User manual YOSEMITE BACKUP

User's Guide and Technical Reference Yosemite Backup® Yosemite Technologies, Inc ii Yosemite Backup ® User's Guide and Technical Reference Notice Information in this document is subject to change without notice. Yosemite Technologies, Inc makes no representations or warranties with respect to the contents of this document and specifically disclaims any implied warranties of merchantability or fitness for any particular purpose. Further, Yosemite Technologies, Inc reserves the right to revise this publication and to make changes without obligation to notify any person or organization of such revisions or changes. Copyright Under copyright laws, the contents of this document may not be copied, photocopied, reproduced, translated or reduced to any electronic medium or machine-readable form, in whole or in part, without prior written consent of Yosemite Technologies, Inc. Copyright © 2002-2005 Yosemite Technologies, Inc. All rights reserved. www.yosemitetech.comTrademarks Yosemite Backup® is a registered trademark of Yosemite Technologies, Inc. Windows® and Windows NT® are registered trademarks of Microsoft Corporation. NetWare® is a registered trademark of Novell, Inc. Linux® is a registered trademark of Linus Torvalds. Red Hat® is a registered trademark of Red Hat, Inc. SuSE® is a registered trademark of SuSE Linux Products GmbH, a Novell business. UNIX® is a registered trademark of The Open Group. SolarisTM is a trademark of Sun Microsystems, Inc. SPARC® is a registered trademark of SPARC International, Inc. Products bearing SPARC trademarks are based on an architecture developed by Sun Microsystems, Inc. FreeBSD® is a registered trademark of FreeBSD Inc. and Walnut Creek CDROM. Netscape® is a registered trademark of Netscape Communications Corporation. JavaTM is a trademark of Sun Microsystems, Inc. Adobe®, Acrobat® and Acrobat® Reader® are registered trademarks of Adobe Systems Incorporated. WinZip® is a registered trademark of WinZip Computing, Inc. Pentium® and Celeron® are registered trademarks of Intel Corporation. AMD-K6®, AMD AthlonTM and AMD DuronTM are trademarks or registered trademarks of Advanced Micro Devices, Inc. Table of Contents Before You Begin ........................................................................................................................ xv Documentation .............................................................................................................................. xv Printable documentation ...........................................................................................................................................xv Release notes ..........................................................................................................................................................xvi Online Help...............................................................................................................................................................xvi Windows ............................................................................................................................................................xvi Non-Windows ....................................................................................................................................................xvi Screen Shots............................................................................................................................................................xvi Customer Support .........................................................................................................................xvi Chapter 1 - About Yosemite Backup............................................................................................ 1 Backup basics ................................................................................................................................. 1 Typical backup and recovery operations ................................................................................................................... 1 Backup environment .................................................................................................................................................. 2 Backup devices.................................................................................................................................................... 2 Storage management catalog ............................................................................................................................. 3 Backup management program ............................................................................................................................ 4 Managing the Storage Management Catalog .................................................................................. 4 Objects................................................................................................................................................................. 4 Properties ............................................................................................................................................................ 4 Yosemite Backup management domains............................................................................................................ 5 Yosemite Backup management domains and security ....................................................................................... 6 Creating and running jobs ................................................................................................................................... 6 Chapter 2 - Yosemite Backup Workplace .................................................................................... 9 Starting Yosemite Backup ............................................................................................................... 9 Logon Window............................................................................................................................... 10 Logging on the first time........................................................................................................................................... 10 Grace logons ..................................................................................................................................................... 11 Selecting a Yosemite Backup management domain ............................................................................................... 11 User name and password ........................................................................................................................................ 12 Changing your password ......................................................................................................................................... 12 Logging out .............................................................................................................................................................. 13 Logging out and running scheduled jobs........................................................................................................... 13 Main Yosemite Backup Window .................................................................................................... 14 Menu bar............................................................................................................................................................ 14 Desk bar ............................................................................................................................................................ 15 Toolbar............................................................................................................................................................... 16 Task and information panes .............................................................................................................................. 17 Detail viewing area ............................................................................................................................................ 17 Status bar .......................................................................................................................................................... 18 Customizing the main Yosemite Backup window .......................................................................... 19 Creating a custom desk bar ..................................................................................................................................... 19 Changing the icon associated with an object........................................................................................................... 20 Adding custom descriptions to objects..................................................................................................................... 20 Customizing profiles................................................................................................................................................. 20 Working with Objects in the Main Yosemite Backup Window ........................................................ 21 Arranging objects ..................................................................................................................................................... 21 Keyboard shortcuts .................................................................................................................................................. 21 Shortcut menus ........................................................................................................................................................ 22 Find button ............................................................................................................................................................... 22 iii iv Yosemite Backup ® User's Guide and Technical Reference Property pages .............................................................................................................................. 22 Opening property pages........................................................................................................................................... 23 Reports .......................................................................................................................................... 24 Types of reports ....................................................................................................................................................... 24 Printing reports ......................................................................................................................................................... 24 Additional reporting capabilities ............................................................................................................................... 25 Saving reports .......................................................................................................................................................... 25 Working with Yosemite Backup wizards ........................................................................................ 26 Available wizards ..................................................................................................................................................... 27 Backup job wizards............................................................................................................................................ 27 Restore job wizards ........................................................................................................................................... 27 Verify job wizards............................................................................................................................................... 27 Media job wizards .............................................................................................................................................. 28 Virtual library wizards ........................................................................................................................................ 29 Disaster recovery wizards ................................................................................................................................. 29 Custom wizards........................................................................................................................................................ 29 Viewing optional features............................................................................................................... 29 Chapter 3 - Creating Jobs with Yosemite Backup .................................................................... 31 Overview........................................................................................................................................ 31 Backup jobs.............................................................................................................................................................. 31 Restore jobs ............................................................................................................................................................. 32 Verify jobs................................................................................................................................................................. 32 Job Group................................................................................................................................................................. 32 Media jobs ................................................................................................................................................................ 32 Jobs and Media view and the Job Status view .............................................................................. 33 Creating New Jobs ........................................................................................................................ 34 Creating jobs with wizards ....................................................................................................................................... 34 Creating new jobs from the Jobs and Media view ................................................................................................... 35 Creating new jobs by copying .................................................................................................................................. 37 Renaming, deleting, copying and moving jobs .............................................................................. 37 Creating job groups ....................................................................................................................... 38 Organizing jobs with folders........................................................................................................... 38 Types of folders........................................................................................................................................................ 39 Folders and job views .............................................................................................................................................. 39 Home, Admin, and Everyone folders ....................................................................................................................... 39 Everyone folder and permissions ...................................................................................................................... 40 Creating job folders .................................................................................................................................................. 40 Moving, renaming and deleting folders .................................................................................................................... 41 Modifying folders................................................................................................................................................ 41 Chapter 4 - Permissions.............................................................................................................. 43 Overview........................................................................................................................................ 43 Users and Groups ......................................................................................................................... 44 Everyone group ........................................................................................................................................................ 44 Effective Permissions .................................................................................................................... 45 Determining effective permissions ........................................................................................................................... 45 Examples of determining effective permissions....................................................................................................... 45 Effective permissions example #1 ..................................................................................................................... 45 Effective permissions example #2 ..................................................................................................................... 46 How moving objects affects permissions ................................................................................................................. 47 Types of Permission ...................................................................................................................... 48 Supervisor ................................................................................................................................................................ 49 Access...................................................................................................................................................................... 49 Table of Contents v Create....................................................................................................................................................................... 49 Modify....................................................................................................................................................................... 49 Delete, Read and Write............................................................................................................................................ 50 Examples of Permissions .............................................................................................................. 50 Granting Permissions to Other Yosemite Backup Users ............................................................... 52 Restricting user permissions .................................................................................................................................... 53 Chapter 5 - Selecting Files and File Versions ........................................................................... 55 Overview........................................................................................................................................ 55 Backup Selection Concepts........................................................................................................... 56 Marking files for backup ........................................................................................................................................... 56 Selecting folders or selecting files ..................................................................................................................... 56 Selecting files with filters .......................................................................................................................................... 58 How selection filters work .................................................................................................................................. 58 Filters and shaded folders ................................................................................................................................. 59 Selecting changed files only..................................................................................................................................... 59 Automatically selecting new files for backup............................................................................................................ 59 Working with mapped drives .................................................................................................................................... 60 Selecting Files for Backup Jobs..................................................................................................... 61 Applying filter criteria................................................................................................................................................ 61 Filter selection criteria .............................................................................................................................................. 62 Backup Range ................................................................................................................................................... 62 Modify Range..................................................................................................................................................... 63 Create Range .................................................................................................................................................... 63 Access Range.................................................................................................................................................... 63 Size Range ........................................................................................................................................................ 64 Version Range ................................................................................................................................................... 64 Wildcard Type.................................................................................................................................................... 64 Must Match ........................................................................................................................................................ 65 Cannot Match .................................................................................................................................................... 65 Required Attributes ............................................................................................................................................ 65 Exclude Attributes.............................................................................................................................................. 65 Allow Parents..................................................................................................................................................... 65 Allow Children.................................................................................................................................................... 66 Media ................................................................................................................................................................. 66 Restore Selection Concepts .......................................................................................................... 66 Selecting files for restoring....................................................................................................................................... 66 Selecting versions of files .................................................................................................................................. 68 Selecting versions of folders.............................................................................................................................. 69 Selecting folders compared to selecting files .................................................................................................... 70 Versions and filters ............................................................................................................................................ 70 Selecting files with filters .......................................................................................................................................... 70 How selection filters work .................................................................................................................................. 71 Changing the name and location of restored files ................................................................................................... 71 Selecting Versions of Files for Restore Jobs ................................................................................. 71 Applying filter criteria................................................................................................................................................ 72 Filter selection criteria .............................................................................................................................................. 73 Backup Range ................................................................................................................................................... 73 Modify Range..................................................................................................................................................... 73 Create Range .................................................................................................................................................... 74 Delete Range..................................................................................................................................................... 74 Access Range.................................................................................................................................................... 74 Size Range ........................................................................................................................................................ 74 Version Range ................................................................................................................................................... 75 Wildcard Type.................................................................................................................................................... 75 vi Yosemite Backup ® User's Guide and Technical Reference Must Match ........................................................................................................................................................ 76 Cannot Match .................................................................................................................................................... 76 Required Attributes ............................................................................................................................................ 76 Exclude Attributes.............................................................................................................................................. 76 Allow Parents..................................................................................................................................................... 76 Allow Children.................................................................................................................................................... 76 Media ................................................................................................................................................................. 77 Restoring Files with New Names and Locations............................................................................ 77 Restoring a file with a new name ............................................................................................................................. 77 Restoring files to a different folder ........................................................................................................................... 78 Restoring files to a new folder.................................................................................................................................. 78 Verify Selection Concepts.............................................................................................................. 79 Selecting files for verifying ....................................................................................................................................... 79 Selecting versions of files .................................................................................................................................. 81 Selecting folders compared to selecting files .................................................................................................... 82 Selecting files with filters .......................................................................................................................................... 82 How selection filters work .................................................................................................................................. 83 Selecting Versions of Files for Verify Jobs..................................................................................... 83 Applying filter criteria................................................................................................................................................ 84 Filter selection criteria .............................................................................................................................................. 84 Backup Range ................................................................................................................................................... 85 Modify Range..................................................................................................................................................... 85 Create Range .................................................................................................................................................... 85 Access Range.................................................................................................................................................... 86 Size Range ........................................................................................................................................................ 86 Version Range ................................................................................................................................................... 86 Wildcard Type.................................................................................................................................................... 87 Must Match ........................................................................................................................................................ 87 Cannot Match .................................................................................................................................................... 87 Required Attributes ............................................................................................................................................ 87 Exclude Attributes.............................................................................................................................................. 88 Allow Parents..................................................................................................................................................... 88 Allow Children.................................................................................................................................................... 88 Media ................................................................................................................................................................. 88 Chapter 6 - Scheduling Jobs ...................................................................................................... 89 Overview........................................................................................................................................ 89 Choosing a Schedule Type............................................................................................................ 89 Non-scheduled backup jobs..................................................................................................................................... 91 Scheduled backup jobs ............................................................................................................................................ 91 Customizing Schedules ................................................................................................................. 91 Scheduling Restore Jobs............................................................................................................... 92 Scheduling Verify Jobs .................................................................................................................. 93 Backup Job Schedule Type Descriptions ...................................................................................... 93 Tips for Working with Scheduled Jobs........................................................................................... 93 Running a failed rotation job again .......................................................................................................................... 93 Scheduling a job to run once only............................................................................................................................ 94 Scheduling simple backup jobs................................................................................................................................ 94 Simple daily backup........................................................................................................................................... 94 Simple five-day rotation ..................................................................................................................................... 95 Chapter 7 - Planning for Media Rotation ................................................................................... 97 Media Rotation Concepts .............................................................................................................. 97 A Sample Media Rotation ........................................................................................................................................ 98 Table of Contents vii Media Sets..................................................................................................................................... 98 Fixed Rotation Type Descriptions ............................................................................................................................ 98 Which Rotation Type to Select ...................................................................................................... 99 Full data recovery period ................................................................................................................................... 99 Access to historical files .................................................................................................................................... 99 Minimum number of tapes or media ................................................................................................................ 100 Deciding how frequently to overwrite media.................................................................................................... 100 Comparing rotation types ....................................................................................................................................... 100 Adding Media Rotation to a Backup Job...................................................................................... 102 Modifying Rotation Types ............................................................................................................ 102 Changing the tape set count............................................................................................................................ 103 Managing Backups with or Without Media Rotation .................................................................... 104 Determining the length of the full data recovery period................................................................................... 104 Incremental jobs and full data recovery........................................................................................................... 104 Chapter 8 - Job Options ............................................................................................................ 107 Overview...................................................................................................................................... 107 Backup Job Options .................................................................................................................... 107 Log options ...................................................................................................................................................... 108 Span mode ...................................................................................................................................................... 110 Backup mode................................................................................................................................................... 110 Change mode .................................................................................................................................................. 110 Write mode ...................................................................................................................................................... 110 Auto Verify Mode ............................................................................................................................................. 111 Compression.................................................................................................................................................... 112 Backup options automatically updated ............................................................................................................ 112 Advanced options for backup jobs ......................................................................................................................... 113 Settings for all platforms .................................................................................................................................. 113 Settings for NetWare ....................................................................................................................................... 114 Settings for Windows ....................................................................................................................................... 115 Settings for UNIX ............................................................................................................................................. 115 Restore Job Options.................................................................................................................... 115 Restore files in use .......................................................................................................................................... 116 Log options ...................................................................................................................................................... 116 Advanced Options for Restore Jobs ............................................................................................ 116 Settings for Windows ....................................................................................................................................... 117 Verify Job Options ....................................................................................................................... 117 Log Options ..................................................................................................................................................... 118 Verify Mode...................................................................................................................................................... 118 Advanced options for verify jobs...................................................................................................................... 119 Media Job Options....................................................................................................................... 119 Chapter 9 - Running Jobs ......................................................................................................... 121 Overview...................................................................................................................................... 121 Job Status View........................................................................................................................... 122 Job Status details view........................................................................................................................................... 122 Running Scheduled Jobs............................................................................................................. 123 Automatically running scheduled jobs.................................................................................................................... 123 Security and scheduled jobs .................................................................................................................................. 124 Forcing scheduled jobs to run ................................................................................................................................ 125 How forcing jobs to run affects job settings ..................................................................................................... 125 How forcing jobs to run affects permissions .................................................................................................... 126 Viewing and printing scheduled job instructions .................................................................................................... 126 viii Yosemite Backup ® User's Guide and Technical Reference Running Unscheduled Jobs......................................................................................................... 127 Unscheduled job settings and permissions............................................................................................................ 127 Status property page ................................................................................................................... 127 Job status messages ............................................................................................................................................. 128 Job Logs ...................................................................................................................................... 129 Viewing job logs ..................................................................................................................................................... 129 Automatically printing job logs................................................................................................................................ 130 Emailing job logs .................................................................................................................................................... 131 Audit Logs.................................................................................................................................... 131 Job Status view ........................................................................................................................... 133 Chapter 10 - Managing Devices and Media ............................................................................. 135 Backup Concepts ........................................................................................................................ 135 Disk-to-Disk Backups................................................................................................................... 136 Disk-to-Disk-to-Any Backups ....................................................................................................... 136 Creating a Virtual Library ............................................................................................................. 137 Moving Backups From a Virtual Library....................................................................................... 137 Devices view and Catalog view ................................................................................................... 140 Managing Devices with the Devices view .................................................................................... 142 Restarting failed devices ........................................................................................................................................ 142 Configuring physical devices ................................................................................................................................. 143 Viewing diagnostic information............................................................................................................................... 143 Restoring data from a virtual library ....................................................................................................................... 143 Devices view commands........................................................................................................................................ 144 Eject Media command ..................................................................................................................................... 144 Eject Magazine command ............................................................................................................................... 144 Rewind Media command ................................................................................................................................. 144 Retension Media command............................................................................................................................. 144 Quick Erase and Secure Erase commands .................................................................................................... 144 Format Media command.................................................................................................................................. 145 Import Media command................................................................................................................................... 145 Restore Catalog command.............................................................................................................................. 146 Clean Device command .................................................................................................................................. 147 Identify Media command ................................................................................................................................. 147 Sort Media command ...................................................................................................................................... 147 Testing a library or a device ................................................................................................................................... 147 Test results............................................................................................................................................................. 148 Element status ................................................................................................................................................. 148 Managing Media with the Jobs and Media View.......................................................................... 149 Creating media folders ........................................................................................................................................... 149 Deleting media folders ........................................................................................................................................... 150 Creating new media ............................................................................................................................................... 150 Media passwords ................................................................................................................................................... 152 Deleting media ....................................................................................................................................................... 152 Media content......................................................................................................................................................... 152 Catalog View ............................................................................................................................... 154 Chapter 11 - Tips, Techniques and Strategies ........................................................................ 155 Tips for Managing the Catalog..................................................................................................... 155 Where to locate the catalog ................................................................................................................................... 155 Accounting for catalog size .................................................................................................................................... 157 Storage management server and machine platforms............................................................................................ 158 Strategies for Faster Jobs............................................................................................................ 158 Table of Contents ix Organizing machines into workgroups................................................................................................................... 158 What Slows Down Tape Drives? ........................................................................................................................... 159 Maintaining the flow of data ................................................................................................................................... 159 Other factors that affect job speed ......................................................................................................................... 160 Working with Permissions............................................................................................................ 161 Checking the effective permissions of a user ........................................................................................................ 161 Using groups to handle complex security needs ................................................................................................... 161 Selecting Files for Jobs................................................................................................................ 162 Selecting files not previously backed up ................................................................................................................ 162 Selecting deleted files for restoring ........................................................................................................................ 162 Selecting versions from a specific job.................................................................................................................... 162 Selecting versions from specific media.................................................................................................................. 163 Restoring Tips ............................................................................................................................. 163 Restoring volumes for the latest date .................................................................................................................... 163 Restoring volumes for a specific date .................................................................................................................... 163 Copying a directory structure ................................................................................................................................. 164 Restoring files to a new or different folder ............................................................................................................. 164 Restoring files with new names.............................................................................................................................. 165 Restoring files with new names.............................................................................................................................. 165 Other Tips.................................................................................................................................... 166 Moving data between operating systems............................................................................................................... 166 Setting up a library for automatic cleaning............................................................................................................. 166 Chapter 12 - Advanced Permissions and Security ................................................................. 169 Overview...................................................................................................................................... 169 About administrator permissions............................................................................................................................ 170 Adding New Users and Groups ................................................................................................... 171 New user or group folders...................................................................................................................................... 171 Setting up users ..................................................................................................................................................... 171 Logon Control page for users .......................................................................................................................... 171 Groups page for users ..................................................................................................................................... 173 Equivalencies................................................................................................................................................... 174 Permissions page for users ............................................................................................................................. 175 Setting up groups ................................................................................................................................................... 176 Members page................................................................................................................................................. 177 Permissions page for groups........................................................................................................................... 177 Effective Permissions .................................................................................................................. 178 Calculating effective permissions........................................................................................................................... 178 Effective permissions algorithm....................................................................................................................... 178 Permissions from multiple sources.................................................................................................................. 179 Examples of effective permissions......................................................................................................................... 180 Checking effective permissions.............................................................................................................................. 181 Permissions Reference................................................................................................................ 182 Read permission .................................................................................................................................................... 182 Write permission .................................................................................................................................................... 182 Delete permission .................................................................................................................................................. 182 Modify permission .................................................................................................................................................. 183 Create permission .................................................................................................................................................. 183 Access permission ................................................................................................................................................. 184 Supervisor permission............................................................................................................................................ 184 Chapter 13 - Objects and Properties Reference ..................................................................... 185 Address page .............................................................................................................................. 186 Audit page ................................................................................................................................... 187 x Yosemite Backup ® User's Guide and Technical Reference Command page ........................................................................................................................... 188 Communication page................................................................................................................... 189 Ping test........................................................................................................................................................... 189 Data Transfer test ............................................................................................................................................ 189 Status............................................................................................................................................................... 190 Configuration page ...................................................................................................................... 191 CD or DVD....................................................................................................................................................... 191 Virtual library.................................................................................................................................................... 191 Email settings .................................................................................................................................................. 193 File system stream........................................................................................................................................... 193 Oracle Database Server .................................................................................................................................. 195 Microsoft Exchange Server ............................................................................................................................. 196 Microsoft SQL Server ...................................................................................................................................... 197 Configuration page ...................................................................................................................... 198 CD or DVD....................................................................................................................................................... 198 Virtual library.................................................................................................................................................... 198 Email settings .................................................................................................................................................. 200 File system stream........................................................................................................................................... 200 Oracle Database Server .................................................................................................................................. 202 Microsoft Exchange Server ............................................................................................................................. 203 Microsoft SQL Server ...................................................................................................................................... 204 Connections page........................................................................................................................ 205 Control page ................................................................................................................................ 206 Device/Media page...................................................................................................................... 207 Device to be used ............................................................................................................................................ 207 Types of devices to use................................................................................................................................... 208 Media to be used ............................................................................................................................................. 208 Auto format information ................................................................................................................................... 208 Media options automatically updated..................................................................................................................... 209 Sharing storage devices on a SAN.............................................................................................. 210 Diagnostics page ......................................................................................................................... 211 Driver control page ...................................................................................................................... 212 Equivalencies page ..................................................................................................................... 213 Execution page............................................................................................................................ 215 General page............................................................................................................................... 217 Groups page or Members page................................................................................................... 221 Fields on the Groups page .............................................................................................................................. 221 Fields on the Members page ........................................................................................................................... 222 Logon Control page ..................................................................................................................... 223 Expiration......................................................................................................................................................... 223 Grace logons ................................................................................................................................................... 224 Password ......................................................................................................................................................... 224 Connection....................................................................................................................................................... 224 Logs page.................................................................................................................................... 226 Options page ............................................................................................................................... 228 Logging options ............................................................................................................................................... 228 Compression.................................................................................................................................................... 229 Span Mode ...................................................................................................................................................... 229 Backup Mode................................................................................................................................................... 230 Change Mode .................................................................................................................................................. 230 Write Mode ...................................................................................................................................................... 230 Auto Verify Mode ............................................................................................................................................. 231 Job Group options ....................................................................................................................... 232 Table of Contents xi Modes .............................................................................................................................................................. 232 List of jobs to be executed............................................................................................................................... 232 Log options ...................................................................................................................................................... 232 Media job options ........................................................................................................................ 233 Move Options page ..................................................................................................................... 234 Permissions page ........................................................................................................................ 235 Preferences page ........................................................................................................................ 237 Disable visual animations ................................................................................................................................ 237 Web browser.................................................................................................................................................... 237 Do not display watermark in views .................................................................................................................. 237 Single-click to open an item in views............................................................................................................... 237 Color palette .................................................................................................................................................... 238 Printer page ................................................................................................................................. 239 Query window and Selection Filters window................................................................................ 240 Schedule page............................................................................................................................. 242 Schedule settings ............................................................................................................................................ 242 Start Time ........................................................................................................................................................ 243 Rotation Settings ............................................................................................................................................. 243 End of Week .................................................................................................................................................... 243 End of Quarter ................................................................................................................................................. 244 Rotation Details ............................................................................................................................................... 244 View a sample rotation .................................................................................................................................... 244 Selection page............................................................................................................................. 245 Status page ................................................................................................................................. 246 Stream Control page ................................................................................................................... 247 Storage page ............................................................................................................................... 248 Backup Stream ................................................................................................................................................ 248 Versions window.......................................................................................................................... 250 Available Versions ........................................................................................................................................... 250 Details .............................................................................................................................................................. 250 Appendix A - Configuring Email............................................................................................... 253 Configuring Email for the Yosemite Backup management domain.............................................. 253 Configuring Email for a Job ......................................................................................................... 253 Appendix B - About the Yosemite Backup Service ................................................................ 255 Microsoft Windows and the Yosemite Backup Service.......................................................................................... 255 Yosemite Backup Service Controls ................................................................................................................. 255 NetWare and the Yosemite Backup Agent ............................................................................................................ 256 Running the Yosemite Backup Agent.............................................................................................................. 256 Stopping the Yosemite Backup Agent ............................................................................................................. 256 Linux and UNIX and the Yosemite Backup Daemon ............................................................................................. 256 Appendix C - Disaster Recovery .............................................................................................. 259 Overview...................................................................................................................................... 259 Create the Disaster Recovery Backup......................................................................................... 260 Create full backup .................................................................................................................................................. 261 Create bootable media........................................................................................................................................... 261 Windows .......................................................................................................................................................... 261 NetWare........................................................................................................................................................... 262 Linux ................................................................................................................................................................ 262 Troubleshooting disaster recovery backups .......................................................................................................... 263 When to create new bootable media ..................................................................................................................... 263 xii Yosemite Backup ® User's Guide and Technical Reference Testing Disaster Recovery Media................................................................................................ 264 Recovering From a Disaster ........................................................................................................ 265 Disaster recovery from CD or DVD ................................................................................................................. 265 Disaster recovery from bootable media........................................................................................................... 266 Troubleshooting recovering from a disaster........................................................................................................... 267 Using Disaster Recovery with Libraries ....................................................................................... 267 Using Disaster Recovery with Windows Active Directory ............................................................ 268 Appendix D - Troubleshooting Guide ...................................................................................... 269 Troubleshooting Backup Jobs ..................................................................................................... 269 When I run a backup job, it uses the backup device on my local machine instead of the one on the server. 269 My scheduled job is not running. ..................................................................................................................... 270 I have two tape drives, but it is only using one to run a job............................................................................. 270 How do I replace media in a rotation group?................................................................................................... 270 How can I tell when the next job will run and which media is required? ......................................................... 271 How can I easily view the logs for each job?................................................................................................... 271 How can I determine which files were not backed up? ................................................................................... 271 Troubleshooting Restore Jobs..................................................................................................... 271 I can't restore a backup to a different operating system. ................................................................................ 271 How can I restore data to a different file name?.............................................................................................. 271 How can I restore data to another location?.................................................................................................... 272 How can I restore all the files from a single version? ...................................................................................... 272 How can I determine which files are on particular media?.............................................................................. 272 When restoring, I get many alerts. What is wrong?......................................................................................... 272 Does Yosemite Backup back up files as compressed?................................................................................... 272 Troubleshooting Verify Jobs ........................................................................................................ 272 I occasionally get a `stream sync error' when verifying media. ....................................................................... 273 Troubleshooting the Catalog........................................................................................................ 273 How do I select the location of the catalog in a network installation? ............................................................. 273 How do I create a Yosemite Backup management domain? .......................................................................... 273 When recovering from a storage management server failure, does Yosemite Backup recover all of the catalog information? ..................................................................................................................................................... 273 Troubleshooting Error Messages................................................................................................. 274 Catalog corrupt appears during a backup or when adding a new object. ....................................................... 274 Unknown error appears when I restore files on Microsoft Windows. .............................................................. 274 Unable to create a directory appears when I restore files on Microsoft Windows. ......................................... 274 Appendix E - Navigation keys in the text user interface ........................................................ 275 Appendix F - Working with Microsoft Exchange Server ........................................................ 277 Supported platforms .................................................................................................................... 277 Installing the Yosemite Backup Agent for Microsoft Exchange.................................................... 277 Activating the license ............................................................................................................................................. 277 Configuring a Microsoft Exchange Server ................................................................................... 278 Force Modes.................................................................................................................................................... 278 About Working with Microsoft Exchange Server.......................................................................... 279 Microsoft Exchange and Windows NT ................................................................................................................... 279 Backup modes ....................................................................................................................................................... 279 Backup modes and circular logging................................................................................................................. 280 Restoring Microsoft Exchange Databases................................................................................... 280 Disaster Recovery with Microsoft Exchange Server .................................................................... 281 Appendix G - Working with Microsoft SQL Server ................................................................. 285 Table of Contents xiii Overview...................................................................................................................................... 285 Supported platforms .................................................................................................................... 285 Installing the Yosemite Backup Agent for Microsoft SQL Server ................................................. 286 Activating the license ............................................................................................................................................. 286 Configuring the Microsoft SQL Server ......................................................................................... 286 Notes for Backup Jobs with Microsoft SQL Server ...................................................................... 288 Microsoft SQL Server Databases and the backup mode....................................................................................... 288 Backup modes ................................................................................................................................................. 288 Additional Conditions ....................................................................................................................................... 288 Using Yosemite Backup with SQL Server's Backup Routine ................................................................................ 289 Notes for Restore Jobs with Microsoft SQL Server ..................................................................... 289 Restoring Microsoft SQL Server database and transaction logs ........................................................................... 289 Restoring Microsoft SQL Server databases with a new name .............................................................................. 290 Restoring Microsoft SQL Server user databases......................................................................... 290 Restoring Microsoft SQL Server master databases..................................................................... 291 Appendix H - Working with Oracle Databases ........................................................................ 297 Overview...................................................................................................................................... 297 Supported platforms .................................................................................................................... 298 Oracle Database Server Configuration Settings .......................................................................... 298 Locating and Setting Environment Variables on UNIX or Linux systems..................................... 298 Installing the Yosemite Backup Agent for Oracle Database Servers ........................................... 299 Activating the license ............................................................................................................................................. 299 Configuring the Oracle Database Server ..................................................................................... 300 Modifying or Removing an Oracle Database Instance................................................................. 300 Setting the Oracle Server in Archive Mode.................................................................................. 301 Oracle Database Server Backup Job Types................................................................................ 303 Backing up an Oracle tablespace .......................................................................................................................... 303 Backing up an Oracle database instance .............................................................................................................. 303 Backing up an entire Oracle Database Server....................................................................................................... 304 Oracle Database Server Restore Job Types ............................................................................... 304 Restoring a non-system tablespace....................................................................................................................... 304 Restoring a system tablespace .............................................................................................................................. 305 Disaster Recovery for an Oracle Database Server...................................................................... 305 Step 1. Run disaster recovery................................................................................................................................ 306 Step 2. Restore most recent full backup ................................................................................................................ 306 Step 3. Completing the restore job ........................................................................................................................ 306 Managing archive log files ............................................................................................................................... 307 Troubleshooting........................................................................................................................... 307 Connections failures............................................................................................................................................... 307 Oracle Database Server does not appear on a list of files that can be backed up ......................................... 307 Yosemite Backup cannot access the Oracle Database Server during a backup............................................ 307 Login failures .......................................................................................................................................................... 308 Incorrect Oracle user name or password ........................................................................................................ 308 Oracle server has been disconnected or is offline .......................................................................................... 308 Oracle server is exclusively mounted by Oracle DBA ..................................................................................... 308 Backup job failures ................................................................................................................................................. 308 Oracle server is not in archive mode ............................................................................................................... 308 Oracle tablespace may be offline .................................................................................................................... 309 Oracle Connect SQL command failed ............................................................................................................. 309 Restore job failures ................................................................................................................................................ 309 Tablespace is not offline.................................................................................................................................. 309 Oracle database is not shut down ................................................................................................................... 309 xiv Yosemite Backup ® User's Guide and Technical Reference Oracle database archive destination path is not unique ................................................................................. 309 Index ........................................................................................................................................... 311 Before You Begin This User's Guide and Technical Reference provides all of the information necessary to effectively implement and use all of the advanced features found in Yosemite Backup. Information about installing Yosemite Backup is available in the Installation Guide. In this section · · Documentation Customer Support Documentation The following documentation is included with Yosemite Backup to help you install and use all of Yosemite Backup features and options. NOTE: In the following sections, represents the platform-specific directory on the Yosemite Backup CD-ROM, for example, win (Windows), lin (Linux) and net (NetWare). NOTE: In the following sections, represents eng (English), fre (French), ger (German), ita (Italian), jpn (Japanese) , spa (Spanish), kor (Korean), chs (Simplified Chinese), and cht (Traditional Chinese). Printable documentation The /doc directory on the Yosemite Backup CD-ROM contains the following printable documentation: · · · · Quick Start Guide (YTqks.pdf): Contains basic information to help you install and run Yosemite Backup (multiple languages in one version). Installation Guide (YTins.pdf): Contains installation information for each supported platform. User's Guide and Technical Reference (YTusr.pdf): Contains information for configuring and using Yosemite Backup. Addendum (YTadd.pdf): Contains information on additional features (English only): This manual is provided only when necessary. NOTE: You can also download these documents from the Yosemite Backup website www.yosemitetech.com. xv xvi Yosemite Backup ® User's Guide and Technical Reference If you require printed copies of these manuals, you can print the PDF files. They were designed to be printed two-sided and new chapters always begin on an odd-numbered page. To view or print this documentation, Adobe Acrobat Reader (version 4.0 or higher) must be installed on your Windows or X Window (Linux/UNIX) computer. If not currently installed, you can install it from the Adobe Acrobat Reader website at http://www.adobe.com/. NOTE: Adobe Acrobat Reader does not offer versions for NetWare systems. Therefore, you can only view or print the Yosemite Backup documentation on Windows or X Window (Linux/UNIX) systems. To print the documentation, open the appropriate file into Adobe Acrobat Reader. Choose Page Setup... from the File menu and set the proper options for your printer. If your printer supports it, select the Larger Print Area option. Then choose Print... from the File menu and print the document. Release notes Release notes are included with every service pack. Before using Yosemite Backup, please read and print the release notes for additional information. The release notes are available in both HTML (readme.htm) and text (readme.txt) formats in the root directory of the Yosemite Backup CD-ROM. Online Help Windows To view online help while using Yosemite Backup, select Contents from the Help menu. The online help is displayed in a pop-up window. For task-related or context-sensitive help while using Yosemite Backup, select a topic in the Dynamic Help list. Non-Windows You can view online help from most Yosemite Backup screens by pressing F1. Screen Shots The screen shots in this manual may not be identical to the interface you see when you use Yosemite Backup. Any differences will be small and will not prevent you from using this documentation. Note that because of the customizable nature of the Yosemite Backup graphical user interface that the components of the GUI may be in different locations and colors in the documentation compared to the product in use. Customer Support You can get customer support for Yosemite Backup in one of the following ways: · · Visit our website at www.yosemitetech.com and fill out an Online Support Request Form. (For a quick connection, select Web from the Yosemite Backup Help menu.) Phone us at (559) 449-8181. Telephone technical support is available Monday through Friday from 6:00 a.m. to 6:00 p.m Pacific Time and 7:00 a.m. to 4:00 p.m. GMT. We offer free phone support for installation issues. For other issues, purchase a Yosemite Care contract or a phone incident.. Chapter 1 - About Yosemite Backup A backup and recovery system is an integral part of a company's data security. The ability to back up and restore business-critical data quickly and efficiently can mean the difference between survival and failure. Maintaining backups is often considered a tedious task, and many companies fail to protect their corporate data at all. Yosemite Backup provides users with the capacity to back up and restore data across a network and the ability to administer a comprehensive backup plan. This section describes basic concepts of a backup and recovery system and presents how Yosemite Backup provides a powerful, yet cost-effective and easy-to-use, management tool for protecting data on network file or application servers and PC desktops. In this section · · Backup basics Backup environment Backup basics Whether your work environment consists of a single computer in a home or small office, several computers connected to a network server, or hundreds of computers connected to multiple network servers, a typical data protection plan involves at least the ability to back up and restore business files. At a minimum, data that cannot be reloaded onto the system from installation disks, network-based security settings, company-generated databases should all be backed up for easy retrieval in the event of a data disaster. The important data might be a word processing file, e-commerce transactions, network user account and password information, and so on. The data you protect and how long it remains available on storage media might depend on legal requirements for your industry or your own company policies. Whatever your data storage requirements might be, you should have a basic understanding of the types of backup operations and your own computer environment. Typical backup and recovery operations Backup: A backup is the process of copying a file or folder from its current location to a new location, typically media loaded in a backup device. The original data remains intact in its current location. During the backup process, an attribute associated with each file, known as an archive attribute, is altered to 1 2 Yosemite Backup® User's Guide and Technical Reference indicate that the file was backed up. Archive attributes may function differently on different operating systems, so the Yosemite Backup catalog also tracks file changes. Yosemite Backup runs backups in one of four backup modes: · Full: In full backup mode, the backup job copies all selected files in the job whether or not they have changed. During a full backup, the archive attribute and Yosemite Backup catalog record for each selected file is updated to indicate that it has been backed up during a full backup. Differential: In differential mode, the backup job copies only those selected files that have changed since the last full backup. The Yosemite Backup catalog record for these files is updated but the archive attribute is not reset by this backup. Incremental: In incremental mode, the backup job copies all selected files that have changed since the last backup regardless of backup mode. The Yosemite Backup catalog record and archive attribute for these files is updated to reflect this backup. Copy: In copy mode, the backup job backs up all selected files, but has no effect on any future scheduled backups. The archive attribute is not changed during this backup. · · · Restore: A restore is the process of copying data from backup media to its original location or to a new location in the event that the original location is damaged or unavailable. Restore operations can also retrieve data to a file or folder other than the original one. Disaster recovery: Often defined as the ability to recover information systems quickly, disaster recovery is the process of automatically partitioning and formatting the hard drive, and restoring operating system data that allows a computer or network to restart normally. Disaster recovery and general restore operations can be combined to quickly restore both the operating system and business-critical data. Backup environment A complete network backup system consists of three parts: backup devices, a catalog, and a backup management program. Backup devices Yosemite Backup works with your existing computer network. A network connects file or application servers and PC desktops together in order to allow various users to work together on projects and with common files. Networks also allow users to share peripheral devices, such as disk drives, printers, fax machines, and modems. Sharing devices across a network makes economic sense, since several systems can use a single device. Backup devices, such as tape drives, hard disks, NAS appliances, and CD or DVD recordable devices, which back up or copy files onto tape, disk, or other media, may also be shared. For more information about using backup devices in network environments, see Strategies for Faster Jobs on page 158. Sharing a backup device makes operational as well as economic sense. Sharing devices lowers costs and makes it possible to centralize backup operations across the network. Further, a single user, such as the network administrator, can have primary responsibility for backing up all the file or application servers and PC desktops on the network. Sharing a backup device or tape drive across a network also poses problems. · Security: Most networks have elaborate security systems that prevent access by unauthorized users to sensitive or confidential data. However, unless you take protective measures, once these files are backed up onto tape or other media, any user in physical possession of the media can gain access to these files. Although it is possible to physically store the media in a secure location, a complete Chapter 1 - About Yosemite Backup 3 · network backup system will help prevent unauthorized users from accessing confidential or classified information. Yosemite Backup provides this level of backup security by providing passwords in order to access to the contents of backup media. Tracking backed up files: While a single user may be able to find a file copied onto a CD or floppy disk by manually searching through a stack of disks, this approach is unworkable for large networks. Without the appropriate software, locating a given occurrence of a file may be impossible, since there may be hundreds of thousands of files backed up on hundreds of media created over weeks or months. Storage management catalog To solve the problems of security and tracking files, Yosemite Backup creates and manages a storage management catalog commonly referred to as the Yosemite Backup catalog. The Yosemite Backup catalog keeps track of used and available backup media and each file that is stored on that media. For each media, the catalog contains detailed information about the media, such as when it was created and who created it and about the files on the media, such as when they were backed up and on which media files are stored. For more information, see Tips for Managing the Catalog on page 155. The Yosemite Backup catalog also addresses issues surrounding security. Included in the catalog is information about which users can use or view which files. The catalog prevents unauthorized users from accessing files for which they have insufficient security rights. It tracks each user and ensures that only approved users have access to backup devices and files stored on the backup media. The following illustration shows the Security view of the Yosemite Backup catalog. 4 Yosemite Backup® User's Guide and Technical Reference Backup management program Writing files to the backup media and managing the catalog requires an application program, such as Yosemite Backup. Two of the most important functions of Yosemite Backup are managing the catalog and creating and running jobs. Yosemite Backup manages the catalog to keep track of files and to ensure security. Yosemite Backup also creates and runs jobs, such as backup and restore jobs, which transfer files back and forth between backup devices (such as tape drives) and file or application servers or PC desktops. Managing the Storage Management Catalog Much of the power and usefulness of Yosemite Backup comes from its extensive capabilities to manage the storage management catalog. There are three important concepts associated with the catalog: objects, properties and Yosemite Backup management domains. Objects The catalog collects and organizes information about objects. An object is any file, machine, device, backup media or user about which Yosemite Backup needs to store data. Examples of objects which Yosemite Backup tracks in its catalog include backup media, tape drives, network servers, versions of files, backup jobs, custom templates, users, and so on. Some objects can contain other objects within them. A simple example is a folder. It contains other objects within it, such as jobs, files, templates, user information, and so on. Yosemite Backup also displays information about the contents of objects other than folders. When you view a list of the contents of the Yosemite Backup management domain, you might see machines, networks, devices, libraries, and so on. Although not folders, these objects can contain other objects in them. For example, a library can contain storage slots, import/export slots, and so on. A network might contain file systems, network drives, printers, and attached backup devices. Properties The information about each object that Yosemite Backup stores in its catalog are called properties. The properties of each object include important information about that object, such as what kind of object it is, who has security permissions to use it and its relationship to other objects. For more information on property pages, see Chapter 13 ­ Objects and Properties Reference on page 185. For example, an individual backup media is an object in the Yosemite Backup catalog. Some of the properties of that media stored in the catalog include its name, when it was created, who has security permissions to use the media and whether or not it can be erased.