SonicWALL CDP 6.0 User Manual

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Business Continuity Solutions

BUSINESS CONTINUITY

SonicWALL CDP Series

SonicWALL CDP 6.0

Agent User’s Guide

SonicWALL CDP On-Demand Video:

http://www.demosondemand.com/clients/sonicwall/001/page/demos.asp#productdemos

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SonicWALL CDP

Agent User’s Guide

Version 6.0

SonicWALL, Inc.

2001 Logic Drive San Jose, CA 95124-3452 Phone: +1.408.745.9600 Fax: +1.408.745.9300 E-mail: info@sonicwall.com

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consent of the manufacturer, except in the normal use of the software to make a backup copy. The same proprietary and copyright notices must be affixed to any permitted copies as were affixed to the original. This exception does not allow copies to be made for others, whether or not sold, but all of the material purchased (with all backup copies) can be sold, given, or loaned to another person. Under the law, copying includes translating into another language or format.

Specifications and descriptions subject to change without notice.

Trademarks

SonicWALL is a registered trademark of SonicWALL, Inc. Microsoft Windows 7, Windows Vista, Windows XP, Windows 2000, Windows Server 2008, Windows Server 2003, Microsoft

Exchange Server, SharePoint, SQL Server 2008, SQL Server 2005, Outlook, Outlook Express, Internet Explorer, and Active Directory are trademarks or registered trademarks of Microsoft Corporation.

Adobe, Acrobat, and Acrobat Reader are either registered trademarks or trademarks of Adobe Systems Incorporated in the U.S. and/or other countries.

Other product and company names mentioned herein may be trademarks and/or registered trademarks of their respective companies and are the sole property of their respective manufacturers.

SonicWALL GPL Source Code

GNU General Public License (GPL)

SonicWALL will provide a machine-readable copy of the GPL open source on a CD. To obtain a complete machine-readable copy, please send your written request, along with a certified check or money order in the amount of US $25.00 payable to "SonicWALL, Inc." to:

General Public License Source Code Request  SonicWALL, Inc. Attn: Jennifer Anderson 2001 Logic Drive San Jose, CA 95124-3452

Limited Warranty

SonicWALL, Inc. warrants that commencing from the delivery date to Customer (but in any case commencing not more than ninety (90) days after the original shipment by SonicWALL), and continuing for a period of twelve (12) months, that the product will be free from defects in materials and workmanship under normal use. This Limited Warranty is not transferable and applies only to the original end user of the product. SonicWALL and its suppliers' entire liability and Customer's sole and exclusive remedy under this limited warranty will be shipment of a replacement product. At SonicWALL's discretion the replacement product may be of equal or greater functionality and may be of either new or like-new quality. SonicWALL's obligations under this warranty are contingent upon the return of the defective product according to the terms of SonicWALL's then-current Support Services policies.

This warranty does not apply if the product has been subjected to abnormal electrical stress, damaged by accident, abuse, misuse or misapplication, or has been modified without the written permission of SonicWALL.

DISCLAIMER OF WARRANTY. EXCEPT AS SPECIFIED IN THIS WARRANTY, ALL EXPRESS OR IMPLIED CONDITIONS, REPRESENTATIONS, AND WARRANTIES INCLUDING, WITHOUT LIMITATION, ANY IMPLIED WARRANTY OR CONDITION OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, NONINFRINGEMENT, SATISFACTORY QUALITY OR ARISING FROM A COURSE OF DEALING, LAW, USAGE, OR TRADE PRACTICE, ARE HEREBY EXCLUDED TO THE MAXIMUM EXTENT ALLOWED BY APPLICABLE LAW. TO THE EXTENT AN IMPLIED WARRANTY CANNOT BE EXCLUDED, SUCH WARRANTY IS LIMITED IN DURATION TO THE WARRANTY PERIOD. BECAUSE SOME STATES OR JURISDICTIONS DO NOT ALLOW LIMITATIONS ON HOW LONG AN IMPLIED WARRANTY LASTS, THE ABOVE LIMITATION MAY NOT APPLY TO YOU. THIS WARRANTY GIVES YOU SPECIFIC LEGAL RIGHTS, AND YOU MAY ALSO HAVE OTHER RIGHTS WHICH VARY FROM JURISDICTION TO JURISDICTION. This disclaimer and exclusion shall apply even if the express warranty set forth above fails of its essential purpose.

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DISCLAIMER OF LIABILITY. SONICWALL'S SOLE LIABILITY IS THE SHIPMENT OF A REPLACEMENT PRODUCT AS DESCRIBED IN THE ABOVE LIMITED WARRANTY. IN NO EVENT SHALL SONICWALL OR ITS SUPPLIERS BE LIABLE FOR ANY DAMAGES WHATSOEVER, INCLUDING, WITHOUT LIMITATION, DAMAGES FOR LOSS OF PROFITS, BUSINESS INTERRUPTION, LOSS OF INFORMATION, OR OTHER PECUNIARY LOSS ARISING OUT OF THE USE OR INABILITY TO USE THE PRODUCT, OR FOR SPECIAL, INDIRECT, CONSEQUENTIAL, INCIDENTAL, OR PUNITIVE DAMAGES HOWEVER CAUSED AND REGARDLESS OF THE THEORY OF LIABILITY ARISING OUT OF THE USE OF OR INABILITY TO USE HARDWARE OR SOFTWARE EVEN IF SONICWALL OR ITS SUPPLIERS HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. In no event shall SonicWALL or its suppliers' liability to Customer, whether in contract, tort (including negligence), or otherwise, exceed the price paid by Customer. The foregoing limitations shall apply even if the above-stated warranty fails of its essential purpose. BECAUSE SOME STATES OR JURISDICTIONS DO NOT ALLOW LIMITATION OR EXCLUSION OF CONSEQUENTIAL OR INCIDENTAL DAMAGES, THE ABOVE LIMITATION MAY NOT APPLY TO YOU.

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Overview of the SonicWALL CDP Agent. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

About Data De-Duplication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

About FileSets. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

About Backup Policies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

About Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

About Offsite Backup. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

About Scheduling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

About Application Backup and Restore . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Example: Creating a Backup Policy. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Installing the SonicWALL CDP Agent Software. . . . . . . . . . . . . . . . . . . . . . . . . 14

Configuration Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Downloading the Latest SonicWALL CDP Agent Software . . . . . . . . . . . . . 15

SonicWALL CDP Agent Installation on Windows . . . . . . . . . . . . . . . . . . . . 17

SonicWALL CDP Agent Installation on Mac OS . . . . . . . . . . . . . . . . . . . . . 20

SonicWALL CDP Agent Installation on Linux . . . . . . . . . . . . . . . . . . . . . . . 21

Initializing the SonicWALL CDP Agent . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Launching the SonicWALL CDP Agent . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Troubleshooting the SonicWALL CDP Agent Operation . . . . . . . . . . . . . . . 24

Agent User Interface Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Tab Selection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

View Panel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Using the Status Interface. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Current Agent Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Changing Appliances . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Using the Administrator File Browser . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Viewing the Status Events Panel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Managing Backups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Viewing Backup Details. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Searching for Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Removing Backed Up Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

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Configuring Client Backup Policies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .37

Adding a Files and Folders Object . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .38

Adding a Client Application Object . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .41

Editing the Default CDP Files and Folders Object . . . . . . . . . . . . . . . . . . . . .42

Configuring Schedule Objects. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .45

Configuring a Backup Task for Client Data . . . . . . . . . . . . . . . . . . . . . . . . . .51

Removing Backup Tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .53

Restoring Backed Up Client Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .54

Restoring Files and Folders. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .54

Restoring a Client Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .56

Backing Up Server Applications. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .57

Creating Schedules for Application Backups . . . . . . . . . . . . . . . . . . . . . . . . .57

Microsoft Exchange Prerequisites. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .59

Backing Up Exchange 2010 User Mailboxes . . . . . . . . . . . . . . . . . . . . . . . . .62

Backing Up Exchange 2010 InfoStore . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .70

Backing Up Exchange 2007/2003 User Mailboxes . . . . . . . . . . . . . . . . . . . .76

Backing Up Exchange 2007/2003 Storage Groups . . . . . . . . . . . . . . . . . . . .81

Backing Up SharePoint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .86

Backing up System State and Active Directory . . . . . . . . . . . . . . . . . . . . . . .90

Backing up Microsoft SQL Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .95

Restoring Server Applications. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .101

Restoring Data from Exchange 2010. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .101

Restoring Data from Exchange 2007/2003 . . . . . . . . . . . . . . . . . . . . . . . . . .107

Restoring SharePoint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .114

Restoring System State and Active Directory . . . . . . . . . . . . . . . . . . . . . . .116

Restoring Data from Microsoft SQL Server . . . . . . . . . . . . . . . . . . . . . . . . .121

Using Online Help. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .126

Viewing the Online Agent User Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . .127

Accessing Technical Support Information . . . . . . . . . . . . . . . . . . . . . . . . . .128

Viewing Information About the SonicWALL CDP Agent . . . . . . . . . . . . . .129

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SonicWALL CDP Agent User Guide

This User’s Guide provides installation procedures and configuration guidelines for deploying the SonicWALL Continuous Data Protection (CDP) Agent. The SonicWALL CDP Agent provides a software interface for backing up files, folders, and application dat a to a SonicW ALL CDP appliance.

The SonicWALL CDP appliance backs up data from the agent computer, saving it first locally and then, if configured, to a secure offsite location*. By combining the advantages of local disk-based backup (fast recovery) with offsite backup, the SonicWALL CDP appliance helps protect your network from threats of data loss.

*Offsite backup is offered as a subscription-based service. This guide contains the following sections:

• “Overview of the SonicWALL CDP Agent” section on page 2

• “Installing the SonicWALL CDP Agent Software” section on page 14

• “Initializing the SonicWALL CDP Agent” section on page 22

• “Agent User Interface Overview” section on page 25

• “Using the Status Interface” section on page 27

• “Managing Backups” section on page 34

• “Configuring Client Backup Policies” section on page 37

• “Restoring Backed Up Client Data” section on page 54

• “Backing Up Server Applications” section on page 57

• “Restoring Server Applications” section on page 101

• “Using Online Help” section on page 126

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Overview of the SonicWALL CDP Agent

The SonicWALL CDP 6.0 Agent introduces a new user interface that is closely aligned with the new Web-based management interface for the SonicWALL CDP appliance. The Agent User Interface looks and operates the same on supported Windows, Mac, and Linux clients.

The Agent service is also faster, smarter, and more efficient than previous versions. Initial backup of one million files (of size 1 KB each) takes just a little over 6 hours, and subsequent revisions copy only the modified data blocks, keeping track of all changes internally. This method uses less bandwidth, takes less time, and uses less disk space than earlier versions of SonicWALL CDP.

See the following sections for an overview of various functionality in SonicWALL CDP:

• “About Data De-Duplication” on page 2

• “About FileSets” on page 3

• “About Backup Policies” on page 3

• “About Rules” on page 4

• “About Offsite Backup” on page 5

• “About Scheduling” on page 6

• “About Application Backup and Restore” on page 9

• “Example: Creating a Backup Policy” on page 9

About Data De-Duplication

Data de-duplication technology is used on the agent during backups of revisions for both applications and files/folders. This allows all new data to be backed up, while existing data is not rewritten to the appliance. Metadata keeps track of where t he changes occur , and is always included with revisions.

Figure 1 shows a graphical representation of the data de-duplication process.

Figure 1 Data De-Duplication

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About FileSets

When backing up data, SonicWALL CDP is aware of interdependencies among multiple, related files, called FileSets. Both application backup and backup of files and folders use the concept of FileSets to include all relevant data in backups, so that recovery can provide everything needed for full and seamless operation.

On Windows agents, Microsoft V olume Shadow Copy Service (VSS) is used du ring backup s to take a snapshot of all relevant data, providing a cohesive set of files at a certain point in time. Using the VSS method also eliminates the need to stop services in order to keep files in sync while performing a backup.

About Backup Policies

Data backup in SonicWALL CDP is accomplished via policies. Policies control the backup activities performed by SonicWALL CDP.

Figure 2 illustrates a policy for a files and folders backup.

Figure 2 Policy Contents

Overview of the SonicWALL CDP Agent

Each backup policy contains one or more backup tasks. Each backup task consists of two components:

• An Application object or a Files and Folders object that defines what to include in the

backup

• A Schedule object that defines when the backups will occur

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Overview of the SonicWALL CDP Agent

Figure 3 illustrates the steps for creating a policy.

Figure 3 Creating a Policy

Backup policies are defined both at the administrative level in the Web Management Interface and at the local agent level using the Agent User Interface. Policies can be very granular , even allowing you to create multiple backup tasks in one Files and Folders object, if desired. Such an object can contain more than one folder. You can also define the number of revisions to keep when configuring the backup policy.

About Rules

A legacy style CDP policy is defined by default at the administrative level and is inherited by agents connected to the SonicWALL CDP appliance. At the agent level, you can edit this default policy to add files and folders for backup to the CDP object, but you cannot create a new CDP object. A CDP object differs from a Files and Folders or Application object in that the defined files and folders are backed up as separate entities, not as FileSets. CDP policies use Interval scheduling, which back up changed data continuously or at a set interval, rather than Event scheduling in which you can set dates for backups to occur. The default CDP policy accommodates policies from previous versions of SonicWALL CDP after upgrading.

The rules within Files and Folders objects are flexible, providing the ability to include or exclude files or folders at any level. Rules are defined at both the administrative level and the agent level, with administrative rules taking precedence over local rules. CDP type objects also provide similar rule functionality. Application objects do not use rules in the same format, but allow you to select the application components to back up, such as individual user mailboxes or system state files.

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Overview of the SonicWALL CDP Agent

Figure 4 illustrates the order in which rules are applied when determining what to back up.

Figure 4 Admin vs Agent Rule Precedence

Within the constraints of administrative rule precedence, rules operate as follows:

• Rules from current folder override inherited rules from parent folder

• Rules in higher position take precedence; rule order can be adjusted in the Agent User

Interface

• Rules can include or exclude sub-folders

Figure 5 illustrates rule operation and precedence.

Figure 5 Rule Operational Precedence

About Offsite Backup

The SonicWALL CDP Offsite Data Backup Service is an optional offsite backup and recovery solution that stores data in a secure data center, and can be purchased for an additional fee.

The Offsite subscription-based service is configured by the administrator on the System > Settings page of the Web Management Interface. Offsite backup can be selected durin g policy configuration. This allows you to copy your backups to either the SonicWALL Offsite Portal, or to another, offsite, SonicWALL CDP appliance for safekeeping in the event that your local

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Overview of the SonicWALL CDP Agent

appliance becomes unusable. The SonicWALL Offsite Portal provides load balancing, redundancy, and an efficient file system structure for optimal access to and protection of your data.

The SonicWALL CDP Offsite Data Backup provides different services, ranging from 5 to 100 GB of quota. You need to make sure that the total size of all of your backups does not exceed quota limit. If quota is exceeded the consequent backup will fail, the Quota Exceeded Error message will be displayed, and the status for the last backup will changes to Quota Exceeded. You will receive an E-mail notification informing you of the failed backup attempt. You can free up your storage space by removing some of the old backups or you can purchase additional quota.

For more information, see the SonicWALL CDP Offsite Data Backup Service data sheet at: <http://www.sonicwall.com/downloads/DS_CDP_Offsite_US_060507.pdf>

About Scheduling

Backups are scheduled using a very flexible interface for schedule configuration. You can schedule backups to occur at any interval down to the minute or up to months apart. Custom, specific dates can be configured.

There are two types of scheduling:

• Event – Uses fixed time points, such as Mondays at 5 PM or midnight every evening. Used

for Fileset or Application backup tasks.

• Interval – Uses Always On or always on during a specific start and end time, such as

Sundays from 4 PM to 8 PM. Used for CDP type backup tasks. Interval scheduling is used for the default CDP type policy on an agent. Because the Agent

User Interface does not provide a way to create a new CDP type backup task, you would not have another opportunity to use interval scheduling.

When creating a backup task in the Web Management Interface, the type of Schedule object available for selection depends on whether you have selected CDP, Fileset, or Client Application in the Select Data Type field of the Add Backup Task configuration window.

The scheduling interface provides four tabs for different scheduling options:

• Day Interval

• Days of the Week

• Days of the Month

• Specific Dates

Each tab provides configuration fields and a calendar that displays the selected dates with a darker background, so that you can easily verify your configuration.

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Figure 6 illustrates the Day Interval tab.

Figure 6 Day Interval Scheduling

Overview of the SonicWALL CDP Agent

Figure 7 illustrates the Days of the Week tab.

Figure 7 Days of the Week Scheduling

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Overview of the SonicWALL CDP Agent

Figure 8 illustrates the Days of the Month tab.

Figure 8 Days of the Month Scheduling

Figure 9 illustrates the Specific Dates tab.

Figure 9 Specific Dates Scheduling

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The same data can be scheduled for backup with multiple policies using different schedules, allowing you to maintain near-continuous revisions along with daily , weekly, monthly, or custom scheduled versions. The number of revisions to keep is controlled by the settings in each policy .

About Application Backup and Restore

Client applications such as Outlook and Outlook Express are supported for backup and restore, as well as a number of server applications. Supported server applications include Microsoft Exchange, SQL Server, Sharepoint, and Active Directory. Active Directory is backed up and restored as an element of System State, to ensure that all re levant system files are included for a consistent environment.

When configuring an Application object as part of a backup policy , available applications on the agent are automatically discovered by SonicWALL CDP, and their friendly names are presented for selection in a drop-down list. Figure 10 illustrates these application features.

Figure 10 Adding an Application

Overview of the SonicWALL CDP Agent

When restoring an application, SonicWALL CDP automatically uses the proper restore method for the application type. For example, restore on reboot for Active Directory, or stop/restore/start for SQL Server. Restoring is interactive and walks you through the process.

Example: Creating a Backup Policy

Let’s say that the Finance Department at SonicWALL needs to backu p its data on three dif ferent schedules.

Data to back up:

• Administrator requires all users to back up data in the C:\A123 folder

• Users also need to back up all their SQL queries

Schedules:

• Every three days, once an hour during business hours

• Every Sunday for weekly backups

• On the 1st & 15th of each month for regulatory purposes

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Overview of the SonicWALL CDP Agent

What is the best solution? First, edit the inherited administrator policy to add files for backup. The Files and Folders object

includes the folder required by the administrator, and users can add more files and folders for backup and create rules to include or exclude certain files or file types.

Figure 11 illustrates the modifications to the Files and Folders object.

Figure 11 Selecting Folders for Backup

Next, the schedule is defined on multiple tabs to accommodate the scheduling requirements.

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Figure 12 illustrates the schedule configuration.

Figure 12 Configuring the Schedule

Overview of the SonicWALL CDP Agent

Next, create a backup task which includes the Files and Folders object and the Schedule object.

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Overview of the SonicWALL CDP Agent

Figure 13 illustrates the backup task.

Figure 13 Creating the Backup Task

For the SQL backups, create an Application object to select the SQL databases to back up.

Figure 14 illustrates the SQL Server Application object creation.

Figure 14 Creating an SQL Server Application Object

Finally, create a backup task for the SQL Server backup, using the SQL Server Application object and an appropriate Schedule object.

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Overview of the SonicWALL CDP Agent

Figure 15 illustrates the creation of the SQL Server backup task.

Figure 15 Creating an SQL Server Backup Task

This completes the configuration needed to accomplish the required backups for the Finance Department.

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Installing the SonicWALL CDP Agent Software

This section describes installation of the SonicWALL CDP Agent Software for Windows, Mac OS, and Linux systems. See the following subsections:

–

“Configuration Information” section on page 14

–

“Downloading the Latest SonicWALL CDP Agent Software” section on page 15

–

“SonicWALL CDP Agent Installation on Windows” section on page 17

–

“SonicWALL CDP Agent Installation on Mac OS” section on page 20

–

“SonicWALL CDP Agent Installation on Linux” section on page 21

Configuration Information

Have your network administrator supply you with the following information needed for SonicWALL CDP Agent setup:

Server Name:

Password:

CDP IP Address:

The name of the SonicWALL CDP appliance you are connecting to.

The password for your SonicWALL CDP appliance (if applicable).

The static IP address for your  SonicWALL CDP appliance.

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Installing the SonicWALL CDP Agent Software

Downloading the Latest SonicWALL CDP Agent Software

Perform the following steps to download the SonicWALL CDP Agent software on your computer:

Step 1 Open a Web browser on the computer you are using as the agent and navigate to

http://www.mysonicwall.com.

Step 2 Enter the Username/Email and Password in the appropriate fields. Select Download Center

in the drop-down menu located below the password field.

Step 3 Click the Submit button.

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Installing the SonicWALL CDP Agent Software

Step 4 In the Software Type drop-down menu, located in the Download Center, select the CDP

Software that corresponds to your SonicWALL CDP appliance. A list of available software

appears.

Step 5 Select the CDP Agent Software you want to download.

For Windows, download one of the following installers (where the x’s represent version numbers):

• CDPSetup.x64-6.0.x.xx.exe – For 64 bit Windows operating systems

• CDPSetup.x86-6.0.x.xx.exe – For 32 bit Windows operating systems

For Mac OS, download the following installer (where the x’s represent version numbers):

• CDPAgentTool_6.0.0.xx.dmg

For Linux, download the following installer (where the x’s represent version numbers):

• CDPAgentTool_6.0.0.xx.tar.gz

Step 6 Confirm the CDP Software download. The latest CDP Software is now saved on your computer .

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Installing the SonicWALL CDP Agent Software

SonicWALL CDP Agent Installation on Windows

This section describes the requirements and installation steps for Windows computers.

Installation Prerequisites for Windows

In order to install the SonicWALL CDP Agent, you must have:

• A computer which meets or exceeds the following requirements:

• Pentium III 450 MHZ Processor

• 256 MB of RAM

• 40 MB of free disk space

• Windows 7, Vista, XP, or Windows Server 2003, or 2008

• Administrator privileges on the computer you are installing to

• All applications closed before installing

Installing the SonicWALL CDP Windows Agent

Perform the following steps to install the SonicWALL CDP Agent on your Windows computer:

Step 1 Navigate to the folder where your software was downloaded and double-click the setup file to

begin the installation process.

Note If you are running Windows XP SP2 or use a third-party firewall, you may receive a warning

during installation of the SonicWALL CDP software. Select the option to install SonicWALL CDP.

Step 2 Select your preferred language and click Next.

Note If you wish to change your language in the future, you will need to uninstall and re-install the

software.

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Installing the SonicWALL CDP Agent Software

Step 3 Select the I accept the terms of the license agreement option and click the Next button.

Step 4 Select one of the Setup options available:

• Typical: Installs the most common program features. Recommended for most users,

unless you want to use the Local Archive feature. See the SonicWALL CDP 6.0 Administrator’s Guide for more information about Local Archiving.

• Custom: Allows users to select which program features are installed and where they are

installed. Typically recommended for advanced users.

• Complete: All program features are installed, including the Local Archive Manager. This

setup choice requires more disk space.

Step 5 Click Next to proceed.

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Installing the SonicWALL CDP Agent Software

Step 6 Click Install to install the software.

Step 7 Once the software installation is complete, click the Finish button.

You have successfully installed the SonicWALL CDP Agent.

Uninstalling the SonicWALL CDP Windows Agent

To uninstall the SonicWALL CDP Agent from your Windows computer, perform the following steps:

Step 1 Open the Control Panel and double-click Add or Remove Programs. Step 2 Select SonicWALL Continuous Data Protection.

This will remove both SonicWALL Continuous Data Protection and SonicWALL CDPAgentTool.

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Installing the SonicWALL CDP Agent Software

SonicWALL CDP Agent Installation on Mac OS

This section describes the requirements and installation steps for Mac OS computers.

Supported Platforms

The CDP Mac OS X Agent User Interface is supported on the following operating systems:

• Apple Mac OS X 10.5.x Leopard

• Apple Mac OS X 10.6.x Snow Leopard

• Apple Mac OS X Server Snow Leopard

• Apple Mac OS X Server 10.5

System Requirements

The Mac running the CDP Mac OS X Agent User Interface has the following minimum system requirements:

• 1 GHz Pentium 4 processor or faster

• 512 MB RAM

• Minimum 20 MB hard disk space

• 1024 x 768 video display, High Color 16-bit

Installing the SonicWALL CDP Mac OS Agent

Perform the following steps to install the SonicWALL CDP Agent on your Mac OS computer:

Step 1 Login as as a user with admin privileges. Step 2 Copy the SonicWALL CDPAgentTool_6.0.0.xx.dmg installer to a location on the Mac OS

computer.

Step 3 InvokeCDPAgentTool_6.0.0.xx.dmg from “Finder” to create CDPMac/Agent_x.x.x.x.pkg,

where x.x.x.x represents the installer version.

Step 4 Double click the CDPMac/Agent_x.x.x.x.pkg icon to start the SonicWALL CDP Agent User

Interface Installer.

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Installing the SonicWALL CDP Agent Software

Step 5 Click the Install button to begin installation of the SonicWALL CDP Agent User Interface.

Step 6 When prompted, enter the Admin password to continue the installation. The Agent User

Interface will notify you when the software has successfully been installed.

SonicWALL CDP Agent Installation on Linux

This section describes the requirements and installation steps for Linux computers.

Supported Linux Distributions

The SonicWALL CDP Linux Agent is supported on the following Linux distributions:

• Fedora 6, 10, 13 (x32)

• Red Hat Enterprise Linux 5.2 (x32)

• Suse 11.1 (x32)

• Debian 4.0 (x32)

• Ubuntu 9.04 (x32)

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Initializing the SonicWALL CDP Agent

Installing the SonicWALL CDP Linux Agent

The Linux Agent can be installed or uninstalled only by the root user. The compressed tar file, CDPAgentTool_6.0.0.xx.tar.gz, is used for installation.

Perform the following steps to install the Linux Agent on your Linux computer:

Step 1 Login as root. Step 2 Copy the compressed tar file to a location on the Linux computer. Step 3 Unzip the file with the command:

tar –zxvf CDPAgentTool_6.0.0.xx.tar.gz

This command creates the CDPAgentTool folder containing the files: cdpinstall.sh and cdpagent.tar.gz.

Step 4 Change directory to the CDPAgentTool folder. Step 5 Run the install script with the command:

./cdpinstall.sh –i –access=all

This command installs both the Linux Agent service and Linux Agent User Interface. The installation process creates a Desktop shortcut that can be double-clicked to launch the

Agent. You can also start the Agent by typing cdpagentool on the Linux command line. The following messages are displayed:

Installing CDP Agent BackupService... Starting CDP Agent Daemon process. CDP Agent BackupService is installed. Installing CDP Agent Console... CDP Agent Console is installed.

Step 6 Verify that the Linux Agent service is running with the command:

ps auxwww | grep cdpagentservice

The output should be similar to the following:

root 7044 0.1 0.4 17404 1744 ? Ssl 11:05 0:00 /usr/bin/cdp/cdpagentservice –d /usr/bin/cdp/watchdog/cdpagentservice.pid -r /etc/cdp/cdpagent.conf root 7195 0.0 0.1 3884 668 pts/1 R+ 11:05 0:00 grep cdpagentservice

Initializing the SonicWALL CDP Agent

The following section provides instructions for launching the SonicWALL CDP Agent and connecting to a SonicWALL CDP appliance. This section contains the following subsections:

–

“Launching the SonicWALL CDP Agent” section on page 23

–

“Troubleshooting the SonicWALL CDP Agent Operation” section on page 24

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Launching the SonicWALL CDP Agent

Perform the following steps to login to your SonicWALL CDP Agent for the first time.

Step 1 Launch the SonicWALL CDP Agent Software by double-clicking the shortcut placed on your

computer desktop during the installation process. Windows, Mac, and Linux systems all have a shortcut for launching the Agent.

On Windows, you can also launch the Agent from the Windows Start Menu: Programs >

SonicWALL > SonicWALL Continuous Data Protection > SonicWALL Agent User Interface.

On Linux, you can also start the Agent by typing cdpagentool on the Linux command line.

Note If you are running Windows XP SP2 or use a third-party firewall, you may receive a warning

during initial launch of the SonicWALL CDP software. For more information on configuring your firewall to work with SonicWALL CDP, contact your network administrator.

Initializing the SonicWALL CDP Agent

Step 2 Double-click the desired SonicWALL CDP Appliance in the Available Appliances list. If you

are unsure which CDP appliance to connect to, contact your network administrator before continuing.

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Initializing the SonicWALL CDP Agent

Troubleshooting the SonicWALL CDP Agent Operation

If your SonicWALL CDP Agent User Interface does not start, verify the following:

1. Verify that the software was installed by a user with administrative rights.

2. Verify that the operating system has been upgraded to the latest released service pack.

3. On a Windows Server agent, use the Task Manager to verify that another administrator has

not already launched the Agent software.

4. Add exceptions for the following .exe files for your personal firewall:

• CDPAgentservice.exe

• CDPAutoUpdate.exe

5. Verify that there is no other content filtering or personal firewall software running.

6. Verify the Data Execution Prevention (DEP) configuration on Windows Server 2003: a. Under Windows Services, stop the CDPAgentService.exe service. b. Right click My Computer and select Properties, then select the Advanced tab, c. Under Performance, click Settings. d. Select the DEP tab. e. Add CDPAgentService.exe and CDPAutoUpdate.exe to the list.

f. Click Apply.

g. Start the Agent Service again.

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Agent User Interface Overview

The Agent User Interface provides users with selection tabs and a view panel.

Agent User Interface Overview

Tab Selection

The Tab Selection allows users to navigate the Agent User Interface. Four selectable tabs are available:

Tab Description Status Displays the connected SonicWALL CDP appliance IP address, the agent

My Backups Displays all backed up data, including backups created using the CDP,

name and state, quota information including file count, size, size on disk, quota remaining, and the name of the current backup policy that is defined for agents on the connected SonicWALL CDP appliance. Recent t asks are displayed in right pane with task name, start time, duration, and status.

FileSets, and Applications backup methods. It also provides the ability to enable or disable backups, refresh the display, search by all or part of the file name, restore data, remove items, and remove old file versions.

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Agent User Interface Overview

View Panel

Tab Description Policies Allows the user to configure Files and Folder objects, Application objects,

Schedule objects, and Backup Task objects. Also allows the user to view a summary of backup tasks.

Help Provides links to online help, the SonicWALL knowledge base, the Agent

log file, and Agent version information.

The View Panel is located directly below the Tab Selection. The panel refreshes when a tab is selected.

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Using the Status Interface

The Status tab allows you to view current agent information, change appliances, log into the Administrator File Browser, and view details about recent backups.

This section contains the following subsections:

• “Current Agent Information” section on page 28

• “Changing Appliances” section on page 29

• “Using the Administrator File Browser” section on page 30

• “Viewing the Status Events Panel” section on page 33

To view the Status window, click the Status tab at the top of the Agent User Interface.

Figure 16 provides an image of the Status window, which displays recent Backup Events and

FileSet and Application Events.

Figure 16 Status View

Using the Status Int e rfa c e

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Using the Status Interface

Current Agent Information

The Agent Information panel displays details about the current agent and about its backups. It also displays the name of the SonicWALL CDP appliance to which the agent is currently connected.

Descriptions of the items in the Agent Information panel are provided below:

Field Desc ription Appliance Displays the IP address of the SonicWALL CDP appliance that the agent

is currently accessing.

Agent Displays the name of the current agent machine. Agent State Displays the current state of the agent. File Count Displays the number of files backed up on this agent. Size Displays the total file size the agent has backed up.

Size on Disk Displays the total file size on disk that is dedicated to the agent’s files. Quota Displays the allotted quota that the agent can use for backups. Policy Name Displays the name of the administrative policy the agent is using. A single

administrative policy can apply to an agent at a time. This policy is defined by the administrator while logged into the SonicWALL CDP appliance, using the Web Management Interface.

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Two buttons are located at the bottom of the Agent Information panel:

• Change Appliance: Allows the user to connect to a different SonicWALL CDP

appliance. For information about using this feature, see “Changing Appliances” on page 29.

• Login to Administrator File Browser: Allows the administrator to log into the

SonicWALL CDP appliance using the Agent User Interface, to manage or restore backed up files for all associated agents. See “Using the Administrator File Browser” on page 30.

Changing Appliances

Y ou can connect to different SonicW ALL CDP appliances while using the Agent User Interface. To connect the SonicWALL CDP Agent User Interface to a different CDP appliance:

Step 1 Click the Change Appliance button located below the Agent Information in the Status screen.

Using the Status Int e rfa c e

The Available Appliances window opens, displaying the IP addresses and descriptions of available appliances on the network.

Step 2 To refresh the list of appliances, click the Refresh button.

Step 3 To manually enter the IP address of an appliance that is not displayed, click the Manual

Connect button and then type in the IP address or name of the desired appliance and click OK in the dialog box.

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Using the Status Interface

Step 4 To connect to a displayed appliance, either double-click the appliance IP address or select it

and click the Connect button.

The Agent Information panel displays the new appliance information.

Using the Administrator File Browser

The Agent software allows Administrators to log into the Agent User Interface to manage and configure agent backups. You can access any appliance, and then view, manage, or restore any files backed up by any agent that is associated with that appliance, when logged in as an administrator in the Agent User Interface.

To use the Administrator File Browser in the Agent User Interface:

Step 1 Click on the Login to Administrator File Browser button located at the bottom of the agent

informaton panel.

Step 2 In the login dialog box, type the IP address of the desired appliance into the Appliance IP field.

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Using the Status Int e rfa c e

Step 3 Type in the p assword for the admin account, and click Login. The Agent User Interface displays

the starting screen for the appliance.

Step 4 Click the arrow for either Appliance or Offsite to expand the display to include all associated

agents, then click any agent to expand the display further. You can view details about agents that are associated with the appliance.

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Using the Status Interface

You can also view specific backups.

The bottom of the window provides controls for your use.

Step 5 On the left, the meanings of the icons are defined. At the right, the following controls are

available, from left to right:

• Refresh – refreshes the window contents

• Restore – restores the selected item

• Remove Items – removes the selected items

• Remove Deleted Items – removes items that are no longer on the agent machine

• Logoff from Administrator File Browser – logs off

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Viewing the Status Events Panel

The main St atus p anel displays information about the recent backup t asks for the agent. There are two sections: Backup Events and FileSet and Application Events.

Using the Status Int e rfa c e

Descriptions of the fields on the Status page are provided below:

Field Description Task Displays the name of the Backup Task. Name Displays the names of files that are backed up as part of the task. Start Time Displays the start time of each file backup. Duration Displays the amount of time required to back up each file. Finish Time In the FileSet and Application Events section, displays the time that each

backup task finished, for each revision that was executed.

Status In the Backup Events section, displays the status of each file backup. In

the FileSet and Application Events section, displays the status of each backup task, for each revision.

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Managing Backups

The My Backups tab displays information about recent backups that have been executed by the SonicWALL CDP Agent. You can view the backups at various levels of detail, search for files, remove backed up files, and restore files from this page. Figure 17 shows the initial view of the My Backups tab.

Figure 17 My Backups View

This section contains the following subsections:

• “Viewing Backup Details” on page 35

• “Searching for Files” on page 35

• “Removing Backed Up Files” on page 37

For information about restoring client data, see the “Restoring Backed Up Client Data” section

on page 54.

For information about restoring server applications, see the “Restoring Server Applications”

section on page 101.

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Viewing Backup Details

Y ou can click the arrow next to any of the three backup types to exp and the level of detail shown on the My Backups page. For example, Figure 18 shows the page after expanding the CDP selection several times until the actual file names are displayed.

Figure 18 My Backups Expanded

Managing Backups

A key or legend for the icons next to each file or folder is provided in the lower left area of the window. There are Common Folder, File, Disabled Folder, and Disabled File icons.

To return to a view with fewer details, click the tab for the level you want to display.

You can refresh the page by clicking the Refresh icon at the lower right.

Searching for Files

You can use the Search function on the My Backups page to search for backed up files stored on the SonicWALL CDP appliance.

To use the Search function:

Step 1 On the My Backups page, click the Search icon in the lower right corner.

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Managing Backups

Step 2 A Search dialog is displayed in the left pane. In the All or part of the file name field, type in

Step 3 To specify a folder to search in, enter the folder name in the Look in field.

the file name or partial file name for which to search.

Step 4 To search by file size range, type numbers for the minimum size and maximum size in bytes

under the What size is it? (Bytes) header.

Step 5 To search within a range of revisions, specify the number of the minimum revision and the

maximum revision under the What revision is it? header.

Step 6 Click the Search button to start your search. The results are displayed in the right pane.

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Removing Backed Up Files

The My Backups page provides three ways to remove files stored on the SonicWALL CDP appliance:

• The Remove option deletes the file from the SonicWALL CDP appliance. Future

backups might cause it to be backed up again unless you change the related policy.

• The Remove Deleted Items option deletes files from the appliance if they no longer

exist on the agent machine.

• The Remove Old Versions option deletes older revisions of the file, leaving only the

most recent one on the appliance.

To remove files or data from the appliance:

Step 1 On the My Backups page, to remove a specific file, expand the backup to view the file that you

want to remove.

Step 2 Select the file to be removed and click the Remove icon. Step 3 To remove files from the appliance which no longer exist on the agent, select the backup or the

revision that contains such files. The Remove Deleted Items icon becomes active when files exist on the appliance which no longer exist on the agent. Click the icon to remove the deleted items from the appliance.

Configuring Client Backup Policies

Step 4 To remove older revisions of a file or a set of files, expand the view to display the revisions,

select the oldest revision that you wish to keep, and then click the Remove Old Versions icon to remove revisions older than the one selected.

Configuring Client Backup Policies

For file and folder backups, client backup policies include a Files and Folders object, schedule, and task. For client applications such as Outlook or Outlook Express, client backup policies include an Application object, schedule, and task. You can configure objects, schedules, and tasks on the Policies tab in the Agent User Interface.

Objects can be defined using one of the following methods:

• FileSet – The FileSet method backs up related files as a set. Dependencies between files

is considered. This method uses Event scheduling.

• Application – The Application method is used for both client and server applications, and

also considers dependencies and backs up files as a set. This method also uses Event scheduling.

When using the FileSet or Application methods, Microsoft Volume Shadow Copy Service is used to create a cohesive snapshot for backup on Windows agents. Data de-duplication prevents multiple copies of unchanged data from being backed up.

The Policies window might also display a policy for a CDP method backup. The CDP method is folder-based and uses Interval scheduling. In the SonicW ALL CDP 6.0 Agent User Interface, existing SonicWALL CDP 5.1 file/folder backups will display as type CDP after upgrading the SonicWALL CDP appliance to 6.0.

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Configuring Client Backup Policies

To back up files or application data, you must configure a backup object, a schedule, and a backup task that includes both the backup object and the schedule.

Note Without a backup task, no backups will occur.

This section contains the following subsections:

• “Adding a Files and Folders Object” section on page 38

• “Adding a Client Application Object” section on page 41

• “Editing the Default CDP Files and Folders Object” section on page 42

• “Configuring Schedule Objects” section on page 45

• “Configuring a Backup Task for Client Data” section on page 51

• “Removing Backup Tasks” section on page 53

For information about restoring client data, see the “Restoring Backed Up Client Data” section

on page 54.

Adding a Files and Folders Object

To create a Files and Folders object, perform the following steps:

Step 1 Navigate to the Policies tab located in the Agent User Interface and click on the Files and

Folders link located in the left-side menu.

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Configuring Client Backup Policies

Step 2 Click the + button located in the bottom-right below the Files and Folders table. The Files and

Folders window appears.

Step 3 Specify a friendly name for your Files and Folders object in the Name field located in the

upper-left corner.

Step 4 Select the desired folder you wish to back up in the Computer field. The file path of the backup

folders is displayed in the Full Path field located at the top of the Files and Folders window.

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Configuring Client Backup Policies

Step 5 Define the rules for your Files and Folders object by first determining how to apply the rule by

choosing Include or Exclude under the Type drop-down menu.

• Include: Includes the specified files or extensions.

• Exclude: Excludes the specified files or extensions.

Step 6 Define the File Name by entering a file name, extension, or select from a predefined list under

File Name and Patterns.

Step 7 If desired, check the Apply to Subfolders check box to apply the rules to subfolders. Step 8 Click the + button, located next to the check box, to add the rule to the Files and Folders object.

After clicking the + button, the rule is added to the Rules table and the selected folder appears in the Backup Folders list.

Step 9 If desired, repeat Ste p 5 through Step 8 to create more rules. Step 10 Click OK after Files and Folders object creation is complete. The new Files and Folders object is

visible in the table on the Policies tab.

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Adding a Client Application Object

To backup a client application such as Outlook or Outlook Express, you must configure an application object, a schedule, and a backup task that includes both the application object and the schedule. This section describes how to create the application object.

To create a client application object, perform the following steps:

Step 1 In the SonicWALL CDP Agent User Interface, click the Policies tab. Step 2 In the left pane, click Applications. Step 3 In the right pane, click the Plus button at the lower right corner. The Add Applica tion window

opens.

Configuring Client Backup Policies

Step 4 Type a descriptive name for the application object into the Name field.

Note With the exception of Outlook and Outlook Express, only applications that are installed on

your local computer will display in the Add Application window.

Step 5 Select the desired application from the Application drop-down list. The list of available

applications is automatically populated through a discovery process.

Step 6 Under Application items, select the checkboxes for one or more items to back up. Step 7 In the Add Application window, click OK to add the application object.

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Configuring Client Backup Policies

The new application object appears in the Policies screen of the Agent User Interface. The In Use column indicates No to show that this application object is not part of an enabled Backup

Task.

Note Before the backup will occur, you must configure a schedule for this application object

(unless one already exists) and a backup task that includes both the application object and the schedule.

Editing the Default CDP Files and Folders Object

A legacy style CDP policy, including a default CDP Files and Folders object, a default CDP schedule (set to Always On), and a default CDP backup task, is defined by default at the administrative level and is inherited by agents connected to the SonicW ALL CDP appliance. At the agent level, you can edit the default CDP Files and Folders object to add files and folders for backup to the CDP object, but you cannot create a new CDP object. A CDP object differs from a Files and Folders or Application object in that the defined files and folders are backed up as separate entities, not as FileSets. CDP schedules use Interval scheduling, which back up changed data continuously when set to Always On, rather than Event scheduling in which you can set dates for backups to occur. The default CDP policy accommodates policies from previous versions of SonicWALL CDP after upgrading.

To edit the default CDP Files and Folders object, perform the following steps:

Step 1 Navigate to the Policies tab located in the Agent User Interface and click on the Files and

Folders link located in the left-side menu.

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Configuring Client Backup Policies

Step 2 Click the Edit button to the right of the CDP object name. The Files and Folders window

appears.

Step 3 Select the desired folder you wish to back up in the Computer field. The file path of the backup

folders is displayed in the Full Path field located at the top of the Files and Folders window.

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Configuring Client Backup Policies

Step 4 Define the rules for your Files and Folders object by first determining how to apply the rule by

choosing Include or Exclude under the Type drop-down menu.

• Include: Includes the specified files or extensions.

• Exclude: Excludes the specified files or extensions.

Step 5 Define the File Name by entering a file name, extension, or select from a predefined list under

File Name and Patterns.

Step 6 If desired, check the Apply to Subfolders check box to apply the rules to subfolders. Step 7 Click the + button, located next to the check box, to add the rule to the Files and Folders object.

After clicking the + button, the rule is added to the Rules table and the selected folder appears in the Backup Folders list.

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Configuring Client Backup Policies

Step 8 To send the backed up files to the configured SonicWALL Offsite Portal or offsite CDP

appliance, first click on the selected folder in the Backup Folders list, and then select the Offsite Backup checkbox.

Step 9 If desired, repeat Ste p 5 through Step 8 to create more rules. Step 10 Click OK when finished editing the CDP Files and Folders object.

Configuring Schedule Objects

To backup client data, you must configure a Files and Folders or Application object, a schedule object, and a backup task that includes both the backup object and the schedule. This section describes how to create the schedule object.

Note You can use the same schedule object in more than one backup task.

Y ou can create or edit schedu le objects for FileSet or Application backup t asks, but not for CDP method tasks. If you see a CDP schedule object, it is inherited from the connected appliance. You can view the settings on the CDP schedule object; see the “Viewing a CDP Schedule

Object” section on page 50.

To create a schedule object, perform the following steps:

Step 1 In the SonicWALL CDP Agent User Interface, click the Policies tab. Step 2 In the left pane, click Schedules.

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Configuring Client Backup Policies

Step 3 In the right pane, click the Plus button at the lower right corner. The Add Schedule window

opens.

Step 4 Type a descriptive name for the schedule into the Name field. Step 5 Specify the type of schedule and time desired. Four options are available and can be combined

to form a schedule policy:

• Day Interval – The backup occurs every so many days calculated from a particular date.

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Configuring Client Backup Policies

–

Select the Enable Day Interval checkbox.

–

Select the number of days for the interval between backups.

–

Select a start date. By default, the interval is calculated from the current date.

–

Under Select Time, to back up the files beginning at a specific time, select the Event radio button, then fill in the Start at fields by selecting an hour and a minute for the start time. To repeat the backup, type a value into the Repeat every ... minutes field, and select an hour and minute for the end time after until.

• Days of the Week – The backup runs on certain days of the week.

–

Select the Enable Days of the Week checkbox.

–

Select the days of the week, Sunday through Saturday, on which to run the backup.

–

Select the time at which to start the backup.

–

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Configuring Client Backup Policies

• Days of the Month – The backup occurs on certain days of the month.

–

Select the Enable Days of the Month checkbox.

–

Select the days of the month on which to run the backup. Select Last for the last day of the month.

–

Select the time at which to start the backup.

–

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Configuring Client Backup Policies

• Specific Dates – The backup occurs on the selected dates.

–

Select the Enable Specific Dates checkbox.

–

Click the small calendar and then select the date(s).

–

Select the time at which to start the backup.

–

Step 6 Click OK af ter defining the desired schedule. New schedules are visible in the table on the main

Schedules page.

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Configuring Client Backup Policies

Viewing a CDP Schedule Object

A default CDP schedule object is inherited from the SonicWALL CDP appliance. It uses Interval scheduling rather than Event scheduling. Only the Day Interval tab of the Edit Schedule Object interface is used. You can view the default CDP schedule object, but cannot change it.

To view the default CDP schedule object:

Step 1 In the SonicWALL CDP Agent User Interface, click the Policies tab. Step 2 In the left pane, click Schedules. Step 3 In the right pane, click the Edit button to the right of the CDP schedule object name. The

Edit Schedule window opens.

Step 4 On the Day Interval tab under Enable Day Interval, the number of days for the interval

between backups is defined. For example, if you see 1, the backups will occur daily; if you see

2, the backups will occur every other day.

Step 5 In the Start on field, the start date is defined. By default, the interval is calculated from the

current date.

Step 6 Under Select Ti me, to back up the files at any time that a change occurs, the Always On radio

button is selected. T o back up changed files only during a specific time range, the Interval radio button is selected and the Start at and End at fields are set.

Step 7 Click Cancel. The OK button is disabled.

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Configuring a Backup Task for Client Data

A backup task includes either a Files and Folders or Application object and a schedule for the backup. Without a backup task, no backups will occur.

For offsite backup, you can choose the Send All Files Offsite option when adding or editing a backup task.

Note Before creating a backup task, create the backup object and schedule to be included in the

task.

To create a backup task for client data backup, perform the following steps:

Step 1 In the SonicWALL CDP Agent User Interface, click the Policies tab. Step 2 In the left pane, select Backup Tasks. Step 3 In the right pane, click the Plus button at the lower right corner. The Add Backup Task

window opens.

Configuring Client Backup Policies

Step 4 Type a descriptive name for the backup task into the Name field. Step 5 Select one of the following in the Select File Type drop-down list:

• For a client application backup task, select Application.

• For a FileSet or CDP backup task, select FileSet.

Step 6 For a client application backup task, select the desired application object from the Application

Data drop-down list.

Step 7 For a FileSet or CDP backup task, select the desired Files and Folders object from the Files

and Folders drop-down list.

Step 8 Type the desired number of backup revisions to keep into the Number of Versions field. For

client applications, the default is 2. For files and folders, the default is 10.

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Step 9 The Trimming Algorithm field is not configurable. The field displays the type of trimming

algorithm in use.

Step 10 In the Offsite drop-down list, select one of the following options:

• Send all Files Offsite – Files will be backed up on the configured Offsite appliance.

• Do Not Send Files Offsite – Files will be backed up on the SonicWALL CDP appliance that

is connected to the agent.

Step 11 Select the desired schedule from the Schedule drop-down list. Step 12 To activate this backup task, select the Enable this task in Policy checkbox. To disable this

backup task without deleting it, you can clear this checkbox.

Step 13 Click OK when finished configuring the backup task.

A backup task for the Outlook Express client application is shown below:

A backup task for a FileSet backup is shown below:

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After clicking OK, the new tasks appear in the Policies tab window:

Removing Backup Tasks

You can temporarily disable a backup task, or completely remove it along with the associated backup rules or application object. See the following sections:

• “Disabling a Backup Task” section on page 53

• “Removing a Backup Task” section on page 53

Configuring Client Backup Policies

Disabling a Backup Task

You can temporarily disable any backup task with removing its configuration by performing the following steps:

Step 1 In the SonicWALL CDP Agent User Interface, click the Policies tab. Step 2 In the left pane, click Backup Tasks. Step 3 Click the Edit button located to the right of the backup task you want to disable. Step 4 In the Edit Backup Task window, clear the Enable this task in Policy checkbox. Step 5 Click OK.

Removing a Backup Task

To completely remove a backup task and the associated Files and Folders or Application object rules, perform the following steps:

Step 1 In the SonicWALL CDP Agent User Interface, click the Policies tab. Step 2 In the left pane, click Backup Tasks. Step 3 Click the X button located to the right of the backup task you want to remove. Step 4 Click Yes in the confirmation dialog. Step 5 In the left pane, click either Files and Folders or Applications. Step 6 Click the X button located to the right of the object name. Step 7 Click Yes in the confirmation dialog.

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Restoring Backed Up Client Data

See the following sections for instructions about restoring backed up files, folders, and client applications:

• “Restoring Files and Folders” section on page 54

• “Restoring a Client Application” section on page 56

Restoring Files and Folders

SonicWALL CDP allows you to recover lost data directly from the appliance. Recovery can be performed to replace a file set that has been deleted, or to restore a previous version of a file or folder that has been changed or otherwise damaged. Recovery can be performed on any agent and recovered files are restored directly from the appliance.

If necessary, before restoring a file set, first follow the prescribed restore procedures of the system which may include the re-installation of the operating system, applications or replacement of hardware.

To recover files and folders from the SonicWALL CDP appliance, perform the following steps:

Step 1 Launch the SonicWALL CDP Agent software on the agent machine on which you want to

recover the file set.

Step 2 If necessary, click the Change Appliance icon to change the SonicWALL CDP appliance

to the one with the files you need.

Step 3 Click the My Backups tab. Step 4 In the left pane, click FileSets. The display expands to show available backup tasks. Step 5 Click the desired backup task. The available revisions are displayed. Step 6 Click the desired revision. The root folder and details about the revision are displayed, including

the date and time.

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Step 7 At the bottom right corner, click the Restore icon . The Choose Restoration Location dialog

opens.

Click Yes to restore the files on top of the original files. Click No to save the files to another location on disk. Click Cancel to exit the restoration process without restoring the files at all.

The Restoring window displays the progress of the restore.

Step 8 If any files cannot be restored, the Restoration Failed Objects window displays a list of files and

the reasons for their failure to restore. Click the X to close the window.

Step 9 When the restore process is finished, the Restoring window changes to Done. Click the Close

button to close the window.

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Restoring a Client Application

You can restore any revision of a client application that is available on the SonicWALL CDP appliance to an agent machine. The restore can be made directly to the application installation on the agent, or to another location on the hard drive. If restored to another location on disk, the files can be copied to the application later by stopping the application, doing the copy, and restarting the application.

To restore a backed up client application from a revision on the SonicWALL CDP appliance, perform the following steps.

Step 1 In the SonicWALL CDP Agent User Interface, click the My Backups tab. Step 2 In the left pane, click Applications. The display expands to show available backup tasks. Step 3 Click the desired backup task. The available revisions are displayed. Step 4 Click the desired revision. The root folder and details about the revision are displayed, including

the date and time.

Step 5 At the bottom right corner, click the Restore icon . Step 6 In the Restore dialog box, select the backup that you want to restore. The Application

Restoration window opens.

Step 7 In the Options drop-down list, select one of the following:

• Restore to original location – This option restores the files to the client application

location.

• Restore to alternate location – This option restores the files to the disk of the agent

machine.

Step 8 Under Components, select the checkboxes for the items you want to restore. Step 9 Click OK. The Application Restoration Details window appears. Step 10 The restoration steps are listed, along with a Start Time column, a Duration column, and an

in-progress indicator. The steps are:

• Download files from appliance

• Stop service

• Restore <application>

• Start S e r v i c e

To start the restore process, click Start. To exit without restoring any files, click Cancel. The in-progress indicators become active for each step as it is executed, and the Start Time

and Duration values are updated.

Step 11 When the restore is finished, click Close.

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Backing Up Server Applications

Server applications, including Microsoft Exchange, Active Directory, and SQL Server can be configured for backup or recovery using the SonicWALL CDP User Interface.

Refer to the following sections for information about backing up server applications:

• “Creating Schedules for Application Backups” section on page 57

• “Microsoft Exchange Prerequisites” section on page 59

• “Backing Up Exchange 2010 User Mailboxes” section on page 62

• “Backing Up Exchange 2010 InfoStore” section on page 70

• “Backing Up Exchange 2007/2003 User Mailboxes” section on page 76

• “Backing Up Exchange 2007/2003 Storage Groups” section on page 81

• “Backing Up SharePoint” section on page 86

• “Backing up System State and Active Directory” section on page 90

• “Backing up Microsoft SQL Server” section on page 95

Backing Up Server Applications

Creating Schedules for Application Backups

To backup an application, you must configure an application object, a schedule, and a backup task that includes both the application object and the schedule. This section describes how to create the schedule object.

Note You can use the same schedule object in more than one backup task.

To configure a schedule for application backups, perform the following steps:

Step 1 In the SonicWALL CDP Agent User Interface, click the Policies tab. Step 2 In the left pane, select Schedules.

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Step 3 In the right pane, click the Plus button at the lower right corner. The Add Schedule window

opens.

Step 4 Type a descriptive name for the schedule into the Name field. Step 5 Select one or more of the following tabs to configure a schedule that meets your requirements:

• Day Interval – The backup occurs every so many days calculated from a particular date.

–

Select the Enable Day Interval checkbox.

–

Select the number of days for the interval between backups.

–

Select a start date. By default, the interval is calculated from the current date.

–

Select the Event radio button.

–

Fill in the Start at fields by selecting an hour and a minute for the start time on the selected days.

–

To repeat the backup at intervals during the selected days, select the Repeat checkbox and type a value into the Repeat every ... minutes field, then select an hour and minute for the end time after until.

• Days of the Week – The backup runs on certain days of the week.

–

Select the Enable Days of the Week checkbox.

–

Select the days of the week, Sunday through Saturday, on which to run the backup.

–

Select the Event radio button.

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–

Fill in the Start at fields by selecting an hour and a minute for the start time on the selected days.

–

• Days of the Month – The backup occurs on certain days of the month.

–

Select the Enable Days of the Month checkbox.

–

Select the days of the month on which to run the backup. Select Last for the last day of the month.

–

Select the Event radio button.

–

Fill in the Start at fields by selecting an hour and a minute for the start time on the selected days.

–

• Specific Dates – The backup occurs on the selected dates.

–

Select the Enable Specific Dates checkbox.

–

Click the small calendar and then select the date(s).

–

Select the Event radio button.

–

Fill in the Start at fields by selecting an hour and a minute for the start time on the selected days.

–

Step 6 Click OK.

Microsoft Exchange Prerequisites

This section lists the necessary prerequisites for successful operation of the SonicWALL CDP Agent User Interface with the User Mailbox and InfoStore Microsoft Exchange features.

Note The SonicWALL CDP appliance must be licensed for server applications.

Microsoft Exchange Versions Supported

The following versions of Microsoft Exchange are supported:

• Exchange 2010 (Service Pack 1)

• Exchange 2007

• Exchange 2003

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Windows Server Versions Supported

Microsoft Exchange runs on the following versions of Windows Server:

• Windows Server 2008 64-bit / 32-bit

• Windows Server 2003 64-bit / 32-bit

Note Refer to the latest SonicWALL CDP Release Notes, available on www.sonicwall.com, for the

location of the full support matrix and compatibility information.

Proper Configuration of Exchange 2007/2003 Admin User on Agent

Follow the instructions below to allow mailbox access for proper user mailbox backup/restore in Microsoft Exchange 2003(32bit) and Microsoft Exchange 2007(64bit). On your Agent system, create an Exchange user account for cdpAdmin, make cdpAdmin a member of the “Administrators” group, and login to the Exchange system as cdpAdmin.

See the following subsections for specific instructions:

• Configuration on a 32-bit Machine, page 60

• Configuration on a 64-bit Machine, page 61

See the following Microsoft Knowledge Base articles for more information:

http://support.microsoft.com/kb/556045 http://support.microsoft.com/kb/821897

Configuration on a 32-bit Machine

To configure the Exchange admin user on a 32-bit machine (MS Windows SBS 2003 and MS Exchange 2003), perform the following steps:

Step 1 Create a user in ‘Active Directory User and Computer’ in the Domain Controller (DC) computer

(such as cdpAdmin).

Step 2 Add this user (cdpAdmin) to the group ‘Backup Operator’. Step 3 On the Exchange server, launch the Exchange system manager console and navigate to

Servers.

Step 4 Expand Servers, right-click on the server name and then click Properties. Step 5 On the Security tab, add the cdpAdmin user to the Group or user names list. Step 6 Make sure this user has Full control permissions. Step 7 Logout of the MS Exchange server machine and then log back in as the cdpAdmin user. Step 8 Open SonicWALL CDP Agent User Interface, select the Application tab, and add MS

Exchange – User Mailbox.

Step 9 Click the Configure Authentication button.Enter the user credentials in the authentication

dialog box:

User: Domain\user (yourDomain\cdpAdmin) Password: password for user cdpAdmin

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Configuration on a 64-bit Machine

To configure the Exchange admin user on a 64-bit machine: (MS Windows 2003/2008 and MS Exchange 2007), perform the following steps:

Step 1 Create a user in ‘Active Directory User and Computer’ in the Domain Controller (DC) computer

(such as cdpAdmin).

Step 2 Add this user (cdpAdmin) to the group ‘Backup Operator’. Step 3 On the MS Exchange machine, access the Microsoft Exchange Shell by going to Start >

Programs > Microsoft Exchange Server 2007 > Exchange Management Shell.

Step 4 T o set the Exchange V iew Only Administrator role, type the command in the following format:

add-exchangeadministrator <service_account_name> -role ViewOnlyAdmin

An example of this command is:

add-exchangeadministrator cdpAdmin -role ViewOnlyAdmin

Step 5 To set the Send As, Receive As, and Administer Information Store permissions, type the

following command:

Backing Up Server Applications

get-mailboxserver <server_name> | add-adpermission -user

<service_account_name> -accessrights GenericRead, GenericWrite

-extendedrights Send-As, Receive-As, ms-Exch-Store-Admin

Where:

• <server_name> is the Microsoft Exchange 2007 server name

• <service_account_name> is the user account created in step 1 (cdpAdmin)

An example of this command is:

get-mailboxserver win2k3ee | add-adpermission -user cdpAdmin -accessrights

GenericRead, GenericWrite -extendedrights Send-As, Receive-As, ms-Exch-Store-Admin

Step 6 This step only applies if your MS Exchange server is installed on a non-Domain Controller

server. On the MS Exchange server machine, to give login access to the cdpAdmin user, add the cdpAdmin user to the local Backup Operators group by performing the following steps:

a. Navigate to Administrative Tools > Computer Management > Local Users and

Groups, and right-click on the Backup Operators group.

b. Select Add to Group and click on the domain user cdpAdmin. Step 7 Log out of the MS Exchange server machine and then log back in as the cdpAdmin user. Step 8 Open the SonicWALL CDP Agent User Interface and configure authentication for MS

Exchange – User Mailbox with the following credentials:

User: Domain\user (yourDomain\cdpAdmin) Password: password for user cdpAdmin

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ExOLEDB / ADO / CDO Requirements for Exchange 2007/2003

SonicWALL CDP uses ExOLEDB to access Microsoft Exchange 2007 and 2003. The Exchange OLE DB Provider should be installed along with Microsoft Exchange, and must be

accessible by the SonicWALL CDP Web Management Interface and Agent User Interface. The ADO (ActiveX Data Objects) and CDO (Collaboration Data Object s) APIs are also required

by this feature. These are application programming interfaces provided by Microsoft that allow applications to access data stores in a uniform m anner . These APIs are included with th e Microsoft Exchange installation.

Note This requirement does not apply to Exchange 2010.

ESE Backup Client DLL/ CDOEXM Requirements for Legacy Exchange

SonicWALL CDP uses the Exchange Backup and Restore API to access Microsoft Exchange. The Microsoft ESE Backup Client DLL (EsEbCli2.dll) should be installed along with Microsoft Exchange, and must be accessible by SonicWALL CDP Web Management Interface and Agen t User Interface. The Collaboration Data Objects for Exchange Management (CDOEXM) APIs are also used to automate the restore procedure, but not required by this feature.

Note This requirement only applies for Exchange backups created on SonicWALL CDP 5.1 or

earlier.

Backing Up Exchange 2010 User Mailboxes

You can backup individual user mailboxes by using the Microsoft Exchange User Mailbox Backup and Restore server application in the SonicWALL CDP Agent User Interface. The user mailbox is backed up onto your SonicWALL CDP appliance.

For Microsoft Exchange 2010 on Windows Server 2008, SonicW ALL CDP supports backup and restore on a multi-application, single server deployment, in which the same server has several applications installed, such as Exchange, SQL, and Active Directory.

In the Agent User Interface, you can create a Microsoft Exchange - User Mailbox application object for for one or more user mailboxes, input the login credentials for the Exchange server, configure a backup schedule, create a backup task, optionally select offsite backup, and restore individual user mailboxes to the Exchange server. For information about restoring a user mailbox, see the “Restoring Exchange 2010 User Mailboxes” section on page 101.

The User Mailbox Backup and Restore feature includes the following capabilities:

• Convenient interface for adding user mailboxes to or deleting them from the backup

process

• Ability to set the backup schedule for a group of mailboxes or for individual user mailboxes

• Secure login using credentials to the Microsoft Exchange server

• Optional automatic backup of user mailboxes to an offsite location

• Retention of multiple backups for each user mailbox

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User Mailbox Backup and Restore backs up and restores messages in the user’s Outlook Mailbox, including the Inbox, Drafts, Deleted Items, and Sent Items, as well as messages within all other folders with custom names.

It does not back up the Outlook Calendar, Notes, Contacts, Tasks, Meeting Requests, and Public Folders. It also does not back up locally archived folders.

See the following sections:

• “How Does User Mailbox Backup and Restore Work?” section on page 63

• “Adding User Mailboxes to an Application Object” section on page 63

• “Scheduling Backups for User Mailboxes” section on page 65

• “Configuring a Backup Task for User Mailbox Backups” section on page 65

• “Configuring Authentication on the Exchange Server” section on page 66

• “Removing User Mailboxes from the Backup Task” section on page 68

• “Verifying User Mailbox Backup Activity” section on page 69

How Does User Mailbox Backup and Restore Work?

Backing Up Server Applications

The SonicWALL CDP Microsoft Exchange User Mailbox Backup and Restore feature is implemented as a server application that is automatically discovered by the SonicWALL CDP Agent User Interface. To get started using the feature, select the Policies tab and then select Applications in the left pane of the Agent User Interface. To backup user mailboxes, you must configure an application object, a schedule, and a backup task that includes both the application object and the schedule.

The User Mailbox application allows you to add or delete individual user mailboxes for backup, set backup schedules, restore specific backups of individual mailboxes, enter credentials for accessing the Exchange server, and configure offsite backup. You can view log entries in the SonicWALL CDP Agent User Interface on the Status tab to verify that backups are successful.

Note The SonicWALL CDP appliance must be licensed for server applications. On models that do

not support server application licenses, such as the generation 3 SonicWALL CDP 110 and 210, you can still use the User Mailbox Backup and Restore feature.

Adding User Mailboxes to an Application Object

To backup user mailboxes, you must configure an application object, a schedule, and a backup task that includes both the application object and the schedule. This section describes how to create the application object.

You can test the connection to the Exchange Server by clicking the Authentication button while adding or editing an application object. It is not necessary to enter any authentication credentials to test the connection.

To create an application object with individual user mailboxes for backup, perform the following steps:

Step 1 In the SonicWALL CDP Agent User Interface, click the Policies tab. Step 2 In the left pane, click Applications.

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Step 3 In the right pane, click the Plus button at the lower right corner . The Add Application window

opens.

Step 4 Type a descriptive name for the application object into the Name field. Step 5 Select Microsoft Exchange - User Mailbox in the Application drop-down list. The list of

available applications is automatically populated through a discovery process. For proper discovery, the Microsoft Volume Shadow Copy service must not be disabled.

Step 6 Under Application items, select the checkboxes for one or more user mailboxes to back up. Step 7 If authentication credentials are required to access the Exchange server, or to test the

connections to the Exchange server, click the Authentication button. The Authentication dialog box opens.

Step 8 In the Authentication dialog box, type the domain\username into the Username field and type

the password into the Password field.

Note For Exchange 2010, configure Authentication with <your_domain>\Administrator. When

ready to restore a backed up user mailbox, login to the server agent as Administrator. For more information, see “Configuring Authentication on the Exchange Server” on page 66.

Step 9 To test the connection between the User Mailbox application and the Exchange server, either

with or without credentials, click the Test Connection button. If successful, the dialog box displays the message “Connection succeeded.”

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Step 10 When finished entering the authentication credentials, click Save. Click Cancel to close the

dialog box without saving anything.

Step 11 In the Add Application window, click OK to add the application object.

The new application object appears in the Policies screen of the Agent User Interface.

Note Before the backup will occur, you must also configure a schedule for this application object,

and a backup task that includes both the application object and the schedule.

Scheduling Backups for User Mailboxes

A schedule is required when creating an Application backup task to backup user mailboxes. You can use the same schedule object in more than one backup task.

For instructions on creating a schedule object, see the “Creating Schedules for Application

Backups” section on page 57.

Configuring a Backup Task for User Mailbox Backups

Backing Up Server Applications

A backup task includes both an application object and a schedule for the backup. Without a backup task, no backups will occur.

For offsite backup, you can choose the Send All Files Offsite option when adding or editing a backup task.

Note Before creating a backup task, create the application object and schedule to be included in

the task.

To create a backup task for a user mailbox backup, perform the following steps:

Step 1 In the SonicWALL CDP Agent User Interface, click the Policies tab. Step 2 In the left pane, select Backup Tasks.

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Step 3 In the right pane, click the Plus button at the lower right corner. The Add Backup Task

window opens.

Step 4 Type a descriptive name for the backup task into the Name field. Step 5 Select Application from the Select File Type drop-down list. Step 6 Select the desired application object from the Application Data drop-down list. Step 7 Type the desired number of backup revisions to keep into the Number of Versions field. The

default is 2.

Step 8 The Trimming Algorithm field is not configurable for Application policies. The field displays

the type of trimming algorithm in use.

Step 9 In the Offsite drop-down list, select one of the following options:

• Send all Files Offsite

• Do Not Send Files Offsite

Step 10 Select the desired schedule from the Schedule drop-down list. Step 11 To activate this backup task, select the Enable this task in Policy checkbox. To disable this

backup task without deleting it, you can clear this checkbox.

Step 12 Click OK.

Configuring Authentication on the Exchange Server

Access between the SonicWALL CDP appliance and the Exchange server where the user mailboxes reside can be configured to require authentication credentials or not. When you add an application object for a user mailbox backup, you can choose to add authentication credentials if required by the Exchange server. In either case, you can use the Authentication dialog box to test the connection between the SonicWALL CDP appliance and the Exchange server.

Note If no authentication credentials are entered, the actual backup process uses the local

SYSTEM account to access the Microsoft Exchange database.

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Note For Exchange 2010, configure authentication with <your_domain>\Administrator. When

ready to restore a backed up user mailbox, login to the server agent as Administrator.

The procedure below provides basic instructions for configuring authentication with the Administrator user. For more information about configuring users and access privileges on Microsoft Exchange, see the following Microsoft knowledge base articles:

http:/support.microsoft.com/kb/821897 http://support.microsoft.com/kb/556045

To configure the Administrator account for authentication, perform the following steps:

Step 1 Open the Exchange Management Shell on the server.

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The welcome screen displays, followed by a command prompt.

Step 2 Type the following at the prompt:

New–ManagementRoleAssignment–Role“MailboxImportExport”–User“Administrator”

Removing User Mailboxes from the Backup Task

This section describes how to remove a user mailbox from the list of mailboxes scheduled for backup.

To remove a user mailbox from the backup task, perform the following steps:

Step 1 In the SonicWALL CDP Agent User Interface, click the Policies tab. Step 2 In the left pane, select Applications.

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Step 3 In the right pane, click the Edit button for the application object you wish to edit. The Edit

Application window opens.

Step 4 Clear the checkbox for the mailbox you wish to delete. Step 5 Click OK.

Verifying User Mailbox Backup Activity

This section describes how to tell if your user mailbox backups are working correctly. You can view log entries showing the backups in the Status page of the SonicWALL CDP Agent User Interface.

Y ou should see log entries showing backups right after the first scheduled backup af ter creating a backup task for one or more user mailboxes, and then after each scheduled backup.

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If you are watching the Status page during the backup, you will first see the backup task appear multiple times (for each mailbox) in the Backup Events table. When all individual backup events are finished, the backup task appears in the FileSet and Application Events table as completed.

To verify user mailbox backups:

Step 1 In the SonicWALL CDP Agent User Interface, click the Status tab. Step 2 Optionally, to view backup status on a different appliance, click the change appliance 

button in the left pane.

Step 3 View the backup status in the right pane.

Backing Up Exchange 2010 InfoStore

You can backup and restore Microsoft Exchange InfoStore dat abases by using the SonicWALL CDP Microsoft Exchange InfoStore Backup and Restore server application in the SonicWALL CDP Agent User Interface. The InfoStore databases ar e backed up onto your SonicW ALL CDP appliance.

In the Agent User Interface, you can create a Microsoft Exchange - InfoStore application object for for one or more databases, input the login credentials for the Exchange server, configure a backup schedule, create a backup task, optionally select offsite backup, and restore databases back to the Exchange server. For information about restoring InfoStore databases, see the “Restoring Exchange 2010 InfoStore” section on page 104.

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Note The SonicWALL CDP appliance must be licensed for server applications. On the

SonicWALL CDP 110, 210, and 220 platforms, this feature requires the purchase of the SonicWALL CDP 5 Server Applications License upgrade. This license allows you to back up five applications that are installed on your server , such as Exchange, SQL, Active Dir ectory, and others.

The SonicWALL CDP Microsoft Exchange InfoStore Backup and Restore feature includes the following capabilities:

• Ability to set and manage the backup schedule

• Optional automatic backup to an offsite location

• Retention of multiple backup versions

How Does InfoStore Backup and Restore Work?

The SonicWALL CDP Microsoft Exchange InfoStore Backup and Restore feature is implemented as a server application that is automatically discovered by the SonicWALL CDP Agent User Interface. To get started using the feature, select the Policies tab and then select Applications in the left pane of the Agent User Interface. To backup Microsoft Exchange databases, you must configure an application object, a schedule, and a backup task that includes both the application object and the schedule.

Backing Up Server Applications

Note Exchange 2010 InfoStore does not use storage groups, as are used with Exchange

2007/2003 InfoStore, but provides direct access to the databases for backup and restore.

The InfoStore application allows you to add or remove individual Microsoft Exchange databases for backup, set backup schedules, restore specific backups of the Exchange server, and configure offsite backup. You can view log entries in the SonicWALL CDP Agent User Interface on the Status tab to verify that backups are successful.

Adding an InfoStore Application Object

To backup InfoStore databases, you must configure an application object, a schedule, and a backup task that includes both the application object and the schedule. This section describes how to create the application object.

To create an application object for Microsoft Exchange InfoStore backup, perform the following steps:

Step 1 In the SonicWALL CDP Agent User Interface, click the Policies tab. Step 2 In the left pane, click Applications.

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Step 3 In the right pane, click the Plus button at the lower right corner . The Add Application window

opens.

Step 4 Type a descriptive name for the application object into the Name field. Step 5 Select Microsof t Exchange - InfoS tore in the Application drop-down list. The list of available

applications is automatically populated through a discovery process. For proper discovery, the Microsoft Volume Shadow Copy and VSS Writer services must not be disabled.

Step 6 Under Application items, select the checkboxes for one or more databases to back up. It is

not required to back up all databases with the same backup task. For large databases, you might want to schedule separate backups at different times.

Step 7 In the Add Application window, click OK to add the application object.

The new application object appears in the Policies screen of the Agent User Interface.

Note Before the backup will occur, you must also configure a schedule for this application object,

and a backup task that includes both the application object and the schedule.

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Scheduling Backups for InfoStore

A schedule is required when creating an Application backup task to backup Exchange InfoS tore databases. You can use the same schedule object in more than one backup task.

For instructions on creating a schedule object, see the “Creating Schedules for Application

Backups” section on page 57.

Configuring a Backup Task for InfoStore Backups

A backup task includes both an application object and a schedule for the backup. Without a backup task, no backups will occur.

For offsite backup, you can choose the Send All Files Offsite option when adding or editing a backup task.

Note Before creating a backup task, create the application object and schedule to be included in

the task.

To create a backup task for an InfoStore backup, perform the following steps:

Backing Up Server Applications

window opens.

default is 2.

Step 8 The Trimming Algorithm field is not configurable for Application policies. The field displays

the type of trimming algorithm in use.

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Step 9 In the Offsite drop-down list, select one of the following options:

• Send all Files Offsite – Offsite backup settings must already be configured in the

SonicWALL CDP Web Management Interface, and the offsite appliance must be available.

• Do Not Send Files Offsite – No files will be sent offsite.

Step 10 Select the desired schedule from the Schedule drop-down list. Step 11 To activate this backup task, select the Enable this task in Policy checkbox. To disable this

backup task without deleting it, you can clear this checkbox.

Step 12 Click OK.

Removing a Database from the Backup Task

To remove a storage group from the list of groups scheduled for backup, perform the following steps:

Step 1 In the SonicWALL CDP Agent User Interface, click the Policies tab. Step 2 In the left pane, select Applications. Step 3 In the right pane, click the Edit button for the application object you wish to edit. The Edit

Application window opens.

Step 4 Clear the checkbox for the database you wish to delete. Step 5 Click OK.

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Verifying InfoStore Backup Activity

This section describes how to tell if your Microsoft Exchange backups are working correctly. Y ou can view log entries showing the backups in the Status page of the SonicWALL CDP Agent User Interface.

You should see log entries showing backups after each scheduled backup after creating a backup task for one or more InfoStore databases. If you are watching the Status page during the backup, you will first see the backup task appear multiple times in the Backup Event s table. When all individual backup events are finished, the backup task appears in the FileSet and

Application Events table as completed.

Backing Up Server Applications

To verify an InfoStore backup:

Step 1 In the SonicWALL CDP Agent User Interface, click the Status tab. Step 2 Optionally, to view backup status on a different appliance, click the change appliance 

button in the left pane. This only applies if the agent has previously backed up files on a different appliance.

Step 3 View the backup status in the right pane.

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Backing Up Exchange 2007/2003 User Mailboxes

In the Agent User Interface, you can create a Microsoft Exchange - User Mailbox application object for for one or more user mailboxes, input the login credentials for the Exchange server, configure a backup schedule, create a backup task, optionally select offsite backup, and restore individual user mailboxes to the Exchange server. For information about restoring a user mailbox, see the “Restoring an Exchange 2007/2003 User Mailbox” section on page 107.

The User Mailbox Backup and Restore feature includes the following capabilities:

• Convenient interface for adding user mailboxes to or deleting them from the backup

process

• Ability to set the backup schedule for a group of mailboxes or for individual user mailboxes

• Secure login using credentials to the Microsoft Exchange server

• Optional automatic backup of user mailboxes to an offsite location

• Retention of multiple backups for each user mailbox

It does not back up the Outlook Calendar, Notes, Contacts, Tasks, Meeting Requests, and Public Folders. It also does not back up locally archived folders.

See the following sections:

• “How Does User Mailbox Backup and Restore Work?” section on page 76

• “Adding User Mailboxes to an Application Object” section on page 77

• “Scheduling Backups for User Mailboxes” section on page 78

• “Configuring a Backup Task for User Mailbox Backups” section on page 78

• “Configuring and Testing Access to the Exchange Server” section on page 79

• “Removing User Mailboxes from the Backup Task” section on page 80

• “Verifying User Mailbox Backup Activity” section on page 80

How Does User Mailbox Backup and Restore Work?

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The User Mailbox application allows you to add or delete individual user mailboxes for backup, set backup schedules, restore specific backups of individual mailboxes, enter credentials for accessing the Exchange server, and select offsite backup. You can view log entries in the SonicWALL CDP Agent User Interface on the Status tab to verify that backups are successful.

Adding User Mailboxes to an Application Object

To create an application object with individual user mailboxes for backup, perform the following steps:

Step 1 In the SonicWALL CDP Agent User Interface, click the Policies tab. Step 2 In the left pane, click Applications.

Backing Up Server Applications

Step 3 In the right pane, click the Plus button at the lower right corner. The Add Applica tion window

opens.

Step 4 Type a descriptive name for the application object into the Name field. Step 5 Select Microsoft Exchange - User Mailbox in the Application drop-down list. The list of

available applications is automatically populated through a discovery process. For proper discovery, the Microsoft Volume Shadow Copy service must not be disabled. See the 'Backup and Recovery Troubleshooting' section in the SonicWALL CDP Administrator’s Guide for more information.

Step 6 Under Application items, select the checkboxes for one or more user mailboxes to back up.

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Step 7 If authentication credentials are required to access the Exchange server, or to test the

connections to the Exchange server, click the Authentication button. The Authentication dialog box opens.

Step 8 In the Authentication dialog box, type the domain\username into the Username field and type

the password into the Password field.

Step 9 To test the connection between the User Mailbox application and the Exchange server, either

with or without credentials, click the Test Connection button.

Step 10 When finished entering the authentication credentials, click Save. Click Cancel to close the

dialog box without saving anything.

Step 11 In the Add Application window, click OK to add the application object.

The new application object appears in the Policies screen of the Agent User Interface.

Note Before the backup will occur, you must also configure a schedule for this application object,

and a backup task that includes both the application object and the schedule.

Scheduling Backups for User Mailboxes

A schedule is required when creating an Application backup task to backup user mailboxes. You can use the same schedule object in more than one backup task.

For instructions on creating a schedule object, see the “Creating Schedules for Application

Backups” section on page 57.

Configuring a Backup Task for User Mailbox Backups

A backup task includes both an application object and a schedule for the backup. Without a backup task, no backups will occur.

For offsite backup, you can choose the Send All Files Offsite option when adding or editing a backup task.

Note Before creating a backup task, create the application object and schedule to be included in

the task.

To create a backup task for a user mailbox backup, perform the following steps:

Step 1 In the SonicWALL CDP Agent User Interface, click the Policies tab. Step 2 In the left pane, select Backup Tasks.

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Step 3 In the right pane, click the Plus button at the lower right corner. The Add Backup Task

window opens.

default is 2.

Step 8 The Trimming Algorithm field is not configurable for Application policies. The field displays

the type of trimming algorithm in use.

Step 9 In the Offsite drop-down list, select one of the following options:

• Send all Files Offsite – Offsite backup settings must already be configured in the

SonicWALL CDP Web Management Interface, and the offsite appliance must be available.

• Do Not Send Files Offsite – No files will be sent offsite.

Step 10 Select the desired schedule from the Schedule drop-down list. Step 11 To activate this backup task, select the Enable this task in Policy checkbox. To disable this

backup task without deleting it, you can clear this checkbox.

Step 12 Click OK.

Configuring and Testing Access to the Exchange Server

Note If no authentication credentials are entered, the actual backup process uses the local

SYSTEM account to access the Microsoft Exchange database.

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Before configuring a User Mailbox application object to use credentials when accessing the Exchange server, you must first configure the credentials on the Exchange server. The user name must have appropriate privileges to access user mailbox data on the Exchange server. For more information about configuring users and access privileges on Microsoft Exchange, see the following Microsoft knowledge base articles:

http:/support.microsoft.com/kb/821897 http://support.microsoft.com/kb/556045

Removing User Mailboxes from the Backup Task

This section describes how to remove a user mailbox from the list of mailboxes scheduled for backup.

To remove a user mailbox from the backup task, perform the following steps:

Application window opens.

Step 4 Clear the checkbox for the mailbox you wish to delete. Step 5 Click OK.

Verifying User Mailbox Backup Activity

This section describes how to tell if your user mailbox backups are working correctly by viewin g log entries showing the backups in the Status page of the SonicWALL CDP Agent User Interface.

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Y ou should see log entries showing backups right after the first scheduled backup af ter creating a backup task for one or more user mailboxes, and then after each scheduled backup.

Step 1 In the SonicWALL CDP Agent User Interface, click the Status tab. Step 2 Optionally, to view backup status on a different appliance, click the change appliance 

button in the left pane.

Step 3 View the backup status in the right pane.

Backing Up Exchange 2007/2003 Storage Groups

You can backup and restore a Microsoft Exchange Storage Group by using the SonicWALL CDP Microsoft Exchange InfoStore Backup and Restore server application in the SonicWALL CDP Agent User Interface. The Storage Group, or InfoS tore, is backed up onto your SonicW ALL CDP appliance.

For Microsoft Exchange 2010 on Windows Server 2008, SonicWALL CDP supports backup and restore on a multi-application, single server deployment, in which the same server has several applications installed, such as Exchange, SQL Server, and Active Directory.

In the Agent User Interface, you can create a Microsoft Exchange - InfoStore application object for for one or more storage groups, input the login credentials for the Exchange server, configure a backup schedule, create a backup task, optionally select offsite backup, and restore storage groups back to the Exchange server . For information about restoring a Storage Group, see the “Restoring an Exchange 2007/2003 Storage Group” section on page 110.

Backing Up Server Applications

Note The SonicWALL CDP appliance must be licensed for server applications. On the

SonicWALL CDP 110 and 210 platforms, this feature requires the purchase of the SonicWALL CDP 110/210 5 Server Applications License upgrade. This license allows you to back up five applications that are installed on your server , such as Exchange, SQL Server , Active Directory, and others.

The SonicWALL CDP Microsoft Exchange InfoStore Backup and Restore feature includes the following capabilities:

• Ability to set and manage the backup schedule

• Optional automatic backup to an offsite location

• Retention of multiple backup versions

See the following sections:

• “How Does InfoStore Backup and Restore Work?” section on page 82

• “Installation Prerequisites” section on page 82

• “Adding a Storage Group Application Object” section on page 82

• “Scheduling Backups for Storage Groups” section on page 83

• “Configuring a Backup Task for Storage Group Backups” section on page 83

• “Removing a Storage Group from the Backup Task” section on page 85

• “Verifying InfoStore Backup Activity” section on page 85

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How Does InfoStore Backup and Restore Work?

The SonicWALL CDP Microsoft Exchange InfoStore Backup and Restore feature is implemented as a server application that is automatically discovered by the SonicWALL CDP Agent User Interface. To get started using the feature, select the Policies tab and then select Applications in the left pane of the Agent User Interface. To backup a storage group, you must configure an application object, a schedule, and a backup task that includes both the application object and the schedule.

The InfoStore application allows you to add or remove individual Microsoft Exchange Storage Groups for backup, set backup schedules, restore specific backups of the Exchange server, and configure offsite backup. You can view log entries in the SonicWALL CDP Agent User Interface on the Status tab to verify that backups are successful.

Installation Prerequisites

This section lists the necessary prerequisites for successful operation of the Microsoft Exchange - InfoStore server application on the SonicWALL CDP Agent User Interface.

ESE Backup Client DLL/ CDOEXM Requirements

You can copy the EsEbCli2.dll file from your Microsoft installation disk, or download it from Microsoft, or copy it manually from another location into the SonicWALL Continuous Data Protection folder where the Agent client was installed. The default program installation folder location is:

C:\Program Files\SonicWALL\SonicWALL Continuous Data Protection

Note Version 8.1.240.3 of EsEbcli2.dll is required by SonicWALL CDP.

Adding a Storage Group Application Object

T o backup a storage group, you must co nfigure an application object, a schedule, and a backup task that includes both the application object and the schedule. This section describes how to create the application object.

To create an application object for Microsoft Exchange Storage Group backup, perform the following steps:

Step 1 In the SonicWALL CDP Agent User Interface, click the Policies tab. Step 2 In the left pane, click Applications.

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Step 3 In the right pane, click the Plus button at the lower right corner. The Add Applica tion window

opens.

Step 4 Type a descriptive name for the application object into the Name field. Step 5 Select Microsof t Exchange - InfoS tore in the Application drop-down list. The list of available

applications is automatically populated through a discovery process. For proper discovery , the Microsoft Volume Shadow Copy and VSS Writer services must not be disabled. See the 'Backup and Recovery Troubleshooting' section in the SonicWALL CDP Administrator’s Guide for more information.

Step 6 Under Application items, select the checkboxes for one or more storage groups to back up. Step 7 In the Add Application window, click OK to add the application object.

The new application object appears in the Policies screen of the Agent User Interface.

Note Before the backup will occur, you must also configure a schedule for this application object,

and a backup task that includes both the application object and the schedule.

Scheduling Backups for Storage Groups

A schedule is required when creating an Application backup task to backup Exchange storage groups. You can use the same schedule object in more than one backup task.

For instructions on creating a schedule object, see the “Creating Schedules for Application

Backups” section on page 57.

Configuring a Backup Task for Storage Group Backups

A backup task includes both an application object and a schedule for the backup. Without a backup task, no backups will occur.

For offsite backup, you can choose the Send All Files Offsite option when adding or editing a backup task.

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Note Before creating a backup task, create the application object and schedule to be included in

the task.

To create a backup task for a storage group backup, perform the following steps:

window opens.

default is 2.

Step 8 The Trimming Algorithm field is not configurable for Application policies. The field displays

the type of trimming algorithm in use.

Step 9 In the Offsite drop-down list, select one of the following options:

• Send all Files Offsite – Offsite backup settings must already be configured in the

SonicWALL CDP Web Management Interface, and the offsite appliance must be available.

• Do Not Send Files Offsite – No files will be sent offsite.

Step 10 Select the desired schedule from the Schedule drop-down list. Step 11 To activate this backup task, select the Enable this task in Policy checkbox. To disable this

backup task without deleting it, you can clear this checkbox.

Step 12 Click OK.

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Removing a Storage Group from the Backup Task

To remove a storage group from the list of groups scheduled for backup, perform the following steps:

Application window opens.

Backing Up Server Applications

Step 4 Clear the checkbox for the storage group you wish to delete. Step 5 Click OK.

Verifying InfoStore Backup Activity

You should see log entries showing backups after each scheduled backup after creating a backup task for one or more storage groups.

Step 1 In the SonicWALL CDP Agent User Interface, click the Status tab. Step 2 Optionally, to view backup status on a different appliance, click the change appliance 

button in the left pane. This only applies if the agent has previously backed up files on a different appliance.

Step 3 View the backup status in the right pane.

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Backing Up SharePoint

Backing up Microsoft SharePoint using SonicWALL CDP allows users to store and retrieve SharePoint database revisions from an agent machine. SharePoint databases are configured for backup using the SonicWALL CDP Agent User Interface.

Note SharePoint backup can only be configured using the Agent User Interface.

The application used for SharePoint backup is Microsoft SQL Server/SharePoint, as SharePoint uses Microsoft SQL databases. The default SQL master, model, and msdb databases are required for SharePoint, and SharePoint creates other SQL databases as well. Microsoft SQL can be installed on the same or on another Windows Server machine.

SonicWALL recommends backing up all SharePoint databases together , rather than backing up individual databases separately.

For information about restoring SharePoint databases, see the “Restoring SharePoint” section

on page 114.

See the following sections for SharePoint backup procedures:

• “Creating an Application Object for SharePoint” section on page 87

• “Scheduling Backups for SharePoint” section on page 88

• “Configuring a Backup Task for SharePoint” section on page 88

• “Verifying SharePoint Backup Activity” section on page 89

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Creating an Application Object for SharePoint

To backup Microsoft SharePoint, you must configure an application object, a schedule, and a backup task that includes both the application object and the schedule. This section describes how to create the application object.

To backup SharePoint using the Agent User Interface, perform the following steps:

Step 1 Open the SonicWALL Agent User Interface on the SharePoint server. Step 2 In the SonicWALL CDP Agent User Interface, click the Policies tab. Step 3 In the left pane, click Applications. Step 4 In the right pane, click the Plus button at the lower right corner. The Add Applica tion window

opens.

Backing Up Server Applications

Step 5 Type a descriptive name for the application object into the Name field. Step 6 Select Microsoft SQL Server/SharePoint in the Application drop-down list. The list of

available applications is automatically populated through a discovery process. For proper discovery, the Microsoft Volume Shadow Copy service must not be disabled.

Step 7 Under Application items, select the checkboxes for one or more SharePoint databases to

back up. SonicWALL recommends selecting the Select All checkbox to ensure that all associated files are backed up for SharePoint.

Step 8 In the Add Application window, click OK to add the application object.

The new application object appears in the Policies screen of the Agent User Interface.

Note Before the backup will occur, you must also configure a schedule for this application object,

and a backup task that includes both the application object and the schedule.

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Scheduling Backups for SharePoint

A schedule is required when creating an Application backup task to backup Microsoft SharePoint. You can use the same schedule object in more than one backup task.

For instructions on creating a schedule object, see the “Creating Schedules for Application

Backups” section on page 57.

Configuring a Backup Task for SharePoint

A backup task includes both an application object and a schedule for the backup. Without a backup task, no backups will occur.

For offsite backup, you can choose the Send All Files Offsite option when adding or editing a backup task.

Note Before creating a backup task, create the application object and schedule to be included in

the task.

To create a backup task for a SharePoint backup, perform the following steps:

window opens.

default is 2.

Step 8 The Trimming Algorithm field is not configurable for Application policies. The field displays

the type of trimming algorithm in use.

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Step 9 In the Offsite drop-down list, select one of the following options:

• Send all Files Offsite – Offsite backup settings must already be configured in the

SonicWALL CDP Web Management Interface, and the offsite appliance must be available.

• Do Not Send Files Offsite – No files will be sent offsite.

Step 10 Select the desired schedule from the Schedule drop-down list. Step 11 To activate this backup task, select the Enable this task in Policy checkbox. To disable this

backup task without deleting it, you can clear this checkbox.

Step 12 Click OK.

Verifying SharePoint Backup Activity

This section describes how to tell if your Microsoft SharePoint backups are working correctly. Y ou can view log entries showing the backups in the Status page of the SonicWALL CDP Agent User Interface.

You should see log entries showing backups after each scheduled backup after creating a backup task for SharePoint.

Step 1 In the SonicWALL CDP Agent User Interface, click the Status tab.

Backing Up Server Applications

Step 2 Optionally, to view backup status on a different appliance, click the change appliance 

button in the left pane.

Step 3 View the backup status in the right pane.

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Step 4 Click the My Backups tab and view the list of backup revisions.

Backing up System State and Active Directory

Active Directory is included within the System State application object in SonicWALL CDP 6.0 and higher. When creating a System State application object, you can select components, including Active Directory, to back up. This allows you to backup and recover Active Directory revisions from agent machines together with interdependent system files to provide a consistent environment.

See the following sections:

• “Creating an Application Object for System State and Active Directory” section on page 91

• “Scheduling Backups for System State and Active Directory” section on page 92

• “Configuring a Backup Task for System State and Active Directory” section on page 92

• “Verifying System State and Active Directory Backup Activity” section on page 93

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Creating an Application Object for System State and Active Directory

To backup System State and Active Directory, you must configure an application object, a schedule, and a backup task that includes both the application object and the schedule. This section describes how to create the application object.

To backup System State and Active Directory using the Agent User Interface, perform the following steps:

Step 1 Open the SonicWALL Agent User Interface on the Domain Controller. Step 2 In the SonicWALL CDP Agent User Interface, click the Policies tab. Step 3 In the left pane, click Applications. Step 4 In the right pane, click the Plus button at the lower right corner. The Add Applica tion window

opens.

Step 5 Type a descriptive name for the application object into the Name field. Step 6 Select System State in the Application drop-down list. The list of available applications is

automatically populated through a discovery process. For proper discovery, the Microsoft Volume Shadow Copy service must not be disabled. See the 'Backup and Recovery Troubleshooting' section in the SonicWALL CDP Administrator’s Guide for more information.

Step 7 Under Application items, select the checkboxes for one or more System S tate component s to

back up. You can select Active Directory in this screen. SonicWALL recommends selecting the Select All checkbox to ensure that all associated System State files are backed up along with Active Directory.

The exact list of system components that make up your computer's System State data depend on the computer's operating system and configuration. For example, on a Windows Server you might see the following:

• Boot and System files

• System files

• License files

• PerformanceCounters files

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• IISMETASBASE

• COM+REGDB

• File Replication Service

• Active Directory

• Registry

• Windows Management Instrumentation

• Event Logs

Step 8 In the Add Application window, click OK to add the application object.

The new application object appears in the Policies screen of the Agent User Interface.

Note Before the backup will occur, you must also configure a schedule for this application object,

and a backup task that includes both the application object and the schedule.

Scheduling Backups for System State and Active Directory

A schedule is required when creating an Application backup task to backup System State and Active Directory. You can use the same schedule object in more than one backup task.

For instructions on creating a schedule object, see the “Creating Schedules for Application

Backups” section on page 57.

Configuring a Backup Task for System State and Active Directory

A backup task includes both an application object and a schedule for the backup. Without a backup task, no backups will occur.

For offsite backup, you can choose the Send All Files Offsite option when adding or editing a backup task.

Note Before creating a backup task, create the application object and schedule to be included in

the task.

To create a backup task for a System State and Active Directory backup , perform the following steps:

Step 1 In the SonicWALL CDP Agent User Interface, click the Policies tab. Step 2 In the left pane, select Backup Tasks.

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Step 3 In the right pane, click the Plus button at the lower right corner. The Add Backup Task

window opens.

default is 2.

Step 8 The Trimming Algorithm field is not configurable for Application policies. The field displays

the type of trimming algorithm in use.

Step 9 In the Offsite drop-down list, select one of the following options:

• Send all Files Offsite – Offsite backup settings must already be configured in the

SonicWALL CDP Web Management Interface, and the offsite appliance must be available.

• Do Not Send Files Offsite – No files will be sent offsite.

Step 10 Select the desired schedule from the Schedule drop-down list. Step 11 To activate this backup task, select the Enable this task in Policy checkbox. To disable this

backup task without deleting it, you can clear this checkbox.

Step 12 Click OK.

Verifying System State and Active Directory Backup Activity

This section describes how to tell if your System State backups are working correctly. You can view log entries showing the backups in the Status page of the SonicWALL CDP Agent User Interface.

You should see log entries showing backups after each scheduled backup after creating a backup task for System State and Active Directory.

Step 1 In the SonicWALL CDP Agent User Interface, click the Status tab. Step 2 Optionally, to view backup status on a different appliance, click the change appliance 

button in the left pane.

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Step 3 View the backup status in the right pane.

Step 4 Click the My Backups tab and view the list of backup revisions.

SonicWALL CDP 6.0 Agent User’s Guide

SonicWALL CDP 6.0 User Manual

Specifications and Main Features

Frequently Asked Questions

User Manual

Table of Contents

SonicWALL CDP Agent User Guide

Overview of the SonicWALL CDP Agent

About Data De-Duplication

About FileSets

About Backup Policies

About Rules

About Offsite Backup

About Scheduling

About Application Backup and Restore

Example: Creating a Backup Policy

Installing the SonicWALL CDP Agent Software

Configuration Information

Downloading the Latest SonicWALL CDP Agent Software

SonicWALL CDP Agent Installation on Windows

Installation Prerequisites for Windows

Installing the SonicWALL CDP Windows Agent

Uninstalling the SonicWALL CDP Windows Agent

SonicWALL CDP Agent Installation on Mac OS

Supported Platforms

System Requirements

Installing the SonicWALL CDP Mac OS Agent

SonicWALL CDP Agent Installation on Linux

Supported Linux Distributions

Initializing the SonicWALL CDP Agent

Installing the SonicWALL CDP Linux Agent

Launching the SonicWALL CDP Agent

Troubleshooting the SonicWALL CDP Agent Operation

Agent User Interface Overview

Tab Selection

View Panel

Using the Status Interface

Current Agent Information

Changing Appliances

Using the Administrator File Browser

Viewing the Status Events Panel

Managing Backups

Viewing Backup Details

Searching for Files

Removing Backed Up Files

Configuring Client Backup Policies

Adding a Files and Folders Object

Adding a Client Application Object

Editing the Default CDP Files and Folders Object

Configuring Schedule Objects

Viewing a CDP Schedule Object

Configuring a Backup Task for Client Data

Removing Backup Tasks

Disabling a Backup Task

Removing a Backup Task

Restoring Backed Up Client Data

Restoring Files and Folders

Restoring a Client Application

Backing Up Server Applications

Creating Schedules for Application Backups

Microsoft Exchange Prerequisites

Microsoft Exchange Versions Supported

Windows Server Versions Supported

Proper Configuration of Exchange 2007/2003 Admin User on Agent

Configuration on a 32-bit Machine

Configuration on a 64-bit Machine

ExOLEDB / ADO / CDO Requirements for Exchange 2007/2003

ESE Backup Client DLL/ CDOEXM Requirements for Legacy Exchange

Backing Up Exchange 2010 User Mailboxes

How Does User Mailbox Backup and Restore Work?

Adding User Mailboxes to an Application Object

Scheduling Backups for User Mailboxes

Configuring a Backup Task for User Mailbox Backups

Configuring Authentication on the Exchange Server

Removing User Mailboxes from the Backup Task

Verifying User Mailbox Backup Activity

Backing Up Exchange 2010 InfoStore

How Does InfoStore Backup and Restore Work?

Adding an InfoStore Application Object

Scheduling Backups for InfoStore

Configuring a Backup Task for InfoStore Backups