels, message channels, and broadcast channels to the client. Note the following: By default, the firewall relationship for a client is set to Inside Firewall. This setting should not be changed if the NVBU Server and Client reside on the same side of the firewall, or if no firewall exists between the two networks. To enable communication with clients that are outside the firewall, you must configure valid ports for data transfer channels, message channels, and broadcast channels on the Firewall tab of the NVBU Configurator. For more information about configuring the firewall settings for NVBU, refer to the Quest NetVault Backup Configuration Guide. To enable concurrent Outside Firewall communication with multiple clients, you must open more ports on the firewall.

30 30 Chapter 3 Managing NVBU Clients The Outside Firewall option cannot be used for firewalls that use Network Address Translation (NAT) or IP Masquerading. The firewall relationship setting cannot be used for configuring firewall settings between two clients. A Client-to-Client communication is always treated as an Outside Firewall operation. To establish firewall relationship between the NVBU Server and Client networks, follow these steps: 1. In the Clients list, right-click the client, and select Outside Firewall. 2. Once you select the Outside Firewall option, this command will be replaced with the Inside Firewall command, which can be used to update the firewall settings if there are any changes later Setting Client Description To set a detailed description for a client, follow these steps: 1. In the Clients list, right-click the client, and select Set Description. 2. In Enter Client Description, enter the description for the client. 3. Click OK Removing a Client from the NVBU Domain To remove a client from an NVBU Domain, follow these steps: 1. In the Clients list, right-click the client, and select Remove. If the client is currently unavailable (indicated by a red client status icon), select Force Remove. 2. In the confirmation dialog, click Yes. The client will be removed from the Clients list and added to the Available NVBU Machines list Working with Client Groups This section includes the following topics: Client Groups An Overview Creating a Client Group Modifying a Client Group Removing a Client Group

31 3.5.1 Client Groups An Overview Quest NetVault Backup Administrator s Guide 31 A Client Group can be used to target multiple clients without individually selecting each one while creating policy-based backups or granting user access to clients. When you install NVBU, a Client Group named default is automatically created on the NVBU Server. A client is automatically added to this group if no other user-defined client groups are available on the server. If one or more client groups are available on the server, NVBU lets you select the client group from the Add Client to Groups window. You can add a client to any number of client groups Creating a Client Group To create a client group, follow these steps: 1. Open the NVBU Client Management window. 2. Click the Client Groups tab. 3. Click Add Client Group. This will create a group named New Client Group. 4. Configure the required group properties. Rename a Client Group a. Right-click the group, and select Rename Group. b. In the Rename Client Group window, enter a name for the client group. c. Click OK. Set Description for a Client Group a. Right-click the group, and select Set Description. b. In the Set Group Description window, enter the description for the client group. c. Click OK. Add Clients a. Right-click the group, and select Add Member Clients. b. Use one of the following methods to select the clients: In the Select Clients to Add list, select the individual clients. To select consecutive items, hold down the Shift key while clicking with the mouse button; to select non-consecutive items, hold down the Ctrl key while clicking with the mouse button. Alternatively, select the Group Includes ALL Clients check box to add all the clients to the group. c. Click OK.

32 32 Chapter 3 Managing NVBU Clients Modifying a Client Group To modify a client group, follow these steps: 1. Open the NVBU Client Management window. 2. Click the Client Groups tab, and locate the client group. 3. Change the required group properties. Add Clients a. Right-click the group, and select Add Member Clients. b. Use one of the following methods to add the clients: In the Select Clients to Add list, select the individual clients. To select consecutive items, hold down the Shift key while clicking with the mouse button; to select non-consecutive items, hold down the Ctrl key while clicking with the mouse button. Alternatively, select the Group Includes ALL Clients check box to add all the clients to the group. c. Click OK. Remove Clients a. Right-click the group, and select Remove Member Clients. b. In the Remove Clients from Group list, select the clients. To select consecutive items, hold down the Shift key while clicking with the mouse button; to select non-consecutive items, hold down the Ctrl key while clicking with the mouse button. c. Click OK. Rename a Client Group a. Right-click the group, and select Rename Group. b. In the Rename Client Group window, enter a name for the client group. c. Click OK. Set Description for a Client Group a. Right-click the group, and select Set Description. b. In the Set Group Description window, enter the description for the client group. c. Click OK.

33 3.5.4 Removing a Client Group Quest NetVault Backup Administrator s Guide 33 To remove a client group, follow these steps: 1. Open the NVBU Client Management window. 2. Click the Client Groups tab, and locate the client group to be removed. 3. Right-click the group, and select Remove Group. Important: NVBU will not allow you to delete the client group default. 4. In the confirmation dialog, click Yes to remove the client group. When you remove a client group, the individual clients will not be removed from the NVBU Server.

34 34 Chapter 3 Managing NVBU Clients

35 Quest NetVault Backup Administrator s Guide 35 Chapter 4: MANAGING BACKUP DEVICES Backup Devices An Overview General Considerations SAN Considerations NetVault SmartDisk Devices NVSD Devices An Overview Adding NVSD Devices Configuring WebDAV Authentication Details for NVSD Devices Disabling WebDAV Authentication for NVSD Devices Administering NVSD Devices Viewing Device Statistics for NVSD Device Setting Storage Properties for NVSD Device Checking an Offline NVSD Device Status Removing an NVSD Device Scanning an NVSD Device Dell DR Series Systems Dell DR Series Systems An Overview Dell DR Series System Prerequisites Adding a Dell DR Series System Administering Dell DR Series System from NVBU Viewing Device Statistics for Dell DR Series System Setting Storage Properties for Dell DR Series System Checking an Offline Dell DR Series System Taking a Dell DR Series System Offline Removing a Dell DR Series System Scanning a Dell DR Series System EMC Data Domain Systems EMC Data Domain Systems An Overview DD Boost Components DD Boost Features Data Domain System Prerequisites Adding a Data Domain System

36 36 Chapter 4 Managing Backup Devices Administering Data Domain Systems from NVBU Viewing Device Statistics for Data Domain System Setting Storage Properties for Data Domain System Checking an Offline Data Domain System Taking a Data Domain System Offline Scanning a Data Domain System Scanning a Dell DR Series System Using the DD Boost Commands NVBU Virtual Tape Libraries NVBU VTL An Overview NVBU VTL Considerations Creating and Adding NVBU VTLs Configuring Software Compression Parameters Software Compression and NVDB Restores Removing an NVBU VTL Virtual Standalone Drives Creating and Adding Virtual Standalone Drives NVBU Shared Virtual Tape Libraries NVBU SVTL An Overview Planning for NVBU SVTLs NVBU SVTL Prerequisites General Prerequisites Setting Up Raw I/O on Linux Setting Up Raw I/O on RedHat Linux Setting Up Raw I/O on RedHat Enterprise Linux 5 Setting Up Raw I/O on SUSE Linux Adding a Library to SVTL Controller Distributing SVTL Drives Sharing SVTL Drives Adding Tape-Based Devices Using the Automatic Device Configuration Wizard Manually Starting the Device Configuration Wizard Adding the Libraries Manually Adding Standalone Drives Manually Configuring Physical Tape Libraries

37 Quest NetVault Backup Administrator s Guide 37 Configuring Physical Tape Drives Configuring General Parameters Configuring NDMP Parameters Tuning Drive Performance Collecting Drive Performance Statistics Configuring Timeout for SCSI Commands Configuring Drive Cleaning Parameters for Physical Tape Drives Configuring Slots and Barcodes for Cleaning Media Configuring Generic Cleaning Properties Configuring Number of Cleaning Lives Establishing Automatic Cleaning Routine Cleaning a Drive Manually Viewing the Drive Cleaning Status Adding Shared Devices in an NVBU Domain Adding Shared Devices Automatically Adding Shared Devices Using the Semi-Automatic Method Adding Shared Devices Manually Modifying Existing Libraries Adding Shared Drives to Non-Shared Library Using the Semi- Automatic Method Adding Shared Drives to Non-Shared Library Manually Sharing Standalone Drives Using Mixed Media Libraries Organizing Media in a Mixed Media Library Adding and Configuring a Mixed Media Library Adding Media to a Library with Entry/Exit Ports Adding Media to a Library without Entry/Exit Ports Administering Physical Tape Libraries Viewing Device Statistics Modifying a Library Changing the Device View Type Opening and Closing a Library Door Opening and Closing Entry/Exit Ports Checking an Offline Drive Taking a Drive Offline in NVBU

38 38 Chapter 4 Managing Backup Devices Loading and Unloading Media Exporting Media to Entry/Exit Port Restarting ACSLS or NDMP Libraries Removing a Physical Tape Library Importing NetApp VTL s Shadow Tape Device Status Indicators Backup Devices An Overview NVBU supports a wide range of backup devices for storing backups, including different types of disk-based devices such as Quest NetVault SmartDisk (NVSD) Devices with optional deduplication, NVBU's Virtual Tape Libraries (VTLs), and Shared Virtual Tape Libraries (SVTLs) and third-party virtual and physical tape libraries, appliances, autoloaders, and tape drives. Physical backup devices can be configured for single or shared use, and connected through SCSI, iscsi, IP, SAS, or Fibre Channel SAN interfaces. These devices can be connected to the NVBU Server, SmartClients, or NAS Filers within an NVBU Backup Domain. NVBU VTLs and SVTLs can be attached to the NVBU Server or SmartClients, while the NVSD Devices can only be added to the NVBU Server. To use a backup device for backups and restores, you must first add the device to the NVBU Domain. A device attached to a SmartClient is only recognized after you add the SmartClient to the NVBU Server. Similarly, a device attached to a filer is only recognized after you add the filer to the NVBU Server using the Quest NetVault Backup Plug-in for NDMP (Plug-in for NDMP) General Considerations On Windows, you must disable the Removable Storage Service before adding a device to the NVBU Server. For more information about disabling this service, refer to the Quest NetVault Backup Installation Guide. The NVBU Server may not recognize a standalone tape device that is locally attached to an RHEL4 U1 Client. This happens because on RHEL4 U1, the SG driver that supports the standalone devices is not loaded automatically. This issue only occurs when the RHEL4 U1 Client does not have any other locally attached library or changer. To correct this problem, manually load the SG driver and restart the NVBU Service. For more information about obtaining and loading the SG driver, refer to the relevant RHEL4 U1 documentation.

39 4.1.2 SAN Considerations Quest NetVault Backup Administrator s Guide 39 In a SAN environment, you should use persistent binding (also known as SCSI mapping, persistent reservation, and persistent naming). NVBU cannot communicate with a library if its logical address changes as a result of changes within the SAN. Persistent binding assigns a fixed logical address to the device which does not change as devices are added or removed within the SAN. For the Fibre Channel Host Bus Adapters (HBAs), you can map the Fibre Channel device address (World Wide Name(WWN) or World Wide Identifier (WWID)) or a Loop ID to the logical SCSI address. This ensures that changes within the SAN have no impact on NVBU operations. You should also use persistent binding when the server and the fibre devices are attached to separate switches, or when zoning is implemented. NVBU does not support multipathing to a tape library or device, so only one channel should be logically or physically configured for use to ensure consistent communication path. You should not use the tape libraries or drives on the same switch or in the same zone that has disk devices attached. Problems might be encountered if packets from both device types co-exist in a SAN environment. Therefore, you should use separate HBAs for these devices. Apple supports multipathing in the FC Host Adapter and XserveRAID, and often this is the default setting after installation. However, multipathing is not supported in NVBU. Therefore, the connections should be logically or physically separated to ensure a consistent communication path NetVault SmartDisk Devices This section includes the following topics: NVSD Devices An Overview Adding NVSD Devices Configuring WebDAV Authentication Details for NVSD Devices Administering NVSD Devices NVSD Devices An Overview NVBU provides seamless integration with NVSD, a disk-based backup and deduplication product, which is installed and licensed separately from NVBU. An NVSD Device connects to an NVSD Instance which consists of one (1) or multiple Storage Pools and a set of processes which perform disk-based backups and byte-level variable block software deduplication. A single NVSD Instance can be deployed on a dedicated server, the NVBU Server, or an NVBU Client, and can accept data streams from heterogeneous platforms. An NVSD Storage Pool consists of one or more file system volumes, and can be easily extended by adding additional file system paths.

40 40 Chapter 4 Managing Backup Devices The NVSD Devices can be configured to use Digest Access Authentication with Web Distributed Authoring and Versioning (WebDAV) to prevent unauthorized access to NVSD data. While authentication will not be required to add an NVSD Device to the NVBU Server, it will be required to perform backups and restores using the NVSD Device once WebDAV authentication is enabled on the device. The authentication details must be configured on both the NVSD Server and the NVBU Server for access to the NVSD Device. For more information about NetVault SmartDisk refer to the Quest NetVault SmartDisk Installation Guide and Quest NetVault SmartDisk Administrator's Guide Adding NVSD Devices Before you can start using an NVSD Device for backups and restores in an NVBU Domain, you must add the device to the NVBU Server. Note: For instructions on installing and configuring an NVSD Device, refer to the Quest NetVault SmartDisk Installation Guide and Quest NetVault SmartDisk Administration Guide. Figure 4-1: Add NetVault SmartDisk window To add an NVSD Device to the NVBU Server, follow these steps: 1. Open the NVBU Device Management window. To open this window: Click Device Management on the toolbar or Large Buttons panel. Alternatively, on the Administration menu, click Device Management. 2. On the Add menu, click Add NetVault SmartDisk. 3. In the Add NetVault SmartDisk window, configure the following parameters: Host Enter the DNS name or IP address of the host on which the NVSD Device is installed. You must configure this parameter even if the device is deployed on the NVBU Server. If the NVBU Server is unable to resolve the host name, the device will not be added.

41 Quest NetVault Backup Administrator s Guide 41 Port The default value for this parameter is zero (0). If the device is listening on the default port, do not the value. It the device is listening on a non-default port, enter the port number configured as the Network Settings:Remote Listen Port in the percolator.cfg file. For more information about configuring a non-default port for an NVSD Device, refer to the Quest NetVault SmartDisk Administrator s Guide. Force Add Select this check box to add an NVSD Device even if the device is already added to another NVBU Server with the same name. This option can be useful if you have performed a disaster recovery to rebuild the NVBU Server. 4. Click Save Details on the toolbar. The device will be added to the server and listed on the Devices tab. The status will change to online when the device initialization process completes Configuring WebDAV Authentication Details for NVSD Devices To prevent unauthorized access to data, NVSD allows you to set up WebDAV authentication for server requests. This can be done by configuring the authentication details on both the NVSD Server and NVBU Server. NVSD uses Digest Access Authentication with WebDAV. To configure WebDAV authentication for access to an NVSD Device, follow these steps: 1. Set up WebDAV authentication on the NVSD Server. For more information, refer to the Quest NetVault SmartDisk Administrator s Guide. Warning: If you enable WebDAV authentication on the NVSD Server, but do not configure the authentication details on the NVBU Server, the backups and restores using that NVSD Device will fail without returning any proper error messages. The scan operation will also fail for such NVSD Devices. 2. On the NVBU Server, start a terminal session or open a command prompt. 3. Navigate to.../util or...\util (where... refers to the NVBU installation directory, and type: nvdav --server <NVSD Server Name> On Linux/UNIX, you must use sudo if you are not logged in as root. On Windows, you must be logged in with administrator privileges. Follow the prompts to complete the configuration. 4. When the Username prompt appears, type the user name configured on the NVSD Server, and press Enter.

42 42 Chapter 4 Managing Backup Devices Username: newuser Password: Confirm Password: Configuration applied 5. When the Password prompt appears, type the password for the user account, and press Enter. 6. When the Confirm Password prompt appears, type the password again for confirmation, and press Enter to complete the configuration. Note: If an NVSD Device is removed from the NVBU Server, it will also remove the WebDAV authentication details configured for that device. The authentication details should be configured again if you re-add the device a Disabling WebDAV Authentication for NVSD Devices Currently, NVBU does not provide any method to disable WebDAV authentication once it has been enabled for an NVSD Device. The only way to do this is to remove the NVSD Device from the NVBU Server, and re-add the device Administering NVSD Devices This section includes the following topics: Viewing Device Statistics for NVSD Device Setting Storage Properties for NVSD Device Checking an Offline NVSD Device Status Removing an NVSD Device Scanning an NVSD Device a Viewing Device Statistics for NVSD Device To view the device statistics, follow these steps: 1. On the Devices tab, right-click the applicable NVSD Device, and select Status. 2. The Status window includes the Activity, Storage, and Device tabs. Activity Tab Click the Activity tab to view the following details: Name The name of the NVSD Device, which is automatically derived from the host name and IP address of the device. Status The status of the NVSD Device. AVAILABLE specifies that the device is available for backups and restores, while OFFLINE

43 Quest NetVault Backup Administrator s Guide 43 specifies that the device is unavailable and cannot be used for backups or restores. Stream Count The number of elements or NVBU segments currently being streamed to the NVSD Device. Claims on Device from this Server The number of Media Manager batch tasks using the NVSD device. A batch task is associated with each backup, restore, scan, or load index stream connection to the device. A single job can have more than one claim on a device. For example, a single multi-channel Data Copy or Exchange backup can make multiple simultaneous claims on a device. Send (MB/sec) The total megabytes per second (MBps) across all streams being sent out from NVSD to NVBU (that is, when an NVBU restore job is being performed). Receive (MB/sec) The total MBps across all streams being sent to the NVSD (that is, when an NVBU backup job is being performed). Items Deduplicating The number of elements or NVBU segments currently being deduplicated. Deduplication Queue Length The number of elements or NVBU segments currently waiting to be deduplicated. Garbage Collection State The current phase of Garbage Collection. Storage Tab Click the Storage tab to view the following details: Data Protected The total amount of data currently being protected by the NVSD Device. Data Deduplicated The total amount of data that has been submitted for deduplication. Disk Used by Deduplicated Data The amount of disk space used by deduplicated data. It includes the space consumed by the Chunk Store, Chunk Index, and Manifests. Dedupe Ratio The Deduplication Ratio of the data that has been deduplicated by the NVSD Device. The Deduplication Ratio is calculated as follows: Data Deduplicated / Disk Used by Deduplicated Data = Deduplication Ratio Data in Staging The amount of data that is currently stored in the Staging Store. Space Available The total disk space available to the NVSD Device across all configured Storage Volumes regardless of their deny/favour configuration. It does not include the Garbage Collection Reserve or Last Resort Threshold (LRT).

44 44 Chapter 4 Managing Backup Devices Staging Status The current status of the NVSD s Staging Store. It can be one of the following: AVAILABLE Staging Store is available for writing. FULL Staging Store is full; no more space is available for writing. UNAVAILABLE Disk index is unavailable. UNLICENCED NVSD is not licensed, the license has expired, or the license limit has exceeded. NONE The status is currently unknown. Staging Space Available The total space available to the NVSD Device across all configured Storage Volumes that do not deny Staging. It does not include the Garbage Collection Reserve or LRT. Storage Status The current status of the NVSD's Storage space. It can be one of the following: AVAILABLE Storage is available for deduplication and rehydration. FULL Storage is full; no more space is available for data deduplication. UNAVAILABLE Chunk Index is unavailable; no data deduplication or rehydration is available. UNLICENCED NVSD is not licensed, the license has expired, or the license limit has exceeded. NONE The current status is unknown. Storage Space Available The total space available to the NVSD Device across all configured Storage Volumes that do not deny Storage. It does not include the Garbage Collection Reserve or LRT. License The amount of protected capacity that is currently licensed by the NVSD Device. Device Tab Click the Device tab to view the following details: Name The name of the NVSD Device, which is automatically derived from the host name and IP address. Machine ID The Machine ID for the NVSD Instance that is required for obtaining a permanent NVSD license key. For more information about licensing NVSD, refer to the Quest NetVault SmartDisk Installation Guide. 3. Click OK to exit.

45 Quest NetVault Backup Administrator s Guide b c d e Setting Storage Properties for NVSD Device To set the storage properties for an NVSD Device, follow these steps: 1. On the Devices tab, right-click the applicable NVSD Device, and select Properties. 2. In the Storage Properties window, enter the Group Label. 3. Click OK. Checking an Offline NVSD Device Status To check the status of an offline device, follow these steps: 1. On the Devices tab, right-click the applicable NVSD Device, and select Check. 2. If the NVSD Device is running on the host, the device status will change to AVAILABLE. Removing an NVSD Device To remove an NVSD Device, follow these steps: 1. On the Devices tab, right-click the applicable NVSD Device, and select Remove. 2. In the confirmation dialog, click OK. 3. If NVBU fails to remove the device, select the Force Removal check box in the confirmation dialog, and click OK. Important Notes You can use the Force Removal option to remove an NVSD Device that is currently not in use. However, the NVSD Device may still try to communicate with the NVBU Server. When you remove an NVSD Device, the backups stored on the device will not be deleted. To use the backups, you must re-add the device to an NVBU Server with the same NVBU Machine Name as the NVBU Server from which it was removed. Scanning an NVSD Device The scanning process queries all backups stored on the NVSD Device, and imports the backups that are not indexed in the given NVBU Server s NVDB. The backups on an NVSD Device can only be scanned into an NVBU Server that has the identical NVBU Machine Name as the original NVBU Server which performed the backups. The amount of time taken by the scanning process depends on the number of backups that need to be imported and the size of the backup indexes.

46 46 Chapter 4 Managing Backup Devices To scan an NVSD Device, follow these steps: 1. On the Devices tab, right-click the applicable NVSD Device, and select Scan. 2. In the confirmation dialog, click OK. Note: When a saveset is retired, it is deleted from the NVSD Device. The scanning process will not import a retired saveset Dell DR Series Systems This section includes the following topics: Dell DR Series Systems An Overview Dell DR Series System Prerequisites Adding a Dell DR Series System Administering Dell DR Series System from NVBU Dell DR Series Systems An Overview The Dell DR Series disk-based data protection appliances optimize utilization with in-line deduplication and compression, and reduce network bandwidth requirements with client-side deduplication processing and deduplicated replication. The DR Series include the following appliance types: DR4000 System This consists of preinstalled DR4000 system software on a Dell R510 appliance platform. DR4100 System This consists of preinstalled DR4000 system software on a Dell R720xd appliance platform. For more information about the Dell DR Series systems, refer to the Dell DR Series System Administration Guide Dell DR Series System Prerequisites Before adding a Dell DR Series system to an NVBU Server, make sure that the following requirements are met: Create Storage Containers NetVault Backup requires an RDA connection type container. While creating the container, you must set the RDA type to RDS. The container must be created before you add the device to the NVBU Server. Configure the Required Storage Options For more information about the storage options, refer to the Dell DR Series System Administration Guide.

47 Quest NetVault Backup Administrator s Guide 47 Configure Ports for Replication To perform replication operations across a firewall, configure the following fixed TCP ports to support replication operations: port 9904 port 9911 port 9915 port Adding a Dell DR Series System Figure 4-2: Add Dell RDA Device window Before you can start using a Dell DR Series system for backups and restores in an NVBU Domain, you must add the device to the NVBU Server. To add a Dell DR Series system, follow these steps: 1. Open the NVBU Device Management window. To open this window: Click Device Management on the toolbar or Large Buttons panel. Alternatively, on the Administration menu, click Device Management window. 2. On the Add menu, click Add Dell RDA Device. 3. In the Add Dell RDA Device window, configure the following parameters: Host Enter the DNS name or IP address of the Dell DR Series system. If the NVBU Server is unable to resolve the host name, the device will not be added. Username Enter a user account that can be used to log on to the device. On the Dell DR Series system, only one user account exists, and the user ID for that account is backup_user. You can only change the password for this account; you cannot create a new account or delete the existing account. Password Enter the password for the user account.

48 48 Chapter 4 Managing Backup Devices LSU Enter the name of the storage container. Ensure that the container is created before you add the device. The device will not be added if the specified container does not exist on the device. Each Dell DR Series system displayed on the NVBU Device Manager window represents a storage container. The default value for this parameter is NVBU. Block Size Enter the block size for data transfers. The block size is specified in number of bytes. The default value for this parameter is bytes. Force Add Select this check box to add a Dell DR Series system even if the device is already added to another NVBU Server with the same name. This option can be useful if you have performed a disaster recovery to rebuild the NVBU Server. 4. Click Save Details on the toolbar. The device will be added to the server and listed on the Devices tab. The status will change to online when the device initialization process completes. Important: The soft stream limit for a container is defined in the.../config/ foreignras.cfg file (where represents the NVBU installation directory). This setting applies to all NVBU Servers to which the container is added. The foreignras.cfg file is created by the first NVBU Server to which the container is added. The Media Manager will log the error message Device has too many streams when the total number of data streams exceeds the defined limit for the container Administering Dell DR Series System from NVBU This section includes the following topics: Viewing Device Statistics for Dell DR Series System Setting Storage Properties for Dell DR Series System Checking an Offline Dell DR Series System Taking a Dell DR Series System Offline Removing a Dell DR Series System Scanning a Dell DR Series System a Viewing Device Statistics for Dell DR Series System To view the device statistics, follow these steps: 1. On the Devices tab, right-click the applicable Dell DR Series system, and select Status. 2. The status window includes the Activity and Device tabs.

49 Quest NetVault Backup Administrator s Guide 49 Activity Tab Click the Activity tab to view the following details: Name The name of the Dell DR Series system, which is automatically derived from the LSU name (container name) and the DNS name or IP address of the device. Status The status of the Dell DR Series system. AVAILABLE specifies that the device is available for backups and restores, while OFFLINE specifies that the device is unavailable and cannot be used for backups or restores. Stream Count The number of elements or NVBU segments currently being sent to the Dell DR Series system. The defunct streams count is not implemented in this release. Claims on Device from this Server The number of Media Manager batch tasks using the DR Series System. A batch task is associated with each backup, restore, scan, or load index stream connection to the device. A single job can have more than one claim on a device. For example, a single multi-channel Data Copy or Exchange backup can make multiple simultaneous claims on a device. Send (MB/sec) The total megabytes per second (MBps) across all streams being sent out from the Dell DR Series system to NVBU (that is, when an NVBU restore job is being performed). Receive (MB/sec) The total MBps across all streams being sent to the Dell DR Series system (that is, when a NVBU backup job is being performed). Note: When you add a Dell DR Series system to multiple NVBU Servers, the Activity tab will shows the accumulated transfer statistics for all servers. Device Tab Click the Device tab to view the following details: Name The name of the Dell DR Series system, which is automatically derived from the LSU name and the DNS name or IP address. Details The DR OS version and the Client RDA API version. 3. Click OK to exit b Setting Storage Properties for Dell DR Series System To set the storage properties for a Dell DR Series system, follow these steps: 1. On the Devices tab, right-click the applicable Dell DR Series system, and select Properties. 2. In the Storage Properties window, enter the Group Label. 3. Click OK.

50 50 Chapter 4 Managing Backup Devices c d e f Checking an Offline Dell DR Series System To check the status of an offline device, follow these steps: 1. On the Devices tab, right-click the applicable Dell DR Series system, and select Check. 2. If the system is operational, the device status will change to AVAILABLE. Taking a Dell DR Series System Offline To take a DR Series system offline, follow these steps: 1. On the Devices tab, right-click the applicable Dell DR Series system, and select Offline. This will mark the device as offline and make it unavailable to NVBU. This process will not physically take the system offline. 2. To bring the system back online and make it available to NVBU, right-click the device, and select Online. Removing a Dell DR Series System To remove a Data Domain system, follow these steps: 1. On the Devices tab, right-click the applicable Data Domain system, and select Remove. 2. In the confirmation dialog, click OK. 3. If NVBU fails to remove the device, select the Force Removal check box in the confirmation dialog, and click OK. Important Notes You can use the Force Removal option to remove a Dell DR Series system that is currently not in use. However, the device may still try to communicate with the NVBU Server. When you remove a Dell DR Series system, the backups stored on the device will not be deleted. To use the backups, you must re-add the device to an NVBU Server with the same NVBU Machine Name as the NVBU Server from which it was removed. Scanning a Dell DR Series System The scanning process queries all NVBU backups stored on the Dell DR Series system, and imports those backups that are not indexed in the given NVBU Server s NVDB. The backups on a device can only be scanned into an NVBU Server that has the identical NVBU Machine Name as the original NVBU Server which performed the backups. The amount of time taken by the scanning process depends on the number of backups that need to be imported and the size of the backup indexes.

51 Quest NetVault Backup Administrator s Guide 51 To scan a Dell DR Series system, follow these steps: 1. On the Devices tab, right-click the applicable Data Domain system, and select Scan. 2. In the confirmation dialog, click OK. Note: When a saveset is retired, it is deleted from the Dell DR Series system. The scanning process will not import a retired saveset EMC Data Domain Systems This section includes the following topics: EMC Data Domain Systems An Overview Data Domain System Prerequisites Adding a Data Domain System Administering Data Domain Systems from NVBU EMC Data Domain Systems An Overview EMC Data Domain Systems provide disk-based storage with inline deduplication capabilities that reduce storage requirements by 10 to 30 times. NVBU provides seamless integration with Data Domain systems through the EMC Data Domain Boost (DD Boost) software, allowing you to minimize your backup window and perform optimized disk-based backups, while reducing your storage and network bandwidth requirements. Note: The NVBU Starter Edition does not support DD Boost a b DD Boost Components The DD Boost software includes two components: DD Boost Library It runs on the NVBU Server and provides the interface to communicate with the DD Boost Server running on the Data Domain system. DD Boost Server It runs on the Data Domain systems. DD Boost Features DD Boost offers the following features. Distributed Segment Processing DD Boost off loads parts of the deduplication process to the backup server, enabling the server to send only unique data segments to the Data Domain system. This increases the aggregate backup throughput of the storage system and reduces the amount of data transferred over the network. It also decreases CPU utilization on the

52 52 Chapter 4 Managing Backup Devices backup server because sending data over the network is more CPU-intensive than the distributed deduplication process. Without this feature, the DD Boost Library sends all data (unique or redundant) to a Data Domain system for deduplication processing. Advanced Load Balancing and Link Failover This feature allows you to combine multiple Ethernet links into a group, and register a single interface with the backup application. The Data Domain system automatically balances the load for backup and restore jobs on multiple interfaces, and routes the jobs to the available interfaces if one of the interfaces in the group goes down. File Replication File-level replication enables transfer of deduplicated data directly between two or more DD Boost-enabled Data Domain systems, which reduces WAN bandwidth requirement by up to 99 percent. The duplicate copies are created and transferred by the Data Domain systems without using any resources on the backup server. NVBU uses this feature while performing Data Copy backups between two DD Boost-enabled Data Domain systems to create optimized deduplicated copies. A Data Copy backup can be performed using the Secondary Copy option on the Advanced Options tab of the NVBU Backup window or Quest NetVault Plug-in for Data Copy. For more information about secondary copy backups, see Creating Secondary Copies or Quest NetVault Backup Built-in Plug-ins User's Guide. Important Notes Replication requires optional DD Boost Replicator license. The license must be installed on all participating Data Domain systems. If the source and target Data Domain systems are running different versions of the Data Domain OS, then for replication to be successful, the target system must be running the higher version of the OS Data Domain System Prerequisites Before adding a Data Domain system to an NVBU Server, make sure that the following requirements are met: Install DD Boost License on the Data Domain System To use a Data Domain system for NVBU backups and restores, install the required DD Boost license and enable DD Boost on the applicable systems. Create a DD Boost User Account Create a DD Boost user account that can be used to log on to the device for backups and restores. Configure the Required DD Boost Features For more information about enabling and configuring the DD Boost features, refer to the DD Boost section in the DD OS Administration Guide.

53 Quest NetVault Backup Administrator s Guide 53 Open the Required Firewall Ports To perform DD Boost backups and replication, open the following ports in a firewall: TCP 2049 (NFS) TCP 2051 (Replication) TCP 111 (NFS portmapper) TCP xxx (select a random port for NFS mountd) Install Microsoft Visual C SP1 Redistributable Package on Windows This requirement applies to all supported Windows platforms. The DD Boost library will fail to load if you do not install this package on Windows. Configure Network Time-outs Backup and restore jobs often take a long time to complete. Although the DD Boost Library can recover from temporary network interruptions, the operating system on the data protection application system might terminate a job prematurely if the data protection application time-outs are set too low. To avoid this, Data Domain recommends setting time-outs to at least 30 minutes (1800 seconds) Adding a Data Domain System Figure 4-3: Add EMC Data Domain Boost Device window Before you can start using a Data Domain system for backups and restores in an NVBU Domain, you must add the device to the NVBU Server. To add a Data Domain system to the NVBU Server, follow these steps: 1. Open the NVBU Device Management window. To open this window: Click Device Management on the toolbar or Large Buttons panel. Alternatively, on the Administration menu, click Device Management. 2. On the Add menu, click Add EMC Data Domain Boost Device. 3. In the Add EMC Data Domain Boost Device window, configure the following parameters:

54 54 Chapter 4 Managing Backup Devices Host Enter the DNS name or IP address of the Data Domain system. If the NVBU Server is unable to resolve the host name, the device will not be added. Username Enter a DD Boost user account that can be used to log on to the device for backups and restores. Ensure that the user account is created on the Data Domain system before the device is added to the NVBU Server. Password Enter the password for the user account. LSU Enter a Logical Storage Unit (LSU) name for the Data Domain system. If the specified LSU does not exist on the Data Domain system, NVBU will automatically create it when you add the device to the server. You can configure multiple LSUs on a single Data Domain system. Each Data Domain system displayed on the NVBU Device Manager window represents an LSU. The default value for this parameter is NVBU. Block Size Enter the block size for data transfers. The block size in specified in number of bytes. The default value for this parameter is bytes. Force Add Select this check box to add a Data Domain system even if the device is already added to another NVBU Server with the same name. This option can be useful if you have performed a disaster recovery to rebuild the NVBU Server. 4. Click Save Details on the toolbar. The device will be added to the server and listed on the Devices tab. The status will change to online when the device initialization process completes. Note: When you add a Data Domain system to the NVBU Server, NVBU creates several metadata files on the device. Each NVBU Server (to which you add the Data Domain system) creates is its own set of metadata files. NVBU also writes transfer statistics to the stats.stnz file. The nvstatsmngr process uses this file and requires that it is regularly updated. However, frequent updates can have a significant performance impact on the system. By default, NVBU updates the file after every 5 seconds or 10 blocks of data transfer. To change the default settings for these updates, refer to the Quest NetVault Backup Configuration Guide Administering Data Domain Systems from NVBU This section includes the following topics: Viewing Device Statistics for Data Domain System Setting Storage Properties for Data Domain System Checking an Offline Data Domain System Taking a Data Domain System Offline

55 Quest NetVault Backup Administrator s Guide 55 Removing a Data Domain System Scanning a Data Domain System a Viewing Device Statistics for Data Domain System To view the device statistics, follow these steps: 1. On the Devices tab, right-click the applicable Data Domain system, and select Status. 2. The status window includes the Activity and Device tabs. Activity Tab Click the Activity tab to view the following details: Name The name of the Data Domain system, which is automatically derived from the LSU name and the DNS name or IP address. Status The status of the Data Domain system. AVAILABLE specifies that the device is available for backups and restores, while OFFLINE specifies that the device is unavailable and cannot be used for backups or restores. Stream Count The number of elements or NVBU segments currently being sent to the Data Domain system. The defunct streams count is not implemented in this release. Claims on Device from this Server The number of Media Manager batch tasks using the Data Domain System. A batch task is associated with each backup, restore, scan, or load index stream connection to the device. A single job can have more than one claim on a device. For example, a single multi-channel Data Copy or Exchange backup can make multiple simultaneous claims on a device. Jobs from this Server Using Device The number of NVBU jobs that are currently using the device. Send (MB/sec) The total megabytes per second (MBps) across all streams being sent out from the Data Domain system to NVBU (that is, when an NVBU restore job is being performed). Receive (MB/sec) The total MBps across all streams being sent to the Data Domain system (that is, when a NVBU backup job is being performed). Note: When you add a Data Domain system to multiple NVBU Servers, the Activity tab will show the accumulated transfer statistics for all servers. Device Tab Click the Device tab to view the following details: Name The name of the Data Domain system, which is automatically derived from the LSU name and the DNS name or IP address. Details Data Domain OS and Client DD Boost API version. 3. Click OK to exit.

56 56 Chapter 4 Managing Backup Devices b c d e Setting Storage Properties for Data Domain System To set the storage properties for a Data Domain system, follow these steps: 1. On the Devices tab, right-click the applicable Data Domain system, and select Properties. 2. In the Storage Properties window, enter the Group Label. 3. Click OK. Checking an Offline Data Domain System To check the current status of an offline device, follow these steps: 1. On the Devices tab, right-click the applicable Data Domain system, and select Check. 2. If the device is operational, the status will change to AVAILABLE. Taking a Data Domain System Offline To take a Data Domain System offline, follow these steps: 1. On the Devices tab, right-click the applicable Data Domain system, and select Offline. This will mark the device as offline and make it unavailable to NVBU. This process will not physically take the Data Domain system offline. 2. To bring the system back online and make it available to NVBU, right-click it, and select Online. Removing a Data Domain System To remove a Data Domain system, follow these steps: 1. On the Devices tab, right-click the applicable Data Domain system, and select Remove. 2. In the confirmation dialog, click OK. 3. If NVBU fails to remove the device, select the Force Removal check box in the confirmation dialog, and click OK. Important Notes You can use the Force Removal option to remove a Data Domain system that is currently not in use. However, the device may still try to communicate with the NVBU Server. When you remove a Data Domain system, the backups stored on the device will not be deleted. To use the backups, you must re-add the device to an NVBU Server with the same NVBU Machine Name as the NVBU Server from which it was removed.

57 Quest NetVault Backup Administrator s Guide f Scanning a Data Domain System The scanning process queries all NVBU backups stored on the Data Domain System, and imports those backups that are not indexed in the given NVBU Server s NVDB. The backups on a Data Domain system can only be scanned into an NVBU Server that has the identical NVBU Machine Name as the original NVBU Server which performed the backups. The amount of time taken by the scanning process depends on the number of backups that need to be imported and the size of the backup indexes. To scan a Data Domain system, follow these steps: 1. On the Devices tab, right-click the applicable Data Domain system, and select Scan. 2. In the confirmation dialog, click OK. Note: When a saveset is retired, it is deleted from the Dell DR Series system. The scanning process will not import a retired saveset Using the DD Boost Commands This section provides a brief description of the DD Boost commands that you can use to manage the DD Boost features on the Data Domain system. For a detailed description of these commands, refer to the DD Boost section in the DD OS Administration Guide. For information about configuring DD Boost from the graphical-user interface-based Enterprise Manager, refer to the DD OS Administration Guide. DD Boost Access Add clients to DD Boost access list ddboost access add clients <client-list> Delete clients from DD Boost access list ddboost access del clients <client-list> Reset DD Boost access list to factory default ddboost access reset Enable DD Boost ddboost enable Disable DD Boost ddboost disable Display DD Boost access list ddboost access show Display DD Boost status (whether enabled or disabled) ddboost status

58 58 Chapter 4 Managing Backup Devices Display number of active clients and connections ddboost show connections Use this command to display the number of active clients, the number of connections used for DD Boost, the number of connections used for a given group, and an overview of the available interfaces. Delete all storage units and their contents from the Data Domain system ddboost destroy This command removes all data from the storage units. The corresponding catalog entries should be removed manually. DD Boost User Set DD Boost user ddboost set user-name <user-name> Display the current user ddboost show user-name Reset the DD Boost user ddboost reset user-name Distributed Segment Processing Enable or disable Distributed Segment Processing ddboost option set distributed-segment-processing {enabled disabled} Display status of the Distributed Segment Processing option (whether enabled or disabled) ddboost option show distributed-segment-processing Reset Distributed Segment Processing to the default option (that is, enabled) ddboost option reset distributed-segment processing File Replication Enable file replication ddboost file-replication option set {encryption {enabled disabled} low-bw-optim {enabled disabled} Note the following: This option should be set on both the source and the destination Data Domain systems. Only an administrator can set this option. To use encryption, the encryption option should be enabled on both the source and the destination systems.

59 Quest NetVault Backup Administrator s Guide 59 Low-bandwidth optimization option is only recommended for networks with less than 6Mbps aggregate bandwidth. This option is disabled by default. For maximum filesystem write performance, leave this option disabled. Display status of the encryption or low-bandwidth optimization options (whether enabled or disabled) ddboost file-replication option show [low-bw-optim] [encryption] Reset the low-bandwidth optimization or encryption option for file replication ddboost file-replication option reset {low-bw-optim encryption} Display file replication statistics ddboost file-replication show stats Reset file replication statistics ddboost file-replication reset stats Display the status of a DD Boost file replication transfer ddboost file-replication show active Display the data transfer history between the source and destination systems ddboost file-replication show history [duration duration{day hr}] [interval hr] This command displays the amount of pre- and post-compressed data (in KB), network transfer data (in KB), low-bandwidth optimization factor, and number of errors. Interface Group (ifgroup) Add an interface ddboost ifgroup add interface <IP Address> Remove an interface from the group ddboost ifgroup del <IP Address> Before you issue this command, make sure that the interface that you want to remove is not in use by any backup or restore job. Enable Advanced Load Balancing and Link Failover ddboost ifgroup enable Disable Advanced Load Balancing and Link Failover ddboost ifgroup disable Remove the interfaces for Advanced Load Balancing and Link Failover and disable the ifgroup

60 60 Chapter 4 Managing Backup Devices ddboost ifgroup reset This command is equivalent to issuing the ddboost ifgroup disable command followed by multiple ddboost ifgroup del interface ipaddr commands. Display interfaces added to an ifgroup ifgroup show config Display Link Aggregation status ifgroup status Storage-Unit Create storage-unit ddboost storage-unit create <storage-unit-name> Delete storage-unit ddboost storage-unit delete <storage-unit-name> The corresponding catalog entries should be removed manually. Display the names of all storage units or the names of all files in a specified storage unit ddboost storage-unit show [compression] [storage-unitname] Use the compression option to display the original byte size, global compression, and local compression for all storage units. Statistics Show the read-write statistics, including number of errors ddboost show stats [interval seconds] [count count] Reset all statistics or clear all job connections when a network connection is lost ddboost reset stats NVBU Virtual Tape Libraries This section includes the following topics: NVBU VTL An Overview NVBU VTL Considerations Creating and Adding NVBU VTLs Configuring Software Compression Parameters Removing an NVBU VTL

61 4.5.1 NVBU VTL An Overview Quest NetVault Backup Administrator s Guide 61 Virtual Tape Libraries (VTLs) emulate tape libraries on disk, which allows disk-todisk backups. With VTLs, you have the flexibility to perform quick backups to disks, and during off-peak hours migrate or duplicate the backup to physical systems for off-site storage. The media manager does not distinguish between a virtual and a physical tape, which simplifies the process of setting up backup policies, including retirement period and rotation schemes. VTLs are represented as directories on the disk. Each VTL contains three directories named drives, slots, and media. These directories contain numbered sub-directories. The virtual drives reside as files within the drives sub-directories. These files contain links to the media files. The virtual tapes reside as media files within the media directory. When a virtual tape is moved between slot and drive, the media file itself stays in the media directory, and the drives and slots files are modified to emulate the moving of the media. A VTL can handle any number of concurrent NVBU Client backups. As with a physical library the number of drives contained in the VTL dictate how many simultaneous operations can be performed. The number of slots should be the same as or more than the number of configured drives. Different operating systems may impose limits on the maximum file size, which can affect the maximum VTL media size. Important: VTLs are independent of file systems (for example, NTFS, UFS, ext3, and others) and disk systems (for example, IDE, SCSI, iscsi, and others). However, file systems residing on removable drives are not supported NVBU VTL Considerations Before you start the procedure for creating a VTL, consider the following: NVBU performs a disk space check before creating a VTL to ensure that the target disk has sufficient space to accommodate the new VTL. On normal file systems you can use the disk space check feature to avoid errors during VTL creation. However, when creating an NVBU VTL on a third-party deduplication appliance or compressed file system, you should disable this feature. To disable disk space checks before VTL creation, refer to the Quest NetVault Backup Configuration Guide. During disk space checks the free space required on the disk is calculated as follows: Number of Slots * Media Capacity + <x> where <x> is the additional disk space considered for the following requirements: Disk space required to create the directory structure for VTL. It varies for different file systems.

62 62 Chapter 4 Managing Backup Devices Disk space required by other applications running on the system. By default, the additional space requirement is set to 20MB. To change this setting, refer to the Quest NetVault Backup Configuration Guide. If the target disk does not have sufficient space to accommodate the specified VTL, NVBU will terminate the device emulation process with an error Creating and Adding NVBU VTLs Figure 4-4: Add New Virtual Library window To create a VTL, follow these steps: 1. Open the NVBU Device Management window. 2. On the Add menu, click Add Library. This will open the Library Selection tab in the Add Library window. 3. Under Choose Library, right-click the target client, and select Create Virtual Library. 4. In the Add New Virtual Library window, configure the following parameters: Library Location Enter the location where the VTL is to be created. You must specify an existing path for the VTL. NVBU will not create any non-existing directories in the path. For example, enter C:\VirtualLibraries to create a VTL in the VirtualLibraries folder on the C drive. Library Name Enter a name for the VTL. The VTL name must be unique. The default name i s NewLibrary. Barcode Prefix For each VTL, NVBU will generate a barcode prefix and assign it to the media used by the VTL. If you change the barcode, you must assign a unique code to each VTL. Number of Drives Enter or select the number of drives for the VTL. You can create a maximum of 100 drives. Number of Slots Enter or select the total number of slots that will hold the media. You can specify a maximum of 999 slots.

63 Quest NetVault Backup Administrator s Guide 63 Media Capacity Enter or select the size of the virtual tape. The media size is specified in MB. The maximum size for a piece of media can be 800GB (that is, 819,200MB). Each slot will contain a piece of media of the given size. 5. Select OK to begin the VTL creation. The time taken by this process will depend on the platform, the number of slots, and the media size. A message will be displayed when the process completes. Click OK to close the dialog. Note: NVBU requires you to create the entire VTL before it is used for backups. For large VTLs, this process can take considerable amount of time. The NVSD Devices do not have this limitation. The entire disk-based capacity need not be provisioned before the device is used. The NVSD Devices can be considered as an alternative to large VTLs when creation time is an issue. 6. Add the VTL to the NVBU Server using the Automatic Device Configuration Wizard or the manual procedure. For more information, see Using the Automatic Device Configuration Wizard and Adding the Libraries Manually Configuring Software Compression Parameters To configure software data compression parameters for the VTL drives, follow these steps: 1. Open the Configure Device window. New Drive In the Add Library or Add Standalone Drive window, click the Configure tab, and then double-click the applicable drive. Existing Drive On the Devices tab, right-click the drive, and select Configure. 2. Click the Software Compression tab. 3. Configure the following parameters: Perform Software Data Compression To perform software compression, select this check box. The data will be compressed when it is transferred to the device during backup. Compression Decision Switch The value set for this parameter determines the minimum level of compression which must be achieved when data is compressed during a backup. For example, if you set the value to 80%, NVBU will attempt to compress the data during backup and perform one of the following: If the compressed data size is less than 80% of the original data size, the data will be written to virtual media in compressed form. If the compressed data size is more than 80% of the original data size, NVBU will not compress the data and complete a normal backup with the actual file size.

64 64 Chapter 4 Managing Backup Devices If you enter 80%, a file size of a 100MB must be <= 80MB after compression. If not, NVBU will backup the file uncompressed. The extent that data can be compressed is dependent on the data contents. Encrypted data will typically not compress. With some files, compression may actually result in a file that is larger than the original uncompressed file. Number of Data Blocks per Compression Unit Enter or select the number of data blocks per compression unit. The default block size is 32KB. This can be changed from the Configuration tab. For more information about media block size, see Configuring General Parameters. 4. Click OK to save the settings a Software Compression and NVDB Restores When an NVDB backup is restored, the available space on virtual tapes that contain compressed savesets is not reported correctly. As a work-around, you can do one of the following: Clear the Software Compression check box, and re-launch the job to scan the media. Manually scan the target media. If the media item is not displayed, follow these steps: a. Click the Media Request tab. b. Right-click the corresponding entry in this window, and select Hold. c. On the Devices tab, right -click the VTL, and select Scan. The will return the media to the drive. d. On the Media Request tab, right-click the entry, and select Off Hold Removing an NVBU VTL When you remove an NVBU VTL, the used media information is still stored in the NVDB. To remove an NVBU VTL completely, follow these steps: 1. On the Devices tab, right-click the VTL, and select Bulk Blank. This will remove all the job indexes associated with the data stored on the VTL. 2. Right-click the VTL, and select Remove. 3. Stop the NVBU Service. 4. Open.../config/diskdevices.cfg file (where... represents the NVBU installation directory) in a text editor. 5. Under the [libraries] and [drives] sections, delete all entries for the deleted VTL. 6. Save and close the file. 7. Locate the VTL directory on the hard disk, and remove it.

65 Quest NetVault Backup Administrator s Guide Start the NVBU Service Virtual Standalone Drives This section includes the following topic: Creating and Adding Virtual Standalone Drives Creating and Adding Virtual Standalone Drives Figure 4-5: Add New Virtual Drive window To create a virtual standalone drive, follow these steps: 1. Open the Device Management window. 2. On the Add menu, click Add Standalone Drive. This will open the Drive Selection tab in the Add Standalone Drive window. 3. Under Choose Drives, right-click the target client, and select Create Virtual Drive. 4. In the Add New Virtual Drive window, configure the following parameters: Drive Location Enter the location where you want to create the virtual drive. You must specify an existing path for the virtual drive. VBU will not create any non-existing directories in the path. Drive Name Enter a name for the standalone drive. The name must be unique. The default name is NewDrive. Barcode Prefix For each standalone drive, NVBU will generate a barcode and assign it to the media used by the drive. If you change the barcode, you must assign a unique code to each drive. Media Capacity Enter or select the size of the virtual tape. The media size is specified in MB. The maximum size for a piece of media can be 800GB (that is, 819,200MB). Ensure that sufficient space is available on the disk to create the virtual media. 5. Select OK to start the creation of standalone drive. Depending on the media size, this process may take a few minutes to complete. A message will be displayed when the process completes. Click OK to close the dialog.

66 66 Chapter 4 Managing Backup Devices 6. Add the virtual standalone drive using the Automatic Device Configuration Wizard or the manual procedure. For more information, see Using the Automatic Device Configuration Wizard and Adding the Libraries Manually NVBU Shared Virtual Tape Libraries This section includes the following topics: NVBU SVTL An Overview Planning for NVBU SVTLs NVBU SVTL Prerequisites Creating NVBU SVTLs Adding a Library to SVTL Controller Distributing SVTL Drives Sharing SVTL Drives NVBU SVTL An Overview Figure 4-6: An illustration depicting an SVTL NVBU SVTLs extend the VTL implementation and allow you to share a VTL with multiple NVBU machines for LAN-free backups. The SVTLs are supported on the following platforms: Windows Linux (x86 and x86-64) Solaris SPARC and Solaris x86-64 NVBU Windows SmartClient Virtual Arm Changer Virtual Drive 1 NVBU Linux SmartClient LAN Virtual Drive 2 Virtual Drive 2 Virtual Media Slots Housing Virtual Media NVBU Solaris SmartClient SVTL Disk Array Direct Connection (e.g. SCSI, Fibre Channel, etc.) Virtual Arm Changer Control Path

67 Quest NetVault Backup Administrator s Guide 67 The interface can be Fibre Channel, iscsi, or SCSI. On Linux and Solaris platforms, SCSI_FCP protocol is also supported. The disks can be of any size. However, operating system imposed limitations do apply. The SVTL size can be changed during runtime using CLI utilities Planning for NVBU SVTLs Before setting up an SVTL, consider the following: The SVTL size will depend on your disk size. Therefore, select a disk that meets your SVTL size requirements. The disk should be physically connected to all clients that will access the SVTL. The number of virtual drives for the SVTL will depend on the number of machines that will access the SVTL. However, it is not limited by the number of machines currently connected to the disk. You can configure additional drives for future use. Select the machine that will control the virtual arm changer. Although the SVTL drives can be shared or distributed among multiple clients, only one client controls the virtual arm changer NVBU SVTL Prerequisites This section includes the following topics: General Prerequisites Setting Up Raw I/O on Linux Setting Up Raw I/O on RedHat Linux Setting Up Raw I/O on RedHat Enterprise Linux 5 Setting Up Raw I/O on SUSE Linux a General Prerequisites Before creating an SVTL, ensure that the following requirements are met. Connect the disk array to all the NVBU Clients that will share the SVTL. The interface can be Fibre Channel, iscsi, or SCSI. On Linux and Solaris platforms, SCSI_FCP protocol is also supported. Only an unformatted disk that contains no mounted partitions or volumes can be used as an SVTL. A partition on a hard disk cannot serve as an SVTL. The additional requirements include the following: The disk should allow multiple interfaces. On Windows, any non-ejectable disk can serve as an SVTL. NVBU does not support Multipath, Powerpath, or software RAID technologies.

68 68 Chapter 4 Managing Backup Devices On Windows, you must delete the existing volumes on a disk or LUN before using it to create an SVTL. On Windows 7, Windows Vista, and Windows 2008, a new disk drive that is added should be first placed Online within the Disk Management administrative utility. When prompted to initialize the disk, select No. If you do not perform these steps, NVBU will not be able to create an SVTL on the disk. Linux has a pool of raw device nodes that should be bound to a block device before raw I/O can be performed on it. There is a raw device controller that acts as the central repository of raw to block device binding information. Binding is performed using a utility named raw, which is normally supplied by the Linux distributor. If using a disk or RAID volume on a SAN, edit the file /kernel/drv/sd.conf on Solaris Clients hosting the SVTL or sharing the drives. Enter the values for SCSI ID and LUNS to scan the appropriate disks and volumes in the following format: name="sd" class="scsi" target=6 lun=5; In the event that a machine running a Solaris OS is to utilize an SVTL, the hard disk that is to house it should be partitioned into a single large Backup partition. Utilize any relevant commands to set up the target hard disk so that it contains a single partition. Determine the client that will control the virtual arm changer b Setting Up Raw I/O on Linux To set up raw I/O on Linux, you require the following: One or more free IDE or SCSI disk partitions. A raw device controller named /dev/rawctl or /dev/raw. If this is not present, type the following command to create a symbolic link: # ln -s /dev/your_raw_dev_ctrl /dev/rawctl To set up raw I/O, follow these steps: 1. At the prompt, type the following command to display information from the file devices.txt. This file usually resides in the /usr/src/linux/documentation directory: ls /dev/rawctl or ls /dev/raw/raw1 2. Logged in as root, type the following command to create the device: mknod /dev/rawctl c Set the following permissions: crw-rw

69 Quest NetVault Backup Administrator s Guide 69 If you also require /dev/raw/raw1 and /dev/raw/raw2, follow the same procedure using the proper numbers listed in devices.txt and set the same permissions c Setting Up Raw I/O on RedHat Linux The following example shows how to set up raw I/O on RedHat Linux. The raw partition used is /dev/sda5. 1. Calculate the number of 4096-byte pages in this partition, as shown in the following example: # fdisk /dev/sda Disk /dev/sda: 255 heads, 63 sectors, 1106 cylinders Units = cylinders of * 512 bytes num_pages = floor( (( )*16065*512)/4096 ) num_pages = Bind an unused raw device node to this partition. This needs to be done each time the machine is rebooted. You must be logged in as root to run this command: # raw /dev/raw/raw1 /dev/sda5 3. For persistent binding, open the file /etc/sysconfig/rawdevices and append the following line: dev/raw/raw1 /dev/sda5 Restart the system or type the following command: # /etc/rc.d/init.d/rawdevices start 4. Set appropriate read permissions on the raw device controller and the disk partition. Set appropriate read and write permissions on the raw device d Setting Up Raw I/O on RedHat Enterprise Linux 5 The raw devices interface has been deprecated in Red Hat Enterprise Linux 5; the raw device mapping is now performed using udev rules.to do this correctly, add the appropriate entries to the file /etc/udev/rules.d/60-raw.rules in the following format: For Device Names: ACTION=="add", KERNEL=="<device name>", RUN+="/bin/raw / dev/raw/rawx %N" For Major or Minor Numbers: ACTION=="add", ENV{MAJOR}=="A", ENV{MINOR}=="B", RUN+="/ bin/raw /dev/raw/rawx %M %m" Replace <device name> with the name of the device that you want to bind (for example, /dev/sda1); A and B with the major or minor numbers of the device you want to bind, and X with the raw device number that you want the system to use.

70 70 Chapter 4 Managing Backup Devices If you have a large pre-existing /etc/sysconfig/rawdevices file, convert it using the following script: #!/bin/sh grep -v "^ *#" /etc/sysconfig/rawdevices grep -v "^$" while read dev major minor; do if [-z $minor ]; then echo ACTION==\ add\, KERNEL==\ ${major##/dev/}\, RUN+=\\ /bin/raw $dev%n\" else echo ACTION==\ add\, ENV{MAJOR}==\ $major\, ENV{MINOR}==\ $minor\, RUN+=\\ / bin/raw $dev%m%m\ $dev%m%m\ fi done e Setting Up Raw I/O on SUSE Linux On SUSE Linux, the raw disk partitions are administered in the /etc/raw file. This is a plain text file containing comments and examples for possible configurations. Once created, bind the raw devices. You do this by starting them with the script /etc/init.d/raw. Use the chkconfig(8) utility to ensure that the raw device binding occurs after any restart Creating NVBU SVTLs To create an SVTL, follow these steps: 1. Open the Device Management window. 2. On the Add menu, click Add Library. This will open the Library Selection tab in the Add Library window. 3. Under Choose Library, right-click the applicable system, and select Create SVTL. 4. In the Create New Shared Virtual Tape Library, configure the following parameters:

71 Quest NetVault Backup Administrator s Guide 71 Figure 4-7: Create New Shared Virtual Tape Library window Library Device Select the target drive. Depending on the operating system, the list will include the following items: Windows PhysicalDrive1, PhysicalDrive2, and so on Linux /dev/raw/raw1, /dev/raw/raw2, and so on Solaris /dev/rdsk/c0t0d0s0, /dev/rdsk/c1t1d0s0, and so on Device Description This parameter indicates the disk type. Device Size This parameter indicates the disk size. Device Block Size This parameter indicates the block size. Previously Formatted as SVTL? This parameter indicates whether the selected disk was previously formatted as an SVTL. Barcode Prefix For each SVTL, NVBU will generate a barcode and assign it to the media used by the SVTL. If you change the barcode, you must assign a unique code to each SVTL. Number of Drives Enter the number of drives for the SVTL. The number of drives can be more than the number of NVBU Clients currently connected to the disk. The additional drives can be used in future to connect more clients. Number of Media Items Enter the total number of slots that will hold the media. Media Capacity Enter the media size in MB. When creating an SVTL, NVBU stores some information about the SVTL on the disk, which consumes a few megabytes of space. Take this into consideration when you configure the media capacity.

72 72 Chapter 4 Managing Backup Devices 5. To determine the required disk size for an SVTL with the given specifications, click Calculate Size Required. If the required disk size is larger than the actual disk size, reduce the number of Media Items and Media Capacity. 6. Select OK to initiate the creation of SVTL. 7. When the process completes, a Final Confirmation window will appear. To format the SVTL, provide the following details: Password Enter the NVBU password for the system. Confirmation Phrase Enter the text FORMAT SVTL. Click Format. 8. When formatting completes, a message will be displayed. Click OK to close the dialog Adding a Library to SVTL Controller To add the SVTL to the NVBU Client that will control the virtual arm changer, follow these steps: 1. Open the Device Management window. 2. On the Add menu, click Add Library. This will open the Library Selection tab in the Add Library window. 3. Under Choose Library, double-click the SVTL Controller node. Alternatively, right-click the node, and select Open. This will list the attached libraries in the device tree. 4. Open the SVTL Robotic Libraries node to display the SVTL. 5. Double-click the SVTL. Alternatively, right-click the SVTL, and choose Select. 6. To distribute or share the SVTL drives, see Distributing SVTL Drives and Sharing SVTL Drives Distributing SVTL Drives You can add an SVTL drive to a SmartClient for exclusive use. To distribute the SVTL drives among multiple SmartClients, follow these steps: 1. Click the Drive Selection tab. 2. Open the client to which drive is to be added. 3. Open the SVTL Channel node to list the available SVTL drives. 4. Enter 1 in Select for Drive Bay. 5. Under Choose Drives, double-click drive 1. Alternatively, right-click the drive, and choose Select. This will display the drive picture, type, and details in the Selected Drives area. 6. Repeat steps 2 through 5 to add the remaining shared drives. Change the client, drive number, and bay for each drive.

73 Quest NetVault Backup Administrator s Guide To configure the drive parameters, see Configuring Physical Tape Drives Sharing SVTL Drives To share the SVTL drives with multiple SmartClients, follow these steps: Note: Each drive that is to be shared by more than one SmartClient requires a Dynamically Shared Drive (DSD) licence. 1. Click the Drive Selection tab. 2. Open the SVTL Controller node. 3. Open the SVTL Channel node to list the available SVTL drives. 4. To share the drives: a. Enter 1 in Select for Drive Bay. b. Under Choose Drives, double-click drive 1. Alternatively, right-click the drive, and select Add Shared. This will display the drive picture, type and details in the Selected Drives area. c. Repeat steps a and b for the remaining drives that are to be shared, Change the drive number and bay for each drive. 5. To add the shared drives to clients: a. On the Drive Selection tab, open the client to which you want to add the drive. b. Open the SVTL Channel node to list the shared SVTL drives. c. Enter 1 in Select for Drive Bay. d. Under Choose Drives, double-click drive 1. Alternatively, right-click the drive, and select Add Shared. This will display the drive picture, type and details in the Selected Drives area. e. Repeat steps a and b for the remaining shared drives that are to be added. Change the drive number and bay for each drive. 6. Repeat step 5 for each client to which you want to add the shared drives. 7. To configure the drive parameters, see Configuring Physical Tape Drives Adding Tape-Based Devices This section includes the following topics: Using the Automatic Device Configuration Wizard Adding the Libraries Manually Adding Standalone Drives Manually

74 74 Chapter 4 Managing Backup Devices Using the Automatic Device Configuration Wizard The Automatic Device Configuration wizard can be used to add and configure backup devices manufactured by several vendors. NVBU automatically starts scanning for new devices in the NVBU Domain when you start the NVBU Service. Note: To disable automatic scanning of devices, refer to the Quest NetVault Backup Configuration Guide. Figure 4-8: Automatic Device Configuration wizard To automatically configure a backup device, follow these steps: 1. Open the NVBU Device Management window. 2. The Automatic Device Configuration wizard will start automatically when a qualified device is detected. Follow the wizard as it guides you through the configuration steps. 3. Verify the device details, and click Yes to start the configuration procedure. 4. Configure the following parameters: Name NVBU assigns a default name to a backup device for identification, which is displayed here. To change the library name, enter the new string in Name. Configure Performance Options To modify the default performance settings, select this check box. Scan Client for Remote/Shared Devices This option allows you to share the drives with multiple clients. For more information about sharing drives, see Adding Shared Devices in an NVBU Domain. For devices controlled by a single client, clear the check box. Click Next to proceed.

75 Quest NetVault Backup Administrator s Guide If the Configure Performance Options check box was selected in the previous step, reconfigure the following parameters to improve performance: Amount of Memory to Assign to Transfer Buffers Enter the transfer buffer size (or the shared memory size). The default value for this parameter is 257KB. Generally, the following rule applies for the shared memory size: shared memory=x*block size + 1 For more information about this parameter, see Tuning Drive Performance. Media Block Size Enter the media block size. The default value for this parameter is 32KB. For more information about media block size, see Configuring General Parameters. Click Next to proceed. 6. NVBU will add the device and display a message. Click Finish to complete the procedure. The device will be listed on the Devices tab a Figure 4-9: Automatic Device Configuration Wizard started manually Manually Starting the Device Configuration Wizard To start the wizard manually, follow these steps: 1. Open the Device Management window. 2. On the Add menu, click Auto-Configure Device. 3. In the Automatic Device Configuration window, configure the following parameters to begin the scanning process: Select Device Type Select the applicable option to search for Standalone Drives or Libraries.

76 76 Chapter 4 Managing Backup Devices Select Clients Select the check boxes corresponding to the clients to be scanned. Re-scan for Devices To force a re-scan instead of using the cached information, select this check box. 4. To scan for devices previously ignored using the Do Not Ask Again for This Device option, right-click the machine to which the device is physically connected, and then select Clear List of Ignored Devices. 5. Click Next to continue. 6. NVBU will scan the network for available devices and start the Automatic Device Configuration wizard when a qualified device is found. To add the device, perform steps 3 through 6 outlined in the section Using the Automatic Device Configuration Wizard Adding the Libraries Manually Figure 4-10: Library Selection tab To add a library manually, follow these steps: 1. Open the NVBU Device Management window. 2. On the Add menu, click Add Library. This will open the Library Selection tab in the Add Library window.

77 Quest NetVault Backup Administrator s Guide 77 Figure 4-11: Drive Selection tab 3. Under Choose Library, double-click the NVBU Server or SmartClient to which the device is attached. Alternatively, right-click the node, and select Open. 4. Open the applicable library type to display the available libraries. 5. Double-click the library. Alternatively, right-click the library, and choose Select. This will display the library picture, type, and details in the Selected Library area. 6. Click the Drive Selection tab. 7. Open the NVBU Server or SmartClient node to which the device is attached. 8. Open the applicable drive type to display the available drives. 9. Select the drive bays. a. Libraries with a Single Drive Double-click the drive. Alternatively, or right-click the drive, and choose Select. This will display the drive picture, type, and details in the Selected Drives area. b. Libraries with Multiple Drives 1.Enter 1 in Select for Drive Bay.

78 78 Chapter 4 Managing Backup Devices 2.Under Choose Drives, double-click drive 1. Alternatively, right-click the drive, and choose Select. This will display the drive picture, type, and details in the Selected Drives area. 3.Repeat steps 1 and 2 for the remaining drives. Change the drive number and bay for each drive. Note: While the drive number usually matches the bay number, depending on the library and drive configuration a different assignment of drives to bays might be necessary. If you experience failure during move or load/unload operations, consider adding your drives in a different order to their bays. 10.To configure the library and drive parameters, see Configuring Physical Tape Libraries and Configuring Physical Tape Drives. 11.To identify a device, NVBU assigns a default name which is displayed in Library Name box at the upper-right side of the window. You can save a device with its default name, or assign a new name to it. To change the library name, enter the new string in Library Name. 12.Click Save Details on the toolbar. The device will added and listed on the Devices tab. The status will change to online when the device initialization process completes Adding Standalone Drives Manually To add a standalone drive, follow these steps: 1. Open the NVBU Device Management window. 2. On the Add menu, click Add Standalone Drive. This will open the Drive Selection tab in the Add Standalone Drive window. 3. Under Choose Drives, double-click the NVBU Server or Client to which the device is attached. Alternatively, right-click the system, and select Open. 4. Open the SCSI Tape drive nodes to list the available drives under this node. 5. Double-click the drive. Alternatively, right-click the drive, and choose Select. This will display the drive picture, type. and details in the Selected Drives area. 6. Configure the applicable drive parameters. For more information, see Configuring Physical Tape Drives. 7. To identify a device, NVBU assigns a default name which is displayed in Device Name box at the upper-right side of the window. You can save the device with its default name, or assign it a new name. To change the device name, enter the new string in Device Name. 8. Click Save Details on the toolbar. The device will be added and listed on the Devices tab. The status will change to online after the device initialization process completes.

79 4.9.0 Configuring Physical Tape Libraries Quest NetVault Backup Administrator s Guide 79 The default properties for a library can be set while adding a device or modified later from the Modify Library window. To set or change the library settings, follow these steps: 1. Open the Configure Device window. New Library In the Add Library window, click the Configure tab. In the device list, double-click the applicable library. Alternatively, right-click the device, and select Configure. Existing Library On the Devices tab, right-click the target library, and select Modify. In the Modify Library window, click the Configure tab. In the device list, double-click the applicable library. Alternatively, right-click the device, and select Configure. 2. In the Configure Device window, click the Configuration tab. 3. Depending on the type of library, the configuration settings may vary. This section only outlines the generic parameters that apply to most libraries. For more information about the device-specific parameters, contact Quest Support. Note: The default settings for the following parameters should not be changed, unless otherwise advised by Quest Support. Need Command to Open Entry/Exit Port Do Not Issue Unload Commands to Drives Must Unload Drive(s) to Open Door Do Not Overlap Commands to Arm and Drive Entry/Exit Port Locks Arm Return Inactive Media to Slot Delay Enter the timeout value for media inactivity. The media is returned back to the slot if no activity occurs within the specified interval. The default value for this parameter is zero. With the default value, the media is retained in the drive indefinitely. Mark Unknown Media Blank With this check box selected, NVBU will not read the tape headers and will just mark any media it does not recognize as BLANK. You still need to run the Blank command to actually delete the data and use the media for backups. Do Not Scan Unknown Media When you add tapes to a library, and close the door (or restart the library), NVBU takes an inventory by reading the media barcodes. If NVBU cannot find the barcode for a piece of media in the NVBU Media Database, that tape is marked as UNKNOWN. You can use the Mark Unknown Media Blank parameter to mark such media items as BLANK.

80 80 Chapter 4 Managing Backup Devices If you do not mark the unknown tapes as BLANK, NVBU starts loading each unknown tape into one of the drives to scan for backups and on-tape indices. On very large systems, this can increase the burden on the drive resources. If you do not want to scan the unknown tapes automatically, select the Do Not Scan Unknown Media check box. This will leave such tapes with the UNKNOWN tag. This option only applies to the selected library. To apply this parameter to an existing library, you must remove the library and re-add it. You can also select this as a default setting for all new libraries. For more information, refer to the Quest NetVault Backup Configuration Guide. 4. If required, configure the drive cleaning parameters. For more information, see Configuring Slots and Barcodes for Cleaning Media. 5. For mixed media settings, see Adding and Configuring a Mixed Media Library. 6. Click OK to save the settings Configuring Physical Tape Drives To configure the drive parameters, follow these steps: 1. Open the Configure Device window. New Drive In the Add Library or Add Standalone Drive window, click the Configure tab, and then double-click the applicable drive. Existing Drive On the Devices tab, right-click the drive, and select Configure. 2. Configure the required parameters outlined in the following sections: Note: Depending on the type of drive, the configuration settings may vary. This section only outlines the generic parameters that apply to most drives. For more information about the drive-specific parameters, contact Quest Support. Configuring General Parameters Configuring NDMP Parameters Tuning Drive Performance Collecting Drive Performance Statistics Configuring Timeout for SCSI Commands 3. Configure the drive cleaning parameters, if required. For more information, see Configuring Slots and Barcodes for Cleaning Media. 4. Click OK to save the settings.

81 Configuring General Parameters On the Configuration tab, set the required parameters. Quest NetVault Backup Administrator s Guide 81 Important: The default settings for these parameters should not be changed, unless otherwise advised by Quest Support. Device Serial Number The parameter specifies the device serial number. End of Media Warning This parameter specifies the amount of media reserved at the end of the tape at which the end of media warnings are issued. This value is specified in MB. The default value is 0MB. Cleaning Tapes Supported This parameter specifies whether the library supports automatic cleaning tapes or not. The default value is usually correct, unless certain library models have a different setting. Time (in seconds) to Wait for Tape to Go Ready This parameter specifies the timeout interval for media availability. This includes the time for the drive to load and spool media, and transit from busy and becoming busy states to read a SCSI command. NVBU will raise a Media Request if all these do not occur in the specified interval. The timeout value is specified in number of seconds. The default value for this parameter is 600 seconds. Time (in seconds) to Wait to Stop Reporting No Media Present This parameter specifies the time NVBU will wait for a drive to stop indicating the no media present status and start showing the media loaded message. The timeout value is specified in number of seconds. The default value for this parameter is 60 seconds. Time (in seconds) to Wait for Cleaning Tape to Start Reporting Cleaning Drive This parameter specifies the time NVBU will wait for the cleaning drive to load and spool cleaning tapes and send the cleaning initiation message. The timeout value is specified in number of seconds. The default value for this parameter is 20 seconds. Time Between Polling Empty Drives This parameter specifies the interval at which NVBU will check a standalone drive for the purpose of detecting a tape in the device. This value is specified in number of minutes. The default value for this parameter is zero. With the default value, NVBU will not check the empty drives. Media Block Size This parameter specifies the block size for data read or written to the media. The default value for this parameter is 32KB. The media block size can be increased in increments of 1KB, but many devices may only accept a value in the multiples of 4KB or 32KB. Note: The changes to the media block size settings will only apply to blank media. If you are reusing media, blank it first for these changes to take effect.

82 82 Chapter 4 Managing Backup Devices Large media blocks enable reading and writing of larger blocks of data, thereby reducing the number of times a backup needs to read data and write it to media. However, this does not always imply an overall faster backup. The maximum media block size is limited by several factors, including the operating system, SCSI adapter, and make, model, and type of drives. On Linux/UNIX platforms, you can increase the media block size for optimum performance. On Windows, you might be required to change the registry setting MaximumSGList to use block sizes larger than 64KB. Before changing this setting, ensure that the SCSI bus is only used by the tape devices. If other devices also use the SCSI bus, this registry change might prevent them from working. If you want to apply these changes only to a specific channel on the HBA, consult the hardware vendor. To change the registry setting, follow these steps: a. Open the Registry Editor. (On the Taskbar, click Start and select Run. In the Run window, enter regedit.) b. Open the [HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\ Services\<HBA Vendor>\Parameters node where <HBA Name> is specific to your SCSI card (for example, QL2200 for a Qlogic 2200 card). c. Create the Device key if it not present. d. Under Device key, add the DWORD registry type if it is not present. Set DWORD to MaximumSGList. e. Calculate the hexadecimal value: 32-bit Systems MaximumSGList = ((Maximum Block Size) / 4KB) + 1 For example, if the block size is set to 256KB, the value for this key will be (256KB/4KB) + 1 = 65. The decimal value will be 65 and the hexadecimal value will be 0x41. The block size can be set from 64KB through 1MB. The maximum value will be 255 (decimal) or 0xFF (hexadecimal) for 1MB block size. 64-bit Systems On 64-bit systems, the default OS page size is 8KB. Therefore, the maximum transfer size can be 2MB. MaximumSGList = ((Maximum Block Size) / 8KB) +1 f. Reboot the system to apply the changes. Time (in seconds) to Wait for Plugin to Connect This parameter specifies the timeout value for the plug-in to connect to NVBU. The job will be aborted if connection cannot be established within the specified interval. This value is specified in number of seconds. The default value for this parameter is zero. With the default value, the job will not be timed out.

83 Quest NetVault Backup Administrator s Guide 83 Support Short Reads With this check box selected, the drive will support short reads. Compression This option allows you to use the tape s built-in compression functionality. This feature is not supported by all the drives. The amount of compression will vary depending on the type of data and the drive compression algorithm. Consult the hardware documentation to determine the compression rates for the drive. On some tapes, compression can be configured in the hardware, which will override this setting Configuring NDMP Parameters The NDMP parameters are available on the NDMP Configuration tab. The default settings for any parameter on this tab should not be changed unless otherwise advised by Quest Support Tuning Drive Performance On the Performance tab, configure the following parameters: Open Disk Media for Synchronous IO on UNIX If your RAID system can respond instantaneously to synchronous IO writes, select this check box. It allows multiple streams to generate output at similar rates resulting in similar jobs ending at the same time (at the expense of overall throughput). Under most circumstances, it is best to leave this option at the default disabled state to achieve best overall performance. Amount of Memory to Assign For Transfer Buffers The transfer buffer or the shared memory is allocated in blocks of 32KB. The default size for this buffer is 257KB and can be increased for faster performance. The formula to calculate a valid buffer size is given below: (<Total number of buffers> x 32Kb) + 1 byte On Linux/UNIX, you require sufficient RAM and large Shared Memory segment. Before increasing the transfer buffer size, check the following parameters on these platforms: Maximum size of a shared memory segment (SHMMAX) Minimum size of shared memory segment (SHMMIN) Maximum number of shared memory identifiers in the system (SHMMNI) Maximum number of shared memory segments a user process can attach (SHMSEG) Maximum number of semaphore identifiers in the system (SEMMNI) Maximum number of semaphores in a set (SEMMSL) Maximum number of semaphores in the system (SEMMNS) Maximum number of operations per semop call (SEMOPM) Semaphore maximum value (SEMVMX)

84 84 Chapter 4 Managing Backup Devices The total allowed shared memory is determined by the formula SHMMAX * SHMSEG. These values are often limited by the ulimit setting, and the command ulimit -a can be used to view these system settings. On Windows, you require at least 2GB RAM and large virtual memory. You might also have to change the maximum SGlist parameter on the SCSI card. Some examples of the optimal values that can be specified for some of the drives are given below: Drive Type Fast Modern Tape Drives For example, LTO series, SDLT, and SAIT Medium Speed Tape Drives For example, DLT8000, DLT7000, and AIT-3 Older Professional Tape Drives For example, DLT2000, DLT4000, and AIT-2 Older Low Capacity Low-end Drives For example, EXB-8505, AIT-1, and DAT Optimal Transfer Buffer Value (64MB + 1KB) (32MB + 1KB) (16MB + 1KB) 8193 (8MB + 1KB) Number of Media Blocks to Write/Read at a Time We recommend that you do not change the values for these two parameters. If you change the value, record them as it will be necessary to re-apply them if the drive is reinstalled. Restores require the same values that were set at the time of backup and will fail if the settings do not match. Lock Transfer Buffer in Memory This option locks the allocated transfer buffer position in memory, increasing the potential performance and preventing another process from using it when NVBU is running. Leave this check box selected unless otherwise advised by Quest Support Collecting Drive Performance Statistics On the Statistics tab, configure the following parameters: Note: NVBU collects statistics for complete data transfer between the client and device during a job execution. It records excessive soft read and write errors for the drive, but does not collect data for individual read and write actions on the device. Gather Statistics on Device Performance To log the drive performance, statistics, select this check box. This information facilitates troubleshooting. However, it also increases the size of the NVDB. You can view this information from the Device Logs tab.

85 Quest NetVault Backup Administrator s Guide 85 Gather Statistics on Data Channel Performance To log the Data Channel statistics, select this check box. This information facilitates troubleshooting. However, it also increases the size of the NVDB.You can view this information from the Device Logs tab. Record Drive Performance To record the drive performance details with each job that uses the drive, select this check box. You can view these logs from the NVBU Logs window. Length of Time Between Sampling Drive Transfer Rates Enter or select the interval at which NVBU collects the Drive Transfer Rate statistics. The value for this parameter is specified in number of seconds. The default value is 60 seconds Configuring Timeout for SCSI Commands On the SCSI Configuration tab, the default timeout value for the different types of SCSI commands is set to zero, which correspond to the following intervals: Fast SCSI Commands 300 seconds Slow SCSI Commands 900 seconds Very Slow SCSI Commands 3 hours An error is logged if a command execution does not complete within the specified interval. You should not change the default timeout for any of the SCSI commands unless otherwise advised by Quest Support Configuring Drive Cleaning Parameters for Physical Tape Drives This section includes the following topics: Configuring Slots and Barcodes for Cleaning Media Configuring Number of Cleaning Lives Establishing Automatic Cleaning Routine Cleaning a Drive Manually Viewing the Drive Cleaning Status Configuring Slots and Barcodes for Cleaning Media Before loading a cleaning tape, you must configure the slots that will hold the cleaning media, and specify the barcodes for the cleaning media. To configure the cleaning media details, follow these steps: 1. On the Devices tab, right-click the applicable library, and select Modify. 2. In the Modify Library window, click the Configure tab.

86 86 Chapter 4 Managing Backup Devices 3. In the device list, double-click the library. Alternatively, right-click the library, and select Configure. 4. Click the Cleaning tab, and configure the following parameters: Automatic Cleaning Supported This check box is selected by default for libraries that support automatic cleaning. Barcode Prefix(es) of Cleaning Media Enter the barcode prefixes for cleaning media. To specify multiple cleaning tapes, separate the barcodes using a comma. If you do not use the barcode labels of tape media, you can omit this option. Cleaning Slots Enter the slot numbers that will hold the cleaning media. For multiple slots, use comma delimiter. Note: The barcode prefixes (if applicable) and slot numbers are used to identify and place the cleaning media in the reserved slots. To set the cleaning lives option, the cleaning media should be placed in the designated slots. 5. Click OK. 6. Click Save Details on the toolbar. Alternatively, on File menu click Save a Configuring Generic Cleaning Properties To configure generic cleaning properties for a drive, follow these steps: 1. In the Modify Library window, double-click the drive. Alternatively, right-click the drive, and select Configure. 2. Click the Generic Cleaning tab. 3. Configure the following parameters: Length of Cleaning Cycle Enter or select the duration of the cleaning cycle. The value is specified in number of seconds. The default value for this parameter is 350 seconds. Issue a Load Command to Start Cleaning Cycle If the drive requires a load command to initiate a cleaning cycle, select this check box. List of ASC/ASQ Codes that Indicate Cleaning has Completed If required, enter the ASC/ASCQ SCSI codes for cleaning. Use Generic Cleaning Select this check box. 4. Click OK. 5. Click Save Details on the toolbar. Alternatively, on File menu click Save.

87 Configuring Number of Cleaning Lives Quest NetVault Backup Administrator s Guide 87 To configure the number of cleaning lives for a tape, follow these steps: 1. On the Devices tab, right-click the cleaning slot, and select Life. 2. In the Lives box, enter or select the number of times the tape can be used for cleaning a drive. 3. Click OK to save the setting Establishing Automatic Cleaning Routine To establish automatic cleaning routine for a drive, follow these steps: 1. On the Devices tab, right-click the target drive, and select Clean Properties. 2. In the Cleaning Interval window, select the applicable check box, and enter or select the interval: Days Use this option to perform drive cleaning after every x days. Data Transferred Use this option to perform drive cleaning after every x GB of data transfer. Hours of Use Use this option to perform drive cleaning after every x hour. Soft Read/Write Errors Use this option to perform drive cleaning after every x*100 soft read/write errors. 3. Click OK to save the settings Cleaning a Drive Manually To clean a drive manually, follow these steps: 1. On the Devices tab, right-click the applicable drive, and select Clean. 2. In the confirmation dialog, click Yes to start the cleaning routine. 3. After the cleaning routine completes, a message will be displayed. Click OK to close the dialog Viewing the Drive Cleaning Status To check the status of a cleaning drive or slot, follow these steps: 1. On the Devices tab, right-click the applicable drive, and select Status. 2. In the Status window, click the Cleaning tab to display the following details: Date Last Cleaned The date on which the drive last cleaning operation was performed. Time since Last Clean Time elapsed since the last automatic or manual cleaning operation. Times Cleaned The number of times the drive has been cleaned.

88 88 Chapter 4 Managing Backup Devices Data Transferred since Last Clean The amount of data read or written since the last cleaning operation. Time in Use since Last Clean The number of times the drive has been used for read or write operations since the last cleaning operation. Soft Errors Reported since Last Clean The number of read or write errors reported since the last cleaning operation. 3. Click OK to close the window Adding Shared Devices in an NVBU Domain Drive sharing requires an infrastructure where multiple machines can establish direct paths to the devices, such as in a switched Fibre Channel environment. In such environments, you can share the devices with multiple SmartClients for better resource utilization through direct access. The shared drives can be controlled by multiple machines (NVBU Server, Client, or Filers), but the library arm changer remains under the control of one NVBU Client. Each device that is to be shared by more than one NVBU Client uses a Dynamically Shared Device (DSD) license. The following sections describe the procedure for adding shared devices in an NVBU Domain. Before you proceed, make sure all the target NVBU Clients are added to the NVBU Server. Important: You should not execute any changes for a drive while it is actively being used. All jobs that use the drive must be inactive before any changes are implemented Adding Shared Devices Automatically To add dynamically shared devices using the Automatic Device Configuration Wizard, follow these steps: 1. Open the NVBU Device Management window. If the Automatic Device Configuration wizard fails to start when you open this window, start it manually. For more information, see Manually Starting the Device Configuration Wizard. 2. Click Yes to begin configuring the detected device. Follow the wizard as it takes you through the configuration steps. 3. In the Add Library window configure the following parameters:

89 Quest NetVault Backup Administrator s Guide 89 Figure 4-12: Automatic Device Configuration Wizard for sharing drives Name NVBU assigns a default name to a backup device for identification, which is displayed here. To change the library name, enter the new string in Name. Configure Performance Options To modify the default performance settings, select the Configure Performance Options check box. Scan Client for Remote/Shared Devices Ensure this check box is selected. Re-scan Clients for Devices Select this check box to force a re-scan instead of using the cached information. This is normally done if there have been changes in the I/O infrastructure that would require a re-scan, such as a change in the Fibre Channel SAN. Clients Under Select Clients, select the clients that are to be scanned for shared drives. For NDMP Filer-attached devices, select the NVBU Server. 4. If the Configure Performance Options check box was selected in the previous step, reconfigure the following parameters to improve performance:

90 90 Chapter 4 Managing Backup Devices Figure 4-13: Automatic Device Configuration Performance Options Amount of Memory to Assign to Transfer Buffers Enter the transfer buffer size (or the shared memory size). The default value for this parameter is 257KB. Generally, the following rule applies for the shared memory size: shared memory=x*block size + 1 For more information about this parameter, see Tuning Drive Performance. Media Block Size Enter the media block size. The default value for this parameter is 32KB. For more information about media block size, see Configuring General Parameters. 5. Click Next to proceed. 6. NVBU adds the shared drives to all the existing NVBU Clients. Click Finish to complete the procedure Adding Shared Devices Using the Semi-Automatic Method The semi-automatic method involves adding the library and drives to one node exclusively, and then performing an automatic detection of the drives on all the NVBU Clients. This method will add the shared drives to all the NVBU Clients with access to these drives. To add shared devices using the semi-automatic method, follow these steps: 1. Open the NVBU Device Management window. 2. On the Add menu, click Add Library. This will open the Library Selection tab in the Add Library window.

91 Quest NetVault Backup Administrator s Guide Under Choose Library, double-click the NVBU Server or SmartClient to which the device is attached. Alternatively, right-click the system, and select Open area. 4. Open the applicable library type to display the available libraries. 5. Double-click the library. Alternatively, right-click the library, and choose Select. This will display the library picture, type, and details in the Selected Library area. 6. Click the Drive Selection tab. 7. Open the NVBU Server or SmartClient node to which the device is attached. 8. Open the applicable drive type to display the available drives. Important: When selecting the drives to be shared, ensure that the drives are assigned to the appropriate bay (data transfer element address). To obtain the correct bay number for each drive, refer to the relevant Library Operations or User s Guide. 9. Right-click the drive to be shared, and select Add Shared. 10.Change the bay number. 11.Repeat steps 9 and 10 for all drives that are to be shared. 12.Click the Configure tab. 13.Right-click the robotic arm, and select Scan for Shared Drives. Note: At this time NVBU will probe all NVBU Clients in the clients list for devices that match the serial numbers of those that have already been added as a result of steps 9 through Enter an appropriate name in Library Name. 15.Click Save Details on the toolbar. The library will be added and listed on the Devices tab. The status will change to online when the library initialization process completes Adding Shared Devices Manually The manual method of sharing devices gives more flexibility. However, this method requires you to manually share and add each drive to the required NVBU Clients. To add the shared devices manually, follow these steps: 1. Open the NVBU Device Management window. 2. On the Add menu, click Add Library. This will open the Library Selection tab in the Add Library window. 3. Under Choose Library, double-click the NVBU Server or SmartClient to which the device is attached. Alternatively, right-click the system, and select Open.

92 92 Chapter 4 Managing Backup Devices 4. Open the applicable library type to display the available libraries. 5. Double-click the library. Alternatively, right-click the library, and choose Select. This will display the library picture, type and details in the Selected Library area. 6. Click the Drive Selection tab. 7. Open the NVBU Server or SmartClient node to which the device is attached. 8. Open applicable drive type to display the available drives. Note: When selecting the drives to be shared, ensure that the drives are assigned to the appropriate bay (data transfer element address). To obtain the correct bay number for each drive, refer to the relevant Library Operations or User s Guide. 9. Right-click the drive to be shared, and select Add Shared. Important: When selecting the drives to be shared, match the drives by the Serial Number. To obtain the serial number, right-click the drive to be shared, and select Configure. On the Configuration tab, review the Serial Number. 10.Open the NVBU SmartClient which will share the drive. 11. Open appropriate drive type to display the available drives. 12.Right-click the corresponding drive which will be shared, and select Add Shared. 13.Perform steps 7 through 12 for each drive that will be shared. 14.Enter an appropriate name in Library Name. 15.Click Save Details on the toolbar. The library will be added and listed on the Devices tab. The status will change to online when the library initialization process completes Modifying Existing Libraries a Adding Shared Drives to Non-Shared Library Using the Semi- Automatic Method To add the shared drives to a non-shared library using the semi-automatic method, follow these steps: 1. Right-click the library, and select Modify. 2. Click the Configure tab. 3. Right-click the robotic arm, and select Scan for Shared Drives. Note: At this time NVBU will probe all NVBU Clients in the clients list for devices that match the serial numbers of those that have already been added. 4. Click Save Details on the toolbar.

93 Quest NetVault Backup Administrator s Guide 93 The library will be added and listed on the Devices tab. The status will change to online when the library initialization process completes b Adding Shared Drives to Non-Shared Library Manually To manually add the shared drives to a non-shared library, follow these steps: 1. Right-click the library, and select Modify. 2. Click the Drive Selection tab. 3. Open the NVBU Server or SmartClient node to which the device is attached. 4. Open the applicable drive type to display the available drives. Note: When selecting the drives to be shared, ensure that the drives are assigned to the appropriate bay (data transfer element address). To obtain the correct number for each drive, refer to the relevant Library Operations or User s Guide. 5. Right-click the drive to be shared, and select Add Shared. 6. Increase or change the bay number. 7. Repeat steps 5 and 6 for each drive that will be shared. 8. Click Save Details on the toolbar. The library will be added and listed on the Devices tab. The status will change to online when the library initialization process completes Sharing Standalone Drives To add the standalone drives as shared, follow these steps: 1. On the Add menu, click Add Standalone Drive. This will open the Drive Selection tab in the Add Standalone Drive window. 2. Under Choose Drives, double-click the NVBU Server or SmartClient node to which the device is attached. Alternatively, right-click the system, and select Open. 3. Open the applicable drive type node to display the available drives. 4. Right-click the drive, and select Add Shared. This will display the drive picture, type, and details in the Selected Drives area. 5. Configure the applicable drive parameters. For more information, see Configuring Physical Tape Drives. 6. Click Save Details on the toolbar. The drive will added and listed on the Devices tab. The status will change to online when the drive initialization process completes.

94 94 Chapter 4 Managing Backup Devices Using Mixed Media Libraries This section includes the following topics: Organizing Media in a Mixed Media Library Adding and Configuring a Mixed Media Library Adding Media to a Library with Entry/Exit Ports Adding Media to a Library without Entry/Exit Ports Organizing Media in a Mixed Media Library Before adding a mixed media library, you must organize the media contained within the library so that like-types are grouped together in ranges of slots in the library. For example, for two media types, group each type together, and then place each group in a consistent range of slots. Note the slot locations for each type. This information will be required when configuring the library Adding and Configuring a Mixed Media Library To add a mixed media library, follow these steps: 1. Open the Device Management window. 2. On the Add menu, click Add Library. This will open the Library Selection tab in the Add Library window. 3. Under Choose Library, double-click the NVBU Server or Client to which the device is attached. Alternatively, right-click the applicable system, and select Open. 4. Depending on the library type, open the Robotic Libraries or NDMP Robotic Libraries node to list the attached libraries. 5. Double-click the library. Alternatively, right-click the library, and choose Select. The will display the library picture, type, and details in the Selected Library area. 6. Click the Drive Selection tab. 7. Open the server or client node to which the device is attached. 8. Open the applicable drive type to list the available drives. 9. To assign the correct drive bay to each drive: a. Enter 1 in Select for Drive Bay. b. Under Choose Drives, double-click drive 1. Alternatively, right-click the drive, and choose Select. This will display the drive picture, type, and details in the Selected Drives area. c. Repeat steps a and b for the remaining drives. Change the drive number and bay for each drive.

95 Quest NetVault Backup Administrator s Guide 95 Note: While the drive number usually matches the bay number, depending on the library and drive configuration a different assignment of drives to bays might be necessary. If you experience failure during move or load/unload operations, consider adding your drives in a different order to their bays. Figure 4-14: Mixed Media tab 10.Click the Configure tab, and double-click the target library in the device list. 11.In the Configure Device window, click the Mixed Media tab. Configure the following parameters: Slot Types This list specifies the slot range(s) for each media type. The slot ranges for each media type would be determined by how the media was organized in the library during initial setup. To create this list, assign a unique Slot Type Identifier for each media type and specify the corresponding slot range for it. The format for creating this list is given below: <SlotTypeIdentifier>=<SlotRange> To specify more than one slot range for a media type, create a separate list item. Comma-separated values are not supported. Use the same Slot Type Identifier for configuring the additional slots or slot ranges. When assigning a Slot Type Identifier, ensure that it allows you to easily identify the media type contained in the slot. No spaces are allowed in the values. Some examples are given below: SDLTMedia=1-10 STKRMedia=11-30 LTO1Media=31-60 LTO1Media=101

96 96 Chapter 4 Managing Backup Devices Drive Types This list specifies the types of drives that are available on the library. To create this list, assign a unique Drive Type Identifier for each media type and specify the corresponding drive number for it. The format for creating this list is given below: <DriveTypeIdentifier>=<DriveNumber> For multiple drives of the same type, configure each individual drive as a separate list item. Comma-separated values are not supported. Use the same Drive Type Identifier for configuring multiple drives of the same type. When assigning a Drive Type Identifier, ensure that it allows you to easily identify the drive type. No spaces are allowed in the values. Some examples are given below: SDLT=1 STKR=2 STKR=3 LTO1=4 Drive Types/Media Type Compatibilities This list specifies the supported media type for each drive type. The format for creating this list is given below: <DriveTypeIdentifier>=<SlotTypeIdentifier> Some examples using the above Drive Type and Slot Type Identifiers are given below: SDLT=SDLTMedia STKR=STKRMedia LTO1=LTO1Media This configuration ensures that a piece of media is only obtained from the corresponding slots when a particular type of drive is accessed. 12.Click Save Details on the toolbar. The library will be added to the server and listed on the Devices tab. The status will change to online when the device initialization process completes.

97 Quest NetVault Backup Administrator s Guide Adding Media to a Library with Entry/Exit Ports To add the media to a library that has an entry/exit port, follow these steps: 1. Open the Device Management window. 2. On the Devices tab, right-click the applicable library, and select Open Entry/ Exit Port. 3. Place the media in the EE port. 4. On the Devices tab, right-click the library, and select Close Entry/Exit Port. 5. A Close Entry/Exit Port window will appear. In the Media Type list, select the correct media type for the new media, and click OK. NVBU will automatically import the media and place it in a pre-configured slot of the same type. 6. Repeat steps 2 through 5 for the additional media. Note: Ensure that the media type for the new media is assigned correctly. An incorrect media type association would result in job failures. In addition, the library may be physically damaged as the arm changer attempts to place a wrong media item into a drive Adding Media to a Library without Entry/Exit Ports To add the media to a library that has no entry/exit ports, follow these steps: 1. Open the Device Management window. 2. On the Devices tab, right-click the applicable library, and select Open Door. 3. Place the media in an empty slot corresponding to the slot range assigned for the media type. 4. Repeat step 3 for the additional media. 5. On the Devices tab, right-click the library, and select Close Door. Note: Ensure that the media is placed in slots that corresponds to the slot range configured for the given media type. Placing the media into an incorrect slot would result in job failures. In addition, the library may be physically damaged as the arm changer attempts to place a wrong media item into a drive.

98 98 Chapter 4 Managing Backup Devices Administering Physical Tape Libraries This section includes the following topics: Viewing Device Statistics Modifying a Library Changing the Device View Type Opening and Closing a Library Door Opening and Closing Entry/Exit Ports Checking an Offline Drive Taking a Drive Offline in NVBU Loading and Unloading Media Exporting Media to Entry/Exit Port Restarting ACSLS or NDMP Libraries Removing a Physical Tape Library Viewing Device Statistics To view the device status and performance statistics, follow these steps: 1. On the Devices tab, right-click the applicable item (library, drive, or slot), and select Status. 2. The status window is organized as follows: Library Details The status window for a library includes the following tab: Details This tab displays the device name, the controlling machine name, and the current status of the library. Drive Status Window The status window for a drive includes two sections Drive and Media. Drive Details Click this tab to view the drive and media status Drive Statistics Click this tab to view the amount of data read and written, the number of read/write errors, and the dates on which the last read and write operations were performed. Library Info Click this tab to view the physical and logical position of the drive. Cleaning Click this tab to view the drive cleaning statistics. Statistics Click this tab to view the drive statistics.

99 Quest NetVault Backup Administrator s Guide 99 Media Details Click this tab to view the barcode, label, group label, media type, and other details. Statistics Click this tab to view the amount of space used and left, the total number of segments, and the dates on which the last read and write operations were performed. History Click this tab to view the reuse details, the amount of data read and written, and the number of read/write errors. Library Info Click this tab to view the slot number and the library name. Slot Status Window The status window for a slot includes two sections: Slot The Library Info tab under Slot displays the physical and logical position of the slot. Media This section is similar to the Media section for the drives described earlier in this section. 3. Click OK to exit Modifying a Library To modify a library, follow these steps: 1. On the Devices tab, right-click the applicable library, and select Modify. 2. Modify the required settings. For more information about the library settings, see Adding the Libraries Manually. 3. To save the new settings, click Save Details on the toolbar, or on File menu click Save Changing the Device View Type Figure 4-15: Physical View NVBU provides two device view types: Physical View This is the default view type. This view displays the actual structure of the library, including all drives, slots, and entry/exit ports. Media are shown at their current location in the library. Logical View This view is centered around the actual media in a library. The device tree consists of two folders Drives and Media. The libraries and

100 100 Chapter 4 Managing Backup Devices Figure 4-16: Logical View drives are grouped as Drives, and the Media are grouped according to the Group Label. To change the device view type, follow these steps: 1. On the Devices tab, right-click the applicable library, and select Change View. 2. NVBU will change the view from Physical to Logical or vice versa, and a display a message. Click OK to close the dialog Opening and Closing a Library Door Before opening the library door, you must issue the Open Door command from the NVBU Device Management window. NVBU attempts to put a software lock on the library door which prevents anyone from opening the door without issuing the Open Door command. If you do not issue this command, NVBU will not know when tapes are added, removed, or rearranged, and may attempt to load non-existent media. To open a library door from the NVBU Console, follow these steps: 1. On the Devices tab, right-click the applicable library, and select Open Door. The library will go offline when you open the door 2. To bring it back online, right-click, and select Door Closed Opening and Closing Entry/Exit Ports To open or close entry/exit ports, follow these steps: 1. On the Devices tab, right-click the applicable library, and select Open Entry/ Exit. 2. To close the port after placing the media, select Entry/Exit Closed. If you have placed a cleaning media item in the port, select Entry/Exit Closed with Cleaning Media to move the media item to a cleaning slot in the library.

101 Checking an Offline Drive Quest NetVault Backup Administrator s Guide 101 To check an offline drive on which a piece of media is loaded, follow these steps: 1. On the Devices tab, right-click the applicable drive, and select Check to run a self-test. 2. If the media item is found during the self-test, the status will change to online Taking a Drive Offline in NVBU To take a drive offline in NVBU, follow these steps: 1. On the Devices tab, right-click the drive and select Offline. This will mark the drive as offline and make it unavailable for use in NVBU. For shared drives, you can either mark an individual drive or all paths as offline. This process will not physically take the drives offline. 2. To bring the drive back online and make it available to NVBU, right-click it, and select Online. Note: A standalone physical drive cannot be brought online if the device is loaded. You must either restart the NVBU Service, or remove the media before selecting the Online option Loading and Unloading Media To load and unload media, follow these steps: 1. On the Devices tab, right-click the applicable slot, and select Load to load a piece of media on to an available drive. 2. To unload a piece of media, right-click the drive, and select Unload. In a library, the media will be moved to an available slot, while in a standalone drive the media will be ejected Exporting Media to Entry/Exit Port To export a piece of media to an entry/exit port, do the following: On the Devices tab, right-click the slot, and select Export Restarting ACSLS or NDMP Libraries If an ACSLS or an NDMP library encounters a network problem, do the following: On the Devices tab, right-click the library. and select Restart. This will restart the network and socket connections by removing them and adding the library again.

102 102 Chapter 4 Managing Backup Devices Removing a Physical Tape Library To remove a library, follow these steps: 1. On the Devices tab, right-click the library, and select Remove. 2. In the confirmation dialog, click OK to remove the library and its records from the NVDB. Note: When you remove a library, the media information will not be removed from the NVDB. You can still use the media on any other library that supports the media type. Scanning will not be required as long as the Controlling Server remains the same. On a different NVBU Domain, you must scan the media Importing NetApp VTL s Shadow Tape NetApp VTL's shadow tape option which allows you to quickly import a tape from the shadow tape pool whenever possible instead of obtaining the physical tape. To use shadow tapes, configure the Enable Shadow Tapes option on the filer and the library containing the virtual tape. For more information about enabling shadow tapes, consult the relevant NetApp VTL documentation. Use the tape barcode as the label for the virtual tape media. NVBU requires this method of labelling media to be fully functional. (This can be configured by selecting the Use Barcodes as Labels check box on the Media Manager tab of the Configurator.) With shadow tapes enabled, whenever a virtual tape is exported to a physical tape, the virtual tape is moved to the shadow tape pool. The shadow tape pool is invisible to the backup application and it is not listed as part of a virtual library. However, it is available for quick access if the physical tape is later imported. It is also available for reading if the physical tape is stored offsite or otherwise unavailable. The NetApp VTL manages the space used by shadow tapes. It can delete a shadow tape if more space is required for the new backup data. The administrator can set a preferred retention time for shadow tapes. If the retention period has not expired, the NetApp VTL will send a notification before deleting the shadow tape. To import a virtual tape, follow these steps: 1. On the Devices tab, right-click the library containing the virtual tape, and select Import Media. This will display the Select Shadow Tape Media Barcode for Import window which provides a list of media barcodes for the tapes available in the shadow tape pool. 2. In the Media Barcode list, select the barcode for the target media. Alternatively, enter the barcode.

103 Quest NetVault Backup Administrator s Guide Click OK. The requested tape will imported to the medium changer from the shadow tape pool or the physical library. If both the shadow tape and the physical tape are present, the shadow tape will be converted to a (read only) virtual tape, and imported to the EE port. If only the physical tape is available, a virtual tape will be created from the physical tape, and the virtual tape will be imported to the EE port. Important Notes The media requests for shadow tapes can only be used for Restore or Duplication tasks because the shadow tapes are converted to a virtual tapes with the read-only attribute set. The NVDB does not hold a permanent record of the shadow tape media. The database only stores the details of the actual media. The shadow tape attribute is associated with the media items when they are imported as shadow tape to the library. Therefore, all shadow media should be exported from the library before NVBU is stopped and restarted. If this is not done, the media items will lose the shadow attribute and will be recognized as read-only items. For the same reason, the shadow tape media should be exported before the library door is opened. Error messages will be displayed if you try to import media when nothing is available in the shadow tape pool or when the shadow tapes option is not supported on the device.

104 104 Chapter 4 Managing Backup Devices Device Status Indicators Figure 4-17: Devices tab The Devices tab lists all the devices that have been added to the NVBU Server. The current status of the devices is depicted using the following light icons. Status Indicator Green Light Yellow Light Red Light Red Cross Description Device is online and available for use. Device is in use. A backup or restore job is currently using this device. Device is currently offline. NVBU can detect the device but it cannot be accessed for backup or restore jobs. Device is unavailable (the SCSI cable is disconnected, the device is removed, or any other reason). NVBU cannot detect the device. The NVBU Status window provides a common interface to view of the status of the NVBU Clients, Devices, and Jobs. To access this window, click Status on the toolbar or Large Buttons panel. Alternatively, on the Operations menu, click Status.

105 Quest NetVault Backup Administrator s Guide 105 Chapter 5: BACKING UP DATA Backup An Overview Designing a Backup and Recovery Strategy NVBU Backup Jobs NVBU Backup Jobs Creating a Backup Job Configuring Target Device and Media Options Selecting the Target Device Configuring Backup Media Options Configuring Source Device Options Configuring Advanced Backup Options Configuring Retirement Period for a Saveset Configuring Retirement Check Interval for Media Manager Configuring a Retention Period for Online Indexes Enabling Job-level Encryption Disabling Job-Level Deduplication Enabling Backup Verification Enabling Network Compression Creating Secondary Copies Using Pre-Scripts and Post-Scripts Creating User-Defined Events for Backup Jobs Viewing and Modifying a Backup Job Archiving Data Managing Backup Indexes Deleting Online Indexes Manually Deleting Online Indexes for Existing Savesets Compressing Online Indexes Manually Compressing Online Indexes

106 106 Chapter 5 Backing Up Data Backup An Overview A backup is a copy of data that can be used to restore and recover the original data object after a data loss event. NVBU provides a selection of plug-ins which interface with the native APIs to back up application-specific data. The backup methods and options provided by these plug-ins vary depending on the application type Designing a Backup and Recovery Strategy The primary objective of backing up data is to recover from the damages caused by a data loss event and resume normal operations quickly. This requires a well-designed backup and restore strategy that maximizes data protection and minimizes data loss, while considering your business requirements and balancing your needs with costs, resources, and other factors. The key to formulating an efficient strategy is to envision the possible failure modes, like media failure, data corruption, user error, or complete loss of a data centre, match the plug-in features that can be used to recover from these scenarios, and then include the necessary backup methods in your plan. Typically, your backup plan should include the backup methods that you will use, the frequency of backups, the retirement period for backups and media rotation policies, and how you will store the backup media. Answering the following questions will help you choose suitable backup methods and define a schedule. What is the amount of data to be backed up? Does it comprise mainly of large files or smaller ones? What is the frequency of updates and changes? Which time during the day and/or week can be considered off-peak period for full backups? Are some files updated more frequently than others? Are the changes confined to a small or large number of files? Are there situations that demand ad-hoc backups independent of the regular backup schedule? How much space is available for storing backups and what are the future expansion plans? NVBU Backup Jobs Backups are performed from the NVBU Backup window. You can use the NVBU Console running on the server or any client to create and submit backup jobs. A backup job definition generally includes the following items: Selection list Plug-in specific backup options

107 Quest NetVault Backup Administrator s Guide 107 Job schedule Source device options that specify where the source media is located (available only to the Plug-in for Consolidation and Plug-in for Data Copy) Target device and media options Advanced backup options These components contain a set of attributes which can be configured using the following methods: Configuring the Attributes Manually For each new job, you can set the attributes manually, and save them in the job definition. This method is suited for ad-hoc jobs or jobs that primarily use the default options. Using NVBU Sets Alternatively, you can use NVBU Sets to store the job attributes, and apply them to multiple backup jobs. This method is recommended for repeating jobs. NVBU Sets allow you to easily change any option, and automatically apply them to the relevant jobs. For example, you can change the target device for all jobs by changing the device configuration in the Target set. For more information about NVBU Sets, see Using NVBU Sets. Each NVBU job has a Job ID and a Job Title. The Job ID is an auto-generated number. The Job Title is a user-defined string that allows you to easily identify the job when monitoring its progress, viewing the job logs, or selecting a saveset to restore data. The backup data is stored as a Saveset on the media NVBU Backup Indexes NVBU generates a backup index for each backup, and writes this index to the backup media and the NVDB. The backup index includes a header which contains information required for restoring data. The backup indexes stored in the NVDB are called Online Indexes. Online indexes allow you to quickly scan through the contents of a saveset without loading the media. NVBU versions prior to 8.6 supported a maximum index size of 4GB. Starting with 8.6, NVBU does not impose any file size restriction on the backup index files, and supports index files that are larger than 4GB in size. Moreover, NVBU does not impose any restrictions on the number of objects that are included in a backup job. Compatibility Issues NVBU versions prior to 8.6 use a different file format for the backup indexes. The backup index files generated with NVBU 8.6 and later cannot be opened by versions prior to 8.6. The index files generated with a version prior to 8.6 will not be upgraded automatically.

108 108 Chapter 5 Backing Up Data To benefit from the larger index file size, the Incremental and Differential Backup jobs must be re-run on clients that support the new index file format; otherwise, the index size will be restricted to 4GB for these jobs. If a client that supports the old index format performs an Incremental Backup, and then a server that supports the new format runs a backup consolidation job, the resultant backup index from the consolidate job will still use the old index format Creating a Backup Job To create a backup job, follow these steps: 1. Open the NVBU Backup window. To open this window: Click Backup on the toolbar or Large Buttons panel. Alternatively, on the Operations menu, click Backup. 2. On the Selections tab, double-click the client that is to be backed up. Alternatively, right-click the node, and select Open. 3. Select the plug-in to be used. 4. Select the data to be backed up. The selection tree is plug-in specific. For more information about selecting data for a backup, refer to the relevant plug-in user's guide. 5. Click the Backup Options tab, and configure the backup method, backup type, and other plug-in specific backup options. For more information about backup options, refer to the relevant plug-in user's guide. 6. Click the Schedule tab, and configure the schedule type, method, and other options. You can define a daily, weekly, monthly, or any other custom schedule for the job. For more information about scheduling options, see Scheduling Jobs. By default, the job will be scheduled to run immediately after you submit it. Note: The Source tab allows you to specify the device that contains the source media. Only the NetVault Backup Plug-in for Consolidation and NetVault Backup Plug-in for Data Copy offer this tab on the NVBU Backup window. For the Secondary Copy jobs, you can specify the source device details in a source set. 7. Click the Target tab, and configure the backup device and media options. For more information, see Configuring Target Device and Media Options. 8. Click the Advanced Options tab, and configure the advanced backup options, such as the backup retirement period, deduplication, job-level encryption and secondary copy options. For more information, see Configuring Advanced Backup Options. You can omit this step if you do not want to set any advanced options for the job.

109 Quest NetVault Backup Administrator s Guide In Job Title, enter a suitable title for the job. The Job Title can contain alphanumeric and non-alphanumeric characters, but it cannot include Non- English characters. There is no length restriction. However, a maximum of 40 characters is recommended on all platforms. 10.Choose one of the following methods to save or schedule the job: a. Save the Definition without Scheduling the Job To save the job definition without scheduling it, click Save on the toolbar. Alternatively, on the File menu, click Save. When you save a job, it will not appear on the Status tab of the Jobs window, and it will not run until you submit it (or use the Triggered scheduling option). To edit a saved job, you can open it in the Backup window or from the Jobs tab of the Jobs window. For more information about editing a job definition, see Viewing and Modifying a Backup Job. b. Schedule the Job To submit the job for scheduling, click Submit on the toolbar. Alternatively, on the Accept menu, click Submit Backup Configuring Target Device and Media Options This step involves the tasks outlined in the following sections: Selecting the Target Device Configuring Backup Media Options Selecting the Target Device By default, NVBU selects any suitable device to perform the backup jobs. If you want to choose a device, follow these steps: 1. In the NVBU Backup window, click the Target tab. 2. Under Device Options, select the applicable option: Local Drives Only To use the locally-attached devices, select this check box. Important: An NVSD Device is considered a network-attached device or a nonlocal device. Any Device To use any suitable device for the job, leave this option selected. Specify Device To use specific devices, select this option. In the device list below, clear the check marks for the devices that are not to be used. When you remove a library, the associated drives will be automatically removed.

110 110 Chapter 5 Backing Up Data Configuring Backup Media Options To configure the backup media options, follow these steps: 1. In the NVBU Backup window, click the Target tab. 2. Under Media Options, configure the following parameters: Note: The backups targeted to NVSD Devices are stream-oriented. For such jobs, you can configure the Group Label option to target an NVSD Device that belongs to the selected media group without specifying a particular device. The other Media Options described in this section do not apply to an NVSD Device, and are ignored for jobs targeting an NVSD Device. Target Media By Select the target media type: Any Not in a Group To use media that do not belong to any media group, leave this option selected. Any To use any suitable media regardless of the group association, select this option. MID To use specific media, select this option. Then, select the media label in the media list. Group Label To use media that belong to a particular media group, select this option. Then, select the group label in the group label list. Note that group labels are case-insensitive. Label Media To label a piece of blank media, select the Automatically Label Blank Media check box. By default, NVBU assigns a systemgenerated string that consists of the NVBU Server Name, the current date, and a seed number. You can also configure NVBU to generate labels using the media barcodes. To assign media barcodes as labels, refer to the Quest NetVault Backup Configuration Guide. Note: If a piece of media that previously appeared to contain data becomes unexpectedly blank, NVBU marks it as suspect to ensure that auto-labeling of blank media does not occur for it. NVBU does not permit the use of same label, whether user-specified or system-generated (usually barcode), to ensure that only one label is associated with a piece of media. A notification event occurs when any media item becomes Unexpectedly Blank so that you can check the drive. Reuse Media Select the applicable media re-use option: Important: NVBU automatically marks a piece of media for re-use when the last saveset stored on it expires. You can also manually mark a piece of media as re-usable. For more information, see Marking Media for Re-use. Never This option is selected by default. It ensures that media marked for re-use are never used for a backup.

111 Quest NetVault Backup Administrator s Guide 111 Any To allow any suitable reusable backup media regardless of the group association, select this option. With Same Group Label as Target Media To reuse media items that belong to same media group as the target media, select this option. This option is available only when you have selected a group label for the Target Media option. 3. Under General Options, configure the applicable parameters: Specify Minimum Space Required on Media Before Backup To specify the minimum amount of space required on a piece of media to run the job, select this check box. In the M Bytes list, enter or select the amount free space required on the media. Protect Media from Further Writes After Backup To write-protect a piece of media immediately after the backup, select this option. You can also set the Read Only parameter for a piece of media from the NVBU Device Management or NVBU Media Management windows. For more information, see Write-Protecting Media. Ensure this Backup is the First on the Media To write a saveset at the beginning of a media item, select this check box. The data can be restored quickly if the saveset is located at the beginning of physical tape. When you select this check box, the will only be written to new or blank media. Important: The option Ensure this Backup is the First on the Media option does not apply to the NVSD devices. Media Request Timeout To set a timeout interval for the availability of suitable backup media, select this check box. Enter or select the interval in the Hours and Minutes lists. If the backup tapes are not available within the specified interval, NVBU will abort the job. Be aware that the timeout interval for media requests cannot be less than 5 minutes. The interval will be automatically set to the nearest 5 minutes, if you specify a value that is not a multiple of 5. For example, if you specify 7 minutes, the timeout value will be set to 10 minutes; if you specify 22 minutes, the timeout value will be set to 25 minutes. The changed value will appear when you reopen the NVBU Backup window. Note: For the Consolidation and Data Copy jobs, when you configure the Media Request Timeout setting on the Target tab of the NVBU Backup window, the same timeout settings can also be applied to the source media requests. To do this, select the Use Target Media Request Timeout for Source Media Request parameter on the Media Manager tab of the NVBU Configurator. For more information, refer to the Quest NetVault Backup Configuration Guide.

112 112 Chapter 5 Backing Up Data Configuring Source Device Options The source device options for a backup job are only available to the following plug-ins: Plug-in for Consolidation Plug-in for Data Copy These options allow you to specify the device in which the media containing the data to be copied or consolidated resides. The options can also be used to specify the source copy for backups that were performed to an NVSD Device or a VTL, and then copied to a tape. For phase 2 Data Copy and Duplicate jobs, you can specify the source device using a Backup Source Set. To configure the source device options for a Consolidation or Data Copy job, follow these steps: 1. In the NVBU Backup window, click the Source tab. 2. Under Device Options, configure the following parameters: Local Drives Only To use the locally-attached devices, select this check box. Important: An NVSD Device is considered a network-attached device or a nonlocal device. Any Device To use any suitable device for the job, leave option selected. Specify Device To use specific devices, select this option. In the device list below, clear the check marks for the devices that are not to be used. When you remove a library, the associated drives will be automatically removed Configuring Advanced Backup Options The advanced options are outlined in the following sections: Configuring Retirement Period for a Saveset Configuring a Retention Period for Online Indexes Enabling Job-level Encryption Disabling Job-Level Deduplication Enabling Backup Verification Enabling Network Compression Creating Secondary Copies Using Pre-Scripts and Post-Scripts Creating User-Defined Events for Backup Jobs

113 Quest NetVault Backup Administrator s Guide Configuring Retirement Period for a Saveset The retirement period for a saveset defines how long the information about the saveset will be kept in the NVDB. NVBU supports two types of retirement periods for the savesets: Generation-Based Retirement Period The generation-based retirement period specifies the number of Full Backups that will be retained for the same data set. This method can only be used for Full Backups. Time-Based Retirement Period The time-based retirement period specifies the length of time a saveset will be retained. The retirement period can be specified in number of days, weeks, or years. The time-based retirement period can be used for all backup types Full, Incremental, and Differential. For a new backup, the retirement period can be set from the Advanced Options tab. For an existing saveset, this option can be set from the NVBU Media Management tab. To set or change the retirement period for an existing saveset, see Retiring Backup Savesets. NVBU will retire the saveset and delete its record from the NVDB after the retirement period has elapsed. The records for the Incremental/Differential backups will be automatically deleted when the base Full Backup is retired. To configure a generation-based or time-based retirement period for a new backup, follow these steps: 1. In the NVBU Backup window, click the Advanced Options tab. 2. Under Backup Life, configure the following parameters: Generation-Based Retirement Period Select the Discard After (x Full Backups) check box. In the Full Backups list, enter or select the number of Full Backups to be retained. For example, to retain four (4) generations of Full Backups on an NVSD Device, enter or select 4. Time-Based Retirement Period Select the Discard After (x Days/ Weeks/Years) check box, and enter or select the number of days, weeks, or years the backup is to be retained. Select the option Days, Weeks, or Years, as applicable. Note: When you configure a time-based retirement period from the Advanced Options tab, the time component (HH:MM) will be automatically set to the job save or job submit time a Configuring Retirement Check Interval for Media Manager In a time-based retirement period, the time component (HH:MM) does not represent the actual time. It only represents the time due for the saveset retirement. The actual time of retirement is determined by the interval at which the Media Manager scans the Media Database to identify the savesets that are to be

114 114 Chapter 5 Backing Up Data retired. The default interval between two scans is 60 minutes. Therefore, if the retirement time is set to 10:20, the saveset will be actually retired at 11:00. To change the interval at which the Media Manager performs retirement checks, follow these steps: 1. Open the \config\mediamgr.cfg file (where represents the NVBU installation directory) in a text editor. Note: Before editing the mediamgr.cfg file, create a copy of the original file and save it to a different location. This allows you to revert to the previous version of the configuration file if you make any mistakes while editing the file. 2. Add the following stanza: [Defaults:Retirement Check Granularity in Mins] Value = <Minutes> For example, to set the scan interval to 30 minutes, add the following lines: [Defaults:Retirement Check Granularity in Mins] Value = 30 Important Notes By default, the mediamgr.cfg file does not include the [Defaults:Retirement Check Granularity in Mins] stanza. If you set this value to 0 (zero), the savesets will be retired according to the time specified in the NVBU Media Management window. If you do not add the stanza to mediamgr.cfg, NVBU will use the default interval (60 minutes) Configuring a Retention Period for Online Indexes Online indexes increase the disk space used by the NVDB. To control this, you can set a retention period for the online indexes, and remove them automatically after the period has elapsed. Warning: You can also delete online indexes for existing savesets from the NVBU Restore window. For more information, see Managing Backup Indexes. To set a retention period for an online index, follow these steps: 1. In the NVBU Backup window, click the Advanced Options tab. 2. Under Backup Life, select Offline Index After. 3. Enter the length of period the backup index will be retained in the NVDB. The period can be specified in number of days, weeks, or years. 4. Select the option Days, Weeks, or Years, as applicable.

115 5.5.3 Enabling Job-level Encryption Quest NetVault Backup Administrator s Guide 115 Quest NetVault Plug-in for Encryption (Plug-in for Encryption) provides CAST-128, AES-256, and CAST-256 algorithms to meet regulatory requirements without sacrificing backup windows or deduplication performance. When installed on the NVBU Server or Heterogeneous Clients, the plug-in encrypts and transfers data across the network to the backup device, where it remains encrypted until restored to the NVBU Server or the Heterogeneous Client. You can enable encryption for all backups on the server or client where the plug-in is installed or only for specific jobs. Encryption can also be enabled only for the primary backup or the secondary copies. This allows you to take advantage of both encryption and deduplication, for example, you can deduplicate the primary backup and encrypt the secondary copy. The job-level encryption option can be used in the following situations: When any NVBU Plug-in installed on the NVBU Server or Heterogeneous Client is incompatible with the Plug-in for Encryption. Only specific backups on the NVBU Server or Client require encryption. Primary backups do not require encryption, while secondary backups for offsite protection require encryption. Primary backups use the NVSD Devices for deduplication. For more information about the Plug-in for Encryption, refer to the Quest NetVault Backup Plug-in for Encryption User s Guide. To enable encryption for a primary backup, follow these steps: 1. In the NVBU Backup window, click the Advanced Options tab. 2. Under Additional Options, select the Enable Encryption check box. Important: To ensure that a primary backup selected for encryption is not deduplicated when targeted to NVSD Devices using the Deduplication Option, the Enable Deduplication option will be automatically disabled when the Enable Encryption option is selected. You can enable encryption for secondary copies that are stored offsite for disaster recovery. For more information, see Creating Secondary Copies Disabling Job-Level Deduplication Job-Level Deduplication is enabled by default. This option must be disabled for the following backup jobs: Encrypted primary backups that use the NVSD devices with the licensed Deduplication option. Encrypted backups do not deduplicate well and should not be deduplicated.

116 116 Chapter 5 Backing Up Data Incremental Backups that will be consolidated with the Plug-in for Consolidation to NVSD. This will eliminate the unnecessary overhead of rehydrating the deduplicated Incremental Backups during the consolidation process, but still allow the resulting Consolidated Full backup to be deduplicated. To disable deduplication for a backup job, follow these steps: 1. In the NVBU Backup window, click the Advanced Options tab. 2. Under Additional Options, clear the Enable Deduplication check box. Important Notes Dell DR Series Systems The option Enable Deduplication does not apply to the Dell DR Series systems. You cannot completely disable deduplication for a DR Series system. The DR Series systems provide a configuration mode for deduplication that controls whether deduplication is performed on the client or the DR Series system. You can turn off client-side deduplication by setting the Dedupe mode to Passthrough. For more information about this setting, refer to the Dell DR Series System Administration Guide. When backups stored on the Dell DR Series systems are selected for backup consolidation jobs, the overhead of rehydrating the deduplicated data can have a negative impact on performance Enabling Backup Verification NVBU includes a built-in Verify plug-in, which can be used to check the correctness and completeness of a backup after the data transfer completes. The plug-in verifies the stream length written to the media, and makes sure that no blocks were dropped during the backup. The backup verification is performed as Phase 2 after the actual backup completes. By default, the verification job runs on the NVBU Server. To run the verification phase locally or to configure another default client, refer to the Quest NetVault Backup Configuration Guide. An error is logged if any dropped blocks are detected and the verification fails. You must run the job again if the backup verification phase fails. Note: Backup verification does not verify the integrity of the data. It only verifies that the backup was actually written to the media. To enable backup verification for a job, follow these steps: 1. In the NVBU Backup window, click the Advanced Options tab. 2. Under Additional Options, select the Verify After Backup check box.

117 5.5.6 Enabling Network Compression Quest NetVault Backup Administrator s Guide 117 While transferring data over the network, you can enable the network compression option to reduce bandwidth requirements for the backup. NVBU performs data compression on the target NVBU Client before transferring it over the network. On the NVBU Client to which the target device is attached, NVBU decompresses the data before writing it to the media. Network compression does not work for the following types of jobs: Backups to NVSD Devices. Backups to devices attached to NAS Filers. Jobs using the Quest NetVault Backup Plug-in for NDMP, Quest NetVault Plug-in for NetWare, and Quest NetVault Bare Metal Recovery Plug-ins. To enable network compression for supported backup jobs, follow these steps: 1. In the NVBU Backup window, click the Advanced Options tab. 2. Under Additional Options, select the Enable Network Compression check box Creating Secondary Copies With a backup job, you can choose to run a phase 2 job to create a Secondary Copy of the backup that can be used for offsite storage and disaster recovery purposes. NVBU supports two methods for creating Secondary Copies: Duplicate The Duplicate method creates an exact copy which is linked to the original backup. The Duplicate method breaks down the backup into segments and copies the segments to the backup device. During restore, NVBU can interchange the segments from the primary copy and the secondary copy. As it is not possible to mix unencrypted segments with encrypted segments during restore, you cannot enable or disable encryption for a secondary copy created using the Duplicate method. If the original saveset is encrypted, the Duplicate method will create an encrypted secondary copy. If you have not encrypted the primary backup, the secondary copy will also be unencrypted. Data Copy The Data Copy method is recommended when you want to create a secondary copy for offsite storage. The Data Copy method breaks down the backup into segments and copies the segments to the backup device. During restore, NVBU only restores the primary copy or the secondary copy. NVBU does not interchange backup segments from the primary and the secondary copies. This allows you to encrypt the Data Copy (or secondary copy) when the primary copy is unencrypted. This is useful when you want to use the deduplication option for the primary backups.

118 118 Chapter 5 Backing Up Data To create a secondary copy of a backup, follow these steps: 1. In the Backup window, click the Advanced Options tab. 2. Under Secondary Copy, configure the following parameters: Create Secondary Copy Select this check box. Backup Method Select the method for creating the secondary copy: Duplicate Data Copy Run Secondary Copy On By default, the secondary copy job always runs on the NVBU Server. If you want to run the job on a particular NVBU Client, select the client in the Run Secondary Copy On list. Only clients running NVBU 8.5 or later can be selected to run the job. You can use this option to perform local backups to a SmartClient with a locally attached physical or virtual tape device. Using Schedule Set Select the set that defines the scheduling options for the secondary copy job. If you want to run the instance immediately after the original backup completes, select Immediate. You cannot use the Repeating or Triggered schedule types for a secondary job. If a schedule set is not available, click Manage. Configure the scheduling options on the NVBU Schedule Management window, and click Save As to create the schedule set. For more information about schedule sets, see Using NVBU Sets. Using Target Set Select the set that defines the target device and media options for the secondary copy job. You cannot use the Any Device target set for the Secondary Copies. Moreover, you cannot store the original saveset and the copy in the same media item. If a target set is not available, click Manage. Select the target device and media options in the NVBU Backup Target Management window, and click Save As to create the target set. For more information about, see Using NVBU Sets. Note: We recommend that you select the same drives for all secondary copy jobs. For example, in a library with 4 drives, select drives 1 and 2 for the original backups, and drives 3 and 4 for the secondary copies targeted to tape devices. This will avoid deadlocks when running several duplication jobs at the same time. Using Source Set Select the set that defines the source options for the secondary copy. If a source set is not available, click Manage. Select the source device options in the NVBU Backup Source Management window, and click Save As to create the source set. For more information about source sets, see Using NVBU Sets.

119 Quest NetVault Backup Administrator s Guide 119 Note: To apply the Target Set s Media Request Timeout settings for the Source Set, select the Use Target Media Request Timeout for Source Media Request parameter on the Media Manager tab of the NVBU Configurator. For more information, refer to the Quest NetVault Backup Configuration Guide. Encrypt Secondary Copy Only To encrypt the secondary copy, select this check box. This option is only available for the Data Copy method. If the primary copy is encrypted, Data Copy will automatically create an encrypted saveset whether the Encrypt Secondary Copy Only check box is selected or not. Therefore, this option is only useful when you want to create an encrypted secondary copy from an unencrypted primary copy. Note: Encrypted primary copies will not be encrypted again if you select the Encrypt Secondary Copy Only check box for a copy. For restoring data from such secondary copies, you must use the primary copy s Encryption Key. Migrate If you want to migrate the backup instead of creating a new copy, select this check box. After copying the data, NVBU will delete the index for the original backup. Note: While creating copies of Plug-in for FileSystem backups, the Migrate option can only be selected for Full Backups that do not have any associated Incremental or Differential Backups. If you select this option for a Full Backup that has an associated Incremental or Differential Backup, NVBU will create the secondary copy successfully. However, it does not delete the index for the primary or original backup. For such backups, after creating a backup copy, you must manually retire the primary or original backup from the NVBU Media Management window. Allow Streams to Share Media Select this check box to convert multiple data streams into a sequential data stream and write it to the same media. This reduces the number of media items required for the copy. Use Optimised Replication between Devices that Support this Feature This option enables transfer of deduplicated data directly from one device to another device of the same type during a Data Copy or Duplicate operation. It provides an efficient method to create secondary copies and offers the following advantages: Copies data in its deduplicated form, which greatly reduces the amount for data transferred over the network. Copies data directly from the source to the destination without using any resources on the NVBU Server.

120 120 Chapter 5 Backing Up Data Important: Starting with NVBU 9.2, the option Use Optimised Replication between Devices that Support this Feature is selected by default. While copying a backup from an NVSD device to another device type (for example, VTL, Dell DR Series System, or Data Domain System), you must disable this option. Otherwise, the Data Copy or Duplicate job will fail or hang. Currently, NVBU supports optimized replication between the following devices: NVSD Devices To perform optimized replication between NVSD Instances, you require NVSD 2.0 or later. Note the following: If the login credentials configured for the source and destination NVSD Servers do not match, the replication will fail. To ensure a successful replication, do one of the following: Disable WebDAV authentication on both NVSD instances. Enable WebDAV authentication only on the source. Configure the same login credentials on both servers. Dell DR Series Systems To perform optimized replication between two DR Series systems, both the source and target systems must be running the same release version of the DR OS. Replication is not supported between systems that run different releases of the OS. For example, to replicate data from a source system that is running DR OS 2.1.x, the target system must be running the same OS release version. The replication will be unsuccessful if the target system is running DR OS release 2.0.x or 3.0.x. Note: When optimized replication and backups are performed simultaneously on a Dell DR Series system, the backup throughput will be affected. DD Boost-Enabled Data Domain Systems The secondary copy backups between two DD Boost-Enabled Data Domain Systems use the managed file-level replication feature provided by DD Boost. File-level replication requires the DD Boost Replicator license, which must be installed on both the source and destination Data Domain systems. If the source and target Data Domain systems are running different versions of the Data Domain OS, then for replication to be successful, the target system must be running the higher version of the OS. Select Source Media Before Target Media When you select this check box, NVBU tries to acquire the source media before it attempts to acquire the target media for the Data Copy and Duplicate backups. Retirement Period To set a retirement period for the secondary copy, configure the following parameters:

121 Quest NetVault Backup Administrator s Guide 121 Use Originals Life To use the original saveset s retirement period, select this option. Discard After To set a different retirement period for the copy, select Discard After. Enter or select the period, and select the Days, Weeks, or Years option. You can only set a time-based retirement period for the duplicate saveset Using Pre-Scripts and Post-Scripts The pre-script and post-script options can be used to run user-defined scripts before a job starts or after a job completes. These scripts can be used to perform tasks, such as dismounting or shutting down a database before starting the job, or mounting/starting the database after the job completes. Important Considerations The script should be an executable file, for example,.bat on Windows or.sh on Linux/UNIX. The scripts can contain run-time parameters. You must use the NVBU environment variable NV_USER_ARG to access the values for these parameters in the script. You can also use other NVBU environment variables in the script. For a list of available environment variables, see NVBU Environment Variables. After creating the script, you must copy the file to the \scripts folder on the target client. You can also create sub-folders to organize the scripts. If a pre script fails, the backup job will fail. If the pre script completes successfully while the job fails, the post script will still be executed; the job status will be reported as failed. If the pre script and the backup complete successfully while the post script fails, a script error will be logged; the job status will be reported as completed with warnings. By default, NVBU provides the following two scripts that can be run as post backup scripts: psmail This script s the job completion status to the addresses provided as user parameter. psmail_logs This script s the job completion status and the job logs to the addresses provided as user parameter. To run a script before a job starts or after a job completes, follow these steps: 1. In the NVBU Backup window, click the Advanced Options tab. 2. Under Pre and Post Scripts, select the following options: a. To run a script before the job starts, select Use Pre Script. b. To run a script after the job completes, select Use Post Script.

122 122 Chapter 5 Backing Up Data 3. Enter the script file name in the box next to the selected check box. If the script resides in the \scripts folder, just enter the file name. If it resides in a sub-folder within the \scripts folder, enter the relative path. For example, if the script file myscript.bat resides in the folder...\scripts\tst, enter \tst\myscript.bat in the box. 4. To provide run-time parameters, enter the value in User Parameter. The value should be valid and conform to its usage in the script. NVBU will not perform any validity checks for the user parameters Creating User-Defined Events for Backup Jobs An event can be described as any significant occurrence within the NVBU system that you want to be notified about. It can indicate a system condition or user action. NVBU includes a set of predefined events for which you can set up a notification method to alert you when they occur. For more information about the event types and notification methods, see Setting Up Event Notification. In addition to the predefined events, NVBU allows you to create the following user-defined events for a backup job: Backup completes successfully Backup completes with warnings Backup fails The user-defined events defined for a job are added to the Jobs User Defined Event Class in the Global Notification window. You can raise these events for any backup job within the NVBU Domain. To raise a user-defined notification event for a backup job, follow these steps: 1. In the NVBU Backup window, click the Advanced Options tab. 2. Under Events, configure the applicable options: Raise Event if Job is Successful To raise an event when the job completes successfully, select the check box. Raise Event if Job has Warnings To raise an event when the job completes with warnings, select the check box. Raise Event if Job Fails To raise an event when the job fails, select the check box. 3. In the list next to the selected check box, select the user-defined event. If you have not created any user-defined events, the list will be empty. To create a new event, enter the event name in the list. 4. For a new user-defined event, complete the following steps: a. Click Save on toolbar. Alternatively, on the File menu, click Save. b. Set up a notification method for the event. For more information, refer to the applicable section:

123 Quest NetVault Backup Administrator s Guide 123 Setting Up a Global Notification Method Using Custom Notification Methods Setting Up a User Notification Profile c. Load the job again and complete the remaining job definition steps Viewing and Modifying a Backup Job To modify an existing job or create a new job from an existing job definition, follow these steps: 1. Load the job definition. a. From the NVBU Backup Window This method can be used to load both the saved and scheduled jobs. 1.Open the NVBU Backup window. 2.Click Load on toolbar. Alternatively, on the File menu, click Load. 3.In the Load Backup Job window, select the job, and then click OK. b. From the Jobs Tab of the NVBU Jobs Window This method can be used to load both the saved and scheduled jobs. 1.Click Job Management on the toolbar or Large Buttons panel. Alternatively, click Job Management on the Operations menu. 2.Click the Jobs tab. 3.Right-click the job, and select Edit/View Job. c. From the Status Tab of the NVBU Jobs Window This method can only be used to load the scheduled jobs. 1.Click Job Management on the toolbar or Large Buttons panel. Alternatively, on the Operations menu, click Job Management. 2.On the Status tab, right-click the job, and select Edit/View Job to load the job definition in the Backup window. 2. Click the tab that contains the settings to be changed. 3. In the set selection, select the Modify check box. This step is only applies to the Windows-based Clients. 4. Re-configure the options, as required. For more information about any setting, refer to the relevant section in this guide or the plug-in user s guide. 5. Use one of the following methods to save or schedule the job: a. Save the Definition without Scheduling the Job To save the job definition without scheduling it, click Save on the toolbar. Alternatively, on the File menu, click Save. b. Schedule the Job To submit the job for scheduling, click Submit on the toolbar. Alternatively, on the Accept menu, click Submit Backup.

124 124 Chapter 5 Backing Up Data Archiving Data Archives are standalone backups. An archives cannot be used as a base for an Incremental or a Differential backup sequence. While archiving data, you must always select the Full Backup type. If the Incremental or Differential Backup type is selected for an archive, restore will not work. You can only set time-based retirement period for archives. To archive the selected data, follow these steps: 1. Open the Backup window. Select the data to be archived, and configure the required backup options. For more information, see Creating a Backup Job. 2. Click the Advanced Options tab. Under Backup Life, select Archive. 3. Complete the job definition, and save or submit the job Managing Backup Indexes NVBU creates an index for each backup, and writes this index to the backup media and the NVDB. The backup indexes stored in the NVDB are called Online Indexes. The online backup indexes allow you to quickly scan through the contents of a saveset without loading the media. However, these indexes increase the disk space used by the NVDB. To reduce the disk space used by online indexes, you can either delete or compress the indexes Deleting Online Indexes Online backup indexes can be deleted automatically or manually: Deleting Indexes Automatically While creating a job, you can set a retention period for the backup index to automatically delete it after the period has elapsed. For more information, see Configuring a Retention Period for Online Indexes. Deleting Indexes Manually For existing savesets, you can manually delete the indexes from the NVBU Restore window. This method is described in the following section. Important: Deleting a backup index is not the same as setting the retirement period for a saveset. When a saveset is retired, NVBU discards all information about it from the NVDB. You can scan the media to retrieve the index for an expired saveset, but the NVDB loads this index as a new backup index. Whereas, when you delete the online indexes, NVBU still retains some information about the saveset, which allows it to quickly reload the saveset index from the backup media.

125 Quest NetVault Backup Administrator s Guide 125 In the NVBU Restore window, a saveset for which the online indexes have been deleted is depicted with a red cross icon. To browse or restore data from such savesets, you must manually load the index. For more information about loading offline indexes, see Restoring Data from a Saveset with Offline Indexes a Manually Deleting Online Indexes for Existing Savesets To manually delete the online indexes for existing savesets, follow these steps: 1. Open the NVBU Restore window. To open this window: Click Restore on the toolbar or Large Buttons panel. Alternatively, on the Operations menu, click Restore. 2. On the Selections tab, open the client from which the data was backed up. 3. Locate the plug-in used to backup the data, and select one of the following methods: a. Delete Indexes for all Savesets Generated with the Plug-in Rightclick the plug-in node, and select Offline Indexes. b. Delete Index for an Individual Saveset Generated with the Plug-in Double-click the plug-in node. Alternatively, right-click the node, and select Open. Right-click the applicable saveset node, and select Offline Index Compressing Online Indexes Backup indexes can be compressed automatically or manually: Compressing Indexes Automatically NVBU automatically compresses online indexes after 30 days of inactivity. You can customize this policy from the NVBU Configurator. For more information about changing the index compression policy, refer to the Quest NetVault Backup Configuration Guide. Compressing Indexes Manually For the existing savesets, you can manually compress the indexes from the NVBU Restore window. This method is described in the following section. In the NVBU Restore window, a saveset for which the indexes have been compressed is depicted with an orange light icon. When you try to browse or restore data from such savesets, NVBU will automatically de-compress the index to a temporary directory, and delete the directory after the operation completes. You can also de-compress an index manually. For more information, see Restoring Data from a Saveset with Compressed Indexes.

126 126 Chapter 5 Backing Up Data a Manually Compressing Online Indexes To manually compress the backup indexes, follow these steps: 1. Open the NVBU Restore window. To open this window: Click Restore on the toolbar or Large Buttons panel. Alternatively, on the Operations menu, click Restore. 2. On the Selections tab, open the client from which the data was backed up. 3. Locate the plug-in that was used to back up the data, and choose one of the following methods: a. Compress Indexes for all Savesets Generated with a Plug-in Right-click the plug-in node, and select Compress Indexes. b. Compress Index for an Individual Saveset Generated with a Plug-in Double-click the plug-in node. Alternatively, right-click the node, and select Open. Right-click the applicable saveset, and select Compress.

127 Quest NetVault Backup Administrator s Guide 127 Chapter 6: SCHEDULING JOBS Job Schedule An Overview Schedule Types Scheduling a Job to Run Immediately Scheduling Non-Repeating Jobs Run a Job on Any Day Run a Job on a Specific Day of the Week Run a Job on a Specific Day of the Month Scheduling Repeating Jobs Run a Job on a Daily Basis Run a Job on a Weekly Basis Run a Job on a Monthly Basis Run a Job at Every n Interval Scheduling a Triggered Job Scheduling Number of Job Retries Setting Job Priority Job Schedule An Overview A job schedule defines when and at what intervals a job will run. You can configure a job to run once or on a repeating basis. The schedule details are stored in the Scheduler database and managed by the Schedule Manager. For more information about Schedule Manager, refer to the Quest NetVault Backup Configuration Guide. The schedule types and options are available on the Schedule tab of the NVBU Backup, NVBU Restore, and Reporting Job Editor windows Schedule Types NVBU supports the following schedule types: Immediate The Immediate option allows you to run a job as soon as it is submitted. This is the default option for all NVBU jobs. Once The Once option allows you run a single instance of a job. This schedule type supports the following methods:

128 128 Chapter 6 Scheduling Jobs Any day Run a job on any day. Days of Week Run a job on a specific day of the week. For example, run a job on Sunday; run a job on the second or fourth Sunday or Tuesday. Days of Month Run a job on a specific day of the month. For example, run a job on the first or tenth; run a job on the last day of the month. Specified Date Run a job on a specific date. NVBU will automatically schedule an instance when you submit the job. To run the job again, you must create a new instance from an existing instance or job definition. For more information, see Creating a New Instance for Non- Repeating Jobs. Repeating The Repeating option allows you to create a recurring schedule for jobs that are performed on a regular intervals. The repeating job schedule supports the following methods: Everyday Run a job on a daily basis. Days of Week Run a job on a weekly basis. This schedule allows you to run the job on specific days of the week and selected weeks of the month. For example, run a job on every Sunday; run a job on the second and fourth Sunday and Tuesday. Days of Month Run a job on a monthly basis. This schedule allows you to run the job on specific days of the month. For example, run a job on first and tenth of every month; run a job on the last day of every month. Every n hours, days, weeks, or months Run a job at every n interval. The time interval can be specified in hours, days, weeks, or months. NVBU will schedule the first instance when you submit the job. The next instance will be scheduled after the current instance becomes active, and this procedure will be repeated for each subsequent instance. Triggered The Triggered option allows you to schedule a job from an external script that defines the conditions for the task. The most common use of this option is to run a job independently of the NVBU Scheduler, such as from a 3rd-party scheduler or an automation interface. You can run the script from the command line interface Scheduling a Job to Run Immediately To run a job as soon as it is submitted, follow these steps: 1. Click the Schedule tab on the corresponding window. 2. Configure the following parameters: Scheduling Type Select the Immediate option.

129 6.3.0 Scheduling Non-Repeating Jobs This section includes the following topics: Run a Job on Any Day Run a Job on a Specific Day of the Week Run a Job on a Specific Day of the Month Run a Job on a Specific Date Run a Job on Any Day To run a job on any day, follow these steps: 1. Click the Schedule tab on the corresponding window. 2. Configure the following parameters: Scheduling Type Select the Once option. Quest NetVault Backup Administrator s Guide 129 Run At Enter or select the start time and start date for the schedule. Method Select the Any Day option Run a Job on a Specific Day of the Week To run a job on a specific day of week, follow these steps: 1. Click the Schedule tab on the corresponding window. 2. Configure the following parameters: Scheduling Type Select the Once option. Run At Enter or select the start time and start date for the schedule. Method Select the Days of Week option. Options Select the check boxes corresponding to the days on which you want to run the job. Weeks in Month To run the job on any week, select All. To run the job on a selected week, choose Selected, and clear the check boxes corresponding to the weeks on which you do not want to run the job. Examples To run a job on Sunday, select Sunday. Under Weeks in Month, select All. To run a job on the second or fourth Sunday or Tuesday, select Sunday and Tuesday. Clear the First, Third, and Last check boxes.

130 130 Chapter 6 Scheduling Jobs Run a Job on a Specific Day of the Month To run a job on a specific day of the month, follow these steps: 1. Click the Schedule tab on the corresponding window. 2. Configure the following parameters: Scheduling Type Select the Once option. Run At Enter or select the start time and start date for the schedule. Method Select the Days of Month option. Options Select the check boxes corresponding to the days on which you want to run the job. To run the job on the last day of a month, select the Last check box. Examples To run a job on fifth, select 5. To run a job on first or tenth, select 1 and Run a Job on a Specific Date To run a job on a particular date, follow these steps: 1. Click the Schedule tab on the corresponding window. 2. Configure the following parameters: Scheduling Type Select the Once option. Run At Enter or select the start time for the job. Method Select the Specified Date option. Options Enter or select the date on which you want to run the job Scheduling Repeating Jobs This section includes the following topics: Run a Job on a Daily Basis Run a Job on a Weekly Basis Run a Job on a Monthly Basis Run a Job at Every n Interval Run a Job on a Daily Basis To run a job on a daily basis, follow these steps: 1. Click the Schedule tab on the corresponding window. 2. Configure the following parameters: Scheduling Type Select the Repeating option. Run At Enter or select the start time for the job.

131 Quest NetVault Backup Administrator s Guide 131 From Enter or select the start date for the schedule. Method Select the Every Day option Run a Job on a Weekly Basis To run a job on a weekly basis, follow these steps: 1. Click the Schedule tab on the corresponding window. 2. Configure the following parameters: Scheduling Type Select the Repeating option. Run At Enter or select the start time for the job. From Enter or select the start date for the schedule. Method Select the Days of Week option. Options Select the check boxes corresponding to the days on which you want to run the job. Weeks in Month To run the job every week, select All. To run the job on selected weeks, choose Selected, and clear the check boxes corresponding to the weeks on which you do not want to run the job. Examples To run a job on every Sunday, select Sunday. Under Weeks in Month, select All. To run a job on the second and fourth Sunday and Tuesday, select Sunday and Tuesday. Clear the First, Third, and Last check boxes Run a Job on a Monthly Basis To run a job on a monthly basis, follow these steps: 1. Click the Schedule tab on the corresponding window. 2. Configure the following parameters: Scheduling Type Select the Repeating option. Run At Enter or select the start time for the job. From Enter or select the start date for the schedule. Method Select the Days of Month option. Options Select the check boxes corresponding to the days on which you want to run the job. To run the job on the last day of every month, select the Last check box. Examples To run a job on the fifth of every month, select 5. To run a job on the first and tenth of every month, select 1and 10.

132 132 Chapter 6 Scheduling Jobs Run a Job at Every n Interval To run a job at every n hours, days, weeks, or months, follow these steps: 1. Click the Schedule tab on the corresponding window. 2. Configure the following parameters: Scheduling Type Select the Repeating option. Run At Enter or select the start time for the job. From Enter or select the start date for the schedule. Method Select the Every option. Options In the Every box, enter or select the interval. Select the Hour(s), Day(s), Week(s), or Month(s) option. Examples To run a job every four hours, enter 4 in the Every box, and select the Hour(s) option. To run a job on alternate days, enter 2 in the Every box, and select the Day(s) option. To run a job every week, enter 1 in the Every box, and select the Week(s) option. To run a job once in three months, enter 3 in the Every box, and select the Month(s) option Scheduling a Triggered Job To schedule a job from an external script, include the following command in the script: nvtrigger <trigger_name> The nvtrigger command resides in the.../bin directory (where... represents the NVBU installation directory). If this path in not configured in the path variable, provide the complete file path for the nvtrigger command. Alternatively, include commands to change to the appropriate directory in the script. The trigger name can contain alphanumeric and non-alphanumeric characters, but it cannot include Non-English characters. On Linux/UNIX, the names can have a maximum of 64 characters. On Windows, there is no length restriction, but a maximum of 20 characters is recommended. On Windows, you should not include the following characters in trigger names: " / \ : ; *? < >^

133 Quest NetVault Backup Administrator s Guide 133 To schedule a triggered job, follow these steps: 1. Click the Schedule tab on the corresponding window. 2. Configure the following parameters: Scheduling Type Select the Triggered option. Trigger Name Enter the trigger name that was specified with the nvtrigger command in the script file. Note: If the trigger name is already in use by another job, a warning The Trigger Name is Already in Use. Redefine this Job if this was not Intended will appear when you try to save or submit the job. This is for information only and will not stop you from saving or submitting the job. The job will only be scheduled when you run the script Scheduling Number of Job Retries The Job Retry options on the Schedule tab can be used to automatically reschedule a job after a failed attempt. These options specify the maximum retry attempts to make and the interval between two attempts. For each attempt, NVBU will use the original Job ID and instance number for the job. To schedule retry attempts for a job, follow these steps: 1. Click the Schedule tab on the corresponding window. 2. Configure the following parameters: Job Retries Select the check box, and enter or select a value from 1 through 9. You can set a maximum of 10 retries for a job. Retry After In the Hours:Minutes box, enter or select the interval between two retry attempts. By default, the job is scheduled to run immediately after a failed attempt Setting Job Priority The Schedule Manager assigns a priority level for each job type, which is applied globally to all backup, restore, and report jobs. This parameter helps prioritize resource allocation when two or more jobs are scheduled to run at the same time. The default priority level for the different job types is given below: Job Type Priority Level Restore 20 Backup 30 Report 50

134 134 Chapter 6 Scheduling Jobs To change the priority level settings globally for all jobs, refer to the Quest NetVault Backup Configuration Guide. To override the priority settings for an individual job, follow these steps: 1. Click the Schedule tab on the corresponding window. 2. Configure the following parameter: Job Priority Enter or select a value from 1 through 100. The value 1 denotes highest priority, while the value 100 denotes lowest priority. A job with a priority level of zero will run as a background task.

135 Quest NetVault Backup Administrator s Guide 135 Chapter 7: USING NVBU SETS NVBU Sets An Overview Available Set Types Creating a Set Loading a Set Modifying a Set Copying a Set Deleting a Set NVBU Sets An Overview NVBU Sets provide an efficient way to create job definitions. The sets store data selections, backup type and plug-in specific options, job schedule, device and media options, and other advanced options, which can be quickly and easily applied to multiple jobs. For example, you can save the data selections for a Full Backup in a Backup Selection Set, and use this set to create an Incremental or a Differential Backup job. This eliminates the need to manually select the data items each time a backup is performed, and ensures that the same data set is selected for the subsequent backups. Similarly, you can change the day, date, or time in a Schedule Set to automatically change the job schedule for multiple jobs, or specify a new device for backups by changing the Target Set. Note: A policy-based backup can only be created using NVBU sets Available Set Types NVBU supports the following types of sets: Set Type Backup Selection Set Description Used to store data selections for a backup job. This set can be created from the Selections tab on the following windows: NVBU Backup NVBU Policy Editor

136 136 Chapter 7 Using NVBU Sets Set Type Backup Options Set Schedule Set Source Set Target Set Advanced Options Set Restore Selection Set Description Used to store backup options. This set can be created from the Backup Options tab on the following windows: NVBU Backup NVBU Policy Editor Used to store scheduling options for backup, restore, and report jobs. This set can be created from the Schedule tab on the following windows: NVBU Backup NVBU Policy Editor NVBU Restore NVBU Reporting Job Editor Used to store source drive options for data copy, backup consolidation, secondary copy, and restore jobs. This set can be created from the Source tab on the following windows: NVBU Backup (Secondary Copy, Data Copy and Consolidate Incremental Backups) NVBU Policy Editor NVBU Restore Used to store target drive and media options for a backup job. This set can be created from the Target tab on the following windows: NVBU Backup NVBU Policy Editor Used to store advanced options for a backup or restore job. This set can be created from the Advanced Options tab on the following windows: NVBU Backup NVBU Policy Editor NVBU Restore Used to store data selections for a restore job. This set can be created from the Selections tab on the following window: NVBU Restore

137 Quest NetVault Backup Administrator s Guide Creating a Set To create a set, follow these steps: 1. Depending on the type of job, open the applicable window: Backup Jobs Open the NVBU Backup window. Backup Policies Open the NVBU Policy Management window, and then open the NVBU Set Management window. Restore Jobs Open the NVBU Restore window. Report Jobs Open the NVBU Reports Management window, and then open the Reporting Job Editor window. 2. Click the applicable tab. For example, to create a Selection Set, click the Selections tab. 3. Select the required data or configure the required options. For more information, refer to the relevant section in this guide or the plug-in user s guide. 4. In the set selection area, click Save As. 5. In the Save <Set Type> Set window, enter a unique name for the set. The set name can contain alphanumeric and non-alphanumeric characters, but it cannot include Non-English characters. On Linux/UNIX, the names can have a maximum of 200 characters. On Windows, there is no length restriction. However, a maximum of 40 characters is recommended on all platforms. 6. Click OK Loading a Set To load a set, follow these steps: 1. Open the NVBU Backup, NVBU Restore, NVBU Set Management, or Reporting Job Editor window. 2. Click the applicable tab. 3. In the set selection area, click Load. 4. In the Load Set list, select the required set. 5. Click OK to apply the set to the current job. When you modify the set, NVBU will automatically apply the changes to all jobs that use the set.

138 138 Chapter 7 Using NVBU Sets Modifying a Set To modify a set, follow these steps: 1. Open the NVBU Backup, NVBU Restore, NVBU Set Management, or Reporting Job Editor window. 2. Click the applicable tab. 3. In the set selection area, click Load. 4. In the Load Set list, select the required set. 5. Click OK to load the saved settings. 6. In the set selection area, click Modify. 7. In the NetVault Warning window, click Modify. 8. Update the required settings. 9. In the set selection area, click Save As. 10.In the Save Set window, click OK to overwrite the existing set. Alternatively, type a new name, and click OK to save the selections in a new set Copying a Set To copy a set, follow these steps: 1. Open the NVBU Backup, NVBU Restore, NVBU Set Management or Reporting Job Editor window. 2. Click the applicable tab. 3. In the set selection area, click Load. 4. In the Load Set list, select the required set. 5. Click OK to load the saved settings. 6. In the set selection area, click Modify. 7. In the NetVault Warning window, click Copy. 8. Change the settings, if required. 9. In the set selection area, click Save As. 10.In the Save Set window, enter a new name for the set, and click OK Deleting a Set To delete a set, follow these steps: 1. Open the NVBU Backup, NVBU Restore, NVBU Set Management, or Reporting Job Editor window. 2. Click the applicable tab. 3. In the set selection area, click Load.

139 Quest NetVault Backup Administrator s Guide In the Load Set list, select the required set. 5. Click OK to load the saved settings. 6. In the set selection area, click Modify. 7. In the NetVault Warning window, click Modify. 8. In the set selection area, click Delete. 9. In the confirmation dialog, click Yes.

140 140 Chapter 7 Using NVBU Sets

141 Quest NetVault Backup Administrator s Guide 141 Chapter 8: WORKING WITH BACKUP POLICIES Backup Policies An Overview Plug-ins Which Support Policy-Based Backups Creating a Backup Policy Defining Jobs for a Policy Backup Creating User-Defined Events for Backup Policies Example Adding Clients or Client Groups for a Policy Backup Finalizing and Submitting a Policy Available Policy Views Changing the Policy View Policy Status Indicators Editing an Inactive Policy Quiescing a Policy Modifying Individual Policy Jobs Modifying the Client List for a Policy Acknowledging Errors and Warnings Deleting a Policy Backup Policies An Overview A backup policy allows you to administer multiple jobs for multiple clients. A policy can contain one or more jobs that target the selected clients or client groups. A policy can be used to implement backup strategies such as following: Perform recurring Incremental Backups and Full Backups Implement a media rotation scheme for the Incremental and Full Backups Perform daily backups of C drive for all Windows clients The policy jobs are created using sets which define the data selections, backup type, schedule, target device and media, and other backup options. Backup policies can be created and managed from the NVBU Policy Management window.

142 142 Chapter 8 Working with Backup Policies Plug-ins Which Support Policy-Based Backups Policy-based backups are supported by the following NVBU plug-ins: NetVault Backup Plug-in for FileSystem NetVault Backup Plug-in for Consolidation NetVault Backup Plug-in for Data Copy NetVault Backup Plug-in for Databases Creating a Backup Policy The procedure for creating a backup policy includes steps outlined in the following sections: Defining Jobs for a Policy Backup Creating User-Defined Events for Backup Policies Adding Clients or Client Groups for a Policy Backup Finalizing and Submitting a Policy Defining Jobs for a Policy Backup To define a policy job, follow these steps: 1. Open the NVBU Policy Editor window. To open this window: a. Click Policy Management on the toolbar or Large Buttons panel. Alternatively, on the Administration menu, click Policy Management: b. Then, click New Policy on the toolbar. Alternatively, on the File menu, click New Policy. 2. In Policy, enter a name for the policy. 3. In Job Name, enter a suitable title for the job. 4. In the following lists, select the sets to be used for the policy job. If you want to create new sets for the policy backup, click Manage Sets. For more information about creating a new set, see Creating a Set. Selection Set Filter By default, the Selections list will include all available selection sets. To list only the selection sets for the Plug-in for FileSystem, select File System. Selections Select the Backup Selection Set. Items selected for a policy backup should exist on all clients that are included in the policy. Therefore, you should select root or parent items (that is, complete directories or directory folders) rather than individual files (as they have the highest potential for not existing on one of the individual machines). Selection Options Select the Backup Options Set.

143 Quest NetVault Backup Administrator s Guide 143 Target Select the Target Set. Source Select the Source Set. A source set can only be used for Data Copy, Backup Consolidation, and Restore jobs. Schedule Select the Schedule Set. Advanced Options Select the Advanced Options Set. If the Advanced Options set contains pre-script or post-script options, copy the script files to the <NVBU Installation Directory>/scripts directory on each NVBU Client included in the policy backup 5. To schedule the job when you save the policy, leave the Job Active check box selected. To save the policy without scheduling the job, clear this check box. 6. To add another job, click Next Job, and in the NVBU - Information dialog, click Yes. Repeat step 2-5 for the new job. 7. Once all the jobs have been added, define the clients or client groups for the policy a Creating User-Defined Events for Backup Policies To raise a user-defined event for a backup policy, follow these steps: 1. In the NVBU Policy Editor window, click Setup Events on the toolbar. Alternatively, click Events on the Policy menu. 2. In the Policy Events window, configure the following parameters: Raise Event if Policy has Warnings To raise an event when a job completes with warnings, select this check box. Raise Event if Policy Fails To raise an event when a job fails, select this check box. 3. In the list next to the selected check box, select the user-defined event. If you have not created any user-defined events, the list will be empty. To define a new event, enter the event name in the list. 4. For a new user-defined event, complete the following steps: a. Click Save Policy on toolbar. Alternatively, on the File menu, click Save Policy. b. Set up a notification method for the event. For more information, refer to the applicable section: Setting Up a Global Notification Method Using Custom Notification Methods Setting Up a User Notification Profile

144 144 Chapter 8 Working with Backup Policies Adding Clients or Client Groups for a Policy Backup Before you start this procedure, create the required client groups to implement the policy. For more information about creating a client group, see Creating a Client Group. To add clients or client groups for a policy, follow these steps: 1. In the NVBU Policy Editor window, click Add Clients on the toolbar. Alternatively, on the Policy menu, click Add/Remove Clients. 2. In the NVBU Policy Clients Manager window, add or removed the required clients or client groups: Add Clients or Client Groups In the Available list, select the applicable clients or client groups, and click the Left Arrow. This will move the selected clients and client groups to the Selected list. Remove Client or Client Groups In the Selected list, select the applicable clients or client groups, and click the Right Arrow. This will move the selected clients and client groups to the Available list. 3. Click OK to complete the step Finalizing and Submitting a Policy To save a policy, click Save Policy on the toolbar. Alternatively, click Save Policy on the File menu. When you save the policy, all jobs that have the Job Active check box selected will be scheduled to run on the selected clients or client groups Example The following example describes the procedure for creating a policy to perform daily Incremental Backups and weekly Full Backups. The policy includes two jobs that are used to back up three clients Client-A, Client-B, and Client-C. To create the policy, follow these steps: 1. Create a client group, and add the clients, Client-A, Client-B, and Client-C, to the group. For more information about creating client groups, see Creating a Client Group. You can omit this step, and select the individual clients for the job instead of the client group. 2. Create the following sets: Backup Selections Set On the Selections tab, open the File System node. Select the C drive, and save the selection into a Backup Selections Set.

145 Quest NetVault Backup Administrator s Guide 145 Backup Options Set - On the Backup Options tab, select the Backup Method and Backup Type: Full Backup Backup Method Select the Volume Shadow Copy Service (VSS) option. Backup Type Select the Full option. Incremental Backup Backup Method Select the Volume Shadow Copy Service (VSS) option. Backup Type Select the Incremental option. Create the Backup Options Set for the Full and Incremental Backups. Schedule Set - On the Schedule tab, select the Schedule Type and Schedule Method: Full Backup Schedule Type Select the Repeating option. Schedule Method Select the Days of Week option. Select the options to run the job every Sunday at 11 A.M. Incremental Backup Schedule Type Select the Repeating option. Schedule Method Select the Every Day option. Select the options to run the job everyday at 9 P.M. Target Set On the Target tab, configure the target device and media options, and create the required Target Sets depending on your media rotation scheme. Advanced Options Set On the Advanced Options tab, configure the retention period and other options, and create the required sets. 3. Open the NVBU Policy Editor window. 4. In Policy, enter a name for the policy. 5. Create a job to perform weekly Full Backups: Job Name Enter a suitable title for the Full Backup. Selection Set Filter Select File System. Selections Select the applicable Backup Selection Set. Selection Options Select the Backup Options Set for the Full Backup. Target Select the Target Set for the Full Backup. Schedule Select the Schedule Set for the Full Backup. Advanced Options Select the Advanced Options Set for the Full Backup.

146 146 Chapter 8 Working with Backup Policies Job Active Leave this check box selected. 6. Click Next Job, and in the NVBU - Information dialog, click Yes. 7. Create a job to perform daily Incremental Backups: Job Name Enter a suitable title for the Incremental Backup. Selection Set Filter Select File System. Selections Select the Backup Selection Set used to perform the Full Backups. Selection Options Select the Backup Options Set for the Incremental Backup. Target Select the Target Set for the Incremental Backup. Schedule Select the Schedule Set for the Incremental Backup. Advanced Options Select the Advanced Options Set for the Incremental Backup. Job Active Leave this check box selected. 8. Add the client group or individual clients: a. Open the NVBU Policy Clients Manager window. b. In the Available list, select the client group or the individual clients, and click the Left Arrow. This will move the selected clients and client groups to the Selected list. c. Click OK to complete the step. 9. To save a policy, click Save Policy on the toolbar. Alternatively, click Save Policy on the File menu. NVBU will automatically create and schedule a job to run on each member client Available Policy Views NVBU offers three different ways to view a policy Domain View, Policy View, and Client View. These views can be used to view the policy status and perform the policy management functions. Certain functions like deleting a schedule or quiescing a policy can only be performed from the Policy View. To view the policy details: In the Policies area, expand the policy tree. Double-click a client or policy job. Alternatively, right-click the node, and select Open The icon to the left indicates the current status of the policy. All active jobs are displayed in blue text. The parent node displays number of active jobs for a policy (for example, 2 active jobs). The Details section displays the job details.

147 Quest NetVault Backup Administrator s Guide 147 Figure 8-18: Domain View Following is a brief description of the available policy views. Domain View This is the default view. In this view, the Domain Controller acts as the root node, which includes the Client and Client Group nodes. The Client and Client Group nodes can be expanded to view the individual policy details. Figure 8-19: Policy View Policy View In this view, a root node named Policies includes two nodes Clients and Definitions nodes. These nodes can be expanded to view the target clients and job definitions for the policy. Figure 8-20: Client View Client View In this view, the individual clients act as the main nodes that include two nodes Policies and Regular Jobs. These nodes can be expanded to view the policies and regular jobs defined for the client.

148 148 Chapter 8 Working with Backup Policies Changing the Policy View The Domain View is the default view for the Policy Management window. To use a different view, select the view type in the View list Policy Status Indicators In the NVBU Policy Management window, the current status of a policy, client, or job is depicted using the following light icons: Icon Description Status Green Light The corresponding job has completed successfully. For the Policy and Client nodes, it indicates that all jobs for the policy or client have completed successfully. Orange Light Red Light Editing an Inactive Policy The corresponding job has completed with warnings. For the Policy and Client nodes, it indicates that one or more jobs have completed with warnings. The corresponding job has failed. For the Policy and Client nodes, it indicates that one or more jobs have failed. A policy with no active jobs is called an Inactive Policy. To edit an inactive policy, follow these steps: 1. Load the policy definition in the NVBU Policy Editor window. a. Method 1 1.Open the Policy Management window. 2.On the Edit menu, click Edit Policy 3.In the Load Policy window, select the target policy and click OK. b. Method 2 1.Open the Policy Management window. 2.Choose any view. 3.Open the nodes further to display the target policy node. 4.Right-click this node, and select Edit. 2. To add a new job, see Defining Jobs for a Policy Backup. 3. To delete a job, follow these steps: a. Load the job definition in the NVBU Policy Editor window. Use the Next/ Previous buttons to navigate. b. Click Delete Job on the toolbar. Alternatively, on Policy menu, click Delete Job.

149 Quest NetVault Backup Administrator s Guide To edit a job definition, follow these steps: a. Load the job definition in the NVBU Policy Editor window. Use the Next/ Previous buttons to navigate. b. Click Manage Sets on the toolbar to modify a set. For more information about modifying a set, see Modifying a Set. To apply a different set, choose the set in the list. 5. To modify user-defined notification events, right-click the policy node, and select Policy Events. For more information about setting up user-defined notification events, see Creating User-Defined Events for Backup Policies. 6. To add or remove a client or client group, see Adding Clients or Client Groups for a Policy Backup. 7. To save the changes, click Save Policy on the toolbar. Alternatively, click Save Policy on the File menu. To create a copy of the policy, enter a new name for the policy in the Policy box, and on the File menu, click Save Policy As Quiescing a Policy A policy with one or more active jobs is called an Active Policy. To edit an active policy you must first quiesce the policy. A quiesced state is a temporary inactive or disabled state for the policy. To quiesce an active policy, follow these steps: 1. Open the NVBU Policy Management window. 2. In the View list, select Policy View. 3. Open the applicable nodes to display the target policy node. 4. Right-click the node, and select Quiesce. When you select this command, the policy state will change to Quiescing. 5. Before placing a policy in a quiesced state, NVBU will complete the following tasks: Delete all the scheduled instances for the policy jobs Complete the jobs that are in progress Complete phase 2 (for example, a Secondary Copy job) for the active jobs Although cloning is supported during this operation, the actual policy can only be modified after placed in a quiesced state. The policy status will change to Quiesce Complete, when 6. When the quiescing operation completes, the policy status will change to Quiesce Complete. To edit this policy, right-click the item, and select Edit. 7. To modify the policy, perform steps 2-7 described in the section Editing an Inactive Policy.

150 150 Chapter 8 Working with Backup Policies Modifying Individual Policy Jobs To modify a policy job that is currently inactive, follow these steps: 1. Open the NVBU Policy Management window. 2. In the View list, select Policy View. 3. Open the applicable nodes to display the target policy node. 4. Open the policy node. Then, open the Job Definition node and the target job to display the sets used to define the job. 5. To edit a set, right-click the set, and select Manage Sets. 6. In the NVBU Set Management window, update the required changes, and save the set. For more information about modifying a set, see Modifying a Set. The scheduled instance for the job will be modified when you save the set Modifying the Client List for a Policy To modify the client list for a policy, follow these steps: 1. Open the NVBU Policy Management window. 2. In the View list, select Policy View. 3. Open the applicable nodes to display the target policy node. 4. Right-click the node, and select Implement on Clients. 5. In NVBU Policy Clients Manager window, add or remove the clients or client groups: Add Clients or Client Groups In the Available list, select the applicable clients or client groups, and click the Left Arrow. This will move the selected clients and client groups to the Selected list. Remove Client or Client Groups In the Selected list, select the applicable clients or client groups, and click the Right Arrow. This will move the selected clients and client groups to the Available list. 6. To save the changes, click OK Acknowledging Errors and Warnings To acknowledge errors or warnings for a policy, follow these steps: 1. Right-click the applicable policy node, and select Acknowledge Errors or Acknowledge Warnings. To acknowledge errors within multiple policies, right-click the parent node. For example, in the Policy View, right-click the Policies node, and select Acknowledge Errors or Acknowledge Warnings.

151 Quest NetVault Backup Administrator s Guide NVBU will clear the errors and warnings, and change the status indicator to a green light icon Deleting a Policy You can delete a policy only if there are no active jobs for the policy or the policy is in a quiesced state. For more information about quiescing a policy, refer Quiescing a Policy. To delete a policy, follow these steps: 1. Open the NVBU Policy Management window. 2. In the View list, select Policy View. 3. Open the applicable nodes to display the target policy node. 4. Right-click the node, and select Delete. 5. In the confirmation dialog, click Yes.

152 152 Chapter 8 Working with Backup Policies

153 Quest NetVault Backup Administrator s Guide 153 Chapter 9: RESTORING DATA Restore An Overview NVBU Restore Jobs Creating a Restore Job Restoring Data from a Saveset with Offline Indexes Restoring Data from a Saveset with Compressed Indexes Restoring Data from an Encrypted Saveset Configuring Source Device Options Configuring Advanced Options for a Restore Enabling Network Compression Using Pre-Scripts and Post-Scripts Selecting the Restore Type Creating User-defined Events for Restore Jobs Additional Features Available on the Selections Tab Sorting the Savesets Filtering the Savesets Searching for Data Items Viewing Media List for a Saveset Additional Considerations Restores on Itanium Platforms Restore An Overview Restore refers to reconstructing all or part of a system from a backup. A restore can be performed for the following reasons: To recover lost data (for example, a file that was accidentally deleted) To recover database or files which have been corrupted To copy or move data to another database or directory To recover to a previous point-in-time, if some operation goes wrong To migrate data when upgrading to a new system To copy or move data to a test or production server To recover from media failure, OS corruption, loss of physical system

154 154 Chapter 9 Restoring Data The NVBU plug-ins integrate with the native APIs to restore and recover application-specific data from the backup savesets. The restore methods and options provided by these plug-ins vary depending on the application type. In general, NVBU offers the following restore features: Complete or granular restores Disaster recovery Restores to alternate location Restores to alternate server NVBU Restore Jobs Restores are performed from the NVBU Restore window. You can use the NVBU Console running on the server or any client to define and submit the restore job. A restore job definition generally consists of the following items: Selection list Plug-in specific restore options Source device options which specify where the source media is located Target client name, when restoring to an alternate server Job schedule Advanced restore options Each item contains a set of attributes which can be configured manually or using a set. For more information about NVBU sets, see Using NVBU Sets. Each NVBU job has a Job ID and a Job Title. The Job ID is an auto-generated number. The Job Title is a user-defined string that allows you to easily identify the job when monitoring its progress or viewing the job logs Creating a Restore Job To create a restore job, follow these steps: 1. Open the NVBU Restore window. To open this window: Click Restore on the toolbar or Large Buttons panel. Alternatively, on the Operations menu, click Restore. 2. On the Selections tab, double-click the client from which the data was backed up. Alternatively, right-click the node, and select Open. 3. Select the plug-in that was used to back up the data. 4. Locate the saveset that contains the data to be restored. The status of the online backup indexes for the savesets is depicted using the following saveset icons.

155 Quest NetVault Backup Administrator s Guide 155 Icon Status Online backup index is available. Such savesets can be opened without any additional steps. Online backup index has been compressed. NVBU will automatically decompress the index when you open the saveset. Alternatively, you can right-click the saveset, and select Uncompress. Online backup index is not available. To restore data from such savesets, you must reload the backup index from the backup media. For more information, see Restoring Data from a Saveset with Offline Indexes. 5. Open the saveset, and select the data to be restored. The selection tree varies for different plug-ins. For more information, refer to the relevant plug-in user's guide. 6. Click the Restore Options tab, and configure the restore type, restore method, and other plug-in specific options. For more information, refer to the relevant plug-in user's guide. 7. Click the Source tab, and configure the source device options. For more information, see Configuring Source Device Options. You can omit this step if you want NVBU to automatically select a suitable device. 8. By default, NVBU will restore the data to the original client from which data was backed up. To restore the data to an alternate NVBU Client, click the Target Client tab, and in the list of clients, select the target client. This type of restore is typically required while migrating data to a production or test server or performing a disaster recovery operation. Although all NVBU plug-ins support this feature, the actual implementation varies for each. Refer to the relevant Plug-in User's Guide for the complete procedure. 9. Click the Schedule tab, and configure the schedule type, method, and other options. For more information about scheduling options, see Scheduling Jobs. By default, the job will be scheduled to run immediately after you submit it. 10.Click the Advanced Options tab, and configure the required options. For more information, see Configuring Advanced Options for a Restore. You can omit this step if you do not want to specify any advanced options. 11. In Job Title, enter a suitable title for the job. The Job Title can contain alphanumeric and non-alphanumeric characters, but it cannot include Non- English characters. There is no length restriction. However, a maximum of 40 characters is recommended on all platforms. 12.Click Submit on the toolbar. Alternatively, on the Accept menu, click Submit Restore.

156 156 Chapter 9 Restoring Data Restoring Data from a Saveset with Offline Indexes The online backup indexes allow you to quickly scan through the contents of a saveset without loading the media. However, these indexes increase the disk space used by the NVDB. To reduce the disk space used by online indexes, you can either delete or compress the indexes. When the online indexes are deleted for a saveset, you need to manually load the index from the backup media to browse or restore data from the saveset. To load the backup index from the backup media, follow these steps: 1. Open the NVBU Restore window. 2. On the Selections tab, open the client from which the data was backed up. 3. Open the plug-in that was used to create the saveset. 4. Right-click the applicable saveset, and select Load Index. 5. In the Days to Keep Index box, enter the number of days you want to retain the index in the NVDB. 6. Click OK Restoring Data from a Saveset with Compressed Indexes The online backup indexes allow you to quickly scan through the contents of a saveset without loading the media. However, these indexes increase the disk space used by the NVDB. To reduce the disk space used by online indexes, you can either delete or compress the indexes. When the online indexes are compressed, NVBU automatically de-compresses them when you open the saveset in the NVBU Restore window. The index is copied to a temporary directory, and automatically deleted when the operation completes. If you want to de-compress a backup index manually, follow these steps: 1. Open the NVBU Restore window. 2. On the Selections tab, open the client from which the data was backed up. 3. Open the plug-in that was used to create the saveset. 4. Right-click the target saveset, and select Uncompress Restoring Data from an Encrypted Saveset To restore an encrypted backup, you do not have to perform any additional steps. However, before you start the restore procedure, ensure that the Plug-in for Encryption is installed and configured on the target client. For detail on installing and configuring the plug-in, refer to Quest NetVault Backup Plug-in for Encryption User s Guide.

157 9.3.0 Configuring Source Device Options Quest NetVault Backup Administrator s Guide 157 The source device options allow you to specify the device in which the media containing the data to be restored resides. These options can be used to select a local copy for a backup that was duplicated or copied to an off-site location. For example, if a backup was performed to an NVSD Device or a VTL, and then copied to a tape, the source device options can be used to restore data from the NVSD or VTL. To configure the source device for a restore, follow these steps: 1. In the NVBU Restore window, click the Source tab. 2. Under Device Options, configure the following parameters: Local Drives Only To use the locally-attached devices, select this check box. Any Device To use any suitable device for the job, leave this option selected. Specify Device To use specific devices, select this option. In the device list below, clear the check marks for the devices that are not to be used. When you remove a library, the associated drives will be automatically removed. Important: If the source DR Series system is in maintenance mode, the restore job will fail Configuring Advanced Options for a Restore This step involves configuring the options outlined in the following sections: Enabling Network Compression Using Pre-Scripts and Post-Scripts Selecting the Restore Type Creating User-defined Events for Restore Jobs Enabling Network Compression While transferring data over the network, you can enable the network compression option to reduce bandwidth requirements for the restore. NVBU performs data compression on the NVBU Server or SmartClient to which the source device is attached before transferring it over the network. On the target NVBU Client, NVBU decompresses the data before restoring it. Network compression does not work for the following types of jobs: Restores from NVSD Devices. Restores from devices attached to NAS Filers.

158 158 Chapter 9 Restoring Data Jobs using the Quest NetVault Backup Plug-in for NDMP, Quest NetVault Plug-in for NetWare, and Quest NetVault Bare Metal Recovery Plug-ins. To enable network compression for a restore job, follow these steps: 1. In the NVBU Restore window, click the Advanced Options tab. 2. Under Compression, select the Network Compression check box Using Pre-Scripts and Post-Scripts The pre-script and post-script options can be used to run user-defined scripts before a job starts or after a job completes. These scripts can be used to perform tasks, such as dismounting or shutting down a database before starting the job, or mounting/starting the database after the job completes. Important Considerations The script should be an executable file, for example,.bat on Windows or.sh on Linux/UNIX. The scripts can contain run-time parameters. You must use the NVBU environment variable NV_USER_ARG to access the values for these parameters in the script. You can also use other NVBU environment variables in the script. For a list of available environment variables, see NVBU Environment Variables. After creating the script, you must copy the file to the \scripts folder on the target client. You can also create sub-folders to organize the scripts. If a pre script fails, the restore job will fail. If the pre script completes successfully while the job fails, the post script will still be executed; the job status will be reported as failed. If the pre script and the backup complete successfully while the post script fails, a script error will be logged; the job status will be reported as completed with warnings. By default, NVBU provides the following two scripts that can be run as post backup scripts: psmail This script s the job completion status to the addresses provided as user parameter. psmail_logs This script s the job completion status and the job logs to the addresses provided as user parameter. To run a script before a job starts or after a job completes, follow these steps: 1. In the NVBU Restore window, click the Advanced Options tab. 2. Under Pre and Post Scripts, select the following options: a. To run a script before the job starts, select Use Pre Script. b. To run a script after the job completes, select Use Post Script.

159 Quest NetVault Backup Administrator s Guide Enter the script file name in the box next to the selected check box. If the script resides in the \scripts folder, just enter the file name. If it resides in a sub-folder within the \scripts folder, enter the relative path. For example, if the script file myscript.bat resides in the folder...\scripts\tst, enter \tst\myscript.bat in the box. 4. To provide run-time parameters, enter the value in User Parameter. The value should be valid and conform to its usage in the script. NVBU will not perform any validity checks for the user parameters Selecting the Restore Type NVBU offers the following restore types, which are supported by the NetVault Backup Plug-in for FileSystem, NetVault Backup Plug-in for SQL Server, NetVault Backup Plug-in for Exchange, NetVault Backup Plug-in for Sharepoint, and others: Restore from Selected Backup Restores all savesets in a backup sequence up to the selected saveset. For example, for a backup strategy that involves performing Full Backups on Sundays and Incremental Backups from Monday through Saturday, if you select Wednesday s Incremental, the restore job will automatically restore Sunday s Full Backup, and Incremental Backups from Monday through Wednesday. Restore from Latest Backup Restores all savesets in a backup sequence up to the latest backup. For example, you can select any saveset in the sequence to restore all the data up to Friday s Incremental Backup. To select the restore type, follow these steps: 1. In the NVBU Restore window, click the Advanced Options tab. 2. Under Restore Type, select the required option: Restore from Selected Backup Select this option to restore all savesets in the backup sequence up to the selected backup. Restore from Latest Backup Select this option to restore all savesets in the backup sequence up to the latest backup. Note: The Restore From Latest Backup Restore Type is incompatible with Archive Backups. Any attempt to create a restore job for an Archive Backup will fail if the Restore Type is set to Restore From Latest Backup on the Advanced Options tab.

160 160 Chapter 9 Restoring Data Creating User-defined Events for Restore Jobs An event can be described as any significant occurrence within the NVBU system that you want to be notified about. It can indicate a system condition or user action. NVBU includes a set of predefined events for which you can set up a notification method to alert you when they occur. For more information about the event types and notification methods, see Setting Up Event Notification. In addition to the predefined events, NVBU allows you to create the following user-defined events for a backup job: Restore completes successfully Restore completes with warnings Restore fails The user-defined events defined for a job are added to the Jobs User Defined Event Class in the Global Notification window. You can raise these events for any restore job within the NVBU Domain. To raise a user-defined notification event for a restore job, follow these steps: 1. In the NVBU Restore window, click the Advanced Options tab. 2. Under Events, configure the applicable options: Raise Event if Job is Successful To raise an event when the job completes successfully, select the check box. Raise Event if Job has Warnings To raise an event when the job completes with warnings, select the check box. Raise Event if Job Fails To raise an event when the job fails, select the check box. 3. In the list next to the selected check box, select the user-defined event. If you have not created any user-defined events, the list will be empty. To create a new event, enter the event name in the list. 4. For a new user-defined event, complete the following steps: a. Click Save on toolbar. Alternatively, on the File menu, click Save. b. Set up a notification method for the event. For more information, refer to the applicable section: Setting Up a Global Notification Method Using Custom Notification Methods Setting Up a User Notification Profile c. Load the job again and complete the remaining job definition steps.

161 Quest NetVault Backup Administrator s Guide Additional Features Available on the Selections Tab This section provides a brief description of the additional features available on the Selections tab of the NVBU Restore window. These features are common to all NVBU Plug-ins Sorting the Savesets By default, the savesets are sorted by the plug-in name. To change the sort order, select the applicable method in the Selection Method list: Plugin This is the default method. Backup Set To sort the savesets by the Selection Set used for the backup, select Backup Set in the Selection Method list. Job To sort the savesets by the Job Title, select Job in the Selection Method list Filtering the Savesets To filter the savesets, configure the following parameters: By Date Range Select the By Date Range check box, and enter or select the From and To dates to list the savesets generated during the specified period. Show On-line Status Select the Show On-line Status check box to list the savesets stored in the currently online media. Click Apply Filter to set the filter Searching for Data Items The Search feature allows you to find a particular file or data item within a saveset without opening it or browsing through the contents. You can use the entity name or a regular expression to find the entities. Typically, you can perform a search at the plug-in level to find which saveset contains the entity, or at the saveset level to determine whether the entity is included in a particular saveset. In the restore selections tree, you can use this feature at any level. To search for data items in a saveset, follow these steps: 1. On the Selections tab, right-click the client, and select Search. To perform a search at the plug-in or saveset level, open the nodes further. Right-click the applicable plug-in or saveset, and select Search. 2. In the Restore Search window, configure the following parameters:

162 162 Chapter 9 Restoring Data Search String Enter the search string. Regular Expression Search To search for entities using regular expression, select this check box. Case Sensitive To perform a case sensitive search, select this check box. 3. Click Search to begin the search and display the matching records Viewing Media List for a Saveset To view media list for a saveset 1. On the Selections tab, open the client from which the data was backed up. 2. Open the plug-in that was used to backup the data. 3. Right-click the target saveset, and select Media List. 4. In the window that appears, the following details are displayed: total backup size, media label, media group, offset, data, and location. 5. Click OK to close the window Additional Considerations Restores on Itanium Platforms When you try to restore a backup with an index larger than 2GB in size, the job may fail on Itanium platforms. If a restore fails with the error message Failed when sorting items to restore, follow one of these methods to manually increase the stack size: On the standard Unix platforms, edit the ulimit (-s option) in the CLI Terminal to increase the stack size. The following is a list of available options: ulimit -a provides all the settings for the environment ulimit -s provides the current stack size setting ulimit -s unlimited sets an unlimited stack size ulimit -s n (where n is the desired value) sets stack size to n. man ulimit provides for more details on the ulimit command After changing the value, run the ulimit -a command to ensure that the setting has been changed. On a HP-UX Itanium platform, use the bash command kmtune or kctune (depending on the operating system) to access to the kernel stack size information. The stack vars are maxssiz for 32-bit applications and maxssiz_64bit for 64-bit applications. The following is a list of available options:

163 Quest NetVault Backup Administrator s Guide 163 kmtune -l -q maxssiz provides the verbose setting information for a 32-bit application kmtune -l -q maxssiz_64bit provides the verbose setting information for a 64-bit application kmtune -u -s maxssiz=n (where n is the desired value) sets the new stack size to n for a 32-bit application kmtune -u -s maxssiz_64bit =n (where n is the desired value) sets the new stack size to n for a 64-bit application kmtune -u -s maxssiz+n (where n is the desired value) increases the stack size by n for a 32-bit application kmtune -u -s maxssiz_64bit +n (where n is the desired value) increases the stack size by n for a 64-bit application Note that all instances of kmtune should be replaced by kctune depending on the operating system. For more information, run the man command in a command window.

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165 Quest NetVault Backup Administrator s Guide 165 Chapter 10: MANAGING BACKUP MEDIA Backup Media An Overview Labeling and Grouping Media Performing Bulk Media Labeling and Grouping Viewing Media Details Write-Protecting Media Retiring Backup Savesets Marking Media for Re-use Scanning Foreign Media Tracking Offsite Location Marking Media as Unusable Removing a Backup Index from NVDB Blanking Media Performing Bulk Media Blanking Backup Media An Overview NVBU supports both physical and virtual media to store backup savesets. Each piece of media, whether a tape cartridge or a VTL, uses a label for identification. The media labels can be of the following types: Media barcode A system-generated string consisting of the NVBU Server Name, Current Date, and a Seed Number A user-defined string Important: Backups to NVSD Devices are stream-oriented. The concept of media does not apply to an NVSD Device. A piece of blank media can be automatically labeled during a backup. Alternatively, you can manually label a piece of media, or use the bulk labeling method. The default label consists of a system-generated string. The media barcodes can also be used as the default labels. For more information about setting barcodes as media labels, refer to Quest NetVault Backup Configuration Guide.

166 166 Chapter 10 Managing Backup Media To target the same set of tapes for a backup, you can create media groups. The media groups can be used in conjunction with the re-use option to implement a media rotation scheme for your Full and Incremental Backups. Additionally, you can use NVBU s media management tools to write-protect a piece of media, eliminate unusable media items, and track the off-site location for a piece of media Labeling and Grouping Media To label a piece of media or create a media group, follow these steps: 1. Open the NVBU Device Management window. 2. On the Devices tab, right-click the drive or slot that contains the media item, and select Properties. 3. In the Media Properties window, configure the following parameters: Note: Only the Group Label property can be set for the NVSD Devices. Media Label NVBU provides two default media labels the Media Barcode, and a system-generated string consisting of the NVBU Server Name, Current Date, and a Seed Number. To assign a default media label, select the label in the Media Label list. To specify a user-defined label, enter the string in the box. A media label can contain alphanumeric and non-alphanumeric characters, but it cannot include Non-English characters. Group Label To add a piece of media to a group, select the group label in the Group Label list. If you want to create a new group, enter the group label in the box. The group label can contain alphanumeric and nonalphanumeric characters, but it cannot include Non-English characters. Note: There is no length restriction on media and group labels. However, the combined display range for the media label, barcode and group label is 100 characters. Therefore, a maximum of characters is recommended for the media and group labels. Group labels are case-insensitive. NVBU does not distinguish between uppercase and lowercase letters in a media group label. Tape Format Select MTF on Windows and CPIO on Linux/UNIX. 4. Click OK.

167 Quest NetVault Backup Administrator s Guide Performing Bulk Media Labeling and Grouping To bulk label media items or media groups, follow these steps: 1. Open the NVBU Device Management window. 2. On the Devices tab, right-click the target library, and select Bulk Label. 3. In the Bulk Label Media window, configure the following parameters: Note: The bulk media labeling and grouping features are not applicable to NVSD Devices. Type of Media to Label Select the type of media to be labeled: Blank Select this check box to label any blank, non-labeled piece of media in a device that is currently accessible to the NVBU Server. Other Select this check box to bulk label media types that do not belong to any category listed here. NetVault 5 Select this check box to label any piece of media that was used to back up data with NVBU 5.x. Reusable Select this check box to label a piece of media that is marked as reusable. Type of Label Select the type of media label: Barcode To use media barcodes as the media labels, select this option. Machine and Date To generate a string using the NVBU Server Name, Current Date, and a Seed Number, select this option. User To assign a user-defined label, select User, and enter the following details: Label Enter the string to be used as media label. NVBU does not support a % character in the string. A media label can contain alphanumeric and non-alphanumeric characters, but it cannot include Non-English characters. Note: There is no length restriction on media and group labels. However, the combined display range for the media label, barcode and group label is 100 characters. Therefore, a maximum of characters is recommended for the media and group labels. Seed For the identification of individual media items, NVBU adds a sequential number to the user-defined string. The Seed parameter provides the initial value for the sequence. This value is incremented by one for each media item. The default value for Seed is one.

168 168 Chapter 10 Managing Backup Media Group Label To add the media items to a group, select the group label in the list. If you want to create a new group label, enter the string. The group label can contain alphanumeric and non-alphanumeric characters, but it cannot include Non-English characters. Group labels are case-insensitive. NVBU does not distinguish between uppercase and lowercase letters in a media group label while creating and using media groups. Select Media Items Select the applicable method: Select Individual Media Items In the media list, select the individual media items for labeling. To select consecutive items, hold down the Shift key while clicking with the mouse button; to select nonconsecutive items, hold down the Ctrl key while clicking with the mouse button. Select All Media Items To label all media items in the list, select the All Media in List check box. Enter LABEL to Confirm Request To confirm bulk labeling, enter LABEL in the box. This string is case insensitive. 4. Click OK Viewing Media Details To view the media status, follow these steps: 1. Open the NVBU Media Management window. 2. In the Media list, the online media items are depicted using a green light icon. To view the details of a piece of media, double-click it. Alternatively, right-click the media item, and select Open. 3. Under Details, click the corresponding tab to view the following information: Details The Details tab displays the media label, group label, off-site location, space used, media type, barcode, and retirement date. Statistics The Statistics tab displays the amount of free space, total size of stored data, total segments, and last read and write dates. History The History tab displays the re-use statistics, read and write errors, and total amount of data read and written. In case of any read or write errors, you should investigate the cause. If the media item is damaged, you can mark it as unusable to prevent further writes. Library The Library tab displays the library name, current media location (the drive/slot number), and original home location (drive/slot) for the media. 4. To view the details of a saveset within in a piece of media, double-click it. Alternatively, right-click the media item, and select Status.

169 Quest NetVault Backup Administrator s Guide Under Details, click the corresponding tab to view the following information: Backup The Backup tab displays the job title, NVBU Server and Client names, plug-in name, backup Selection Set, date, is an Incremental saveset, is an archive, and the number of generations left for the saveset expiration. Segment n The Segment n tab displays the length of the segment, offset, segment position, block size, total time required to complete the backup, total time required to transfer the data to segment n, user ID, and the backup retirement date. Index The Index tab provides the on-tape index information. The details include, the index size, the slot/drive on which the media resides, the user ID, and the retirement date Write-Protecting Media To write-protect a piece of media, follow these steps: 1. Open the Media Properties window. To open this window: Open the NVBU Device Management window. On the Devices tab, right-click the drive/slot that contains the media item, and select Properties. Alternatively, open the NVBU Media Management window. Under Media, right-click the media item, and select Properties. 2. In the Media Properties window, select the Read Only check box. Note: This property cannot be set for an NVSD Device. 3. Click OK. Important Notes NVBU may mark a piece of media as Read Only to stop further writes if a SCSI error occurs during a write operation. If this is the case, check for hardware errors. If no tape or media error is found, clear the check mark for the Read Only property. To write-protect a piece of media, you can also select the Protect Media from Further Writes after Backup check box on the Target tab of the NVBU Backup while creating a backup job. When you re-use a piece of media that was previously marked as read-only, NVBU will remove its Read Only tag. NVBU will remove the Read Only tag after the last saveset stored on the piece of media is retired.

170 170 Chapter 10 Managing Backup Media Retiring Backup Savesets NVBU allows you to configure a generation-based or time-based retirement period for a saveset. For a new backup, the retirement period can be set from the Advanced Options tab. For more information, see Configuring Retirement Period for a Saveset. For an existing saveset, you can set this option from the NVBU Media Management tab. NVBU will retire the saveset and delete its record from the NVDB after the retirement period has elapsed. The records for the Incremental/Differential backups will be automatically deleted when the base Full Backup is retired. Note: After the retirement period for a saveset stored on an NVSD has elapsed, NVBU will delete the backup from the device. The deleted backup cannot be imported by scanning the NVSD Device. To set or change the retirement date for existing savesets, follow these steps: 1. Open the NVBU Media Management window. 2. In the Media list, double-click the media item that contains the target saveset. Alternatively, right-click the media item, and select Open. 3. Right-click the saveset, and select Change Expiry. 4. In the Backup Expiry window, configure the following parameters: Time-Based Retirement Period Change Retirement Date Select this check box. On Select the On option, and enter or select the retirement date and time. Never Alternatively, select the Never option to retain the saveset indefinitely. Important: In a time-based retirement period, the time component (HH:MM) does not represent the actual time. It only represents the time due for saveset retirement. The actual time of retirement is determined by the interval at which the Media Manager scans the Media Database to identify the savesets that are to be retired. The default interval between two scans is 60 minutes. Therefore, if the retirement time is set to 10:20, the saveset will be actually retired at 11:00. To change the interval for the saveset retirement scans performed by the Media Manager, see Configuring Retirement Check Interval for Media Manager. Generation-Based Retirement Period Change Generations Select this check box.

171 Quest NetVault Backup Administrator s Guide 171 Discard After Select the Discard After option. In the Full Backups list, enter or select the number of Full Backups to be retained. For example, to retain four (4) generations of Full Backups on an NVSD Device, enter or select 4. Never Alternatively, select the Never option to retain the saveset indefinitely. 5. Click OK. Note: NVBU will automatically mark a piece of media for re-use when the last saveset stored on it is retired Marking Media for Re-use To manually mark a piece of media for re-use, follow these steps: 1. Open the NVBU Device Management window. 2. On the Devices tab, right-click the drive/slot in which the piece of media resides, and select Re-use. 3. In the confirmation dialog, click OK. When a piece of media is manually marked for re-use, NVBU will retain its media label and group associations. To reuse such media, you must set the Reuse Media option on the Target tab to either Any or With Same Group Label as Target Media. NVBU will overwrite the existing data on the media when they are re-used. Note: The media re-use option does not work for the NVSD Devices. The NVSD Devices use a process called Garbage Collection which finds and removes the chunks that are no longer in use from the chunk store and reclaims the disk space Scanning Foreign Media If no information is available about a piece of media in the NVDB, NVBU will mark that item as foreign. A piece of media can be marked foreign for several reasons, for example, it was swapped between libraries, removed from NVBU, or loaded on a device controlled by another NVBU Server. NVBU cannot process data stored in foreign media until you scan the media and import the backups and backup indexes into the NVDB. Note: For more information about scanning an NVSD Device, see Scanning an NVSD Device.

172 172 Chapter 10 Managing Backup Media To scan a foreign tape, follow these steps: 1. Open the NVBU Device Management window. 2. On the Devices tab, right-click the library, drive, or slot in which tape resides, and select Scan. NVBU will retrieve the header information from the backup media and add it to the NVDB. This will remove the foreign tag for the media. Important: The scanning process does not read the data on the tape. It skips between the beginning and end of backups to read the on-tape index for each backup saveset Tracking Offsite Location To track the offsite location for a piece of media, follow these steps: 1. Open the Media Properties window. To open this window: Open the NVBU Device Management window. On the Devices tab, right-click the drive or slot that contains the media, and select Properties. Alternatively, open the NVBU Media Management window. In the Media list, right-click the media item, and select Properties. 2. In the Offsite Location list, select the media location or enter a new location. Note: You cannot set this option for an NVSD Device. 3. Click OK Marking Media as Unusable To mark a damaged piece of media as unusable, follow these steps: 1. Open the Media Properties window. To open this window: Open the NVBU Device Management window. On the Devices tab, rightclick the drive/slot that contains the media, and select Properties. Alternatively, open the NVBU Media Management window. In the Media list, right-click the media item, and select Properties. 2. In the Media Properties window, select the Unusable check box. Note: This property cannot be set for an NVSD Device. 3. Click OK.

173 Quest NetVault Backup Administrator s Guide Removing a Backup Index from NVDB To delete a backup index from the NVDB, follow these steps: 1. Open the NVBU Media Management window. 2. In the Media list, double-click the media item that contains the target saveset. Alternatively, right-click it, and select Open. 3. Right-click the saveset, and select Remove. 4. In the confirmation dialog, click OK to remove the backup index from the NVDB. To use the saveset again, you must scan the media or recover a previous NVDB backup which contained the saveset information Blanking Media When you blank a piece of media, NVBU removes the NVBU header information from the media item, and deletes the media label and group association for that item. This allows the media to be reused for future backups. Important: Blanking deletes or erases the backup data residing on a piece of media. If it is desired to purposely destroy the data that is stored on a piece of media, it must be blanked by NVBU and have its data securely removed by the tools that are designed for such purposes. To blank a piece of media using NVBU, follow these steps: 1. Open the NVBU Device Management window. 2. On the Devices tab, right-click the drive/slot in which the piece of media resides, and select Blank. 3. In the confirmation dialog, click OK. Note: This procedure cannot be used to blank an NVSD Device Performing Bulk Media Blanking To perform bulk media blanking, follow these steps: 1. Open the NVBU Device Management window. 2. On the Devices tab, right-click the library in which the media items reside, and select Bulk Blank. 3. In the Bulk Blank Media window, configure the following parameters: Select Media Items Select Individual Media Items In the media list, select the individual media items for blanking. To select consecutive items, hold down the Shift key while clicking with the mouse button; to select

174 174 Chapter 10 Managing Backup Media non-consecutive items, hold down the Ctrl key while clicking with the mouse button. Select All Media Items To blank all media items in the list, select the All Media in List check box. Password Enter the password for the NVBU Server. Enter BLANK to Confirm Request To confirm bulk blanking, enter BLANK in the box. This string is case-insensitive. Note: This procedure cannot be used to blank an NVSD Device. 4. Click OK.

175 Quest NetVault Backup Administrator s Guide 175 Chapter 11: MANAGING NVBU JOBS NVBU Job Management An Overview Viewing Job Status and Job Definitions Monitoring Job Progress Filtering the Job List Filtering Job List on the Status Tab Filtering Job List on the Jobs Tab Running a Job Immediately Creating a New Instance for Non-Repeating Jobs Placing a Job on Hold Resuming a Job Aborting a Job Viewing Media Request Details Changing Media Request Priority for a Job Determining the Reason for the Waiting for Media Status Deleting a Job Schedule Deleting a Job Definition NVBU Job Management An Overview NVBU jobs are managed by the Job Manager. This process coordinates with the Data Plug-in, Media Manager, and other NVBU processes to complete the job execution. The job details are stored in the Scheduler database. You can monitor the job progress from the NVBU Jobs window. You can also start or stop jobs, access the job logs, and perform various other job management functions from this window. The NVBU Jobs window includes two tabs: Status Tab The Status tab displays the current status of all submitted jobs, including all scheduled, running, and completed jobs. Jobs Tab The Jobs tab displays the job definitions of all submitted and saved jobs.

176 176 Chapter 11 Managing NVBU Jobs Viewing Job Status and Job Definitions To view the job status or job definition, follow these steps: 1. Open the NVBU Jobs window. To open this window: Click Job Management on the toolbar or Large Buttons panel. Alternatively, on the Operations menu, click Job Management. 2. The Status tab is selected by default when you open the NVBU Jobs window. This tab lists all scheduled, running, and completed jobs. NVBU uses the following color codes to indicate the current status of a job. Job Run Status Running Scheduled Completed Background Color Yellow Blue White (Normal) To configure custom color codes for job status, refer to Quest NetVault Backup Configuration Guide. By default, the Status tab includes the following columns Time, Job Title, ID, Instance, Phase, Client, Selection Set, and Run Status. You can customize the tab to include the following columns Policy, Type, Owner, Selection Options, Schedule Set, Target Set, Advanced Options, and Duration. 3. To view the job definitions for saved and submitted jobs, click the Jobs tab. By default, the Jobs tab includes the following columns Job Title, Type, ID, Plugin, Client, Selection Set, Selection Options, and Next Run Time. You can customize the tab to include the following columns Job Title, Policy, Owner, Schedule Set, Target Set, and Advanced Options. 4. To show or hide columns displayed on the Jobs or Status tabs, do the following: To display a column, right-click the header row, and select the column. To hide a column, right-click the header row, and clear the check mark for the column. Note: To customize the show and hide settings for the columns on the Jobs and Status tabs, the tabs must contain at least one job record. 5. To specify a sort order for a column on the Jobs or Status tabs, click the column name on the header row. An Up Arrow icon next to the column name indicates that the records are sorted in ascending order, while a Down Arrow indicates the descending sort order. To change the sort order, click the column name again

177 Quest NetVault Backup Administrator s Guide To view the NVBU Logs for a job, do one of the following: On the Jobs or Status tab, double-click a job. Alternatively, right-click a job, and select View Log. For information about NVBU Logs, see NVBU Logs An Overview Monitoring Job Progress To monitor the progress of a backup or restore job, follow these steps: 1. Open the NVBU Jobs window. 2. On the Status tab, double-click the job. Alternatively, right-click the job, and select Monitor Progress. The Job Monitor window can only be accessed for jobs that are running. 3. The Job Monitor window displays plug-in-specific details. Typically, this window includes the following information Data Transfer Rate, Volume of Data Transferred, Elapsed Time, Items Completed, Current Object, and other details. 4. Click OK to close the window Filtering the Job List This section includes the following topics: Filtering Job List on the Status Tab Filtering Job List on the Jobs Tab Filtering Job List on the Status Tab To filter the jobs listed on the Status tab, follow these steps: 1. Click the Status tab on the NVBU Jobs window. 2. Click Set Filter on the toolbar. Alternatively, on the View menu, click Set Filter. 3. Set the required filters: Date and Time From First Job To start from the first job, select this option Specify Time To start from the specified date and time, select this option, and enter or select the date and time. To Last Job To list up to the last job, select this option

178 178 Chapter 11 Managing NVBU Jobs Specify Time To list up to the specified date and time, select this option, and enter or select the date and time. Job Status Scheduled Jobs To list all scheduled jobs or job scheduled to run within the next n hours or days, select this check box, and then select the applicable option: All To list all scheduled jobs, select this option. Run Within To list jobs scheduled to run within the specified number or hours or days, select this option. Running Jobs To display all active jobs, select this check box. Completed Jobs To list all completed jobs or filter the list based on the job completion status, select this check box, and then select the applicable option: All To list all completed jobs regardless of the completion status (completed successfully or completed with warnings or errors), select this option. Completed with Warnings or Errors To list only jobs completed with errors or warnings, select this option. Completed with Errors To list only jobs completed with errors, select this option. Job Attribute Filters To filter the job status records based on any of the following attributes, select the corresponding check box, and specify the value: Job Title Jobs that have the specified Job Title. Policy Jobs that are a part of the specified backup policy. Type Backup, Restore, or Report job type. ID Jobs IDs within the specified From and To values. Instance Job Instances within the specified From and To values. Phase Specified Job Phases. Client Jobs for the specified client. Owner Jobs owned by the specified NVBU user. Selection Set Jobs that use the specified Selection Set. Selection Options Jobs that use the specified Backup or Restore Options Set. Schedule Set Jobs that use the specified Schedule Set. Target Set Jobs that use the specified Target Set. Advanced Options Jobs that use the specified Advanced Options Set.

179 Quest NetVault Backup Administrator s Guide 179 Run Status Jobs in the specified run status. 4. By default, the filter settings are only applied to the current session. When you close the window, the settings will be discarded. To save the filter settings and use them as the default filter, select the Set as Default Filter check box. 5. To apply the filter conditions, click Apply. 6. Click OK to close the window Filtering Job List on the Jobs Tab To filter the jobs listed on the Jobs tab, follow these steps: 1. Click the Jobs tab on the NVBU Jobs window. 2. Click Set Filter on the toolbar. Alternatively, on the View menu, click Set Filter. 3. To filter the job records based on any of the following attributes, select the corresponding check box, and specify the value: Job Title Jobs that have the specified Job Title. Policy Jobs that are a part of the specified backup policy. Type Backup, Restore, or Report job type. ID Job IDs within the specified From and To values. Plugin Jobs that use the specified plugin. Client Jobs for the specified client. Owner Jobs owned by the specified NVBU user. Selection Set Jobs that use the specified Selection Set. Selection Options Jobs that use the specified Options Set. Schedule Set Jobs that use the specified Schedule Set. Target Set Jobs that use the specified Target Set. Advanced Options Jobs that use the specified Advanced Options Set. Next Run Time Jobs that are scheduled to run at the specified date and time. 4. By default, the filter settings are only applied to the current session. When you close the window, the settings will be discarded. To save the filter settings and use them as the default filter, select the Set as Default Filter check box. 5. To apply the filter conditions, click Apply. 6. Click OK to close the window.

180 180 Chapter 11 Managing NVBU Jobs Running a Job Immediately To run a job immediately, follow these steps: 1. Open the NVBU Jobs window. 2. On the Status or Jobs tab, right-click the job, and select Run Now. To select consecutive items, hold down the Shift key while clicking with the mouse button; to select non-consecutive items, hold down the Ctrl key while clicking with the mouse button. Note: The Run Now feature cannot be used to run multiple backup jobs which include a Data Copy or Duplicate phase (Secondary Copy phase) Creating a New Instance for Non-Repeating Jobs To create a new instance for a non-repeating job from an existing instance or job definition, follow these steps: 1. Open the NVBU Jobs window. 2. On the Status or Jobs tab, right-click the backup job, and select Edit/View Job. 3. In the Backup window, click Submit on the toolbar. Alternatively, click Submit on the Accept menu Placing a Job on Hold When you place a job on hold, NVBU will disable its schedule until you resume the job. To place a job on hold, follow these steps: 1. Open the NVBU Jobs window. 2. On the Status tab, right-click the job, and select Hold. Note: If you restart NVBU, a job on hold will remain in the same state, but it will be rescheduled to run at its next scheduled time. If the job cannot be rescheduled because it was scheduled to run once and this time has now elapsed, the job status will be set to Did not Run. Warning messages will be generated in the NVBU Logs explaining why the job did not run.

181 Resuming a Job Quest NetVault Backup Administrator s Guide 181 To resume a job that was placed on hold, follow these steps: 1. Open the NVBU Jobs window. 2. On the Status tab, right-click the job that was placed on hold, and select Resume Aborting a Job To abort a job, follow these steps: 1. Open the NVBU Jobs window. 2. On the Status tab, right-click the job and select Abort. 3. In the confirmation dialog, click Yes Viewing Media Request Details To view the media requests details while a backup job is in progress, follow these steps: 1. While a backup job is in progress, open the NVBU Media Management window. 2. In the Media list, double-click the media item, or right-click it and select Open. 3. Under Details, click the Media Request tab to view the following details: Request ID Job ID Request Type Job Status NVBU Client on which the job is running Drive on which the media resides Media and group label; if no specific media is targeted, Any is displayed Amount of space required on the media to complete the current request Whether Ensure This Backup is First on the Media check box is selected Whether Mark Media Read-Only is selected Whether Label Blank Media Automatically is selected Media format Whether media inactivity timeout is set Whether Local Drives Only option is selected

182 182 Chapter 11 Managing NVBU Jobs Whether Network Compression is enabled Changing Media Request Priority for a Job The default priority level for different media requests types is given below: Request Type Priority Level Backup Job 30 Restore Job 20 Continuation Request 5 A continuation request occurs when an active backup or restore job requires additional media for completion. NVBU assigns the lowest priority level to such requests so that they are not preempted by other media requests, and the active job completes without any interruption. To change the priority levels for an active job, follow these steps: 1. While a job is in progress, open the NVBU Device Management window. 2. On the Media Requests tab, right-click the job, and select Set Priority. 3. In the Set Request Priority window, configure the following parameter: Priority Enter or select a value from 1 through 100. The value 1 denotes highest priority, while the value 100 denotes lowest priority. A job with a priority level of zero will run as a background task. 4. Click OK Determining the Reason for the Waiting for Media Status When a job is in Waiting for Media status, it implies that the job is unable to initiate data transfer as the target drive or media is unavailable. This may be caused by any of the following reasons: The target media or device is in use by another job The target device is offline The target media is not loaded The Reuse Media option was not selected for a job. Therefore, the job is waiting for new media. No blank or reusable media is available for the job

183 Quest NetVault Backup Administrator s Guide 183 To determine the exact reason for the Waiting for Media status, follow these steps: 1. Open the NVBU Jobs window. 2. Right-click the job with the Waiting for Media status, and select Diagnose Job. 3. The Diagnose Media Requests for Job window displays the target device and media options with a list of available devices and media, and the reasons why they cannot be used. Important: We recommend that you perform the steps above and generate a binary log dump when logging a case with Technical Support. 4. Click OK to close the window Deleting a Job Schedule To delete a job schedule, follow these steps: 1. Open the NVBU Jobs window. 2. On the Status tab, right-click the job and select Delete Schedule. 3. In the confirmation dialog, click Yes Deleting a Job Definition To delete a job definition, follow these steps: 1. Open the NVBU Jobs window. 2. Click the Jobs tab. 3. Right-click the job, and select Delete. 4. In the confirmation dialog, click Yes.

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185 Quest NetVault Backup Administrator s Guide 185 Chapter 12: MANAGING NVBU LOGS NVBU Logs An Overview Viewing NVBU Logs Filtering Logs Exporting Logs to a Binary or Text File Viewing Exported Logs Deleting Logs Manually Creating User-Defined Events for NVBU Logs Removing a Custom Log Event NVBU Logs An Overview NVBU processes generate logs to notify the server about various activities performed within the NVBU system and report any problems or errors encountered during these activities. NVBU uses a log daemon to manage these logs, and write them to log files. The Log Daemon starts along with the NVBU Service, and runs on the NVBU Server. The log files reside in the...\logs directory (where... represents the NVBU installation directory) on the NVBU Server. This directory can be relocated using the NVBU Configurator. For more information, refer to the Quest NetVault Backup Configuration Guide. NVBU Logs are stored in binary format. The log files are named log-0, log-1, log-2, and so on. The Log Daemon always reserves space on the disk by creating a blank log file. For example, when log-0 becomes full, it creates log-2 before opening log-1 to write log messages. Log-0 and log-1 are created during NVBU installation. By default, the log daemon purges the log entries that are older than 30 days. You can override this behavior with a user-defined purge policy based on the log age or number of log pages. For more information, refer to the Quest NetVault Backup Configuration Guide. NVBU Logs are used to track activities and troubleshoot problems. You can view the logs from the NVBU Logs window. The device logs and job logs can also be viewed from the NVBU Device Management and NVBU Jobs windows, respectively.

186 186 Chapter 12 Managing NVBU Logs Viewing NVBU Logs To view NVBU Logs, follow these steps: 1. Open the NVBU Logs window. To open this window: Click Logs on the toolbar or Large Buttons panel. Alternatively, on the Operations menu, click Logs. Note: To view device-specific logs, you can use the Device Logs tab on the NVBU Device Management window. 2. The NVBU Logs window includes the following columns: Warning Level The Warning Level column indicates the severity of the issue. Based on their severity, NVBU Logs are classified as follows: Indicator Warning Level Description Background General logs Information Job Message Logs related to backup media, scheduler, and system activities. Job logs Warning Error Severe Error Problems encountered during execution, which do not cause a job to fail. Problems encountered during execution, which might have caused a job to fail. Critical problems encountered during execution, which might have caused a job to fail. An exclamation mark in the Warning Level Indicator denotes that the message can be opened further to view the log context. Date/Time The time stamp of the log entry. It is displayed in the following format: Year/Month/Date Hour:Minute:Second Job ID The Job ID for a backup, restore, or report job. Class The log classes or categories include the following System, Schedule, Jobs, Media, Devices, Database, Data Plugins, and GUI. Each class represents the type of operation that generated the logs. For example, the media activity logs are classified as Media, messages sent by the plug-in are classified as Data Plugin, and job messages are classified as Job.

187 Quest NetVault Backup Administrator s Guide 187 Client The name of the client on which the process that generated the log is running. Log Message The detailed log message or description. 3. To show or hide columns displayed in the NVBU Logs window, do the following: To hide a column, right-click the header row, and clear the check mark for the column. To display the column, right-click the header row, and select the column. Note: To customize the show and hide settings for the columns on the NVBU Logs window, the window must contain at least one log entry. 4. Double-click a message with an exclamation mark to open one of the following windows: Additional Information Window This window contains the data transfer details. View Job Context The log context typically contains the execution scripts or output generated by the plug-in. 5. To save a log context, click Save to File. In the Save Log Context window, enter the file name, and click OK. The file is saved to...\logs directory (where... represents the NVBU installation directory) Filtering Logs To filter the logs listed in the NVBU Logs window, follow these steps: 1. In the NVBU Logs window, click Set Filter on the toolbar. Alternatively, on the View menu, click Set Filter. 2. Set the required filters: Date and Time From Start Point To start from first event, select this option Specify Time To start from the specified date and time, select this option, and enter or select the date and time. To End Point To list up to the last event, select this option Specify Time To list up to the specified date and time, select this option, and enter or select the date and time. Clients Under Clients, select the applicable check box Select All To include all listed NVBU Clients, click Select All. Clear All To remove all listed NVBU Clients, click Remove All.

188 188 Chapter 12 Managing NVBU Logs This will normally result in no logs being displayed. However, if the log source is a log dump, the Clear All option behaves differently because the Clients list may or may not contain the NVBU Clients present in the logs. Although the Client list will be cleared, this will be interpreted as Do not Filter on NVBU Clients and all the logs will be displayed regardless of the Client list. Classes The log classes or categories include the following System, Schedule, Jobs, Media, Devices, Database, Data Plugins, and GUI. Each class represents the type of operation that generated the logs. By default, all classes are selected. To remove the logs for a category, clear the check box for it. Warning Levels The warning levels include the following All, Information, Job Messages, Warnings, Errors, Severe Errors Only. When you select a warning level, NVBU will list logs for that level and the higher levels. The default selection is Job Messages. With this selection, NVBU will list all logs for Job Messages, Warnings, Errors, and Severe Errors categories. If you want to display logs for all categories, select the All option. Jobs To display logs for a particular job, select the Filter on Job check box, and enter the Job ID. Text To set a filter string, select the Filter on Text check box, and enter the filter string. 3. Click Apply to apply the filter conditions. Then, click OK to close the window Exporting Logs to a Binary or Text File NVBU Logs can be exported to external files in binary or text format. This option can be used to create a copy of the logs before purging them from the NVDB. By default, all current logs are exported to the specified file. If you want to export logs generated during a specific period, first set a time-based filter criterion, and then use the dump option. For example, to dump all logs generated during the previous month, set a filter to display only those logs, and then select this option. To dump the logs into a binary or text file, follow these steps: 1. Open the NVBU Logs window. 2. Click Dump Logs to File on the toolbar. Alternatively, click Dump Logs to File on the Options menu. 3. In the Dump Log Entries to File window, configure the following parameters: Dump Log File Name Enter the export file name. If you do not specify the full path, the file will be saved in the following directory depending on the selected dump format:

189 Quest NetVault Backup Administrator s Guide 189 Binary Format <NVBU Installation Directory>\log\dumps\binary Text Format <NVBU Installation Directory>\log\dumps\text Format The logs can be exported in the following formats: Binary Select this option to export the logs to a binary file (.nlg). This file can be loaded on to NVBU temporarily, if required. When you send the logs to Quest Support, you must use the binary format. Text Select this option to export the logs to a text file. 4. Click OK to save the logs Viewing Exported Logs To view the logs exported to a binary file (.nlg), follow these steps: 1. Open the NVBU Logs window. 2. On the Options menu, click Select Logs Source. 3. In the Select Log Source window, configure the following parameter: Specify Log File Select this option, and do one of the following: To load a file available in the <NVBU Installation Directory>\logs\dumps\binary directory folder, select it in log file list below. To load a dump file residing in a different location, enter the full path in the box. 4. Click OK to view the dumped logs. 5. To reset the view to current logs, select the Use Default Log source option Deleting Logs Manually NVBU logs are automatically deleted after 30 days. You can change the Log Daemon properties and set a new purge period for the logs from the Configurator. For more information, refer to the Quest NetVault Backup Configuration Guide. To manually delete the logs that are no longer required, follow these steps: 1. Open the NVBU Logs window. 2. On the Options menu, click Purge Logs. 3. In the Purge Log Entries window, configure the following parameter: Purge Log Entries To Enter the date up to which you want to delete the logs. 4. Click OK.

190 190 Chapter 12 Managing NVBU Logs Creating User-Defined Events for NVBU Logs In addition to the predefined events, NVBU allows you to create user-defined events for specific log messages, and use the available notification methods to alert you when this event occurs. The user-defined events for log messages are added to the Log Daemon class in the NVBU Global Notification window. To create a user-defined event for a log message, follow these steps: 1. Open the NVBU Logs window. 2. Right-click the applicable message, and select Set Event. 3. In the Set Event Log window, configure the following parameters: Event Name Enter the event name. Description Enter a detailed description for the event. 4. Click OK to save the event definition. 5. Set up a notification method for the event. For more information, refer to the applicable section. Setting Up a Global Notification Method Using Custom Notification Methods Setting Up a User Notification Profile Removing a Custom Log Event To remove a custom log event, follow these steps: 1. In the NVBU Logs window, right-click the applicable log, and select Set Event. 2. In the Set Event Log window, and select Remove.

191 Quest NetVault Backup Administrator s Guide 191 Chapter 13: SETTING UP EVENT NOTIFICATION Events and Notification An Overview Event Types Notification Methods Sysop Sysop Operator Message Print Report Run a Job SNMP Trap User Notification Profile Custom Notification Method Events Notified By Default Setting Up a Global Notification Method Using Custom Notification Methods Custom Notification Methods An Overview Creating a Custom Notification Method Setting Up a Custom Notification Method Viewing Operator Messages Removing a User-Defined Notification Event Events and Notification An Overview An event can be described as any significant occurrence within the NVBU system that you want to be notified about. It can indicate a system condition or user action. An event can be a job-related or non-job related occurrence within the system, and can indicate a problem or condition that affects the system. The following sections provide a brief description of the event types and notification methods available in NVBU.

192 192 Chapter 13 Setting Up Event Notification Event Types NVBU events can be classified into two types: Predefined Events The predefined events are organized into the following categories or classes: Audit Licensing Media Database BakBone Time Log Daemon Policy Device Machines Scheduler Database Job Media Stats Collection Each category or class includes several event types. For more information about the predefined event types, see NVBU Events. User-Defined Events In addition to the predefined events, NVBU lets you create custom events which can be raised for individual backup jobs, backup polices, report jobs, and system logs. For more information about creating user-defined events, refer to the following sections: Creating User-Defined Events for Backup Jobs Creating User-Defined Events for Backup Policies Creating User-Defined Events for Report Jobs Creating User-Defined Events for NVBU Logs Notification Methods NVBU provides the following methods that can be used globally for all event types to receive a notification when the event occurs within the domain. Sysop Sysop Operator Message Print Report Run a Job SNMP Trap These methods can be configured from the NVBU Global Notifications window a Sysop The Sysop method can be selected to send an notification to the Administrator (Sysop) when the event occurs. This method requires the server address and Sysop mail ID, which can be configured on the Notification tab of the NVBU Configurator. For more information about these settings, refer to the Quest NetVault Backup Configuration Guide.

193 Quest NetVault Backup Administrator s Guide b c d e Sysop Operator Message The Sysop Operator Message method can be selected to log an operator message when the event occurs. These logs can be viewed from the NVBU Status window. For information about accessing the operator log messages, see Viewing Operator Messages. Print Report The Print Report method can be selected to generate a report when the event occurs. This method can only be used to notify about report job events. To use the Print Report notification method on Windows, you must perform one of the following: Configure a default printer for all Print Report notification events on the Notification tab of the NVBU Configurator. For more information about this setting, refer to the Quest NetVault Backup Configuration Guide. Alternatively, configure a printer name for the individual events using the NVPRINTER variable. For more information about this procedure, see Setting Up a Global Notification Method. Run a Job The Run a Job method can be selected to perform a job when the event occurs. The Job ID can be configured in the Notification Method Information window. For more information about this procedure, see Setting Up a Global Notification Method. SNMP Trap The Simple Network Management Protocol (SNMP) provides a means to monitor and control the network devices on TCP/IP based networks. An SNMP trap is a notification (message) sent from a managed device to the network management host when a significant event occurs. The event need not necessarily be an outage, a fault, or a security violation. The SNMP Trap method can be selected to send a message to the configured network manager host when the event occurs. This allows the administrator to monitor the NVBU events from an SNMP-based network management interface as a part of the network management operations. To enable SNMP traps, complete the following configuration procedures: Integrate the Management Information Base (.mib) file provided by NVBU with the network management software. The.mib file describes the format of SNMP Traps sent by NVBU.

194 194 Chapter 13 Setting Up Event Notification To integrate the.mib file, copy the nvnotifications.mib file from the...\etc directory (where... represents the NVBU installation directory) on the NVBU Server to the.mib files directory on the host system running the network management software. For more information about the location on the.mib files on the host, refer to the relevant network management software documentation. Configure the Network Manager Host address and authentication details on the Notification tab of the NVBU Configurator. For more information, refer to the Quest NetVault Backup Configuration Guide User Notification Profile NVBU allows you to set up a user notification profile, which can be used to notify the users by an or a Windows pop-up message when an event occurs. For information about setting up a user notification profile, see Setting Up a User Notification Profile Custom Notification Method Custom Notification Methods are created using external scripts, and typically used to perform some task when an event is raised within the NVBU domain. For more information about this method, see Creating a Custom Notification Method Events Notified By Default The SysOp Operator Message method is enabled by default for the following events: Event Class Event Type Description BakBone Time Server Time Unknown The Time Server is unable to fetch BakBone Time from the source. Device No Suitable Drive NVBU is unable to find a suitable drive to run a backup or restore job. Licensing License Exceeded Usage exceeds the available licenses Licensing License Expiring The NVBU evaluation license is nearing expiry or has expired. This event occurs when the validity period for an NVBU evaluation license is less than or equal to 7 days. Log Daemon Home Drive Becoming Full The disk space usage reaches warning or critical threshold. Media No Suitable Media NVBU is unable to find a suitable media to complete the backup job.

195 Quest NetVault Backup Administrator s Guide Setting Up a Global Notification Method To set up a global notification method for an event, follow these steps: 1. Open the NVBU Global Notifications window. To open this window: Click Global Notification on the toolbar or Large Buttons panel. Alternatively, on the Administration menu, click Global Notification. 2. In the list of event classes, double-click the event class. Alternatively, rightclick the event class, and select Show Event Types. 3. In the list of event types, double-click the event. Alternatively, right-click the event, and select Show Notification Methods. 4. Select the required notification method. For more information about the global notification methods, see Notification Methods. Sysop To use this method, configure the server address and Sysop ID on the Notification tab of the NVBU Configurator. For more information about these settings, refer to the Quest NetVault Backup Configuration Guide. Sysop Operator Message You can view these logs from the NVBU Status window. For information about accessing the operator log messages, see Viewing Operator Messages. Print Report To use this method on Windows, either configure a default printer on the Notification tab of the NVBU Configurator, or specify a printer for the selected event. For more information about configuring the default printer, refer to the Quest NetVault Backup Configuration Guide. To configure a printer for the selected event, follow these steps: a. Double-click the Print Report method. Alternatively, right-click the method, and select About Extra Variables. b. In the Notification Method Information window, configure the NVPRINTER variable: NVPRINTER=<Printer URL> c. Click OK to save the settings. Run a Job To use this method, create the job that you want to run when the event occurs, and then configure the Job ID as described below: a. Double-click the Run a Job method. Alternatively, right-click the method, and select About Extra Variables. b. In the Notification Method Information window, configure the JOBID variable: JOBID=<Job ID for the job to run when the event is raised> c. Click OK to save the settings.

196 196 Chapter 13 Setting Up Event Notification SNMP Trap To use this method, copy the nvnotifications.mib file to the.mib files directory on the host system, and configure the Network Manager Host address and authentication details on the Notification tab of the NVBU Configurator. 5. Click Save Global Notification Profile on the toolbar. Alternatively, on the File menu, click Save Using Custom Notification Methods This section includes the following topics: Custom Notification Methods An Overview Creating a Custom Notification Method Setting Up a Custom Notification Method Custom Notification Methods An Overview Custom Notification Methods are created using external scripts, and typically used to perform some task when an event occurs within the NVBU domain. The script file contains a header and body. The header specifies the script name and provides a brief description about the script. The script body contains the commands. The script file can be created using any text editor. These files must be stored in the \scripts\global directory (where represents the NVBU installation directory). Only users with good knowledge of scripting using NVBU executable files and environmental variables should use this feature Creating a Custom Notification Method To create a custom notification method, follow these steps: 1. Open a new script file in a text editor. 2. Create the script header: Specify the method name on the first line. Enclose the name within the NVNAMESTART and NVNAMEEND tags. On Linux/UNIX, specify the interpreter name on the first line of the script (for example, #!\bin\sh). To include a description about the script, enclose the text within the NVCOMMENTSTART and NVCOMMENTEND tags. You can use multiple lines of text. Script description is optional. Begin each header line with a REM tag on Windows and the # character on Linux/UNIX to mark the line as a comment.

197 Quest NetVault Backup Administrator s Guide 197 An example is given below: REM NVNAMESTART My Custom MethodNVNAMEEND REM NVCOMMENTSTART Start a new REM occurrence of this event. REM NVCOMMENTEND Figure 13-1: Custom Notification Method listed on the NVBU Global Notifications window 3. Create the script body and specify the syntax for the commands. To use NVBU scripts residing in the \scripts directory, provide the complete path: Windows %NVHOME%\scripts\<command> Linux/UNIX $NVHOME\scripts\<command> Ensure the script has a valid exit status. You can open the scripts residing in the \util directory using any text editor to view the proper structure and use them as a template for the custom scripts. 4. Save the script with.bat extension on Windows and.sh extension on Linux/UNIX in the \scripts\global directory. The new method will now be available for all events on the NVBU Global Notification window Setting Up a Custom Notification Method To set a custom notification method, follow these steps: 1. Open the NVBU Global Notifications window. 2. In the list of event classes, double-click an event class. Alternatively, rightclick the class, and select Show Event Types. 3. In the list of event types, double-click an event type. Alternatively, right-click the event type, and select Show Notification Methods.

198 198 Chapter 13 Setting Up Event Notification 4. Double-click the custom method. Alternatively, right-click it, and select About Extra Variables. 5. In the Notification Method Information window, configure the following parameter: Setting Variables Use the NVBU environmental variables to provide the values required by the script. To specify multiple arguments, you can use a Comma (, ), Carriage Return (CR), or Line Feed (LF) as a delimiter. Example: Comma as a delimiter ARG0=NVTEST.NV_Test_SP_v2, ARG1=1, ARG2=NETVAULT, ARG3=NVRelease, ARG4=1, ARG5=1, ARG6=p_return_msg, ARG7=p_status Example: CR or LF as a delimiter To include special characters in the value string, you can use the Exclamation Mark (! ) escape character. For example, To specify Comma (, ) in the value string, enter!, To specify Exclamation Mark (! ) in the value string, enter!! To specify Equals ( = ) in the value string, enter!= NVBU does not support the use of escape character in the name string. 6. Click OK. 7. Click Save Global Notification Profile on the toolbar. Alternatively, on the File menu, click Save Viewing Operator Messages To view operator messages for the NVBU events, follow these steps: 1. Open the NVBU Server Status window. To open this window, do one of the following: Click Status on the toolbar or Large Buttons panel. ARG0=NVTEST.NV_Test_SP_v2 ARG1=1... ARG7=p_status Alternatively, on the Operations menu, click Status.

199 Quest NetVault Backup Administrator s Guide Review the sysop operator messages for the events in the Operator Messages area. The available actions include the following: Flag a Message To flag a message, right-click the message, and select Flag. Unflag a Message To clear the flag, right-click the message, and select Unflag. Acknowledge a Message To acknowledge a message, right-click the message, and select Acknowledge. Delete a Message To delete a message, right-click the message, and select Delete. Clear all Logs To clear all logs, right-click any message, and select Delete All Removing a User-Defined Notification Event To remove a user-defined notification event, follow these steps: 1. Open the NVBU Global Notifications windows. 2. On the Global Notification Profile tab, locate the event class for the user-defined event. 3. Right-click the user-defined event, and select Remove Event. 4. In the confirmation dialog, click Yes. 5. In the Definitions Raising Event window, click Force Remove.

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201 Quest NetVault Backup Administrator s Guide 201 Chapter 14: IMPLEMENTING ACCESS CONTROL MECHANISMS Access Control An Overview Predefined User Accounts The Auditor Daemon Creating a User Account Configuring User Details Granting Access to NVBU Clients Granting Access to Media Groups Granting User Privileges Setting Media Usage Quota Setting Job Quota Setting Up a User Notification Profile Setting Password for the User Account Disabling Password Expiration for a User Account Setting a Global Password Expiration Policy Modifying a User Profile Deleting a User Account Access Control An Overview NVBU provides user-level access control mechanisms which can be implemented to accomplish the following: Prevent unauthorized access to your backup system Grant privileges based on the user roles and functions For example, you can create an NVBU user for the Database Administrator role, and grant privileges to perform backup and restore jobs for the database systems. Similarly, you can create a user account for the network administrator, and grant privileges to add and remove backup devices. For a list of NVBU user privileges, see User Privileges.

202 202 Chapter 14 Implementing Access Control Mechanisms Predefined User Accounts NVBU creates two predefined user accounts during installation: default This is the standard user account. NVBU uses the default user account to automatically logon to the system when no access control mechanisms are in place. The default user has full access to the NVBU system. By default, no password is set for this account, which enables automatic logon. Setting a password for this account will disable automatic logon, but it will prevent unauthorized access to your NVBU system. admin This is the Administrator user account. By default, no password is set for this account. To prevent unauthorized access, we recommend that you set up a password for the admin user account The Auditor Daemon The access control mechanisms are controlled by the Auditor Daemon (nvavp), which runs on the NVBU Server. This process tracks and controls all user activities. It validates each user request, and depending on the assigned privileges, allows or denies the request. The Auditor records these events in the audit log, which is also known as the Audit Trail. The audit log is named audit.bin and resides in the.../db directory (where... represents the NVBU installation directory). You can view these logs using the NVBU Audit Trail report. The Auditor automatically deletes the logs that are older than 31 days. You can change this property from the NVBU Configurator. For more information, see Quest NetVault Backup Configuration Guide Creating a User Account To create a user account, follow these steps: 1. Open the NVBU Access Control window. To open this window: Click Access Control on the toolbar or Large Buttons panel. Alternatively, on the Administration menu, click Access Control. 2. On the Users tab, click Add User. This will create a user named New User. 3. Right-click New User, and select User Properties. 4. Set the user name and other user details. For more information, refer to the following sections: Configuring User Details Granting Access to NVBU Clients Granting User Privileges Granting Access to Media Groups Setting Media Usage Quota

203 Quest NetVault Backup Administrator s Guide 203 Setting Job Quota Setting Up a User Notification Profile 5. To set or change password for the user account, see Setting Password for the User Account 6. Click Save User Details on the toolbar. Alternatively, on the File menu, click Save User Configuring User Details 1. In the NVBU User Properties window, click the User Details tab. 2. Configure the required properties: Identification Under Identification, set the user account name and real name properties. Account Enter a name for the user account. The user name must be unique. You can assign a name based on the user group, role, or actual name of the user. The user name can contain alphanumeric and non-alphanumeric characters, but it cannot include Non-English characters. There is no length restriction, but a maximum of 20 characters is recommended on all platforms. We recommend that you do not include the following characters in user names: " / \ : ; *? < >^ Real Name Specify the actual name of the user or group, if required. Under , you can configure up to three IDs in the -1, -2, or -3 boxes. The ID specified in the -1 box will be used for notifications if you set up a notification profile for the user account. For more information, see Setting Up a User Notification Profile. Contact Numbers Under Contact Numbers, you can configure the Telephone, FAX, Cellular, and Pager options. Details Under Details, specify the workstation details in the Workstation, Location, and Description boxes Granting Access to NVBU Clients To grant access to NVBU Clients, follow these steps: 1. In the NVBU User Properties window, click the Group Memberships tab. 2. Under Client Groups, select the required groups: Grant Access to All Clients in the NVBU Domain To grant access to all client groups, use one of the following methods:

204 204 Chapter 14 Implementing Access Control Mechanisms Select the User is a Member of All Client Groups check box. When you select this check box, the user account will be automatically granted access to any new clients or client groups that are added to the NVBU Server. Alternatively, in the Not Member Of list, select the default group, and click the Left Arrow. Grant Access to Specific Client Groups To grant access to specific client groups, select the applicable client groups in the Not Member Of list, and click the Left Arrow. This will move the selected client groups to the Member Of list. To remove a client group, select the group in the Member Of list, and click the Right Arrow. Local Access Only To allow access to a client only when the user is locally logged on to the client, select the Local Access Only check box. When you select this check box the user cannot target the client for backups remotely from the NVBU Server or any other NVBU Client Granting Access to Media Groups To grant access to media groups, follow these steps: 1. In the NVBU User Properties window, click the Group Memberships tab. 2. Under Media Groups, select the required groups: Grant Access to All Media Groups To grant access to all media groups, select the User is a Member of All Media Groups check box. When you select this check box, the user account will be automatically granted access to any new media groups that are added to the NVBU Server. Grant Access to Specific Media Groups To grant access to specific media groups, select the applicable media groups in the Not Member Of list, and click the Left Arrow. This will move the selected media groups to the Member Of list To remove a media group, select the group in the Member Of list, and click the Right Arrow Granting User Privileges To grant user privileges, follow these steps: 1. In the NVBU User Properties window, click the Privileges tab. 2. Under Privilege Flags, configure the required parameters: Grant All Privileges To grant all privileges, select the User is Granted All Privileges check box.

205 Quest NetVault Backup Administrator s Guide 205 Grant Specific Privileges To grant specific privileges, select the applicable functions in the Denied list, and click the Left Arrow. This will move the selected items to the Granted list. To select consecutive items, hold down the Shift key while clicking with the mouse button; to select non-consecutive items, hold down the Ctrl key while clicking with the mouse button. To revoke any granted privilege, select the applicable items in the Granted list, and click the Right Arrow. Save Preset To save the selected user privileges into a preset, click Save Preset. In the Select Preset dialog, enter a name for the set, and click OK. You can use the preset to assign the same set of privileges to another user account. Apply a Preset To apply a saved preset, click Load Preset. In the Select Preset list, select applicable preset, and click OK Setting Media Usage Quota To set media usage quota for a user, follow these steps: 1. In the NVBU User Properties window, click the Privileges tab. 2. Under Media Quota, configure the following parameters: Infinite By default, no restrictions apply to the amount of media used by any NVBU user. To allow access to infinite amount of media, leave this option selected. Up To To configure media quota for a user, select this option, and enter or select the amount of media that can be used. The usage quota is specified in GB. When the media usage reaches the defined quota, the jobs submitted by the user will fail. The media usage amount is calculated from the existing records in the media database. When a saveset is retired, the amount of media used by it is added to the available pool Setting Job Quota To set job quota for a user account, follow these steps: 1. In the NVBU User Properties window, click the Privileges tab. 2. Under Job Quota, configure the following parameters: Infinite By default, no restrictions apply to the number of jobs performed by any NVBU user. To allow access to infinite number of jobs, leave this option selected. Up to To configure job quota for a user, select this option, and enter the maximum number of jobs for the user. When the total number of existing jobs reaches the defined quota, a user will not be able to submit more jobs. The number of jobs performed by any user is derived from the

206 206 Chapter 14 Implementing Access Control Mechanisms existing records in the scheduler database. For any deleted job definitions, a user can submit an equal number of new jobs Setting Up a User Notification Profile NVBU allows you to set up a user notification profile, which can be used to notify the users by an or a Windows pop-up message when an event occurs. To set up a notification profile for a user, follow these steps: 1. In the NVBU User Properties window, click the Notification Profile tab. 2. In the list of event classes, double-click an event class. Alternatively, right-click the event class, and select Show Event Types. 3. In the list of event types, double-click an event. Alternatively, right-click the event, and select Show Notification Methods. 4. In the list of available notification methods, select the applicable method. Select this method to send an notification to the user when the event occurs. NVBU uses the ID configured in the -1 box on the User Details tab to send user notification. Windows Pop-up Message Select this method to display pop-up messages to the user when the event occurs. This method is only supported on Windows. The pop-up messages will not be displayed if a firewall or any other tool is configured to block such messages. The pop-up message notification method is not available in the recent versions of Windows Setting Password for the User Account To set or change the password for a user account, follow these steps: 1. In the list of users on the NVBU Access Control window, right-click the user name, and select Set Password. 2. In the Set User Password window, configure the following parameters: Existing Password Enter the current password for the account. Leave it blank if no password is set for the account. New Password Enter the new password for the user account. The password can contain alphanumeric and non-alphanumeric characters, but it cannot include Non-English characters. The user password can contain a maximum of 100 characters. Confirm Password Re-enter the password for confirmation. 3. Click OK.

207 Quest NetVault Backup Administrator s Guide a Disabling Password Expiration for a User Account To disable password expiration for a user account, follow these steps: 1. In the list of users on the NVBU Access Control window, right-click the user name, and select User Properties. 2. Click the Privileges tab. 3. Under General, select Password Never Expires. Important: The Password Never Expires setting overrides any global password expiration policy that you may have set Setting a Global Password Expiration Policy To set a global password expiration policy for all NVBU users, follow these steps: 1. In the NVBU Access Control window, click Edit Password Policy. 2. In the Edit Password Policy window, configure the following parameters: Passwords have a Maximum Age <n> Days Select check box, and enter or select the maximum number of days a password can be used before the user is required to change it. Display Reminder <n> Days Before Enter or select the number of days before NVBU notifies the user to change their password. Users will see a message when they log on to NVBU. 3. Click OK Modifying a User Profile To modify a user profile, follow these steps: 1. Open the NVBU Access Control window. 2. In the list of users, right-click the user, and select User Properties. 3. To modify the user profile, refer to the following sections: Configuring User Details Granting Access to NVBU Clients Granting User Privileges Granting Access to Media Groups Setting Media Usage Quota Setting Job Quota Setting Up a User Notification Profile 4. To set or change password for the user account, see Setting Password for the User Account

208 208 Chapter 14 Implementing Access Control Mechanisms 5. Click Save User Details on the toolbar. Alternatively, on the File menu, click Save User Deleting a User Account To delete a user account, follow these steps: 1. Open the NVBU Access Control window. 2. In the list of users, right-click the user, and select Remove User. 3. In the confirmation dialog, click OK. Note: The user account admin cannot be deleted.

209 Quest NetVault Backup Administrator s Guide 209 Chapter 15: REPORTING IN NVBU NVBU Reports An Overview Types of Reports Supported Report Formats The NVBU Reports Management Window The Reports Database Reporting and Event Notification Generating a Canned Report Creating a Custom Report Selecting Report Components Inserting Custom Headers and Footers Defining Job Schedule Configuring Report Options Creating User-Defined Events for Report Jobs Retaining Excluded Data for Historic Reports Using Pre-Scripts and Post-Scripts Using Output File Finalizing and Submitting a Job Retaining Excluded Data for Historic Reports Working with User-Defined Components Selecting a Base Component Selecting Fields for a Component Sorting the Output Specifying the Output Type Setting the Output Options Defining Headers and Footers for the Component Setting Filter Conditions Creating or Modifying Filter Expressions Saving a Component Working with Historic Reports Editing or Viewing a Report Template Viewing Logs for Report Jobs

210 210 Chapter 15 Reporting in NVBU Deleting a Report Template NVBU Reports An Overview NVBU' s comprehensive reporting system includes a number of predefined reports which can be used to view the current status of jobs, devices, or clients, utilization details, performance statistics, and other information about various NVBU components and operations. If these predefined reports do not meet your information requirements, the advanced reporting capabilities allow you to build your own custom reports without having to understand where and how the data is stored Types of Reports NVBU offers two types of reports: Canned Reports Canned Reports are predefined reports that allow you to quickly and easily retrieve information about the backup and restore jobs, online and offline media, clients and devices, and other common queries. These reports are generated using built-in HTML templates. You can run and view these reports from the NVBU Reports window. For a list of available canned reports, see Canned Reports. Custom Reports Custom reports are reports that you create and design to meet specific information requirements. You can use this feature to create a consolidated report on several components and operations, view averages and totals, or add custom headers, footers, and filter conditions. Custom reports are generated using user-defined report templates, which can be created in HTML, Text, or Comma Separated Value (CSV) file formats. The custom reports can be saved for reuse, and scheduled to run at predefined time and intervals. You can create and view custom reports from the NVBU Reports window Supported Report Formats The canned and custom reports can be generated in the following formats: HTML On Windows, you can use the built-in browser to view these reports. On Linux/UNIX, you must configure a default browser using the Configurator. These options are available on the Browser subtab on the GUI tab. For more information, see to the Quest NetVault Backup Configuration Guide. Text This format can be used to view the reports from the command line or using any text editor. CSV This format can be used to generate CSV file which can be imported to your spreadsheet or database application.

211 The NVBU Reports Management Window Quest NetVault Backup Administrator s Guide 211 Both Canned and Custom reports are run from the NVBU Reports window. The NVBU Reports window includes the Jobs and Status tabs. Jobs The Jobs tab provides a list of job definitions for Canned and Custom reports. Status The Status tab provides a list of scheduled, running, and completed report jobs. NVBU uses the following color codes to indicate the current status of a job: Job Status Running Jobs Scheduled Jobs Completed Jobs Background Color Yellow Blue White (Normal) To configure custom color codes for job status, refer to Quest NetVault Backup Configuration Guide The Reports Database NVBU stores the report templates and components in the reports database which resides in the /NVBU/reports directory (where refers to the NVBU installation directory). You can relocate the database using the NVBU Configurator. For more information about relocating the reports database, refer to the Quest NetVault Backup Configuration Guide Reporting and Event Notification The reporting functionality is integrated with the event notification system. This allows you to set up global or user-specific notification methods, and receive notification when a job completes or fails, or when certain conditions are met. You can use this feature to send reports as attachments to the Administrator or any other NVBU user Generating a Canned Report To generate a canned report, follow these steps: 1. Open the NVBU Reports Management window. To open this window, do one of the following: Click Reports Management on the toolbar or Large Buttons panel. On the Operations menu, click Reports. 2. On the Jobs tab, double-click the required canned report. Alternatively, right-click the report, and select Run and View.

212 212 Chapter 15 Reporting in NVBU To raise the associated events and receive a notification, select Run and Notify. 3. For reports that use filters (for example, Start and End Dates, Job ID or any other filter), a Set Filters for Report window will appear. Specify the filter values in this window, and click OK. 4. The report will be displayed in the built-in or the configured browser Creating a Custom Report The procedure for creating a custom report includes steps outlined in the following sections: Selecting Report Components Inserting Custom Headers and Footers Defining Job Schedule Configuring Report Options Creating User-Defined Events for Report Jobs Retaining Excluded Data for Historic Reports Using Pre-Scripts and Post-Scripts Using Output File Finalizing and Submitting a Job Selecting Report Components A Custom Report can include both predefined and user-defined components. User-defined components are customized components derived from a predefined component. For more information, see Working with User-Defined Components. For a list of predefined report components, see Report Components. To select the components for a report, follow these steps: 1. Open the NVBU Reports Management window. 2. Then, open the Reporting Job Editor window. To open this window: Click Report Job on the toolbar. Alternatively, on the Reports menu, click Report Job. 3. The Available Components list on the Components tab provides a list components which are sorted by the component class by default. To change the sort order, select the applicable method in the Viewing Methods list. By Class This is the default Viewing Method. All To list the components in alphabetical order, select All in the Viewing Method list.

213 Quest NetVault Backup Administrator s Guide 213 By Output Type To list components by the output type Comma Separated Values, HTML Text or Plain Text select By Output Type in the Viewing Method list. 4. To add an available component, use the following steps: a. Double-click the parent class or output type. Alternatively, right-click the node, and select Show Components. b. Double-click a component. Alternatively, right-click it, and select Add to Job. This will move the component to the Selected Components list. c. To add other available components, repeat steps a and b. 5. To change the order in which the components appear in the report, select the component in the Selected Components list, and click Up or Down. 6. To include a new user-defined component in the report, click New Component. For more information about creating a user-defined component, see Working with User-Defined Components. After creating the component, click Save and Add to Job on the toolbar. Repeat this step for any other new component you want to include in the report. 7. To modify an added component, select it in the Selected Components list, and click Edit. This will open the Report Component Editor window. For more information about modifying a report component, see Working with User-Defined Components. 8. To remove a component, select it and click Remove Inserting Custom Headers and Footers Each report contains a default header and footer, which is in HTML or text format depending on the output format of the component. To replace them with custom header or footer, follow these steps: 1. In the Reporting Job Editor window, click the Header/Footer tab. The available header templates are listed under Choose Header. 2. To insert a custom header, clear the Default check box in the Choose Header list. 3. To use an existing custom header, select the item in the Choose Header list. Ignore the remaining steps in this section. 4. To define a new header, select one of the following methods. Note: To create HTML headers, you must be familiar with the HTML tags. Clone an Existing Header Template To create a new header from an existing template, right-click the header, and select Clone. Create a New Header Template To create a header using a blank template, click New. 5. In the Edit Header window, specify the following:

214 214 Chapter 15 Reporting in NVBU a. In Header Name and Text, enter a name for the template b. In template definition section, enter or modify the definition. You can use any HTML tag in an HTML template. c. To include images (for example, company logo) in an HTML template, use the SRC HTML tag. The image must be in.jpeg or.gif format. d. Click OK. The template will be added to the Choose Header list 6. Select the template. 7. If you have added any images, copy the files to...\reports\jobheaders\htmljobdefault\images folder. Then, right-click the new custom header, and select Add Image. In the browse window, enter the file path or select the file Defining Job Schedule To define a schedule, click the Schedule tab on the Reporting Job Editor window. You can define a daily, weekly, monthly, or any other custom schedule for the report job. For more information about the scheduling options, see Scheduling Jobs. By default, the job will run as soon as you submit it Configuring Report Options This step involves configuring the options outlined in the following sections: Creating User-Defined Events for Report Jobs Retaining Excluded Data for Historic Reports Creating User-Defined Events for Report Jobs Using Output File a Creating User-Defined Events for Report Jobs NVBU supports the following types of user-defined events for a report job: Conditional Event Occurs when the specified conditions are met. For more information about specifying event conditions, see Setting Filter Conditions. Job Completion Event Occurs when the job completes. Job Failure Event Occurs if the job fails. You can set up any available notification methods for these events. The custom report events are added to the Report Job class in the Global Notification window. You can use this feature to send reports as attachments to any NVBU user. To raise a custom event for a report job, follow these steps: 1. In the Reporting Job Editor window, click the Options tab. 2. Under Output Options, configure the following parameters:

215 Quest NetVault Backup Administrator s Guide 215 Raise an Event Conditionally To raise an event conditionally, select the Run as Condition Check check box. Then, enter or select the event name in the Event to Raise if Condition is Met list. Conditions of all Components must be Met to Raise an Event To raise an event when conditions set for all components are met, select this check box. Raise an Event when the Job Completes The conditional event and job completion events are mutually exclusive. If the Run as Condition Check check box is selected for a report job, this option will not be available. To raise an event when the job completes, enter or select the event name in the Event to Raise when the Job Completes list. Raise an Event if the Job Fails To raise an event if the job fails, enter or select the event name in the Event to Raise on Job Failure list. 3. Set up a notification method for the event. For more information refer to the applicable section: Setting Up a Global Notification Method Using Custom Notification Methods Setting Up a User Notification Profile Important Notes A new event will be listed in the Global Notification and the NVBU User Properties window only when you save or submit the job definition. To send the report as an attachment to the Administrator or any user, set up the Sysop global notification method or the user notification method b Retaining Excluded Data for Historic Reports When you generate a report, NVBU retains a copy of the data set that was used to generate the report. This allows you to re-analyze the historic data by applying new settings and filters. By default, the data that is excluded as a result of some filter condition is not saved. Saving the excluded data allows you to conduct a reanalysis on the entire data set, and view the excluded records by modifying or removing the filter condition. The Keep Filtered Out Records option controls whether or not NVBU keeps a copy of the excluded data. This option is disabled by default. You can enable it for individual reports or globally for all NVBU reports. To globally enable the Keep Filtered Out Records option for all reports, refer to the Quest NetVault Backup Configuration Guide. To enable the Keep Filtered Out Records option for an individual report, follow these steps: 1. In the Reporting Job Editor window, click the Options tab.

216 216 Chapter 15 Reporting in NVBU 2. Select the Keep Filtered out Records check box. While generating the report again, you can remove the exclude condition or set a new filter to view the excluded records. The filters can only be based on the fields that are selected for the original report job. For more information about modifying historic reports, see Working with Historic Reports c Using Pre-Scripts and Post-Scripts The pre-script and post-script options can be used to run user-defined scripts before a job starts or after a job completes. Important Considerations The script should be an executable file, for example,.bat on Windows or.sh on Linux/UNIX. The scripts can contain run-time parameters. You must use the NVBU environment variable NV_USER_ARG to access the values for these parameters in the script. You can also use other NVBU environment variables in the script. For a list of available environment variables, see NVBU Environment Variables. After creating the script, you must copy the file to the \scripts folder on the target client. You can also create sub-folders to organize the scripts. If a pre script fails, the backup job will fail. If the pre script completes successfully while the job fails, the post script will still be executed; the job status will be reported as failed. If the pre script and the backup complete successfully while the post script fails, a script error will be logged; the job status will be reported as completed with warnings. By default, NVBU provides the following two scripts that can be run as post backup scripts: psmail This script s the job completion status to the addresses provided as user parameter. psmail_logs This script s the job completion status and the job logs to the addresses provided as user parameter. To run a script before a job starts or after a job completes, follow these steps: 1. In the Reporting Job Editor window, click the Options tab. 2. Under Pre and Post Scripts, select the following options: a. To run a script before the job starts, select Use Pre Script. b. To run a script after the job completes, select Use Post Script. 3. Enter the script file name in the box next to the selected check box. If the script resides in the \scripts folder, just enter the file name. If it resides in a sub-folder within the \scripts folder, enter the relative path. For example, if

217 Quest NetVault Backup Administrator s Guide 217 the script file myscript.bat resides in the folder...\scripts\tst, enter \tst\myscript.bat in the box. You can use the environment variable NV_OUTPUT_FILE in the scripts to send any results to a user-defined output file. 4. To provide run-time parameters, enter the value in User Parameter. The value should be valid and conform to its usage in the script. NVBU will not perform any validity checks for the user parameters d Using Output File By default, when you run a report, NVBU creates an output file in a temporary directory in the path $NVHOME/reports/output/<report-identifier>. When you close the report, NVBU deletes the temporary directory and the output file. To redirect the output to a file, follow these steps: 1. In the Reporting Job Editor window, click the Options tab. 2. Under Output Options, configure the following parameter: Output to File Select the check box and enter the file path. You can use the environment variable NV_OUTPUT_FILE in the pre and post scripts to send any results to the output file. Note that the logo used in the report will appear correctly only if you copy the logo file to the output directory Finalizing and Submitting a Job To finalize and submit a job, follow these steps: 1. In Job Title, enter a suitable title for the job. The job title can contain alphanumeric and non-alphanumeric characters, but it cannot include Non-English characters. There is no length restriction. However, a maximum of 40 characters is recommended on all platforms. 2. Use one of the following methods to save, submit, or run the report. a. Save the Definition without Scheduling the Job To save the job definition without scheduling it, click Save on the toolbar. Alternatively, on the File menu, click Save. When you save a job, it will not appear on the Status tab of the Reports window and it will not run until you submit it (or use the Triggered scheduling option). To edit a saved job, you can open it in the Reporting Job Editor window or from the Jobs tab of the Reports window. For more information about editing a job definition, see Editing or Viewing a Report Template. b. Schedule the Job To submit the job for scheduling, click Submit on the toolbar. Alternatively, on the Accept menu, click Submit Backup.

218 218 Chapter 15 Reporting in NVBU c. Run the Job Immediately To run the job immediately and view the report, click Save, Run and View Job on the toolbar. Alternatively, on the Accept menu, click Save, Run and View Working with User-Defined Components NVBU allows you to customize a predefined component and derive your own custom component. This gives you the ability to choose the fields, reorder the fields, sort the records, and set custom filter conditions for a component. The procedure for creating or modifying a user-defined component includes the steps outlined in the following sections: Selecting a Base Component Selecting Fields for a Component Sorting the Output Specifying the Output Type Setting the Output Options Defining Headers and Footers for the Component Setting Filter Conditions Saving a Component Selecting a Base Component To select a base component, use one of the following methods: 1. Define a New Component for the Current Job 1. In the Reporting Job Editor window, click New Component. 2. In the Choose New Component s Class window, double-click the applicable component. Alternatively, click the component, and click OK. 2. Modify a Component for the Current Job 1. In the Reporting Job Editor window, select the component in the Selected Components list. 2. Click Edit. 3. In the Choose New Component s Class window, double-click the applicable component. Alternatively, click the component, and click OK. 3. Create a Component for Future Use 1. Open the Reports window. On the Reports menu, click Report Component. 2. In the Report Component Editor window, click New on the toolbar. Alternatively, on the File menu, click New. 3. In the Choose New Component s Class window, double-click the applicable component. Alternatively, select the component, and click OK.

219 Quest NetVault Backup Administrator s Guide Modify a Component for Future Use 1. Open the Reports window. On the Reports menu, click Report Component. 2. In the Report Component Editor window, click Load on the toolbar. Alternatively, on the File menu, click Load. 3. In the Choose New Component s Class window, double-click the applicable component. Alternatively, select the component, and click OK Selecting Fields for a Component Figure 15-2: Simple View for field selection To select the fields for a component, follow these steps: 1. In the Report Component Editor window, click the Field Selection tab. 2. In the Available Fields list, you can view the fields that can be added for a component. The Description column displays the value stored in these fields. 3. To include a field, double-click it. This will move the field to the Selected Fields list. Repeat this step to add other fields. 4. NVBU provides two views for the Selected Fields list Simple and Advanced/Free Format. Simple View The Simple view lists the selected fields in a tabular format. To change the order of the fields, select the applicable field, and click Up or Down. To remove a field, select the item, and click Remove. Advanced/Free Format View The Advanced/Free Format view uses HTML table tags to display the order of the selected fields. If you are familiar with HTML tags, you can use this view to add, rearrange, or remove the fields. Make sure that you use the names displayed in the Real Name column in the Available Fields list. Prefix each field name with a percent sign ( % ) to replace it with the actual field value in the report.

220 220 Chapter 15 Reporting in NVBU Figure 15-3: Advanced View for field selection Sorting the Output Figure 15-4: Sort Order tab To sort the output, follow these steps: 1. In the Report Component Editor window, click the Sort Order tab. 2. To sort the records by a particular field, select the field in the Available Fields list. Click Add as Ascending or Add as Descending. This field will be added to the Sort Order list. Repeat this step if you want to sort the report by any other field.

221 Quest NetVault Backup Administrator s Guide To change the order of the fields, select the field in the Sort Order list, and click Up or Down. 4. To remove a field, select the field, and click Remove From Sort Specifying the Output Type To specify the output type, follow these steps: 1. In the Report Component Editor window, click Set Output Type on the toolbar. Alternatively, on the Options menu, click Output Type. 2. In the Choose Component s Output Type list, select Plain Text, HTML Text, or Comma Separated Values list. 3. Click OK Setting the Output Options To configure the output options for a component, follow these steps: 1. In the Report Component Editor window, click the Output Options tab. 2. Depending on the type of output generated by the component, configure the applicable parameters: a. HTML Text Automatically Generate Column Headers To include column headers, leave this check box selected. The titles will be obtained from the Field Name column on the Field Selection tab. If you have defined a custom header row in the HTML template, clear the check box. Disable Main Record Output To display just the total and average record counts without the actual records, select this check box. Output Total Record To include the total record count, select this check box. Output Average Record To include the average record count, select this check box. Advanced Options NVBU uses built-in templates to format the output for HTML reports. You can customize the formatting styles and specify how the headers, total and average rows, or the body cells should be displayed. The custom formatting styles can be globally applied to all HTML report templates from the Reporting tab on the Configurator. For more information, refer to the Quest NetVault Backup Configuration Guide. To apply custom formatting to an individual report, select the Advanced Options check box, and configure the applicable formatting options.

222 222 Chapter 15 Reporting in NVBU Use the pre-text boxes to specify the following: Opening HTML tags for custom formatting styles, such as font type, font size, bold, and other options Text or description for headers, total or average rows, or body cells Use the post-text boxes to specify the following: Closing HTML tags for custom formatting styles For reports with no records, you can replace the default text Nothing to Display with a custom message in the Empty Report Text box. These settings should only be configured by users with a good knowledge of HTML. Any improper configuration could result in incorrect output. b. Plain Text Automatically Generate Column Headers To include column headers, leave this check box selected. The titles will be obtained from the Field Name column on the Field Selection tab. Clear the check box if you do not want include column headers. Disable Main Record Output To display just the total and average record counts without the actual records, select this check box. Variable Width Output The plain text format uses fixed field length for proper alignment. However, this results in truncation of output. If you do not want to truncate the field values and display the entire contents, select the Variable Width Output check box. The output will not be aligned when you select this check box. Output Total Records To include the total record count, select this check box. Output Average Record To include the average record count, select this check box. Advanced Options NVBU uses built-in templates to format the plain text reports. You can customize the formatting styles to add line breaks, tabs, or separators, and specify how the output should be displayed. The custom formatting can be globally applied to all plain text report templates from the Reporting tab on the Configurator. For more information, refer to the Quest NetVault Backup Configuration Guide. To apply custom formatting to an individual report, select the Advanced Options check box, and configure the applicable formatting options. Use the pre text settings to specify the following:

223 Quest NetVault Backup Administrator s Guide 223 Line breaks, separators, and other formatting options Text or description for headers, total or average rows, or body cells Use the post text settings to specify the following: Line breaks, separator, and other formatting options. For reports with no records, you can replace the default text Nothing to Display with a custom message in the Empty Report Text box. These settings should only be configured by users familiar with the use of control characters and escape sequences in text output. Any improper configuration could result in incorrect output c. Comma Separated Values Automatically Generate Column Headers To include column headers, leave this check box selected. The titles will be obtained from the Field Name column on the Field Selection tab. Clear the check box if you do not want to include column headers. Advanced Options NVBU uses built-in templates to generate and format the CSV reports. You can customize the formatting styles to define custom delimiter, add line breaks, tabs or separators, and specify how the output should be displayed. The custom formatting can be globally applied to all CSV report templates from the Reporting tab on the Configurator. For more information, refer to the Quest NetVault Backup Configuration Guide. To apply custom formatting to an individual report, select the Advanced Options check box, and configure the applicable formatting options. Use the pre text settings to specify the following: Line breaks, tabs, separators, etc. Text or description for headers, total or average rows, or body cells Use the post text settings to specify the following: Custom delimiter Line breaks, separators, etc. For reports with no records, you can replace the default text Nothing to Export with a custom message in the Empty Report Text box. These settings should only be configured by users familiar with CSV output and the use of control characters and escape sequences. Any improper configuration could result in incorrect output.

224 224 Chapter 15 Reporting in NVBU Defining Headers and Footers for the Component The user-defined components inherit the header and footer templates from the base component. You can replace them with your own custom headers or footers. To define custom headers or footers, click the Header/Footer tab in the Report Component Editor window. Perform steps 2 through 7 described in the section Inserting Custom Headers and Footers Setting Filter Conditions Figure 15-5: Simple Filter View To set filter conditions for a component, follow these steps: 1. In the Report Component Editor window, click the Filter tab. 2. In the Filter list, select the filter type: Include Select this filter when to include the records that meet the specified condition and exclude the remaining. Exclude Select this filter to exclude the records that meet the specified condition and include the remaining. Condition Select this filter to include the records that meet the specified condition and at the same time raise an event. 3. To create and view filter expressions, NVBU provides two views: a. Simple View for Filter Expression The Simple view lists the filter expressions in a tabular format. This view is recommended for users who do not have advanced knowledge of Structured Query Language (SQL). In this view you can join multiple expressions using either the and or or clause. You cannot use both clauses in a single expression.

225 Quest NetVault Backup Administrator s Guide 225 Figure 15-6: Advanced Filter View To create a new filter expression, click New. To join an expression with the AND clause, select Match All Clauses, and click New. To join an expression with the OR clause, select Match Any Clause, and click New. To create a filter expression, see Creating or Modifying Filter Expressions. To edit an expression, select the expression, and click Edit. In the Edit Filter Expression window, modify the filter expression. For more information, see Creating or Modifying Filter Expressions. To remove an expression, select it, and click Delete. b. Advanced View for Filter Expression The Advanced view uses a tree structure to display the filter expressions. This view is intended for users with advanced knowledge of SQL. This view allows you to use both and and or clauses in expressions. To create a filter expression, right-click the root node in Advanced Filter Tree View, and select Add an Expression. To join an expression with the AND clause, right-click the node where you want to add the expression, and select Insert Expression (AND d). To join an expression with the OR clause, right-click the node where you want to add the expression, and select Insert Expression (OR d). To create a filter expression, see Creating or Modifying Filter Expressions. To edit a particular expression, right-click that node, and select Edit Expression. In the Edit Filter Expression window, modify the

226 226 Chapter 15 Reporting in NVBU expression. For more information, see Creating or Modifying Filter Expressions To edit the entire filter, right-click the root node, and select Edit Whole Filter. This will open the Edit Whole Filter window. In the Edit the Filter Here section, re-order, add, delete, or change the clauses as required. Include only the field names provided in the valid field list. Click OK to save the filter a Figure 15-7: Filter Expression window Creating or Modifying Filter Expressions NVBU supports three types of filter expressions: Value Comparison Use this expression type to compare a constant. Regular Expression Comparison Use this expression type to compare regular expressions. Field State Comparison Use this method to include or exclude records based on the field state. For example, you can choose the state Unknown to find or exclude records that are not available in one of the tables. The state comparison option is designed for advanced NVBU users who have a good understanding of the Reporting system. To create or modify a filter expression, follow these steps: 1. Depending on the expression type, choose one of the following methods: a. Value Comparison 1.Select the Check Field Value option. 2.Select the field in the list. Refer to the Available Fields list on the Field Selection tab for the field description. 3.Select the operator (=,!=, >, <, >= or <=).

227 Quest NetVault Backup Administrator s Guide Enter the value for comparison in the box next to the operator list. The value you enter must match the field type. For example, enter numeric values for Integer fields, YES/NO/TRUE/FALSE for boolean fields. Refer to the field type table under Information to determine the value type for the fields. b. Regular Expression Comparison 1.Select the Check Field Value option. 2.Select the field in the list. Refer to the Available Fields list on the Field Selection tab for the field description. 3.Select Regexp Search. 4.Select the operator (=,!=, >, <, >= or <=). 5.Enter the filter expression in the box next to the operator list. c. Field State Comparison 1.Select the Check Field State option. 2.Select the field in the list. Refer to the Available Fields list on the Field Selection tab for the field description. 3.Select the operator (=,!=, >, <, >= or <=). 4.Select the field state in the list. 2. To provide a value during run time, select Prompt for Value. For example, to display details for a particular job, you can set a filter condition using the Job ID field, and select the Prompt for Value check box. When you run the report, NVBU will wait the user to provide the Job ID that is to be used as the filter value. This option will only work if the report is run immediately. The prompt will not appear if the job is scheduled to run later. For scheduled jobs, the filtering will be done on the basis of the value you set for the field in the Edit Filter Expression window. 3. In conjunction with the Prompt for Value check box, you can also select the Inherit Value check box, if you want the other report components included in the job to use the same value entered during run time for filtering the records. 4. Click OK to save the expression Saving a Component To save a component, follow these steps: 1. To create a new user-defined component, change the component title in Component Title. 2. Choose one of the following methods to save the component: a. Add the Component to a Job To add the component to a job that you are currently defining, click Save and Add to the Job on the toolbar. Alternatively, on the File menu, click Save to Job.

228 228 Chapter 15 Reporting in NVBU b. Save the Component for Future Use To save a component for future use, click Save on the toolbar. Alternatively, on the File menu, click Save Working with Historic Reports When you generate a report, NVBU retains a copy of the data set that was used to generate the report. This allows you to re-analyze the historic data by applying new settings/filters. By default, the data that is excluded as a result of some filter condition is not saved. To retain a copy of the excluded data, the Keep Filtered out Records check box must have been selected when the original report was generated. For more information, see Retaining Excluded Data for Historic Reports. Saving excluded data allows you to re-apply the filters on the entire data set. To run a historic report, follow these steps: 1. Open the NVBU Reports Management window. 2. Open the Historic Reports View window. To open this window: Click Historic Reports on the toolbar. Alternatively, on the Reports menu, click Historic Reports. 3. The Available Components list on the Components tab provides a list of historic reports which are sorted by the Job Date by default. To change the sort order, select the applicable method in the Viewing Methods list: Date This is the default Viewing Method. In this view the reports are in descending order (latest to earliest). All To list the historic reports by the Job Title and Run Date, select All in the Viewing Method list. Title To list the historic reports by the Job Title, select Title in the Viewing Method list. 4. To run all the components for a historic report, right-click the report, and choose Select All Job Components or Select Everything from Job. To add selective components, right-click the report, and select Show Components. The components included in the report will be listed under this node. Double-click a component to include it in the report. The selected items will be added to the Selected Components list. 5. To include components from multiple reports, repeat step 4 for each historic report. 6. To change order in which the components appear in the report, select the item in the Selected Components list, and click Up or Down. 7. To modify an added component, select it in the Selected Components list, and click Edit. This will open the Report Component Editor window which allows you to add, remove, and modify the include, exclude and conditional

229 Quest NetVault Backup Administrator s Guide 229 filters. For more information about modifying a component, see Working with User-Defined Components. Important: Any changes you make to the component will only be applied to the current instance of the historic report. You cannot save the changes made to a component. 8. To remove a component, select it in the Selected Components, and click Remove. 9. To modify header or footer, click the Header/Footer tab. For more information about modifying or inserting a header, see Inserting Custom Headers and Footers. 10.If a conditional filter has been set for the report, the Apply Condition Filters check box will be selected by default. To disable the conditional filters, you can either delete the condition filters or clear this check box. 11.To generate and view the report, click View Report on the toolbar Editing or Viewing a Report Template To edit or view a report template, follow these steps: 1. Choose one of the following methods to load the report definition: a. Load the Template from the Report Window This method can be used for both saved and scheduled jobs. 1.Open the Reports window. 2.Click Report Job on the toolbar. Alternatively, on the Reports menu, click Report Job. 3.In the Reporting Job Editor window, click Load on toolbar. Alternatively, on the File menu, click Load. 4.In the Select the Report to Load window, select the report, and then click OK. The will load the template in the Reporting Job Editor window. b. Load the Template from the Jobs Tab of the Reports Window This method can be used for both saved and scheduled jobs. 1.Open the Reports window. 2.On the Jobs tab, right-click the job, and select Edit/View Job. The will load the template in the Reporting Job Editor window. c. Load the Template from the Status Tab of the Reports Window This method can only be used for scheduled jobs. 1.Open the Reports window. 2.Click the Status tab. Right-click the job, and select Edit/View Job. The will load the template in the Reporting Job Editor window.

230 230 Chapter 15 Reporting in NVBU 2. Refer to the following sections to modify the template: Selecting Report Components Inserting Custom Headers and Footers Defining Job Schedule Creating User-Defined Events for Report Jobs Finalizing and Submitting a Job Viewing Logs for Report Jobs To view logs for a report job, follow these steps: 1. Open the Reports window. 2. On the Status tab, right-click the report, and select View Log to view the report logs in the NVBU Logs window Deleting a Report Template To delete a report template, follow these steps: 1. Open the Reports window. 2. On the Jobs tab, right-click the report, and select Delete. 3. In the confirmation dialog, click Yes.

231 Quest NetVault Backup Administrator s Guide 231 Chapter 16: MANAGING NVBU DOMAINS NVBU Domain Management An Overview Adding an NVBU Server Locating an NVBU Server Controlled Server Status Summary Managing a Domain Remotely Changing the Default NVBU Server Viewing Properties of a Controlled Server Checking Access to a Remote NVBU Server Removing a Controlled Server NVBU Domain Management An Overview NVBU is designed to work in an environment in which one system is configured as the NVBU Server and various other systems throughout the network act as NVBU Clients assigned to it. A single NVBU Server and its clients form an NVBU Domain. The server acts as the Domain Controller for the NVBU Domain. An NVBU Domain also be managed by another NVBU Server outside the domain. This enables centralized administration of multiple sites from a single location. To control an NVBU Domain remotely, you must add the remote NVBU Server to a Controlling Server from the NVBU Domain Management window. The server that is accessed remotely is referred to as a Controlled Server. To use the Domain Management functionality, both the Controlling and the Controlled Servers must run the same version of the NVBU Server software Adding an NVBU Server To add an NVBU Server to a Controlling Server, follow these steps: 1. On the Administration menu, click Domain Management to open the NVBU Domain Management window. 2. Locate the system in the Available NVBU Severs list. This list includes all those systems on which you have installed the NVBU Server software. The icon to the left indicates the current status of the server: Blue Server Server is up and running Red Server Server is offline server

232 232 Chapter 16 Managing NVBU Domains 3. To add a server that is currently available, double-click the server. Alternatively, right-click the server, and select Add as Server. 4. In the Password Required window, configure the following parameters: Enter Password Enter the NVBU password for the server. Save Password To allow automatic logon to the Controlled Server without waiting for user input, select the Save Password check box. If you do not save the password, you will be required to enter the password each time you want to perform a remote operation. 5. Click OK to add the server. This will move the server to the Controlled Server list Locating an NVBU Server To locate a server that does not appear in the Available NVBU Servers list, follow these steps: 1. Under Find NVBU Machine, configure the following parameter: Machine Name or IP Address Enter the resolvable name or IP address of the machine. 2. Click Find to re-scan the network to locate the server. When the server is located, NVBU will add it to the Available NVBU Servers list in alphabetical order Be aware that a search can fail for a number of reasons, including the following: The DNS lookup table or the machine s host table cannot be contacted. The NVBU Service is not running on the machine. The NVBU software is removed from the machine Controlled Server Status Summary The Controlled Servers list includes all the servers that have been added to the NVBU Server. The current status of the server is depicted using the following icons: Icon Description Status Blue Server Icon Server is up and running. It can be accessed to perform any operation remotely. Red Server Icon Server is currently unavailable. The system is offline or the NVBU Service is not running.

233 Managing a Domain Remotely Quest NetVault Backup Administrator s Guide 233 To manage a domain remotely, follow these steps: 1. Open the applicable NVBU window. For example, to perform a backup, open the NVBU Backup window. 2. In the Server Selection list, select the NVBU Server for the remote NVBU Domain. This will display the selected window for the remote server. For example, when you change the server in the Backup window, the Selections tab will display the clients added to the selected NVBU Server 3. This step is not applicable if the password was saved while adding the NVBU Server to the Controlling Server. If the password was not saved, complete the following steps: a. In the Password Required window, enter NVBU password for the server. b. Select Save Password to enable auto logon for future operations. c. Click OK. 4. Complete the required steps for the task. Refer to the relevant section of the guide for instructions Changing the Default NVBU Server A remote NVBU Server can be designated as the Default Server, which eliminates the need to select the server in the Server Selection list before performing each operation. Until you change the default server again, all operations will be performed for the selected NVBU Server. To designate a remote NVBU Server as the Default Server, right-click the target server in the Controlled Servers list, and select Make Default. You can reset the default server or designate another Controlled Server as the default server using the same procedure Viewing Properties of a Controlled Server Note: This procedure can only be used if you are logged on to the Controlled Server. To view the properties of a Controlled Server, follow these steps: 1. In the Controlled Servers list, right-click the server, and select Properties. 2. Click the corresponding tab to view the following details: System The System tab displays the machine name and description, NVBU version and build number, machine ID, network name for the machine, IP address, release information, and operating system version number.

234 234 Chapter 16 Managing NVBU Domains Plugins The Plugins tab lists the NVBU Plug-ins installed on the server. The details include the plug-in name, version number, plug-in ID, and installation date and time. Installed Software The Installed Software tab lists all NVBU Plug-ins installed on the server. The details include the plug-in name, version number, and the installation date. Capabilities The Capabilities tab provides the license information for the built-in plug-ins. Usage The Usage tab provides the license usage information for the built-in plug-ins. 3. Click OK to close the window Checking Access to a Remote NVBU Server To check access between the Controlled and Controlling Servers, follow these steps: 1. In the Controlled Servers list, right-click the server, and select Check Access. 2. NVBU will try to connect to the server, and return a message indicating the current accessibility status of the server. Click OK to close the dialog. 3. Click OK to close the dialog Removing a Controlled Server To remove a Controlled Server, follow these steps: 1. In the Controlled Servers list, right-click the server, and select Remove. 2. In the confirmation dialog, click Yes. The server will be removed from the Controlled Servers list and added to the Available NVBU Servers list.

235 Quest NetVault Backup Administrator s Guide 235 Chapter 17: WORKING WITH NVBU CLIENT CLUSTERS NVBU Client Cluster Support An Overview Virtual Clients Configuring Tape Devices in a Cluster Environment Installing a Cluster-Aware Plug-in Prerequisites Installation Procedure Configuring a Cluster-Aware Plug-in Configuring the Preferred Network Address for Cluster Nodes Configuring Default Parameters Managing Virtual Clients Modifying a Virtual Client Checking Access to a Virtual Client Locating the Real Client Granting User Access to a Virtual Client Removing a Virtual Client Upgrading a Cluster-Aware Plug-in Backing Up Data With a Cluster-Aware Plug-in Cluster Failover During Backups Restoring Data With a Cluster-Aware Plug-in Viewing Logs and Job Status

236 236 Chapter 17 Working with NVBU Client Clusters NVBU Client Cluster Support An Overview The cluster-aware plug-ins can be deployed in a cluster setup to protect the distributed data. These plug-ins require Cluster Support License Keys. The cluster nodes are grouped together into a Virtual Client on which the cluster-aware plug-in is installed. The cluster backups and restores are performed through the virtual client. The following NVBU plug-ins offer a cluster-aware version that can be deployed in a cluster setup. Quest NetVault Backup Plug-in for FileSystem This plug-in is shipped with the NVBU software and can be used to back up the shared file system data on the following platforms: Windows Server Clusters Linux Clusters Sun Clusters (Solaris SPARC) For more information about the supported cluster software versions, refer to the Quest NetVault Backup Supported Platforms Matrix at: A default installation of NVBU does not require licensing of its native Plug-in for FileSystem. However, to use this plug-in a cluster setup, a File System Cluster Support license key is required. Quest NetVault Backup Plug-in for Exchange This plug-in can be deployed in an Exchange Server Single Copy Cluster (SCC)/Failover Cluster or Cluster Continuous Replication (CCR) setup to back up the distributed Exchange Server data. For more information, refer to the Quest NetVault Backup Plug-in for Exchange User s Guide. Quest NetVault Backup Plug-in for Oracle This plug-in can be used in Oracle's Real Application Clusters (RAC) setup to back up the distributed Oracle database. For more information, refer to the Quest NetVault Backup Plug-in for Oracle User s Guide. Quest NetVault Backup Plug-in for SQL Server This plug-in can be used in an SQL Server Failover Cluster setup to back up the distributed SQL Server database. For more information, refer to the Quest NetVault Backup Plug-in for SQL Server User s Guide.

237 Virtual Clients Quest NetVault Backup Administrator s Guide 237 A Virtual Client is a group of cluster nodes. It is created when you install a cluster-aware plug-in. A virtual client is managed just like the standard NVBU Heterogeneous Client. You can browse this client in the same manner as any other Heterogeneous Client in NVBU, add it to client groups and backup policies, grant or deny user access to it, and generate reports for it. A virtual client is depicted using a yellow client icon (instead of the regular blue icon). Although the NVBU Server administers the creation and configuration of a virtual client, the plug-in runs locally on the member client and the data is processed locally. Therefore, a SmartClient configured within a cluster will send data directly to the attached physical or virtual tape library Configuring Tape Devices in a Cluster Environment In a cluster setup, a backup device can be connected in different ways. This section describes the pros and cons of some of the device configuration methods. Connecting a Device to NVBU Server or SmartClient This type of configuration allows the control of a robotic arm. However, during backups and restores, the data is transferred over the network. Sharing Drives A derivative of the previous method can be used by connecting the physical library to the NVBU Server, thus, giving it the control of robotic arm, and sharing the drive with the cluster nodes. This allows the control of robotic arm and at the same time enables local data transfers. This configuration offers high drive availability. With all member clients sharing the control of drives, the drives are always available. However, the member client that currently controls the drive need not be the node that currently controls the cluster. Connecting a Device to a Cluster Node This configuration offers the fastest method of data transfer as the data is routed directly to a locally attached device. However, the disadvantage is that the robotic arm cannot be controlled by a machine within the cluster, limiting the device type usage for this type of configuration to standalone drives. Moreover, the drive becomes unavailable when the cluster node is down.

238 238 Chapter 17 Working with NVBU Client Clusters Installing a Cluster-Aware Plug-in This section includes the following topics: Prerequisites Installation Procedure Prerequisites Before you start the installation procedure for a cluster-aware plug-in, make sure that the following requirements are met: Install NVBU Server Install the NVBU Server software on the designated machine. The NVBU Server must be a separate machine outside the cluster setup. For instructions on installing the server software, refer to the Quest NetVault Backup Installation Guide. Install NVBU Client Install the NVBU Client software on the individual cluster nodes. For instructions on installing the client software, refer to the Quest NetVault Backup Installation Guide. Add NVBU Clients Add the NVBU Clients to the NVBU Server. For information about adding a Heterogeneous Client, see Managing NVBU Clients. Copy the Installation File Copy the installation file (.npk) for the clusteraware plug-in to the...\packages\standard folder on the NVBU Server (where... represents the NVBU installation directory). The installation file for the Plug-in for FileSystem (for the Server operating system) is already available in this folder. You can also copy the installation files to sub-folders within the standard folder Installation Procedure To install a cluster-aware plug-in, follow these steps: 1. Open the Client Management window. 2. On the Cluster menu, click Create Virtual Client. 3. In the NetVault Virtual Client Installation window, configure the following parameters:

239 Quest NetVault Backup Administrator s Guide 239 Figure 17-1: NetVault Virtual Client Installation window Cluster Eligible Client List In the list to the left, select the member clients for the virtual client, and click the Right Arrow. This will move the selected clients to the list to the right and group them into a virtual client. To select consecutive items, hold down the Shift key while clicking with the mouse button; to select non-consecutive items, hold down the Ctrl key while clicking with the mouse button. Do not select the NVBU Server as a member client Note: Although the NVBU Server is listed as an eligible client, it should not be added to a virtual client. Package In the Package list, select the installation file for the plug-in. This list contains all the cluster-aware.npk files copied to the packages directory and its sub-directories The files are named as follows (where x- x-x-x refers to the build and version numbers): Plug-in Name Plug-in for FileSystem for Windows Plug-in for FileSystem for Linux Plug-in for FileSystem for Solaris (SPARC) Plug-in for Exchange Plug-in for Oracle Plug-in for SQL Server Binary File Name win-x-x-x-x.npk nvf-x-x-x-x.npk nvf-x-x-x-x.npk exs-x-x-x-x.npk ora-x-x-x-x.npk sql-x-x-x-x.npk Virtual Client Name Enter a unique name for the virtual client. The name cannot be changed for the virtual client. Spaces are not recognized in a virtual client name and will be replaced with an underscore ( _ ) character. Application IP Address Enter the IP address for the cluster application. 4. Click OK.

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