IBM Tivoli Storage Manager Owner's Manual

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IBM Tivoli Storage Manag e r for System B acku p and Recovery

Installation and User’s Guide

Version 5 Release 6



GC32-9076-01

IBM Tivoli Storage Manag e r for System Backup and Recovery

Installation and User’s Guide

Version 5 Release 6



GC32-9076-01

Second Edition (April 2003)

This edition notice applies to the IBM Tivoli Storage Manager for System Backup and Recovery Version 5 Release 6 (program number 5698-SYS) and to any subsequent releases until otherwise indicate in new editions or technical newsletters.

This edition replaces GC32-9076-00. IBM Tivoli Storage Manager for System Backup and Recovery will be referred to as “SysBack” in certain text within this document.

The following paragraph does not apply to the United Kingdom or any country where such provisions are inconsistent with local law: INTERNATIONAL BUSINESS MACHINES CORPORATION PROVIDES THIS

MANUAL “AS IS” WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESSED OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE. Some states do not allow disclaimer of expressed or implied warranties in certain transactions; therefore, this statement may not apply to you.

This publication could include technical inaccuracies or typographical errors. Changes are periodically made to the information herein; these changes will be incorporated in new editions of this publication. IBM may make improvements and/or changes in the product(s) and/or program(s) described in this publication at any time.

Requests for copies of this publication and for technical information about IBM products should be made to your sales office or the IBM Branch Office serving your locality.

You feedback is important in helping to provide the most accurate and high quality information. If you have comments about this book or any other IBM Tivoli Storage Manager documentation, please see “Contacting Customer Support” on page ix.

IBM and AIX are registered trademarks of International Business Machines Corporation.

US Government Users Restricted Rights - Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp.

US Government Users Restricted Rights – Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp.

IBM Tivoli Storage Manager for System

Backup and Recovery Overview ....vii

About This Book...........ix

Who Should Read This Publication ......ix

IBM Tivoli Storage Manager for System Backup and

RecoveryDocumentation..........ix

Conventions Used in This Book ........ix

Contacting Customer Support ........ix

Chapter 1. Installation ........1-1

System Requirements ...........1-1

HardwareRequirements.........1-1

SoftwareRequirements.........1-1

Upgrading from System Backup and Recovery for

AIX-SysBack.............1-2

ProcedureforInstallationfromCD-ROM....1-2

Accessing the Online Documentation .....1-3

Chapter 2. SMIT Overview ......2-1

Accessing the IBM Tivoli Storage Manager for

System Backup and Recovery ........2-1

How the SysBack Menus are Organized ....2-2

Backup&RecoveryOptions.......2-2

ConfigurationOptions.........2-2

TapeDrives.............2-3

Utilities ..............2-4

Device Selector Screens ..........2-4

Backups to Disk Image Files ........2-6

Backup, List, Verify and Restore Command Output

Screen................2-7

SMITHelpScreens ...........2-9

SMITFastpaths.............2-9

Obtaining Command Line Options from SMIT . . 2-9

Chapter 3. License Configuration . . . 3-1

Chapter 4. Performing Backups....4-1

Understanding Incremental Backups ......4-1

Understanding Pull Backups ........4-3

Backing up the System (Installation Image) . . . 4-3

Backing up Volume Groups ........4-10

Backing up File systems .........4-16

BackingupLogicalVolumes........4-21

Backing up Files or Directories .......4-25

Understanding Exclude List Processing on Backup

Operations..............4-30

UsingSysBackwithFireWalls.......4-30

Backup Return Code Processing .......4-31

Unattended Backups Running in the Background 4-32

Chapter 5. Backups to CD or DVD. . . 5-1

Requirements .............5-1

Software..............5-1

Hardware..............5-1

ImportantConsiderations.........5-2

Space ...............5-2

Limitations.............5-3

Media...............5-3

Speed...............5-3

Initiating the Backup ...........5-3

Initiating a Restore............5-4

Boot and Installation ...........5-4

Command Syntax and SMIT Menus ......5-6

Chapter 6. Offline Mirror Backups. . . 6-1

Purpose...............6-1

Restrictions ..............6-1

Performing an Offline Mirror Backup .....6-2

Maintaining Backup Command Files......6-5

Maintenance Utilities ...........6-7

Synchronizing Stale Partitions .......6-7

Recover from a Failed or Aborted Offline

MirrorBackup............6-10

Command Syntax and SMIT Menus .....6-11

Manual Recovery ............6-13

Chapter 7. Local User Access ....7-1

Understanding Local User Access Permissions . . 7-1 Adding or Changing Local User Device/Directory

Access ................7-2

Listing User Access ...........7-4

Removing User Access ..........7-4

Chapter 8. Remote Services .....8-1

Understanding Remote Host and User Access

Permissions ..............8-2

Backing Up, Listing, Verifying, or Restoring from

Remote Backup Devices ..........8-4

Configure Remote Services .........8-4

Adding or Changing Client Host Access to This

Server................8-4

Listing Client Access ...........8-7

Removing Client Access ..........8-7

Adding or Changing the List of Remote Backup

Servers ...............8-8

Listing Remote Backup Servers .......8-10

Changing Remote Access Checking ......8-10

RemovingaRemoteBackupServer......8-11

Remote Commands Access for use with Pull

Backups ...............8-11

Configuring Remote Services in an NIS

Environment .............8-12

Chapter 9. Exclude Lists .......9-1

Adding a File, Directory or Logical Volume to an

ExcludeList..............9-2

Listing Excluded Files or Directories ......9-4

Removing Files or Directories from an Exclude List 9-4

Deleting an Exclude List File ........9-5

Chapter 10. Recreating or Restoring

from Backups ...........10-1

Removing Volume Groups, Logical Volumes, and

Filesystems ..............10-1

Recreating Volume Groups, Logical Volumes, and

Filesystems ..............10-2

Understanding Incremental Restores .....10-7

Restoring Data from a Backup .......10-8

Chapter 11. Changing the Volume Group, Logical Volume and

Filesystem Attributes........11-1

Selecting Physical Volumes for Volume Groups 11-2

Change Physical Volume Attributes ......11-4

Changing Volume Group Attributes......11-4

Selecting Physical Volumes for Logical Volumes 11-8

Changing Logical Volume Attributes .....11-9

Changing Filesystem Attributes .......11-16

Advance Install Options .........11-20

Chapter 12. System Installation and

Maintenance ...........12-1

RecoveryInstallation ..........12-1

No-promptInstallation..........12-1

HandlingInstallationErrors........12-2

The SysBack Installation and Maintenance Menu 12-2

Changing the Installation Device .....12-3

Changing Volume Group & Logical Volume

Information.............12-7

Installing the System with Current Settings 12-8

Utilities Menu ...........12-11

Rebooting the System Menu .......12-18

Chapter 13. Network Boot/Installation

Configuration ...........13-1

Classic Network Boot and NIM Resource Boot 13-1

Classic Boot ............13-1

NIM Resource Boot ..........13-2

Classic Network Boot ..........13-2

Accessing and Configuring the Classic Network

Boot Menus.............13-2

Configuring or Updating a Network Boot

Image ..............13-3

Adding or Changing a Network Boot Client 13-3 Setting the Network Install Client Defaults . . 13-5

Rebuilding Network Boot Images .....13-9

Removing a Network Boot/Install Client . . . 13-9

NIM Resource Boot ...........13-10

Accessing and Configuring the NIM Resource

Menus..............13-10

Installing SysBack into a SPOT Resource. . . 13-10 Querying for SysBack Installation in SPOT

Resource.............13-12

Adding or Changing a Network Boot Client 13-12

Rebuilding Network Boot Images .....13-13

Removing a Network Boot/Install Client 13-13 Initiating an SP Node Boot and Install . . . 13-13

Chapter 14. RS/6000 Scalable POWERParallel Systems

(SP) Boot

and Install Utilities .........14-1

Advantages of the SysBack SP Boot and

Installation Utilities ...........14-1

How SysBack works with NIM on the SP System 14-2

Special Assumptions ...........14-2

Accessing the SP Boot and Install Options . . . 14-3 Completing the Initiate SP Node Boot and Install

Menu................14-3

Unprompted and Prompted Installations ....14-4

TroubleshootingTips ..........14-4

Chapter 15. Integrating to IBM Tivoli

Storage Manager .........15-1

Prerequisites, Limitations, and Exclusions....15-1

BasicSetupandConfigurationTasks.....15-2

Install the API Client .........15-2

Configure the TSM Client System Options File 15-2

Set TSM Environment Variables ......15-3

CreatetheTSMVirtualDevice......15-4

Additional Configuration for Bare Metal

Recovery .............15-4

Creating, Listing, Changing, and Removing the

TSMVirtualDeviceforSysBack.......15-4

CreatingaTSMVirtualDevice......15-4

Listing a TSM Virtual Device .......15-6

Changing the TSM Virtual Device .....15-7

RemovingtheTSMVirtualDevice.....15-9

Performing Backups to a TSM Server .....15-11

Listing and Verifying Backups in a TSM Server 15-11 Querying Backups and TSM Management Classes 15-11

Querying Backups ..........15-11

Querying Current Management Class

Bindings.............15-15

Querying File Spaces on the TSM Server . . 15-16

Binding and Rebinding Backups to TSM

Management Classes ..........15-17

Binding Backups ..........15-17

Rebinding Backups ..........15-18

Excluding Objects from Backups ......15-18

Restoring Backups from a TSM Server ....15-18

Configuring Network Boot Options for a TSM

BareMetalRecovery..........15-18

Bare Metal Recovery and System Reinstallation

fromaTSMServer...........15-21

Additional Information Resources .....15-25

Using Multiple Backup and Restore Sessions 15-25

Problem Determination .........15-26

TheSysBackCommandOutput......15-26

The SysBack Activity Log........15-26

SysBackErrorLogfortheTSMAPI....15-26

DebugOptions...........15-27

Interoperability with System Backup and Recovery for AIX - SysBack Versions 5.1 - 5.4 . . 15-27

Chapter 16. Utilities ........16-1

Displaying SysBack Product Installation History 16-1 Printing or Displaying System Configuration . . 16-2

iv IBM Tivoli Storage Manager for System Backup and Recovery: Installation and User’s Guide

Creating a Bootable Tape (Without Data) ....16-3

Creating a Bootable CD/DVD (Without Data) . . 16-5

Changing SysBack Tape Boot Defaults .....16-9

Changing SysBack CD/DVD Boot Defaults . . . 16-12 Changing the Read Permission on a Disk Image

File................16-16

Creating or Editing an LVM Information File 16-18

Creating a Custom Installation Diskette ....16-19

Changing SysBack Program Defaults .....16-21

BackupFormatSettings........16-22

End of Tape (EOT) Processing Options . . . 16-23

Error Handling Settings ........16-25

SysBack Network Settings .......16-26

Logging ..............16-27

Chapter 17. Copying Backups to a

New Media Type ..........17-1

Copy Backup from Disk Image or CD/DVD to

Tape................17-1

Copy Backup Tape to Backup Disk Image . . . 17-3

Copy Backup Tape to Backup Tape ......17-5

Chapter 18. Listing or Verifying

Backups .............18-1

Listing Backup Contents .........18-1

Verifying Files on System Backup ......18-3

Chapter 19. Activity Logging ....19-1

Accessing the SysBack Logging Menus ....19-1

Changing the SysBack Logging Attributes (Size

andLocation).............19-1

DisplayingtheSysBackLog........19-2

Chapter 20. Scheduled Backups and

Scripts ..............20-1

Scripts ...............20-1

Accessing the Backup Scripts Menu.....20-1

Creating a Backup Script File .......20-1

Changing a Backup Script File ......20-3

Removing a Backup Script File ......20-4

Accessing the Backup Schedules Menus ....20-4

Creating a Backup Schedule .......20-5

Updating a Backup Schedule .......20-6

Listing Backup Schedules ........20-7

RemovingaBackupSchedule.......20-7

Chapter 21. Virtual Devices .....21-1

Types of Virtual Devices .........21-2

Volume Numbering ...........21-2

Autoloaders .............21-3

Adding a Virtual Device .........21-3

Listing Virtual Devices ..........21-5

RemovingaVirtualDevice ........21-5

Chapter 22. Tape Drives ......22-1

Listing tape drives ...........22-1

Configuring a defined tape drive ......22-2

UnconfiguringanAvailableTapeDrive....22-2

Changing Tape Drive Characteristics .....22-2

Unloading or Ejecting a Tape from the Drive . . 22-3

Appendix A. Commands.......A-1

cfgremrootaccess ............A-2

chimagefile ..............A-4

chinstclient ..............A-6

cfglocaccess .............A-10

cfgremaccess .............A-12

cfgremserver .............A-15

cfgremsvs..............A-17

cfgvirdev..............A-18

chexcludelist .............A-20

editlvminfo .............A-22

getlvminfo ..............A-23

lscfginfo...............A-27

mkdirback..............A-29

mkjfsback..............A-33

mklvback ..............A-37

mksbnetboot .............A-41

mkvgback ..............A-45

mkvginfo ..............A-49

readsbheader.............A-53

remakevg..............A-55

sbalog...............A-58

sbclient ...............A-59

sbcomp and sbuncomp..........A-62

sbcron...............A-63

sbdevice ..............A-65

sbejecttape ..............A-67

sbeot................A-68

sbfwd...............A-69

sbread...............A-71

sbscript ...............A-74

sbspboot ..............A-76

sbspotcust..............A-77

sbtsmdevice.............A-79

sbtsmlist ..............A-81

sbtsmnetcfg .............A-83

sbwrite ...............A-85

sysback...............A-90

sysrestore ..............A-96

Appendix B. Booting a System for SysBack Installation or Maintenance . B-1

Initiating the boot process .........B-1

Common Hardware Reference Platform (uni or

multi-processor) ...........B-1

Microchannel-based RISC System/6000

(uniprocessor) ............B-1

Microchannel-based RISC System/6000 SMP

(multiprocessor) ...........B-2

PCI-based (RSPC) RISC System/6000 (uni or

multi-processor) ...........B-3

Initiating the Network Boot.........B-4

Completing the Boot Process ........B-4

Troubleshooting a Network Boot .......B-5

Determining the Network Adapter Hardware

Address ..............B-5

Appendix C. LEDS .........C-1

Contents v

Appendix D. Creating Scripts for Customizing the System Backup and

Install Process ...........D-1

Script Names .............D-1

Post-Installation Scripts ..........D-3

Sample Scripts .............D-3

IBM 7331 8mm Tape Library ........E-2

IBM 7332 4mm Tape Library ........E-3

Other Tape Libraries or Autoloaders ......E-3

IBM 7133 Serial Storage Architecture (SSA) disk

subsystem ..............E-3

IBM 7135 RAIDiant Array .........E-4

IBM 7137 and Other RAID Devices ......E-4

Appendix E. Device/System-Specific

Information ............E-1

IBM 7208 8mm Tape Drives ........E-1

IBM 3490, Magstar

OtherTapeDrives............E-2

, DLT and LTO Tape Drives E-1

Appendix F. Accessibility ......F-1

Appendix G. Notices ........G-1

Trademarks..............G-3

vi IBM Tivoli Storage Manager for System Backup and Recovery: Installation and User’s Guide

IBM Tivoli Storage Manager for System Backup and Recovery Overview

IBM Tivoli Storage Manager for System Backup and Recovery (also known as

“SysBack”) provides system administrators and other system users with a simple, efficient way to backup and recover data from a command line or a SMIT menu-driven interface. SysBack lets you recover all or part of the system. SysBack is also flexible; you can install one system installation image to another system with either identical or different hardware configurations, called “cloning”

SysBack features let you:

v Create various types of backups, including:

– Full system (installation image)

– Volume groups

– Logical volumes (raw data)

– Filesystems

– Specific directories or files

v Incrementally backup and restore data.

v Perform “power” system backups that enable faster backup and restore times by

backing up all data as raw logical volumes and heighten read/write performance while reducing CPU usage.

v Perform backups to locally attached tape drives or files on disk and remote

hosts across the network.

v Selectively exclude specific files, directories, filesystems, or logical volumes from

backups.

v Centrally manage backup clients using “pull” backups from a single server.

v Create backup scripts for easy automation.

v Define backup schedules for easy automation.

v Execute pre and post-backup scripts that enable environment-specific task

automation, including halting database applications before beginning a backup.

v Perform backups to multiple sequential devices, automatically continuing the

backup on the next device when the first is full and minimizing manual intervention when autoloading libraries are not available.

v Perform backups to multiple parallel devices, called “striping,” which lets you

complete a single backup in a fraction of the normal time.

v Create multiple copies of a single backup to different devices in approximately

the same time it takes for a single copy.

v View progress status indicators that display estimated backup or restore sizes,

times, performance estimates and a completion percentage estimate.

v Receive completion status logs on all backup, list and verification operations.

v Use SMIT menus to configure SysBack options, which let you backup and

restore volume groups, logical volumes, filesystems, directories, or files and list and verifying backup images.

v Use sequential autoloading devices to minimize manual intervention and tape

loading operations.

v “Stack” multiple backups on a single tape for all backup types.

v Reinstall the system to its original device configuration, including the volume

group and logical volume placement on disk and attached devices, using Full System (Installation) Image to the same or different system (also called “cloning”).

v Install the system from local boot/installation media or from a TSM server.

v Perform a network boot or installation to alleviate the need for local boot or

installation media using SysBack functions or existing Network Installation Manager (NIM) resources.

v Perform Recovery Installation that restores only the base operating system (root

and /usr filesystems) without affecting other data in the rootvg or other volume groups.

v Preserve multi-copied (mirrored) or striped logical volumes on recreate.

v Import, ignore, or recreate/restore each volume group or logical volume from a

single backup media during installation.

v Retain exact partition placement of logical volumes or make contiguous

partitions of any that have become fragmented; this will improve I/O performance on recreate.

v Execute post-installation scripts to perform environment specific tasks.

v Use post-installation to remove SysBack or network configuration after cloning a

backup image to a different machine or to indicate the location of installation media for automatically installing device support to the new machine.

v Set network and tape boot defaults to minimize, and often eliminate, the need

for user prompting during an installation.

v Edit or change the physical location and attributes of volume groups, logical

volumes, and filesystems during recreation.

v Restore data at the volume group, logical volume, filesystem, directory or file

level.

v Interactively select files to restore by letting you specify a filelist, use a search

word or use a wildcard to narrow the list.

v Exclude select filesystems or logical volumes during restore operations.

viii IBM Tivoli Storage Manager for System Backup and Recovery: Installation and User’s Guide

About This Book

This book contains information on configuring and using IBM Tivoli Storage Manager for System Backup and Recovery (also known as “SysBack”). The book contains instructions on using the System Management Interface Tool (SMIT) menus for performing backups as well as a commands reference to perform SysBack functions without the SMIT menus.

Who Should Read This Publication

This book is intended for system administrators responsible for managing the AIX operating system on RS/6000®or pSeries™systems. Readers of this book are expected to have a basic understanding of the SMIT menus and have already configured devices for backing up the operating system. Readers should also be familiar with the general layout of the AIX system, including an understanding of the volume groups, logical volumes, and filesystems.

IBM Tivoli Storage Manager for System Backup and Recovery Documentation

IBM posts publications for this and all other Tivoli products, as they become available and whenever they are updated, to the Tivoli Information Center Web site. You can access updated publications in the Tivoli Information Center from the following Customer Support for Tivoli products Web site:

http://publib.boulder.ibm.com/tividd/td/tdprodlist.html

Conventions Used in This Book

The following highlighting conventions are used in this book:

Bold Identifies command, keywords, files, directories, and other items

whose names are predefined by the system.

Italics Used for emphasis and to identify parameters whose actual names

or values are to be supplied by the user.

Monospace Identifies examples of specific data values, text similar to what you

might see displayed, messages from the system, or information you should actually type.

Contacting Customer Support

For support of this or any Tivoli product, you can contact Tivoli Customer Support in one of the following ways:

v Visit the Storage Manager technical support Web Site at:

http://www.ibm.com/software/sysmgt/products/support/

v Submit a problem management report record (PMR) electronically at

IBMSERV/IBMLINK. You can access IBMLINK at: http://www2.ibmlink.ibm.com

v Submit a problem management record (PMR) electronically at:

http://www.ibm.com/software/support/probsub.html

v Customers in the United States can also call 1-800-IBM-SERV.

v International customers should consult the web site for customer support

telephone numbers.

v You can also review the IBM Software Support Guide which is available on our

web site at: http://techsupport.services.ibm.com/guides/handbook.html

x IBM Tivoli Storage Manager for System Backup and Recovery: Installation and User’s Guide

Chapter 1. Installation

To install IBM®Tivoli®Storage Manager for System Backup and Recovery, also know as, SysBack™, you must have the prerequisite software installed on your system.

System Requirements

Hardware Requirements

SysBack supports the following hardware:

v IBM Eserver pSeries™and RS/6000®systems, including RS/6000 SP

environments, and systems capable of the logical partitioning of AIX®.

v Eserver pSeries Cluster 1600 systems using the PSSP option

Software Requirements

The following software is required to use SysBack:

v AIX V4.3.0 or later, AIX 5L V5.1, or V5.2

v If you will be using the TSM Integration feature, you will also need:

– A previously configured TSM server must be at level 5.1.5 or higher.

– The 32-bit TSM API client must be installed and at level 5.1.5 or higher

– The TSM node name used for SysBack backups must be registered on the

TSM server and configured to use the passwordaccess generate option.

™

Note: This feature is not available in SysBack versions less than 5.6.

v The bos.sysmgt.sysbr fileset.

v If you will be using the Remote Services functions of SysBack, install the

following:

– bos.rte.net

– bos.net.tcp.client

v If you will be using the Classic Network Boot functions for the Network

Installs, install bos.net.nfs.client

v If you will be using the NIM Resource Network Boot functions for Network

Installs, the NIM environment and resources must first be installed and configured in the desired locations for SysBack to use these resources. For information on installing and configuring NIM, see the book, Network Installation

Management Guide and Reference

v If you will be using SysBack on SP or Cluster 1600 systems, you must be using

PSSP level 3.4 or 3.5.

Note: At this time, SysBack does not include support for Eserver pSeries

Cluster1600 systems using the CSM option available in AIX 5.2.

v When AIX is installed, the following are installed automatically with the system

and may not be removed in order for SysBack to function properly:

– bos.rte.bosinst

– bos.rte.archive

– bos.rte.libnetsvc (when using Network Install functions)

v If you will be using the CD / DVD backup feature, please refer to Chapter 5,

“Backups to CD or DVD”, on page 5-1 for additional requirements specific to this feature.

Upgrading from System Backup and Recovery for AIX - SysBack

If you are upgrading from System Backup and Recovery for AIX - SysBack versions 5.1.x, 5.2.x, 5.3.x, or 5.4.x, you will not need to uninstall it before installing the IBM Tivoli Storage Manager for System Backup and Recovery (SysBack) version 5.5 or 5.6 product.

The installation process for IBM Tivoli Storage Manager for System Backup and Recovery will preserve any previous configurations, as well as, to automatically make the sysback.rte fileset obsolete.

Procedure for Installation from CD-ROM

After the prerequisite software is installed:

1. Log in as a root user. You will see the following:

IBM AIX Operating System (c) Copyright IBM Corp. 19XX, 19XX (/dev/console) login: root

2. Insert the IBM Tivoli Storage Manager for System Backup and Recovery

installation CD into the CD-ROM drive.

3. Type the AIX command smitty install.

™

Note: This command invokes the System Management Interface Tool (SMIT),

which presents a menu-driven environment for the installation process. The argument install is a fastpath that takes you directly to the software installation process. The menu selections differ from one version and release of the operating system to another, so menu selections displayed on your system may differ slightly.

4. From the Software Installation and Maintenance menu, select Install and

Update Software.

5. Select Install and Update from the LATEST Available Software.

6. At the INPUT device/directory for software prompt, type the device name of

the CD-ROM drive. For example, /dev/cd0.

7. The following screen is displayed:

1-2 IBM Tivoli Storage Manager for System Backup and Recovery: Installation and User’s Guide

Install and Update from LATEST Available Software

Type or select values in entry fields. Press Enter AFTER making all desired changes.

* INPUT device/directory for software /dev/cd0 * SOFTWARE to install [_all_latest] +

PREVIEW only? (install operation will NOT occur) no + COMMIT software updates? yes + SAVE replaced files? no + AUTOMATICALLY install requisite software? yes + EXTEND file systems if space needed? yes + OVERWRITE same or newer versions? no + VERIFY install and check file sizes? no + Include corresponding LANGUAGE filesets? yes + DETAILED output? no + Process multiple volumes? yes +

F1=Help F2=Refresh F3=Cancel F4=List F5=Reset F6=Command F7=Edit F8=Image F9=Shell F10=Exit Enter=Do

Figure 1-1. The Install and Update from Latest Available Software Menu

[Entry Fields]

8. To install the SysBack product, accept the default settings.

To install individual filesets, highlight Software to install and press F4. Individually, select the filesets to install.

Notes:

a. The SysBack 5.5 and 5.6 product fileset is: tivoli.tsm.client.sysback.rte b. The SysBack 5.5 and 5.6 license filesets are:

tivoli.tsm.client.sysback.license.rte and tivoli.tsm.client.sysback.license.cert

c. The SysBack 5.1 - 5.4 product fileset is: sysback.rte d. Licensing for SysBack 5.1 - 5.4 is key specific. Please refer to

http://sysback.services.ibm.com/or other documentation that accompanied your order.

e. The SysBack HTML version of the manual is no longer available as the

fileset sysback.html.en_US. To view the manual in HTML form, please refer to http://publib.boulder.ibm.com/tividd/td/tdprodlist.html

9. Press Enter to confirm selections and install the software.

10. On AIX 5.1 systems, you will be prompted to “accept”the electronic license

agreement. Indicating a “No”response will prohibit the installation of these filesets.

Accessing the Online Documentation

IBM posts publications for this and all other Tivoli products, as they become available and whenever they are updated, to the Tivoli Information Center Web Site. You can access updated publications in the Tivoli Information Center from the following Customer Support for Tivoli products web site: http://publib.boulder.ibm.com/tividd/td/tdprodlist.html

Chapter 1. Installation 1-3

1-4 IBM Tivoli Storage Manager for System Backup and Recovery: Installation and User’s Guide

Chapter 2. SMIT Overview

This chapter provides information about the SMIT menu interface. SMIT is used for virtually all AIX system administrative tasks.

Accessing the IBM Tivoli Storage Manager for System Backup and Recovery

To access the System Backup & Recovery for AIX menus, type smit to access the System Management Interface Tool. After SysBack is installed, IBM Tivoli Storage Manager for System Backup and Recovery is displayed at the bottom of the main menu. Select this option to access additional SysBack screens. You can alternatively type smit sysback to jump directly to the SysBack screens. The following is an example of the SysBack Main SMIT Menu as shown using the ASCII SMIT menu.

IBM Tivoli Storage Manager for System Backup and Recovery

Move cursor to desired item and press Enter.

Backup & Recovery Options Configuration Options Tape Drives Utilities Backup Schedules and Scripts

F1=Help F2=Refresh F3=Cancel F8=Image F9=Shell F10=Exit Enter=Do

Figure 2-1. ASCII version of the SysBack Main SMIT Menu

The ASCII SMIT menu is displayed by default if AIXwindows is not running. If AIXwindows is running, and SMIT is started from the desktop or from an aixterm window, the graphical version of SMIT (msmit) is displayed by default. The remainder of the screens displayed in this section use the ASCII SMIT format.

Note: To use most of the options within the SysBack menus, log in to the system

as a root user. This is for several reasons:

1. Only a root user has authority to read, and therefore backup or restore,

many files in the system.

2. When restoring files under a non-root user, that user, if permitted to read

the files, becomes the new owner of the files. Files are returned to their original ownership only when restored by a root user.

3. Many options, such as changing the block size of the tape drive, creating

network boot images, or configuring network server and client options, require that you have root privileges to perform the task.

How the SysBack Menus are Organized

The menus are organized by the type of backups that you can perform, followed by additional options used for configuring or customizing additional SysBack options. The SysBack Main Menu includes the following options:

Backup & Recovery Options

Use this option to display additional options for backing up, listing, verifying, or restoring files from a backup depending on the type of backup performed. It is not necessary to know the backup type to perform any of the list, verify, recreate or restore options, as the system will read the backup to determine the backup type, and presents only additional options that are relevant to that type of backup.

Backup & Recovery Options

Move cursor to desired item and press Enter.

Backup Options List Backup Contents Verify a Backup Recreate Volume Groups, Logical Volumes & Filesystems Restore Data from a Backup Initiate SP Node Boot and Install

F1=Help F2=Refresh F3=Cancel F8=Image F9=Shell F10=Exit Enter=Do

Figure 2-2. Backup & Recovery Options

Use Backup Options to create a backup of the system that can be used to reinstall the system from a system failure, or to use the backup to install other systems. Additional options available from the Backup Options menu enable you to back up a smaller part of the system or only specific files or directories.

Configuration Options

This menu provides additional options for configuration tasks, such as providing access to local and remote users, adding and deleting entries from exclude lists, and creating or deleting virtual device descriptions. The this menu is displayed below:

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Configuration Options

Move cursor to desired item and press Enter.

Local User Access Remote Services Remote Command Access Virtual Devices Exclude Lists Network Boot/Install Configuration License Configuration

F1=Help F2=Refresh F3=Cancel F8=Image F9=Shell F10=Exit Enter=Do

Figure 2-3. Configuration Options

The following options are available on this menu:

Local User Access

Provides backup permission to specific or all users on the system. You can also indicate which local tape drives or virtual devices the users are allowed to access and the directories to which they are allowed to save backup images.

Remote Services

Virtual Devices

Exclude Lists Enters, lists, or deletes entries from an exclude file. The exclude file

Network Boot Configuration

Tape Drives

Use this option to change the physical block size of tape drives or enable or disable tape drives on the system. This is particularly useful when you want to temporarily disable client machines from accessing the tape drives. An additional option enables you to unload or eject a tape cartridge from a tape drive or tape autoloader. The menu is displayed below:

Provides backup access from remote systems to local devices or directories. You can indicate which users on the remote hosts are allowed access and the specific devices or directories to which they are allowed to backup.

This option is also used on the client system to indicate which servers to which they want to backup. Only servers that have granted access to the client can be configured on the client.

Adds, lists, and removes virtual devices. Virtual devices are logical device names assigned to one or more physical devices, providing a simpler way to back up to multiple devices or autoloaders.

contains names of individual files or directories to exclude from all backups generated by SysBack.

Creates network boot images that enable client machines to be booted from the network, therefore requiring no local boot media.

Chapter 2. SMIT Overview 2-3

Tape Drives

Move cursor to desired item and press Enter.

List All Defined Tape Drives Configure a Defined Tape Drive Unconfigure an Available Tape Drive Change Tape Drive Characteristics Unload/Eject Tape from Drive

F1=Help F2=Refresh F3=Cancel F8=Image F9=Shell F10=Exit Enter=Do

Figure 2-4. Tape Drives

Utilities

This menu provides a list of miscellaneous options. The options on this menu might differ depending on your level of AIX installed and might change as new options are added to SysBack.

Utilities

Move cursor to desired item and press Enter.

Display Sysback Product Install History Print or Display System Configuration Create a Bootable Tape (without data) Change Sysback Tape Boot Defaults Change Read Permission on a Disk Image File Create or Edit an LVM Information File Create a Custom Installation Diskette Change Sysback Program Defaults Sysback Logging

F1=Help F2=Refresh F3=Cancel F8=Image F9=Shell F10=Exit Enter=Do

Figure 2-5. Utilities

Device Selector Screens

When selecting a backup, list, verify, recreate or restore option from any SMIT menu, you are prompted for the device, directory, or filename to use.

Various tape devices, virtual devices, or filename options are displayed, depending on the backup permission granted the specific user or host. When you back up to a local device or directory, the backup options are determined by the local access, as defined using the Add or Change Device/Directory access to Local Users option.

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When you back up to a remote backup server, the backup options are determined by the Add or Change Client Host Access to this Server option executed on the server. If no directories are defined for disk image file backups, then no disk file options are provided.

Figure 2-6 shows the backup options that might be included on the SMIT menu:

Backup Options

Move cursor to desired item and press Enter.

Backup the System (Installation Image) Backup Volume Groups Backup Filesystems Backup Logical Volumes Backup Files or Directories

+--------------------------------------------------------------------------+ | Select Backup Device or Network Install Image Directory | | | | Move cursor to desired item and press Enter. | | | | Dir /usr/lpp/sysback/images/local | | hambone.austin.ibm.com /dev/rmt0 5.0 GB 8mm Tape Drive | | | | F1=Help F2=Refresh F3=Cancel |

| F8=Image F10=Exit Enter=Do | F1| /=Find n=Find Next | F9+--------------------------------------------------------------------------+

Figure 2-6. Backup Options

The first column contains the device type and can be any of the following:

VirDev Virtual devices that you have configured. The device name (vdev0)

Tape Tape drives available on the local system. Local tape drives are

Dskt Diskette drives on the local system. A diskette option is not

Dir For backup options, a directory name, if the user has permission to

File For list, verify, recreate and restore options, the name of a local

Hostname: A remote option. The hostname is the name of a server for which

is automatically assigned by the system. The description shown is either one that you assign or a default description assigned by the system. The physical devices that make up the virtual device are listed at the end of the line in parentheses.

always displayed first in the list.

displayed for a system backup.

back up to a disk file. The directory shown is the directory or directories specified when backup permission was enabled for the user. For list, verify, and restore options, all files in the user’s backup directories are displayed.

disk image file. Only files in the directories the user has access to are displayed. Files of all backup types are shown.

this host has remote access. The information can be any one of the following:

Chapter 2. SMIT Overview 2-5

Tape Drive Name

Tape drives on the remote machine. Only remote tape drives on hosts that have granted access to this host, as well as those that have been defined by the local host, are included on this selector screen.

Virtual Device Name

Virtual devices configured on the server. The virtual device description from the remote machine and the physical tape drive name(s) are shown. Only virtual devices for hosts that have granted access to this host, as well as those that have been defined by the local host, are included on this selector screen.

File or Directory

For list, verify, recreate and restore options, a filename is shown for each disk image backup file that exists on the server in the directories for which this host has access. For backup options, a directory name is shown for all directories this host has permission to write to.

You must select one of the options provided on the selector screen before proceeding. After you select an option, you can change the device, filename or unique ID selected on the dialog screen that follows, but the backup cannot execute unless you have permission to access the specified device or directory.

Backups to Disk Image Files

To perform a disk file backup, select a directory name from the device selector screen. A filename is automatically generated as follows:

/Directory/Type.Hostname.UniqueID

The filename contains the following parts:

Directory The directory selected.

Type The type of backup to be performed. One of the following is used:

SB System Backup

VG Volume group

LV Logical Volume

FS Filesystem

FD File/Directory

Period (.) Delimiter.

Hostname The name of the host performing the backup. This is set to

“localhost” if no hostname is defined.

Period (.) Delimiter.

UniqueID A unique ID that, by default, contains the date and time of the

backup in “MMDDhhmm” format. For example, if a backup is made on Feb. 28 at 3:20 P.M., the unique ID would be “02281520”.

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You can later change this ID to any other value that might more accurately describe the backup contents.

Although the filename in SMIT is displayed only as shown above, most backups actually create more than one file, each named as above, but with an additional extension. The first file has a “.TOC” extension, indicating the file is the table of contents of the backup. For a File/Directory backup, the “.TOC” file also contains the backup data, because there is always only one image in this backup. For all other backup types, an additional file is created for each logical volume or filesystem included in the backup, with the logical volume name as the file extension. This file contains the actual backup data for each logical volume or filesystem.

Backup, List, Verify and Restore Command Output Screen

The output screen for the backup, list, verify, and restore options is different from that of other SMIT-executed commands. This screen provides the following advantages:

v Output is not saved in the SMIT log file (smit.log). This prevents very long file

lists from taking unnecessary space on the disk. You are still provided the option of writing the output to a log file after the command has completed.

v There is no delay when the command has completed. The delay is normally

required for SMIT processing and writing of the smit.log file.

v Command output (stdout) and error (stderr) are displayed in separate windows.

This provides much cleaner output for commands that provide both standard output and standard error messages.

v The complete command and the time the command started and ended is

displayed at the top of the screen.

The following is an example of the output of a file/directory backup executed from SMIT:

COMMAND: mkdirback -hhambone.austin.ibm.com -f/sysback.images/fatrat/backu ... STARTED: Feb 28 18:37:36 ENDED: STATUS: Running

Generating file list ..

NOTE: Estimated megabytes is approximate since data is compressed. Backing up Files "/tivoli"

Start date is Mon Feb 28 18:36:31 2000

User is root at fatrat

Estimated size is 678 MB

-------------+--------------------+------------------+-------------% Complete | Elapsed Time | Megabytes | Kbytes/Sec

-------------+--------------------+------------------+--------------

1 | 0 minutes of 42 | 7 of 678 | 272

Figure 2-7. The output of a file/directory executed from SMIT

Command Output

Command Error / Status

ESTIMATED PROGRESS

Note that the screen is separated into two “windows.” The first is for Command Output (stdout). The second is for Command Error (stderr) and Status. The

Chapter 2. SMIT Overview 2-7

Command Error section is always used to display error messages but is also often used for other output, such as file lists, status indicators, and so on.

In the above example, a file/directory backup of the /home/data directory was performed. The user selected the progress indicator report output type during the backup, rather than the list of files. The progress indicator shows the estimated time and amount of data to be backed up, the actual percent, time, and amount complete, and the average performance in kilobytes per second.

When the command has completed, you can perform the following functions by pressing the appropriate function key:

F1 Help Displays a help screen that provides details of the functions you

can perform from this output screen.

F2 Refresh Erases and redisplays all the information you see. This is necessary

only if there are other commands, such as system console information, running that output to this terminal and overwrite the command output.

F3 Return Returns to the previous SMIT dialog screen.

F4 Select Toggles between the Command Output and the Command

Error/Status window, enabling each to scroll independently. The active window is indicated by the arrows (===> window<===). After you have selected the window to scroll, you can then move through the output using the following keys:

Page Down Scroll forward one screen

Page Up Scroll backward one screen

Down—Arrow/Enter Scroll backward one line

Up—Arrow Scroll back one line

Home Display first screen

End Display last screen

F5 Save Save the entire output in a log file. You are asked to enter the

name of the log file. The default file is $HOME/sysback.log, where

$HOME is the user’s home directory. Either enter a new file name or press Enter to accept the default. The following example shows a sample output file:

COMMAND: mkdirback -f/dev/rmt1 -s /home/tj START TIME: Mar 20 02:22:30 END TIME: Mar 20 02:25:49 STATUS: Successful

============== Command Output ============== Rewinding rmt1 ... Generating file list ..

File/Directory backup completed successfully.

============== Command Output ==============

Backing up Files */home/tj*

Start date is Thu Mar 20 02:22:33 1997 User is root at sysdev41 Estimated size is 169 MB

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SMIT Help Screens

You can obtain help information from any point within SMIT. If a menu selection is currently displayed, highlight a function and press F1 for information regarding the use of that function. For any dialog selection, F1 provides information on the use of that selection, the options available, and how they affect the function being performed.

SMIT Fastpaths

From any SMIT menu or dialog screen (where you type or change options), press F8 to display the SMIT fastpath for quickly reaching that selection from the command line. Later, to skip directly to the desired selection, you can type smit fastpath at the command line, where fastpath is the fastpath for the desired selection.

ESTIMATED PROGRESS

---------------------------------------------------------% Complete | Elapsed Time | Megabytes | Kbytes/Sec

----------------------------------------------------------

100 3 minutes of 3 170 of 170 913

Backup ended Thu Mar 20 02:25:46 1997 170 megabytes written to 1 volume.

Obtaining Command Line Options from SMIT

You can execute any SMIT command outside of SMIT by placing the command in a shell script. You can place multiple commands in shell scripts to be executed in sequence, enabling a sequence of multiple commands to be performed without user interaction. You can also place the shell scripts in cron, an AIX job scheduling facility.

To obtain the command line options for a SMIT command, use the following steps:

1. Select the SMIT option to perform and any additional selections required for

this function.

2. Fill out any fields or change the field values in the dialog screen as you would

when executing the command from SMIT.

3. Before pressing Enter to execute the command from SMIT, press F6 to show the

command on the screen.

The following is an example of the SMIT output when you press F6:

Chapter 2. SMIT Overview 2-9

Backup Files or Directories

Type or select values in entry fields. Press Enter AFTER making all desired changes.

Hostname of server hambone.austin.ibm.com Device name /dev/rmt0 Report output type progress indicator + +--------------------------------------------------------------------------++ | SHOW COMMAND STRING |+ | |# | Press Enter or Cancel to return to the | | application. |+# | |

* | # Ignore "/usr/sbin/sbsmitout -sN" prefix |+

| | F1| F1=Help F2=Refresh F3=Cancel | F5| F8=Image F10=Exit Enter=Do | F9+--------------------------------------------------------------------------+

[Entry Fields]

Figure 2-8. Results of Using the F6 Key to Show the Command String

Single quotes (’) around text are required only when there is more than one word to a single command argument. They do not need to be used to surround a single word.

Backup, list, verify and restore commands contain the comment indicating that the prefix of the command /usr/sbin/sbsmitout -sN should be omitted. This prefix causes the command to be executed within the two-part SysBack SMIT command output screen previously described. Do not use this output screen should when executing commands at the command line if the intention is to not require user interaction.

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Chapter 3. License Configuration

To license your IBM Tivoli Storage Manager for System Backup and Recovery (SysBack) software, you must simply install the:

v tivoli.tsm.client.sysback.license.rte

v tivoli.tsm.client.sysback.license.cert

filesets included on your product media in addition to the installation of the base tivoli.tsm.client.sysback.rte fileset.

Special licensing measures apply for customers using SysBack versions 5.1 - 5.4. There are no license filesets for this version of SysBack. For detailed information related to licensing your product, please refer to your product README file located at: /usr/lpp/sysback/README.txt, http://sysback.services.ibm.com, or other documentation that accompanied your order.

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Chapter 4. Performing Backups

As soon as SysBack is installed, you can perform a backup to any local device or to the default SysBack backup image files directories.

To access the Backup Options:

1. At a command line, type smit.

2. Select IBM Tivoli Storage Manager for System Backup and Recovery.

3. Select Backup & Recovery Options.

You can also access this menu using the fastpath. To do this, type smit sb_backup at a command line. The following screen is displayed:

Backup Options

Move cursor to desired item and press Enter.

Backup the System (Installation Image) Backup Volume Groups Backup Filesystems Backup Logical Volumes Backup Files or Directories

F1=Help F2=Refresh F3=Cancel F8=Image F9=Shell F10=Exit Enter=Do

Figure 4-1. Backup Options

You can select any of the backup options, each of which are described in detail in this chapter. The first option, Backup the System (Installation Image), is used to create a backup of the operating system and any additionally selected volume groups. This is the only backup from which the system can be reinstalled after an operating system failure. All other backups options back up smaller increments of data, such as volume groups or select file systems.

Understanding Incremental Backups

Incremental backups make it possible to back up only data that has changed since a prior backup, significantly reducing the backup time and media usage. Incremental backups can be performed for both volume group and file system backups.

You perform an incremental backup by indicating an incremental backup level. This level indicates that only files that have changed since the most recent previous

level should be included in the backup. Specifying level 0 indicates that all files should be backed up. Level 0 is still considered an incremental level; it is the base for all incremental levels that follow.

Any number of incremental levels from 0 through 9 can be used, but using too many levels can complicate the restore process.

Consider the following incremental backup examples:

Incremental backup of a file system is performed as follows:

Monday level 0

Tuesday level 1

Wednesday level 2

Thursday level 3

Friday level 4

Saturday level 5

Sunday level 6

In this case, if you need to restore the entire file system from the backup performed on Sunday, you must restore every single backup from 0 through 6 in order to incrementally reapply the changes to date. Always restore level 0 first (when restoring from scratch) because only level 0 contains a backup of the entire file system. Then, in the correct sequence, reapply each level that follows, adding, replacing, and removing files until the file systems return to their most recent state.

Incremental backup of all volume groups, except the rootvg group, is performed as follows:

1st of month level 0

every Friday level 4

Monday-Thursday level 7

In this example, a volume group backup is performed on the first day of the month. Every Friday a level 4 is performed, and every other day of the week (excluding Saturday and Sunday) a level 7 is performed. Because only three levels are used, no more than three backups need to be restored. If you need to restore the entire volume group because of failure, the restore sequence would be:

1. Restore level 0.

2. Restore the most recent level 4 if a level 4 was performed since the last level 0.

3. Restore the most recent level 7 if a level 7 was performed since the last level 4

or level 0.

Note: Use care when combining both volume group and file system incremental

backups. An incremental volume group backup is identical to performing an incremental backup of each individual logical volume and file system in the volume group. Therefore, after performing a volume group level 0 backup, you can perform other incremental backup levels for specific file systems. If a level 0 backup of a file system is performed after a level 0 of the volume group containing that file system, any higher-level incremental levels for that file system are applied to the most recent (file system) backup.

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