Retrospect Retrospect 12.0 User’s Guide

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Retrospect®12.0
Windows User's Guide
COPYRIGHT © 2015 RETROSPECT, INC.
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Protecting data since 1984. Copyright © 2017 Retrospect, Inc. All rights reserved.
Retrospect 12.0 Users Guide, first edition.
Use of this product (the “Software”) is subject to acceptance of the license agreement presented in the installer. You may not install, copy or otherwise use the Software except as expressly provided in that license agreement. Retrospect is a registered trademark of Retrospect, Inc. in the United States and/or other jurisdictions. All other trademarks are the properties of their respective owners.
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Contents
What's New...................................................................................................................................6
Scalable Data Protection ......................................................................................................... 6
Backblaze B2 Integration.........................................................................................................7
Monitoring System Integration ................................................................................................7
Script Hooks ............................................................................................................................ 7
Avid and LTFS Production Tool Support................................................................................. 8
Other Enhancements ............................................................................................................... 8
Bug fixes..................................................................................................................................8
Getting Started.............................................................................................................................. 9
Overview of Retrospect ...........................................................................................................9
Requirements.........................................................................................................................11
Creating a Retrospect User Account..................................................................................... 12
Installing Retrospect..............................................................................................................13
Using Retrospect...................................................................................................................15
Using Windows 8, 7, Vista, Server 2012 and Server 2008 ....................................................23
Upgrading from a previous version of Retrospect.................................................................23
Retrospect Updates...............................................................................................................23
Fundamentals..............................................................................................................................25
How Retrospect Works..........................................................................................................25
Progressive Backup............................................................................................................... 26
Backup Sets and Their Components.....................................................................................26
Backup Actions......................................................................................................................28
Catalog Files .......................................................................................................................... 30
Snapshots.............................................................................................................................. 30
Retrospect and Clients .......................................................................................................... 31
High-level Dashboard ............................................................................................................ 31
Hardware..................................................................................................................................... 33
Hardware Overview ...............................................................................................................33
Communication Technologies ............................................................................................... 33
Seeing Your Backup Devices ................................................................................................35
CD/DVD Drives ......................................................................................................................37
Removable Disk Drives..........................................................................................................41
Hard Disk Drives .................................................................................................................... 43
Tape Drives............................................................................................................................44
Tape Libraries ........................................................................................................................ 56
Removable Storage Manager................................................................................................62
Media Longevity and Storage................................................................................................ 63
Multiple Backup Drives..........................................................................................................64
Network Attached Storage (NAS) Devices ............................................................................64
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Immediate Operations................................................................................................................. 69
Backup...................................................................................................................................69
Archive...................................................................................................................................96
Restore ................................................................................................................................103
Duplicate.............................................................................................................................. 127
Transfer Backup Sets ..........................................................................................................145
Transfer Snapshots..............................................................................................................150
Controlling Immediate Operations.......................................................................................156
Automated Operations..............................................................................................................158
Overview of Scripts..............................................................................................................158
Creating Scripts...................................................................................................................159
Scripted Backup .................................................................................................................. 160
Scripted Duplicate ...............................................................................................................191
Scripted Archive ..................................................................................................................208
Scripted Restore..................................................................................................................208
Scripted Backup Set Transfer .............................................................................................214
Scripted Snapshot Transfer.................................................................................................219
Scripted Grooming ..............................................................................................................226
Scripted Verification ............................................................................................................230
Scheduling Scripts...............................................................................................................233
Saving Scripts...................................................................................................................... 242
Testing Scripts.....................................................................................................................243
Executing Scripts................................................................................................................. 245
Controlling Scripts ............................................................................................................... 247
Proactive Backup Scripts ....................................................................................................248
Controlling Operations .............................................................................................................. 265
Controlling Operations Overview.........................................................................................265
Stop Button .........................................................................................................................265
Activity Monitor....................................................................................................................266
Media Request Window.......................................................................................................276
Multiple Concurrent Executions ..........................................................................................280
Networked Clients..................................................................................................................... 288
Networked Clients Overview ...............................................................................................288
Installing Clients...................................................................................................................289
Working with Clients............................................................................................................293
Updating Clients .................................................................................................................. 302
Uninstalling a Client and Its Software.................................................................................. 305
Advanced Networking .........................................................................................................305
New Retrospect Client software..........................................................................................314
User-initiated backups and restores ...................................................................................314
Locking client features and preferences .............................................................................318
Backing up Clients............................................................................................................... 319
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Working with Windows Clients ............................................................................................ 320
Working with Mac OS Clients..............................................................................................320
Working with UNIX Clients...................................................................................................322
File System Conversions .....................................................................................................323
Microsoft Networking Volumes ...........................................................................................324
Network Backup Guidelines ................................................................................................324
Disaster Recovery ..................................................................................................................... 329
Creating a Retrospect Emergency Recovery Disc ..............................................................329
Using the Retrospect Emergency Recovery Disc................................................................332
Making your system bootable on different hardware ..........................................................341
Management .............................................................................................................................351
Backup Strategies ...............................................................................................................351
Log and Reports .................................................................................................................. 357
Execution Options ...............................................................................................................365
Managing Backup Sets .......................................................................................................388
Maintaining Scripts .............................................................................................................. 407
Retrospect Preferences.......................................................................................................413
Moving Retrospect ..............................................................................................................429
Catalog and Configuration Backups ...................................................................................430
Working with File Servers ....................................................................................................430
Working with Open Files......................................................................................................432
Terminal Services and Remote Desktop .............................................................................434
Tools..........................................................................................................................................437
Working with Volumes ......................................................................................................... 437
Browsing..............................................................................................................................448
Using Selectors....................................................................................................................456
Maintenance and Repair...................................................................................................... 476
External Scripting ................................................................................................................484
Problems and Solutions............................................................................................................488
Tips and late-breaking information......................................................................................488
Troubleshooting...................................................................................................................489
Common Questions.............................................................................................................502
Retrospect Error Messages.................................................................................................513
Retrospect Error Numbers...................................................................................................516
Retrospect Client Errors ......................................................................................................511
Retrospect Support .............................................................................................................524
Appendices
Block Level Incremental Backup...............................................................................................525
Overview .............................................................................................................................. 525
Storage Savings...................................................................................................................525
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Usage...................................................................................................................................526
Logging................................................................................................................................527
Options ................................................................................................................................527
Backward Compatibility.......................................................................................................528
Technical Details..................................................................................................................529
SQL Server Agent .....................................................................................................................530
What's New .........................................................................................................................530
Security................................................................................................................................531
Installation............................................................................................................................534
General Use ......................................................................................................................... 536
Backing Up ..........................................................................................................................538
Database Backup History....................................................................................................539
Restoring .............................................................................................................................539
Disaster Recovery................................................................................................................ 543
Exchange Server Agent.............................................................................................................545
What's New .........................................................................................................................545
Security................................................................................................................................547
Installation............................................................................................................................550
General Use ......................................................................................................................... 552
Backing Up ..........................................................................................................................556
Database Backup History....................................................................................................557
Restoring .............................................................................................................................558
Disaster Recovery................................................................................................................ 566
VMware Host Server Add-on ....................................................................................................567
Introduction..........................................................................................................................567
To Back up VMware Virtual Machines.................................................................................567
Restoring from VMware Backups........................................................................................571
Instant Scan ..............................................................................................................................572
Retrospect for iOS ....................................................................................................................578
Protecting virtual machines with VMware Consolidated Backup .............................................579
Requirements.......................................................................................................................579
Configuring VCB for backups..............................................................................................579
Configuring Retrospect and Backing Up............................................................................. 580
Legacy Client ............................................................................................................................583
Client Preferences ...............................................................................................................583
Access Master Control ........................................................................................................585
General Preferences ............................................................................................................585
Notification Preferences ......................................................................................................587
Priority Preference ...............................................................................................................587
Access Restrictions Preferences.........................................................................................587
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Influencing Proactive Backups ............................................................................................588
Scheduling from a Client .....................................................................................................588
Deferring Execution ............................................................................................................. 589
Client User Preferences.......................................................................................................589
Access Master Control ........................................................................................................591
General Preferences ............................................................................................................591
Notification Preferences ......................................................................................................594
Controlling Proactive Backups ............................................................................................595
Glossary ....................................................................................................................................598
Release Notes ............................................................................................................................... 8
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Chapter 1

What's New

This document contains important information about Retrospect 12 for Windows. Please read it carefully.
The Retrospect website is regularly updated with the most recent support information for Retrospect and related products, including the following:
Retrospect SupportRetrospect UpdatesRelease NotesScalable Data ProtectionBackblaze B2 IntegrationMonitoring System IntegrationScript HooksAvid and LTFS Production Tool SupportOther EnhancementsBug fixes

Scalable Data Protection

Data continues to grow for businesses around the world. Our customers are small businesses, and yet they have seen tremendous growth in the amount of data they manage. They're now responsible for tens of terabytes and tens of millions of files, and need a data protection strategy that ensures their business is always backed up.
Retrospect's protection suite now includes scalable data protection. As an industry first for file-level backup, Retrospect is now certified to back up 1 billion files per backup set, 100 TB of data per backup set, and 50 million files per device.
With this new software architecture, businesses with 1TB or 100TB of data can use Retrospect to protect their entire infrastructure. Companies like media production houses with tens of millions of files on a single file server are now able to protect every file without jumping through additional hoops. The new version scales up to the largest business environments, with complete integration with our set-and-forget backup strategies, granular file-selection selectors, and data retention
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policies-all at no additional cost, regardless of the amount of data.

Backblaze B2 Integration

Backblaze B2 is a business-class cloud storage provider with extremely low costs, at $0.005/GB a month. Retrospect 12 for Windows and Retrospect 14 for Mac support Backblaze B2 as a cloud storage provider, offering complete integration with Retrospect's hybrid data protection.

Monitoring System Integration

Retrospect now integrates with the latest monitoring systems, including Nagios, Slack, and IFTTT. System administrators can deploy custom scripts that populate their monitoring systems with a wide range of Retrospect events and statistics, including per-source backup information, media requests, and script successes and failures.

Script Hooks

IT administrators must deal with a wide array of hardware and software, and this complex ecosystem presents challenges for maintaining data protection across so many running services. Retrospect now includes script hooks. IT staff can integrate customized scripts that are executed at specific points during their backup strategy lifecycle. Retrospect is now able to quiesce databases and other services before a backup starts and then relaunch those services after the backup completes successfully. Script hooks let system administrators integrate Retrospect more deeply
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into their environment.
Learn more about Script Hooks

Avid and LTFS Production Tool Support

Production companies use Avid and LTFS extensively, and this latest version of Retrospect includes integration with these production house tools.
LTFS enables businesses to use tape without being locked into a proprietary format. Instead, it uses a common format, accessible to a computer like a file share. Retrospect 12 for Windows and Retrospect 14 for Mac support storing data on LTFS.
Avid hardware and software is used for managing large-scale media projects throughout the entertainment industry. With this version of Retrospect 12 for Windows and Retrospect 14 for Mac, IT professionals can protect their Avid projects with native integration with Retrospect.

Other Enhancements

This latest release also offers other features and performance enhancements:
Performance Improvements – Retrospect 12 for Windows and Retrospect 14 for Mac include
significant improvements for backup and restore for computers that have more than 500,000 folders.
Network Connectivity – Retrospect 12 for Windows and Retrospect 14 for Mac include clients
that are more resilient to network hiccups and outages.

Bug fixes

This latest release of Retrospect includes fixes for numerous issues. For a list of bugs fixed in this release, please refer to the Release Notes.
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Chapter 2

Getting Started

Overview of RetrospectRequirementsCreating a Retrospect User AccountInstalling RetrospectUsing RetrospectUsing Windows 8, 7, Vista, Server 2012 and Server 2008Upgrading from a previous version of RetrospectRetrospect Updates
This chapter describes the hardware and system requirements necessary to use Retrospect, then explains how to install or upgrade the Retrospect software. It also provides a basic overview of how to use Retrospect. Requirements and installation of Retrospect Clients are described in Networked
Clients.

Overview of Retrospect

Designed for use in small to mid-sized businesses, Retrospect Multi Server, Single Server, and Single Server (Disk-to-Disk) provide thorough, fast backups, and 100%-accurate restores of networked servers, desktops, notebook computers, and business critical applications. Retrospect Desktop delivers the proven capabilities of Retrospect’s enterprise-class products to the home and small business user. The Retrospect product line protects against loss due to viruses, newly installed software, user error, damaged hardware, hardware upgrades, hackers, and lost or stolen computers. The industry leader in data protection for more than a decade, Retrospect has received numerous awards and protects millions of computers worldwide.

Which Edition is Right for You?

There are four editions of Retrospect available. Depending on the needs of your organization, one of these editions is right for you. The following table lists some Retrospect features and shows which editions they are available with.
Multi Server – Protects any number of networked Windows, Mac, and Linux servers, desktops,
and notebooks from a single host computer running Retrospect. Supports disk, cloud, and tape storage devices.
Single Server – Protects one server and any number of networked Windows, Mac, and Linux
desktops and notebooks from a single host computer running Retrospect. Additional server client licenses can be purchased to protect more networked Windows, Mac, or Linux servers. Supports disk, cloud, and tape storage devices.
Single Server (Disk-to-Disk) – Protects a single Windows Server and five workstations using
local, network, and cloud disk- based storage. Formerly Retrospect Disk-to-Disk.
Desktop – Protects a single non-server Windows PC and up to five additional Windows, Mac,
and Linux desktops and notebooks. Formerly Retrospect Professional.
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Retrospect Add-on Products

A number of advanced Retrospect features are only available if you have the appropriate license code. Click Configure>Licenses to view your current licenses or purchase new ones.
VMware Host Server – Protects VMs with file-based agent-less backups and restores in ESX 4
and ESXi 5.0/5.1 environments.
Open File Backup Unlimited – Protects open files on NTFS-formatted volumes on Windows
servers, desktops, and laptops. This add-on makes it possible to protect line-of-business applications—such as accounting, CRM, and proprietary database systems—while they’re running, even those with data files spread across multiple volumes. Retrospect’s Open File Backup Unlimited add-on extends to all Windows systems protected by your Retrospect host server, including end-user desktops and laptops.
Open File Backup Disk-to-Disk Edition – Protects open files on NTFS-formatted volumes on
the one Windows server. This add-on makes it possible to protect line-of-business applications—such as accounting, CRM, and proprietary database systems—while they’re running, even those with data files spread across multiple volumes. Retrospect’s Open File Backup Disk-to-Disk Edition add-on covers your Retrospect host server only. Specifically for Retrospect Single Server (Disk-to-Disk) and Desktop (Professional).
Dissimilar Hardware Restore Unlimited – Makes it possible to recover an entire boot
volume—including the OS, applications, registry, and data—to a different physical computer, such as a newer model or even one from a different manufacturer entirely. Retrospect’s Dissimilar Hardware Restore Unlimited add-on extends to all Windows systems protected by your Retrospect host server, including end-user desktops and laptops.
Dissimilar Hardware Restore Disk-to-Disk Edition – Makes it possible to recover your
Windows server—including the OS, applications, registry, and data—to different physical hardware, such as a newer model or even one from a different manufacturer entirely. Retrospect’s Dissimilar Hardware Restore Disk-to-Disk Edition add-on covers your Retrospect host server only. Specifically for Retrospect Single Server (Disk-to-Disk) and Desktop (Professional).
Microsoft SQL Server Agent – Provides hot backups of Microsoft SQL Server 2016, 2014,
2012, 2008, and 2005. Automatically restores a SQL Server or individual databases to a specific point in time. Licensed for use on a SQL server running either the Retrospect application or as a Retrospect Client; includes a Retrospect Server Client license.
Microsoft Exchange Server Agent – Provides hot backups of Microsoft Exchange Server
2016, 2013, 2010, 2007, and 2003 storage groups, databases, and mailboxes. Automatically restores an Exchange Server or individual components to a specific point in time. Licensed for use on an Exchange Server running either the Retrospect application or as a Retrospect Client; includes a Retrospect Server Client license.
Advanced Tape Support – Improves backup times by utilizing multiple tape drives in parallel,
including multiple stand-alone drives, drives in libraries, or drives in autoloaders. The Advanced Tape Support add-on is licensed per Retrospect host server, not per tape drive. For example, only one Advanced Tape Support add-on license is required for a library with four tape drive mechanisms.
Retrospect Client Packs – Extends the number of networked desktops and notebook
computers that can be backed up using Retrospect Disk-to-Disk or Desktop editions. Available in 1, 5, and 10 client license packs.
Retrospect Server Client – Extends the number of networked servers that can be backed up
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using Retrospect Single Server editions. Each Retrospect Server Client adds a license for protecting one additional server as a network client.
Annual Support & Maintenance (ASM) – Provides technical support via email and phone
(available in select regions) and all upgrades/updates of purchased product at no additional cost for 1 year from the date of ASM purchase.

Requirements

In order to run and use Retrospect, certain minimum requirements of hardware, software, and memory must be met. Requirements of client computers are detailed in Networked Clients.

System Requirements

Retrospect 12 for Windows

Supported Operating Systems:
Microsoft Windows Vista, 7, 8, 10Microsoft Windows Server 2003, 2008, 2012, 2012 R2, 2016Microsoft Windows Server Core 2008 R2, 2012, 2016Microsoft Windows Server 2012 EssentialsMicrosoft Windows SBS 2003, 2008, 2011Microsoft Windows Storage Server 2003, 2008
*Retrospect Desktop doesn’t run on a Windows Server.
Supported Hardware:
Intel processor (64-bit) with one or more multicore processors
Recommended Configuration:
Latest Service Pack for WindowsFor Windows 10, Retrospect requires the 64-bit version1 GB for each concurrent activity; 4 GB minimum for 64-bit Windows10-15 GB of temp hard disk space for each concurrent activity (backup, restore, etc.)Adequate storage for backupsRAM that meets Microsoft's guidelines for each OS
Retrospect 12 Client for Windows
Microsoft Windows XP, Vista, 7, 8, 10Microsoft Windows Server 2003, 2008, 2012, 2012 R2, 2016Microsoft Windows Server Core 2008 R2, 2012, 2016Microsoft Windows Server 2012 EssentialsMicrosoft Windows SBS 2003, 2008, 2011Microsoft Windows Storage Server 2003, 2008
*Backing up server OS clients requires Retrospect Multi Server or other Server edition with available Server Client Licenses.
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Retrospect 14 Client for Mac
Apple macOS Sierra / Sierra Server 10.12Apple OS X El Capitan / El Capitan Server 10.11.6Apple OS X Yosemite / Yosemite Server 10.10.5Apple OS X Mavericks / Mavericks Server 10.9.5Apple OS X Mountain Lion / Mountain Lion Server 10.8.5Apple OS X Lion / Lion Server 10.7.5Apple OS X Snow Leopard / Snow Leopard Server 10.6.8
*Backing up server OS clients requires Retrospect Multi Server or other Server edition with available Server Client Licenses.
Retrospect 6.3 Client for Mac
Apple OS X Leopard / Leopard Server 10.5.8Apple OS X Tiger / Tiger Server 10.4.11Apple OS X Panther / Panther Server 10.3.9
*Backing up server OS clients requires Retrospect Multi Server or other Server edition with available Server Client Licenses.
Retrospect 12 Client for Linux
x86- or x64-based system running Red Hat Linux, Red Hat Enterprise Linux, CentOS, Debian,
Ubuntu Server and SUSE Linux (Details)
glibc version 2 or later
Storage Devices
Retrospect supports a wide variety of storage devices as the destination for backups, including hard drives (both direct- and network-attached), tape drives and libraries, flash storage, and removable disk drives (RDX, REV, etc.). See the Retrospect Device Support Database for a complete list of supported tape drives and libraries.

Creating a Retrospect User Account

In order to back up any disk, remote share, and SQL or Exchange database, Retrospect must be run under a user account that has access to those disks and databases.
Retrospect, Inc. recommends that you create an account that has administrator access to all resources before installing Retrospect.
For SQL and Exchange, make sure the account has the necessary privileges to access all the database servers you want to back up. Make this account a member of:
Domain UsersDomain AdminsAdministratorsBackup Operators
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See SQL Server Agent and Exchange Server Agent for more information.
For network volumes, make sure the account has the necessary privileges to access any volume you want to use as a source, destination, or location for saving Catalog Files.
For more information about the Retrospect User Account and how to modify login information, see
Security Preferences.

Installing Retrospect

The process for installing Retrospect is the same, regardless of whether you are installing the application for the first time, or upgrading from an earlier version of Retrospect. If you are upgrading, Retrospect automatically copies your previous configuration—including your scripts, schedules, selectors, and clients—for use with the new version. After installing Retrospect, it is a good idea to check for any updates to the application before starting to use it.
To install or upgrade Retrospect:
1. Save all unsaved documents in other running applications.
2. Under Windows, log in to the computer so that you have Administrator privileges.
3. Insert the Retrospect CD in the computer’s CD/DVD drive. In the menu that appears, click Install Retrospect.
If you downloaded the Retrospect installer, run Setup.exe.
4. Follow the instructions in the Setup Wizard to install the software or update an existing installation, then choose the option to restart the computer, if necessary.
5. Some Retrospect upgrades include new application license codes. If your upgrade includes a new code, you will need it. After running the installer, enter the new license code the first time you launch Retrospect.
Installation of Retrospect Clients is described in Networked Clients.

Retrospect Updates

Retrospect Updates are free downloads that provide additional device support or address issues with earlier versions of Retrospect. By default, Retrospect is set up to regularly check for Retrospect Updates and notify you if any are available. You can also manually check for updates at any time.
You must have a valid internet connection to check for updates. If you use a proxy server to
connect to the Internet make sure that Retrospect’s Updates preferences include the correct proxy server information. See Updates Preferences for more information.
Automatically Checking for Retrospect UpdatesManually Checking for Retrospect UpdatesInstalling Retrospect Updates
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Automatically Checking for Retrospect Updates
By default, Retrospect checks for free updates to your current version of Retrospect on a regular basis. To make sure Retrospect’s preference is enabled, choose Configure>Preferences from Retrospect’s navigation bar. In the Notification category of preferences, click Updates and make sure the check box for “Automatically check for available updates” is selected. See Updates
Preferences for more information.
If Retrospect finds an update, you can download it or install it immediately. See Installing
Retrospect Updates for more information.
Manually Checking for Retrospect Updates
You can search for free updates to your current version of Retrospect by choosing Retrospect Updates from the Help menu. The dialog box that displays lists the currently installed versions of Retrospect, as well as any device support updates and hot fixes. It also lists the date of the last successful check for updates.
Click Check Now to check the Retrospect web site for available updates.
If there are any updates, Retrospect displays a list of the items available to download and install.
Installing Retrospect Updates
When Retrospect finds an update to your currently installed version of the application, it displays a list of available updates. Select an item from the list, then choose a command:
Click “More info about this update” to view details about the selected update.Click Download to download an installer for the selected update to a location you choose. You
can install the update at any time. After installing the update, you must delete the downloaded update installer manually.
Click Install to download and install the update. Retrospect downloads the update, then
prompts you to quit so it can run the update installer. After installing the update Retrospect automatically deletes the update installer. If you decide not to quit Retrospect after downloading the update, the update installer is deleted and the update is not installed.
Select the “Ignore this update” check box to ignore an update you don’t want to install. The
update will still appear in the list, but it will be grayed out.
Click Close to close the dialog without downloading or installing any updates.
You can only download or install one update at a time. If you want to install multiple updates, select Help>Retrospect Updates and click Check Now after the first update is installed.

Adding Functionality to Retrospect

You can easily expand the functionality of Retrospect with add-on products or upgrade to a more powerful version of the Retrospect family.
To upgrade, choose License Manager from Retrospect’s Window menu. Click Purchase and then click Web to visit the Retrospect Online Store using your web browser.
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After you have received your purchased license code by e-mail, click Add in Retrospect’s License Manager window and enter the code, completing your upgrade.

Using Retrospect

Retrospect has a familiar, user-friendly interface. It includes a navigation bar, as well as a toolbar, and keyboard shortcuts, for quick access to frequently used commands.

Starting Retrospect

To start Retrospect, choose Retrospect 12.0 from the Retrospect program group in the Start menu.

Getting Started Wizard

The first time you start Retrospect, the Getting Started Wizard displays.
Enter your application license code in the space provided, then click Next.
If you do not have a license code, you can click the Purchase button for more information about obtaining one.
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If you have separate license codes for any Retrospect add-on products, you can enter them here. You can always enter add-on codes later using the License Manager. Click Next to continue.
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Enter your name and company name and click Next.
At the registration screen prompt, select one of the following radio buttons, then click Next.
Register Now, if you have not registered your copy of Retrospect and you would like to do so.Register Later, if you want to skip this step.Already Registered, if you have already registered your copy of Retrospect.
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In order to back up any disk, remote share, and SQL or Exchange database, Retrospect must be running under a user account that has access to those disks and databases.
If you plan to back up remote shares, including SQL or Exchange, Retrospect, Inc. recommends that you create an account that has administrator access to all resources, and enter that information in the fields below “Always run Retrospect as the specified user”.
See Creating a Retrospect User Account for more information.
If you want to use Terminal Services to administer Retrospect when it is running on a remote server, see Terminal Services and Remote Desktop.
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Retrospect is now set up. To start a backup immediately, click Next. To explore the application on your own, clear the “Perform a backup” check box and click Finish.
See Backing Up in Wizard Mode for more information on setting up your first backup.

Leaving Retrospect

Once the Retrospect application is started, you can leave it temporarily by clicking on a program window in the background, or by choosing another program from the Start menu or taskbar. This puts Retrospect in the background, and though it is not the active program, it will continue to perform its current operation, if any, and perform any scheduled operations which come up later.
To exit Retrospect entirely, choose Exit from its File menu. Before exiting, Retrospect informs you of the next scheduled operation, if any.

The Navigation Bar

When you start Retrospect, the program displays its main window, with a navigation bar on the left and a toolbar across the top.
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You can access all areas of Retrospect through its navigation bar.
Click
to hide the navigation bar.
Click
to display the navigation bar.
The navigation bar is organized hierarchically with different categories of functions. Clicking a + icon reveals a category’s items.
Clicking a – icon hides the lower-level items. Clicking a top-level category item shows an overview window. (By default, the Backup overview window is shown when you open Retrospect.)
Each overview window has buttons along the left. To the right of each button is a description of its function or action. Each button’s function requires additional steps and involves more windows or dialogs and buttons.
Right-clicking anywhere in the navigation bar provides access to display options:
Hide overview/Show overview
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Dock on right/Dock on leftRight align text/Left align text
Use these option to customize how Retrospect displays the navigation bar.

The Toolbar

When you become familiar with the functions accessible from the navigation bar, you may wish to use the shortcuts arranged in the toolbar beneath Retrospect’s menus.
Hold the mouse pointer over a toolbar icon to see its function.

The System Tray Icon

When you exit Retrospect, a Retrospect icon appears in the system tray of your Windows taskbar by default.
Right-clicking the icon displays the following commands:
Launch RetrospectOptions...Exit
Choose Launch Retrospect to launch the application. Retrospect displays as it was when you exited the application. You can also double-click the icon to launch retrospect.
Choose Options to set a shortcut key to launch the immediate Backup Wizard and to specify whether or not to display the icon.
To set up a shortcut to the Backup Wizard:
1. Right-click the Retrospect icon in the system tray and choose Options.
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2. Click in the Shortcut key text entry field and enter a set of keystrokes to use as the shortcut.
You must use the Ctrl, Alt, or Shift key in combination with one or more other keys (letters, function keys, etc.) on the keyboard.
3. Click OK.
You can type the shortcut keys when Retrospect is not running to launch the application and open the immediate Backup Wizard. See Backing Up in Wizard Mode for more information.
Retrospect displays the most recent immediate backup settings you specified. The shortcut keys provide an easy way to access these settings and start a backup quickly. Click Start Now to run a backup with the current settings.
Backup settings are displayed in Wizard Mode, even if you last edited them in Advanced Mode.
To hide the Retrospect system tray icon:
1. Right-click the Retrospect icon in the system tray and choose Options.
2. Clear the check box next to “Show Retrospect icon launcher in the taskbar”.
3. Click OK.
The Retrospect icon no longer displays.
If you want to display the icon again later, you can turn it on using a Retrospect preference. See Startup Preferences for more information.
Choose Exit to remove the Retrospect icon from the system tray temporarily. The next time you
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launch and exit Retrospect, the icon will display again (depending on your preferences).
When you exit from the system tray icon, the shortcut you specified to launch the Backup Wizard no longer works.
When you stop all Retrospect executions (from either the toolbar or the countdown dialog), the Retrospect icon in the system tray of your Windows taskbar will flash until you click the Stop all execution activity button in the Retrospect toolbar. As long as the icon is flashing, Retrospect will not execute any immediate or scripted operations. See Stop Button for more information on stopping all Retrospect executions.

Keyboard Navigation

For users that do not have a mouse, Retrospect uses standard Windows shortcuts to provide access to the functions of the application from the keyboard.
For example, Ctrl+F4 closes the active window and Alt+F opens the File menu.
In addition, Retrospect’s navigation bar can be accessed via the keyboard using Ctrl+1.

Using Windows 8, 7, Vista, Server 2012 and Server 2008

Automated operations

When Retrospect automatically launches on Windows 8, 7, Vista, Server 2012, or Server 2008, the application window is hidden. If an operation is running and Retrospect is manually launched, the Retrospect Monitor will be displayed if available. If the Retrospect Monitor is not installed, an alert is displayed warning that an operation is in progress. You are then able to close the alert and let the operation continue or stop the operation and show the Retrospect window.

Retrospect icon

Retrospect does not display the icon in the task bar when running in these versions of Windows.

Upgrading from a previous version of Retrospect

Older backup sets

You can use older Backup Sets with Retrospect 8. However, once you use a Backup Set with Retrospect, you can no longer access it from versions of Retrospect earlier than 7.7.

Retrospect Updates

Retrospect adds support for devices by releasing Retrospect Updates, which are “plug-in” files you place in the folder with Retrospect. When circumstances permit, Retrospect includes the latest update with Retrospect and it is automatically installed when you install Retrospect. (To reinstall the update, reinstall Retrospect.)
To see which version of Retrospect Update you have, choose About Retrospect from Retrospect’s
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Help menu. It lists the version of Retrospect, as well as the Retrospect Update version.
If you don't have a Retrospect Update, or your update version is too old for your device, you can get the latest Retrospect Update from the Retrospect web site.
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Chapter 3

Fundamentals

How Retrospect WorksProgressive BackupBackup Sets and Their ComponentsBackup ActionsCatalog FilesSnapshotsRetrospect and ClientsHigh-level Dashboard
This chapter describes Retrospect’s fundamental concepts. This manual and the program itself repeatedly refer to these basic ideas. Understanding these fundamentals is important and useful but not essential. Retrospect, Inc. designed Retrospect to be powerful and feature-packed, yet very easy to use for basic operations.

How Retrospect Works

Retrospect uses an archival method of backup that ensures backed up files are not deleted or written over until you request it. That way, they stay on the disk, tape, or CD/DVD indefinitely. This is helpful, for example, if you have been working on an important document every day for the past month and you discover you have been making terrible mistakes for the past week. If you have been backing up every day Retrospect lets you retrieve a good version of the file from a week ago (or any point in time it was backed up). This is an important benefit of Retrospect not found in “disk mirroring” software used for backups.
Retrospect provides a number of ways to protect and restore your data. There are two basic types of operations you can perform with Retrospect: immediate operations and automated operations.
For example, if you launch Retrospect and click Backup>Backup from the navigation bar, you have taken the first steps in creating an immediate operation. If you make a script to do the same backup on a specific schedule, that is considered an automated operation.
Immediate Operations are discussed in detail in Immediate Operations. The process of creating scripts is described in Automated Operations.
Most of the operations in Retrospect, whether immediate or scripted, require a source and a destination. For a backup, the source is generally a volume or subvolume on a computer’s hard drive; the destination is a Backup Set stored on backup media (disks, tapes, CDs, etc.).
Immediate/Automated Operation Source Destination
Backup Volume(s)/Database(s)/Mailbox(es) Backup Set(s)
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Duplicate Volume Volume
Archive Volume(s) Backup Set
Transfer Backup Sets Backup Set(s) Backup Set
Transfer Snapshots Snapshot(s) Backup Set
Restore Snapshot Volume
Restore Database Snapshot Database
Restore Mailbox Backup Set Mailbox
There are two types of automated operations that only require a source (no destination): scripted grooming and scripted verification.
Volumes, Backup Sets, Snapshots, and the various types of immediate and automated operations are all discussed in greater detail elsewhere.

Progressive Backup

Retrospect uses patented technology to perform “progressive” backups. Progressive Backup intelligently copies only files that are new or have changed since the previous backup to a Backup Set. You don’t have to specify whether you want a “full” or “incremental” backup. Retrospect, by default, copies any and all the files it hasn’t already backed up.

Backup Sets and Their Components

The basic building block of Retrospect is the Backup Set, which is a set of one or more disks, tapes, or CD/DVD discs, or a file. Individual pieces of media (for example, tapes, CD/DVD discs, disks, or cartridges) are members of a Backup Set.
You can back up as many source volumes as you like to a single Backup Set. For example, you could have a single Backup Set as the backup destination for your computer’s internal hard disk, your external hard disk, a file server, and a co-worker’s hard disk on a computer with installed Retrospect Client software.
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When a disk, tape, or CD/DVD fills with data, Retrospect asks for a new one. It uses any available (that is, in the drive) new or erased media. If the media has the name Retrospect is looking for, Retrospect will erase and re-use it. To reduce the danger of unintentionally destroying data, Retrospect will never automatically use a medium with the wrong name if it has data on it.
Retrospect uses a Catalog File, an index of the files and folders contained in a Backup Set, to keep track of files and media, so you never have to think about which files are on which disks, tapes, or CD/DVDs. See Catalog Files for more information.

Tape Backup Sets

A tape Backup Set uses tapes from a tape device such as a DAT drive, LTO drive, AIT drive, VXA drive, or DLT drive. Files are backed up to the tapes and the Catalog File is usually saved on the hard disk of the computer doing the backup. Hardware and the Retrospect web site provide more detailed information on tape drives.
Retrospect’s Advanced Tape Support option can only be used with tape Backup Sets and is designed to allow users to run concurrent executions to multiple tape drives. See Advanced Tape
Support for more information.

CD/DVD Backup Sets

A CD/DVD Backup Set uses recordable discs with CD-R, CD-RW, DVD-R, DVD-R DL, DVD-RW, DVD+RW, DVD+R, or DVD+R DL drives. Files are backed up to the discs and the Catalog File is usually saved on the hard disk of the computer doing the backup. Hardware provides more detailed information on CD/DVD drives.
Retrospect, Inc. uses the term “disc” to refer to a recordable disc to be used in a CD-R, CD-RW, DVD-R, DVD-R DL, DVD-RW, DVD+RW, DVD+R, or DVD+R DL drive. These drives all work nearly the same with Retrospect, though they may use different media. The difference is that data on “R” discs cannot be erased, while “RW” discs can be erased in rewriteable drives and reused by Retrospect. Rewriteable discs are, of course, also recordable.
You cannot use a CD-ROM or DVD-ROM drive to restore from a CD/DVD Backup Set. Though the ability to write is not needed during restoring, a CD-ROM or DVD-ROM drive cannot recognize the Retrospect Backup Set format of a CD-R, CD-RW, DVD-R, or DVD-RW.

Disk Backup Sets

A disk Backup Set uses hard disks, servers, NAS devices, or ejectable disk media (such as DVD­RAM and and MO). Files are backed up to the disks and the Catalog File is usually saved on the hard disk of the computer doing the backup. Hardware provides more detailed information on removable disk drives and hard disk drives.
Retrospect provides a number of features designed specifically for the advantages of disk backup. See Disk Grooming and Disk Backup Sets and Multiple Executions for more information.
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File Backup Sets

A file Backup Set combines the Catalog File and backed-up files into a single file stored on a volume. (This volume can be any disk drive other than a floppy disk, such as a hard disk, file server or shared disk, or removable disk, that you can access from the Windows Explorer and map to a drive letter.)
A file Backup Set can be no larger than the volume on which it is stored, nor can it exceed the maximum file size of the file system (FAT, FAT32, or NTFS). You can decrease the amount of space used by a file Backup Set by using Retrospect’s data compression option.
Unlike other types of Backup Sets, file Backup Sets cannot span media. Once the maximum file size is reached, the Backup Set cannot be appended.

Backup Actions

The main purpose of performing a backup is to copy files into a Backup Set. You can instruct Retrospect to perform four different types of backup actions. A Normal backup adds every file not already in the Backup Set. A New Member backup skips to a new member in the current Backup Set and does a Normal backup to this member. A Recycle backup erases a Backup Set and then adds every file not already in the Backup Set—in effect, all files. A New Backup Set backup creates a new Backup Set and copies every file not already in the Backup Set—again, in effect, all files.
Retrospect’s default backup action, Normal, does Progressive Backups for efficient backups without any extra effort on your part.
Backup Strategies, offers several backup strategies that use Normal, Recycle, New Member, and
New Backup Set backup actions. Study these strategies to learn how to maximize backup safety and effectiveness by alternating between Backup Sets and rotating media off site.

Normal Backups

A Normal backup, as its name suggests, is the action to use in most situations. It is a Progressive Backup, which saves media space by avoiding redundant files in a Backup Set. A Normal backup copies only files which are new or newly modified.
During a Normal backup, Retrospect compares the list of files selected to be backed up against the list of files in the Backup Set’s Catalog File, then copies only those files which are not already present on the media. When a Normal backup is done to a new Backup Set, there are no files in the Backup Set, so everything selected from the source is backed up.
Normal Backup Example
The backup administrator creates a new Backup Set and does a Normal backup to it with a new or erased medium in the backup device. Because no files exist in the new, empty Backup Set, Retrospect copies all the selected files to it. The next day the administrator does another Normal backup to the Backup Set. Retrospect compares the selected source files to the Catalog File, then marks several new files and a few files which have changed since the previous day’s backup. Only these new and changed files are added to the medium previously used with this Backup Set (or a
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new medium if the other fills to capacity).

New Member Backups

When Retrospect performs a New Member backup, it skips to a new member of the current Backup Set. Retrospect first looks for a member with the correct name and uses that member if it can find it. If Retrospect cannot find the named member, it automatically adds any available new or erased media (of the correct type) as a new member. Finally, if Retrospect cannot find either the named member or new or erased media, it displays the media request window and the operation stops until the media request is fulfilled.
Since New Member backups use an existing Backup Set, they only copy new and changed files since the last backup.
New Member Backup Example
The backup administrator wants to set up a specific workflow that involves backing up to a different tape each day of the week, regardless of whether or not the tape fills up. Furthermore, the administrator wants to save time and media space by backing up only new and changed files each day (rather than doing a new, full backup each day).
So, he creates a script that runs New Member backups to his Backup Set every Monday, Tuesday, Wednesday, and Thursday. On Friday, he runs a Recycle backup, which resets the Backup Set, allowing the process to start over again on Monday.
This is an example of how the New Member backup feature could be used. Retrospect, Inc. does not generally recommend recycling a Backup Set each week, unless you are sure that you won’t need to restore any older data, or older data is also protected in a different Backup Set.

Recycle Backups

When Retrospect performs a Recycle backup, it clears the Catalog File contents (if any) of the Backup Set so it appears that no files are backed up. Then it looks for the first media member of the Backup Set and erases it if it is available. If the first member is not available, Retrospect uses any available new or erased tape, disk, or CD/DVD. Everything selected from the source is backed up to the Backup Set.
Recycle Backup Example
The backup administrator decides the Catalog File is getting too large after a month of Normal backups to the Backup Set. She starts a Recycle backup with the first media member in the backup device and Retrospect resets the Catalog File, erases the files on the media, and copies all the selected files.

New Backup Set Backups

When Retrospect performs a New Backup Set backup, it makes a new Backup Set (with a name
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similar to the old one) using a new or erased tape, disk, or CD/DVD. This allows the original Backup Set and its Catalog File to remain intact for long-term storage in a safe place. The new Backup Set Catalog File and the new media member are each named with a number in sequence, such as “Office Net [001]” and “1-Office Net [001]”. Retrospect replaces references to the old Backup Set in scripts and schedules with the new Backup Set name.
Since New Backup Set backups create a new Backup Set with a new Catalog File, Retrospect copies all selected files during the backup.
New Backup Set Backup Example
The backup administrator wants to rotate a Backup Set off-site, so she starts a New Backup Set backup with a new or erased medium in the backup device. Retrospect creates a new Backup Set with a new Catalog File, and copies all the selected files to the media. The previous Backup Set remains intact and the administrator takes its media to a secure location off site.
New Backup Set backups are ideally used for rotating disks, tapes, or CD/DVDs for off-site storage.

Catalog Files

Retrospect uses a separate Catalog File (usually stored on your hard disk) to keep track of the all the files in a Backup Set. The Catalog File lets you quickly search for files (including older versions of backed up files) without having to actually search the backup media itself.
The Catalog File is an index or table of contents of the files on the backup media of a Backup Set. The Catalog File lets you view the contents of a Backup Set without any of its media on hand. A Catalog File is required for all operations which copy files to and from a Backup Set. If a Catalog File is lost or damaged, Retrospect can rebuild a Catalog File from the media. Catalog Files typically use four megabytes of disk space for every ten thousand files.
Catalog Files cannot be viewed or opened without Retrospect.

Snapshots

Because Retrospect does Progressive Backups, it may have several versions of a file scattered among several backup sessions within a Backup Set. For example, you may update your “Weekly Status Report” document every week, and because each update modifies the file, Retrospect backs up each one to your Backup Set. A flat list of all versions of all the files in the Backup Set would be very confusing. For this reason, among others, every time you back up, Retrospect places a Snapshot of the source volume in the Backup Set.
A Snapshot is a list—you can think of it as a picture—of all files and folders on a volume when it is backed up. For each volume, one Snapshot is stored in the Catalog File and a copy of the same Snapshot stored on the backup medium (tape, disk, cartridge, or CD). Following each successful backup or archive operation, the old Catalog File Snapshot is replaced but old media Snapshots remain untouched and Retrospect adds new Snapshots to the medium.
When you want to restore from a backup, you can tell Retrospect to use a Snapshot to restore the
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entire contents of a disk. Or, you can use a Snapshot as a guide to see the volume as it was at a given point in time when it was backed up, picking and choosing individual files to restore. Snapshots allow you to perfectly restore each volume to its exact state at the time of any completed backup.
Snapshots help Retrospect keep track of the volumes to which a file belongs. When Retrospect first backs up a volume to a new Backup Set, it copies the selected files and saves a Snapshot. When it subsequently backs up other volumes, it does not copy files that exactly match files already in the Backup Set. However, they are still noted in each volume’s Snapshot. This efficient storage saves backup media by not redundantly copying exactly matching files.
You can retrieve Snapshots from media if you want to restore a volume, folder, or file as it was at any given backup.
Because a Snapshot represents a volume at a specific point in time, you cannot use a Snapshot to find multiple versions of a file throughout different backup sessions on different dates. However, Retrospect does provide an easy way of doing this, which is explained in Restoring by Search.

Retrospect and Clients

The Retrospect application can back up any volume that can be accessed from the Windows Explorer or can be assigned a drive letter, whether it is a volume shared over a network or a drive connected directly to your computer.
Retrospect Clients can extend the backup and restore capabilities of Retrospect to other computers on your network. A computer equipped with Retrospect Client software is known as a Retrospect client computer, or simply a client. Retrospect can back up clients on the network without the need for installing file servers, starting file sharing, or mounting volumes.
You could back up other computers on your network using Microsoft Networking, but this requires careful configuration of sharing, users, and permissions. Using Retrospect Client software to back up the same computers is much simpler: you install the client software once, then if that computer is turned on (even if no one is logged in) you can back it up over the network.

High-level Dashboard

Retrospect’s new dashboard is a valuable productivity tool that gives you a high-level overview of a backup server, including a visual summary of all backups run during the past week. You can quickly see which sources are not protected, identify which sources back up the most data, and evaluate storage usage - saving time and ensuring complete data protection. The information is also useful for adjusting backup schedule, as well as storage and network bandwidth capacity planning.

Accessing the Dashboard

Launch Retrospect Activity Monitor from the Windows Start menu or Start screen.
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Identifying the source of large backup

In the Backups section of the dashboard, each colored segment of a bar graph represents a backup. Hovering the cursor over a colored segment shows you the corresponding backup’s source, file count, and size. Segments for the latest backups of the day are towards the left.
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Chapter 4

Hardware

Hardware OverviewCommunication TechnologiesSeeing Your Backup DevicesCD/DVD DrivesRemovable Disk DrivesHard Disk DrivesTape DrivesTape LibrariesRemovable Storage ManagerMedia Longevity and StorageMultiple Backup DrivesNetwork Attached Storage (NAS) Devices
This chapter explains the device communication technologies used by Retrospect and describes how to use Retrospect with your backup device. If you are already familiar with SCSI, Fibre Channel, iSCSI, FireWire, and USB, you can skip the explanations and read the sections that apply to your particular hardware setup and backup device.

Hardware Overview

Retrospect uses hardware intensively. Its purpose is to transfer large amounts of data between a source volume, such as a hard disk, and a backup device, such as a tape drive, as efficiently as possible. If these hardware systems do not work correctly, Retrospect cannot properly back up your data. For this reason you should understand how your hardware functions and how it relates to Retrospect.
Retrospect, Inc. maintains an extensive laboratory devoted to testing Retrospect with different backup devices. Nothing taxes storage devices more than backups, so if there is a problem, Retrospect, Inc.’s intensive testing will most likely find it. Device manufacturers supply Retrospect, Inc. with pre-release versions of their devices so Retrospect, Inc. can identify problems before the devices are made available to the public. Refer to the Retrospect web site for the latest compatibility information and more specific details on supported devices.
If you have problems with Retrospect and your backup devices after you have confirmed you have a valid hardware and software installation, refer to Problems and Solutions.

Communication Technologies

Retrospect communicates with hardware devices using a number of different methods. This section describes the most common methods and how they interact with Retrospect.

SCSI

SCSI (Small Computer System Interface) is a specification of mechanical, electrical, and functional
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standards that lets a computer connect and communicate with peripheral devices such as hard drives, tape drives and libraries, and scanners. You can add SCSI capability to your computer with a SCSI host adapter.
SCSI connects a computer with peripherals by linking one or more devices with SCSI cables plugged into SCSI ports. The devices are connected serially—one after the other—in a simple layout known as a daisy chain. Each device must have its own unique identifying SCSI address, or ID. (You set a device’s ID number on the device itself.)
Both ends of a SCSI chain must be “terminated” to maintain the integrity of communication signals on the chain. This is done with a terminator, a device that attaches to an open SCSI port and acts as a plug or stopper. Most SCSI cards have built-in termination, so you only need to worry about terminating the other end of your SCSI chain. If you have an internally terminated or self-terminating SCSI device, it should be the last device of the SCSI chain (that is, at the end and the furthest device from the computer). To find out the termination requirements for your specific hardware setup, refer to your SCSI card’s documentation and the documentation that came with each peripheral device.
The IDs on your chain do not have to be sequential or in a particular order; the SCSI chain is not affected by the order as long as no devices share the same number.
To ensure proper operation of your SCSI devices, always turn on each SCSI device in your chain before you turn on your computer, and do not turn them off until after you shut down your computer.

iSCSI

iSCSI is a storage networking standard that allows SCSI commands to be sent over Internet Protocol (IP) networks. Retrospect supports iSCSI tape drives and libraries, as well as iSCSI disk arrays.
Retrospect, Inc. recommends using the latest version of the Microsoft iSCSI Software Initiator.

Fibre Channel

Fibre Channel is a serial data transfer architecture designed for storage devices that require very high data transfer rates. Fibre Channel combines the best features from SCSI and IP network transfer protocols.
Retrospect supports fibre channel tape drives and tape libraries using three different topologies:
Point-to-point: Connects the backup computer directly to the Fibre Channel tape library using a
dedicated cable.
Arbitrated loop (FC_AL): Connects up to 126 devices or nodes in a single, continuous loop or
ring.
Switched fabric: The most complex topology, switched fabric can be used to connect up to 16
million nodes.
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For FC_AL and switched fabric, Retrospect does not lock the device from other applications or
share the device properly. It is the responsibility of the network administrator to ensure that only one copy of Retrospect has full access to the fibre channel storage device.
Retrospect is not designed to share a fibre channel library. To share a fibre channel library between multiple copies of Retrospect, choose a library that can be partitioned into multiple smaller virtual libraries and assign a partition to each Retrospect backup server.

FireWire

FireWire is a specification of mechanical, electrical, and functional standards which lets a computer connect and communicate with storage devices, such as hard disks and removable disk drives, and other peripheral devices, such as scanners and video camcorders. FireWire is also known as i.LINK or 1394, from its official IEEE 1394 specification.
FireWire connects a computer with peripheral devices by linking as many as 63 devices with special FireWire cables plugged into FireWire ports. FireWire is hot-pluggable, so, in most cases, you do not have to shut down devices to add or remove them, nor do you have to restart your computer. FireWire is capable of extremely fast transfer rates.
Retrospect needs special software drivers to support some FireWire devices. For installation and configuration information and to determine which software is required for your FireWire device, refer to the documentation that came with your device.

USB/USB 2.0/USB 3.0

USB (Universal Serial Bus) is a specification of mechanical, electrical, and functional standards which lets a computer connect and communicate with input devices, such as keyboards and joysticks, and peripheral devices, such as storage devices and scanners.
USB/USB 2.0/USB 3.0 connects a computer with peripheral devices by linking up to 128 devices with special USB cables plugged into USB ports.
Retrospect needs special software drivers to support some USB devices. For installation and configuration information and to determine which software is required for your USB device, refer to the documentation that came with your device.

Seeing Your Backup Devices

To see a list of the backup devices available to Retrospect, click Configure>Devices from the navigation bar, then click the Environment tab in the Storage Devices window. Retrospect displays all ID numbers and their connected devices, if any.
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For each address, Retrospect lists the device ID, vendor ID, product ID, firmware version, and Retrospect driver.
If the device has been qualified by Retrospect, Inc. for use with Retrospect or the device is “recognized”, the driver is identified in boldface. Recognized devices that are not listed as “qualified” on the Retrospect web site will work fine with the listed driver under most circumstances.
To determine if your device is qualified, refer to the Support & Hardware section of
www.retrospect.com . You can also check the web site to see if Retrospect, Inc. has released a
Retrospect Driver Update (RDU) for your device.
Retrospect does not have its own drivers for removable disk drives because it can already communicate with them through the operating system.
Certain drives require specific versions of firmware. To determine your drive’s firmware version, click Configure > Devices, and click the Environment tab. If your firmware is an earlier version than is required, contact your drive vendor.

When You Can’t See Your Backup Device

All backup devices that are properly connected to the backup computer should also appear in the Windows Device Manager. If you cannot see the device, refer to its documentation for information on setting it up properly.
Also make sure your computer’s BIOS is set to correctly enable all devices connected to the IDE bus. Refer to the documentation that came with your computer for more details.
For SCSI devices, make sure each device is turned on, the cables are securely connected, each device has a unique ID, and the SCSI chain is properly terminated. Do not rearrange devices on a
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SCSI chain unless each device and the computer itself are all turned off.
If your SCSI chain is not properly connected and terminated, or if there is an ID conflict, many different problems can result. The most harmless problem would be a device that does not appear in the device status list. A more serious—yet subtle—problem could be a communication failure between the backup computer and the backup device, leading to data loss. The most serious problem would be damage to your computer or SCSI devices on the chain.

Toolbar Commands for Seeing Devices

The Environment tab’s toolbar has the following commands for seeing devices:
Ignore ID: If you select a device and click Ignore ID, Retrospect will not scan that ID when Retrospect is next opened after you quit. This may be useful if you are not backing up to your CD/ DVD drive and want to use it to play music while you are backing up. It is also a good way to ignore devices on a Fibre Channel or iSCSI network that you don't want the backup computer to see.
Don’t Ignore ID: To make Retrospect recognize a previously ignored ID, select the ID and click Don’t Ignore ID. Retrospect will scan that ID when Retrospect is next opened after you quit.
Refresh: Clicking this button forces Retrospect to scan for devices and display any changes since the window was initially opened.
Configure CD/DVD Drive: If you select a CD/DVD drive and click this button, you can create (or delete) a custom configuration for your CD/DVD drive. See Configuring CD/DVD Drives for more information.

CD/DVD Drives

With Retrospect, you can back up to and restore from CD/DVD drives. Retrospect, Inc.’s hardware lab qualifies many, but not all, CD/DVD drives. For a list of qualified drives, see
www.retrospect.com .
The list of qualified drives includes a number of double layer DVD drives for use with DVD+R DL and DVD-R DL media.
If your drive is not qualified, Retrospect may still be able to support it. See Configuring CD/DVD
Drives for more information.
When Retrospect is executing a script unattended and requires a new disc, it will automatically use any disc in the drive that is erased or has the correct name.
New, blank CD-R, CD-RW, DVD-R, DVD-RW, DVD+R, or DVD+R DL media is considered erased and will be used. New DVD+RW media will be prepared by Retrospect and then used. Previously recorded CD-R, DVD-R, DVD-R DL, or DVD+R media cannot be erased and thus cannot be used by Retrospect.
Because a disc with any recorded data will not be used by Retrospect in unattended operations, it is a good idea to prepare rewritable media ahead of time by erasing CD-RW, DVD-RW, or DVD+RW
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discs containing unwanted data. See Toolbar Commands for Discs.
You cannot restore data for CD/DVD discs unless you have a writable disc drive.

Recordable and Rewritable Media

CD-R, DVD-R, DVD+R, and DVD+R DL discs are write-once media which cannot be erased. Use care when choosing your CD/DVD Backup Set names and when deciding which files to back up.
CD-RW, DVD-RW, and DVD+RW discs are rewritable and can be recorded over and over like removable disks. There is a limit to the number of rewrites, but you are not likely to encounter it with Retrospect.
Retrospect, Inc. uses the term “disc” to refer to a recordable disc used in a CD-R, CD-RW, DVD-R, DVD-R DL, DVD+R, DVD+R DL, DVD-RW, or DVD+RW drive. These drives all work nearly the same with Retrospect, though they may use different media. The difference is that data on “R” discs cannot be erased, while “RW” discs can be erased in rewritable drives and reused by Retrospect. Rewritable discs are, of course, also recordable.
Retrospect can use any media supported by a given drive. Different brands, speeds, and types of media vary greatly. For best results, use high-quality media. Some drive manufacturers recommend or require particular brands of media with their drives, while some do not support using high-speed media. Check with your drive manufacturer for media recommendations.
For maximum performance and reliability, use DVD+R, DVD+R DL, or DVD+RW media if your drive supports it.
Formatting discs with other programs prior to backup is neither necessary nor recommended. Use only unformatted or erased discs.
Backup discs created by Retrospect are accessible only by Retrospect or other Retrospect Backup products, and only with supported CD/DVD devices. The discs do not mount on the desktop for use with the Windows Explorer or other software.

Viewing Disc Status

You can use Retrospect to view information about CD/DVD discs that you want to use, or have used, for backups.
Before viewing disc information, make sure the device you want to use is listed in the Storage Devices window. If the device you want does not appear in the window, see Seeing Your Backup
Devices.
Retrospect requires the exclusive use of the CD/DVD drive and it will first eject any loaded, previously recorded (finalized) CD-ROM or audio disc from the drive. The drive is then reserved for Retrospect’s exclusive use until Retrospect quits.
To view disc status:
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1. Insert the disc in the drive.
2. When you insert a disc in a CD/DVD drive, the operating system or other software may ask how you wish to prepare or format the disc. Always ignore formatting prompts and exit these windows, as you should not prepare backup discs with anything but Retrospect.
3. Click Configure>Devices.
The Storage Devices window displays.
Once a disc is loaded, its status appears:
Ready indicates the disc contains Retrospect data.
Erased indicates an empty disc, ready for use by Retrospect.
Write Protected means the disc is locked or full.
Content Unrecognized means the disc is not empty, but does not contain valid Retrospect data.
(see Content Unrecognized).
Wrong Version may mean the drive’s firmware is not supported. Or, it may mean the inserted disc was written to by Retrospect for Macintosh. Retrospect for Windows cannot read such discs.
Incompatible indicates that the drive does not support the media that is inserted, or that media type was not used when creating a custom configuration for the drive.
Hardware Error indicates a device error has occurred.
Damaged Disc indicates that the disc was damaged during the previous backup. You may not be
able to append to this disc.
Running and Busy indicates the drive is busy.
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No Media indicates there is no disc in the drive.

Toolbar Commands for Discs

The Storage Devices window toolbar includes a number of commands for use with discs:
Properties displays information about the disc drive. If a disc is inserted, the Properties window also displays information about it, including whether or not it is a member of a Retrospect Backup Set and its format.
Eject unloads the selected disc from its drive.
Erase erases the contents of the selected rewritable disc. This command is not available with
recordable-only discs.
When you erase a DVD+RW disc, retrospect asks if you want to do a short or long erase. Short erase performs a fast rewrite of the disc’s header. Long erase performs a multi-hour erase and conditioning cycle.

Configuring CD/DVD Drives

Retrospect includes built-in recognition for many CD/DVD drives. For drives that are not recognized, you can create a custom configuration.
Custom configurations are not qualified through Retrospect, Inc.’s rigorous Hardware Certification process, but successful configurations are supported.
During the custom configuration process, Retrospect asks you to insert a blank disc. This disc is used to run a series of tests. Make sure to insert the type of disc (e.g., DVD+RW) that you want to use for backups. After Retrospect finishes configuring the drive for one type of disc, you will have the opportunity to run the tests again with additional media types.
It is only necessary to configure the drive with the type of media that will be used for backup.
After creating a custom configuration, you should perform a backup with verification turned on to ensure that Retrospect works properly with the device.
When custom configuration is run using write-once media, that media cannot be used for other operations.
Automatic configuration
If the backup computer is not connected to a supported tape or CD/DVD drive, but is connected to an unrecognized CD/DVD drive, the CD/DVD configuration dialog automatically appears when you
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click Configure>Devices or perform another operation that requires a backup device.
To create a custom configuration for the drive click Configure and follow the on-screen prompts. To skip configuration and prevent the dialog from appearing again, click Ignore. To skip configuration now, but allow the dialog to appear again next time, click Cancel.
Manual configuration
In some rare cases, you may want to create a custom configuration that overrides Retrospect’s built-in recognition. You should use this procedure only if you are experiencing difficulty backing up to a CD/DVD drive, or if you are directed to do so by Retrospect Technical Support. While customization may improve communication between Retrospect and the drive, it may not.
In the navigation bar, click Configure>Devices. Click the Environment tab, select the CD/DVD drive you want to reconfigure, then click the Configure CD/DVD button in the toolbar. In the dialog that appears, click Configure, then follow the on-screen prompts to create a custom configuration for the drive.
Deleting a custom configuration
If you created a custom configuration for a CD/DVD drive and you continue to have problems, or your problems get worse, delete the custom configuration.
In the navigation bar, click Configure>Devices. Click the Environment tab and select the CD/DVD drive you want to reconfigure. Right-click it and choose “Configure CD/DVD Drive”. In the dialog that appears, click Delete to remove the selected device’s custom configuration and use Retrospect’s built-in support, if available. Click OK to confirm deletion.
Retrospect cannot back up to a CD/DVD drive for which it is has no configuration (custom or
built-in).

Removable Disk Drives

Removable disk drives use media that can be accessed from the Windows Explorer. This includes Zip, REV, SuperDisk, DVD-RAM, and MO. You must be able to copy files to and from the disk in the Windows Explorer to use a removable disk drive with Retrospect.
Before using Retrospect to back up to a removable disk you should be familiar with the procedures to insert, format, erase, and eject disks.

Choosing the Backup Set Type

A removable disk drive can be the destination for both file Backup Sets and disk Backup Sets. There are some important differences between these two types of Backup Set:
A disk Backup Set can grow continuously by spanning multiple removable cartridges or disks,
just as a CD/DVD Backup Set can span multiple discs. A file Backup Set cannot grow beyond the available space of its single disk or cartridge.
Removable disks used as part of a disk Backup Set must be erased before you can use them.
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Removable disks used as part of a file Backup Set do not have to be erased, and the disk can store and access files other than the Backup Set data files.

Viewing Removable Disk Status

You can use Retrospect to view information about removable disks that you want to use, or have used, for backups.
To view disk status:
1. Click Configure>Volumes.
The Volumes Database displays.
2. Insert a disk into the drive.
Once the disk is loaded, it appears in the Volumes Database with its drive letter next to it.

Preparing Removable Disks for Use

It is a good idea to prepare removable disks for use ahead of time by erasing or reformatting them, then adding them as members of a Backup Set. When Retrospect is executing a script unattended and requires additional storage for the disk Backup Set, it will automatically use a disk that was previously added to the Backup Set.
After formatting or erasing disks as described in Formatting and Erasing Removable Disks, you can add them to disk Backup Sets as described in Adding a Disk to a Backup Set.

Formatting and Erasing Removable Disks

Before you use an unformatted removable cartridge or similar disk with Retrospect, you must first format the disk from the Windows Explorer or a formatting utility.
For removable cartridges such as Zip, REV, SuperDisk, DVD-RAM, or MO, format with the software that came with your drive.
It is a good idea to format all of your cartridges using the same formatting method.
For Windows, to avoid long delays while Retrospect erases disks, format your cartridges as NTFS volumes.
To erase removable disks, click Configure>Volumes from the Retrospect navigation bar. Select the disk to erase and click the Erase button on the toolbar.

Toolbar Commands for Removable Disks

Properties displays information about the removable disk drive. If a disk is inserted, the properties window also displays information about it, including whether or not it is a member of a Retrospect Backup Set and its format.
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Eject unloads the selected medium from its drive.
Erase erases the contents of the selected disk.

Hard Disk Drives

Retrospect supports hard disk drives as a backup destination. This includes internal and external hard disks directly connected to the backup computer, and hard disks served over the network. To use a hard disk with Retrospect, it must be accessible through the Windows Explorer, since Retrospect uses the file system, not custom drivers, to communicate with hard disk drives.
To see the hard disks available for use with Retrospect, click Configure>Volumes.
The main drawback of using a fixed hard disk as a backup device is that it does not have removable media for off-site storage and media rotation. (Backup Strategies describes these important aspects of safe and secure backups.) “Hot-swapable” and removable drives are more flexible in these respects.

Choosing the Backup Set Type

A hard disk drive can be the destination for both file Backup Sets and disk Backup Sets. There are major differences between these two types of Backup Set. Disk Backup Sets provide the maximum flexibility and performance because they can:
Span multiple disks, including network volumesInclude the option to automatically groom disks to reclaim disk spaceProvide the best support for backing up to NAS devices and serversUse the same Backup Set as the destination in one operation while, at the same time, as the
source for one or more additional operations.
In addition, disk Backup Sets do not have the file size limitations inherent in a file Backup Set.
When saved on hard disks, both file Backup Sets and disk Backup Sets can store and access files other than the Backup Set data files.

Preparing Hard Disks for Use

It is a good idea to prepare disks for use ahead of time by adding them as members of a Backup Set. When Retrospect is executing a script unattended and requires additional storage for the disk Backup Set, it will automatically use a disk that was previously added to the Backup Set.
To add a disk to a Backup Set, see Adding a Disk to a Backup Set.

Disk Grooming

By default, when a disk that is a member of a disk Backup Set becomes full (or uses all the disk space you allotted), Retrospect asks for a new disk so it can continue to copy files and folders.
If you would rather continue to use the existing disk, you can use Retrospect’s grooming options to reclaim disk space by deleting older files and folders to make room for new ones.
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Once disk grooming is enabled and you specify a grooming policy (or use Retrospect’s policy), Retrospect automatically deletes older files and folders (based on the policy) when it needs more space. For more information on setting disk grooming options in the Backup Set Creation Wizard, see Grooming Options for Disk Backup Sets.
Grooming deletes files and folders. These files and folders cannot be recovered. Before enabling grooming, make sure you have a backup policy that protects your critical files and folders.
You can change or turn off a disk Backup Set’s grooming options at any time. If you want to protect backups from specific points in time, you can “lock” them to prevent Retrospect from grooming them. You can also select specific Snapshots not groomed by policy, to delete from the Backup Set. See The Snapshots tab for more information.
Grooming is useful as part of a staged backup strategy. See Staged Backup Strategies for more information.

Tape Drives

Retrospect supports most tape drives without requiring the installation of additional software. For a list of supported tape drives, see www.retrospect.com .
Unlike random access devices such as hard drives, removable disk drives, and CD/DVD drives, tape drives are sequential access devices. Since the data reading mechanism cannot immediately go to the correct data position on the media, a tape drive accesses data more slowly than a disk drive (or similar random access device). It is just like fast-forwarding a music cassette to find your favorite song.
Sequential access media is relatively inexpensive, has large capacity, and has a good sustained data transfer rate. Thus, tapes are particularly well suited for backups.
When you use Retrospect to back up a volume to a tape, the data is written sequentially from the beginning of the tape to the end. When you add backups to the tape, the data is appended where the previous data ends, until the tape runs out.
Neither the backup computer nor Retrospect will mount a tape or map it to a drive letter when you put it in the drive, so do not expect the tape to appear on your Windows desktop. Though the technology exists to let you map a tape as a volume and use it like a disk, you probably would not want to do this for regular backups because of the performance issues discussed previously. Retrospect’s system for backing up and restoring files to and from tapes is far more powerful, efficient, and reliable.

Tape Capacity

The actual amount of data that will fit on a given tape will vary due to many factors. A tape’s capacity can be greatly influenced by the relative speeds of the backup computer and the tape drive.
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If you back up a slow source (for example, a slow computer, a slow hard drive, or a shared volume on a network) to a fast tape drive, the tape capacity is reduced by the source’s inability to supply a steady flow of data to the tape drive. (This is like dictating to an audio cassette recorder; you can record more words if you speak quickly without pauses, but when you take a breath you are wasting tape because the recorder is still going, recording silence.) When the tape drive runs out of data while backing up, it must stop writing data, reposition the tape, and resume writing at the correct section of the tape. Each reposition reduces the capacity of the tape, and excessive repositioning can lead to accelerated device wear.
Do not be surprised if your tapes end up with less than their advertised capacities. Some tape drives are represented as being capable of higher capacities than the drives normally achieve in day to day use. The representations refer to the amount of data before it gets compressed by a tape drive with hardware compression capability—and they often assume generous compression rates.

Compression

Compression, which can be done by Retrospect or a capable tape drive, conserves space on media by reducing the size of the data being stored. Compression does not actually increase the media capacity—a given disk or tape can only hold a certain amount of data. Compression squeezes the original data to a more compact size before the data is put on the tape, allowing you to fit more of your files on a given tape.
Hardware data compression is extremely common on tape drives. Retrospect uses a drive’s hardware compression whenever possible, automatically turning off Retrospect’s software compression option if necessary.
It is faster to let the hardware compress the data than to have Retrospect compress it.
The amount of compression achieved varies depending on the type of data being backed up. Text files generally compress well, while applications and system files do not. Compression typically reduces data to half its original size.
Retrospect disables hardware compression when you use encryption because encrypted data compresses poorly. If you need to use encryption and compression together, use Retrospect’s software compression option. Retrospect then compresses the data before encrypting it, which is not possible when hardware compression is used.

Tape Drive Mechanisms

Though you may buy your tape drive from one of many companies, the drive is actually built around a mechanism from one of several manufacturers. Typically, companies purchase bare mechanisms from manufacturers, put them in their own cases and packaging, and support the products with their own staffs.
Popular types of tape mechanisms available are AIT, DAT, DLT, LTO/Ultrium, S-AIT, Travan, and VXA. Robotic tape libraries are available for several types of these drive mechanisms.
High speed, large capacity tape drives such as AIT, DLT, LTO/Ultrium and S-AIT require a high performance environment. Best speed and capacity results are achieved with a fast computer
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processor. The most important performance factor is the speed of the source volume. If the source is too slow, the drive must frequently stop to reposition the tape while waiting for additional data. If the drive repositions too often, copy performance will decrease dramatically.
A staged backup strategy that involves backing up to disk, then transferring the backup to tape can help improve overall performance when backing up to tape. See Staged Backup Strategies.
AIT
Eight millimeter drives using Advanced Intelligent Tapes (AIT, AIT-2, AIT-3, and AIT-4) are among the fastest tape drives available. Their mechanisms can store 12 to 200 GB of uncompressed data at very high speed when used under optimal conditions.
DAT
DAT drives span the gap between entry-level tape drives such as Travan and higher-end products such as DLT and AIT. Each compact DAT cartridge, containing a length of 4 mm wide tape, holds about 2 GB (DDS-1), 4 GB (DDS-2), 12 GB (DDS-3), 20 GB (DDS-4), 36 GB (DAT 72), or more depending on how much your files are compressed. Speeds range from 6 MB per minute with older DDS-1 drives to 150 MB per minute with newer DAT 72 drives.
DLT
DLT and Super DLT drives are among the fastest tape drives available. Their mechanisms offer exceptional performance and 2.6 GB to 300 GB uncompressed capacity when used under optimal conditions.
LTO Ultrium
Ultrium tape drives are among the fastest and largest capacity tape drives available. The Ultrium format was created by the LTO (Linear Tape Open) consortium. Ultrium-1 tapes offer an uncompressed capacity of 100 GB. Ultrium-2 tapes offer an uncompressed capacity of 200 GB. Ultrium-3 tapes offer an uncompressed capacity of 400 GB.
S-AIT
Super AIT (S-AIT) drives are among the highest capacity tape drives available. S-AIT tapes offer an uncompressed capacity of 500 GB.
Travan
These tape drives have uncompressed capacities of 1.5, 2, 4, 10, or 20 GB, depending on the tape cartridge used. Travan “NS” (Network Series) drives include hardware compression.
VXA
VXA drives provide tape technology that is reliable and relatively inexpensive for small- to medium­sized environments. VXA formats data in packets, operates at variable speed, and can read data multiple times in a single pass of the tape. A VXA-1 tape can store 33 GB of uncompressed data. A VXA-2 tape can store 80 GB of uncompressed data.
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Tape Alert Support

Many tape drives and libraries support Tape Alert messages. These devices generate Tape Alert messages to report hardware errors, There are three categories of alerts:
InformationWarningCritical
Retrospect supports Tape Alert in three ways. It:
Displays a dialog box describing the nature of the error.Logs the error in the Activity Monitor’s Events tab. See Events Tab.Logs the error in the Operations Log. See Viewing the Operations Log.
You can enable/disable this behavior for any tape drive or library that is accessible from the backup computer and supports Tape Alert.
Retrospect does not automatically enable Tape Alert for most tape drives. You can enable it manually as described below.
To enable/disable Tape Alert:
1. Click Configure>Devices from the navigation bar.
2. Click the Status tab.
3. Select a tape drive or library and click the Properties button in the Storage Devices window’s toolbar.
4. Click the Tape Alert button to enable or disable Tape Alert.
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If your tape drive does not support Tape Alert, the button is not available.
The Properties window updates to display your selection.

WORM Tape Support

As a result of new compliance regulations and other factors, many tape drives and libraries now support WORM (Write Once, Read Many) tapes.
As the name suggests, WORM tapes cannot be erased or reused once data is written to them. Retrospect supports the following types of WORM tapes:
AITS-AITLTOSuperDLT
Retrospect also supports the creation of WORM tapes from normal blank or unused SuperDLT tapes using Quantum’s DLTIce feature.
WORM tapes are displayed in Retrospect with a special icon so they are easy to identify. While
normal tapes use the blue tape icon , WORM tapes have a yellow icon .
When using WORM tapes, make sure Retrospect’s “Automatically skip to blank media”
preference is turned off (which is the default setting). See Request Preferences.
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Working with WORM TapesCreating SuperDLT WORM Tapes
Working with WORM Tapes
Since Retrospect treats WORM tapes differently than normal tapes, Retrospect, Inc. recommends that you use WORM tapes exclusively with WORM tape Backup Sets.
When you create a new tape Backup Set using the Backup Set Creation Wizard, you can select a check box to create a WORM tape Backup Set. See Creating Backup Sets.
You cannot create a WORM tape Backup Set using the Backup Wizard.
WORM tape Backup Sets are displayed in Retrospect with a special icon so they are easy to
identify. While normal tape Backup Sets use the blue tapes icon , WORM tape Backup Sets
have a yellow icon .
WORM tape Backup Sets are treated differently than normal tape Backup Sets. During an automatic operation (i.e. a scripted operation) that uses a WORM tape Backup Set as the destination, Retrospect will copy files to a WORM tape with the correct name. If it cannot find a WORM tape with the correct name, it will automatically use a blank WORM tape only. Retrospect will never automatically add a blank, normal tape to a WORM tape Backup Set.
Similarly, during an automatic operation that uses a normal tape Backup Set as the destination, Retrospect will never automatically add a blank WORM tape (only a blank, normal tape) to the normal tape Backup Set.
You can manually add normal tapes to WORM tape Backup Sets and WORM tapes to normal tape Backup Sets from the Media Request window or using Retrospect’s Add Member to Tape Backup Set feature.
WORM tapes can never be erased or reused, even when they are part of a normal tape Backup Set. Normal tapes can be erased and reused even when they are added to a WORM Backup Set.
Creating SuperDLT WORM Tapes
Quantum tape drives with DLTIce have the ability to create WORM tapes from unused SuperDLTtape II tapes. Retrospect allows you to use this feature with SuperDLT 600 or later tape drives.
To create a SuperDLT WORM tape:
1. Click Configure>Devices from Retrospect’s navigation bar.
2. Click the Status tab.
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3. Select a tape and click the Format button from the Storage Devices window’s toolbar.
4. Click OK.
5. Once tapes are formatted as WORM, they can never be erased or reused.

Cleaning Your Tape Drive

Regular cleaning of your tape drive is essential for reliable performance. Dirty drive heads are a major cause of tape drive problems and reported media failures. Retrospect may report error –206
(drive reported a failure, dirty heads, bad media, etc.) in these cases.
Cleaning most tape drives is as simple as inserting a special tape cleaning cartridge and letting the drive clean itself. Refer to your drive’s documentation for its manufacturer’s cleaning recommendations.
Depending on the capabilities of your tape drive, a number of tape cleaning options are available.
For all tape drives, Retrospect has a Cleaning Interval option. To access this option, click Configure>Devices, select your tape drive in the Status tab, and click the Properties button in the toolbar.
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Click the Cleaning Interval button on the Properties window’s toolbar and enter the number of hours of drive use between cleanings.
By default, Retrospect enters 20 hours. Enter your drive vendor’s recommended cleaning interval and click OK. For standard tape drives, Retrospect adds a note to the log and displays a notification dialog the first time you quit after 20 hours (or whatever number you enter) of use. If you never quit Retrospect, you will never get a reminder.
If you have a tape library that supports barcode reading, and a cleaning tape (with a cleaning barcode label) is loaded in the cleaning slot, Retrospect automatically cleans the drive at the specified interval. If you have a tape library that does not support barcode reading, Retrospect will still automatically clean the drive, as long as you have designated a cleaning slot and inserted a cleaning tape. For more information on tape libraries, see Tape Libraries.
For barcoded cleaning tapes, you can also have Retrospect keep track of how many times the cleaning tape has been used and stop using it after a specified number of times.
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To specify the Cleaning Count:
1. Make sure a barcoded cleaning tape is loaded in your tape library, then click Configure>Devices.
The Storage Devices window displays.
2. Select the cleaning tape, then click the Properties button in the toolbar.
3. Click the Cleaning Count button.
4. Enter a number and click OK.
At any time you can see how many available cleanings remain, by checking the Properties of the cleaning tape.

Viewing Tape Status

You can use Retrospect to view information about tapes that you want to use, or have used, for backups.
Before viewing tape information, make sure the device you want to use is listed in the Storage Devices window. If the device you want does not appear in the window, see Seeing Your Backup
Devices.
To view tape status:
1. Click Configure>Devices.
The Storage Devices window displays.
2. Insert a tape into the drive.
Once a tape is loaded, its status appears on the Status tab:
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Ready indicates the medium contains Retrospect data or is a member of a Backup Set that is ready for use.
Erased indicates an empty medium.
Content Unrecognized means the tape is not empty, but does not contain valid Retrospect data.
Often, this happens when a compressed tape is inserted in a drive without hardware compression abilities. It also happens when you insert a tape written to by other backup software. (see Content
Unrecognized.).
Wrong Version may mean the inserted tape was written to by Retrospect for Macintosh. Retrospect for Windows cannot read such tapes. It can also mean the drive’s firmware version is not supported by Retrospect.
Write Protected means the tape is locked.
Hardware Error indicates a device error has occurred.
Unloaded usually means a tape is in the drive but is rewound and must be ejected and reinserted
to be used.
Running and Busy indicate the drive is busy.
No Media indicates there is no tape in the drive.

Preparing Tapes for Use

When Retrospect is executing a script unattended and requires a new tape, it will automatically use any appropriate tape that is erased or has the correct name. It is a good idea to prepare media for use ahead of time by erasing or formatting tapes.
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You can also add tapes to a Backup Set in advance of Retrospect requesting them. For a single tape drive, you can add one tape at a time. For tape libraries, you can select multiple tapes and add them all as members of a Backup Set at once.
To add tapes to a Backup Set:
1. In the Storage Devices window, select the tape(s) to add.
You must select blank, erased, or “content unrecognized” tapes.You cannot add tapes that
already belong to an existing Backup Set.
2. Click the “Add to Backup Set” button in the Storage Devices window toolbar.
3. Select a Backup Set from the list and click Add.
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Retrospect may need to erase tapes before adding them to the Backup Set. If a warning dialog displays, click OK to erase the tape(s).
The Storage Devices window displays a name and member icon for each tape that you added.
You can also add tapes to a Backup Set from the Backup Set properties window. See Adding
Tapes to a Backup Set.

Toolbar Commands for Tape Drives

The following commands for working with tape drives are available on the toolbar.
Properties displays information about the tape drive. If a tape is inserted, the properties window also displays information about it, including whether or not it is a member of a Retrospect Backup Set, its format and the hardware compression setting. The Properties window includes two buttons:
The Cleaning Interval button . See Cleaning Your Tape Drive for more information.
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The Tape Alert button . See Tape Alert Support for more information.
Eject unloads the selected tape from its drive.
Retension winds the selected tape forward to the end and back to even out the tension and
alignment. (Some types of tapes are retensioned automatically during execution, and cannot be retensioned manually with this command.) You should retension tapes if they have not been used in a long time or if the temperature or humidity of their storage environment has changed significantly.
Clean is only available if you are using a tape library. When you select a drive and click Clean, the library moves the cleaning tape from its storage slot to the drive and begins cleaning. When it’s done, the tape is moved backed to its storage slot. See Cleaning Your Tape Drive for more information.
Erase erases the contents of the selected tape, and—in the case of some tape drive mechanisms—conditions media to be reused.
Format completely reformats the selected tape. This process can be more time-consuming than Erase. It is only supported by certain tape drives. For tape drives with Quantum’s DLTIce features, you can use the Format command to create WORM tapes from normal blank or unused SuperDLT tapes. See Creating SuperDLT WORM Tapes.
Add to Backup Set lets you add the selected tape as a member of a tape Backup Set. See
Preparing Tapes for Use for more information.
Additional commands are available for tape libraries. See Toolbar Commands for Tape Libraries.

Tape Libraries

A tape library (sometimes called a loader, autochanger, or autoloader) is a hardware unit that mechanically moves tapes in and out of its drive mechanism(s) from a magazine or fixed storage slots holding several tape cartridges. Tapes can be arranged in any order and Retrospect will determine which tape it needs to perform an unattended backup. Tape libraries are useful for large­scale network backups because they automatically change tapes when one fills up, limiting downtime. Many tape libraries are available, each using one or more of the many available tape drive mechanisms. For more information, refer to the libraries’ manual and the Support & Hardware section of www.retrospect.com .
Tape library support is only available if you have the appropriate license code. Generally, Retrospect Single Server and Retrospect Multi Server support tape libraries, while Retrospect Desktop does not.
Retrospect supports barcode-reading libraries and manages tape cartridges based on their barcode identification. It displays a tape’s barcode in addition to its member name (if any) in media requests, Backup Set properties, Operations Log events, and the Storage Devices window. Retrospect recognizes CLN-coded cleaning cartridges.
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Retrospect supports multiple import-export slots to move cartridges within and to and from the library. Import-Export slots appear in the Storage Devices window. You can drag and drop tapes to and from the import-export slots.
If you have a tape library with multiple drives and the Advanced Tape Support add-on, Retrospect can perform multiple operations using different drives simultaneously. See Multiple Concurrent
Executions for more information.

How Retrospect Works with Tape Libraries

Retrospect works differently with tape libraries depending on whether or not the library supports barcode reading.
Retrospect supports barcode-reading libraries and manages tape cartridges based on their barcode identification. It displays a tape’s barcode in addition to its member name (if any) in media requests, Backup Set properties, Operations Log events, and the Storage Devices window. In addition, Retrospect recognizes CLN-coded cleaning cartridges. Barcode support enables Retrospect to quickly scan the storage slots in a library to determine their contents.
If your library does not support barcode reading, Retrospect must scan the library to get the name of each tape. The library inserts each tape in the tape drive, and Retrospect keeps track of the tape names and locations.
Each time Retrospect is launched, or the library’s door is opened, or the magazine is changed, the library’s contents may change, so Retrospect must scan to keep current.
For libraries without barcode support, Retrospect uses a unique feature called “storage slot memory” that speeds up subsequent scans of the library. Each time you exit Retrospect, it records the state of each slot and drive in the library and saves this information as one of ten tables in its configuration file. (The ten tables reflect the ten most recent library scans.)
You can think of saved library tables as a kind of educated guess in the hunt for the correct tape. This method greatly increases the odds of finding a tape on the first attempt if the locations of the tapes in the library’s magazine remain relatively constant. If Retrospect cannot find the correct tape using this method, it rescans the library to update the current inventory.

Viewing Tape Library Status

To view a tape library’s status, insert a loaded magazine (if applicable) and click Configure>Devices to display the Storage Devices window. Notice how the library, tape slots (including import-export slots), and drives appear in the Status window.
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Retrospect displays information about the library, tape drives, and each of the storage slots, including status, location, and barcode. Icons and additional status information indicate the contents of each slot.
Status or
Icon
Tape
Comments
Name
(Empty) The slot has no tape.
The slot has no tape because it was moved into the drive. This is certain
(In drive)
because the library always knows from which slot it has moved a tape into the drive.
(Unknown) The slot has never been scanned by Retrospect.
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(green icon)
(Cleaning tape)
Name
The slot has been designated as a cleaning tape slot by Retrospect. Cleaning tapes use a green tape icon.
The named tape was in the slot when Retrospect last scanned for tapes, but the status is unverified because the slot’s content may have changed since then.
Name
The named tape was in the slot when Retrospect last scanned for tapes, and is verified because the slot’s content could not have changed since
(blue
[Barcode]
then.
icon)
There was a media error writing to the tape. Retrospect will not use this
Name
(red
tape for automatic executions (scripts). You must manually erase the tape to reuse it.
icon)
Name
(yellow
This tape is formatted as WORM (Write Once, Read Many). See WORM
Tape Support.
icon)

Working with Tape Libraries

From the Storage Devices window, you can move tapes by dragging and dropping their icons. Position the pointer over a tape icon. When the pointer turns into a hand, you can click and drag a tape from slot to slot, slot to drive, drive to slot, or drive to drive. For slot to slot moves, you can selected multiple tapes to move at one time.
Shift-click to select multiple contiguous tapes. Control-click to select multiple non-contiguous tape. You can also select the library itself to select all tapes in the library or select one or magazines to select all tapes they contain.
Many of the Toolbar Commands for Tape Libraries can also be applied to multiple tapes at one time.
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Toolbar Commands for Tape Libraries

The Storage Devices window's Status tab toolbar has commands for tapes libraries.
If you select a tape drive that is part of a tape library, its toolbar commands are the same as those for a standalone tape drive. See Toolbar Commands for Tape Drives.
Properties displays information about various attributes of the selected library, including the number of slots the library has and whether barcode scanning is enabled or not. The properties window also includes a toolbar with the Magazine View and Disable/Enable Barcode Scans commands.
The Magazine View command is most useful for libraries with many slots. It lets you group slots together for easier viewing and slot management in the Storage Devices window. Click the
Magazine View button to specify the maximum number of slots to include in a group and Retrospect organizes the library based on your selection. For example, if your library has 60 slots, and you specify a maximum of 15 slots per magazine, Retrospect creates four magazine containers with 15 slots each. The number you specify does not represent any actual physical grouping of slots or magazines; it is for display purposes only.
If your tape library supports barcode reading, Retrospect automatically uses barcode data to generate the information displayed in the Storage Devices window. You can disable barcode scans
by clicking the Disable/Enable Barcode Scans button . You can also click the Clear Barcode
Information button to unlink barcode information from all known tapes. This feature should only be used if Retrospect is incorrectly displaying barcode information or tape names, or if directed to do so by Retrospect Technical Support.
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Add to Backup Set lets you add tapes in the selected slots as members of a tape Backup Set. See
Preparing Tapes for Use for more information.
Scan Selected cycles through the selected storage slots in the library, moving each tape from slot to drive to learn the name of the tape. You do not need to use this command if your tape drive supports barcodes.
Erase Selected erases each tape in the selected storage slots of the library.
If your selection includes WORM tapes, Retrospect skips them when erasing.
Move Selected to Drive moves the selected tapes from their slots to the tape drive(s).
Unload All/Eject Magazine unloads tapes from the library's drive(s) and returns them to their slots.
Then, for capable libraries, ejects the library's magazines.
Cleaning Slot designates the selected slot as a cleaning slot. Retrospect will not scan the cleaning slot when it searches for media. If your library supports barcode reading, Retrospect automatically recognizes a CLN-coded cleaning tape and reserves its slot for cleaning purposes. You can specify the number of cleanings per tape and how often to clean a tape drive from the Properties window for the drive or tape. See Cleaning Your Tape Drive.
Initialize Elements sends the Initialize Element Status command to the library, which forces the library to update the status of all elements. Use this command if you encounter a situation in which the information reported in the Storage Devices window does not match the actual state of the library.

Import-Export Support

Some libraries come with separate ports that are used to load single tapes into and from the library without opening the door. Retrospect uses the term “import-export slot” for this feature, which is also known as “Mail Slot,” “I/E element,” and “Call Slot.” If the import-export slots are present and enabled in a library, Retrospect displays them as separate slots at the top of the list of slots. You can drag and drop tapes from the source drive or any slot onto the import-export slot and the library will move the selected tape to the port. When you place a tape into the port, Retrospect displays “Media Available” next to the import-export slot and you can move it by dragging it to any slot or drive in the library.
Retrospect does not scan import-export slots during unattended operation. Do not place a tape in the import-export slot if you want to use the tape in an unattended operation such as a scripted backup.

Tape Library Media Requests

During immediate and automated operations, Retrospect scans the library, searching for the appropriate media, and loads whichever tape is required. If a new or erased tape is required, Retrospect will load and use the first one available.
If it cannot find an appropriate tape to use, Retrospect displays the media request window. The
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operation cannot continue until you insert media.
Retrospect does not scan import-export slots during media requests.

Tape Library Media Failures

When Retrospect encounters a media failure, this is a fatal error that stops all operations.
With tape libraries, you can turn on Retrospect’s “Use new media automatically after write failure” media handling preference to avoid stopping all operations. If this preference is enabled and Retrospect encounters a media failure, it looks for the next available tape and uses it instead. See
Handling Preferences.

Removable Storage Manager

Windows Removable Storage Manager allows you to manage tape libraries and other storage devices in conjunction with the operating system’s built-in backup utility.
Because this interferes with Retrospect’s access of those same devices, Retrospect stops the service by default when it scans for devices. With the service stopped, you can no longer use Removable Storage management. Use Retrospect’s Media Handling Preferences to control how Retrospect works with Removable Storage Manager.

Using Retrospect and Removable Storage Simultaneously

If you need the Removable Storage service intact for managing devices other than those used by Retrospect, you can configure Retrospect and Removable Storage in order use both simultaneously.
First, you must prevent Retrospect from automatically stopping Removable Storage Manager. Then, from Windows, you must disable Removable Storage Manager for the devices dedicated to Retrospect.
To set Retrospect Preferences:
1. In the navigation bar, click Configure>Preferences.
2. In the Preferences list box, choose Media>Handling.
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3. Deselect the Stop Removable Storage Manager check box.
4. Click OK.
To set Windows device properties:
1. Open your Windows Removable Storage management console.
2. For each device you want to use exclusively with Retrospect, right-click the device and choose Properties.
3. Click the General tab, then deselect the Enable Library or Enable Drive check box.
For a library, you may have to disable both the library itself and its drive or drives.
4. Click OK and close the management console.

Media Longevity and Storage

Media life depends largely upon how the media is stored and maintained. Proper storage avoids moisture, heat, and particulate contamination, which cause media deterioration, leading to loss of
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media integrity or loss of data itself.
Magnetic media's worst enemy is moisture. Optical media's worst enemy is heat, which causes distortion, and particulate matter, which causes scratches. Keep media out of direct sunlight and away from heaters. Avoid extreme temperature changes. Airborne particulates such as dust and cigarette smoke can also harm media.
Tapes are unique in that they use lubricant. The tape media is lubricated, and after many passes over the drive's heads, tapes tend to fail because the lubricant has dissipated. You should be able to get a few thousand passes from a tape, but remember that each tape operation involves several passes.
A fire-proof safe in a climate-controlled building is an ideal media storage location. At the very least, keep the media in its original containers inside a cabinet or desk.

Multiple Backup Drives

During an operation, Retrospect searches available backup devices for the appropriate medium. If the medium fills or Retrospect needs another medium for any reason, it searches available drives. Thus, you can have one drive with the tape Retrospect expects and another drive with an empty tape for when the first tape fills during the night. The drives must use similar mechanisms, such as two Travan drives.
With Advanced Tape Support add-on, Retrospect can work with multiple drives simultaneously. If you have two tape drives, or a tape library with multiple drives, Retrospect can back up data to both drives concurrently (provided the backups have unique sources). See Multiple Concurrent
Executions for more information.

Network Attached Storage (NAS) Devices

Retrospect works with Network Attached Storage (NAS) devices in a number of ways. You can run the Retrospect application or Retrospect Client on the NAS device, or you can use the NAS device as the destination to store data for disk Backup Sets.

Backing up to a NAS Device

Retrospect works with a NAS device the same way it works with any other network volume. If you can access the device from Windows Explorer, Retrospect can use it as a destination.
To use a NAS device as a backup storage destination, create a a disk Backup Set and select the NAS volume as its media.

Backing up a Windows-based NAS Device

If you are storing a lot of data on a NAS device, it’s important to back it up. You can back up a NAS device as a network volume (see Microsoft Networking Volumes), although that is not the best method.
Retrospect, Inc. recommends that you install the Retrospect application or Retrospect Client on the NAS device, then back it up locally or remotely using Retrospect.
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In order to run the Retrospect application, the NAS device requires:
Windows ServerRetrospect Single Server or Retrospect Multi Server
In order to run Retrospect Client, the NAS device requires:
Windows Server
In addition, the backup computer requires Retrospect Multi Server, or Retrospect Single Server with a server client license, in order to back up the NAS client.

Setting up a Windows-based NAS device to run Retrospect

In order to install and run Retrospect on a NAS device, you need to be able to control the device remotely using Windows Terminal Services or Remote Desktop.
To install Retrospect:
1. Connect to the NAS device using Terminal Services or Remote Desktop.
2. Create a Backup Administrator account on the NAS device and assign it Administrator rights.
3. Switch to the Backup Administrator account from the current account.
4. Copy the Retrospect installer to the NAS device.
5. Install Retrospect.
To set up Retrospect:
1. Connect to the NAS device using Terminal Services or Remote Desktop.
2. Log in using the Backup Administrator account.
3. Launch Retrospect.
The first time you start Retrospect, the Getting Started Wizard runs.
4. In the user account screen, select “Always run Retrospect as the specified user” and enter user, password and domain information.
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This user must have administrator privileges to all network resources, and SQL/Exchange servers you want to access.
For more information about the Retrospect User Account and how to modify login information, see
Security Preferences.
5. Click OK.
In order for Retrospect to launch under the Backup Administrator account, even while that session is disconnected, you need to modify Retrospect’s Security preferences.
To modify Retrospect’s Security preferences:
1. Launch Retrospect on the NAS device.
2. Click Configure>Preferences.
3. Select the Security preference under the Execution heading.
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4. Make sure the “Run Retrospect in the Terminal Services session” check box is selected.
Exit and relaunch Retrospect to make this change take effect.
Now, whenever you need to access Retrospect on the NAS device, simply log into the Backup Administrator account.
For Terminal Services/Remote Desktop, the server must also be configured so that a disconnected session will never time out.
To configure the user account:
5. In the Computer Management control panel, select users.
6. Open the Properties for the Backup Administrator account.
7. Click the Sessions tab and select Never in the “End a disconnected session” list box.
To configure the connection properties:
1. Open the Administrative Tools control panel folder.
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2. Launch the Terminal Services Configuration Control Panel.
3. Highlight Connections, right-click RDP-Tcp and select Properties.
4. Click the Sessions tab and confirm that the Override User Settings box is unchecked.
If you log out of the Terminal Services session, all running applications will quit, including Retrospect. If Retrospect is running and you want to close the control window, disconnect from the Terminal Services session, but leave the session running. The next time you connect, the same session will be running and Retrospect will be unaffected.

Setting up a Windows-based NAS device to run Retrospect Client

In order to install and run Retrospect Client on a NAS device, you need to be able to control the device remotely using Windows Terminal Services or Remote Desktop.
To install Retrospect Client:
1. Connect to the NAS device using Terminal Services or Remote Desktop.
2. Create a Backup Administrator account on the NAS device and assign it Administrator rights.
3. Switch to the Backup Administrator account from the current account.
4. Copy the Retrospect Client installer to the NAS device.
5. Install Retrospect Client.
Make sure to remember your password, then restart the NAS device.
You can now access the NAS device from Retrospect as described in Working with Clients.

Binding a NAS Device

If Retrospect is running on a NAS device that has multiple network interfaces, you can bind Retrospect to use a specific interface for some or all of its backup clients in order to better manage network traffic.
See Interfaces for more information.
If Retrospect Client is running on a NAS device that has multiple network interfaces, you can bind Retrospect Client to use a specific interface.
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Chapter 5

Immediate Operations

BackupArchiveRestoreDuplicateTransfer Backup SetsTransfer SnapshotsControlling Immediate Operations
Immediate operations are ones that you initiate manually and that execute immediately. Types of immediate operations are: backup, archive, restore, duplicate, and two types of transfer. This section describes each of these operations in detail.
If you are a casual user needing only occasional backups, you will be satisfied with immediate operations. However, if you are a network administrator who frequently backs up multiple volumes, you are better off automating these tasks with scripts. Whether you plan to do immediate or scripted operations, this section is a good introduction to Retrospect.

Backup

This section describes how to perform an immediate backup with Retrospect. The backup procedures described here include all the information you need to know to effectively back up all of your files.
Before you attempt to back up files with Retrospect, ensure that your backup device is properly connected to the computer and that your backup medium (tape, disk, or disc) does not contain valuable data that should not be overwritten.
There are two ways to set up an immediate backup. You can use Retrospect’s Backup Wizard, which walks you through the process of setting up a backup, or you can set up the backup on your own in Advanced Mode. Advanced Mode has options that are unavailable in the wizard. For more information see:
Backing Up in Wizard ModeSwitching from Wizard to Advanced ModeBacking Up in Advanced ModeSwitching from Advanced to Wizard Mode
In both Wizard Mode and Advanced Mode, Retrospect backs up all selected files during the first backup. In subsequent backups (unless you indicate otherwise), Retrospect backs up only those files that do not already exist in the destination Backup Set (i.e., files that are new or have changed since the last backup). Retrospect calls this Progressive Backup. This means that if you back up frequently, fewer files need to be copied in each backup session and backups will require less time and media.
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Backing Up in Wizard Mode

The Backup Wizard provides an easy way to set up and edit immediate backup operations. To start the Backup Wizard, click Backup from the navigation bar, then click the Backup button.
If you have never backed up before (or have previously set up an immediate backup using the wizard), the Backup Wizard welcome screen displays.
If the Advanced Mode Backup Summary screen displays, click Switch to Wizard Mode.Welcome ScreenChoosing What to Back UpAdding Retrospect ClientsChoosing Specific Drives or FoldersChoosing File Types to Back UpChoosing the Backup Destination DeviceChoosing When to Back UpNaming the Backup SetSetting the Compression OptionSetting Backup Set Security OptionsRecycling Options for Tape Drive BackupsReviewing the Backup SettingsMonitoring the BackupEditing the Backup Settings
Welcome Screen
If this is the first time you are setting up a backup, click Next to continue set up using the Backup Wizard. To set up the backup in Advanced Mode, click Switch to Advanced Mode. See Backing Up
in Advanced Mode for more information.
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If you have previously set up a backup, the welcome screen displays your current settings. See
Editing the Backup Settings for more information.
Backup vs. Duplicate
Retrospect can perform both backups and duplicates. Select “Progressive Backup” to set up or modify your backup settings. Select “Duplicate” to set up or modify your duplicate settings.
Progressive Backup: Backing up your computer on a regular basis is the best way to protect
your files. When you back up, Retrospect creates a restore point and saves it on your disk drive. A restore point contains all the files and folders you selected to back up, as they existed at the time of the backup.
Each time you back up, Retrospect adds a new restore point to the drive; thereby preserving copies of backed up files and folders from multiple points in time. If there is not enough free disk space to add a new restore point, Retrospect automatically deletes older restore points to make room for the new one.
You can restore individual files and folders from any restore point back to your computer. You can also restore your entire computer to its state at the time a restore point was created.
Once you set up a backup, you can initiate it at any time by pressing the button on your disk drive. You can also schedule backups to run automatically on specified days of the week.
Duplicate: When you duplicate, Retrospect copies the selected files and folders from your
computer to the “Retrospect Duplicates” folder on your disk drive.
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Each time you duplicate, Retrospect replaces the entire contents of “Retrospect Duplicates”. The only files and folders available are those from the most recent duplicate. If you modified a file since the last duplicate, the older version will be lost. If you deleted a file from your computer, it will be deleted from your disk drive when you duplicate.
Duplicates are saved in the standard Windows file format, so you can view and interact with them just like any other file (using Windows Explorer, for example).
Once you set up a duplicate, you can initiate it at any time by pressing the button on your disk drive. You cannot schedule duplicates to run automatically.
Choosing What to Back Up
Click the option button that describes what you want to back up. The options vary slightly depending on what edition of Retrospect you are running.
Documents and Settings, (only available for Retrospect Desktop) backs up the Documents
and Settings folder, which contains every users’ folders, including My Documents, Pictures, Music, Favorites, and Desktop.
My Computer, backs up the local computer.My Computer and computers on my network, backs up the local computer and all logged in
Retrospect Client computers.
Only computers on my network, (not available for Retrospect Desktop) backs up all logged in
Retrospect Client computers.
Let me choose, allows you to select the drives and folders you want to back up from the local
computer, logged in Retrospect Client computers, and network volumes.
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Adding Retrospect Clients
If you chose to back up “My Computer and computers on my network” or “Only computers on my network”, Retrospect will back up data from all Retrospect Client computers logged in at the time of the backup.
To log in Retrospect Clients now, click Add Clients. For more information on installing, configuring, and logging in clients, see Networked Clients.
Choosing Specific Drives or Folders
If you selected “Let me choose” in the “What do you want to back up?” screen, you can now select one or more specific drives or folders to back up.
Click a drive or folder to select it. This deselects any other selected drive or folder. Press and hold the Control key and click a drive or folder to select it without deselecting any current selections. Press and hold the Shift key and click a drive or folder to select all drives and folders listed from the current selection to the Shift-clicked selection.
You can select drives and folders from any of the containers listed in this screen: My Computer, My Network Places, Backup Clients, and Source Groups. You can also select one or more of the containers themselves to back up everything inside.
To add Retrospect Clients to the Backup Clients container, click Add Clients.To add network volumes to the My Network Places container, click Add Network Volumes.To display the folders on a drive, select the drive and click Show Folders.
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See Containers for more information.
Choosing File Types to Back Up
Select the check box for each type of file you want to back up. If you select all the check boxes, all files (except cache files) will be backed up.
Some of these options function differently with Windows, Mac OS, and Linux computers. The descriptions below focus on how these options interact with Windows computers. To learn how these options work with other operating systems, see Built-in Selectors.
Documents and Settings backs up files in the Documents and Settings folder, which contains
every user’s My Documents, Favorites, Application Data, and Desktop folders.
For Windows 9x systems, “Documents and Settings” backs up the “Profiles” folder.Operating System and Applications backs up system files, including the Windows folder and
the System State. Also backs up application files, including everything in the Program Files folder, as well as files with known application extensions (like .exe and .dll) anywhere on the source.
If you choose not to back up “Operating System and Applications”, Retrospect modifies some
of its default execution options. Retrospect turns off both the “Back Up System State” and “Back up folder security information for workstations” options. See Windows System Options and Windows Security Options for more information.
Pictures backs up all files in the My Documents\My Pictures folder for all users. It also backs up
files with common picture file extensions (.jpg, for example) anywhere on the source, except the
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Windows and Program Files folders.
Music backs up all files in the My Documents\My Music folder for all users. It also backs up files
with common music file extensions (.wma and .mp3, for example) anywhere on the source, except the Windows and Program Files folders.
Movies backs up all files in the My Documents\My Videos folder for all users. It also backs up
files with common movie file extensions (.mov, for example) anywhere on the source, except the Windows and Program Files folders.
Office Documents backs up Microsoft Office Documents, Microsoft Outlook data, and Adobe
PDF files anywhere on the source, except the Windows and Program Files folders.
All Other Files, backs up all files not selected by the other options.The Documents and Settings and Operating System and Applications options are not available if
you are backing up a folder.
Choosing the Backup Destination Device
You can store your backup on any device supported by Retrospect, including tape drives, CD/DVD drives, and hard drives. Select one of the following options:
Tape, CD, DVDHard drives on the local computer or on the network
For Tape/CD/DVD, Retrospect displays the available devices. Select the device to which you want to back up and click Next.
For hard drives, Retrospect displays local hard drives and any network volumes listed in the My Network Places container.
To add a network volume, double-click My Network Places, then navigate to the volume you want to add, select it, and click the Add button. If the volume requires it, enter a login and password and click OK.
If you set up Retrospect to log in as a user with privileges to the network volume, you will not be prompted to log in again. See Security Preferences for more information.
To specify a folder on a local drive or network volume, select it, then click the Browse button. Navigate to the folder you want to back up to and click OK.
Choosing When to Back Up
For immediate backups, select Now.
If you want to set up a backup to run on a schedule, select Later.
The steps to set up a backup to run later are described in Creating a Backup Script in Wizard
Mode, starting with Choosing When to Back Up.
Naming the Backup Set
A Backup Set is a group of one or more disks, tapes, or CD/DVD discs on which your backed up
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data is stored. When the first piece of media in a Backup Set fills up with data, Retrospect asks for a new one and adds it as a new member of the Backup Set.
Enter a Backup Set name, or use the default name provided by Retrospect. If you have already created any Backup Sets, you can select the “Use Existing” check box and choose a Backup Set from the list box.
The “Use Existing” check box only appears if you have existing Backup Sets.
Setting the Compression Option
Click the “Yes” option button to turn on software data compression for this backup.
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Data compression saves space in the Backup Set by compressing files before copying them into the Backup Set. Files are automatically decompressed back to their original state when restored.
The amount of compression savings you can expect depends on the types of files you are compressing. Text files compress substantially; application and system files do not.
Backups (and restores) from Backup Sets using data compression are slower than those that do not.
When copying to a tape device that has built-in hardware data compression, Retrospect automatically turns off software compression and always uses hardware compression for best performance.
Setting Backup Set Security Options
This screen allows you to specify a password to restrict access to the Backup Set. You can also choose to encrypt the Backup Set data to provide additional security.
Using encryption increases backup time.
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Choose an option from the Backup Set Security list box.
None: provides no password protection for the Backup Set and does not encrypt the Backup
Set data.
Password only: provides password protection for the Backup Set. Stored data is not
encrypted.
SimpleCrypt: provides password protection and encrypts Backup Set data using Retrospect’s
proprietary encryption format.
DES: provides password protection and encrypts Backup Set data using the Data Encryption
Standard.
AES-128: provides password protection and encrypts Backup Set data using the Advanced
Encryption Standard (128 bit).
AES-256: provides password protection and encrypts Backup Set data using the Advanced
Encryption Standard (256 bit). AES-256 provides the best combination of security and performance.
Once a Backup Set is password-protected or encrypted, you cannot change these settings. In
addition, if you forget your password, you will not be able access the Backup Set.
If you set a password and want Retrospect to remember it under certain circumstances, select an option from the remember password list box.
Remember password for any access: saves the password for use with all immediate and
automated operations.
Remember password for scripted access (default): saves the password for use with
automated operations only. For example, if the Backup Set is the destination for an overnight
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backup script, Retrospect will not require the password to be entered manually.
Do not remember password for any access: requires you to enter the password to access the
Backup Set in any way. For example, you cannot back up to it or view its properties without entering the password. After you enter the password once, you do not have to enter it again until you quit and restart Retrospect.
You can change the remember password setting at a later time by modifying the Backup Set’s
properties. See Configuring Backup Sets for more information.
Grooming Options for Hard Drive Backups
If you are backing up to a new disk Backup Set that uses a hard drive as its destination, you can tell Retrospect what to do when the hard drive becomes full.
You can change or turn off a disk Backup Set’s grooming options at any time. See "The Options tab" on page 256 for more information.
Ask for a new disk: When the backup drive fills up, Retrospect asks for another hard drive on
which to store additional backups. All of your backups on the original hard drive are preserved.
Keep only the last n backups: Specify the number of backups you want to preserve for each
source when the backup drive fills up. Retrospect then automatically “grooms” (i.e., deletes) all the other, older backups on the hard drive to make room for new data.
Keep according to Retrospect’s defined policy: When the backup drive fills up, Retrospect
uses its own grooming policy to delete old backups. At a minimum, Retrospect’s policy retains two backups for each source. Retrospect keeps the last backup of the day for each source from the two most recent days on which each source was backed up. If the disk has enough space available, Retrospect keeps a backup of each source for every day in the last week, a backup for each week in the last month, and a backup for each previous month.
Grooming deletes files and folders. These files and folders cannot be recovered. Before enabling grooming, make sure you have a backuppolicy that protects your critical files and folders.
Recycling Options for Tape Drive Backups
If you are backing up to a tape drive, you can tell Retrospect to “recycle” the destination tape Backup Set before backing up to it. Recycling enables you to reuse the tapes in a Backup Set, however all data on those tapes is lost.
Before recycling a tape Backup Set make sure the data on its tapes exists elsewhere or that you can really afford to lose the data.
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No, I want to keep my existing backup data: Choose this option to preserve all existing
backup data in the tape Backup Set. Retrospect backs up only new and changed files since the last backup to this Backup Set. If the current tape member fills up, Retrospect asks for a new tape.
Yes, OK to overwrite: Choose this option to recycle the tape Backup Set before backing up.
When Retrospect performs a recycle backup, it clears the Backup Set’s Catalog File contents (if any), so it appears that no files are backed up. Then it looks for the first tape member in the Backup Set and erases it if it is available. If the first member is not available, Retrospect uses any available new or erased tape. All selected files are backed up.
In Advanced Mode, you can recycle a tape Backup Set by enabling the Recycle backup
execution option.
Each time you start an immediate backup to a tape Backup Set, Retrospect asks if you want to recycle the Backup Set first.
Reviewing the Backup Settings
The Backup Summary screen displays the backup settings you specified in the wizard.
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Source lists the drives/folders to back upSelecting lists the file types to back upDestination lists the name of the Backup Set to which data will be copiedSome options specified in the wizard are not listed in the summary screen (e.g., compression),
but they are implemented during backup.
To change any of the backup settings, click Back.
To start the backup, click Start Now
Monitoring the Backup
Once you click Start Now, Retrospect exits the Backup Wizard and displays the Activity Monitor. See Monitoring the Backup for more information.
Editing the Backup Settings
Retrospect automatically remembers the most recent settings you specified for an immediate backup. To view and edit those settings choose Backup>Backup from the navigation bar.
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If the Advanced Mode Backup Summary screen displays, click Switch to Wizard Mode.
To back up again with the same settings, click Start Now.
To edit the settings, select “Let me change these settings” and click Next. Editing the settings in Wizard Mode is much the same as creating them the first time. See Backing Up in Wizard Mode for more information.
To edit the settings in Advanced Mode, click “Switch to Advanced Mode”. See Switching from
Wizard to Advanced Mode for more information.
You can also get to this screen using shortcut keys that you specify from the Retrospect system tray icon. See The System Tray Icon.

Switching from Wizard to Advanced Mode

To access to advanced options that are not available in Wizard Mode, click “Switch to Advanced Mode” from the Welcome screen.
If you have not previously set up a backup, you can proceed as described in Backing Up in
Advanced Mode.
If you have previously set up a backup, Retrospect remembers your settings and displays them in the Advanced Mode summary window.
All of the Wizard Mode options are available in Advanced Mode. If you switch from Wizard to
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Advanced Mode, those options are mapped directly to equivalent options.

Backing Up in Advanced Mode

Backing up in Advanced Mode provides access to some powerful Retrospect options that are not available in Wizard Mode. In Advanced Mode you can:
Access more built-in selectorsCreate and apply custom selectorsPreview and select specific files to back upSet many additional options not available in Wizard Mode
To set up an Immediate Backup in Advanced Mode, click Backup from the navigation bar, then click the Backup button.
If the Backup Wizard welcome screen displays, click Switch to Advanced Mode. The Immediate Backup summary window displays.
Click the buttons on the summary screen to specify the source, destination, and other backup options.
Choosing Source VolumesChoosing the Backup SetSetting Additional OptionsExecuting the BackupMonitoring the Backup
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Editing the Backup SettingsScripting the Backup
Choosing Source Volumes
In the Immediate Backup summary window, click the Sources button to display the Source Selection window.
It lists all volumes currently available to be backed up, including your internal hard disk, any mounted removable disks or hard disks, any logged-in client volumes, and any connected network volumes from file servers.
If you have the SQL Server Agent and/or Exchange Agent add-on, SQL and/or Exchange servers and mailboxes are also listed. See SQL Server Agent and Exchange Server Agent for more information.
In the volume list, click a volume to select it. To back up more than one volume, Shift-click or Control-click other volumes.
When you have made your source selection, click OK to continue setting up the immediate backup. The source selection window closes and Retrospect returns to the Immediate Backup window.
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Choosing the Backup Set
In the Immediate Backup summary window, click the Destination button to display the Backup Set selection window, which lists available Backup Sets.
Select the destination Backup Set and click OK to continue setting up the backup. If no Backup Sets are listed in the Backup Set selection window, or if you do not wish to use any of those listed, click Create New to create a new Backup Set. See Creating Backup Sets for more information.
Setting Additional Options
After you have specified the source volume to back up and the destination Backup Set to which it will be copied, use the Immediate Backup summary window to verify your choices and set additional options.
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To makes changes, click the appropriate button.
Sources lets you add or remove source volumes.
Destination lets you choose a different Backup Set as a destination.
Selecting lets you choose a selector, a kind of filter for selecting files and folders to be backed up.
(Selectors are explained in detail in Using Selectors.) The default selector is “All Files Except Cache Files” which marks all files (except cache files) on the source for backup.
Preview scans the source volume (or volumes) and determines which files need to be backed up by comparing the source files against the list of files in the Backup Set Catalog. When the scan is complete, Retrospect opens a browser window to display a list of the files on the source volume marked for backup. You can use it to mark and unmark individual files and folders to be backed up.
Browsers are explained in Browsing. When you close the browser, the summary window shows figures for the selected files.
Options displays the basic options window in which you can specify the backup action (Normal or Recycle), choose a verification method, and turn software data compression on or off.
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Click the More Choices button to access many more options.
Backup actions are explained in Backup Actions, and options are explained in detail under Backup
Execution Options.
Executing the Backup
If Retrospect has the information it needs, it says “Ready to Execute” at the top of the Immediate Backup summary window. If the information is incomplete, it says “Not Ready to Execute” and you must change one or more parts of the information, as described at the top of the window.
If your edition of Retrospect is capable of running multiple simultaneous executions, you can specify which execution unit to use for this operation (or choose “Any Execution unit’). Make your selection in the summary window’s combo box. See Assigning Execution Units for more information.
When you are ready, click Backup. Retrospect scans the source volume, then displays the Activity Monitor window.
Monitoring the Backup
The Activity Monitor displays the progress of the operation and the names of files as they are
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copied to the destination Backup Set. The Activity Monitor window also has Pause and Stop buttons for suspending or cancelling the backup.
If the destination Backup Set does not have any members, or if the backup device does not have the correct media loaded, Retrospect displays a media request window. The window varies slightly depending on the type of Backup Set you are using.
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Insert a blank tape or CD/DVD, or one with unwanted data, because any files on it will be permanently removed. Select the new media in the window, then click Proceed.
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When the execution is complete, click the History tab to see performance data for the backup. If any errors occurred you get more information by clicking the Errors button. To view the Operations Log for this execution, click the Log button.
This log is described in Viewing the Operations Log.
Editing the Backup Settings
Retrospect automatically remembers the most recent settings you specified for an immediate backup. To view and edit those settings choose Backup>Backup from the navigation bar.
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If the Wizard Mode backup summary screen displays, click Switch to Advanced Mode.
To back up again with the same settings, click Backup
To edit the settings, click the buttons to change the sources, destination, file selection criteria, and options. Editing the settings in Advanced Mode is the same as creating them the first time. See
Backing Up in Advanced Mode for more information.
To edit the settings in Wizard Mode, click “Switch to Wizard Mode”. See Switching from Advanced
to Wizard Mode for more information.
Scripting the Backup
If you want to automate your backups so they can be performed while your computer is unattended (e.g., when you go home at night), you can use Retrospect’s scripting feature to set up and schedule backups.
From the Immediate Backup summary window, click the Schedule button to save the immediate backup information and settings as a script. You can then add a schedule to the script to accomplish automatic, unattended backup operations.
See Scheduling Scripts.
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Switching from Advanced to Wizard Mode

In general, Retrospect, Inc. recommends editing immediate backups in the same mode you created them. Of course, you can switch between the modes and if you do, it’s important to know how Retrospect handles advanced options that are not available in Wizard Mode.
To return to Wizard Mode at any time, click “Switch to Wizard Mode” from the Advanced Mode summary window.
If you have made any changes to your backup settings, Retrospect asks if you want to save those changes before switching modes.
If you have not made any changes, Retrospect displays the Wizard Mode Welcome screen with a summary of the current backup settings.
Since Advanced Mode includes options not available in Wizard Mode, Retrospect must either keep those settings, or discard them. There are a few important options to consider:
SelectorsExecution OptionsBackup SetsManual File SelectionExecution Unit
Selectors
Advanced Mode includes a number of built-in selectors that are not available in Wizard Mode. In addition, you can create and use custom selectors in Advanced Mode.
If you choose a selector that is not available in Wizard Mode, then click “Switch to Wizard Mode”, Retrospect keeps the advanced selector and applies it when you run the backup.
In these situations, the Wizard Mode Welcome screen displays (Created in Advanced Mode) in the Selecting field.
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In addition, if you edit your backup settings, a new option appears in the “What type of files do you want to back up?” screen.
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Choose “Keep my advanced mode selection” to keep your advanced selector.Choose “Select the following” and select a new option to discard the advanced selector and
use a new one.
Execution Options
Advanced Mode includes many execution options that are not available in Wizard Mode, such as verification and backup action.
The compression execution option is available in both Wizard and Advanced Mode. If you change the option in one mode, it will be reflected in the other.
If you choose an execution option that is not available in Wizard Mode, then click “Switch to Wizard Mode”, Retrospect keeps the advanced execution option and applies it when you run the backup.
The Wizard Mode Welcome screen does not indicate whether the backup includes advanced execution options or not. The only way to check is to switch to Advanced Mode and review the Options settings.
Backup Sets
In Advanced Mode, you can choose a file Backup Set as the destination. File Backup Sets are not available from Wizard Mode.
File Backup Sets are most useful for backing up a single file, otherwise, disk Backup Sets offer many more benefits.
If you choose a file Backup Set as the destination, then click “Switch to Wizard Mode”, Retrospect discards the destination.
In these situations, the Wizard Mode Welcome screen displays (No destination selected) in the Destination field.
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If you click Next, the wizard discards the destination and forces you to select a new one. Click “Switch to Advanced Mode” to continue using the file Backup Set as the destination.
Manual File Selection
In Advanced mode, you can click the Preview button and select specific files and folders to back up. If you do this, the Advanced Mode summary window displays (Manual selection) in the Selecting field.
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If you apply a manual selection, then click “Switch to Wizard Mode”, Retrospect discards the selection. There is no way to perform manual selection in Wizard Mode.
Execution Unit
If your edition of Retrospect is capable of running multiple simultaneous executions, you can specify which execution unit to use for a backup operation in Advanced Mode only.
If you choose a specific execution unit (not “Any Execution unit”), then click “Switch to Wizard Mode”, Retrospect keeps the execution unit information and uses the specific execution unit when you run the backup.
The Wizard Mode Welcome screen does not indicate whether the backup specifies an execution unit or not. The only way to check is to switch to Advanced Mode and review the settings.

Archive

Archiving lets you copy files from a volume to a Backup Set for off-line storage. To set up an archive operation, first click Tools from the navigation bar, then click Archive Files. The archive summary window displays.
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As with backups, there are three basic steps in archiving:
Choosing the source volumes to archiveChoosing the Backup Set in which to store the files (or creating a new Backup Set)Executing the archiveBe sure to read Archiving Tips for important information about archiving.

Choosing the Source Volumes

In the archive summary window, click the Sources button to display the Source Selection window.
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It lists all volumes currently available to be archived, including your internal hard disk, any mounted removable disks or hard disks, any logged-in client volumes, and any connected network volumes from file servers.
You cannot archive SQL or Exchange databases, nor can you archive Exchange mailboxes or Public Folders.
In the volume list, click a volume to select it. To archive more than one volume, Shift-click or Control-click other volumes.
When you have made your source selection, click OK to continue setting up the immediate archive. The Source Selection window closes and Retrospect returns to the archive summary window.

Choosing the Backup Set

In the archive summary window, click the Destination button to display the Backup Set selection window, which lists available Backup Sets.
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