IBM E16RMLL-I, Tivoli Storage Manager Implementation Manual

ibm.com/redbooks

IBM Tivoli Storage Manager
Implementation Guide

Charlotte Brooks

Peter McFarlane

Norbert Pott

Eduardo Tomaz

Martin Trcka

Use the included worksheets, scripts,
and macros to make your job easier

See features for new and
advanced users

Use this hands-on guide
for planning and setup

Front cover

IBM Tivoli Storage Manager Implementation Guide

June 2006

International Technical Support Organization

SG24-5416-03

© Copyright International Business Machines Corporation 1999, 2000, 2003, 2006. All rights
reserved.

Note to U.S. Government Users Restricted Rights -- Use, duplication or disclosure restricted by GSA ADP

Fourth Edition (June 2006)

This edition applies to IBM Tivoli Storage Manager Version 5.3.2.

Note: Before using this information and the product it supports, read the information in
“Notices” on page xxiii.

© Copyright IBM Corp. 1999, 2000, 2003, 2006. All rights reserved. iii

Contents

Figures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xvii

Notices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxiii

Trademarks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxiv

Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxv

The team that wrote this redbook. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxv

Become a published author . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxviii

Comments welcome. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxviii

Part 1. Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Chapter 1. Implementation checklists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

1.1 The big picture. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

1.1.1 Our support material . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

1.2 Planning checklist . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

1.2.1 Server implementation checklist . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

1.2.2 Client implementation checklist. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

1.2.3 Operations checklist . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

1.3 Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Chapter 2. Implementation planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

2.1 Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

2.2 Client environment data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

2.2.1 Client name . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

2.2.2 Contact information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

2.2.3 Operating system . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

2.2.4 Total storage available . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

2.2.5 Total storage used . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

2.2.6 GB changed per backup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

2.2.7 Number of files backed up . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

2.2.8 Number of backup versions to be kept . . . . . . . . . . . . . . . . . . . . . . . 21

2.2.9 Data compression . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

2.2.10 Backup window times . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

2.2.11 Backup number of hours . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

2.2.12 Required recovery time frame. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

2.2.13 Tivoli Storage Manager restore time frame . . . . . . . . . . . . . . . . . . . 23

2.2.14 GB copied per archive. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

2.2.15 Number of files archived . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

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2.2.16 Number of archives kept . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

2.2.17 Archive frequency . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

2.2.18 Archive window times . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

2.2.19 Archive number of hours . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

2.2.20 Number of image backups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

2.2.21 Image backup frequency. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

2.2.22 Number of backup sets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

2.2.23 Backup set frequency . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

2.2.24 Policy domain . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

2.2.25 Client option set . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

2.3 Data retention requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

2.3.1 Group name . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

2.3.2 Number of backup versions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

2.3.3 Backup file retention period. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

2.3.4 Number of deleted versions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

2.3.5 Last deleted file version retention period . . . . . . . . . . . . . . . . . . . . . 27

2.3.6 Archive retention period . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

2.3.7 Off-site copies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

2.3.8 Onsite collocation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

2.3.9 Off-site collocation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

2.3.10 Image backup retention. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

2.3.11 Backup set retention . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

2.4 Server architecture considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

2.4.1 Server platform . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

2.4.2 Installed user base . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

2.4.3 Cost. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

2.4.4 Capacity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

2.4.5 Platform installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

2.4.6 Operation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

2.4.7 Supported devices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

2.5 System size . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

2.6 Multiple Tivoli Storage Manager servers . . . . . . . . . . . . . . . . . . . . . . . . . . 34

2.6.1 Reasons to consider multiple servers . . . . . . . . . . . . . . . . . . . . . . . . 34

2.6.2 Disadvantages of multiple servers . . . . . . . . . . . . . . . . . . . . . . . . . . 35

2.7 Network . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

2.7.1 Network considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

2.7.2 Communication protocol . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

2.7.3 Network name resolution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

2.8 Disk considerations and sizing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

2.8.1 The disk subsystem . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

2.8.2 Tivoli Storage Manager database . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

2.8.3 Database performance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

2.8.4 Database size . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

Contents v

2.8.5 Archive sizing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

2.8.6 Database volume identification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

2.8.7 Tivoli Storage Manager recovery log . . . . . . . . . . . . . . . . . . . . . . . . 43

2.8.8 Primary disk storage pool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

2.8.9 Disk storage pool size . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

2.8.10 Archive disk sizing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

2.8.11 Image disk sizing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

2.8.12 Device configuration table and volume history file . . . . . . . . . . . . . 48

2.8.13 Total disk. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

2.9 Tape drives and sizing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

2.9.1 Tape devices. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52

2.9.2 Tape libraries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52

2.9.3 Number of tape drives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52

2.10 Tape volumes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53

2.10.1 On-site volumes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53

2.10.2 Off-site volumes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56

2.10.3 Database tape volumes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56

2.10.4 z/OS tape management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

2.11 Administrator IDs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59

2.11.1 License considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60

2.11.2 Licensed features registration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60

2.12 Other considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

2.13 Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

Part 2. Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

Chapter 3. Server installation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

3.1 Software installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68

3.2 Latest software updates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68

3.3 AIX server installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70

3.4 Linux server installations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72

3.4.1 Installation packages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72

3.4.2 Installation commands . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73

3.4.3 Post-installation steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76

3.4.4 Uninstallation of the server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78

3.5 Windows 2000/2003 server installation. . . . . . . . . . . . . . . . . . . . . . . . . . . 78

3.5.1 Tivoli Storage Manager server package installation . . . . . . . . . . . . . 78

3.5.2 Tivoli Storage Manager License package installation . . . . . . . . . . . . 80

3.5.3 Tivoli Storage Manager Device Driver package installation . . . . . . . 81

3.5.4 Windows 2000/2003 configuration wizards. . . . . . . . . . . . . . . . . . . . 82

3.6 Integrated Solution Console and Administration Center . . . . . . . . . . . . . . 83

3.6.1 ISC and Administration Center installation . . . . . . . . . . . . . . . . . . . . 85

3.7 Customization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91

vi IBM Tivoli Storage Manager Implementation Guide

3.7.1 Server options file . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91

3.7.2 Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93

3.8 Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95

Chapter 4. Backup-archive client installation. . . . . . . . . . . . . . . . . . . . . . . 97

4.1 Backup-archive client code . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98

4.1.1 Backup-archive client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98

4.1.2 Web client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98

4.1.3 API client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101

4.2 Code installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101

4.2.1 Backup-archive client code . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102

4.2.2 AIX backup-archive client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102

4.2.3 Linux backup-archive client. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106

4.2.4 Windows backup-archive client. . . . . . . . . . . . . . . . . . . . . . . . . . . . 108

4.3 Customization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113

4.3.1 Backup-archive client customization . . . . . . . . . . . . . . . . . . . . . . . . 113

4.3.2 Web backup-archive client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120

4.3.3 Using the client configuration wizard. . . . . . . . . . . . . . . . . . . . . . . . 120

4.4 UNIX/Linux configuration wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121

4.5 Use of Windows configuration wizards . . . . . . . . . . . . . . . . . . . . . . . . . . 129

4.5.1 Backup-archive client configuration . . . . . . . . . . . . . . . . . . . . . . . . 129

4.5.2 Web client configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139

4.5.3 Client scheduler configuration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149

4.5.4 Journal engine configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157

4.5.5 Online image support configuration . . . . . . . . . . . . . . . . . . . . . . . . 165

4.5.6 Open File Support configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . 167

4.6 Client interfaces. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168

4.6.1 Command line . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 170

4.6.2 GUI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 172

4.7 Client scheduler. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173

4.7.1 Starting the client scheduler . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 174

4.7.2 Stopping the scheduler . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 180

4.8 Web client usage. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181

4.8.1 Remote client GUI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181

4.8.2 Client functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181

4.8.3 Access authorization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 182

4.8.4 Starting the Web client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183

4.8.5 Stopping the remote agent services . . . . . . . . . . . . . . . . . . . . . . . . 184

4.9 Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186

Chapter 5. Database and recovery log . . . . . . . . . . . . . . . . . . . . . . . . . . . 187

5.1 Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 188

5.1.1 Database design considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . 188

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5.1.2 Defining database volumes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 190

5.2 Recovery log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 192

5.2.1 Recovery log design considerations . . . . . . . . . . . . . . . . . . . . . . . . 193

5.2.2 Defining recovery log volumes . . . . . . . . . . . . . . . . . . . . . . . . . . . . 194

5.3 Setting the log mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 196

5.4 Defining the database backup trigger . . . . . . . . . . . . . . . . . . . . . . . . . . . 198

5.5 Setting the expansion trigger. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 199

5.5.1 Database space trigger . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 200

5.5.2 Recovery log space trigger . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 201

5.6 Mirroring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 202

5.6.1 Database mirroring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 205

5.6.2 Recovery log mirroring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 206

5.7 Removing default volumes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 207

5.7.1 Removing the default database volume . . . . . . . . . . . . . . . . . . . . . 207

5.7.2 Removing the default recovery log volume . . . . . . . . . . . . . . . . . . . 209

5.8 Database backup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 210

5.9 Additional commands . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212

5.9.1 DELETE VOLHIST TYPE=DBBACKUP . . . . . . . . . . . . . . . . . . . . . 212

5.9.2 ESTIMATE DBREORGSTATS . . . . . . . . . . . . . . . . . . . . . . . . . . . . 213

5.10 Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 214

Chapter 6. Data storage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 215

6.1 Example environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 216

6.1.1 Primary storage pools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 217

6.1.2 Copy storage pools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 217

6.2 Devices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 218

6.2.1 Defining a library . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 222

6.2.2 Defining a path to a library . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 223

6.2.3 Defining a drive in a library . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 225

6.2.4 Defining a path to a drive in a library. . . . . . . . . . . . . . . . . . . . . . . . 226

6.2.5 Defining a device class for a library . . . . . . . . . . . . . . . . . . . . . . . . 228

6.2.6 Defining a sequential file device class . . . . . . . . . . . . . . . . . . . . . . 230

6.3 Storage pools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 231

6.3.1 Defining a sequential access tape storage pool . . . . . . . . . . . . . . . 232

6.3.2 Defining a random access disk storage pool . . . . . . . . . . . . . . . . . 233

6.3.3 Defining a sequential access file storage pool . . . . . . . . . . . . . . . . 234

6.3.4 Defining a copy storage pool. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 237

6.3.5 Deleting the default storage pools. . . . . . . . . . . . . . . . . . . . . . . . . . 238

6.4 Storage pool volumes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 239

6.4.1 Defining random access disk volumes . . . . . . . . . . . . . . . . . . . . . . 239

6.4.2 Tape volumes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 241

6.5 Additional commands . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 245

6.5.1 Auditing library contents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 245

viii IBM Tivoli Storage Manager Implementation Guide

6.5.2 Auditing volume contents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 246

6.5.3 Back up a storage pool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 248

6.5.4 Check a tape in to a library . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 250

6.5.5 Check out library volumes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 253

6.5.6 Deleting storage-related objects . . . . . . . . . . . . . . . . . . . . . . . . . . . 255

6.5.7 Mounted volumes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 256

6.5.8 Migration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 257

6.5.9 Moving data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 258

6.5.10 Querying volume contents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 260

6.5.11 Querying occupancy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 260

6.5.12 Rename a storage pool. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 261

6.5.13 Reclamation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 262

6.5.14 SQL commands . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 264

6.6 Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 267

Chapter 7. Data storage policies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 269

7.1 Recommended setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 270

7.1.1 Defining policy domains . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 272

7.1.2 Defining policy sets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 272

7.1.3 Defining management classes . . . . . . . . . . . . . . . . . . . . . . . . . . . . 272

7.1.4 Defining backup copy groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 274

7.1.5 Defining the archive copy group . . . . . . . . . . . . . . . . . . . . . . . . . . . 276

7.2 Verifying policy definitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 277

7.2.1 Backup copy groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 277

7.2.2 Archive copy groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 278

7.3 Validating and activating a policy set . . . . . . . . . . . . . . . . . . . . . . . . . . . 278

7.3.1 Validating the recommended policy sets. . . . . . . . . . . . . . . . . . . . . 278

7.3.2 Activating the recommended policy sets. . . . . . . . . . . . . . . . . . . . . 279

7.3.3 Deleting the STANDARD policy domain . . . . . . . . . . . . . . . . . . . . . 279

7.4 Enforcing your policy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 282

7.5 Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 282

Chapter 8. Managing Tivoli Storage Manager. . . . . . . . . . . . . . . . . . . . . . 283

8.1 Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 284

8.1.1 Administrators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 284

8.1.2 Considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 285

8.1.3 Default environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 285

8.1.4 Recommended administrators . . . . . . . . . . . . . . . . . . . . . . . . . . . . 286

8.1.5 Working with administrators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 288

8.2 Client nodes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 291

8.2.1 Considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 291

8.2.2 Default environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 292

8.2.3 Working with client nodes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 292

Contents ix

8.3 Client option sets. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 298

8.3.1 Considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 298

8.3.2 Default environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 299

8.3.3 Recommended client option sets . . . . . . . . . . . . . . . . . . . . . . . . . . 299

8.3.4 Working with client option sets . . . . . . . . . . . . . . . . . . . . . . . . . . . . 300

8.3.5 Associating a client node with a client option set . . . . . . . . . . . . . . 301

8.4 Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 302

Chapter 9. Licensing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 303

9.1 Licensed features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 304

9.2 Registering licensed features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 305

9.3 Saving your licenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 306

9.4 License compliance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 306

9.5 Monitoring licenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 307

9.5.1 Displaying license information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 307

9.5.2 Auditing licenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 308

9.5.3 Scheduling automatic license audits . . . . . . . . . . . . . . . . . . . . . . . . 308

9.6 Tivoli Storage Manager V5.2 license features. . . . . . . . . . . . . . . . . . . . . 309

Chapter 10. Administrative client. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 311

10.1 Administration Center . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 312

10.1.1 Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 312

10.1.2 Administration Center interface. . . . . . . . . . . . . . . . . . . . . . . . . . . 313

10.2 Administrative client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 316

10.2.1 Code installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 317

10.2.2 Administrative command-line client customization . . . . . . . . . . . . 318

10.2.3 Command-line interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 320

10.3 Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 323

Part 3. Operational details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 325

Chapter 11. Client operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 327

11.1 Running backup operations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 328

11.1.1 Exclude rules preventing some files from being backed up . . . . . 331

11.1.2 UNIX command-line examples and output . . . . . . . . . . . . . . . . . . 333

11.1.3 Windows GUI backup examples . . . . . . . . . . . . . . . . . . . . . . . . . . 342

11.1.4 Additional backup options for Windows . . . . . . . . . . . . . . . . . . . . 344

11.2 Running restore operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 345

11.2.1 UNIX command-line examples and output . . . . . . . . . . . . . . . . . . 348

11.2.2 Windows GUI restore examples . . . . . . . . . . . . . . . . . . . . . . . . . . 354

11.3 Running archive operations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 359

11.3.1 UNIX command-line examples and output . . . . . . . . . . . . . . . . . . 361

11.3.2 Windows GUI archive examples . . . . . . . . . . . . . . . . . . . . . . . . . . 363

11.4 Running retrieve operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 365

x IBM Tivoli Storage Manager Implementation Guide

11.4.1 UNIX command-line examples and output . . . . . . . . . . . . . . . . . . 366

11.4.2 Windows GUI retrieve examples. . . . . . . . . . . . . . . . . . . . . . . . . . 367

11.5 Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 370

Chapter 12. Scheduling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 371

12.1 The wheel of life . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 373

12.2 Administrative schedules. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 374

12.2.1 Defining an off-site backup schedule . . . . . . . . . . . . . . . . . . . . . . 377

12.2.2 Defining the volume history schedules . . . . . . . . . . . . . . . . . . . . . 380

12.2.3 Defining a migration schedule. . . . . . . . . . . . . . . . . . . . . . . . . . . . 382

12.2.4 Defining an expiration schedule . . . . . . . . . . . . . . . . . . . . . . . . . . 382

12.2.5 Defining a reclamation schedule . . . . . . . . . . . . . . . . . . . . . . . . . . 383

12.2.6 Defining a licensing audit schedule. . . . . . . . . . . . . . . . . . . . . . . . 385

12.2.7 Querying administrative events. . . . . . . . . . . . . . . . . . . . . . . . . . . 386

12.3 Client schedules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 386

12.3.1 Defining a client backup schedule. . . . . . . . . . . . . . . . . . . . . . . . . 387

12.3.2 Defining an enhanced client schedule . . . . . . . . . . . . . . . . . . . . . 388

12.3.3 Associating a client with a schedule . . . . . . . . . . . . . . . . . . . . . . . 391

12.3.4 Verifying the client schedules . . . . . . . . . . . . . . . . . . . . . . . . . . . . 392

Chapter 13. Routine tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 395

13.1 Operations staff . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 396

13.2 Server procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 397

13.2.1 Starting the Tivoli Storage Manager server. . . . . . . . . . . . . . . . . . 397

13.2.2 Stopping the Tivoli Storage Manager server. . . . . . . . . . . . . . . . . 401

13.3 Event monitoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 404

13.3.1 Event receivers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 405

13.4 Health monitoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 407

13.4.1 Enabling the ADMIN_CENTER account . . . . . . . . . . . . . . . . . . . . 408

13.4.2 Using Health Monitoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 409

13.5 Operational Reporting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 412

13.5.1 Functions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 412

13.6 Daily sanity checks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 414

13.6.1 Data storage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 417

13.6.2 Client-server activity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 421

13.7 Storage media management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 426

13.7.1 Tape use overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 426

13.7.2 Label and check in tapes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 428

13.7.3 On-site and off-site tape management . . . . . . . . . . . . . . . . . . . . . 430

13.7.4 Moving data from on-site to off-site. . . . . . . . . . . . . . . . . . . . . . . . 433

13.7.5 Off-site tape management to on-site. . . . . . . . . . . . . . . . . . . . . . . 439

13.7.6 Checking volumes into a library . . . . . . . . . . . . . . . . . . . . . . . . . . 440

13.7.7 Reclaiming off-site tapes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 441

Contents xi

13.7.8 Database backup management . . . . . . . . . . . . . . . . . . . . . . . . . . 442

13.8 Error conditions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 445

13.8.1 Tivoli Storage Manager errors. . . . . . . . . . . . . . . . . . . . . . . . . . . . 446

13.8.2 Machine errors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 447

13.9 Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 451

Chapter 14. Advanced operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 453

14.1 Exporting server to server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 454

14.2 Exporting data directly to another server. . . . . . . . . . . . . . . . . . . . . . . . 454

14.2.1 Preparing to export to another server for immediate import . . . . . 455

14.2.2 Exporting administrator information to another server . . . . . . . . . 455

14.2.3 Exporting client node information to another server . . . . . . . . . . . 457

14.2.4 Exporting policy information to another server . . . . . . . . . . . . . . . 458

14.3 Exporting and importing server to server . . . . . . . . . . . . . . . . . . . . . . . 460

14.3.1 Moving a complete node’s data and meta data . . . . . . . . . . . . . . 460

14.3.2 Moving a node’s metadata . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 466

14.4 Moving a node back to an originating server. . . . . . . . . . . . . . . . . . . . . 466

14.4.1 Merging file spaces . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 467

14.4.2 Suggestions for leveraging the export feature . . . . . . . . . . . . . . . 471

14.5 Server groups and remote command routing . . . . . . . . . . . . . . . . . . . . 471

14.6 Reorganizing the database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 473

14.7 Tivoli Storage Manager and TEC integration . . . . . . . . . . . . . . . . . . . . 478

14.8 Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 479

Chapter 15. Performance considerations . . . . . . . . . . . . . . . . . . . . . . . . . 481

15.1 How to measure performance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 482

15.1.1 Network benchmarking . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 483

15.1.2 Tivoli Storage Manager client performance tracing. . . . . . . . . . . . 488

15.1.3 Tivoli Storage Manager server performance tracing . . . . . . . . . . . 492

15.2 Architecture-based performance tuning . . . . . . . . . . . . . . . . . . . . . . . . 495

15.2.1 Database and recovery log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 496

15.2.2 Storage pools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 496

15.2.3 Versioning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 497

15.2.4 Client configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 498

15.2.5 LAN-free backup/restore . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 498

15.3 Tivoli Storage Manager server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 498

15.3.1 Server database and recovery log . . . . . . . . . . . . . . . . . . . . . . . . 498

15.3.2 Transactions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 501

15.3.3 Communication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 502

15.3.4 General parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 504

15.4 Client node . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 506

15.4.1 Transactions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 506

15.4.2 Communication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 508

xii IBM Tivoli Storage Manager Implementation Guide

15.4.3 General parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 509

15.5 System design for performance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 511

15.5.1 PCI busses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 511

15.5.2 Tape busses (SCSI, Fibre) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 511

15.5.3 Disk topology. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 512

15.5.4 System memory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 512

15.5.5 Network . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 512

15.5.6 Tape devices. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 513

15.6 Special performance tips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 513

15.6.1 LAN-free tuning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 513

15.6.2 LTO/DLT tape tuning. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 513

15.6.3 File system volumes versus raw logical volumes . . . . . . . . . . . . . 514

15.6.4 AIX virtual memory system tuning. . . . . . . . . . . . . . . . . . . . . . . . . 514

15.6.5 Use NTFS partitions for the server . . . . . . . . . . . . . . . . . . . . . . . . 516

15.6.6 Journal-based incremental backup . . . . . . . . . . . . . . . . . . . . . . . . 517

15.7 Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 520

Part 4. Advanced topics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 523

Chapter 16. Leveraging SAN environments . . . . . . . . . . . . . . . . . . . . . . . 525

16.1 LAN-free prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 526

16.2 Server setup for LAN-free . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 528

16.2.1 Defining library, drives, and associated paths on the server. . . . . 530

16.2.2 Defining the device class . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 531

16.2.3 Creating primary sequential storage pool for LAN-free. . . . . . . . . 531

16.2.4 Defining policy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 532

16.2.5 LAN-free validation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 533

16.3 Storage Agent setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 534

16.3.1 Device drivers for shared devices . . . . . . . . . . . . . . . . . . . . . . . . . 534

16.3.2 Storage Agent software installation. . . . . . . . . . . . . . . . . . . . . . . . 537

16.3.3 Configuring the Storage Agent . . . . . . . . . . . . . . . . . . . . . . . . . . . 540

16.3.4 Device configuration on the Storage Agent. . . . . . . . . . . . . . . . . . 548

16.4 SAN device discovery support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 552

16.4.1 Recovering from offline paths . . . . . . . . . . . . . . . . . . . . . . . . . . . . 553

16.5 Client LAN-free customization. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 556

16.6 Performing LAN-free operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 558

16.6.1 Determining whether the data movement is LAN-free . . . . . . . . . 560

16.6.2 LAN-free data transfer considerations . . . . . . . . . . . . . . . . . . . . . 562

16.7 Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 562

Chapter 17. Server-free data movement . . . . . . . . . . . . . . . . . . . . . . . . . . 565

17.1 Server-free: What it is and why to use it . . . . . . . . . . . . . . . . . . . . . . . . 566

17.2 Server-free setup requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 568

17.3 Configuration steps: Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 570

Contents xiii

17.4 Setting up server-free data movement . . . . . . . . . . . . . . . . . . . . . . . . . 570

17.4.1 SAN configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 570

17.4.2 SAN zoning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 572

17.4.3 Setting up the SAN Data Gateway (datamover) . . . . . . . . . . . . . . 574

17.4.4 Configuring Tivoli Storage Manager server. . . . . . . . . . . . . . . . . . 575

17.4.5 Configuring the Tivoli Storage Manager Client . . . . . . . . . . . . . . . 579

17.5 Running server-free backup and restore. . . . . . . . . . . . . . . . . . . . . . . . 579

17.6 Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 581

Chapter 18. Network Data Management Protocol (NDMP) . . . . . . . . . . . 583

18.1 NDMP terminology . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 584

18.1.1 Tivoli Storage Manager and NDMP . . . . . . . . . . . . . . . . . . . . . . . 584

18.1.2 NDMP backup for NAS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 584

18.1.3 NDMP support. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 585

18.1.4 Multiple NAS appliances . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 587

Chapter 19. Disaster Recovery Manager. . . . . . . . . . . . . . . . . . . . . . . . . . 589

19.1 Example of a DRM implementation. . . . . . . . . . . . . . . . . . . . . . . . . . . . 590

19.2 DRM setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 591

19.2.1 Register DRM license . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 591

19.2.2 Create a copy storage pool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 592

19.2.3 DRM settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 594

19.2.4 Verifying the settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 598

19.3 Daily operations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 598

19.3.1 Back up primary storage pools to copy storage pool . . . . . . . . . . 600

19.3.2 Backup of Tivoli Storage Manager database . . . . . . . . . . . . . . . . 603

19.3.3 Querying DR media. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 604

19.3.4 Send disaster recovery media off-site. . . . . . . . . . . . . . . . . . . . . . 605

19.3.5 Generate the recovery plan. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 609

19.3.6 Returning expired volumes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 610

19.4 Server restore setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 611

19.4.1 Obtain the latest DR plan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 612

19.4.2 Find a replacement server and storage . . . . . . . . . . . . . . . . . . . . 613

19.4.3 Install the operating system and the server . . . . . . . . . . . . . . . . . 613

19.5 Break out the disaster recovery plan. . . . . . . . . . . . . . . . . . . . . . . . . . . 613

19.5.1 Obtain the recovery volumes . . . . . . . . . . . . . . . . . . . . . . . . . . . . 616

19.5.2 Review the Tivoli Storage Manager macros . . . . . . . . . . . . . . . . . 616

19.5.3 Review the device configuration . . . . . . . . . . . . . . . . . . . . . . . . . . 618

19.5.4 Start the restore Tivoli Storage Manager server scripts . . . . . . . . 620

19.5.5 Restore primary storage pools . . . . . . . . . . . . . . . . . . . . . . . . . . . 625

19.5.6 Summary of example disaster recovery plan . . . . . . . . . . . . . . . . 627

19.6 Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 627

Chapter 20. Bare Machine Recovery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 629

xiv IBM Tivoli Storage Manager Implementation Guide

20.1 Windows Bare Machine Recovery . . . . . . . . . . . . . . . . . . . . . . . . . . . . 630

20.1.1 Collect client machine information for disaster recovery . . . . . . . . 630

20.1.2 Collect partition and logical volume information with diskmap . . . 633

20.1.3 Store system information for DRM access . . . . . . . . . . . . . . . . . . 633

20.1.4 Insert client machine information into DRM . . . . . . . . . . . . . . . . . 634

20.1.5 Use machchar.vbs to insert machine reports into DRM . . . . . . . . 635

20.1.6 Windows systems additional information . . . . . . . . . . . . . . . . . . . 638

20.2 Using SysBack for Bare Machine Recovery . . . . . . . . . . . . . . . . . . . . . 639

20.2.1 An introduction to SysBack . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 641

20.2.2 System installation options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 647

20.2.3 Network boot . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 648

20.2.4 Multivolume backup and tape device support . . . . . . . . . . . . . . . . 650

20.2.5 Partition backup, recovery, and cloning . . . . . . . . . . . . . . . . . . . . 651

20.2.6 Partition backup and reinstallation (system recovery). . . . . . . . . . 651

20.2.7 Cloning backup images between partitions. . . . . . . . . . . . . . . . . . 657

20.2.8 Cloning from a stand-alone system to a partition . . . . . . . . . . . . . 665

20.2.9 License information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 666

20.2.10 Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 667

20.3 Integrating SysBack with Tivoli Storage Manager. . . . . . . . . . . . . . . . . 667

20.3.1 Prerequisites, limitations, and exclusions . . . . . . . . . . . . . . . . . . . 667

20.3.2 Basic setup and configuration tasks . . . . . . . . . . . . . . . . . . . . . . . 670

20.3.3 Creating a Tivoli Storage Manager virtual device . . . . . . . . . . . . . 672

20.3.4 Configuring network boot options for BMR . . . . . . . . . . . . . . . . . . 675

20.3.5 Recovery and system reinstallation from a server . . . . . . . . . . . . 677

Chapter 21. Data Protection configuration on the server . . . . . . . . . . . . 681

21.1 Basic assumptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 682

21.2 Policy creation requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 682

21.2.1 Defining a management class in an existing policy domain . . . . . 682

21.2.2 Defining a new policy domain . . . . . . . . . . . . . . . . . . . . . . . . . . . . 683

21.2.3 Backing up and archiving copygroup considerations . . . . . . . . . . 684

21.3 Register node . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 687

21.4 Server configuration considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . 688

Chapter 22. Tivoli Storage Manager upgrade considerations . . . . . . . . 691

22.1 General upgrade considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 692

22.1.1 Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 692

22.1.2 Clients and Data Protection modules . . . . . . . . . . . . . . . . . . . . . . 694

22.1.3 Storage Agent . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 697

22.2 Server upgrade best practices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 697

22.2.1 Server quiesce . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 698

22.2.2 Backing up important components . . . . . . . . . . . . . . . . . . . . . . . . 698

22.2.3 Upgrading the server. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 699

Contents xv

22.2.4 Testing new updates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 699

22.2.5 Enabling production mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 700

22.3 Performing server upgrades . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 700

22.3.1 Migration on Windows. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 701

22.3.2 Migration on AIX 5L. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 707

22.4 Performing client upgrades . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 715

22.4.1 Windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 715

22.4.2 AIX 5L client upgrade . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 716

22.5 Storage Agent upgrade . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 718

22.5.1 AIX Storage Agent migration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 718

22.5.2 Windows 2003 Storage Agent migration. . . . . . . . . . . . . . . . . . . . 719

22.6 Library migration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 719

Part 5. Appendixes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 721

Appendix A. Planning and sizing worksheets . . . . . . . . . . . . . . . . . . . . . 723

Worksheets grouped in tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 724

Appendix B. Book support material: macros and scripts. . . . . . . . . . . . 729

Macros . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 730

Define administrators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 730

Define client option sets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 731

Define policy structure. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 733

Define schedules. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 735

Define server scripts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 737

Create storage pools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 738

Delete default storage pools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 739

Server options files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 740

AIX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 740

z/OS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 742

Windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 744

Client options files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 746

AIX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 746

NetWare . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 747

Windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 749

Glossary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 751

Abbreviations and acronyms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 757

Related publications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 765

IBM Redbooks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 765

Other publications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 766

Online resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 768

xvi IBM Tivoli Storage Manager Implementation Guide

How to get IBM Redbooks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 770

IBM Redbooks collections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 771

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 773

© Copyright IBM Corp. 1999, 2000, 2003, 2006. All rights reserved. xvii

Figures

1-1 Our IBM Tivoli Storage Manager environment. . . . . . . . . . . . . . . . . . . . . 5

2-1 Tivoli Storage Manager backup/restore scenarios. . . . . . . . . . . . . . . . . 17

2-2 LAN-free data movement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

3-1 Windows Tivoli Storage Manager server installation menu . . . . . . . . . . 79

3-2 Windows reboot system after installation. . . . . . . . . . . . . . . . . . . . . . . . 81

3-3 Server main configuration wizard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83

3-4 ISC and TSM Administration Center: sample figure . . . . . . . . . . . . . . . 85

3-5 InstallShield Wizard for IBM Integrated Solutions Console . . . . . . . . . . 86

3-6 ISC installation: Review and confirm settings . . . . . . . . . . . . . . . . . . . . 87

3-7 ISC installation progress . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88

3-8 InstallShield wizard for Administration Center . . . . . . . . . . . . . . . . . . . . 89

3-9 Administration Center installation: Confirm . . . . . . . . . . . . . . . . . . . . . . 90

3-10 TSM Administration Center installation: success. . . . . . . . . . . . . . . . . . 91

4-1 Difference between a local and Web-based restore . . . . . . . . . . . . . . . 99

4-2 Web backup-archive client main window . . . . . . . . . . . . . . . . . . . . . . . 100

4-3 Tivoli Storage Manager lab setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102

4-4 Backup-archive client installation packages . . . . . . . . . . . . . . . . . . . . 109

4-5 Client code destination. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110

4-6 Client setup type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111

4-7 Completion of client installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112

4-8 Java GUI client configuration wizard . . . . . . . . . . . . . . . . . . . . . . . . . . 122

4-9 Server name definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123

4-10 Client/Server communication method screen . . . . . . . . . . . . . . . . . . . 124

4-11 Setting up communication parameters . . . . . . . . . . . . . . . . . . . . . . . . 125

4-12 Client node name configuration screen . . . . . . . . . . . . . . . . . . . . . . . . 126

4-13 Completing client configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127

4-14 UNIX Tivoli Storage Manager client login . . . . . . . . . . . . . . . . . . . . . . 127

4-15 Client Configuration Wizard startup window . . . . . . . . . . . . . . . . . . . . 130

4-16 Windows create options file . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131

4-17 Windows client nodename . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132

4-18 Client-server communication method . . . . . . . . . . . . . . . . . . . . . . . . . 133

4-19 TCP/IP parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134

4-20 Recommended Include/Exclude List . . . . . . . . . . . . . . . . . . . . . . . . . . 135

4-21 Common File Exclusion Selection . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136

4-22 Specifying domains for incremental and image backups. . . . . . . . . . . 137

4-23 Completion of client configuration wizard . . . . . . . . . . . . . . . . . . . . . . 138

4-24 Windows Tivoli Storage Manager client login . . . . . . . . . . . . . . . . . . . 138

4-25 Configuring the Web client selection . . . . . . . . . . . . . . . . . . . . . . . . . . 139

xviii IBM Tivoli Storage Manager Implementation Guide

4-26 Installing a new Web client screen panel. . . . . . . . . . . . . . . . . . . . . . . 140

4-27 Selection of the Web services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141

4-28 Choose the path and file name of the options file . . . . . . . . . . . . . . . . 142

4-29 Enter a Web Client Acceptor port number . . . . . . . . . . . . . . . . . . . . . . 143

4-30 Enter the client’s node name and password . . . . . . . . . . . . . . . . . . . . 144

4-31 Selection panel for the account and startup options . . . . . . . . . . . . . . 145

4-32 Select the name of the client agent . . . . . . . . . . . . . . . . . . . . . . . . . . . 146

4-33 Choose whether to allow remote access to the Web client . . . . . . . . . 147

4-34 Choose whether to start the service after the wizard completes . . . . . 148

4-35 Completion panel for the Web client configuration . . . . . . . . . . . . . . . 149

4-36 That is all for this wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149

4-37 Installing a new client TSM Scheduler Wizard selection . . . . . . . . . . . 150

4-38 Choosing the name and location of the client scheduler . . . . . . . . . . . 151

4-39 Select the option file to use . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152

4-40 Supply the client node name and password . . . . . . . . . . . . . . . . . . . . 153

4-41 Choose the Windows account and starting options for the client . . . . 154

4-42 Defining schedule and error log names . . . . . . . . . . . . . . . . . . . . . . . . 155

4-43 Startup choice once the wizard has completed . . . . . . . . . . . . . . . . . . 156

4-44 Configuration completion panel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157

4-45 Scheduler installed. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157

4-46 Installing a new journal engine. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158

4-47 Choose the file systems that are to be journaled. . . . . . . . . . . . . . . . . 159

4-48 Specify the location for the journal database . . . . . . . . . . . . . . . . . . . . 160

4-49 Journal engine notification filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161

4-50 Journal database maximum size panel . . . . . . . . . . . . . . . . . . . . . . . . 162

4-51 Login properties for the journal service . . . . . . . . . . . . . . . . . . . . . . . . 163

4-52 Start up service after the wizard completes . . . . . . . . . . . . . . . . . . . . . 164

4-53 Journal service completion wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165

4-54 Journal engine successfully installed panel . . . . . . . . . . . . . . . . . . . . . 165

4-55 Install panel for the online image support . . . . . . . . . . . . . . . . . . . . . . 166

4-56 Successful configuration of online image support . . . . . . . . . . . . . . . . 167

4-57 Installation of the Logical Volume Snapshot Agent panel . . . . . . . . . . 167

4-58 Successfully completed panel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168

4-59 Windows GUI client interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 172

4-60 Java-based backup-archive client GUI interface . . . . . . . . . . . . . . . . . 173

4-61 Client scheduler service is running on a machine . . . . . . . . . . . . . . . . 176

4-62 Changing startup behavior of the client scheduler service in Windows 180

4-63 Platform-independent Web client. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184

4-64 Web client login dialog box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184

5-1 Tivoli Storage Manager database volumes . . . . . . . . . . . . . . . . . . . . . 190

5-2 Recovery log volumes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 194

5-3 Database and recovery log mirroring. . . . . . . . . . . . . . . . . . . . . . . . . . 203

6-1 Storage pool hierarchy for our recommended setup . . . . . . . . . . . . . . 216

Figures xix

7-1 Sample policy definitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 271

10-1 ISC login screen. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 313

10-2 Administration Interface welcome window . . . . . . . . . . . . . . . . . . . . . . 314

10-3 Server environment overview and health status . . . . . . . . . . . . . . . . . 315

10-4 Java-based command line administrative interface . . . . . . . . . . . . . . . 316

10-5 Using InstallShield Wizard to install the administrative client interface 318

11-1 Windows backup GUI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 342

11-2 Estimate function . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 343

11-3 Backup report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 343

11-4 Windows 2000 system object backup . . . . . . . . . . . . . . . . . . . . . . . . . 345

11-5 Windows restore GUI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 354

11-6 Point-in-time restore function . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 355

11-7 Restore options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 356

11-8 Restore destination options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 357

11-9 Restore report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 358

11-10 System object restore . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 359

11-11 Windows archive GUI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 363

11-12 Archive options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 364

11-13 Archive report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 365

11-14 Windows retrieve GUI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 367

11-15 Retrieve options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 368

11-16 Retrieve destination . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 369

11-17 Retrieve report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 370

12-1 Scheduling of operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 374

12-2 Enhanced schedule repetition, day of week, ISC panel. . . . . . . . . . . . 390

12-3 Enhanced schedule, week of month, ISC panel . . . . . . . . . . . . . . . . . 390

13-1 Tivoli Storage Manager management monitor option . . . . . . . . . . . . . 399

13-2 Server Properties view showing Administrators. . . . . . . . . . . . . . . . . . 408

13-3 ADMIN_CENTER account update pwd and Lock box unchecked . . . 409

13-4 Health monitor menu selection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 410

13-5 Defining the Health Monitor password and refresh interval . . . . . . . . . 411

13-6 Health monitor details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 411

13-7 IBM Tivoli Operational Reporting result . . . . . . . . . . . . . . . . . . . . . . . . 413

13-8 How Tivoli Storage Manager tapes are processed . . . . . . . . . . . . . . . 428

13-9 On-site and off-site distinction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 431

13-10 IBM Tivoli Storage Manager and tape life cycle. . . . . . . . . . . . . . . . . . 432

13-11 Tivoli Storage Manager tape processing . . . . . . . . . . . . . . . . . . . . . . . 433

13-12 IBM Tivoli Storage Manager error entries in Windows Event Viewer. . 450
13-13 Detailed event information of an IBM Tivoli Storage Manager error . . 451

14-1 Server-to-server lab setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 461

15-1 Tivoli Storage Manager volume definitions . . . . . . . . . . . . . . . . . . . . . 497

15-2 Tivoli Storage Manager tunables overview . . . . . . . . . . . . . . . . . . . . . 521

16-1 SAN lab environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 527

xx IBM Tivoli Storage Manager Implementation Guide

16-2 Windows device manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 535

16-3 Correctly identified devices in Windows Device Manager . . . . . . . . . . 536

16-4 Registry settings for MaximumSGList in Windows 2000 . . . . . . . . . . . 537

16-5 Storage Agent and Device Driver installation screen. . . . . . . . . . . . . . 538

16-6 Windows Storage Agent customer information . . . . . . . . . . . . . . . . . . 538

16-7 Windows Storage Agent setup type . . . . . . . . . . . . . . . . . . . . . . . . . . . 539

16-8 Storage Agent initialization wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . 541

16-9 Storage Agent configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 542

16-10 Tivoli Storage Manager server details . . . . . . . . . . . . . . . . . . . . . . . . . 543

16-11 Storage Agent service configuration . . . . . . . . . . . . . . . . . . . . . . . . . . 544

16-12 Running Storage Agent service in Windows Services . . . . . . . . . . . . . 545

16-13 Backup of c:\console directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 558

16-14 Backup status window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 559

17-1 Server-free data movement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 567

17-2 SAN network . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 571

17-3 Server-free SAN zoning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 572

17-4 StorWatch SAN configuration overview . . . . . . . . . . . . . . . . . . . . . . . . 573

17-5 Server-free client backup in process . . . . . . . . . . . . . . . . . . . . . . . . . . 580

17-6 Server-free backup server status query. . . . . . . . . . . . . . . . . . . . . . . . 580

17-7 Tivoli Storage Manager server-free client restore in process . . . . . . . 581

18-1 NDMP operations and Tivoli Storage Manager interactions . . . . . . . . 585

19-1 DRM lab setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 590

19-2 DRM media states and life cycle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 599

19-3 Primary pool backup and server database backup . . . . . . . . . . . . . . . 608

19-4 Disaster recovery plan generation . . . . . . . . . . . . . . . . . . . . . . . . . . . . 609

19-5 Server restoration process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 612

20-1 Insert machine characteristics using Admin Center. . . . . . . . . . . . . . . 635

20-2 Two-way pull backup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 643

20-3 Three-way pull backup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 644

20-4 MIrrors split by the Offline Mirror Backup feature . . . . . . . . . . . . . . . . 645

20-5 Stacked full system (installation image) backup tape layout . . . . . . . . 646

20-6 Classic network boot relationships. . . . . . . . . . . . . . . . . . . . . . . . . . . . 649

20-7 NIM resource network boot relationships. . . . . . . . . . . . . . . . . . . . . . . 650

20-8 Local backup to tape . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 652

20-9 Remote backup to tape and network boot of partition . . . . . . . . . . . . . 654

20-10 Local backup to CD/DVD and using that image for a new partition . . . 659

20-11 Remote backup, remote install, and network boot. . . . . . . . . . . . . . . . 661

20-12 Stand-alone system interaction with a partition . . . . . . . . . . . . . . . . . . 666

22-1 Windows lab environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 701

22-2 Migration failure due to running server process. . . . . . . . . . . . . . . . . . 703

22-3 Automatic server instance upgrade during migration. . . . . . . . . . . . . . 703

22-4 Device driver upgrade requires reboot of the machine . . . . . . . . . . . . 704

22-5 Updating the server instance: applying the patch level . . . . . . . . . . . . 706

Figures xxi

22-6 AIX lab environment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 708

xxii IBM Tivoli Storage Manager Implementation Guide

© Copyright IBM Corp. 1999, 2000, 2003, 2006. All rights reserved. xxiii

Notices

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xxiv IBM Tivoli Storage Manager Implementation Guide

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© Copyright IBM Corp. 1999, 2000, 2003, 2006. All rights reserved. xxv

Preface

This IBM® Redbook describes how to integrate, install, configure, and operate
the very latest IBM Tivoli® Storage Manager in heterogeneous environments.

You will learn how to implement and operate IBM Tivoli Storage Manager. You
should already have a conceptual understanding of IBM Tivoli Storage Manager.
We show you how to set up and implement the software, covering basic and
advanced topics for Windows-based, AIX®-based, and Linux-based operating
system platforms.

We demonstrate how to handle all of the important tasks necessary to protect
your business: planning, client and server installation, operations, performance
considerations, SAN environments, NDMP, and much more.

This practical guide is intended for these audiences: system administrators, new
to IBM Tivoli Storage Manager, who are asked to commence a basic IBM Tivoli
Storage Manager implementation for the very first time; as well as administrators
who want to learn more about the basic and advanced components and their
implementation. This book is also a very valuable resource if you are planning to
become a certified IBM Tivoli Storage Manager consultant.

A companion redbook, IBM Tivoli Storage Management Concepts, SG24-4877,
is available. It covers concepts, architecture, and systems management features
of IBM Tivoli Storage Manager and shows complementary products available.
That book is a useful general introduction for people who have had no previous
exposure to IBM Tivoli Storage Manager.

The team that wrote this redbook

This redbook was produced by a team of specialists from around the world
working at the International Technical Support Organization, San Jose Center.

Charlotte Brooks is an IBM Certified IT Specialist and Project Leader for
Storage Solutions at the International Technical Support Organization, San Jose
Center. She has 15 years of experience with IBM in storage hardware and
software support, deployment, and management. She has written many IBM
Redbooks™, and has developed and taught IBM classes in all areas of storage
and storage management. Before joining the ITSO in 2000, she was the
Technical Support Manager for Tivoli Storage Manager in the Asia Pacific
Region.

xxvi IBM Tivoli Storage Manager Implementation Guide

Peter McFarlane is an IT Infrastructure Consultant for andersenIT in Brisbane,

Australia. He is a certified Tivoli Storage Manager Consultant and AIX Technical
Expert. He has 28 years of experience in IT, including 22 years on UNIX
platforms and 10 years on AIX and Tivoli Storage Manager. His areas of
expertise include high availability, disaster recovery, and storage management.
He is a certified Tivoli Storage Manager instructor. He is an author of the IBM
Redbook IBM Versatile Storage Server™, SG24-2221.

Norbert Pott is an IBM Tivoli Storage Manager Support Specialist in Germany.
He works for the Tivoli Storage Manager back-end support team and provides
support to customers worldwide. He has 24 years of experience with IBM, over
15 years of experience in IT, and more than 10 years of experience in the Tivoli
Storage Manager product, starting with then ADSM Version 2.1.5. His areas of
expertise include Tivoli Storage Manager client development skill and in-depth
knowledge when it comes to problem determination. He is an author of the IBM
Redbook IBM Tivoli Storage Manager Version 5.3 Technical Workshop
Presentation Guide, SG24-6774.

Eduardo Tomaz is an IT Specialist for IBM Global Services in Brazil, supporting
IBM international accounts. He has five years of experience with IBM and Tivoli
Storage Manager. His areas of expertise include consulting, planning, and
implementation of IBM Tivoli Storage Manager backup solutions, storage
management, and IBM Tivoli Data Protections for ERP, Mail, Database and
Storage Agent for UNIX and Windows. He is an IBM Certified Deployment
Professional - Tivoli Storage Manager V5.2 and V5.3, and IBM Certified Storage
Administrator - Tivoli Storage Manager V5.

Martin Trcka is an IT Consultant at GC System a.s., an IBM Business Partner in
the Czech Republic. He has eight years of experience in the IT field. His areas of
expertise include data protection, pSeries® and AIX, and highly available
clusters. He holds several certifications, including IBM Certified Deployment
Professional - Tivoli Storage Manager 5.2, IBM Certified Advanced Technical
Expert for pSeries and AIX 5L™, and IBM eServer™ Certified Systems Expert ­pSeries HACMP™ for AIX 5L.

Thanks to the following people for their contributions to this project:

Jason Basler and Ashish Agarwal developed and provided Chapter 17,
“Server-free data movement” on page 565.

Jennifer Davis developed and provided the sections 20.2, “Using SysBack for
Bare Machine Recovery” on page 639, and “Integrating SysBack™ for System
Backup and Recovery with Tivoli Storage Manager”.

The authors of the previous editions of this redbook are Aezil Andal, Arnold
Balingit, Ross Battaglia, Charlotte Brooks, Dan Edwards, J.P. Houle, Mathis

Preface xxvii

Landzettel, Armando Lemos da Silva Filho, Rod MacLeod, Andy Pattinson,
Patrick Randall, Holger Speh, Phil Thomas, and Roland Tretau.

Thanks to the following people for their invaluable contributions to this project:

Emma Jacobs, Deanna Polm, Sangam Racherla, Julie Czubik
International Technical Support Organization

Betsy Colby, Mike Dile, Diana Duan, Rob Elder, Del Hoobler, Tricia Jiang, Holly
King, Randy Larson, Len Ling, Zong Ling, Steven John Mann, Urs Moser,
Charles Nichols, Kathy Pang, Brian Pendergrass, Rosa Plaza, Deanna Shaw,
Jim Smith, John Viksne, Chris Zaremba
IBM Tivoli Storage Manager Development and Marketing, IBM US

Monika Doshi, Nicholas Wilhelm-Olsen, Chris Lueth
Network Appliance, Inc.

Figure 1 The team: Eduardo, Martin, Peter, Charlotte, and Norbert

xxviii IBM Tivoli Storage Manager Implementation Guide

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