Data Protection for Microsoft Exchange Server Installation and User s Guide

Transcription

1 IBM Tioli Storage Manager for Mail Data Protection for Microsoft Exchange Serer Installation and User s Guide SC

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3 IBM Tioli Storage Manager for Mail Data Protection for Microsoft Exchange Serer Installation and User s Guide SC

4 Note Before using this information and the product it supports, read the general information under Notices on page 107. First Edition (September 2002) This edition applies to ersion 5, release 1, modification 5.0 of IBM Tioli Storage Manager for Mail Data Protection for Microsoft Exchange Serer, 5698 APE, and to any subsequent releases until otherwise indicated in new editions or technical newsletters. Make sure you are using the correct edition for the leel of the product. Order publications through your IBM representatie or the IBM branch office sering your locality. IBM welcomes your comments. You can send your comments to the following address: International Business Machines Corporation RCF Processing Department M86/ Cottle Road San Jose, CA U.S.A. You can send us comments about this book electronically: Internet: Fax (US): When you send information to IBM, you grant IBM a nonexclusie right to use or distribute the information in any way it beliees appropriate without incurring any obligation to you. Copyright International Business Machines Corporation 1998, All rights resered. US Goernment Users Restricted Rights Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp.

5 Contents Summary of Changes September 2002, Version 5 Release Preface ii Who should read this book ii What this book contains ii Prerequisite and related information iii Contacting customer support ix Conentions used in this book x Reading syntax diagrams x Chapter 1. Introducing Data Protection for Exchange Data Protection for Exchange features Operating enironment Data Protection for Exchange functions Exchange Serer backup Exchange Serer restore Data Protection for Exchange security Data Protection for Exchange performance Buffering LAN Free Data Protection for Exchange backup strategy considerations Additional Data Protection for Exchange backup strategy considerations Online help Globalization Support Running Data Protection for Exchange on a Microsoft Cluster Serer (MSCS) Chapter 2. Installing Data Protection for Exchange Data Protection for Exchange enironment requirements Hardware requirements Operating system Software requirements Communication protocols Installing and configuring Data Protection for Exchange Installation considerations Step 1: Installing Data Protection for Exchange. 11 Chapter 3. Configuring Data Protection for Exchange Configuring Data Protection for Exchange Step 1: Registering Data Protection for Exchange with a Storage Manager Serer Step 2: Configuring the Data Protection for Exchange options file Data Protection for Exchange configuration file 16 Data Protection for Exchange Version Policy Recommendations Data Protection for Exchange Version INCLUDE/EXCLUDE Processing INCLUDE/EXCLUDE Examples Chapter 4. Using the Graphical User Interface (GUI) GUI oeriew Menu Bar Edit Menu View Menu Utilities Menu Help Menu Toolbar GUI Inocation Backup and Restore Window Backing up Exchange storage groups Backing up the Site Replication Serice (SRS).. 24 Backing up the Key Management Serice (KMS) 24 Restoring Exchange storage groups Restoring the Site Replication Serice (SRS) Restoring the Key Management Serice (KMS). 25 Restore options Data Protection for Exchange in a MSCS enironment Chapter 5. Using the Command Line Interface Oeriew Query Commands TDPEXCC QUERY EXCHANGE TDPEXCC QUERY TDP TDPEXCC QUERY TSM Backup Command TDPEXCC BACKUP Restore Command TDPEXCC RESTORE Other Commands TDPEXCC CHANGETSMPASSWORD TDPEXCC SET TDPEXCC HELP Appendix A. Using the Storage Manager scheduler Example Procedure On the Storage Manager Serer On the Exchange Serer Scheduler considerations Appendix B. Silent installation Installing with the Setup Program (setup.exe) Creating batch files Installing with MSI (msiexec.exe) Install problems capturing a log of the installation 84 Creating the package on a cd or a file serer Copyright IBM Corp. 1998, 2002 iii

6 Creating a silent install package Playing back the silent installation Setup error messages Appendix C. Adanced Restore Procedures Exchange Serer Complete Restore or Replacement Indiidual Mailbox Restore Special Notes for Exchange Serer Exchange 2000 Serer Complete Restore or Replacement Indiidual Mailbox Restore Installation Problems: Creating an Installation Log File Appendix E. Data Protection for Exchange Messages Notices Trademarks Glossary Index Appendix D. Problem Determination Aids i IBM Tioli Storage Manager for Mail 5.1.5: Data Protection for Microsoft Exchange Serer Installation and User s Guide

7 Summary of Changes Changes for this publication are summarized below. September 2002, Version 5 Release 1.5 This release contains the following changes: This publication contains reisions that meet IBM globalization requirements. The language option specifies locale information for your enironment. This option is specified in the Data Protection for Exchange preferences file (tdpexc.cfg). See 65 for more information. Data Protection for Exchange supports back up and restore of Exchange 2000 Serer Key Management Serice (KMS) and Site Replication Serice (SRS) databases from the Data Protection for Exchange graphical user interface (GUI). See Chapter 4, Using the Graphical User Interface (GUI) on page 19 for more information. Data Protection for Exchange proides information on how to perform brick-leel backup and restores of your Microsoft Exchange Serer. See the BRICKBACK.DOC file in the Data Protection for Exchange installation directory for more information. Copyright IBM Corp. 1998, 2002

8 i IBM Tioli Storage Manager for Mail 5.1.5: Data Protection for Microsoft Exchange Serer Installation and User s Guide

9 Preface Who should read this book What this book contains IBM Tioli Storage Manager for Mail Data Protection for Microsoft Exchange Serer is referred to as Data Protection for Exchange throughout this book. Tioli Storage Manager and Tioli Storage Manager Serer are referred to as Storage Manager and Storage Manager Serer respectiely throughout this book. Data Protection for Exchange performs online backups of Microsoft Exchange Serer databases to Tioli Storage Manager storage. This integration with the Microsoft Exchange Serer application program interface (API) maximizes the protection of data, thus proiding a comprehensie storage management solution. Storage Manager is a separate client-serer licensed product that proides storage management serices in a multi-platform computer enironment. The target audience for this book are system installers, system users, and system administrators. In this book, it is assumed that you hae an understanding of the following applications: Microsoft Exchange Serer Storage Manager Serer Storage Manager Backup-Archie Client Storage Manager Application Program Interface It is also assumed that you hae an understanding of one of the following operating systems: Windows NT Windows 2000 Throughout this document, the term Windows refers to both Windows NT Serer and Windows 2000 Serer. The book contains the following sections: Chapter 1, Introducing Data Protection for Exchange on page 1 This section proides an oeriew of Data Protection for Exchange. Chapter 2, Installing Data Protection for Exchange on page 9 This section explains the enironment requirements and steps necessary to install Data Protection for Exchange. Chapter 3, Configuring Data Protection for Exchange on page 13 This section explains registering and configuring Data Protection for Exchange and proides policy recommendations. Chapter 4, Using the Graphical User Interface (GUI) on page 19 This section explains how to perform Data Protection for Exchange functions from a graphical user interface. Copyright IBM Corp. 1998, 2002 ii

10 Chapter 5, Using the Command Line Interface on page 27 This section explains how to perform Data Protection for Exchange functions from a command line interface, specifically using the command line syntax. Appendix A, Using the Storage Manager scheduler on page 73 This section explains how to use the Data Protection for Exchange scheduler serice with Data Protection for Exchange to automate backups of Exchange Serer data. Appendix B, Silent installation on page 81 This section explains how to install Data Protection for Exchange on multiple machines. Appendix C, Adanced Restore Procedures on page 87 Describes steps to recoer a lost Exchange database and how to restore to an alternate serer. Appendix D, Problem Determination Aids on page 91 This section proides information on how to determine the cause of a problem should an error condition occur while using Data Protection for Exchange. Appendix E, Data Protection for Exchange Messages on page 93 This section lists the messages that can appear in Data Protection for Exchange. Glossary on page 111 The glossary contains terms and definitions releant to Data Protection for Exchange. Prerequisite and related information The following table indicates which Web site to access for additional information. Table 1. Product related web sites Description Tioli Web site Tioli Storage Management Solutions Storage Manager Data Protection for Exchange Data Protection for Exchange requirements Storage Manager product requirements and deices supported Storage Manager Downloads Storage Manager Discussion List IBM Redbooks InstallShield Support URL storage/news.html storage_mgr data_protect_exchange tdp_ms.html#exchangent requirements.html ftp://ftp.software.ibm.com m.marist.edu:80/htbin/ wlindex?adsm-l support.installshield.com/ default.asp iii IBM Tioli Storage Manager for Mail 5.1.5: Data Protection for Microsoft Exchange Serer Installation and User s Guide

11 Table 2. Related Storage Manager publications Title IBM Tioli Storage Manager for Windows Backup-Archie Client Installation and User s Guide IBM Tioli Storage Manager for Windows Administrator s Guide IBM Tioli Storage Manager for Windows Administrator s Reference IBM Tioli Storage Manager Messages IBM Tioli Storage Manager Using the Application Program Interface Tioli Storage Manager Managed System for SAN Storage Agent User s Guide Order Number GC GC GC GC GC GC Contacting customer support For support for this or any Tioli product, you can contact Tioli Customer Support in one of the following ways: Visit the technical support Web site at: Submit a problem management record (PMR) electronically at IBMSERV/IBMLINK. You can access the IBMLINK from the IBM Web site at: Send to: support@tioli.com. Customers in the United States can also call TIVOLI8 ( ). If you hae a problem with any Tioli product, you can contact Customer Support. See the Tioli Customer Support Handbook at the following Web site: The handbook proides information about how to contact Customer Support, depending on the seerity of your problem, and the following information: Registration and eligibility Telephone numbers and addresses, depending on the country in which you are located Information you must hae before contacting Customer Support To access most of the documentation, you need an ID and a password. To obtain an ID for use on the support Web site, go to: You can order documentation by at swdist@tioli.com. Please proide the publication number, part number, or order number of the appropriate document. Alternatiely, you can proide the document title, ersion number, and date of publication. We are ery interested in hearing about your experience with Tioli products and documentation. We also welcome your suggestions for improements. If you hae comments or suggestions about our documentation, please contact us in one of the following ways: Send to pubs@tioli.com. Preface ix

12 Complete our customer feedback surey at: Conentions used in this book This document uses seeral typeface conentions for special terms and actions. These conentions hae the following meaning: Table 3. Typeface conentions Example bold italics bold italics monospace UPPER CASE Description Commands, keywords, authorization roles, or other information that you must use appear in bold. Example: Log on to the serer as root user. Values or ariables that you must proide appear in italics. Emphasized words and phrases also appear in italics. Example: The node name of the production node and backup node must not be the same. Options and parameters appear in bold italics. Example: Specify the alue for the compression option. Directories, parameters, URLs, and output examples appear in monospace. Example: The product is installed in the /usr/tioli/tsm/client/ba/bin directory. Enironment ariables associated with Storage Manager, operating systems, or Exchange Serer appear in UPPER CASE. Example: Make sure the DSM_DIR enironment ariable is set correctly. Reading syntax diagrams This section describes how to read the syntax diagrams used in this book. To read a syntax diagram, follow the path of the line. Read from left to right, and top to bottom. The symbol indicates the beginning of a syntax diagram. The symbol at the end of a line indicates the syntax diagram continues on the next line. The symbol at the beginning of a line indicates a syntax diagram continues from the preious line. The symbol indicates the end of a syntax diagram. Syntax items, such as a keyword or ariable, can be: On the line (required element) Aboe the line (default element) Below the line (optional element). x IBM Tioli Storage Manager for Mail 5.1.5: Data Protection for Microsoft Exchange Serer Installation and User s Guide

13 Syntax Diagram Description Abbreiations: Uppercase letters denote the shortest acceptable truncation. If an item appears entirely in uppercase letters, it cannot be truncated. Example KEYWOrd You can type the item in any combination of uppercase or lowercase letters. In this example, you can enter KEYWO, KEYWORD, or KEYWOrd. Symbols: Enter these symbols exactly as they appear in the syntax diagram. Variables: Italicized lowercase items (ar_name) denote ariables. * Asterisk {} Braces : Colon, Comma = Equal Sign - Hyphen () Parentheses. Period Space KEYWOrd ar_name In this example, you can specify a ar_name when you enter the KEYWORD command. Repetition: An arrow returning to the left means you can repeat the item. A character or space within the arrow means you must separate repeated items with that character or space. A footnote by the arrow references the number of times you can repeat the item. repeat, repeat (1) repeat Notes: 1 Specify repeat as many as 5 times. Preface xi

14 Syntax Diagram Description Required Choices: When two or more items are in a stack and one of them is on the line, you must specify one item. Example A B C In this example, you must choose A, B, or C. Optional Choice: When an item is below the line, that item is optional. In the first example, you can choose A or nothing at all. When two or more items are in a stack below the line, all of them are optional. In the second example, you can choose A, B, C, or nothing at all. A A B C Defaults: Defaults are aboe the line. The default is selected unless you oerride it. You can oerride the default by including an option from the stack below the line. A B C In this example, A is the default. You can oerride A by choosing B or C. You can also specify the default explicitly. Repeatable Choices: A stack of items followed by an arrow returning to the left means you can select more than one item or, in some cases, repeat a single item. In this example, you can choose any combination of A, B, or C. Syntax Fragments: A B C Some diagrams, because of their length, must fragment the syntax. The fragment name appears between ertical bars in the diagram. The expanded fragment appears between ertical bars in the diagram after a heading with the same fragment name. The fragment name The fragment name: A B C xii IBM Tioli Storage Manager for Mail 5.1.5: Data Protection for Microsoft Exchange Serer Installation and User s Guide

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17 Chapter 1. Introducing Data Protection for Exchange This section proides introductory information about Data Protection for Exchange. Unless specified, the term storage group represents an Exchange 2000 Serer storage group, the Exchange Serer 5.5 Directory, or the Exchange Serer 5.5 Information Store. Data Protection for Exchange performs online backups and restores of Microsoft Exchange Serer storage groups to Storage Manager storage. You can perform backups and restores using a command-line or graphical user interface (GUI) on a Windows NT or Windows 2000 system. Refer to your Exchange Serer documentation for complete, detailed information regarding the backup and restore of Microsoft Exchange Serers. Data Protection for Exchange features Operating enironment Data Protection for Exchange helps protect and manage Exchange Serer data by making it easy to perform the following actions: Back up Exchange Serer storage groups and transaction logs Maintain multiple ersions of Exchange Serer storage group and transaction log backups Restore storage group and transaction log backups and replay the transaction log files Automatically inactiate preious backups when performing a full backup Automate scheduled backups (see Appendix A, Using the Storage Manager scheduler on page 73) Set automatic expiration of backup objects that are based on ersion limit and retention period (see Data Protection for Exchange Version Policy Recommendations on page 16) Monitor results through the Data Protection for Exchange actiity log and automatically prune the actiity log Query a local Exchange Serer or a Storage Manager Serer for configuration information Back up and restore Exchange Site Replication Serice (SRS) databases. Back up and restore Exchange Key Management Serice (KMS) databases. Participate in Microsoft Cluster Serer (MSCS) fail-oer enironments (see Running Data Protection for Exchange on a Microsoft Cluster Serer (MSCS) on page 7) Obtain online task and concept help (see Online help on page 6) View online documentation for Data Protection for Exchange Globalization Support Data Protection for Exchange uses the Storage Manager application program interface (API) to communicate with the Storage Manager Serer and uses the Exchange API to communicate with the Exchange Serer. You must install Data Protection for Exchange on the same machine as the Exchange Serer. Data Protection for Exchange must be able to connect to a Storage Manager Serer (Version 5.1 or higher) running on any supported operating system platform, not necessarily Windows NT or Optionally, the Copyright IBM Corp. 1998,

18 Storage Manager Serer can be on the same machine as the Exchange Serer. Data Protection for Exchange also supports operations in an MSCS enironment. Data Protection for Exchange functions This section gies an oeriew of the following Data Protection for Exchange functions: Backup Restore In addition, this section identifies security requirements, performance considerations, backup strategy considerations, and MSCS considerations. Exchange Serer backup A backup performed by Data Protection for Exchange creates a copy of an Exchange Serer database or storage group on Storage Manager Serer storage. The backup includes any associated transaction logs. When a backup operation is initiated, Data Protection for Exchange performs the following actions: 1. Begins a session with a Storage Manager Serer. 2. Informs the Exchange Serer that a backup is ready to begin. 3. Forwards data from the Exchange Serer to the Storage Manager Serer. 4. Informs the Exchange Serer that the backup is complete. 5. Ends the Storage Manager Serer session. Data Protection for Exchange proides fie types of backup: Full Backup A full backup backs up the specified storage group as well as associated transaction logs. Data Protection for Exchange deletes these log files after the storage group and logs are successfully backed up. The log files are not deleted if databases in an Exchange 2000 Serer storage group are not mounted. Incremental Backup An incremental backup only backs up transaction logs, and then deletes them. These log files are not deleted if the backup fails. Restoration of an Exchange Serer storage group from an incremental backup requires the following: Restore of the last full backup Restore of any other incremental backups performed between the full backup and this incremental backup Restore of this incremental backup The log files are not deleted if databases in an Exchange 2000 Serer storage group are not mounted. Differential Backup A differential backup only backs up transaction logs, but does not delete them. If you perform a full backup and then perform only differential backups, the last full backup plus the latest differential backup has all data needed to bring the storage group back to the most recent state. This type of backup is also called a cumulatie incremental backup. Restoring an Exchange Serer storage group from a differential backup requires the following: 2 IBM Tioli Storage Manager for Mail 5.1.5: Data Protection for Microsoft Exchange Serer Installation and User s Guide

19 Restore of the last full backup Restore of this differential backup, but no other differential backups Copy Backup A copy backup is similar to a full backup except that transaction log files are not deleted after the backup. A copy backup is used to make a full backup of the Exchange Serer storage group without disrupting any backup procedures that use incremental or differential backups. Database Copy Backup (Exchange 2000 Serer only) A database copy backup is a special type that backs up only the specified database as well as its associated transaction logs. The transaction log files are not deleted after the backup. A database copy backup is used to make a special full backup of the Exchange 2000 Serer database without disrupting any backup procedures that use incremental or differential backups. Note: When circular logging is enabled, you cannot use differential or incremental backups. This is because data loss could occur if the log wrapped before an incremental or differential backup is done. If you choose a backup strategy that inoles incremental or differential backups, you must disable circular logging for the Exchange storage group from the Exchange Administrator program. For more information on circular logging, see your Microsoft Exchange Serer documentation. Exchange Serer restore A restore obtains backup copies of Exchange storage groups, databases, and transaction logs, and returns them to the Exchange Serer. For Exchange Serer 5.5 The Exchange serice corresponding to the database being restored must be stopped. For an Exchange Serer 5.5 restore: 1. Data Protection for Exchange prompts the user to either stop any running serices (Exchange Directory, Information Store, or both) and proceed with the restore operation or cancel the restore operation entirely. Command line interface users must manually stop any running serices. 2. Starts a session with a Storage Manager Serer. 3. Informs the Exchange Serer that a restore is about to begin. 4. Restores the specified storage group(s) and logs from the Storage Manager Serer. 5. Informs the Exchange Serer that the restore has completed. 6. Ends the Storage Manager Serer session. For Exchange 2000 Serer The Exchange Information Store serice must be running but the databases being restored within the storage group must be dismounted. For an Exchange 2000 Serer restore: 1. Data Protection for Exchange prompts the user to dismount the databases or cancel the restore operation entirely. This prompt occurs in the GUI only. Command line interface users must dismount necessary databases. Chapter 1. Introducing Data Protection for Exchange 3

20 2. Starts a session with a Storage Manager Serer. 3. Informs the Exchange Serer that a restore is about to begin. 4. Restores the specified storage group(s) and logs from the Storage Manager Serer. The logs are restored to a temporary location as specified by the user. 5. Informs the Exchange Serer that the restore has completed. At this point you hae the option of: starting recoery mounting the databases (when recoery completes) 6. Ends the Storage Manager Serer session. Depending on the backup strategy you choose, restoring an Exchange storage group can inole restoring multiple backup objects from the Storage Manager Serer. See Data Protection for Exchange backup strategy considerations on page 5. Data Protection for Exchange security Data Protection for Exchange must be registered to the Storage Manager Serer and use the appropriate node name and password when connecting to the Storage Manager Serer. Standard Storage Manager security requirements apply to Data Protection for Exchange. For Exchange Serer 5.5, Data Protection for Exchange must be running under an account that has Read/Write access to the local registry and has backup and restore authority to the Exchange Serer. For Exchange 2000 Serer, Data Protection for Exchange must be running under an account that has Domain Administrator priileges. Data Protection for Exchange performance Many factors can affect the backup and restore performance of your Exchange Serer. Some of these, such as hardware configuration, network type, and capacity, are beyond the control of Data Protection for Exchange. These factors are not within the scope of this document. Howeer, some parameters that are related to Data Protection for Exchange can be tuned for optimum performance. Buffering Data Protection for Exchange is a multithreaded application that uses asynchronous execution threads to transfer data between the Exchange serers and Storage Manager Serers. To accomplish this, multiple data buffers are used to allow one thread to receie data from one side, while another thread sends data to the other side. For example, one thread reads data from an Exchange Serer while another thread sends data to the Storage Manager Serer. As a result, the Exchange Serer continues sending data to aailable buffers regardless of the ability of the Storage Manager Serer to receie the data. The number and size of buffers that are allocated for this can be configured through the Settings dialog in the Data Protection for Exchange GUI. The number and size of buffers can also be specified in the buffers and buffersize parameters on the command line interface. For more information, see Chapter 5, Using the Command Line Interface on page 27. LAN Free Running Data Protection for Exchange in a LAN free enironment allows data to be sent directly to storage deices. As a result, data bypasses potential network 4 IBM Tioli Storage Manager for Mail 5.1.5: Data Protection for Microsoft Exchange Serer Installation and User s Guide

21 congestion. In order to actiate this feature, specify enablelanfree yes in the Data Protection for Exchange options file. You must be equipped to operate in a LAN free enironment. See Tioli Storage Manager Managed System for SAN Storage Agent User s Guide for information on setting up a LAN Free enironment. Data Protection for Exchange backup strategy considerations Depending on your specific requirements regarding network traffic, backup window, and acceptable restore times, you might choose to follow different backup strategies. It is important to completely understand all aspects of Exchange Serer disaster recoery as well as backup considerations recommended by Microsoft. Refer to your Exchange Serer documentation for this information. Some commonly used strategies are described below: Full backups only This approach is best for Exchange Serers that are relatiely small because each backup contains enough data to restore the entire storage group. Each backup takes longer to perform, but the restore process is the most efficient because only the most recent (or other appropriate) full backup needs to be restored. Full backup plus incremental backups This strategy is commonly used when the normal backup window or network capacity cannot support a full backup each time. In such cases, a periodic full backup followed by a series of incremental backups allows the backup window and network traffic to be minimized during peak usage times. For example, you can perform full backups on the weekend and incremental backups during the week. The full backups can be done during low usage times when a larger backup window and increased network traffic can be tolerated. The restore process becomes more complex, howeer, because a full backup, as well as subsequent incremental backups, must be restored. In addition, transactions within the logs must be applied which increases process time. As a result, the more transactions applied, the longer the recoery process. If you use this backup strategy, you must decide whether the Storage Manager storage management policies are modified, to ensure all incremental backups are stored together on the Storage Manager Serer (collocated). This helps improe restore performance by reducing the number of media mounts necessary for restoring a series of incremental backups. See Data Protection for Exchange Version Policy Recommendations on page 16 for more information. Full backup plus differentials This process proides an easier restore than the full plus incremental backup. This approach might be useful if your backup window and network capacity can handle the backup of all transaction logs that accumulate between full backups. This is because it requires the transfer of only one differential plus the last full backup to accomplish a restore. Howeer, the same amount of data must be transferred in the differential image, as in the series of incremental backups. Therefore, a full backup plus differential backup policy increases network traffic and Storage Manager storage usage. This assumes that the differential backups are performed with the same frequency as the incremental backups. Chapter 1. Introducing Data Protection for Exchange 5

22 Online help You should carefully consider whether there is sufficient adantage to justify the additional resource necessary to resend all prior transaction logs with each subsequent differential backup. Additional Data Protection for Exchange backup strategy considerations The list below proides additional information to consider when choosing a backup strategy. If you choose a strategy that inoles incremental or differential backups, circular logging must be disabled on the storage groups of the Exchange Serer. You should not mix incremental and differential backups. Differential backups will only back up changes made since the last incremental backup. Incremental backups performed after differential backups contain all changes since the last incremental or full backup. Restores are more complicated when using a mixed strategy. You need to determine on an indiidual basis which translaction log backups (differential or incremental) to restore along with the full backup. Data Protection for Exchange proides backup and restore functions for the Exchange storage groups and associated transaction logs. Data Protection for Exchange does not proide a complete disaster recoery solution for an Exchange Serer. In a disaster recoery situation, Data Protection for Exchange only backs up and restores the Exchange Serer 5.5 Directory and Information Store or Exchange 2000 Serer storage groups and databases. Other files need to be restored in a disaster recoery situation. You can obtain a comprehensie disaster recoery solution by using Data Protection for Exchange with the Storage Manager Backup-Archie client for Windows. Refer to your Microsoft Exchange Serer documentation for a comprehensie discussion of disaster recoery considerations. Personal folders and personal address books that are stored on Exchange clients are not protected by Data Protection for Exchange. The Storage Manager Backup-Archie client can be used on the Exchange client platform to back up and restore these files. Howeer, the Exchange client normally keeps these files locked when it is running. The Exchange client should be stopped before backing up or restoring these files. To restore an indiidual item such as a message, mailbox, or folder, use Data Protection for Exchange to restore the entire Priate or Public Information Store (for Exchange Serer 5.5) or database containing the desired mailbox or public folder (for Exchange 2000 Serer) to an alternate Exchange Serer. From the alternate Exchange Serer, use the Exchange Administrator program to access and copy the item you want. See Appendix C, Adanced Restore Procedures on page 87 for details on performing this procedure. With Microsoft Exchange Serer, you can also use the item Recoery feature of the Exchange Client to recoer messages and folders which are accidentally deleted. Exchange 2000 Serer also proides a deleted mailbox feature to recoer deleted mailboxes. For more information, see your Microsoft Exchange Serer documentation. Data Protection for Exchange proides online help in addition to an online ersion of this User s Guide in.pdf and compiled HTML (.CHM) format. Online help proides concept and reference information. 6 IBM Tioli Storage Manager for Mail 5.1.5: Data Protection for Microsoft Exchange Serer Installation and User s Guide

23 Globalization Support Note: Data Protection for Exchange Version online help does not support word searches for double-byte character sets (DBCS). Data Protection for Exchange supports the following languages: Brazilian Portuguese French German Italian Japanese Korean Simplified Chinese Spanish Traditional Chinese Running Data Protection for Exchange on a Microsoft Cluster Serer (MSCS) Data Protection for Exchange supports an Exchange Serer running in an MSCS enironment. Exchange Serer 5.5 supports MSCS mode Actie/Passie and Exchange 2000 Serer supports MSCS mode Actie/Actie. The list below proides information you should consider when running Data Protection for Exchange in an MSCS enironment. Note: References to the Exchange Serer in this section pertain to the irtual Exchange Serer name in an MSCS enironment. Data Protection for Exchange must be installed on both nodes of the cluster. In addition, when installing Data Protection for Exchange, it must be installed on a disk local to each node (not a shared cluster disk). Use identical configurations in the Storage Manager options file when configuring Data Protection for Exchange on each node of the cluster. You must specify clusternode yes in the Data Protection for Exchange options file. When using the Storage Manager scheduler for automating backups, you must install the scheduler serice on both nodes of the cluster to enable failoer support. See Appendix A, Using the Storage Manager scheduler on page 73 for more information. The Storage Manager Serer treats backups as coming from a single serer (the irtual Exchange serer) regardless of the cluster node on which the backup was performed. When running in an MSCS enironment, Data Protection for Exchange must be inoked from the command line with the /excserer parameter. For example, if the Exchange irtual serer name on the Microsoft Cluster is excs1, the GUI inocation is tdpexc /excserer=exc1 and an example command line interface inocation is tdpexcc backup "First Storage Group" full /excserer=excs1 Note: If you are using Exchange Serer 5.5 and performing a full recoery of your Exchange Cluster Serer, consider the following: Chapter 1. Introducing Data Protection for Exchange 7

24 The Exchange Serer irtual serer name MUST be the same as the serer to which you are restoring. The Exchange Serer must be installed using the same organization and site name which was used prior to the restore operation. After the restore is complete, the Windows Control Panel must be used to start the serices instead of the Cluster Administrator. 8 IBM Tioli Storage Manager for Mail 5.1.5: Data Protection for Microsoft Exchange Serer Installation and User s Guide

25 Chapter 2. Installing Data Protection for Exchange This section proides information on the client enironment that must exist before you install Data Protection for Exchange. Detailed instructions are also proided on installing and setting up Data Protection for Exchange on a Windows NT or Windows 2000 serer. Data Protection for Exchange is aailable in the following packages: Paid in Full This package contains a license component and is a complete stand-alone release of the product. Program Temporary Fix (PTF) This package does not contain a license component. It is created to install oer a preiously licensed ersion of Data Protection for Exchange. Try and Buy This package contains a license component that allows installation and use for sixty days. Data Protection for Exchange enironment requirements This section contains client enironment information, including space and software requirements, that are required for the proper installation of Data Protection for Exchange. Hardware requirements The approximate hardware requirements are: 8 MB of free disk space 48 MB of RAM (96 MB or more is highly recommended) Any Intel Pentium or equialent 166 (or higher) processor See the readme1st.txt file that is shipped on the product installation media for current information. Operating system The operating system required is Microsoft Windows NT Serer (Serer or Enterprise Edition) Version 4.0 with Serice Pack 4 (SP4) or Microsoft Windows 2000 Serer (Serer, Adanced Serer, Datacenter Serer) with Serice Pack 1 (SP1) or later. It is recommended you install the latest Windows serice packs aailable from Microsoft. Note: For Windows 2000, clustering capabilities are supported only by Adanced Serer and Datacenter Serer. Software requirements Data Protection for Exchange currently supports the following Exchange Serer 5.5 SP 3 (or later) with one of the following operating systems: Windows NT 4.0 with SP 4 (or later) Windows 2000 with SP1 (or later) Copyright IBM Corp. 1998,

26 Exchange 2000 Serer SP 2 (or later) with the following operating system: Windows 2000 with SP1 (or later) MSCS Actie/Passie Configuration (Exchange Serer 5.5) MSCS Actie/Actie Configuration (Exchange 2000 Serer) Microsoft Internet Explorer Version 4.01 (or later) is required to obtain online information such as product documentation and links to support Web sites. Data Protection for Exchange communicates with a Storage Manager Serer Version (or later) running on any supported operating system. A Storage Manager Serer can reside on a different machine than Data Protection for Exchange. The latest requirements for Data Protection for Exchange can be obtained at the following URL: Storage Manager clients and the latest PTFs can also be obtained at this site. The Storage Manager Backup-Archie Client for Windows must be installed in order to take adantage of Storage Manager scheduling and a comprehensie disaster recoery plan. Communication protocols Data Protection for Exchange supports the same communication methods as the installed leel of the Storage Manager API. Refer to the Storage Manager Serer being used to determine which protocols it supports. Installing and configuring Data Protection for Exchange These instructions step you through the installation of Data Protection for Exchange. Make sure to read the Installation Considerations section for important installation information. The installation steps are: Step 1 Installing Data Protection for Exchange Step 2 Registering the client workstation with the Storage Manager Serer Step 3 Configuring Data Protection for Exchange (see Step 2: Configuring the Data Protection for Exchange options file on page 14) Installation considerations Consider the following installation information: See the readexc file for the latest information regarding Data Protection for Exchange. For Exchange Serer 5.5: Data Protection for Exchange must be installed from an account haing Administrator priileges to the local system. For Exchange 2000 Serer: Data Protection for Exchange must be installed from an account haing Domain Administrator priileges to the local system. If a Storage Manager product exists, the path to that product becomes the Data Protection for Exchange default installation directory. Installing all Storage Manager products and components into the same base directory is HIGHLY RECOMMENDED. To uninstall Data Protection for Exchange (Version 1, Version 2, or Version 5.1.5), open the Control Panel on your Windows workstation and select the Add/Remoe Programs item. 10 IBM Tioli Storage Manager for Mail 5.1.5: Data Protection for Microsoft Exchange Serer Installation and User s Guide

27 If no prior ersion of Data Protection for Exchange exists on the system: Data Protection for Exchange Version installs to the default installation directory (Program Files\Tioli\TSM\TDPExchange). You can oerride the default installation directory and specify a different installation directory. You cannot oerride sub-directory names. If Data Protection for Exchange Version 2 exists on the system: Data Protection for Exchange Version is installed into a different directory than Data Protection for Exchange Version 2. The Data Protection for Exchange Version 2 default installation directory is: Program Files\Tioli\TSM\TDPExchange. If you are storing backup objects created by Data Protection for Exchange Version 2, you must retain Data Protection for Exchange Version 2 for as long as you retain those backup objects. Step 1: Installing Data Protection for Exchange The following instructions assume that Windows NT Version 4.0 or Windows 2000 is running on the client workstation. Follow these steps to install Data Protection for Exchange: 1. Insert the Data Protection for Exchange CD-ROM into the CD-ROM drie. If autostart is not enabled, perform the following steps: a. Select Run from the Start menu. b. Enter x:\setup where x is your CD-ROM drie letter. c. Click OK to start the installation program. 2. Follow the installation instructions contained in the prompt windows. 3. Click Finish to complete the setup. If you are installing Data Protection for Exchange in a Microsoft Cluster Serer enironment, repeat the installation procedure on the secondary node of your cluster. Chapter 2. Installing Data Protection for Exchange 11

28 12 IBM Tioli Storage Manager for Mail 5.1.5: Data Protection for Microsoft Exchange Serer Installation and User s Guide

29 Chapter 3. Configuring Data Protection for Exchange This section proides information on the client enironment that must exist before you install Data Protection for Exchange. Detailed instructions are also proided on installing and setting up Data Protection for Exchange on a Windows NT or Windows 2000 serer. Configuring Data Protection for Exchange These instructions step you through the configuration of Data Protection for Exchange. Make sure to read the Installation Considerations section for important installation information. The configuration steps are: Step 1 Registering the client workstation with the Tioli Storage Manager Serer Step 2 Configuring Data Protection for Exchange (see Step 2: Configuring the Data Protection for Exchange options file on page 14) Step 1: Registering Data Protection for Exchange with a Storage Manager Serer Before you can begin requesting serices from a Storage Manager Serer, you must hae a registered node name. After Data Protection for Exchange is registered with a Storage Manager Serer, you can begin using Data Protection for Exchange to back up and restore your Exchange databases. A Storage Manager administrator must register Data Protection for Exchange as a client node with the serer. Your Storage Manager administrator can define a number of parameters for you. The following parameters are related to Data Protection for Exchange: Your node name Note: If you are running Data Protection for Exchange on a Microsoft Cluster Serer, it is recommended that the node name match the Exchange irtual serer name. The initial password, if required The policy domain to which Data Protection for Exchange belongs; see Data Protection for Exchange Version Policy Recommendations on page 16 for more information about policy domains Storage Manager schedules Whether you are allowed to choose if files should be compressed before sending them to the serer The Storage Manager parameter, MAXNUMMP. This parameter determines the maximum number of mount points a client node is allowed to use on the Storage Manager Serer during a backup operation. See the query node command in the Storage Manager Administrator s Reference for more information regarding this parameter. The Storage Manager parameter, TXNGROUPMAX. This parameter determines the number of files transferred as a group between the client and serer between Copyright IBM Corp. 1998,

30 transaction commit points. The TXNGROUPMAX parameter MUST hae a alue of 12 or greater. See the Storage Manager Administrator s Reference for more information regarding this parameter. Step 2: Configuring the Data Protection for Exchange options file Once Data Protection for Exchange is registered to Storage Manager, seeral Data Protection for Exchange parameters need to be configured. The Storage Manager administrator should hae proided you with the node name, password, and the communications method with the appropriate parameters to connect to the Storage Manager Serer. These alues, together with other parameters, are stored in an options file in the Data Protection for Exchange directory. The default options file name is dsm.opt. To modify the initial dsm.opt file, open dsm.opt using a text editor. The options file includes the following parameters, which are required for initial configuration: NODename The Storage Manager node name is the unique name by which Storage Manager recognizes the machine running Data Protection for Exchange. SERVERName This is the name of the Storage Manager Serer to which you back up Exchange databases. COMMethod This option specifies the communication protocol to use between the Data Protection for Exchange node with the Storage Manager Serer. Data Protection for Exchange supports the same set of communication protocols supported by other Storage Manager clients on Win 32 platforms. The following additional options are not required for initial configuration. By default they are not specified, but you can modify the default settings: PASSWORDAccess This option instructs the Storage Manager API to store the current password (encrypted) in the Windows registry and automatically generates a new one when the current one expires. This method of password management is recommended when running scheduled, unattended backups since it ensures that the backup neer fails because of an expired password. The default is prompt. A utility program named dsmcutil.exe allows you to manage (update or display) the password as stored in the registry. This utility program is distributed with the Storage Manager Backup-Archie Client package. For more information on using the dsmcutil program, see the dsmcutil.hlp file or the dsmcutil.txt file which are distributed with the Storage Manager Backup-Archie Client package. Storage Manager clients can be obtained from the URL: COMPRESSIon This option instructs the Storage Manager API to compress data before sending it to the Storage Manager Serer; this reduces traffic and storage requirements. If you enable compression, it affects performance in two ways: 14 IBM Tioli Storage Manager for Mail 5.1.5: Data Protection for Microsoft Exchange Serer Installation and User s Guide

31 CPU utilization is higher on the machine on which Data Protection for Exchange is running. Network bandwidth utilization is lower because fewer bytes are sent. Storage usage on the Storage Manager Serer is reduced. You may want to turn compression ON if any of the following conditions exist: The network adapter has a data oerload. Communications between the Data Protection for Exchange and Storage Manager Serer are oer a low bandwidth connection. There is heay network traffic. Considerations: It may be better to leae compression OFF in the following cases: The computer running Data Protection for Exchange has a CPU oerload; the added CPU usage can impact other applications including the Exchange Serer. You can monitor CPU and network resource utilization using the Performance Monitor program shipped with Windows. You are not constrained by network bandwidth; in this case, you can achiee the best performance by leaing compression OFF and enabling hardware compaction on the tape drie, which also reduces storage requirements. Note: The Storage Manager administrator can oerride the compression option setting for the Data Protection for Exchange node when registering or updating the node by specifying, on the Storage Manager Serer side, that a particular node: Always uses compression. Neer uses compression. Leaes the decision up to the client (default alue). CLUSTERnode This option directs the Storage Manager API and Data Protection for Exchange to be cluster-aware when running in a MSCS enironment. This option must be specified for Data Protection for Exchange to function properly on a MSCS. ENABLELANFree This option allows Data Protection for Exchange to run in a LAN-free enironment (if you are equipped to do so). To perform a LAN-free backup with Data Protection for Exchange, a Storage Manager Storage Agent must be installed on the same machine and enablelanfree yes must be specified in the options file. See Managed System for SAN Storage Agent User s Guide for detailed information about LAN-free enironments. Notes: 1. If you are running Data Protection for Exchange on a Microsoft Cluster Serer, the options file on both nodes of the cluster must be identical. 2. You can create additional Data Protection for Exchange options files to point to other Storage Manager Serers. You can also create more than one options file, each with different parameters, to use with a single Storage Manager Serer. Chapter 3. Configuring Data Protection for Exchange 15