Quest NetVault Bare Metal Recovery for Quest NetVault Backup Server

Quest NetVault Bare Metal Recovery for Quest NetVault Backup Server version 4.3 User s Guide VOG-103-4.3-EN-01 12/02/13

2013 Quest Software, Inc. ALL RIGHTS RESERVED. This guide contains proprietary information protected by copyright. The software described in this guide is furnished under a software license or nondisclosure agreement. This software may be used or copied only in accordance with the terms of the applicable agreement. No part of this guide may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying and recording for any purpose other than the purchaser s personal use without the written permission of Quest Software, Inc. The information in this document is provided in connection with Quest products. No license, express or implied, by estoppel or otherwise, to any intellectual property right is granted by this document or in connection with the sale of Quest products. EXCEPT AS SET FORTH IN QUEST'S TERMS AND CONDITIONS AS SPECIFIED IN THE LICENSE AGREEMENT FOR THIS PRODUCT, QUEST ASSUMES NO LIABILITY WHATSOEVER AND DISCLAIMS ANY EXPRESS, IMPLIED OR STATUTORY WARRANTY RELATING TO ITS PRODUCTS INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTY OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT. IN NO EVENT SHALL QUEST BE LIABLE FOR ANY DIRECT, INDIRECT, CONSEQUENTIAL, PUNITIVE, SPECIAL OR INCIDENTAL DAMAGES (INCLUDING, WITHOUT LIMITATION, DAMAGES FOR LOSS OF PROFITS, BUSINESS INTERRUPTION OR LOSS OF INFORMATION) ARISING OUT OF THE USE OR INABILITY TO USE THIS DOCUMENT, EVEN IF QUEST HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. Quest makes no representations or warranties with respect to the accuracy or completeness of the contents of this document and reserves the right to make changes to specifications and product descriptions at any time without notice. Quest does not make any commitment to update the information contained in this document. If you have any questions regarding your potential use of this material, contact: Quest Software World Headquarters LEGAL Dept 5 Polaris Way Aliso Viejo, CA 92656 email: legal@quest.com For regional and international office information, refer to the web site (www.quest.com). Trademarks Quest, Quest Software, the Quest Software logo, Simplicity at Work, FlashRestore, GigaOS, and NetVault are trademarks and registered trademarks of Quest Software, Inc., and its subsidiaries. For a complete list of Quest Software s trademarks, see http://www.quest.com/legal/trademarks.aspx. Other trademarks and registered trademarks are property of their respective owners. Patents This product is protected by U.S. Patents #7,814,260; 7,913,043; 7,979,650; 8,086,782; 8,145,864; 8,171,247; 8,255,654; 8,271,755; 8,311,985; and 8,452,731. Protected by Japanese, E.U., French, and UK patents 1615131 and 05250687.0, and German patent DE602004002858. Additional patents pending.

Table of Contents Chapter 1: Introducing Quest NetVault Bare Metal Recovery for Quest NetVault Backup Server 5 About Quest NetVault Bare Metal Recovery for Quest NetVault Backup Server... 5 - Offline Backup Process Overview... 6 - Offline Recovery Process Overview... 6 About NVBMR...6 - Plug-in Offline Client... 7 - Plug-in Server... 7 About Quest Software... 8 - Contacting Quest Software... 8 - Contacting Quest Support... 8 Chapter 2: Performing an Offline Backup 9 Booting into NVBMR for NVBU Server... 9 Adding a Library Using the Automatic Device Configuration Wizard... 10 Adding Libraries Manually... 11 Selecting the BMR Target Media... 12 Backing Up the Source NVBU Server... 13 - Prerequisites... 13 - Completing the Backup... 14 Chapter 3: Performing an Offline Recovery 17 Prerequisite... 17 Booting into NVBMR for NVBU Server... 17 Importing the Indexes to NVDB... 18 Verifying Access and Availability of Disks for Restore... 18 Recovering the Source NVBU Server... 19 - Prerequisites... 19 - Completing the Recovery... 19

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Quest NetVault Bare Metal Recovery for Quest NetVault Backup Server User s Guide 5 Chapter 1: INTRODUCING QUEST NETVAULT BARE METAL RECOVERY FOR QUEST NETVAULT BACKUP SERVER About Quest NetVault Bare Metal Recovery for Quest NetVault Backup Server Offline Backup Process Overview Offline Recovery Process Overview About NVBMR Plug-in Offline Client Plug-in Server About Quest Software Contacting Quest Software Contacting Quest Support 1.1.0 About Quest NetVault Bare Metal Recovery for Quest NetVault Backup Server Quest NetVault Bare Metal Recovery (NVBMR) for Quest NetVault Backup (NVBU) Server is a specially packaged version of NVBMR that provides offline bare metal protection for NVBU Servers running on x86/x86-64-based operating systems (OSs) that use locally-attached tape-based devices, including virtual tape libraries (VTLs); it does not support shared VTLs (SVTLs) or NetVault SmartDisk (NVSD). The bare metal recovery (BMR) image of the NVBU Server is taken by a CD that is preloaded with an NVBU Server, the Plug-in Server, and the drdaemon process. The BMR image can then be transferred to a direct-attached tape-based library or standalone tape drive for recovery in case disaster recovery is needed for the NVBU Server. Important: The preloaded NVBU Server uses NVBU v9.1.0; however, this preloaded version of the NVBU Server can protect and recover NVBU Servers using NVBU v8.2.2 and later.

6 Chapter 1 Introducing Quest NetVault Bare Metal Recovery for Quest NetVault Backup Server NVBMR for NVBU Server provides a backup of the server; it does not provide access to network-related functionality such as support for the NVBU Client Management window and its features. 1.1.1 Offline Backup Process Overview Offline backup of an NVBU Server for bare metal recovery is achieved by performing the following tasks: 1. Use the NVBMR for NVBU Server CD to boot the machine. 2. Verify that the NVBU Console and drdaemon process are launched separately. 3. From the NVBU Console, detect and add a locally-attached device. 4. Select the dedicated media for backup. 5. Create and submit the backup job. For more information, see Performing an Offline Backup. 1.1.2 Offline Recovery Process Overview Offline bare metal recovery of an NVBU Server is achieved by performing the following steps: 1. Use the NVBMR for NVBU Server CD to boot the target machine. 2. Verify that the NVBU Console and drdaemon process are launched separately. 3. Detect and add a locally-attached tape library or standalone tape drive. 4. Scan and import the DR target media that contains the backup index to rebuild the NetVault Backup Database (NVDB). 5. Verify that the targeted disk is available. 6. Create and submit the restore job. For more information, see Performing an Offline Recovery. 1.2.0 About NVBMR NVBMR is an integrated bare metal recovery solution capable of recovering an entire system including the OS, applications, system settings, partition information, and data for any supported NVBU Client. NVBMR provides bare metal recovery with either offline (cold) backups or online (hot) backups. NVBMR integrates with NVBU. It is comprised of two key components, or plug-ins, each of which provides its own form of disaster recovery backup, and a third component that serves as a basic OS that is used to prepare a target Disaster Recovery (DR) Client for backup/restore.

Quest NetVault Bare Metal Recovery for Quest NetVault Backup Server User s Guide 7 NVBMR includes the following technical components: Plug-in Server Plug-in Offline Client for x86/x86-64 Clients The following sections briefly describe these components. 1.2.1 Plug-in Offline Client The Plug-in Offline Client implements a block-by-block backup and restore technique to recover a system fully. This block-by-block operation takes the system offline and makes it unavailable. This is done to either: Backup An Offline Backup backs up all aspects of a system (OS, applications, system settings, and so on). This is ideal for new systems that have been configured for use. Restore An Offline Restore completely recovers a machine (even if it has no functional OS) to a previously configured state. The Plug-in Offline Client includes a component known as VaultOS. The VaultOS is a minimal OS that is used to boot a target disaster recovery client system to prepare it for either backup or restore. This minimal OS starts the target client, loads all applicable device drivers, and leaves its hard drive in a state suitable for either backup or restore. 1.2.2 Plug-in Server The Plug-in Server resides on the NVBU Server and enables backup and recovery of a target client s data via the Plug-in Offline Client.

8 Chapter 1 Introducing Quest NetVault Bare Metal Recovery for Quest NetVault Backup Server 1.3.0 About Quest Software Established in 1987, Quest Software (Nasdaq: QSFT) provides simple and innovative IT management solutions that enable more than 100,000 global customers to save time and money across physical and virtual environments. Quest products solve complex IT challenges ranging from database management, data protection, identity and access management, monitoring, user workspace management to Windows management. For more information, visit www.quest.com. 1.3.1 Contacting Quest Software Email: Mail: Web site: info@quest.com Quest Software, Inc. World Headquarters 5 Polaris Way Aliso Viejo, CA 92656 USA www.quest.com For regional and international office information, refer to the web site. 1.3.2 Contacting Quest Support Quest Support is available to customers who have a trial version of a Quest product or who have purchased a Quest product and have a valid maintenance contract. Quest Support provides unlimited 24x7 access to our Support Portal at www.quest.com/support. From our Support Portal, you can do the following: Retrieve thousands of solutions from our Knowledge Base. Download the latest releases and service packs. Create, update, and review Support cases. View the Global Support Guide for a detailed explanation of support programs, online services, contact information, policies. and procedures, view the Global Support Guide. The guide is available at www.quest.com/support.

Quest NetVault Bare Metal Recovery for Quest NetVault Backup Server User s Guide 9 Chapter 2: PERFORMING AN OFFLINE BACKUP Booting into NVBMR for NVBU Server Adding a Library Using the Automatic Device Configuration Wizard Adding Libraries Manually Selecting the BMR Target Media Backing Up the Source NVBU Server Prerequisites Completing the Backup 2.1.0 Booting into NVBMR for NVBU Server Before you perform an offline backup of the NVBU Server, you must create a NVBMR for NVBU Server CD and boot from it. 1. Burn the.iso file for the NVBMR for NVBU Server onto a blank CD-ROM. 2. Use the CD created in Step 1 to boot the server. Important: Unless there is a Dynamic Host Configuration Protocol (DHCP) Server in your environment, drdaemon requires a static IP address to communicate with the NVBU Server. If there is no DHCP Server, you must set the IP address manually. If you are running multiple NVBMR instances for NVBU Server at the same time, stopping the NetVault Service on one instance can cause the service of the other instances to stop if the host names are identical. To avoid this conflict, press the Tab key at the VaultOS client boot prompt to interrupt the boot process, and enter a unique host name for each instance via the kernel argument (for example, "hostname=samplehost1"). 3. When the Network Connections dialog appears, select the applicable interface, and press Edit to continue. 4. In the Editing Network Interface dialog, configure the IPv4 and IPv6 settings for the selected network interface. 5. When you are finished, press Apply to return to the Network Connections dialog, and then press Close to dismiss it.

10 Chapter 2 Performing an Offline Backup 6. If you want to enable multipath support, perform the following steps: a. In the NVBMR Daemon process terminal (command prompt), press <Ctrl+C> to stop the process. b. To open a new NVBMR Daemon process terminal, double-click the Terminal icon on the desktop. c. At the command prompt, enter the following commands: cd /vaultos_file./drdaemon -o mpath Note: You can enter the -o mpath and -p port_number options together. The NVBMR for NVBU Server desktop includes the following icons. You can click these at any time to access various components. Icon Description Network Configuration This icon brings up the BMR Network Configuration dialog for configuring network devices, host connections, and so on. NetVault Backup This icon launches the NVBU Server Console. drdaemon This icon launches the drdaemon interface. The next step is to detect and add the locally-attached tape library or standalone tape device via NVBU. The following sections describe adding a library automatically or manually, respectively. For a detailed description, refer to the Quest NetVault Backup Administrator s Guide. 2.2.0 Adding a Library Using the Automatic Device Configuration Wizard The Automatic Device Configuration wizard helps you add and configure backup devices. This wizard recognizes devices manufactured by multiple vendors, although not all are supported. NVBU automatically starts scanning for new locally-attached devices in the NVBU Domain when you start the software services. To configure a backup device automatically, perform the following steps: 1. From the NVBU Console, open the NVBU Device Management window (via either of the toolbar buttons or by clicking Administration > Device Management).

Quest NetVault Bare Metal Recovery for Quest NetVault Backup Server User s Guide 11 The Automatic Device Configuration wizard starts automatically when a qualified device is found. 2. Follow the wizard as it guides you through the configuration steps. Note: If the Automatic Device Configuration wizard does not find a qualified device, you must add the library manually. For details, see Adding Libraries Manually. 3. When you have finished with the configuration, click Next to proceed. NVBU adds the device and displays a message. 4. Click Finish to complete the procedure. The device is added and listed on the Devices tab. Note: The Automatic Device Configuration wizard will find direct-attached physical and virtual tape devices. VTLs may be used for performing BMR of the NVBU Server. However, NetVault SmartDisk (NVSD) Devices cannot be used for BMR of the NVBU Server. 2.3.0 Adding Libraries Manually To add a locally-attached library or VTL manually, perform the following steps: 1. From the NVBU Console, open the NVBU Device Management window (via either of the toolbar buttons or by clicking Administration > Device Management). 2. On the Add menu, click Add Library to open the Add Library window. 3. Under Choose Library, locate and double-click the NVBU Server or Client to which the device is connected (or right-click it, and select Open). 4. Depending on the library type, open the applicable node to display the available libraries. 5. Double-click the library (or right-click it, and choose Select) to display the library picture, type, and details under Selected Library. 6. Select the Drive Selection tab. 7. Open the NVBU Server or SmartClient node to which the device is connected. 8. Open the applicable drive type to display the available drives. 9. To select the drive bays, perform the applicable steps: Libraries with a Single Drive: Double-click the drive (or right-click it, and choose Select) to display the drive picture, type, and details under Selected Drives.

12 Chapter 2 Performing an Offline Backup Libraries with Multiple Drives: a. In the Select for Drive Bay box, enter 1. b. Under Choose Drives, double-click drive 1 (or right-click it, and choose Select) to display the drive picture, type, and details under Selected Drives. c. Repeat Step a and Step b for the remaining drives, changing the drive number and bay for each drive. Note: While the drive number usually matches the bay number, depending on the library and drive configuration, a different assignment of drives to bays might be necessary. If you experience failure during move or load/unload operations, consider adding your drives in a different order to their bays. For details on configuring the library and drive parameters, refer to the Quest NetVault Backup Administrator s Guide. 10.If you want to change the library name, enter the string in the Library Name box. To identify a device, NVBU assigns a default name, which is displayed in the Library Name box in the upper-right corner of the window. You can save a device with its default name, or assign it a new name. 11.On the toolbar, click Save Details. The device is added and listed on the Devices tab. The status changes to online after library initialization and inventory verification. 2.4.0 Selecting the BMR Target Media The next step is to select a dedicated BMR target media for your backup. Perform the following steps. 1. From the NVBU Console, open the NVBU Device Management window (via either of the toolbar buttons or by clicking Administration > Device Management). 2. On the Devices tab, right-click the drive/slot that contains the media that you want to use, and select Properties. 3. When the Media Properties dialog appears, enter a user-defined label (for example, BMRMedia) string in the Media Label field, and then click OK to save it.

Quest NetVault Bare Metal Recovery for Quest NetVault Backup Server User s Guide 13 2.5.0 Backing Up the Source NVBU Server To back up the server, complete steps outlined in the following sections. 2.5.1 Prerequisites Prior to initiating a backup with the Plug-in Server, review the following sections for details on prerequisites that must be met. Warning: Even if there is no difference between the system devices in a backup and a restore, the order of the disks might be different. If the restored data is launched without performing a rename, any data that exists on the disks will be lost. To compare the information of physical disk at backup and restore, note the Disk Geometry and Device Size at backup. 2.5.1.a Verifying Disk Geometry and Device Size Prior to performing a backup of any portion of an NVBU Server s hard drive, Quest Software recommends that you note the Disk Size and the Disk Geometry of the selected drive. If these items are not taken into account, a restore might fail. Example of How to Note the Drive Disk Size and Disk Geometry A Client drive is divided into three partitions. The primary partition is 10 gigabytes (GB), the first logical partition is 7GB and the second is 3GB. A backup of the first logical partition is performed with the Plug-in Server. On restore of the system after a hard drive crash, if the first logical partition was restored, it would need to be restored to the proper partition (that is, the first logical partition), or the restore would fail. The preceding information, including the Disk Size and Disk Geometry of a selected Client, can be determined via the NVBU Server as follows: 1. Open the NVBU Backup window, and double-click the NVBU Server (that is, the system containing the Plug-in Server) to open it. 2. Open the Plug-in Server by double-clicking it. 3. Double-click the self node displayed under the plug-in to reveal the disks contained within. 4. To determine the Disk Geometry, right-click the applicable disk, and select Disk Geometry from the pop-up menu. The Display Device Geometry dialog displays details about the partition structure of the selected disk. Partitions Each individual partition is listed here by number and the partition type. Active Displays the current state of the partition ( Yes or No ).

14 Chapter 2 Performing an Offline Backup Start Cyl Displays the origination point (cylinder) for the various partitions. End Cyl Displays the partition s end point (cylinder). Size Displays the size of each partition. Type Displays the type of partition. 5. With sufficient information noted, click OK to close this dialog. 6. To determine the overall size of a disk, right-click the applicable disk in the NVBU Backup window, and select Disk Size from the pop-up menu. The Device Size dialog displays details about the size of the selected disk. Device The number and type of the disk. Size The size of the selected disk. 7. After noting this information, click OK to close this dialog. 2.5.2 Completing the Backup You are now ready to perform a backup of the NVBU Server. Perform the following steps via the NVBU Console. 1. Open the NVBU Backup window (via either of the toolbar buttons or by clicking Operations > Backup). 2. On the Selections tab, double-click the NVBU Server node. 3. Locate and double-click the VaultDR APM to open it. 4. When the self node appears, double-click it to display all disk device information for this NVBU Server. You can open disks by double-clicking them. Individual partitions will be displayed and made available for selection to back up. 5. Select a single disk, all disks, all partitions, or a single partition of each disk to back up. 6. Select the Backup Options tab, and then select Disk Raw Mode, Compression, or both. Disk Raw Mode Select this option if you want all partition information for a selected hard drive to be ignored and a bit-by-bit backup of the entire disk image to be performed. This bit-by-bit form of data transfer occurs during the restore of this backup as well, thereby eliminating the need to format the target drive or remove the partition. Cases in which Raw Mode is desired include: The selected hard drive does not have a partition table. NVBMR cannot recognize the partition table. You are backing up data outside the Master Boot Record (MBR) and partitions (for example, dynamic disks).

Quest NetVault Bare Metal Recovery for Quest NetVault Backup Server User s Guide 15 Compression Select this option to compress data on the NVBU Server prior to transfer during backup. This reduces overall network traffic during data transfer and also requires less media space to accommodate the backup. This option is useful for partitions that contain a large amount of unused space. Selecting this option usually provides better compression than using a network-based or tape-library-based compression feature. 7. Select the Target tab. 8. In the Media Options section, select MID, and then enter the label in the text box. This is the label (for example, BMRMedia) for the target media that you specified earlier in the Media Properties dialog. 9. To initiate the backup, click Submit.

16 Chapter 2 Performing an Offline Backup

Quest NetVault Bare Metal Recovery for Quest NetVault Backup Server User s Guide 17 Chapter 3: PERFORMING AN OFFLINE RECOVERY Prerequisite Booting into NVBMR for NVBU Server Importing the Indexes to NVDB Verifying Access and Availability of Disks for Restore Recovering the Source NVBU Server Prerequisites Completing the Recovery 3.1.0 Prerequisite Prior to performing a recovery of the NVBU Server, the following condition must be met: Provide either a new disk or an existing disk that has had all existing partitions removed. 3.2.0 Booting into NVBMR for NVBU Server The first step in the recovery process is to use the NVBMR for NVBU Server CD to boot the machine. This requires the CD previously created during the Offline Backup process. 1. Use the CD created in Booting into NVBMR for NVBU Server to boot the server. The server will boot into X graphical multiuser mode and launch NVBU and the drdaemon process. 2. If you want to enable multipath support, perform the following steps: a. In the NVBMR Daemon process terminal (command prompt), press <Ctrl+C> to stop the process. b. To open a new NVBMR Daemon process terminal, double-click the Terminal icon on the desktop.

18 Chapter 3 Performing an Offline Recovery c. At the command prompt, enter the following commands: cd /vaultos_file./drdaemon -o mpath Note: You can enter the -o mpath and -p port_number options together. 3. Detect and add the locally-attached tape library or standalone tape device via NVBU. For details, see Adding a Library Using the Automatic Device Configuration Wizard or Adding Libraries Manually. 3.3.0 Importing the Indexes to NVDB The next step is to select the dedicated DR target media for your recovery and import the indexes to NVDB. Perform the following steps. 1. From the NVBU Console, open the NVBU Device Management window (via either of the toolbar buttons or by clicking Administration > Device Management). 2. On the Devices tab, right-click the drive/slot that contains the media that was used during backup (for example, BMRMedia) and is now marked FOREIGN,, and select Scan from the pop-up menu. NVBU imports backup indexes stored on the FOREIGN media to the NVDB. 3.4.0 Verifying Access and Availability of Disks for Restore The next step is to verify access and disk availability of the new or target NVBU Server. Perform the following steps. 1. From the NVBU Console, open the NVBU Backup window (via either of the toolbar buttons or by clicking Operations > Backup). 2. On the Selections tab, double-click the NVBU Server node. 3. Locate and double-click the VaultDR APM to open it. 4. When the self node appears, double-click it to display all disk device information for this NVBU Server. Important: If there is no disk available, the recovery process cannot continue.

Quest NetVault Bare Metal Recovery for Quest NetVault Backup Server User s Guide 19 3.5.0 Recovering the Source NVBU Server To recover the server, complete steps outlined in the following sections. Warning: Even if there is no difference between the system devices in a backup and a restore, the order of the disks might be different. If the restored data is launched without performing a rename, any data that exists on the disks will be lost. To compare the information of physical disk at backup and restore, note the Disk Geometry and Device Size at backup. For version 1.1.6 and later, you should also compare the Disk ID of the targeted disk on the Selections tab of the NVBU Restore window to the Disk ID of the same disk on the Selections tab of the NVBU Backup window. Quest Software strongly recommends that you disconnect all disks that contain critical data from the server before you boot the NVBMR for NVBU Server. 3.5.1 Prerequisites A DR restore procedure is a delicate operation. Prior to setting up and running a DR restore, ensure that the following prerequisites have been met: Ensure that device file names match The target device name on the NVBMR Client (for example, Disk 0 (IDE)) must be the same as it was at the time of backup. Important: When relocating a DR backup, ensure that the hard disk installed on the new relocation target has the same name as the hard disk that existed in the original target machine. Gather noted Device Size and Disk Geometry information This information should have been noted prior to the backup. Have this information handy to complete the restore properly. 3.5.2 Completing the Recovery The final step in the recovery process is to restore the offline backup of the original NVBU Server to the new or target NVBU Server. Perform the following steps. 1. From the NVBU Console, open the NVBU Restore window (via either of the toolbar buttons or by clicking Operations > Restore). The Plug-in Server backups are displayed on the Selections tab. 2. On the Selections tab, double-click the applicable NVBU Server node. 3. Locate and double-click the VaultDR APM to open it. The backup savesets from previous backups are listed.

20 Chapter 3 Performing an Offline Recovery 4. Double-click the applicable saveset to display the standalone server machine ( self ). 5. Double-click the individual disk, and then select a single disk, all disks, all partitions, or a single partition of each disk to restore. 6. Select the Restore Options tab, and ensure that Physical Machine is the selected Restore Type. 7. In the Restore Name box of the Physical Recovery Options section, verify that the correct name appears. By default, the value in this field is the name of the NVBU Server from which this backup was originally performed (based on the backup saveset selected from the Selections tab of the Restore window). This name is associated with a specific IP address that was previously configured. If this value is left at its default setting, selected data will be restored to a machine that uses the same information as the machine that was originally backed up. 8. To initiate the recovery, click Submit.