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Cristie Software Ltd Cristie Data Products GmbH Cristie Nordic AB

New Mill Nordring 53-55 Gamla Värmdövägen 4

Chestnut Lane

Stroud GL5 3EH 63843 Niedernberg SE-131 37 Nacka

United Kingdom Germany Sweden

Tel:+44(0)1453 847000 Tel: +49 (0) 60 28/97 95-0 Tel:+46(0)8 718 43 30 Fax:+44(0)1453 847001 Fax: +49 (0) 60 28/97 95 7-99 Fax:+46(0)8 718 53 40

cbmr@cristie.com cbmr@cristie.de cbmr@cristie.se

Cristie Bare Machine Recovery

RIS Network Boot Setup

For WinPE Based Disaster Recovery

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Copyright © 2003-2008 Cristie Software Ltd. All rights reserved

The software contains proprietary information of Cristie Software Ltd; it is provided under a license agreement containing restrictions on use and disclosure and is also protected by copyright law. Reverse engineering of the software is prohibited.

Due to continued product development this information may change without notice. The information and

intellectual property contained herein is confidential between Cristie Software Ltd. and the client and remains the exclusive property of Cristie Software Ltd. If you find any problems in the documentation, please report them to us in writing. Cristie Software Ltd. does not warrant that this document is error-free.

No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, mechanical, photocopying, recording or otherwise without the prior written permission of Cristie Software Ltd.

IBM Tivoli Storage Manager (TSM) and TIVOLI are trademarks of the IBM Corporation.

PC-BaX, UBax, Cristie Storage Manager (CSM), SDB, CBMR (Cristie Bare Machine Recovery), TBMR (TIVOLI Bare Machine Recovery) are trademarks of Cristie Software Ltd.

HP-UX and HP Ignite-UX™ are trademarks of the Hewlett-Packard Corporation.

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1

Contents

1

Overview 2

2

Prepare CBMR WinPE Files

3

3

Setting Up a RIS Server

4

3.1 Prerequisites ... 4

3.2 Install ... 4

3.2.1 Add or Remove Programs... 4

3.2.2 Configure ... 5

3.2.3 Active Directory Users and Computers ... 5

4

Add CBMR WinPE Boot Image

7

5

Test the CBMR DR WinPE Client Boot

9

6

Glossary of Terms

10

7

Index 11

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2

1 Overview

This document describes how to setup the Windows PE based DR environment for CBMR so that it can be network booted from a Microsoft RIS server.

You can use Remote Installation Services (RIS) for Windows 2000/2003 to install a local copy of the operating system to other computers from remote locations. You can start up your computer, contact a Dynamic Host Configuration Protocol (DHCP) server for an Internet Protocol (IP) address, and then contact a boot server to install the operating system.

RIS requires several other services. These services can be installed on individual servers, or all of these services can be installed on a single server. The type of installation depends upon your network design:

• DNS server: RIS relies on DNS for locating the directory service and client computer accounts. You can use any Windows 2000/2003 Active Directory service-compliant DNS server, or you can use the DNS server that is provided with a Windows 2000/2003 Server.

• Dynamic Host Configuration Protocol (DHCP) server: RIS requires an active DHCP server on the network. The remote boot-enabled clients receive an IP address from the DHCP server before they contact RIS.

• Active Directory: RIS relies on Windows 2000/2003 Active Directory for locating existing clients as well as existing RIS servers. RIS must be installed on a Windows 2000/2003-based server that has access to Active Directory, for example, a domain controller or a server that is a member of a domain with access to Active Directory.

This document should be read in conjunction with the Microsoft RIS help or the MS

Knowledgebase articles How To Use Remote Installation Service to Install Windows Server 2003 on

Remote Computers (325862) and How To Use Remote Installation Service to Install Windows 2000 Professional on Remote Computers (300483).

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Prepare CBMR WinPE Files 3

2 Prepare CBMR WinPE Files

Before setting up the RIS environment for CBMR WinPE, the appropriate files must be extracted from the CBMR product CD or ISO image.

The files required are: ƒ TBMR_DR.ISO ƒ startrom.com ƒ ntdetect.com ƒ setupldr.exe

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4 RIS Network Boot Setup Cristie Bare Machine Recovery

3 Setting Up a RIS Server

The following sections describe how to install and setup RIS for use with CBMR DR network boot. This discussion does not attempt to be exhaustive, but summarise the main steps. Refer to Microsoft documentation for a detailed discussion of RIS setup.

3.1 Prerequisites

Prior to installing RIS on a suitable server be aware of the following prerequisites and dependencies:

ƒ Use Windows 2003 or Windows 2000 (this discussion pre-supposes 2003 is in use). ƒ RIS only works on a Windows Domain and the Domain (Active Directory) server must be

available when installing/configuring RIS.

ƒ DHCP must be configured and available on a server somewhere. ƒ RIS server must have a single NIC.

ƒ RIS image database must be installed on a separate disk or partition from the Windows Boot/System partition(s).

ƒ Use Add/Remove Programs from the Control Panel to install RIS.

ƒ The RIS server can be a member server, in fact it's probably better to offer RIS from a member server than a Domain Controller.

ƒ Remember to authorise the RIS server in Active Directory during the installation.

3.2 Install

To ensure a successful installation, you must install and configure the additional services previously described for RIS to function. The following steps are an overview of how to set up and configure the RIS setup process.

The RIS installation requires 2 steps. Firstly to install the basic components via Add or Remove

Programs in the Control Panel and the second to configure the RIS service from Administrative Tools RIS Setup Wizard.

3.2.1 Add or Remove Programs

In the Control Panel navigate to Add or Remove Programs, Windows Components, then select

Remote Installation Services and start the install.

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Setting Up a RIS Server 5

3.2.2 Configure

To configure RIS select Remote Installation Serivces Setup from the Administrator Tools menu.

At this point the RIS install wizard prompts for a Windows installation CD so that it can offer a remote install image. Since we are setting this up for remote booting CBMR DR WinPE (we will set this up manually later) then we don’t really need this image, but the setup requires one anyway. So, place an XP or 2003 CD in the drive and browse to the installation source path on the CD and continue the install.

It takes a fair time to copy the image into your NTFS partition. Here is a screen shot taken at the copying stage.

3.2.3 Active Directory Users and Computers

Most of the rest of your RIS configuration is at the Computer object in Active Directory Users and

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6 RIS Network Boot Setup Cristie Bare Machine Recovery

In the ADUC interface, navigate to the Computers container, or the Domain Controllers (DCs) if you installed RIS on a DC. The Computer Object of the machine where you just installed RIS has an extra Tab called, Remote Install. See diagram below.

Note that the Respond to client computers requesting service is not checked by default. Since CBMR DR clients are usually ‘bare metal’, select this option, but leave Do not respond to unknown client

computers deselected (the recovering system could be a new system never attached to the

network before).

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Add CBMR WinPE Boot Image 7

4 Add CBMR WinPE Boot Image

Navigate to the \RemoteInstall\Setup\language\Images folder on the RIS server, and then create a subfolder for Windows PE.

For example, type the following commands, where e: is the letter of the hard drive on which RIS is installed.

e:\

cd \RemoteInstall\Setup\English\Images md winpe

Create a subfolder in the \winpe folder named i386. For example, type: md winpe\i386

Copy the customised Windows PE ISO image file that you created earlier (TBMR_DR.ISO) into the winpe\platform folder. For example, type:

copy c:\temp\tbmr_dr.iso

e:\RemoteInstall\Setup\English\Images\winpe\i386

Create a subfolder in the \winpe\i386 folder named \templates. For example, type: md winpe\i386\templates

Navigate to the \platform folder of your Windows PE image, and then copy Ntdetect.com and

Startrom.com to the winpe\i386\templates folder. For example, type:

c:\ cd \winpe\i386 copy ntdetect.com e:\RemoteInstall\Setup\English\Images\winpe\i386\templates copy startrom.com e:\RemoteInstall\Setup\English\Images\winpe\i386\templates Copy \i386\Setupldr.exe (not Setupldr.bin) from your Windows PE image into the

\winpe\i386\templates folder, and then rename Setupldr.exe to Ntldr. For example, type: copy setupldr.exe

e:\RemoteInstall\Setup\English\Images\winpe\i386\templates\ntldr Create a text file named Winnt.sif in the \winpe\platform\templates folder with the following text: [SetupData]

BootDevice = "ramdisk(0)"

BootPath = "\<platform>\System32\"

OsLoadOptions = "/noguiboot /fastdetect /minint /rdexportascd /rdpath=%INSTALLPATH%\%MACHINETYPE%\tbmr_dr.iso"

Architecture = "<platform>" [RemoteInstall]

Repartition = No [OSChooser]

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8 RIS Network Boot Setup Cristie Bare Machine Recovery

Help = "longer description"

LaunchFile = "%INSTALLPATH%\%MACHINETYPE%\templates\startrom.com" ImageType = Flat

Version = "5.2 (0)"

This is the final step and you can now attempt to remote boot a test client.

Notes:

You can give the Winnt.sif file any name you want as long as the extension is .sif.

The Repartition = No entry in Winnt.sif avoids a warning from the Client Installation Wizard (OSChooser) about the disk being erased.

The text for the Description and Help entries can be any information that you want to include. The LaunchFile and ImageType entries must not change.

If client computers fail to start using RIS restart the RIS service on the server by typing the following commands:

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Test the CBMR DR WinPE Client Boot 9

5 Test the CBMR DR WinPE Client Boot

This section describes how to test boot CBMR DR WinPE on a computer that contains a network adapter that supports PXE DHCP-based boot ROM. Follow these steps:

1 Make sure that the network adapter is set as the primary boot device in the computer BIOS. 2 Restart the client computer from the network adapter.

3 When you are prompted to do so, press F12 to start the download of the Client Installation Wizard.

4 At the "Welcome" screen, press ENTER.

5 Enter a user name that has permissions to add computer accounts to the domain, and then

type the Username and Password for this user. Press ENTER.

6 You will then be prompted with a scrollable list of downloadable images. Select Cristie BMR Console and press ENTER.

7 A computer account and a global unique ID for this workstation are displayed (note: these

values are not used by ). Press ENTER to start the download of the CBMR DR WinPE ramdisk image. This may take a few minutes. While this occurs, the display will show the address of the RIS server providing the download image.

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10

6 Glossary of Terms

TBMR

The Cristie Bare Machine Recovery product for IBM

Tivoli. Enables a disaster recovery of a system

from a standard TSM backup in conjunction with a DR configuration file held within the TSM backup itself.

DR

A reference to Disaster Recovery.

Windows Pre-Installation Environment

(WinPE)

The Microsoft Windows Pre-installation Environment (Windows PE or WinPE) is a powerful replacement for the Microsoft MS-DOS operating system in OS deployment processes, test and diagnostic tools development, and system recovery processes. Windows PE is a minimal Windows system that provides limited services based on the Windows XP Professional and the Windows Server 2003 kernels. It also provides the minimal set of features required to run Windows Setup, access and install operating systems from the network, script basic repetitive tasks, and validate hardware.

Cristie is fully licensed by Microsoft to deploy its DR console software based upon Windows PE.

RIS

You can use Remote Installation Services (RIS) for Windows 2000/2003 to install a local copy of the operating system to other computers from remote locations. You can start up your

computer, contact a Dynamic Host Configuration Protocol (DHCP) server for an Internet Protocol (IP) address, and then contact a boot server to install the operating system.

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11

7 Index

A

Active Directory Users and Computers • 5 Add CBMR WinPE Boot Image • 7

Add or Remove Programs • 4

C

Configure • 5

D

DR • 10

I

Install • 4

O

Overview • 2

P

Prepare CBMR WinPE Files • 3 Prerequisites • 4

R

RIS • 10

S

Setting Up a RIS Server • 4

T

TBMR • 10

Test the CBMR DR WinPE Client Boot • 9

W

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