Yosemite BACKUP INSTALLATION GUIDE
Installation Guide
Yosemite Backup®
Yosemite Technologies, Inc
ii Yosemite Backup Installation Guide
Notice
Information in this document is subject to change without notice. makes no representations or warranties with respect to the contents of this document and
specifically disclaims any implied warranties of merchantability or fitness for any particular purpose. Further, Yosemite Technologies, Inc reserves the right
to revise this publication and to make changes without obligation to notify any person or organization of such revisions or changes.
Copyright
Under copyright laws, the contents of this document may not be copied, photocopied, reproduced, translated or reduced to any electronic medium or
machine-readable form, in whole or in part, without prior written consent of Yosemite Technologies, Inc.
Copyright © 2002-2005 Yosemite Technologies, Inc. All rights reserved.
www.yosemitetech.com
Trademarks
Yosemite Backup® is a registered trademark of Yosemite Technologies, Inc.
Windows® and Windows NT® are registered trademarks of Microsoft Corporation.
NetWare® is a registered trademark of Novell, Inc.
Linux® is a registered trademark of Linus Torvalds. Red Hat® is a registered trademark of Red Hat, Inc. SuSE® is a registered trademark of SuSE Linux
Products GmbH, a Novell business.
UNIX® is a registered trademark of The Open Group. Solaris™ is a trademark of Sun Microsystems, Inc. SPARC® is a registered trademark of SPARC
International, Inc. Products bearing SPARC trademarks are based on an architecture developed by Sun Microsystems, Inc. FreeBSD® is a registered
trademark of FreeBSD Inc. and Walnut Creek CDROM.
Netscape® is a registered trademark of Netscape Communications Corporation. Java™ is a trademark of Sun Microsystems, Inc. Adobe®, Acrobat® and
Acrobat® Reader® are registered trademarks of Adobe Systems Incorporated. WinZip® is a registered trademark of WinZip Computing, Inc.
Pentium® and Celeron® are registered trademarks of Intel Corporation. AMD-K6®, AMD Athlon™ and AMD Duron™ are trademarks or registered
trademarks of Advanced Micro Devices, Inc.
Table of Contents
Before You Begin .......................................................................................................................... v
Yosemite Backup Documentation ................................................................................................... v
Printable Documentation............................................................................................................................................ v
Release Notes............................................................................................................................................................vi
Online Help.................................................................................................................................................................vi
Customer Support ......................................................................................................................................................vi
Chapter 1 - Installation Overview ................................................................................................. 1
System Requirements ..................................................................................................................... 1
Supported platforms ........................................................................................................................ 1
Installing a service pack .................................................................................................................. 2
Before You Install Yosemite Backup ............................................................................................... 2
Yosemite Backup management domain .................................................................................................................... 2
Yosemite Backup Service .......................................................................................................................................... 2
Yosemite Backup License.......................................................................................................................................... 3
Backup Devices.......................................................................................................................................................... 3
Installing Yosemite Backup ............................................................................................................. 3
Upgrading Yosemite Backup ........................................................................................................... 4
Migrating data to the Yosemite Backup catalog......................................................................................................... 4
Chapter 2 - Windows Operating Systems ................................................................................... 7
Yosemite Backup Installation Manager Overview............................................................................ 7
Launch Yosemite Backup Installation Manager............................................................................... 7
Using Yosemite Backup Installation Manager ................................................................................. 8
Install Yosemite Backup............................................................................................................................................. 8
Upgrade Yosemite Backup ...................................................................................................................................... 11
Remove Yosemite Backup....................................................................................................................................... 12
Chapter 3 - Non-Windows Operating Systems ......................................................................... 15
Yosemite Backup Installer Overview ............................................................................................. 15
Launch Yosemite Backup Installer ................................................................................................ 15
NetWare Launch ...................................................................................................................................................... 15
Linux/UNIX Launch .................................................................................................................................................. 16
Using Yosemite Backup Installer ................................................................................................... 17
Install Yosemite Backup........................................................................................................................................... 17
Upgrade Yosemite Backup ...................................................................................................................................... 20
Remove Yosemite Backup....................................................................................................................................... 21
Licenses ................................................................................................................................................................... 21
Chapter 4 - Installation Notes ..................................................................................................... 23
General Installation Notes .............................................................................................................23
Device Buffer Sizes.................................................................................................................................................. 23
Multiple SCSI Buses with Libraries .......................................................................................................................... 24
NetWare Installation Notes............................................................................................................ 24
Running Yosemite Backup for NetWare for the First Time...................................................................................... 24
Users with Adaptec Controllers Must Install the Latest Drivers ............................................................................... 24
Using NWASPI.CDM................................................................................................................................................ 24
Linux/UNIX Installation Notes ........................................................................................................ 26
Copying the Yosemite Backup Installer to a Local Disk........................................................................................... 26
Graphical User Interface .......................................................................................................................................... 26
Yosemite Backup Icon for the X Window Desktop................................................................................................... 26
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Linux Installation Notes ................................................................................................................. 26
SCSI Libraries may not be detected......................................................................................................................... 26
IDE/ATAPI Support .................................................................................................................................................. 27
Libraries missing from Linux distribution .................................................................................................................. 28
Recognizing LUNs.................................................................................................................................................... 29
Appendix A - Troubleshooting Guide ........................................................................................ 31
Troubleshooting Installation........................................................................................................... 31
I selected ‘Join existing Yosemite Backup management domain’ during installation, but the domain is not displayed
in the product............................................................................................................................................................ 31
When I try to log on to NDS, Yosemite Backup keeps asking for the password...................................................... 31
I can’t log on to Yosemite Backup............................................................................................................................ 31
I am using TCP/IP, but it cannot see other servers.................................................................................................. 31
Troubleshooting Backup Devices .................................................................................................. 32
I can’t see my tape drive on the Device property page. ........................................................................................... 32
My SCSI library is not active on the Device or Catalog views. ................................................................................. 32
Yosemite Backup does not recognize my SCSI library. The tape device is displayed, but not the library............... 32
Before You Begin
This Installation Guide provides all of the information necessary to effectively install Yosemite Backup.
It includes system requirements and step-by-step instructions.
In this section
• Yosemite Backup documentation
• Printable Documentation
• Release Notes
• Online Help
• Customer Support
Yosemite Backup Documentation
The following documentation is included with Yosemite Backup to help you install and use all of
Yosemite Backup’s features and options.
NOTE: In the following sections, <dir> represents the platform-specific directory on the Yosemite
Backup installation disk, for example, win (Windows), lin (Linux) and net (NetWare). In the following
sections, <lng> represents the language (e.g., eng (English), fre (French), ita (Italian), jpn (Japanese),
spa (Spanish), kor (Korean), chs (Simplified Chinese), and cht (Traditional Chinese).
Printable Documentation
The /doc directory on the Yosemite Backup CD-ROM contains the following printable documentation:
• Quick Start Guide (YTqks.pdf): Contains basic information to help you install and run Yosemite
Backup (multiple languages in one file).
• Installation Guide (YTins<lng>.pdf): Contains installation information for each supported platform.
• User’s Guide and Technical Reference (YTusr<lng>.pdf): Contains information for configuring and
using Yosemite Backup.
• Addendum (YTadd.pdf): Contains information on additional features (English only). This manual is
provided only when necessary.
NOTE: You can also download these documents from the Yosemite Backup website at
www.yosemitetech.com.
If you require extra copies of these manuals, you can print the PDF file. They were designed to be printed
one-sided, with a margin for placing them in a binder. For consistency with this manual, the page
numbers, page layout, table of contents and index are the same (except that the PDF file does not have
facing pages or odd/even headers).
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To view or print this documentation, Adobe Acrobat Reader (version 4.0 or higher) must be installed on
your Windows or X Window (Linux/UNIX) computer. If not currently installed, you can install it from
the Adobe Acrobat Reader website at http://www.adobe.com/products/acrobat/readstep2.html.
NOTE: Adobe Acrobat Reader does not offer versions for DOS or NetWare systems. Therefore, you can
only view or print the Yosemite Backup documentation on Windows or X Window (Linux/UNIX)
systems.
To print the documentation, open the appropriate file into Adobe Acrobat Reader. Choose Page Setup…
from the File menu and set the proper options for your printer. If your printer supports it, select the
Larger Print Area option. Then choose Print… from the File menu and print the document.
(You can also purchase additional printed and bound copies of this manual. Contact us at the numbers
listed below for additional information.)
Release Notes
Release notes are included with every service pack. Before installing Yosemite Backup, please read and
print the release notes for additional information. The release notes are available in both HTML
(readme.htm) and text (readme.txt) formats in the root directory of the CD-ROM.
Online Help
Windows
To view online help while using Yosemite Backup, select Contents from the Help menu. The online help
is displayed in a pop-up window.
For task-related or context-sensitive help while using Yosemite Backup, select a topic in the Dynamic
Help list.
Non-Windows
You can view online help from most Yosemite Backup screens by pressing F1.
Customer Support
You can get customer support for Yosemite Backup in one of the following ways:
• Visit our website at www.yosemitetech.com and fill out an Online Support Request Form. (For a
quick connection, select Web from the Yosemite Backup Help menu.)
• Fax us at (559) 449-1188.
• Phone us at (559) 449-8181. Telephone technical support is available Monday through Friday from
6:00 a.m. to 6:00 p.m Pacific Time and 7:00 a.m. to 4:00 p.m. GMT. We offer free phone support for
installation issues. For other issues, purchase a Yosemite Care contract or a phone incident.
Chapter 1 - Installation Overview
This section describes what you need to do to install Yosemite Backup.
In this section
• System Requirements
• Supported platforms
• Before You Install Yosemite Backup
• Installing Yosemite Backup
• Installing a service pack
System Requirements
Most operating systems list both minimum and recommended system requirements. As a general rule, if
your system meets the minimum requirements for the operating system, it will also meet the minimum
system requirements for Yosemite Backup. However, for better performance, we recommend that your
system meet or exceed the recommended system requirements.
For example, Windows XP Professional requires a 233 MHz Pentium or Celeron family or AMD-K6,
AMD Athlon or AMD Duron family processor, 64MB of RAM and 1.5GB of available hard disk space.
But Microsoft recommends a 300 MHz processor and 128MB of RAM.
Depending on your specific requirements, your system should also meet the following:
• 20 GB of hard disk space
The Yosemite Backup Catalog requires additional space. When you install Yosemite Backup on the
machine that will serve as the master server, Yosemite recommends that you select a hard drive other
than the default drive. A disk drive with at least an additional 20 GB is recommended.
• VGA display with 1024x768 resolution, for use with Windows or X Window
• Tape backup device for use with Bare Metal Disaster Recovery
• CD drive for Yosemite Backup installation (recommended)
• CD or DVD writer for use with the Bare Metal Disaster Recovery (recommended)
• Bootable tape backup device for use with Bare Metal Disaster Recovery (optional)
Supported platforms
Yosemite Backup is supported and has been tested with many different versions of Windows, NetWare,
Linux and UNIX operating systems. For a current list of supported platforms, visit
www.yosemitetech.com.
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NOTE: We always recommend that you install the latest service packs and updates for your operating
system.
Installing a service pack
Yosemite Backup is updated regularly. To ensure optimum performance and communication when you
update your installation to a newer service pack, install the same service pack on every machine that is
part of a Yosemite Backup management domain.
Before You Install Yosemite Backup
Even though Yosemite Backup is easy to install, you must first make some important decisions about
how to implement Yosemite Backup. Before you install Yosemite Backup, resolve the following issues.
Yosemite Backup management domain
When you install Yosemite Backup, you will define a Yosemite Backup management domain. Each
Yosemite Backup management domain includes one storage management server, a computer that
contains the Yosemite Backup catalog. Each Yosemite Backup management domain may also include
other computers, including other PC desktops or servers. Since Yosemite Backup is scalable, you can
easily upgrade your license whenever you need to expand the Yosemite Backup management domain.
To define the Yosemite Backup management domain, identify:
• The name of the new Yosemite Backup management domain (if creating a new Yosemite Backup
management domain).
• The computer that will be the storage management server.
• The PC desktops or servers that will belong to the Yosemite Backup management domain.
For more information about creating and managing Yosemite Backup management domains, refer to the
User’s Guide and Technical Reference.
Yosemite Backup Service
The Yosemite Backup service lets you schedule jobs to run automatically, whether or not an operator is
present. When installed, the Yosemite Backup service automatically loads at system startup. It runs in the
background without the user interface. At any time, you can start Yosemite Backup. Later, when you
close Yosemite Backup, the Yosemite Backup service continues to run in the background.
If the system loses power, the Yosemite Backup service automatically restarts following system restart.
Therefore, your backup jobs still run as scheduled.
You must install either Yosemite Backup or the Yosemite Backup service on each computer that will be
included in an automatic backup schedule.
NOTE: Yosemite Backup service is only available as a service on Windows and X Window (as a
daemon) (Linux/UNIX) platforms. The Yosemite Backup Agent is available for NetWare systems.
For information on configuring and using the Yosemite Backup service, refer to the User's Guide and
Technical Reference.
Chapter 1 - Installation Overview 3
Yosemite Backup License
When fully implemented, Yosemite Backup can work with any network configuration of Windows,
NetWare , UNIX and Linux machines with no limit of PC desktops, servers or backup devices. However,
depending on the edition or license that you purchased, the number of servers and the network platform
in a storage management domain may be limited. You can purchase licenses for a single PC desktop, a
single server or an unlimited number of servers. Likewise, your license determines whether Yosemite
Backup runs only on a Windows, NetWare, UNIX or Linux network or on a mixed network.
If you purchased a single server license, you can set up one storage management server in that Yosemite
Backup management domain. To add access to multiple servers in a single Yosemite Backup
management domain, you can purchase an upgrade to your license.
If you purchased a license to install on only one network platform, you cannot install on other network
platforms. To install on another network platform, you can purchase an upgrade to your license.
To create additional catalogs, you must purchase additional licenses. You can only create one catalog for
each license.
Backup Devices
Yosemite Backup supports a wide variety of tape devices, optical devices, storage media and libraries on
the market today. Because of the device driver design, you can add support for most new devices and
libraries by simply adding a few parameters in the Yosemite Backup configuration file. You can access
updated configuration files from our website (www.yosemitetech.com).
Yosemite Backup automatically detects and recognizes any backup devices or libraries attached to your
server or PC desktop. If your machine recognizes it as a valid device, then the device automatically
appears in the catalog.
If the device does not appear, make sure your machine or network recognizes the device. Refer to the
device documentation for more information.
Yosemite Backup also supports backups to virtual devices called D2D libraries. For information on
setting up a D2D library, refer to the User’s Guide and Technical Reference.
Installing Yosemite Backup
First, install all of your backup devices according to the manufacturer’s directions.
Second, install Yosemite Backup on the PC desktop or server that will contain the catalog. This creates a
Yosemite Backup management domain and identifies the directory in which the Yosemite Backup
catalog has been installed. Yosemite Backup uses this information to configure other machines that
belong in this Yosemite Backup management domain.
For Windows operating systems, refer to Chapter 2 - Windows Operating Systems. For NetWare, Linux
or UNIX operating systems, refer to Chapter 3 - Non-Windows Operating Systems.
Third, install Yosemite Backup on the other PC desktops or servers in the Yosemite Backup management
domain. When the Yosemite Backup installer displays available servers and Yosemite Backup
management domains, select the server or Yosemite Backup management domain to join.
NOTE: When you update Yosemite Backup by installing a service pack, always install it on every
machine included in the Yosemite Backup management domain.
4 Yosemite Backup Installation Guide
If you have any installation problems, refer to Appendix A – Troubleshooting Guide. You can also refer
to General Installation Notes and the installation notes for your platform in Chapter 4 - Installation
Notes.
Upgrading Yosemite Backup
Before you install Yosemite Backup in place of a pre-existing installation of Yosemite software, consider
the following:
• You must upgrade to the same version of Yosemite Backup on every machine in the Yosemite
Backup management domain in order to avoid incompatibilities between older and newer versions of
the software.
• Decide whether to install in place of a pre-existing Yosemite installation or to install alongside the
pre-existing software.
Upgrading to a new version of Yosemite Backup will remove the older software and all related data.
Make a full backup of your critical data for future use before you upgrade to Yosemite Backup.
Installing Yosemite Backup alongside a pre-existing installation of any previous versions of the
Yosemite Backup means that you will have two versions of our software running on the machine
simultaneously. Conflicts might arise if the old and new versions of the software are both
running as a service. Stop any previous versions of the Yosemite Backup service on the Yosemite
Backup backup server before you start the installation process.
WARNING: If you use the Upgrade command to convert any previous versions of the Yosemite Backup
storage management database immediately, any active previous versions of the Yosemite Backup
database will no longer be available. If you use the Install command to install Yosemite Backup
alongside any previous versions of the Yosemite Backup, you will not be able to convert the contents of
any previous versions of the Yosemite Backup database into the newer Yosemite Backup catalog.
Instead, you must import the contents of media with Import Media jobs.
Migrating data to the Yosemite Backup catalog
When you upgrade to Yosemite Backup, information in the older database about any file objects that
were backed up with any previous versions of the Yosemite Backup is converted into records in the
Yosemite Backup catalog. The types of objects that are converted and appended to the Yosemite Backup
catalog include word processing files, database instances like Microsoft SQL Server, Microsoft
Exchange, and Oracle, and other data files. System state information, settings for backup, restore or
verify jobs, and user information is not converted.
You may upgrade an older database to the new catalog in either of the following ways:
• Use the Upgrade command from the Yosemite Backup installer
• Import media created in Yosemite Backup into the new Yosemite Backup catalog
Each upgrade choice presents specific advantages. Use the Upgrade command to convert the database
and you can manage all legacy backups performed in any previous versions of the Yosemite Backup
immediately. Use Import Media jobs later to include information on media created in any previous
Chapter 1 - Installation Overview 5
versions of the Yosemite Backup and you can limit the amount of legacy backup data to be managed in
Yosemite Backup.
Chapter 2 - Windows Operating Systems
Yosemite Backup supports many versions of Windows. (Visit www.yosemitetech.com for a current list
of supported operating systems). A graphical user interface makes it easy to install and administer
Yosemite Backup.
In this section
• Yosemite Backup Installation Manager Overview
• Launch Yosemite Backup Installation Manager
• Using Yosemite Backup Installation Manager
Yosemite Backup Installation Manager Overview
The Yosemite Backup Installation Manager lets you easily install or remove Yosemite Backup from the
console prompt. Specifically, it:
• Guides you step-by-step through the installation process
• Offers online help
• Automatically detects active Yosemite Backup catalog servers
• Puts all of its files in one directory, unlike other software
• Requires no manual configuration
• Lets you perform a custom installation
• Upgrades Yosemite Backup and Yosemite Backup options automatically
• Lets you update your license key codes
First, launch the Yosemite Backup Installation Manager from the Yosemite Backup CD-ROM (see
Launch Yosemite Backup Installation Manager).
Second, use it to install or remove Yosemite Backup (see Using Yosemite Backup Installation Manager).
Launch Yosemite Backup Installation Manager
NOTE: If Yosemite Backup is running, you must close it before continuing.
To launch the Yosemite Backup Installation Manager
1. Insert the Yosemite Backup CD-ROM in your CD drive. The Yosemite Backup Installation Manager
launches automatically.
2. If the Installation Manager does not launch automatically, access the root directory on the Yosemite
Backup CD-ROM and double-click setup.exe.
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