Administration GUIDE. OnePass Agent for NetApp. Published On: 11/19/2013 V10 Service Pack 4A Page 1 of 132

Transcription

1 Administration GUIDE OnePass Agent for NetApp Published On: 11/19/2013 V10 Service Pack 4A Page 1 of 132

2 User Guide - OnePass Agent for NetApp Table of Contents System Requirements Administrator Getting Started - Setting Up OnePass Agent Overview Deployment Configuration Archive Recover Data Getting Started - Setting Up End-User Recovery Web Console Deployment Configuration Setting Up End-User Search Verify Web Advanced Configuration Archive Recover Additional Operations Transitioning from Traditional Archiver to OnePass Agent Troubleshooting FAQ Best Practices End-User Recall Stubs Restore & Download Published On: 11/19/2013 V10 Service Pack 4A Page 2 of 132

3 System Requirements - OnePass Agent for NetApp System Requirements Supported Features License Requirements The following requirements are for the OnePass Agent for NetApp: Operating System Windows 8 Microsoft Windows Client 8 Windows Server 2012 Microsoft Windows Server 2012 Editions Windows 7 Microsoft Windows 7 32-bit and x64 Editions Windows Server 2008 Microsoft Windows Server bit and x64 Editions* *Core Editions not supported Windows Vista Microsoft Windows Vista Ultimate 32-bit Edition Microsoft Windows Vista Ultimate x64 Edition Windows XP Microsoft Windows XP Professional 32-bit Edition with a minimum of Service Pack 3 Microsoft Windows XP Professional x64 Edition with a minimum of Service Pack 3 Windows Microsoft Windows Server bit and x64 Editions* with a minimum of Service Pack 2 *Core Editions not supported Hard Drive OnePass Agent for NetApp File Server 1 GB of minimum disk space is required for installing the software. 500 MB of free disk space is required for job result directory. In addition, number of archived files * 4 KB space is required for stub cache directory. 500 MB of free disk space is required for log directory. Processor All Windows-compatible processors supported File Servers The File Archiver for NetApp Agent can perform data protection/recovery operations for data on the following file server versions: ONTAP version 7.0 ONTAP version ONTAP version 7.1 ONTAP version ONTAP version 7.2 ONTAP version 7.3 ONTAP version 8.0 ONTAP version ONTAP version 8.1 Published On: 11/19/2013 V10 Service Pack 4A Page 3 of 132

4 ONTAP version 8.2 vfiler ONTAP versions 7.0, 7.2, 7.3 and 8.0 are supported for FPolicy. For versions earlier than 7.0 and version 7.1, a Network File Share Instance type must be used. Each File Archiver for Windows agent can support multiple NetApp file servers, which have the same ONTAP version, whereas a separate File Archiver for Windows agent is required for each ONTAP version. Notes For a proxy Fpolicy server on a Windows 2008 computer, the filer server must be ONTAP version and above. However, if you are using older ONTAP version, the proxy FPolicy server must be configured on a Windows 2003 computer. Miscellaneous Special considerations apply if using the OnePass for Windows Agent in an IPv6 environment. See Configuring File Archivers and IPv6 Requirements for more information. For standalone installs of File Share Archiver Clients, it is required to have the.net Framework 2.0 Redistributable Package installed on the computer..net Framework.NET Framework 4.0 is automatically installed. Note that.net Framework 4.0 can co-exist with other versions of this software. Microsoft Visual C++ Microsoft Visual C and 2008 Redistributable Packages are automatically installed. Note that these Visual C++ Redistributable Packages can coexist 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 4 of 132

5 Getting Started - OnePass Agent for NetApp Overview Deployment Deployment - Cluster Configuration Archive Recover Data The OnePass Agent for is a comprehensive solution incorporating the traditional backup and archiving processes in a single operation. It enables you to move data to a secondary storage and use it to function as both backup and archive copy. Stubs are retained on the primary storage which point to the data moved as part of backup. The archived data will be available for quick and easy retrieval. The proxy computer that initiates recall operations uses Common Internet File System (CIFS) connection to access the data residing on the NetApp file server. If you want to back up CIFS path, see Infinite Volume Backup Support Using CIFS. This integrated agent is able to selectively age items based on data and stubs that are deleted on the primary storage. This allows you to reclaim space in your secondary storage. Key Features The One-Pass Agent for NetApp file server offers the following key features: Simplified Data Management One-Pass Agent enables you to easily manage the backed up data in your environment, by providing pre-defined archiving rules. Point-in-time Recovery In the event of a serious system failure, such as the breakdown of hardware, software, or operating systems, the solution provides a point-in-time recovery of files at any given time. Recall Throttling You can configure the stub recovery parameters of the proxy computer, such that, you can set the Maximum Number of Stubs in a Recall Job, Time between recalls counted as successive and Time to wait after maximum successive recalls limit is reached. Item Level Retention You can now specify the time period for which you want to retain the deleted files in the backup cycle. This enables you to restore the deleted files from the latest backup cycle. This will be useful for the OnePass clients where you perform frequent incremental backups. Secondary Storage Space Reclamation Archived data is pruned and secondary storage space is reclaimed based on the stub retention setting and the storage policy cycle - based retention Published On: 11/19/2013 V10 Service Pack 4A Page 5 of 132

6 criteria. Comparison Chart Below is a basic chart comparing the OnePass Agent with the NetApp Archiver and NAS idataagent: Key Features NetApp Archiver NAS idataagent OnePass Agent for NetApp Data Backup Data Archiving Space saving on File Server Secondary Storage Space Reclamation using Synthetic Full Backups Stub Recall Stub Retention Data Restore Terminology Archiving Stub Data Recovery Archiving is a process of periodically moving unused or infrequently used data on a host computer to secondary storage, thereby reducing the size of data on the primary storage. Stubs are placeholders of the original data after it has been migrated to the secondary storage. Stubs replace the archived files in the location selected by the user during the archive. However, stubs will only be created if the subclient properties were configured to create them during archive. The archived data can be recovered in any of the following three methods: Recovery of archived files per file paths provided using the CommCell Console. Browse and Recovery of archived files using the CommCell Console. Recall of archived files from stubs using third-party applications like: Windows Terminal or Console window. If the subclient is configured to create stubs, you can perform a recall operation from a Windows workstation for recovering the Stub Recovery stubs. A recall is any action that causes an open and read to be executed on the stub, which automatically initiates a recovery operation. Multiple stub recoveries are submitted to the Job Controller as one job called a Persistent Recovery job. The job will wait for Persistent Recovery approximately 5 seconds in order to allow other stub recovery requests being submitted on the same client to be batched into the same job. Published On: 11/19/2013 V10 Service Pack 4A Page 6 of 132

7 Getting Started - OnePass Agent for NetApp Overview Deployment Deployment - Cluster Configuration Archive Recover Data Where to Install Install the software on a computer with connectivity to the NetApp file server. This computer must satisfy the minimum requirements specified in System Requirements. Once installed, end-user can initiate a recall from any computer that has access to the NetApp file server. 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 client computer in which you wish to install the software satisfies the minimum requirements specified in System Requirements. Verify that the version of the NetApp file server that your are using is specified in File Servers. 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. 3. Click Next. Published On: 11/19/2013 V10 Service Pack 4A Page 7 of 132

8 4. Click Next. 5. Click Manually Select Computers. Click Next. Published On: 11/19/2013 V10 Service Pack 4A Page 8 of 132

9 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 9 of 132

10 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. 9. Click File System. Click Next Published On: 11/19/2013 V10 Service Pack 4A Page 10 of 132

11 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 11 of 132

12 12. Click Next. If necessary you can select optional settings. Click the Help button to get more information on the available options. 13. Select one of the following: If firewall configuration is not required, click Next. 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 12 of 132

13 14. Select Immediate. Click Next. 15. Click Finish. This screen will reflect the components you selected for install, and may look different from the example shown. Published On: 11/19/2013 V10 Service Pack 4A Page 13 of 132

14 16. You can track the progress of the job from the Job Controller window of the CommCell console. From the Home menu, click Job Controller. Once the job is complete, view the job details from the Admin Job History. Right-click the <CommServe>, point to View and then click Admin Job History. Click Select Install/Upgrade/Remove/Repair Software. Click OK. You can view the following by right-clicking the job: Details of the job Option to Resubmit the job Events associated with the job Published On: 11/19/2013 V10 Service Pack 4A Page 14 of 132

15 Logs associated with the job Option to send the Logs associated with the job 17. To create a storage policy, you must have configured a library in the CommCell. If you do not already have a library configured, go to Disk Library Creation. If you have a library configured, go to Storage Policy Creation. DISK LIBRARY CREATION: 1. From the CommCell Browser, navigate to Storage Resources, right-click the Libraries, point to Add and then click Disk Library... Alternatively, you can also navigate to MediaAgents, right-click <MediaAgent>, point to All Tasks Create Library and then click Disk Library From the Add Disk Library dialog box, specify the following: In the Name box, specify name of the disk library. From the MediaAgent list, select the MediaAgent. Perform one of the following: Select Local Path if you wish to specify a local path in the MediaAgent computer. In the Disk Device box, type the name of the folder in which the disk library must located or click button to select the folder. Select Network Path, if you wish to specify a network path as the target share. In the Connect As box, type the user name. In the Password and Verify Password box, type the password to access the network share. In the Folder box, type the mount path or click button to select a mount path. Click OK. 3. The newly created disk library will be displayed under Libraries node. This will create a library and Storage Policy. Click to proceed to the Configuration section. Storage Policy Creation 1. From the CommCell Browser, navigate to Policies. 2. Right-click the Storage Policies and then click New Storage Policy. 3. Follow the prompts displayed in the Storage Policy Wizard. The required options are mentioned below: Select the Storage Policy type as Data Protection and Archiving and click Next. Enter the name in the Storage Policy Name box and click Next. From the Library list, click the name of a disk library to which the primary copy should be associated and then click Next. Ensure that you select a library attached to a MediaAgent operating in the current release. From the MediaAgent list, click the name of a MediaAgent that will be used to create the primary copy and then click Next. For the device streams and the retention criteria information, click Next to accept default values. Select Yes to enable deduplication for the primary copy. From the MediaAgent list, click the name of the MediaAgent that will be used to host the Deduplication Database (DDB). Published On: 11/19/2013 V10 Service Pack 4A Page 15 of 132

16 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. 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 16 of 132

17 5. Click Select components to install on this computer and click Next. 6. Expand File System, and then click File System. Click Next. 7. Verify the default location for software installation. Published On: 11/19/2013 V10 Service Pack 4A Page 17 of 132

18 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. 9. Click Yes. 10. Click Next. Published On: 11/19/2013 V10 Service Pack 4A Page 18 of 132

19 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 19 of 132

20 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 20 of 132

21 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. 16. 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 21 of 132

22 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 22 of 132

23 19. Select a storage policy from the Storage Policy list. Click Next. If you do not have a Storage Policy, the list will not be displayed. You can create the Storage Policy later in step Click Finish. This screen will reflect the components you selected for install, and may look different from the example shown. Published On: 11/19/2013 V10 Service Pack 4A Page 23 of 132

24 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. 21. To create a storage policy, you must have configured a library in the CommCell. If you do not already have a library configured, go to Disk Library Creation. If you have a library configured, go to Storage Policy Creation. DISK LIBRARY CREATION: 1. From the CommCell Browser, navigate to Storage Resources, right-click the Libraries, point to Add and then click Disk Library... Alternatively, you can also navigate to MediaAgents, right-click <MediaAgent>, point to All Tasks Create Library and then click Disk Library From the Add Disk Library dialog box, specify the following: In the Name box, specify name of the disk library. From the MediaAgent list, select the MediaAgent. Perform one of the following: Select Local Path if you wish to specify a local path in the MediaAgent computer. In the Disk Device box, type the name of the folder in which the disk library must located or click button to select the folder. Select Network Path, if you wish to specify a network path as the target share. In the Connect As box, type the user name. In the Password and Verify Password box, type the password to access the network share. In the Folder box, type the mount path or click button to select a mount path. Click OK. 3. The newly created disk library will be displayed under Libraries node. This will create a library and Storage Policy. Click to proceed to the Configuration section. Storage Policy Creation 1. From the CommCell Browser, navigate to Policies. 2. Right-click the Storage Policies and then click New Storage Policy. 3. Follow the prompts displayed in the Storage Policy Wizard. The required options are mentioned below: Published On: 11/19/2013 V10 Service Pack 4A Page 24 of 132

25 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. 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 25 of 132

26 Getting Started - OnePass Agent for NetApp Overview Deployment Deployment - Cluster Configuration Archive Recover Data Once the software is installed, the OnePass Agent can be enabled by following the steps given below: 1. From the CommCell Console navigate to Client Computers. Right-click Client Computers, point to New Client File System and click NAS. 2. In the NDMP Server Hostname box enter the fully qualified NetApp file server name. In the NDMP Login and NDMP Password boxes enter the NetApp file server login credentials. Click the Detect button. Once the Supported Features list is populated Click Detect. Click OK and a pseudo NAS client is created. 3. Right-click the newly created <Pseudo_NAS_Client>, point to All Tasks and click Add Network Share Backup. Published On: 11/19/2013 V10 Service Pack 4A Page 26 of 132

27 4. In the Add Network Share Backup dialog box, Windows is selected by default. Select a Primary Client from the available list. The list shows all the computers which has File System idataagent installed on it. You can also select a Secondary Client from the available list. If the primary client is not available secondary client will be used for recall operations. Click OK and a File System idataagent is added under the <Pseudo_NAS_Client>. 5. Right-click the File System idataagent newly added under <Pseudo_NAS_Client> and click Properties. In the General tab, verify that Enable for Archiving is selected. In the Network Share Properties tab, verify that the Primary and the Secondary Client selected in Step - 4 are shown. Ensure that Windows File System idataagent Support is installed on both the Primary and the secondary clients. The default subclient has the root directory as the subclient content. Therefore, an archive job run on the default subclient will result in backing up and archiving the entire file server. Published On: 11/19/2013 V10 Service Pack 4A Page 27 of 132

28 It is recommended to run the first backup and archive of selective data files by creating a user defined subclient with specific content. 6. From the CommCell Browser, navigate to <Pseudo_NAS_Client> File System defaultbackup Set. Right-click defaultbackup Set All Tasks Click New Subclient. 7. In the Subclient name box, enter Subclient name. 8. Click the Content tab. Click Add Paths and enter a CIFS path that belongs to the NetApp client created. Click OK. 9. In the Impersonate NT User dialog box: Published On: 11/19/2013 V10 Service Pack 4A Page 28 of 132

29 Enter the User Name in the User Account box Enter the Password in the Enter Password box. Confirm the password in the Confirm Password box. Click OK. 10. Click the Disk Cleanup tab. Click the Enable archiving with these rules checkbox. To archive your files immediately, set the rules accordingly based on file access time, modified time or file size. To accept the default values, click OK. 11. Click the Storage Device tab. Select the Storage Policy from the drop down list. Click OK. If you do not have a Storage Policy created, follow the steps given below to create a Storage Policy. Published On: 11/19/2013 V10 Service Pack 4A Page 29 of 132

30 12. Click Create Storage Policy. 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. Select No to allow legal hold to use the policy. Specify the name of the Storage Policy. Specify the name of the primary copy. The primary copy is automatically created along with the Storage Policy. Select No for use of an existing global deduplication policy. Specify name of the default library to which the Primary Copy should be associated. This must be a disk library. Ensure that you select a library attached to a MediaAgent operating in the current release. Select the MediaAgent. Verify the device streams and the retention criteria information. Select Yes to enable deduplication for the primary copy. Select the Enable Client Side Deduplication option. Name of the Deduplication Store, MediaAgent hosting the Deduplication Store, and the location of the Deduplication Store. Review the details and click Finish to create the Storage Policy. The primary copy is also created. Return to Step 11 to associate the Storage Policy to the subclient. Published On: 11/19/2013 V10 Service Pack 4A Page 30 of 132

31 Published On: 11/19/2013 V10 Service Pack 4A Page 31 of 132

32 Getting Started - OnePass Agent for NetApp Overview Deployment Deployment - Cluster Configuration Archive Recover Data After you have enabled the OnePass agent, perform a full backup, which in turn will archive the files that meet the archiving criteria as well. The following section provides step-by-step instructions to perform the first backup. 1. From the CommCell Console, navigate to Client Computers NAS Client File System defaultbackupset Right-click the Subclient and click Backup. 2. Select Incremental as backup type and Immediate to run the job immediately. Click OK. 3. You can track the progress of the job from the Job Controller or Event Viewer window of the CommCell console. 4. Once the backup process is completed, files that meet the stubbing rules are stubbed. Stubs are placeholders of the original data after it has been migrated to the secondary storage. Stubs are sparse files and they replace the backed up files in the location of the file. After stubbing, the space on the filer will increase. Published On: 11/19/2013 V10 Service Pack 4A Page 32 of 132

33 The stubs are automatically backed up along with the files. 5. Once job is complete, view the details of job from the Backup History. Right-click the subclient and point to Backup History. 6. Click OK. 7. You can right-click the job and view the following details: Items that failed during the job Details of the job Events of the job Published On: 11/19/2013 V10 Service Pack 4A Page 33 of 132

34 Log files of the job Media associated with the job What Gets Archived OnePass Agent for NetApp archives the following file systems: Native Microsoft NTFS volumes VERITAS Storage Manager Exec is supported as an add-on. Polyserver Cluster File System is supported as add-on. The subclient filter does not filter the MediaAgent disk library mount paths from the subclient content. Therefore, you must specify the volumes that contain disk library mount paths for subclient filter. Otherwise, the entire disk library will be archived. What Does Not Get Archived The following file types/objects are automatically filtered out of archive operations by the system, and cannot be archived. Install folder Job Results folder Index cache folder Log files folder Windows system32 folder Alias mount points to drive letter volumes* Unix data residing on a Windows NFS share Files with attributes of encrypted or sparse Files with attributes of hidden and system Windows Server 2012 and Windows 8 computers from Resilient File System (ReFS) volumes. Files Excluded from archiving (stubbing) *.dll *.bat *.exe *.cur *.ico *.lnk Published On: 11/19/2013 V10 Service Pack 4A Page 34 of 132

35 Getting Started - OnePass Agent for NetApp Overview Deployment Deployment - Cluster Configuration Archive Recover Data Pre-Requisites 1. Verify that the Impersonate User login credentials given in step-9 during configuration is added to the Administrators group on the NetApp file server. 2. Make sure that the proxy computer resides on the same domain as that of the file server. 3. If you are using a file server version of 8.0.1, we recommend you to upgrade the version to If you have Windows 2008 operating system, make sure that you specify the fully qualified domain name to authenticate the proxy computer with the file server. 5. On the proxy computer, verify if the following conditions are setup: 1. Firewall is disabled. 2. NetBIOS over TCP is enabled. 3. File and printer sharing for Microsoft Networks is enabled. 4. The pipes ntaptprq and ntapfpcp can be accessed anonymously. Recall Files Follow the steps given below to recall files that have been stubbed: 1. Log on to a client computer that has UNC access to the stubs on file server or that has a mapped network drive to the share. Make sure that the proxy computer is not used for recall operation. 2. Navigate to the folder with stubs in it. 3. Double-click the stub. It might take a few minutes for the recovered file to show up once the stub is double-clicked. Restore Data Use the following method to restore: Deleted files Deleted stubs that are not yet aged 1. From the CommCell Console, navigate to <Client> NAS Client File System Right-click the subclient that contains the data you want to restore and point to Browse and Restore. Published On: 11/19/2013 V10 Service Pack 4A Page 35 of 132

36 2. Click View Content. 3. Select the folder level under the backup set. Its entire contents will be automatically selected in the right pane. Click Recover All Selected. 4. The data which you want to restore may have been stubbed. In such scenario, by default the stub files are restored. If you wish to restore the data instead of the stub file, select Restore data instead of stub. Make sure that the Impersonate User checkbox is enabled. Enter the user name and password that you entered in Step 9 during configuration. Click OK. Published On: 11/19/2013 V10 Service Pack 4A Page 36 of 132

37 5. You can monitor the progress of the restore job in the Job Controller or Event Viewer window of the CommCell Console. 6. Once job is complete, view the details of job from the Restore History. Right-click the defaultbackupset and select View Restore History. Click OK. 7. Right-click the job and select View Job Details. Published On: 11/19/2013 V10 Service Pack 4A Page 37 of 132

38 Congratulations - You have successfully completed your first Archive and stub recovery. If you want to further explore this feature read the Advanced Options section of this documentation. Published On: 11/19/2013 V10 Service Pack 4A Page 38 of 132

39 Getting Started - Web Console Overview Deployment Configuration Setting Up End-User Search Verify Web Console Installing the Web Server and Web Console Two components are needed to set up your environment: Web Server A web service that communicates with the CommServe to provide end-users access to CommCell operations on the web. Web Console A web-based application that allows end-users to manage their data, as well as other operations such as reporting, virtual machine management, etcetera. By default, these components are automatically installed along with the CommServe in a production server where IIS is enabled. If the CommServe computer did not have IIS enabled or if you want to install the Web Server and Web Console separately, select the setup configuration that meets your needs: Install Web Server and Web Console in the same Computer Use this procedure to install the Web Server and Web Console in a dedicated server in which no other CommCell component is installed. Install Web Server and Web Console on Different Computers Use this procedure to Install the Web Server on a dedicated server and the Web Console on a computer outside the organization's network. This procedure will set up the Web Console in a DMZ to provide global access for external users. Published On: 11/19/2013 V10 Service Pack 4A Page 39 of 132

40 Getting Started - Web Console Overview Deployment Configuration Setting Up End-User Search Verify Web Console The following sections describe the configurations required to provide end-users with the ability to access and manage their data from the Web Console or from the mobile application. Adding an External Domain If you have already configured an external domain in the CommCell, ensure that steps 6, 7 and 8 were performed after adding the domain. To allow users from an external domain to access the Web Console, you need to provide the details to communicate with the Active Directory service provider (such as domain name, hostname of directory server, directory service type, username and password) so that it will be maintained in the Web Server database for authentication purposes. Adding a new domain controller registers the external domain with the Web Server. Use the steps below to add a domain controller: 1. Ensure that LDAP is configured on the Active Directory (AD) server: From the AD Server, select Start Run. Type ldp on the Run dialog box and click OK. Click the Connections menu option, and select Connect. From the Connect dialog box, enter the following information: Server: Type the name of the external domain server, e.g., computer.domain.com. Port: Type 636 as the port number for the external domain server. SSL: Select this checkbox to check for the proper certificate. Click OK. When the LDAP is properly configured, the external domain server details will be displayed in the LDP window. Otherwise, an error message will appear indicating that a connection cannot be made using this feature. 2. From the CommCell Browser, expand the Security node, right-click Name Servers Add New Domain and click Active Directory. Published On: 11/19/2013 V10 Service Pack 4A Page 40 of 132

41 3. Enter the domain name in NetBIOS Name box, e.g., mydomain. Enter the Fully Qualified Domain Name (FQDN), e.g., mydomain.mycompany.com in the Domain Name text box. Click the Enable SSO check box. This will allow users to automatically log on to the CommCell Console and Web Console. 4. Click Edit to enter the user account information of the domain. Type Username and Password in Enter User Account Information. Click OK. Published On: 11/19/2013 V10 Service Pack 4A Page 41 of 132

42 5. Click OK. 6. On the Web Console computer, navigate to the <Software Installation Directory>\WebConsole\WEB-INF\classes directory, open the config.properties file, and locate the SecurityProtocol property. By default, this property is set to 1 for Negotiate (Kerberos). If Kerberos does not work, change the property to 2 for NTLM and restart the services mentioned in steps 7 and 8. These steps are not needed if the SecurityProtocol property was not changed. 7. Restart the IIS services on the computer where the Web Server is installed, and then do the following: Click the Start button on the Windows task bar and then click Administrative Tools. Click Services. In the Services window, select and right-click IIS Admin Service and click Restart. Restart Other Services dialog will be displayed, click Yes. 8. Restart the Tomcat service on the computer where the Web Console is installed. Assigning Owner For Client Computers By default, the following users are designated as owners of a client in the CommCell and will also be able to manage the client data using the Web Console: Active Directory users who are member of the Local Administrators group of the client. The user account used while registering a new client with the Register Me tool. The user account used for installing the Laptop Backup package. You can add other users as owners to a client computer to enable future backup and restore operations through the Web Console. Use the following steps to include users who are not members of the Administrators group. These steps will add new owners to a client in the Laptop Backup group as example. Published On: 11/19/2013 V10 Service Pack 4A Page 42 of 132

43 1. From the CommCell Browser, expand the Client Computer Groups Laptop Backup. 2. Right-click the <Client> and then click Properties. 3. Select the Security tab. 4. Specify owner in the Client Owner box. You can specify the Active Directory user accounts or CommCell user accounts. 5. Click OK. Setting Up Permissions for End-Users 1. From the CommCell Browser, navigate to Security. Right-click the CommCell User Groups and select New User Group. 2. Enter the following information in the New User Group Properties dialog box: a. Type the user group name in the Name box. Published On: 11/19/2013 V10 Service Pack 4A Page 43 of 132

44 b. Type a description of the user group in the Description box. c. Select the options based on the following: IF YOU WANT TO... THEN... allow users to have all available capabilities Select All Capabilities allow users to browse across all clients that have been backed up and associated with the user Select All Association configure specific capabilities and associations for this group Proceed to step Click the Capabilities tab. Click > to move the selected capabilities to the Assigned Capabilities list box. Make the following selections based on the type of users in the user group: FOR... end users compliance search users ASSIGN... End User Access Browse Compliance Search (to restore data) In Place Recovery Published On: 11/19/2013 V10 Service Pack 4A Page 44 of 132

45 4. Expand Client Computers node and select the client computers to be browsed. Select Associated Entities at either the client or backup set levels. Subclient level browsing restrictions are not supported for Web Console. Click OK. 5. Ensure that the specific external user group in which the user belongs has Group Scope defined as Global on the Active Directory Domain: a. Navigate to Start Administrative Tools Active Directory Users and Computers. Published On: 11/19/2013 V10 Service Pack 4A Page 45 of 132

46 b. Right-click the external group and select Properties. c. Select Group from Group Scope and click OK. 6. From the CommCell Browser, navigate to Security Name Servers <Domain Name>. Right-click the External Groups and select Add New Group. 7. Click Browse. Select the <external user group name> in which the user belongs. Published On: 11/19/2013 V10 Service Pack 4A Page 46 of 132

47 8. Select the CommCell User Group to associate with the specified external user group. Click > to move the selected group to the Associated CommCell Groups. Click OK. Ensure that name servers of all the relevant domains (of which s will be content indexed) are registered in the CommCell before running a content indexing job to avoid the duplicate entries of the users in the refinements and also to avoid the Globally Unique Identifier (GUID) instead of address in the Custodian refinement. Published On: 11/19/2013 V10 Service Pack 4A Page 47 of 132

48 Getting Started - Web Console Overview Deployment Configuration Setting Up End-User Search Verify Web Console SKIP THIS PAGE PAGE IF YOU DO NOT WISH TO ENABLE CONTENT BASED SEARCH You can run a content based search on your backed up s. Setting up the Search Engine will allow you to index highly distributed mails and will enable the end-user to run granular searches on his backed up mails. Follow the steps given below to setup the Search Engine: 1. Install Search Engine. For details, see Deployment - Search Engine. 2. Configure the Search Engine. for details see, Configuration - Search Engine. 3. Once you have enabled content indexing, it is recommended to run a Content Indexing job. For details, see Content Indexing - Running First Job. Published On: 11/19/2013 V10 Service Pack 4A Page 48 of 132

49 Getting Started - Web Console Overview Deployment Configuration Setting Up End-User Search Verify Web Console Use the following steps to log into the web console and perform a search and restore operation: 1. Open your web browser and type the Web Console URL in the address bar. The URL should be in the following format: 2. Type your login credentials and click Login to access the Web Console. 3. Click My Data. 4. Under My Data, click the <NetApp_Client>. Published On: 11/19/2013 V10 Service Pack 4A Page 49 of 132

50 5. Click Restore. 6. Select the file to be restored from the search result and click Download. As soon as you click Download, the following notification appears on the right corner of the Console. 7. Click Save or Open to save or download the file to your local disk. Published On: 11/19/2013 V10 Service Pack 4A Page 50 of 132

51 Advanced Configuration - OnePass Agent for NetApp Table Of Contents Configuring Rules for Archiving File Access Time File Modified Time File Size File Creation Time Based on File Attribute Things to Consider when Defining File Archiving Rules Configuring Post Archiving Rules Replace the file with a Stub Delete the file Configuring Retention Criteria Items Deleted by User Items Deleted by System Retaining Additional Versions of a File During Synthetic Full Jobs Backing up Files that Meet the Archiving Rules Pruning Archived Data for Space Reclamation Example 1 Example 2 Example 3 Configuring Multiple Streams for Backups Configuring Filters Filtering Files from Archiving Deleting a Filter Checking Archive Bit during Backups Preserving File Access Time Configuring the Maximum Number of Simultaneous Stub Recalls (Recall Throttling) Examples of Recall Throttling Enhancing Recovery Performance Limit Persistent Pipeline Usage During Idle Recoveries Limit the Number of Persistent Pipelines During Recoveries Configuring for NetApp File Servers On ONTAP 7.0 Configuring User Accounts Deleting an Agent, Instance, Archive Set or Subclient Deleting an Agent Deconfiguring an Instance Deleting an Instance Deleting an Archive Set Deleting a Subclient Configuring Rules For Archiving Archiving rules specify the criteria for the type of data to be archived. For a file to get archived, it has to meet all of these rules/criteria. If you want one of the following rules to be ignored, you can enter a 0 value for it. You can configure these rules on a requirement basis. File Access Time This configuration will stub files based on the last accessed date of each file within the volume or folder/directory. In case it is older than the number of days specified, the files will get stubbed. 1. From the CommCell Console, navigate to Client Computers File System <backupset>. 2. Right-click the Subclient and point to Properties. 3. Select the Disk Cleanup tab. Published On: 11/19/2013 V10 Service Pack 4A Page 51 of 132

52 4. Select the Enable Archiving with these rules checkbox. 5. Enter the number of days elapsed since the file was last accessed in the File access time older than n Days box. 6. Click OK. File Modified Time This configuration will stub files based on the last modified date of each file within the volume or folder/directory. 1. From the CommCell Console, navigate to Client Computers File System <backupset>. 2. Right-click the Subclient and point to Properties. 3. Select the Disk Cleanup tab. 4. Select the Enable Archiving with these rules checkbox. 5. Enter the number of days elapsed since the file was last modified in File modified time older than n Days box. 6. Click OK. File Size This configuration will stub files based on the file size. If a file size within a scanned volume or folder/directory is in between the two limit values set, it will get stubbed. Follow the steps given below to stub files based on their size: 1. From the CommCell Console, navigate to Client Computers File System <backupset>. Published On: 11/19/2013 V10 Service Pack 4A Page 52 of 132

53 2. Right-click the Subclient and point to Properties. 3. Select the Disk Cleanup tab. 4. Enter the minimum file size in File size greater than n KB box. 5. Enter the maximum file size in Maximum file size box. These options can be used individually or in combination to specify a range. 6. Click OK. For Example: To archive files with size more than 120KB but less than 500KB: Enter 120 KB in File size greater than n KB. Enter 500 KB in Maximum file size. File Creation Time This configuration will stub files based on the time the files were created within the volume or folder/directory. 1. From the CommCell Console, navigate to Client Computers File System <backupset>. 2. Right-click the Subclient and point to Properties. 3. Select the Disk Cleanup tab. 4. Select the Enable Archiving with these rules checkbox. 5. Enter the number of days elapsed since the file was created in the File created time older than n days box. 6. Click OK. Published On: 11/19/2013 V10 Service Pack 4A Page 53 of 132

54 Based on File Attribute You can also archive the files that have the Read Only attribute set on them. Any read only file that meets archiving rules will get archived. 1. From the CommCell Console, navigate to Client Computers File System. 2. In the right pane right-click the Subclient and click Properties. 3. Select the Disk Cleanup tab. 4. Select Enable archiving with these rules. 5. Select Archive Read-Only files. 6. Click OK. Things to Consider when Defining File Archiving Rules Volume/Folders which are scanned during the job to find candidate files for archiving: If a volume/folder is in one subclient, then that data path/tree is exclusively owned by that subclient within the context of the archive set. If you want overlapping rules on the same folder, use two different archive sets with different subclients targeting the same folders. For example, let's say you have a \\vol0\vol1\marketing folder, and you want to archive files (leave stub) satisfying the archiving rules. Additionally, you want to permanently archive prohibited files and leave no stubs. This can be achieved by creating two subclients and by specifying the required rules. Published On: 11/19/2013 V10 Service Pack 4A Page 54 of 132

55 Configuring Post Archiving Rules You can decide if the file has to stubbed or deleted after an archive job using the following methods: Replace the File With A Stub After an archive job, the files can be replaced with a stub by enabling the following option: 1. From the CommCell Console, navigate to Client Computers File System. 2. In the right pane right-click the Subclient and click Properties. 3. Select the Disk Cleanup tab. 4. Select Replace the file with a stub. 5. Click OK. Delete the File After an archive job, the files can be deleted from the source by enabling the following option: 1. From the CommCell Console, navigate to Client Computers File System. 2. In the right pane right-click the Subclient and click Properties. 3. Select the Disk Cleanup tab. 4. Select Delete the file. 5. Click OK. Published On: 11/19/2013 V10 Service Pack 4A Page 55 of 132