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IBM Tivoli Storage Manager for Windows Backup-Archive Clients Version 7.1.3 Installation and User's Guide IBM

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  • IBM Tivoli Storage Manager for Windows Backup-ArchiveClientsVersion 7.1.3

    Installation and User's Guide

    IBM

  • IBM Tivoli Storage Manager for Windows Backup-ArchiveClientsVersion 7.1.3

    Installation and User's Guide

    IBM

  • Note:Before you use this information and the product it supports, read the information in Notices on page 773.

    Fifth edition (September 2015)

    This edition applies to version 7, release 1, modification 3 of IBM Tivoli Storage Manager (product numbers5608-E01, 5608-E02, and 5608-E03) and to all subsequent releases and modifications until otherwise indicated in neweditions.

    Copyright IBM Corporation 1993, 2015.US Government Users Restricted Rights Use, duplication or disclosure restricted by GSA ADP Schedule Contractwith IBM Corp.

  • Contents

    Tables . . . . . . . . . . . . . .. xi

    About this publication . . . . . . .. xiiiWho should read this publication. . . . . .. xiiiPublications . . . . . . . . . . . . .. xiiiConventions used in this publication . . . .. xivReading syntax diagrams . . . . . . . .. xiv

    New for Tivoli Storage ManagerVersion 7.1.3. . . . . . . . . . .. xvii

    Chapter 1. Installing the Tivoli StorageManager backup-archive clients . . .. 1Upgrading the backup-archive client . . . . .. 1

    Upgrade path for clients and servers . . . .. 1Considerations for migrating between processorarchitectures x32 and x64 . . . . . . . .. 1Additional upgrade information . . . . . .. 2Automatic backup-archive client deployment .. 3

    Client environment requirements . . . . . .. 5Windows client environment requirements . .. 6

    Windows client installable components . .. 6System requirements for Windows clients. .. 6Windows client communication methods . .. 6Backup-archive client features that are availableon Windows platforms . . . . . . . .. 6Windows supported file systems. . . . .. 7

    NDMP support requirements (Extended Edition only) 7Installation requirements for backing up andarchiving Tivoli Storage Manager FastBack client data 8Client configuration wizard for Tivoli StorageManager FastBack . . . . . . . . . . .. 9Tivoli Storage Manager Windows client installationoverview . . . . . . . . . . . . . .. 9

    Windows client installation might require a reboot 9Installation procedures . . . . . . . .. 10

    Installing the Windows client for the first time 10Upgrading the Windows client . . . . .. 14Reinstalling the Windows client . . . .. 18Silent installation . . . . . . . . .. 18Modifying, repairing, or uninstalling theWindows client . . . . . . . . . .. 22

    Troubleshooting problems during installation .. 24Software updates . . . . . . . . . .. 25

    Installing the client management service to collectdiagnostic information. . . . . . . . . .. 25

    Chapter 2. Configure the Tivoli StorageManager client . . . . . . . . . .. 27Client options file overview . . . . . . . .. 27

    Creating and modifying the client options file .. 29Create a shared directory options file . . . .. 31Creating multiple client options files . . . .. 31

    Environment variables. . . . . . . . . .. 32

    Web client configuration overview. . . . . .. 32Configuring the web client on Windows systems 33

    Configuring the scheduler . . . . . . . .. 35Comparison between client acceptor-managedservices and traditional scheduler services . .. 35Configuring the client to use the client acceptorservice to manage the scheduler . . . . .. 36

    Starting the client scheduler . . . . . . . .. 37Scheduling events using the GUI . . . . .. 37

    Configuring Tivoli Storage Manager client/servercommunication across a firewall . . . . . .. 38Configuring Tivoli Storage Manager client/servercommunication with Secure Sockets Layer . . .. 41

    Certificate Authorities root certificates . . .. 43Configure your system for journal-based backup .. 44

    Configuring the journal engine service . . .. 44JournalSettings stanza (Windows) . . . .. 46JournalExcludeList stanza . . . . . .. 48JournaledFileSystemSettings stanza . . .. 48Overriding stanzas . . . . . . . . .. 52

    Client-side data deduplication . . . . . . .. 52Configuring the client for data deduplication .. 56Excluding files from data deduplication . . .. 58

    Automated client failover configuration and use .. 59Automated client failover overview . . . .. 59

    Requirements for automated client failover .. 60Restrictions for automated client failover .. 61Failover capabilities of Tivoli Storage Managercomponents . . . . . . . . . . .. 62

    Configuring the client for automated failover .. 62Determining the status of replicated client data 64Preventing automated client failover . . . .. 65Forcing the client to fail over . . . . . .. 65

    Configuring the client to back up and archive TivoliStorage Manager FastBack data . . . . . . .. 66Configuring Tivoli Storage Manager to protectFastBack client data . . . . . . . . . .. 67Configuring the backup-archive client in a clusterserver environment . . . . . . . . . . .. 68

    Protecting data in MSCS clusters (WindowsServer clients) . . . . . . . . . . .. 69

    Configuring cluster protection (WindowsServer clients) . . . . . . . . . .. 69

    Configure the web client in a cluster environment 70Configure the web client to process clusterdisk resources . . . . . . . . . .. 70

    Frequently asked questions . . . . . . .. 77Configuring online-image backup support . . .. 80Configuring Open File Support . . . . . . .. 80Configuring NetApp and Tivoli Storage Managerfor snapshot difference incremental backups . .. 81

    Protection for clustered-data ONTAP NetApp fileserver volumes . . . . . . . . . . .. 82SnapMirror support for NetAppsnapshot-assisted progressive incremental backup(snapdiff) . . . . . . . . . . . . .. 84

    Copyright IBM Corp. 1993, 2015 iii

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  • Register your workstation with a server . . . .. 87Closed registration . . . . . . . . . .. 87Open registration . . . . . . . . . .. 88

    Creating an include-exclude list . . . . . .. 88Include-exclude options . . . . . . . .. 89

    Exclude file spaces and directories. . . .. 90Include-exclude statements for networked filesystems. . . . . . . . . . . . .. 91Exclude files and directories from ajournal-based backup . . . . . . . .. 92Control processing with exclude statements . 92System files to exclude . . . . . . .. 93Exclude files with UNC names . . . . .. 94Include and exclude files that containwildcard characters . . . . . . . . .. 94Include and exclude groups of files withwildcard characters . . . . . . . . .. 95Examples using wildcards with include andexclude patterns . . . . . . . . . .. 96

    Determine compression and encryptionprocessing . . . . . . . . . . . . .. 97Preview include-exclude list files . . . . .. 98Include and exclude option processing . . .. 99Processing rules when using UNC names . .. 101

    Explicit use of UNC names for remote drives 101Conversion of DOS pathnames for fixed andremote drives . . . . . . . . . .. 101Character-class matching examples . . .. 101

    Chapter 3. Getting started . . . . .. 103Backup-archive client operations and securityrights . . . . . . . . . . . . . . .. 103

    Backup Operators group operations . . . .. 105Considerations before you start using a BackupOperators group account . . . . . . .. 105

    Permissions required to restore files that useadaptive subfile backup . . . . . . . . .. 106Permissions required to back up, archive, restore orretrieve files on cluster resources . . . . . .. 106Tivoli Storage Manager client authentication . .. 106User account control . . . . . . . . . .. 107

    Enabling client access to network shares whenUAC is enabled . . . . . . . . . .. 107

    Starting a Java GUI session . . . . . . . .. 108Tivoli Storage Manager password . . . .. 109Setup wizard . . . . . . . . . . .. 109

    Starting a command-line session . . . . . .. 109Using batch mode . . . . . . . . . .. 109Issuing a series of commands by usinginteractive mode . . . . . . . . . .. 110Displaying Euro characters in a command-lineprompt . . . . . . . . . . . . .. 110Use options on the DSMC command . . .. 111

    Specifying input strings that contain blank spacesor quotation marks . . . . . . . . . .. 111Starting a web client session . . . . . . .. 112

    User privileges . . . . . . . . . . .. 113Start the client scheduler automatically . . . .. 113Changing your password . . . . . . . .. 113Sorting file lists using the Tivoli Storage ManagerGUI . . . . . . . . . . . . . . .. 115

    Displaying online help . . . . . . . . .. 116Ending a session . . . . . . . . . . .. 116Online forums . . . . . . . . . . . .. 117

    Chapter 4. Backing up your data . .. 119Planning your backups (Windows) . . . . .. 119Which files are backed up . . . . . . . .. 120Open file support for backup operations . . .. 121Backing up data using the GUI . . . . . .. 123

    Specifying drives in your domain . . . .. 124Backing up data using the command line . . .. 125Deleting backup data . . . . . . . . . .. 126When to back up and when to archive files . .. 127Pre-backup considerations (Windows) . . . .. 128

    LAN-free data movement . . . . . . .. 128LAN-free prerequisites . . . . . . .. 128LAN-free data movement options . . .. 128

    Unicode file spaces (Windows) . . . . .. 129Incremental backups on memory-constrainedsystems . . . . . . . . . . . . .. 129Incremental backups on systems with a largenumber of files . . . . . . . . . . .. 130Performing a backup with limited bandwidth 131Control processing with an include-exclude list 131Data encryption during backup or archiveoperations . . . . . . . . . . . .. 132Maximum file size for operations. . . . .. 133How Tivoli Storage Manager handles long userand group names . . . . . . . . . .. 133

    Incremental, selective, or incremental-by-datebackups (Windows) . . . . . . . . .