IBM Tivoli Storage Manager Administration Guide

Tivoli Storage Manager for Windows

Version 5.5

Administrators Guide

SC32-0121-01

Tivoli Storage Manager for Windows

Version 5.5

Administrators Guide

SC32-0121-01

Note! Before using this information and the product it supports, be sure to read the general information under Appendix H, Notices, on page 901.

Edition Notice This edition applies to Version 5.5 of the IBM Tivoli Storage Manager for Windows (program numbers 5608-HSM, 5608-ISM, 5608-ISX, 5608-SAN, 5608-ARM) and to any subsequent releases until otherwise indicated in new editions or technical newsletters. Changes since the previous edition are marked with a vertical bar ( | ) in the left margin. Ensure that you are using the correct edition for the level of the product. Order publications through your sales representative or the branch office serving your locality. Your feedback is important in helping to provide the most accurate and high-quality information. If you have comments about this book or any other IBM Tivoli Storage Manager documentation, please see Support Information on page xvii. Copyright International Business Machines Corporation 1993, 2007. All rights reserved. US Government Users Restricted Rights Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp.

ContentsAbout this Publication . . . . . . . . xvIBM Tivoli Storage Manager Publications IBM Tivoli Storage Manager Library . Related IBM Publications . . . . . Accessing Publications Online . . . . Tivoli Technical Training . . . . . . Support Information . . . . . . . . Searching knowledge bases . . . . Obtaining fixes . . . . . . . . Contacting IBM Software Support . . Conventions Used in This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . xv . xv . xvii . xvii . xvii . xvii . xvii . xviii . xviii . . xx Device Configuration Wizard . . . . . . . Client Node Configuration Wizard . . . . . Media Labeling Wizard . . . . . . . . . Where to go from here . . . . . . . . . . Default Configuration Results . . . . . . . Verifying the Initial Configuration . . . . . . . Before Backing up Remote Clients . . . . . . Backing up a Client . . . . . . . . . . Restoring Client Files or Directories . . . . . Archiving and Retrieving Files . . . . . . . Where to go from here . . . . . . . . . Getting Started with Administrative Tasks . . . . Managing the Tivoli Storage Manager Server . . Installing and Configuring Tivoli Storage Manager Clients . . . . . . . . . . . . Managing Tivoli Storage Manager Client Schedules . . . . . . . . . . . . . . Managing Tivoli Storage Manager Client/Server Communications . . . . . . . . . . . Managing Tivoli Storage Manager Administrators Managing Servers with the Administration Center Using the Administration Center . . . . . . Functions not in the Administration Center . . . Protecting the Administration Center . . . . . 43 45 49 52 52 55 56 56 57 57 59 59 59 62 64 64 65 66 66 68 71

Changes for Tivoli Storage Manager Version 5 . . . . . . . . . . . . . xxi| |Technical Changes for Version 5 Release 5 November 2007 . . . . . . . . . . . . . xxi

Part 1. IBM Tivoli Storage Manager Basics . . . . . . . . . . . . . . . 1Chapter 1. Introducing IBM Tivoli Storage Manager . . . . . . . . . . . 3How IBM Tivoli Storage Manager Stores Client Data 5 Options for Data Protection . . . . . . . . 8 How Data Moves to Server Storage . . . . . 14 Consolidating Backed-up Data for Clients . . . 15 How the Server Manages Storage . . . . . . . 16 IBM Tivoli Storage Manager Device Support . . 16 Migrating Data through the Storage Hierarchy . 17 Removing Expired Data . . . . . . . . . 17 Configuring and Maintaining the Server . . . . . 17 Interfaces to IBM Tivoli Storage Manager . . . 18 Customizing the Server with the Server Options File . . . . . . . . . . . . . . . . 19 Configuring and Managing Server Storage . . . 19 Managing Clusters . . . . . . . . . . . 22 Managing Client Operations . . . . . . . . 22 Maintaining the Server . . . . . . . . . 26 Protecting the Server . . . . . . . . . . 29

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Part 2. Configuring and Managing Server Storage . . . . . . . . . . 73Chapter 3. Introducing Storage Devices 75How to Use the Server Storage Chapters . . . . IBM Tivoli Storage Manager Storage Devices . . . IBM Tivoli Storage Manager Storage Objects . . . Libraries . . . . . . . . . . . . . . Drives . . . . . . . . . . . . . . . Device Class . . . . . . . . . . . . . Library, Drive, and Device Class . . . . . . Storage Pool and Storage Pool Volume . . . . Data Movers . . . . . . . . . . . . . Path . . . . . . . . . . . . . . . . Server . . . . . . . . . . . . . . . IBM Tivoli Storage Manager Volumes . . . . . . The Volume Inventory for an Automated Library Planning for Server Storage . . . . . . . . . Selecting a Device Configuration . . . . . . . Devices on a Local Area Network . . . . . . Devices on a Storage Area Network . . . . . LAN-Free Data Movement . . . . . . . . Network-attached Storage . . . . . . . . How IBM Tivoli Storage Manager Mounts and Dismounts Removable Media . . . . . . . . How IBM Tivoli Storage Manager Uses and Reuses Removable Media . . . . . . . . . . . . Configuring Devices . . . . . . . . . . . Example: Mapping Devices to Device Classes . . 75 76 76 76 78 79 81 81 83 83 83 83 84 85 86 86 86 88 89 92 93 96 97

Chapter 2. Getting Started with Tivoli Storage Manager . . . . . . . . . . 31Overview of Initial Configuration . . . . . . Standard Configuration . . . . . . . . Minimal Configuration . . . . . . . . Configuring Tivoli Storage Manager Enterprise Administration . . . . . . . . . . . Stopping the Initial Configuration . . . . . Performing the Initial Configuration . . . . . Initial Configuration Environment Wizard . . Performance Configuration Wizard . . . . Server Initialization Wizard . . . . . . . License Wizard . . . . . . . . . . . Copyright IBM Corp. 1993, 2007

. 31 . 31 . 32 . . . . . . . 32 32 33 35 37 39 41

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Mapping Storage Pools to Device Classes and Devices . . . . . . . . . . . . . .

. 97

Chapter 4. Using Magnetic Disk Devices . . . . . . . . . . . . . . 99Configuring Disk Devices . . . . . . . . Requirements for Disk Subsystems . . . . Comparing Random Access and Sequential Access Disk Devices . . . . . . . . . Configuring Random Access Volumes on Disk Devices . . . . . . . . . . . . . Configuring FILE Sequential Volumes on Disk Devices . . . . . . . . . . . . . Varying Disk Volumes Online or Offline . . . Using Cache . . . . . . . . . . . . . Freeing Space on Disk . . . . . . . . . Specifying Scratch FILE Volumes . . . . . . Using FILE Volumes for Database Backups and Export Operations . . . . . . . . . . . . 99 . 99 . 101 . 104 . . . . . 104 105 105 106 106

. 106

Chapter 5. Attaching Devices to the Server System . . . . . . . . . . . 107Devices Supported by IBM Tivoli Storage Manager Attaching a Manual Drive . . . . . . . . . Attaching an Automated Library Device . . . . Using Device Alias Names . . . . . . . . . Obtaining Device Alias Names . . . . . . Selecting a Device Driver . . . . . . . . . Drivers for IBM Devices . . . . . . . . . Drivers for non-IBM Devices . . . . . . . Installing Device Drivers for IBM 3494 Libraries Windows Device Drivers . . . . . . . . Requirements for Using Windows Device Drivers with IBM Tivoli Storage Manager . . . Controlling Devices with the Tivoli Storage Manager Device Driver on Windows Server 2003 . . . . . . . . . . . . . . . 107 107 108 109 110 110 110 112 112 113 113

113

Chapter 6. Configuring Storage Devices . . . . . . . . . . . . . . 115Device Configuration Overview . . . . . . . Mixing Device Types in Libraries . . . . . . . Mixing Different Media Generations in Libraries Mixed Media and Storage Pools . . . . . . Server Options that Affect Storage Operations . . Increased Block Size for Writing to Tape . . . . Configuring Devices . . . . . . . . . . . Configuring Manual Devices . . . . . . . Configuring Automated Library Devices . . . Configuring Optical Devices . . . . . . . Configuring Devices Not Supported by the Tivoli Storage Manager Device Driver . . . . Configuring Removable Media Devices . . . . Configuring Devices Using Tivoli Storage Manager Commands . . . . . . . . . . . . . . Using Commands to Define Tivoli Storage Manager Storage Objects . . . . . . . . Determine Backup Strategy . . . . . . . . Determine the Media and the Device Type for Client Backups . . . . . . . . . . . . 116 117 117 118 118 119 120 120 121 121 122 123 125 126 128 128

Configuring Tivoli Storage Manager Servers to Share SAN-Connected Devices . . . . . . . Setting up Server Communications . . . . . Setting up the Library Manager Server . . . . Setting up the Library Client Servers . . . . Configuring Tivoli Storage Manager for LAN-free Data Movement . . . . . . . . . . . . Validating your LAN-free Configuration . . . Configuring Tivoli Storage Manager for NDMP Operations . . . . . . . . . . . . . . Configuring IBM 3494 Libraries . . . . . . . Categories in an IBM 3494 Library . . . . . Configuring an IBM 3494 Library for Use by One Server . . . . . . . . . . . . . . . . Set up the Device on the Server System . . . Define the Devices to IBM Tivoli Storage Manager . . . . . . . . . . . . . . Check in and Label Library Volumes . . . . Using the Devices to Store Client Data . . . . Sharing an IBM 3494 Library Among Servers . . . Setting up Server Communications . . . . . Set up the Device on the Server System and the SAN . . . . . . . . . . . . . . . Setting up the Library Manager Server . . . . Setting up the Library Client Servers . . . . Using the Devices to Store Client Data . . . . Migrating an IBM 3494 Library to Control by a Library Manager . . . . . . . . . . . . Sharing an IBM 3494 Library by Static Partitioning of Drives . . . . . . . . . . . . . . . Set up the Device on the Servers . . . . . . Define the Devices to IBM Tivoli Storage Manager ASTRO . . . . . . . . . . . Define the Devices to Tivoli Storage Manager JUDY . . . . . . . . . . . . . . . Configuring ACSLS-Managed Libraries . . . . . Set up the Device on the Server System . . . Define the Devices to IBM Tivoli Storage Manager . . . . . . . . . . . . . . Setting up the Library Manager Server . . . . Setting up the Library Client Servers . . . . Check In and Label Library Volumes . . . . Using the Devices to Store Client Data . . . . Troubleshooting Device Configuration . . . . . Displaying Device Information . . . . . . Displaying the Event Log to Find Device Errors Recovering from Device Changes on the SAN Defining Devices and Paths . . . . . . . . Defining Libraries . . . . . . . . . . . Defining Drives . . . . . . . . . . . Defining Data Movers . . . . . . . . . Defining Paths . . . . . . . . . . . .

129 129 129 131 132 133 133 134 134 135 135 136 139 140 140 140 140 141 141 142 143 144 144 144 146 147 147 147 151 152 154 154 154 155 155 155 156 156 157 158 159

Chapter 7. Using NDMP for Operations with NAS File Servers

. . 161161 163 164 164 164

Requirements . . . . . . . . . . . . . Interfaces Used for NDMP Operations . . . . . Data Formats for Backup Operations Using NDMP Planning for NDMP Operations . . . . . . . Planning for Tape Libraries and Drives used in NDMP Operations. . . . . . . . . . .

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IBM Tivoli Storage Manager for Windows: Administrators Guide

Determining Where to Attach the Tape Library Robotics When Backing Up to a Library Directly Attached to the NAS Device . . . . . . . Determining How to Use the Drives in the Library When Backing Up to a Library Attached Directly to the NAS Device . . . . . . . . Planning for File-Level Restore . . . . . . Directory-Level Backup and Restore . . . . . Configuring Tivoli Storage Manager for NDMP Operations . . . . . . . . . . . . . . Step 1. Determining Location of NAS Backup Step 2. Setting Up Tape Libraries for NDMP Operations . . . . . . . . . . . . . Step 3. Configuring Tivoli Storage Manager Policy for NDMP Operations . . . . . . . Step 4. Registering NAS Nodes with the Tivoli Storage Manager Server . . . . . . . . . Step 5. Defining a Data Mover for the NAS File Server . . . . . . . . . . . . . . . Step 6. Defining a Path to a Library . . . . . Step 7. Defining Tape Drives and Paths for NDMP Operations. . . . . . . . . . . Step 8. Labeling Tapes and Checking Tapes into the Library . . . . . . . . . . . . . Step 9. Scheduling NDMP Operations . . . . Step 10. Defining Virtual File Spaces. . . . . Step 11. Tape-to-Tape Copy to Back Up Data Step 12. Tape-to-Tape Copy to Move Data . . . Backing Up and Restoring NAS File Servers Using NDMP . . . . . . . . . . . . . . . Performing File-Level Restore . . . . . . . Performing Directory-Level Backup and Restore Performing NDMP Filer to Tivoli Storage Manager Server Backups . . . . . . . . . . . . . Managing NDMP Operations . . . . . . . . Managing NAS File Server Nodes . . . . . Managing Data Movers Used in NDMP Operations . . . . . . . . . . . . . Dedicating a Tivoli Storage Manager Drive to NDMP Operations. . . . . . . . . . . Managing Storage Pools for NDMP Operations Managing Table of Contents . . . . . . .

164

169 171 172 172 173 175 177 178 178 179 180 180 180 181 181 181 182 182 183 184 186 186 187 187 187 188

Chapter 8. Managing Removable Media Operations . . . . . . . . . 189Defining Volumes . . . . . . . . . . . Managing Volumes . . . . . . . . . . Managing Partially-Written Volumes . . . Managing the Volume Inventory for an Automated Library Device . . . . . . . Managing Database Backup and Database Export Volumes . . . . . . . . . . Preparing Media for Automated Libraries . . . Labeling Media . . . . . . . . . . . Checking Media into Automated Library Devices . . . . . . . . . . . . . Special Considerations for WORM Tape Media Managing Media in Automated Libraries . . . Changing the Status of Automated Library Volumes . . . . . . . . . . . . . . 189 . 190 . 190 . 190 . 191 . 191 . 191 . 192 195 . 197 . 198

Removing Volumes from Automated Library Devices . . . . . . . . . . . . . . Returning Partially-Written Volumes to Automated Library Devices . . . . . . . Returning Reclaimed Volumes to a Library . . Auditing a Librarys Volume Inventory . . . . Adding Scratch Volumes to an Automated Library Device . . . . . . . . . . . . Setting Up and Managing a Volume Overflow Location for an Automated Library Device . . Modifying the Access Mode for Volumes . . . Performing Operations with Shared Libraries Managing Category Numbers for IBM 3494 Libraries . . . . . . . . . . . . . . Reusing Media in Automated Libraries . . . . Labeling Media for Manual Libraries . . . . . Managing Media in Manual Libraries . . . . . Managing Server Requests . . . . . . . . . Starting the Administrative Client as a Server Console Monitor . . . . . . . . . . . Displaying Information About Volumes that are Currently Mounted . . . . . . . . . . Displaying Information about Pending Mount Requests . . . . . . . . . . . . . . Replying to Mount Requests . . . . . . . Canceling Mount Requests . . . . . . . . Responding to Requests for Volume Checkin Dismounting Idle Volumes . . . . . . . . Dismounting Volumes from Stand-Alone REMOVABLEFILE Devices . . . . . . . . Handling Tape Alert Messages . . . . . . Setting Up a Tape Rotation . . . . . . . . . Labeling Volumes Using Commands . . . . . Using Removable Media Managers With IBM Tivoli Storage Manager . . . . . . . . . . Overview of Tivoli Storage Manager Media Manager Support . . . . . . . . . . . Setting Up Tivoli Storage Manager to Use RSM Using an External Media Manager to Control Your Media . . . . . . . . . . . . . Removing IBM Tivoli Storage Manager Devices from Media Manager Control . . . . . . . Troubleshooting Database Errors . . . . . . Managing Libraries . . . . . . . . . . . Requesting Information about Libraries. . . . Updating Libraries . . . . . . . . . . Deleting Libraries . . . . . . . . . . . Managing Drives . . . . . . . . . . . . Requesting Information about Drives . . . . Updating Drives . . . . . . . . . . . Using Drive Encryption . . . . . . . . . Replacing Tape or Optical Drives . . . . . . Cleaning Drives . . . . . . . . . . . Deleting Drives . . . . . . . . . . . . Managing Paths . . . . . . . . . . . . Requesting Information About Paths . . . . Updating Paths . . . . . . . . . . . . Deleting Paths . . . . . . . . . . . . Managing Data Movers . . . . . . . . . . Requesting Information About Data Movers . . Updating Data Movers . . . . . . . . .Contents

198 199 199 199 199 200 201 201 202 202 203 204 204 205 205 205 206 206 206 207 207 207 207 209 209 210 211 213 214 214 214 215 215 216 216 216 217 218 219 223 226 227 227 227 227 228 228 228

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Deleting Data Movers . . . . . Managing Disks . . . . . . . . Requesting Information About Disks Updating Disks . . . . . . . . Deleting Disks . . . . . . . .

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228 228 228 229 229

Chapter 9. Defining Device Classes

231232 233 237 239 240 241 242 245 248 250 251 253 254 254 255 255

Defining and Updating Device Classes for Sequential Media . . . . . . . . . . . . Defining and Updating Tape Device Classes . . Defining and Updating 3592 Device Classes . . Defining and Updating GENERICTAPE Device Classes . . . . . . . . . . . . . . Defining and Updating OPTICAL Device Classes . . . . . . . . . . . . . . Defining and Updating REMOVABLEFILE Device Classes . . . . . . . . . . . . Defining and Updating FILE Device Classes . . Defining and Updating LTO Device Classes . . Defining and Updating SERVER Device Classes Defining and Updating VOLSAFE Device Classes . . . . . . . . . . . . . . Defining and Updating CENTERA Device Classes . . . . . . . . . . . . . . Requesting Information about a Device Class . . . Deleting a Device Class . . . . . . . . . . How Tivoli Storage Manager Fills Volumes . . . Using Data Compression . . . . . . . . Tape Volume Capacity and Data Compression

Chapter 10. Managing Storage Pools and Volumes. . . . . . . . . . . . 257Overview: Storage Pools . . . . . . . . . Primary Storage Pool . . . . . . . . . Copy Storage Pool. . . . . . . . . . Active-data Pool . . . . . . . . . . An Example of Server Storage . . . . . . Defining or Updating Primary Storage Pools Task Tips for Storage Pools . . . . . . . Overview: Volumes in Storage Pools . . . . Random Access Storage Pool Volumes . . . Sequential Access Storage Pool Volumes . . Preparing Volumes for Random Access Storage Pools . . . . . . . . . . . . . . Preparing Volumes for Sequential Access Storage Pools . . . . . . . . . . . Updating Storage Pool Volumes . . . . . Access Modes for Storage Pool Volumes . . Overview: The Storage Pool Hierarchy . . . . Setting Up a Storage Pool Hierarchy. . . . How the Server Groups Files before Storing . Where the Files Are Stored . . . . . . . How the Server Stores Files in a Storage Hierarchy . . . . . . . . . . . . Backing Up a Storage Hierarchy . . . . . Implementing Copy Storage Pools and Active-data Pools . . . . . . . . . . Using the Hierarchy to Stage Client Data from Disk to Tape . . . . . . . . . . . . Migration of Files in a Storage Pool Hierarchy . . . . . . . . . . 258 258 258 259 260 262 267 269 269 269

. 271 . . . . . . . 272 273 274 276 276 278 279

. 279 . 281 . 282 . 285 . 286

Migration for Disk Storage Pools . . . . . . Migration for Sequential Access Storage Pools Migration: Copy Storage Pools and Active-data Pools . . . . . . . . . . . . . . . Using Cache on Disk Storage Pools . . . . . . How the Server Removes Cached Files . . . . Effect of Caching on Storage Pool Statistics . . Using the Simultaneous-write Function to Protect Your Data . . . . . . . . . . . . . . Function Overview . . . . . . . . . . How Simultaneous Write Works . . . . . . Operational Considerations . . . . . . . . Example: Simultaneous Write as Part of a Backup Strategy . . . . . . . . . . . Keeping a Clients Files Together: Collocation . . The Effects of Collocation on Operations . . . How the Server Selects Volumes with Collocation Enabled . . . . . . . . . . How the Server Selects Volumes with Collocation Disabled . . . . . . . . . . Turning Collocation On or Off . . . . . . . Collocation on Copy Storage Pools and Active-data Pools . . . . . . . . . . . Planning for and Enabling Collocation . . . . Reclaiming Space in Sequential Access Storage Pools . . . . . . . . . . . . . . . . How IBM Tivoli Storage Manager Reclamation Works . . . . . . . . . . . . . . . Choosing a Reclamation Threshold . . . . . Lowering the Reclamation Threshold . . . . Starting Reclamation Manually or in a Schedule Specifying the Number of Reclamation Processes . . . . . . . . . . . . . . Reclaiming Volumes in a Storage Pool with One Drive . . . . . . . . . . . . . . . Reclamation of Tape Volumes with High Capacity . . . . . . . . . . . . . . Reclamation of WORM Media . . . . . . . Reclamation of Volumes with the Device Type of SERVER . . . . . . . . . . . . . Reclamation for Copy Storage Pools and Active-data Pools . . . . . . . . . . . How Collocation Affects Reclamation . . . . Estimating Space Needs for Storage Pools . . . . Estimating Space Needs in Random Access Storage Pools . . . . . . . . . . . . Estimating Space Needs in Sequential Access Storage Pools . . . . . . . . . . . . Monitoring Storage Pools and Volumes . . . . . Monitoring Space Available in a Storage Pool Monitoring the Use of Storage Pool Volumes Monitoring Migration Processes . . . . . . Monitoring the Use of Cache Space on Disk Storage . . . . . . . . . . . . . . Requesting Information about the Use of Storage Space . . . . . . . . . . . . Moving Files from One Volume to Another Volume Moving Data to Other Volumes in the Same Storage Pool . . . . . . . . . . . . . Moving Data to Another Storage Pool . . . .

287 292 296 296 297 297 298 298 300 305 308 309 311 312 314 315 315 316 318 319 321 322 322 323 323 324 325 325 325 329 329 330 331 331 332 334 341 343 345 348 349 349

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Moving Data from an Offsite Volume in a Copy Storage Pool or an Active-data Pool . . . . . Procedure for Moving Data . . . . . . . . Moving Data for a Client Node . . . . . . . Moving Data for All File Spaces for One or More Nodes . . . . . . . . . . . . . Moving Data for Selected File Spaces for One Node . . . . . . . . . . . . . . . Requesting Information about the Data Movement Process . . . . . . . . . . Preventing Incomplete Data Movement Operations . . . . . . . . . . . . . Renaming a Storage Pool . . . . . . . . . Defining Copy Storage Pools and Active-data Pools Example: Defining a Copy Storage Pool . . . Comparing Primary, Copy Storage, and Active-data Pools . . . . . . . . . . . Deleting a Storage Pool . . . . . . . . . . Deleting Storage Pool Volumes . . . . . . . Deleting an Empty Storage Pool Volume . . . Deleting a Storage Pool Volume with Data . .

350 350 353 353 354 355 355 355 356 357 358 359 360 360 361

Example: Register Three Client Nodes Using the Administrative Command Line . . . . . . 374

Chapter 12. Managing Client NodesManaging Client Node Registration Techniques . Managing Nodes . . . . . . . . . . . Managing Client Nodes across a Firewall . . Updating Client Node Information . . . . Renaming Client Nodes . . . . . . . . Locking and Unlocking Client Nodes . . . Deleting Client Nodes . . . . . . . . Consolidating Multiple Clients under a Single Client Node Name . . . . . . . . . Displaying Information about Client Nodes . Overview of Remote Access to Web Backup-Archive Clients . . . . . . . . Managing Client Access Authority Levels . . Managing File Spaces . . . . . . . . . Client Nodes and File Spaces . . . . . . Supporting Unicode-Enabled Clients . . . Displaying Information about File Spaces . . Moving Data for a Client Node . . . . . Deleting File Spaces . . . . . . . . . Managing Client Option Files . . . . . . . Creating Client Option Sets on the Server . . Managing Client Option Sets . . . . . . Managing IBM Tivoli Storage Manager Sessions Displaying Information about IBM Tivoli Storage Manager Sessions . . . . . . . Canceling an IBM Tivoli Storage Manager Session . . . . . . . . . . . . . When a Client Session is Automatically Canceled . . . . . . . . . . . . . Disabling or Enabling Access to the Server . Managing Client Restartable Restore Sessions Managing IBM Tivoli Storage Manager Security The Server Console . . . . . . . . . Administrative Authority and Privilege Classes Managing Access to the Server and Clients . Managing IBM Tivoli Storage Manager Administrators . . . . . . . . . . . Managing Levels of Administrative Authority Managing Passwords and Login Procedures .

377. . . . . . . 377 378 378 380 380 380 381

. 381 . 383 . . . . . . . . . . . 385 387 389 389 391 399 400 400 401 402 403 404

Part 3. Managing Client Operations . . . . . . . . . . . . 363Chapter 11. Adding Client Nodes . . . 365Overview of Clients and Servers as Nodes . . . Installing Client Node Software . . . . . . . Registering Nodes with the Server . . . . . . Accepting Default Closed Registration or Enabling Open Registration . . . . . . . Registering Nodes with the IBM Tivoli Storage Manager Client Node Configuration Wizard . . Registering Nodes with Client Options Sets . . Registering a Network-attached Storage File Server as a Node . . . . . . . . . . . Registering a Source Server as a Node on a Target Server . . . . . . . . . . . . Registering an Application Programming Interface to the Server . . . . . . . . . Connecting Nodes with the Server . . . . . . Required Client Options . . . . . . . . . NonRequired Client Options . . . . . . . UNIX and Linux Client Options . . . . . . Updating the Password for Scheduling Operations Methods for Creating or Updating a Client Options File . . . . . . . . . . . . . . . . . Using a Text Editor . . . . . . . . . . Using the Client Configuration Wizard . . . . Using the Client Options File Wizard (Windows 32-bit Clients) . . . . . . . . . . . . Using the Remote Client Configuration Wizard (Networked Windows 32-bit Clients) . . . . Comparing Network-Attached Nodes to Local Nodes . . . . . . . . . . . . . . . . Adding Clients from the Administrative Command Line Client . . . . . . . . . . . . . . Enabling Open Registration . . . . . . . Configuring the Client Options File to Connect with the Server . . . . . . . . . . . . 365 366 366 366 368 368 368 369 369 370 370 371 371 371 371 371 371 371 372 373 374 374 374

. 404 . 405 . 406 . 407 407 409 . 409 409 . 411 . 412 414 . 416

Chapter 13. Implementing Policies for Client Data . . . . . . . . . . . . 421Basic Policy Planning . . . . . . . . . The Standard Policy . . . . . . . . Getting Users Started . . . . . . . . Changing Policy . . . . . . . . . File Expiration and Expiration Processing . Client Operations Controlled by Policy . . . Backup and Restore . . . . . . . . Archive and Retrieve . . . . . . . . Client Migration and Recall . . . . . The Parts of a Policy . . . . . . . . . Relationships among Clients, Storage, and Policy . . . . . . . . . . . . . More on Management Classes . . . . . . Contents of a Management Class . . . . . . . . . . . . . . . . . . . . . . . . . . . 422 423 424 424 425 426 426 426 427 428

. 429 . 431 . 431

Contents

vii

Default Management Classes . . . . . . . The Include-Exclude List . . . . . . . . How Files and Directories Are Associated with a Management Class . . . . . . . . . . How IBM Tivoli Storage Manager Selects Files for Policy Operations . . . . . . . . . . . . Incremental Backup . . . . . . . . . . Selective Backup . . . . . . . . . . . Logical Volume Backup . . . . . . . . . Archive . . . . . . . . . . . . . . Automatic Migration from a Client Node . . . How Client Migration Works with Backup and Archive . . . . . . . . . . . . . . . Creating Your Own Policies . . . . . . . . Example: Sample Policy Objects . . . . . . Defining and Updating a Policy Domain . . . Defining and Updating a Policy Set . . . . . Defining and Updating a Management Class Defining and Updating a Backup Copy Group Defining and Updating an Archive Copy Group Assigning a Default Management Class . . . Validating and Activating a Policy Set . . . . Assigning Client Nodes to a Policy Domain . . . Running Expiration Processing to Delete Expired Files . . . . . . . . . . . . . . . . Running Expiration Processing Automatically Using Commands and Scheduling to Control Expiration Processing . . . . . . . . . . Additional Expiration Processing with Disaster Recovery Manager . . . . . . . . . . Protection and Expiration of Archive Data . . . . Data Retention Protection . . . . . . . . Deletion Hold . . . . . . . . . . . . Protecting Data Using the SnapLock Feature . . . Reclamation and the SnapLock Feature . . . . Set up SnapLock Volumes as Tivoli Storage Manager WORM FILE Volumes . . . . . . Policy Configuration Scenarios . . . . . . . Configuring Policy for Direct-to-Tape Backups Configuring Policy for Tivoli Storage Manager Application Clients . . . . . . . . . . Policy for Logical Volume Backups . . . . . Configuring Policy for NDMP Operations . . . Configuring Policy for LAN-free Data Movement . . . . . . . . . . . . . Policy for IBM Tivoli Storage Manager Servers as Clients . . . . . . . . . . . . . . Setting Policy to Enable Point-in-Time Restore for Clients . . . . . . . . . . . . . Distributing Policy Using Enterprise Configuration Querying Policy . . . . . . . . . . . . Querying Copy Groups . . . . . . . . . Querying Management Classes . . . . . . Querying Policy Sets . . . . . . . . . . Querying Policy Domains . . . . . . . . Deleting Policy . . . . . . . . . . . . . Deleting Copy Groups . . . . . . . . . Deleting Management Classes . . . . . . . Deleting Policy Sets . . . . . . . . . . Deleting Policy Domains . . . . . . . .

432 432 434 436 436 438 438 439 439 440 440 441 442 444 444 445 451 453 453 455 456 456 456 457 457 457 458 459 460 464 464 465 466 466 467 468 470 470 471 471 472 472 473 473 474 474 474 475 475

Chapter 14. Managing Data for Client Nodes . . . . . . . . . . . . . . 477Validating a Nodes Data . . . . . . . . . Performance Considerations for Data Validation Validating a Nodes Data During a Client Session . . . . . . . . . . . . . . Securing Client and Server Communications . . . Setting up Secure Sockets Layer . . . . . . Encrypting Data on Tape . . . . . . . . . Choosing an Encryption Method . . . . . . Changing Your Encryption Method and Hardware Configuration . . . . . . . . Securing Sensitive Client Data . . . . . . . . Setting up Shredding . . . . . . . . . . Ensuring Shredding is Enforced . . . . . . Creating and Using Client Backup Sets . . . . . Generating Client Backup Sets on the Server Restoring Backup Sets from a Backup-Archive Client . . . . . . . . . . . . . . . Moving Backup Sets to Other Servers . . . . Managing Client Backup Sets . . . . . . . Enabling Clients to Use Subfile Backup . . . . . Example of Subfile Backups . . . . . . . Setting Up Clients to Use Subfile Backup . . . Managing Subfile Backups . . . . . . . . Optimizing Restore Operations for Clients . . . . Environment Considerations . . . . . . . Restoring Entire File Systems . . . . . . . Restoring Parts of File Systems . . . . . . Restoring Databases for Applications . . . . Restoring Files to a Point in Time . . . . . Concepts for Client Restore Operations . . . . Managing Archive Data . . . . . . . . . . Archive Operations Overview . . . . . . . Managing Performance for Archive Operations Managing Storage Usage for Archives . . . . Auditing Archive Descriptions . . . . . . Getting Information about Archives . . . . . 477 478 478 478 479 480 481 482 483 483 484 486 487 490 491 491 494 495 495 495 496 497 497 498 499 499 499 502 503 503 506 508 508

| |

Chapter 15. Scheduling Operations for Client Nodes . . . . . . . . . . . . 509Prerequisites to Scheduling Operations . . . . . Scheduling a Client Operation . . . . . . . . Creating Tivoli Storage Manager Schedules . . Associating Client Nodes with Schedules . . . Starting the Scheduler on the Clients . . . . Displaying Schedule Information . . . . . . Creating Schedules for Running Command Files Updating the Client Options File to Automatically Generate a New Password . . . . . . . . . Configuring the Scheduler to Run Under the Site-Server Account . . . . . . . . . . . Overview of the Tivoli Storage Manager Scheduler Running as a Windows Service . . . . . . . Commands for Scheduling Client Operations . . . 509 510 510 511 511 512 513 514 514 515 516

Chapter 16. Managing Schedules for Client Nodes . . . . . . . . . . . . 517Managing IBM Tivoli Storage Manager Schedules 517 Verifying that the Schedule Ran . . . . . . 517

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Adding New Schedules . . . . . . . . . Copying Existing Schedules . . . . . . . Modifying Schedules . . . . . . . . . . Deleting Schedules . . . . . . . . . . Displaying Information about Schedules . . . Managing Node Associations with Schedules . . . Adding New Nodes to Existing Schedules . . . Moving Nodes from One Schedule to Another Displaying Nodes Associated with Schedules Removing Nodes from Schedules . . . . . . Managing Event Records . . . . . . . . . Displaying Information about Scheduled Events Managing Event Records in the Server Database Managing the Throughput of Scheduled Operations . . . . . . . . . . . . . . Modifying the Default Scheduling Mode . . . Specifying the Schedule Period for Incremental Backup Operations . . . . . . . . . . Balancing the Scheduled Workload for the Server . . . . . . . . . . . . . . . Controlling How Often Client Nodes Contact the Server . . . . . . . . . . . . . Specifying One-Time Actions for Client Nodes . . Determining How Long the One-Time Schedule Remains Active . . . . . . . . . . . .

518 518 518 519 519 520 520 520 520 521 521 521 522 523 523 525 525 527 529 529

Chapter 18. Automating Server Operations . . . . . . . . . . . . 551Automating a Basic Administrative Command Schedule . . . . . . . . . . . . . . Defining the Schedule . . . . . . . . Verifying the Schedule . . . . . . . . Tailoring Schedules . . . . . . . . . . Example: Defining and Updating an Administrative Command Schedule . . . . Copying Schedules . . . . . . . . . . Deleting Schedules . . . . . . . . . . Managing Scheduled Event Records . . . . . Querying Events . . . . . . . . . . Removing Event Records from the Database . IBM Tivoli Storage Manager Server Scripts . . Defining a Server Script . . . . . . . . Managing Server Scripts . . . . . . . . Running a Server Script . . . . . . . . Using Macros . . . . . . . . . . . . Writing Commands in a Macro . . . . . Writing Comments in a Macro . . . . . . Using Continuation Characters . . . . . Using Substitution Variables in a Macro . . Running a Macro . . . . . . . . . . Controlling Command Processing in a Macro . . . . . . . . . . . . . . . . . . . . 551 552 552 553 555 556 556 556 556 557 557 558 561 564 564 565 565 566 566 567 567

Part 4. Maintaining the Server . . . 531Chapter 17. Managing Server Operations . . . . . . . . . . . . 533|Licensing IBM Tivoli Storage Manager . . . . . Registering Licensed Features . . . . . . . Saving Your Licenses . . . . . . . . . . Monitoring Licenses . . . . . . . . . . Working with The IBM Tivoli Storage Manager Server and Active Directory . . . . . . . . Configuring the Active Directory Schema . . . Starting and Halting the Server . . . . . . . Starting the Server. . . . . . . . . . . Halting the Server . . . . . . . . . . . Moving the IBM Tivoli Storage Manager Server Changing the Date and Time on the Server . . . Starting and Stopping the IBM Tivoli Storage Manager Device Driver (ADSMSCSI) . . . . . Starting the IBM Tivoli Storage Manager Device Driver . . . . . . . . . . . . . . . Stopping the IBM Tivoli Storage Manager Device Driver . . . . . . . . . . . . Managing Server Processes . . . . . . . . . Requesting Information about Server Processes Canceling Server Processes . . . . . . . . Preemption of Client or Server Operations . . Setting the Server Name . . . . . . . . . . Adding or Updating Server Options . . . . . . Adding or Updating a Server Option without Restarting the Server . . . . . . . . . . Automatic Tuning of Server Options . . . . . Getting Help on Commands and Error Messages 533 534 535 535 536 536 538 538 542 543 543 544 544 544 544 546 546 546 548 548 549 549 549

Chapter 19. Managing the Database and Recovery Log . . . . . . . . . 569How IBM Tivoli Storage Manager Processes Transactions . . . . . . . . . . . . . . Performance Considerations: Transferring Files as a Group between Client and Server . . . . How IBM Tivoli Storage Manager Manages Space Available Space . . . . . . . . . . . . Assigned Capacity. . . . . . . . . . . Utilization . . . . . . . . . . . . . Estimating and Monitoring Database and Recovery Log Space Requirements. . . . . . . . . . Monitoring the Database and Recovery Log . . Increasing the Size of the Database or Recovery Log . . . . . . . . . . . . . . . . . Automating the Increase of the Database or Recovery Log . . . . . . . . . . . . Recovering When the Recovery Log Runs Out of Space . . . . . . . . . . . . . . Manually Increasing the Database or Recovery Log . . . . . . . . . . . . . . . . Decreasing the Size of the Database or Recovery Log . . . . . . . . . . . . . . . . . Step 1: Determining If Volumes Can Be Deleted Step 2: Reducing the Capacity of the Database or Recovery Log . . . . . . . . . . . Step 3: Deleting a Volume from the Database or Recovery Log . . . . . . . . . . . . Optimizing Database and Recovery Log Performance . . . . . . . . . . . . . . Optimal Database Volume Allocation . . . . Utilizing Hardware with Non-Volatile Write Cache . . . . . . . . . . . . . . . Adjusting the Database Buffer Pool Size . . .Contents

570 570 572 572 573 573 574 575 576 577 578 578 581 581 582 582 583 583 584 584

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Manually Adjusting the Database Buffer Pool Size . . . . . . . . . . . . . . Adjusting the Recovery Log Buffer Pool Size Estimating Database Reorganization . . . . Reorganizing the Database . . . . . . .

. 584 585 . 586 . 588

Viewing Reports and Other Features from the Management Console. . . . . . . . . Generating Reports and Monitors from the Command Line . . . . . . . . . . .

. 634 . 637

Chapter 20. Monitoring the IBM Tivoli Storage Manager Server . . . . . . . 593Using IBM Tivoli Storage Manager Queries to Display Information . . . . . . . . . . . Requesting Information about IBM Tivoli Storage Manager Definitions . . . . . . . Requesting Information about Client Sessions Requesting Information about Server Processes Requesting Information about Server Settings Querying Server Options . . . . . . . . Querying the System . . . . . . . . . . Using SQL to Query the IBM Tivoli Storage Manager Database . . . . . . . . . . . . Using the ODBC Driver . . . . . . . . . Issuing SELECT Commands . . . . . . . Using SELECT Commands in IBM Tivoli Storage Manager Scripts . . . . . . . . . Canceling a SELECT Command . . . . . . Controlling the Format of SELECT Results . . Querying the SQL Activity Summary Table . . Creating Output for Use by Another Application Using the IBM Tivoli Storage Manager Activity Log Requesting Information from the Activity Log Setting a Retention Period for the Activity Log Setting a Size Limit for the Activity Log . . . Logging IBM Tivoli Storage Manager Events to Receivers . . . . . . . . . . . . . . . Controlling Event Logging . . . . . . . . Logging Events to the IBM Tivoli Storage Manager Server Console and Activity Log . . . Logging Events to a File Exit and a User Exit Logging Events to the Tivoli Enterprise Console Logging Events to an SNMP Manager . . . . Logging Events to the Windows Event Log . . Enterprise Event Logging: Logging Events to Another Server . . . . . . . . . . . . Querying Event Logging . . . . . . . . Using Tivoli Decision Support . . . . . . . . Scheduling the Decision Support Loader with IBM Tivoli Storage Manager . . . . . . . Monitoring Errors and Diagnosing Problems . . . Monitoring IBM Tivoli Storage Manager Accounting Records . . . . . . . . . . . Daily Monitoring Scenario . . . . . . . . . Using IBM Tivoli Storage Manager Operational Reporting . . . . . . . . . . . . . . Operational Reporting Concepts . . . . . . Installing the IBM Tivoli Storage Manager Operational Reporting Stand-alone Package . . Generating a Comprehensive Report at Regular Intervals . . . . . . . . . . . . . . Generating a Comprehensive Monitor at Regular Intervals . . . . . . . . . . . Completing the Set Up . . . . . . . . . 593 593 595 595 596 596 597 598 598 598 601 602 602 602 603 603 604 605 605 606 607 608 609 610 613 617 617 619 619 620 620 620 622 622 622 625 626 630 632

Chapter 21. Working with a Network of IBM Tivoli Storage Manager Servers . . . . . . . . . . . . . . 641Concepts for Working with a Network of Servers Configuring and Managing Servers: Enterprise Configuration . . . . . . . . . . . . Performing Tasks on Multiple Servers . . . . Central Monitoring . . . . . . . . . . Storing Data on Another Server . . . . . . Example Scenarios. . . . . . . . . . . Planning for Enterprise Administration . . . . . Setting Up Communications Among Servers . . . Setting Up Communications for Enterprise Configuration and Enterprise Event Logging . . Setting Up Communications for Command Routing . . . . . . . . . . . . . . Updating and Deleting Servers . . . . . . Setting Up an Enterprise Configuration . . . . . Enterprise Configuration Scenario . . . . . Creating the Default Profile on a Configuration Manager . . . . . . . . . . . . . . Creating and Changing Configuration Profiles Getting Information about Profiles . . . . . Subscribing to a Profile . . . . . . . . . Refreshing Configuration Information . . . . Returning Managed Objects to Local Control Setting Up Administrators for the Servers . . . Handling Problems with Synchronization of Profiles . . . . . . . . . . . . . . Switching a Managed Server to a Different Configuration Manager . . . . . . . . . Deleting Subscribers from a Configuration Manager . . . . . . . . . . . . . . Renaming a Managed Server . . . . . . . Performing Tasks on Multiple Servers . . . . . Working with Multiple Servers Using the Administration Center . . . . . . . . . Routing Commands . . . . . . . . . . Setting Up Server Groups . . . . . . . . Querying Server Availability . . . . . . . Using Virtual Volumes to Store Data on Another Server . . . . . . . . . . . . . . . . Setting Up Source and Target Servers for Virtual Volumes . . . . . . . . . . . . . . Performing Operations at the Source Server . . Reconciling Virtual Volumes and Archive Files 641 642 643 643 644 644 646 646 646 649 652 653 654 657 658 665 667 671 672 672 673 673 674 674 674 674 675 677 679 679 680 682 684

Chapter 22. Exporting and Importing Data . . . . . . . . . . . . . . . 687Data That Can Be Exported and Imported . Exporting Restrictions . . . . . . Deciding What Information to Export . Deciding When to Export . . . . . Exporting Data Directly to Another Server. Options to Consider Before Exporting . . . . . . . . . . . . . . . . . . . 687 688 688 689 690 690

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Preparing to Export to Another Server for Immediate Import . . . . . . . . . . . Monitoring the Server-to-Server Export Process Exporting Administrator Information to Another Server . . . . . . . . . . . . . . . Exporting Client Node Information to Another Server . . . . . . . . . . . . . . . Exporting Policy Information to Another Server Exporting Server Data to Another Server . . . Exporting and Importing Data Using Sequential Media Volumes . . . . . . . . . . . . . Preparing to Export or Import Data (Sequential Media) . . . . . . . . . . . . . . Exporting Tasks . . . . . . . . . . . Importing Data from Sequential Media Volumes Monitoring Export and Import Processes . . . Exporting and Importing Data from Virtual Volumes . . . . . . . . . . . . . .

694 695 695 696 696 697 697 697 699 702 711 714

Part 5. Protecting the Server . . . 717Chapter 23. Protecting and Recovering Your Server . . . . . . . 719Levels of Protection . . . . . . . . . . . Storage Pool Protection: An Overview . . . . . How Restore Processing Works . . . . . . How the Destroyed Volume Access Mode Works Database and Recovery Log Protection: An Overview. . . . . . . . . . . . . . . Mirroring . . . . . . . . . . . . . . Database and Recovery Log Protection . . . . Snapshot Database Protection . . . . . . . . Mirroring the Database and Recovery Log . . . . Separating Disk Volume Copies On Separate Physical Disks When Mirroring the Database and Recovery Log . . . . . . . . . . . Defining Database or Recovery Log Mirrored Volume Copies . . . . . . . . . . . . Specifying Mirroring and Database Page Shadowing Server Options . . . . . . . . Requesting Information about Mirrored Volumes . . . . . . . . . . . . . . Backing Up Storage Pools . . . . . . . . . Scheduling Storage Pool Backups . . . . . . Example: Simple Hierarchy with One Copy Storage Pool . . . . . . . . . . . . . How to Backup Data Stored in a Centera Storage Pool . . . . . . . . . . . . . Using Simultaneous Write to Copy Storage Pools . . . . . . . . . . . . . . . Using Multiple Copy Storage Pools and Active-data Pools . . . . . . . . . . . Delaying Reuse of Volumes for Recovery Purposes . . . . . . . . . . . . . . Backing Up the Database . . . . . . . . . Defining Device Classes for Backups . . . . Setting the Recovery Log Mode . . . . . . Estimating the Size of the Recovery Log . . . Scheduling Database Backups . . . . . . . Automating Database Backups . . . . . . 720 720 721 722 722 723 723 725 725

726 726 727 728 729 731 732 732 733 733 734 735 735 736 736 737 737

Saving the Volume History File . . . . . . Saving the Device Configuration File . . . . Saving the Server Options . . . . . . . . Saving the Database and Recovery Log Information . . . . . . . . . . . . . Doing Full and Incremental Backups . . . . Performing Snapshot Database Backups . . . Recovering Your Server Using Database and Storage Pool Backups . . . . . . . . . . . Restoring a Database to a Point-in-Time . . . Restoring a Database to its Most Current State Restoring Storage Pools . . . . . . . . . Restoring Your Server Using Mirrored Volumes Restoring Storage Pool Volumes . . . . . . . What Happens When a Volume Is Restored . . When a Volume Restoration Is Incomplete . . . Auditing a Storage Pool Volume . . . . . . . What Happens When You Audit Storage Pool Volumes . . . . . . . . . . . . . . Data Validation During Audit Volume Processing . . . . . . . . . . . . . Auditing a Volume in a Disk Storage Pool . . . Auditing Multiple Volumes in a Sequential Access Storage Pool . . . . . . . . . . Auditing a Single Volume in a Sequential Access Storage Pool . . . . . . . . . . . . . Auditing Volumes by Date Written . . . . . Auditing Volumes in a Specific Storage Pool . . Defining a Schedule to Audit Volumes on a Regular Basis . . . . . . . . . . . . Correcting Damaged Files . . . . . . . . . Maintaining the Integrity of Files . . . . . . Restoring Damaged Files . . . . . . . . Backup and Recovery Scenarios . . . . . . . Protecting Your Database and Storage Pools . . Recovering to a Point-in-Time from a Disaster Recovering a Lost or Damaged Storage Pool Volume . . . . . . . . . . . . . . Restoring a Library Manager Database . . . . . Restoring a Library Client Database . . . . . .

739 741 743 744 744 744 745 746 749 750 752 753 754 755 755 756 757 761 762 762 762 763 763 763 763 764 765 765 766 769 770 771

Chapter 24. Using Disaster Recovery Manager . . . . . . . . . . . . . 773Querying Defaults for the Disaster Recovery Plan File . . . . . . . . . . . . . . . . Specifying Defaults for the Disaster Recovery Plan File . . . . . . . . . . . . . Specifying Defaults for Offsite Recovery Media Management . . . . . . . . . . . Specifying Recovery Instructions for Your Site . Specifying Information About Your Server and Client Node Machines . . . . . . . . . Specifying Recovery Media for Client Machines Creating and Storing the Disaster Recovery Plan Storing the Disaster Recovery Plan Locally . Storing the Disaster Recovery Plan on a Target Server . . . . . . . . . . . . . . Disaster Recovery Plan Environmental Considerations . . . . . . . . . . . Managing Disaster Recovery Plan Files Stored on Target Servers . . . . . . . . . . . .Contents

. 774 . 774 . 776 . 778 . 780 784 785 . 786 . 786 . 787 . 788

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Displaying Information about Recovery Plan Files . . . . . . . . . . . . . . . Displaying the Contents of a Recovery Plan File Restoring a Recovery Plan File . . . . . . Expiring Recovery Plan Files Automatically . . Deleting Recovery Plan Files Manually . . . . Moving Backup Media . . . . . . . . . . Moving Backup Volumes Offsite . . . . . . Moving Backup Volumes Onsite . . . . . . Summary of Disaster Recovery Manager Daily Tasks . . . . . . . . . . . . . . . . Staying Prepared for a Disaster . . . . . . . Recovering From a Disaster . . . . . . . . Server Recovery Scenario . . . . . . . . Client Recovery Scenario . . . . . . . . Recovering When Using Different Hardware at the Recovery Site . . . . . . . . . . . . . Automated SCSI Library at the Original Site and a Manual SCSI Library at the Recovery Site . . Automated SCSI Library at the Original and Recovery Sites . . . . . . . . . . . . Managing Copy Storage Pool Volumes at the Recovery Site . . . . . . . . . . . . Disaster Recovery Manager Checklist . . . . . The Disaster Recovery Plan File . . . . . . . Breaking Out a Disaster Recovery Plan File . . Structure of the Disaster Recovery Plan File . . Example Disaster Recovery Plan File . . . .

789 789 789 790 790 790 792 794 795 796 797 798 800 803 803 804 805 805 808 808 812 815

Administrators Tasks . . . . . . . . . Adding a Node to an Existing Cluster . . . Migrating an Existing Tivoli Storage Manager Server into a Cluster . . . . . . . . . Backup and Restore . . . . . . . . . Managing Tivoli Storage Manager on a Cluster Managing Tape Failover . . . . . . . .

. 861 . 861 . 861 . 862 862 . 863

Appendix C. External Media Management Interface Description . . 865CreateProcess Call . . . . . . . Processing during Server Initialization Processing for Mount Requests . . Processing for Release Requests . . Processing for Batch Requests . . . Error Handling . . . . . . . . Begin Batch Request . . . . . . End Batch Request . . . . . . Volume Query Request . . . . . Initialization Requests . . . . . Volume Eject Request . . . . . . Volume Release Request . . . . . Volume Mount Request . . . . . Volume Dismount Request . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 865 866 866 866 867 867 868 868 868 869 870 871 871 874

Appendix D. User Exit and File Exit Receivers . . . . . . . . . . . . . 877Sample User Exit Declarations . . . . . . . Sample User Exit Program . . . . . . . . Readable Text File Exit (FILETEXTEXIT) Format . 877 . 880 882

Appendix A. Upgrading from Tivoli Storage Manager Express . . . . . . 833Key terminology changes . . . . . . . . . 833 Configuration objects migrated from Tivoli Storage Manager Express . . . . . . . . . . . . 834 Resources for more information . . . . . . . 835 System status . . . . . . . . . . . . . 837 Automatic backups . . . . . . . . . . . 838 Restore and manual backup . . . . . . . . 839 Copy backups to media . . . . . . . . . . 840 Libraries, drives, and tapes . . . . . . . . . 841 Backup server settings . . . . . . . . . . 842 Computers and applications . . . . . . . . 844 Reports . . . . . . . . . . . . . . . 845

Appendix E. Setting Up Active Directory . . . . . . . . . . . . . 883Overview: Using Tivoli Storage Manager With Active Directory . . . . . . . . . . . . Configuration Instructions . . . . . . . . . Configuring Active Directory on the Windows Machine . . . . . . . . . . . . . . Performing the One-time Configuration . . . Configuring Each Tivoli Storage Manager Server Instance . . . . . . . . . . . . . . Storage and Replication Impact . . . . . . . 883 883 884 884 885 887

Appendix B. Configuring and Managing Clusters . . . . . . . . . 847Cluster Components . . . . . . . Understanding Nodes in a Cluster . SCSI Tape Failover . . . . . . . SCSI Failover Setup . . . . . . Terminating the Shared SCSI Bus . . Fibre Tape Failover . . . . . . . Fibre Failover Setup . . . . . . Configuration Considerations . . . . Planning the Cluster Configuration . . General Considerations . . . . . Tivoli Storage Manager Cluster Setup MSCS . . . . . . . . . . . Tivoli Storage Manager Cluster Setup Clustering Configuration Worksheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . with . . . . with VCS . . . . 848 848 852 853 853 854 854 855 855 855 855 859 860

Appendix F. Configuring a Device on Windows Server 2003 . . . . . . . . 889Configure a Device . . . . . . . . . . . 889

Appendix G. Setting up the Secure Sockets Layer (SSL) . . . . . . . . 891Enabling SSL for the Integrated Solutions Console Official Certificates . . . . . . . . . . 1. Create the SSL Server/Client key and trust files . . . . . . . . . . . . . . 2. Create the JACL script in \AppServer\bin . . . . . . . 3. Modify wsadmin.properties to reflect the correct SOAP port . . . . . . . . . . 4. Run wsadmin on the JACL script . . . . 5. Modify ConfigService.properties . . . . . 891 . 891 . 894 . 895 . 895 . 896

xii


6. Modify web.xml . . . . . . . 7. Stop the ISC_Portal . . . . . . 8. Modify the soap.client.props . . . 9. Start the ISC_Portal . . . . . . 10. Test your changes . . . . . . . Setting up the Lightweight Directory Access Protocol (LDAP) over SSL . . . . . .

. . . . . .

. . . . . .

. . . . .

896 896 896 897 897

Appendix H. Notices . . . . . . . . 901Trademarks . . . . . . . . . . . . . . 903

Glossary . . . . . . . . . . . . . 905 Index . . . . . . . . . . . . . . . 915

. 897

Contents

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About this PublicationIBM Tivoli Storage Manager is a client/server program that provides storage management solutions to customers in a multi-vendor computer environment. IBM Tivoli Storage Manager provides an automated, centrally scheduled, policy-managed backup, archive, and space-management facility for file servers and workstations.

IBM Tivoli Storage Manager PublicationsThis section lists publications in the IBM Tivoli Storage Manager library and related documents. It also describes how to access Tivoli publications online and how to order Tivoli publications.

IBM Tivoli Storage Manager LibraryThe following documents are available in theTivoli Storage Manager library:Publication Title IBM Tivoli Storage Management Products License Information IBM Tivoli Storage Manager Messages IBM Tivoli Storage Manager for Windows Administrators Guide IBM Tivoli Storage Manager for Windows Administrators Reference IBM Tivoli Storage Manager for Windows Installation Guide IBM Tivoli Storage Manager Basic Concepts Poster Order Number GH09-4572 SC32-0140 SC32-0121 SC32-0127 GC23-5973 SC32-9464

The following table lists Tivoli Storage Manager storage agent publications.Publication Title IBM Tivoli Storage Manager for SAN for AIX Storage Agent Users Guide IBM Tivoli Storage Manager for SAN for HP-UX Storage Agent Users Guide IBM Tivoli Storage Manager for SAN for Linux Storage Agent Users Guide IBM Tivoli Storage Manager for SAN for Sun Solaris Storage Agent Users Guide IBM Tivoli Storage Manager for SAN for Windows Storage Agent Users Guide Order Number SC32-0129 SC32-0130 SC32-0131 SC32-0132 SC32-0133

The following table lists Tivoli Storage Manager client publications.Publication Title Order Number

IBM Tivoli Storage Manager for Space Management for UNIX and Linux: SC32-0148 Users Guide IBM Tivoli Storage Manager for Macintosh: Backup-Archive Clients Installation and Users Guide SC32-0143

Copyright IBM Corp. 1993, 2007

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Publication Title IBM Tivoli Storage Manager for NetWare: Backup-Archive Clients Installation and Users Guide IBM Tivoli Storage Manager for UNIX and Linux: Backup-Archive Clients Installation and Users Guide IBM Tivoli Storage Manager for Windows: Backup-Archive Clients Installation and Users Guide IBM Tivoli Storage Manager Using the Application Program Interface

Order Number SC32-0144 SC32-0145 SC32-0146 SC32-0147

The following table lists publications for application protection products.Publication Title IBM Tivoli Storage Manager for Application Servers: Data Protection for WebSphere Application Server Installation and Users Guide Version 5.2 IBM Tivoli Storage Manager for Databases: Data Protection for Microsoft SQL Server Installation and Users Guide IBM Tivoli Storage Manager for Databases: Data Protection for Oracle for UNIX and Linux Installation and Users Guide Version 5.4 IBM Tivoli Storage Manager for Databases: Data Protection for Oracle for Windows Installation and Users Guide Version 5.4 IBM Tivoli Storage Manager for Databases: Data Protection for Informix Installation and Users Guide Order Number SC32-9075 SC32-9059 SC32-9064 SC32-9065 SH26-4095

IBM Tivoli Storage Manager for Enterprise Resource Planning: Data Protection for SC33-6341 SAP Installation and Users Guide for DB2 IBM Tivoli Storage Manager for Enterprise Resource Planning: Data Protection for SC33-6340 SAP Installation and Users Guide for Oracle IBM Tivoli Storage Manager for Hardware: Data Protection for EMC Symmetrix for R/3 Installation and Users Guide SC33-6386

IBM Tivoli Storage Manager for Hardware: Data Protection for Enterprise Storage SC32-9060 Server for DB2 UDB Installation and Users Guide IBM Tivoli Storage Manager for Hardware: Data Protection for FlashCopy Devices GC32-1772 for Oracle Installation and Users Guide Version 5.3 IBM Tivoli Storage Manager for Advanced Copy Services: Data Protection for SC33-8208 Snapshot Devices for mySAP Installation and Users Guide for DB2 UDB Version 5.4 IBM Tivoli Storage Manager for Advanced Copy Services: Data Protection for Snapshot Devices for mySAP Installation and Users Guide for Oracle Version 5.4 IBM Tivoli Storage Manager for Mail: Data Protection for Lotus Domino for UNIX, Linux, and OS/400 Installation and Users Guide IBM Tivoli Storage Manager for Mail: Data Protection for Lotus Domino for Windows Installation and Users Guide IBM Tivoli Storage Manager for Mail: z/OS Edition Licensed Program Specifications IBM Tivoli Storage Manager for Mail: Data Protection for Microsoft Exchange Server Installation and Users Guide SC33-8207 SC32-9056 SC32-9057 GC32-0838 SC32-9058

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Related IBM PublicationsThe following table lists related IBM hardware products publications.Title IBM Magstar 3494 Tape Library Introduction and Planning Guide IBM Magstar MP 3570 Tape Subsystem Operators Guide IBM TotalStorage Enterprise Tape System 3590 Operator Guide IBM Magstar 3494 Tape Library Dataserver Operator Guide IBM TotalStorage Enterprise Tape System 3592 Operator Guide Order Number GA32-0279 GA32-0345 GA32-0330 GA32-0280 GA32-0465

Accessing Publications OnlineYou can access and download IBM Tivoli Storage Manager publications from the following locations: IBM Tivoli Storage Manager Information Center You can find PDF and HTML versions in the Information Center at publib.boulder.ibm.com/infocenter/tivihelp/v1r1/index.jsp IBM Publications Center You can find PDF versions in the IBM Publications Center at www.ibm.com/shop/publications/order

Tivoli Technical TrainingFor Tivoli technical training information, refer to the following IBM Tivoli Education Web site: http://www.ibm.com/software/tivoli/education

Support InformationThis section describes the following options for obtaining support for IBM products: v Searching knowledge bases v Obtaining fixes on page xviii v Contacting IBM Software Support on page xviii

Searching knowledge basesIf you have a problem with your IBM software, begin by searching the available knowledge bases to determine whether the resolution to your problem is already documented.

Search the information centerYou can use the search function of IBM Tivoli Storage Manager Information Center to query conceptual information, instructions for completing tasks, reference information, and support documents. The information center is at the following Web site: publib.boulder.ibm.com/infocenter/tivihelp/v1r1/index.jsp.

Search the InternetIf you cannot find an answer to your question in the information center, search the Internet for the latest, most complete information that might help you resolve your problem. To search multiple Internet resources for your product, go to the supportAbout this Publication

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web site for the product (www.ibm.com/software/sysmgmt/products/ support/IBMTivoliStorageManager.html) and look for the section to search the support knowledge base. From this section, you can search a variety of resources including: v IBM technotes v IBM downloads v IBM Redbooks v Forums and newsgroups

Obtaining fixesA product fix might be available to resolve your problem. You can determine what fixes are available for your IBM software product by checking the product support Web site: 1. Go to the Tivoli Storage Manager support Web site www.ibm.com/software/ sysmgmt/products/ support/IBMTivoliStorageManager.html. 2. From this page you can view all product downloads or search for specific fixes. To receive weekly e-mail notifications about fixes and other news about IBM products, follow these steps: 1. From the support page for any IBM product, click My support in the upper-right corner of the page. 2. If you have already registered, skip to the next step. If you have not registered, click register in the upper-right corner of the support page to establish your user ID and password. 3. Sign in to My support. 4. On the My support page, click Edit profiles in the left navigation pane, and scroll to Select Mail Preferences. Select a product family and check the appropriate boxes for the type of information you want. 5. Click Submit. 6. For e-mail notification for other products, repeat Steps 4 and 5. For more information about types of fixes, see the Software Support Handbook (http://techsupport.services.ibm.com/guides/handbook.html).

Contacting IBM Software SupportIBM Software Support provides assistance with product defects. Before contacting IBM Software Support, your company must have an active IBM software maintenance contract, and you must be authorized to submit problems to IBM. The type of software maintenance contract that you need depends on the type of product you have: v For IBM distributed software products (including, but not limited to, Tivoli, Lotus, and Rational products, as well as DB2 and WebSphere products that run on Windows or UNIX operating systems), enroll in Passport Advantage in one of the following ways: Online: Go to the Passport Advantage Web page (www.lotus.com/services/ passport.nsf/WebDocs/ Passport_Advantage_Home) and click How to Enroll By phone: For the phone number to call in your country, go to the IBM Software Support Web site (http://techsupport.services.ibm.com/guides/ contacts.html) and click the name of your geographic region.

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v For IBM eServer software products (including, but not limited to, DB2 and WebSphere products that run in zSeries, pSeries, and iSeries environments), you can purchase a software maintenance agreement by working directly with an IBM sales representative or an IBM Business Partner. For more information about support for eServer software products, go to the IBM Technical Support Advantage Web page (http://www.ibm.com/servers/eserver/techsupport.html). If you are not sure what type of software maintenance contract you need, call 1-800-IBMSERV (1-800-426-7378) in the United States or, from other countries, go to the contacts page of the IBM Software Support Handbook on the Web (http://techsupport.services.ibm.com/guides/contacts.html) and click the name of your geographic region for phone numbers of people who provide support for your location. Follow the steps in this topic to contact IBM Software Support: 1. Determine the business impact of your problem. 2. Describe your problem and gather background information. 3. Submit your problem to IBM Software Support.

Determine the business impact of your problemWhen you report a problem to IBM, you are asked to supply a severity level. Therefore, you need to understand and assess the business impact of the problem you are reporting. Use the following criteria:Severity 1 Critical business impact: You are unable to use the program, resulting in a critical impact on operations. This condition requires an immediate solution. Significant business impact: The program is usable but is severely limited. Some business impact: The program is usable with less significant features (not critical to operations) unavailable. Minimal business impact: The problem causes little impact on operations, or a reasonable circumvention to the problem has been implemented.

Severity 2 Severity 3 Severity 4

Describe your problem and gather background informationWhen explaining a problem to IBM, be as specific as possible. Include all relevant background information so that IBM Software Support specialists can help you solve the problem efficiently. To save time, know the answers to these questions: v What software versions were you running when the problem occurred? v Do you have logs, traces, and messages that are related to the problem symptoms? IBM Software Support is likely to ask for this information. v Can the problem be re-created? If so, what steps led to the failure? v Have any changes been made to the system? (For example, hardware, operating system, networking software, and so on.) v Are you currently using a workaround for this problem? If so, please be prepared to explain it when you report the problem.

Submit your problem to IBM Software SupportYou can submit your problem in one of two ways: v Online: Go to the Submit and track problems page on the IBM Software Support site (http://www.ibm.com/software/support/probsub.html). Enter your information into the appropriate problem submission tool.About this Publication

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v By phone: For the phone number to call in your country, go to the contacts page of the IBM Software Support Handbook on the Web (http:// techsupport.services.ibm.com/guides/contacts.html) and click the name of your geographic region. If the problem you submit is for a software defect or for missing or inaccurate documentation, IBM Software Support creates an Authorized Program Analysis Report (APAR). The APAR describes the problem in detail. Whenever possible, IBM Software Support provides a workaround for you to implement until the APAR is resolved and a fix is delivered. IBM publishes resolved APARs on the IBM product support Web pages daily, so that other users who experience the same problem can benefit from the same resolutions. For more information about problem resolution, see Searching knowledge bases and Obtaining fixes.

Conventions Used in This Guidev Command to be entered on the Windows command line:> dsmadmc

v Command to be entered on the command line of an administrative client:query devclass

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Changes for Tivoli Storage Manager Version 5This section summarizes changes that were made to the Tivoli Storage Manager product and this publication. | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |

Technical Changes for Version 5 Release 5 November 2007The following changes have been made to the product for this edition: New method for calculating migration thresholds for storage pools associated with sequential-access disk (FILE) devices In previous releases of Tivoli Storage Manager, migration thresholds for storage pools associated with sequential-access disk (FILE) devices were based on volume utilization. In this release, migration thresholds are based on a percentage of the storage pools total data capacity. For example, a sequential-access disk storage pool with a capacity of 100 TB and a high migration threshold of 70% is migrated when the pool contains 70 TB of data. This method of calculating migration thresholds provides a potentially more efficient use of large, sequential-access disk storage pools. The server continues to migrate files by volume; after each volume is migrated, the server checks to determine if the low migration threshold has been reached. If you are upgrading from a previous version of Tivoli Storage Manager, you will notice that more data must be stored before migration starts. Be sure to adjust your migration thresholds so that you do not run out of space for routine storage operations such as backups. For more information, see Migration for Sequential Access Storage Pools on page 292. Concurrent access to volumes in storage pools with a device type of FILE In previous versions of Tivoli Storage Manager, a client session or server process had to wait for a FILE volume if the volume was in use by another session or process. In this version, the Tivoli Storage Manager server allows concurrent read-access and write-access to the volume. Concurrent access improves restore performance by allowing two or more clients to access the same volume at the same time. Multiple client sessions (archive, retrieve, backup, and restore) or server processes (for example, storage pool backup) can read the volume concurrently. In addition, one client session can write to the volume while it is being read. The following server processes are allowed shared read access to FILE volumes: v BACKUP DB v BACKUP STGPOOL v COPY ACTIVEDATA v EXPORT/IMPORT NODE v EXPORT/IMPORT SERVER v GENERATE BACKUPSET v RESTORE STGPOOL v RESTORE VOLUME Copyright IBM Corp. 1993, 2007

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The following server processes are not allowed shared read access to FILE volumes: v AUDIT VOLUME v DELETE VOLUME v v v v MIGRATION MOVE DATA MOVE NODEDATA RECLAMATION

A FILE volume can appear as the current volume for more than one session and as the target of concurrent read and write operations. There are no command changes associated with this feature. Restartable server-to-server export You can now suspend and later restart an export operation if it is a server-to-server export that is designated with a FILEDATA value other than NONE. If an export operation was suspended because of errors or because the SUSPEND EXPORT command was issued, you can restart the export at the point where it was suspended. To find those export operations that can be restarted, issue the QUERY EXPORT command. You can also specify the TODATE and TOTIME parameters when issuing an EXPORT NODE or EXPORT SERVER command. New Support for Plasmon and IBM UDO2 Optical Disk Drives and Media Tivoli Storage Manager now supports Plasmon and IBM UDO2 optical disk drives and media. A new recording format is available for the OPTICAL device type. Note that you cannot mix UDO1 and UDO2 drives in a single library. See the Administrators Reference for more information. IBM and HP LTO-4 Drive Support and Encryption Tivoli Storage Manager now supports IBM and HP LTO-4 tape drives. New recording formats are available for the linear tape open (LTO) device class. Tape device encryption is also supported. Encryption provides security for data on individual tapes and protects sensitive information that might be transported offsite. When enabled, Tivoli Storage Manager manages encrypting and decrypting data on tapes, according to specifications set when defining the LTO device class. To enable drive encryption with IBM LTO-4, you must have the IBM RMSS Ultrium device driver installed. IBM LTO-4 SCSI drives do not support encryption. For details, see Using Drive Encryption on page 218 and the Administrators Reference. TCP/IP Version 6 Tivoli Storage Manager is now able to use TCP/IP Version 6 (IPv6) as its communications protocol. IPv6 is interoperable with TCP/IP Version 4. You can specify either IPv4 or IPv4/IPv6 in the COMMMETHOD option when you start the server, storage agent, client, or API application. The same port numbers are used by the server, storage agent, client, or API application for both IPv4 and IPv6. IPv6 address formats are acceptable for all functions that support IPv6. However, if you use IPv6 addresses for functions that do not support IPv6, communications will fail. The following functions do not support IPv6: v NDMP: backing up and restoring storage pools, copying and moving data (continue to use IPv4)

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ACSLS (continue to use IPv4) SNMP (continue to use IPv4) Centera device support (continue to use IPv4) Shared Memory Protocol (continue to use IPv4) Windows Microsoft Management Console functions (continue to use IPv4) v Tivoli Enterprise Console (TEC) support v Administration Center (continue to use IPv4) v v v v v See the Administrators Reference for more information. Secure Sockets Layer communication option Communications between the Tivoli Storage Manager server and the backup-archive client, administrative command-line client (dsmadmc), and client Application Programming Interface are always password protected. However, you can now add another level of data protection by using Secure Sockets Layer (SSL). SSL is the standard technology for creating encrypted links between servers and clients. SSL provides a secure channel for servers and clients to communicate over open communications paths. See Securing Client and Server Communications on page 478 for more information. Support for Long Object Names Tivoli Storage Manager now supports fully qualified object names of up to 8704 bytes in length. This support is available for backup and restore functions, and is dependent on whether or not the client also supports the byte length. Long names might be abbreviated in message or query output due to length. You can display them using the DISPLAY OBJNAME command. For details, see Object Names for Clients on page 390 and the Administrators Reference.

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Part 1. IBM Tivoli Storage Manager Basics


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Chapter 1. Introducing IBM Tivoli Storage ManagerIBM Tivoli Storage Manager is an enterprise-wide storage management application. It provides automated storage management services to workstations, personal computers, and file servers from a variety of vendors, with a variety of operating systems. Tivoli Storage Manager includes the following components: Server Server program The server program provides backup, archive, and space management services to the clients. You can set up multiple servers in your enterprise network to balance storage, processor, and network resources. Administrative interface The administrative interface allows administrators to control and monitor server activities, define management policies for clients, and set up schedules to provide services to clients at regular intervals. Administrative interfaces available include a command-line administrative client and a Web browser interface called the Administration Center. Tivoli Storage Manager allows you to manage and control multiple servers from a single interface that runs in a Web browser. The Tivoli Storage Manager server for Windows also includes the Tivoli Storage Manager Management Console (Tivoli Storage Manager Console), which is a Microsoft Management Console (MMC) snap-in. Server database and recovery log The Tivoli Storage Manager server uses a database to track information about server storage, clients, client data, policy, and schedules. The server uses the recovery log as a scratch pad for the database, recording information about client and server actions while the actions are being performed. Server storage The server can write data to hard disk drives, disk arrays and subsystems, stand-alone tape drives, tape libraries, and other forms of random- and sequential-access storage. The media that the server uses are grouped into storage pools. The storage devices can be connected directly to the server, or connected via local area network (LAN) or storage area network (SAN). Client Nodes A client node can be a workstation, a personal computer, a file server, a network-attached storage (NAS) file server, or even another Tivoli Storage Manager server. The client node has IBM Tivoli Storage Manager client software installed (except for NAS file servers using NDMP). A client node is registered with the server. Backup-archive client The backup-archive client allows users to maintain backup versions of files, which they can restore if the original files are lost or damaged. Users can also archive files for long-term storage and retrieve the archived files when necessary. Users themselves or administrators can register workstations and file servers as client nodes with a Tivoli Storage Manager server.


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The storage agent is an optional component that may also be installed on a system that is a client node. The storage agent enables LAN-free data movement for client operations and is supported on a number of operating systems. Network-attached storage file server (using NDMP) The server can use the Network Data Management Protocol (NDMP) to back up and restore file systems stored on a network-attached storage (NAS) file server. The data on the NAS file server is backed up to a tape library. No Tivoli Storage Manager software needs to be installed on the NAS file server. A NAS file server can also be backed up over the LAN to a Tivoli Storage Manager server. See Chapter 7, Using NDMP for Operations with NAS File Servers, on page 161 for more information, including supported NAS file servers. Application client Application clients allow users to perform online backups of data for applications such as database programs. After the application program initiates a backup or restore, the application client acts as the interface to Tivoli Storage Manager. The Tivoli Storage Manager server then applies its storage management functions to the data. The application client can perform its functions while application users are working, with minimal disruption. The following products provide application clients for use with the Tivoli Storage Manager server: v Tivoli Storage Manager for Application Servers v Tivoli Storage Manager for Databases v Tivoli Storage Manager for Enterprise Resource Planning v Tivoli Storage Manager for Mail Also available is Tivoli Storage Manager for Hardware, which works with the backup-archive client and the API to help eliminate backup-related performance effects. Application program interface (API) The API allows you to enhance existing applications to use the backup, archive, restore, and retrieve services that Tivoli Storage Manager provides. Tivoli Storage Manager API clients can register as client nodes with a Tivoli Storage Manager server. Tivoli Storage Manager for Space Management Tivoli Storage Manager for Space Management provides space management services for workstations on some platforms. The space management function is essentially a more automated version of archive. Tivoli Storage Manager for Space Management automatically migrates files that are less frequently used to server storage, freeing space on the workstation. The migrated files are also called space-managed files. Users can recall space-managed files automatically simply by accessing them as they normally would from the workstation. Tivoli Storage Manager for Space Management is also known as the space manager client, or the hierarchical storage management (HSM) client. Storage agents The storage agent is an optional component that may be installed on a system that is also a client node. The storage agent enables LAN-free data movement for client operations.

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The storage agent is available for use with backup-archive clients and application clients on a number of operating systems. The Tivoli Storage Manager for Storage Area Networks product includes the storage agent. For information about supported operating systems for clients, see the IBM Tivoli Storage Manager Web site at www.ibm.com/software/sysmgmt/products/ support/IBMTivoliStorageManager.html Client programs such as the backup-archive client and the HSM client (space manager) are installed on systems that are connected through a LAN and are registered as client nodes. From these client nodes, users can back up, archive, or migrate files to the server. The following sections present key concepts and information about IBM Tivoli Storage Manager. The sections describe how Tivoli Storage Manager manages client files based on information provided in administrator-defined policies, and manages devices and media based on information provided in administrator-defined Tivoli Storage Manager storage objects. The final section gives an overview of tasks for the administrator of the server, including options for configuring the server and how to maintain the server.Concepts: How IBM Tivoli Storage Manager Stores Client Data How the Server Manages Storage on page 16 Configuring and Maintaining the Server on page 17

How IBM Tivoli Storage Manager Stores Client DataTivoli Storage Manager policies are rules that determine how the client data is stored and managed. The rules include where the data is initially stored, how many backup versions are kept, how long archive copies are kept, and so on. You can have multiple policies and assign the different policies as needed to specific clients, or even to specific files. Policy assigns a location in server storage where data is initially stored. Server storage is divided into storage pools that are groups of storage volumes. Server storage can include hard disk, optical, and tape volumes. When you install Tivoli Storage Manager, you have a default policy that you can use. For details about this default policy, see The Standard Policy on page 423. You can modify this policy and define additional policies. Clients use Tivoli Storage Manager to store data for any of the following purposes: Backup and restore The backup process copies data from client workstations to server storage to ensure against loss of data that is regularly changed. The server retains versions of a file according to policy, and replaces older versions of the file with newer versions. Policy includes the number of versions and the retention time for versions. A client can restore the most recent version of a file, or can restore earlier versions.

Chapter 1. Introducing IBM Tivoli Storage Manager

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Archive and retrieve The archive process copies data from client workstations to server storage for long-term storage. The process can optionally delete the archived files from the client workstations. The server retains archive copies according to the policy for archive retention time. A client can retrieve an archived copy of a file. Instant archive and rapid recovery Instant archive is the creation of a complete set of backed-up files for a client. The set of files is called a backup set. A backup set is created on the server from the most recently backed-up files that are already stored in server storage for the client. Policy for the backup set consists of the retention time that you choose when you create the backup set. You can copy a backup set onto compatible portable media, which can then be taken directly to the client for rapid recovery without the use of a network and without having to communicate with the Tivoli Storage Manager server. Migration and recall Migration, a function of the Tivoli Storage Manager for Space Management program, frees up client storage space by copying files from workstations to server storage. On the client, the Tivoli Storage Manager for Space Management program replaces the original file with a stub file that points to the original in server storage. Files are recalled to the workstations when needed. This process is also called hierarchical storage management (HSM). Once configured, the process is transparent to the users. Files are migrated and recalled automatically. Policy determines when files are considered for automatic migration. On the UNIX or Linux systems that support the Tivoli Storage Manager for Space Management program, policies determine whether files must be backed up to the server before being migrated. Space management is also integrated with backup. If the file to be backed up is already migrated to server storage, the file is backed up from there. Figure 1 on page 7 shows how policy is part of the Tivoli Storage Manager process for storing client data.

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Clients

Server

Client Data

Storage Pools

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Migration Backup or Archive Database Policy Domain Policy Set Management Class

Copy Group

Figure 1. How IBM Tivoli Storage Manager Controls Backup, Archive, and Migration Processes

The steps in the process are as follows: 1 A client initiates a backup, archive, or migration operation. The file involved in the operation is bound to a management class. The management class is either the default or one specified for the file in client options (the clients include-exclude list). 2 If the file is a candidate for backup, archive, or migration based on information in the management class, the client sends the file and file information to the server. 3 The server checks the management class that is bound to the file to determine the destination, the name of the Tivoli Storage Manager storage pool where the server initially stores the file. For backed-up and archived files, destinations are assigned in the backup and archive copy groups, which are within management classes. For space-managed files, destinations are assigned in the management class itself. The storage pool can be a group of disk volumes, tape volumes, or optical volumes. 4 The server stores the file in the storage pool that is identified as the storage destination. The Tivoli Storage Manager server saves information in its database about each file that it backs up, archives, or migrates. If you set up server storage in a hierarchy, Tivoli Storage Manager can later migrate the file to a storage pool different from the one where the file wasChapter 1. Introducing IBM Tivoli Storage Manager

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initially stored. For example, you may want to set up server storage so that Tivoli Storage Manager migrates files from a disk storage pool to tape volumes in a tape storage pool. Files remain in server storage until they expire and expiration processing occurs, or until they are deleted from server storage. A file expires because of criteria that are set in policy. For example, the criteria include the number of versions allowed for a file and the number of days that have elapsed since a file was deleted from the clients file system. If data retention protection is activated, an archive object cannot be inadvertently deleted. For information on assigning storage destinations in copy groups and management classes, and on binding management classes to client files, see Chapter 13, Implementing Policies for Client Data, on page 421. For information on managing the database, see Chapter 19, Managing the Database and Recovery Log, on page 569. For information about storage pools and storage pool volumes, see Chapter 10, Managing Storage Pools and Volumes, on page 257. For information about event-based policy, deletion hold, and data retention protection, see Chapter 13, Implementing Policies for Client Data, on page 421.

Options for Data ProtectionIBM Tivoli Storage Manager provides a variety of backup and archive operations, allowing you to select the right protection for the situation. Table 1 shows some examples of the protection options.Table 1. Examples of Meeting Your Goals with IBM Tivoli Storage Manager For this goal... Back up files that are on a users workstation, and have the ability to restore individual files. Back up a file server, and have the ability to restore individual files. Do this... Use the backup-archive client to perform incremental backups or selective backups. Us

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