SBAdmin

Storix Software SBAdmin QuickStart Guide

Quick Start Guide for System Backup

This document provides the steps necessary t o create a full system backup and boot media necessary fo r system recovery. This document does not include all of the features and options available in the application; rather it’s intended to be used as a quick reference in starting to use Storix SBA dmin. For more details and further documentati on refer to the SBAdmin User Guide and the

SBAdmin System Recovery Guides.

Starting the SBAdmin interface

There are two interfaces you use to m anage your back ups and boot media . The instructions provided here will apply to either inter fac e unless specified otherwise:

1. Graphical (Xwindows) Interface: If using Xwindows, you may start this interface by typing “sbadmin” at the command prompt within an X-terminal. You may also lau nch the GUI and have it display on a remote Xserver session by typi ng “sbadmin –d DISPLAY:0” (where DISPLA Y is the hostname or IP addr ess of the r emote host ). It may b e necessar y for you to type “xhost + ” on the remote system to allow remote systems to use its display.

2. Web Interface: After starting your internet bro wser, type “ https://host:8080” where host is the hostname or IP address of t he system installed as the SBAdmin administrator, and 8080 is the default port number (replace this with the po rt number you chose during software install, if different).

The Main Screen will display. For Network and TSM Edition, this will show the Clients, Servers and Devices. For Workstation Edition, the Jobs will be displayed. You may change the display to display the Jobs or Job Queues using the Display d rop-down at the top of the screen.

Quick Help

You may at any time move the cursor over any object (menu option, listbox, button or en try field) in the application and (if using the GUI interface) click the right mouse button. A popup message will app ear on top of the object with information usage and any options, warnings or special instructions tha t might apply.

SBAdmin License Type

The remaining sections of thi s docume nt are s pecific to the S BAdmin l icens e type in use:

Network Edition Quick Start .....................................................................................2!

Workstation Edition Quick Start...............................................................................4!

TSM Edition Quick Start............................................................................................6!

Storix System Backup Administrator 1 Quick Start Guide

Network Edition Quick Start

The following steps are for SBAdmin Network Edition. It is assumed that the SB Admin inte rface is r unning, an d the SBA dmin Client/Server software is installed on the remote clients and servers . The f ollowing s teps desc ribe ho w to confi gure a cli ent an d a

server, create a backup job whic h writes a syste m backup fr om a client to a ser ver, and m ake CD ROM ISO b oot ima ge to b e used fo r performing system recovery.

1. Configure Clients

A client is defined as any system that will be ba cked up using SBAdmin. The local system running the SBA dmin inte rface (the Administrator) must also be con figured as a client b efore it may be backed up.

Note: While the Administrator system may b e confi gured as a backup server, it is not required. Any clien t may also be configured as a backup server.

a. To add a client, select Configure!Clients from the me nu

bar and the Linux/AIX/Solaris Clients screen will display.

b. In the Client Hostname/IP field t ype the hostname or IP

address of the client you would like to backup.

c. Local Disk or Tape:

If, instead of sending system b ackups to a serv er, yo u want to backup to media directly attached to the client, select the tab with the type (Disk, or Tape) of device you wish to create. Within each tab is the c onfigurat ion for each type of Local System Backup Device.

d. Press the Save button to update the client . Refer to the section Clients in the SBAdmin User Guide for

further documentation.

2. Configure Servers and Devices

A server is defined as any system on which backups will be stored. Backups are stored on t he serve r in devices which may be either tape or directories.

Note that a server will not be needed if you chose to backup your client(s) to local disk or tape , as desc ribed abov e.

a. To configure a server select Configure!Servers from the

menu bar and the Configure Server screen will display.

b. In the Server Hostname or IP field, enter the hostname

or IP address of the server yo u would lik e to wr ite th e backup to.

c. Press the New Server button and the following default

directory devices will be created:

d. /backups/data/%G/%C e. /backups/system/%G/%C f. /backups/system/%G/shared g. The device names correspond to di rectory na mes on the

server in which backups will be stored.

h. Press the Save button to update the s erve r. Refer to the sections Servers and Backup Devices in the

SBAdmin User Guide for further documentation.

3. Create a System Backup Job

A backup job must be created before any backup m ay be performed. There are many f eatures an d opti ons availabl e when configuring backup jobs that are not inclu ded in this document. Refer to the section Backup Jobs in the SBAdmin

User Guide for further documentation.

To configure a backup job: a. Select Configure!Backup Jobs from the menu bar an d

the Configure Backup Job screen will display. b. Enter a Job ID to identify this job. c. Select the serve r from th e from the Ser ver Name listbox

If you wish to backup a single cli ent to its own local tape

or disk (see Configuring Clients), select “local (client

tape/disk)” from the list.

d. From the Profile Name listbox, select the

“FULL_SYSTEM” profile. e. In the Volume Group Name(s) or Zpool Name(s) field,

enter “all” or the individual volume groups or ZFS pools

you wish to include in the backup. f. Select the Client(s) you want to include in the backup

job. If backing up a client to its local tape or disk, you

can only select one client for each job. g. Select the device you want th e backup wr itten t o from th e

Backup Device listbox. Only SBTAPE or SBDIR will be

available if you selected “local (client tape/disk)” for the

server above.

Note that when selecting a device that uses %C naming

convention, only the original client will be able to restore

from the backup.

h. Indicate the Backup Schedule for this backup job or

select to run the job “On Demand”. i. Press the Save button to update the job c onfig uration an d

close the window.

4. Run the System Backup Job

The backup job will run according to the Backup Schedul e specified when creating the backup job in step #3. You ma y also start any job at any time as follows:

a. Select Actions!Run Backup Jobs from the me nu bar. b. Select the Job ID created in the previous step at the top

of the screen. c. Press the Run Now button.

Storix System Backup Administrator 2 Quick Start Guide

A messages screen will appear indicating the backup has started and will also display a message with any warning or error messages and to indicate wh en the j ob has com pleted.

While the backup is running, you can view the progress and messages of the job by selecting the View Queues button on the Main Screen. The Queued/Running Jobs screen will appear. You may then select the Show Status/Output button on this screen to display the Backup Status Report.

5. Create the SBAdmin Boot Media

A SBAdmin System Backup contains all of the backup d ata and the information needed to recreat e the s ystem and restore the data. However, to access the System Recov ery Process, boot media must be created and used to bo ot the t arget client .

SBAdmin supports multiple boot media types: CDROM I SO, Hard Disk, Network or Tape (AIX or Linux on IBM System P only).

For the purpose of this Quick Start Guide , we wil l wal k yo u through only creation of the CDROM boot medi a. Refer to the

System Recovery Guide for more details on creating boot

media.

Note: A full system backup writ ten to ta pe on an AIX o r Linux on an IBM System P system will automatic ally make the ta pe bootable. It is not necessary to creat e additio nal boot media.

To create CDROM Boot Media:

b. Select the server on which to store the ISO CDROM

image in the Boot Server Name listbox, or select “Store

on Client” to save the image on the client. c. Enter a name for the boot image in the CDROM Boot

Image Name (any descriptive name of the boot image

system type, etc). d. Select the client from which the boot media will be

created in Client Name listbox. e. Press the Create/Update button to create the boot

media. The Create Boot Media Status screen will display. When

complete, a message informing you of the co mpleti on of the process and that you may now copy the image to a CDROM device.

You must copy the CDROM image to a C DR/CDRW device before it can be used for system recovery. For detailed

instructions, press the Yes button when asked if you wish to view this README now.

When done, press the Cancel button to close and return to the prior screen.

It is good practice to not harm the system, but will e nsure t hat yo u are a ble to b ring the system up into the SBAdmin System Recovery Proc ess. The system may boot from CD ROM by de fault if it is availa ble. If not, you should refer to your hardware system documentation for instructions on how to enter the BIOS or system firmware to select the pr oper device to boot f rom.

test the SBAdmin boot media. This will

a. Select Utilities!Create/Ma nage B oot Medi a! CDROM

Boot Images from the menu bar. The Create CDROM

Boot Image Media screen will appear.

Refer to the AIX, Linux, or Sol aris System Recovery Guide section Creating Boot Media f or System Install ation for further instructions.

Storix System Backup Administrator 3 Quick Start Guide

Workstation Edition Quick Start

The following steps are for SBAdmin W orkstation Edition. It is assumed that the SBAdmin int erface is running. The f ollowing steps will describe how to configure a backup device for writing, a backup job to create a full system backup , and make a CDROM ISO boot image to be used for performing system recovery.

1. Configure a Backup Device

A backup device is the tape drive or filesystem directory where your backups will be stored.

Tape Device To use a tape drive for any backup type, you must first configure it for use with SBAdmin.

a. Select Configure!Backup Devices->Tape from the menu

bar. The Devices & Tape Libraries screen will display.

b. Type the name of the drive or another descri ptive nam e

of the tape drive (i.e. “st0” or “tape1”).

c. Select the tape drive f rom th e list of t ape driv es detec ted

on the system.

d. Press the Save button. System Backup Device

Although SBAdmin allows any backup to be written to a directory “device”, a System Backup to a directory requires a configured System Backup Device. This special device may be either a system recovery, or a NFS mount.

To configure a Disk System Backup Device (SBDIR): a. Select Configure!Backup Devices->System Backup

b. Select the Disk tab. c. In the Disk(s) for Local System Backups listbox, select

d. Press the Save button. When configuration is complete, yo u may clos e this wi ndow.

To configure a NFS System Backup Device (SBNFS): a. Select Configure!Backup Devices->System Backup

b. Select the NFS tab. c. You must enter inform ation in the NFS Server, Share on

d. Press the Save button.

dedicated disk(s), which will be made bootable for

Disk/NFS from the menu bar. The Configure S ystem

Backup Devices screen will display.

the disk to be used. Note, only unus ed disks a re listed.

Disk/NFS from the menu bar. The Configure S ystem

Backup Devices screen will display.

NFS Server, and Local Mount Point fields. The other fields are optional but may be required for your system.

2. Create a System Backup Job

User Guide for further documentation.

To configure a backup job: a. Select Configure!Backup Jobs from the menu bar an d

the Configure Backup Job screen will display. b. Enter a Job ID to identify this job. c. From the Profile Name listbox, select the

“FULL_SYSTEM” profile. d. In the Volume Group Name(s) or Zpool Name(s) field,

enter “all” or the individual volume groups or ZFS pools

you wish to include in the backup. e. Select the device you want th e backup wr itten t o from th e

Backup Device listbox. Only the tape, SBDIR, or SBNFS

devices configured in step 1 will be s hown. f. Indicate the Backup Schedule for this backup job or

select to run the job “On Demand”. g. Press the Save button to update the job c onfig uration an d

close the window.

3. Run the System Backup Job

The backup job will run according to the Backup Schedul e specified when creating the backup job in step #3. You ma y also start any job at any time as follows:

a. Select Actions!Run Backup Jobs from the me nu bar. b. Select the Job ID created in the previous step at the top

of the screen. c. Press the Run Now button.

A messages screen will appear indicating the backup has started and will also display a message with any warning or error messages and to indicate wh en the j ob has com pleted.

When configuration is complete, yo u may clos e this wi ndow.

Refer to the sections Local System Backup Devices and Backup Devices in the SBAdmin User Guide for further documentation.

Storix System Backup Administrator 4 Quick Start Guide

4. Create the SBAdmin CDROM Boot Media

A SBAdmin System Backup contains all of the backup d ata and the information needed to recreat e the s ystem and restore the data. However, to access the System Recov ery Process, a bootable CDROM must be created and used to boot the to the system installation process.

Refer to the System Recovery Guide for more details on creating boot media.

Note: If you are using a Disk System Backup Device (SBDIR), the disk was made bootable at the tim e of configuration. Therefore, it may not be necessary for you to create the CDROM media.

Note: A full system backup writ ten to ta pe on an AIX o r IBM PowerLinux system will automatically make the tape bootable. It is not necessary to create the CDROM media, but usually a good idea as a secondary boot media.

To create CDROM Boot Media:

a. Select Utilities!Create/Ma nage B oot Medi a! CDROM

Boot Images from the menu bar. The Create CDROM

Boot Image Media screen will appear.

b. Enter a name for the boot image in the CDROM Boot

Image Name (any descriptive name of the boot image system type, etc).

c. Press the Create/Update button to create the boot media

The Create Boot Media Status screen will display. When complete, a message informing you of the co mpleti on of the process and that you may now copy the image to a CDROM device

You must copy the CDROM image to a C DR/CDRW device before it can be used for system recovery. For instructions,

press the Yes button when asked if you wish to view this README now.

When done, press the Cancel button to close and return to the prior screen.

It is always good practice to This will not harm the system, but will ensure that you are able to bring the system up into the SBAd min System Recovery Process. The system may boot from CDROM by default if it is inserted. If not, you should refer to your h ardware s ystem documentation for instructions on how to enter the BIOS or system firmware to select the pr oper device to boot f rom.

Refer to the AIX, Linux, or Sol aris System Recovery Guide section Creating Boot Media f or System Install ation for further instructions

test the SBAdmin boot media .

Storix System Backup Administrator 5 Quick Start Guide

TSM Edition Quick Start

The following steps are for SBAdmin TSM Edition. It is assumed that the SBAdmin interface is runni ng, and the SBAdmin Client/Server software is installed on the TSM nodes. I t is not necessar y to install S BAdmin so ftware on the TSM serv er (unle ss it is also a n ode to backup). The following steps describe how to c onfigu re a client (node ) and a T SM serve r, create a backup job which writes a system backup from a node to the TSM server, and make CDROM ISO boot media to be used for performing system recovery.

1. Create the SBADMIN Management Class

All SBAdmin backups will be stored under a TSM management class named SBADMIN. This management class is created on the TSM server (not within SBAdmin) and must not allow versioning.

To create the management clas s: a. Login to the TSM server using dsmadmc.

b. Define the SBADMIN Management Class by typing:

DEFINE MGMTCLASS policydomain policyset

SBADMIN

(where policydomain and policyset are names defined in your TSM server configuration)

c. Define a new Copygroup by t yping:

DEFINE COPYGROUP policydomain policyset SBADMIN type=backup destination=backuppool

verexists=1 retonly=0

d. Activate the Policyset by typing:

ACTIVATE POLICYSET policydomain policyset

2. Configure Clients/Nodes

A client is a system that will be backed up using SBAdmin. Each client should already be registered as a TSM nod e on the TSM server.

Note: The Administrator must be co nfigured as a SBAd min client so that it may manage all backup operations.

To add a client: a. Select Configure!Clients from the menu bar. The TSM

Clients (nodes) window will appear.

b. In the Client Hostname/IP field, type the hostname or IP

address of the client.

c. The NODEname field will default to the hostname you

entered, but you may change it if the nodename is different.

d. If the TSM server will be using “PASSWORDAccess

PROMPT” then you must provide the Node Password when configuring the client/node.

Refer to the SBAdmin TSM Edition User Guide section Configuring Clients for further documentation.

3. Configuring TSM Servers

When configuring a TSM server, you will need to know the following:

• PASSWORDAccess method

• TSM Administrator UserID (must have System or

Policy privilege)

• TSM Administrator Password

• TCPPort used by TSM server

a. Select Configure!Servers from the men u bar. The

Configure TSM Servers window will appear. b. In the TSM Server Name field, type the na me you wish to

use to identify this server. This may be any name you

like.

Note: The TCPServeraddress will default to the server

name you enter. If you did not use the hostname or IP

address of the TSM server in the Server Name field, you

must enter the hostname or IP address of the server

here. c. Select the PASSWORDAccess method. d. Enter the TSM Admin UserID and the TSM Admin

Password. e. Change the default TCPPort of 1500 to another value

only if configured differen tly f or yo ur TS M serve r. Press the Add/Change button to save the server information.

Then you may close the Confi gure TSM Ser vers wind ow.

Refer to the SBAdmin TSM Edition User Guide section Configuring TSM Servers for further documentation.

4. Creating a System Backup Job

User Guide for further documentation.

To configure a backup job: a. Select Configure!Backup Jobs from the menu bar an d

the Configure Backup Job screen will display. b. Enter a Job ID to identify this job. c. Select the TSM server from the from the TSM Server

Name listbox d. From the Profile Name listbox, select the

“FULL_SYSTEM” profile.

Storix System Backup Administrator 6 Quick Start Guide

e. In the Volume Group Name(s) or Zpool Name(s) field,

enter “all” or the individual volume groups or ZFS pools you wish to include in the backup.

f. Select the Client(s) you want to include in the backup

job.

g. Indicate the Backup Schedule for this backup job or

select to run the job “On Demand”.

h. Press the Save button to update the job c onfig uration an d

close the window.

5. Run the System Backup Job

The backup job will run according to the Backup Schedul e specified when creating the backup job in step #3. You ma y also start any job at any time as follows:

a. Select Actions!Run Backup Jobs from the me nu bar. b. Select the Job ID created in the previous step at the top

of the screen.

c. Press the Run Now button. A messages screen will appear indicating the backup has

started and will also display a message with any warning or error messages and to indicate wh en the j ob has com pleted.

6. Create the SBAdmin Boot Media

SBAdmin supports CDROM ISO or Network boot medi a. Boot media can be stored on a central se rver o r on the cli ent fr om which it was created.

For the purpose of this Quick Start Guide , we will walk you through only creation of the CDROM bo ot medi a and st ore on the client from which it was created. R efer to th e System

Recovery Guide for more details on cr eating bo ot medi a.

To create CDROM Boot Media: a. Select Utilities!Create/Ma nage B oot Medi a! CDROM

Boot Images from the menu bar. The Create CDROM

Boot Image Media screen will appear. b. In the Boot Server Name listbox, or select “Store on

Client” to save the image on the client. c. Enter a name for the boot image in the CDROM Boot