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Snap Enterprise Data

Replicator™

Administrator Guide v.7.2

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COPYRIGHT

Copyright © 2009, Overland Storage, Inc. All rights reserved worldwide.

Information in this document is subject to change without notice and does not represent a commitment on the part of Overland Storage or any of its subsidiaries. The software described in this document is furnished under a license agreement. The software may be used only in accordance with the terms of the license agreement. It is against the law to copy the software on any medium. No part of this manual may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying and recording, for any purpose without the express written permission of Overland Storage, Inc.

TRADEMARKS

Overland Storage, the Overland Storage logo, Snap Server, the Snap Server logo, GuardianOS, SnapOS, Snap Disk, Snap EDR and Snap Enterprise Data Replication are trademarks or registered trademarks of Overland Storage, Inc. in the U.S.A. and other countries.

Products mentioned herein are for identification purposes only and may be registered trademarks or trademarks of their respective companies. Windows, Windows NT, Internet Explorer, and Active Directory are registered trademarks of Microsoft Corporation. Java and Solaris, are registered trademarks of Sun Microsystems, Inc. Firefox is a registered trademark of Mozilla. AppleShare, AppleTalk, Macintosh, and MacOS are registered trademarks of Apple Computer. BakBone and NetVault are trademarks of BakBone Software. AIX is a registered trademark of IBM Corporation. BrightStor, Unicenter TNG, ARCserve, eTrust, and Unicenter are trademarks or registered trademarks of Computer Associates, Inc. Smart UPS and APC are registered trademarks of American Power Conversion Corporation. UNIX is a registered trademark of The Open Group. XFS is a trademark of Silicon Graphics, Inc. Backup Exec, Symantec NetBackup BusinessServer, and Symantec NetBackup DataCenter are trademarks or registered trademarks of Symantec Corporation. EMC Legato NetWorker is a trademark of EMC, Inc. Linux is a registered trademark of Linus Torvalds. SCO Open Server and UnixWare are trademarks of the SCO Group. All other brand names or trademarks are the property of their respective owners.

REVISIONS

Overland Storage, Inc. provides this publication “as is” without warranty of any kind, either express or implied, including but not limited to the implied warranties of merchantability or fitness for a particular purpose. Overland Storage and its subsidiaries reserve the right to revise this publication and to make changes in the content hereof without the obligation of Overland Storage to notify any person of such revision or changes.

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END USER LICENSE AGREEMENT (EULA) FOR USE OF OVERLAND STORAGE SOLUTIONS

AND RELATED INSTALLATION UTILITIES

SNAP IP, ASSIST, AND SNAP SERVER MANAGER (INSTALLATION UTILITIES); THE SYSTEM SOFTWARE EMBEDDED IN THE SNAP ENTERPRISE DATA REPLICATOR (EMBEDDED SOFTWARE); SOFTWARE MARKETED BY OVERLAND STORAGE OR THAT IS EMBEDDED IN OR OTHERWISE CONSTITUTES A PART OF OVERLAND STORAGE COMPUTER HARDWARE PRODUCT(S) (SOMETIMES REFERRED TO COLLECTIVELY HEREIN, TOGETHER WITH THE INSTALLATION UTILITIES AND THE EMBEDDED SOFTWARE, AS THE LICENSED SOFTWARE), EXCEPT WHERE EXPRESSLY PROVIDED OTHERWISE, ARE PROPRIETARY COMPUTER SOFTWARE BELONGING TO OVER-LAND STORAGE, INC. OR ITS LICENSORS. UNITED STATES COPYRIGHT AND OTHER FEDERAL AND STATE LAWS AND

INTERNATIONAL LAWS AND TREATIES PROTECT THE INSTALLATION UTILITIES AND EMBEDDED SOFTWARE.

USE OF THE SNAP ENTERPRISE DATA REPLICATOR (SERVER) OR THE INSTALLATION UTILITIES IMPLIES YOUR AGREEMENT TO THE TERMS AND CONDITIONS OF THIS LICENSE AGREEMENT. BY USING THE INSTALLATION UTILITIES OR THE SERVER, YOU ARE ENTERING INTO A BINDING CONTRACT WITH OVERLAND STORAGE, INC. IF YOU DO NOT AGREE TO BE BOUND BY THESE TERMS AND CONDITIONS, YOU MAY NOT USE THE INSTALLATION UTILITIES, THE EMBEDDED SOFTWARE, OR THE SERVER AND SHOULD PROMPTLY RETURN THIS ENTIRE PACKAGE, INCLUDING THE INSTALLATION UTILITIES AND SERVER, TO THE PLACE WHERE YOU PURCHASED IT FOR A FULL REFUND.

Ownership and Copyright. The Installation Utilities and Embedded Software are licensed, not sold to you, for use only as permitted by the terms and conditions of this Agreement. Overland Storagereserves any rights not expressly granted to you. The Licensed Software is composed of multiple, separately written and copyrighted modular software programs. Various Licensed Software programs (the ‘Public Software’) are copyrighted and made available under the GNU General Public License or other licenses that permit copying, modification and redistribution of source code (which licenses are referred to as ‘Public Licenses’).

The Public Software is licensed pursuant to (i) the terms of the applicable Public License located in the related software source code file(s), and/or in its on-line documentation; and (ii) to the extent allowable under the applicable Public License. The GPL and source code are available at oss.snapserver.com. To receive a copy of the GNU General Public License, write to the Free Software Foundation, Inc., 59 Temple Place - Suite 330, Boston, MA 02111-1307, USA.

Various Public Software programs are copyrighted by the Regents of the University of California and are derived from material licensed to the University of California by its contributors, to which the following disclaimer applies:

THIS SOFTWARE IS PROVIDED BY THE REGENTS AND CONTRIBUTORS ‘AS IS’ AND ANY EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE DISCLAIMED. IN NO EVENT SHALL THE REGENTS OR CONTRIBUTORS BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, OR CONSEQUENTIAL DAMAGES (INCLUDING, BUT NOT LIMITED TO, PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES; LOSS OF USE, DATA, OR PROFITS; OR BUSINESS INTERRUPTION) HOWEVER CAUSED AND ON ANY THEORY OF LIABILITY, WHETHER IN CONTRACT, STRICT LIABILITY, OR TORT (INCLUDING NEGLIGENCE OR OTHERWISE) ARISING IN ANY WAY OUT OF THE USE OF THIS SOFTWARE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGE. All other Licensed Software programs (the Restricted Software) are copyrighted by Overland Storage or its licensors and are licensed pursuant to all of the terms of this Agreement.

Copying of the Licensed Software, unless specifically authorized in writing by Overland Storage, is prohibited by law. You may not use, copy, modify, sell, lease, sublease, or otherwise transfer the Installation Utilities or Embedded Software, or any copy or modification, in whole or in part, except as expressly provided in this Agreement.

PROVISIONS APPLICABLE TO RESTRICTED SOFTWARE ONLY (ARTICLES 2 - 7):

License. In consideration of the premises of this License Agreement, your payment of any applicable license fee for Restricted Software, and/or your purchase of a Snap Server that the Licensed Software accompanies, for the term of intellectual property protection inhering in the Licensed Software, Overland Storage hereby grants to you a limited, personal, and non-exclusive license to install and execute (‘Use’) the Restricted Software solely under the terms and conditions of this Agreement and only on the Server in connection with which Overland Stor-age originally provided such Restricted Software. You are given a non-exclusive license to use the Installation Utilities and Embedded Software in conjunction with a Server, make one copy of the Installation Utilities for archival and backup purposes only, and/or transfer your Server and copies of the Installation Utilities and the accompanying documentation to a third party provided that you provide Overland Stor-age written notice of the transfer within 30 days after the transfer date and you do not retain any copy of the transferred software. Any such transfereeís rights and obligations with respect to the transferred software and documentation are as set forth in this Agreement.

Reproduction of Proprietary Notices. You may not sublicense, distribute, rent, lease, lend, or otherwise convey the Restricted Software or any portion thereof to anyone, and under no circumstance may you use or allow the use of the Restricted Software in any manner other than as expressly set forth herein. Copies of the Installation Utilities must be labeled with the Overland Storage copyright notice and other proprietary legends found on the original media.

Protection of Trade Secrets. The Licensed Software contains trade secrets, and in order to protect them, you agree that you will not reverse assemble, decompile or disassemble, or otherwise reverse engineer any portion of the Restricted Software, or permit others to do so, except as permitted by applicable law, but then only to the extent that Overland Storage (and/or its licensors) is not legally entitled to exclude or limit such rights by contract. Except with respect to online documentation copied for backup or archival purposes, you may not copy any documentation pertaining to the Licensed Software. You agree that your use and possession of the Licensed Software is permitted only in accordance with the terms and conditions of this Agreement.

Ownership of Restricted Software. You agree and acknowledge that, (i) Overland Storage transfers no ownership interest in the Restricted Software, in the intellectual property in any Restricted Software or in any Restricted Software copy, to you under this Agreement or otherwise, (ii) Over-land Storage and its licensors reserve all rights not expressly granted to you hereunder, and (iii) the Restricted Software is protected by United States Copyright Law and international treaties relating to protection of copyright, and other intellectual property protection laws of the U.S. and other countries.

Termination. If you fail to fulfill any of your material obligations under this Agreement, Overland Storage and/or its licensors may pursue all available legal remedies to enforce this Agreement, and Overland Storage may, at any time after your default of this Agreement, terminate

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this Agreement and all licenses and rights granted to you hereunder. You agree that any Overland Storage suppliers referenced in the Restricted Software are third-party beneficiaries of this Agreement, and may enforce this Agreement as it relates to their intellectual property. You further agree that, if Overland Storage terminates this Agreement for your default, you will, within thirty (30) days after any such termination, deliver to Overland Storage or render unusable all Restricted Software originally provided to you hereunder and any copies thereof embodied in any medium.

Government End Users. The Installation Utilities, Embedded Software, and accompanying documentation are deemed to be ‘commercial computer software’ and ‘commercial computer software documentation,’ respectively, pursuant to DFAR Section 227.7202, Commercial Computer Software-Restricted Rights at 48 CFR 52.227-19, and FAR Section 12.212, and successor provisions thereof, as applicable. Any use modification, reproduction release, performance, display, or disclosure of the Installation Utilities or Embedded Software and accompanying documentation by the U.S. Government shall be governed solely by the terms of this Agreement and shall be prohibited except as expressly permitted by the terms of this Agreement.

PROVISIONS APPLICABLE TO RESTRICTED SOFTWARE AND, SUBJECT TO SECTION1, TO PUBLIC SOFTWARE (ARTICLES 8 - 15): Export Laws. Notwithstanding any provision of any Public License to the contrary, Overland Storage shall have no duty to deliver or otherwise

furnish source code of any Public Software if it cannot establish to its reasonable satisfaction that such delivery or furnishing will not violate applicable US laws and regulations. You hereby assure that you will not export or re-export any Licensed Software except in full compliance with all applicable laws, regulations, executive orders, and the like pertaining to export and/or re-export, including without limitation USA versions of the same. No Licensed Software may be exported or re-exported into (or to a national or resident of) any country to which the U.S. embargoes goods, or to anyone on the U.S. Treasury Departmentís list of Specially Designated Nationals or the U.S. Commerce Departmentís Table of Denial Orders. You agree to ascertain necessary licensing procedures and obtain required licenses before exporting or re-exporting either. You also agree to indemnify Overland Storage and assume all financial responsibility for any losses it may suffer if you do not comply with this paragraph.

Disclaimer of Warranties. THE INSTALLATION UTILITIES AND EMBEDDED SOFTWARE ARE LICENSED ‘AS IS’ WITHOUT WARRANTY OF ANY KIND. OVERLAND STORAGE HEREBY DISCLAIMS ALL WARRANTIES, EXPRESS AND IMPLIED, RELATING TO THE INSTALLATION UTILITIES AND THE EMBEDDED SOFTWARE INCLUDING, WITHOUT LIMITATION, ANY IMPLIED WARRANTY OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE OR NONINFRINGEMENT.

Limitation of Liability. IN NO EVENT WILL OVERLAND STORAGE OR ITS LICENSORSÍ LIABILITY UNDER THIS AGREEMENT EXCEED THE PRICE THAT YOU PAID FOR THE INSTALLATION UTILITIES AND EMBEDDED SOFTWARE. FURTHERMORE, IN NO EVENT WILL OVERLAND STORAGE OR ITS LICENSORS BE LIABLE FOR ANY LOST PROFITS, LOST DATA, COST OF PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES, OR ANY SPECIAL, CONSEQUENTIAL, INCIDENTAL, INDIRECT, OR PUNITIVE DAMAGES ARISING OUT OF OR UNDER THIS AGREEMENT OR THE APPLICABLE PUBLIC LICENSE. The limitation of liability set forth in this paragraph will apply whether or not Overland Storage or its licensor was advised of the possibility of the loss, liability, or damages and notwithstanding any failure of essential purpose of any limited remedy. Since some states do not allow exclusions or limitations of liability for consequential or incidental damages, this provision may not apply to you.

Waiver. No delay or failure of Overland Storage to exercise any right under this Agreement, nor any partial exercise thereof, shall be deemed to constitute a waiver of any rights granted hereunder or at law.

Unlawful Provision(s). If any provision of the Agreement is held to be unenforceable for any reason, all other provisions of this Agreement shall nevertheless be deemed valid and enforceable to the fullest extent possible.

Applicable Law. Except with respect to any Public Software program for which the applicable Public License contains provisions expressly stating the applicable governing law (with respect to which the law so specified shall govern all aspects of such agreement, including the provisions incorporated into such Public License hereunder), the terms of this Agreement (including, to the extent allowable under the Public License, all software governed by a Public License which does not specify a governing law) will be governed by the laws of the State of California, without reference to its choice of law rules, and the United States, including U.S. Copyright laws.

Entire Agreement. This Agreement and all applicable Public Licenses supersede all proposals, negotiations, conversations, discussions, all other agreements, oral or written, and all past course of dealing between you and Overland Storage relating to the Licensed Software or the terms of its license to you, and may only be modified in writing signed by you and Overland Storage.

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Snap EDR Administrator Guide i Snap EDR Administrator Guide i

Contents

Preface ... v

Snap EDR Express ...v

Snap EDR ...v

How This Guide is Organized ...vi

Product Architecture ...vii

Licensing Information ...vii

Other Information Sources ... viii

Technical Support... viii

Chapter 1 Management Console Installation and Configuration ...1

Installing and Configuring the Snap EDR Management Console ... 1

Upgrading or Reinstalling the Management Console ... 2

Upgrading the Management Console ... 2

Reinstalling the Management Console ... 2

Management Console Overview ... 3

Configuring the Dashboard... 5

Changing the Bandwidth of a Running Job ... 5

Adding a Widget to the Dashboard ... 6

Changing the Name of a Dashboard Widget ... 6

Configuring a Widget ... 6

Changing the Layout of a Widget ... 7

Removing a Widget ... 7

Chapter 2 Agent Administration ...9

System Requirements for Snap EDR Agents... 10

Installing and Configuring a Snap EDR Agent on a Snap Server ... 10

Upgrading or Reinstalling a Snap EDR Agent on a Snap Server ... 11

Upgrading a Snap EDR Agent ... 11

Reinstalling a Snap EDR Agent ... 11

Downloading the Snap EDR Agent Information File ... 12

Installing the Agent Software on Windows-Based Systems ... 13

Prerequisites ... 13

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Installing the Agent Software on Linux Systems ...15

Installing the Agent Software on Mac Systems ...16

Prerequisites ...16

Installation Procedure ...16

Verify that the Agent is Properly Configured...17

Unsuccessful Agent Installation...18

Using Agent Groups ...18

Creating an Agent Group ...19

Removing Agents from an Agent Group ...19

Editing an Agent Group ...19

Deleting an Agent Group ...19

Managing License Keys ...19

To Add a License Key ...20

To Delete a License Key ...20

Revoking an Agent’s Certificate...21

Uninstalling Agents ...22

Uninstalling an Agent from a Snap Server ...22

Uninstalling an Agent from Windows ...22

Uninstalling an Agent from Linux ...23

Uninstalling an Agent from Mac ...23

Configuration Notes...24

DNS and Name Resolution ...24

Port Requirements ...24

Re-Sync with Management Console Button ...24

Certificate Validity Inconsistent Between Management Console and Agents ...24

Warning Messages ...25

Chapter 3 Data Management Tools ... 27

Aggregate Data Management Tool ...27

Default Functionality ...27

Creating an Aggregate Job ...28

Distribute Data Management Tool ...37

Default Functionality ...37

Creating a Distribute Job ...38

Replicate Data Management Tool...48

Default Functionality ...48

Creating a Replicate Job ...49

Remote Backup Data Management Tool...59

Creating a Remote Backup Job ...60

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Contents iii

Application Backup Details ... 72

Remote Restore Data Management Tool ... 73

Creating a Remote Restore Job ... 74

How Data to Restore is Resolved ... 82

Managing Jobs ... 85

Chapter 4 Managing Jobs ...87

Managing Jobs Using the Job List Summary Screen... 87

Managing Jobs Using the Job List Detail Screen ... 88

Checking a Job's Running Status... 89

Viewing All Runs for a Job ... 89

Viewing Job Statistics... 89

Viewing Categorized Statistics ... 89

Viewing/Downloading Statistics Files ... 90

Viewing/Downloading a Job Log File ... 90

Filtering Log Information ... 90

Statistics ... 92

Interval Statistics ... 95

Performing a Task on More than One Job ... 96

Updating Bandwidth Across Multiple Jobs ... 97

Updating Variables Across Multiple Jobs ... 97

Chapter 5 Reporting...99

Report Types ... 99

Stats Summary Report... 100

Report Fields ... 101

Detail Summary Report ... 102

Custom Query Report ... 104

Generated Report Categories ... 105

Generating a Report from a Template ... 106

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Chapter 6 Maintenance ... 109

Trimming Manager Database Logs...109

Viewing Transfer Logs ...112

Upgrading Applications ...113

Upgrading an Application ...113

Uninstalling Applications ...113

Viewing Application Summary Information ...113

Appendix A Best Practices ... 115

Remote Backup Best Practices...115

Sizing the Solution ...115

Encrypted Files ...118

File Ownership Transfer ...118

Target Directory for Backups ...118

Source Directories Specified ...119

Target Host High Speed Link to Attached Storage ...119

Synchronized Vs. Regular Backup ...119

Mixed Environment and Preserve File Properties ...120

Troubleshooting ...120

Remote Restore Best Practices...121

Job Scheduling ...121

File Ownership Transfer ...121

Use Case Data Set ...121

Appendix B Exit Codes ... 125

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Administrator Guide v

Preface

The Snap EDRTM Management Console and Agents automate the secure flow of

data between systems. This technology provides ready-to-use advanced file transfer and security features, and a scalable and flexible framework for remote data movement and management.

There are two products in the Snap EDR family: Snap EDR Express and Snap EDR. Each agent requires a separate license, and the licenses are sold by product, available from the Snap Server Web site at

http://www.snapserver.com/Products/EDR.shtml.

For more information on licensing, see “Licensing Information” on page vii and “Managing License Keys” on page 19.

Snap EDR Express

Snap EDR Express supports replication between only two GuardianOS 5.0 and higher Snap Servers, one of which is the Agent installed by default on the Management Console, and includes the Replicate tool. The Replicate tool enables users to schedule a job to replicate files between two systems. Snap EDR Express does not include the Distribute, Aggregate, Remote Backup, or Remote Restore tools, nor is it available for Windows, Linux, or Mac Agents.

Snap EDR

Snap EDR enables you to do the following:

• Use the Replicate solution to schedule a job to replicate files between any two systems including Windows, Linux, and Mac Agents.

• Use the Distribute solution to schedule a job where files are transferred from one source host to one or more target hosts.

• Use the Aggregate solution to schedule a job to transfer files from multiple hosts to a single target host.

• Use the Remote Backup solution to schedule a job to back up data from remote hosts to a central host.

• Use the Remote Restore solution to schedule a job to restore backup data from a central storage location, on a per host basis, to the remote hosts from which the data was originally retrieved.

Snap EDR allows these transfers between Windows, Linux, Mac, and/or GuardianOS 5.0 and higher systems.

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How This Guide is Organized

How This Guide is Organized

This document provides information and procedures describing the use of the Snap Enterprise Data Replicator (EDR) Management Console to perform the following tasks:

• Configure, schedule, and manage the Distribute, Aggregate, Replicate, Remote Backup, and Remote Restore data management tools

• Generate reports on data transfer activities

• Perform Management Console maintenance tasks, including viewing and trimming the database logs and upgrading the different Snap Solutions • Configure Agent administration

The procedures in this document also apply to Snap EDR Express, except for the procedures that describe how to use the Distribute, Aggregate, Remote Backup, and Remote Restore data management tools. These tools are not available with Snap EDR Express.

This document is intended for experienced information technology (IT) personnel. The information in this guide is divided into the following sections:

• The Preface describes the Snap EDR Administrator Guide, other sources of information, and the basic architecture of the software.

• Management Console Installation and Configuration describes how to install and configure the Snap EDR Management Console component.

• Agent Administration provides information on how to install and uninstall an Agent on GuardianOS, Windows, Linux, and Mac systems. (Note that with Snap EDR Express, agents are available only on GuardianOS.) It also discusses how to add and delete license keys, create Agent Groups, and revoke an Agent’s certificate.

• Data Management Tools provides information for scheduling Aggregate, Distribute, Replicate, Remote Backup, and Remote Restore data transfer jobs. (Note that only the Replicate tool applies to Snap EDR Express.)

• Managing Jobs provides information on editing and copying jobs, performing tasks on multiple jobs simultaneously, viewing log files, and other ways that users can monitor the status of data management jobs.

• Reporting provides information on how to generate reports on the data management system.

• Maintenance provides information on viewing and trimming database logs and upgrading applications.

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Product Architecture

vii • Best Practices provides tips on recommended configuration options and best

practices for using the Remote Backup and Remote Restore solutions.

• Exit Codes provides troubleshooting information and potential resolutions for exit codes generated during data replication or migration tasks.

Product Architecture

The following diagram is an example of the Snap EDR system.

Snap EDR consists of a Management Console and a collection of Agents.

The Management Console is installed on a central Snap Server and coordinates and logs the data transfer activities carried out by the distributed Agents. An Agent is also installed on the Management Console host. The Agents are responsible for the actual transfer of data.

Snap EDR Express supports replication between only two GuardianOS Snap Servers, one of which is the Agent installed by default on the Management Console.

Licensing Information

Snap EDR installs with a 45-day trial period, after which it is necessary to obtain a license key from http://www.snapserver.com/Products/EDR.shtml (or through your Snap Server distributor) to continue use of Snap EDR’s functionality. There are two licenses you can choose to purchase:

• Snap EDR Express allows only replication between two GuardianOS 5.0 or higher Snap Servers, one of which is the Agent installed by default on the Management Console. This product does not include the Aggregate, Distribute, Remote Backup, or Remote Restore tools.

520 650 410 Misc. Clients ...1 10100 10 00111 01 010 01 0011 00 110 0... ...01 0101 1011 00 01 11 01 01 11 010 1010... ...1011 0101 100110 001 110101 0100 10... ...001 00110 1010 1001110 0110 1010 10... Windows Clients Work Station with GUI interface

...1001011101010110... ...1001011101010110... . ..10 01 0111 01010110... ...1 00 10 111 0 101 01 10 ... ...100101110 1010110... ...1001 011101 0101 10... ...10010 1110 101011 0... ...10 010 1110 10101 10. ..

Linux

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Other Information Sources

• Snap EDR includes the Aggregate, Distribute, Replicate, Remote Backup, and Remote Restore tools, licensed for a specific number of agents on Windows, Linux, Mac, or GuardianOS 5.0 and higher.

Other Information Sources

Online help is available when you are working within the Management Console by clicking the help icon (?) in the user interface.

Technical Support

To obtain additional service or technical support for your Snap Server, call the following numbers or visit

http://www.snapserver.com/support/.

North America: Monday - Friday (except holidays) 8:00 AM - 5:00 PM U.S. Pacific Time

1.888.288.4206

Europe: Monday - Friday (except holidays) 8:00 AM - 5:00 PM Local Time

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Administrator Guide 1

Chapter 1

Management Console Installation

and Configuration

Installing and configuring the Snap EDR Management Console involves the procedures outlined in this section.

Note Snap EDR 7.2 supports the following browsers: Internet Explorer 6.0 or higher, Firefox 2.0 or higher (Windows, Linux, Mac), and Safari 2.0 or higher.

Installing and Configuring the Snap EDR Management

Console

Snap EDR is preinstalled on your Snap Server. You should configure only one Management Console to handle all of the Agents in your Snap EDR system.

1 Connect to the browser-based Administration Tool for the Snap Server, logging in as the administrator.

2 Click the Snap EDR link in the Site Map (under Extras).

3 Click the Configure as Management Console option.

Once the configuration is complete, a screen appears with the following options: Button Description

Stop Service Stops all Snap EDR services. Restart Service Restarts all Snap EDR services.

Warning: Use only if you have encountered a problem, and customer support advises you to restart the service. Any jobs currently running will stop and will not resume when you restart the service.

Disable Service on System Boot

By default, when a user reboots the Snap Server, services

automatically restart. Select Disable Service on System Boot if you do not want the Snap EDR service to start up upon reboot. Note that the Enable Service on System Boot option appears when the disable service option is selected. This allows users to turn on the enable option.

Uninstall Service Removes all of the components of the Snap EDR service. Click Here to

configure jobs

Clicking this link opens the Management Console UI where users can schedule jobs.

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Upgrading or Reinstalling the Management Console

Upgrading or Reinstalling the Management Console

Note GuardianOS 5.0 or higher is required to install Snap EDR 7.2.

Upgrading the Management Console

1 Connect to the browser-based Administration Tool for the Snap Server, logging in as the administrator.

2 Navigate to the Maintenance > OS Update screen.

3 Click the Check for Updates button and follow the instructions.

4 Once you have downloaded the latest update, use the Browse button to select the installation file you just downloaded.

5 Click the Update button.

6 Once the installation is applied, you will be prompted to reboot the server. Click

Reboot to complete the installation process.

7 Once the system has rebooted, click the Snap EDR link in the Site Map (under Extras).

8 Click the Complete Update button to configure Snap EDR.

Reinstalling the Management Console

If you have uninstalled Snap EDR and need to reinstall the application:

1 Download the latest installation file (SnapEDR.gsu) from

http://www.snapserver.com/support/.

2 Connect to the browser-based Administration Tool for the Snap Server, logging

in as the administrator.

3 Navigate to the Maintenance > OS Update screen.

4 Use the Browse button to select the installation file you just downloaded.

5 Click the Update button.

6 Once the installation is applied, you will be prompted to reboot the server. Click

Reboot to complete the installation process.

7 Once the system has rebooted, click the Snap EDR link in the Site Map (under Extras).

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Management Console Overview

Chapter 1 Management Console Installation and Configuration 3

Management Console Overview

The web-based Management Console enables users to manage the rules that govern data transfer activity, and deploy the Agent software on Mac, Linux, and Windows platforms. (Note that with Snap EDR Express, you can deploy the Agent software only on two GuardianOS Agents, one of which is the Agent installed by default on the Management Console. Also, only the Replicate tool appears in the Management Console with Snap EDR Express.)

Management Console Dashboard

By navigating menus and sub-menus, the Console displays the features and functions administrators utilize to create an automated data transfer system. The following table lists the menus that appear in the Console.

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Management Console Overview

Menu Description

Dashboard Click Dashboard to display your selected widgets in the main panel. Click

Add Widget to add the following widgets to your Dashboard:

• System Overview: The Running Jobs gauge indicates the number of jobs that are currently running (the needle points to the number, and displays the number in its center). The green area of the Running Jobs gauge shows the upper range of job load for the CPU. The closer the needle is to the red area of the gauge, the more likely it is that the CPU will be straining. The Jobs in Error gauge displays the number of jobs in error.

• Job View: Displays information about jobs (either running or in error), including job name, group, percent complete, job state (e.g., running, stopped, etc.), and provides action icons that allow the user to modify the job.

Click the Refresh tab to specify how often the information displayed in the widget is updated (every 15 seconds, 30 seconds, 45 seconds, 1 minute, or 2 minutes),or to turn off auto-refresh.

For information about configuring the Dashboard, see “Configuring the Dashboard” on page 5.

Snap Solutions Click Snap Solutions to display the job data management tool options. Note Aggregate, Distribute, Remote Backup, and Remote Restore do not appear with Snap EDR Express.

• Reports: Create customized reports on data transfer activity.

• Aggregate: Schedule a job to transfer files from multiple hosts to a single target host.

• Distribute: Schedule a job where files are transferred from one source host to one or more target hosts.

• Replicate: Schedule a job to replicate files between any two systems including Windows, Linux, and Mac Agents.

• Remote Backup: Schedule a job to back up data from remote hosts to a central host.

• Remote Restore: Schedule a job to restore backup data from a central storage location, on a per host basis, to the remote hosts from which the data was originally retrieved.

For more information about the different job management data tools, see “Data Management Tools” on page 27. For information about creating Reports, see “Reporting” on page 99.

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Configuring the Dashboard

Chapter 1 Management Console Installation and Configuration 5

Configuring the Dashboard

Changing the Bandwidth of a Running Job

The Management Console allows you to change the bandwidth of a running job. You may want to increase or decrease the bandwidth to speed up or slow down the transfer, due to network load issues during the job run.

When a job is running, the icon for changing the bandwidth appears in both the job summary screen and the Job View dashboard widget.

To specify the bandwidth throttle for a running job, follow these steps:

1 Log in to the Management Console.

2 Navigate to a screen that shows the running job whose bandwidth you want to modify (choose the scheduled job list screen OR the Dashboard > Job View > Running Jobs screen).

3 Click the Set Bandwidth Limit icon.

Administration Click Administration to perform the following administrative activities: • Agent

• Install: Install an Agent on Windows, Linux, and Mac platforms. • Groups: Create an Agent group (collection of individual agents).

• Certificates

• Revoke Certificate: Revoke an agent’s certificate (Does not apply to Snap EDR Express.)

For more information, see “Agent Administration” on page 9.

• Manager

• Applications: Install patches and upgrades to your individual Snap Solutions.

• Transfer Logs: Display the transfer logs generated by the Management Console during each transfer.

• Licenses: Add license keys for additional agents or features. • Log Maintenance: Configure custom parameters for the scheduled

log maintenance job, including amount of time to keep logs, threshold size, and scheduling parameters.

For more information, see “Maintenance” on page 109 and “Managing License Keys” on page 19.

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Configuring the Dashboard

4 Specify the bandwidth limit in bytes, kilobytes or megabytes per second to a

maximum of whatever the CPU can handle, or a percentage of a selected network connection (for example, 75% of 128 Kbps).

Note Bandwidth throttles may also be employed by other network devices and policies (e.g., QoS); therefore, a Snap EDR bandwidth throttle (or target

maximum) may not be achievable. If you are having difficulty achieving a particular bandwidth target, ensure that other policies are not impacting your ability to reach the desired throughput.

5 Click OK.

Adding a Widget to the Dashboard

There is no limit to the number of widgets you can add to the dashboard (except for the screen space available to display them). For example, you may want to have multiple Job View widgets in order to monitor both the Jobs in Error and the Running Jobs.

To add a widget to the dashboard, follow these steps:

1 Log in to the Management Console.

2 Click Dashboard (if the Dashboard area is not displayed).

3 Click Add Widget. Icons for the widgets you can add appear.

4 Click the widget you want to add to the dashboard. The widget appears in the

dashboard.

Changing the Name of a Dashboard Widget

You can change the name of any of the dashboard widgets. This is useful if you have more than one instance of the same type of widget. To change the name of a dashboard widget, double-click its name. A field appears that allows you to type in a new name. After typing the name, press Enter or click elsewhere on the screen.

Configuring a Widget

The dashboard widgets are configurable. Users can change the type of information that the widget displays to better suit their needs by clicking the Edit icon and specifying the changes. Both widgets allow you to change the following: • refresh rate (how often the information displayed in the widget is updated). • widget name (double-click its name. A field appears that allows you to type in a

new name. After typing the name, press Enter or click elsewhere on the screen.) • links to the underlying job view from which the information is displayed (click

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Configuring the Dashboard

Chapter 1 Management Console Installation and Configuration 7 To configure a dashboard widget, follow these steps:

1 Log in to the Management Console.

2 Click Dashboard (if the Dashboard area is not displayed).

3 Click the Edit icon on the widget you want to configure.

4 Change the values (most appear in a drop-down list).

5 To change the refresh rate for a job completion and job view widget, click the

Refresh tab and select a value from the drop-down list.

6 Click Save.

Changing the Layout of a Widget

You can change the location of the widgets simply by clicking the widget and dragging it to a different part of the screen. The dashboard page displays widgets in two columns. Clicking the mouse between the columns and dragging allows you to change the width of the columns. Note that the smallest that one of the columns can be is 250 pixels.

Removing a Widget

To remove a widget, click in the ‘x’ icon in the upper right corner of the widget. Note that you are not prompted when you delete a widget. If this widget was configured, you will lose this information.

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Administrator Guide 9

Chapter 2

Agent Administration

Agent administration involves the following tasks:

• “System Requirements for Snap EDR Agents” on page 10

• “Installing the Agent Software on Windows-Based Systems” on page 13 • “Installing the Agent Software on Linux Systems” on page 15

• “Installing the Agent Software on Mac Systems” on page 16 • “Using Agent Groups” on page 18

• “Managing License Keys” on page 19

• “Revoking an Agent’s Certificate” on page 21 • “Uninstalling Agents” on page 22

Note With Snap EDR Express, you can install only two Agents, one of which is the Agent installed by default on the Management Console, and the other must be installed on another GuardianOS machine (see “System Requirements for Snap EDR Agents” on page 10).

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System Requirements for Snap EDR Agents

System Requirements for Snap EDR Agents

Before installing an Agent, check your system to ensure that it meets the system requirements for Windows, Linux, or Mac Agents:

Installing and Configuring a Snap EDR Agent on a Snap

Server

Snap EDR is preinstalled on your Snap Server. To configure your Snap Server as a Snap EDR Agent:

1 Connect to the browser-based Administration Tool for the Snap Server, logging

in as the administrator.

2 Click the Snap EDR link in the Site Map (under Extras).

3 Type the Name or IP address of the Management Console in the Name/IP of Management Console field. Note that the name of the Management Console must be resolvable from the Agent.

4 Click Configure as an Agent.

Item Description

Operating System * Solaris 8, 9, 10 Sparc

RedHat Enterprise Linux 4.x, 5.x SuSE Linux Enterprise Server 10.x MacOS-X 10.4, 10.5 (PowerPC and Intel)

Windows 2000 Server (with SP4 or higher), Windows XP (with SP2 or higher), Windows 2003 Server, Windows 2003 R2 Server, Windows 2008 Server **, Windows Vista ** Web Browser Internet Explorer 6.0 or higher, Firefox 2.0 or higher

(Windows, Linux, Mac), Safari 2.0 or higher System Memory 512 MB or more

Disk Space Windows systems: 5 MB or more Linux systems: 10 MB or more Mac systems: 10 MB or more

Installation directory: 50 MB (Windows); 100 MB, 30MB free in /tmp on Linux and Mac platforms

Network Connection 100 Mbit/sec. Ethernet or faster

* Operating systems that were supported in Snap EDR 5.2.2 but are not listed in this table are supported through backwards compatibility in Snap EDR 7.2.

** For Windows 2008 and Vista, User Account Control (UAC) and Data Execution Prevention (DEP) must by disabled. In addition, SystemState and Virtual Shadow Copy Service are not supported.

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Upgrading or Reinstalling a Snap EDR Agent on a Snap Server

Chapter 2 Agent Administration 11 Once the configuration is complete, a screen appears with a number of options, as described in the following table:

Upgrading or Reinstalling a Snap EDR Agent on a Snap

Server

Upgrading a Snap EDR Agent

1 Connect to the browser-based Administration Tool for the Snap Server, logging

in as the administrator.

2 Navigate to the Maintenance > OS Update screen.

3 Click the Check for Updates button and follow the instructions.

4 Once you have downloaded the latest update, use the Browse button to select the installation file you just downloaded.

5 Click the Update button.

6 Once the installation is applied, you will be prompted to reboot the server. Click Reboot to complete the installation process.

Reinstalling a Snap EDR Agent

If you have uninstalled Snap EDR and need to reinstall the application:

1 Download the latest installation file (SnapEDR.gsu) from

http://www.snapserver.com/support/.

2 Connect to the browser-based Administration Tool for the Snap Server, logging in as the administrator.

Button Description

Stop Service Stops all replicator services

Restart Service Restarts all Snap EDR services.

Warning: Use only if you have encountered a problem, and customer support advises you to restart the service. Any jobs currently running will stop and will not resume when you restart the service.

Disable Service on System Boot

By default, when a user reboots the Snap Server, services

automatically restart. Select Disable Service on System Boot if you do not want Snap EDR service to start up upon reboot. Note that when the disable service option is selected, the Enable Service on System

Boot option appears, allowing users to turn on the disabled option. Uninstall Service Removes all the components of the Snap EDR Agent.

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Downloading the Snap EDR Agent Information File

3 Navigate to the Maintenance > OS Update screen.

4 Use the Browse button to select the installation file you just downloaded.

5 Click the Update button.

6 Once the installation is applied, you will be prompted to reboot the server. Click Reboot to complete the installation process.

7 Once the system has rebooted, click the Snap EDR link in the Site Map (under Extras).

8 Type the Name or IP address of the Management Console in the Name/IP of Management Console field. Note that the name of the Management Console must be resolvable from the Agent.

9 Click Configure as an Agent.

Downloading the Snap EDR Agent Information File

Before installing an Agent on Windows, Linux, or Mac, you must first download the Snap EDR Agent Information file (called sigsetup.inf).

Notes

• This procedure does not apply to Snap EDR Express, or installing an Agent on a Snap Server.

• Before installing an Agent, check the table in “System Requirements for Snap EDR Agents” on page 10 for the system requirements for Windows, Linux, and Mac Agents.

To download the Snap EDR Agent installation information file to a Windows, Linux, or Mac environment:

1 From the computer on which you want to install the agent, access the Snap EDR Management Console:

a Log into the Snap Server as Administrator. b In the Site Map under Extras, click Snap EDR.

2 Click Administration > Agents > Install.

3 Click the Click here... link.

4 Choose Save Target As...

5 Follow the instructions in the dialog to download the information file to your Agent software directory (for example: /tmp/snapagent for Linux-based hosts, C:\temp\snapagent for Windows-based hosts, or Desktop/Snapagent for Mac-based hosts).

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Installing the Agent Software on Windows-Based Systems

Chapter 2 Agent Administration 13

6 Download the latest installation file from

http://www.snapserver.com/support/.

7 Navigate to the installation file for your operating system using the ReadMeFirst.html file.

8 Follow the instructions in the dialog to download the setup program to the same

Agent software directory you used earlier for the installation information file (for example: /tmp/snapagent for Linux-based hosts , C:\temp\snapagent for Windows-based hosts, or Desktop/Snapagent for Mac-based hosts). See the Windows, Linux, and Mac installation procedures in the following sections: “Installing the Agent Software on Windows-Based Systems” on page 13, “Installing the Agent Software on Linux Systems” on page 15, or “Installing the Agent Software on Mac Systems” on page 16.

You must place the installation information file and the setup software in the same directory.

Note If your browser opens the information file instead of displaying the dialog, navigate back to the Installation Downloads page, right-click Click here and then save the file in your Agent software directory.

Installing the Agent Software on Windows-Based Systems

Note This installation does not apply to Snap EDR Express.

Prerequisites

• Make sure that the host system has a valid fully qualified domain name, system time and date, and time zone. The date, time, and time zone MUST be accurate before installing the Agent. The digital certificates for the Agents use the fully qualified host name and have their certificate validity period determined by time and date.

• Hosts using the Agent software should have IP addresses that do not change (for example: statically assigned IP addresses, or DHCP address reservations). In general, changes to IP addresses require reconfiguration of the Agents. • You must have already installed and configured the Snap EDR Management

Console on a Snap Server.

• Make sure you have downloaded the Snap EDR Agent Installation Information file, as described in “Upgrading or Reinstalling a Snap EDR Agent on a Snap Server” on page 11.

• If you are installing the Agent on Windows 2008 Server or Windows Vista, make sure User Access Control (UAC) is disabled and that the Data Execution

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Installing the Agent Software on Windows-Based Systems

programs and services. See “To Disable User Access Control (Windows 2008 Server and Windows Vista)” on page 14 and “To Disable Data Execution Prevention (Windows 2008 Server and Windows Vista)” on page 14.

Installation Procedure

To install the Agent software on Windows:

1 Log in to your system as Administrator or as a user with equivalent administration privileges.

2 In the folder where you downloaded the Agent software and installation

configuration file (for example: C:\temp\snapagent), double-click the downloaded executable file (for example: sig_client_x86-wnt.exe). The Welcome to Snap Enterprise Data Replicator screen appears.

3 Fill in the information on the screens, using Back and Next to move through the setup program screens.

You need to click in the Accept radio button to accept the license agreement. If the setup program does not find the sigsetup.inf file in the installation directory, you are prompted to specify its location.

The Agent connects to the Management Console to request a digitally-signed certificate.

4 To exit the setup program, click Finish.

To Disable User Access Control (Windows 2008 Server and Windows Vista)

1 Click Start > Settings > Control Panel.

2 Double-click User Accounts.

3 Select User Accounts.

4 Make sure that the User Access option is turned off.

5 If necessary, reboot the computer.

To Disable Data Execution Prevention (Windows 2008 Server and Windows Vista)

1 Click Start > Settings > Control Panel.

2 Double-click System and choose the Advanced tab.

3 In the Performance area, click Settings.

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Installing the Agent Software on Linux Systems

Chapter 2 Agent Administration 15

5 Make sure DEP is enabled for essential Windows programs and services only,

and click OK.

6 Reboot the computer.

Installing the Agent Software on Linux Systems

Note This installation does not apply to Snap EDR Express. Prerequisites

• Before proceeding with a Linux installation, make sure that your system has a valid fully qualified host name, system time and date, and time zone. The date, time, and time zone MUST be accurate before installing the Agent. The digital certificates for the Agents use the fully qualified host name and have their certificate validity period determined by time and date.

• You must have already installed and configured the Snap EDR Management Console on a Snap Server.

• Make sure you have downloaded the Snap EDR Agent Installation Information file as described in “Upgrading or Reinstalling a Snap EDR Agent on a Snap Server” on page 11.

Installation Procedure

The setup program installs the Agent software using native packaging systems such as pkgadd on Solaris systems and RPM (RedHat Package Manager) on Linux

systems.

To install the Agent software on Linux:

1 Log in to your host system as a user with root privileges (for example: root).

2 Navigate to the location where the Agent software was downloaded. For

example,

cd /tmp/snapagent

3 Uncompress the downloaded file. For example,

gunzip sig_client_i686-linux.tar.Z

4 Untar the downloaded file. For example,

tar -xvf sig_client_i686-linux.tar

5 Run the program using the following command syntax:

./sigsetup

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Installing the Agent Software on Mac Systems

6 Follow the instructions in the setup program screens to select installation options,

and navigate through the program screens by typing N (next).

You need to type A (Accept) to accept the license agreement. If the setup program does not find the sigsetup.inf file in the installation directory, you are

prompted to specify its location.

The setup program completes the certificate generation process.

7 You can view any installation errors in the Agent installer log file (/tmp/sigsetup.log).

8 Type Y to see the Readme file, or type N to exit the setup program.

Installing the Agent Software on Mac Systems

Note This installation does not apply to Snap EDR Express.

Prerequisites

• Make sure that the host system has a valid fully qualified domain name, system time and date, and time zone. The date, time, and time zone MUST be accurate before installing the Agent. The digital certificates for the Agents use the fully qualified host name and have their certificate validity period determined by time and date.

• Hosts using the Agent software should have IP addresses that do not change (for example: statically assigned IP addresses, or DHCP address reservations). In general, changes to IP addresses require reconfiguration of the Agents. • You must have already installed and configured the Snap EDR Management

Console on a Snap Server.

Installation Procedure

To install the Agent software on a Mac:

1 Log in to your system as a user with administrator privileges.

2 In the folder where you downloaded the Agent software and installation configuration file (for example, the Mac desktop), double-click the downloaded executable file (for example: sig_client_ macintosh-OS_X-10.dmg).

A new volume (SigAgentVol) appears on the desktop.

3 Double-click the volume and double-click setup. A password prompt appears.

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Verify that the Agent is Properly Configured

Chapter 2 Agent Administration 17

4 Enter your password and click OK.

The Welcome to Snap Enterprise Data Replicator screen appears.

5 Fill in the information on the screens, using Back and Next to move through the setup program screens.

You need to click in the Accept radio button to accept the license agreement. If the setup program does not find the sigsetup.inf file in the installation directory, you are prompted to specify its location.

The Agent connects to the Management Console to request a digitally-signed certificate.

6 To exit the setup program, click Finish.

Verify that the Agent is Properly Configured

To verify that the Agent is properly configured, run a simple replication job of a small set of data. For information on how to run a replication job, see “Creating a Replicate Job” on page 49. Note that you need to have at least two Agents installed to run a replication job.

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Unsuccessful Agent Installation

Unsuccessful Agent Installation

In some instances, the Agent installation might fail. The following table describes why an Agent installation might have failed, and possible resolutions to the problem

:

Note If an Agent installation fails, the installer will generate a

<hostname>.req.pem file, and save it to the <installation_directory>dds/ security directory. This file can be deleted as it is not used by Snap EDR after an installation failure.

Using Agent Groups

Creating an Agent Group is useful when a large number of Agents are needed for data transfers.

An Agent Group is a logical collection of Agents that jobs can use in place of individual Agents. When a job uses an Agent Group, the controlling Agent sends data to or receives data from each Agent in the group. Agent Groups appear in the Groups submenu.

Problem Resolution

An Agent may have already been installed and then uninstalled without having the certificate revoked before re-installation.

Revoke the certificate for the host and rerun the installation. Proceed to “Revoking an Agent’s Certificate” on page 21 for instructions on revoking the certificate. The host may not have connectivity to the

network.

Correct connectivity problem and rerun the installation.

The Management Console may not be reachable from the host (due to routing problems, a physical problem, the Management Console being down, etc.).

Since the Management Console coordinates and logs the transfer activities carried out by the distributed Agents, a Snap EDR Agent must be able to connect to the Management Console. Correct the reachability problem and rerun the installation.

There may be insufficient drive space on the host for the installation files.

Correct the drive space problem and rerun the installation.

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Managing License Keys

Chapter 2 Agent Administration 19

Creating an Agent Group

To create an Agent Group:

1 From the Management Console, click Administration > Agents > Groups.

2 Enter the name of the Agent Group and provide a description of the group, if

desired. Click Add.

3 Associate existing Agents and Agent Groups with the group you’ve just created by moving Agents from the Available Agents column to the Selected Agents and Agent Groups column.

Note You can press shift+click to choose multiple consecutive Agents/Agent Groups or ctrl+click (Apple key on Mac) to choose multiple non-consecutive Agents/Agent Groups from the list.

Removing Agents from an Agent Group

To remove Agents/Agent Groups from the list of those associated with the Agent Group, click the item in the Selected Agents and Agent Groups column, and click the arrow to move the selection to the Available Agents and Agent Groups column.

Editing an Agent Group

You can change the name of the Agent Group or the description of the group using the Edit feature.

Deleting an Agent Group

To delete an Agent Group, click the red ‘X’ next to the group.

Caution If you delete an Agent Group that is part of a scheduled job, the job will fail when it runs (since the Agent Ggroup that was defined as a source or target no longer exists).

Managing License Keys

Snap EDR installs with a 45-day trial period, after which it is necessary to obtain a license key from http://www.snapserver.com/Products/EDR.shtml (or through your Snap Server distributor) to continue use of Snap EDR's functionality. There are two licenses you can choose to purchase:

• Snap EDR Express allows only replication between two GuardianOS 5.0 or higher Snap servers, one of which is the Agent installed by default on the Management Console. It includes only the Replicate solution and is not available for Windows, Linux, or Mac agents.

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Managing License Keys

• Snap EDR includes the Aggregate, Distribute, Replicate, Remote Backup, and Remote Restore solutions, licensed for a specific number of agents on Windows, Linux, Mac, or GuardianOS 5.0 and higher.

One of the first things users need to do after logging in is to license the software with the number of agents and applications they have purchased.

The license screen displays a list of the components for which the user has

purchased a license, as well as the number of agents associated with the component, the expiration date, license key, date the license was added, status, and a delete icon.

The Feature License Usage table displays the number of licenses associated with a component, how many are in use and their status.

To Add a License Key

To add a license key:

1 Log in to the Management Console. 2 Click Administration > Manager > Licenses.

3 Click Add License Keys.

4 Type the license key(s) into the field. Separate multiple keys with a space or place each key on a separate line.

5 Click Add Keys.

If you type an invalid key an error message appears.

To Delete a License Key

Note Deleting a license key means that you will no longer be able to use the component associated with the license.

To delete a license key:

1 Log in to the Management Console

2 Click Administration > Manager > Licenses.

3 Click the delete icon ("x") beside the license key you want to remove. You are prompted to confirm deletion of the key.

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Revoking an Agent’s Certificate

Chapter 2 Agent Administration 21

Revoking an Agent’s Certificate

The Certificate Authority (CA) running on the Snap EDR Management Console issues a digital certificate when you install the Agent software. Snap EDR uses the digital certificate for the identification and creation of secure communication channels among the data transfer Agents and the Management Console.

You need to revoke an Agent’s certificate when you delete an Agent, otherwise it will not be possible to reinstall the same Agent should you wish to in the future. If you delete an Agent without revoking its certificate and then attempt to reinstall the Agent, an error message appears that indicates the Agent already has a valid certificate. Receipt of the certificate is part of the configuration of the Agent during the installation; when an unrevoked certificate exists, the Management Console generates the error message and does not send a certificate to the installer. With no certificate received during the installation, the Agent cannot be properly configured and is not recognized by the Management Console as part of the Snap EDR system. Revoking an Agent's certificate does not remove the Agent software from the Agent. For information on uninstalling the Agent software, see “Uninstalling an Agent from a Snap Server” on page 22, “Uninstalling an Agent from Windows” on page 22, “Uninstalling an Agent from Linux” on page 23, or “Uninstalling an Agent from Mac” on page 23.

Once you revoke an Agent's certificate, the only way the Agent can take part in transfers again is to re-install the Agent.

To revoke an Agent's certificate:

1 Access the Snap EDR Management Console, then click Administration > Certificates > Revoke Certificate.

A list of Agents to which the user has access appears.

2 In the display area, click the Agent whose certificate you want to revoke. 3 Make sure a check appears in the Also remove Agent from database box if you

want to permanently delete the Agent from the system.

Leaving the box unchecked means that the Agent is still identified in the database (along with any jobs with which it is associated). Make sure you uncheck the box if you are planning to reinstall the same Agent (for example, your Agent machine had a technical problem and needed to have Snap EDR reinstalled). Keeping the Agent in the database while you reinstall the Snap EDR Agent software on it means that the Agent will still appear in any jobs in which it is involved.

Caution If you delete the Agent from the database, it will also be removed from any jobs with which it is associated. You would then have to manually add the re-installed Agent to all the jobs with which you want it associated.

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Uninstalling Agents

However, if you are not planning to reinstall the Agent you are deleting, you may want to remove it from the database. If you do not delete it from the database, it will be included in the Agent counts when evaluating license keys. License keys specify how many Snap EDR Agents you can have in your Snap EDR installation. If the deleted Agent still appears in the database, then you will be unable to install a new agent to take its place (since the Management Console believes the agent still exists and that you have installed your Agent quota as specified in the license key).

4 Click Revoke Certificate.

Revoking an Agent’s certificate adds the Agent to a list of revoked certificates that Agents check periodically.

Uninstalling Agents

Either before or after uninstalling an Agent, you must revoke the Agent’s certificate. If you do not revoke the Agent’s certificate, you will be unable to reinstall the agent at a future date, since the Management Console believes the agent still has a valid certificate. For more information on revoking an Agent certificate, see “Revoking an Agent’s Certificate” on page 21.

Uninstalling an Agent from a Snap Server

To uninstall a Snap EDR Agent:

1 Connect to the browser-based Administration Tool for the Snap Server, logging in as the administrator.

2 Click the Snap EDR link in the Site Map (under Extras).

3 Click Uninstall Service.

A prompt appears to confirm the uninstall.

4 Click OK.

Note that the uninstall removes all of the components associated with the software, including the configuration screen. Therefore you will not see an OK or successful uninstallation message screen once the uninstall completes.

5 Once the uninstall is complete, close the window.

Uninstalling an Agent from Windows

To uninstall the Agent from Windows:

1 Choose Start > Settings > Control Panel.

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Uninstalling Agents

Chapter 2 Agent Administration 23

3 Locate the Snap Enterprise Data Replicator entry in the list, and click on it.

4 Click Change/Remove.

5 In the Welcome screen, click Next.

6 In the Software Detected screen, click the Uninstall button and click Next.

7 In the Uninstallation Complete screen, click Finish.

8 Close the Add/Remove Programs screen.

Uninstalling an Agent from Linux

To uninstall the Agent from a Linux system:

1 Log in as root.

2 Change directories to where the Agent software is installed. For example, /usr/snap/dds/bin

3 Type ./siguninstall.

The uninstall opening screen appears.

4 Type N (for next).

The Uninstall program searches for installed packages.

5 Select the packages you want to uninstall (in this case, the Agent) and type N.

6 Verify the directories associated with the Agent software and type N. The summary screen appears.

7 Confirm the information and type N.

A prompt appears to confirm that you want to uninstall.

8 Type Y (for yes).

Eventually a message appears that the uninstall is complete.

9 Press Enter.

A message appears that the uninstallation is running a cleanup.

10 Press any key to finish the uninstall and return to the shell.

Uninstalling an Agent from Mac

To uninstall the Agent from a Mac, follow these steps:

1 Log in to your system as a user with administrator privileges.

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Configuration Notes

3 Double-click the uninstall icon. A password prompt appears.

4 Enter the password and click OK.

5 In the Welcome Screen, click Next, and click Next again. You are prompted if you are ready to begin uninstallation.

6 Click Yes.

7 Click Finish when the uninstall is complete.

Configuration Notes

IT personnel charged with administering data replication and migration tasks with Snap EDR must consider the following information.

DNS and Name Resolution

If there is no DNS in the customer’s network, host files can be added on the Snap servers.

Port Requirements

The ports Snap EDR uses to route data traffic are 49221 and 443. To accomplish data replication or migration this port must be enabled along the network path required for the machines to properly transmit the data. If you have installed a firewall, installing a Snap EDR Agent does not damage the firewall, but you will need to manually add port 49221 through the firewall to communicate to the Snap EDR Agent.

Re-Sync with Management Console Button

In rare circumstances, a Management Console name or address change fails to propagate to the Agents due to network or server outages. The Re-Sync with Management Console option resynchronizes the Agent with the Management Console and all other Agents associated with the Management Console’s IP address. The Re-Sync option is needed when the Management Console can no longer communicate with an Agent after a name change. This option can be found on the Snap EDR Agent post-configuration screen.

Certificate Validity Inconsistent Between Management Console and Agents

By default, the Snap EDR installation provides a certificate that is valid for one year for the Management Console and two years for the Agents.

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Configuration Notes

Chapter 2 Agent Administration 25

Warning Messages

Some warning messages that appear in the Maintenance Logs may also contain the word “error”. These messages are simply warnings and do not indicate that an error has occurred. Due to formatting issues, some errors do not appear in the Event Log.

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References

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