Catalogic DPX 4.3. Applications Guide. dpx4305/22/2014ag

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Catalogic DPX

™

4.3 Applications Guide

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This publication contains proprietary and confidential material, and is only for use by licensees of Catalogic DPX™, Catalogic BEX™, or Catalogic ECX™ proprietary software systems. This publication may not be reproduced in whole or in part, in any form, except with written permission from Catalogic Software.

Catalogic, Catalogic Software, DPX, BEX, ECX, and NSB are trademarks of Catalogic Software, Inc. Backup Express is a registered trademark of Catalogic Software, Inc. All other company and product names used herein may be the trademarks of their respective owners.

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Applications Guide Table of Contents

APPLICATIONS GUIDE OVERVIEW

5

Chapter 1: DPX Overview 6

Documentation, Knowledge Base, and Technical Support 6

Important Considerations 10

Chapter 2: Introduction to Applications Guide 11

Audience and Purpose 11

Topics Covered 11

DPX EXCHANGE MAILBOX RECOVERY and DPX SHAREPOINT OBJECT

RECOVERY

12

Chapter 3: Using EMBR for Rapid Recovery of Exchange Mailbox Items 13

Introduction 13

How EMBR Works 13

How EMBR Works with Instant Access 13

Example Use of EMBR with Instant Access 13

Chapter 4: Using SPOR for Rapid Recovery of SharePoint Objects 17

Introduction 17

How SPOR Works 17

Supported Operating Systems and Applications 17

Additional Requirements 18

How SPOR Works with Instant Access 18

Using SPOR with Instant Access: A Quick Example 18

REPORTER

20

Chapter 5: Introduction to Reporter 21

About this Document 21

For Additional Information 22

Nomenclature 22

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Applications Guide Table of Contents

4

Step 4. Define Polling Resources 31

Chapter 8: Getting Started with Reporter 33

Logging In 33

Graphical User Interface Overview 33

Chapter 9: Uninstalling Reporter or Reporter Agents 35

ACRONYMS

36 TERMINOLOGY

43 TRADEMARKS

50

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Applications Guide APPLICATIONS GUIDE OVERVIEW

APPLICATIONS GUIDE

OVERVIEW

• “DPX Overview” on page 6

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Applications Guide Chapter 1: DPX Overview

6 Chapter 1: DPX Overview

Catalogic DPX™ data protection software delivers unprecedented speed and savings with a single unified solution making backup and disaster recovery smarter, faster, and more efficient. It is uniquely designed to handle the most common data protection use cases that are challenging IT departments.

DPX deploys quickly and scales easily to match the needs of rapidly growing cloud infrastructures. Additionally, the software exploits modern server virtualization and is optimized for backup and recovery of virtual systems.

DPX Block Data Protection provides rapid and efficient backup, restore, bare metal recovery, application protection, and tape archiving. A complex backup environment can have multiple backup Enterprises each with more than one

secondary system including NetApp storage and DPX open storage.

There is one master server per data protection Enterprise. The master server is a DPX node that contains DPX software, including the Catalog and modules that control scheduling, media management, and distributed processing. Any other node in an Enterprise from which you may want to back up data is called a client. The master server may also be a client node.

Note: For the latest system requirements and compatibility details regarding supported hardware, file systems, applications, operating systems, and service packs, go toSystem Requirements and Compatibility.

Documentation, Knowledge Base, and Technical Support

Documentation Roadmap

The following documentation is available for Catalogic DPX™: • Quick Start Guide

• Deployment Guide • User’s Guide • Reference Guide

• Bare Metal Recovery Guide • Applications Guide

• Upgrade Assessment Tool Quick Start Guide • Best Practices

• Troubleshooting Guide

Documentation is available in both PDF and context-sensitive help invoked through DPX. You can find the documentation in the following locations:

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Applications Guide Documentation, Knowledge Base, and Technical Support

• TheMySupportwebsite has the current documentation. For best results, use Internet Explorer to view the documentation PDFs.

• Select Help on the menu bar in the DPX management console.

• Navigate to the manuals directory on the product disk or in the ISO image to access the PDF documentation for the latest major release.

• Navigate to the directory on the master server where DPX was installed to find the documentation. Drill down to the \http\webapps\ROOT\manuals directory to find the PDFs.

• Navigate tohttp://<masterserver hostname or IP address>:6122/manuals/_Document_Library.pdffor a summary of available documentation.

Tip: In Adobe Reader, clear theOpen cross-document links in same windowoption to open links to additional DPX documentation while retaining your location in the original PDF. Clear this option in the Documents section on the Preferences window.

For the latest customer notices, product documentation, and access to the Catalogic Software knowledge base, go to MySupport.

Documentation Suite Overview

The following describes the content included in each manual and indicates the intended audience. You are encouraged to read through this information for an understanding of where to find the information you are looking for. Also, use the Search and Index features in the Help system to locate pertinent information. In Help, you can search the entire documentation suite instead of searching through individual manuals.

Quick Start Guide

This document is intended for administrators and other end users of DPX. It is the starting point for understanding DPX documentation and provides a roadmap for using the documentation. The Quick Start Guide contains procedures for creating a NetApp storage volume or DPX open storage volume, provides procedures for a simple DPX backup and recovery scenario, and describes how to obtain additional information including technical support and online resources.

Deployment Guide

This document is intended for those who are responsible for setting up DPX at customer sites. This might be a Catalogic field technician or a NetApp certified field technician who also has familiarity with DPX and its licensing. The guide contains instructions for setting up a NetApp storage system for DPX backups. It also presents, in abbreviated form, procedures found in the User's Guide and Reference Guide, including installing DPX, running a software update, setting up a DPX Enterprise, setting up Catalog protection, setting up a tape library, and configuring media. At the conclusion of the implementation, the customer is ready to perform DPX backups and recoveries using the features provided by their DPX license.

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that your Enterprise is deployed and that the Catalogic Data Protection Software is installed and configured. The User’s Guide includes:

• Product Overview. Describes the management console and procedures for launch and login.

• Disk-to-Disk Data Protection. Describes procedures for DPX Block Data Protection, remote seeding using NetApp storage or open storage, Instant Access to data, and NetApp SnapVault Management. Also, it provides an overview of Bare Metal Recovery.

• Virtual Environments. Describes Full Virtualization, Instant Virtualization, and Rapid Return to Production. Also, describes procedures for Agentless VMware Backup.

• Application Support. Describes data protection procedures for major applications, including SharePoint, Exchange, SQL Server, and Oracle. Includes the procedures for verifying the integrity of an application backup. Also, describes considerations for Windows and Novell OES Clusters.

• Maintenance. Describes procedures for maintaining the Catalog and for monitoring backup and restore jobs.

Reference Guide

This document is intended for administrators with appropriate licenses to use DPX features. Other users might be limited to a subset of the features. The Reference Guide contains information, considerations, and procedures for the less commonly used features of Catalogic Data Protection Software. The more commonly used functions are described in the User’s Guide. The Reference Guide includes:

• Installation. Describes procedures for installing, upgrading, and updating DPX on Windows, Linux, and other platforms. Also includes information about protecting and maintaining the Catalog and describes administrator privileges and security considerations.

• Configuration. Describes procedures for configuring DPX by using the management console.

• Operation. Describes procedures for defining and running backup, copy, and restore jobs by using the management console and performing additional tasks using scripts. Also, includes details on controlling tape devices and migrating tapes, and managing reports and logs. Procedures for DPX Block Data Protection jobs are described in the User’s Guide.

• Tape Library Setup. Describes procedures for creating the media changer device file needed to enable communication between DPX and the tape library as well as defining tape library properties.

• Clusters. Describes procedures for setting up a Windows or Novell cluster to work with DPX. • Special Procedures. Describes procedures for setting up special tape libraries.

• Interfaces. Describes setup and usage of application interfaces not included in the User's Guide or Applications Guide. This includes NDMP backup and restore for disks and tapes. The remaining application interfaces are set up outside the management console.

Bare Metal Recovery Guide

This document is intended for administrators who must restore an entire system environment for an individual computer. A full recovery using Bare Metal Recovery includes the operating system, point-in-time backed up data, and Exchange,

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SQL Server, and Oracle applications if applicable. If the computer being recovered is a master server, Bare Metal Recovery restores the DPX application.

The Bare Metal Recovery Guide describes procedures for restoring a machine with Windows and Linux.

Applications Guide

This document is intended for administrators and other end users of DPX that are licensed to use several special applications. Other commonly used functions and applications are described in the User’s Guide and Reference Guide. The Applications Guide includes:

• DPX Exchange Mailbox Recovery. This application allows administrators to easily recover mailbox items from unmounted Exchange databases and Information Store files. Additionally, EMBR enables copying, searching, and analyzing email and email attachments.

• DPX SharePoint Object Recovery. This application allows administrators to find, recover, and restore entire SharePoint sites or individual SharePoint server objects. Additionally, SPOR can be used to locate and restore individual items, without having to restore entire databases, volumes, or servers.

• Reporter. This application enables robust reporting on nodes, storage, job progress, trending, exceptions, and more.

Upgrade Assessment Tool Quick Start Guide

This document is intended for administrators who want to upgrade to Catalogic DPX 4.3. It provides instruction on using the Upgrade Assessment Tool. The UAT scans your Enterprise and generates a report identifying feature differences and upgrade concerns you need to be aware of when upgrading from BEX 3.4 or Catalogic Data Protection Software 4.0 to DPX 4.3.

Best Practices

This document is targeted at DPX implementation professionals and advanced DPX administrators. The guidelines provided are based on deployment and administration experience, as well as best practices of the respective technology vendors. This document lists known parameters and configurations that lead to a successful DPX implementation. Use this document as a tool when architecting a solution that fits specific data protection needs.

Troubleshooting Guide

This document is intended for Catalogic Software Level 1 Support Engineers and advanced users of DPX. It provides answers to many frequently asked questions. Areas covered include compatibility and support, installation,

configuration, general operations, Microsoft Exchange, Microsoft SQL Server, virtualization, and DPX Bare Metal Recovery.

Knowledge Base

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Applications Guide Important Considerations

10 Contacting Catalogic Software Data Protection Technical Support

For issues relating to Catalogic Data Protection software, contact Catalogic Software Data Protection Technical Support.

To contact us in the US or Canada:

• Call toll free (877) 600-8280 or (201) 930-8280 • By email:[email protected] To contact us in Europe, the Middle East, or Africa:

• By phone: Call toll free +800 796-2767 or +31 20 3472366 • By email:[email protected]

DPX provides a logs collection utility, bexcollect, for diagnostic purposes. The utility gathers informational files related to a specific job. If you contact Catalogic Software Data Protection Technical Support, you may be asked to run the utility and send the results for analysis. SeeLog Managementin the Reference Guide.

Tip: For NetApp or hardware related issues, contact your NetApp support representative at (888) 4NETAPP.

For the latest system requirements and compatibility details regarding supported hardware, file systems, applications, operating systems, and service packs, go toSystem Requirements and Compatibility.

Important Considerations

• Some features described in this guide are optional, separately licensable features. For inquiries regarding licensing of optional features, contact your data protection account representative or call (877) 327-8951.

• Catalogic DPX data protection software does not currently support Unicode for DPX-specific objects such as jobname, devicepath, qtree name, etc. Use the English character set only.

• Screen illustrations that appear in this guide may not match those found in your product implementation, due to variations in customization.

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Applications Guide Chapter 2: Introduction to Applications Guide

Chapter 2: Introduction to Applications Guide

Audience and Purpose

The Catalogic DPX™Applications Guideis intended for system administrators, administrators, and other end users of DPX that are licensed to use several special applications. Other commonly used functions and applications are described in theUser’s GuideandReference Guide.

Some features are optional, separately licensable features. For inquiries regarding licensing of optional features, contact your data protection account representative or call (877) 327-8951.

Topics Covered

The Catalogic DPX™Applications Guideincludes the following topics:

Topic Description

DPX Exchange Mailbox Recovery (EMBR)

This application allows backup administrators to easily recover mailbox items from unmoun-ted Exchange databases and Information Store files. Additionally, EMBR enables copying, searching, and analyzing email and email attachments.

DPX SharePoint Object Recovery (SPOR)

This application allows backup administrators to find, recover, and restore entire SharePoint sites or individual SharePoint server objects. Additionally, it can be used to locate and restore individual items, without having to restore entire databases, volumes, or servers. Reporter This application enables robust reporting on nodes, storage, job progress, trending,

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Applications Guide DPX EXCHANGE MAILBOX RECOVERY and DPX SHAREPOINT OBJECT RECOVERY

12

DPX EXCHANGE MAILBOX

RECOVERY and DPX

SHAREPOINT OBJECT

RECOVERY

• “Using EMBR for Rapid Recovery of Exchange Mailbox Items” on page 13

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Applications Guide Chapter 3: Using EMBR for Rapid Recovery of Exchange Mailbox Items

Chapter 3: Using EMBR for Rapid Recovery of

Exchange Mailbox Items

Introduction

DPX Exchange Mailbox Recovery allows backup administrators to easily recover mailbox items from unmounted Exchange databases and Information Store files. Additionally, EMBR enables copying, searching and analyzing email and email attachments.

DPX can provide the backed up EDB files to EMBR through its Block backup functionality. The key is the Instant Access feature, which easily and rapidly mounts an Exchange backup instance to a Windows node. EMBR on this node can then quickly extract or search required email items. This process is described below.

How EMBR Works

EMBR requires as input the backed up EDB files. These files should be local to a server (other than the Exchange Server) or workstation that has EMBR installed. EMBR can then open these files and either extract the individual email items to a .pst file or import them directly into an online Exchange database.

How EMBR Works with Instant Access

Block backups of an Exchange server back up the logical volume (C:, D:, etc.) that contains the Exchange database files, which includes the EDB files. By virtue of the Block backup process, the database is backed up online once as a base backup; all subsequent backups are then block-level incremental backups, which greatly reduce CPU load, network traffic, and storage requirements.

Any of the snapshots (one is created by each Block backup job) can then be mounted to a Windows node by using the IA feature. If EMBR is installed on this Windows node (the node should not be the Exchange Server), EMBR can then be used to extract mailbox items from the IA map.

Example Use of EMBR with Instant Access

For the example described below, a Windows 2003 Exchange server (IP 192.0.2.24) was backed up three times using the Block backup functionality. The backup ran once as a base backup and subsequently as a block-level incremental backup. This created three recovery points of the E: drive on the secondary storage device. The third recovery point is then selected and IA mapped as the K: drive on a server that has EMBR installed (IP address 203.0.113.24 in the example below):

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Applications Guide Example Use of EMBR with Instant Access

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The IA function results in the K: drive on the server 203.0.113.24 and this K: drive now houses the EDB files from when the Block backup ran (in this example, 3/25/09 12:12:13 PM).

Note: There are two backup sets for Exchange: the data files (on the E: drive in the example) and the application itself on the EXCH volume. Only the data files can be IA-mapped.

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The screen shot above shows the opened source file (K:\Program Files\Exchsrvr\MDBDATA\priv.edb) with all the mailboxes displayed in the top-left panel. The mailbox for user Louis is opened and the Inbox of that mailbox is shown (top-right panel). You can now search for mail items, or read emails if needed (as shown in the open window above). To recover one or multiple emails (or any of the objects shown above: Calendar, Contacts, Deleted Items, etc.) you can either save the items to be recovered to a .pst file, which can be sent to the user, who can read the items, or you can import the items to be recovered directly to an online Exchange server. To do the latter, point EMBR to the Exchange server, which will then populate the bottom Target information with the contents on the “live” mailbox. A recovery is then done by drag-and-dropping the items from Source panel to the Target panel as shown below:

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At the completion of the recovery EMBR is shut down and the IA map is unmapped. The recovery and search activities can be done with no impact to the online Exchange server.

Instant Access used with EMBR is one example of the exceptional versatility and simplicity of DPX’s access to snapshots generated by routine Block backups.

Related Topics:

• Exchange 2010/2013in the User's Guide • Exchange 2003/2007in the User's Guide

Note: For the latest system requirements and compatibility details regarding supported hardware, file systems, applications, operating systems, and service packs, go toSystem Requirements and Compatibility.

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Applications Guide Chapter 4: Using SPOR for Rapid Recovery of SharePoint Objects

Chapter 4: Using SPOR for Rapid Recovery of

SharePoint Objects

Introduction

You can use DPX SharePoint Object Recovery to find, recover, and restore entire SharePoint sites or individual SharePoint server objects such as documents, lists, libraries, and folders. Because SPOR reads existing content database backups directly, use it to locate and restore individual items, without having to restore entire databases, volumes, servers, etc.

SPOR enables direct restores to any SharePoint server (or you can restore objects to any Windows-supported file system) thereby eliminating many constraints on same-server restores. With these unique SPOR features, you may find that your need for an additional recovery server is minimized.

How SPOR Works

To provide item-level restore functionality, SPOR must have the ability to access the content databases

mapped/restored from the Block backup. SPOR can then read, extract, or export the data from the content databases to a selected SharePoint server or to a windows file system.

Supported Operating Systems and Applications

For the latest system requirements and compatibility details regarding supported hardware, file systems, applications, operating systems, and service packs, go toSystem Requirements and Compatibility.

Considerations for SPOR with SQL Server:

The following applies to both Clustered and Non-Clustered SQL Server platforms:

• When using SQL Server 2005, (32 bit or 64-bit) as your database server, you must install Microsoft SQL Server 2005 SP2, or a later version of that service pack. In addition, you must also install theMicrosoft SQL Server 2005

Backward Compatibility Components for SQL Serverpackage, which is one of the components of theMicrosoft SQL Server 2008 Feature Pack, August 2008installation package collection, and is available for download from the Microsoft Download Center website. TheMicrosoft SQL Server 2008 Feature Pack, August 2008installation package collection contains many different items, but you will only need to install theMicrosoft SQL Server 2005 Backward Compatibility Components for SQL Serverpackage.

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Applications Guide Additional Requirements

18 Additional Requirements

• Each SharePoint server that you intend to protect must have a native installation.

How SPOR Works with Instant Access

Before you can start using SPOR in your recovery efforts, DPX must create at least one base backup of a SharePoint volume. When you select a SharePoint volume for backup, it automatically includes a backup of each SQL content database hosted on that volume, including all .MDF, .LDF and/or .NDF database files.

Note: The first backup process transfers all existing data from the volume. Any subsequent incremental backups will only transfer data for block-level changes to that volume.

Using the Instant Access feature, you can mount any valid, block-level backup to a SPOR-enabled Windows node; using SPOR, you can access that volume, open the content database, and retrieve individual SharePoint objects.

Using SPOR with Instant Access: A Quick Example

In this example, assume that the backup functionality provided by DPX Block Data Protection has created a SharePoint backup of a Windows 2008 SQL server. This backup job ran once as a full backup of the Windows 2008 SQL server and it subsequently created a snapshot of the C: drive on the secondary storage device.

When you use Instant Access on a server that has a SPOR installation, you can map this snapshot to a drive. See Mapping a Block Backup Instance to a Drive Letterin the User's Guide.

A newly mapped drive contains an exact duplicate of each database file, as recorded for that specific date and time in the node’s DPX Data Protection backup.

Note: There are two available backups for SharePoint: the data files, as found in the C: drive on the physical node, and the application itself, which appears underneath the tree branch for the SharePoint virtual node. Instant Access only provides mapping functionality for data files.

Making a Source Path Selection

In this step, you launch SPOR from your SharePoint node and use IA mapping to select the G: drive as the source path. After you navigate through the path to the location of the content database to restore, SPOR displays a listing of all available SharePoint entities on-screen exactly as they appear in the content database backup.

For more information about how to make a source path selection in SPOR, see theDPX SharePoint Object Recovery User Guidewhich can be found on the Applications CD.

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Applications Guide Using SPOR with Instant Access: A Quick Example

Making a Target Server Selection

In the next step, you select a target server restore location. When making a target server selection, you can choose to select an alternate SharePoint database server or you can elect to save those individually recovered items in a new location on the same source server.

SeeThe DPX SharePoint Object Recovery User Guidewhich can be found on the Applications CD.

Selecting Files, and Completing the Restore Process

Using SPOR, you can drill down through the file structure and browse the sites, documents, folders, lists, and libraries to locate the items to restore. You can also perform a search based on multiple criteria, searching across one or more content databases, and you can elect to see all available versions of a file in one screen.

To execute the recovery of one or more SharePoint objects, drag-and-drop each item from the Source panel to the Target panel.

At the completion of the recovery, close the SPOR application. Related Topics:

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Applications Guide REPORTER

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REPORTER

• “Introduction to Reporter” on page 21

• “Installing Reporter” on page 26

• “Configuring Reporter” on page 27

• “Getting Started with Reporter” on page 33

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Applications Guide Chapter 5: Introduction to Reporter

Chapter 5: Introduction to Reporter

Reporter can help you schedule and monitor backup jobs for completion within a predefined processing window to reduce the load on servers, clients, and the network.

Reporter enables access to robust sets of data related to the below topics:

• Node perspective. Provides information from the server, client, and job perspective and displays job sizes and throughput per node.

• Monitoring. Enables real-time monitoring of backup job status on all nodes, including in-progress, inactive, failed, and successful jobs. Alerts administrators to job failures and interruptions and helps them pinpoint time and cause. • Post-job reports. Summarizes exceptions and cumulative data volumes. Reports also display the number of bytes

backed up per job and the success/failure ratio within a specified period.

• Management reports. Generates reports that group backup servers for chargeback, SLA, and compliance needs. • Trending. Provides trending information for backups, including total data backed up in the enterprise, throughput, and

success rate trends.

• Forecasts. Predicts available disk space based on backup history and storage capacity.

• Multiple backup server data. Provides a cumulative view if multiple master servers are deployed.

• Master server reports. Indicates operating system performance, available disk space, network usage, HBA card status, and system errors for the master server.

• Exception reports. Pre-defined daily and cumulative reports identify failed and inactive jobs by client and group. Reports also provide group details, weekly summaries per group, server details, and weekly server summaries. • Media reports. Displays detailed media information, including listings of free tapes per media pool, tapes requiring

removal from the tape library, and tapes that can be brought back into production. A predefined report lists tapes for tape library export and import. Sub-reports include offsite-to-onsite, onsite-to-offsite, tape pools, and jobs-per-tape. • Customizable reporting. A report wizard and numerous templates enable administrators to design reports to meet

specific analysis needs. The report wizard can be used to modify existing reports, create new reports, and define sets of reports.

• Notifications. Versatile notifications can utilize email, Web, SNMP for third party applications, and paging.

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Applications Guide For Additional Information

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• Install the Reporter agent on the master server. See“Step 1. Install Agent on the Master Server” on page 27. • Use Reporter to configure the master server as a Reporter resource. See“Step 2. Configure the Master Server as a

Reporter Resource” on page 28.

• Use Reporter to configure VM resources if necessary. See“Step 3. Configure Virtualization VMware Resources” on page 29.

• Use Reporter to define polling resources. See“Step 4. Define Polling Resources” on page 31. This document also describes:

• How to login to Reporter and briefly describes elements of the interface. See“Getting Started with Reporter” on page 33.

• How to uninstall Reporter. See“Uninstalling Reporter or Reporter Agents” on page 35.

For Additional Information

For a description of Reporter features and configuration options, see the Reporter online documentation.

Nomenclature

In this topic, Reporter software, running on the Reporter server, is referred to as “Reporter" or "DPX Reporter". In other documentation and in the product, Reporter software may be referred to as “Reporter Server” to distinguish it from “Reporter Agent,” which runs on machines to be monitored by Reporter. In this topic “Reporter” always refers to the server software, unless “agent” is specified.

Important Considerations Before You Begin a Reporter Installation

The following points should be noted before you begin installing or upgrading Reporter.

General Considerations

Note the following general considerations before installing Reporter:

• Reporter server is recommended for use with Windows 2003 and 2008 (x32 and x64).

• Reporter agent is recommended for use with Windows 2003 and 2008 (x32 and x64). It is also compatible with Windows 2003 and XP Professional, along with the Red Hat Linux, CentOS, SUSE Linux Enterprise, and Sun Solaris 10 operating systems.

• For full compatibility with DPX, DPX Reporter 4.9.6 or later is required. For the latest system requirements and compatibility details regarding supported hardware, file systems, applications, operating systems, and service packs, go toSystem Requirements and Compatibility.

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Applications Guide Important Considerations Before You Begin a Reporter Installation

• Reporter uses the following ports:

• Port 9000as its Web Server Port (HTTP) for the GUI. This port can be changed inserver.xml.

• Port 4319as its communications port with Reporter Agents (HTTP). This port can be changed system wide or on an agent-by-agent basis.

• Port 162as a trap listener. This port can be changed through the server setup. Related Topics:

• Administrative Privileges and Security Considerationsin the Reference Guide • Installing Reporter on a master server is not recommended.

• Reporter Server installs six services:

• MySQL (Reporter database): the MySQL repository for all data collected by Reporter. • ReporterCollector (collector): collects data from agents.

• ReporterEventReceiver (event receiver): receives traps.

• ReporterMaintenance:runs maintenance routines in the background.

• ReporterPoller (poller):remotely polls devices or applications by a variety of methods. • ReporterWebServer (web server):the Tomcat web server.

• An installation or upgrade does not require a reboot.

• Installing Reporter Server on a RAID or cluster drive isnot recommended.

• The Reporter database should be excluded from normal backups and real time virus scans. For instructions to back up the database, request the document "Backing up the Reporter Database" from Catalogic Software Data Protection Technical Support.

• The Reporter server requires 3 GB memory, comprised of the following: • Database: 512 MB

• Web Server: 512 MB • Collector: 512 MB • Event Receiver: 512 MB • Maintenance Server: 256 MB

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24 Considerations for Fresh Install

Note the following considerations for a fresh install of Reporter:

• Before installing, close any services windows. Installation will not work properly if you leave any of these windows open during install.

• If you have installed MySQL separately before installing Reporter, the installation will be terminated, since Windows can support only one instance of MySQL at a time. Before installing, stop the MySQL Windows service (if any) and then uninstall MySQL.

Warning: Do not manually delete any MySQL directories even after uninstall is completed. Old database data is located under the MySQL install directory.

• All Reporter binary and data files are located under the installation directory. When installing, select a directory located on a partition with enough space (1 GB recommended) to store Reporter data files.

• If you are installing Reporter for the first time, you will need a license file from Catalogic Software to run Reporter. Email Catalogic Software Data Protection Technical Support and provide the IP address and MAC address of the machine where Reporter is to be installed. You will receive an email with the appropriate license file attached. Follow the license application instructions, as specified in this email, when applying this Reporter license.

Considerations for Upgrades

Note the following considerations for an upgrade installation of Reporter:

• The installation process will detect and upgrade previous versions of Reporter automatically. All historical data will be retained.

Tip: It is highly recommended to back up your entire Reporter directory before upgrading to a new version of Reporter.

• The upgrade makes a physical copy of your database. Before upgrading, make sure you have free space equal to at least twice the current database size (for example if your database is 1 GB, ensure 2 GB of free space is available on that drive BEFORE starting the upgrade.

• Before upgrading, close any services windows. Installation will not work properly if you leave any of these windows open during installation. Close any applications viewing or editing a file or directory in the old installation directory. • Versions older than 3.8.6 are no longer upgraded with this release. If you have a version older than 3.8.6, upgrade to

3.8.6 or later then upgrade to this version.

• You can reinstall Reporter, but you must first uninstall the existing software. You cannot reinstall over an existing installation.

Tip: All previous data may be deleted after reinstallation. It is highly recommended that you do a backup of your entire Reporter directory before reinstallation.

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• If you are upgrading from release 4.x, you do not need a new key. Click No; the existing license key will be used. • If you are upgrading from a release earlier than 4.x, you will need a new license key. Click Yes and choose the

new license key.

• An upgrade DOES NOT retain the current password for the Reporter database.

• If you are moving Reporter to a different host and/or switching IP addresses, you must request a new Reporter license, one that will accommodate the new MAC address assignment. For more information, obtain a copy of "Moving your Reporter Server" from Catalogic Software Data Protection Technical Support.

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Applications Guide Chapter 6: Installing Reporter

26 Chapter 6: Installing Reporter

Install Reporter on any server that can communicate with the master server, as long as that Reporter installation will run on a supported operating system.

Note: It is not recommended to install Reporter on your master server or any device server.

Tip: 3 GB of space on the installed partition is recommended for installation and subsequent log file growth. To install Reporter:

1. Run<product>Reporter_Server-Windows-xxx.exe(where xxx is the version number) from the Reporter installation CD. If you do not have a Reporter CD, contact Catalogic Software Data Protection Technical Support to get the URL for downloading theinstall.exefile from the Catalogic Software website.

2. You will be prompted for a destination folder. Accept the default or browse to another folder. ClickNext.

3. You will be asked to specify a password for the database installed as part of Reporter. Supply the password and click

Next.

Tip: The database password is needed for assistance from Catalogic Software Data Protection Technical Support, so be sure to make a note of it in case you need support in the future.

4. You will be prompted to specify the Server Address (the IP Address used by the Reporter server), the Agent Port, and the SNMP Port.

The Agent Port is used by the Reporter server to communicate with Reporter agents. The SNMP Port is used by the Reporter server to detect SNMP traps sent from configured devices. Accept the default values. The Reporter server stores this information to enable accurate configuration of the Reporter agents, discussed later in this instruction set. ClickNext.

5. The Services Setup screen appears. Note that Reporter creates six services on your system as part of the

installation. Five core services are created for Reporter plus a service for the backend database. It is recommended to accept the default values on the Services Setup screen. ClickNextto install.

6. You will be prompted for a license key. If you click Yes, you can then browse for the license key. Select the license key file and clickOpen. Then clickNext. ClickFinishto complete the installation.

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Applications Guide Chapter 7: Configuring Reporter

Chapter 7: Configuring Reporter

Following installation of Reporter, double-click the Reporter icon on the desktop. This opens a Web connection to the Reporter Web server on port 9000. If you chose to use a machine elsewhere on the network, type the URL, using either the domain name or IP address of your Reporter Server followed by a colon and the number 9000.

If you successfully completed the installation, the Reporter login screen appears. The default username isadminand the default password isadmin.

To complete the setup of your Reporter environment, do the following:

• Step 1. Install a Reporter agent on the master server (and on other servers as needed to monitor their server activity not related to DPX).

• Step 2. Configure the master server agent (and other server agents as needed to monitor their server activity not related to DPX).

• Step 3. Configure Virtualization VMware Resources as needed. • Step 4. Define Polling Resources.

Step 1. Install Agent on the Master Server

As a prerequisite for backup reporting, install a Reporter agent on your master server:

1. InAgentsfolder on the CD, locate the executable file for the operating system of your master server. For the latest system requirements and compatibility details regarding supported hardware, file systems, applications, operating systems, and service packs, go toSystem Requirements and Compatibility.

Installing a Reporter agent on the master server is all that is required to monitor server activity of the master server itself. The agent on the master server does not enable monitoring of overall server activity on servers in the Enterprise, only related activity on those servers.

2. After agent software is installed on the master server, you will be prompted for Server Name (host name or IP address) of the Reporter server, the Agent Web Port (HTTP), and the Server Trap Port (SNMP).

The ports should be identical to those you set up during installation of Reporter. See“Installing Reporter” on page 26. Tip: On the Resources screen, the port settings are displayed when you click in the Agent column for a machine. 3. ClickNext. You will then be prompted for the default installation path of the agent software. The Windows default is

product-directory\Program Files\DPX\Reporter Agent. (Whereproduct-directoryrepresents the directory in which DPX was installed.) Other operating systems will have other defaults. In all cases, you can change the default

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Applications Guide Step 2. Configure the Master Server as a Reporter Resource

28 Step 2. Configure the Master Server as a Reporter Resource

After installing the appropriate resource agent on the master server, perform the following steps on the Reporter server to complete the configuration of your Agent:

1. On the main Reporter screen, select the Resources link under theAdministrationfolder. The Resources screen appears.

2. From the drop-down list at the upper left, select Catalogic and clickAdd. The Create New Resource for Agent screen appears

3. Enter values for fields:

• Server IP Address:Select your master server.

• Resource Display Name:Enter a descriptive name for your master server (for example,win-210).

• Active:This check box is selected by default. It enables the Reporter agent to collect your Enterprise data. Accept the selection.

• Licensing:This check box is selected by default. Accept the selection. • Location:Enter the location of DPX, usuallyc:\Program Files\DPX. ClickSave. The Configure Resource screen appears.

4. Configure Reporter agents by entering values in fields on the Configure Resource screen:

• Monitor Backup Server:Select whether or not to monitor backup/restore activity on the master server. • Level of the Log:Select the level of detail the client agent will log.

• Install Dir:Enter the path of the install directory of DPX. Note that the default Windows path isC:\Program Files\DPX.

• User Name:Enter the user name used to log in to DPX. • Password:Enter a password.

• Resource Name:Enter the resource name or IP address of the master server.

• Activity Frequency:Select how frequently the log file is monitored. The default frequency is five minutes. • Media Frequency:Select how frequently the media database is monitored. The default frequency is twenty four

hours.

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Applications Guide Step 3. Configure Virtualization VMware Resources On the Resources screen, the master server will display as two entries with same IP address: one entry is Reporter; the other entry is the master server. The master server entry enables Reporter to monitor computer activity on the master server.

Note: On the Resources screen you will also see other resources, which are automatically discovered and added once agents are installed on those servers.

Step 3. Configure Virtualization VMware Resources

The following procedures apply to configuring agents in VMware environments. The procedures are described in the following two sections:

• Configuring VM Resources

• Configuring VM Virtual Center Resources

Configuring VM Resources

1. On the main Reporter screen, select the Resources link under theAdministrationfolder. The Resources screen appears.

2. From the drop-down list at the upper left, select Virtualization VMware ESX Host. ClickAdd. The Create New Resource for Agent: VMware ESX screen appears.

3. Enter values for fields on the Create New Resource for Agent: VMware ESX screen:

• Select Agent:Select a node that will communicate to DPX. This node can be any machine that has the Reporter agent installed.

Note: Selecting the master server is not recommended.

Tip: This node does not have to be in the Enterprise.

• Resource Display Name:Enter a descriptive name for your ESX master server. • ESX IP Address:The IP address of your ESX Server.

• Active:Select this check box to enable the agent to collect VMware ESX data. • Licensing:Select this check box.

ClickSave. A resources screen (Create New Resource for Agent: VMware ESX) appears. The added agent appears in the resources list in alphabetical order.

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Applications Guide Step 3. Configure Virtualization VMware Resources

30

• Status:Select whether or not to monitor ESX activity. SelectingOnensures Reporter monitors your ESX server. • URL:This is the path to the ESX server automatically generated based on the IP address. Accept the path

provided.

• User Name:Enter the user name used to log in to the ESX host. • Password:Enter the password used to log in to the ESX host.

• Config Frequency:Select how frequently to gather information on the ESX host.

• Performance Frequency:Select how frequently to gather information related to performance. • Storage Frequency:Select how frequently to gather information related to storage.

• Collect Resource Pools:Specify whether or not to collect resource pool information for the ESX host. ClickSave. This will return you to the Resources screen.

6. On the Resource screen, in the pane at the left, select Virtualization > Assign ESX Hosts. The host assignment screen appears.

7. On the host assignment screen:

a. In the Assign By section, near the upper left, ensure the ESX radio button is selected. b. In the ESX Hosts section:

i. In the Available field, select the ESX host to be monitored.

ii. In the Reporter Data Collector field, select from the pull-down list the agent machine you previously defined for VM-related communication to Reporter.

iii. In the Move field, use the down arrow to move items from Available to Selected. To deselect items, use the up arrow to move items from Selected to Available.

c. Click Save. The Resources screen appears and the VM resource will be listed alphabetically.

Configuring VM Virtual Center Resources

1. Select the Resources link under theAdministrationfolder. The Resources screen appears.

2. From the drop-down list at the upper left, select Virtualization VMware VC Instance. ClickAdd. The Create New Resource for Agent: VMware VC appears.

3. Enter values for fields on the Create New Resource for Agent: VMware VC screen:

• Select Agent:Select a node that will communicate to DPX. This node can any machine that has the Reporter agent installed.

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Applications Guide Step 4. Define Polling Resources

Tip: This node does not have to be in the Enterprise.

• Resource Display Name:Enter a descriptive name for your VC server. • VMware VC IP Address:The IP address of your VC server

ClickSave. The Configure Resource screen appears.

4. On the Configure Resource screen, enter values for your VM VC server: • Status:Select whether or not to monitor activity on the VC server.

• URL:This is the path to the Virtual Center automatically generated based on the IP address. Accept the path provided.

• User Name:Enter the user name used to log in to the Virtual Center. • Password:Enter the password used to log in to the Virtual Center.

• Discovery Frequency:Select how frequently to monitor Virtual Center clients. • Collect Orphaned VMDK:Select whether or not to collect orphaned VMDK files.

ClickSave. This will return you to the Resources screen, where the Virtual Center will appear in alphabetical order 5. On the Resources screen, in the pane at the left, select Virtualization > Assign ESX hosts. The host assignment

screen appears.

6. On the host assignment screen:

a. In the Virtual Center Instance section at the top, select a Virtual Center from the pull-down list. b. In the Assign By section, near the upper left, make sure the ESX radio button is selected. c. In the ESX Hosts section:

i. In the Available field, select the Virtual Center to be monitored.

ii. In the Reporter Data Collector field, select from the pull-down list the agent you previously defined for VM-related communication to Reporter.

iii. In the Move field, use the down arrow to move items from Available to Selected. To deselect items, use the up arrow to move items from Selected to Available.

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Applications Guide Step 4. Define Polling Resources

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To define hosts, click the Resources link underAdministrationfolder. You can create a new resource by selecting the type of device you want to add and then by clickingAddin the upper right. You will need the IP address, the name of the resource, and other parameters, depending on the type of resource. Choose the groups to which you want the device to belong. Assign the license types you want to use on that resource.

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Applications Guide Chapter 8: Getting Started with Reporter

Chapter 8: Getting Started with Reporter

Logging In

To log in, either click the Reporter icon on your desktop or open your web browser and type in the URL of Reporter server supplied by the administrator. If the administrator selected the default Web server port, type http://localhost:9000 into your browser. The login screen appears.

Administrators logging in for the first time will also encounter aFirst Loginwindow providing information on setting up Reporter defaults, defining groups and hosts, and starting the Reporter Services. Type the default username, which is admin, and the default password, which is also admin, to log in. Follow the instructions on theFirst Loginwindow. We recommend you change the default password immediately and keep it different from the database password you entered during the installation process.

Once devices are defined and being collected, a successful login will go to theMain Consolenot theFirst Loginpage. If you do not see theFirst Loginwindow, you may see one of the following error messages.

Message Resolution

Reporter requires the use of JavaScript. The browser you are using either does not support JavaScript or it is disabled.

Enable JavaScript and press the Try Again link.

Reporter requires the use of cookies. The browser you are using either does not support cookies or they are disabled.

Enable cookies and press the Try Again link.

Type your assigned username and password in the appropriate fields and then click the Submit button. If you enter an incorrect username and/or password, the following message will appear.

‘Login Failed. Please try again.'

If you retry without success or never see a login or error message, contact your Reporter administrator for help. Note that a user will not be able to log in successfully if that user's privileges are restricted solely to email notification. If a login is successful, a customized console screen appears

Note: The user'sMain Consolewindow presents a filtered view of data, blocking out information about hosts and devices that the user is not authorized to see. Only data pertaining to those groups to which the user has been assigned access will appear on the user's screen.

Graphical User Interface Overview

Once you have successfully logged in, you will be presented with a customized window including the following panes: the Navigation Tree, the Main Console, and the Enterprise Status (Enterprise License only).

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Applications Guide Graphical User Interface Overview

34 Navigation Tree

The Navigation Tree appears on the left side of the screen with all folders closed. To view the contents, click on a folder and it will expand. Then you can choose an item beneath the main folder. Once the folder is open, you can click on an item and go to that function.

Main Console

The console you actually see will depend on both the permissions and the devices that the administrator has assigned to you. If you have been assigned to any group that contains at least one OS Host, you will see the Host Console for all the OS Hosts belonging to the same groups that you do. If none of the groups to which you have been assigned have an OS Host, but at least one contains a Backup Server, then you will see the Backup Console for all backup servers that belong to the same groups.

Enterprise Status

The Reporting Server Enterprise status screen gives the user a quick overview of the status of the OS hosts and backup status in near real time. Here you can link directly to the real time host monitor and the backup console.

General GUI Notes

The following points offer guidance regarding Reporter's graphical user interface.

The user's console screen presents a filtered view of data, blocking out information about hosts and devices that the user is not authorized to see. Only data pertaining to those groups to which the user has been assigned access will appear on the user's screen. For example, if a user has been assigned to the Solaris group (with Solaris OS Hosts) but no other groups, then Solaris data will be displayed but information about Windows and HP-UX systems will not appear on that user's screen.

If the user has not been assigned to a group, aGetting Startedwindow will appear displaying the following message: “There are currently no hosts visible to you. Either you have not been assigned to a group, or the hosts assigned to you have not begun collecting data. Contact your system administrator for more information.”

Administrators logging in for the first time will also encounter a similarGetting Startedwindow providing information on defining groups and hosts, and starting the collector and event receiver.

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Applications Guide Chapter 9: Uninstalling Reporter or Reporter Agents

Chapter 9: Uninstalling Reporter or Reporter Agents

To uninstall Reporter or Reporter agents:

1. Close the Services window. 2. Open the Windows Control Panel. 3. Select Add/Remove Programs.

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Applications Guide ACRONYMS

36 ACRONYMS

A

ACL

Access Control List

ACS

Automated Cartridge System

ACSLS

Automated Cartridge System Library Software

ACSSA

ACS System Administrator (StorageTek)

AD

Active Directory

ADIC

Advanced Digital Information Corporation

AES

Advanced Encryption Standard

AIX

Advanced Interactive Executive

AML

Automated Mixed-Media Library

ANSI

American National Standards Institute

API

Application Programming Interface

ASCII

American Standard Code for Information Inter-change

A-SIS

Advanced Single Instance Storage

ASM

Automated Storage Management

ATL

Automated Tape Library

ATL

Active Template Library

AVB

Agentless VMware Backup

B

Bcc

Blind Carbon Copy

BLB

Binary Large Object

BLI

Block Level Incremental

BMR

Bare Metal Recovery

C

CA

Certificate Authorities

CAP

Cartridge Access Port

CBT

Change Block Tracking

Cc

Carbon Copy

CCMS

Computer Center Management System

CCR

Cluster Continuous Replication

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Applications Guide ACRONYMS Compact Disc

CIFS

Common Internet File System

CLI

Command Line Interface

CPU

Central Processing Unit

CSI

Client System Interface

CSV

Comma Separated Value

D

DAG

Database Availability Group

DAOS

Domino Attachment and Object Service

DAR

Direct Access Recovery

DAS

Direct Attached Storage

DFS

Distributed File System

DGUX

Data General UNIX

DHCP

Dynamic Host Communication Protocol

DLL

Dynamic Link Library

Documentation Management Services

DNS

Domain Name System

DOM

Domain

DOS

Disk Operating System

DOSS

DPX Open Storage Server

DSR

Dissimilar Restore

DVD

Digital Versatile Disc

E

EDB Exchange Database EE Enterprise Edition EEE Enterprise-Extended Edition EFS

Encrypting File System

EMBR

DPX Exchange Mailbox Recovery

EOJ

End Of Job

ESC

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Fibre-Attached Storage FV Full Virtualization

G

GB Gigabyte GNU

General Public License

GPT

GUID Partition Table

GUI

Graphical User Interface

GUID

Global Unique Identifier

H

HBA

Host Bus Adapter

HP-UX

Hewlett Packard UNIX

HSM

Hierarchical Storage Management

HTTP

Hypertext Transfer Protocol

I

IA

Instant Access

IBM

International Business Machines

IBM 3494

IBM Magstar 3494 Tape Library

IE

Internet Explorer

IIS

Internet Information Services

IP

Internet Protocol

IPX

Internetwork Packet Exchange

iSCSI

Internet Small Computer System Interface

ISO

International Organization for Standardization

IV

Instant Virtualization

J

JDBC

Java Database Connectivity

JRE

Java Runtime Environment

K

KB

Knowledge Base

KMS

Knowledge Management System

L

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Applications Guide ACRONYMS Local Area Network

LDAP

Lightweight Directory Access Protocol

LMU

Library Management Unit

LSM

Library Storage Module

LTO

Linear Tape Open

LUN

Logical Unit Number

LVM

Logical Volume Management

M

MAC

Media Access Control

MB

Megabyte

MML

Media Management Layer

MOSS

Microsoft Office SharePoint Server

MTA

Message Transfer Agent

N

NAS

Network Attached Storage

Novell Clustering Services

NDMP

Network Data Management Protocol

NDS

Novell Directory Services

NFS

Network File System

NIC

Network Interface Controller

NIS

NetWare Installation Services

NSS

Novell Storage System

NTFS

NT File System

O

OES

Open Enterprise Server

OS

Operating System

OSSV

Open System SnapVault

P

P2V

Physical to Virtual

PC

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40

Panel

PO

Post Office

POA

Post Office Agent

PXE

Pre-boot Execution Environment

Q

QoS

Quality of Service

qtree

Quota Tree

R

RAC

Real Application Clusters

RAID

Redundant Array of Independent Disks

RAM

Random Access Memory

RC

Return Code

RDB

Recovery Database (Exchange)

RDM

Raw Device Mapping

ReFS

Resilient File System

RMAN

Recovery Manager (Oracle)

RRP

Rapid Return to Production

RSG

Recovery Storage Group (Exchange)

RSM

Removable Storage Manager

RSS

Remote Storage Service

S

SAN

Storage Area Network

SAPDBA

SAP Database Administrator

SCSI

Small Computer System Interface

SDLC

Scalar Distributed Library Controller

SGI

Silicon Graphics International (IRIX)

SIDF

System Independent Data Format

SIS

Single Instance Storage

SLA

Service Level Agreement

SLDM

Solaris Logical Disk Manager

SLES

SUSE Linux Enterprise Server

SMDR

Storage Management Date Requester

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Applications Guide ACRONYMS System Management Interface Tool

SMTape

SnapMirror-to-Tape

SMTP

Simple Mail Transfer Protocol

SNIA

Storage Networking Industry Association

SNMP

Simple Network Monitoring Protocol

SPF

System Protected Files

SPOR

DPX SharePoint Object Recovery

SQL

Structured Query Language

SRM

Storage Resource Manager

SSI

Storage Server Interface

SSL

Secure Sockets Layer

SSO

Single Sign-On

SSP

Shared Service Provider

SSPRODIR

DPX Product Directory

SVM

Solaris Volume Manager

SYSADMIN

TB

Terabyte

TCP/IP

Transmission Control Protocol/Internet Protocol

TFTP

Trivial File Transfer Protocol

TLS

Transport Layer Security

TNS

Transparent Network Substrate

TSA

Target Service Agents

TTY

Teletype

U

UAT

Upgrade Assessment Tool

UEFI

Unified Extensible Firmware Interface

UFS

UNIX File System

URL

Uniform Resource Locator

USB

Universal Serial Bus

V

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42

VC

Virtual Center

VD

Virtual Desktop

VG

Volume Group

VM

Virtual Machine

VMFS

Virtual Machine File System

VMDK

Virtual Machine Disk

VSS

Volume Snapshot Service

VTL

Virtual Tape Library

VTOC

Virtual Table of Contents

VxFS

Veritas File System

VxVM

Veritas Volume Manager

W

WAN

Wide Area Network

WMI

Windows Management Instrumentation

WS

Web Server

WSPN

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Applications Guide TERMINOLOGY

TERMINOLOGY

A

administrator

A user authorized for administrative functions such as defining backup jobs.

administrator group

A set of administrators assigned to share com-mon resources and functions.

agentless backup

A method to back up virtual machines under a hypervisor without the need for backup agents on the virtual machines.

Agentless VMware Backup

A feature that exploits VMware vStorage applic-ation programming interface for data protection and change block tracking to enable off-host backup of vSphere virtual machines through DPX backup proxy servers, eliminating the need to install and run a backup agent on virtual machines or ESX servers.

alternate secondary

An alternate location where backup data resides. This alternate location could be a rep-lica of the original data using NetApp SnapMir-ror, copied through Data ONTAP commands, or restored from a tape backup. Data can be restored from an alternate secondary data source directly from the management console.

Application Recovery

A DPX Block Data Protection feature that rap-idly recovers Oracle, SharePoint, SQL Server, and Exchange data with a high degree of gran-ularity.

B

data, destination, and schedule.

backup instance

A point-in-time backup that can be selected for restore.

backup mode

Any of several modes for backing up, including Block, Agentless VMware, NDMP, Image, and File. One way in which the modes differ is the underlying method by which the data is trans-ferred.

backup type

A term used to distinguish among base, incre-mental, and differential backups.

Bare Metal Recovery

A disk-based disaster recovery feature that enables administrators to restore an entire sys-tem environment for an individual computer. A full recovery using Bare Metal Recovery includes the operating system, point-in-time backed up data, and Oracle, SharePoint, SQL Server, and Exchange data if applicable. If the computer being recovered is a master server, Bare Metal Recovery additionally restores the application.

base backup

A backup type that backs up all the data in the selected job definition.

Block backup to DPX open storage

A feature that provides block-level incremental backup for Windows and Linux clients to any storage attached to a supported 64-bit Windows server.

Block mode

A backup and restore mode that uses DPX Block Data Protection technology to perform block-level backup to either DPX open storage or NetApp storage.