Retrospect Retrospect 16.0 User’s Guide

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Retrospect Users Guide, rst 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 Stated and/or other jurisdictions. All other trademarks are the properties of their respective owners.

RETROSPECT USER’S GUIDE

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WARRANTY 3

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4 RETROSPECT USER’S GUIDE

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CONTENTS

CHAPTER 1 • GETTING STARTED . . . . . . . . . . . . . . . . . . . . . 9

Overview of Retrospect . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Creating a Retrospect User Account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Installing Retrospect . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Using Retrospect . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

CHAPTER 2 • FUNDAMENTALS . . . . . . . . . . . . . . . . . . . . . . . . 21

How Retrospect Works . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Progressive Backup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Backup Sets and Their Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Backup Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Catalog Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Snapshots . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Retrospect and Clients . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

CHAPTER 3 • HARDWARE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Hardware Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Communication Technologies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Seeing Your Backup Devices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

CD/DVD Drives. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Removable Disk Drives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Hard Disk Drives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Tape Drives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Tape Libraries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

Removable Storage Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

Media Longevity and Storage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

Multiple Backup Drives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

Network Attached Storage (NAS) Devices . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

CONTENTS 5

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CHAPTER 4 • IMMEDIATE OPERATIONS . . . . . . . . . . . . 53

Backup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54

Archive. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66

Restore . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

Duplicate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81

Transfer Backup Sets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90

Transfer Snapshots. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92

Controlling Immediate Operations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96

CHAPTER 5 • AUTOMATED OPERATIONS . . . . . . . . . . 97

Overview of Scripts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98

Creating Scripts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98

Scripted Backup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99

Scripted Duplicate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112

Scripted Archive . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121

Scripted Restore . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121

Scripted Backup Set Transfer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124

Scripted Snapshot Transfer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127

Scripted Grooming. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131

Scripted Verification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132

Scheduling Scripts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134

Saving Scripts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137

Testing Scripts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138

Executing Scripts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139

Controlling Scripts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140

Proactive Backup Scripts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140

CHAPTER 6 • CONTROLLING OPERATIONS . . . . . .151

Controlling Operations Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152

Stop Button . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152

Activity Monitor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152

Media Request Window. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158

Multiple Concurrent Executions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161

CHAPTER 7 • NETWORKED CLIENTS . . . . . . . . . . . . . . . 165

Networked Clients Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 166

Installing Clients . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 166

Working with Clients . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171

Updating Clients . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 176

Uninstalling a Client and Its Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 178

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Advanced Networking . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 179

Client User Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183

Backing up Clients . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 188

Working with Windows Clients. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 188

Working with Mac OS Clients. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189

Working with UNIX Clients . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 190

Working with NetWare Clients . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 191

User Initiated Restore. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 191

File System Conversions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 196

Microsoft Networking Volumes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 197

Network Backup Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 197

CHAPTER 8 • DISASTER RECOVERY . . . . . . . . . . . . . . . 203

Overview of Disaster Recovery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 204

Preparing for Disaster Recovery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 204

Restoring the Backup Computer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 207

Restoring Client Computers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 210

CHAPTER 9 • MANAGEMENT . . . . . . . . . . . . . . . . . . . . . . . . . . 223

Backup Strategies. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 224

Log and Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 229

ReportsWatcher . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 233

Execution Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 236

Managing Backup Sets. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 251

Maintaining Scripts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 261

Retrospect Preferences. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 263

Moving Retrospect. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 272

Catalog and Configuration Backups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 273

Working with File Servers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 274

Working with Open Files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 275

Terminal Services and Remote Desktop . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 276

CHAPTER 10 • TOOLS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 279

Working with Volumes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 280

Browsing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 286

Using Selectors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 291

Maintenance and Repair. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 301

External Scripting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 306

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CHAPTER 11 • PROBLEMS AND SOLUTIONS . . . . . 309

Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 310

Common Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 323

Retrospect Error Messages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 332

Retrospect Error Numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 335

Retrospect Client Errors. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 342

Retrospect Support. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 346

APPENDIX A • SQL SERVER AGENT . . . . . . . . . . . . . . . .349

Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 350

Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 350

Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 352

General Use . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 353

Backing Up . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 354

Database Backup History. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 355

Restoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 356

Disaster Recovery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 356

APPENDIX B • EXCHANGE SERVER AGENT . . . . . .359

Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 360

Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 360

Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 362

General Use . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 363

Backing Up . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 366

Database Backup History. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 367

Restoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 367

Disaster Recovery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 369

GLOSSARY . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .371

INDEX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .377

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CHAPTER 1

G ETTING STARTED

• OVERVIEW OF RETROSPECT

• REQUIREMENTS

• CREATING A RETROSPECT USER ACCOUNT

• INSTALLING RETROSPECT

• USING RETROSPECT

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 Chapter 7 • Networked Clients.

CHAPTER 1 • GETTING STARTED 9

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OVERVIEW OF RETROSPECT

Designed for use in small to mid-sized businesses, Retrospect Multi Server, Single Server, and Small Business Server provide thorough, fast backups, and 100%-accurate restores of networked servers, desktops, notebook computers, and business critical applications.Retrospect Disk-to-Disk and Retrospect Professional deliver 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 five 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.

Supported in Retrospect 7.5

Home or home office x x SMB running Microsoft Small

Business Server SMB with one or two Windows

servers SMB with three or more Windows

servers

Windows XP (including 64-bit versions), Windows 2000 Professional, Windows NT 4.0 Workstation SP6a or greater), Windows 98 SE, Windows Me

Windows Small Business Server

4.5, 2000, and 2003 Windows 2000 Server, Windows

2000 Advanced Server, Windows Server 2003 (including 64-bit versions), Windows Server 2003 R2, Windows Storage Server 2003, Windows NT 4.0 Server (SP6a or greater)

Networked desktop and notebook clients included at no additional cost

Retrospect

Professional

Computer that runs Retrospect

xx xx

Networked desktop and notebook cl ients

(additional

client

licenses can

purchased)

Retrospect

Disk-to-Disk

Customer

(client

licenses can

purchased)

Retrospect

Small

Business

Server

xxx

Unlimited Unlimited Unlimited

Retrospect

Single Server

Retrospect

Multi

Server

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Supported in Retrospect 7.5

Retrospect

Professional

Retrospect

Disk-to-Disk

Retrospect

Small

Business

Server

Retrospect

Single Server

Retrospect

Multi

Server

Networked desktop and notebook cl ients

Windows XP (including 64-bit versions), Windows 2000 Professional, Windows NT 4.0 Workstation, Windows 95, Wind ows 98 SE, Windows Me, Mac OS 7.1 or later, Mac OS X 10.1.5 or later, Red Hat Linux, SUSE Linux, Solaris

xxxxx

Networked server clients

Networked server clients included at no additional cost

Windows 2000 Server, Windows 2000 Advanced Server, Windows Server 2003 (including 64-bit versions), Windows Server 2003 R2, Windows Storage Server 2003, Windows NT 4.0 Server, Windows Small Business Server 4.5, 2000, and 2003, Mac OS X Server, NetWare 5.1, 6.0, and 6.5

NA 0

(server client

licenses can

purchased)

(server

client

licenses

can be

purchased)

(server

client

licenses

can be

purchased)

Unlimited

xxxx

Backup devices Tape drives x x x x Tape autoloaders and libraries x x x Hard drives, CD/DVD devices x x x x x NAS devices x x x x x

Add-ons Disaster Recovery (local) Included Optional Included Optional Optional Disaster Recovery (client) Not available Optional Optional Optional Optional Open File Backup Included for

Advanced Tape Support (includes parallel execution across drives)

Windows XP

Not available Not available Optional Optional Optional

SQL Server Agent Not available Optional Included/

Optional Optional Optional Optional

Optional

Optional Optional

Exchange Server Agent Not available Optional Included Optional Optional Add-on Value Package Not available Optional Not

available

Optional Optional

Server client licenses Not available Optional Optional Optional Included Desktop/Notebook client licenses Optional Optional Included Included Included

CHAPTER 1 • GETTING STARTED 11

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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.

Disaster Recovery

The Disaster Recovery add-on enables a bare metal system recovery, avoiding the time-consuming installation and configuration of an operating system. With this add-on, you can create a disaster recovery (DR) CD for a local backup server and any Windows client computers that are being backed up.

Unique to Retrospect is the ability to create a recovery CD for a computer that is no longer working. This is possible because Retrospect gathers the data required for disaster recovery as a normal part of backing up a computer. Retrospect stores that information in a Backup Set, where the Disaster Recovery wizard can access it to create a DR CD.

When a computer boots from the disaster recovery CD, it loads the operating system, drivers, and the Retrospect application or client. Even systems with RAID controllers, which require low-level device drivers, are supported.

The Disaster Recovery add-on is licensed to protect one Retrospect-based backup server and all the Windows client computers it backs up. Retrospect Small Business Server includes local DR, but requires the add-on for client DR. Retrospect Professional includes local DR, but does not support the add-on.

Open File Backup

Multi-volume Open File Backup allows files to be backed up even if they are opened and being used. This is important to ensure proper backup of server applications such as customer relationship management applications, and accounting packages, which are up and running twentyfour hours a day. For desktop and notebook

computers, files such as those that contain email messages or calendar appointments can be backed up while they are being used.

The Open File Backup add-on is licensed per Retrospect-based backup server, protecting the server and all client computers running Windows NT, 2000, or XP.

NOTE: Retrospect Professional includes Open

File Backup if Retrospect is installed on a Windows XP computer.

Exchange Server Agent

The Exchange Server Agent uses Microsoft APIs to back up and restore an entire Exchange server. You can also back up individual mailboxes and messages. It performs full, log/incremental, and differential backups of Exchange Server 2003, Exchange 2000 Server, and Exchange Server 5.5 servers while they are running.

Retrospect's Exchange Server Agent automates the previously complicated procedures required by some backup products to restore the Exchange server to a specific point in time using multiple backups. Retrospect can backup individual mailboxes, including incremental backups of mailboxes, allowing restores of complete mailboxes or individual messages for maximum flexibility.

The Exchange Server Agent add-on is licensed for use on one Microsoft Exchange server running the Retrospect application or Retrospect Client.

NOTE: The Exchange Server Agent add-on

includes one server client license.

SQL Server Agent

The SQL Server Agent uses Microsoft API's to back up and restore SQL servers. It performs full, differential, log, and log no truncate backups of SQL Server 2000 and SQL Server 7.0 servers while they are running.

12 RETROSPECT USER’S GUIDE

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Retrospect's SQL Server Agent automates the previously complicated procedures required by some backup products to restore the SQL Server to a specific point in time from multiple backups.

The SQL Server Agent add-on is licensed for use on one Microsoft SQL server running the Retrospect application or Retrospect Client.

Retrospect Small Business Server Premium edition includes the SQL Server Agent. The SQL Server Agent is an option for Retrospect Small Business Server Standard edition.

into the web page and restore any recently backed up files to any Retrospect Client.

UIR is only available for Retrospect Disk-toDisk, Small Business Server, Single Server, and Multi Server. In addition, UIR supports Retrospect Client for Windows, Linux, and Mac OS X only.

Client Licenses

Retrospect Single Server includes support for unlimited non-server OS client computers. If you want to backup up server OS client computers, you can purchase server client licenses

NOTE: The SQL Server Agent add-on includes

one server client license.

Advanced Tape Support

The Advanced Tape Support add-on dramatically improves backup times by enabling simultaneous operations to multiple single-tape drives, autoloaders, or tape libraries with multiple drives. The Advanced Tape Support add-on is licensed for use on one Retrospect-based backup server, and it supports any number of tape drives attached to that computer.

NOTE: You do not need this add-on in order to

use the following features, which are already built into the Retrospect product: advanced support for barcodes, automated cleaning tape operations, sequential use of multiple tape drives, and multiple simultaneous operations when backing up to hard drives.

User Initiated Restore

The User Initiated Restore (UIR) add-on allows users to restore their own files from recent backups to hard disk (not tapes or CD/DVDs), without having to involve the backup administrator. Once UIR is set up, Retrospect Client users can access a web page from their computers and see a list of their files that were recently backed up to hard disk. Users can then restore any of those files back to their own computer. The Retrospect backup administrator can log

Retrospect Professional includes support for two non-server OS client computers. Non-server OS client licenses allow Retrospect Professional to back up additional desktop or notebook computers.

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 Chapter 7 • Networked Clients.

Backup Computer Hardware

Retrospect should be installed on a computer that meets the following minimum requirements:

• Intel Pentium class or greater processor; 1.5 GHz or greater recommended.

• 256 MB RAM with Retrospect Professional (512 MB or more recommended); 512 MB RAM with Retrospect Single Server, Retrospect Multi Server, or Retrospect Small Business Server (1 GB or more recommended).

• hard disk with 1 GB free space for Retrospect Professional; 5 GB of free hard disk space for Retrospect Small Business

CHAPTER 1 • GETTING STARTED 13

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Server, Retrospect Single Server, or Retrospect Multi Server.

• An SVGA monitor and video adapter; 1024 by 768 or higher resolution; 256 colors

• CD-ROM drive

If your edition of Retrospect is capable of running multiple simultaneous backups, Retrospect recommends the following memory:

• 2 execution units, 512 MB RAM

• 4 execution units, 1 GB RAM

• 8 execution units, 2 GB RAM

See "Multiple Concurrent Executions" on page 161 for more information on execution units.

If you are going to back up client computers, you must have networking hardware and cabling functioning with the TCP/IP protocol, connected or routed to the network on which the backup computer operates.

Backup Computer Software

Retrospect Professional and Retrospect Diskto-Disk require:

• Windows 98 SE

• Windows Me

• Windows NT 4.0 Workstation (SP6 or greater)

• Windows 2000 Professional (SP2 or greater)

• Windows XP (including 64-bit versions)

Retrospect Single Server, Retrospect Multi Server, and Retrospect Small Business Server require:

• Windows XP (including 64-bit versions)

• Microsoft Small Business Server 4.5, 2000, or 2003

• Windows Storage Server 2003

NOTE: If you are going to use clients, you must

have TCP/IP networking software installed and configured.

Backup Devices

Retrospect requires a supported backup device. Supported devices include:

• Fibre Channel/iSCSI/SCSI/ATAPI/USB/ IEEE 1394 tape drives and tape libraries, including AIT, DAT, DLT, LTO, Travan, and VXA.

• Hard disks, including local disks, remote servers, and NAS devices.

• Compatible SCSI/ATAPI/USB/IEEE 1394 Writable CD/DVD drives.

• Removable disks, including REV, Zip, DVD-RAM, MO, and SuperDisk (LS-120).

NOTE: Retrospect’s server level products,

support additional devices and communication technologies for tape-based backup, including tape autoloaders and tape libraries and fibre channel and iSCSI interfaces.

Retrospect has an extensive testing procedure to qualify backup hardware devices supported by Retrospect. For the most up-to-date listing of supported devices, see the Retrospect web site.

• Windows NT 4.0 Workstation or Server (SP6 or greater)

• Windows 2000 Professional, Server, or Advanced Server (SP2 or greater)

• Windows Server 2003 (including 64-bit versions)

• Windows Server 2003 R2 (Enterprise and Standard editions)

14 RETROSPECT USER’S GUIDE

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.

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Retrospect 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 Users

• Domain Admins

• Administrators

• Backup Operators

See Appendix A: SQL Server Agent and Appendix B: 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" on page 265.

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 NT/2000/XP/2003, 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.

NOTE: 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 and User Initiated Restore is described in Chapter 7 • 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.

NOTE: 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" on page 272 for more information.

• Automatically Checking for Retrospect Updates

• Manually Checking for Retrospect Updates

• Installing Retrospect Updates

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

CHAPTER 1 • GETTING STARTED 15

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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" on page 272 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:

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. Optional features include Open File Backup and Disaster Recovery.

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.

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.

• 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

16 RETROSPECT USER’S GUIDE

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 7.5 from the Retrospect program group in the Start menu.

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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.

NOTE: If you do not have a license code, you

can click the Purchase button for more information about obtaining one.

Enter your name and company name and click Next.

At the registration screen prompt, select one of the following radio buttons, then click Next.

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.

• Register Now, if you have not registered your copy of Retrospect and you would like to do so. After clicking Next, enter your information, then click the E-mail or Print buttons to send your information to Retrospect.

• Register Later, if you want to skip this step.

• Already Registered, if you have already registered your copy of Retrospect.

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Depending on which version of Retrospect you have and which (if any) add-on codes you have entered, you may see a screen with information about other Retrospect products. Click “Learn more” to link to the Retrospect web site. Select the check box to try all the add-ons for a limited-time evaluation. Click Next to continue.

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 recommends that you create an acc to all resource

ount that has administrator access

s, and enter that information in the fields below “Always run Retrospect as the specified user”.

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" on page 54 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.

See "Creating a Retrospect User Account" on page 14 for more information.

NOTE: If you want to use Terminal Services to

administer Retrospect when it is running on a remote server, see "Terminal Services and Remote Desktop" on page 276.

18 RETROSPECT USER’S GUIDE

To exit Retrospect entirely, choose Exit from its File menu. Before exiting, Retrospect informs you of the next scheduled operation, if any.

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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.

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.

• Hide overview/Show overview

• Dock on right/Dock on left

• Right 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.

TIP: 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.

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:

Right-clicking the icon displays the following commands:

• Launch Retrospect

• Options...

• Exit

Choose Launch Retrospect to launch the application. Retrospect displays as it was when you exited the application. You can also doubleclick 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" on page 54 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.

NOTE: Backup settings are displayed in

Wizard Mode, even if you last edited them in Advanced Mode.

Choose Exit to remove the Retrospect icon from the system tray temporarily. The next time you launch and exit Retrospect, the icon will display again (depending on your preferences).

WARNING: 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" on page 152 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.

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.

NOTE: If you want to display the icon again

later, you can turn it on using a Retrospect preference. See "Startup Preferences" on page 266 for more information.

20 RETROSPECT USER’S GUIDE

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...................................

CHAPTER 2

F UNDAMENTALS

• HOW RETROSPECT WORKS

• PROGRESSIVE BACKUP

• BACKUP SETS AND THEIR COMPONENTS

• BACKUP ACTIONS

• CATALOG FILES

•SNAPSHOTS

• RETROSPECT AND CLIENTS

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. We designed Retrospect

to be powerful and feature-packed,

yet very easy to use for basic operations.

CHAPTER 2 • FUNDAMENTALS 21

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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 Ret-

spect: 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 Chapter 4 • Immediate Operations. The process of creating scripts is described in Chapter 5 •

Automated Operations. rospect not found in “disk mirroring” software used for backups.

Most of the operations in Retrospect, whether

immediate or scripted, require a source and a Retrospect provides a number of ways to protect and restore your data. There are two basic types of operations you can perform with Retro-

destination. For a backup, the source is general-

ly 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) 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

22 RETROSPECT USER’S GUIDE

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NOTE: 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.

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" on

page 26 for more information.

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.

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

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 back-

up. Chapter 3 • Hardware and the

Retrospect web site provide more detailed in-

formation 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 exe-

cutions to multiple tape drives. See "Advanced

Tape Support" on page 13 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. Chapter

3 • Hardware provides more detailed informa-

tion on CD/DVD drives.

Retrospect uses the term “disc” to refer to a record-

able 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

CHAPTER 2 • FUNDAMENTALS 23

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and reused by Retrospect. Rewriteable discs are, of course, also recordable.

NOTE: 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 REV, Zip, Jaz, DVD-RAM, 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. Chapter 3 • 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" on page 38, "User Initiated Restore" on page 191, and "Disk Backup Sets and Multiple Executions" on page 161 for more information.

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.

NOTE: 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 Mem-

ber 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 Back-

up Set—in effect, all files. A New Backup Set

backup creates a new Backup Set and copies ev-

ery 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" on page 224, offers several

backup strategies that use Normal, Recycle,

New Member, and New Backup Set backup ac-

tions. 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 Progres-

sive 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 al-

ready present on the media. When a Normal

backup is done to a new Backup Set, there are

24 RETROSPECT USER’S GUIDE

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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 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, Tues-

day, Wednesday, and Thursday. On Friday, he

runs a Recycle backup, which resets the Backup

Set, allowing the process to start over again on

Monday.

WARNING: This is an example of how the

New Member backup feature could be used.

Retrospect 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 back-

up 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 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 re-

main 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 refer-

CHAPTER 2 • FUNDAMENTALS 25

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ences 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.

NOTE: 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 “Week-

ly Status Report” document every week, and

because each update modifies the file, Retro-

spect backs up each one to your Backup Set. A

flat list of all versions of all the files in the Back-

up Set would be very confusing. For this reason,

among others, every time you back up, Retro-

spect places a Snapshot of the source volume in

the Backup Set.

A Snapshot is a list—you can think of it as a pic-

ture—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 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 com-

pleted backup.

Snapshots help Retrospect keep track of the vol-

umes 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 al-

ready 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.

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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" on page 78.

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.

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...................................

CHAPTER 3

H ARDWARE

• HARDWARE OVERVIEW

• COMMUNICATION TECHNOLOGIES

• SEEING YOUR BACKUP DEVICES

• CD/DVD DRIVES

• REMOVABLE DISK DRIVES

• HARD DISK DRIVES

• TAPE DRIVES

• TAPE LIBRARIES

• REMOVABLE STORAGE MANAGER

• MEDIA LONGEVITY AND STORAGE

• MULTIPLE BACKUP DRIVES

• NETWORK 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, ATAPI, FireWire, and USB, you can skip the explanations and read the sections that apply to your particular hardware setup and backup device.

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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 maintains an extensive laboratory devot- ed to testing Retrospect with different backup devices. Nothing taxes storage devices more than backups, so if there is a problem, Retrospect’s intensive testing will most likely find it. Device manufacturers supply Retrospect with pre-release versions of their devices so Retrospect 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 Chapter 11 • 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 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 con-

nected serially—one after the other—in a

simple layout known as a daisy chain. Each de-

vice 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 sig-

nals 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 sequen-

tial or in a particular order; the SCSI chain is not

affected by the order as long as no devices share

the same number.

NOTE: 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 al-

lows SCSI commands to be sent over Internet

Protocol (IP) networks. Retrospect supports

iSCSI tape drives and libraries, as well as iSCSI

disk arrays.

NOTE: Retrospect recommends using the latest

version of the Microsoft iSCSI Software

Initiator.

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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.

NOTE: 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.

ATAPI

ATAPI (ATA Packet Interface) is a standard for connecting peripheral devices such as CD/DVD drives and tape drives to a computer’s IDE interface.

(ATAPI device numbers are set with jumpers or special cables.)

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 (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 connects a computer with peripheral devices by linking up to 128 devices with special USB cables plugged into USB ports.

All ATAPI devices are connected internally on the IDE bus. There may be one or two devices per channel, numbered 0 and 1, known as the master device and the slave device respectively.

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 de-

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vice, refer to the documentation that came with your device.

Retrospect web site will work fine with the listed driver under most circumstances.

NT Passthrough

For Windows NT/2000/XP/Server 2003 operating systems, Retrospect communicates directly with tape and CD/DVD drives using NT Passthrough.

ASPI

For Windows 98/Me operating systems, Retrospect requires ASPI (Advanced SCSI Programming Interface) software to communicate with tape and CD/DVD drives.

Retrospect automatically installs Adaptec Corporation’s ASPI software on Windows 98/Me systems.

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.

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 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.

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.

If the device you can’t see is an internally connected ATAPI device, make sure the cable is firmly connected and it is correctly set as either the master or slave device, or cable select if the computer supports it.

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 each address, Retrospect lists the device ID, vendor ID, product ID, firmware version, and Retrospect driver.

If the device has been qualified by Retrospect for

with Retrospect or the device is “recognized”,

use

the driver is devices that are not listed as “qualified” on the

32 RETROSPECT USER’S GUIDE

identified in boldface. Recognized

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 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

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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.

Special Considerations for Windows 98/Me

If you are backing up to tape or CD/DVD under Windows 98 or Me, you must have ASPI installed. The Retrospect installer automatically installs or updates ASPI to the correct version. It is possible that an application installed after Retrospect altered the ASPI version.

First, make sure ASPI is installed correctly on your Windows 98 or Me computer. Run the ASPI check utility (ASPICHK.EXE) from the Retrospect folder. If any ASPI component is a version earlier than 4.60, run the ASPI installer (ASPIINST.EXE) from the Retrospect folder to update it.

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.

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" on page 35 for more information.

CD/DVD DRIVES

With Retrospect, you can back up to and restore from CD/DVD drives. Retrospect’s hardware lab qualifies many, but not all, CD/DVD drives. For a list of qualified drives, see www.retrospect.com.

NOTE: 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" on page 35 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, DVDRW, 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.

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.

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 discs containing unwanted data. See "Toolbar Commands for Discs" on page 35.

WARNING: You cannot restore data for

CD/DVD discs unless you have a writable disc drive.

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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 uses the term “disc” to refer to a record- able 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 highquality 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.

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" on page 32.

NOTE: Retrospect requires the exclusive use of

the CD/DVD drive and it will first eject any loaded, previously recorded (finalized) CDROM or audio disc from the drive. The drive is then reserved for Retrospect’s exclusive use until Retrospect quits.

To view disc status:

1. Insert the disc in the drive.

NOTE: 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.

2. Click Configure>Devices.

The Storage Devices window displays.

TIP: 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.

NOTE: 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.

34 RETROSPECT USER’S GUIDE

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.

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Write Protected means the disc is locked or full.

disc’s header. Long erase performs a multi-hour erase and conditioning cycle.

Content Unrecognized means the disc is not empty, but does not contain valid Retrospect data. (see "Content Unrecognized" on page 333).

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.

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 rewrit-

able disc. This command is not available with recordable-only discs.

NOTE: 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

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.

NOTE: Custom configurations are not

qualified through Retrospect’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.

NOTE: 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.

NOTE: 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 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

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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. Rightclick 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.

NOTE: Retrospect cannot back up to a

CD/DVD drive for which it is has no

configuration (custom or built-in).

cludes 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.

NOTE: 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. 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.

REMOVABLE DISK DRIVES

Removable disk drives use media that can be accessed from the Windows Explorer. This in-

36 RETROSPECT USER’S GUIDE

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 Back-

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up 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" on page 37, you can add them to disk Backup Sets as described in "Adding a Disk to a Backup Set" on page 260.

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.

NOTE: 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.

TIP: For Windows NT/2000/XP, 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.

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" on page 224 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 volumes

• Include the option to automatically groom disks to reclaim disk space

• Provide the best support for backing up to NAS devices and servers

• Use the same Backup Set as the destination in one operation while, at the same time, as the source for one or more additional operations.

• Support User Initiated Restore (UIR), if you have the UIR add-on.

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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" on page 260.

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.

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" on page 257 for more information.

Grooming is useful as part of a staged backup strategy. See "Staged Backup Strategies" on page 227 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.

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" on page 254.

WARNING: 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.

38 RETROSPECT USER’S GUIDE

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

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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.

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 me-

dia 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.

TIP: 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

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capacity results are achieved with a fast computer 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.

TIP: 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" on page 227.

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 Ultri-

um format was created by the LTO (Linear Tape Open) consortium. Ultrium-1 tapes offer an uncompressed capacity of 100 GB. Ultrium2 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 medium-sized 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.

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:

• Information

• Warning

• Critical

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" on page 158.

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• Logs the error in the Operations Log. See "Viewing the Operations Log" on page 231.

You can enable/disable this behavior for any tape drive or library that is accessible from the backup computer and supports Tape Alert.

NOTE: 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.

Retrospect supports the following types of WORM tapes:

• AIT

• S-AIT

• LTO

• SuperDLT

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 .

WARNING: 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" on page 270.

• Working with WORM Tapes

• Creating SuperDLT WORM Tapes

Working with WORM Tapes

Since Retrospect treats WORM tapes differently than normal tapes, Retrospect recommends that you use WORM tapes exclusively with WORM tape Backup Sets.

NOTE: 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.

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" on page 252.

NOTE: 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 auto-

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matic 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.

4. Click OK.

WARNING: Once tapes are formatted as

WORM, they can never be erased or reused.

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.

NOTE: 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.

3. Select a tape and click the Format button

from the Storage Devices window’s

toolbar.

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" on page 45.

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.

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" on page 32.

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:

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.

Ready indicates the medium contains Retro-

spect data or is a member of a Backup Set that is ready for use.

Erased indicates an empty medium.

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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" on page 333.).

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.

NOTE: You must select blank, erased, or

“content unrecognized” tapes.You cannot add tapes that already belong to an existing Backup Set.

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.

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.

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.

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.

NOTE: You can also add tapes to a Backup Set

from the Backup Set properties window. See "Adding Tapes to a Backup Set" on page 260.

Toolbar Commands for Tape Drives

The following commands for working with tape drives are available on the toolbar.

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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" on page 42 for more information.

• The Tape Alert button . See "Tape Alert Support" on page 40 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" on page 42 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" on page 42.

Add to Backup Set lets you add the selected tape as a member of a tape Backup Set. See "Preparing Tapes for Use" on page 44 for more information.

Additional commands are available for tape libraries. See "Toolbar Commands for Tape Libraries" on page 47.

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 large-scale 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.

NOTE: Tape library support is only available if

you have the appropriate license code. Generally, Retrospect Single Server, Retrospect Multi Server, and Retrospect Small Business Server support tape libraries, while Retrospect Professional 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.

Retrospect supports multiple import-export slots to move cartridges within and to and from

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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" on page 161 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.

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.

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.

WARNING: 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.)

46 RETROSPECT USER’S GUIDE

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.

Icon

Status or

Tape

Name

(Empty) The slot has no tape.

Comments

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Icon

Status or

Tape

Name

(In drive) The slot has no tape

Comments

because it was moved into the drive. This is certain because the library always knows from which slot it has moved a tape into the drive.

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.

(green icon)

(blue icon)

(red icon)

(yellow icon)

(Unknown) The slot has never been

(Cleaning tape)

Name The named tape was in

Name [Barcode]

Name There was a media

Name This tape is formatted

scanned by Retrospect. The slot has been des-

ignated as a cleaning tape slot by Retrospect. Cleaning tapes use a green tape icon.

the slot when Retrospect last scanned for tapes, but the status is unverified because the slot’s content may have changed since then.

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 then.

error writing to the tape. Retrospect will not use this tape for automatic executions (scripts). You must manually erase the tape to reuse it.

as WORM (Write Once, Read Many). See "WORM Tape Support" on page 41.

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" on page 44.

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.

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.

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

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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.

Add to Backup Set lets you add tapes in the selected slots as members of a tape Backup Set. See "Preparing Tapes for Use" on page 44 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.

NOTE: 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" on page 42.

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,

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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 operation cannot continue until you insert media.

NOTE: 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" on page 269.

REMOVABLE STORAGE MANAGER

Windows 2000, XP, and 2003’s 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.

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.

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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 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.

(provided the backups have unique sources). See "Multiple Concurrent Executions" on page 161 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.

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

50 RETROSPECT USER’S GUIDE

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" on page 197), although that is not the best method.

E recommends that you install the Retrospect application or Retrospect Client on the NAS device, then back it up locally or remotely using Retrospect.

In order to run the Retrospect application, the NAS device requires:

• Windows 2000 Server or later with Microsoft Server Appliance Kit; or Windows Storage Server 2003

• Retrospect Single Server or Retrospect Multi Server

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In order to run Retrospect Client, the NAS device requires:

• Windows 2000 Server or later with Microsoft Server Appliance Kit; or Windows Storage Server 2003

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.

NOTE: 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" on page 265.

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:

1. In the Computer Management control panel, select users.

2. Open the Properties for the Backup Administrator account.

3. Click the Sessions tab and select Never in the “End a disconnected session” list box.

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" which starts on page 171.

To configure the connection properties:

1. Open the Administrative Tools control panel folder.

2. Launch the Terminal Services Configuration Control Panel.

3. Highlight Connections, right-click RDPTcp 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

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" on page 181 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 4

I MMEDIATE OPERATIONS

• BACKUP

• ARCHIVE

•RESTORE

• DUPLICATE

• TRANSFER BACKUP SETS

• TRANSFER SNAPSHOTS

• CONTROLLING 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 chapter 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 chapter is a good introduction to Retrospect.

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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 Mode

• Switching from Wizard to Advanced Mode

• Backing Up in Advanced Mode

• Switching 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.

If you have never backed up before (or have previously set up an immediate backup using the wizard), the Backup Wizard welcome screen displays.

TIP: If the Advanced Mode Backup Summary

screen displays, click Switch to Wizard Mode.

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" on page 61 for more information.

If you have previously set up a backup, the welcome screen displays your current settings. See "Editing the Backup Settings" on page 60 for more information.

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.

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.

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• Documents and Settings, (only available for Retrospect Professional) 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 Professional) 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.

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 Chapter 7 • 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 Shiftclicked 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.

See "Containers" on page 281 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 box-

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es, all files (except cache files) will be backed up.

NOTE: Some of these options function

differently with Windows, Mac OS, NetWare, and UNIX 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" on page 292.

• 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.

NOTE: 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.

NOTE: 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" on page 244 and

"Windows Security Options" on page 245 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 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.

NOTE: 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, DVD

• Hard 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.

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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.

NOTE: 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" on page 265 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.

NOTE: 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.

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" on page 102.

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 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.

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.

NOTE: When copying to a tape device that has

built-in hardware data compression, Retrospect automatically turns off software compression

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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.

NOTE: Using encryption increases backup

time.

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.

WARNING: 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 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.

NOTE: You can change the remember

password setting at a later time by modifying the Backup Set’s properties. See "Configuring Backup Sets" on page 255 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.

NOTE: 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.

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• 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.

WARNING: 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.

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.

WARNING: 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.

• 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.

TIP: 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.

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MEDIA LONGEVITY AND STORAGE

(provided the backups have unique sources). See "Multiple Concurrent Executions" on page 161 for more information.

NETWORK ATTACHED STORAGE (NAS) DEVICES

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.

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

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Backing up a Windows-based NAS Device

Retrospect recommends that you install the Retro- spect application or Retrospect Client on the NAS device, then back it up locally or remotely using Retrospect.

In order to run the Retrospect application, the NAS device requires:

• Windows 2000 Server or later with Microsoft Server Appliance Kit; or Windows Storage Server 2003

• Retrospect Single Server or Retrospect Multi Server

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NOTE: All of the Wizard Mode options are

available in Advanced Mode. If you switch from Wizard to 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 selectors

• Create and apply custom selectors

• Preview and select specific files to back up

• Set 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.

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.

NOTE: If you have the SQL Server Agent

and/or Exchange Agent add-on, SQL and/or Exchange servers and mailboxes are also listed. See Appendix A: SQL Server Agent and Appendix B: 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.

Click the buttons on the summary screen to specify the source, destination, and other backup options.

Choosing Source Volumes

In the Immediate Backup summary window, click the Sources button to display the Source Selection window.

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.

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.

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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" on page 252 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.

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" on page 291.) 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" on page

286. 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.

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.

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Click the More Choices button to access many more options.

Backup actions are explained in "Backup Actions" on page 24, and options are explained in detail under "Backup Execution Options" on page 237.

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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" on page 162 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 copied to the destination Backup Set. The Activity Monitor window also has Pause and Stop buttons for suspending or cancelling the backup.

slightly depending on the type of Backup Set you are using.

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.

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

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" on page 231.

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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TIP: 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" on page 61 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" on page 134.

Switching from Advanced to Wizard Mode

In general, Retrospect 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:

• Selectors

• Execution Options

• Backup Sets

• Manual File Selection

• Execution 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.

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If you choose a selector that is not available in Wizard Mode, then click “Switch to Wizard

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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.

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.

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.

WARNING: 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.

TIP: 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.

• 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.

NOTE: The compression execution option is

available in both Wizard and Advanced Mode.

In these situations, the Wizard Mode Welcome screen displays (No destination selected) in the Destination field.

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.

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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.

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.

navigation bar, then click Archive Files. The archive summary window displays.

As with backups, there are three basic steps in archiving:

• Choosing the source volumes to archive

• Choosing the Backup Set in which to store the files (or creating a new Backup Set)

• Executing the archive

NOTE: Be sure to read "Archiving Tips" on

page 68 for important information about archiving.

Choosing the Source Volumes

In the archive summary window, click the Sources button to display the Source Selection window.

NOTE: 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.

RESTORE

Retrospect allows you to restore an entire volume or restore selected files and folders from the most recent backup or any previous backup. Retrospect can restore selected files and folders, entire volumes, or just the System State and registry. You can restore either by selecting a Snapshot from a Backup Set, or by searching through one or more Backup Sets for files that meet specified criteria. This section focuses on

those two methods of restoring files with Retrospect.

If you have experienced disastrous data loss in which the computing environment required to restore data is not available, see Chapter 8 • Disaster Recovery, which includes an overview of different situations and points you to restore instructions.

NOTE: To restore files that were backed up

with Open File Backup, make sure to close or stop the application that uses the open files on the destination volume.

For information on how to restore a SQL database, or an Exchange mailbox or database, see Appendix A: SQL Server Agent and Appendix B: Exchange Server Agent.

If you have the User Initiated Restore add-on, supported Retrospect Client users can restore their own files from recent hard disk backups without requiring administrator intervention. See "User Initiated Restore" on page 191 for more information.

Snapshots

Retrospect’s Snapshots make it easy to restore an entire volume or a selected file to its exact state as of a given date and time. A Snapshot is like a picture of the contents of a volume at a point in time. It contains a list of all of the files and folders on a volume and the sessions during which they were backed up. Each time you back up a volume, its Snapshot is updated in the Backup Set Catalog and the Snapshot is added to the backup medium.

To restore an entire volume, simply choose the Snapshot you want to restore and Retrospect will automatically locate and retrieve the necessary files, even if they were backed up in different sessions. A Snapshot allows Retrospect to restore the files from a Backup Set in a single pass through the media, rather than hav-

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ing to restore each incremental session individually and in a specific order.

You can also restore individual files from a Snapshot. This is the easiest way to retrieve files that you know were on a volume at a specific time. If you are not sure which Snapshot or even which Backup Set contains the files you want to retrieve, you can define search criteria to help find the files. See "Restoring by Search" on page 78 for more information.

You can restore by Snapshot in either Wizard Mode or Advanced Mode.

Selecting a Backup Set

Select the Backup Set that contains the files you want to restore and click Next.

Restoring In Wizard Mode

The Restore Wizard provides an easy way to set up and edit immediate restore operations. To start the Restore Wizard, click Restore from the navigation bar, then click the Restore button.

The Restore Wizard welcome screen displays.

Welcome Screen

When you choose Restore>Restore from the navigation bar, Retrospect always opens the Restore Wizard. Click Next to continue set up using the Restore Wizard.

To set up the restore in Advanced Mode, click Switch to Advanced Mode. See "Restoring in Advanced Mode" on page 73 for more information.

The Backup Set list displays all current Backup Sets by name and includes information on when each Backup Set was last modified. The icons next to the Backup Set names indicate the Backup Set type (e.g., disk, tape, etc.).

If the Backup Set containing your files is not displayed, click More Backup Sets, browse to the location of the Backup Set’s Catalog File (by default, ..My Documents\Retrospect Catalog Files), select a Backup Set, and click Open.

If you cannot find the Backup Set’s Catalog File, click Recreate to recreate it from the backup media. See "Recreating a Catalog" on page 302 or "Repairing a File Backup Set" on page 304 for more information.

Selecting a Snapshot

Select the Snapshot that contains the files you want to restore and click Next.

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The Snapshot list displays all the active Snapshots for the selected Backup Set by name and includes information on the date and time each Snapshot was made. The icons next to the Snapshot names indicate what was backed up (e.g., a drive, a folder, etc.).

If the Snapshot you want to use is not listed, click the More Snapshots button to display a list of all Snapshots in the Backup Set.

TIP: To restore files from a backup other than

the most recent one you will most likely need to click More Snapshots.

In the Snapshot Retrieval window, select a Snapshot and click Retrieve. Since Retrospect retrieves older Snapshots from the Backup Set media, you may be required to insert the media into your backup drive.

NOTE: The Retrieve button is disabled when

you select a Snapshot that is already available.

Choosing the Destination

You can restore files either to their original location or to a new location.

NOTE: The Original location option is only

available if the location still exists and is accessible to Retrospect.

To restore to a new location, choose New location, then specify a destination. Click a drive or folder to select it. This deselects any other selected drive or folder. You can select a drive or folder from any of the containers listed in this

screen: My Computer, My Network Places, or Backup Clients.

• To add Retrospect Clients to the Backup Clients container, click Add Clients.

• To add network volumes to the My Network Places container, click My Network.

• To display the folders on a drive, select the drive and click Add Folders.

NOTE: The My Network button and My

Network Places container are not displayed if your Snapshot contains a full system backup.

Choosing the Type of Restore

Depending on the selections you made earlier in the wizard, this screen offers some combination of the following options:

• Restore files and folders allows you to select specific files to restore to the destination.

• Restore everything...deleting all other contents deletes all the existing files on the destination, then restores all the files in the Snapshot to the destination.

• Rollback everything... deletes all the existing files on the destination, then restores all the files in the Snapshot to the destination. This option also restores the registry and System State information from the source Snapshot.

• Rollback just the registry and system state does not restore any files from the Snapshot or delete any files from the destination. This option restores only the registry and System State information from the source Snapshot.

Select an option and click Next.

Selecting the Files to Restore

This screen offers different options depending on the selection you made in the previous screen of the wizard.

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If you chose “Restore files and folders”, click Select Files to display a list of the files available to restore from the Snapshot. Select the check box next to each file you want to restore (by default, all files are selected). Selecting the check box for a folder selects all files in that folder.

destination files with files from the Snapshot regardless of whether the Snapshot file is newer or older than the destination file. This option is most useful if you want to restore an older version of a file that has been corrupted since the Snapshot was taken.

If you chose “Restore everything...” or “Rollback everything...”, Retrospect selects all files. Click Preview Files to display a list of the files that will be restored from the Snapshot. Clear the check box next to files that you do not want to restore. Clearing the check box for a folder clears the check boxes for all files in that folder.

Setting the Matching Option

When the restore destination already contains files you selected to restore, you can choose to replace those “matching” files with the ones from the source Backup Set’s Snapshot.

• Never matching files on the destination are left untouched. This option restores all selected files from the Snapshot that do not exist on the destination, but does not overwrite any files on the destination. It is useful if you want to make sure you don’t restore an older version of a file you have updated since the Snapshot was taken.

• Only if Backup Set is newer, matching files on the destination are replaced by the selected files from the Snapshot only if the Snapshot files are newer. This option restores all selected files from the Snapshot that do not exist on the destination and overwrites matching files on the destination if Snapshot file is newer than the destination file.

• Always, matching files on the destination are always replaced by the selected files from the Snapshot. This option restores all selected files from the Snapshot that do not exist on the destination and overwrites matching files on the destination. The Always option replaces matching

Reviewing the Restore Settings

The Restore Summary screen displays the restore settings you specified in the wizard.

• Restore lists the number of files that will be restored

• From lists the volume name and date and time of the Snapshot, as well as the name of the Backup Set that contains the Snapshot. If the Backup Set is stored on removable media, make sure it is loaded in your backup device.

• To lists the destination to which data will be restored.

NOTE: Some options specified in the wizard

are not listed in the summary screen (e.g., matching and type of restore), but they are implemented during the restore.

To change any of the restore settings, click Back.

To start the restore, click Start.

Monitoring the Restore

This screen includes information on the restore destination and information about the progress of the restore operation.

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• Remaining lists the number of files that need to be restored and their combined size.

• Completed lists the number of files already restored and their combined size.

• Time Remaining provides an estimate of the time remaining until the restore is complete.

Click Stop to halt the restore operation. Click Yes in the confirmation dialog to stop the operation and exit the wizard.

NOTE: Retrospect’s Activity Monitor runs in

the background and includes more information about the restore operation. See "Activity Monitor" on page 152 for more information.

Successful Restores

If Retrospect restores the selected files without encountering any errors, it displays the Congratulations screen. Browse to the destination to see the restored files.

well as information about the number of files (if any) that were successfully restored before the errors.

Click Cancel to exit the wizard.

Restoring in Advanced Mode

Advanced Mode immediate restores include all of the options available in Wizard Mode, plus a few additional options not available in the wizard. In Advanced Mode you can:

• Save your restore settings as a script

• Restore using the “Retrieve Just Files” method

• Specify an execution unit to use for the restore operation (if your version of Retrospect supports multiple execution units)

• Set some additional options not available in Wizard Mode (e.g. update modify dates)

In general, you should restore using whichever mode is more comfortable for you, unless you need to use Advanced Mode options not available in Wizard Mode.

To restore in Advanced Mode, click Restore from the navigation bar, then click the Restore button. The Restore Wizard welcome screen displays.

Click Switch to Advanced Mode.

Click Close to exit the wizard.

NOTE: If you performed a system restore (i.e.

“rollback”) you must reboot the destination computer.

Restores with Errors

If Retrospect encounters errors during the restore, it displays a warning screen.

Click Open Log to display the Operations Log for the restore operation. The log includes information on the errors Retrospect encountered, as

NOTE: To restore in Wizard Mode, see

"Restoring In Wizard Mode" on page 70

Choose the type of restore:

• Restore files and folders, allows you to select specific files and folders to restore to

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a new folder on the destination, leaving the rest of the destination unchanged.

• Restore an entire volume, selects and restores all files and folders from the source Snapshot to the destination, deleting all other contents. Restores registry and System State information from the Snapshot (if available).

NOTE: The descriptions above describe the

default behavior for the restore types. This behavior can be modified later by changing the defaults.

The Immediate Restore summary window displays.

Click the buttons on the summary screen to specify the source, destination, and other restore options.

Selecting the Source

use the More button if your desired Backup Set is not listed.

In the window’s bottom list, select a volume Snapshot. The date and time of the Snapshot are listed to the right of the volume’s name. If the Snapshot you want to use is not listed, click the Add Snapshot button to display a list of all Snapshots in the Backup Set.

TIP: To restore files from a backup other than

the most recent one you will most likely need to use Add Snapshot.

When you select a Snapshot and click Retrieve Retrospect obtains the older Snapshot from the Backup Set media (which may require you to insert media) and adds it to the list in the restore source window.

NOTE: The Retrieve button is disabled when

you select a Snapshot that is already available.

With your desired Snapshot selected in the source selection window, click OK.

In the source selection window’s top list, select the Backup Set from which to restore. You can

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Selecting the Destination

Select a volume on which you want Retrospect to place the restored files. This volume does not have to be the original volume from which the files were backed up; it can be a folder defined as a Subvolume (see "Subvolumes" on page

284) or any available volume, including one belonging to a client on the network. (Navigate through My Computer, My Network Places, and Backup Clients as detailed in "Containers" on page 281.)

Choosing the Method to Restore Files

Set the list box to determine how Retrospect restores the files to the destination.

Restore Entire Volume makes the destination volume exactly match the source Snapshot. It deletes all files and folders on the destination that do not match those marked for restore in the Snapshot, leaving files untouched if they are identical to files marked for restore. It then copies all remaining files and folders from the Snapshot to the destination, preserving the folder hierarchy. This is the default restore method if you chose “Restore an entire volume”. If you select this method, Retrospect restores registry and System State information from the Snapshot (if both the Snapshot and destination are system volumes) by default.

NOTE: To prevent the operating system from

crashing, the Restore Entire Volume method does not delete the active Windows system, nor does it delete the “blessed” system folder of a Mac OS client.

Replace Corresponding Files restores all selected files from the Snapshot that do not exist on the destination and overwrites files on the destination that also exist in the source Snapshot. These “corresponding” or “matching” files on the destination are always overwritten with files from the Snapshot regardless of whether the Snapshot file is newer or older than the destination file. Retrospect leaves files untouched if they are identical to files marked for restore, if the file names do not match those marked for restore, or if the path to those files is not identical. If you select this method and choose the Restore System State execution option, Retrospect restores registry and System State information from the Snapshot (if both the Snapshot and destination are system volumes).

Replace if Backup is Newer restores all selected files from the Snapshot that do not exist on the destination and overwrites matching files on the destination only if the Snapshot file is newer than the destination file. If you select this method and choose the Restore System State execution option, Retrospect restores registry and System State information from the Snapshot (if both the Snapshot and destination are system volumes).

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Restore Missing Files Only restores all selected files from the Snapshot that do not exist on the destination, but does not overwrite any files on the destination. Matching files on the destination are left untouched. If you select this method and choose the Restore System State execution option, Retrospect restores registry and System State information from the Snapshot (if both the Snapshot and destination are system volumes).

TIP: To restore just the registry and System

State, choose “Restore Missing Files Only”, then click Files Chosen and make sure no files are selected, and finally click Options>More Choices and select the Restore System State check box.

Retrieve Files & Folders creates a new folder on the destination volume (giving the folder the

name of the Backup Set), then copies all selected files from the Snapshot into this folder, preserving the Snapshot folder hierarchy. Nothing is replaced or overwritten. This is the default restore method if you chose “Restore files and folders”. This method never restores registry and System State information.

Retrieve Just Files creates a new folder on the destination volume (giving the folder the name of the Backup Set), then copies all selected files from the Snapshot into this folder. The Snapshot folder hierarchy is not preserved. Nothing is replaced or overwritten. This method never restores registry and System State information.

The following table summarizes the restore methods:

Files in the

Restore Method

Restore Entire Volume Restored Always overwrites the destinati on

Replace Corresponding Files Restored Always overwrites the destination

Replace if Backup is Newer Restored Overwrites destinat ion files if

Restore Missing Files Only Restored Never overwrites destinati on file s Left untouched Restore Files & Folders Restored to a

Restore Just Files Restored to a

Snapshot but

not on the

destination

new folder

Files in both the Snapshot and

files

Snapshot files are newer

Never overwrites destination files Left untouched

destination

Files on the

destination but

not in the Snapshot

Deleted

Left untouched

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After setting the destination restore method with the list box, click OK to continue. Depending on the restore type and method, Retrospect may scan the destination volume and match files from the selected Snapshot. Then the restore summary window appears.

Summarizing the Restore Operation

Verify your choices for the Source, Destination, Files Chosen, and Options. To change information, click the appropriate button.

Source is the Backup Set and volume Snapshot from which you want to restore files. Click this button to use the source selection window to change the source.

Destination is the volume to which you want to restore files. Click to change the destination volume or restore method.

Files Chosen are the files you want to restore from the Backup Set. If you chose “Restore entire volume”, all files from the source Snapshot are selected by default. If you chose “Restore files and folders”, no files are selected by default. Click this button to use a browser to mark and unmark individual files and folders to be restored. Browsers are explained in detail in "Browsing" on page 286.

these options. See "Execution Options," which starts on page 236, for more information.

Executing the Restore

When Retrospect has the information it needs to do the restore, it says “Ready to Execute” at the top of the restore summary window. If the information is incomplete, it says “Not Ready to Execute” and you must change one or more parts of the information you gave it.

WARNING: Restoring can destroy data on the

destination. Make sure you chose the correct restore method.

Make sure the correct Backup Set media is in the backup device. If Retrospect cannot access the required media, it asks you for it.

When you are ready, click Restore. Retrospect displays the Activity Monitor window.

Monitoring the Restore

Retrospect performs the restore, displaying the progress of the operation in the Activity Monitor’s Executing tab and listing the names of files as they are copied from the Backup Set media to the destination. The Activity Monitor window also has Pause and Stop buttons for suspending or cancelling the restore.

Options let you set various execution options, including restoring the System State and updating the modification dates of restored files. Click this button, then click More Choices to set

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When the execution is complete, click the History tab to see performance data for the restore operation. If any errors occurred you can 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" on page 231.

When you leave Retrospect and go to the destination volume, you can see that it is changed to reflect the restored files. The level of change can be anywhere from a new folder on the volume or a completely restructured volume from an entire volume restore, depending on the destination restore method and options.

Restoring by Search

While restoring by Snapshot lets you restore files from a specific backup date and time, restoring by search lets you retrieve one or more files regardless of when they were backed up. Restoring by search lets you search multiple Backup Sets at once, which is useful if you’re not sure which Backup Set contains the files you want to restore. Searching works best when you know specific attributes of the files you want, for example it’s name or type. If you want to see all backed up versions of a particular file, search on its name, and then restore exactly the version you want.

NOTE: Restore by searching does not restore

NTFS permissions, AppleShare or Mac OS file sharing privileges, or registry and System State information. You must restore from a Snapshot to restore these.

To begin setting up a restore by search, click Restore, from the navigation bar, then click Find Files. The Backup Set Selection window displays.

Selecting the Backup Set(s) to Search

NOTE: A Mac OS client’s Desktop needs to be

updated after a large restore, such as an entire volume. Restart the Macintosh while holding dow n the Command and Option keys to rebuild the Desktop.

Scripting the Restore

When a restore summary window is active, you can click the Schedule button to save the immediate restore information and settings as a script. You can then use the script to accomplish restore operations.

See Chapter 5 • Automated Operations.

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Select one or more Backup Sets to search. Click the More button if your desired Backup Set is not listed. Click OK to continue. The Destination Selection window displays.

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Selecting the Destination

284) or any available volume, including one belonging to a client on the network. (Navigate through My Computer, My Network Places, and Backup Clients as detailed in "Containers" on page 281.)

Choosing the Restore Method

Set the list box to determine how Retrospect restores the files to the destination. The default setting is “Retrieve Files & Folders”.

Restore Entire Volume replaces the destination volume with the selected files from the source Backup Set(s) that meet your search criteria. It deletes all files and folders on the destination that do not match those marked for restore in the Snapshot, leaving files untouched if they are identical to files marked for restore. It then copies all remaining files and folders from the Snapshot to the destination, preserving the folder hierarchy.

NOTE: To prevent the operating system from

crashing, the Restore Entire Volume method does not delete the active Windows system, nor does it delete the “blessed” system folder of a Mac OS client.

Replace Corresponding Files restores all selected files from the source Backup Set(s) that meet your search criteria and do not exist on the destination. Files that exist on the destination that are also in the source Backup Set(s) and meet your search criteria are always overwritten. Retrospect leaves files untouched if they are identical to files marked for restore, if the file names do not match those marked for restore, or if the path to those files is not identical.

Replace if Backup is Newer restores all selected files from the source Backup Set(s) that meet your search criteria and do not exist on the destination. Files that exist on the destination that are also in the source Backup Set(s) and meet your search criteria are overwritten only if the Backup Set files are newer.

Restore Missing Files Only restores all selected files from the source Backup Set(s) that meet your search criteria and do not exist on the destination. Files that exist on the destination that are also in the source Backup Set(s) and meet your search criteria are never overwritten only.

Retrieve Files & Folders creates a new folder on the destination volume (giving the folder the name of the Backup Set), then copies all selected files from the source Backup Set(s) that meet your search criteria into this folder, preserving the Snapshot folder hierarchy. Nothing is replaced or overwritten.

Retrieve Just Files creates a new folder on the destination volume (giving the folder the name of the Backup Set), then copies all selected files from the source Backup Set(s) that meet your search criteria into this folder. The Snapshot folder hierarchy is not preserved. Nothing is replaced or overwritten.

After setting the restore method with the combo box click OK. Retrospect displays the searching and retrieval window.

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Specifying the Search Criteria

ually unmark and mark these files for restore. See "Marking Files and Folders" on page 288 for more information. Files with check marks will be restored when the operation is executed.

TIP: Depending on your search criteria, your

browser may list more than one version of a particular file. For example, a given file may have been modified daily and backed up every day over a certain period of time. Use the backed up or modified dates to determine which version you want to restore.

If you want to restore all files from all sources, click OK.

Otherwise, use the controls and enter text to define the search criteria on file or folder names, or click More Choices to make a custom selector with other search criteria. This window is described in detail in "Finding Files" on page 289, and selectors are described in "Using Selectors" on page 291.

When you have defined the search criteria, click OK. Retrospect searches each source Backup Set before displaying up the summary window.

Your file selection criteria are summarized next to Searching. Files Chosen displays the total number of files from each source Backup Set that meet the search criteria.

Choosing Files to Restore

Click Files Chosen to open a browser that lists files meeting the search criteria. You can man-

Modifying Search Criteria

If the browser does not display the files you want, you can close it and return to the summary window to redefine the search criteria by clicking the Searching button. If you change the search criteria, Retrospect displays a dialog asking whether you want to do a new search, narrow the existing search, or widen the existing search.

New replaces the results of the previous search with the results of the new search.

Narrow uses the new criteria to further restrict the selection.

Widen uses the new criteria to add files to the current selection.

Select a search type, then click OK to return to the summary window and repeat the process until you are satisfied with the chosen files.

Executing the Restore

If Retrospect has the information it needs, it says “Ready to Execute” at the top of the searching and retrieval summary window. If the information is incomplete, it says “Not Ready to

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Execute” and you must change one or more parts of the information you gave it.

This log is described in "Viewing the Operations Log" on page 231.

WARNING: Restoring can destroy data on the

destination. Make sure you chose the correct restore method.

Make sure the correct Backup Set media is in the backup device. If Retrospect does not see the media it asks you for it in a window.

When you are ready, click Retrieve.

Monitoring the Restore

Retrospect performs the restore, displaying the progress of the operation in the Activity Monitor window, which includes buttons to pause or stop its execution.

When you leave Retrospect and go to the destination volume you can see it is changed to reflect the restored files.

NOTE: A Mac OS client’s Desktop needs to be

updated after a large restore. Restart the Macintosh while holding down the Command and Option keys to rebuild the Desktop.

DUPLICATE

An immediate duplicate copies selected files in their native file format from one drive or folder to another. After a duplicate operation, the destination drive contains an exact copy of every file and folder that was duplicated. You can open, edit, and otherwise work with the files.

NOTE: Files and folders are copied without

compression and encrypted files remain encrypted.

Retrospect allows you to duplicate files from one drive to another, or duplicate files on the same drive from one folder to another. Retrospect optimizes the duplication process by copying only those files that do not already exist on the destination.

When the execution is complete, click the History tab to see performance data for the restore operation. 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.

There are two ways to set up an immediate duplicate. You can use Retrospect’s Duplicate Wizard, which walks you through the process of setting up a duplicate, or you can set up the duplicate on your own in Advanced Mode. Advanced Mode has options that are unavailable in the Wizard. For more information see:

• Duplicating in Wizard Mode

• Switching from Wizard to Advanced Mode

• Duplicating in Advanced Mode

• Switching from Advanced to Wizard Mode

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Duplicating in Wizard Mode

The Duplicate Wizard provides an easy way to set up and edit immediate duplicate operations. To start the Duplicate Wizard, click Backup from the navigation bar, then click the Duplicate button.

TIP: If the Advanced Mode Duplicate

Summary screen displays, click Switch to Wizard Mode.

Welcome Screen

If this is the first time you are setting up a duplicate, click Next to continue using the Duplicate Wizard. To set up the duplicate in Advanced Mode, click Switch to Advanced Mode. See "Duplicating in Advanced Mode" on page 85 for more information.

If you have previously set up a duplicate, the welcome screen displays your current settings. See "Editing the Duplicate Settings" on page 84 for more information.

Choosing What to Duplicate

You can now select a specific drive or folder to duplicate.

Click a drive or folder to select it. This deselects any other selected drive or folder.

You can select a drive or folder from any of the containers listed in this screen: My Computer, My Network Places, or Backup Clients.

• 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.

See "Containers" on page 281 for more information.

Choosing File Types to Duplicate

Select the check box for each type of file you want to duplicate. If you select all the check boxes, all files (except cache files) will be duplicated.

NOTE: Some of these options function

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• Documents and Settings duplicates files in the Documents and Settings folder, which contains every user’s My Documents, Favorites, Application Data, and Desktop folders.

NOTE: For Windows 9x systems, the

“Documents and Settings” duplicates the “Profiles” folder.

• Operating System and Applications duplicates system files, including the Windows folder and the System State. Also duplicates 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.

NOTE: If you choose not to duplicate

“Operating System and Applications”, Retrospect modifies some of its default execution options. Retrospect turns off both the “Duplicate System State” and “Duplicate folder security information for workstations” options. See "Windows System Options" on page 244 and "Windows Security Options" on page 245 for more information.

• Pictures duplicates all files in the My Documents\My Pictures folder for all users. It also duplicates files with common picture file extensions (.jpg, for example) anywhere on the source, except the Windows and Program Files folders.

• Music duplicates all files in the My Documents\My Music folder for all users. It also duplicates files with common music file extensions (.wma and .mp3, for example) anywhere on the source, except the Windows and Program Files folders.

• Movies duplicates all files in the My Documents\My Videos folder for all users. It also duplicates files with common movie file extensions (.mov, for example) anywhere on the source, except the Windows and Program Files folders.

• Office Documents duplicates Microsoft Office Documents, Microsoft Outlook data, and Adobe PDF files anywhere on the source, except the Windows and Program Files folders.

• All Other Files, duplicates all files not selected by the other options.

NOTE: The Documents and Settings and

Operating System and Applications options are not available if you are duplicating a folder.

Choosing the Destination

Select a drive or folder to which you want files duplicated.

NOTE: The destination cannot be the same

drive or folder from which files are being duplicated. You can duplicate to different folders on the same drive or folders with the same names on different drives.

The Add Clients, Add Network Volumes, and Show Folders buttons on this screen function the same way as in the “What do you want to duplicate?” screen. See "Choosing What to Duplicate" on page 82.

When you click Next, Retrospect displays a dialog warning that the destination folder or drive will be completely replaced with the files you selected to duplicate.

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WARNING: Make sure that the destination

does not contain any important files before duplicating. Any files already on the destination will be lost and replaced with the files you selected to duplicate. To be safe, create a new folder on the destination drive and duplicate to it.

Click Replace to dismiss the warning and continue setting up the duplicate.

Choosing When to Duplicate

For immediate duplicates, select Now.

If you want to set up a duplicate to run on a schedule, select Later.

The steps to set up a duplicate to run later are described in "Creating a Duplicate Script in Wizard Mode" , starting with "Choosing When to Duplicate" on page 115.

Reviewing the Duplicate Settings

The Duplicate Summary screen displays the duplicate settings you specified in the wizard.

Monitoring the Duplicate

Once you click Start Now, Retrospect exits the Duplicate Wizard and displays the Activity Monitor, just as it would for an immediate duplicate executed from Advanced Mode. See "Monitoring the Duplicate" on page 87 for more information.

Editing the Duplicate Settings

Retrospect automatically remembers the most recent settings you specified for an immediate duplicate. To view and edit those settings choose Backup>Duplicate from the navigation bar.

• Source lists the drive or folder to duplicate

• Selecting lists the file types to duplicate

• Destination lists the name of the drive or folder to which data will be copied

To change any of the duplicate settings, click Back.

To start the duplicate, click Start Now

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TIP: If the Advanced Mode Duplicate

Summary screen displays, click Switch to Wizard Mode.

To duplicate 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 "Duplicating in Wizard Mode" on page 82 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.

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Switching from Wizard to Advanced Mode

To access 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 duplicate, you can proceed as described in "Duplicating in Advanced Mode" on page 85.

If you have previously set up a duplicate, Retrospect remembers your settings and displays them in the Advanced Mode summary window.

NOTE: All of the Wizard Mode options are

available in Advanced Mode. If you switch from Wizard to Advanced Mode, those options are mapped directly to equivalent options.

Duplicating in Advanced Mode

Duplicating in Advanced Mode provides access some powerful Retrospect options that are not available in Wizard Mode. In Advanced Mode you can:

• Access more built-in selectors

• Create and apply custom selectors

• Preview and select specific files to duplicate

• Choose a duplicate method

• Set many additional options not available in Wizard Mode

To set up an Immediate Duplicate in Advanced Mode, click Backup from the navigation bar, then click the Duplicate button.

If the Duplicate Wizard welcome screen displays, click Switch to Advanced Mode. The Immediate Duplicate summary window displays.

Click the buttons on the summary screen to specify the source, destination, and other backup options.

Choosing the Source Volume

In the Immediate Duplicate summary window, click the Source button to display the Source Selection window.

Select the source volume from which files will be copied and click OK. For details on using the source selection window, see "Working with Volumes" on page 280.

Choosing the Destination

In the Immediate Duplicate summary window, click the Destination button to display the Source Selection window again.

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Select a destination volume and choose a duplicate method from the list box.

Replace Entire Volume replaces the entire contents of the destination volume with the

selected files and folders from the source volume. Identical files already present on the destination are not duplicated.

Replace Corresponding Files copies the selected files and folders to the destination volume. When Retrospect finds a file that exists on both the source and destination, the destination file is always overwritten. Retrospect leaves files untouched if they are identical to files marked for duplication or if the file names and locations do not match those marked.

Replace if Source is Newer copies the selected files and folders to the destination volume. When Retrospect finds a file that exists on both the source and destination, the destination file is overwritten only if the source file is newer. Retrospect leaves files untouched if they are identical to files marked for duplication or if the file names and locations do not match those marked.

Duplicate Missing Files Only, copies only the selected files and folders that don’t already exist on the destination volume. Other files and folders on the destination are left untouched.

When you have selected the volume and set the list box click OK.

Setting Additional Options

After you have specified the source volume to duplicate and the destination volume to which files will be copied, use the Immediate Duplicate summary window to verify your choices and set additional options.

To makes changes, click the appropriate button.

Source lets you change the source volume or folder.

Destination lets you choose a different volume or folder as the destination.

Selecting lets you choose a selector, a kind of filter for selecting files and folders to be duplicated. (Selectors are explained in detail in "Using Selectors" on page 291.) The default selector is “All Files Except Cache Files” which duplicates all files on the source.

Files Chosen scans the source volume and determines which files need to be duplicated by comparing the source files against the files that already exist on the destination. When the scan is complete, Retrospect opens a browser window to display a list of the files on the source volume marked for duplicate. You can use it to mark and unmark individual files and folders to be duplicated.

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Browsers are explained in "Browsing" on page

286. When you close the browser, the summary window displays information about the selected files.

Options displays the basic options window in which you can turn verification on or off and choose whether or not to update the backup report. See "Duplicate Execution Options" on page 239 for more information.

Click the More Choices button to access many more options. See "Execution Options" on page 236 for more information.

Executing the Duplicate

If Retrospect has the information it needs, it says “Ready to Execute” at the top of the Immediate Duplicate summary window. If the information is incomplete, it says “Not Ready to Execute” and you must change one or more parts of the information you gave it.

WARNING: Duplicating may destroy data on

the destination. Be sure it is acceptable to erase or replace files on the destination volume.

Monitoring the Duplicate

The Activity Monitor window shows the progress of the duplicate operation and includes buttons to pause or stop its execution.

When the execution is complete, click the History tab to see performance data for the duplicate operation. 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" on page 231.

Editing the Duplicate Settings

Retrospect automatically remembers the most recent settings you specified for an immediate duplicate. To view and edit those settings choose Backup>Duplicate from the navigation bar.

When you are ready, click Duplicate.

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TIP: If the Wizard Mode duplicate summary

screen displays, click Switch to Wizard Mode.

To duplicate again with the same settings, click Duplicate.

To edit the settings, click the buttons to change the source, destination, file selection criteria, and options. Editing the settings in Advanced Mode is the same as creating them the first time. See "Duplicating in Advanced Mode" on page 85 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 Duplicate

If you want to automate your duplicates 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 duplicates.

From the Immediate Duplicate summary window, click the Schedule button to save the immediate duplicate information and settings as a script. You can then add a schedule to the script to accomplish automatic, unattended duplicate operations.

See "Scheduling Scripts" on page 134.

Switching from Advanced to Wizard Mode

In general, Retrospect recommends editing immediate duplicates 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 duplicate 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 duplicate 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:

• Duplicate Method

• Selectors

• Execution Options

• Manual File Selection

• Execution Unit

Duplicate Method

When choosing the destination in Advanced Mode, Retrospect lets you specify the method by which files are copied. You can choose:

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• Replace Entire Volume

• Replace Corresponding Files

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• Replace if Source is Newer

• Duplicate Missing Files Only

You cannot specify a duplicate method in Wizard Mode; it always uses the Replace Entire Volume method.

For more information on the difference between the duplicate methods, see "Choosing the Destination" on page 85.

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 duplicate.

In these situations, the Wizard Mode Welcome screen displays (Created in Advanced Mode) in the Selecting field.

In addition, if you edit your duplicate settings, a new option appears in the “What type of files do you want to duplicate?” screen.

• 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.

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 duplicate.

WARNING: The Wizard Mode Welcome

screen does not indicate whether the duplicate includes advanced execution options or not. The only way to check is to switch to Advanced Mode and review the Options settings.

Manual File Selection

In Advanced mode, you can click the Files Chosen button and select specific files and folders to duplicate. 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 duplicate operation in Advanced Mode only.

NOTE: The Wizard Mode Welcome screen

does not indicate whether the duplicate specifies an execution unit or not. The only way to check is to switch to Advanced Mode and review the settings.

• Start a new cycle of backups

• Consolidate multiple Backup Sets to a single Backup Set

As with backup operations, transferring Backup Sets by default matches files in the source to files already in the destination and only copies the necessary files. Existing Snapshots and files on the destination remain untouched.

The Transfer Backup Sets function does not have a preview feature. You must rely on selectors instead of picking and choosing files by hand.

To transfer files between Backup Sets, you must have a separate tape or CD/DVD drive for each Backup Set, even if both Backup Sets are on the same type of media. In the case of disk and file Backup Sets the need for separate backup devices does not apply.

TIP: If you do not have separate drives for each

Backup Set, you can first transfer files temporarily to a disk Backup Set and then transfer the disk Backup Set to the final destination Backup Set.

To transfer files between Backup Sets, click Tools>Transfer Backup Sets. The Backup Set Transfer summary window displays.

TRANSFER BACKUP SETS

Retrospect’s Transfer Backup Sets function copies all files and Snapshots from one or more Backup Sets to a single new or existing Backup Set. It can be used to:

• Clone a Backup Set

• Protect against media failure

• Provide for offsite storage

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The basic steps in transferring Backup Sets are:

• Selecting the Source Backup Sets

• Selecting the Destination Backup Set

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• Selecting Files to Transfer

• Setting Additional Options

• Executing the Backup Set Transfer

• Scripting the Backup Set Transfer

Selecting the Source Backup Sets

In the Backup Set Transfer summary window, click Sources to display the Backup Set Selection window.

Select one or more source Backup Sets, and click OK.

Selecting Files to Transfer

By default, Retrospect transfers all files from the source Backup Sets to the destination Backup Set. To transfer a subset of all files, click Selecting in the Backup Set Transfer summary window.

Choose a selector from the list or click More Choices to create a custom selector. Selectors are a kind of filter for selecting files and folders to be transferred. Selectors are explained in detail in "Using Selectors" on page 291.

Click OK when done.

Setting Additional Options

Retrospect includes a number of execution options that are specific to Backup Set Transfers.

Click Options in the Backup Set Transfer summary window to change the default settings for the Copy Snapshots, Media verification, Data compression, Recycle source Backup Set, and other options.

NOTE: Backup Set Transfer copies all

Snapshots and associated files in the source Backup Set(s) to the destination Backup Set. This is different from Snapshot Transfer, which copies only active Snapshots and associated files. See "Transfer Snapshots" on page 92 for more information.

Selecting the Destination Backup Set

In the Backup Set Transfer summary window, click Destination.

Select the destination Backup Set and click OK. If the only Backup Sets listed in the window are already specified as the source, or if you do not want to use any of the Backup Sets in the list as the destination, click Create New to create a new Backup Set. See "Creating Backup Sets" on page 252 for more information.

See "Transfer Execution Options" on page 239 for more information about these options.

Click the More Choices button to access additional execution options. See "Execution Options" on page 236 for more information.

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Executing the Backup Set Transfer

If Retrospect has the information it needs, it says “Ready to Execute” at the top of the Backup Set Transfer summary window. If the information is incomplete, it says “Not Ready to Execute” and you must change one or more parts of the information you gave it.

Scripting the Backup Set Transfer

When a Backup Set Transfer summary window is active, you can click the Schedule button to save the transfer information and settings as a script. You can then use the script to accomplish Backup Set Transfer operations.

See Chapter 5 • Automated Operations.

TRANSFER SNAPSHOTS

Retrospect’s Transfer Snapshots function copies Snapshots and their associated files from one Backup Set to a new or existing Backup Set. It can be used to:

When you are ready, click Transfer. Retrospect performs the transfer operation, displaying its progress in the Activity Monitor window.

Retrospect may ask you to insert media.

When the execution is complete, click the History tab to see performance data for the transfer operation. 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" on page 231.

• Start a new Backup Set with a synthetic full backup

• Create an offsite disaster recovery Backup Set

• Start a new cycle of backups with a full backup

Transfer Snapshots is different from Transfer Backup Sets in a number of ways. Transfer Snapshots:

• Can only have a single Backup Set as the source; Transfer Backup Sets can have multiple sources.

• Transfer only active Snapshots; Transfer Backup Sets transfers all Snapshots.

• Provides different methods for selecting which Snapshots get transferred; Transfer Backup Sets always transfers all Snapshots.

By default, transferring Snapshots matches files in the source to files already in the destination and only copies the necessary files. Existing Snapshots and files on the destination remain untouched.

The Transfer Snapshots function does not have a preview feature. You must rely on selectors instead of picking and choosing files by hand.

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To transfer Snapshots between Backup Sets, you must have a separate tape or CD/DVD drive for each Backup Set, even if both Backup Sets are on the same type of media. In the case of disk and file Backup Sets the need for separate backup devices does not apply.

Synthetic fulls are also useful for creating a Backup Set that contains all its files in one contiguous session. This allows Retrospect to restore entire volumes more quickly, since it does not have to search through multiple sessions to find all the required files.

TIP: If you do not have separate drives for each

Backup Set, you can first transfer Snapshots temporarily to a disk Backup Set and then transfer the disk Backup Set Snapshots to the final destination Backup Set.

Snapshot Transfer and Synthetic Fulls

The Snapshot transfer feature allows you to create what Retrospect calls a “synthetic full” backup. Retrospect creates synthetic fulls when transferring Snapshots to:

• A new Backup Set

• An existing Backup Set when the “Match source Catalog File to destination Catalog File” option is turned off

Synthetic fulls allow you to quickly seed a new Backup Set with only the most recent Snapshots (for example) from an existing Backup Set. This allows you to start a fresh cycle of backups without losing the time-saving benefits of Progressive Backup. Subsequent backups to the new Backup Set will copy only new and changed files.

After the transfer, the destination Backup Set contains the same data it would after a full backup. You get a full backup without having to perform the more time-consuming process of executing a actual full backup.

NOTE: A synthetic full backup is the

equivalent of a full backup done at the time of the most recent Snapshots. It does not include files that are new or changed since the date and time of those Snapshots, nor does it include older versions of files contained in non-current Snapshots.

To transfer Snapshots between Backup Sets, click Tools>Transfer Snapshots. The Backup Set Snapshot Transfer summary window displays.

The basic steps in transferring Snapshots are:

• Selecting the Source Backup Set

• Selecting Snapshots

• Selecting the Destination Backup Set

• Selecting the Files to Transfer

• Setting Additional Options

• Executing the Snapshot Transfer

• Scripting the Snapshot Transfer

Selecting the Source Backup Set

In the Backup Set Snapshot Transfer summary window, click Sources to display the Transfer Snapshots source selection.

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In the source selection window’s top list, select the Backup Set containing the Snapshot(s) you want to transfer. Click the More button if your desired Backup Set is not listed.

TIP: If you want to transfer Snapshots from

more than one Backup Set at one time, use Transfer Backup Sets instead, or create a Transfer Snapshots script. See "Transfer Backup Sets" on page 90 and "Scripted Snapshot Transfer" on page 127.

Retrospect displays a list of the selected Backup Set’s active Snapshots in the window’s bottom list, along with the date and time of the Snapshot and the name of the backed up volume.

on the backup media and can be retrieved when needed.

NOTE: A disk Backup Set with grooming

enabled saves all the Snapshots required by its grooming policy in the Catalog File. For example, if you told Retrospect to save the last 10 backups, then up to ten Snapshots for each volume will be active. In addition, any Snapshots that have been manually locked are also active.

If the Snapshot you want to transfer is not listed, click the Add Snapshot button to display a list of all Snapshots in the Backup Set.

When you select a Snapshot and click Retrieve Retrospect obtains the older Snapshot from the Backup Set media (which may require you to insert media) and adds it to the list in the Transfer Snapshots source window. That Snapshot is now active.

NOTE: The Retrieve button is disabled when

you select a Snapshot that is already available.

Selecting Snapshots

Once you select a source Backup Set, there are a number of ways to select which Snapshots to transfer.

NOTE: The list of Snapshots is only displayed

if you select one of the following options: “Selected Snapshots” or “The most recent Snapshot for each source selected”. Only Backup Sets with a date next to them contain Snapshots.

By default, Retrospect saves the most recent Snapshot for each volume (or subvolume) that was backed up in its Catalog File. These Snapshots are considered active. All Snapshots, including older ones, are saved on the backup media (tape, disk, or CD/DVD). Following each successful backup or archive operation, the old Snapshot is replaced in the Catalog File with the new one. The old Snapshot remains untouched

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• The most recent Snapshot for each source transfers the most recent Snapshot for each volume (or subvolume) in the active Snapshots list.

• The most recent Snapshot for each source selected transfers the most recent Snapshot for each volume (or subvolume) you select in the active Snapshots list. You could manually select the most current Snapshot for each volume to achieve the same effect.

• All active Snapshots for each source transfers all active Snapshots and associated files. To see the list of active Snapshots and their sources, temporarily choose the “Selected Snapshots” option. Make sure to

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choose “All active Snapshots for each source” again before clicking OK. To make an older Snapshot active, click Add Snapshot.

• Selected Snapshots transfers only those Snapshots (and associated files) that you select from the active Snapshots list. Control-click or Shift-click to select multiple Snapshots. To make an older Snapshot active, click Add Snapshot.

“The most recent Snapshot...” options are most useful for Transfer Snapshots scripts (since the list of active Snapshots changes each time you back up), but also have some application for immediate operations.

NOTE: Transfer Snapshots only copies active

Snapshots. To copy all Snapshots, use Transfer Backup Sets. See "Transfer Backup Sets" on page 90 for more information.

When you have made your selections, click OK.

Setting Additional Options

Retrospect includes a number of execution options that are specific to Snapshot transfers.

Click Options in the Backup Set Snapshot Transfer summary window to change the default settings for the Media Verification, Data compression, Recycle source Backup Set, and other options.

Selecting the Destination Backup Set

In the Backup Set Snapshot Transfer summary window, click Destination.

Select the destination Backup Set and click OK. If you do not want to use any of the Backup Sets in the list as the destination, click Create New to create a new Backup Set. See "Creating Backup Sets" on page 252 for more information.

Selecting the Files to Transfer

By default, Retrospect transfers all files from the selected Snapshots to the destination Backup Set. To transfer a subset of all files, click Selecting in the Backup Set Snapshot Transfer summary window.

Click OK when done.

See "Transfer Execution Options" on page 239 for more information about these options.

Click the More Choices button to access additional execution options. See "Execution Options" on page 236 for more information.

Executing the Snapshot Transfer

If Retrospect has the information it needs, it says “Ready to Execute” at the top of the Backup Set Snapshot Transfer summary window. If the information is incomplete, it says “Not Ready to Execute” and you must change one or more parts of the information you gave it.

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When you are ready, click Transfer. Retrospect performs the transfer operation, displaying its progress in the Activity Monitor window.

Retrospect may ask you to insert media.

You can use the “Stay in Retrospect” combo box in Retrospect’s toolbar to determine what Retrospect does when it is finished executing an immediate operation. By default, Retrospect does nothing, but if you want to start an immediate operation and then go home, you can choose to have Retrospect quit when the execution is complete. Unless Proactive Backup is running, or another script is scheduled to run in the application’s look ahead time, Retrospect will quit (or shut down) when done. See "Schedule Preferences" on page 264 for more information on specifying the look ahead time.

This log is described in "Viewing the Operations Log" on page 231.

Scripting the Snapshot Transfer

When a Backup Set Snapshot Transfer summary window is active, you can click the Schedule button to save the transfer information and settings as a script. You can then use the script to accomplish Snapshot Transfer operations.

See Chapter 5 • Automated Operations.

CONTROLLING IMMEDIATE OPERATIONS

Retrospect gives you a number of ways to control an immediate operation while it’s in progress. See Chapter 6 • Controlling Operations for more information.

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...................................

CHAPTER 5

A UTOMATED OPERATIONS

• OVERVIEW OF SCRIPTS

• CREATING SCRIPTS

• SCRIPTED BACKUP

• SCRIPTED DUPLICATE

• SCRIPTED ARCHIVE

• SCRIPTED RESTORE

• SCRIPTED BACKUP SET TRANSFER

• SCRIPTED SNAPSHOT TRANSFER

• SCRIPTED GROOMING

• SCRIPTED VERIFICATION

• SCHEDULING SCRIPTS

• SAVING SCRIPTS

• TESTING SCRIPTS

• EXECUTING SCRIPTS

• CONTROLLING SCRIPTS

• PROACTIVE BACKUP SCRIPTS

You learned how to set up and execute Retrospect’s immediate backup, duplicate, archive, restore, and transfer operations in Chapter 4 • Immediate Operations. This chapter shows you how to automate the process by using scripts, including Retrospect’s unique Proactive Backup scripts.

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OVERVIEW OF SCRIPTS

One of the advantages of Retrospect is its ability to automate repetitive tasks. By creating scripts, you can automate all of the operations described in Chapter 4 • Immediate Operations, namely:

• Backing up

• Duplicating

• Archiving

• Restoring

• Transferring Backup Sets

• Transferring Snapshots

In addition, Proactive Backup allows you to create intelligent scripts that continually reprioritize which computers get backed up next based on criteria you specify. You can also create Groom scripts and Verification scripts to automate these Backup Set management tasks.

Scripts are an important part of developing a backup strategy. For more information on developing an effective backup strategy, see "Backup Strategies" on page 224.

Automated operations include all of the same information as immediate operations: a source, destination, file selection criteria, and other options. Scripts also include a scheduling component that controls when these automated operations are executed.

Retrospect allows you to schedule scripts to run automatically and unattended so you can choose operating times that are most convenient for you and for other users. Scheduling scripted backups ensures data is backed up consistently—all you have to do is make sure the backup computer is turned on and the proper media is in the backup device. When it is time for a script to execute, Retrospect automatically launches and executes the operation. If there are no other scripts scheduled to run in Retrospect’s look ahead time, and you selected “shut down when

done” in the Startup Preferences, Retrospect shuts down when the operation is complete.

Automated Operations covers creating scripts, scheduling scripts, executing scripts, and working with Proactive Backup Scripts. For information on managing and maintaining scripts, see "Maintaining Scripts" on page 261.

CREATING SCRIPTS

There are two ways to create scripts in Retrospect:

• Scheduling an Immediate Operation

• Using the Manage Scripts Command

Using these methods you can create any type of script, including backup, duplicate, archive, restore, and transfer.

NOTE: Proactive Backup Scripts are discussed

separately. See "Proactive Backup Scripts" on page 140 for more information.

Scheduling an Immediate Operation

All the immediate operation summary windows (Backup, Duplicate, Archive, Restore, and Transfer) include a Schedule button that allows you to create a script based on that operation.

NOTE: For backup, duplicate, and restore

operations, you must be in Advanced Mode to access the Schedule button.

To Schedule an Immediate Operation:

1. Click the Schedule button from an immediate operation summary window.

2. Enter a name for the script and click OK.

3. Verify or modify the information in the

script summary window.

4. Click the Schedule button and schedule the script as described in "Scheduling Scripts" on page 134.

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5. When all the information in the script summary window is correct, click the Save icon

in the toolbar.

You can also create backup scripts from the immediate Backup Wizard and duplicate scripts from the immediate Duplicate Wizard. See "Backing Up in Wizard Mode" on page 54 and "Duplicating in Wizard Mode" on page 82 for more information.

Using the Manage Scripts Command

You can use the Manage Scripts command to create a new script or to modify the settings of an existing script.

For more information on how to modify existing scripts, see "Maintaining Scripts" on page

261. For information on creating new scripts, see the following sections:

• Scripted Backup

• Scripted Duplicate

• Scripted Archive

• Scripted Restore

• Scripted Backup Set Transfer

• Scripted Snapshot Transfer

• Scripted Grooming

• Scripted Verification

For information about Restore Database and Restore Mailbox scripts, see Appendix A: SQL Server Agent and Appendix B: Exchange Server Agent.

• Creating a Backup Script in Wizard Mode

• Switching from Wizard to Advanced Mode

• Creating a Backup Script in Advanced Mode

• Switching from Advanced to Wizard Mode

Creating a Backup Script in Wizard Mode

The Backup Wizard provides an easy way to set up and edit scripted backup operations. To start the Backup Wizard, click Automate from the navigation bar, then click the Manage Scripts button. The script editing window displays.

Click the New button to create a new script. The script selection window displays.

SCRIPTED BACKUP

There are two ways to set up a scripted backup using the Manage Scripts command. You can use Retrospect’s Backup Wizard, which walks you through the process of setting up a scripted 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:

Select Backup from the list and click OK. In the script naming window, enter a name and click OK. The Backup Wizard welcome screen displays.

NOTE: If the Advanced Mode Backup Script

summary screen displays, click Switch to Wizard Mode.

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Welcome Screen

If this is the first time you are setting up a scripted 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 "Creating a Backup Script in Advanced Mode" on page 107 for more information.

If you have previously set up a scripted backup, the welcome screen displays your current settings. See "Editing the Backup Script Settings" on page 106 for more information.

Choosing What to Back Up

Click the option button that describes what you want to back up.

• 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 Professional) 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.

Adding Retrospect Clients

To log in Retrospect Clients now, click Add Clients. For more information on installing, configuring, and logging in clients, see Chapter 7 • 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.

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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

Retrospect Retrospect 16.0 User’s Guide

Specifications and Main Features

Frequently Asked Questions

User Manual

G ETTING STARTED

OVERVIEW OF RETROSPECT

Which Edition is Right for You?

Retrospect Add-on Products

REQUIREMENTS

Backup Computer Hardware

Backup Computer Software

Backup Devices

CREATING A RETROSPECT USER ACCOUNT

INSTALLING RETROSPECT

Retrospect Updates

Adding Functionality to Retrospect

USING RETROSPECT

Starting Retrospect

Getting Started Wizard

Leaving Retrospect

The Navigation Bar

The Toolbar

The System Tray Icon

Keyboard Navigation

F UNDAMENTALS

HOW RETROSPECT WORKS

PROGRESSIVE BACKUP

BACKUP SETS AND THEIR COMPONENTS

Tape Backup Sets

CD/DVD Backup Sets

Disk Backup Sets

File Backup Sets

BACKUP ACTIONS

Normal Backups

New Member Backups

Recycle Backups

New Backup Set Backups

CATALOG FILES

SNAPSHOTS

RETROSPECT AND CLIENTS

H ARDWARE

HARDWARE OVERVIEW

COMMUNICATION TECHNOLOGIES

SCSI

iSCSI

Fibre Channel

ATAPI

FireWire

USB/USB 2.0

NT Passthrough

ASPI

SEEING YOUR BACKUP DEVICES

When You Can’t See Your Backup Device

Toolbar Commands for Seeing Devices

CD/DVD DRIVES

Recordable and Rewritable Media

Viewing Disc Status

Toolbar Commands for Discs

Configuring CD/DVD Drives

Choosing the Backup Set Type

Viewing Removable Disk Status

REMOVABLE DISK DRIVES

Preparing Removable Disks for Use

Formatting and Erasing Removable Disks

Toolbar Commands for Removable Disks

HARD DISK DRIVES

Choosing the Backup Set Type

Preparing Hard Disks for Use

Disk Grooming

TAPE DRIVES

Tape Capacity

Compression

Tape Drive Mechanisms

Tape Alert Support

WORM Tape Support

Cleaning Your Tape Drive

Viewing Tape Status

Preparing Tapes for Use

Toolbar Commands for Tape Drives

TAPE LIBRARIES