IBM Spectrum Storage Professional Certification Program Study Guide Series Exam C9060-521 - IBM Spectrum Protect V8.1 Implementation

Purpose of Exam Objectives .................................................................... 3

High-level Exam Objectives ..................................................................... 4

Detailed Exam Objectives ........................................................................ 6

SECTION 1: Planning .............................................................................................. 6

SECTION 2: Installation .......................................................................................... 9

SECTION 3: Configuration ................................................................................... 16

SECTION 4: Administration .................................................................................. 20

SECTION 5: Problem Determination .................................................................... 28

Next Steps ............................................................................................... 31

Purpose of Exam Objectives

When an exam is being developed, the Subject Matter Experts work together to define the role the certified individual will fill. They define all of the tasks and knowledge that an individual would need to have in order to successfully implement the product. This creates the foundation for the objectives and measurement criteria, which are the basis for the certification exam. The Spectrum Storage Certification item writers use these objectives to develop the questions that they write and which will appear on the exam. It is recommended that you review these objectives. Do you know how to complete the task in the objective? Do you know why that task needs to be done? Do you know what will happen if you do it incorrectly? If you are not familiar with a task, then go through the objective and perform that task in your own environment. Read more information on the task. If there is an objective on a task there is about a 95% chance that you WILL see a question about it on the actual exam. After you have reviewed the objectives and completed your own research, then take the assessment exam. While the assessment exam will not tell you which question you answered incorrectly, it will tell you how you did by section. This will give you a good indication as to whether you are ready to take the actual exam or if you need to further review the materials. Note: This is the high-level list of objectives. As you review these objectives, click for a more detailed level of how to perform the task.

High-level Exam Objectives

SECTION 1: Planning

1.1 Review the customer's environment

1.2 Determine client backup methodology based on client data

1.3 Discuss current IBM Spectrum Protect rebranding and the continuous development cycle

1.4 Discuss the different licensing models

SECTION 2: Installation

2.1 Install and configure the server; configure database and log space

2.2 Register the IBM Spectrum Protect license

2.3 Install administrative client command line

2.4 Install and configure the backup-archive client

2.5 Define storage hardware devices

2.6 Install and configure Operations Center

2.7 Install and configure IBM Spectrum Protect HSM or IBM Spectrum Protect for Space Management on the Spectrum Protect Backup/archive clients. (Windows and UNIX)

2.8 Prepare, install, configure and control IBM Spectrum Protect for Virtual Environments Version 7.1

2.9 Identify, understand and configure the IBM Spectrum Protect Snapshot solution as provided within the IBM Spectrum Protect software suite

2.10 Determine how to set up the secure user communication in the IBM Spectrum Protect server

2.11 Prepare, install, and configure IBM Spectrum Protect for Mail and IBM Spectrum Protect for Databases

SECTION 3: Configuration

3.1 Define Tape-Libraries

3.2 Set up Policies

3.3 Define Client Schedules

3.4 Set up client-side data deduplication

3.5 Identify, configure and control the tape volume lifecycle in IBM Spectrum Protect

3.6 Install, configure and manage the IBM Spectrum Protect software server/client in a clustered environment

3.7 Convert traditional pools to container storage

SECTION 4: Administration

4.1 Design traditional storage pool architecture

4.2 Set up traditional storage pools

4.3 Set up directory container storage

4.4 Set up cloud containers

4.5 Define a copy pool/active data pool

4.6 Define data expiration

4.7 Automate administrative processes by admin scheduling and IBM Spectrum Protect scripting

4.8 Set up levels of administrative privileges

4.9 Back up the IBM Spectrum Protect database

4.10 Manage client options and client option sets

4.11 Establish include/exclude lists

4.12 Set up the Client Acceptor Daemon (CAD)

4.13 Create Server pair to allow Storage pool protection and node replication

4.14 Set up server-to-server communications

4.15 Configure and manage the IBM Spectrum Protect options related to the server groups

4.16 Configure the IBM Spectrum Protect server and client options to enable the possibility to restore or retrieve files from one workstation to another

4.17 Set up and backup NAS data NDMP; SnapDiff

4.18 Move container

4.19 Assign alerts

4.20 Transfer data to another tape technology

4.21 Set up custom reports in the Operations Center

SECTION 5: Problem Determination

5.1 Monitor alerts in the Operations Center

5.2 Perform problem determination on the server

5.3 Perform library, volume, and container audits to identify problems

5.4 Repair problems in libraries, volumes, and containers

5.5 Determine problems with the network

5.6 Perform problem determination on the database

5.7 Perform problem determination on the client

Detailed Exam Objectives

SECTION 1: Planning

1.1. Review the customer's environment

SUBTASK(S): 1.1.1. Identify appropriate blueprint architecture

1.1.2. Review SLAs

1.1.3. Determine DR requirements

1.1.4. Identify need for Bare Machine Recovery or System backup and recovery

1.1.5. Review existing network topology

1.1.5.1. technology (SAN, LAN)

1.1.5.2. bandwidth

1.1.5.3. Identify firewall requirements

1.1.6. Identify the data storage methodology

1.1.6.1. traditional disk to tape

1.1.6.2. container storage pools (directory or cloud)

1.1.6.3. hybrid

1.1.7. Review customers’ current hardware environment

1.1.8. Determine customer’s software

1.2. Determine client backup methodology based on client data

SUBTASK(S): 1.2.1. Identify number of servers hosting unstructured data

1.2.2. Identify number and type of databases

1.2.2.1. Determine full backup size

1.2.2.2. Determine log activity for the databases

1.2.3. Identify number and type of email server application

1.2.3.1. Determine full backup size

1.2.3.2. Identify the need for single item recovery from backup vs. single mail

recovery from mail archive

1.2.4. Identify client’s virtual environment platform

1.2.4.1. Identify applications running in the virtual environments and check for

application protection possibilities

1.2.5. Identify client’s storage systems

1.2.6. Identify remote office data backup requirements

1.2.6.1. Determine the performance of existing connections and propose

appropriate data reduction technologies build into IBM Spectrum Protect

1.2.7. Identify backup requirements of remote office data

1.2.8. Identify regulatory and/or company’s long term data retention policies

1.2.9. Propose appropriate backup methodology

1.2.9.1. Mail Systems requiring online backups (IBM Spectrum Protect for Mail)

1.2.9.1.1. Exchange

1.2.9.1.2. Domino

1.2.9.2. Databases requiring online backups (IBM Spectrum Protect for

Databases)

1.2.9.2.1. Oracle

1.2.9.2.2. SQL

1.2.9.3. Virtual Systems that should be backed up using snapshots (IBM

Spectrum Protect for Virtual Environments)

1.2.9.3.1. VMware

1.2.9.3.2. HyperV

1.2.9.4. Servers that benefit from HSM technologies (IBM Spectrum Protect for

Space Management)

1.2.9.4.1. HSM for Windows

1.2.9.4.2. Space Management for UNIX / Linux

1.2.9.5. Systems that are candidates for LAN-free backups (IBM Spectrum

Protect for SAN)

1.2.9.6. SAP Systems requiring online backups (IBM Spectrum Protect for

Enterprise Resource Planning)

1.3. Discuss current IBM Spectrum Protect rebranding and the continuous

development cycle

SUBTASK(S): 1.3.1. Explain which version of IBM Tivoli Storage Manager is now the first IBM

Spectrum Protect version

1.3.2. Explain the new product names of the IBM Spectrum Protect Individual Product

Offerings and match them to the old names.

1.3.2.1. IBM Spectrum Protect for Data Retention - IBM System Storage Archive

Manager

1.3.2.2. IBM Spectrum Protect Snapshot - Tivoli Storage FlashCopy Manager

1.3.2.3. IBM Spectrum Protect - Tivoli Storage Manager

1.3.2.4. IBM Spectrum Protect for Extended Edition - Tivoli Storage Manager

Extended Edition

1.3.2.5. IBM Spectrum Protect for Databases - Tivoli Storage Manager for

Databases

1.3.2.6. IBM Spectrum Protect for Enterprise Resource Planning - Tivoli Storage

Manager for Enterprise Resource Planning

1.3.2.7. IBM Spectrum Protect for Space Management - Tivoli Storage Manager

for Space Management

1.3.2.8. IBM Spectrum Protect for SAN - Tivoli Storage Manager for Storage Area

Networks

1.3.2.9. IBM Spectrum Protect for Virtual Environments - Tivoli Storage Manager

for Virtual Environments

1.3.2.10. IBM Spectrum Protect HSM for Windows - Tivoli Storage Manager HSM

for Windows

1.3.3. Explain the new names of the Bundled Product Offerings

1.3.3.1. IBM Spectrum Protect Entry- Tivoli Storage Manager Entry

1.3.3.2. IBM Spectrum Protect Suite - Tivoli Storage Manager Suite for Unified

Recovery

1.3.3.3. IBM Spectrum Protect Suite Entry - Tivoli Storage Manager Suite for

Unified Recovery Entry

1.3.3.4. IBM Spectrum Protect Suite Entry - Front End - Tivoli Storage Manager

Suite for Unified Recovery Entry - Front End

1.3.3.5. IBM Spectrum Protect Suite - Front End - Tivoli Storage Manager Suite

for Unified Recovery - Front End

1.3.4. Explain the concept of IBM Spectrum Protect update delivery that is more

frequent and customer focused.

1.3.4.1. Continuous delivery, target is quarterly deliverables

1.3.4.2. Large items (e.g. container storage pools) will deliver and built over

multiple deliveries

1.3.4.3. Development teams "agile" and practicing "IBM Design Thinking"

1.3.4.3.1. Agile - How we do development and deliver

1.3.4.3.2. IBM Design Thinking - Who we are building for and What’s

needed

1.4. Discuss the different licensing models

SUBTASK(S): 1.4.1. Gather information regarding the customer’s current license contract for IBM

Spectrum Protect

1.4.2. Check for required application and virtualization advanced agents

1.4.2.1. Determine the need to install advanced agents within virtual guests

1.4.3. Determine the amount of data to be protected on the client’s storage systems

(front end data)

1.4.4. Estimate the data reduction ratio that could be achieved using different types of

storage pool technologies (backend data)

1.4.5. Discuss the different volume based license models (Suite for Unified Recovery)

1.4.6. Check for required advanced agents or features not covered with the Suite for

Unified Recovery

1.4.7. Compare the different licensing models

SECTION 2: Installation

2.1. Install and configure the server; configure database and log space

SUBTASK(S): 2.1.1. Verify software and hardware requirements

2.1.2. Access the IBM Spectrum Protect V8.1.0 server code from download file or DVD

2.1.3. Access updates for server code and patches

2.1.4. Extract code to install directory.

2.1.5. Follow wizard steps or command line installation method.

2.1.6. Define a user as IBM Spectrum Protect database instance owner

2.1.7. Define the IBM Spectrum Protect Server home directory

2.1.7.1. Grant access for the home directory to the instance owner

2.1.8. Define directories for the IBM Spectrum Protect database

2.1.8.1. Grant access to these directories to the instance owner

2.1.9. Define directories for the IBM Spectrum Protect recovery logs (active log, archive

log, active log mirror, archive log failover)

2.1.9.1. Grant access to these directories to the instance owner

2.1.10. Configure the IBM Spectrum Protect database and specify the size of the active

log (or use default size)

2.1.10.1. commands

2.1.10.2. console wizard

2.1.10.3. GUI wizard

2.2. Register the IBM Spectrum Protect license

SUBTASK(S): 2.1.1. Gather information regarding the customer’s current license contract for IBM

Spectrum Protect

2.1.2. Determine the number of licenses required

2.1.3. Use REGISTER LICENCE FILE=BASIC.LIC or REGISTER LICENCE

FILE=EE.LIC

2.1.4. Issue the QUERY LICENSE command to verify IBM Spectrum Protect is

registered.

2.3. Install administrative client command line

SUBTASK(S): 2.3.1. Verify software and hardware requirements.

2.3.2. Access the IBM Spectrum Protect V8.1.0 backup-archive code

2.3.3. Extract code to install directory.

2.3.4. Follow wizard steps (for Windows) or use the command line installation method.

2.3.4.1. Use custom installation for Windows to install administrative client.

2.3.5. Create client options file

2.3.5.1. Create dsm.opt or use the client options file configuration wizard

2.3.5.2. Enter communication method, server address, and port 1500, or

comparable port.

2.4. Install and configure the backup-archive client

SUBTASK(S): 2.4.1. Verify software and hardware requirements.

2.4.2. Access the IBM Spectrum Protect V8.1 backup-archive code.

2.4.3. Extract code to install directory.

2.4.4. Follow wizards steps or command line installation method.

2.4.5. Create client options file

2.4.5.1. Create dsm.opt or use the client options file configuration wizard

2.4.5.2. Enter nodename, communication method, server address, and port

1500, or comparable port.

2.4.6. Use the wizard to set up the web client

2.4.6.1. Configure the client scheduler service/daemon.

2.4.7. Utilize the operations center or command to associate the node with schedules

and policies.

2.4.7.1. Connect to the server to verify it works.

2.5. Define storage hardware devices

SUBTASK(S): 2.5.1. Verify the device is supported

2.5.1.1. Check the IBM Spectrum Protect Supported Devices website for device

support

2.5.1.2. Determine whether the device is supported by a device driver provided

by the vendor or requires the IBM Spectrum Protect device driver

2.5.2. Determine element numbers for libraries with multiple drives from the website

2.5.3. Download appropriate device drivers

2.5.1.3. Download Tivoli device drivers for non-IBM devices.

2.5.1.4. Download IBM device drivers for IBM devices.

2.5.1.5. Define an unsupported drive as GENERICTAPE.

2.5.4. Install device driver according to the manufacturers documentation

2.5.5. Depending on the Operating System configure appropriate device drivers.

2.5.6. Identify media types available with customer's hardware.

2.5.7. Determine network connectivity and protocols available, use the IBM Spectrum

Protect utilities like TSMDLST to list the information

2.5.8. The same steps for the path definitions have to be repeated for every IBM

Spectrum Protect Storage Agent

2.5.9. If the IBM Spectrum Protect server is set up as library manager, the same steps

have to be repeated for the IBM Spectrum Protect library Clients

2.5.10. Configure library, drives, path.

2.5.11. If necessary use the command “perform libaction” when updates or

reconfiguration has to be done.

2.6. Install and configure Operations Center

SUBTASK(S): 2.6.1. Determine method to secure communications

2.6.2. Choose the system on which to install the Operations Center

2.6.2.1. Choose a hub server

2.6.2.2. Determine spoke servers to be monitored

2.6.2.3. Specify a collection period for the Operations Center data

2.6.2.4. Specify at-risk settings for the 3 types of IBM Spectrum Protect clients

being monitored.

2.6.3. Set values for the amount of time Alerts are retained depending on the type

2.6.4. Configure custom alerts as necessary

2.6.5. Assign alerts as necessary

2.6.6. Configure notification

2.6.7. Configure monitoring and email alerting using Operations Center.

2.7. Install and configure IBM Spectrum Protect HSM or IBM Spectrum Protect for

Space Management on the Spectrum Protect Backup/archive clients. (Windows and UNIX)

SUBTASK(S):

2.7.1. Before installing the IBM Spectrum Protect for Space Management client on any

system, review the general requirements and considerations:

2.7.1.1. anti-virus software

2.7.1.2. how often these files are accessed

2.7.1.3. how the filesystem is accessed.

2.7.2. Install on the IBM Spectrum Protect Backup-Archive client the space

management software.

2.7.3. Describe the difference between the IBM Spectrum Protect HSM for Windows

and the IBM Spectrum Protect space management for UNIX

2.7.4. Determine which client options are appropriate.

2.7.5. The IBM Spectrum Protect for Space Management client is configured by setting

options in the dsm.sys and dsm.opt files. The options generally affect all space-

managed file systems, and determine:

2.7.5.1. The Spectrum Protect servers to which files migrate or premigrate

2.7.5.2. The include-exclude file that applies for each Spectrum Protect server.

2.7.5.3. How often space usage is checked on your file systems

2.7.5.4. How often your file systems are automatically reconciled

2.7.5.5. How often candidates are searched for automatic migrations

2.7.5.6. How many automatic migration processes for each file system can

migrate files in parallel

2.7.5.7. How many days to keep an obsolete file copy in Spectrum Protect

storage before the copy expires.

2.7.5.8. Whether to use two-way orphan check reconciliation (for GPFS™ only)

2.7.6. Configure the management classes and storage pool destinations in the

Spectrum Protect server for the space managed data

2.7.7. Configure the Spectrum Protect HSM client

2.7.7.1. Adding and configuring space management for a file system

2.7.7.2. Migrating files

2.7.7.3. Backing up file systems before migrating

2.7.7.4. Recalling migrated files

2.7.7.5. Reconciling file systems

2.7.7.6. Space management daemons

2.7.8. Verify the client is working.

2.8. Prepare, install, configure and control IBM Spectrum Protect for Virtual

Environments Version 7.1

SUBTASK(S): 2.8.1. Find and read the multiple documentation resources that are provided to assist

with specific tasks because Data Protection for VMware provides several

components to assist with protecting your VMs, vApps, and organization vDCs.

2.8.2. Identify the customer's virtual environment backup needs and the product or

combination of products that will best fit their needs.

2.8.2.1. IBM Spectrum Protect for VE

2.8.2.2. Backup/Archive Client for in-guest backup

2.8.2.3. IBM Spectrum Protect Snapshot for VE

2.8.2.4. IBM Spectrum Protect data protection modules

2.8.3. Identify the different Data Protection for VMware types of backup and restore

functions:

2.8.3.1. Full VM backups

2.8.3.2. Incremental VM backups

2.8.3.3. File level restore with Self-Service GUI

2.8.3.4. File level restore with Administrative GUI

2.8.3.5. Instant restore

2.8.3.6. Full VM restore

2.8.3.6.1. Client Command line of datamover

2.8.3.6.2. Client GUI of datamover

2.8.3.6.3. IBM Spectrum Protect for Virtual Environments GUI

2.8.3.6.4. VMCLI

2.8.3.7. Full VM instant restore

2.8.3.8. Full VM instant access

2.8.4. Determine how IBM Spectrum Protect nodes are used in a virtual environment

2.8.4.1. vCenter node

2.8.4.2. datacenter node

2.8.4.3. VMCLI node

2.8.4.4. Data mover node

2.8.5. Determine which IBM Spectrum Protect for VE GUI to utilize:

2.8.5.1. direct access via GUI in Web

2.8.5.2. VMware Web Client directly in Web Browser

2.8.5.3. vSphere Windows Client

2.8.6. Set up data protection methodology

2.8.6.1. Incremental forever backup strategy

2.8.6.2. Periodic full backup strategy

2.8.6.3. Controlling which disks are processed

2.8.6.4. VM templates and vApps in a vSphere environment

2.8.6.5. Automated client failover

2.8.6.6. Full VM instant restore environment requirements

2.8.7. Set up Mount, file-level restore, and instant restore of volumes

2.8.7.1. Data Protection for VMware Recovery Agent configurations

2.8.7.2. Mounting snapshots overview

2.8.7.3. File-level restore overview

2.8.7.4. Instant restore overview

2.8.8. Configure Self-contained application protection

2.8.8.1. Application protection for Microsoft Exchange Server and SQL Server

2.8.8.2. Configure self-contained application protection

2.8.8.3. Verify self-contained application

2.8.8.4. Application protection for Active Directory domain controllers

2.8.9. Prepare the installation of Data Protection for VMware by reviewing prerequisite

information before attempting to install Data Protection for VMware

2.8.10. Installing Data Protection for VMware

2.8.10.1. Data Protection for VMware Recovery Agent

2.8.10.2. Recovery Agent command-line interface

2.8.10.3. Documents

2.8.10.4. Data Protection for VMware Enablement File

2.8.10.5. Data Protection for VMware vSphere GUI

2.8.10.6. Data Protection for VMware vCloud GUI

2.8.10.7. Data mover

2.8.10.8. Control the number of VMs are backed up in parallel

2.8.10.9. Control the number of VMs that sit on one host or datastore

2.8.11. Identify and know how to configure Data Protection for VMware

2.8.11.1. Use the configuration wizard for an initial configuration or to complete

minor changes.

2.8.11.2. Use the Edit Configuration notebook to edit existing configuration

settings.

2.8.11.3. Start and run services for Data Protection for VMware

2.8.11.4. Target backup device configuration guidelines

2.8.11.5. Configure systems for iSCSI mount

2.8.11.6. Configure the Data Protection for VMware Recovery Agent GUI

2.8.11.7. Migrate to an incremental forever backup strategy

2.8.11.8. Integrate Spectrum Protect for Virtual Environments with Spectrum

Protect Snapshot for VMware

2.8.12. Identify the Data Protection for VMware backup scenarios for backing up

VMware vSphere or vCloud data.

2.8.12.1. vCloud environment backup scenarios

2.8.12.2. vSphere environment backup scenario

2.8.12.3. Incremental forever backup scenario

2.8.12.4. Periodic full backup scenario

2.8.12.5. Include scenarios

2.8.12.6. Management class scenarios

2.8.12.7. Control disk scenarios

2.8.12.8. Control disks used by applications

2.8.12.9. Cluster and data store backup scenarios

2.8.12.10. Parallel backup processing

2.8.12.11. Active Directory domain controller protection scenario

2.9. Identify, understand and configure the IBM Spectrum Protect Snapshot

solution as provided within the IBM Spectrum Protect software suite

SUBTASK(S): 2.9.1. Describe IBM Spectrum Protect Snapshot

2.9.1.1. Benefits of IBM Spectrum Protect Snapshot

2.9.1.2. Backup and restore methods with FlashCopy and snapshots

2.9.1.3. Database cloning

2.9.1.4. IBM Spectrum Protect Snapshot Software components

2.9.2. Evaluate capacity planning

2.9.3. Install IBM Spectrum Protect Snapshot on UNIX/Linux, Windows, VMware

systems

2.9.3.1. Install on the production server

2.9.3.2. Install separately on backup or clone servers

2.9.3.3. Install in silent mode

2.9.4. Configure IBM Spectrum Protect Snapshot on UNIX and Linux systems

2.9.5. Configure storage environments

2.9.5.1. Backup and clone server assignment

2.9.5.2. Managing backups and clones with the DEVICE_CLASS parameter

2.9.5.3. Configuring for remote mirroring

2.9.5.4. VSS Hardware Provider

2.9.5.5. IBM Spectrum Protect Snapshot for Microsoft Exchange Server

2.9.5.6. IBM Spectrum Protect Snapshot for Microsoft SQL Server

2.9.6. Configure IBM Spectrum Protect Snapshot for VMware systems

2.9.6.1. IBM Spectrum Protect Snapshot for VMware profile

2.9.6.2. IBM Spectrum Protect Snapshot for VMware target set definitions

2.9.6.3. Select the FLASHCOPY_TYPE

2.9.6.4. Attach a backup of an NFS datastore on IBM System Storage N series

and NetApp storage systems

2.9.6.5. Starting and stopping services for IBM Spectrum Protect Snapshot for

VMware

2.9.6.6. Password administration

2.9.6.7. GSKit configuration

2.10. Determine how to set up the secure user communication in the IBM

Spectrum Protect server

SUBTASK(S): 2.10.1. Check requirements, minimum levels of IBM Spectrum Protect servers and

clients

2.10.2. Configure Secure Socket layer (SSL) or Transport Layer Security (TLS) for

LDAP directory servers

2.10.2.1. Configure IBM Security Directory Server for TLS

2.10.2.2. Configure Windows Active Directory for TLS/SSL

2.10.3. Configure the IBM Spectrum Protect server to authenticate passwords with an

LDAP directory server

2.10.4. Register nodes and administrator IDs to authenticate passwords with an LDAP

directory server

2.10.5. Identify the LDAP directory server usage: effects on performance

2.11. Prepare, install, and configure IBM Spectrum Protect for Mail and IBM

Spectrum Protect for Databases

SUBTASK(S): 2.11.1. Determine the type of backup required.

2.11.2. Determine which version of the product is compatible with the applications.

2.11.3. Install the Spectrum Protect for Mail/Databases client

2.11.4. Configure the client

2.11.5. Determine retention policies to be configured

2.11.6. Modify the sample backup scripts to suit the environment.

2.11.7. Determine schedules timings.

SECTION 3: Configuration

3.1. Define Tape-Libraries

SUBTASK(S): 3.1.1. Identify OS-Devices for attached Libraries.

3.1.2. Configure Device Driver

3.1.2.1. Configure native vendor driver

3.1.2.2. If native driver not available, configure IBM Spectrum Protect generic

driver

3.1.3. Define Libraries in the IBM Spectrum Protect server

3.1.4. Check if SANDiscovery is enabled.

3.1.5. Define Library-Drives with “perform libaction” for each library.

3.1.6. If SANDiscovery is unavailable:

3.1.6.1. Define Paths to Libraries

3.1.6.2. Define Drives for each Library

3.1.6.3. Define Paths to Drives

3.1.7. Check if Autolabel and Resetdrives are set correctly

3.1.8. Check if Relabelscratch should be used

3.2. Set up Policies

SUBTASK(S): 3.2.1. Identify different requirements to group in different Policy Domains.

3.2.2. Define Policy Domains

3.2.3. Define Policy Sets

3.2.4. Identify data retention requirements and define Management Classes

3.2.5. Define Backup and Archive Copy Groups per Management Class according to:

3.2.5.1. Retention times

3.2.5.2. Storage pool destination

3.2.5.3. Versioning for backup

3.2.6. Define Default Management Class per Policy Set

3.2.7. Validate Policy Set

3.2.8. Activate Policy Set

3.2.9. Associate nodes to policy

3.3. Define Client Schedules

SUBTASK(S): 3.3.1. Identify nodes which can group their operations at one time.

3.3.2. Determine which scheduling mode to use:

3.3.2.1. Polling

3.3.2.2. Server prompted

3.3.2.3. Any

3.3.3. Define schedules according to:

3.3.3.1. Policy Domains

3.3.3.2. Scheduled action

3.3.3.3. Scheduled starttime

3.3.4. Associate nodes to schedules

3.3.5. Configure and start client schedulers (either Traditional Client Scheduler or CAD

Managed Client Scheduler.)

3.3.6. Use the Operations Center wizard to create client schedules

3.4. Set up client-side data deduplication

SUBTASKS(S): 3.4.1. Identify nodes that have enough processing power to assist in deduplicating data

3.4.2. Configure the client option to enable client-side deduplication

3.4.2.1. Identify the data on the client

3.4.2.2. Define include/exclude statement

3.4.2.3. Determine if caching will be used, and the size and location.

3.4.2.4. Use the wizard in the archive backup GUI to set up client-side

dedupulication

3.4.3. Associate the client node with a policy to direct data to an appropriate storage

pool

3.5. Identify, configure and control the tape volume lifecycle in IBM Spectrum

Protect

SUBTASK(S): 3.5.1. Identify the different types of volumes in IBM Spectrum Protect (libvolume,

volume, drmedia)

3.5.2. Identify the different states of the tape volumes (scratch, private)

3.5.3. Identify how the lifecycle of a tape volume is controlled (volhistory)

3.5.4. Determine reusedelay value

3.5.5. Prepare a tapevolume to be used in IBM Spectrum Protect

3.5.5.1. Use autolabel option for SCSI and ACSLS libraries

3.5.5.2. Label LIBVOL and Checkin LIBVOL

3.5.6. Check a storage volume in to an automated library.

3.5.7. Make the tapevolume available in the tapelibrary for IBM Spectrum Protect

3.5.8. Ensure that every automated library is in a consistent state.

3.5.9. Check a storage volume out of an automated library.

3.5.10. Dismount a sequential, removable volume by the volume name.

3.5.11. Display information about one or more libraries.

3.5.12. Display information about a library volume.

3.5.13. Change the status of a storage volume.

3.6. Install, configure and manage the IBM Spectrum Protect software server/client in a clustered environment

SUBTASK(S): 3.6.1. Identify Cluster environment configuration and use

3.6.2. Identify the different types of cluster environments

3.6.2.1. Active/Active: Pool cluster resources

3.6.2.2. Active/Passive: Fault tolerant

3.6.2.3. Concurrent access

3.6.3. Configure the backup-archive client in a cluster environment

3.6.3.1. Check the prerequisites before configuring the backup-archive client to

back up cluster and non-cluster volumes

3.6.4. Configure an IBM Spectrum Protect server for Windows in a Microsoft failover

cluster environment

3.6.4.1. Microsoft Failover Cluster environment overview

3.6.4.2. Windows operating systems Tape failover for nodes in a cluster

3.6.4.3. Windows operating systems Planning for a clustered environment

3.6.4.4. Setting up IBM Spectrum Protect in a Microsoft Failover Cluster

3.6.4.5. Windows operating systems Maintaining the clustered environment

3.6.5. Configure IBM Spectrum Protect Snapshot to operate in clustered environments

with SQL Server, Exchange server or file system workloads.

3.6.5.1. IBM Spectrum Protect Snapshot for SQL: IBM Spectrum Protect

configuration

3.6.5.2. IBM Spectrum Protect Snapshot for Exchange: IBM Spectrum Protect

configuration

3.6.6. Configure an AIX environment for clustering

3.6.6.1. Requirements for a PowerHA cluster

3.6.6.2. PowerHA failover and failback

3.6.6.3. Installing the IBM Spectrum Protect server on a production node for

PowerHA

3.6.6.4. Installing the IBM Spectrum Protect client on a production node for

PowerHA

3.6.6.5. Verifying the configuration of the IBM Spectrum Protect server for

PowerHA

3.6.6.6. Defining the removable media storage devices to AIX for PowerHA

3.6.6.7. Completing the cluster manager and IBM Spectrum Protect

configurations

3.6.6.8. Troubleshooting the PowerHA clustered environment

3.6.7. Install IBM Spectrum Protect for Databases for Microsoft SQL Server in a cluster

environment

3.6.8. Install IBM Spectrum Protect for Mail for Microsoft Exchange Server in a cluster

environment

3.7. Convert traditional pools to container storage

SUBTASK(S): 3.7.1. Identify legacy dedup storage pools, FILE VTL or TAPE, to be converted

3.7.2. Determine the destination for converted tape, directory container storage or

cloud-container storage

3.7.3. Copy any TOC data backups in source pool to a (NATIVE OR NONBLOCK data

format) FILE or TAPE pool

3.7.4. Determine the total amount of data to be converted to determine requirements for

free space in the target pool

3.7.5. Run the process of conversion

3.7.5.1. Run the convert command

3.7.5.2. Use the Operations Center

3.7.5.3. Create schedule to run convert command

3.7.6. Verify completion of conversion to new pool(s) and address any cleanup required

3.7.7. Update policy to direct data to the new destination

SECTION 4: Administration

4.1. Design traditional storage pool architecture

SUBTASK(S):

4.1.1. Determine the types of storage pools that will be required

4.1.1.1. Determine daily backup total and number of files

4.1.1.2. Determine proper sizing for each storage pool

4.1.1.3. Determine migration delay to be used

4.1.2. Determine Offsite and Disaster Recovery requirements

4.1.3. Determine restore requirements

4.1.4. Create Primary Storage Pools

4.1.4.1. Set up colocation

4.1.5. Offsite copies of data required

4.1.5.1. Configure Disaster Recovery Module

4.1.5.2. Validate data retention

4.1.5.3. Define copy storage pools

4.1.5.4. Schedule copy storagepool process

4.1.6. User data restores required within one hour

4.1.6.1. Define Active Data Pool

4.1.6.1.1. Define volumes

4.1.6.1.2. Validate storage pool

4.1.7. Make offsite copies of required data

4.1.8. Restore data from backup storage pools to on-site storage pools

4.2. Set up traditional storage pools

SUBTASK(S): 4.2.1. Determine the SLA requirements for nodes for restoring

4.2.2. Determine which nodes uses which types of storage pools

4.2.3. Create traditional disk-to-tape storage pools

4.2.3.1. Create directories for disk and file storage pools on OS

4.2.3.2. Define needed device classes

4.2.3.3. Establish collocation requirements

4.2.3.4. Determine migration thresholds

4.2.3.5. Determine reclamation thresholds

4.2.3.6. Determine number of scratch volumes

4.2.3.7. Define volumes for disk device class storage pools

4.3. Set up directory container storage

SUBTASK(S): 4.3.1. Create directory container storage pools

4.3.1.1. Use the DEFINE STGPOOLDIRECTORY command to create the

directories that the storage pool uses to store containers

4.3.1.2. Use the Operations Center +Storage Pool tab to open the Add Storage

Pool wizard.

4.3.1.2.1. Select the server

4.3.1.2.2. Select directory

4.3.1.3. Use the command line or command builder to define a directory

container with the DEFINE STGPOOL STGTYPE=Directory command

4.3.1.3.1. Pooltype=primary

4.4. Set up cloud containers

SUBTASK(S):

4.4.1. Create cloud container storage pools

4.4.1.1. Use the Operations Center +Storage Pool tab to open the Add Storage

Pool wizard.

4.4.1.1.1. Select the server

4.4.1.1.2. Select on-premises or off-premises cloud

4.4.1.2. Use the command line or command builder to define a cloud container

with the DEFINE STGPOOL STGTYPE=CLOUD command

4.4.1.2.1. Pooltype=primary

4.4.1.2.2. Use the Cloudtype, Cloudidentity, and Cloudlocation

parameters

4.4.2. Add a directory container to a cloud storage pool.

4.5. Define a copy pool/active data pool

SUBTASK(S): 4.5.1. Define a sequential access storage pool with pooltype=copy/activedata

4.5.2. Set Reclamation threshholds (offsitereclamationlimit and reclaim percent)

4.5.3. Set reusedelay period.

4.5.4. Determine which device class to use.

4.5.5. Include a maxscratch value

4.5.6. Ensure pool size is sufficient to hold primary pool backups/active copies.

4.6. Define data expiration

SUBTASK(S): 4.6.1. Specify a retention period in a backup and/or archive copygroup

4.6.2. Define a backup copygroup with a specified number of versions to retain

4.6.3. Validate and activate corresponding policyset

4.6.4. Schedule or manually run expire inventory

4.7. Automate administrative processes by admin scheduling and IBM Spectrum

Protect scripting

SUBTASK(S): 4.7.1. Identify Server automation requirements

4.7.2. Automate server operations/housekeeping

4.7.3. Automate a basic administrative command schedule

4.7.3.1. Tailor schedules

4.7.3.2. Copy schedules

4.7.3.3. Delete schedules

4.7.4. Manage scheduled event records

4.7.5. Extract IBM Spectrum Protect Server scripts

4.7.6. Define a server script

4.7.7. Update a server script

4.7.8. Manage server scripts

4.7.9. Run a server script

4.7.10. Use macros

4.8. Set up levels of administrative privileges

SUBTASK(S):

4.8.1. Identify the level of privilege required for an administrator:

4.8.1.1. System,

4.8.1.2. Storage (restricted/unrestricted),

4.8.1.3. Policy (restricted/unrestricted),

4.8.1.4. Operator,

4.8.1.5. Node

4.8.1.6. Review that the admin privileges are correct for what the admin needs to

do in Operations Center

4.8.2. Issue commands:

4.8.2.1. Register Admin

4.8.2.2. grant authority

4.8.2.3. revoke authority

4.8.2.4. update Admin

4.9. Back up the IBM Spectrum Protect database

SUBTASK(S):

4.9.1. If necessary, check if storage pool backups are completed

4.9.2. Determine the device class, which should be used for the database backup

4.9.3. Determine type of database backup:

4.9.3.1. Full

4.9.3.2. Incremental

4.9.3.3. Snapshot

4.9.4. Start the database backup with BACKUP DB

4.9.4.1. Schedule

4.9.4.2. Manually run

4.9.4.3. Initiate with the Operations Center

4.9.5. Check the activity log for failures

4.9.6. Use the SET DBRECOVERY command to optimize the database backups

4.9.6.1. Define new device class

4.9.6.2. Number of threads

4.9.6.3. Compression

4.9.6.4. Protect keys yes or no

4.9.6.5. Password

4.10. Manage client options and client option sets

SUBTASKS: 4.10.1. Create a client options file for an individual node using the Client Configuration

Wizard

4.10.2. Create client options set and associate nodes

4.10.2.1. Define the cloptset

4.10.2.2. Define client options to the cloptset

4.10.2.3. Use the FORCE option to enforce a client option in a cloptset

4.10.2.4. Associate nodes with the cloptset

4.10.3. Update options for a specific client options file

4.10.3.1. Use Backup-archive client preferences editor to work with options

4.10.3.2. Use the text editor appropriate for your platform to work with options

4.10.4. Start the backup archive client to ensure all client options you set are valid

4.11. Establish include/exclude lists

SUBTASK(S): 4.11.1. Determine the need of excludes and/or includes for different Objects according

the customer SLA.

4.11.2. Determine the Objects that need to be encrypted

4.11.3. Determine the objects that needs to be compressed before sending to the

server.

4.11.4. Determine Objects that need special Management Classes. (for different

retention/destination storage pool needs)

4.11.5. Determine the filesystems that need to use the memory efficient backup

algorithm.

4.11.6. Determine the filespace, logical volume that needs to be backed up as image.

4.11.7. Define include/exclude-Rules in a file.

4.11.8. Define Option INCLEXCL in dsm.opt/dsm.sys

4.11.9. Define Option INCLEXCL in Client Option Set with/without FORCE option.

4.12. Set up the Client Acceptor Daemon (CAD)

SUBTASK(S): 4.12.1. Determine that Clientoption SESSIONINITIATION=SERVERONLY is not set

4.12.2. Determine which CAD Services are need:

4.12.2.1. WebGUI

4.12.2.2. Scheduler

4.12.3. On Unix/Linux define Option MANAGEDSERVICES in dsm.sys

4.12.4. On UNIX/Linux define Option CLIENTTCPPORT in dsm.sys

4.12.5. On UNIX/Linux start the dsmcad deamon

4.12.6. On Windows use the Wizard in Preferences-Menu of the Backup/Archive-GUI to

configure and start the CAD-Service.

4.12.7. Check for connection results in the appropriate client log files

4.13. Create Server pair to allow Storage pool protection and node replication

SUBTASK(S): 4.13.1. Determine the required network bandwidth required to perform node replication

4.13.2. Test network bandwidth to ensure the network infrastructure can handle the

increased workload

4.13.3. Verify Source and target servers meet the system requirements to perform node

replication

4.13.4. Determine best method to use for creating Replication Server Pairs (Operation

Center, automated scripts, or manual)

4.13.5. Set up node replication manually

4.13.5.1. Determine the type of policies to be used (similar or dis-similar)

4.13.5.2. Define the source and target server

4.13.5.3. Enable replication for specific nodes and a specific type of data

4.13.5.4. Validate replication configuration

4.13.5.5. Set up automatic failover

4.13.5.6. Validate that target server has containers that mirror the source servers

containers being used for backups

4.13.5.7. configure source server to use target server containers to hold

replicated data

4.13.5.8. Configure multiple schedules to perform “protect Storage pool” for

containers identified for storage pool replication

4.13.5.9. Configure schedules to perform node replication after protect Storage

pool processes have ended

4.13.6. Create Server Pair for replication using Operation Center

4.13.6.1. Open the Replication page and click Server Pair

4.13.6.2. Complete the steps in the Add Server Pair wizard

4.13.6.2.1. Set the source server as the first server that you configured,

the target server is the second server.

4.13.6.2.2. Set the node replication schedule to start 10 hours after the

client backup window, based on the server maintenance

activities that you scheduled

4.13.6.2.3. Verify the wizard set-up storage pool protection schedules

based on the amount of data being protected and when client

replication is scheduled

4.14. Set up server-to-server communications

SUBTASKS: 4.14.1. Identify the role of each server, where one server is the source and the other is

the target

4.14.2. Determine if you will use SSL (TLS 1.2) to secure communications

4.14.3. Set the servername, serverpassword, serverhladdress and serverlladdress on

the source and target servers

4.14.4. Create server pairs with the Operations Center

4.14.5. Create the necessary server definitions

4.14.6. Ping each server from the other to verify communications

4.14.7. Issue commands to verify server settings

4.15. Configure and manage the IBM Spectrum Protect options related to the

server groups

SUBTASK(S): 4.15.1. Manage multiple servers through the Operations Center

4.15.2. Enable command routing

4.15.3. Route commands

4.15.4. Define server groups

4.15.5. Add members to the groups

4.15.6. Manage server groups

4.15.7. Manage group members

4.16. Configure the IBM Spectrum Protect server and client options to enable the

possibility to restore or retrieve files from one workstation to another

SUBTASK(S): 4.16.1. Restore or retrieve files to another workstation using the virtualnodename option

4.16.2. Authorize another user to restore or retrieve files from another node

4.16.3. Restore or retrieve files from another client node

4.16.4. Use the Node Access List, Access Another Node options from the Backup

Archive Client GUI

4.16.5. Use the FromNode, FromOwner, ToNode options from the Backup Archive

Client CLI

4.16.6. Proxy authority using grant proxy server command, ASNODENAME client

option.

4.17. Set up and backup NAS data NDMP; SnapDiff

SUBTASK(S): 4.17.1. Describe the backup types available for NAS and the SLA

4.17.2. If using NDMP backup

4.17.2.1. Explain the difference between cDot-Mode and 7-Mode

4.17.2.2. Explain that NDMP CAB does not support IBM N-Series

4.17.2.3. determine if you want to backup NetApp clusters

4.17.2.3.1. Explain the requirements for NDMP Cluster Aware Backup

(CAB)

4.17.2.3.2. determine if you want to use the NDMP CAB extension

4.17.2.3.3. determine if you want to use the old Node-scoped NDMP

Backup for your cluster

4.17.2.4. determine if going straight to tape or over the network to IBM

SPECTRUM PROTECT

4.17.2.5. determine if a TOC is needed

4.17.2.6. setup the management class and domain for the NAS backups

4.17.2.7. register a node with type=nas

4.17.2.8. define a datamover with type = nas

4.17.3. If backing up a nSeries or NetApp appliance

4.17.3.1. Consider Snapmirror to tape for an image backup

4.17.3.2. Consider Snapdiff for an incremental file level backup

4.18. Move container

SUBTASK(S): 4.18.1. Issue the MOVE CONTAINER command to move contents from one directory

container to another container

4.18.1.1. If directory will be removed

4.18.1.2. If a container is partially damaged

4.18.1.3. Use the required parameter, container_name to specify the name of the

container to move

4.18.2. Use the optional parameter stgpooldirectory, which specifies the name of the

storage pool directory where the container is moved.

4.18.2.1. It must be in the same storage pool as the original container.

4.18.2.2. if not specified, IBM Spectrum Protect selects a storage pool directory

from the same storage pool

4.18.3. Use the optional wait=no parameter to have the IBM Spectrum Protect server

processes this command in the background. The default value is wait=yes,

process in the foreground.

4.19. Assign alerts

SUBTASK(S): 4.19.1. Determine if alert emails are required and turn them on if needed

4.19.2. Configure the email server

4.19.3. Enable specific administrators to receive alert emails or alert summaries

4.19.4. Define and refine the alert triggers

4.20. Transfer data to another tape technology

SUBTASK(S): 4.20.1. Define Deviceclass for new Hardware

4.20.2. Define Storagepools for new Deviceclass

4.20.3. Include Storagepools in existing Hirarchy and/or PolicyDomains.

4.20.4. If necessary MIGRATE or MOVE DATA from one Storagepool to another.

4.21. Set up custom reports in the Operations Center

SUBTASK(S):

4.21.1. Configure mail server with register or update admin to specify EMAILADDRESS

parameter

4.21.2. Use the +Reports wizard in the Operations Center to create a custom report

4.21.2.1. Add report name

4.21.2.2. Select send time

4.21.2.3. Enter send to email addresses

4.21.2.4. Select servers

4.21.2.5. Use the Learn more assistant in the Add Report wizard for SQL

examples.

4.21.2.6. Enter SQL query

4.21.2.7. Save report

SECTION 5: Problem Determination

5.1. Monitor alerts in the Operations Center

SUBTASK(S): 5.1.1. Review the Overview page of the Operations Center

5.1.1.1. Look for missed backups in Clients pod

5.1.1.2. Check for alerts in Alert pod

5.1.1.3. Verify servers are available in the servers pod

5.1.1.4. Ensure there is sufficient database and log space in the servers pod

5.1.1.5. Check the database backup status in the servers pod

5.1.1.6. Verify the amount of data that was recently sent to and from servers

within the expected range in the Activities pod

5.1.1.7. Ensure the storage pools, storage containers, and volumes are available

to back up client data in the Storage and Data Availability pod

5.1.1.8. Check the storage devices available for backup operations in the Storage

and Data Availability pod

5.1.2. Review detailed alerts

5.1.2.1. Click the At Risk indicator in the Clients pod to review alerts

5.1.2.2. Click the Alerts pod to view predefined or custom Client, Device,

Inventory, Server, Storage Pool, System, and Virtual alert details

5.2. Perform problem determination on the server

SUBTASK(S): 5.2.1. Review error log

5.2.1.1. Check log files

5.2.1.2. Review with the Operations Center

5.2.2. Review alerts with the Operations Center

5.2.3. Review activity log with the Operations Center

5.2.3.1. Query the activity log

5.2.3.2. Review with the Operations Center

5.2.4. Query the database and storage pools to ensure they are online

5.2.5. Review dsmserv.opt settings to see if they have been changed

5.2.6. Review schedule log

5.2.7. Run QUERY SYSTEM command to collect consolidated system information

5.2.8. Contact support about running a trace

5.3. Perform library, volume, and container audits to identify problems

SUBTASKS: 5.3.1. Determine if other activities might impact the audit of the library

5.3.2. Issue the audit library command to synchronize the library inventory with the

server database

5.3.3. Issue the audit libvol to check the integrity and data on a specific tape

5.3.4. Issue the audit container command to identify inconsistencies

5.3.4.1. Validate the integrity of the data extents

5.3.4.2. Remove data from a container marked as damaged when data has a

reference in the database but data in pool is missing or corrupted

5.3.4.3. Mark an entire container as damaged

5.3.4.4. Remove data marked as orphaned when objects stored in the cloud have

no reference in the database

5.4. Repair problems in libraries, volumes, and containers

SUBTASKS: 5.4.1. Audit volume.

5.4.2. Issue move data command for the damaged volume

5.4.3. Verify move data process has completed.

5.4.4. Restore storage pool volume

5.4.5. Verify restore process has completed successfully.

5.4.6. Restore storage pool

5.4.7. Protect storage pool with forcereconcile=yes to ensure all damaged data is

identified and repaired

5.4.8. Repair stgpool

5.5. Determine problems with the network

SUBTASK(S): 5.5.1. Review error messages

5.5.2. Enable cyclic redundancy checking

5.5.3. Use server ping to check the heartbeat

5.5.4. Transfer data by ftp to verify performance of the network.

5.6. Perform problem determination on the database

SUBTASK(S): 5.6.1. Use DB2 utilities to monitor the database

5.6.2. Review error log

5.6.2.1. Check log files (db2diag.log, dsmserv.err)

5.6.2.2. Review with the Operations Center

5.6.3. Review alerts with the Operations Center

5.6.4. Review activity log

5.6.4.1. Query the activity log

5.6.4.2. Review with the Operations Center

5.6.5. Query the database and recovery logs for available space

5.6.5.1. Check the space on the filesystem where there database and recovery

logs are located.

5.6.5.2. Check when the last full database backup was performed.

5.6.6. Contact support

5.7. Perform problem determination on the client

SUBTASK(S): 5.7.1. Determine if the problem is isolated to a node or group of nodes

5.7.2. Review error log

5.7.2.1. Check log files (dsmsched.log, dsmerror.log, dsmwebcl.log,

dsmaudit.log)

5.7.2.2. Review with the Operations Center

5.7.2.3. In case of IBM Spectrum Protect for Advanced Agents check for the

relevant error log.

5.7.3. Review alerts with the Operations Center

5.7.4. Review activity log

5.7.4.1. Query the activity log

5.7.4.2. Review with the Operations Center

5.7.5. Review client options files settings to see if they have been changed

5.7.6. Perform a manual backup or restore

5.7.7. Run QUERY SYSTEMINFO command to collect consolidated system information

5.7.8. Contact support about running a trace

Next Steps

1. Take the IBM Spectrum Protect V8.1 Implementation assessment test.

2. If you pass the assessment exam, visit pearsonvue.com/ibm to schedule your

testing sessions. Use the promotion code sysmidguide to receive 20% off.

3. If you failed the assessment exam, review how you did by section. Focus attention on the sections where you need improvement. Keep in mind that you can take the assessment exam as many times as you would like ($10 per exam), however, you will still receive the same questions only in a different order.