Administration GUIDE. OSSV Plug-In. Published On: 11/19/2013 V10 Service Pack 4A Page 1 of 100

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1 Administration GUIDE OSSV Plug-In Published On: 11/19/2013 V10 Service Pack 4A Page 1 of 100

2 User Guide - OSSV Plug-In Table of Contents Overview New Features System Requirements Getting Started Setup the NetApp OSSV Agent OSSV Plug-In Deployment on Windows OSSV Plug-In Deployment On UNIX OSSV Plug-In Configuration OSSV Plug-In Backup OSSV Plug-In Restore Advanced OSSV Plug-In Configuration OSSV Plug-In Backup OSSV Plug-In Browse Data OSSV Plug-In Restore Data Aging Additional Operations Published On: 11/19/2013 V10 Service Pack 4A Page 2 of 100

3 Getting Started - OSSV Plug-In Overview Deployment Configuration Backup Restore Table of Contents Introduction Key Features Comprehensive Backup and Restore Capabilities Heterogeneous Environment Support Efficient Job Management and Reporting Block Level Deduplication Add-On Components File System Restore Enabler Terminology Introduction The OSSV Plug-In agent provides a simplified end-to-end backup and recovery solution for the data residing on a client computer. The OSSV Plug-In creates a relationship between the client and a secondary file server using the NetApp Open Systems SnapVault (OSSV) Agent and VSS/QSnap. This relationship allows the creation of an OSSV volume, which contains the data from the client, on the secondary file server. The MediaAgent takes the role of a Data Management Agent to allow the NetApp OSSV agent to transfer the data from the client to the file server. In addition to complete protection of file system and application data, the OSSV Plug-In also provides more granular backup and recovery options that operate seamlessly with your data protection. Key Features The OSSV Plug-In offers the following key features: Comprehensive Backup and Restore Capabilities The OSSV Plug-In provides the flexibility to backup and restore the data residing on various client computers. You can perform one full backup of the entire data or many incremental backups. The backup data can be restored to different client computers. The OSSV Plug-In also provides the capability to make a copy of the OSSV volume backup and send it to media. These copies use the NAS backup and restore process. Heterogeneous Environment Support You can backup the data on LUNs from file servers other than NetApp (e.g., HDS or EMC). The OSSV Plug-In reads these LUNs on your client as local volumes, allowing you to perform regular backup and restore operations. Efficient Job Management and Reporting You can view and verify the status of the backup and recovery operations from the Job Controller and Event Viewer windows within the CommCell Console. You can also track the status of the jobs using reports, which can be saved and easily distributed. Reports can be generated for different aspects of data management. You also have the flexibility to customize the reports to display only the required data and save them to any specified location in different formats. For example, you can create a backup job summary report to view at-a-glance the completed backup jobs. Published On: 11/19/2013 V10 Service Pack 4A Page 3 of 100

4 In addition, you can also schedule these reports to be generated and send them on without user intervention. Block Level Deduplication You can perform deduplication on the OSSV volume created on the file server during backup. Deduplication provides a smarter way of storing data by identifying and eliminating the duplicate items in a data protection operation. Deduplication at the data block level compares blocks of data against each other. If an object (file, database, etc.) contains blocks of data that are identical to each other, then block level deduplication eliminates storing the redundant data and reduces the size of the object in storage. This way dramatically reduces the backup data copies on both the disk and tapes. Add-On Components File System Restore Enabler The File System Restore Enabler allows data that was backed up from a NetApp file server to be restored to a Windows or Unix computer. A file system restore is a cross-platform restore, where the data is restored to a computer with a different operating system e.g., data from a NetApp file server running ONTAP can be restored to a Windows computer. Terminology The OSSV Plug-In documentation uses the following terminology: Client Subclient File Server OSSV Volume Data Management Agent SnapVault Snapshot The computer in which the Agent is installed and contains the data to be secured. The volume containing the client computer data used for backup and restore operations. A device used for backup or archival purposes. A volume created on the file server which contains the data from the client. An agent that manages the OSSV backup process. A snapshot of the OSSV volume on the file server. Published On: 11/19/2013 V10 Service Pack 4A Page 4 of 100

5 System Requirements - OSSV Plug-In The following requirements are for the OSSV Plug-In: Operating System Architecture Linux Red Hat Enterprise Linux Red Hat Enterprise Linux 5.x with glibc 2.5.x Red Hat Enterprise Linux 4.x with glibc 2.3.x x64 x64 SuSE Linux (SLES) SuSE Linux 11 Enterprise Server with kernel (Update 1) SuSE Linux 11 Enterprise Server with kernel SuSE Linux 10 Enterprise Server with kernel (Update 3) SuSE Linux 10 Enterprise Server with kernel (Update 2) SuSE Linux 10 Enterprise Server with kernel (Update 1) x64 x64 x64 x64 x64 Solaris Solaris 10.x with a minimum of SunOS (Sparc) Patch Sparc T/M series Windows Windows 2008 Microsoft Windows Server bit and x64 Editions All Windows-compatible processors supported *Core Editions not supported Windows Server 2003 Microsoft Windows Server bit and x64 Editions with a minimum of Service Pack 2 All Windows-compatible processors supported Hard Drive Linux and Solaris 225 MB minimum of hard drive space for software. 100 MB of additional hard disk space for log file growth. 10 MB of temp space required for install or upgrade (where the temp directory resides). Windows 101 MB minimum of hard disk space for software. The recommended space is 148 MB. 50 MB of additional hard disk space for log file growth. 725 MB of temp space required to install or upgrade (where the temp folder resides). Memory Linux and Solaris 32 MB RAM minimum required beyond the requirements of the operating system and running applications Swap space = 2*RAM size Published On: 11/19/2013 V10 Service Pack 4A Page 5 of 100

6 Windows 16 MB RAM minimum required beyond the requirements of the operating system and running applications Peripherals DVD-ROM drive Network Interface Card Miscellaneous Network TCP/IP Services configured on the computer..net Framework.NET Framework 2.0 is automatically installed. Note that.net Framework 2.0 can co-exist with other versions of this software. SELinux If you have SELinux enabled on the client computer, create the SELinux policy module as a root user before performing a backup. The SELinux Development package must be installed on the client. To create an SELinux policy module, perform the following steps as user "root": 1. Create the following files in the /usr/share/selinux/devel directory: File Name <directory>/<file_name>.te where: <directory> is /usr/share/selinux/devel <file_name> is the name of the Unix file, created to save the policy module statement. It is a good idea to use the same name for policy module and the file. For example: When you are creating a policy module for backup_ida application, you can use the following file name: backup_ida.te <directory>/<file_name>.fc where: <directory> is /usr/share/selinux/devel <file_name> is the name of the Unix file, created to save the policy module statement. It is a good idea to use the same name for policy module and the file. For example: When you are creating a policy module for backup_ida application, you can use the following file name: backup_ida.fc Content of the File The content of the file should be as follows: policy_module(<name>,<version>) ############################## where: <name> is the name of the policy module. You can give any unique name to the policy module, such as a process or application name. <version> is the version of the policy module. It can be any number, such as For Example: While creating a policy module for the backup_ida application, you can use the following content. policy_module(backup_ida,1.0.0) The content of the file should be as follows: Note that the following list of files is not exhaustive. If the process fails to launch, check /var/log/messages. Also, if required, add it to the following list of files. /opt/<software installation directory>/base/libctreewrapper.so -- gen_context (system_u:object_r:texrel_shlib_t,s0) /opt/<software installation directory>/base/libcvmaguiimplgso -- gen_context (system_u:object_r:texrel_shlib_t,s0) /opt/<software installation directory>/base/libdb2locale.so.1 -- gen_context (system_u:object_r:texrel_shlib_t,s0) /opt/<software installation directory>/base/libdb2osse.so.1 -- gen_context (system_u:object_r:texrel_shlib_t,s0) /opt/<software installation Published On: 11/19/2013 V10 Service Pack 4A Page 6 of 100

7 directory>/base/libdb2sbt.so -- gen_context (system_u:object_r:texrel_shlib_t,s0) /opt/<software installation directory>/base/libdb2trcapi.so.1 -- gen_context (system_u:object_r:texrel_shlib_t,s0) /opt/<software installation directory>/base/libdrdatabase.so -- gen_context (system_u:object_r:texrel_shlib_t,s0) /opt/<software installation directory>/base/libindexing.so -- gen_context (system_u:object_r:texrel_shlib_t,s0) /opt/<software installation directory>/base/libsnooper.so -- gen_context (system_u:object_r:texrel_shlib_t,s0) 2. Create the policy file from command line. Use the following command. Ensure that you give the following commands in the /usr/share/selinux/devel directory. [root]# make backup_ida.pp Compiling targeted backup_ida module /usr/bin/checkmodule: loading policy configuration from tmp/backup_ida.tmp /usr/bin/checkmodule: policy configuration loaded /usr/bin/checkmodule: writing binary representation (version 6) to tmp/backup_ida.mod Creating targeted backup_ida.pp policy package rm tmp/backup_ida.mod tmp/backup_ida.mod.fc [root]# semodule -i backup_ida.pp [root]# 3. Execute the policy module. Use the following command: [root]# restorecon -R /opt/<software installation directory> SELinux is now configured to work with this application. Microsoft Visual C++ Microsoft Visual C and 2008 Redistributable Packages are automatically installed. Note that these Visual C++ Redistributable Packages can co-exist with other versions of this software. DISCLAIMER Minor revisions and/or service packs that are released by application and operating system vendors are supported by our software but may not be individually listed in our System Requirements. We will provide information on any known caveat for the revisions and/or service packs. In some cases, these revisions and/or service packs affect the working of our software. Changes to the behavior of our software resulting from an application or operating system revision/service pack may be beyond our control. The older releases of our software may not support the platforms supported in the current release. However, we will make every effort to correct the behavior in the current or future releases when necessary. Please contact your Software Provider for any problem with a specific application or operating system. Additional considerations regarding minimum requirements and End of Life policies from application and operating system vendors are also applicable Published On: 11/19/2013 V10 Service Pack 4A Page 7 of 100

8 Getting Started - Setup the NetApp OSSV Agent New installations and upgrades are not supported in this release. A new solution using NetApp Logical replication will be available in a future service pack. Where to Install Install the NetApp Open System SnapVault (OSSV) Agent software on a client computer where you plan to install the OSSV Plug-In Agent. The client computer should have the NetApp Host Agent installed. Installation The NetApp OSSV Agent can be installed on the following operating systems: Windows Use this procedure to install the software on a Windows client from the installation package and to configure the OSSV Configurator tool. Unix Use this procedure to install the software on a Unix client from the installation package. Windows 1. Log on to the client computer as Administrator or as a member of the Administrator group on that computer. 2. Run Setup.exe from the Disc Click Next. 4. Select I Agree. Click Next. Published On: 11/19/2013 V10 Service Pack 4A Page 8 of 100

9 5. Enter the NDMP account name and password. The same NDMP credentials will be needed during the OSSV Plug-In Agent installation. Click Next. 6. Enter the port to listen on for NDMP requests. Click Next. 7. Enter the host name or IP address of a secondary storage system where you can back up the data from this client computer. Click Next. Published On: 11/19/2013 V10 Service Pack 4A Page 9 of 100

10 8. Specify the location for the NetApp OSSV Agent. Click Browse to change directories. Click Next. 9. Click Next. 10. Click Close. Unix 1. To install the software from CD, 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:./install If you are installing on a Solaris computer, run the following command: pkgadd -d <software_path> ossv where <software_path> is the full path where the OSSV package is located. 2. Read the license agreement. Type y and press Enter. 3. Press Enter to accept the default location. Please enter the path Published On: 11/19/2013 V10 Service Pack 4A Page 10 of 100

11 If you want to install to a different location, enter a path to modify the default location and press Enter. where you would like the SnapVault directory to be created [/usr/snapvault]: 4. Enter the NDMP account name and press Enter. Enter the User Name to connect to this machine via the NDMP protocol: [ndmp] 5. Enter the NDMP account password and press Enter. The same NDMP credentials will be needed during the OSSV Plug-In Agent installation. Enter the password to connect to this machine via the NDMP protocol: Confirm password: 6. Press Enter. Enter the NDMP listen port [10000]: 7. Enter the host name or IP address of a secondary storage system where you can back up the data from this client computer. Press Enter. The installation completes successfully. Enter the hostname or IP address of the SnapVault secondary storage system (s) allowed to backup this machine. Multiple hostnames or IP addresses must be comma separated. >: [mycomputer.mydomain.com] Published On: 11/19/2013 V10 Service Pack 4A Page 11 of 100

12 Getting Started - OSSV Plug-In Overview Deployment Configuration Backup Restore Where to Install Install the software on a client computer that satisfies the minimum requirements specified in the System Requirements and with the following configurations: NetApp SnapVault OSSV Agent v3.0.1p1 installed. Client computer is connected to a NetApp file server that you want to protect. The Windows Primary and Secondary Snap Vault licenses must be present on the file server. To backup the data from OSSV volumes, you need to install the MediaAgent software which includes the NAS idataagent. The computer will be added as a client in the CommCell as soon as the installation completes successfully. Before You Begin System Requirements Verify that the computer in which you wish to install the software satisfies the minimum requirements specified in System Requirements. Download Software Packages Download the latest software package to perform the install. Installation The software can be installed using one of the following methods: Method 1: Remote Install Using CommCell Console Use this procedure to install remotely on a client computer. Method 2: Interactive Install - Standard Use this procedure to directly install the software from the installation package or a network drive. Method 3: Interactive Install - Custom Use this procedure to install the software by specifying installation settings and options. Method 1: Remote Install Using CommCell Console 1. Open CommCell Console: Click Start and point to All Programs. Click HDPS. Click Backup and Recovery Administrative Console. 2. From the CommCell Browser, click Tools Add/Remove Software Install Software. Published On: 11/19/2013 V10 Service Pack 4A Page 12 of 100

13 3. Click Next. 4. Click Next. Published On: 11/19/2013 V10 Service Pack 4A Page 13 of 100

14 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 14 of 100

15 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 15 of 100

16 9. Click OSSV Agent, OSSV Enabler, and VSS Enabler for OSSV Plug-in under OSSV Plug-In. 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 16 of 100

17 11. Click Next. 12. 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 17 of 100

18 13. Click Next. If necessary you can select optional settings. Click the Help button to get more information on the available options. 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. Published On: 11/19/2013 V10 Service Pack 4A Page 18 of 100

19 15. Select Immediate. Click Next. 16. 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 19 of 100

20 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 20 of 100

21 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. 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. 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: Published On: 11/19/2013 V10 Service Pack 4A Page 21 of 100

22 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. Several additional options are available for remotely installing the software from CommCell Console, refer to Install Software from the CommCell Console (Remote Install) for more information. Method 2: Interactive Install - Standard 1. Log on to the client computer as an Administrator or as a member of the Administrator group on that computer. 2. Run SetupAll.exe from the Software Installation Discs. 3. Click I accept the terms in the license agreement. Click Next. Published On: 11/19/2013 V10 Service Pack 4A Page 22 of 100

23 4. Click Standard. Click Next. 5. Click Join an Existing CommCell. Click Next. Published On: 11/19/2013 V10 Service Pack 4A Page 23 of 100

24 6. Click OSSV Plug-In. 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 Published On: 11/19/2013 V10 Service Pack 4A Page 24 of 100

25 8. Click Install. The Summary on your screen should reflect the components you selected for install, and may look different from the example shown. 9. Click Yes. 10. Click Next. Published On: 11/19/2013 V10 Service Pack 4A Page 25 of 100

26 11. Select one of the following: If firewall configuration is not required, click Next. If this computer and the CommServe is separated by a firewall, click Configure firewall services. For firewall options and configuration instructions, see Firewall Configuration and continue with the installation. 12. Enter the fully qualified domain name of the CommServe in the CommServe Host Name box. Do not use space and the following characters when specifying the CommServe Host Name: \ `~!@#$%^&*()+=<>/?,[]{}:;'" Click Next. Published On: 11/19/2013 V10 Service Pack 4A Page 26 of 100

27 13. Enter the following: The local (NetBIOS) name of the client computer is displayed in the Select a Client name list. If necessary you can also type a new (friendly) name for the client in this box. This name will be used in the CommCell and will also be displayed in the CommCell Console. Do not use spaces when specifying a new name for the client. The default network interface name of the client computer is displayed if the computer has only one network interface (NIC card). If the computer has multiple network interfaces, select the interface name that is preferred for communication with the CommServe. Click Next. If a component is already installed on this computer, this screen will not be displayed; instead, the install program will use the same name as previously specified. 14. Select one of the following options: If you do not want to disable Windows Firewall, click Next. If you want to disable Windows Firewall for all profiles, click Yes, disable Windows Firewall for all profiles and then click Next. You will get this screen if you did not configure the firewall settings in step 13. Published On: 11/19/2013 V10 Service Pack 4A Page 27 of 100

28 15. 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. 16. Select a storage policy from the Storage Policy list. Click Next. If you do not have a Storage Policy, the list will not be displayed. You can create the Storage Policy later in step 22. Select the Configure for Laptop or Desktop Backup option to install Backup Monitor utility. This utility allows you to view the backup job summary from the client computer without opening the CommCell Console. See Monitor - Laptop User for more information. Published On: 11/19/2013 V10 Service Pack 4A Page 28 of 100

29 17. Enter the NDMP account name and password you provided during the NetApp SnapVault OSSV Agent installation. Click Next. 18. 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 29 of 100

30 If you already have a storage policy selected in step 18, click to proceed to the Configuration section. If you do not have Storage Policy created, continue with the following step. 19. 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 30 of 100

31 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. Default Options Selected During Standard Install Listed below are the default options that are automatically selected while performing the Standard Install. OPTION ENABLED / DESCRIPTION DISABLED Add programs to the Windows Firewall Exclusion List Disabled This option allows you to add Data Protection Suite Published On: 11/19/2013 V10 Service Pack 4A Page 31 of 100

32 programs to the Windows Firewall exclusion list. This option is not selected. Global Filter Options Enabled This option is used to filter out specific directories or files from the backups within the CommCell. The filters are set using the Control Panel in the CommCell Console and, if enabled, they will be effective for the default subclient. Cell level policy is automatically selected. Method 3: Interactive Install - Custom 1. Log on to the client computer as an Administrator or as a member of the Administrator group on that computer. 2. Run SetupAll.exe from the Software Installation Discs. 3. Click I accept the terms in the license agreement. Click Next. 4. Click Custom. Click Next. Published On: 11/19/2013 V10 Service Pack 4A Page 32 of 100

33 5. Click Select components to install on this computer and click Next. 6. Expand OSSV Plug-In, and then click OSSV Agent. OSSV Enabler and VSS Enabler for OSSV Plug-In are automatically selected. 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 Published On: 11/19/2013 V10 Service Pack 4A Page 33 of 100

34 8. Click Install. The Summary on your screen should reflect the components you selected for install, and may look different from the example shown. 9. Click Yes. 10. Click Next. Published On: 11/19/2013 V10 Service Pack 4A Page 34 of 100

35 11. Select one of the following: If firewall configuration is not required, click Next. If this computer and the CommServe is separated by a firewall, click Configure firewall services. For firewall options and configuration instructions, see Firewall Configuration and continue with the installation. 12. Enter the fully qualified domain name of the CommServe in the CommServe Host Name box. Do not use space and the following characters when specifying the CommServe Host Name: \ `~!@#$%^&*()+=<>/?,[]{}:;'" Click Next. Published On: 11/19/2013 V10 Service Pack 4A Page 35 of 100

36 13. Enter the following: The local (NetBIOS) name of the client computer is displayed in the Select a Client name list. If necessary you can also type a new (friendly) name for the client in this box. This name will be used in the CommCell and will also be displayed in the CommCell Console. Do not use spaces when specifying a new name for the client. The default network interface name of the client computer is displayed if the computer has only one network interface (NIC card). If the computer has multiple network interfaces, select the interface name that is preferred for communication with the CommServe. Click Next. If a component is already installed on this computer, this screen will not be displayed; instead, the install program will use the same name as previously specified. 14. The default port numbers used for CommCell communication is displayed. If necessary, you can modify the port numbers. Click Next. This screen will not appear if the default port numbers are not used for CommCell communication. Published On: 11/19/2013 V10 Service Pack 4A Page 36 of 100

37 15. Select one of the following options: If you do not want to disable Windows Firewall, click Next. If you want to disable Windows Firewall for all profiles, click Yes, disable Windows Firewall for all profiles and then click Next. You will get this screen if you did not configure the firewall settings in step Select Add programs to the Windows Firewall Exclusion List, to add CommCell programs and services to the Windows Firewall Exclusion List. Click Next. This option enables CommCell operations across Windows firewall by adding CommCell programs and services to Windows firewall exclusion list. It is recommended to select this option even if Windows firewall is disabled. This will allow the CommCell programs and services to function if the Windows firewall is enabled at a later time. Published On: 11/19/2013 V10 Service Pack 4A Page 37 of 100

38 17. Select a Client Group. Click Next. This screen will not be displayed if Client Groups are not configured in the CommCell Console. For more information, see Client Computer Groups. 18. Select one of the following: Click Use Cell level Policy to inherit the global filter policy configuration set for the CommCell. Click Always use Global Filters to apply the global filters policy to the default subclient regardless of the policy set for the CommCell. Select Do not use Global Filters if you plan to define specific filters for the Agent. Click Next. Published On: 11/19/2013 V10 Service Pack 4A Page 38 of 100

39 19. Select a storage policy from the Storage Policy list. Click Next. If you do not have a Storage Policy, the list will not be displayed. You can create the Storage Policy later in step Enter the NDMP account name and password you provided during the NetApp SnapVault OSSV Agent installation. Click Next. Published On: 11/19/2013 V10 Service Pack 4A Page 39 of 100

40 21. Click Finish. This screen will reflect the components you selected for install, and may look different from the example shown. If you already have a storage policy selected in step 18, 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: Published On: 11/19/2013 V10 Service Pack 4A Page 40 of 100

41 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. 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. Published On: 11/19/2013 V10 Service Pack 4A Page 41 of 100

42 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. Additional Installation Methods Custom Package Create a compact software package for quick deployment to multiple clients. Decoupled Install Install the software first and later register the client in the CommCell. Remote Install Deploy the software from CommCell Console on multiple clients. Installing Restore only Agents Setup a client in the CommCell for restore purposes. Silent Install Deploy the software silently on multiple clients. Published On: 11/19/2013 V10 Service Pack 4A Page 42 of 100

43 Getting Started - OSSV Plug-In Deployment on a UNIX Computer Overview Deployment Configuration Backup Restore where to install Install the software on a client computer that satisfies the minimum requirements specified in the System Requirements and with the following configurations: NetApp SnapVault OSSV Agent v3.0.1p1 installed. Client computer is connected to a NetApp file server that you want to protect. The Windows Primary and Secondary Snap Vault licenses must be present on the file server. To backup the data from OSSV volumes, you need to install the MediaAgent software which includes the NAS idataagent. The computer will be added as a client in the CommCell as soon as the installation completes successfully. Before You Begin System Requirements Verify that the computer in which you wish to install the software satisfies the minimum requirements specified in System Requirements. Download Software Packages Download the latest software package to perform the install. Installation The software can be installed using one of the following methods: Method 1: Remote Install Using CommCell Console Use this procedure to install remotely on a client computer. Method 2: Interactive Install 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 43 of 100

44 3. Click Next. 4. Select Unix and Linux. Click Next. Published On: 11/19/2013 V10 Service Pack 4A Page 44 of 100

45 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 45 of 100

46 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. 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. Published On: 11/19/2013 V10 Service Pack 4A Page 46 of 100

47 9. Click OSSV Agent under OSSV Plug-In. 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 47 of 100

48 If you do not have a Storage Policy, the list will not be displayed. You can create the Storage Policy later in step 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 advanced options. Click the Help button to get more information on the available options. Published On: 11/19/2013 V10 Service Pack 4A Page 48 of 100

49 13. Click Next. If necessary you can select optional settings. Click the Help button to get more information on the available options. 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. Published On: 11/19/2013 V10 Service Pack 4A Page 49 of 100

50 15. Select Immediate. Click Next. 16. 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 50 of 100

51 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. You can view the following by right-clicking the job: Published On: 11/19/2013 V10 Service Pack 4A Page 51 of 100

52 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. 19. 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. Storage Policy Creation 1. From the CommCell Browser, navigate to Policies. 2. Right-click the Storage Policies and then click New Storage Policy. Published On: 11/19/2013 V10 Service Pack 4A Page 52 of 100

53 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. 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 Published On: 11/19/2013 V10 Service Pack 4A Page 53 of 100

54 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. 3. The product banner and other information is displayed. Press Enter. 4. Read the license agreement. Type y and press Enter. 5. 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] 6. 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] 7. 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] 8. Type > for next, and press Enter. Published On: 11/19/2013 V10 Service Pack 4A Page 54 of 100