ADMINISTRATION GUIDE EXTERNAL DATA CONNECTOR (NETBACKUP)

Transcription

1 ADMINISTRATION GUIDE EXTERNAL DATA CONNECTOR (NETBACKUP) Published On: 11/19/2013 V10 Service Pack 4A Page 1 of 50

2 External Data Connector (NetBackup) TABLE OF CONTENTS OVERVIEW SYSTEM REQUIREMENTS INSTALLATION DISCOVER AND MIGRATE NETBACKUP CLIENTS Overview How Discovery Works How Migration Works Your First Discovery Run a Discovery Immediately Schedule a Discovery Your First Migration Install CommCell Components Associate a Storage Policy Enable Data Protection and Recovery Enable Schedules and Schedule Policies Viewing Job Information DISCOVER AND MIGRATE NETBACKUP CLIENTS - ADVANCED Overview Components Created After Discovery Configuration Entities Job Entities Media Entities Components Created After Migration Discover Based on Specific Criteria Discover Clients by Agent Type Discover Clients by Client Name Advanced Discovery Options Decoupled Database Capture Install External Data Connector on the NetBackup Master Server Create an XML File Containing NetBackup Database Information Populate the XML File in the CommServe Scripted Database Staging Create a New NetBackup Master Server in the CommCell Apply the Original NetBackup Master Server's Database to the New NetBackup Master Server Troubleshooting Related Reports CommCell Reports CommNet Reports Published On: 11/19/2013 V10 Service Pack 4A Page 2 of 50

3 Overview - External Data Connector (NetBackup) TABLE OF CONTENTS Introduction Key Features Supported NetBackup Versions Terminology INTRODUCTION External Data Connector (EDC) provides the facility to collect and merge vital information from NetBackup cells to a CommCell. NetBackup s vital configurations, such as policies, backup content, client computer names, data protection schedules, encryption and compression settings are automatically collected and merged to the CommCell. After the merge has completed, CommCell Agents can be installed directly on the previous NetBackup clients using the CommCell Console. Backup content, schedules, and other settings will remain on the clients, which greatly reduces configuration time. Data Protection historical records are also captured and merged to the CommCell. Thus, various CommCell and CommNet reports can be run for the historical NetBackup data. KEY FEATURES External Data Connector provides the following key features: COMPLETE DISCOVERY OF NETBACKUP CLIENT INFORMATION When External Data Connector is installed on a NetBackup Master Server, all NetBackup client information can be easily incorporated into a CommCell by performing a simple discovery process. Your first discovery populates all information about each NetBackup client into the CommServe database, including client configuration, previous job history, schedules, and media information. All these details can be viewed using the CommCell Console graphical interface as soon as the first full discovery is performed. Subsequent incremental discovery operations continue to update the CommServe with details on new or changed NetBackup client configurations. You can choose from a number of discovery options to further refine what information is populated into the CommServe, such as narrowing down discovery to specific NetBackup clients as well as including updated job and media details. SEAMLESS MIGRATION OF NETBACKUP CLIENTS TO A COMMCELL If desired, you can seamlessly migrate existing NetBackup client computers to a CommCell for future data protection and recovery operations using the wide variety of CommCell products and features available. CommCell software can be simultaneously installed to any number of client computers directly through the CommCell Console graphical interface. You can choose to keep the original configuration of the migrated client computers or modify them to suit new needs and requirements. CUSTOMIZED REPORTING OF NETBACKUP JOB HISTORY Once your NetBackup clients have been populated into the CommCell, you can create a variety of CommCell reports, which provide detailed information on job history, media details, and more. Reports can be created in HTML, XML, or PDF formats, and can be saved or sent in several ways. Optionally, reports can be further customized to display information in a Native format, which uses the terminology of native CommCell components, or a NetBackup format, which retains the terminology of the original NetBackup components. If your NetBackup clients are integrated into more than one CommCell, CommNet reports can provide complete coverage of all clients in each CommCell. DIRECT IMPORTING OF NETBACKUP DATABASES TO A COMMSERVE Several methods are available for directly importing a NetBackup database to a CommServe, which is useful if you want to incorporate an entire NetBackup database into the CommCell at once. This can be accomplished with or without direct installation of External Data Connector on the NetBackup Server. SUPPORTED NETBACKUP VERSIONS After the discovery process is complete, NetBackup components, such as client computers, backup schedules, and media are mapped to Published On: 11/19/2013 V10 Service Pack 4A Page 3 of 50

4 the appropriate CommCell entity. The following versions of NetBackup are supported for these NetBackup component groupings: NETBACKUP GROUPING DESCRIPTION SUPPORTED NETBACKUP VERSIONS* Configuration Clients, Policy Types, Policies, Policy Attributes (compression, encryption), Policy Schedules (frequency, calendar), Backup Types, Media Server. 5.1, 6.0, 6.5, 7.0, 7.1, 7.5 Jobs Media *Both Windows and Unix platforms are supported. Backup and Admin Policy Job information is migrated for CommCell reporting purposes. Lifecycle Policies, Storage Units, Robots, and Media Status are migrated for CommCell reporting purposes. 5.1, 6.0, 6.5, 7.0, 7.1, , 6.0, 6.5, 7.0, 7.1, 7.5 TERMINOLOGY The External Data Connector documentation utilizes the following terminology: Master Server - The computer hosting the main data protection and recovery software engine. This computer is the equivalent of the CommServe computer. Discovery - The process in which External Data Connector collects information about the vendor's client computers and populates that information into the CommServe database. Published On: 11/19/2013 V10 Service Pack 4A Page 4 of 50

5 External Data Connector - System Requirements The following requirements are for External Data Connector: NETBACKUP After the discovery process is complete, NetBackup components, such as client computers, backup schedules, and media are mapped to the appropriate CommCell entity. The following versions of NetBackup are supported for these NetBackup component groupings: NETBACKUP GROUPING DESCRIPTION SUPPORTED NETBACKUP VERSIONS* Configuration Clients, Policy Types, Policies, Policy Attributes (compression, encryption), Policy Schedules (frequency, calendar), Backup Types, Media Server. 5.1, 6.0, 6.5, 7.0, 7.1, 7.5 Jobs Media *Both Windows and Unix platforms are supported. Backup and Admin Policy Job information is migrated for CommCell reporting purposes. Lifecycle Policies, Storage Units, Robots, and Media Status are migrated for CommCell reporting purposes. 5.1, 6.0, 6.5, 7.0, 7.1, , 6.0, 6.5, 7.0, 7.1, 7.5 HARD DRIVE 1 GB of minimum disk space is required for installing the software. 256 MB of free disk space is required for job result directory. 256 MB of free disk space is required for log directory. MISCELLANEOUS.NET FRAMEWORK.NET Framework 2.0 is automatically installed. Note that.net Framework 2.0 can co-exist with other versions of this software. DISCLAIMER Minor revisions and/or service packs that are released by application and operating system vendors are supported by our software but may not be individually listed in our System Requirements. We will provide information on any known caveat for the revisions and/or service packs. In some cases, these revisions and/or service packs affect the working of our software. Changes to the behavior of our software resulting from an application or operating system revision/service pack may be beyond our control. The older releases of our software may not support the platforms supported in the current release. However, we will make every effort to correct the behavior in the current or future releases when necessary. Please contact your Software Provider for any problem with a specific application or operating system. Additional considerations regarding minimum requirements and End of Life policies from application and operating system vendors are also applicable Published On: 11/19/2013 V10 Service Pack 4A Page 5 of 50

6 Getting Started - External Data Connector Deployment on Windows WHERE TO INSTALL Install the software on a server hosting third party software (NetBackup Master Server/ EMC Networker Server/ Tivoli Storage Manager Server/ BackupExec Server) to merge all information about them into the CommServe database. The computer will be added as a client in the CommCell as soon as the installation completes successfully. PLANNING YOUR INSTALLATION The software installation may require a system reboot if a pending rename operation from a previously installed application is found in the operating system, hence, plan your installation at a convenient time. CommServe computer must have Operations Manager software installed. BEFORE YOU BEGIN System Requirements Verify that the computer in which you wish to install the software satisfies the minimum requirements specified in System Requirements. Download Software Packages Download the latest software package to perform the install. INSTALLATION The software can be installed using one of the following methods: METHOD 1: REMOTE INSTALL USING COMMCELL CONSOLE Use this procedure to install remotely on a client computer. METHOD 2: INTERACTIVE INSTALL Use this procedure to install the software by specifying installation settings and options. METHOD 1: REMOTE INSTALL USING COMMCELL CONSOLE 1. Open CommCell Console: Click Start and point to All Programs. Click HDPS. Click Backup and Recovery Administrative Console. 2. From the CommCell Browser, click Tools Add/Remove Software Install Software. Published On: 11/19/2013 V10 Service Pack 4A Page 6 of 50

7 3. Click Next. 4. Click Next. Published On: 11/19/2013 V10 Service Pack 4A Page 7 of 50

8 5. Click Manually Select Computers. Click Next. 6. Enter the fully qualified domain name of the client computer. For example: mycomputer.mydomain.mycompany.com Click Next. Do not use space and the following characters when specifying the Host Name: \ `~!_@#$%^&*()+=<>/?,[]{}:;'" Published On: 11/19/2013 V10 Service Pack 4A Page 8 of 50

9 7. Choose one of the following: Click Next if you want to use the default cache location Click Override Software Cache and specify a new location in the Software Cache box and then click Next The software cache is the location from where the remote install program installs the software. This screen will not appear if the remote cache is not configured. For more information, see Managing Cache - Remote Cache. 8. Specify the User Name and Password that must be used to access the client computer, and then click Next. The user must be an Administrator or a member of the Administrator group on that computer. Account information is required while performing remote installs for the first time on a client. For subsequent remote installs on that client, click Next without specifying the account information. Published On: 11/19/2013 V10 Service Pack 4A Page 9 of 50

10 9. Click External Data Connector. Click Next. 10. Select the following: Select a client group from the available Client Groups, and then click Add. From the Global Filters list, select one of the following: Use Cell level Policy to inherit the global filter policy configuration set for the CommCell. Always use Global Filters to apply the global filters policy to the default subclient regardless of the policy set for the CommCell. Do not use Global Filters if you plan to define specific filters for the Agent. From the Storage Policy To Use list, select a storage policy. Click Next. This screen will not be displayed if Client Groups are not configured in the CommCell Console. For more information, see Client Computer Groups. Published On: 11/19/2013 V10 Service Pack 4A Page 10 of 50

11 11. Click Next. If necessary you can select additional options. Click the Help button to get more information on the available options. 12. Click Next. If necessary you can select optional settings. Click the Help button to get more information on the available options. Published On: 11/19/2013 V10 Service Pack 4A Page 11 of 50

12 13. Select one of the following: If firewall configuration is not required, click Next. If this computer and the CommServe is separated by a firewall, click Configure firewall services. For firewall options and configuration instructions, see Firewall Configuration and continue with the installation. 14. Select Immediate. Click Next. Published On: 11/19/2013 V10 Service Pack 4A Page 12 of 50

13 15. Click Finish. This screen will reflect the components you selected for install, and may look different from the example shown. 16. You can track the progress of the job from the Job Controller window of the CommCell console. From the Home menu, click Job Controller. Once the job is complete, view the job details from the Admin Job History. Right-click the <CommServe>, point to View and then click Admin Job History. Click Select Install/Upgrade/Remove/Repair Software. Click OK. Published On: 11/19/2013 V10 Service Pack 4A Page 13 of 50

14 You can view the following by right-clicking the job: Details of the job Option to Resubmit the job Events associated with the job Logs associated with the job Option to send the Logs associated with the job Several additional options are available for remotely installing the software from CommCell Console, refer to Install Software from the CommCell Console (Remote Install) for more information. METHOD 2: INTERACTIVE INSTALL 1. Log on to the client computer as an Administrator or as a member of the Administrator group on that computer. 2. Run SetupAll.exe from the Software Installation Discs. 3. Click I accept the terms in the license agreement. Click Next. Published On: 11/19/2013 V10 Service Pack 4A Page 14 of 50

15 4. Click Custom. Click Next. 5. Click Select components to install on this computer and click Next. Published On: 11/19/2013 V10 Service Pack 4A Page 15 of 50

16 6. Click Tools External Data Connector. Click Next. 7. Verify the default location for software installation. Click Next. If necessary, click Browse... to change the default location. Do not install the software to a mapped network drive Do not use the following characters when specifying the destination path: / : *? " < > # It is recommended that you use alphanumeric characters only 8. Click Install. The Summary on your screen should reflect the components you selected for install, and may look different from the example shown. Published On: 11/19/2013 V10 Service Pack 4A Page 16 of 50

17 9. Click Yes. 10. Click Next. 11. Select one of the following: If firewall configuration is not required, click Next. If this computer and the CommServe is separated by a firewall, click Configure firewall services. For firewall options and configuration instructions, see Firewall Configuration and continue with the installation. Published On: 11/19/2013 V10 Service Pack 4A Page 17 of 50

18 12. Enter the fully qualified domain name of the CommServe in the CommServe Host Name box. Do not use space and the following characters when specifying the CommServe Host Name: \ `~!@#$%^&*()+=<>/?,[]{}:;'" Click Next. 13. Enter the following: The local (NetBIOS) name of the client computer is displayed in the Select a Client name list. If necessary you can also type a new (friendly) name for the client in this box. This name will be used in the CommCell and will also be displayed in the CommCell Console. Do not use spaces when specifying a new name for the client. The default network interface name of the client computer is displayed if the computer has only one network interface (NIC card). If the computer has multiple network interfaces, select the interface name that is preferred for communication with the CommServe. Click Next. If a component is already installed on this computer, this screen will not be displayed; instead, the install program will use the same name as previously specified. Published On: 11/19/2013 V10 Service Pack 4A Page 18 of 50

19 14. Select one of the following options: If you do not want to disable Windows Firewall, click Next. If you want to disable Windows Firewall for all profiles, click Yes, disable Windows Firewall for all profiles and then click Next. You will get this screen if you did not configure the firewall settings in step Select Add programs to the Windows Firewall Exclusion List, to add CommCell programs and services to the Windows Firewall Exclusion List. Click Next. This option enables CommCell operations across Windows firewall by adding CommCell programs and services to Windows firewall exclusion list. It is recommended to select this option even if Windows firewall is disabled. This will allow the CommCell programs and services to function if the Windows firewall is enabled at a later time. Published On: 11/19/2013 V10 Service Pack 4A Page 19 of 50

20 16. Select a Client Group. Click Next. This screen will not be displayed if Client Groups are not configured in the CommCell Console. For more information, see Client Computer Groups. 17. Click Next. This agent does not support Global Filters. Published On: 11/19/2013 V10 Service Pack 4A Page 20 of 50

21 18. Select a storage policy from the Storage Policy list. Click Next. If you do not have a Storage Policy, the list will not be displayed. You can create the Storage Policy later in step Click Finish. This screen will reflect the components you selected for install, and may look different from the example shown. Published On: 11/19/2013 V10 Service Pack 4A Page 21 of 50

22 If you do not have Storage Policy created, continue with the following step. 20. To create a storage policy, you must have configured a library in the CommCell. If you do not already have a library configured, go to Disk Library Creation. If you have a library configured, go to Storage Policy Creation. DISK LIBRARY CREATION: 1. From the CommCell Browser, navigate to Storage Resources, right-click the Libraries, point to Add and then click Disk Library... Alternatively, you can also navigate to MediaAgents, right-click <MediaAgent>, point to All Tasks Create Library and then click Disk Library From the Add Disk Library dialog box, specify the following: In the Name box, specify name of the disk library. From the MediaAgent list, select the MediaAgent. Perform one of the following: Select Local Path if you wish to specify a local path in the MediaAgent computer. In the Disk Device box, type the name of the folder in which the disk library must located or click folder. button to select the Select Network Path, if you wish to specify a network path as the target share. In the Connect As box, type the user name. In the Password and Verify Password box, type the password to access the network share. In the Folder box, type the mount path or click button to select a mount path. Click OK. 3. The newly created disk library will be displayed under Libraries node. This will create a library and Storage Policy. Published On: 11/19/2013 V10 Service Pack 4A Page 22 of 50

23 STORAGE POLICY CREATION 1. From the CommCell Browser, navigate to Policies. 2. Right-click the Storage Policies and then click New Storage Policy. 3. Follow the prompts displayed in the Storage Policy Wizard. The required options are mentioned below: Select the Storage Policy type as Data Protection and Archiving and click Next. Enter the name in the Storage Policy Name box and click Next. From the Library list, click the name of a disk library to which the primary copy should be associated and then click Next. Ensure that you select a library attached to a MediaAgent operating in the current release. From the MediaAgent list, click the name of a MediaAgent that will be used to create the primary copy and then click Next. For the device streams and the retention criteria information, click Next to accept default values. Select Yes to enable deduplication for the primary copy. From the MediaAgent list, click the name of the MediaAgent that will be used to host the Deduplication Database (DDB). In the Location box, type the name of the folder in which the DDB must be located or click the Browse button to select the folder and then click Next. Review the details and click Finish to create the Storage Policy. This will create a storage policy. Published On: 11/19/2013 V10 Service Pack 4A Page 23 of 50

24 Published On: 11/19/2013 V10 Service Pack 4A Page 24 of 50

25 Getting Started - External Data Connector Deployment on Unix WHERE TO INSTALL Install the software on a server hosting third party software (NetBackup Master Server/ EMC Networker Server/ Tivoli Storage Manager Server/ BackupExec Server) to merge all information about them into the CommServe database. The computer will be added as a client in the CommCell as soon as the installation completes successfully. BEFORE YOU BEGIN System Requirements Verify that the computer in which you wish to install the software satisfies the minimum requirements specified in System Requirements. Download Software Packages Download the latest software package to perform the install. INSTALLATION The software can be installed using one of the following methods: METHOD 1: REMOTE INSTALL USING COMMCELL CONSOLE Use this procedure to install remotely on a client computer. METHOD 2: INTERACTIVE INSTALL Use this procedure to install the software using the custom installation options. METHOD 1: REMOTE INSTALL USING COMMCELL CONSOLE 1. Open CommCell Console: Click Start and point to All Programs. Click HDPS. Click Backup and Recovery Administrative Console. 2. From the CommCell Browser, click Tools Add/Remove Software Install Software. 3. Click Next. Published On: 11/19/2013 V10 Service Pack 4A Page 25 of 50

26 4. Select Unix and Linux. Click Next. 5. Click Manually Select Computers. Click Next. Published On: 11/19/2013 V10 Service Pack 4A Page 26 of 50

27 6. Enter the fully qualified domain name of the client computer. For example: mycomputer.mydomain.mycompany.com Click Next. Do not use space and the following characters when specifying the Host Name: \ `~!_@#$%^&*()+=<>/?,[]{}:;'" 7. Choose one of the following: Click Next if you want to use the default cache location Click Override Software Cache and specify a new location in the Software Cache box and then click Next The software cache is the location from where the remote install program installs the software. This screen will not appear if the remote cache is not configured. For more information, see Managing Cache - Remote Cache. Published On: 11/19/2013 V10 Service Pack 4A Page 27 of 50

28 8. Specify the User Name and Password that must be used to access the client computer, and then click Next. You can also specify the SUDO user credentials here, provided that the user is an Administrator or a member of the Administrator group with root privileges on that computer. For steps to add a SUDO user to /etc/sudoers, see Frequently Asked Questions - Install. Account information is required while performing remote installs for the first time on a client. For subsequent remote installs on that client, click Next without specifying the account information. 9. Click External Data Connector Agent. Click Next. Published On: 11/19/2013 V10 Service Pack 4A Page 28 of 50

29 10. Select the following: Select a client group from the available Client Groups, and then click Add. From the Global Filters list, select one of the following: Use Cell level Policy to inherit the global filter policy configuration set for the CommCell. Always use Global Filters to apply the global filters policy to the default subclient regardless of the policy set for the CommCell. Do not use Global Filters if you plan to define specific filters for the Agent. From the Storage Policy To Use list, select a storage policy. Click Next. This screen will not be displayed if Client Groups are not configured in the CommCell Console. For more information, see Client Computer Groups. 11. Click Next. If necessary you can select additional options. Click the Help button to get more information on the available options. Published On: 11/19/2013 V10 Service Pack 4A Page 29 of 50

30 12. Click Next. If necessary you can select advanced options. Click the Help button to get more information on the available options. 13. Click Next. If necessary you can select optional settings. Click the Help button to get more information on the available options. Published On: 11/19/2013 V10 Service Pack 4A Page 30 of 50

31 14. Select one of the following: If firewall configuration is not required, click Next. If this computer and the CommServe is separated by a firewall, click Configure firewall services. For firewall options and configuration instructions, see Firewall Configuration and continue with the installation. 15. Select Immediate. Click Next. Published On: 11/19/2013 V10 Service Pack 4A Page 31 of 50

32 16. Click Finish. This screen will reflect the components you selected for install, and may look different from the example shown. 17. You can track the progress of the job from the Job Controller window of the CommCell console. From the Home menu, click Job Controller. Once the job is complete, view the job details from the Admin Job History. Right-click the <CommServe>, point to View and then click Admin Job History. Click Select Install/Upgrade/Remove/Repair Software. Click OK. Published On: 11/19/2013 V10 Service Pack 4A Page 32 of 50

33 You can view the following by right-clicking the job: Details of the job Option to Resubmit the job Events associated with the job Logs associated with the job Option to send the Logs associated with the job 18. If you have installed on a clustered computer, make sure to install the software on all the physical nodes and then follow the steps described in Cluster Configuration. Several additional options are available for remotely installing the software from CommCell Console, refer to Install Software from the CommCell Console (Remote Install) for more information. METHOD 2: INTERACTIVE INSTALL 1. Logon to the client computer as root. 2. If you are installing the software from the Software Installation Discs, run the following command to mount the CD: mount -t iso9660,udf /dev/cdrom /mnt/cdrom Run the following command from the Software Installation Package or mount point:./cvpkgadd 3. Press Enter. You can also run this command as a SUDO user with root privileges:./sudo cvpkgadd For steps to add a SUDO user to /etc/sudoers, see Frequently Asked Questions - Install. Selecting Setup Type Please select how you want to perform the setup. Published On: 11/19/2013 V10 Service Pack 4A Page 33 of 50

34 1) CUSTOM - I want to answer all questions interactively 2) QUICK - I just want to answer a few key questions 3) AUTOMATIC - Let the setup decide on everything 4) MY WAY - Please use my prepared answers in /etc/play.xml 5) Exit I want setup in this way: [1] 4. The product banner and other information is displayed. Press Enter. 5. Read the license agreement. Type y and press Enter. 6. Type 2, and then press Enter. Selecting Unix Setup Task Please select a setup task you want to perform from the list below: Advanced options provide extra setup features such as creating custom package, recording/replaying user selections and installing External Data Connector software. 1) Install data protection agents on this computer 2) Advanced options 3) Exit this menu Your choice: [1] 7. Type 3, and then press Enter. Please select a setup task you want to perform from the list below: [ Custom Package Creator ] 1) Create a custom install package [ De-coupled Installer ] 2) Pre-install software Components (De-coupled Mode) [ Third Party Connector ] 3) Symantec NetBackup Agent 4) IBM Tivoli Storage Manager [ Done ] 5) Exit this menu Your Choice: [1] 8. The default network interface name of the client computer is displayed if the computer has only one network interface (NIC card), press Enter to accept. If the computer has multiple network interfaces, enter the interface name that is preferred for communication with the CommServe, and then press Enter. The interface names and IP addresses depend on the computer in which the software is installed and may be different from the example shown. Setting Client/Physical Machine Host Name We found one network interface available on your machine. We will associate it with the client being installed, and it will also be used by the CommServe to connect to the client. Note that you will be able to additionally customize Datapipe Interface Pairs used for the backup data traffic later in the Data Protection Suite Java GUI. Please check the interface name below, and make corrections if necessary: Client/Physical Machine Host Name: [myclient.company.com] 9. The local name of the client computer is displayed, press Enter to accept. If necessary you can also enter a new (friendly) name for the client, and then press Enter. This name will be used in the CommCell and will also be displayed in the CommCell Console. Do not use spaces when specifying a new name for the client. Setting Client Name Please specify the client name for this machine. It does not have to be the network host name: you can enter any word here without spaces. The only requirement is that it must be unique on the CommServe. Physical Machine Client name: [myclient] Published On: 11/19/2013 V10 Service Pack 4A Page 34 of 50

35 10. Press Enter. Do you want to install the agents for restore only without consuming licenses? Install Agents for Restore Only? [no] 11. Verify the default path for software installation. Press Enter. If necessary, enter a path to modify the default path and press Enter. Do not install the software to a mapped network drive Do not use the following characters when specifying the path:!@#$%^&*():/?\ It is recommended that you use alphanumeric characters only Preparing Installation Directory Please specify where you want us to install Data Protection Suite binaries. It must be a local directory or NFS and there should be at least 281MB of free space available. All files will be installed in a "hds" subdirectory, so if you enter "/opt", the files will actually be placed into "/opt/hds". Installation Directory: [/opt] 12. Verify the default path for log files. Press Enter. If necessary, enter a path to modify the default path and press Enter. Do not use the following characters when specifying the path:!@#$%^&*():/?\ It is recommended that you use alphanumeric characters only All the modules installed on the computer will store the log files in this directory. Preparing Log Directory Please specify where you want to keep Data Protection Suite log files. It must be a local directory or NFS share and there should be at least 100MB of free space available. All log files will be created in a "hds/log_files" subdirectory, so if you enter "/var/log", the logs will actually be placed into "/var/log/hds/log_files". Log Directory: [/var/log] 13. Press Enter. Deciding If to Use a Unix Group Most of Data Protection Suite processes run with root privileges, but some are launched by databases and inherit database access rights. To make sure that registry and log files can be written to by both kinds of processes we can either make such files world-writeable or we can grant write access only to processes belonging to a particular group, e.g. a "hds" or a "dba" group. We highly recommend now that you create a new user group and enter its name in the next setup screen. If you choose not to assign a dedicated group to Data Protection Suite processes, you will need to specify the access permissions later. If you're planning to backup Oracle DB you should use "dba" group. Would you like to assign a specific group to Software? [yes] 14. Type the Group name and press Enter. Press Enter again. Setting Unix Group Please enter the name of the group which will be assigned to all Data Protection Suite files and on behalf of which all Data Protection Suite processes will run. In most of the cases it's a good idea to create a dedicated "hds" group. However, if you're planning to use Oracle idataagent or SAP Agent, you should enter Oracle's "dba" group here. Group name: testgrp1 Published On: 11/19/2013 V10 Service Pack 4A Page 35 of 50

36 REMINDER If you are planning to install Data Protection Suite Informix, DB2, Sybase or Lotus Notes idataagent, please make sure to include Informix, DB2, etc. users into group "testgrp1".. Press <ENTER> to continue Type d for done with the selection and press Enter. Setting Access Permissions for Group and Other Users Installer will assign full access rights to root user for all installed Data Protection Suite files and its processes. For group and any other users, you can specify the access permissions now. If you did not assign a dedicated group in previous step, make sure you specify sufficient access rights for other users if you are also planning to install Data Protection Suite agents involving third party software protection. [X] 1) Allow read permission to group users [X] 2) Allow write permission to group users [X] 3) Allow execute permission to group users [X] 4) Allow read permission to other users [ ] 5) Allow write permission to other users [X] 6) Allow execute permission to other users [a=all n=none r=reverse q=quit d=done >=next <=previous?=help] Enter number(s)/one of "a,n,r,q,d,>,<,?" here: d 16. If you have enabled per-client certificate on CommServe, type y and press Enter. Else, press Enter. Specifying If CommServe Per-Client Certificate is Enabled If you have checked "Force per-client certificate authentication on CommServe" on the CommServe or Proxy, you need to provide installer with a Temp Certificate. This Temp Certificate can be obtained by opening "Certificate Administration Applet" from the Java GUI's Control Panel, clicking "Temp Certificate" button, selecting newly created client in the popped up window and copying/pasting generated certificate to a local file accessible from this installer. Have you enabled per-client certificate authentication on CommServe? [no] 17. The default port numbers used for CommCell communication is displayed. If necessary, you can modify the port numbers. Press Enter. Setting Instance Port Number of cvd Every instance of Data Protection Suite should use a unique set of network ports to avoid interfering with other instances running on the same machine. The port numbers selected must be from the reserved port number range and have not been registered by another application on this machine. Please enter the port numbers. Port Number for CVD : [8400] 18. Press Enter. Setting Instance Port Number of EvMgrC Every instance of Data Protection Suite should use a unique set of network ports to avoid interfering with other instances running on the same machine. The port numbers selected must be from the reserved port number range and have not been registered by another application on this machine. Please enter the port numbers. Port Number for CVD: 8400 Port Number for EvMgrC: [8402] 19. Do one of the following: If firewall configuration is not required, press Enter. If this computer and the CommServe is separated by a firewall, type Yes and then press Enter. For firewall options and configuration instructions, see Firewall Configuration. Deciding If to Configure Firewall You need to configure firewall settings if there is a firewall between this client and the CommServe. Is there a firewall between this client and the CommServe? [no] Published On: 11/19/2013 V10 Service Pack 4A Page 36 of 50

37 20. Type the fully qualified domain of the CommServe host name and press Enter. Do not use space and the following characters when specifying the CommServe Host Name: \ `~!@#$%^&*()+=<>/?,[]{}:;'" Setting CommServe Host Name Please specify hostname of the CommServe below. Make sure the hostname is fully qualified, resolvable by the name services configured on this machine. CommServe Host Name: mycommserve.company.com 21. Press Enter. Deciding if to Configure Storage Policy Would you like to configure Storage Policy on this client? Configure? [no] Adjusting modes and permissions of files...done. Starting Data Protection Suite services...done. Thank you for choosing Data Protection Suite. If you do not have Storage Policy created, this message will be displayed. You may not be prompted for user input. You can create the Storage Policy later in step 35. There seem to be no Storage Policies configured on the CommServe. Before you can run any backups of this IDA, you will need to install a MediaAgent, create a Storage Policy and assign it to all subclients.. If you already have a storage policy selected in step 20, click to proceed to the Configuration section. If you do not have Storage Policy created, continue with the following step. 22. To create a storage policy, you must have configured a library in the CommCell. If you do not already have a library configured, go to Disk Library Creation. If you have a library configured, go to Storage Policy Creation. DISK LIBRARY CREATION: 1. From the CommCell Browser, navigate to Storage Resources, right-click the Libraries, point to Add and then click Disk Library... Alternatively, you can also navigate to MediaAgents, right-click <MediaAgent>, point to All Tasks Create Library and then click Disk Library From the Add Disk Library dialog box, specify the following: In the Name box, specify name of the disk library. From the MediaAgent list, select the MediaAgent. Perform one of the following: Select Local Path if you wish to specify a local path in the MediaAgent computer. In the Disk Device box, type the name of the folder in which the disk library must located or click folder. button to select the Select Network Path, if you wish to specify a network path as the target share. In the Connect As box, type the user name. In the Password and Verify Password box, type the password to access the network share. In the Folder box, type the mount path or click button to select a mount path. Click OK. 3. The newly created disk library will be displayed under Libraries node. This will create a library and Storage Policy. Click to proceed to the Configuration section. Published On: 11/19/2013 V10 Service Pack 4A Page 37 of 50

38 STORAGE POLICY CREATION 1. From the CommCell Browser, navigate to Policies. 2. Right-click the Storage Policies and then click New Storage Policy. 3. Follow the prompts displayed in the Storage Policy Wizard. The required options are mentioned below: Select the Storage Policy type as Data Protection and Archiving and click Next. Enter the name in the Storage Policy Name box and click Next. From the Library list, click the name of a disk library to which the primary copy should be associated and then click Next. Ensure that you select a library attached to a MediaAgent operating in the current release. From the MediaAgent list, click the name of a MediaAgent that will be used to create the primary copy and then click Next. For the device streams and the retention criteria information, click Next to accept default values. Select Yes to enable deduplication for the primary copy. From the MediaAgent list, click the name of the MediaAgent that will be used to host the Deduplication Database (DDB). In the Location box, type the name of the folder in which the DDB must be located or click the Browse button to select the folder and then click Next. Review the details and click Finish to create the Storage Policy. This will create a storage policy. Click to proceed to the Configuration section. Published On: 11/19/2013 V10 Service Pack 4A Page 38 of 50

39 Published On: 11/19/2013 V10 Service Pack 4A Page 39 of 50

40 Discover and Migrate PERFORM A DISCOVERY Once External Data Connector is installed on the NetBackup Server, information about each NetBackup client can be incorporated into your CommCell by performing a discovery operation. The discovery process collects information from the NetBackup master server and transfers this information to the CommServe database. Once complete, the CommServe creates CommCell entities that correspond to the original NetBackup entities. Discovery is performed at the subclient level and can be run on-demand or scheduled to run at a specified time. Discovery operations may fail if the NetBackup master server database password is entered incorrectly or NetBackup services are not running. To determine which failure occurred, rightclick the failed discovery job in the Job Controller window and select Job Details. The Description field will display the job failure reason. If installing External Data Connector manually using the software installation discs, the client computer name and host name must be the same for discovery operations to complete successfully. This is not required if installing External Data Connector using the CommCell Console's Install Software feature. RUN A DISCOVERY IMMEDIATELY When run for the first time, the discovery process is performed in full, collecting information on every NetBackup client as well as the operations and settings associated with them. Subsequent discovery operations can later be performed incrementally, collecting only new or changed information. 1. From the CommCell Console, right-click on the External Data Connector node, select New Instance, and select the desired instance type. If the Advanced Option was used to install the External Data Connector, you will not have to create an instance. 2. From the General tab of the External Data Connector dialog box, enter the following information: The NetBackup database name. The User Credentials of the master server. Click OK. An instance, default backup set, and subclient are now created and ready for the discovery process. 3. Right-click the subclient for which you want to discover NetBackup data and click Discover. 4. From the Job Initiation tab of the Discovery Options dialog box, select Immediate. Published On: 11/19/2013 V10 Service Pack 4A Page 40 of 50

41 5. Click OK. You can track the progress of the backup job from the Job Controller window. When the backup has completed, the Job Controller displays Completed. SCHEDULE A DISCOVERY 1. From the CommCell Console, right-click on the External Data Connector node, select New Instance, and select the desired instance type. 2. From the General tab of the External Data Connector dialog box, enter the following information: The NetBackup database name. The User Credentials of the master server. Click OK. An instance, default backup set, and subclient are now created and ready for the discovery process. 3. Right-click the subclient for which you want to discover NetBackup data and click Discover. 4. From the Job Initiation tab of the Discovery Options dialog box, select Schedule. Published On: 11/19/2013 V10 Service Pack 4A Page 41 of 50

42 5. From the Schedule Details dialog box that appears, select the appropriate scheduling options. 6. Click Options to view the Advanced Schedule Options dialog box. Specify the following options: Range of recurrence: Specify the date on which you want this schedule to take effect. Repeat: Select the value for which you want to run the job repeatedly on the day in which the job is scheduled to run. Time Zone: Select a specific time zone from which the job schedule time will be based. You can also confirm and/or edit (where applicable) your choices from the Job Summary tab. For a monthly or yearly schedule, you can select either a standard calendar or a custom calendar. Click OK once all the desired options have been configured. 7. Click OK. Your discovery operation will execute according to the specified schedule. You can track the progress of the backup job from the Job Controller window. When the backup has completed, the Job Controller displays Completed. HOW DISCOVERY WORKS The discovery process occurs in two phases: 1. Query of NetBackup client information 2. Merge of information to the CommCell During the Query phase, information about the vendor's backup jobs, policies, and associated clients, schedules, libraries, and media are compiled in the form of.xml files for the data type selected during installation. This data is then transferred to the CommServe computer. Discovery jobs may be restarted from the beginning of the transfer phase if necessary. During the Merge phase, External Data Connector maps each NetBackup component, such as client computers, backup schedules, and media, to the appropriate CommCell entity. In cases where there is no direct match between a NetBackup component and CommCell component, External Data Connector will incorporate as much information as possible into a CommCell entity that most closely resembles the original NetBackup entity. PERFORM YOUR FIRST MIGRATION Published On: 11/19/2013 V10 Service Pack 4A Page 42 of 50

43 Once a discovery job has been run, you can migrate NetBackup clients to the CommCell by installing the desired CommCell software components, such as the File System, Exchange, or SQL idataagents. After the software installation, the CommCell Console creates a new set of entities, such as backup sets, for the client computer which can be configured to perform future data protection operations. Once migrated, you can perform data protection and recovery operations for the client computer. The migration process consists of the following phases: 1. Install CommCell Components onto the NetBackup client computers. 2. Associate a Storage Policy, which is the storage policy selected during the software installation. 3. Enable Data Protection and Recovery for the client computer. 4. Enable Schedules and Schedule Policies to activate the original schedules associated with the client's NetBackup jobs. Once these phases are complete, you are ready to run backups and restores for the client computer. Refer to the documentation for your components for detailed information on protecting and recovering data. Prior to running backups, ensure that the subclients created do not contain any duplicate content. INSTALL COMMCELL COMPONENTS The first step in migrating NetBackup clients to a CommCell is to install CommCell components on the NetBackup client computer. These installations can occur in two ways: using the Install Software from the CommCell Console feature, which allows you to directly install software on any number of client computers. This is the recommended method. using the software installation disk for the components you want to install. Refer to the Installation documentation for complete details on installing CommCell components. By default, all discovered NetBackup client computers migrate in a disabled state. This means that no CommCell licenses are consumed during the discovery process. When installing CommCell components onto the discovered client computers, the appropriate component license will be consumed during the installation process. ASSOCIATE A STORAGE POLICY Next, you must associate the storage policy you designated during the software installation to the appropriate subclient. To do so: 1. From the CommCell Browser, right-click the subclient whose associated storage policy you want to change, then click Properties from the shortcut menu. 2. Click the Storage Device tab of the Subclient Properties dialog box. 3. From the Storage Policy list of the Data Storage Policy tab, select a data storage policy to associate with this subclient. If necessary, click the Create Storage Policy button to create a new storage policy to which the subclient can then be associated. 4. From the Changing a Storage Policy window select the next type of backup operation. Click OK. 5. If applicable for your agent, you can change the number of data streams from the Number of Data/Database Backup Streams field. 6. If applicable for your agent, click the Log Storage Policy tab and select a storage policy to associate with this transaction log subclient from the Transaction Log Storage Policy list. Also, you can set the Number of Transaction Log Backup Streams from this tab. 7. Click OK to save your changes and close the Subclient Properties Storage Device tab. ENABLE DATA PROTECTION AND RECOVERY Next, data protection and recovery must be enabled for the client computer to begin running jobs. To do so: 1. From the CommCell Browser, right-click the CommServe, client computer group, client computer, agent, or subclient, and then click Properties from the short-cut menu. 2. From the Activity Control tab of the associated Properties dialog box, select or clear option(s), as desired. 3. Click OK. Published On: 11/19/2013 V10 Service Pack 4A Page 43 of 50

44 ENABLE SCHEDULES AND SCHEDULE POLICIES Finally, enable schedules and schedule policies if they are not currently enabled for your client. VIEWING JOB INFORMATION Once you have migrated your NetBackup clients to the CommCell and have run your first backups, you may want to view specific historical information about the jobs, such as the following: Items that failed during the job Items that succeeded during the job Details of the job Media associated with the job Events of the job Log files of the job. This information can be viewed in the Job History window, which is accessible at the client computer, idataagent, instance, or subclient level in the CommCell Console. The history depends on the entity from which the job history is viewed. For example, viewing job history from the subclient level will yield information for only the jobs performed in that subclient. Conversely, viewing job history from the backup set level will yield information for jobs run from all subclients within the backup set. To view job history: 1. From the CommCell Browser, right-click the entity (client computer, idataagent, backup set or subclient) whose backup history you want to view, click View, and then click View History. 2. From the Job History filter window select the filter options, if any, that you want to apply, and then click OK. The system displays the Job History window. Once you have chosen your filter options, they are displayed in the Job History window. To view the additional options discussed above, right-click the desired job choose the appropriate option. 3. Click OK to exit the Job History window. YOU HAVE NOW FINISHED YOUR FIRST DISCOVERY AND MIGRATION Back to Top Published On: 11/19/2013 V10 Service Pack 4A Page 44 of 50

45 Advanced Options TABLE OF CONTENTS Components Created After Discovery Configuration Entities Job Entities Media Entities Components Created After Migration Discover Based on Specific Criteria Discover Clients by Agent Type Discover Clients by Client Name Advanced Discovery Options Capture Metadata using Decoupled Install Install External Data Connector on the NetBackup Master Server Create an XML File Containing NetBackup Database Information Populate the XML File in the CommServe Troubleshooting Related Reports Reports on CommCell Console COMPONENTS CREATED AFTER DISCOVERY Your first discovery and migration operations lay the framework for protecting and recovering NetBackup clients using the CommCell software. By default, all future discovery operations occur incrementally; that is, only new or changed NetBackup information is merged into the CommCell. Similarly, migration operations occur on-demand as needed. In both cases, the Basic topic can be used to perform future discovery and migration operations. After the discovery process is complete, NetBackup components, such as client computers, backup schedules, and media are mapped to the appropriate CommCell entity. The following versions of NetBackup are supported for these NetBackup component groupings: NETBACKUP GROUPING DESCRIPTION SUPPORTED NETBACKUP VERSIONS* Configuration Clients, Policy Types, Policies, Policy Attributes (compression, encryption), Policy Schedules (frequency, calendar), Backup Types, Media Server. 5.1, 6.0, 6.5, 7.0, 7.1, 7.5 Jobs Media *Both Windows and Unix platforms are supported. Backup and Admin Policy Job information is migrated for CommCell reporting purposes. Lifecycle Policies, Storage Units, Robots, and Media Status are migrated for CommCell reporting purposes. 5.1, 6.0, 6.5, 7.0, 7.1, , 6.0, 6.5, 7.0, 7.1, 7.5 CONFIGURATION ENTITIES The following table lists the NetBackup configuration entities that are discovered and how they are mapped to CommCell entities. Clients NETBACKUP COMPONENT NOTES Clients are brought in initially as deconfigured clients and are shown under Client Computer Group in CommCell Console. To display the discovered clients, deselect the Hide deconfigured clients option in the User Preferences dialog box. Policy Type All NetBackup client computers discovered will, however, be initially grouped into a single Client Computer Group based on the instance from which the discovery operation was run. NETBACKUP POLICY TYPE MS-Exchange-Server MS-SharePoint MS-SQL-Server MS-Windows-NT Oracle Standard COMMCELL AGENT Exchange Database SharePoint Database SQL Server File System Oracle Database File System* Published On: 11/19/2013 V10 Service Pack 4A Page 45 of 50

46 All other NetBackup Policies Other External Agents Policies *The File System idataagent used will correspond to the operating system (Windows or Unix) associated with the original NetBackup Policy. NetBackup policies are migrated to CommCell subclients under a single backup set for each client. The Backup Selections of a NetBackup policy becomes the content of the subclient. The Properties for subclients created by External Data Connector are read-only and cannot be changed. Policy Attributes (Compression) Policy Attributes (Encryption) Policy Schedules (Frequency) Policy Schedules (Calendar) Backup Types Media Server Also, note that when previously merged policies are deleted from the NetBackup server, the corresponding subclients are not automatically deleted from the CommServe during the next merge operation. Thus, any subclients associated with deleted policies must be manually removed from the CommServe. Policy attributes, such as compression, becomes a subclient property. The properties for subclients created by External Data Connector are read-only and cannot be changed. NETBACKUP ENCRYPTION COMMCELL ENCRYPTION BF - CFB BLOWFISH (128 Bit) AES-128-CFB AES (128 Bit) AES-256-CFB AES (256 Bit) DES and other Legacy types DES (192 Bit) These schedule frequencies are migrated to a CommCell Schedule Policy: Hourly Daily Monthly NETBACKUP CALENDAR Specific Dates Recurring Week Days Recurring Days of the Month COMMCELL SCHEDULE* One Time Monthly Monthly *NetBackup calendar schedules are migrated to a CommCell Schedule Policy. NETBACKUP COMMCELL Full Backup Full Incremental Backup Incremental Cumulative Backup Differential NetBackup Media Servers are migrated to CommCell MediaAgents with all configured properties. JOB ENTITIES The following table lists the NetBackup job entities that are discovered and how they are mapped to CommCell entities. NETBACKUP COMPONENT Policy Jobs NOTES Backup and Admin Policy Job information is migrated for CommCell reporting purposes. MEDIA ENTITIES The following table lists the NetBackup media entities that are discovered and how they are mapped to CommCell entities. NETBACKUP COMPONENT Lifecycle Policy Storage Units Robots Media Status NOTES NetBackup lifecycle policies are migrated to CommCell storage policies. If the Lifecycle Policy had data retention settings configured, they are included in the CommCell Schedule Policy as well. NETBACKUP STORAGE UNIT COMMCELL MEDIA Disk Storage Disk Library Disk Path Name Mount Path Media Manager Tape Library Robot mappings are migrated to CommCell libraries. NetBackup media that are in either of these states will display as FULL in the CommCell Properties of the media: Published On: 11/19/2013 V10 Service Pack 4A Page 46 of 50

47 FULL FROZEN SUSPENDED COMPONENTS CREATED AFTER MIGRATION The following table illustrates the CommCell Agents that are created for NetBackup clients during the migration process: NETBACKUP POLICY TYPE MS-Exchange-Server MS-SharePoint CORRESPONDING COMMCELL AGENT Microsoft Exchange Database idataagent Microsoft SharePoint Server idataagent COMMCELL AGENT AS DISPLAYED IN THE COMMCELL CONSOLE Exchange Database SharePoint Database MS-SQL-Server Microsoft SQL Server idataagent SQL Database MS-Windows-NT Microsoft Windows File System File System idataagent Oracle Oracle idataagent Oracle Database Standard Microsoft Windows File System idataagent Unix File System idataagent File System Note that the File System idataagent used will correspond to the operating system (Windows or Unix) associated with the original NetBackup Policy. All other NetBackup Policies Other External Agent Other External Agent DISCOVER BASED ON SPECIFIC CRITERIA In between your regular full or incremental discovery operations, it may be necessary to perform a discovery based on a specific set of criteria. The following sections describe the criteria-based discovery options available. All options are available in the General tab of the EDC Policy Properties dialog box, which is accessible by right-clicking the External Data Connector policy in the CommCell Browser and clicking Properties. DISCOVER CLIENTS BY AGENT TYPE If you only want to include clients that are configured with a specific application type, the Discover Clients by Agent Type can be used to identify clients with the desired application agent type to be included in the discovery process. This is especially useful if you need to generate an up-to-date report of the status of all clients running a specific application, such as an Exchange database, without having to collect information about clients running other applications. The following Agent types are populated into Agent nodes in the CommCell Console following discovery: Microsoft Exchange Microsoft SharePoint Server Microsoft SQL Server Microsoft Windows File System Oracle Unix File System Any other Agent types discovered will appear as Others in the Agent node. DISCOVER CLIENTS BY CLIENT NAME If you know the names of the client computers you wish to discover, you can do so by entering the desired client names using available expressions. This option is useful if you only want a specific subset of clients to be incorporated into the CommServe database, such as clients on which you may later install CommCell software. Wildcard expressions may be used to filter out clients with specific naming characteristics. (Refer to the Wildcards documentation for information on supported wildcard expressions.) Note that if this option is selected, only the jobs and configuration settings associated with the defined clients will be included. As such, schedules not associated with the defined clients must also be filtered out prior to running the discovery operation. Published On: 11/19/2013 V10 Service Pack 4A Page 47 of 50