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Creating a client resource using the Client Backup Configuration wizard

This describes the Client Backup Configuration wizard procedure.

To use the Client Backup Configuration wizard option from the NetWorker Management Console, you must install the NMM client on the Exchange server.

NOTICE

Do not use the Client Configuration wizard to configure client resources for Exchange Server LCR or SCC configurations. Follow the procedure in Creating a client resource for Exchange backups by using the NetWorker Management Console to manually create client resources for Exchange Server LCR or SCC configurations.

Procedure

1. In the Administration view of the NetWorker Management Console, select the Configuration tab, and then from the menu bar, select Configuration > New Client wizard.

Figure 11 Initial screen of Client Backup Configuration wizard

2. On the Specify the Client Name and Type screen:

a. In the Client name field, type the name of the client where NMM is installed.

l For stand-alone configurations, type the name of the client where NMM is installed.

l For CCR configurations, type the virtual server name to configure an active node backup, or type the physical host name to configure a passive node backup.

l For federated backup client backup configurations, type the DAG name.

l For non-federated backup client backup configurations, type the DAG node name.

Note

If you created the client using the short name, provide the short name in the Client name field. If you created the client using the FQDN, provide the FQDN in the Client name field.

Note

Do not use the IP address for the client name because it can cause errors.

b. Select the Traditional NetWorker Client option.

c. Click Next.

3. On the Select the Backup Application Type screen, click on the Microsoft Exchange Server listed under Available Applications and then click Next.

4. On the Specify the Client Backup Options screen:

a. If you use Client Direct, then select the Client Direct checkbox.

The default setting is checked.

b. If you use parallel save streams per save set, then select Parallel save streams per save set.

c. Leave the Target Pool field blank.

d. Select one of the following deduplication options:

l None if you have not configured data deduplication.

l Data Domain backup if you are using a Data Domain device for data deduplication. After selecting this option, enter the IP address of the Data Domain device.

l Avamar deduplication backup if you are using an Avamar device for data deduplication. After selecting this option, select the Avamar node from the available list.

e. Click Next.

5. On the Select the Exchange Server Objects screen, verify that the storage groups and databases to back up are selected and then click Next.

By default, all of the storage groups and databases are selected for the entire server backup. Clear the checkbox for any items that need to be excluded from the backup.

6. On the Exchange Backup Options screen:

a. In the Database Backup Options group, select one of the following:

l For federated backup client backup configurations:

n Preferred Passive Backup to back up passive or replica copies of the databases.

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Configuring Exchange client resources 63

If no replica copy exists for the database, the active copy is backed up.

n Passive Only Backup to back up only passive copies or replicas of databases.

n Active Only Backup to back up only active copies of databases.

l For non-federated backup client backup configurations:

n Active Backup to back up only active copies of databases.

n Passive Backup to back up only passive copies or replicas of databases.

n Passive and Active Backup to back up passive or replica copies of databases.

Note

When you select Active Backup or Passive and Active Backup, the backup fails if the selected type of database does not exist.

Note

The Database Backup Options group is not displayed for Exchange 2007 CCR or Exchange stand-alone servers.

b. For non-federated backup client backup configurations and stand-alone servers, the Data Mover Options group is visible but disabled.

c. For federated backup client backup configurations, in the Federated Options group:

a. Select Use Preferred Server Order List to specify the order in which to back up servers.

By default, the Use Preferred Server Order List is selected.

b. Select a server from the Available Servers list and then click the right arrow to move it to the Preferred Server List.

To adjust the order of servers:

a. Select a server in the Preferred Server List.

b. Click the up and down arrows to change the order.

c. Select Include Standalone and Public Folder databases to back up stand-alone and public folders.

By default, the Include Standalone and Public Folder checkbox is selected.

d. In the Mount Location field, type the path where you want to mount the Exchange snapshots during the backup process. This field is required.

Specify a path name that does not contain any files.

NMM creates the Mount Location when the path name specified does not exist on the client.

e. In the Consistency Check Options group, enable consistency checks by selecting the Perform a consistency check during backup option and configure the following settings:

a. Select the Perform consistency check only on databases option to only validate Exchange databases and exclude transaction log files.

b. Select the Sequential consistency check option to validate the Exchange files sequentially instead of in parallel.

c. Select the Throttle Consistency Check option and then choose the Throttle I/O Operations and Throttle Duration options to manage the performance of the Consistency Check operation.

You can configure the number of consistency check I/O operations to perform before pausing and the length of time to pause between I/O operation cycles.

d. Select the Include JET Errors option to validate the event log for errors before taking a snapshot.

f. Click Next.

7. On the Specify circular logging options screen:

a. Choose one of the following circular logging options:

l Promote to back up all databases and promote incremental backups to full backups.

l Circular to back up only circular logging-enabled databases and promote incremental backups to full backups.

l Skip to skip circular logging-enabled databases and allow incremental backups.

b. Click Next.

8. On the Select the NetWorker Client Properties screen:

a. If needed, reconfigure the browse policy by selecting an interval for the Browse policy option.

To create a custom Browse policy interval:

a. Select the + to the right of the Browse policy interval list box.

b. In the Create Policy dialog box, type a name in the Policy name field.

c. In the Period spin control, enter the number of period intervals.

d. In the Period list box, select a period type.

e. Click OK.

b. If needed, reconfigure the retention policy by selecting an interval for the Retention policy option.

To create a custom Retention policy interval:

a. Select the + to the right of the Retention policy interval list box.

b. In the Create Policy dialog box, type a name in the Policy name field.

c. In the Period spin control, enter the number of period intervals.

d. In the Period list box, select a period type.

e. Click OK.

Note

Do not set the Browse policy and Retention policy to the same value. Doing so can result in data loss.

c. If needed, reconfigure the backup schedule by selecting an interval for the Backup schedule option.

d. Optionally, type a comment for the client in the Client Comment field.

e. For DAG and CCR environments, you must update the Remote access list for each DAG or CCR node by doing one of the following:

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Configuring Exchange client resources 65

l Manually add all of the DAG or CCR nodes by typing the following for each node:

System@DAG_node or System@CCR_node

l Manually add all of the virtual client resource by typing the following:

System@DAG_resource or System@CCR_VIRTUAL_CLIENT f. Click Next.

9. On the Specify the NetWorker Backup Group screen:

a. Do one of the following:

l Select the Add to an existing group option to select an existing save group and choose a save group from the provided list.

Only save groups with valid snapshot policies are available for selection.

l Select the Create a new group option to create a new save group and configure the new group as follows:

a. In the Group Name field, type the name of the new save group.

b. On the Client Retries menu, select 0.

c. In the Scheduled Options group, in the Scheduled Backup Start Time field, type a valid 24-hour time.

d. Select the Automatically start the backup at the scheduled time option to automatically start the scheduled backup at the designated time.

e. In Advanced Options, select a snapshot pool from the Snapshot Pool drop-down list.

f. In the Interval field, set the interval time.

g. In the Restart Window field, set the restart window to 0:01.

If you choose to create a new group, the Specify the NetWorker Snapshot Policy screen appears in the wizard.

If the setup includes a storage node, the Specify the Storage Node Options screen appears in the wizard.

Note

Changing the storage node option changes the configuration for all configurations for the client.

b. Click Next.

10.If the Specify the NetWorker Snapshot Policy screen appears:

a. Perform one of the following options:

l To use an existing policy, select Select an existing snapshot policy and select the snapshot policy to use for this group.

l To create a new snapshot policy, select Create a new snapshot policy and do the following:

a. In the Name field, type a name for the snapshot policy.

b. In the Number of Snapshots field, select the number of snapshots to take.

c. In the Retain Snapshots field, select the number of snapshots to retain.

d. In the Snapshot Expiration Policy drop-down list, choose an expiration policy.

e. In the Backup Snapshot Options group, select an option for backing up snapshots.

b. Click Next.

11.On the Specify the Storage Node Options screen:

a. In the Backup Storage Nodes group, select one of the following options:

l Automatically select the storage node and devices for the client to automatically select client storage nodes and devices.

l Backup to the NetWorker server only when the setup does not include a NetWorker storage node.

l Backup to the following storage nodes to select a specific NetWorker storage node. Select one of the storage nodes listed.

b. Click Next.

12.On the Backup Configuration Summary screen, review the details and do one of the following:

l Click Back to revisit the previous pages.

l Click Create to configure the client resources.

13.On the Client Configuration Results screen, review the output of the configuration wizard and do one of the following:

l Click Back to modify the configuration data and rerun the Client Backup Configuration wizard.

l Click Finish.

14.Optionally, to verify the configuration settings for the client:

a. Open the NetWorker Management Console and click the Configuration tab.

b. Right-click the client and select Modify Client Properties.

c. Click OK to close the Client Properties dialog box.

After you finish

If you specified a Retain Snapshots value greater than 0 in the Specify the NetWorker Snapshot Policy screen, after you complete the wizard you must manually add the Application Information attribute value NSR_EXCH_RETAIN_SNAPSHOTS=yes in order to retain snapshots.

To add the attribute value:

1. Open the NetWorker Management Console and click the Configuration tab.

2. Right-click the client and select Modify Client Properties.

3. In the Client Properties dialog box, select the Apps & Modules tab.

4. In the Backup group, in the Application Information field, type the following:

NSR_EXCH_RETAIN_SNAPSHOTS=yes. 5. Click OK.